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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $366.87万 | 0.23% | 31,064 | -5,451 | -14.9% | -$64.38万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $366.67万 | 0.23% | 29,798 | -2,769 | -8.5% | -$34.07万 | 减仓 |
| DE | DEERE & CO | $362.81万 | 0.23% | 6,531 | -467 | -6.7% | -$25.94万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $361.11万 | 0.23% | 18,062 | -56,256 | -75.7% | -$1,124.72万 | 减仓 |
| BROS | DUTCH BROS INC | $352.68万 | 0.22% | 73,491 | -7 | -0.0% | -$336 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $349.35万 | 0.22% | 124,324 | -3,936 | -3.1% | -$11.06万 | 减仓 |
| IWP | ISHARES TR | $348.33万 | 0.22% | 28,177 | -1,493 | -5.0% | -$18.46万 | 减仓 |
| EFV | ISHARES TR | $345.86万 | 0.22% | 47,797 | -3,220 | -6.3% | -$23.30万 | 减仓 |
| C | CITIGROUP INC | $340.00万 | 0.22% | 31,696 | -5,823 | -15.5% | -$62.46万 | 减仓 |
| CWB | SPDR SERIES TRUST | $337.02万 | 0.21% | 37,851 | -7,578 | -16.7% | -$67.47万 | 减仓 |
| CSCO | CISCO SYS INC | $336.10万 | 0.21% | 43,626 | -23,763 | -35.3% | -$183.07万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $334.77万 | 0.21% | 59,325 | -14,388 | -19.5% | -$81.19万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $332.67万 | 0.21% | 55,695 | -2,604 | -4.5% | -$15.55万 | 减仓 |
| SLV | ISHARES SILVER TR | $331.24万 | 0.21% | 52,147 | -39,368 | -43.0% | -$250.07万 | 减仓 |
| QUAL | ISHARES TR | $329.00万 | 0.21% | 17,642 | -442 | -2.4% | -$8.24万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $325.98万 | 0.21% | 58,577 | -6,980 | -10.6% | -$38.84万 | 减仓 |
| T | AT&T INC | $325.44万 | 0.21% | 113,077 | -17,858 | -13.6% | -$51.40万 | 减仓 |
| CAFX | PROFESIONALLY MANAGED PORTFO | $317.99万 | 0.20% | 128,609 | 10,249 | 8.7% | $25.34万 | 加仓 |
| IJH | ISHARES TR | $315.85万 | 0.20% | 48,155 | -22,321 | -31.7% | -$146.40万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $308.93万 | 0.20% | 61,418 | -14,941 | -19.6% | -$75.15万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $295.91万 | 0.19% | 11,303 | -3,661 | -24.5% | -$95.84万 | 减仓 |
| VB | VANGUARD INDEX FDS | $291.60万 | 0.18% | 11,488 | -3,293 | -22.3% | -$83.59万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $288.56万 | 0.18% | 81,883 | 42,785 | 109.4% | $150.77万 | 加仓 |
| BP | BP PLC | $288.01万 | 0.18% | 60,825 | -28,685 | -32.0% | -$135.82万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $285.38万 | 0.18% | 24,742 | -2,503 | -9.2% | -$28.87万 | 减仓 |
| LLY | ELI LILLY & CO 看跌期权 | $283.72万 | 0.18% | 320,000 | 316,685 | 9,553.1% | $280.78万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $281.51万 | 0.18% | 6,217 | -764 | -10.9% | -$34.59万 | 减仓 |
| — | HONEYWELL INTL INC | $274.92万 | 0.17% | 12,302 | -46 | -0.4% | -$1.03万 | 减仓 |
| PFE | PFIZER INC | $272.40万 | 0.17% | 98,090 | -4,326 | -4.2% | -$12.01万 | 减仓 |
| IGM | ISHARES TR | $271.65万 | 0.17% | 23,974 | -345 | -1.4% | -$3.91万 | 减仓 |
| SGOV | ISHARES TR | $271.03万 | 0.17% | 26,926 | -5,265 | -16.4% | -$53.00万 | 减仓 |
| ITOT | ISHARES TR | $268.82万 | 0.17% | 19,436 | -8,879 | -31.4% | -$122.80万 | 减仓 |
| VIS | VANGUARD WORLD FD | $268.15万 | 0.17% | 8,882 | -1,438 | -13.9% | -$43.41万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $267.89万 | 0.17% | 73,475 | 2,130 | 3.0% | $7.77万 | 加仓 |
