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 |
|---|---|---|---|---|---|---|---|---|
| RF | REGIONS FINANCIAL CORP NEW | $39.71万 | 0.03% | 15,732 | -2,792 | -15.1% | -$7.05万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $39.63万 | 0.03% | 5,557 | 118 | 2.2% | $8,416 | 加仓 |
| UBS | UBS GROUP AG | $39.58万 | 0.03% | 10,793 | -2,871 | -21.0% | -$10.53万 | 减仓 |
| F | FORD MTR CO | $39.34万 | 0.02% | 35,093 | -9,717 | -21.7% | -$10.89万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $39.34万 | 0.02% | 44,449 | -4,999 | -10.1% | -$4.42万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $38.90万 | 0.02% | 45,873 | -762 | -1.6% | -$6,462 | 减仓 |
| BIIB | BIOGEN INC | $38.71万 | 0.02% | 2,064 | 68 | 3.4% | $1.28万 | 加仓 |
| XEL | XCEL ENERGY INC | $38.71万 | 0.02% | 4,890 | -431 | -8.1% | -$3.41万 | 减仓 |
| VDC | VANGUARD WORLD FD | $38.67万 | 0.02% | 1,726 | -693 | -28.6% | -$15.53万 | 减仓 |
| ROST | ROSS STORES INC | $38.65万 | 0.02% | 1,851 | -602 | -24.5% | -$12.57万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $38.45万 | 0.02% | 877 | -601 | -40.7% | -$26.35万 | 减仓 |
| IEUR | ISHARES TR | $38.44万 | 0.02% | 5,644 | 57 | 1.0% | $3,882 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $38.24万 | 0.02% | 38,353 | -2,763 | -6.7% | -$2.75万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $37.62万 | 0.02% | 51,889 | -1,041 | -2.0% | -$7,547 | 减仓 |
| VLO | VALERO ENERGY CORP | $37.56万 | 0.02% | 1,501 | -447 | -22.9% | -$11.19万 | 减仓 |
| TXT | TEXTRON INC | $37.54万 | 0.02% | 4,368 | -203 | -4.4% | -$1.74万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $37.52万 | 0.02% | 23,915 | 23,915 | — | $37.52万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $37.43万 | 0.02% | 16,554 | 1,113 | 7.2% | $2.52万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $37.41万 | 0.02% | 10,958 | 792 | 7.8% | $2.70万 | 加仓 |
| CTVA | CORTEVA INC | $37.39万 | 0.02% | 4,508 | -2,737 | -37.8% | -$22.70万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $36.63万 | 0.02% | 37,078 | -291 | -0.8% | -$2,875 | 减仓 |
| D | DOMINION ENERGY INC | $36.62万 | 0.02% | 5,921 | -1,757 | -22.9% | -$10.87万 | 减仓 |
| GRFS | GRIFOLS S A | $36.50万 | 0.02% | 48,281 | -660 | -1.3% | -$4,990 | 减仓 |
| — | NEXTNRG INC | $36.08万 | 0.02% | 900,508 | 600,508 | 200.2% | $24.06万 | 加仓 |
| UL | UNILEVER PLC | $36.01万 | 0.02% | 6,004 | -1,360 | -18.5% | -$8.16万 | 减仓 |
| SAP | SAP SE | $36.00万 | 0.02% | 2,139 | -98 | -4.4% | -$1.65万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $35.96万 | 0.02% | 15,850 | 3,100 | 24.3% | $7.03万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $35.88万 | 0.02% | 3,111 | -167 | -5.1% | -$1.93万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $35.69万 | 0.02% | 10,161 | -18 | -0.2% | -$632 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $35.52万 | 0.02% | 3,850 | 412 | 12.0% | $3.80万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $35.52万 | 0.02% | 5,221 | -700 | -11.8% | -$4.76万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $35.36万 | 0.02% | 7,000 | 1,350 | 23.9% | $6.82万 | 加仓 |
