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 |
|---|---|---|---|---|---|---|---|---|
| — | SPROTT FDS TR | $59.77万 | 0.04% | 11,000 | 1,800 | 19.6% | $9.78万 | 加仓 |
| PFFA | ETFIS SER TR I | $59.43万 | 0.04% | 29,220 | -82 | -0.3% | -$1,668 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $59.34万 | 0.04% | 11,845 | -640 | -5.1% | -$3.21万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $59.04万 | 0.04% | 3,466 | -412 | -10.6% | -$7.02万 | 减仓 |
| LITE | LUMENTUM HLDGS INC 看涨期权 | $58.93万 | 0.04% | 90,000 | 90,000 | — | $58.93万 | 新建仓 |
| PTMC | PACER FDS TR | $58.80万 | 0.04% | 16,541 | -1,706 | -9.3% | -$6.06万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $58.45万 | 0.04% | 9,289 | -4,072 | -30.5% | -$25.62万 | 减仓 |
| ESGU | ISHARES TR | $58.15万 | 0.04% | 4,232 | -569 | -11.9% | -$7.82万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $58.14万 | 0.04% | 2,883 | -1,711 | -37.2% | -$34.50万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $57.98万 | 0.04% | 2,304 | -559 | -19.5% | -$14.07万 | 减仓 |
| SNY | SANOFI SA | $57.90万 | 0.04% | 12,392 | -1,504 | -10.8% | -$7.03万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $57.64万 | 0.04% | 1,930 | -1,948 | -50.2% | -$58.17万 | 减仓 |
| SNOW | SNOWFLAKE INC | $56.94万 | 0.04% | 3,705 | 469 | 14.5% | $7.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.69万 | 0.04% | 14,993 | 5 | 0.0% | $189 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $56.63万 | 0.04% | 16,830 | -2,046 | -10.8% | -$6.88万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $56.54万 | 0.04% | 10,974 | -3,773 | -25.6% | -$19.44万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $56.22万 | 0.04% | 4,182 | -120 | -2.8% | -$1.61万 | 减仓 |
| ECL | ECOLAB INC | $55.82万 | 0.04% | 2,127 | -179 | -7.8% | -$4.70万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $55.68万 | 0.04% | 492 | -58 | -10.5% | -$6.56万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $55.50万 | 0.04% | 2,504 | -345 | -12.1% | -$7.65万 | 减仓 |
| ETR | ENTERGY CORP NEW | $55.07万 | 0.03% | 4,959 | -91 | -1.8% | -$1.01万 | 减仓 |
| EVRG | EVERGY INC | $54.74万 | 0.03% | 6,710 | -390 | -5.5% | -$3.18万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $54.71万 | 0.03% | 26,935 | -7 | -0.0% | -$142 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $54.27万 | 0.03% | 1,861 | -23 | -1.2% | -$6,707 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $54.15万 | 0.03% | 8,204 | -320 | -3.8% | -$2.11万 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $53.75万 | 0.03% | 20,786 | 598 | 3.0% | $1.55万 | 加仓 |
| IWO | ISHARES TR | $53.24万 | 0.03% | 1,769 | -775 | -30.5% | -$23.32万 | 减仓 |
| ESGE | ISHARES INC | $52.99万 | 0.03% | 12,097 | -1,439 | -10.6% | -$6.30万 | 减仓 |
| INTU | INTUIT | $52.98万 | 0.03% | 1,235 | 121 | 10.9% | $5.19万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $52.26万 | 0.03% | 8,020 | 2,466 | 44.4% | $16.07万 | 加仓 |
| HSY | HERSHEY CO | $52.02万 | 0.03% | 2,436 | -205 | -7.8% | -$4.38万 | 减仓 |
| EWY | ISHARES INC | $51.27万 | 0.03% | 4,403 | -75 | -1.7% | -$8,733 | 减仓 |
