13F 机构持仓

B. Riley Wealth Advisors, Inc.

MEMPHIS TN · SEC CIK 0001464811

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$18.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.2%
AAPL 3.5%
IVV 2.2%
META 2.0%
AMZN 1.9%
MSFT 1.9%
VUG 1.5%
PLTR 1.4%
SPY 1.3%
LLY 1.2%

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
QSPT FIRST TR EXCHNG TRADED FD VI $00.00%0 -175,485-100.0% -$555.92万 清仓
AAPL APPLE INC 看跌期权 $00.00%0 -18,460-100.0% -$501.85万 清仓
XSOE WISDOMTREE TR $00.00%0 -111,542-100.0% -$435.24万 清仓
JHSC JOHN HANCOCK EXCHANGE TRADED $00.00%0 -91,429-100.0% -$383.91万 清仓
AX AXOS FINANCIAL INC $00.00%0 -43,428-100.0% -$374.18万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -47,848-100.0% -$313.45万 清仓
FBCG FIDELITY COVINGTON TRUST $00.00%0 -54,832-100.0% -$300.70万 清仓
CPER UNITED STS COMMODITY INDEX F $00.00%0 -83,804-100.0% -$292.98万 清仓
CLS CELESTICA INC $00.00%0 -9,723-100.0% -$287.42万 清仓
FXO FIRST TR EXCHANGE TRADED FD $00.00%0 -44,605-100.0% -$269.19万 清仓
DJP BARCLAYS BANK PLC $00.00%0 -69,373-100.0% -$260.91万 清仓
MSFT MICROSOFT CORP 看跌期权 $00.00%0 -5,300-100.0% -$256.32万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -120,800-100.0% -$255.98万 清仓
TBIL RBB FD INC $00.00%0 —— — 申报中断
NULG NUSHARES ETF TR $00.00%0 -23,226-100.0% -$227.15万 清仓
SILJ AMPLIFY ETF TR $00.00%0 -71,548-100.0% -$197.97万 清仓
BTC GRAYSCALE BITCOIN MINI TR ET $00.00%0 -48,845-100.0% -$189.18万 清仓
RKT ROCKET COS INC $00.00%0 -96,963-100.0% -$187.72万 清仓
JGRO J P MORGAN EXCHANGE TRADED F $00.00%0 -18,760-100.0% -$174.09万 清仓
AVUV AMERICAN CENTY ETF TR $00.00%0 -16,600-100.0% -$169.29万 清仓
RECS COLUMBIA ETF TR I $00.00%0 -38,805-100.0% -$158.48万 清仓
PINK SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -41,563-100.0% -$152.12万 清仓
MLI MUELLER INDS INC $00.00%0 -12,150-100.0% -$139.48万 清仓
EIS ISHARES INC $00.00%0 -12,245-100.0% -$134.74万 清仓
CAT CATERPILLAR INC 看涨期权 $00.00%0 -2,326-100.0% -$133.25万 清仓
JVAL J P MORGAN EXCHANGE TRADED F $00.00%0 -24,487-100.0% -$120.18万 清仓
— TEUCRIUM COMMODITY TR $00.00%0 -54,794-100.0% -$119.78万 清仓
FQAL FIDELITY COVINGTON TRUST $00.00%0 -15,309-100.0% -$115.72万 清仓
DBA INVESCO DB MULTI-SECTOR COMM $00.00%0 -45,288-100.0% -$115.57万 清仓
MISL FIRST TR EXCHANGE-TRADED FD $00.00%0 -26,780-100.0% -$114.59万 清仓
ZIM ZIM INTEGRATED SHIPPING SERV $00.00%0 -52,544-100.0% -$111.55万 清仓
— VANECK ETF TRUST $00.00%0 -12,319-100.0% -$104.54万 清仓
RKLB ROCKET LAB CORP $00.00%0 -14,472-100.0% -$100.96万 清仓
PALL ABRDN PALLADIUM ETF TRUST $00.00%0 -6,694-100.0% -$97.32万 清仓
EME EMCOR GROUP INC $00.00%0 -1,582-100.0% -$96.79万 清仓
IYR ISHARES TR $00.00%0 -10,161-100.0% -$95.40万 清仓
SOXX ISHARES TR $00.00%0 —— — 申报中断
AZN ASTRAZENECA PLC $00.00%0 -4,970-100.0% -$91.37万 清仓
SCHA SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
IBKR INTERACTIVE BROKERS GROUP IN $00.00%0 —— — 申报中断
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 -3,528-100.0% -$89.23万 清仓
KRE SPDR SERIES TRUST $00.00%0 -12,951-100.0% -$83.93万 清仓
FIX COMFORT SYS USA INC $00.00%0 -874-100.0% -$81.60万 清仓
IWC ISHARES TR $00.00%0 -4,926-100.0% -$77.68万 清仓
ETH GRAYSCALE ETHEREUM MINI TR E $00.00%0 -24,973-100.0% -$70.07万 清仓
FXR FIRST TR EXCHANGE TRADED FD $00.00%0 -8,689-100.0% -$69.40万 清仓
