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 |
|---|---|---|---|---|---|---|---|---|
| FPEI | First Trust Institutional Prefrrd Sec and Inc ETF | $3.91万 | 0.00% | 2,029 | -48 | -2.3% | -$926 | 减仓 |
| UNP | UNION PAC CORP COM | $3.92万 | 0.00% | 144 | 15 | 11.6% | $4,080 | 加仓 |
| FTNT | FORTINET INC COM | $3.93万 | 0.00% | 256 | 158 | 161.2% | $2.43万 | 加仓 |
| DE | Deere & Co | $3.93万 | 0.00% | 62 | -7 | -10.1% | -$4,440 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $4.04万 | 0.01% | 53 | 26 | 96.3% | $1.98万 | 加仓 |
| TJX | TJX COS INC NEW COM | $4.06万 | 0.01% | 268 | 74 | 38.1% | $1.12万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $4.24万 | 0.01% | 166 | 7 | 4.4% | $1,790 | 加仓 |
| VZ | Verizon Communications | $4.40万 | 0.01% | 1,032 | -177 | -14.6% | -$7,554 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $4.43万 | 0.01% | 118 | 65 | 122.6% | $2.44万 | 加仓 |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $4.49万 | 0.01% | 1,041 | -25 | -2.3% | -$1,079 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4.50万 | 0.01% | 78 | 3 | 4.0% | $1,730 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $4.56万 | 0.01% | 1,056 | 18 | 1.7% | $777 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $4.61万 | 0.01% | 243 | 18 | 8.0% | $3,413 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $4.62万 | 0.01% | 272 | 76 | 38.8% | $1.29万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $4.67万 | 0.01% | 166 | -61 | -26.9% | -$1.72万 | 减仓 |
| ACN | Accenture PLC | $4.69万 | 0.01% | 377 | 117 | 45.0% | $1.46万 | 加仓 |
| WELL | WELLTOWER INC COM | $4.70万 | 0.01% | 207 | 46 | 28.6% | $1.04万 | 加仓 |
| PEP | PepsiCo | $4.78万 | 0.01% | 353 | -1 | -0.3% | -$135 | 减仓 |
| GEV | GE VERNOVA INC COM | $4.82万 | 0.01% | 41 | 17 | 70.8% | $2.00万 | 加仓 |
| MMM | 3M CO COM | $4.82万 | 0.01% | 298 | -2 | -0.7% | -$324 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $4.92万 | 0.01% | 77 | -20 | -20.6% | -$1.28万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $5.00万 | 0.01% | 319 | 20 | 6.7% | $3,134 | 加仓 |
| SNDK | SANDISK CORP COM | $5.00万 | 0.01% | 22 | 1 | 4.8% | $2,274 | 加仓 |
| C | CITIGROUP INC COM NEW | $5.44万 | 0.01% | 389 | -3 | -0.8% | -$420 | 减仓 |
| EIX | EDISON INTL COM | $5.49万 | 0.01% | 737 | 22 | 3.1% | $1,638 | 加仓 |
| BAC | BANK OF AMER CORP COM | $5.58万 | 0.01% | 979 | 2 | 0.2% | $114 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $5.61万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $5.76万 | 0.01% | 111 | 8 | 7.8% | $4,151 | 加仓 |
| NFLX | NETFLIX INC. COM | $5.80万 | 0.01% | 812 | 100 | 14.0% | $7,140 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $5.85万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC COM | $5.90万 | 0.01% | 1,333 | 10 | 0.8% | $442 | 加仓 |
| RDVY | First Trust NASDAQ Rising Dividends Achievers Fund | $5.98万 | 0.01% | 738 | -17 | -2.3% | -$1,378 | 减仓 |
| ORCL | ORACLE CORP COM | $6.07万 | 0.01% | 414 | 122 | 41.8% | $1.79万 | 加仓 |
| BMY | Bristol Myers Squibb | $6.16万 | 0.01% | 1,069 | 34 | 3.3% | $1,959 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $6.31万 | 0.01% | 584 | -52 | -8.2% | -$5,617 | 减仓 |
| FMB | First Trust Managed Municipal ETF | $6.41万 | 0.01% | 1,247 | 5 | 0.4% | $257 | 加仓 |
| KLAC | KLA CORP COM NEW | $6.82万 | 0.01% | 226 | -14 | -5.8% | -$4,224 | 减仓 |
| TIP | iShares TIPS Bond ETF | $6.91万 | 0.01% | 631 | 10 | 1.6% | $1,095 | 加仓 |
| CVX | Chevron | $7.03万 | 0.01% | 424 | 33 | 8.4% | $5,473 | 加仓 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $7.04万 | 0.01% | 755 | 0 | 0.0% | — | 不变 |
| AXP | American Express | $7.05万 | 0.01% | 208 | -3 | -1.4% | -$1,017 | 减仓 |
| COST | Costco Wholesale Corp | $7.11万 | 0.01% | 76 | 20 | 35.7% | $1.87万 | 加仓 |
| CNI | Canadian National Railway | $7.60万 | 0.01% | 637 | 10 | 1.6% | $1,192 | 加仓 |
| INTC | INTEL CORP COM | $7.61万 | 0.01% | 545 | -206 | -27.4% | -$2.88万 | 减仓 |
| TOTL | SPDR Doubleline Total Return Tactical ETF | $7.71万 | 0.01% | 1,954 | -47 | -2.3% | -$1,855 | 减仓 |
| BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | $7.73万 | 0.01% | 843 | 7 | 0.8% | $642 | 加仓 |
| KO | COCA COLA CO COM | $7.79万 | 0.01% | 958 | 109 | 12.8% | $8,858 | 加仓 |
| CSCO | Cisco Systems | $7.83万 | 0.01% | 667 | -476 | -41.6% | -$5.59万 | 减仓 |
| HD | HOME DEPOT INC COM | $7.86万 | 0.01% | 223 | -27 | -10.8% | -$9,522 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $8.03万 | 0.01% | 1,174 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $8.12万 | 0.01% | 2,801 | 17 | 0.6% | $493 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $8.19万 | 0.01% | 128 | -125 | -49.4% | -$8.00万 | 减仓 |
