13F 机构持仓

RAFFA WEALTH MANAGEMENT, LLC

WASHINGTON DC · SEC CIK 0001631073

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 10.4%
VTI 8.8%
VEA 7.8%
BND 7.2%
AVUS 7.0%
IGSB 6.7%
VCIT 6.2%
IAGG 6.0%
Dimensional U. 4.9%
FQAL 4.2%

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
SON SONOCO PRODS CO COM $1,0280.00%19 15.6% $54 加仓
NIC NICOLET BANKSHARES INC COM $1,0400.00%7 7— $1,040 新建仓
PINS PINTEREST INC CL A $1,0450.00%57 35.6% $55 加仓
MIDD MIDDLEBY CORP COM $1,0610.00%8 00.0% — 不变
P EVERPURE INC CL A $1,0630.00%18 212.5% $118 加仓
ECG EVERUS CONSTR GROUP COM $1,0630.00%9 112.5% $118 加仓
DPZ DOMINOS PIZZA INC COM $1,0760.00%3 150.0% $359 加仓
ANDE ANDERSONS INC COM $1,0770.00%15 00.0% — 不变
EPAM EPAM SYS INC COM $1,0830.00%8 00.0% — 不变
AGIO AGIOS PHARMACEUTICALS INC COM $1,0830.00%32 00.0% — 不变
FDS FACTSET RESH SYS INC COM $1,0850.00%5 00.0% — 不变
BRZE BRAZE INC COM CL A $1,0860.00%46 00.0% — 不变
PAYC PAYCOM SOFTWARE INC COM $1,0940.00%9 112.5% $122 加仓
VLGEA VILLAGE SUPER MKT INC CL A NEW $1,0980.00%26 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC COM CL A $1,0990.00%73 914.1% $135 加仓
VLY VALLEY NATL BANCORP COM $1,1050.00%90 78.4% $86 加仓
BEN FRANKLIN RESOURCES INC COM $1,1100.00%47 49.3% $94 加仓
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS $1,1110.00%10 00.0% — 不变
HCC WARRIOR MET COAL INC COM $1,1180.00%12 19.1% $93 加仓
NTES NETEASE COM INC SPONSORED ADS $1,1190.00%10 00.0% — 不变
HAS HASBRO INC COM $1,1230.00%12 220.0% $187 加仓
CGNX COGNEX CORP COM $1,1270.00%23 -267-92.1% -$1.31万 减仓
RVLV REVOLVE GROUP INC CL A $1,1310.00%50 -1-2.0% -$23 减仓
UVSP UNIVEST FINANCIAL CORPORATION COM $1,1310.00%33 00.0% — 不变
COO COOPER COS INC COM $1,1440.00%16 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $1,1450.00%38 00.0% — 不变
INGM INGRAM MICRO HLDG CORP COM $1,1660.00%50 00.0% — 不变
KIM KIMCO REALTY CORP COM $1,1680.00%52 00.0% — 不变
WLK WESTLAKE CORPORATION COM $1,1680.00%10 111.1% $117 加仓
NYT NEW YORK TIMES CO MTN BE CL A $1,1720.00%14 216.7% $167 加仓
BF/A BROWN FORMAN CORP CL A $1,1790.00%44 12.3% $27 加仓
BJ BJS WHSL CLUB HLDGS INC COM $1,1810.00%12 220.0% $197 加仓
SNX TD SYNNEX CORPORATION COM $1,1810.00%7 240.0% $337 加仓
SNDR SCHNEIDER NATIONAL INC CL B $1,1860.00%45 512.5% $132 加仓
RTO RENTOKIL INITIAL PLC SPONSORED ADR $1,1960.00%38 00.0% — 不变
WY WEYERHAEUSER CO COM NEW $1,1970.00%49 00.0% — 不变
NTR NUTRIEN LTD COM $1,2070.00%16 00.0% — 不变
TKR TIMKEN CO COM $1,2070.00%12 220.0% $201 加仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $1,2100.00%17 213.3% $142 加仓
FOX FOX CORP CL B COM $1,2210.00%23 421.1% $212 加仓
FLUT FLUTTER ENTMT PLC SHS $1,2230.00%12 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC COM $1,2240.00%22 00.0% — 不变
PDD PDD HOLDINGS INC SPONSORED ADS $1,2260.00%12 00.0% — 不变
AMH AMERICAN HOMES 4 RENT CL A $1,2280.00%44 00.0% — 不变
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM $1,2320.00%15 17.1% $82 加仓
ASO ACADEMY SPORTS & OUTDOORS INC COM $1,2420.00%22 14.8% $56 加仓
