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 |
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $28.93万 | 0.02% | 1,340 | -278 | -17.2% | -$6.00万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $28.92万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB MULTI-SECTOR COMM | $28.73万 | 0.02% | 13,800 | -150 | -1.1% | -$3,123 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $28.70万 | 0.02% | 3,891 | 3,891 | — | $28.70万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $28.64万 | 0.02% | 1,897 | 101 | 5.6% | $1.52万 | 加仓 |
| NKE | NIKE INC | $28.04万 | 0.02% | 5,472 | -4,211 | -43.5% | -$21.58万 | 减仓 |
| VHT | VANGUARD WORLD FD | $28.03万 | 0.02% | 1,052 | -203 | -16.2% | -$5.41万 | 减仓 |
| IBB | ISHARES TR | $28.03万 | 0.02% | 1,731 | -1,260 | -42.1% | -$20.40万 | 减仓 |
| JNK | SPDR SERIES TRUST | $27.77万 | 0.02% | 2,930 | 9 | 0.3% | $853 | 加仓 |
| AVAV | AEROVIRONMENT INC | $27.61万 | 0.02% | 1,560 | 170 | 12.2% | $3.01万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $27.23万 | 0.02% | 12,838 | 29 | 0.2% | $615 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $27.18万 | 0.02% | 4,537 | -676 | -13.0% | -$4.05万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $26.92万 | 0.02% | 4,483 | 477 | 11.9% | $2.86万 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $26.72万 | 0.02% | 45,292 | 966 | 2.2% | $5,699 | 加仓 |
| SLB | SLB LIMITED | $26.43万 | 0.02% | 5,129 | -661 | -11.4% | -$3.41万 | 减仓 |
| NVT | NVENT ELEC PLC | $26.30万 | 0.02% | 2,332 | -481 | -17.1% | -$5.42万 | 减仓 |
| NRG | NRG ENERGY INC | $26.20万 | 0.02% | 1,855 | -4,279 | -69.8% | -$60.43万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $26.10万 | 0.02% | 110,000 | 108,300 | 6,370.6% | $25.69万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $26.04万 | 0.02% | 63 | -3 | -4.5% | -$1.24万 | 减仓 |
| MCO | MOODYS CORP | $25.97万 | 0.02% | 601 | 164 | 37.5% | $7.09万 | 加仓 |
| IDV | ISHARES TR | $25.96万 | 0.02% | 6,266 | 13 | 0.2% | $539 | 加仓 |
| PPL | PPL CORP | $25.94万 | 0.02% | 6,822 | 13 | 0.2% | $494 | 加仓 |
| VOE | VANGUARD INDEX FDS | $25.93万 | 0.02% | 1,429 | -11 | -0.8% | -$1,996 | 减仓 |
| CCI | CROWN CASTLE INC | $25.89万 | 0.02% | 3,250 | -417 | -11.4% | -$3.32万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $25.89万 | 0.02% | 5,824 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $25.86万 | 0.02% | 9,780 | 178 | 1.9% | $4,707 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $25.85万 | 0.02% | 2,736 | -469 | -14.6% | -$4.43万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $25.70万 | 0.02% | 4,412 | -2,217 | -33.4% | -$12.91万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $25.67万 | 0.02% | 2,057 | -327 | -13.7% | -$4.08万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $25.65万 | 0.02% | 447 | 24 | 5.7% | $1.38万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $25.56万 | 0.02% | 1,680 | -250 | -13.0% | -$3.80万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $25.55万 | 0.02% | 17,634 | -1,240 | -6.6% | -$1.80万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $25.46万 | 0.02% | 2,377 | -383 | -13.9% | -$4.10万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $25.19万 | 0.02% | 21,882 | -923 | -4.0% | -$1.06万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.18万 | 0.02% | 1,441 | -11 | -0.8% | -$1,923 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $25.14万 | 0.02% | 9,279 | -6,775 | -42.2% | -$18.35万 | 减仓 |
| TECK | TECK RESOURCES LTD | $25.09万 | 0.02% | 5,192 | -831 | -13.8% | -$4.02万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $24.96万 | 0.02% | 11,043 | -44 | -0.4% | -$994 | 减仓 |
| THO | THOR INDS INC | $24.91万 | 0.02% | 3,184 | 318 | 11.1% | $2.49万 | 加仓 |
| CCJ | CAMECO CORP | $24.89万 | 0.02% | 2,421 | -5,491 | -69.4% | -$56.46万 | 减仓 |
| IQV | IQVIA HLDGS INC | $24.86万 | 0.02% | 1,496 | -11 | -0.7% | -$1,828 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $24.82万 | 0.02% | 2,981 | -84 | -2.7% | -$6,993 | 减仓 |
| NVMI | NOVA LTD | $24.71万 | 0.02% | 598 | 598 | — | $24.71万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $24.68万 | 0.02% | 6,411 | 6,411 | — | $24.68万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $24.56万 | 0.02% | 7,120 | -805 | -10.2% | -$2.78万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.54万 | 0.02% | 2,978 | 2,978 | — | $24.54万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $24.53万 | 0.02% | 23,032 | 93 | 0.4% | $990 | 加仓 |
| ARKQ | ARK ETF TR | $24.49万 | 0.02% | 2,301 | -243 | -9.6% | -$2.59万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $24.38万 | 0.02% | 325 | 24 | 8.0% | $1.80万 | 加仓 |
