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
TTD THE TRADE DESK INC $00.00%0 -10,144-100.0% -$38.51万 清仓
RVMD REVOLUTION MEDICINES INC $00.00%0 -4,754-100.0% -$37.87万 清仓
SPTI SPDR SERIES TRUST $00.00%0 -12,968-100.0% -$37.40万 清仓
— VANECK ETF TRUST $00.00%0 -10,898-100.0% -$36.83万 清仓
IUSV ISHARES TR $00.00%0 -3,579-100.0% -$36.70万 清仓
EOI EATON VANCE ENHANCED EQUITY $00.00%0 -17,825-100.0% -$36.65万 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -2,202-100.0% -$35.66万 清仓
MWA MUELLER WTR PRODS INC $00.00%0 -14,723-100.0% -$35.07万 清仓
GSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 -9,000-100.0% -$34.87万 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -9,316-100.0% -$34.80万 清仓
FTAI FTAI AVIATION LTD $00.00%0 -1,768-100.0% -$34.80万 清仓
— ISHARES ETHEREUM TR $00.00%0 -15,250-100.0% -$34.21万 清仓
BGIG ETF SER SOLUTIONS $00.00%0 -10,400-100.0% -$33.65万 清仓
— VANECK ETF TRUST $00.00%0 -9,165-100.0% -$33.62万 清仓
REZ ISHARES TR $00.00%0 -3,996-100.0% -$33.02万 清仓
CVNA CARVANA CO $00.00%0 -779-100.0% -$32.88万 清仓
FJAN FIRST TR EXCHNG TRADED FD VI $00.00%0 -6,275-100.0% -$32.47万 清仓
ENSG ENSIGN GROUP INC $00.00%0 -1,853-100.0% -$32.29万 清仓
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 -653-100.0% -$31.82万 清仓
SNPS SYNOPSYS INC $00.00%0 -677-100.0% -$31.79万 清仓
PJUN INNOVATOR ETFS TRUST $00.00%0 -7,500-100.0% -$31.41万 清仓
IBP INSTALLED BLDG PRODS INC $00.00%0 -1,189-100.0% -$30.84万 清仓
DG DOLLAR GEN CORP NEW $00.00%0 —— — 申报中断
CRS CARPENTER TECHNOLOGY CORP $00.00%0 -965-100.0% -$30.38万 清仓
A AGILENT TECHNOLOGIES INC $00.00%0 —— — 申报中断
VRSK VERISK ANALYTICS INC $00.00%0 -1,353-100.0% -$30.27万 清仓
INFL LISTED FDS TR $00.00%0 -6,746-100.0% -$29.99万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -3,582-100.0% -$29.73万 清仓
IONQ IONQ INC $00.00%0 —— — 申报中断
OTIS OTIS WORLDWIDE CORP $00.00%0 -3,229-100.0% -$28.21万 清仓
WEN WENDYS CO $00.00%0 -33,147-100.0% -$27.61万 清仓
— ISHARES U S ETF TR $00.00%0 -4,950-100.0% -$27.25万 清仓
TTC TORO CO $00.00%0 -3,460-100.0% -$27.24万 清仓
BITB BITWISE BITCOIN ETF TR $00.00%0 -5,632-100.0% -$26.79万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
SCCO SOUTHERN COPPER CORP $00.00%0 -1,841-100.0% -$26.41万 清仓
IJJ ISHARES TR $00.00%0 -1,984-100.0% -$26.11万 清仓
MFC MANULIFE FINL CORP $00.00%0 —— — 申报中断
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -14,768-100.0% -$25.62万 清仓
FDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -5,000-100.0% -$25.59万 清仓
LPLA LPL FINL HLDGS INC $00.00%0 -716-100.0% -$25.59万 清仓
IRM IRON MTN INC DEL $00.00%0 —— — 申报中断
— DUPONT DE NEMOURS INC $00.00%0 -6,356-100.0% -$25.55万 清仓
AME AMETEK INC $00.00%0 -1,229-100.0% -$25.24万 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 —— — 申报中断
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -3,041-100.0% -$24.94万 清仓
HALO HALOZYME THERAPEUTICS INC $00.00%0 -3,694-100.0% -$24.86万 清仓
FNOV FIRST TR EXCHNG TRADED FD VI $00.00%0 -4,525-100.0% -$24.81万 清仓
