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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | $7.66万 | 0.01% | 836 | 5 | 0.6% | $458 | 加仓 |
| DFAX | Dimensional World Ex US Core Equity 2 ETF | $7.81万 | 0.01% | 2,300 | -18 | -0.8% | -$612 | 减仓 |
| UNH | UnitedHealth Group | $7.87万 | 0.01% | 291 | 10 | 3.6% | $2,706 | 加仓 |
| — | Dimensional U.S. Small Cap ETF | $7.93万 | 0.01% | 1,114 | 2 | 0.2% | $142 | 加仓 |
| TOTL | SPDR Doubleline Total Return Tactical ETF | $7.95万 | 0.01% | 2,001 | -231 | -10.3% | -$9,178 | 减仓 |
| VGT | Vanguard Information Technology ETF | $8.02万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| CVX | Chevron | $8.09万 | 0.01% | 391 | 12 | 3.2% | $2,482 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $8.12万 | 0.01% | 2,784 | 10 | 0.4% | $292 | 加仓 |
| USRT | iShares Core U.S. REIT ETF | $8.15万 | 0.01% | 1,377 | 5 | 0.4% | $296 | 加仓 |
| HD | HOME DEPOT INC COM | $8.22万 | 0.01% | 250 | 31 | 14.2% | $1.02万 | 加仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $8.28万 | 0.01% | 839 | 2 | 0.2% | $197 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $8.31万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| XLI | Industrial Select Sector SPDR Fund | $8.65万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab International Equity ETF | $8.70万 | 0.01% | 3,514 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab US Small Cap ETF | $8.83万 | 0.01% | 3,035 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $8.87万 | 0.01% | 857 | -147 | -14.6% | -$1.52万 | 减仓 |
| CSCO | Cisco Systems | $8.87万 | 0.01% | 1,143 | 160 | 16.3% | $1.24万 | 加仓 |
| FTSM | First Trust Enhanced Short Maturity ETF | $8.94万 | 0.01% | 1,495 | 0 | 0.0% | — | 不变 |
| DFSU | Dimensional US Sustainability Core 1 ETF | $8.96万 | 0.01% | 2,182 | 5 | 0.2% | $205 | 加仓 |
| EBAY | EBAY INC. COM | $9.10万 | 0.01% | 1,000 | 9 | 0.9% | $819 | 加仓 |
| DIS | Walt Disney | $9.90万 | 0.02% | 1,027 | 47 | 4.8% | $4,530 | 加仓 |
| LQD | iShares IBOXX $ Investment Grade Corporate Bond ETF | $9.91万 | 0.02% | 910 | 0 | 0.0% | — | 不变 |
| VFH | Vanguard Financials ETF | $10.24万 | 0.02% | 848 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P SPIN-OFF ETF | $10.39万 | 0.02% | 922 | 0 | 0.0% | — | 不变 |
| MA | Mastercard | $10.49万 | 0.02% | 210 | -128 | -37.9% | -$6.40万 | 减仓 |
| DFVX | Dimensional US Large Cap Vector ETF | $10.74万 | 0.02% | 1,446 | 5 | 0.3% | $371 | 加仓 |
| IWP | iShares Russell Mid-Cap Growth ETF | $10.81万 | 0.02% | 844 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $11.10万 | 0.02% | 533 | 0 | 0.0% | — | 不变 |
| XLY | Consumer Discretionary Select Sector SPDR Fund | $11.29万 | 0.02% | 1,036 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market ETF | $12.48万 | 0.02% | 4,974 | -274 | -5.2% | -$6,877 | 减仓 |
| SCHV | Schwab US Large Cap Value ETF | $13.00万 | 0.02% | 4,262 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $14.02万 | 0.02% | 2,989 | 0 | 0.0% | — | 不变 |
| — | Dimensional US Vector Equity ETF | $14.04万 | 0.02% | 2,366 | 6 | 0.3% | $356 | 加仓 |
