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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $152.63万 | 0.10% | 9,260 | -760 | -7.6% | -$12.53万 | 减仓 |
| IYK | ISHARES TR | $152.01万 | 0.10% | 21,728 | 6 | 0.0% | $420 | 加仓 |
| — | GLADSTONE CAP CORP | $151.60万 | 0.10% | 88,295 | 88,295 | — | $151.60万 | 新建仓 |
| ITA | ISHARES TR | $151.22万 | 0.10% | 7,174 | -2,473 | -25.6% | -$52.13万 | 减仓 |
| HAL | HALLIBURTON CO | $151.16万 | 0.10% | 38,502 | 1,873 | 5.1% | $7.35万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $149.87万 | 0.09% | 14,151 | 1,166 | 9.0% | $12.35万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $149.85万 | 0.09% | 69,760 | 85 | 0.1% | $1,826 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $147.93万 | 0.09% | 15,896 | -1,959 | -11.0% | -$18.23万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $147.57万 | 0.09% | 10,144 | -527 | -4.9% | -$7.67万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $147.31万 | 0.09% | 29,125 | -260 | -0.9% | -$1.32万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $146.67万 | 0.09% | 52,420 | 52,420 | — | $146.67万 | 新建仓 |
| EQIX | EQUINIX INC | $146.06万 | 0.09% | 1,515 | -137 | -8.3% | -$13.21万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $145.56万 | 0.09% | 4,282 | -73 | -1.7% | -$2.48万 | 减仓 |
| SHY | ISHARES TR | $145.44万 | 0.09% | 17,629 | -3,616 | -17.0% | -$29.83万 | 减仓 |
| VO | VANGUARD INDEX FDS | $143.49万 | 0.09% | 5,108 | -1,284 | -20.1% | -$36.07万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $142.14万 | 0.09% | 21,066 | 1,776 | 9.2% | $11.98万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $141.83万 | 0.09% | 2,954 | -1,690 | -36.4% | -$81.14万 | 减仓 |
| AMLP | ALPS ETF TR | $139.92万 | 0.09% | 26,271 | 26,271 | — | $139.92万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $138.97万 | 0.09% | 5,933 | -207 | -3.4% | -$4.85万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $138.91万 | 0.09% | 6,993 | -157 | -2.2% | -$3.12万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $138.20万 | 0.09% | 26,756 | -1,103 | -4.0% | -$5.70万 | 减仓 |
| VGT | VANGUARD WORLD FD | $137.73万 | 0.09% | 2,060 | -10,903 | -84.1% | -$728.99万 | 减仓 |
| BLK | BLACKROCK INC | $137.15万 | 0.09% | 1,468 | -238 | -14.0% | -$22.24万 | 减仓 |
| DIS | DISNEY WALT CO | $136.54万 | 0.09% | 14,476 | -5,268 | -26.7% | -$49.69万 | 减仓 |
| MO | ALTRIA GROUP INC | $136.11万 | 0.09% | 20,309 | -2,762 | -12.0% | -$18.51万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $135.84万 | 0.09% | 11,688 | -3,269 | -21.9% | -$37.99万 | 减仓 |
| XOP | SPDR SERIES TRUST | $135.69万 | 0.09% | 7,316 | 7,316 | — | $135.69万 | 新建仓 |
| BDYN | BLACKROCK ETF TRUST | $134.35万 | 0.09% | 56,926 | 9,593 | 20.3% | $22.64万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $133.48万 | 0.08% | 2,230 | -453 | -16.9% | -$27.12万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $132.81万 | 0.08% | 28,257 | -5,223 | -15.6% | -$24.55万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $132.35万 | 0.08% | 37,706 | -1,691 | -4.3% | -$5.94万 | 减仓 |
| OEF | ISHARES TR | $131.13万 | 0.08% | 4,255 | -10,241 | -70.6% | -$315.60万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $130.67万 | 0.08% | 7,935 | -1,697 | -17.6% | -$27.94万 | 减仓 |
