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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC COM | $7,644 | 0.00% | 141 | 10 | 7.6% | $542 | 加仓 |
| CARG | CARGURUS INC COM CL A | $7,670 | 0.00% | 225 | 200 | 800.0% | $6,818 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $7,723 | 0.00% | 9 | 4 | 80.0% | $3,432 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $7,741 | 0.00% | 53 | 3 | 6.0% | $438 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $7,751 | 0.00% | 134 | 2 | 1.5% | $116 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $7,762 | 0.00% | 581 | 88 | 17.8% | $1,176 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $7,779 | 0.00% | 43 | -62 | -59.0% | -$1.12万 | 减仓 |
| EOG | EOG RES INC COM | $7,784 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $7,798 | 0.00% | 36 | 3 | 9.1% | $650 | 加仓 |
| HEI | HEICO CORP NEW COM | $7,836 | 0.00% | 22 | 2 | 10.0% | $712 | 加仓 |
| HUBB | HUBBELL INC COM | $7,848 | 0.00% | 15 | 1 | 7.1% | $523 | 加仓 |
| MTZ | MASTEC INC COM | $7,905 | 0.00% | 19 | 2 | 11.8% | $832 | 加仓 |
| BUD | Anheuser Busch Inbev ADR | $7,910 | 0.00% | 96 | 16 | 20.0% | $1,318 | 加仓 |
| XYL | XYLEM INC COM | $7,920 | 0.00% | 67 | 8 | 13.6% | $946 | 加仓 |
| BA | BOEING CO COM | $8,009 | 0.00% | 37 | 23 | 164.3% | $4,979 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $8,056 | 0.00% | 83 | 16 | 23.9% | $1,553 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $8,058 | 0.00% | 93 | 12 | 14.8% | $1,040 | 加仓 |
| IX | ORIX CORP SPONSORED ADR | $8,064 | 0.00% | 212 | 27 | 14.6% | $1,027 | 加仓 |
| WMB | WILLIAMS COS INC COM | $8,103 | 0.00% | 109 | 1 | 0.9% | $74 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $8,162 | 0.00% | 114 | 11 | 10.7% | $788 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $8,172 | 0.00% | 54 | -13 | -19.4% | -$1,967 | 减仓 |
| COHR | COHERENT CORP COM | $8,284 | 0.00% | 21 | 4 | 23.5% | $1,578 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $8,294 | 0.00% | 6 | 3 | 100.0% | $4,147 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $8,342 | 0.00% | 292 | 39 | 15.4% | $1,114 | 加仓 |
| RDVT | RED VIOLET INC COM | $8,411 | 0.00% | 132 | 132 | — | $8,411 | 新建仓 |
| IDXX | IDEXX LABS INC COM | $8,423 | 0.00% | 16 | 3 | 23.1% | $1,579 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $8,467 | 0.00% | 209 | 32 | 18.1% | $1,296 | 加仓 |
| FLEX | FLEX LTD ORD | $8,590 | 0.00% | 53 | -27 | -33.8% | -$4,376 | 减仓 |
| PSA | PUBLIC STORAGE COM | $8,594 | 0.00% | 27 | 4 | 17.4% | $1,273 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $8,615 | 0.00% | 46 | 46 | — | $8,615 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC COM | $8,652 | 0.00% | 42 | 3 | 7.7% | $618 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $8,658 | 0.00% | 49 | 8 | 19.5% | $1,414 | 加仓 |
| F | FORD MTR CO COM | $8,674 | 0.00% | 624 | -241 | -27.9% | -$3,350 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $8,721 | 0.00% | 21 | -24 | -53.3% | -$9,967 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $8,724 | 0.00% | 87 | 9 | 11.5% | $902 | 加仓 |
| TRMB | TRIMBLE INC COM | $8,752 | 0.00% | 171 | 86 | 101.2% | $4,402 | 加仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $8,838 | 0.00% | 2,272 | 1,058 | 87.1% | $4,116 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $8,906 | 0.00% | 158 | -88 | -35.8% | -$4,960 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $8,973 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $9,002 | 0.00% | 744 | 529 | 246.0% | $6,401 | 加仓 |
| FDX | FEDEX CORP COM | $9,081 | 0.00% | 29 | 4 | 16.0% | $1,253 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $9,081 | 0.00% | 30 | 12 | 66.7% | $3,632 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $9,082 | 0.00% | 38 | -1 | -2.6% | -$239 | 减仓 |
| YUM | YUM BRANDS INC COM | $9,112 | 0.00% | 57 | 7 | 14.0% | $1,119 | 加仓 |
| MO | ALTRIA GROUP INC COM | $9,138 | 0.00% | 127 | -27 | -17.5% | -$1,943 | 减仓 |
| VMC | VULCAN MATLS CO COM | $9,145 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $9,211 | 0.00% | 70 | 8 | 12.9% | $1,053 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $9,409 | 0.00% | 71 | 10 | 16.4% | $1,325 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $9,530 | 0.00% | 17 | 2 | 13.3% | $1,121 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $9,537 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $9,588 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COP | Conoco Phillips | $9,668 | 0.00% | 93 | -53 | -36.3% | -$5,510 | 减仓 |
| TWLO | TWILIO INC CL A | $9,698 | 0.00% | 47 | 23 | 95.8% | $4,746 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $9,707 | 0.00% | 120 | 50 | 71.4% | $4,045 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $9,729 | 0.00% | 705 | 48 | 7.3% | $662 | 加仓 |
| — | Vanguard New York Tax-Exempt Bond ETF | $9,776 | 0.00% | 94 | 94 | — | $9,776 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $9,802 | 0.00% | 28 | -76 | -73.1% | -$2.66万 | 减仓 |
| FTI | TECHNIPFMC PLC COM | $9,812 | 0.00% | 148 | 26 | 21.3% | $1,724 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $9,819 | 0.00% | 86 | 13 | 17.8% | $1,484 | 加仓 |
| DOV | DOVER CORP COM | $9,868 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $9,885 | 0.00% | 132 | 48 | 57.1% | $3,595 | 加仓 |
| RDY | DR REDDYS LABS LTD ADR | $9,897 | 0.00% | 683 | 279 | 69.1% | $4,043 | 加仓 |
| COR | CENCORA INC COM | $9,904 | 0.00% | 35 | 6 | 20.7% | $1,698 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $9,918 | 0.00% | 113 | -318 | -73.8% | -$2.79万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $9,955 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $9,967 | 0.00% | 124 | 11 | 9.7% | $884 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $9,968 | 0.00% | 34 | 4 | 13.3% | $1,173 | 加仓 |
| WBTN | WEBTOON ENTMT INC COM | $9,970 | 0.00% | 873 | 823 | 1,646.0% | $9,399 | 加仓 |
| NTAP | NETAPP INC COM | $1.01万 | 0.00% | 65 | -64 | -49.6% | -$9,904 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $1.01万 | 0.00% | 44 | -19 | -30.2% | -$4,362 | 减仓 |
| USFD | US FOODS HLDG CORP COM | $1.01万 | 0.00% | 99 | 9 | 10.0% | $920 | 加仓 |
| AME | AMETEK INC COM | $1.02万 | 0.00% | 42 | 7 | 20.0% | $1,694 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $1.02万 | 0.00% | 43 | 4 | 10.3% | $950 | 加仓 |
| VTR | VENTAS INC COM | $1.03万 | 0.00% | 116 | 12 | 11.5% | $1,066 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $1.03万 | 0.00% | 90 | 11 | 13.9% | $1,265 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.04万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.05万 | 0.00% | 36 | -10 | -21.7% | -$2,906 | 减仓 |
| IR | INGERSOLL RAND INC COM | $1.05万 | 0.00% | 128 | -16 | -11.1% | -$1,312 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $1.05万 | 0.00% | 235 | 170 | 261.5% | $7,625 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $1.06万 | 0.00% | 61 | 48 | 369.2% | $8,365 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $1.07万 | 0.00% | 50 | -12 | -19.4% | -$2,557 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $1.07万 | 0.00% | 48 | 6 | 14.3% | $1,342 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $1.09万 | 0.00% | 92 | 6 | 7.0% | $710 | 加仓 |
| TFC | TRUIST FINL CORP COM | $1.09万 | 0.00% | 219 | 30 | 15.9% | $1,495 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $1.10万 | 0.00% | 210 | 32 | 18.0% | $1,677 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1.11万 | 0.00% | 118 | -85 | -41.9% | -$7,961 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $1.12万 | 0.00% | 83 | 6 | 7.8% | $808 | 加仓 |
| KR | KROGER CO COM | $1.12万 | 0.00% | 202 | -9 | -4.3% | -$500 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $1.12万 | 0.00% | 448 | 45 | 11.2% | $1,128 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $1.13万 | 0.00% | 146 | 30 | 25.9% | $2,326 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.13万 | 0.00% | 123 | -15 | -10.9% | -$1,381 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1.14万 | 0.00% | 42 | 15 | 55.6% | $4,079 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $1.15万 | 0.00% | 421 | -189 | -31.0% | -$5,143 | 减仓 |
| — | EPSILON ENERGY LTD COM | $1.15万 | 0.00% | 2,118 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $1.15万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.17万 | 0.00% | 437 | 95 | 27.8% | $2,533 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $1.17万 | 0.00% | 30 | 4 | 15.4% | $1,560 | 加仓 |
| FAST | FASTENAL CO COM | $1.18万 | 0.00% | 245 | 2 | 0.8% | $96 | 加仓 |
| PCAR | PACCAR INC COM | $1.18万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $1.18万 | 0.00% | 127 | 13 | 11.4% | $1,205 | 加仓 |