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 |
|---|---|---|---|---|---|---|---|---|
| BIV | Vanguard Intermediate-Term Bond ETF | $227.79万 | 0.36% | 29,515 | 3,373 | 12.9% | $26.03万 | 加仓 |
| SMMD | iShares Russell 2500 ETF | $246.66万 | 0.39% | 32,306 | 70 | 0.2% | $5,344 | 加仓 |
| VTIP | Vanguard Short Term Inflation Protected Securities | $260.56万 | 0.41% | 52,165 | 399 | 0.8% | $1.99万 | 加仓 |
| DFAU | Dimensional US Core Equity Market ETF | $260.62万 | 0.41% | 57,761 | 34 | 0.1% | $1,534 | 加仓 |
| VGSH | Vanguard Short-Term Government Bond ETF | $278.75万 | 0.44% | 47,616 | 2,750 | 6.1% | $16.10万 | 加仓 |
| AAPL | Apple | $293.16万 | 0.46% | 11,551 | 101 | 0.9% | $2.56万 | 加仓 |
| VSGX | Vanguard ESG International Stock ETF | $293.50万 | 0.46% | 40,917 | 243 | 0.6% | $1.74万 | 加仓 |
| VCEB | Vanguard ESG U.S. Corporate Bond ETF | $303.65万 | 0.47% | 48,329 | 318 | 0.7% | $2.00万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $325.35万 | 0.51% | 16,583 | 14,580 | 727.9% | $286.05万 | 加仓 |
| ESGE | iShares MSCI EM ESG Select ETF | $337.10万 | 0.53% | 74,136 | 6,235 | 9.2% | $28.35万 | 加仓 |
| ACWX | iShares MSCI ACWI ex US ETF | $376.78万 | 0.59% | 55,029 | -273 | -0.5% | -$1.87万 | 减仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $379.29万 | 0.59% | 47,848 | -1,582 | -3.2% | -$12.54万 | 减仓 |
| AGG | iShares Core US Aggregate Bond ETF | $445.04万 | 0.70% | 44,831 | 285 | 0.6% | $2.83万 | 加仓 |
| DIHP | Dimensional International High Profitability ETF | $459.27万 | 0.72% | 142,541 | 9,834 | 7.4% | $31.69万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $459.91万 | 0.72% | 23,971 | 104 | 0.4% | $2.00万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $469.75万 | 0.73% | 7,223 | -25 | -0.3% | -$1.63万 | 减仓 |
| BSV | Vanguard Short Term Bond Index ETF | $515.45万 | 0.81% | 65,745 | -3,639 | -5.2% | -$28.53万 | 减仓 |
| VOO | Vanguard 500 Index Fund ETF | $559.47万 | 0.87% | 9,363 | 29 | 0.3% | $1.73万 | 加仓 |
| ESGV | Vanguard ESG U.S. Stock ETF | $613.47万 | 0.96% | 54,642 | 59 | 0.1% | $6,624 | 加仓 |
| SUSB | iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $649.68万 | 1.01% | 259,200 | -7,628 | -2.9% | -$19.12万 | 减仓 |
| ESGD | iShares MSCI EAFE ESG Select ETF | $754.32万 | 1.18% | 78,887 | 9,706 | 14.0% | $92.81万 | 加仓 |
| — | Dimensional US High Profitability ETF | $1,049.79万 | 1.64% | 285,578 | 12,280 | 4.5% | $45.14万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $1,315.71万 | 2.05% | 243,824 | -4,351 | -1.8% | -$23.48万 | 减仓 |
| AVDE | Avantis International Equity ETF | $1,430.55万 | 2.23% | 168,617 | 84 | 0.0% | $7,127 | 加仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $2,467.75万 | 3.85% | 495,682 | 40,729 | 9.0% | $202.77万 | 加仓 |
| FQAL | Fidelity Quality Factor ETF | $2,674.78万 | 4.18% | 368,428 | 11,659 | 3.3% | $84.64万 | 加仓 |
| — | Dimensional U.S. Core Equity 2 ETF | $3,160.71万 | 4.94% | 813,475 | 18,478 | 2.3% | $71.80万 | 加仓 |
| IAGG | iShares Core International Aggregate Bond ETF | $3,817.17万 | 5.96% | 762,824 | 74,102 | 10.8% | $370.81万 | 加仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $3,976.87万 | 6.21% | 480,589 | 64,897 | 15.6% | $537.02万 | 加仓 |
| IGSB | iShares Short-Term Corporate Bond ETF | $4,272.48万 | 6.67% | 812,876 | 119,406 | 17.2% | $627.60万 | 加仓 |
| AVUS | Avantis US Equity ETF | $4,470.46万 | 6.98% | 402,092 | 13,887 | 3.6% | $154.40万 | 加仓 |
| BND | Vanguard Total Bond Market ETF | $4,639.93万 | 7.25% | 630,092 | -60 | -0.0% | -$4,418 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $5,008.77万 | 7.82% | 782,167 | -28,513 | -3.5% | -$182.59万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $5,633.46万 | 8.80% | 175,690 | 3,775 | 2.2% | $121.04万 | 加仓 |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $6,648.30万 | 10.38% | 660,471 | -34,135 | -4.9% | -$343.60万 | 减仓 |