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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP COM | $1.99万 | 0.00% | 44 | 4 | 10.0% | $1,812 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $2.00万 | 0.00% | 63 | 3 | 5.0% | $953 | 加仓 |
| BX | BLACKSTONE INC COM | $2.01万 | 0.00% | 171 | 15 | 9.6% | $1,765 | 加仓 |
| IBB | iShares Biotechnology ETF | $2.02万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VNQI | Vanguard Global ex-US Real Estate Index Fd ETF | $2.02万 | 0.00% | 450 | -10 | -2.2% | -$449 | 减仓 |
| AMLP | ALERIAN MLP ETF | $2.04万 | 0.00% | 393 | -9 | -2.2% | -$467 | 减仓 |
| EVTR | Eaton Vance Total Return Bond ETF | $2.04万 | 0.00% | 402 | -9 | -2.2% | -$456 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.05万 | 0.00% | 53 | 4 | 8.2% | $1,547 | 加仓 |
| CTAS | CINTAS CORP COM | $2.06万 | 0.00% | 121 | 22 | 22.2% | $3,742 | 加仓 |
| XLB | Materials Select Sector SPDR Fund | $2.06万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman | $2.09万 | 0.00% | 41 | 3 | 7.9% | $1,528 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $2.11万 | 0.00% | 2,203 | 116 | 5.6% | $1,111 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $2.11万 | 0.00% | 83 | 51 | 159.4% | $1.30万 | 加仓 |
| ADSK | AUTODESK INC COM | $2.12万 | 0.00% | 109 | 85 | 354.2% | $1.65万 | 加仓 |
| DFAE | Dimensional Emerging Core Equity Market ETF | $2.16万 | 0.00% | 537 | 2 | 0.4% | $80 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $2.17万 | 0.00% | 106 | 61 | 135.6% | $1.25万 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $2.17万 | 0.00% | 436 | 436 | — | $2.17万 | 新建仓 |
| MDT | Medtronic PLC | $2.21万 | 0.00% | 283 | -15 | -5.0% | -$1,173 | 减仓 |
| SNPS | SYNOPSYS INC COM | $2.23万 | 0.00% | 50 | 21 | 72.4% | $9,368 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2.24万 | 0.00% | 68 | 3 | 4.6% | $990 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2.25万 | 0.00% | 90 | 76 | 542.9% | $1.90万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $2.25万 | 0.00% | 123 | 5 | 4.2% | $916 | 加仓 |
| VDC | Vanguard Consumer Staples ETF | $2.28万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $2.28万 | 0.00% | 128 | -47 | -26.9% | -$8,377 | 减仓 |
| GLD | SPDR GOLD SHARES | $2.28万 | 0.00% | 62 | 62 | — | $2.28万 | 新建仓 |
| EAGG | iShares ESG Aware US Aggregate Bond ETF | $2.30万 | 0.00% | 485 | 4 | 0.8% | $190 | 加仓 |
| EMR | EMERSON ELEC CO COM | $2.30万 | 0.00% | 161 | 56 | 53.3% | $8,016 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $2.31万 | 0.00% | 94 | 53 | 129.3% | $1.30万 | 加仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $2.31万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $2.33万 | 0.00% | 96 | 1 | 1.1% | $243 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $2.34万 | 0.00% | 70 | 3 | 4.5% | $1,004 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $2.35万 | 0.00% | 186 | -9 | -4.6% | -$1,137 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $2.38万 | 0.00% | 1,184 | 76 | 6.9% | $1,525 | 加仓 |
| CB | CHUBB LIMITED COM | $2.39万 | 0.00% | 70 | 8 | 12.9% | $2,726 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $2.40万 | 0.00% | 107 | -1 | -0.9% | -$224 | 减仓 |
| CIBR | First Trust NASDAQ Cybersecurity ETF | $2.43万 | 0.00% | 271 | -6 | -2.2% | -$539 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2.44万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $2.44万 | 0.00% | 119 | 33 | 38.4% | $6,766 | 加仓 |
| PH | Parker Hannifin Corp | $2.45万 | 0.00% | 25 | -15 | -37.5% | -$1.47万 | 减仓 |
| SAP | SAP SE SPON ADR | $2.47万 | 0.00% | 160 | 12 | 8.1% | $1,849 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.48万 | 0.00% | 75 | 6 | 8.7% | $1,983 | 加仓 |
| TLT | iShares 20 Year Treasury Bond ETF | $2.48万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $2.49万 | 0.00% | 22 | 1 | 4.8% | $1,133 | 加仓 |
| VPU | Vanguard Utilities ETF | $2.54万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $2.65万 | 0.00% | 477 | 8 | 1.7% | $444 | 加仓 |
| GE | GE AEROSPACE COM NEW | $2.65万 | 0.00% | 71 | 15 | 26.8% | $5,606 | 加仓 |
| PWR | QUANTA SVCS INC COM | $2.66万 | 0.00% | 37 | 4 | 12.1% | $2,880 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $2.67万 | 0.00% | 1,092 | -143 | -11.6% | -$3,495 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.67万 | 0.00% | 211 | 35 | 19.9% | $4,430 | 加仓 |
