13F 机构持仓

RAFFA WEALTH MANAGEMENT, LLC

WASHINGTON DC · SEC CIK 0001631073

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 11.3%
SGOV 8.8%
VEA 7.8%
AVUS 7.3%
BND 6.7%
IGSB 6.5%
VCIT 6.4%
IAGG 5.6%
Dimensional U. 5.0%
FQAL 4.4%

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
FIX COMFORT SYS USA INC COM $1.19万0.00%6 3100.0% $5,946 加仓
ALL ALLSTATE CORP COM $1.19万0.00%50 511.1% $1,190 加仓
TMUS T-MOBILE US INC COM $1.19万0.00%71 46.0% $671 加仓
NWG NATWEST GROUP PLC SPONS ADR 2 ORD $1.20万0.00%679 6510.6% $1,146 加仓
BHP BHP BILLITON LIMITED SPONSORED ADS $1.20万0.00%144 00.0% — 不变
SKM SK TELECOM CO LTD SPONSORED ADR $1.21万0.00%375 12952.4% $4,149 加仓
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK $1.21万0.00%71 71— $1.21万 新建仓
RELX RELX PLC SPONSORED ADR $1.22万0.00%384 246.7% $760 加仓
EW EDWARDS LIFESCIENCES CORP COM $1.23万0.00%136 118.8% $995 加仓
BIIB BIOGEN INC COM $1.23万0.00%57 47.5% $864 加仓
BSX BOSTON SCIENTIFIC CORP COM $1.24万0.00%290 3815.1% $1,622 加仓
DHI D R HORTON INC COM $1.24万0.00%76 00.0% — 不变
ING ING GROEP N.V. SPONSORED ADR $1.25万0.00%397 00.0% — 不变
TD TORONTO DOMINION BK ONT COM NEW $1.25万0.00%103 2532.1% $3,036 加仓
CMG CHIPOTLE MEXICAN GRILL INC COM $1.25万0.00%368 247.0% $816 加仓
SBUX Starbucks $1.26万0.00%123 -115-48.3% -$1.18万 减仓
RKLB ROCKET LAB CORP COM $1.26万0.00%124 76.0% $712 加仓
ED CONSOLIDATED EDISON INC COM $1.27万0.00%115 -12-9.4% -$1,328 减仓
AVUV AVANTIS U.S. SMALL CAP VALUE ETF $1.28万0.00%102 11.0% $125 加仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $1.30万0.00%288 -228-44.2% -$1.03万 减仓
NDAQ NASDAQ INC COM $1.30万0.00%165 138.6% $1,025 加仓
STLD STEEL DYNAMICS INC COM $1.31万0.00%57 23.6% $459 加仓
TRGP TARGA RES CORP COM $1.31万0.00%49 12.1% $268 加仓
ICE INTERCONTINENTAL EXCHANGE INC COM $1.32万0.00%107 -2-1.8% -$246 减仓
NGG NATIONAL GRID PLC SPONSORED ADR NE $1.32万0.00%159 1510.4% $1,243 加仓
STT STATE STR CORP COM $1.32万0.00%78 811.4% $1,357 加仓
EME EMCOR GROUP INC COM $1.33万0.00%16 16.7% $830 加仓
TDG TRANSDIGM GROUP INC COM $1.33万0.00%10 111.1% $1,332 加仓
MCK MCKESSON CORP COM $1.36万0.00%18 320.0% $2,267 加仓
VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF $1.39万0.00%138 10.7% $101 加仓
AON AON PLC SHS CL A $1.39万0.00%42 410.5% $1,327 加仓
DTM DT MIDSTREAM INC COMMON STOCK $1.39万0.00%95 00.0% — 不变
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 $1.39万0.00%315 10348.6% $4,559 加仓
AEP AMERICAN ELEC PWR CO INC COM $1.40万0.00%102 1213.3% $1,642 加仓
MCD MCDONALDS CORP COM $1.41万0.00%52 -78-60.0% -$2.11万 减仓
INTU INTUIT COM $1.41万0.00%54 817.4% $2,088 加仓
ADM ARCHER DANIELS MIDLAND CO COM $1.42万0.00%186 126.9% $917 加仓
USB US BANCORP COM NEW $1.43万0.00%237 -81-25.5% -$4,892 减仓
BCS BARCLAYS PLC ADR $1.44万0.00%537 5311.0% $1,424 加仓
AMT American Tower Corp $1.46万0.00%89 1114.1% $1,799 加仓
ATI ATI INC COM $1.46万0.00%74 812.1% $1,577 加仓
ROST ROSS STORES INC COM $1.47万0.00%69 711.3% $1,490 加仓
CIEN CIENA CORP COM NEW $1.47万0.00%30 15100.0% $7,358 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $1.47万0.00%380 298363.4% $1.15万 加仓
CL COLGATE PALMOLIVE CO COM $1.48万0.00%161 -37-18.7% -$3,392 减仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $1.48万0.00%2,537 1968.4% $1,143 加仓
SPOT SPOTIFY TECHNOLOGY S A SHS $1.52万0.00%33 310.0% $1,377 加仓
CEG Constellation Energy Corp $1.52万0.00%61 1019.6% $2,484 加仓