| GDX | VANECK ETF TRUST | $129.20万 | 0.08% | 15,060 | -10,819 | -41.8% | -$92.82万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $128.98万 | 0.08% | 14,012 | -5,056 | -26.5% | -$46.54万 | 减仓 |
| USFR | WISDOMTREE TR | $128.80万 | 0.08% | 25,586 | -1,384 | -5.1% | -$6.97万 | 减仓 |
| FLOT | ISHARES TR | $128.69万 | 0.08% | 25,318 | -596 | -2.3% | -$3.03万 | 减仓 |
| MMM | 3M CO | $127.92万 | 0.08% | 8,976 | -7,552 | -45.7% | -$107.63万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $126.86万 | 0.08% | 9,632 | -1,472 | -13.3% | -$19.39万 | 减仓 |
| GOVT | ISHARES TR | $126.83万 | 0.08% | 55,408 | 55,408 | — | $126.83万 | 新建仓 |
| PSX | PHILLIPS 66 | $126.80万 | 0.08% | 6,861 | -1,630 | -19.2% | -$30.13万 | 减仓 |
| LIN | LINDE PLC | $126.23万 | 0.08% | 2,528 | -735 | -22.5% | -$36.70万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $125.63万 | 0.08% | 43,470 | -3,805 | -8.0% | -$11.00万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $125.40万 | 0.08% | 20,238 | -56,698 | -73.7% | -$351.31万 | 减仓 |
| AMGN | AMGEN INC | $125.36万 | 0.08% | 3,592 | -809 | -18.4% | -$28.23万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $124.69万 | 0.08% | 37,219 | 37,219 | — | $124.69万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $124.67万 | 0.08% | 87,184 | -18,352 | -17.4% | -$26.24万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $123.73万 | 0.08% | 67,651 | 67,651 | — | $123.73万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $123.67万 | 0.08% | 6,216 | -571 | -8.4% | -$11.36万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $123.18万 | 0.08% | 5,448 | -204 | -3.6% | -$4.61万 | 减仓 |
| BUXX | EA SERIES TRUST | $122.82万 | 0.08% | 60,696 | 28,650 | 89.4% | $57.97万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $122.70万 | 0.08% | 8,532 | -8,075 | -48.6% | -$116.13万 | 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 |
| COP | CONOCOPHILLIPS | $119.01万 | 0.08% | 8,956 | -7,991 | -47.2% | -$106.19万 | 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 |
| GLW | CORNING INC | $117.86万 | 0.07% | 9,169 | -4,320 | -32.0% | -$55.53万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $117.56万 | 0.07% | 1,963 | 1 | 0.1% | $599 | 加仓 |
| ILCG | ISHARES TR | $115.96万 | 0.07% | 12,648 | -2,642 | -17.3% | -$24.22万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $114.77万 | 0.07% | 9,409 | -190 | -2.0% | -$2.32万 | 减仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $114.53万 | 0.07% | 57,729 | 7,114 | 14.1% | $14.11万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $114.23万 | 0.07% | 42,277 | 42,277 | — | $114.23万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $113.81万 | 0.07% | 1,695 | -192 | -10.2% | -$12.89万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $113.26万 | 0.07% | 25,019 | -6,223 | -19.9% | -$28.17万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $112.27万 | 0.07% | 2,402 | -2,996 | -55.5% | -$140.04万 | 减仓 |
| CVS | CVS HEALTH CORP | $111.49万 | 0.07% | 15,894 | -709 | -4.3% | -$4.97万 | 减仓 |