| COWZ | PACER FDS TR | $264.41万 | 0.17% | 42,723 | 12,632 | 42.0% | $78.18万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $257.61万 | 0.16% | 28,040 | -2,786 | -9.0% | -$25.60万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $255.24万 | 0.16% | 145,850 | -2,656 | -1.8% | -$4.65万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $252.37万 | 0.16% | 23,885 | -11,580 | -32.7% | -$122.35万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $242.87万 | 0.15% | 62,146 | -6,768 | -9.8% | -$26.45万 | 减仓 |
| KO | COCA COLA CO | $237.70万 | 0.15% | 31,166 | -6,220 | -16.6% | -$47.44万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $235.70万 | 0.15% | 48,739 | -8,585 | -15.0% | -$41.52万 | 减仓 |
| APMU | TRUST FOR PROFESSIONAL MANAG | $232.86万 | 0.15% | 93,857 | -381 | -0.4% | -$9,453 | 减仓 |
| BNO | UNITED STS BRENT OIL FD LP | $232.44万 | 0.15% | 43,053 | 43,053 | — | $232.44万 | 新建仓 |
| GE | GE AEROSPACE | $231.78万 | 0.15% | 8,482 | -911 | -9.7% | -$24.89万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $230.96万 | 0.15% | 26,446 | 723 | 2.8% | $6.31万 | 加仓 |
| MCD | MCDONALDS CORP | $230.01万 | 0.15% | 7,455 | -4,861 | -39.5% | -$149.97万 | 减仓 |
| EFA | ISHARES TR | $229.61万 | 0.15% | 24,408 | -1,400 | -5.4% | -$13.17万 | 减仓 |
| TXN | TEXAS INSTRS INC | $228.48万 | 0.14% | 12,256 | -1,413 | -10.3% | -$26.34万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $228.43万 | 0.14% | 14,586 | -3,901 | -21.1% | -$61.09万 | 减仓 |
| WFC | WELLS FARGO & CO | $227.29万 | 0.14% | 29,595 | 208 | 0.7% | $1.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $225.69万 | 0.14% | 6,985 | -5,405 | -43.6% | -$174.64万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $224.61万 | 0.14% | 44,468 | 6,193 | 16.2% | $31.28万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $223.96万 | 0.14% | 14,525 | -10,613 | -42.2% | -$163.64万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $223.95万 | 0.14% | 37,359 | 535 | 1.5% | $3.21万 | 加仓 |
| DTCR | GLOBAL X FDS | $221.79万 | 0.14% | 96,179 | -13,859 | -12.6% | -$31.96万 | 减仓 |
| MTUM | ISHARES TR | $218.70万 | 0.14% | 9,477 | -391 | -4.0% | -$9.02万 | 减仓 |
| CB | CHUBB LTD SWITZ | $215.53万 | 0.14% | 6,624 | -66 | -1.0% | -$2.15万 | 减仓 |
| FDX | FEDEX CORP | $212.53万 | 0.13% | 6,219 | -1,042 | -14.4% | -$35.61万 | 减仓 |
| IAU | ISHARES GOLD TR | $208.22万 | 0.13% | 24,517 | -68,786 | -73.7% | -$584.20万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $207.75万 | 0.13% | 16,412 | -1,251 | -7.1% | -$15.84万 | 减仓 |
| QCOM | QUALCOMM INC | $203.44万 | 0.13% | 16,010 | -4,309 | -21.2% | -$54.76万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $201.21万 | 0.13% | 22,914 | 2,877 | 14.4% | $25.26万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $200.05万 | 0.13% | 65,633 | -17,390 | -20.9% | -$53.01万 | 减仓 |
| TLH | ISHARES TR | $195.76万 | 0.12% | 19,454 | -1,663 | -7.9% | -$16.73万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $195.16万 | 0.12% | 6,560 | -986 | -13.1% | -$29.33万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $194.95万 | 0.12% | 77,919 | 77,919 | — | $194.95万 | 新建仓 |
