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 |
|---|---|---|---|---|---|---|---|---|
| WAL | WESTERN ALLIANCE BANCORP COM | $164 | 0.00% | 2 | -1 | -33.3% | -$82 | 减仓 |
| BOOT | BOOT BARN HLDGS INC COM | $164 | 0.00% | 1 | 1 | — | $164 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $165 | 0.00% | 3 | -17 | -85.0% | -$935 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $165 | 0.00% | 3 | 2 | 200.0% | $110 | 加仓 |
| EAT | BRINKER INTL INC COM | $168 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $168 | 0.00% | 2 | 1 | 100.0% | $84 | 加仓 |
| MTG | MGIC INVT CORP WIS COM | $169 | 0.00% | 6 | -2 | -25.0% | -$56 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $173 | 0.00% | 3 | -1 | -25.0% | -$58 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $173 | 0.00% | 3 | -1 | -25.0% | -$58 | 减仓 |
| ICLR | ICON PUB LTD CO SHS | $174 | 0.00% | 1 | 1 | — | $174 | 新建仓 |
| SEIC | SEI INVTS CO COM | $175 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC COM | $175 | 0.00% | 1 | 1 | — | $175 | 新建仓 |
| GATX | GATX CORP COM | $177 | 0.00% | 1 | 1 | — | $177 | 新建仓 |
| VIRT | VIRTU FINL INC CL A | $179 | 0.00% | 3 | 2 | 200.0% | $119 | 加仓 |
| ABCB | AMERIS BANCORP COM | $181 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC COM | $183 | 0.00% | 3 | -1 | -25.0% | -$61 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY SPON ADR | $184 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $185 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS COM | $186 | 0.00% | 3 | 1 | 50.0% | $62 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $187 | 0.00% | 1 | -1 | -50.0% | -$187 | 减仓 |
| COKE | COCA COLA CONS INC COM | $191 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $192 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $192 | 0.00% | 7 | -2 | -22.2% | -$55 | 减仓 |
| MATX | MATSON INC COM | $192 | 0.00% | 1 | 1 | — | $192 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $193 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO COM | $198 | 0.00% | 30 | -4 | -11.8% | -$26 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $200 | 0.00% | 4 | 4 | — | $200 | 新建仓 |
| TAL | TAL ED GROUP SPONSORED ADS | $201 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $202 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC COM | $204 | 0.00% | 5 | 3 | 150.0% | $122 | 加仓 |
| AVTR | AVANTOR INC COM | $208 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC COM | $209 | 0.00% | 1 | 1 | — | $209 | 新建仓 |
| OVV | OVINTIV INC COM | $211 | 0.00% | 4 | -36 | -90.0% | -$1,899 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $212 | 0.00% | 1 | -6 | -85.7% | -$1,272 | 减仓 |
| XRAY | DENTSPLY SIRONA INC COM | $212 | 0.00% | 20 | -1 | -4.8% | -$11 | 减仓 |
| — | Adial Pharmaceuticals Inc | $212 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC COM | $213 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $214 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC COM | $214 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP COM | $215 | 0.00% | 3 | 2 | 200.0% | $143 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $216 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $219 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $221 | 0.00% | 1 | 1 | — | $221 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $224 | 0.00% | 1 | -47 | -97.9% | -$1.05万 | 减仓 |
| EXP | EAGLE MATLS INC COM | $225 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC COM | $231 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $231 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC COM | $232 | 0.00% | 2 | 1 | 100.0% | $116 | 加仓 |
| FRPT | FRESHPET INC COM | $236 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP COM | $241 | 0.00% | 4 | 3 | 300.0% | $181 | 加仓 |
| NVCR | NOVOCURE LTD ORD SHS | $242 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC COM | $246 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $251 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $252 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC COM | $258 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $259 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD COM CL A | $260 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC COM | $264 | 0.00% | 1 | 1 | — | $264 | 新建仓 |
| MOD | MODINE MFG CO COM | $267 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $269 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC COM | $269 | 0.00% | 3 | 2 | 200.0% | $179 | 加仓 |
| ROKU | ROKU INC COM CL A | $276 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $277 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP COM NEW | $278 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $280 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $284 | 0.00% | 4 | -11 | -73.3% | -$781 | 减仓 |
| PRI | PRIMERICA INC COM | $284 | 0.00% | 1 | 1 | — | $284 | 新建仓 |
| IVZ | INVESCO LTD SHS | $290 | 0.00% | 11 | 7 | 175.0% | $185 | 加仓 |
| ROL | ROLLINS INC COM | $292 | 0.00% | 7 | 5 | 250.0% | $209 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $298 | 0.00% | 4 | 2 | 100.0% | $149 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $299 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC COM | $300 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $303 | 0.00% | 7 | -1 | -12.5% | -$43 | 减仓 |
| RNG | RINGCENTRAL INC CL A | $312 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC CL A | $314 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD COM | $317 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $333 | 0.00% | 3 | 3 | — | $333 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $338 | 0.00% | 1 | 1 | — | $338 | 新建仓 |
| KEY | KEYCORP COM | $346 | 0.00% | 15 | -49 | -76.6% | -$1,130 | 减仓 |
| UNM | UNUM GROUP COM | $358 | 0.00% | 4 | 1 | 33.3% | $90 | 加仓 |
| FIVN | FIVE9 INC COM | $362 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $363 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC COM | $368 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $369 | 0.00% | 6 | 4 | 200.0% | $246 | 加仓 |
| RS | RELIANCE INC COM | $374 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC COM | $378 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $391 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BBT | BEACON FINANCIAL CORP. COM | $396 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONSORED ADS A | $403 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP COM | $409 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC COM NEW | $411 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC COM | $423 | 0.00% | 3 | -1 | -25.0% | -$141 | 减仓 |
| MOG/A | MOOG INC CL A | $424 | 0.00% | 1 | 1 | — | $424 | 新建仓 |
| OSIS | OSI SYSTEMS INC COM | $437 | 0.00% | 2 | 2 | — | $437 | 新建仓 |
| THO | THOR INDS INC COM | $451 | 0.00% | 6 | -1 | -14.3% | -$75 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $458 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC COM | $458 | 0.00% | 16 | 4 | 33.3% | $114 | 加仓 |
| LEGN | LEGEND BIOTECH CORP SPONSORED ADS | $462 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW COM | $466 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC COMMON STOCK | $469 | 0.00% | 17 | 0 | 0.0% | — | 不变 |