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 |
|---|---|---|---|---|---|---|---|---|
| MTB | M & T BK CORP COM | $4,998 | 0.00% | 21 | 1 | 5.0% | $238 | 加仓 |
| EG | EVEREST GROUP LTD COM | $5,001 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $5,007 | 0.00% | 96 | -18 | -15.8% | -$939 | 减仓 |
| JBL | JABIL INC COM | $5,011 | 0.00% | 13 | -7 | -35.0% | -$2,698 | 减仓 |
| MSCI | MSCI INC COM | $5,040 | 0.00% | 9 | 2 | 28.6% | $1,120 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $5,054 | 0.00% | 130 | 16 | 14.0% | $622 | 加仓 |
| WAB | Wabtec Corp. | $5,122 | 0.00% | 19 | 5 | 35.7% | $1,348 | 加仓 |
| CVNA | CARVANA CO CL A | $5,266 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $5,276 | 0.00% | 73 | -1 | -1.4% | -$72 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $5,315 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $5,324 | 0.00% | 30 | 3 | 11.1% | $532 | 加仓 |
| GLNG | GOLAR LNG LTD SHS | $5,333 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO COM | $5,333 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $5,348 | 0.00% | 17 | 4 | 30.8% | $1,258 | 加仓 |
| ATRO | ASTRONICS CORP COM | $5,363 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $5,381 | 0.00% | 59 | 1 | 1.7% | $91 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $5,425 | 0.00% | 56 | 11 | 24.4% | $1,066 | 加仓 |
| IRM | IRON MTN INC DEL COM | $5,431 | 0.00% | 43 | 6 | 16.2% | $758 | 加仓 |
| PPG | PPG INDS INC COM | $5,458 | 0.00% | 45 | 9 | 25.0% | $1,092 | 加仓 |
| LFUS | LITTELFUSE INC COM | $5,464 | 0.00% | 12 | 3 | 33.3% | $1,366 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $5,471 | 0.00% | 57 | 24 | 72.7% | $2,304 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $5,496 | 0.00% | 109 | 12 | 12.4% | $605 | 加仓 |
| — | WEYCO GROUP INC COM | $5,506 | 0.00% | 140 | 140 | — | $5,506 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $5,564 | 0.00% | 40 | 5 | 14.3% | $696 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $5,601 | 0.00% | 16 | 2 | 14.3% | $700 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $5,610 | 0.00% | 65 | 45 | 225.0% | $3,884 | 加仓 |
| LOGI | LOGITECH INTL S A SHS | $5,642 | 0.00% | 60 | -40 | -40.0% | -$3,761 | 减仓 |
| TBLA | TABOOLA.COM LTD ORD SHS | $5,675 | 0.00% | 1,135 | 1,135 | — | $5,675 | 新建仓 |
| ABNB | AIRBNB INC COM CL A | $5,724 | 0.00% | 40 | 7 | 21.2% | $1,002 | 加仓 |
| SLB | SLB LIMITED COM STK | $5,765 | 0.00% | 124 | 40 | 47.6% | $1,860 | 加仓 |
| CRH | CRH PLC ORD | $5,778 | 0.00% | 54 | 17 | 45.9% | $1,819 | 加仓 |
| MEAR | iShares Short Maturity Municipal Bond Active ETF | $5,794 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $5,796 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $5,818 | 0.00% | 53 | 12 | 29.3% | $1,317 | 加仓 |
| EL | LAUDER ESTEE COS INC CL A | $5,842 | 0.00% | 74 | 9 | 13.8% | $711 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $5,847 | 0.00% | 29 | -57 | -66.3% | -$1.15万 | 减仓 |
| YELP | YELP INC CL A | $5,860 | 0.00% | 239 | 207 | 646.9% | $5,075 | 加仓 |
| GIS | GENERAL MILLS INC COM | $5,916 | 0.00% | 170 | -113 | -39.9% | -$3,932 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $5,951 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $5,972 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $5,995 | 0.00% | 85 | 1 | 1.2% | $71 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $6,002 | 0.00% | 9 | -5 | -35.7% | -$3,334 | 减仓 |
| OKTA | OKTA INC CL A | $6,004 | 0.00% | 44 | 23 | 109.5% | $3,138 | 加仓 |
| O | REALTY INCOME CORP COM | $6,010 | 0.00% | 97 | 24 | 32.9% | $1,487 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $6,103 | 0.00% | 42 | 8 | 23.5% | $1,162 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $6,119 | 0.00% | 119 | 10 | 9.2% | $514 | 加仓 |
| INR | INFINITY NAT RES INC COM CL A | $6,121 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| PPLI | PEOPLE INC COM NEW | $6,139 | 0.00% | 133 | 130 | 4,333.3% | $6,001 | 加仓 |
| XYZ | BLOCK INC CL A | $6,156 | 0.00% | 81 | 10 | 14.1% | $760 | 加仓 |
| RUM | RUM GROUP INC COM CL A | $6,188 | 0.00% | 976 | 976 | — | $6,188 | 新建仓 |
| HEI/A | HEICO CORP NEW CL A | $6,190 | 0.00% | 24 | 3 | 14.3% | $774 | 加仓 |
