RAFFA WEALTH MANAGEMENT, LLC
WASHINGTON DC · SEC CIK 0001631073
$7.93亿2026Q2 申报市值
1,591持仓数
69.7%前十大占比 · 第一大 11.3%
172 / 100新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTI 加仓+$2,426.39万
VCIT 加仓+$1,102.35万
IGSB 加仓+$914.76万
BND 加仓+$724.15万
VUSB 加仓+$632.48万
2026Q2 卖出最多 按季末市值估算
ACWX 清仓-$376.78万
VTV 减仓-$317.55万
VUG 清仓-$198.61万
VO 减仓-$114.95万
VBR 减仓-$90.21万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SNY | SANOFI SA SPONSORED ADR | $2,346 | 0.00% | 55 | -72 | -56.7% | -$3,071 | 减仓 |
| MP | MP MATERIALS CORP COM CL A | $2,352 | 0.00% | 42 | -49 | -53.8% | -$2,744 | 减仓 |
| STLA | STELLANTIS N.V SHS | $2,353 | 0.00% | 410 | 156 | 61.4% | $895 | 加仓 |
| FISV | FISERV INC COM | $2,354 | 0.00% | 48 | -30 | -38.5% | -$1,471 | 减仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2,359 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $2,362 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $2,383 | 0.00% | 10 | -1 | -9.1% | -$238 | 减仓 |
| OC | OWENS CORNING NEW COM | $2,384 | 0.00% | 15 | -1 | -6.2% | -$159 | 减仓 |
| EQT | EQT CORP COM | $2,393 | 0.00% | 45 | 13 | 40.6% | $691 | 加仓 |
| AA | ALCOA CORP COM | $2,398 | 0.00% | 46 | 10 | 27.8% | $521 | 加仓 |
| ZS | ZSCALER INC COM | $2,400 | 0.00% | 17 | 2 | 13.3% | $282 | 加仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $2,425 | 0.00% | 65 | 65 | — | $2,425 | 新建仓 |
| ABEV | AMBEV SA SPONSORED ADR | $2,443 | 0.00% | 778 | 285 | 57.8% | $895 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $2,447 | 0.00% | 30 | 10 | 50.0% | $816 | 加仓 |
| INSM | INSMED INC COM PAR $.01 | $2,452 | 0.00% | 23 | 6 | 35.3% | $640 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $2,453 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $2,453 | 0.00% | 37 | 15 | 68.2% | $994 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $2,456 | 0.00% | 99 | -22 | -18.2% | -$546 | 减仓 |
| CGNX | COGNEX CORP COM | $2,462 | 0.00% | 34 | 11 | 47.8% | $797 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $2,465 | 0.00% | 18 | -5 | -21.7% | -$685 | 减仓 |
| ADEA | ADEIA INC COM | $2,470 | 0.00% | 75 | 75 | — | $2,470 | 新建仓 |
| IP | INTERNATIONAL PAPER CO COM | $2,477 | 0.00% | 65 | -2 | -3.0% | -$76 | 减仓 |
| — | CREXENDO INC COM | $2,480 | 0.00% | 332 | 332 | — | $2,480 | 新建仓 |
| INCY | INCYTE CORP COM | $2,494 | 0.00% | 22 | 1 | 4.8% | $113 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $2,495 | 0.00% | 11 | 3 | 37.5% | $680 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $2,520 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC COM | $2,526 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $2,535 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP CL B | $2,573 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP COM | $2,581 | 0.00% | 22 | 1 | 4.8% | $117 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $2,582 | 0.00% | 144 | 26 | 22.0% | $466 | 加仓 |
| SVRA | SAVARA INC COM | $2,587 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $2,604 | 0.00% | 32 | -2 | -5.9% | -$163 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $2,609 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS COM | $2,610 | 0.00% | 7 | 6 | 600.0% | $2,237 | 加仓 |
| PPC | PILGRIMS PRIDE CORP COM | $2,614 | 0.00% | 93 | 28 | 43.1% | $787 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $2,640 | 0.00% | 90 | -2 | -2.2% | -$59 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $2,648 | 0.00% | 34 | 9 | 36.0% | $701 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $2,677 | 0.00% | 12 | 1 | 9.1% | $223 | 加仓 |
| MTRN | MATERION CORP COM | $2,677 | 0.00% | 9 | 3 | 50.0% | $892 | 加仓 |
| NDSN | NORDSON CORP COM | $2,715 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $2,715 | 0.00% | 10 | 1 | 11.1% | $272 | 加仓 |
| BAX | BAXTER INTL INC COM | $2,750 | 0.00% | 129 | -3 | -2.3% | -$64 | 减仓 |
| SE | SEA LTD | $2,779 | 0.00% | 29 | 7 | 31.8% | $671 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $2,782 | 0.00% | 32 | 6 | 23.1% | $522 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $2,804 | 0.00% | 99 | 17 | 20.7% | $481 | 加仓 |
| ENS | ENERSYS COM | $2,806 | 0.00% | 12 | 11 | 1,100.0% | $2,572 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2,813 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $2,814 | 0.00% | 38 | 8 | 26.7% | $592 | 加仓 |
