B. Riley Wealth Advisors, Inc.
MEMPHIS TN · SEC CIK 0001464811
$15.79亿2026Q1 申报市值
898持仓数
22.2%前十大占比 · 第一大 5.2%
104 / 218新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
URTH 新建仓+$624.56万
FELG 新建仓+$608.70万
BPRE 加仓+$432.87万
SMH 加仓+$418.61万
BNO 新建仓+$232.44万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$2,867.09万
AAPL 减仓-$2,730.91万
NVDA 减仓-$1,914.67万
AMZN 减仓-$1,422.89万
VUG 减仓-$1,207.44万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AVEM | AMERICAN CENTY ETF TR | $73.54万 | 0.05% | 9,455 | 589 | 6.6% | $4.58万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $73.89万 | 0.05% | 50,200 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $74.03万 | 0.05% | 2,006 | -112 | -5.3% | -$4.13万 | 减仓 |
| HYG | ISHARES TR | $74.59万 | 0.05% | 9,464 | -5,254 | -35.7% | -$41.41万 | 减仓 |
| IEF | ISHARES TR | $75.09万 | 0.05% | 7,882 | 5,601 | 245.6% | $53.36万 | 重新持有 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $75.20万 | 0.05% | 3,633 | -6 | -0.2% | -$1,242 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $76.80万 | 0.05% | 2,405 | -224 | -8.5% | -$7.15万 | 减仓 |
| ASML | ASML HLDG NV | $76.90万 | 0.05% | 613 | -4,588 | -88.2% | -$575.55万 | 减仓 |
| SHV | ISHARES TR | $76.92万 | 0.05% | 6,969 | 2,678 | 62.4% | $29.56万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $76.96万 | 0.05% | 15,677 | 8,122 | 107.5% | $39.87万 | 加仓 |
| DAL | DELTA AIR LINES INC | $77.24万 | 0.05% | 12,223 | -301 | -2.4% | -$1.90万 | 减仓 |
| VLUE | ISHARES TR | $77.48万 | 0.05% | 5,595 | 822 | 17.2% | $11.38万 | 加仓 |
| NGG | NATIONAL GRID PLC | $77.65万 | 0.05% | 9,278 | -1,390 | -13.0% | -$11.63万 | 减仓 |
| SNDK | SANDISK CORP | $77.80万 | 0.05% | 1,359 | 1,359 | — | $77.80万 | 新建仓 |
| IQLT | ISHARES TR | $78.62万 | 0.05% | 17,542 | -18,265 | -51.0% | -$81.86万 | 减仓 |
| DVY | ISHARES TR | $79.28万 | 0.05% | 5,284 | -2,058 | -28.0% | -$30.88万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $79.92万 | 0.05% | 120,000 | 7,000 | 6.2% | $4.66万 | 加仓 |
| AZN | ASTRAZENECA PLC | $80.07万 | 0.05% | 4,130 | 4,130 | — | $80.07万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $80.27万 | 0.05% | 30,201 | 2,164 | 7.7% | $5.75万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $80.44万 | 0.05% | 934 | -204 | -17.9% | -$17.57万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $80.46万 | 0.05% | 150,000 | 148,700 | 11,438.5% | $79.76万 | 加仓 |
| MCK | MCKESSON CORP | $80.92万 | 0.05% | 941 | -1,650 | -63.7% | -$141.89万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $81.13万 | 0.05% | 2,873 | -1,213 | -29.7% | -$34.25万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $81.42万 | 0.05% | 33,717 | 5,377 | 19.0% | $12.98万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $82.10万 | 0.05% | 3,897 | -38,168 | -90.7% | -$804.14万 | 减仓 |
| — | DBX ETF TR | $82.31万 | 0.05% | 24,949 | -17,725 | -41.5% | -$58.48万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $82.89万 | 0.05% | 5,359 | -563 | -9.5% | -$8.71万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $82.90万 | 0.05% | 29,304 | 29,304 | — | $82.90万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $83.09万 | 0.05% | 32,501 | 10,075 | 44.9% | $25.76万 | 加仓 |
| IDEV | ISHARES TR | $83.50万 | 0.05% | 10,307 | 10,307 | — | $83.50万 | 新建仓 |
