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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8,247.90万 | 5.22% | 499,358 | -115,921 | -18.8% | -$1,914.67万 | 减仓 |
| AAPL | APPLE INC | $5,505.08万 | 3.49% | 223,212 | -110,729 | -33.2% | -$2,730.91万 | 减仓 |
| IVV | ISHARES TR | $3,407.51万 | 2.16% | 53,667 | -6,754 | -11.2% | -$428.84万 | 减仓 |
| META | META PLATFORMS INC | $3,185.99万 | 2.02% | 59,398 | -9,081 | -13.3% | -$487.09万 | 减仓 |
| AMZN | AMAZON COM INC | $2,989.08万 | 1.89% | 148,747 | -70,808 | -32.3% | -$1,422.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,987.41万 | 1.89% | 83,224 | -21,851 | -20.8% | -$784.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,424.11万 | 1.54% | 57,716 | -28,748 | -33.2% | -$1,207.44万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,226.75万 | 1.41% | 161,887 | -11,391 | -6.6% | -$156.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,129.23万 | 1.35% | 33,692 | -7,130 | -17.5% | -$450.59万 | 减仓 |
| LLY | ELI LILLY & CO | $1,958.93万 | 1.24% | 22,094 | -3,093 | -12.3% | -$274.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,909.69万 | 1.21% | 34,207 | -11,771 | -25.6% | -$657.15万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,819.27万 | 1.15% | 94,248 | -22,790 | -19.5% | -$439.92万 | 减仓 |
| AVGO | BROADCOM INC | $1,720.84万 | 1.09% | 58,650 | -5,241 | -8.2% | -$153.78万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $1,673.63万 | 1.06% | 430,240 | -18,836 | -4.2% | -$73.27万 | 减仓 |
| GOOGL | ALPHABET INC | $1,587.82万 | 1.01% | 58,055 | -15,346 | -20.9% | -$419.72万 | 减仓 |
| GOOG | ALPHABET INC | $1,446.81万 | 0.92% | 52,969 | -23,162 | -30.4% | -$632.65万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,370.76万 | 0.87% | 48,305 | -14,467 | -23.0% | -$410.53万 | 减仓 |
| CSM | PROSHARES TR | $1,201.56万 | 0.76% | 164,537 | -10,586 | -6.0% | -$77.31万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,174.33万 | 0.74% | 20,215 | -387 | -1.9% | -$22.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $1,174.03万 | 0.74% | 7,108,000 | 7,034,120 | 9,521.0% | $1,161.83万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,163.04万 | 0.74% | 344,298 | -38,985 | -10.2% | -$131.69万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,154.80万 | 0.73% | 90,573 | 14,704 | 19.4% | $187.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,130.34万 | 0.72% | 23,814 | -9,184 | -27.8% | -$435.92万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,110.03万 | 0.70% | 30,619 | 11,547 | 60.5% | $418.61万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,070.07万 | 0.68% | 28,155 | -488 | -1.7% | -$18.55万 | 减仓 |
| GLD | SPDR GOLD TR | $1,023.35万 | 0.65% | 24,684 | -16,237 | -39.7% | -$673.15万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $948.26万 | 0.60% | 61,435 | -7,998 | -11.5% | -$123.45万 | 减仓 |
| TSLA | TESLA INC | $946.39万 | 0.60% | 26,638 | -17,096 | -39.1% | -$607.39万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $922.13万 | 0.58% | 63,718 | -5,694 | -8.2% | -$82.40万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $920.49万 | 0.58% | 37,960 | -1,418 | -3.6% | -$34.38万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $905.69万 | 0.57% | 146,008 | -22,201 | -13.2% | -$137.71万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $897.52万 | 0.57% | 128,382 | -39,681 | -23.6% | -$277.41万 | 减仓 |
