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 |
|---|---|---|---|---|---|---|---|---|
| IONS | IONIS PHARMACEUTICALS INC | $21.36万 | 0.01% | 2,945 | -30 | -1.0% | -$2,176 | 减仓 |
| OMC | OMNICOM GROUP INC | $21.33万 | 0.01% | 2,832 | -1,418 | -33.4% | -$10.68万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $21.15万 | 0.01% | 2,189 | -598 | -21.5% | -$5.78万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $21.14万 | 0.01% | 3,491 | -102 | -2.8% | -$6,178 | 减仓 |
| MKL | MARKEL GROUP INC | $21.13万 | 0.01% | 112 | -11 | -8.9% | -$2.08万 | 减仓 |
| AOR | ISHARES TR | $21.10万 | 0.01% | 3,343 | -191 | -5.4% | -$1.21万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $21.02万 | 0.01% | 4,767 | -1,833 | -27.8% | -$8.08万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $20.99万 | 0.01% | 11,830 | -12,367 | -51.1% | -$21.94万 | 减仓 |
| NDAQ | NASDAQ INC | $20.98万 | 0.01% | 2,512 | -432 | -14.7% | -$3.61万 | 减仓 |
| PHM | PULTE GROUP INC | $20.91万 | 0.01% | 1,839 | -38 | -2.0% | -$4,321 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $20.84万 | 0.01% | 1,275 | -233 | -15.5% | -$3.81万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $20.80万 | 0.01% | 10,694 | 2,336 | 27.9% | $4.54万 | 重新持有 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $20.70万 | 0.01% | 15,003 | 2,033 | 15.7% | $2.81万 | 加仓 |
| PNR | PENTAIR PLC | $20.66万 | 0.01% | 2,460 | -429 | -14.8% | -$3.60万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $20.58万 | 0.01% | 843 | -9 | -1.1% | -$2,197 | 减仓 |
| EOG | EOG RES INC | $20.43万 | 0.01% | 1,363 | 1,363 | — | $20.43万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $20.41万 | 0.01% | 1,100 | 1,100 | — | $20.41万 | 新建仓 |
| DWX | SPDR INDEX SHS FDS | $20.37万 | 0.01% | 4,554 | -174 | -3.7% | -$7,783 | 减仓 |
| ILCV | ISHARES TR | $20.31万 | 0.01% | 2,223 | -300 | -11.9% | -$2.74万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.21万 | 0.01% | 1,292 | -672 | -34.2% | -$10.51万 | 减仓 |
| DHS | WISDOMTREE TR | $20.20万 | 0.01% | 1,866 | -797 | -29.9% | -$8.63万 | 减仓 |
| EPAM | EPAM SYS INC | $20.15万 | 0.01% | 1,480 | 1,480 | — | $20.15万 | 新建仓 |
| WAB | WABTEC | $20.06万 | 0.01% | 845 | -200 | -19.1% | -$4.75万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD | $19.87万 | 0.01% | 12,980 | 78 | 0.6% | $1,194 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $19.60万 | 0.01% | 100,000 | 99,400 | 16,566.7% | $19.49万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $19.55万 | 0.01% | 11,256 | 1,212 | 12.1% | $2.11万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $19.51万 | 0.01% | 15,125 | -9,911 | -39.6% | -$12.79万 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $19.37万 | 0.01% | 21,545 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $19.11万 | 0.01% | 11,548 | -490 | -4.1% | -$8,109 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $19.00万 | 0.01% | 50,000 | -40,000 | -44.4% | -$15.20万 | 重新持有 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $18.90万 | 0.01% | 14,287 | -18,342 | -56.2% | -$24.27万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $18.65万 | 0.01% | 20,556 | 97 | 0.5% | $880 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $18.55万 | 0.01% | 12,944 | 2,589 | 25.0% | $3.71万 | 加仓 |
