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 |
|---|---|---|---|---|---|---|---|---|
| SSRM | SSR MINING IN | $94.36万 | 0.06% | 36,000 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $94.18万 | 0.06% | 77,578 | 47,325 | 156.4% | $57.45万 | 加仓 |
| IAGG | ISHARES TR | $93.61万 | 0.06% | 18,793 | -673 | -3.5% | -$3.35万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $92.41万 | 0.06% | 16,909 | 936 | 5.9% | $5.12万 | 加仓 |
| APH | AMPHENOL CORP | $92.36万 | 0.06% | 7,751 | -7,299 | -48.5% | -$86.97万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $91.89万 | 0.06% | 12,312 | 84 | 0.7% | $6,269 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $91.64万 | 0.06% | 20,587 | 5,283 | 34.5% | $23.52万 | 加仓 |
| NEM | NEWMONT CORP | $89.73万 | 0.06% | 8,701 | -972 | -10.0% | -$10.02万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $89.38万 | 0.06% | 1,365 | 1,365 | — | $89.38万 | 新建仓 |
| GLD | SPDR GOLD TR 看跌期权 | $89.05万 | 0.06% | 214,800 | 214,800 | — | $89.05万 | 新建仓 |
| NOBL | PROSHARES TR | $87.83万 | 0.06% | 8,391 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $87.41万 | 0.06% | 3,387 | 422 | 14.2% | $10.89万 | 加仓 |
| VST | VISTRA CORP | $86.40万 | 0.05% | 5,856 | 368 | 6.7% | $5.43万 | 加仓 |
| PLD | PROLOGIS INC. | $86.21万 | 0.05% | 6,695 | -1,450 | -17.8% | -$18.67万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $85.38万 | 0.05% | 8,992 | -4,805 | -34.8% | -$45.62万 | 减仓 |
| BINV | 2023 ETF SERIES TRUST | $84.85万 | 0.05% | 21,176 | 21,176 | — | $84.85万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $84.67万 | 0.05% | 2,484 | -534 | -17.7% | -$18.20万 | 减仓 |
| SPGI | S&P GLOBAL INC | $84.60万 | 0.05% | 2,026 | -520 | -20.4% | -$21.71万 | 减仓 |
| IWS | ISHARES TR | $84.17万 | 0.05% | 5,916 | -147 | -2.4% | -$2.09万 | 减仓 |
| OR | OR ROYALTIES INC. | $83.82万 | 0.05% | 23,778 | -1,163 | -4.7% | -$4.10万 | 减仓 |
| IDEV | ISHARES TR | $83.50万 | 0.05% | 10,307 | 10,307 | — | $83.50万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $83.09万 | 0.05% | 32,501 | 10,075 | 44.9% | $25.76万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $82.90万 | 0.05% | 29,304 | 29,304 | — | $82.90万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $82.89万 | 0.05% | 5,359 | -563 | -9.5% | -$8.71万 | 减仓 |
| — | DBX ETF TR | $82.31万 | 0.05% | 24,949 | -17,725 | -41.5% | -$58.48万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $82.10万 | 0.05% | 3,897 | -38,168 | -90.7% | -$804.14万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $81.42万 | 0.05% | 33,717 | 5,377 | 19.0% | $12.98万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $81.13万 | 0.05% | 2,873 | -1,213 | -29.7% | -$34.25万 | 减仓 |
| MCK | MCKESSON CORP | $80.92万 | 0.05% | 941 | -1,650 | -63.7% | -$141.89万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $80.46万 | 0.05% | 150,000 | 148,700 | 11,438.5% | $79.76万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $80.44万 | 0.05% | 934 | -204 | -17.9% | -$17.57万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $80.27万 | 0.05% | 30,201 | 2,164 | 7.7% | $5.75万 | 加仓 |
