RAFFA WEALTH MANAGEMENT, LLC
WASHINGTON DC · SEC CIK 0001631073
$6.40亿2026Q1 申报市值
1,518持仓数
69.2%前十大占比 · 第一大 10.4%
365 / 16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
IGSB 加仓+$627.60万
VCIT 加仓+$537.02万
IAGG 加仓+$370.81万
VTV 加仓+$286.05万
VUSB 加仓+$202.77万
2026Q1 卖出最多 按季末市值估算
IWB 清仓-$846.78万
VIG 清仓-$629.89万
GVI 减仓-$513.57万
IWD 清仓-$386.92万
SGOV 减仓-$343.60万
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 |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA COM | $3,236 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $3,245 | 0.00% | 26 | 7 | 36.8% | $874 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $3,263 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $3,280 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| REX | REX AMERICAN RES CORP COM | $3,281 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC COM | $3,308 | 0.00% | 82 | 1 | 1.2% | $40 | 加仓 |
| STE | STERIS PLC SHS USD | $3,317 | 0.00% | 15 | 1 | 7.1% | $221 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $3,317 | 0.00% | 127 | 6 | 5.0% | $157 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $3,370 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $3,373 | 0.00% | 12 | 2 | 20.0% | $562 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $3,390 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $3,434 | 0.00% | 27 | 3 | 12.5% | $382 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $3,442 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $3,461 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $3,469 | 0.00% | 13 | 1 | 8.3% | $267 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $3,472 | 0.00% | 36 | 2 | 5.9% | $193 | 加仓 |
| FFIV | F5 Networks | $3,472 | 0.00% | 12 | 1 | 9.1% | $289 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $3,481 | 0.00% | 76 | 5 | 7.0% | $229 | 加仓 |
| WAB | Wabtec Corp. | $3,499 | 0.00% | 14 | 2 | 16.7% | $500 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $3,514 | 0.00% | 5 | -1 | -16.7% | -$703 | 减仓 |
| KN | KNOWLES CORP COM | $3,544 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC CL A | $3,555 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MLPX | Global X MLP & Energy Infrastructure ETF | $3,577 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $3,627 | 0.00% | 33 | 3 | 10.0% | $330 | 加仓 |
| HLN | HALEON PLC SPON ADS | $3,684 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $3,686 | 0.00% | 140 | 4 | 2.9% | $105 | 加仓 |
| CCJ | CAMECO CORP COM | $3,693 | 0.00% | 34 | -6 | -15.0% | -$652 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $3,705 | 0.00% | 31 | 3 | 10.7% | $359 | 加仓 |
| CIB | GRUPO CIBEST SA SPON ADS | $3,713 | 0.00% | 51 | -2 | -3.8% | -$146 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $3,731 | 0.00% | 13 | 2 | 18.2% | $574 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $3,737 | 0.00% | 23 | 12 | 109.1% | $1,950 | 加仓 |
| WPC | WP CAREY INC COM | $3,738 | 0.00% | 55 | 41 | 292.9% | $2,787 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $3,747 | 0.00% | 58 | 2 | 3.6% | $129 | 加仓 |
| DXCM | DEXCOM INC COM | $3,768 | 0.00% | 60 | 3 | 5.3% | $188 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $3,769 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $3,773 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $3,779 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $3,817 | 0.00% | 15 | 1 | 7.1% | $254 | 加仓 |
| CTS | CTS CORP COM | $3,821 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $3,848 | 0.00% | 36 | 3 | 9.1% | $321 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $3,867 | 0.00% | 27 | 3 | 12.5% | $430 | 加仓 |
| CRH | CRH PLC ORD | $3,889 | 0.00% | 37 | 5 | 15.6% | $526 | 加仓 |
| WDAY | WORKDAY INC CL A | $3,898 | 0.00% | 30 | 1 | 3.4% | $130 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $3,934 | 0.00% | 25 | 2 | 8.7% | $315 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $3,939 | 0.00% | 24 | 2 | 9.1% | $328 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $3,939 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $3,955 | 0.00% | 41 | 2 | 5.1% | $193 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $3,956 | 0.00% | 20 | 2 | 11.1% | $396 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3,965 | 0.00% | 44 | 3 | 7.3% | $270 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $4,016 | 0.00% | 23 | 1 | 4.5% | $175 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $4,025 | 0.00% | 65 | 3 | 4.8% | $186 | 加仓 |