| SNA | SNAP ON INC COM | $2,817 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $2,856 | 0.00% | 41 | -30 | -42.3% | -$2,090 | 减仓 |
| MITK | MITEK SYS INC COM NEW | $2,858 | 0.00% | 142 | 142 | — | $2,858 | 新建仓 |
| PPL | PPL CORP COM | $2,872 | 0.00% | 79 | 31 | 64.6% | $1,127 | 加仓 |
| BBY | BEST BUY INC COM | $2,883 | 0.00% | 38 | -2 | -5.0% | -$152 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $2,890 | 0.00% | 38 | 16 | 72.7% | $1,217 | 加仓 |
| DVA | DAVITA INC COM | $2,892 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $2,915 | 0.00% | 37 | 19 | 105.6% | $1,497 | 加仓 |
| INVH | INVITATION HOMES INC COM | $2,930 | 0.00% | 97 | 39 | 67.2% | $1,178 | 加仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $2,932 | 0.00% | 112 | -29 | -20.6% | -$759 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2,934 | 0.00% | 18 | -9 | -33.3% | -$1,467 | 减仓 |
| PTC | PTC INC COM | $2,954 | 0.00% | 26 | 13 | 100.0% | $1,477 | 加仓 |
| TRU | TRANSUNION COM | $2,958 | 0.00% | 41 | 1 | 2.5% | $72 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $2,979 | 0.00% | 91 | 42 | 85.7% | $1,375 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $2,994 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $3,002 | 0.00% | 30 | 12 | 66.7% | $1,201 | 加仓 |
| FNB | F N B CORP COM | $3,015 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC COM | $3,045 | 0.00% | 77 | 25 | 48.1% | $989 | 加仓 |
| FTV | FORTIVE CORP COM | $3,055 | 0.00% | 50 | 16 | 47.1% | $978 | 加仓 |
| GDDY | GODADDY INC CL A | $3,056 | 0.00% | 36 | -7 | -16.3% | -$594 | 减仓 |
| EVER | EVERQUOTE INC COM CL A | $3,069 | 0.00% | 129 | 129 | — | $3,069 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $3,106 | 0.00% | 33 | -1 | -2.9% | -$94 | 减仓 |
| QAI | IQ Hedge Multi-Strategy Tracker ETF | $3,113 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD SHS | $3,113 | 0.00% | 625 | 106 | 20.4% | $528 | 加仓 |
| ALLY | ALLY FINL INC COM | $3,125 | 0.00% | 68 | 5 | 7.9% | $230 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $3,137 | 0.00% | 87 | 45 | 107.1% | $1,623 | 加仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $3,139 | 0.00% | 282 | 282 | — | $3,139 | 新建仓 |
| RBA | RB GLOBAL INC COM | $3,144 | 0.00% | 27 | 9 | 50.0% | $1,048 | 加仓 |
| STE | STERIS PLC SHS USD | $3,159 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $3,192 | 0.00% | 36 | 1 | 2.9% | $89 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $3,202 | 0.00% | 17 | 4 | 30.8% | $753 | 加仓 |
| UI | UBIQUITI INC COM | $3,204 | 0.00% | 6 | 6 | — | $3,204 | 新建仓 |
| ESS | ESSEX PPTY TR INC COM | $3,207 | 0.00% | 11 | 3 | 37.5% | $875 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC COM CL A | $3,212 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $3,215 | 0.00% | 41 | 16 | 64.0% | $1,255 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $3,216 | 0.00% | 22 | -1 | -4.3% | -$146 | 减仓 |
| ASLE | AERSALE CORPORATION COM | $3,236 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $3,238 | 0.00% | 70 | 24 | 52.2% | $1,110 | 加仓 |
| REX | REX AMERICAN RES CORP COM | $3,251 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $3,273 | 0.00% | 19 | 7 | 58.3% | $1,206 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $3,281 | 0.00% | 61 | 28 | 84.8% | $1,506 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $3,308 | 0.00% | 38 | 2 | 5.6% | $174 | 加仓 |
| NI | NISOURCE INC COM | $3,329 | 0.00% | 70 | 30 | 75.0% | $1,427 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $3,334 | 0.00% | 208 | -65 | -23.8% | -$1,042 | 减仓 |
| RRX | REGAL REXNORD CORPORATION COM | $3,335 | 0.00% | 14 | 3 | 27.3% | $715 | 加仓 |
| ILMN | ILLUMINA INC COM | $3,341 | 0.00% | 19 | 5 | 35.7% | $879 | 加仓 |
| RACE | FERRARI N V COM | $3,351 | 0.00% | 9 | 2 | 28.6% | $745 | 加仓 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $3,352 | 0.00% | 570 | 117 | 25.8% | $688 | 加仓 |
| IONQ | IONQ INC COM | $3,355 | 0.00% | 63 | -3 | -4.5% | -$160 | 减仓 |
| FN | FABRINET SHS | $3,372 | 0.00% | 6 | 1 | 20.0% | $562 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $3,375 | 0.00% | 21 | 0 | 0.0% | — | 不变 |