| TTE | TOTALENERGIES SE | $51.21万 | 0.03% | 5,594 | -1,186 | -17.5% | -$10.86万 | 减仓 |
| EMXC | ISHARES INC | $51.07万 | 0.03% | 6,760 | 411 | 6.5% | $3.10万 | 加仓 |
| OKE | ONEOK INC NEW | $50.76万 | 0.03% | 5,461 | -1,107 | -16.9% | -$10.29万 | 减仓 |
| PEP | PEPSICO INC 看涨期权 | $50.37万 | 0.03% | 321,200 | 319,400 | 17,744.4% | $50.09万 | 加仓 |
| KKR | KKR & CO INC | $50.27万 | 0.03% | 5,564 | 6 | 0.1% | $542 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $50.24万 | 0.03% | 26,496 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $49.93万 | 0.03% | 9,190 | 101 | 1.1% | $5,487 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $49.77万 | 0.03% | 4,023 | 262 | 7.0% | $3.24万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $49.70万 | 0.03% | 3,091 | 169 | 5.8% | $2.72万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $49.50万 | 0.03% | 4,297 | -5,942 | -58.0% | -$68.44万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $49.42万 | 0.03% | 1,418 | -71 | -4.8% | -$2.47万 | 减仓 |
| IGV | ISHARES TR | $49.32万 | 0.03% | 6,354 | 3,079 | 94.0% | $23.90万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $47.92万 | 0.03% | 4,290 | 4,290 | — | $47.92万 | 新建仓 |
| IXJ | ISHARES TR | $47.87万 | 0.03% | 5,218 | -2,961 | -36.2% | -$27.16万 | 减仓 |
| — | COTERRA ENERGY INC | $47.81万 | 0.03% | 13,313 | -1,159 | -8.0% | -$4.16万 | 减仓 |
| MET | METLIFE INC | $47.40万 | 0.03% | 6,943 | -702 | -9.2% | -$4.79万 | 减仓 |
| KR | KROGER CO | $47.31万 | 0.03% | 6,418 | 4 | 0.1% | $295 | 加仓 |
| SNA | SNAP ON INC | $47.16万 | 0.03% | 1,322 | -84 | -6.0% | -$3.00万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $47.16万 | 0.03% | 2,115 | -3,481 | -62.2% | -$77.62万 | 减仓 |
| MINT | PIMCO ETF TR | $47.14万 | 0.03% | 4,688 | -11,622 | -71.3% | -$116.87万 | 减仓 |
| IYF | ISHARES TR | $46.88万 | 0.03% | 4,075 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $46.79万 | 0.03% | 6,785 | -171 | -2.5% | -$1.18万 | 减仓 |
| CRH | CRH PLC | $46.58万 | 0.03% | 4,571 | -1,993 | -30.4% | -$20.31万 | 减仓 |
| AMCR | AMCOR PLC | $46.56万 | 0.03% | 12,218 | 12,218 | — | $46.56万 | 新建仓 |
| HDV | ISHARES TR | $46.52万 | 0.03% | 3,436 | -178 | -4.9% | -$2.41万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $46.46万 | 0.03% | 1,715 | -584 | -25.4% | -$15.82万 | 减仓 |
| BE | BLOOM ENERGY CORP | $46.38万 | 0.03% | 3,881 | -887 | -18.6% | -$10.60万 | 减仓 |
| WMB | WILLIAMS COS INC | $45.47万 | 0.03% | 6,274 | -1,215 | -16.2% | -$8.80万 | 减仓 |
| PAVE | GLOBAL X FDS | $45.03万 | 0.03% | 9,155 | -4,931 | -35.0% | -$24.26万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $44.93万 | 0.03% | 27,477 | 510 | 1.9% | $8,339 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $44.79万 | 0.03% | 2,456 | -2,659 | -52.0% | -$48.49万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $44.78万 | 0.03% | 4,648 | 517 | 12.5% | $4.98万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $44.73万 | 0.03% | 877 | -54 | -5.8% | -$2.75万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $44.24万 | 0.03% | 12,651 | 12,651 | — | $44.24万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $44.12万 | 0.03% | 9,876 | -3,063 | -23.7% | -$13.68万 | 减仓 |
