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 |
|---|---|---|---|---|---|---|---|---|
| IBP | INSTALLED BLDG PRODS INC COM | $265 | 0.00% | 1 | 1 | — | $265 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $268 | 0.00% | 5 | 1 | 25.0% | $54 | 加仓 |
| WCC | WESCO INTL INC COM | $274 | 0.00% | 1 | 1 | — | $274 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP COM | $274 | 0.00% | 12 | 12 | — | $274 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $278 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $286 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC COM | $286 | 0.00% | 12 | 12 | — | $286 | 新建仓 |
| CLH | CLEAN HARBORS INC COM | $287 | 0.00% | 1 | 1 | — | $287 | 新建仓 |
| LEGN | LEGEND BIOTECH CORP SPONSORED ADS | $289 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $289 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $293 | 0.00% | 49 | 2 | 4.3% | $12 | 加仓 |
| SF | STIFEL FINL CORP COM | $296 | 0.00% | 4 | 4 | — | $296 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $297 | 0.00% | 1 | 1 | — | $297 | 新建仓 |
| RNG | RINGCENTRAL INC CL A | $298 | 0.00% | 8 | 1 | 14.3% | $37 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $299 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC CL A | $302 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $302 | 0.00% | 1 | 1 | — | $302 | 新建仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $303 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $304 | 0.00% | 1 | 1 | — | $304 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $311 | 0.00% | 2 | 2 | — | $311 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $315 | 0.00% | 7 | 7 | — | $315 | 新建仓 |
| BBWI | BATH & BODY WORKS INC COM | $317 | 0.00% | 17 | 1 | 6.2% | $19 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $318 | 0.00% | 8 | 8 | — | $318 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS COM | $323 | 0.00% | 1 | -4 | -80.0% | -$1,292 | 重新持有 |
| BWA | BORGWARNER INC COM | $326 | 0.00% | 6 | 6 | — | $326 | 新建仓 |
| U | UNITY SOFTWARE INC COM | $329 | 0.00% | 15 | 2 | 15.4% | $44 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $329 | 0.00% | 3 | -101 | -97.1% | -$1.11万 | 重新持有 |
| STNE | STONECO LTD COM CL A | $339 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC COM | $339 | 0.00% | 1 | 1 | — | $339 | 新建仓 |
| — | TOPBUILD COR COM | $351 | 0.00% | 1 | 1 | — | $351 | 新建仓 |
| RGEN | REPLIGEN CORP COM | $353 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $354 | 0.00% | 51 | 4 | 8.5% | $28 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $356 | 0.00% | 7 | 1 | 16.7% | $51 | 加仓 |
| WWD | WOODWARD INC COM | $358 | 0.00% | 1 | 1 | — | $358 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $358 | 0.00% | 2 | 2 | — | $358 | 新建仓 |
| GRND | GRINDR INC COM | $363 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $374 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC SPONSORED ADS | $374 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP COM NEW | $377 | 0.00% | 2 | 2 | — | $377 | 新建仓 |
| CHE | CHEMED CORP NEW COM | $378 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC COM | $382 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BBT | BEACON FINANCIAL CORP. COM | $390 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $391 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $391 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $407 | 0.00% | 1 | 1 | — | $407 | 新建仓 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $411 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR SH BEN INT | $416 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| THRM | GENTHERM INC COM | $417 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC COM | $420 | 0.00% | 31 | 1 | 3.3% | $14 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $431 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $440 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REP A | $446 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KE | KIMBALL ELECTRONICS INC COM | $450 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONSORED ADS A | $453 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $453 | 0.00% | 9 | 9 | — | $453 | 新建仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $458 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WBTN | WEBTOON ENTMT INC COM | $460 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC COM | $460 | 0.00% | 12 | 1 | 9.1% | $38 | 加仓 |
| GH | GUARDANT HEALTH INC COM | $462 | 0.00% | 5 | 1 | 25.0% | $92 | 加仓 |
| LYFT | LYFT INC CL A COM | $466 | 0.00% | 35 | 1 | 2.9% | $13 | 加仓 |
| AGNC | AGNC INVT CORP COM | $471 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SCSC | SCANSOURCE INC COM | $472 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $475 | 0.00% | 1 | 1 | — | $475 | 新建仓 |
| FTDR | FRONTDOOR INC COM | $476 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM | $479 | 0.00% | 34 | 8 | 30.8% | $113 | 加仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $487 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC COM | $492 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $508 | 0.00% | 22 | 1 | 4.8% | $23 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $512 | 0.00% | 23 | 1 | 4.5% | $22 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $512 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FOR | FORESTAR GROUP INC COM | $513 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC COM | $518 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $527 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC COM | $529 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $532 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC COM | $533 | 0.00% | 4 | 1 | 33.3% | $133 | 加仓 |
| UMH | UMH PPTYS INC COM | $534 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC COM | $535 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $539 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $539 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $547 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $550 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC COM | $559 | 0.00% | 7 | 1 | 16.7% | $80 | 加仓 |
| TDOC | TELADOC HEALTH INC COM | $561 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $565 | 0.00% | 10 | 2 | 25.0% | $113 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $568 | 0.00% | 16 | 3 | 23.1% | $106 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $570 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP CL A | $576 | 0.00% | 25 | 1 | 4.2% | $23 | 加仓 |
| OPLN | OPENLANE INC COM | $583 | 0.00% | 20 | 1 | 5.3% | $29 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $593 | 0.00% | 1 | 1 | — | $593 | 新建仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $594 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $594 | 0.00% | 33 | 2 | 6.5% | $36 | 加仓 |
| PLUS | EPLUS INC COM | $602 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $603 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC COM | $609 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC COM | $612 | 0.00% | 4 | 1 | 33.3% | $153 | 加仓 |
| ITRI | ITRON INC COM | $627 | 0.00% | 7 | 1 | 16.7% | $90 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $629 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $633 | 0.00% | 7 | 1 | 16.7% | $90 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $634 | 0.00% | 13 | 0 | 0.0% | — | 不变 |