| OR | OR ROYALTIES INC. | $83.82万 | 0.05% | 23,778 | -1,163 | -4.7% | -$4.10万 | 减仓 |
| IWS | ISHARES TR | $84.17万 | 0.05% | 5,916 | -147 | -2.4% | -$2.09万 | 减仓 |
| SPGI | S&P GLOBAL INC | $84.60万 | 0.05% | 2,026 | -520 | -20.4% | -$21.71万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $84.67万 | 0.05% | 2,484 | -534 | -17.7% | -$18.20万 | 减仓 |
| BINV | 2023 ETF SERIES TRUST | $84.85万 | 0.05% | 21,176 | 21,176 | — | $84.85万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $85.38万 | 0.05% | 8,992 | -4,805 | -34.8% | -$45.62万 | 减仓 |
| PLD | PROLOGIS INC. | $86.21万 | 0.05% | 6,695 | -1,450 | -17.8% | -$18.67万 | 减仓 |
| VST | VISTRA CORP | $86.40万 | 0.05% | 5,856 | 368 | 6.7% | $5.43万 | 加仓 |
| CI | THE CIGNA GROUP | $87.41万 | 0.06% | 3,387 | 422 | 14.2% | $10.89万 | 加仓 |
| NOBL | PROSHARES TR | $87.83万 | 0.06% | 8,391 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR 看跌期权 | $89.05万 | 0.06% | 214,800 | 214,800 | — | $89.05万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $89.38万 | 0.06% | 1,365 | 1,365 | — | $89.38万 | 新建仓 |
| NEM | NEWMONT CORP | $89.73万 | 0.06% | 8,701 | -972 | -10.0% | -$10.02万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $91.64万 | 0.06% | 20,587 | 5,283 | 34.5% | $23.52万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $91.89万 | 0.06% | 12,312 | 84 | 0.7% | $6,269 | 加仓 |
| APH | AMPHENOL CORP | $92.36万 | 0.06% | 7,751 | -7,299 | -48.5% | -$86.97万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $92.41万 | 0.06% | 16,909 | 936 | 5.9% | $5.12万 | 加仓 |
| IAGG | ISHARES TR | $93.61万 | 0.06% | 18,793 | -673 | -3.5% | -$3.35万 | 减仓 |
| RUN | SUNRUN INC | $94.18万 | 0.06% | 77,578 | 47,325 | 156.4% | $57.45万 | 加仓 |
| SSRM | SSR MINING IN | $94.36万 | 0.06% | 36,000 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $95.55万 | 0.06% | 11,609 | -212 | -1.8% | -$1.74万 | 减仓 |
| KLAC | KLA CORP | $96.19万 | 0.06% | 696 | -944 | -57.6% | -$130.46万 | 减仓 |
| USB | US BANCORP | $96.42万 | 0.06% | 18,950 | 186 | 1.0% | $9,464 | 加仓 |
| EMR | EMERSON ELEC CO | $96.95万 | 0.06% | 7,863 | -1,643 | -17.3% | -$20.26万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $97.02万 | 0.06% | 38,933 | -52,369 | -57.4% | -$130.50万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $98.04万 | 0.06% | 11,075 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $98.15万 | 0.06% | 17,719 | 17,719 | — | $98.15万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $100.80万 | 0.06% | 32,086 | 32,086 | — | $100.80万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $100.86万 | 0.06% | 8,895 | -254 | -2.8% | -$2.88万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $101.03万 | 0.06% | 19,520 | -1,999 | -9.3% | -$10.35万 | 减仓 |
| CSX | CSX CORP | $101.42万 | 0.06% | 25,502 | -5,510 | -17.8% | -$21.91万 | 减仓 |
| PFF | ISHARES TR | $101.61万 | 0.06% | 33,735 | -11,731 | -25.8% | -$35.33万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $101.66万 | 0.06% | 25,628 | 25,628 | — | $101.66万 | 新建仓 |
| SHEL | SHELL PLC | $101.88万 | 0.06% | 10,986 | -326 | -2.9% | -$3.02万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $102.32万 | 0.06% | 10,044 | -3,045 | -23.3% | -$31.02万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $102.70万 | 0.07% | 2,317 | -1,138 | -32.9% | -$50.44万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $102.90万 | 0.07% | 39,141 | 1,407 | 3.7% | $3.70万 | 加仓 |