| BIL | SPDR SERIES TRUST | $890.70万 | 0.56% | 97,196 | -312,865 | -76.3% | -$2,867.09万 | 减仓 |
| GEV | GE VERNOVA INC | $823.42万 | 0.52% | 10,074 | 54 | 0.5% | $4.41万 | 加仓 |
| OIH | VANECK ETF TRUST | $806.58万 | 0.51% | 20,069 | 2,662 | 15.3% | $106.99万 | 加仓 |
| WMT | WALMART INC | $805.72万 | 0.51% | 65,240 | -28,138 | -30.1% | -$347.51万 | 减仓 |
| DGRO | ISHARES TR | $804.00万 | 0.51% | 116,556 | 2,626 | 2.3% | $18.11万 | 加仓 |
| — | EXXON MOBIL CORP | $803.19万 | 0.51% | 46,842 | -10,832 | -18.8% | -$185.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $768.32万 | 0.49% | 24,651 | -3,783 | -13.3% | -$117.91万 | 减仓 |
| IVW | ISHARES TR | $762.98万 | 0.48% | 70,185 | -3,755 | -5.1% | -$40.82万 | 减仓 |
| ETN | EATON CORP PLC | $762.20万 | 0.48% | 22,187 | -8,399 | -27.5% | -$288.53万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $732.32万 | 0.46% | 161,021 | 30,671 | 23.5% | $139.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $726.44万 | 0.46% | 30,619 | -6,080 | -16.6% | -$144.25万 | 减仓 |
| TJX | TJX COS INC NEW | $726.34万 | 0.46% | 46,623 | -6,335 | -12.0% | -$98.69万 | 减仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $721.80万 | 0.46% | 211,473 | -11,400 | -5.1% | -$38.91万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $718.82万 | 0.46% | 71,752 | -13,570 | -15.9% | -$135.95万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $711.80万 | 0.45% | 8,814 | 478 | 5.7% | $38.60万 | 加仓 |
| HL | HECLA MINING COMPANY | $700.92万 | 0.44% | 407,041 | 5,489 | 1.4% | $9.45万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $697.34万 | 0.44% | 35,571 | -3,199 | -8.3% | -$62.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $686.51万 | 0.43% | 21,691 | -3,137 | -12.6% | -$99.28万 | 减仓 |
| BOND | PIMCO ETF TR | $681.41万 | 0.43% | 74,026 | 4,154 | 5.9% | $38.24万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $674.62万 | 0.43% | 403,720 | 5,175 | 1.3% | $8.65万 | 加仓 |
| ABBV | ABBVIE INC | $658.79万 | 0.42% | 30,912 | -6,592 | -17.6% | -$140.49万 | 减仓 |
| IEMG | ISHARES INC | $658.23万 | 0.42% | 97,776 | -8,957 | -8.4% | -$60.30万 | 减仓 |
| BA | BOEING CO | $655.58万 | 0.42% | 34,648 | -1,515 | -4.2% | -$28.67万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $649.19万 | 0.41% | 36,445 | 6,074 | 20.0% | $108.19万 | 加仓 |
| ICVT | ISHARES TR | $643.95万 | 0.41% | 64,947 | 12,866 | 24.7% | $127.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $636.57万 | 0.40% | 3,854,000 | 3,784,300 | 5,429.4% | $625.05万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $633.85万 | 0.40% | 6,360 | -1,450 | -18.6% | -$144.51万 | 减仓 |
| URTH | ISHARES INC | $624.56万 | 0.40% | 35,701 | 35,701 | — | $624.56万 | 新建仓 |
| BX | BLACKSTONE INC | $616.71万 | 0.39% | 55,261 | 14,163 | 34.5% | $158.06万 | 加仓 |
| STIP | ISHARES TR | $612.24万 | 0.39% | 59,223 | -855 | -1.4% | -$8.84万 | 减仓 |
| HD | HOME DEPOT INC | $609.59万 | 0.39% | 18,844 | -3,657 | -16.3% | -$118.30万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $608.70万 | 0.39% | 168,708 | 168,708 | — | $608.70万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $603.23万 | 0.38% | 119,287 | -69,225 | -36.7% | -$350.07万 | 减仓 |
| HYZD | WISDOMTREE TR | $601.23万 | 0.38% | 272,710 | 5,097 | 1.9% | $11.24万 | 加仓 |