| PPG | PPG INDS INC | $18.52万 | 0.01% | 1,784 | -38 | -2.1% | -$3,945 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $18.45万 | 0.01% | 11,082 | 11,082 | — | $18.45万 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $18.17万 | 0.01% | 35,562 | -3,038 | -7.9% | -$1.55万 | 减仓 |
| KVUE | KENVUE INC | $18.10万 | 0.01% | 10,501 | -4,431 | -29.7% | -$7.64万 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $17.95万 | 0.01% | 50,000 | 50,000 | — | $17.95万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $17.41万 | 0.01% | 14,808 | -67 | -0.5% | -$788 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $17.18万 | 0.01% | 11,602 | -16,996 | -59.4% | -$25.17万 | 减仓 |
| — | JOHN HANCOCK DIVERSIFIED INC | $17.09万 | 0.01% | 16,152 | 283 | 1.8% | $2,994 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $17.02万 | 0.01% | 25,629 | -1,500 | -5.5% | -$9,960 | 减仓 |
| SAN | BANCO SANTANDER SA | $16.76万 | 0.01% | 15,662 | -5,752 | -26.9% | -$6.15万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $16.74万 | 0.01% | 35,771 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR 看涨期权 | $16.52万 | 0.01% | 260,000 | 259,000 | 25,900.0% | $16.45万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $16.33万 | 0.01% | 12,422 | 167 | 1.4% | $2,196 | 加仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $16.05万 | 0.01% | 29,781 | 32 | 0.1% | $172 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $15.94万 | 0.01% | 48,000 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $15.81万 | 0.01% | 12,281 | 409 | 3.4% | $5,264 | 加仓 |
| — | VOYA EMERGING MKTS HIGH DIVI | $15.53万 | 0.01% | 24,191 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD I | $15.44万 | 0.01% | 11,160 | 704 | 6.7% | $9,737 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $15.39万 | 0.01% | 913 | -365 | -28.6% | -$6.15万 | 重新持有 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $15.27万 | 0.01% | 13,589 | 13,589 | — | $15.27万 | 新建仓 |
| — | SPROTT FDS TR 看涨期权 | $15.22万 | 0.01% | 280,000 | 271,800 | 3,314.6% | $14.77万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $15.15万 | 0.01% | 240 | 240 | — | $15.15万 | 新建仓 |
| CVX | CHEVRON CORPORATION 看涨期权 | $14.88万 | 0.01% | 70,600 | 70,100 | 14,020.0% | $14.78万 | 加仓 |
| AVGO | BROADCOM INC 看涨期权 | $14.67万 | 0.01% | 50,000 | 43,970 | 729.2% | $12.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $14.47万 | 0.01% | 100,000 | 99,000 | 9,900.0% | $14.33万 | 加仓 |
| MMM | 3M CO 看涨期权 | $14.25万 | 0.01% | 100,000 | 70,000 | 233.3% | $9.98万 | 重新持有 |
| CHW | CALAMOS GBL DYN INCOME FUND | $14.22万 | 0.01% | 20,316 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $13.81万 | 0.01% | 17,455 | 5,095 | 41.2% | $4.03万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $13.43万 | 0.01% | 18,167 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $13.31万 | 0.01% | 7,275 | 872 | 13.6% | $1.60万 | 重新持有 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $13.25万 | 0.01% | 10,829 | -9,145 | -45.8% | -$11.19万 | 减仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $12.88万 | 0.01% | 10,803 | 72 | 0.7% | $858 | 加仓 |