BF/B BROWN FORMAN CORP CL B $1,2430.00%47 614.6% $159 加仓
MTD METTLER TOLEDO INTERNATIONAL COM $1,2610.00%1 00.0% — 不变
BDC BELDEN INC COM $1,2630.00%11 110.0% $115 加仓
GPC GENUINE PARTS CO COM $1,2690.00%12 220.0% $212 加仓
HZO MARINEMAX INC COM $1,2720.00%47 00.0% — 不变
SDRL SEADRILL LTD COM $1,2740.00%28 13.7% $46 加仓
OMC OMNICOM GROUP INC COM $1,2800.00%17 00.0% — 不变
KEY KEYCORP COM $1,2830.00%64 1530.6% $301 加仓
FCBC FIRST CMNTY BANKSHARES INC VA COM $1,2870.00%31 00.0% — 不变
TLK TELEKOMUNIKASI IND SPONSORED ADR $1,2890.00%69 00.0% — 不变
TEAM ATLASSIAN CORPORATION CL A $1,2970.00%19 00.0% — 不变
BXP BXP INC COM $1,2980.00%25 00.0% — 不变
IBCP INDEPENDENT BK CORP MICH COM NEW $1,2990.00%39 00.0% — 不变
DK DELEK US HLDGS INC NEW COM $1,3070.00%29 00.0% — 不变
ALAB ASTERA LABS INC COM $1,3150.00%12 19.1% $110 加仓
CE CELANESE CORP DEL COM $1,3150.00%20 15.3% $66 加仓
FE FIRSTENERGY CORP COM $1,3170.00%26 736.8% $355 加仓
NICE NICE LTD SPONSORED ADR $1,3230.00%12 00.0% — 不变
BIRK BIRKENSTOCK HOLDING PLC COM SHS $1,3260.00%37 00.0% — 不变
PBR/A PETROLEO BRASILEIRO S A SP ADR NON VTG $1,3500.00%72 00.0% — 不变
W WAYFAIR INC CL A $1,3540.00%18 15.9% $75 加仓
BAP CREDICORP LTD COM $1,3570.00%4 00.0% — 不变
GFI GOLD FIELDS LTD SPONSORED ADR $1,3620.00%30 00.0% — 不变
REG REGENCY CTRS CORP COM $1,3620.00%18 00.0% — 不变
FUTU FUTU HLDGS LTD SPON ADS CL A $1,3680.00%10 00.0% — 不变
WTRG ESSENTIAL UTILS INC COM $1,3690.00%34 39.7% $121 加仓
ALGN ALIGN TECHNOLOGY INC COM $1,3710.00%8 00.0% — 不变
DGX QUEST DIAGNOSTICS INC COM $1,3720.00%7 240.0% $392 加仓
TRP TC ENERGY CORP COM $1,3770.00%22 00.0% — 不变
MOS MOSAIC CO COM $1,3770.00%54 48.0% $102 加仓
CPB THE CAMPBELLS COMPANY COM $1,3810.00%62 00.0% — 不变
AVY AVERY DENNISON CORP COM $1,3810.00%8 114.3% $173 加仓
BNS BANK NOVA SCOTIA B C COM $1,3860.00%20 00.0% — 不变
BELFB BEL FUSE INC CL B $1,3860.00%7 00.0% — 不变
BIO BIO RAD LABS INC CL A $1,3940.00%5 00.0% — 不变
BCAL CALIFORNIA BANCORP COM $1,4000.00%79 00.0% — 不变
AYI ACUITY INC COM $1,4010.00%5 00.0% — 不变
QGEN QIAGEN NV ORD SHARES $1,4010.00%35 -3-7.9% -$120 减仓
TXT TEXTRON INC COM $1,4010.00%16 323.1% $263 加仓
ARES ARES MANAGEMENT CORPORATION CL A COM STK $1,4180.00%13 18.3% $109 加仓
JKHY HENRY JACK & ASSOC INC COM $1,4220.00%9 112.5% $158 加仓
RGA REINSURANCE GROUP AMER INC COM NEW $1,4290.00%7 116.7% $204 加仓
ABEV AMBEV SA SPONSORED ADR $1,4400.00%493 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $1,4400.00%25 313.6% $173 加仓
INVH INVITATION HOMES INC COM $1,4410.00%58 00.0% — 不变
LSTR LANDSTAR SYS INC COM $1,4430.00%9 00.0% — 不变
PBR PETROLEO BRASILEIRO S A SPONSORED ADR $1,4530.00%70 00.0% — 不变
PFGC PERFORMANCE FOOD GROUP CO COM $1,4560.00%17 321.4% $257 加仓
TRS TRIMAS CORP COM NEW $1,4740.00%41 00.0% — 不变
IJJ iShares S&P Mid-Cap 400 Value ETF $1,4790.00%11 00.0% — 不变
LW LAMB WESTON HLDGS INC COM $1,4790.00%35 39.4% $127 加仓
WTMF WisdomTree Managed Futures Strategy Fund $1,4810.00%37 00.0% — 不变
TTC TORO CO COM $1,4950.00%16 16.7% $93 加仓
SYF SYNCHRONY FINANCIAL COM $1,4960.00%22 315.8% $204 加仓