13F 机构持仓

RAFFA WEALTH MANAGEMENT, LLC

WASHINGTON DC · SEC CIK 0001631073

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 10.4%
VTI 8.8%
VEA 7.8%
BND 7.2%
AVUS 7.0%
IGSB 6.7%
VCIT 6.2%
IAGG 6.0%
Dimensional U. 4.9%
FQAL 4.2%

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
UL UNILEVER PLC SPON ADR NEW $5,0130.00%88 00.0% — 不变
CVNA CARVANA CO CL A $5,0300.00%16 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $5,0310.00%82 56.5% $307 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $5,0560.00%273 00.0% — 不变
BALL Ball Corp $5,0830.00%86 11.2% $59 加仓
AVT AVNET INC COM $5,1140.00%83 33.8% $185 加仓
DTE DTE ENERGY CO COM $5,1180.00%35 26.1% $292 加仓
ES EVERSOURCE ENERGY COM $5,1270.00%74 34.2% $208 加仓
D DOMINION ENERGY INC COM $5,1930.00%84 33.7% $185 加仓
ALB ALBEMARLE CORP COM $5,2060.00%29 27.4% $359 加仓
TPR TAPESTRY INC COM $5,2210.00%37 25.7% $282 加仓
FLEX FLEX LTD ORD $5,2370.00%80 79.6% $458 加仓
STZ CONSTELLATION BRANDS INC CL A $5,2500.00%35 26.1% $300 加仓
KKR KKR & CO INC COM $5,2730.00%57 -2-3.4% -$185 减仓
ARW ARROW ELECTRS INC COM $5,3060.00%37 12.8% $143 加仓
JBL JABIL INC COM $5,3130.00%20 866.7% $2,125 加仓
CDW CDW CORP COM $5,3250.00%44 24.8% $242 加仓
FIS FIDELITY NATL INFORMATION SVCS COM $5,3480.00%114 32.7% $141 加仓
HOOD ROBINHOOD MKTS INC COM CL A $5,4050.00%78 811.4% $554 加仓
DLR DIGITAL RLTY TR INC COM $5,4060.00%30 00.0% — 不变
— PRAIRIE OPER CO COM $5,4510.00%2,685 2,685— $5,451 新建仓
MTZ MASTEC INC COM $5,4700.00%17 213.3% $644 加仓
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $5,4780.00%610 00.0% — 不变
HEI HEICO CORP NEW COM $5,4840.00%20 15.3% $274 加仓
TRMB TRIMBLE INC COM $5,5450.00%85 -13-13.3% -$848 减仓
IX ORIX CORP SPONSORED ADR $5,5480.00%185 00.0% — 不变
BMO BANK MONTREAL MEDIUM COM $5,5490.00%41 00.0% — 不变
BUD Anheuser Busch Inbev ADR $5,5500.00%80 00.0% — 不变
DASH DOORDASH INC CL A $5,5560.00%37 12.8% $150 加仓
WRB BERKLEY W R CORP COM $5,5680.00%84 33.7% $199 加仓
RDY DR REDDYS LABS LTD ADR $5,5950.00%404 -1-0.2% -$14 减仓
LNT ALLIANT ENERGY CORP COM $5,5970.00%78 3895.0% $2,727 加仓
ETR ENTERGY CORP NEW COM $5,6180.00%50 36.4% $337 加仓
IQV IQVIA HLDGS INC COM $5,6280.00%33 26.5% $341 加仓
ADSK AUTODESK INC COM $5,7460.00%24 29.1% $479 加仓
KB KB FINL GROUP INC SPONSORED ADR $5,7840.00%58 00.0% — 不变
MEAR iShares Short Maturity Municipal Bond Active ETF $5,7890.00%115 10.9% $50 加仓
GLNG GOLAR LNG LTD SHS $5,7900.00%107 00.0% — 不变
CFG CITIZENS FINL GROUP INC COM $5,8170.00%97 4898.0% $2,879 加仓
CIEN CIENA CORP COM NEW $5,8230.00%15 17.1% $388 加仓
BN BROOKFIELD CORP CL A LTD VT SH $5,8680.00%145 00.0% — 不变
ESLT ELBIT SYS LTD ORD $5,9440.00%7 00.0% — 不变
CF CF INDUSTRIES HOLD COM $5,9730.00%46 37.0% $390 加仓
PUK PRUDENTIAL PLC ADR $5,9990.00%211 00.0% — 不变
PNR PENTAIR PLC SHS $6,0050.00%69 41146.4% $3,568 加仓
XEL XCEL ENERGY INC COM $6,0370.00%76 45.6% $318 加仓
MFC MANULIFE FINL CORP COM $6,0960.00%177 -14-7.3% -$482 减仓
SNY SANOFI SA SPONSORED ADR $6,1190.00%127 -1-0.8% -$48 减仓