| LQD | ISHARES TR | $194.84万 | 0.12% | 17,989 | 11,618 | 182.4% | $125.84万 | 加仓 |
| IWM | ISHARES TR | $193.56万 | 0.12% | 8,078 | -10,460 | -56.4% | -$250.63万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $190.40万 | 0.12% | 96,895 | 10,046 | 11.6% | $19.74万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $187.96万 | 0.12% | 43,905 | 43,905 | — | $187.96万 | 新建仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $185.84万 | 0.12% | 37,108 | 2,578 | 7.5% | $12.91万 | 加仓 |
| ET | ENERGY TRANSFER L P | $183.86万 | 0.12% | 93,853 | -5,463 | -5.5% | -$10.70万 | 减仓 |
| CRWV | COREWEAVE INC | $182.67万 | 0.12% | 26,417 | 8,994 | 51.6% | $62.19万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $182.63万 | 0.12% | 23,739 | 228 | 1.0% | $1.75万 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $181.55万 | 0.11% | 144,543 | -1,676 | -1.1% | -$2.11万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $178.22万 | 0.11% | 206,750 | 9,000 | 4.6% | $7.76万 | 加仓 |
| MBB | ISHARES TR | $177.02万 | 0.11% | 18,689 | -118 | -0.6% | -$1.12万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $176.47万 | 0.11% | 16,346 | -34,753 | -68.0% | -$375.19万 | 减仓 |
| IYW | ISHARES TR | $175.95万 | 0.11% | 10,139 | -1,072 | -9.6% | -$18.60万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $175.13万 | 0.11% | 37,574 | 818 | 2.2% | $3.81万 | 加仓 |
| AZO | AUTOZONE INC | $173.81万 | 0.11% | 520 | -57 | -9.9% | -$19.05万 | 减仓 |
| XAR | SPDR SERIES TRUST | $173.38万 | 0.11% | 7,157 | -1,474 | -17.1% | -$35.71万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $172.04万 | 0.11% | 38,531 | 3,421 | 9.7% | $15.27万 | 加仓 |
| IWR | ISHARES TR | $171.24万 | 0.11% | 18,075 | -412 | -2.2% | -$3.90万 | 减仓 |
| PEP | PEPSICO INC | $170.72万 | 0.11% | 10,887 | -656 | -5.7% | -$10.29万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $169.96万 | 0.11% | 3,760 | -1,454 | -27.9% | -$65.72万 | 减仓 |
| DBEF | DBX ETF TR | $168.88万 | 0.11% | 34,987 | -5,515 | -13.6% | -$26.62万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $168.56万 | 0.11% | 35,979 | -761 | -2.1% | -$3.57万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $168.46万 | 0.11% | 54,046 | 1,477 | 2.8% | $4.60万 | 加仓 |
| SBUX | STARBUCKS CORP | $167.86万 | 0.11% | 19,356 | -526 | -2.6% | -$4.56万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $167.04万 | 0.11% | 24,375 | 643 | 2.7% | $4.41万 | 加仓 |
| IWX | ISHARES TR | $166.47万 | 0.11% | 18,323 | -2,159 | -10.5% | -$19.61万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $164.30万 | 0.10% | 30,443 | 13,779 | 82.7% | $74.37万 | 加仓 |
| — | GLOBAL X FDS | $163.23万 | 0.10% | 43,762 | 43,762 | — | $163.23万 | 新建仓 |
| LOW | LOWES COS INC | $161.75万 | 0.10% | 6,954 | -906 | -11.5% | -$21.07万 | 减仓 |
| CRM | SALESFORCE INC | $159.53万 | 0.10% | 8,622 | -4,128 | -32.4% | -$76.38万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $159.26万 | 0.10% | 7,502 | -960 | -11.3% | -$20.38万 | 减仓 |
| SH | PROSHARES TR | $158.56万 | 0.10% | 40,624 | -6,551 | -13.9% | -$25.57万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $155.15万 | 0.10% | 75,518 | -3,685 | -4.7% | -$7.57万 | 减仓 |
| VV | VANGUARD INDEX FDS | $154.14万 | 0.10% | 5,311 | -784 | -12.9% | -$22.75万 | 减仓 |