| IAU | iShares Gold Trust | $14.51万 | 0.02% | 1,646 | -830 | -33.5% | -$7.32万 | 减仓 |
| XLC | Communication Services Select Sector SPDR Fund | $14.72万 | 0.02% | 1,328 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $15.56万 | 0.02% | 1,027 | 7 | 0.7% | $1,060 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $15.69万 | 0.02% | 610 | 2 | 0.3% | $514 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $15.77万 | 0.02% | 1,092 | 76 | 7.5% | $1.10万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $15.94万 | 0.02% | 2,248 | 5 | 0.2% | $355 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $16.60万 | 0.03% | 786 | 3 | 0.4% | $633 | 加仓 |
| SHY | iShares 1-3 Year Treasury Bond ETF | $16.89万 | 0.03% | 2,046 | 12 | 0.6% | $991 | 加仓 |
| IJR | iShares S&P Small-Cap ETF | $16.91万 | 0.03% | 1,360 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $17.03万 | 0.03% | 3,414 | 2,255 | 194.6% | $11.25万 | 加仓 |
| TSLA | TESLA INC COM | $17.14万 | 0.03% | 461 | 9 | 2.0% | $3,346 | 加仓 |
| AMGN | Amgen Inc | $19.18万 | 0.03% | 545 | 8 | 1.5% | $2,816 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $19.20万 | 0.03% | 227 | 2 | 0.9% | $1,692 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $19.61万 | 0.03% | 1,418 | 4 | 0.3% | $553 | 加仓 |
| MRK | MERCK & CO INC COM | $20.53万 | 0.03% | 1,707 | 75 | 4.6% | $9,022 | 加仓 |
| — | Dimensional U.S. Targeted Value ETF | $20.75万 | 0.03% | 3,323 | -106 | -3.1% | -$6,619 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $20.98万 | 0.03% | 2,160 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $21.60万 | 0.03% | 698 | 54 | 8.4% | $1.67万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $23.00万 | 0.04% | 5,039 | 0 | 0.0% | — | 不变 |
| META | Facebook Inc. | $23.51万 | 0.04% | 411 | -23 | -5.3% | -$1.32万 | 减仓 |
| VB | Vanguard Small-Cap ETF | $23.91万 | 0.04% | 913 | -6 | -0.7% | -$1,571 | 减仓 |
| VYMI | Vanguard International High Dividend | $24.05万 | 0.04% | 2,552 | 0 | 0.0% | — | 不变 |
| V | Visa | $24.18万 | 0.04% | 800 | 241 | 43.1% | $7.28万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $28.10万 | 0.04% | 1,656 | 124 | 8.1% | $2.10万 | 加仓 |
| — | Dimensional US Core Equity 1 ETF | $28.63万 | 0.04% | 3,972 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $29.87万 | 0.05% | 2,404 | 151 | 6.7% | $1.88万 | 加仓 |
| IWN | iShares Russell 2000 Value ETF | $30.13万 | 0.05% | 1,589 | 4 | 0.3% | $759 | 加仓 |
| ABBV | Abbvie Inc | $31.05万 | 0.05% | 1,428 | 47 | 3.4% | $1.02万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markers ETF | $31.91万 | 0.05% | 4,575 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $32.47万 | 0.05% | 1,329 | 61 | 4.8% | $1.49万 | 加仓 |
| LOW | Lowes Inc. | $32.58万 | 0.05% | 1,379 | 3 | 0.2% | $709 | 加仓 |
| MBB | iShares MBS ETF | $33.41万 | 0.05% | 3,519 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $35.26万 | 0.06% | 19,276 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co. | $35.34万 | 0.06% | 1,201 | 8 | 0.7% | $2,354 | 加仓 |
| — | Invesco Nasdaq Biotechnology ETF | $36.44万 | 0.06% | 12,570 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $37.02万 | 0.06% | 403 | 5 | 1.3% | $4,594 | 加仓 |