PSA PUBLIC STORAGE COM $6,2300.00%23 00.0% — 不变
ULTA ULTA BEAUTY INC COM $6,2730.00%12 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC COM $6,2870.00%19 15.6% $331 加仓
PTGX PROTAGONIST THERAPEUTICS INC COM $6,3240.00%60 00.0% — 不变
DLTR DOLLAR TREE INC COM $6,3520.00%58 35.5% $329 加仓
AXON AXON ENTERPRISE INC COM $6,3700.00%15 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY COM $6,3710.00%81 00.0% — 不变
NKE Nike $6,3910.00%121 87.1% $423 加仓
WTW WILLIS TOWERS WATSON PLC LTD SHS $6,3950.00%22 14.8% $291 加仓
ACGL ARCH CAP GROUP LTD ORD $6,4310.00%67 23.1% $192 加仓
ODFL OLD DOMINION FREIGHT LINE INC COM $6,4480.00%33 26.5% $391 加仓
FCX FREEPORT MCMORAN INC CL B $6,5250.00%111 109.9% $588 加仓
CCL CARNIVAL CORP LTD COMMON SHARES $6,5480.00%253 10.4% $26 加仓
VRSK VERISK ANALYTICS INC COM $6,6410.00%35 12.9% $190 加仓
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD $6,6540.00%794 00.0% — 不变
FOXA FOX CORP CL A COM $6,6580.00%114 21.8% $117 加仓
ALC ALCON AG ORD SHS $6,7060.00%89 00.0% — 不变
AU ANGLOGOLD ASHANTI PLC COM SHS $6,8150.00%70 00.0% — 不变
HUBB HUBBELL INC COM $6,8700.00%14 17.7% $491 加仓
XYL XYLEM INC COM $7,0510.00%59 23.5% $239 加仓
NU NU HLDGS LTD ORD SHS CL A $7,0840.00%493 00.0% — 不变
ENB ENBRIDGE INC COM $7,0920.00%131 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $7,1130.00%116 00.0% — 不变
HAL HALLIBURTON CO COM $7,1350.00%183 105.8% $390 加仓
BURL BURLINGTON STORES INC COM $7,1580.00%22 00.0% — 不变
CPRT Copart $7,1710.00%216 20.9% $66 加仓
SKM SK TELECOM CO LTD SPONSORED ADR $7,2050.00%246 -30-10.9% -$879 减仓
DOW DOW HLDGS INC COM $7,2050.00%173 63.6% $250 加仓
TD TORONTO DOMINION BK ONT COM NEW $7,2780.00%78 00.0% — 不变
CPNG COUPANG INC CL A $7,2880.00%386 11643.0% $2,190 加仓
IDXX IDEXX LABS INC COM $7,3050.00%13 00.0% — 不变
NRG NRG ENERGY INC COM NEW $7,3070.00%50 36.4% $438 加仓
SAN BANCO SANTANDER SA ADR $7,4110.00%657 00.0% — 不变
GRMN GARMIN LTD SHS $7,4240.00%32 13.2% $232 加仓
CM CANADIAN IMPERIAL BANK OF COMM COM $7,4850.00%79 00.0% — 不变
AME AMETEK INC COM $7,5030.00%35 12.9% $214 加仓
RKLB ROCKET LAB CORP COM $7,5140.00%117 10.9% $64 加仓
INFY INFOSYS LTD SPONSORED ADR $7,5930.00%562 00.0% — 不变
MDLZ MONDELEZ INTL INC CL A $7,6080.00%132 86.5% $461 加仓
DRI DARDEN RESTAURANTS INC COM $7,6460.00%39 25.4% $392 加仓
AIG AMERICAN INTL GROUP INC COM NEW $7,6760.00%102 44.1% $301 加仓
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH $7,7450.00%149 -28-15.8% -$1,455 减仓
YUM YUM BRANDS INC COM $7,7740.00%50 24.2% $311 加仓
SPG SIMON PPTY GROUP INC NEW COM $7,8340.00%42 00.0% — 不变
WMB WILLIAMS COS INC COM $7,8600.00%108 1010.2% $728 加仓
CNQ CANADIAN NAT RES LTD MED TERM COM $7,8940.00%162 00.0% — 不变
SO SOUTHERN CO COM $7,9150.00%82 3367.3% $3,185 加仓
OTIS OTIS WORLDWIDE CORP COM $7,9390.00%103 4887.3% $3,700 加仓
FTNT FORTINET INC COM $8,0090.00%98 44.3% $327 加仓
CAH CARDINAL HEALTH INC COM $8,2410.00%39 12.6% $211 加仓
HIG HARTFORD INSURANCE GROUP INC COM $8,2490.00%61 23.4% $270 加仓
USFD US FOODS HLDG CORP COM $8,2990.00%90 72400.0% $6,639 加仓