| CCI | CROWN CASTLE INC COM | $6,210 | 0.00% | 82 | -29 | -26.1% | -$2,196 | 减仓 |
| PKE | PARK AEROSPACE CORP COM | $6,220 | 0.00% | 163 | 66 | 68.0% | $2,519 | 加仓 |
| GM | GENERAL MTRS CO COM | $6,243 | 0.00% | 81 | -51 | -38.6% | -$3,931 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $6,259 | 0.00% | 198 | 2 | 1.0% | $63 | 加仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $6,264 | 0.00% | 2,784 | 1,653 | 146.2% | $3,719 | 加仓 |
| HAL | HALLIBURTON CO COM | $6,281 | 0.00% | 185 | 2 | 1.1% | $68 | 加仓 |
| PAYX | PAYCHEX INC COM | $6,293 | 0.00% | 64 | 12 | 23.1% | $1,180 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $6,314 | 0.00% | 14 | 2 | 16.7% | $902 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $6,322 | 0.00% | 21 | 2 | 10.5% | $602 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $6,347 | 0.00% | 188 | 32 | 20.5% | $1,080 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $6,376 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $6,382 | 0.00% | 19 | 10 | 111.1% | $3,359 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $6,400 | 0.00% | 38 | -4 | -9.5% | -$674 | 减仓 |
| BALL | Ball Corp | $6,427 | 0.00% | 103 | 17 | 19.8% | $1,061 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $6,430 | 0.00% | 169 | 164 | 3,280.0% | $6,240 | 加仓 |
| PUK | PRUDENTIAL PLC ADR | $6,434 | 0.00% | 240 | 29 | 13.7% | $777 | 加仓 |
| RBC | RBC BEARINGS INC COM | $6,441 | 0.00% | 10 | 2 | 25.0% | $1,288 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $6,487 | 0.00% | 794 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC COM | $6,596 | 0.00% | 88 | 88 | — | $6,596 | 新建仓 |
| — | AVALONBAY CMNTYS INC COM | $6,604 | 0.00% | 35 | 6 | 20.7% | $1,132 | 加仓 |
| MKSI | MKS INC. COM | $6,672 | 0.00% | 15 | 8 | 114.3% | $3,558 | 加仓 |
| HUM | HUMANA INC COM | $6,753 | 0.00% | 17 | 3 | 21.4% | $1,192 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $6,759 | 0.00% | 191 | 24 | 14.4% | $849 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $6,780 | 0.00% | 39 | 7 | 21.9% | $1,217 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $6,792 | 0.00% | 108 | -3 | -2.7% | -$189 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $6,796 | 0.00% | 26 | 4 | 18.2% | $1,046 | 加仓 |
| AIP | ARTERIS INC COM | $6,803 | 0.00% | 140 | 140 | — | $6,803 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $6,817 | 0.00% | 84 | -38 | -31.1% | -$3,084 | 减仓 |
| CPRT | Copart | $6,822 | 0.00% | 242 | 26 | 12.0% | $733 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $6,824 | 0.00% | 38 | 8 | 26.7% | $1,437 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $6,914 | 0.00% | 115 | 27 | 30.7% | $1,623 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $7,006 | 0.00% | 61 | 11 | 22.0% | $1,263 | 加仓 |
| D | DOMINION ENERGY INC COM | $7,034 | 0.00% | 103 | 19 | 22.6% | $1,298 | 加仓 |
| KKR | KKR & CO INC COM | $7,067 | 0.00% | 77 | 20 | 35.1% | $1,836 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $7,091 | 0.00% | 75 | 10 | 15.4% | $945 | 加仓 |
| TPR | TAPESTRY INC COM | $7,173 | 0.00% | 49 | 12 | 32.4% | $1,757 | 加仓 |
| XEL | XCEL ENERGY INC COM | $7,227 | 0.00% | 90 | 14 | 18.4% | $1,124 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $7,349 | 0.00% | 45 | 15 | 50.0% | $2,450 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $7,355 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $7,368 | 0.00% | 173 | 28 | 19.3% | $1,193 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $7,378 | 0.00% | 99 | -3 | -2.9% | -$224 | 减仓 |
| RY | ROYAL BK CDA COM | $7,451 | 0.00% | 36 | 16 | 80.0% | $3,312 | 加仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $7,501 | 0.00% | 146 | 94 | 180.8% | $4,829 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $7,505 | 0.00% | 190 | 28 | 17.3% | $1,106 | 加仓 |
| ZTS | ZOETIS INC CL A | $7,545 | 0.00% | 105 | 8 | 8.2% | $575 | 加仓 |
| GRMN | GARMIN LTD SHS | $7,601 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $7,603 | 0.00% | 24 | 2 | 9.1% | $634 | 加仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $7,616 | 0.00% | 726 | 164 | 29.2% | $1,720 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $7,620 | 0.00% | 63 | 5 | 8.6% | $605 | 加仓 |