| IWB | ISHARES TR | $594.27万 | 0.38% | 17,142 | -91 | -0.5% | -$3.15万 | 减仓 |
| IVE | ISHARES TR | $591.63万 | 0.37% | 28,494 | -6,545 | -18.7% | -$135.90万 | 减仓 |
| SYK | STRYKER CORPORATION | $591.09万 | 0.37% | 18,126 | 1,716 | 10.5% | $55.96万 | 加仓 |
| IUSB | ISHARES TR | $583.87万 | 0.37% | 126,653 | 2,910 | 2.4% | $13.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $567.09万 | 0.36% | 26,913 | -3,623 | -11.9% | -$76.34万 | 减仓 |
| V | VISA INC | $547.20万 | 0.35% | 18,268 | -4,703 | -20.5% | -$140.87万 | 减仓 |
| IEFA | ISHARES TR | $543.17万 | 0.34% | 61,942 | -16,365 | -20.9% | -$143.51万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $540.33万 | 0.34% | 113,064 | 2,909 | 2.6% | $13.90万 | 加仓 |
| EFG | ISHARES TR | $533.32万 | 0.34% | 49,537 | 16,116 | 48.2% | $173.51万 | 加仓 |
| AGI | ALAMOS GOLD INC | $504.66万 | 0.32% | 120,876 | -15 | -0.0% | -$626 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $497.24万 | 0.31% | 308,845 | 268,865 | 672.5% | $432.87万 | 加仓 |
| NFLX | NETFLIX INC. | $485.82万 | 0.31% | 52,256 | -62,131 | -54.3% | -$577.63万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $474.28万 | 0.30% | 103,285 | 9,609 | 10.3% | $44.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $472.42万 | 0.30% | 9,563 | -2,205 | -18.7% | -$108.93万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $460.81万 | 0.29% | 24,502 | 2,530 | 11.5% | $47.58万 | 加仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $452.77万 | 0.29% | 154,186 | -8,066 | -5.0% | -$23.69万 | 减仓 |
| AGG | ISHARES TR | $451.49万 | 0.29% | 45,587 | -42,700 | -48.4% | -$422.90万 | 减仓 |
| CAT | CATERPILLAR INC | $450.57万 | 0.29% | 6,751 | -2,092 | -23.7% | -$139.62万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $442.70万 | 0.28% | 23,074 | -4,524 | -16.4% | -$86.80万 | 减仓 |
| IWF | ISHARES TR | $435.91万 | 0.28% | 10,608 | -754 | -6.6% | -$30.98万 | 减仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $426.47万 | 0.27% | 117,843 | 12,124 | 11.5% | $43.88万 | 加仓 |
| BAC | BANK AMERICA CORP | $422.40万 | 0.27% | 89,434 | -16,921 | -15.9% | -$79.92万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $421.46万 | 0.27% | 14,554 | -2,359 | -13.9% | -$68.31万 | 减仓 |
| ORCL | ORACLE CORP | $419.14万 | 0.27% | 30,197 | -2,853 | -8.6% | -$39.60万 | 减仓 |
| IJR | ISHARES TR | $415.91万 | 0.26% | 34,410 | -2,756 | -7.4% | -$33.31万 | 减仓 |
| RTX | RTX CORPORATION | $403.29万 | 0.26% | 21,549 | -319 | -1.5% | -$5.97万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $396.87万 | 0.25% | 75,710 | -9,226 | -10.9% | -$48.36万 | 减仓 |
| MS | MORGAN STANLEY | $391.77万 | 0.25% | 24,737 | -1,112 | -4.3% | -$17.61万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $388.96万 | 0.25% | 10,732 | -2,930 | -21.4% | -$106.19万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $387.81万 | 0.25% | 49,528 | 1,455 | 3.0% | $11.39万 | 加仓 |
| CDE | COEUR MNG INC | $382.11万 | 0.24% | 231,580 | 2,895 | 1.3% | $4.78万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $381.19万 | 0.24% | 48,228 | -9,567 | -16.6% | -$75.62万 | 减仓 |
| IHI | ISHARES TR | $379.66万 | 0.24% | 72,178 | -19,228 | -21.0% | -$101.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $368.18万 | 0.23% | 11,441 | -1,612 | -12.3% | -$51.88万 | 减仓 |