| SYY | SYSCO CORP | $24.35万 | 0.02% | 3,514 | 409 | 13.2% | $2.83万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $24.28万 | 0.02% | 2,005 | -38 | -1.9% | -$4,601 | 减仓 |
| — | SERIES PORTFOLIOS TR | $24.22万 | 0.02% | 4,900 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $24.21万 | 0.02% | 1,437 | -9 | -0.6% | -$1,516 | 减仓 |
| BUSA | 2023 ETF SERIES TRUST | $24.05万 | 0.02% | 6,619 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $24.05万 | 0.02% | 5,501 | -699 | -11.3% | -$3.06万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $24.03万 | 0.02% | 7,616 | -273 | -3.5% | -$8,613 | 减仓 |
| MGA | MAGNA INTL INC | $23.94万 | 0.02% | 4,480 | -1,188 | -21.0% | -$6.35万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $23.86万 | 0.02% | 4,289 | 7 | 0.2% | $389 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.78万 | 0.02% | 3,285 | 3,285 | — | $23.78万 | 新建仓 |
| EBAY | EBAY INC. | $23.70万 | 0.02% | 2,693 | 160 | 6.3% | $1.41万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $23.45万 | 0.01% | 18,064 | -3,858 | -17.6% | -$5.01万 | 减仓 |
| PCG | PG&E CORP | $23.45万 | 0.01% | 13,413 | 13,413 | — | $23.45万 | 新建仓 |
| IWV | ISHARES TR | $23.40万 | 0.01% | 650 | -10 | -1.5% | -$3,599 | 减仓 |
| MPC | MARATHON PETE CORP | $23.36万 | 0.01% | 953 | 953 | — | $23.36万 | 新建仓 |
| CTAS | CINTAS CORP | $23.24万 | 0.01% | 1,378 | -432 | -23.9% | -$7.29万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.23万 | 0.01% | 10,149 | 10,149 | — | $23.23万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $23.18万 | 0.01% | 5,073 | 343 | 7.3% | $1.57万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.16万 | 0.01% | 573 | -357 | -38.4% | -$14.43万 | 减仓 |
| SOLV | SOLVENTUM CORP | $23.03万 | 0.01% | 3,629 | -681 | -15.8% | -$4.32万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $22.97万 | 0.01% | 12,575 | -796 | -6.0% | -$1.45万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.92万 | 0.01% | 2,690 | -418 | -13.4% | -$3.56万 | 减仓 |
| IXC | ISHARES TR | $22.92万 | 0.01% | 3,948 | 3,948 | — | $22.92万 | 新建仓 |
| — | PROSHARES TR | $22.88万 | 0.01% | 6,869 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $22.81万 | 0.01% | 873 | 38 | 4.6% | $9,930 | 加仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $22.78万 | 0.01% | 4,520 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $22.64万 | 0.01% | 4,764 | -228 | -4.6% | -$1.08万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $22.53万 | 0.01% | 3,868 | 3,868 | — | $22.53万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $22.46万 | 0.01% | 2,349 | -716 | -23.4% | -$6.85万 | 减仓 |
| CBRE | CBRE GROUP INC | $22.42万 | 0.01% | 1,684 | -1,455 | -46.4% | -$19.37万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $22.32万 | 0.01% | 2,209 | 3 | 0.1% | $303 | 加仓 |
| RYLD | GLOBAL X FDS | $22.21万 | 0.01% | 15,171 | 1,028 | 7.3% | $1.51万 | 加仓 |
| TLN | TALEN ENERGY CORP | $22.10万 | 0.01% | 706 | -86 | -10.9% | -$2.69万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $22.09万 | 0.01% | 1,364 | 1,364 | — | $22.09万 | 新建仓 |
| ONON | ON HLDG AG | $22.08万 | 0.01% | 6,927 | -302 | -4.2% | -$9,628 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $22.08万 | 0.01% | 12,213 | 12,213 | — | $22.08万 | 新建仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $21.96万 | 0.01% | 20,041 | 738 | 3.8% | $8,088 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $21.94万 | 0.01% | 6,910 | 6,910 | — | $21.94万 | 新建仓 |
| FISV | FISERV INC | $21.88万 | 0.01% | 4,012 | 150 | 3.9% | $8,180 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $21.71万 | 0.01% | 2,415 | -199 | -7.6% | -$1.79万 | 减仓 |
| IEI | ISHARES TR | $21.67万 | 0.01% | 1,829 | -46 | -2.5% | -$5,449 | 减仓 |
| AER | AERCAP HOLDINGS NV | $21.66万 | 0.01% | 1,641 | 31 | 1.9% | $4,091 | 加仓 |
| WAT | WATERS CORP | $21.65万 | 0.01% | 738 | 152 | 25.9% | $4.46万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $21.65万 | 0.01% | 8,000 | -65 | -0.8% | -$1,759 | 减仓 |
| DHI | D R HORTON INC | $21.53万 | 0.01% | 1,624 | -583 | -26.4% | -$7.73万 | 减仓 |
| DHR | DANAHER CORP DEL | $21.48万 | 0.01% | 1,168 | -857 | -42.3% | -$15.76万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $21.46万 | 0.01% | 1,362 | 1,362 | — | $21.46万 | 新建仓 |
| COR | CENCORA INC | $21.41万 | 0.01% | 691 | -1,451 | -67.7% | -$44.95万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $21.41万 | 0.01% | 1,222 | -974 | -44.4% | -$17.06万 | 减仓 |
| LYFT | LYFT INC | $21.38万 | 0.01% | 16,901 | -5,804 | -25.6% | -$7.34万 | 减仓 |
| MELI | MERCADOLIBRE INC | $21.37万 | 0.01% | 132 | -14 | -9.6% | -$2.27万 | 减仓 |