| COHR | COHERENT CORP COM | $4,050 | 0.00% | 17 | 9 | 112.5% | $2,144 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $4,053 | 0.00% | 32 | 32 | — | $4,053 | 新建仓 |
| RJF | Raymond James Financial | $4,054 | 0.00% | 28 | 1 | 3.7% | $145 | 加仓 |
| XPO | XPO INC COM | $4,086 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $4,095 | 0.00% | 109 | 8 | 7.9% | $301 | 加仓 |
| MTB | M & T BK CORP COM | $4,134 | 0.00% | 20 | 1 | 5.3% | $207 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $4,137 | 0.00% | 3 | 1 | 50.0% | $1,379 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $4,140 | 0.00% | 33 | -8 | -19.5% | -$1,004 | 减仓 |
| VSS | Vanguard FTSE All World ex- US Small Cap ETF | $4,147 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION COM | $4,150 | 0.00% | 117 | 4 | 3.5% | $142 | 加仓 |
| HSY | HERSHEY CO COM | $4,158 | 0.00% | 20 | 2 | 11.1% | $416 | 加仓 |
| L | LOEWS CORP COM | $4,163 | 0.00% | 39 | 4 | 11.4% | $427 | 加仓 |
| APTV | APTIV PLC COM SHS | $4,166 | 0.00% | 60 | 4 | 7.1% | $278 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $4,167 | 0.00% | 33 | 2 | 6.5% | $253 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $4,199 | 0.00% | 45 | 3 | 7.1% | $280 | 加仓 |
| XYZ | BLOCK INC CL A | $4,273 | 0.00% | 71 | 5 | 7.6% | $301 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $4,296 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $4,317 | 0.00% | 84 | 11 | 15.1% | $565 | 加仓 |
| BP | BP PLC SPONSORED ADR | $4,324 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC COM | $4,345 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $4,352 | 0.00% | 78 | 1 | 1.3% | $56 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $4,364 | 0.00% | 38 | 2 | 5.6% | $230 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $4,392 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP COM | $4,404 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $4,430 | 0.00% | 71 | 35 | 97.2% | $2,184 | 加仓 |
| HEI/A | HEICO CORP NEW CL A | $4,433 | 0.00% | 21 | 1 | 5.0% | $211 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $4,458 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $4,466 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $4,466 | 0.00% | 32 | 3 | 10.3% | $419 | 加仓 |
| RBLX | ROBLOX CORP CL A | $4,468 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $4,510 | 0.00% | 30 | 4 | 15.4% | $601 | 加仓 |
| EG | EVEREST GROUP LTD COM | $4,576 | 0.00% | 14 | 1 | 7.7% | $327 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $4,626 | 0.00% | 167 | 7 | 4.4% | $194 | 加仓 |
| DG | DOLLAR GEN CORP COM | $4,630 | 0.00% | 39 | 3 | 8.3% | $356 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $4,646 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP COM | $4,658 | 0.00% | 23 | 1 | 4.5% | $203 | 加仓 |
| EL | LAUDER ESTEE COS INC CL A | $4,665 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $4,669 | 0.00% | 23 | -14 | -37.8% | -$2,842 | 减仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $4,710 | 0.00% | 1,214 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $4,722 | 0.00% | 40 | 1 | 2.6% | $118 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $4,737 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $4,743 | 0.00% | 27 | 1 | 3.8% | $176 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $4,745 | 0.00% | 73 | 9 | 14.1% | $585 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $4,753 | 0.00% | 59 | 3 | 5.4% | $242 | 加仓 |
| PAYX | PAYCHEX INC COM | $4,790 | 0.00% | 52 | 2 | 4.0% | $184 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $4,826 | 0.00% | 32 | 1 | 3.2% | $151 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $4,862 | 0.00% | 42 | 2 | 5.0% | $232 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $4,893 | 0.00% | 97 | 4 | 4.3% | $202 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $4,954 | 0.00% | 14 | 1 | 7.7% | $354 | 加仓 |