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 |
|---|---|---|---|---|---|---|---|---|
| SSB | SOUTHSTATE BK CORP COM | $100 | 0.00% | 1 | -1 | -50.0% | -$100 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $101 | 0.00% | 1 | -1 | -50.0% | -$101 | 减仓 |
| CNH | CNH INDL N V SHS | $101 | 0.00% | 9 | 2 | 28.6% | $22 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $101 | 0.00% | 2 | 2 | — | $101 | 新建仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $102 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $102 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $102 | 0.00% | 1 | 1 | — | $102 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $103 | 0.00% | 1 | -1 | -50.0% | -$103 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $103 | 0.00% | 11 | 3 | 37.5% | $28 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $104 | 0.00% | 3 | -1 | -25.0% | -$35 | 减仓 |
| SLM | SLM CORP COM | $104 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $104 | 0.00% | 2 | 1 | 100.0% | $52 | 加仓 |
| SM | SM ENERGY COMPANY COM | $104 | 0.00% | 4 | 3 | 300.0% | $78 | 加仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $105 | 0.00% | 4 | -1 | -20.0% | -$26 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $105 | 0.00% | 3 | -1 | -25.0% | -$35 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC COM | $105 | 0.00% | 2 | -1 | -33.3% | -$52 | 减仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $107 | 0.00% | 1 | -1 | -50.0% | -$107 | 减仓 |
| MCY | MERCURY GENL CORP NEW COM | $107 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC COM | $107 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC COM | $107 | 0.00% | 1 | 1 | — | $107 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $108 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC COM | $109 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC CL B | $110 | 0.00% | 2 | -1 | -33.3% | -$55 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $110 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC COM | $111 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC COM | $111 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BANF | BANCFIRST CORP COM | $111 | 0.00% | 1 | 1 | — | $111 | 新建仓 |
| NJR | NEW JERSEY RES CORP COM | $112 | 0.00% | 2 | -1 | -33.3% | -$56 | 减仓 |
| BL | BLACKLINE INC COM | $112 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW CL B | $112 | 0.00% | 4 | -1 | -20.0% | -$28 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $113 | 0.00% | 1 | -4 | -80.0% | -$452 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $113 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC COM | $113 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC COM CL A | $114 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC COM | $115 | 0.00% | 3 | -1 | -25.0% | -$38 | 减仓 |
| HUT | HUT 8 CORP COM | $115 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $118 | 0.00% | 3 | -7 | -70.0% | -$275 | 减仓 |
| M | MACYS INC COM | $118 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC CL A | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC COM | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP COM | $120 | 0.00% | 1 | -1 | -50.0% | -$120 | 减仓 |
| CROX | CROCS INC COM | $121 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC COM | $122 | 0.00% | 1 | -25 | -96.2% | -$3,050 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $123 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $123 | 0.00% | 1 | 1 | — | $123 | 新建仓 |
| CVSA | COVISTA INC COM | $125 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $125 | 0.00% | 1 | 1 | — | $125 | 新建仓 |
| J | Jacobs Engineering Group | $126 | 0.00% | 1 | -1 | -50.0% | -$126 | 减仓 |
| CMC | COMMERCIAL METALS CO COM | $126 | 0.00% | 2 | -1 | -33.3% | -$63 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $127 | 0.00% | 2 | -1 | -33.3% | -$64 | 减仓 |
| AAON | AAON INC COM PAR $0.004 | $127 | 0.00% | 1 | 1 | — | $127 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP COM | $128 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD COM | $129 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $130 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND COM | $130 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC COM | $133 | 0.00% | 6 | 4 | 200.0% | $89 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $134 | 0.00% | 9 | 6 | 200.0% | $89 | 加仓 |
| KEX | KIRBY CORP COM | $136 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC COM | $136 | 0.00% | 1 | 1 | — | $136 | 新建仓 |
| FAF | FIRST AMERN FINL CORP COM | $137 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ACT | ENACT HLDGS INC COM | $137 | 0.00% | 3 | 2 | 200.0% | $91 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $139 | 0.00% | 1 | 1 | — | $139 | 新建仓 |
| SF | STIFEL FINL CORP COM | $140 | 0.00% | 2 | -2 | -50.0% | -$140 | 减仓 |
| AR | ANTERO RESOURCES CORP COM | $141 | 0.00% | 4 | -2 | -33.3% | -$70 | 减仓 |
| UMBF | UMB FINL CORP COM | $143 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC COM | $143 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC COM | $143 | 0.00% | 5 | 3 | 150.0% | $86 | 加仓 |
| OSCR | OSCAR HEALTH INC CL A | $143 | 0.00% | 5 | 4 | 400.0% | $114 | 加仓 |
| LOPE | GRAND CANYON ED INC COM | $143 | 0.00% | 1 | 1 | — | $143 | 新建仓 |
| FULT | FULTON FINL CORP PA COM | $145 | 0.00% | 6 | 4 | 200.0% | $97 | 加仓 |
| GTX | GARRETT MOTION INC COM | $145 | 0.00% | 4 | 3 | 300.0% | $109 | 加仓 |
| — | ARCOSA INC COM | $145 | 0.00% | 1 | 1 | — | $145 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $146 | 0.00% | 2 | 1 | 100.0% | $73 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $147 | 0.00% | 8 | -4 | -33.3% | -$74 | 减仓 |
| HOG | HARLEY DAVIDSON INC COM | $147 | 0.00% | 6 | 4 | 200.0% | $98 | 加仓 |
| ICUI | ICU MED INC COM | $147 | 0.00% | 1 | 1 | — | $147 | 新建仓 |
| ENPH | ENPHASE ENERGY INC COM | $148 | 0.00% | 3 | -11 | -78.6% | -$543 | 减仓 |
| CAR | AVIS BUDGET GROUP INC COM | $148 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $149 | 0.00% | 1 | -1 | -50.0% | -$149 | 减仓 |
| FCN | FTI CONSULTING INC COM | $149 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC COM | $150 | 0.00% | 2 | 1 | 100.0% | $75 | 加仓 |
| ACIW | ACI WORLDWIDE INC COM | $151 | 0.00% | 3 | 2 | 200.0% | $101 | 加仓 |
| IDA | IDACORP INC COM | $151 | 0.00% | 1 | 1 | — | $151 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $152 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $152 | 0.00% | 6 | 4 | 200.0% | $101 | 加仓 |
| OSK | OSHKOSH CORP COM | $153 | 0.00% | 1 | 1 | — | $153 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION COM | $154 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $155 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW COM | $155 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA CL A | $156 | 0.00% | 1 | 1 | — | $156 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $157 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC COM | $157 | 0.00% | 2 | 1 | 100.0% | $78 | 加仓 |
| FLR | FLUOR CORP COM | $157 | 0.00% | 3 | 2 | 200.0% | $105 | 加仓 |
| GVA | GRANITE CONSTR INC COM | $158 | 0.00% | 1 | 1 | — | $158 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP COM | $159 | 0.00% | 7 | -5 | -41.7% | -$114 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $160 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ENTA | ENANTA PHARMACEUTICALS INC COM | $160 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $163 | 0.00% | 5 | 0 | 0.0% | — | 不变 |