| XTL | SPDR SERIES TRUST | $103.46万 | 0.07% | 5,701 | 5,701 | — | $103.46万 | 新建仓 |
| DDWM | WISDOMTREE TR | $104.12万 | 0.07% | 24,253 | 3,637 | 17.6% | $15.61万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $104.77万 | 0.07% | 46,795 | -5,726 | -10.9% | -$12.82万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $104.91万 | 0.07% | 3,573 | -165 | -4.4% | -$4.84万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $105.47万 | 0.07% | 9,976 | -127 | -1.3% | -$1.34万 | 减仓 |
| PULS | PGIM ETF TR | $105.66万 | 0.07% | 21,276 | 6,743 | 46.4% | $33.49万 | 加仓 |
| SO | SOUTHERN CO | $106.45万 | 0.07% | 10,982 | -3,882 | -26.1% | -$37.63万 | 减仓 |
| UNP | UNION PAC CORP | $106.91万 | 0.07% | 4,469 | -1,103 | -19.8% | -$26.39万 | 减仓 |
| CMI | CUMMINS INC | $107.25万 | 0.07% | 2,096 | -357 | -14.6% | -$18.27万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $107.27万 | 0.07% | 11,774 | -9 | -0.1% | -$820 | 减仓 |
| SDY | SPDR SERIES TRUST | $107.61万 | 0.07% | 7,447 | 164 | 2.3% | $2.37万 | 加仓 |
| MUB | ISHARES TR | $107.83万 | 0.07% | 10,177 | -82 | -0.8% | -$8,688 | 减仓 |
| USIG | ISHARES TR | $107.98万 | 0.07% | 21,185 | -1,073 | -4.8% | -$5.47万 | 减仓 |
| NOW | SERVICENOW INC | $108.40万 | 0.07% | 10,327 | -3,308 | -24.3% | -$34.72万 | 减仓 |
| INTC | INTEL CORP | $108.73万 | 0.07% | 26,397 | -9,626 | -26.7% | -$39.65万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $109.66万 | 0.07% | 4,393 | -4 | -0.1% | -$998 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $110.24万 | 0.07% | 16,597 | 1,998 | 13.7% | $13.27万 | 加仓 |
| PGR | PROGRESSIVE CORP | $110.31万 | 0.07% | 5,477 | 2,055 | 60.1% | $41.39万 | 加仓 |
| CVS | CVS HEALTH CORP | $111.49万 | 0.07% | 15,894 | -709 | -4.3% | -$4.97万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $112.27万 | 0.07% | 2,402 | -2,996 | -55.5% | -$140.04万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $113.26万 | 0.07% | 25,019 | -6,223 | -19.9% | -$28.17万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $113.81万 | 0.07% | 1,695 | -192 | -10.2% | -$12.89万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $114.23万 | 0.07% | 42,277 | 42,277 | — | $114.23万 | 新建仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $114.53万 | 0.07% | 57,729 | 7,114 | 14.1% | $14.11万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $114.77万 | 0.07% | 9,409 | -190 | -2.0% | -$2.32万 | 减仓 |
| ILCG | ISHARES TR | $115.96万 | 0.07% | 12,648 | -2,642 | -17.3% | -$24.22万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $117.56万 | 0.07% | 1,963 | 1 | 0.1% | $599 | 加仓 |
| GLW | CORNING INC | $117.86万 | 0.07% | 9,169 | -4,320 | -32.0% | -$55.53万 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $118.75万 | 0.08% | 481,500 | 476,785 | 10,112.1% | $117.59万 | 加仓 |
| COP | CONOCOPHILLIPS | $119.01万 | 0.08% | 8,956 | -7,991 | -47.2% | -$106.19万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $120.30万 | 0.08% | 874,600 | 871,954 | 32,953.7% | $119.94万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $122.70万 | 0.08% | 8,532 | -8,075 | -48.6% | -$116.13万 | 减仓 |
| BUXX | EA SERIES TRUST | $122.82万 | 0.08% | 60,696 | 28,650 | 89.4% | $57.97万 | 加仓 |