| AZN | ASTRAZENECA PLC | $80.07万 | 0.05% | 4,130 | 4,130 | — | $80.07万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $79.92万 | 0.05% | 120,000 | 7,000 | 6.2% | $4.66万 | 加仓 |
| DVY | ISHARES TR | $79.28万 | 0.05% | 5,284 | -2,058 | -28.0% | -$30.88万 | 减仓 |
| IQLT | ISHARES TR | $78.62万 | 0.05% | 17,542 | -18,265 | -51.0% | -$81.86万 | 减仓 |
| SNDK | SANDISK CORP | $77.80万 | 0.05% | 1,359 | 1,359 | — | $77.80万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $77.65万 | 0.05% | 9,278 | -1,390 | -13.0% | -$11.63万 | 减仓 |
| VLUE | ISHARES TR | $77.48万 | 0.05% | 5,595 | 822 | 17.2% | $11.38万 | 加仓 |
| DAL | DELTA AIR LINES INC | $77.24万 | 0.05% | 12,223 | -301 | -2.4% | -$1.90万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $76.96万 | 0.05% | 15,677 | 8,122 | 107.5% | $39.87万 | 加仓 |
| SHV | ISHARES TR | $76.92万 | 0.05% | 6,969 | 2,678 | 62.4% | $29.56万 | 加仓 |
| ASML | ASML HLDG NV | $76.90万 | 0.05% | 613 | -4,588 | -88.2% | -$575.55万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $76.80万 | 0.05% | 2,405 | -224 | -8.5% | -$7.15万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $75.20万 | 0.05% | 3,633 | -6 | -0.2% | -$1,242 | 减仓 |
| IEF | ISHARES TR | $75.09万 | 0.05% | 7,882 | 5,601 | 245.6% | $53.36万 | 重新持有 |
| HYG | ISHARES TR | $74.59万 | 0.05% | 9,464 | -5,254 | -35.7% | -$41.41万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $74.03万 | 0.05% | 2,006 | -112 | -5.3% | -$4.13万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $73.89万 | 0.05% | 50,200 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $73.54万 | 0.05% | 9,455 | 589 | 6.6% | $4.58万 | 加仓 |
| PWR | QUANTA SVCS INC | $73.29万 | 0.05% | 1,373 | -1,909 | -58.2% | -$101.90万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $73.07万 | 0.05% | 10,040 | -294 | -2.8% | -$2.14万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $72.92万 | 0.05% | 31,348 | 31,348 | — | $72.92万 | 新建仓 |
| NVS | NOVARTIS AG | $72.80万 | 0.05% | 4,842 | -1,944 | -28.6% | -$29.23万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $72.49万 | 0.05% | 9,964 | 475 | 5.0% | $3.46万 | 加仓 |
| CME | CME GROUP INC | $72.37万 | 0.05% | 2,432 | -2,365 | -49.3% | -$70.38万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $72.20万 | 0.05% | 2,474 | -428 | -14.7% | -$12.49万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $72.17万 | 0.05% | 9,821 | -800 | -7.5% | -$5.88万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $72.04万 | 0.05% | 8,403 | -784 | -8.5% | -$6.72万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $71.65万 | 0.05% | 7,803 | 382 | 5.1% | $3.51万 | 加仓 |
| FLRT | PACER FDS TR | $71.59万 | 0.05% | 15,493 | 8 | 0.1% | $370 | 加仓 |
| ADSK | AUTODESK INC | $71.29万 | 0.05% | 3,025 | -1,349 | -30.8% | -$31.79万 | 减仓 |
| IXN | ISHARES TR | $71.22万 | 0.05% | 7,437 | -1,175 | -13.6% | -$11.25万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $70.58万 | 0.04% | 5,077 | 5,077 | — | $70.58万 | 新建仓 |
| GWW | WW GRAINGER INC | $70.21万 | 0.04% | 664 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $70.15万 | 0.04% | 5,122 | -528 | -9.3% | -$7.23万 | 减仓 |
| ARKK | ARK ETF TR | $69.71万 | 0.04% | 10,974 | -673 | -5.8% | -$4.27万 | 减仓 |