| DHR | Danaher Corp | $2.74万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2.76万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $2.76万 | 0.00% | 326 | 14 | 4.5% | $1,186 | 加仓 |
| COF | Capital One | $2.77万 | 0.00% | 138 | 14 | 11.3% | $2,809 | 加仓 |
| EXPE | Expedia Group | $2.81万 | 0.00% | 110 | -8 | -6.8% | -$2,046 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $2.87万 | 0.00% | 398 | 30 | 8.2% | $2,165 | 加仓 |
| CAT | CATERPILLAR INC COM | $2.88万 | 0.00% | 27 | -54 | -66.7% | -$5.75万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $2.88万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| IVLU | iShares MSCI Intl Value Factor ETF | $2.92万 | 0.00% | 699 | 12 | 1.7% | $502 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $2.94万 | 0.00% | 74 | 6 | 8.8% | $2,383 | 加仓 |
| NEM | NEWMONT CORP COM | $2.95万 | 0.00% | 316 | 13 | 4.3% | $1,215 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.96万 | 0.00% | 275 | -1 | -0.4% | -$108 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $2.97万 | 0.00% | 114 | -43 | -27.4% | -$1.12万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $2.99万 | 0.00% | 143 | -3 | -2.1% | -$627 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $3.01万 | 0.00% | 208 | -47 | -18.4% | -$6,797 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $3.01万 | 0.00% | 74 | 5 | 7.2% | $2,036 | 加仓 |
| CSX | CSX CORP COM | $3.02万 | 0.00% | 635 | -66 | -9.4% | -$3,137 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $3.04万 | 0.00% | 538 | -13 | -2.4% | -$734 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $3.06万 | 0.00% | 337 | -7 | -2.0% | -$635 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $3.10万 | 0.00% | 78 | 9 | 13.0% | $3,579 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $3.16万 | 0.00% | 106 | 12 | 12.8% | $3,575 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $3.16万 | 0.00% | 63 | 7 | 12.5% | $3,510 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $3.22万 | 0.00% | 339 | 39 | 13.0% | $3,709 | 加仓 |
| HYLB | XTrackers USD High Yield Corporate Bond ETF | $3.25万 | 0.00% | 891 | 0 | 0.0% | — | 不变 |
| ANGL | Van Eck Fallen Angel High Yield Bond ETF | $3.26万 | 0.00% | 1,114 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $3.27万 | 0.00% | 34 | -7 | -17.1% | -$6,731 | 减仓 |
| GLW | CORNING INC COM | $3.27万 | 0.00% | 128 | -13 | -9.2% | -$3,321 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $3.28万 | 0.00% | 66 | 4 | 6.5% | $1,987 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $3.30万 | 0.00% | 89 | 24 | 36.9% | $8,894 | 加仓 |
| CMI | CUMMINS INC COM | $3.35万 | 0.00% | 47 | -7 | -13.0% | -$4,992 | 减仓 |
| IWC | ISHARES MICRO-CAP ETF | $3.36万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $3.37万 | 0.00% | 1,015 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $3.39万 | 0.00% | 232 | -13 | -5.3% | -$1,899 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $3.45万 | 0.00% | 158 | 9 | 6.0% | $1,966 | 加仓 |
| ETN | EATON CORP PLC SHS | $3.45万 | 0.00% | 81 | 16 | 24.6% | $6,818 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $3.46万 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $3.46万 | 0.00% | 196 | -25 | -11.3% | -$4,408 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $3.49万 | 0.00% | 71 | -2 | -2.7% | -$982 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $3.53万 | 0.00% | 383 | 35 | 10.1% | $3,229 | 加仓 |
| PDI | PIMCO Dynamic Income Fund | $3.60万 | 0.00% | 2,158 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $3.65万 | 0.00% | 233 | 64 | 37.9% | $1.00万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $3.73万 | 0.00% | 125 | -2 | -1.6% | -$596 | 减仓 |
| WFC | WELLS FARGO & CO COM | $3.74万 | 0.00% | 453 | -51 | -10.1% | -$4,215 | 减仓 |
| QCOM | Qualcomm Inc. | $3.75万 | 0.00% | 203 | -4 | -1.9% | -$739 | 减仓 |
| CBZ | CBIZ INC COM | $3.79万 | 0.00% | 1,180 | 1,180 | — | $3.79万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC COM | $3.79万 | 0.00% | 141 | 6 | 4.4% | $1,613 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $3.83万 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $3.83万 | 0.00% | 172 | -22 | -11.3% | -$4,903 | 减仓 |
| OKE | ONEOK INC NEW COM | $3.86万 | 0.00% | 444 | 11 | 2.5% | $956 | 加仓 |
| PLD | PROLOGIS INC. COM | $3.90万 | 0.00% | 288 | -34 | -10.6% | -$4,606 | 减仓 |
| FTCS | First Trust Capital Strength ETF | $3.90万 | 0.00% | 416 | -7 | -1.7% | -$657 | 减仓 |