CW CURTISS WRIGHT CORP COM $1.52万0.00%20 15.3% $758 加仓
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS $1.52万0.00%337 229212.0% $1.03万 加仓
VIK VIKING HOLDINGS LTD ORD SHS $1.53万0.00%146 1371,522.2% $1.43万 加仓
NOK NOKIA CORP SPONSORED ADR $1.53万0.00%1,151 -19-1.6% -$252 减仓
TER TERADYNE INC COM $1.55万0.00%32 13.2% $484 加仓
SHW SHERWIN WILLIAMS CO COM $1.55万0.00%45 718.4% $2,410 加仓
CPNG COUPANG INC CL A $1.55万0.00%894 508131.6% $8,824 加仓
REGN REGENERON PHARMACEUTICALS COM $1.56万0.00%25 28.7% $1,247 加仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $1.56万0.00%291 00.0% — 不变
HDB HDFC BANK LTD SPONSORED ADS $1.58万0.00%611 23964.2% $6,173 加仓
TGT TARGET CORP COM $1.58万0.00%121 1413.1% $1,829 加仓
IFRA ISHARES U.S. INFRASTRUCTURE ETF $1.58万0.00%251 00.0% — 不变
DDOG DATADOG INC CL A COM $1.59万0.00%61 2152.5% $5,468 加仓
IBN ICICI BANK LIMITED ADR $1.62万0.00%557 12930.1% $3,745 加仓
PFE PFIZER INC COM $1.62万0.00%674 -60-8.2% -$1,445 减仓
VRSN VERISIGN INC COM $1.64万0.00%65 58828.6% $1.46万 加仓
ECL ECOLAB INC COM $1.64万0.00%59 11.7% $279 加仓
EXC EXELON CORP COM $1.65万0.00%354 247.3% $1,119 加仓
AMP AMERIPRISE FINL INC COM $1.65万0.00%36 12.9% $459 加仓
KB KB FINL GROUP INC SPONSORED ADR $1.67万0.00%159 101174.1% $1.06万 加仓
MET METLIFE INC COM $1.68万0.00%198 -77-28.0% -$6,515 减仓
ROK ROCKWELL AUTOMATION INC COM $1.68万0.00%34 39.7% $1,485 加仓
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF $1.69万0.00%167 10.6% $101 加仓
SYY SYSCO CORP COM $1.72万0.00%206 115.6% $919 加仓
WF WOORI FINL GROUP INC SPONSORED ADS $1.72万0.00%300 167125.6% $9,586 加仓
UBS UBS GROUP AG SHS $1.72万0.00%348 4414.5% $2,181 加仓
SYK STRYKER CORPORATION COM $1.73万0.00%55 714.6% $2,204 加仓
LMT LOCKHEED MARTIN CORP COM $1.73万0.00%34 -8-19.0% -$4,076 减仓
T AT&T INC COM $1.73万0.00%837 -132-13.6% -$2,732 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A $1.74万0.00%149 -165-52.5% -$1.93万 减仓
NVO NOVO-NORDISK A S ADR $1.75万0.00%365 309.0% $1,438 加仓
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $1.75万0.00%277 161138.8% $1.02万 加仓
CI THE CIGNA GROUP COM $1.76万0.00%64 -5-7.2% -$1,378 减仓
GWW WW GRAINGER INC COM $1.77万0.00%13 218.2% $2,721 加仓
PSX PHILLIPS 66 COM $1.77万0.00%105 77.1% $1,183 加仓
ESGU iShares ESG Aware MSCI USA ETF $1.78万0.00%109 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC COM $1.78万0.00%107 -7-6.1% -$1,167 减仓
ITW ILLINOIS TOOL WKS INC COM $1.79万0.00%66 34.8% $811 加仓
RTX RTX CORPORATION COM $1.82万0.00%96 2331.5% $4,364 加仓
CME CME GROUP INC COM $1.83万0.00%83 56.4% $1,104 加仓
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR $1.85万0.00%785 28456.7% $6,697 加仓
AIRR First Trust RBA Amer Industrial Renaissance ETF $1.87万0.00%140 -3-2.1% -$400 减仓
NOW SERVICENOW INC COM $1.87万0.00%188 169.3% $1,589 加仓
PNC PNC FINL SVCS GROUP INC COM $1.90万0.00%77 -14-15.4% -$3,447 减仓
MNST MONSTER BEVERAGE CORP NEW COM $1.91万0.00%199 -22-10.0% -$2,115 减仓
VIGI Vanguard Intl Dividend Appreciation Index Fund ETF $1.93万0.00%206 10.5% $94 加仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $1.93万0.00%20 -6-23.1% -$5,790 减仓
CVS CVS Health $1.94万0.00%188 2918.2% $3,000 加仓
CARR CARRIER GLOBAL CORPORATION COM $1.95万0.00%266 145.6% $1,027 加仓
APP APPLOVIN CORP COM CL A $1.96万0.00%38 931.0% $4,637 加仓
EQIX EQUINIX INC COM $1.98万0.00%19 211.8% $2,085 加仓
FUTY Fidelity MSCI Utilities Index ETF $1.99万0.00%341 00.0% — 不变