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 |
|---|---|---|---|---|---|---|---|---|
| DEO | DIAGEO PLC SPON ADR NEW | $8,413 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC COM | $8,434 | 0.00% | 122 | 9 | 8.0% | $622 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $8,438 | 0.00% | 62 | 2 | 3.3% | $272 | 加仓 |
| VMC | VULCAN MATLS CO COM | $8,441 | 0.00% | 31 | 1 | 3.3% | $272 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $8,460 | 0.00% | 41 | 1 | 2.5% | $206 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $8,470 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| INR | INFINITY NAT RES INC COM CL A | $8,488 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $8,505 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $8,656 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $8,659 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $8,674 | 0.00% | 60 | 6 | 11.1% | $867 | 加仓 |
| TFC | TRUIST FINL CORP COM | $8,688 | 0.00% | 189 | 4 | 2.2% | $184 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $8,715 | 0.00% | 30 | 1 | 3.4% | $290 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $8,729 | 0.00% | 403 | -50 | -11.0% | -$1,083 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $8,734 | 0.00% | 12 | 1 | 9.1% | $728 | 加仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $8,858 | 0.00% | 133 | -9 | -6.3% | -$599 | 减仓 |
| STT | STATE STR CORP COM | $8,859 | 0.00% | 70 | 3 | 4.5% | $380 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $8,879 | 0.00% | 196 | 2 | 1.0% | $91 | 加仓 |
| FDX | FEDEX CORP COM | $8,905 | 0.00% | 25 | 2 | 8.7% | $712 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $8,955 | 0.00% | 212 | 36 | 20.5% | $1,521 | 加仓 |
| CCI | CROWN CASTLE INC COM | $9,025 | 0.00% | 111 | 39 | 54.2% | $3,171 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $9,097 | 0.00% | 39 | 25 | 178.6% | $5,831 | 加仓 |
| COR | CENCORA INC COM | $9,110 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A SHS | $9,112 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR 2 ORD | $9,149 | 0.00% | 614 | -77 | -11.1% | -$1,147 | 减仓 |
| DOV | DOVER CORP COM | $9,172 | 0.00% | 44 | 2 | 4.8% | $417 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $9,174 | 0.00% | 45 | 24 | 114.3% | $4,893 | 加仓 |
| TER | TERADYNE INC COM | $9,190 | 0.00% | 31 | 8 | 34.8% | $2,372 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $9,255 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $9,311 | 0.00% | 94 | 4 | 4.4% | $396 | 加仓 |
| ALL | ALLSTATE CORP COM | $9,330 | 0.00% | 45 | 3 | 7.1% | $622 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $9,391 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $9,407 | 0.00% | 1,170 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $9,582 | 0.00% | 86 | 3 | 3.6% | $334 | 加仓 |
| ATI | ATI INC COM | $9,600 | 0.00% | 66 | 66 | — | $9,600 | 新建仓 |
| BIIB | BIOGEN INC COM | $9,716 | 0.00% | 53 | 2 | 3.9% | $367 | 加仓 |
| HPQ | HP INC COM | $9,778 | 0.00% | 509 | 6 | 1.2% | $115 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $9,824 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $9,834 | 0.00% | 132 | 34 | 34.7% | $2,533 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $9,876 | 0.00% | 122 | 55 | 82.1% | $4,452 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $9,895 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $9,900 | 0.00% | 55 | -2 | -3.5% | -$360 | 减仓 |
| F | FORD MTR CO COM | $9,982 | 0.00% | 865 | 121 | 16.3% | $1,396 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.00万 | 0.00% | 125 | 4 | 3.3% | $320 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $1.00万 | 0.00% | 299 | 234 | 360.0% | $7,846 | 加仓 |
| AZO | AUTOZONE INC COM | $1.01万 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $1.02万 | 0.00% | 154 | 72 | 87.8% | $4,751 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.02万 | 0.00% | 26 | -10 | -27.8% | -$3,918 | 减仓 |