| XLV | Health Care Select Sector SPDR ETF | $8.28万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| DFAX | Dimensional World Ex US Core Equity 2 ETF | $8.50万 | 0.01% | 2,308 | 8 | 0.3% | $295 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $8.53万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| FTSM | First Trust Enhanced Short Maturity ETF | $8.72万 | 0.01% | 1,460 | -35 | -2.3% | -$2,091 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $8.87万 | 0.01% | 260 | 110 | 73.3% | $3.75万 | 加仓 |
| SCHF | Schwab International Equity ETF | $8.92万 | 0.01% | 3,221 | -293 | -8.3% | -$8,116 | 减仓 |
| DIS | Walt Disney | $8.94万 | 0.01% | 929 | -98 | -9.5% | -$9,432 | 减仓 |
| — | Dimensional U.S. Small Cap ETF | $9.20万 | 0.01% | 1,117 | 3 | 0.3% | $247 | 加仓 |
| USRT | iShares Core U.S. REIT ETF | $9.20万 | 0.01% | 1,385 | 8 | 0.6% | $532 | 加仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $9.70万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $9.75万 | 0.01% | 49 | 4 | 8.9% | $7,958 | 加仓 |
| XLI | Industrial Select Sector SPDR Fund | $9.91万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| LQD | iShares IBOXX $ Investment Grade Corporate Bond ETF | $9.92万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| SHY | iShares 1-3 Year Treasury Bond ETF | $9.95万 | 0.01% | 1,212 | -834 | -40.8% | -$6.85万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $10.36万 | 0.01% | 217 | 53 | 32.3% | $2.53万 | 加仓 |
| SCHA | Schwab US Small Cap ETF | $10.97万 | 0.01% | 3,035 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Technology ETF | $11.00万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| VFH | Vanguard Financials ETF | $11.16万 | 0.01% | 848 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group | $11.51万 | 0.01% | 277 | -14 | -4.8% | -$5,819 | 减仓 |
| VBR | Vanguard Small-Cap Value Index Fund | $11.79万 | 0.01% | 485 | -3,711 | -88.4% | -$90.21万 | 减仓 |
| DFVX | Dimensional US Large Cap Vector ETF | $11.92万 | 0.02% | 1,450 | 4 | 0.3% | $329 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $12.14万 | 0.02% | 1,188 | 331 | 38.6% | $3.38万 | 加仓 |
| XLY | Consumer Discretionary Select Sector SPDR Fund | $12.15万 | 0.02% | 1,036 | 0 | 0.0% | — | 不变 |
| IWP | iShares Russell Mid-Cap Growth ETF | $12.36万 | 0.02% | 844 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Trust | $12.43万 | 0.02% | 1,646 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $12.48万 | 0.02% | 288 | 41 | 16.6% | $1.78万 | 加仓 |
| EBAY | EBAY INC. COM | $12.63万 | 0.02% | 1,130 | 130 | 13.0% | $1.45万 | 加仓 |
| DFSU | Dimensional US Sustainability Core 1 ETF | $13.15万 | 0.02% | 2,821 | 639 | 29.3% | $2.98万 | 加仓 |
| VO | Vanguard Mid-Cap Index Fund | $13.58万 | 0.02% | 1,685 | -14,263 | -89.4% | -$114.95万 | 减仓 |
| — | INVESCO S&P SPIN-OFF ETF | $13.81万 | 0.02% | 922 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $14.03万 | 0.02% | 194 | -3 | -1.5% | -$2,169 | 减仓 |
| XLC | Communication Services Select Sector SPDR Fund | $14.23万 | 0.02% | 1,328 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market ETF | $14.40万 | 0.02% | 4,974 | 0 | 0.0% | — | 不变 |
| MA | Mastercard | $14.43万 | 0.02% | 281 | 71 | 33.8% | $3.65万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $14.51万 | 0.02% | 2,802 | -187 | -6.3% | -$9,681 | 减仓 |
| SCHV | Schwab US Large Cap Value ETF | $14.84万 | 0.02% | 4,262 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $15.25万 | 0.02% | 534 | 1 | 0.2% | $286 | 加仓 |
| — | Dimensional US Vector Equity ETF | $15.76万 | 0.02% | 2,370 | 4 | 0.2% | $266 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $16.06万 | 0.02% | 1,027 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $17.52万 | 0.02% | 3,463 | 49 | 1.4% | $2,478 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $17.83万 | 0.02% | 1,216 | 124 | 11.4% | $1.82万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $17.85万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $18.15万 | 0.02% | 2,215 | -33 | -1.5% | -$2,704 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $18.18万 | 0.02% | 313 | 67 | 27.2% | $3.89万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $18.67万 | 0.02% | 610 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $20.03万 | 0.03% | 553 | 8 | 1.5% | $2,898 | 加仓 |
| IJR | iShares S&P Small-Cap ETF | $20.17万 | 0.03% | 1,360 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International Bond Index ETF | $20.46万 | 0.03% | 4,225 | -6,394 | -60.2% | -$30.97万 | 减仓 |