PAYC PAYCOM SOFTWARE INC $00.00%0 -1,552-100.0% -$24.74万 清仓
RJF RAYMOND JAMES FINL INC $00.00%0 -1,519-100.0% -$24.40万 清仓
— GRAYSCALE ETHEREUM TRUST ETF $00.00%0 -10,003-100.0% -$24.38万 清仓
— NUVEEN DOW 30 DYNMC OVERWRT $00.00%0 -15,961-100.0% -$24.36万 清仓
WHR WHIRLPOOL CORP $00.00%0 -3,318-100.0% -$23.94万 清仓
HQY HEALTHEQUITY INC $00.00%0 -2,606-100.0% -$23.87万 清仓
OGE OGE ENERGY CORP $00.00%0 —— — 申报中断
UMBF UMB FINL CORP $00.00%0 -2,035-100.0% -$23.41万 清仓
AHR AMERICAN HEALTHCARE REIT INC $00.00%0 -4,945-100.0% -$23.27万 清仓
SHYD VANECK ETF TRUST $00.00%0 -10,144-100.0% -$23.24万 清仓
SPMO INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
FCNCA FIRST CTZNS BANCSHARES INC D $00.00%0 —— — 申报中断
CCL CARNIVAL CORP $00.00%0 -7,535-100.0% -$23.01万 清仓
WCN WASTE CONNECTIONS INC $00.00%0 -1,310-100.0% -$22.97万 清仓
SE SEA LTD $00.00%0 -1,800-100.0% -$22.96万 清仓
EW EDWARDS LIFESCIENCES CORP $00.00%0 —— — 申报中断
KDP KEURIG DR PEPPER INC $00.00%0 -8,111-100.0% -$22.72万 清仓
AIT APPLIED INDL TECHNOLOGIES IN $00.00%0 -878-100.0% -$22.53万 清仓
ONB OLD NATL BANCORP IND $00.00%0 -10,063-100.0% -$22.45万 清仓
PSA PUBLIC STORAGE OPER CO $00.00%0 -863-100.0% -$22.40万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -4,380-100.0% -$21.90万 清仓
SSB SOUTHSTATE BK CORP $00.00%0 -2,311-100.0% -$21.75万 清仓
EXEL EXELIXIS INC $00.00%0 -4,941-100.0% -$21.66万 清仓
— PROSHARES TR $00.00%0 —— — 申报中断
XLRE SELECT SECTOR SPDR TR $00.00%0 -5,331-100.0% -$21.51万 清仓
IREN IREN LIMITED $00.00%0 —— — 申报中断
IDXX IDEXX LABS INC $00.00%0 -314-100.0% -$21.25万 清仓
TSPA T ROWE PRICE ETF INC $00.00%0 -4,929-100.0% -$21.09万 清仓
ORI OLD REP INTL CORP $00.00%0 -4,620-100.0% -$21.08万 清仓
TFC TRUIST FINL CORP $00.00%0 —— — 申报中断
YUM YUM BRANDS INC $00.00%0 -1,383-100.0% -$20.93万 清仓
WDAY WORKDAY INC $00.00%0 -968-100.0% -$20.80万 清仓
LH LABCORP HOLDINGS INC $00.00%0 -828-100.0% -$20.78万 清仓
PVAL PUTNAM ETF TRUST $00.00%0 -4,558-100.0% -$20.77万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 —— — 申报中断
ABNB AIRBNB INC $00.00%0 -1,515-100.0% -$20.56万 清仓
XGDVX GABELLI DIVID & INCOME TR $00.00%0 —— — 申报中断
FERG FERGUSON ENTERPRISES INC $00.00%0 -917-100.0% -$20.43万 清仓
TRGP TARGA RES CORP $00.00%0 -1,104-100.0% -$20.38万 清仓
PRI PRIMERICA INC $00.00%0 -785-100.0% -$20.28万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -973-100.0% -$20.22万 清仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $00.00%0 -789-100.0% -$20.20万 清仓
GIS GENERAL MLS INC $00.00%0 -4,342-100.0% -$20.19万 清仓
FXH FIRST TR EXCHANGE TRADED FD $00.00%0 —— — 申报中断
DLN WISDOMTREE TR $00.00%0 —— — 申报中断
XYZ BLOCK INC $00.00%0 -3,091-100.0% -$20.12万 清仓
CARR CARRIER GLOBAL CORPORATION $00.00%0 —— — 申报中断
FTLS FIRST TR EXCH TRADED FD III $00.00%0 -2,825-100.0% -$20.05万 清仓
HSBC HSBC HLDGS PLC $00.00%0 -2,547-100.0% -$20.04万 清仓
PAA PLAINS ALL AMERN PIPELINE L $00.00%0 -10,300-100.0% -$18.50万 清仓
SCCO SOUTHERN COPPER CORP 看涨期权 $00.00%0 -1,200-100.0% -$17.22万 清仓
BCAT BLACKROCK CAP ALLOCATION TER $00.00%0 -12,122-100.0% -$17.17万 清仓