| SMDV | PROSHARES TR | $35.25万 | 0.02% | 5,176 | -22 | -0.4% | -$1,498 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $35.12万 | 0.02% | 5,427 | -189 | -3.4% | -$1.22万 | 减仓 |
| TSN | TYSON FOODS INC | $34.96万 | 0.02% | 5,483 | 902 | 19.7% | $5.75万 | 加仓 |
| VFH | VANGUARD WORLD FD | $34.95万 | 0.02% | 2,956 | -544 | -15.5% | -$6.43万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $34.84万 | 0.02% | 3,161 | -178 | -5.3% | -$1.96万 | 减仓 |
| VTRS | VIATRIS INC | $34.81万 | 0.02% | 26,862 | -327 | -1.2% | -$4,238 | 减仓 |
| DOW | DOW HLDGS INC | $34.81万 | 0.02% | 8,313 | -668 | -7.4% | -$2.80万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.39万 | 0.02% | 4,305 | 1 | 0.0% | $80 | 加仓 |
| APP | APPLOVIN CORP | $34.23万 | 0.02% | 920 | -1,996 | -68.4% | -$74.27万 | 减仓 |
| MTB | M & T BK CORP | $34.23万 | 0.02% | 1,702 | -996 | -36.9% | -$20.03万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $34.19万 | 0.02% | 9,600 | -1,973 | -17.0% | -$7.03万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $34.07万 | 0.02% | 5,143 | -1,070 | -17.2% | -$7.09万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $34.06万 | 0.02% | 17,618 | -38,745 | -68.7% | -$74.89万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $33.75万 | 0.02% | 6,754 | 268 | 4.1% | $1.34万 | 加仓 |
| CG | CARLYLE GROUP INC | $33.74万 | 0.02% | 7,269 | 2 | 0.0% | $93 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $33.58万 | 0.02% | 14,499 | -225 | -1.5% | -$5,211 | 减仓 |
| RILY | BRC GROUP HOLDINGS INC | $33.43万 | 0.02% | 49,020 | -2,050 | -4.0% | -$1.40万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $33.43万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $33.40万 | 0.02% | 1,129 | 383 | 51.3% | $11.33万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $33.33万 | 0.02% | 3,619 | -678 | -15.8% | -$6.24万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $33.22万 | 0.02% | 1,167 | -28 | -2.3% | -$7,972 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $33.17万 | 0.02% | 1,670 | -178 | -9.6% | -$3.53万 | 减仓 |
| REGL | PROSHARES TR | $32.99万 | 0.02% | 3,870 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $32.87万 | 0.02% | 460 | -196 | -29.9% | -$14.00万 | 减仓 |
| LEN | LENNAR CORP | $32.73万 | 0.02% | 3,856 | 461 | 13.6% | $3.91万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $32.68万 | 0.02% | 6,713 | 6,713 | — | $32.68万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $32.64万 | 0.02% | 765 | -247 | -24.4% | -$10.54万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $32.44万 | 0.02% | 1,710 | 28 | 1.7% | $5,312 | 加仓 |
| NJR | NEW JERSEY RES CORP | $32.35万 | 0.02% | 5,835 | 51 | 0.9% | $2,828 | 加仓 |
| USMV | ISHARES TR | $32.31万 | 0.02% | 3,524 | -40 | -1.1% | -$3,668 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $32.26万 | 0.02% | 2,280 | -129 | -5.4% | -$1.83万 | 减仓 |
| META | META PLATFORMS INC 看跌期权 | $32.18万 | 0.02% | 60,000 | 0 | 0.0% | — | 重新持有 |
| DEM | WISDOMTREE TR | $32.04万 | 0.02% | 6,623 | -1,399 | -17.4% | -$6.77万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $31.99万 | 0.02% | 15,048 | -115,758 | -88.5% | -$246.10万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $31.90万 | 0.02% | 6,165 | -26,873 | -81.3% | -$139.04万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $31.61万 | 0.02% | 7,918 | -251 | -3.1% | -$1.00万 | 减仓 |