| SUB | iShares Short-Term National Muni Bond ETF | $37.92万 | 0.06% | 3,560 | 1,998 | 127.9% | $21.28万 | 加仓 |
| GOOGL | Alphabet Class A | $40.69万 | 0.06% | 1,415 | 65 | 4.8% | $1.87万 | 加仓 |
| SCHM | Schwab US Mid-Cap ETF | $42.72万 | 0.07% | 13,797 | 34 | 0.2% | $1,053 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $43.46万 | 0.07% | 2,934 | 1 | 0.0% | $148 | 加仓 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $46.09万 | 0.07% | 5,961 | 0 | 0.0% | — | 不变 |
| DBEF | XTrackers MSCI EAFE Hedged Equity ETF | $49.91万 | 0.08% | 10,103 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International Bond Index ETF | $50.87万 | 0.08% | 10,619 | -1,488 | -12.3% | -$7.13万 | 减仓 |
| GOOG | Alphabet Class C | $51.15万 | 0.08% | 1,783 | -274 | -13.3% | -$7.86万 | 减仓 |
| — | DFA US Real Estate ETF | $52.65万 | 0.08% | 22,261 | -466 | -2.1% | -$1.10万 | 减仓 |
| AMZN | AMAZON COM INC COM | $56.05万 | 0.09% | 2,691 | 78 | 3.0% | $1.62万 | 加仓 |
| DFIC | Dimensional International Core Equity 2 ETF | $57.83万 | 0.09% | 16,277 | -2,577 | -13.7% | -$9.16万 | 减仓 |
| EFV | iShares MSCI EAFE Value ETF | $59.67万 | 0.09% | 8,173 | -5 | -0.1% | -$365 | 减仓 |
| GVI | iShares Intermediate Gov/Credit Bond ETF | $60.55万 | 0.09% | 5,675 | -48,137 | -89.5% | -$513.57万 | 减仓 |
| AVEM | Avantis Emerging Markets Equity ETF | $61.73万 | 0.10% | 7,661 | 3 | 0.0% | $242 | 加仓 |
| QQQ | Invesco PowerShares QQQ Trust | $62.13万 | 0.10% | 1,076 | 1 | 0.1% | $577 | 加仓 |
| DFAI | Dimensional International Core Equity Market ETF | $64.66万 | 0.10% | 16,596 | 10 | 0.1% | $390 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $66.97万 | 0.10% | 7,550 | -43 | -0.6% | -$3,814 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $71.57万 | 0.11% | 5,025 | -67 | -1.3% | -$9,543 | 减仓 |
| MSFT | Microsoft | $85.09万 | 0.13% | 2,299 | 12 | 0.5% | $4,441 | 加仓 |
| VBR | Vanguard Small-Cap Value Index Fund | $89.33万 | 0.14% | 4,196 | 3 | 0.1% | $639 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $90.95万 | 0.14% | 1,898 | 9 | 0.5% | $4,313 | 加仓 |
| EGBN | EAGLE BANCORPORATION INC COM | $107.20万 | 0.17% | 43,105 | -6,233 | -12.6% | -$15.50万 | 减仓 |
| VO | Vanguard Mid-Cap Index Fund | $113.61万 | 0.18% | 3,987 | 2,141 | 116.0% | $61.01万 | 加仓 |
| VXUS | Vanguard Total International Stock ETF | $128.35万 | 0.20% | 16,645 | -147 | -0.9% | -$1.13万 | 减仓 |
| JFLX | JPMorgan Flexible Debt ETF | $136.28万 | 0.21% | 27,436 | 0 | 0.0% | — | 不变 |
| IEFA | iShares Core MSCI EAFE Fund ETF | $139.83万 | 0.22% | 15,446 | -18,964 | -55.1% | -$171.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $186.88万 | 0.29% | 10,716 | 101 | 1.0% | $1.76万 | 加仓 |
| FREL | Fidelity MSCI Real Estate Index ETF | $189.53万 | 0.30% | 70,432 | 7,608 | 12.1% | $20.47万 | 加仓 |
| VUG | Vanguard Growth Index Fund | $198.61万 | 0.31% | 4,547 | 4,528 | 23,831.6% | $197.78万 | 重新持有 |
| IVV | iShares Core S&P 500 ETF | $216.51万 | 0.34% | 3,315 | 9 | 0.3% | $5,878 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US ETF | $225.42万 | 0.35% | 30,016 | -5,943 | -16.5% | -$44.63万 | 减仓 |