— ISHARES INC $00.00%0 -18,427-100.0% -$63.43万 清仓
QTUM ETF SER SOLUTIONS $00.00%0 —— — 申报中断
FV FIRST TR EXCHANGE TRADED FD $00.00%0 -9,789-100.0% -$61.59万 清仓
PEG PUBLIC SVC ENTERPRISE GRP IN $00.00%0 -7,448-100.0% -$59.81万 清仓
CMI CUMMINS INC 看涨期权 $00.00%0 -1,163-100.0% -$59.37万 清仓
AXP AMERICAN EXPRESS CO 看涨期权 $00.00%0 -1,561-100.0% -$57.75万 清仓
FDIS FIDELITY COVINGTON TRUST $00.00%0 -5,558-100.0% -$56.78万 清仓
RL RALPH LAUREN CORP $00.00%0 -1,575-100.0% -$55.71万 清仓
CLOZ SERIES PORTFOLIOS TR $00.00%0 -20,997-100.0% -$55.60万 清仓
FXE INVESCO CURRENCYSHARES EURO $00.00%0 -5,099-100.0% -$55.30万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -1,890-100.0% -$53.55万 清仓
— REV GROUP INC $00.00%0 -8,706-100.0% -$52.94万 清仓
FOX FOX CORP $00.00%0 -8,099-100.0% -$52.59万 清仓
FTI TECHNIPFMC PLC $00.00%0 -11,799-100.0% -$52.58万 清仓
AM ANTERO MIDSTREAM CORP $00.00%0 -29,332-100.0% -$52.18万 清仓
JETS ETF SER SOLUTIONS $00.00%0 -18,449-100.0% -$51.78万 清仓
BKCH GLOBAL X FDS $00.00%0 -8,088-100.0% -$51.67万 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -11,277-100.0% -$51.35万 清仓
IGSB ISHARES TR $00.00%0 -9,695-100.0% -$51.27万 清仓
XHB SPDR SERIES TRUST $00.00%0 -4,958-100.0% -$51.05万 清仓
EVR EVERCORE INC $00.00%0 -1,491-100.0% -$50.72万 清仓
SII SPROTT INC $00.00%0 -5,157-100.0% -$50.50万 清仓
— AMCOR PLC $00.00%0 -12,061-100.0% -$50.29万 清仓
KNSA KINIKSA PHARMACEUTICALS INTL $00.00%0 -11,993-100.0% -$49.47万 清仓
INSM INSMED INC $00.00%0 —— — 申报中断
— FIDELITY COVINGTON TRUST $00.00%0 -12,676-100.0% -$48.84万 清仓
SCHM SCHWAB STRATEGIC TR $00.00%0 -16,204-100.0% -$48.73万 清仓
RPG INVESCO EXCHANGE TRADED FD T $00.00%0 -10,432-100.0% -$48.69万 清仓
VFLO VICTORY PORTFOLIOS II $00.00%0 -12,286-100.0% -$48.38万 清仓
BLOK AMPLIFY ETF TR $00.00%0 -8,442-100.0% -$48.03万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -827-100.0% -$48.02万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL 看涨期权 $00.00%0 -1,723-100.0% -$47.45万 清仓
CP CANADIAN PACIFIC KANSAS CITY $00.00%0 -6,395-100.0% -$47.09万 清仓
DNL WISDOMTREE TR $00.00%0 -11,256-100.0% -$46.40万 清仓
— ISHARES TR $00.00%0 -11,318-100.0% -$46.30万 清仓
— CAMBRIA ETF TR $00.00%0 -73,960-100.0% -$45.56万 清仓
ONEV SPDR SERIES TRUST $00.00%0 -3,377-100.0% -$44.98万 清仓
FN FABRINET $00.00%0 -987-100.0% -$44.94万 清仓
EMB ISHARES TR $00.00%0 -4,528-100.0% -$43.59万 清仓
LIT GLOBAL X FDS $00.00%0 -6,686-100.0% -$43.37万 清仓
FTNT FORTINET INC $00.00%0 -5,439-100.0% -$43.19万 清仓
DAPP VANECK ETF TRUST $00.00%0 -25,978-100.0% -$42.94万 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -1,681-100.0% -$42.20万 清仓
BITQ BITWISE FUNDS TRUST $00.00%0 -20,943-100.0% -$41.74万 清仓
MGK VANGUARD WORLD FD $00.00%0 -994-100.0% -$41.04万 清仓
NVO NOVO-NORDISK A S $00.00%0 —— — 申报中断
— INNOVATOR ETFS TRUST $00.00%0 -18,840-100.0% -$40.23万 清仓
TBBK BANCORP INC DEL $00.00%0 -5,950-100.0% -$40.17万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -10,000-100.0% -$39.93万 清仓
TPR TAPESTRY INC $00.00%0 -3,094-100.0% -$39.53万 清仓
GSUS GOLDMAN SACHS ETF TR $00.00%0 -4,157-100.0% -$39.24万 清仓
EWW ISHARES INC $00.00%0 -5,643-100.0% -$39.12万 清仓
VTWO VANGUARD SCOTTSDALE FDS $00.00%0 —— — 申报中断
MLRG ISHARES TR $00.00%0 -4,099-100.0% -$38.69万 清仓