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
WSC WILLSCOT HLDGS CORP COM CL A $580.00%2 00.0% — 不变
HELE HELEN OF TROY LTD COM $580.00%2 00.0% — 不变
FUL FULLER H B CO COM $580.00%1 1— $58 新建仓
ADT ADT INC DEL COM $590.00%9 -6-40.0% -$39 减仓
FHB FIRST HAWAIIAN INC COM $590.00%2 00.0% — 不变
NTB BANK OF N T BUTTERFIELD & SON SHS NEW $600.00%1 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A $610.00%1 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO COM $620.00%1 00.0% — 不变
AAP ADVANCE AUTO PARTS INC COM $620.00%1 00.0% — 不变
ASB ASSOCIATED BANC-CORP COM $620.00%2 00.0% — 不变
CATY CATHAY GEN BANCORP COM $620.00%1 00.0% — 不变
EDIT EDITAS MEDICINE INC COM $620.00%19 00.0% — 不变
RDNT RADNET INC COM $620.00%1 1— $62 新建仓
CRVL CORVEL CORP COM $630.00%1 00.0% — 不变
LFST LIFESTANCE HEALTH GROUP INC COM $640.00%6 5500.0% $53 加仓
MC MOELIS & CO CL A $650.00%1 1— $65 新建仓
ASH ASHLAND INC COM $660.00%1 1— $66 新建仓
KFY KORN FERRY COM NEW $670.00%1 00.0% — 不变
CBU COMMUNITY FINANCIAL SYSTEM INC COM $670.00%1 00.0% — 不变
CWK CUSHMAN AND WAKEFIELD LTD COMMON SHARES $670.00%5 3150.0% $40 加仓
CWEN CLEARWAY ENERGY INC CL C $680.00%2 1100.0% $34 加仓
STNG SCORPIO TANKERS INC SHS $690.00%1 00.0% — 不变
TDC TERADATA CORP DEL COM $690.00%2 2— $69 新建仓
BTSG BRIGHTSPRING HEALTH SVCS INC COM $700.00%1 00.0% — 不变
HHH HOWARD HUGHES HOLDINGS INC COM $710.00%1 1— $71 新建仓
NWE NORTHWESTERN ENERGY GROUP INC COM NEW $720.00%1 00.0% — 不变
BROS DUTCH BROS INC CL A $720.00%1 1— $72 新建仓
PIPR PIPER SANDLER COMPANIES COM NEW $720.00%1 1— $72 新建仓
VAL VALARIS LTD CL A $730.00%1 00.0% — 不变
LAUR LAUREATE ED INC COMMON STOCK $730.00%2 00.0% — 不变
PB PROSPERITY BANCSHARES INC COM $730.00%1 00.0% — 不变
RRC RANGE RES CORP COM $740.00%2 -1-33.3% -$37 减仓
PVH PVH CORPORATION COM $740.00%1 00.0% — 不变
BKH BLACK HILLS CORP COM $740.00%1 00.0% — 不变
GEF GREIF INC CL A $740.00%1 00.0% — 不变
AVNT AVIENT CORPORATION COM $740.00%2 2— $74 新建仓
MTX MINERALS TECHNOLOGIES INC COM $740.00%1 1— $74 新建仓
NE NOBLE CORP PLC ORD SHS A $750.00%2 -2-50.0% -$75 减仓
HWC HANCOCK WHITNEY CORPORATION COM $750.00%1 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO COM $760.00%1 00.0% — 不变
IBOC INTERNATIONAL BANCSHARES CORP COM $760.00%1 00.0% — 不变
CNS COHEN & STEERS INC COM $760.00%1 00.0% — 不变
SLVM SYLVAMO CORP COMMON STOCK $760.00%2 1100.0% $38 加仓
— ATKORE INC COM $760.00%1 1— $76 新建仓
MGY MAGNOLIA OIL & GAS CORP CL A $770.00%3 -3-50.0% -$77 减仓
INSW INTERNATIONAL SEAWAYS INC COM $770.00%1 00.0% — 不变
WSFS WSFS FINL CORP COM $770.00%1 00.0% — 不变
RUSHB RUSH ENTERPRISES INC CL B $770.00%1 00.0% — 不变
MWA MUELLER WTR PRODS INC COM SER A $770.00%3 2200.0% $51 加仓
