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 |
|---|---|---|---|---|---|---|---|---|
| OLED | UNIVERSAL DISPLAY CORP COM | $642 | 0.00% | 7 | 1 | 16.7% | $92 | 加仓 |
| NIO | NIO INC SPON ADS | $645 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $650 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $656 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $661 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $669 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM | $670 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S SPONSORED ADS | $671 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | PLDT INC SPONSORED ADR | $673 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP COM | $680 | 0.00% | 40 | 4 | 11.1% | $68 | 加仓 |
| DAR | DARLING INGREDIENTS INC COM | $680 | 0.00% | 11 | 2 | 22.2% | $124 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $685 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC COM CL A | $700 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FMBH | FIRST MID BANCSHARES INC COM | $700 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC ADS | $702 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SBH | SALLY BEAUTY HLDGS INC COM | $706 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC COM | $712 | 0.00% | 19 | 2 | 11.8% | $75 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $724 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $725 | 0.00% | 39 | 7 | 21.9% | $130 | 加仓 |
| LEA | LEAR CORP COM NEW | $726 | 0.00% | 6 | 1 | 20.0% | $121 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $728 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $728 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC CL A SUB VTG | $731 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UFCS | UNITED FIRE GROUP INC COM | $741 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC COM | $741 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FC | FRANKLIN COVEY CO COM | $742 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $748 | 0.00% | 5 | 1 | 25.0% | $150 | 加仓 |
| PTCT | PTC THERAPEUTICS INC COM | $749 | 0.00% | 11 | 1 | 10.0% | $68 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $749 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $749 | 0.00% | 3 | 1 | 50.0% | $250 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC COM | $759 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MYE | MYERS INDS INC COM | $762 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $775 | 0.00% | 22 | 2 | 10.0% | $70 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $779 | 0.00% | 20 | 2 | 11.1% | $78 | 加仓 |
| AN | AUTONATION INC COM | $781 | 0.00% | 4 | 1 | 33.3% | $195 | 加仓 |
| SB | SAFE BULKERS INC COM | $791 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC CL A | $792 | 0.00% | 32 | 1 | 3.2% | $25 | 加仓 |
| COLB | COLUMBIA BKG SYS INC COM | $795 | 0.00% | 29 | 2 | 7.4% | $55 | 加仓 |
| ETSY | ETSY INC COM | $800 | 0.00% | 16 | 1 | 6.7% | $50 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $801 | 0.00% | 8 | 2 | 33.3% | $200 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $804 | 0.00% | 43 | 2 | 4.9% | $37 | 加仓 |
| TRI | THOMSON REUTERS CORP COM | $810 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD COM | $812 | 0.00% | 8 | 2 | 33.3% | $203 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $813 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $817 | 0.00% | 36 | 1 | 2.9% | $23 | 加仓 |
| SFL | SFL CORPORATION LTD SHS | $820 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $823 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $823 | 0.00% | 7 | 1 | 16.7% | $118 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $825 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALG | ALAMO GROUP INC COM | $825 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD COM | $831 | 0.00% | 30 | 1 | 3.4% | $28 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $832 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $836 | 0.00% | 22 | 2 | 10.0% | $76 | 加仓 |
| FRST | PRIMIS FINANCIAL CORP COM | $837 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED COM | $837 | 0.00% | 7 | 1 | 16.7% | $120 | 加仓 |
| — | SEALED AIR CORP NEW COM | $841 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $843 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $846 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC COM | $850 | 0.00% | 41 | 7 | 20.6% | $145 | 加仓 |
| CARG | CARGURUS INC COM CL A | $851 | 0.00% | 25 | 1 | 4.2% | $34 | 加仓 |
| — | DIAMOND HILL INVT GROUP INC COM NEW | $861 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC CLASS A COM | $866 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $867 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP COM | $868 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $869 | 0.00% | 21 | 2 | 10.5% | $83 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC COM | $871 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| XPRO | EXPRO GROUP HOLDINGS NV COM | $871 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $874 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RELL | RICHARDSON ELECTRS LTD COM | $876 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $881 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SAB DE CV SPON ADR NEW | $881 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $881 | 0.00% | 30 | 6 | 25.0% | $176 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $894 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC COM | $898 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION COM | $900 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BELFA | BEL FUSE INC CL A | $901 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $910 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP COM | $913 | 0.00% | 65 | 2 | 3.2% | $28 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $913 | 0.00% | 3 | 1 | 50.0% | $304 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $916 | 0.00% | 20 | 4 | 25.0% | $183 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $920 | 0.00% | 10 | 1 | 11.1% | $92 | 加仓 |
| TOST | TOAST INC CL A | $928 | 0.00% | 35 | 1 | 2.9% | $27 | 加仓 |
| CXT | CRANE NXT CO COM | $934 | 0.00% | 23 | 1 | 4.5% | $41 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $934 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $934 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC COM | $953 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $976 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR SH BEN INT | $977 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC COM | $979 | 0.00% | 52 | 6 | 13.0% | $113 | 加仓 |
| AOS | SMITH A O CORP COM | $989 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD SHS | $991 | 0.00% | 11 | -10 | -47.6% | -$901 | 减仓 |
| TCOM | TRIP COM GROUP LTD ADS | $996 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $996 | 0.00% | 21 | 1 | 5.0% | $47 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $999 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| VPG | VISHAY PRECISION GROUP INC COM | $999 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC COM | $1,002 | 0.00% | 94 | 1 | 1.1% | $11 | 加仓 |
| CCK | CROWN HLDGS INC COM | $1,003 | 0.00% | 10 | 1 | 11.1% | $100 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $1,005 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $1,009 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $1,017 | 0.00% | 7 | 2 | 40.0% | $291 | 加仓 |