| PGR | PROGRESSIVE CORP | $110.31万 | 0.07% | 5,477 | 2,055 | 60.1% | $41.39万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $110.24万 | 0.07% | 16,597 | 1,998 | 13.7% | $13.27万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $109.66万 | 0.07% | 4,393 | -4 | -0.1% | -$998 | 减仓 |
| INTC | INTEL CORP | $108.73万 | 0.07% | 26,397 | -9,626 | -26.7% | -$39.65万 | 减仓 |
| NOW | SERVICENOW INC | $108.40万 | 0.07% | 10,327 | -3,308 | -24.3% | -$34.72万 | 减仓 |
| USIG | ISHARES TR | $107.98万 | 0.07% | 21,185 | -1,073 | -4.8% | -$5.47万 | 减仓 |
| MUB | ISHARES TR | $107.83万 | 0.07% | 10,177 | -82 | -0.8% | -$8,688 | 减仓 |
| SDY | SPDR SERIES TRUST | $107.61万 | 0.07% | 7,447 | 164 | 2.3% | $2.37万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $107.27万 | 0.07% | 11,774 | -9 | -0.1% | -$820 | 减仓 |
| CMI | CUMMINS INC | $107.25万 | 0.07% | 2,096 | -357 | -14.6% | -$18.27万 | 减仓 |
| UNP | UNION PAC CORP | $106.91万 | 0.07% | 4,469 | -1,103 | -19.8% | -$26.39万 | 减仓 |
| SO | SOUTHERN CO | $106.45万 | 0.07% | 10,982 | -3,882 | -26.1% | -$37.63万 | 减仓 |
| PULS | PGIM ETF TR | $105.66万 | 0.07% | 21,276 | 6,743 | 46.4% | $33.49万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $105.47万 | 0.07% | 9,976 | -127 | -1.3% | -$1.34万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $104.91万 | 0.07% | 3,573 | -165 | -4.4% | -$4.84万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $104.77万 | 0.07% | 46,795 | -5,726 | -10.9% | -$12.82万 | 减仓 |
| DDWM | WISDOMTREE TR | $104.12万 | 0.07% | 24,253 | 3,637 | 17.6% | $15.61万 | 加仓 |
| XTL | SPDR SERIES TRUST | $103.46万 | 0.07% | 5,701 | 5,701 | — | $103.46万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $102.90万 | 0.07% | 39,141 | 1,407 | 3.7% | $3.70万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $102.70万 | 0.07% | 2,317 | -1,138 | -32.9% | -$50.44万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $102.32万 | 0.06% | 10,044 | -3,045 | -23.3% | -$31.02万 | 减仓 |
| SHEL | SHELL PLC | $101.88万 | 0.06% | 10,986 | -326 | -2.9% | -$3.02万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $101.66万 | 0.06% | 25,628 | 25,628 | — | $101.66万 | 新建仓 |
| PFF | ISHARES TR | $101.61万 | 0.06% | 33,735 | -11,731 | -25.8% | -$35.33万 | 减仓 |
| CSX | CSX CORP | $101.42万 | 0.06% | 25,502 | -5,510 | -17.8% | -$21.91万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $101.03万 | 0.06% | 19,520 | -1,999 | -9.3% | -$10.35万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $100.86万 | 0.06% | 8,895 | -254 | -2.8% | -$2.88万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $100.80万 | 0.06% | 32,086 | 32,086 | — | $100.80万 | 新建仓 |
| MAGS | LISTED FDS TR | $98.15万 | 0.06% | 17,719 | 17,719 | — | $98.15万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $98.04万 | 0.06% | 11,075 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $97.02万 | 0.06% | 38,933 | -52,369 | -57.4% | -$130.50万 | 减仓 |
| EMR | EMERSON ELEC CO | $96.95万 | 0.06% | 7,863 | -1,643 | -17.3% | -$20.26万 | 减仓 |
| USB | US BANCORP | $96.42万 | 0.06% | 18,950 | 186 | 1.0% | $9,464 | 加仓 |
| KLAC | KLA CORP | $96.19万 | 0.06% | 696 | -944 | -57.6% | -$130.46万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $95.55万 | 0.06% | 11,609 | -212 | -1.8% | -$1.74万 | 减仓 |