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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC COM | $1.34万 | 0.00% | 62 | 5 | 8.8% | $1,083 | 加仓 |
| AMT | American Tower Corp | $1.35万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $1.35万 | 0.00% | 203 | 95 | 88.0% | $6,315 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $1.36万 | 0.00% | 62 | 2 | 3.3% | $438 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $1.36万 | 0.00% | 63 | 23 | 57.5% | $4,982 | 加仓 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $1.37万 | 0.00% | 137 | 1 | 0.7% | $100 | 加仓 |
| EMR | EMERSON ELEC CO COM | $1.38万 | 0.00% | 105 | 4 | 4.0% | $524 | 加仓 |
| SYY | SYSCO CORP COM | $1.39万 | 0.00% | 195 | 5 | 2.6% | $357 | 加仓 |
| TMUS | T-MOBILE US INC COM | $1.41万 | 0.00% | 67 | 4 | 6.3% | $840 | 加仓 |
| RTX | RTX CORPORATION COM | $1.41万 | 0.00% | 73 | 5 | 7.4% | $965 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.42万 | 0.00% | 252 | 4 | 1.6% | $225 | 加仓 |
| CEG | Constellation Energy Corp | $1.42万 | 0.00% | 51 | 1 | 2.0% | $279 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $1.43万 | 0.00% | 49 | -2 | -3.9% | -$586 | 减仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $1.44万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1.44万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $1.44万 | 0.00% | 127 | 2 | 1.6% | $226 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.45万 | 0.00% | 30 | 1 | 3.4% | $485 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1.47万 | 0.00% | 53 | -1 | -1.9% | -$278 | 减仓 |
| EFX | EQUIFAX INC COM | $1.48万 | 0.00% | 82 | 1 | 1.2% | $180 | 加仓 |
| KR | KROGER CO COM | $1.53万 | 0.00% | 211 | 11 | 5.5% | $796 | 加仓 |
| URI | UNITED RENTALS INC COM | $1.53万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ESGU | iShares ESG Aware MSCI USA ETF | $1.54万 | 0.00% | 109 | 1 | 0.9% | $141 | 加仓 |
| ECL | ECOLAB INC COM | $1.54万 | 0.00% | 58 | 2 | 3.6% | $532 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $1.56万 | 0.00% | 35 | 1 | 2.9% | $444 | 加仓 |
| SYK | STRYKER CORPORATION COM | $1.58万 | 0.00% | 48 | 2 | 4.3% | $657 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.58万 | 0.00% | 252 | 3 | 1.2% | $188 | 加仓 |
| AIRR | First Trust RBA Amer Industrial Renaissance ETF | $1.58万 | 0.00% | 143 | 143 | — | $1.58万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.59万 | 0.00% | 46 | 14 | 43.8% | $4,832 | 加仓 |
| GE | GE AEROSPACE COM NEW | $1.59万 | 0.00% | 56 | 4 | 7.7% | $1,135 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.60万 | 0.00% | 221 | 5 | 2.3% | $362 | 加仓 |
| EXC | EXELON CORP COM | $1.62万 | 0.00% | 330 | 7 | 2.2% | $343 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.64万 | 0.00% | 63 | 3 | 5.0% | $781 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $1.65万 | 0.00% | 60 | 3 | 5.3% | $826 | 加仓 |
| USB | US BANCORP COM NEW | $1.65万 | 0.00% | 318 | 116 | 57.4% | $6,033 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $1.66万 | 0.00% | 2,087 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $1.67万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $1.67万 | 0.00% | 99 | 3 | 3.1% | $507 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $1.68万 | 0.00% | 166 | 1 | 0.6% | $101 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $1.68万 | 0.00% | 67 | 3 | 4.7% | $752 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $1.69万 | 0.00% | 198 | 2 | 1.0% | $170 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.70万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.71万 | 0.00% | 109 | 3 | 2.8% | $472 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1.74万 | 0.00% | 105 | 68 | 183.8% | $1.12万 | 加仓 |
| CIBR | First Trust NASDAQ Cybersecurity ETF | $1.74万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $1.75万 | 0.00% | 40 | 1 | 2.6% | $436 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.78万 | 0.00% | 23 | 1 | 4.5% | $773 | 加仓 |
| PSX | PHILLIPS 66 COM | $1.79万 | 0.00% | 98 | 4 | 4.3% | $729 | 加仓 |
| IBB | iShares Biotechnology ETF | $1.79万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $1.79万 | 0.00% | 156 | 1 | 0.6% | $115 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1.80万 | 0.00% | 86 | 3 | 3.6% | $627 | 加仓 |
| NOW | SERVICENOW INC COM | $1.80万 | 0.00% | 172 | 2 | 1.2% | $209 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $1.80万 | 0.00% | 118 | 2 | 1.7% | $305 | 加仓 |
| DFAE | Dimensional Emerging Core Equity Market ETF | $1.81万 | 0.00% | 535 | 1 | 0.2% | $34 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1.81万 | 0.00% | 33 | 1 | 3.1% | $549 | 加仓 |
| VIGI | Vanguard Intl Dividend Appreciation Index Fund ETF | $1.82万 | 0.00% | 205 | 1 | 0.5% | $89 | 加仓 |
| CI | THE CIGNA GROUP COM | $1.84万 | 0.00% | 69 | 19 | 38.0% | $5,068 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.89万 | 0.00% | 91 | 33 | 56.9% | $6,867 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $1.90万 | 0.00% | 65 | 4 | 6.6% | $1,167 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $1.90万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $1.92万 | 0.00% | 141 | 8 | 6.0% | $1,088 | 加仓 |
| COP | Conoco Phillips | $1.93万 | 0.00% | 146 | 79 | 117.9% | $1.04万 | 加仓 |
| MET | METLIFE INC COM | $1.94万 | 0.00% | 275 | 101 | 58.0% | $7,143 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $1.95万 | 0.00% | 45 | 2 | 4.7% | $868 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.98万 | 0.00% | 114 | 22 | 23.9% | $3,816 | 加仓 |
| INTU | INTUIT COM | $1.99万 | 0.00% | 46 | 7 | 17.9% | $3,027 | 加仓 |
| FUTY | Fidelity MSCI Utilities Index ETF | $2.01万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $2.02万 | 0.00% | 62 | 2 | 3.3% | $652 | 加仓 |
| — | Templeton Emerging Markets Income Fund | $2.03万 | 0.00% | 3,370 | 2,238 | 197.7% | $1.35万 | 加仓 |
| XLB | Materials Select Sector SPDR Fund | $2.03万 | 0.00% | 406 | -332 | -45.0% | -$1.66万 | 减仓 |
| VNQI | Vanguard Global ex-US Real Estate Index Fd ETF | $2.04万 | 0.00% | 460 | 460 | — | $2.04万 | 新建仓 |
| PFE | PFIZER INC COM | $2.06万 | 0.00% | 734 | 192 | 35.4% | $5,391 | 加仓 |
| EVTR | Eaton Vance Total Return Bond ETF | $2.09万 | 0.00% | 411 | 411 | — | $2.09万 | 新建仓 |
| ADBE | ADOBE INC COM | $2.09万 | 0.00% | 86 | 1 | 1.2% | $243 | 加仓 |
| GEV | GE VERNOVA INC COM | $2.10万 | 0.00% | 24 | 1 | 4.3% | $873 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.10万 | 0.00% | 69 | 2 | 3.0% | $608 | 加仓 |
| AMLP | ALERIAN MLP ETF | $2.12万 | 0.00% | 402 | 402 | — | $2.12万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $2.13万 | 0.00% | 65 | 1 | 1.6% | $327 | 加仓 |
| SBUX | Starbucks | $2.13万 | 0.00% | 238 | 4 | 1.7% | $358 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $2.16万 | 0.00% | 68 | 2 | 3.0% | $636 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $2.19万 | 0.00% | 108 | 13 | 13.7% | $2,641 | 加仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $2.21万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| COF | Capital One | $2.26万 | 0.00% | 124 | 2 | 1.6% | $365 | 加仓 |
| VDC | Vanguard Consumer Staples ETF | $2.27万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| EAGG | iShares ESG Aware US Aggregate Bond ETF | $2.29万 | 0.00% | 481 | 11 | 2.3% | $523 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $2.29万 | 0.00% | 1,108 | -43 | -3.7% | -$890 | 减仓 |
| CME | CME GROUP INC COM | $2.30万 | 0.00% | 78 | 1 | 1.3% | $295 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.30万 | 0.00% | 176 | 24 | 15.8% | $3,142 | 加仓 |
| ETN | EATON CORP PLC SHS | $2.32万 | 0.00% | 65 | -37 | -36.3% | -$1.32万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2.37万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $2.40万 | 0.00% | 146 | 27 | 22.7% | $4,443 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2.40万 | 0.00% | 150 | 22 | 17.2% | $3,527 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2.41万 | 0.00% | 196 | 4 | 2.1% | $491 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $2.47万 | 0.00% | 127 | 5 | 4.1% | $971 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $2.47万 | 0.00% | 58 | -3 | -4.9% | -$1,279 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2.47万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TLT | iShares 20 Year Treasury Bond ETF | $2.49万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $2.50万 | 0.00% | 1,015 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $2.53万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $2.54万 | 0.00% | 42 | 12 | 40.0% | $7,253 | 加仓 |
| VPU | Vanguard Utilities ETF | $2.58万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |