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 |
|---|---|---|---|---|---|---|---|---|
| MDT | Medtronic PLC | $2.58万 | 0.00% | 298 | 63 | 26.8% | $5,459 | 加仓 |
| NOC | Northrop Grumman | $2.59万 | 0.00% | 38 | -15 | -28.3% | -$1.02万 | 减仓 |
| CTVA | CORTEVA INC COM | $2.61万 | 0.00% | 312 | 6 | 2.0% | $502 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $2.62万 | 0.00% | 97 | -21 | -17.8% | -$5,680 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $2.65万 | 0.00% | 368 | 5 | 1.4% | $360 | 加仓 |
| QCOM | Qualcomm Inc. | $2.67万 | 0.00% | 207 | 42 | 25.5% | $5,409 | 加仓 |
| IWC | ISHARES MICRO-CAP ETF | $2.68万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.72万 | 0.00% | 276 | 15 | 5.7% | $1,476 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $2.72万 | 0.00% | 195 | 33 | 20.4% | $4,599 | 加仓 |
| EXPE | Expedia Group | $2.72万 | 0.00% | 118 | 1 | 0.9% | $231 | 加仓 |
| IVLU | iShares MSCI Intl Value Factor ETF | $2.73万 | 0.00% | 687 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp | $2.73万 | 0.00% | 144 | 12 | 9.1% | $2,275 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.75万 | 0.00% | 56 | 2 | 3.7% | $983 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.77万 | 0.00% | 62 | 1 | 1.6% | $447 | 加仓 |
| APH | AMPHENOL CORP CL A | $2.79万 | 0.00% | 221 | 131 | 145.6% | $1.66万 | 加仓 |
| T | AT&T INC COM | $2.81万 | 0.00% | 969 | 264 | 37.4% | $7,653 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $2.86万 | 0.00% | 469 | 9 | 2.0% | $549 | 加仓 |
| CSX | CSX CORP COM | $2.88万 | 0.00% | 701 | 139 | 24.7% | $5,706 | 加仓 |
| CMI | CUMMINS INC COM | $2.91万 | 0.00% | 54 | 12 | 28.6% | $6,456 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $2.93万 | 0.00% | 69 | 2 | 3.0% | $851 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2.94万 | 0.00% | 104 | 1 | 1.0% | $282 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $2.95万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $2.95万 | 0.00% | 149 | 2 | 1.4% | $396 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $3.03万 | 0.00% | 255 | 69 | 37.1% | $8,186 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $3.04万 | 0.00% | 73 | 2 | 2.8% | $833 | 加仓 |
| TJX | TJX COS INC NEW COM | $3.10万 | 0.00% | 194 | 7 | 3.7% | $1,118 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $3.11万 | 0.00% | 135 | 10 | 8.0% | $2,305 | 加仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $3.12万 | 0.00% | 551 | 21 | 4.0% | $1,190 | 加仓 |
| UNP | UNION PAC CORP COM | $3.13万 | 0.00% | 129 | 9 | 7.5% | $2,184 | 加仓 |
| CRM | SALESFORCE INC COM | $3.15万 | 0.00% | 169 | 1 | 0.6% | $187 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $3.18万 | 0.00% | 69 | 1 | 1.5% | $461 | 加仓 |
| WELL | WELLTOWER INC COM | $3.18万 | 0.00% | 161 | 55 | 51.9% | $1.09万 | 加仓 |
| ANGL | Van Eck Fallen Angel High Yield Bond ETF | $3.20万 | 0.00% | 1,114 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $3.21万 | 0.01% | 245 | 5 | 2.1% | $655 | 加仓 |
| HYLB | XTrackers USD High Yield Corporate Bond ETF | $3.22万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $3.27万 | 0.01% | 348 | 7 | 2.1% | $658 | 加仓 |
| NEM | NEWMONT CORP COM | $3.28万 | 0.01% | 303 | 10 | 3.4% | $1,083 | 加仓 |
| INTC | INTEL CORP COM | $3.31万 | 0.01% | 751 | 24 | 3.3% | $1,059 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $3.53万 | 0.01% | 344 | 57 | 19.9% | $5,852 | 加仓 |
| KLAC | KLA CORP COM NEW | $3.53万 | 0.01% | 24 | 1 | 4.3% | $1,472 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $3.55万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $3.55万 | 0.01% | 1,235 | 126 | 11.4% | $3,624 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $3.56万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| PH | Parker Hannifin Corp | $3.58万 | 0.01% | 40 | 16 | 66.7% | $1.43万 | 加仓 |
| PDI | PIMCO Dynamic Income Fund | $3.69万 | 0.01% | 2,158 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $3.88万 | 0.01% | 157 | 3 | 1.9% | $741 | 加仓 |
| MPC | MARATHON PETE CORP COM | $3.88万 | 0.01% | 159 | 3 | 1.9% | $733 | 加仓 |
| DE | Deere & Co | $3.89万 | 0.01% | 69 | 11 | 19.0% | $6,196 | 加仓 |
| OKE | ONEOK INC NEW COM | $3.91万 | 0.01% | 433 | 54 | 14.2% | $4,881 | 加仓 |
| FTCS | First Trust Capital Strength ETF | $3.93万 | 0.01% | 423 | -160 | -27.4% | -$1.49万 | 减仓 |
| BLK | BLACKROCK INC COM | $3.94万 | 0.01% | 41 | 10 | 32.3% | $9,617 | 加仓 |
| FPEI | First Trust Institutional Prefrrd Sec and Inc ETF | $3.95万 | 0.01% | 2,077 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $4.00万 | 0.01% | 431 | 10 | 2.4% | $929 | 加仓 |
| WFC | WELLS FARGO & CO COM | $4.01万 | 0.01% | 504 | 92 | 22.3% | $7,324 | 加仓 |
| MCD | MCDONALDS CORP COM | $4.04万 | 0.01% | 130 | 23 | 21.5% | $7,148 | 加仓 |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $4.20万 | 0.01% | 1,066 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $4.26万 | 0.01% | 322 | 50 | 18.4% | $6,609 | 加仓 |
| ORCL | ORACLE CORP COM | $4.30万 | 0.01% | 292 | 9 | 3.2% | $1,324 | 加仓 |
| MMM | 3M CO COM | $4.36万 | 0.01% | 300 | 2 | 0.7% | $290 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4.42万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $4.44万 | 0.01% | 225 | -0 | -0.2% | -$99 | 减仓 |
| C | CITIGROUP INC COM NEW | $4.45万 | 0.01% | 392 | 45 | 13.0% | $5,103 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $4.46万 | 0.01% | 194 | 3 | 1.6% | $689 | 加仓 |
| ARTY | iShares Future AI & Tech ETF | $4.56万 | 0.01% | 981 | -100 | -9.3% | -$4,653 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $4.57万 | 0.01% | 299 | -15 | -4.8% | -$2,291 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.59万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $4.70万 | 0.01% | 1,038 | 7 | 0.7% | $317 | 加仓 |
| BAC | BANK OF AMER CORP COM | $4.76万 | 0.01% | 977 | 137 | 16.3% | $6,679 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $4.92万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5.00万 | 0.01% | 246 | 11 | 4.7% | $2,238 | 加仓 |
| ABM | ABM INDS INC COM | $5.10万 | 0.01% | 1,323 | 8 | 0.6% | $308 | 加仓 |
| LIN | LINDE PLC SHS | $5.11万 | 0.01% | 103 | 3 | 3.0% | $1,487 | 加仓 |
| SPSM | SPDR Portfolio S&P 600 Small Cap ETF | $5.12万 | 0.01% | 1,060 | 4 | 0.4% | $193 | 加仓 |
| RDVY | First Trust NASDAQ Rising Dividends Achievers Fund | $5.16万 | 0.01% | 755 | 105 | 16.2% | $7,169 | 加仓 |
| ACN | Accenture PLC | $5.16万 | 0.01% | 260 | -16 | -5.8% | -$3,173 | 减仓 |
| EIX | EDISON INTL COM | $5.23万 | 0.01% | 715 | 11 | 1.6% | $805 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $5.28万 | 0.01% | 247 | -1 | -0.4% | -$214 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $5.46万 | 0.01% | 296 | 1 | 0.3% | $184 | 加仓 |
| PEP | PepsiCo | $5.50万 | 0.01% | 354 | 71 | 25.1% | $1.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $5.50万 | 0.01% | 227 | 50 | 28.2% | $1.21万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $5.54万 | 0.01% | 164 | -5 | -3.0% | -$1,690 | 减仓 |
| COST | Costco Wholesale Corp | $5.58万 | 0.01% | 56 | 14 | 33.3% | $1.40万 | 加仓 |
| CAT | CATERPILLAR INC COM | $5.74万 | 0.01% | 81 | 22 | 37.3% | $1.56万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $5.94万 | 0.01% | 45 | -3 | -6.2% | -$3,962 | 减仓 |
| VLU | SPDR S&P 1500 Value Tilt ETF | $5.95万 | 0.01% | 277 | 1 | 0.4% | $215 | 加仓 |
| VZ | Verizon Communications | $6.07万 | 0.01% | 1,209 | 197 | 19.5% | $9,893 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $6.22万 | 0.01% | 636 | 72 | 12.8% | $7,039 | 加仓 |
| BMY | Bristol Myers Squibb | $6.28万 | 0.01% | 1,035 | 11 | 1.1% | $667 | 加仓 |
| FMB | First Trust Managed Municipal ETF | $6.29万 | 0.01% | 1,242 | 6 | 0.5% | $304 | 加仓 |
| AXP | American Express | $6.40万 | 0.01% | 211 | 3 | 1.4% | $909 | 加仓 |
| CNI | Canadian National Railway | $6.44万 | 0.01% | 627 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $6.46万 | 0.01% | 849 | 135 | 18.9% | $1.03万 | 加仓 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $6.52万 | 0.01% | 755 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $6.67万 | 0.01% | 1,174 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $6.73万 | 0.01% | 197 | 23 | 13.2% | $7,861 | 加仓 |
| NFLX | NETFLIX INC. COM | $6.85万 | 0.01% | 712 | 12 | 1.7% | $1,154 | 加仓 |
| TIP | iShares TIPS Bond ETF | $6.85万 | 0.01% | 621 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $7.26万 | 0.01% | 215 | 1 | 0.5% | $338 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $7.55万 | 0.01% | 163 | 1 | 0.6% | $463 | 加仓 |
| XLV | Health Care Select Sector SPDR ETF | $7.65万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |