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 |
|---|---|---|---|---|---|---|---|---|
| PII | POLARIS INC COM | $479 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $480 | 0.00% | 15 | -284 | -95.0% | -$9,088 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $482 | 0.00% | 2 | 1 | 100.0% | $241 | 加仓 |
| SOC | SABLE OFFSHORE CORP COM SHS | $496 | 0.00% | 161 | 31 | 23.8% | $96 | 加仓 |
| AES | AES CORP COM | $498 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD SHS | $499 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC COM | $500 | 0.00% | 1 | 1 | — | $500 | 新建仓 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $501 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $506 | 0.00% | 13 | -33 | -71.7% | -$1,284 | 减仓 |
| BILL | BILL HOLDINGS INC COM | $506 | 0.00% | 14 | 2 | 16.7% | $72 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $506 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC CL A COM | $511 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $512 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC COM | $514 | 0.00% | 18 | 3 | 20.0% | $86 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $515 | 0.00% | 9 | -1 | -10.0% | -$57 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $521 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC COM | $530 | 0.00% | 1 | 1 | — | $530 | 新建仓 |
| SAM | BOSTON BEER INC CL A | $531 | 0.00% | 3 | 2 | 200.0% | $354 | 加仓 |
| NIO | NIO INC SPON ADS | $541 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC ADS | $543 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC COM | $560 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $560 | 0.00% | 2 | 2 | — | $560 | 新建仓 |
| — | PLDT INC SPONSORED ADR | $561 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $566 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $581 | 0.00% | 2 | -1 | -33.3% | -$290 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $581 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $582 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD COM | $583 | 0.00% | 6 | -2 | -25.0% | -$194 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $585 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC COM | $594 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP CL A | $596 | 0.00% | 27 | 2 | 8.0% | $44 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $598 | 0.00% | 6 | 5 | 500.0% | $498 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $599 | 0.00% | 19 | -2 | -9.5% | -$63 | 减仓 |
| DAR | DARLING INGREDIENTS INC COM | $601 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $603 | 0.00% | 3 | 1 | 50.0% | $201 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $610 | 0.00% | 34 | -5 | -12.8% | -$90 | 减仓 |
| BEKE | KE HLDGS INC SPONSORED ADS | $610 | 0.00% | 42 | 42 | — | $610 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $613 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO COM | $614 | 0.00% | 12 | -11 | -47.8% | -$563 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $618 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC COM | $618 | 0.00% | 19 | 19 | — | $618 | 新建仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $625 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP COM | $625 | 0.00% | 3 | 3 | — | $625 | 新建仓 |
| NVEC | NVE CORP COM NEW | $627 | 0.00% | 6 | 6 | — | $627 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $628 | 0.00% | 74 | 74 | — | $628 | 新建仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $629 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC COM CL A | $631 | 0.00% | 16 | 16 | — | $631 | 新建仓 |
| TTD | THE TRADE DESK INC COM CL A | $633 | 0.00% | 35 | -1 | -2.8% | -$18 | 减仓 |
| EPAM | EPAM SYS INC COM | $635 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $637 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC CL A SUB VTG | $646 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP COM | $647 | 0.00% | 4 | 4 | — | $647 | 新建仓 |
| IT | GARTNER INC COM | $648 | 0.00% | 5 | -8 | -61.5% | -$1,037 | 减仓 |
| SLAB | SILICON LABORATORIES INC COM | $656 | 0.00% | 3 | 3 | — | $656 | 新建仓 |
| LKQ | LKQ CORP COM | $658 | 0.00% | 25 | -5 | -16.7% | -$132 | 减仓 |
| FOR | FORESTAR GROUP INC COM | $665 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC COM | $666 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC SPONSORED ADS | $669 | 0.00% | 57 | 36 | 171.4% | $423 | 加仓 |
| POWI | POWER INTEGRATIONS INC COM | $670 | 0.00% | 8 | 8 | — | $670 | 新建仓 |
| VGNT | VERSIGENT PLC ORDINARY SHARES | $672 | 0.00% | 16 | 16 | — | $672 | 新建仓 |
| AVO | MISSION PRODUCE INC COM | $672 | 0.00% | 57 | 57 | — | $672 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $673 | 0.00% | 9 | 9 | — | $673 | 新建仓 |
| CHEF | CHEFS WHSE INC COM | $673 | 0.00% | 7 | 7 | — | $673 | 新建仓 |
| EVR | EVERCORE INC CLASS A | $683 | 0.00% | 2 | 2 | — | $683 | 新建仓 |
| VFC | V F CORP COM | $684 | 0.00% | 41 | 1 | 2.5% | $17 | 加仓 |
| MOH | MOLINA HEALTHCARE INC COM | $686 | 0.00% | 3 | -1 | -25.0% | -$229 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $686 | 0.00% | 6 | 5 | 500.0% | $572 | 加仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $687 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $689 | 0.00% | 8 | 1 | 14.3% | $86 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $692 | 0.00% | 9 | -1 | -10.0% | -$77 | 减仓 |
| PRIM | PRIMORIS SVCS CORP COM | $694 | 0.00% | 7 | 6 | 600.0% | $595 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $695 | 0.00% | 7 | -1 | -12.5% | -$99 | 减仓 |
| ALLE | ALLEGION PLC ORD SHS | $702 | 0.00% | 5 | -2 | -28.6% | -$281 | 减仓 |
| PAAS | PAN AMERN SILVER CORP COM | $717 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SBH | SALLY BEAUTY HLDGS INC COM | $721 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC COM | $728 | 0.00% | 6 | 1 | 20.0% | $121 | 加仓 |
| HUBS | HUBSPOT INC COM | $730 | 0.00% | 4 | -4 | -50.0% | -$730 | 减仓 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $732 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $732 | 0.00% | 7 | 7 | — | $732 | 新建仓 |
| TRI | THOMSON REUTERS CORP COM | $735 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC COM | $735 | 0.00% | 1 | 1 | — | $735 | 新建仓 |
| XPRO | EXPRO GROUP HOLDINGS NV COM | $739 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $739 | 0.00% | 25 | 3 | 13.6% | $89 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $740 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GHM | GRAHAM CORP COM | $743 | 0.00% | 6 | 6 | — | $743 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP INC COM | $743 | 0.00% | 85 | 85 | — | $743 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $743 | 0.00% | 2 | 2 | — | $743 | 新建仓 |
| SYNA | SYNAPTICS INC COM | $745 | 0.00% | 6 | 6 | — | $745 | 新建仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $751 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHS | $757 | 0.00% | 16 | 16 | — | $757 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $758 | 0.00% | 4 | 4 | — | $758 | 新建仓 |
| VECO | VEECO INSTRS INC DEL COM | $758 | 0.00% | 10 | 10 | — | $758 | 新建仓 |
| DBD | DIEBOLD NIXDORF INC COM SHS | $765 | 0.00% | 9 | 9 | — | $765 | 新建仓 |
| DIOD | DIODES INC COM | $766 | 0.00% | 7 | 6 | 600.0% | $657 | 加仓 |
| TLN | TALEN ENERGY CORP COM | $769 | 0.00% | 2 | 2 | — | $769 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $773 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC COM | $776 | 0.00% | 10 | 1 | 11.1% | $78 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $779 | 0.00% | 4 | 3 | 300.0% | $584 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION COM PAR $0.01 | $783 | 0.00% | 4 | 4 | — | $783 | 新建仓 |
| SB | SAFE BULKERS INC COM | $789 | 0.00% | 125 | 0 | 0.0% | — | 不变 |