LPX LOUISIANA PAC CORP COM $790.00%1 -1-50.0% -$79 减仓
FG F&G ANNUITIES & LIFE INC COMMON STOCK $800.00%3 150.0% $27 加仓
GRBK GREEN BRICK PARTNERS INC COM $800.00%1 1— $80 新建仓
HCC WARRIOR MET COAL INC COM $810.00%1 -11-91.7% -$891 减仓
WMG WARNER MUSIC GROUP CORP COM CL A $810.00%3 -2-40.0% -$54 减仓
CALM CAL MAINE FOODS INC COM NEW $810.00%1 00.0% — 不变
BOH BANK HAWAII CORP COM $810.00%1 1— $81 新建仓
IOSP INNOSPEC INC COM $810.00%1 1— $81 新建仓
WFRD WEATHERFORD INTL PLC ORD SHS $820.00%1 00.0% — 不变
NMIH NMI HLDGS INC COM $820.00%2 1100.0% $41 加仓
ARWR ARROWHEAD PHARMACEUTICALS INC COM $820.00%1 1— $82 新建仓
LIVN LIVANOVA PLC SHS $820.00%1 1— $82 新建仓
KTB KONTOOR BRANDS INC COM $830.00%1 00.0% — 不变
VSXY VICTORIAS SECRET AND CO COMMON STOCK $830.00%1 00.0% — 不变
AWR AMER STATES WTR CO COM $830.00%1 1— $83 新建仓
INDB INDEPENDENT BK CORP MASS COM $840.00%1 00.0% — 不变
VCTR VICTORY CAP HLDGS INC DEL COM CL A $840.00%1 00.0% — 不变
SHOO MADDEN STEVEN LTD COM $840.00%2 1100.0% $42 加仓
— GATES INDL CORP PLC ORD SHS $840.00%3 3— $84 新建仓
KNF KNIFE RIVER CORP COMMON STOCK $840.00%1 1— $84 新建仓
BILI BILIBILI INC SPONS ADS REP Z $850.00%5 00.0% — 不变
NVAX NOVAVAX INC COM NEW $850.00%9 00.0% — 不变
AUB ATLANTIC UN BANKSHARES CORP COM $850.00%2 1100.0% $42 加仓
ITRI ITRON INC COM $870.00%1 -6-85.7% -$522 减仓
GLOB GLOBANT S A COM $870.00%3 00.0% — 不变
PFSI PENNYMAC FINL SVCS INC NEW COM $870.00%1 00.0% — 不变
TTEK TETRA TECH INC NEW COM $870.00%3 150.0% $29 加仓
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $870.00%5 4400.0% $70 加仓
SFBS SERVISFIRST BANCSHARES INC COM $870.00%1 1— $87 新建仓
SKY CHAMPION HOMES INC COM $880.00%1 1— $88 新建仓
SWX SOUTHWEST GAS HLDGS INC COM $890.00%1 00.0% — 不变
ASTS AST SPACEMOBILE INC COM CL A $890.00%1 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $890.00%1 -2-66.7% -$178 重新持有
OTTR OTTER TAIL CORP COM $900.00%1 00.0% — 不变
HQY HEALTHEQUITY INC COM $900.00%1 1— $90 新建仓
CHDN CHURCHILL DOWNS INC COM $900.00%1 1— $90 新建仓
PBF PBF ENERGY INC CL A $910.00%2 -1-33.3% -$46 减仓
CBT CABOT CORP COM $910.00%1 00.0% — 不变
CZR CAESARS ENTERTAINMENT INC NEW COM $910.00%3 3— $91 新建仓
UFPI UFP INDUSTRIES INC COM $910.00%1 1— $91 新建仓
UBSI UNITED BANKSHARES INC WEST VA COM $920.00%2 00.0% — 不变
BRC BRADY CORP CL A $920.00%1 1— $92 新建仓
ITGR INTEGER HLDGS CORP COM $930.00%1 00.0% — 不变
BKU BANKUNITED INC COM $970.00%2 -1-33.3% -$48 减仓
OGE OGE ENERGY CORP COM $970.00%2 00.0% — 不变
AX AXOS FINANCIAL INC COM $970.00%1 00.0% — 不变
CNM CORE & MAIN INC CL A $970.00%2 1100.0% $48 加仓
ESAB ESAB CORPORATION COM $990.00%1 00.0% — 不变
SKYW SKYWEST INC COM $990.00%1 1— $99 新建仓
VC VISTEON CORP COM NEW $990.00%1 1— $99 新建仓
YETI YETI HLDGS INC COM $990.00%2 2— $99 新建仓