| BCS | BARCLAYS PLC ADR | $1.02万 | 0.00% | 484 | -1 | -0.2% | -$21 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $1.03万 | 0.00% | 30 | 18 | 150.0% | $6,178 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $1.03万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $1.04万 | 0.00% | 76 | 3 | 4.1% | $412 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $1.04万 | 0.00% | 77 | 3 | 4.1% | $406 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $1.04万 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.05万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $1.05万 | 0.00% | 283 | 2 | 0.7% | $74 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $1.05万 | 0.00% | 67 | 22 | 48.9% | $3,459 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1.05万 | 0.00% | 27 | 1 | 3.8% | $390 | 加仓 |
| AFL | AFLAC INC COM | $1.08万 | 0.00% | 98 | 5 | 5.4% | $549 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $1.08万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $1.08万 | 0.00% | 48 | 4 | 9.1% | $904 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1.10万 | 0.00% | 344 | 3 | 0.9% | $96 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.11万 | 0.00% | 39 | 3 | 8.3% | $851 | 加仓 |
| EME | EMCOR GROUP INC COM | $1.11万 | 0.00% | 15 | 1 | 7.1% | $738 | 加仓 |
| SRE | SEMPRA COM | $1.11万 | 0.00% | 114 | 22 | 23.9% | $2,138 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $1.11万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $1.11万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.12万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | EVOLUTION PETE CORP COM | $1.12万 | 0.00% | 2,436 | 519 | 27.1% | $2,377 | 加仓 |
| FAST | FASTENAL CO COM | $1.13万 | 0.00% | 243 | 9 | 3.8% | $418 | 加仓 |
| PCAR | PACCAR INC COM | $1.13万 | 0.00% | 98 | 4 | 4.3% | $462 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $1.14万 | 0.00% | 66 | 1 | 1.5% | $173 | 加仓 |
| CVS | CVS Health | $1.14万 | 0.00% | 159 | 3 | 1.9% | $215 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $1.14万 | 0.00% | 246 | 147 | 148.5% | $6,830 | 加仓 |
| ZTS | ZOETIS INC CL A | $1.15万 | 0.00% | 97 | 1 | 1.0% | $118 | 加仓 |
| SNPS | SYNOPSYS INC COM | $1.15万 | 0.00% | 29 | 1 | 3.6% | $396 | 加仓 |
| IR | INGERSOLL RAND INC COM | $1.15万 | 0.00% | 144 | 3 | 2.1% | $240 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $1.15万 | 0.00% | 29 | 1 | 3.6% | $398 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1.18万 | 0.00% | 2,341 | -120 | -4.9% | -$604 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.18万 | 0.00% | 90 | 35 | 63.6% | $4,588 | 加仓 |
| UBS | UBS GROUP AG SHS | $1.19万 | 0.00% | 304 | -72 | -19.1% | -$2,813 | 减仓 |
| RELX | RELX PLC SPONSORED ADR | $1.19万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $1.20万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $1.20万 | 0.00% | 48 | 2 | 4.3% | $501 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $1.22万 | 0.00% | 38 | 2 | 5.6% | $641 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.22万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $1.23万 | 0.00% | 38 | 2 | 5.6% | $646 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.23万 | 0.00% | 516 | 10 | 2.0% | $238 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $1.23万 | 0.00% | 26 | 1 | 4.0% | $473 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $1.23万 | 0.00% | 335 | -32 | -8.7% | -$1,176 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1.26万 | 0.00% | 174 | 3 | 1.8% | $218 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.27万 | 0.00% | 138 | 3 | 2.2% | $277 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.28万 | 0.00% | 95 | 2 | 2.2% | $269 | 加仓 |
| NDAQ | NASDAQ INC COM | $1.29万 | 0.00% | 152 | 4 | 2.7% | $340 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $1.29万 | 0.00% | 19 | 1 | 5.6% | $681 | 加仓 |
| TGT | TARGET CORP COM | $1.30万 | 0.00% | 107 | 5 | 4.9% | $606 | 加仓 |
| MCK | MCKESSON CORP COM | $1.30万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | EPSILON ENERGY LTD COM | $1.30万 | 0.00% | 2,118 | 1,196 | 129.7% | $7,367 | 加仓 |
| NTAP | NETAPP INC COM | $1.32万 | 0.00% | 129 | 2 | 1.6% | $205 | 加仓 |
| SNDK | SANDISK CORP COM | $1.33万 | 0.00% | 21 | -25 | -54.3% | -$1.59万 | 减仓 |