| IWD | ISHARES TR | $69.24万 | 0.04% | 3,306 | -3,678 | -52.7% | -$77.03万 | 减仓 |
| GM | GENERAL MTRS CO | $69.13万 | 0.04% | 9,500 | -938 | -9.0% | -$6.83万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $69.02万 | 0.04% | 5,063 | -967 | -16.0% | -$13.18万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $68.69万 | 0.04% | 3,559 | -9,197 | -72.1% | -$177.52万 | 减仓 |
| ADI | ANALOG DEVICES INC | $68.27万 | 0.04% | 2,252 | -359 | -13.7% | -$10.88万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $68.16万 | 0.04% | 18,090 | -8,484 | -31.9% | -$31.97万 | 减仓 |
| SHOP | SHOPIFY INC | $68.02万 | 0.04% | 6,086 | -1,506 | -19.8% | -$16.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $67.72万 | 0.04% | 5,831 | -336 | -5.4% | -$3.90万 | 减仓 |
| MDT | MEDTRONIC PLC | $67.61万 | 0.04% | 7,885 | 29 | 0.4% | $2,487 | 加仓 |
| TIP | ISHARES TR | $67.53万 | 0.04% | 6,120 | -5,026 | -45.1% | -$55.46万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $67.24万 | 0.04% | 6,116 | -295 | -4.6% | -$3.24万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $66.37万 | 0.04% | 37,669 | 2,555 | 7.3% | $4.50万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $66.37万 | 0.04% | 2,101 | -509 | -19.5% | -$16.08万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $66.18万 | 0.04% | 19,970 | -104,975 | -84.0% | -$347.89万 | 减仓 |
| ADBE | ADOBE INC | $65.01万 | 0.04% | 2,696 | -1,495 | -35.7% | -$36.05万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $64.94万 | 0.04% | 26,196 | -12,426 | -32.2% | -$30.80万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $64.82万 | 0.04% | 31,525 | -2,811 | -8.2% | -$5.78万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $64.46万 | 0.04% | 9,719 | 300 | 3.2% | $1.99万 | 加仓 |
| SF | STIFEL FINL CORP | $64.21万 | 0.04% | 8,936 | -427 | -4.6% | -$3.07万 | 减仓 |
| EEM | ISHARES TR | $63.75万 | 0.04% | 11,643 | -453 | -3.7% | -$2.48万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $62.61万 | 0.04% | 20,093 | -9,808 | -32.8% | -$30.56万 | 减仓 |
| WM | WASTE MGMT INC DEL | $62.45万 | 0.04% | 2,716 | -1,739 | -39.0% | -$39.99万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $62.29万 | 0.04% | 30,180 | 3,308 | 12.3% | $6.83万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $62.18万 | 0.04% | 3,148 | 685 | 27.8% | $13.53万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $61.91万 | 0.04% | 3,293 | -249 | -7.0% | -$4.68万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $61.82万 | 0.04% | 4,953 | -63,926 | -92.8% | -$797.89万 | 减仓 |
| WELL | WELLTOWER INC | $61.24万 | 0.04% | 3,136 | -533 | -14.5% | -$10.41万 | 减仓 |
| NLR | VANECK ETF TRUST | $60.81万 | 0.04% | 4,783 | -6,482 | -57.5% | -$82.41万 | 减仓 |
| MSTR | STRATEGY INC | $60.77万 | 0.04% | 5,004 | 305 | 6.5% | $3.70万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $60.41万 | 0.04% | 12,551 | 12,551 | — | $60.41万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $60.38万 | 0.04% | 7,375 | -2,783 | -27.4% | -$22.79万 | 减仓 |
| NET | CLOUDFLARE INC | $60.14万 | 0.04% | 3,090 | 176 | 6.0% | $3.43万 | 加仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $59.88万 | 0.04% | 25,221 | 652 | 2.7% | $1.55万 | 加仓 |