| RITM | RITHM CAPITAL CORP | $12.58万 | 0.01% | 13,687 | -1,569 | -10.3% | -$1.44万 | 减仓 |
| ABEV | AMBEV SA | $12.51万 | 0.01% | 44,369 | -11,343 | -20.4% | -$3.20万 | 减仓 |
| — | NEW FORTRESS ENERGY INC | $12.24万 | 0.01% | 212,000 | -3,000 | -1.4% | -$1,732 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $12.14万 | 0.01% | 10,224 | 59 | 0.6% | $700 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $12.09万 | 0.01% | 10,739 | -7 | -0.1% | -$79 | 重新持有 |
| BE | BLOOM ENERGY CORP 看涨期权 | $11.95万 | 0.01% | 100,000 | 99,000 | 9,900.0% | $11.83万 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $11.87万 | 0.01% | 21,503 | -2,927 | -12.0% | -$1.62万 | 重新持有 |
| EWZ | ISHARES INC | $11.58万 | 0.01% | 3,150 | 3,150 | — | $11.58万 | 新建仓 |
| SNDK | SANDISK CORP 看涨期权 | $11.45万 | 0.01% | 20,000 | 20,000 | — | $11.45万 | 新建仓 |
| IEO | ISHARES TR | $11.43万 | 0.01% | 901 | 401 | 80.2% | $5.09万 | 重新持有 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $11.31万 | 0.01% | 20,385 | 250 | 1.2% | $1,387 | 加仓 |
| OMER | OMEROS CORP | $11.15万 | 0.01% | 11,369 | 0 | 0.0% | — | 不变 |
| — | CLOUGH GLOBAL EQUITY FD | $11.03万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $10.89万 | 0.01% | 4,486 | 4,486 | — | $10.89万 | 新建仓 |
| — | KKR INCOME OPPORTUNITIES FD | $10.76万 | 0.01% | 10,090 | -486 | -4.6% | -$5,181 | 减仓 |
| LEU | CENTRUS ENERGY CORP 看涨期权 | $10.11万 | 0.01% | 60,000 | 60,000 | — | $10.11万 | 新建仓 |
| HLN | HALEON PLC | $10.08万 | 0.01% | 10,077 | -395 | -3.8% | -$3,950 | 减仓 |
| AGNC | AGNC INVT CORP | $10.07万 | 0.01% | 10,239 | -491 | -4.6% | -$4,831 | 减仓 |
| NOK | NOKIA CORP | $10.06万 | 0.01% | 12,632 | 12,632 | — | $10.06万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $9.92万 | 0.01% | 10,936 | 10,936 | — | $9.92万 | 新建仓 |
| BULL | WEBULL CORP | $9.72万 | 0.01% | 21,000 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC 看涨期权 | $9.45万 | 0.01% | 100,000 | 99,700 | 33,233.3% | $9.42万 | 加仓 |
| RTX | RTX CORPORATION 看涨期权 | $9.36万 | 0.01% | 50,000 | 50,000 | — | $9.36万 | 新建仓 |
| — | EXXON MOBIL CORP 看涨期权 | $8.57万 | 0.01% | 50,000 | 49,300 | 7,042.9% | $8.45万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $8.54万 | 0.01% | 28,100 | 1,800 | 6.8% | $5,472 | 加仓 |
| JPM | JPMORGAN CHASE & CO 看涨期权 | $8.51万 | 0.01% | 30,000 | 29,000 | 2,900.0% | $8.23万 | 加仓 |
| ORCL | ORACLE CORP 看涨期权 | $8.33万 | 0.01% | 60,000 | -90,000 | -60.0% | -$12.49万 | 重新持有 |
| CRWV | COREWEAVE INC 看涨期权 | $8.30万 | 0.01% | 120,000 | 119,600 | 29,900.0% | $8.27万 | 加仓 |
| GLD | SPDR GOLD TR 看涨期权 | $8.29万 | 0.01% | 20,000 | 19,700 | 6,566.7% | $8.17万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $8.21万 | 0.01% | 830 | 830 | — | $8.21万 | 新建仓 |
| CROX | CROCS INC 看涨期权 | $8.00万 | 0.01% | 100,000 | 98,500 | 6,566.7% | $7.88万 | 加仓 |
| — | RE/MAX HLDGS INC | $7.78万 | 0.00% | 13,419 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $7.75万 | 0.00% | 12,852 | -5,686 | -30.7% | -$3.43万 | 减仓 |
| CHWY | CHEWY INC | $7.59万 | 0.00% | 2,931 | 377 | 14.8% | $9,757 | 重新持有 |
| WDC | WESTERN DIGITAL CORP 看涨期权 | $7.55万 | 0.00% | 30,000 | 30,000 | — | $7.55万 | 新建仓 |