| EWJ | ISHARES INC | $31.48万 | 0.02% | 3,862 | 216 | 5.9% | $1.76万 | 加仓 |
| CALF | PACER FDS TR | $31.44万 | 0.02% | 7,143 | -615 | -7.9% | -$2.71万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $31.37万 | 0.02% | 2,982 | -26,086 | -89.7% | -$274.40万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $31.29万 | 0.02% | 3,327 | -24,087 | -87.9% | -$226.57万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $31.16万 | 0.02% | 6,261 | 20 | 0.3% | $995 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $31.06万 | 0.02% | 1,550 | -59 | -3.7% | -$1.18万 | 减仓 |
| RDDT | REDDIT INC | $31.06万 | 0.02% | 2,502 | 188 | 8.1% | $2.33万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $31.02万 | 0.02% | 26,532 | -713 | -2.6% | -$8,335 | 减仓 |
| HCA | HCA HEALTHCARE INC | $30.94万 | 0.02% | 661 | -184 | -21.8% | -$8.61万 | 减仓 |
| FAST | FASTENAL CO | $30.87万 | 0.02% | 6,841 | -6,193 | -47.5% | -$27.94万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $30.84万 | 0.02% | 9,100 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $30.73万 | 0.02% | 5,885 | 82 | 1.4% | $4,282 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $30.73万 | 0.02% | 8,633 | -2,274 | -20.8% | -$8.10万 | 减仓 |
| TER | TERADYNE INC | $30.69万 | 0.02% | 1,111 | 4 | 0.4% | $1,105 | 加仓 |
| HUBB | HUBBELL INC | $30.50万 | 0.02% | 646 | -77 | -10.7% | -$3.64万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL 看涨期权 | $30.36万 | 0.02% | 460,000 | 460,000 | — | $30.36万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $30.23万 | 0.02% | 4,973 | 756 | 17.9% | $4.60万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $30.17万 | 0.02% | 24,649 | 86 | 0.4% | $1,053 | 加仓 |
| TMFC | RBB FD INC | $30.03万 | 0.02% | 4,687 | -308 | -6.2% | -$1.97万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $29.81万 | 0.02% | 4,026 | -493 | -10.9% | -$3.65万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $29.76万 | 0.02% | 7,685 | 7,685 | — | $29.76万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $29.70万 | 0.02% | 27,270 | -2,259 | -7.7% | -$2.46万 | 减仓 |
| TMUS | T-MOBILE US INC | $29.67万 | 0.02% | 1,387 | -41 | -2.9% | -$8,771 | 减仓 |
| PCAR | PACCAR INC | $29.61万 | 0.02% | 2,632 | 161 | 6.5% | $1.81万 | 加仓 |
| PHYL | PGIM ETF TR | $29.37万 | 0.02% | 8,492 | 8,492 | — | $29.37万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $29.28万 | 0.02% | 1,700 | -5,879 | -77.6% | -$101.25万 | 减仓 |
| O | REALTY INCOME CORP | $29.26万 | 0.02% | 4,786 | 383 | 8.7% | $2.34万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $29.19万 | 0.02% | 5,428 | -10,651 | -66.2% | -$57.27万 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. | $29.16万 | 0.02% | 13,254 | -1,966 | -12.9% | -$4.33万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $29.04万 | 0.02% | 19,167 | 3,112 | 19.4% | $4.71万 | 加仓 |
| ARW | ARROW ELECTRS INC | $29.03万 | 0.02% | 2,130 | -123 | -5.5% | -$1.68万 | 减仓 |
| SONY | SONY GROUP CORP | $28.96万 | 0.02% | 14,536 | 806 | 5.9% | $1.61万 | 加仓 |