| GSK | GSK PLC | $43.98万 | 0.03% | 8,110 | -5,577 | -40.7% | -$30.24万 | 减仓 |
| PAYX | PAYCHEX INC | $43.91万 | 0.03% | 4,715 | 372 | 8.6% | $3.46万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $43.48万 | 0.03% | 17,474 | -19 | -0.1% | -$473 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $43.46万 | 0.03% | 5,887 | -861 | -12.8% | -$6.36万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $43.34万 | 0.03% | 9,962 | -296 | -2.9% | -$1.29万 | 减仓 |
| QYLD | GLOBAL X FDS | $43.21万 | 0.03% | 25,876 | 347 | 1.4% | $5,795 | 加仓 |
| TLT | ISHARES TR | $43.21万 | 0.03% | 4,979 | -1,203 | -19.5% | -$10.44万 | 减仓 |
| ZTS | ZOETIS INC | $42.94万 | 0.03% | 3,692 | -674 | -15.4% | -$7.84万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $42.93万 | 0.03% | 1,498 | -65 | -4.2% | -$1.86万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $42.80万 | 0.03% | 5,755 | -94 | -1.6% | -$6,991 | 减仓 |
| KEY | KEYCORP | $42.79万 | 0.03% | 22,055 | -611 | -2.7% | -$1.19万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $42.48万 | 0.03% | 2,059 | -1,707 | -45.3% | -$35.22万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $42.20万 | 0.03% | 210,000 | 209,400 | 34,900.0% | $42.08万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.16万 | 0.03% | 3,216 | -606 | -15.9% | -$7.94万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $41.80万 | 0.03% | 14,335 | -8,225 | -36.5% | -$23.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $41.77万 | 0.03% | 6,037 | -6,884 | -53.3% | -$47.63万 | 减仓 |
| BITO | PROSHARES TR | $41.67万 | 0.03% | 45,536 | 45,536 | — | $41.67万 | 新建仓 |
| IDU | ISHARES TR | $41.55万 | 0.03% | 3,576 | 1,062 | 42.2% | $12.34万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $41.45万 | 0.03% | 2,212 | -216 | -8.9% | -$4.05万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $41.39万 | 0.03% | 2,075 | -802 | -27.9% | -$16.00万 | 减仓 |
| DON | WISDOMTREE TR | $41.39万 | 0.03% | 8,017 | -1,020 | -11.3% | -$5.27万 | 减仓 |
| NUE | NUCOR CORP | $41.31万 | 0.03% | 2,507 | -30 | -1.2% | -$4,943 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $41.22万 | 0.03% | 1,530 | -444 | -22.5% | -$11.96万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $41.11万 | 0.03% | 6,298 | 6,298 | — | $41.11万 | 新建仓 |
| IXUS | ISHARES TR | $41.10万 | 0.03% | 4,909 | 861 | 21.3% | $7.21万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $41.06万 | 0.03% | 8,222 | -201 | -2.4% | -$1.00万 | 减仓 |
| EQT | EQT CORP | $40.90万 | 0.03% | 6,346 | -840 | -11.7% | -$5.41万 | 减仓 |
| MOAT | VANECK ETF TRUST | $40.64万 | 0.03% | 4,293 | -31,147 | -87.9% | -$294.87万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.45万 | 0.03% | 1,969 | -238 | -10.8% | -$4.89万 | 减仓 |
| HEFA | ISHARES TR | $40.33万 | 0.03% | 9,717 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $40.13万 | 0.03% | 806 | 24 | 3.1% | $1.20万 | 加仓 |
| TGT | TARGET CORP | $39.87万 | 0.03% | 3,357 | -1,760 | -34.4% | -$20.91万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $39.78万 | 0.03% | 27,061 | 119 | 0.4% | $1,749 | 加仓 |