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 |
|---|---|---|---|---|---|---|---|---|
| SSRM | SSR MINING IN COM | $792 | 0.00% | 28 | 28 | — | $792 | 新建仓 |
| FORM | FORMFACTOR INC COM | $800 | 0.00% | 5 | 4 | 400.0% | $640 | 加仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $802 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC COM | $802 | 0.00% | 17 | 17 | — | $802 | 新建仓 |
| WLK | WESTLAKE CORPORATION COM | $803 | 0.00% | 11 | 1 | 10.0% | $73 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $803 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP COM NEW | $804 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ACEL | ACCEL ENTERTAINMENT INC COM CL A1 | $807 | 0.00% | 64 | 64 | — | $807 | 新建仓 |
| NOVT | NOVANTA INC COM | $811 | 0.00% | 5 | -18 | -78.3% | -$2,920 | 减仓 |
| SSL | SASOL LTD SPONSORED ADR | $815 | 0.00% | 83 | 83 | — | $815 | 新建仓 |
| NICE | NICE LTD SPONSORED ADR | $818 | 0.00% | 9 | -3 | -25.0% | -$273 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC COM | $818 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SMP | STANDARD MTR PRODS INC COM | $818 | 0.00% | 21 | 21 | — | $818 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY COM | $824 | 0.00% | 37 | -25 | -40.3% | -$557 | 减仓 |
| PHIN | PHINIA INC COMMON STOCK | $824 | 0.00% | 10 | 10 | — | $824 | 新建仓 |
| MDU | MDU RES GROUP INC COM | $827 | 0.00% | 39 | -2 | -4.9% | -$42 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $827 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC CLASS A COM | $834 | 0.00% | 7 | 5 | 250.0% | $596 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC COM | $835 | 0.00% | 41 | 41 | — | $835 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC COM SHS CL A | $838 | 0.00% | 15 | 15 | — | $838 | 新建仓 |
| SAIA | SAIA INC COM | $842 | 0.00% | 2 | 2 | — | $842 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $843 | 0.00% | 3 | 2 | 200.0% | $562 | 加仓 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $843 | 0.00% | 48 | 48 | — | $843 | 新建仓 |
| CTS | CTS CORP COM | $847 | 0.00% | 13 | -67 | -83.8% | -$4,365 | 减仓 |
| PDFS | PDF SOLUTIONS INC COM | $849 | 0.00% | 12 | 12 | — | $849 | 新建仓 |
| WWD | WOODWARD INC COM | $851 | 0.00% | 2 | 1 | 100.0% | $426 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC COM CL A | $851 | 0.00% | 93 | 93 | — | $851 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $862 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $862 | 0.00% | 11 | 10 | 1,000.0% | $784 | 加仓 |
| OPLN | OPENLANE INC COM | $866 | 0.00% | 21 | 1 | 5.0% | $41 | 加仓 |
| TDOC | TELADOC HEALTH INC COM | $873 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $874 | 0.00% | 94 | 94 | — | $874 | 新建仓 |
| GNRC | GENERAC HLDGS INC COM | $878 | 0.00% | 3 | 1 | 50.0% | $293 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $887 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| COHU | COHU INC COM | $887 | 0.00% | 12 | 12 | — | $887 | 新建仓 |
| CRUS | CIRRUS LOGIC INC COM | $891 | 0.00% | 6 | 5 | 500.0% | $742 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $893 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $895 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD COM NEW | $896 | 0.00% | 8 | 8 | — | $896 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC COM | $897 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $898 | 0.00% | 14 | -18 | -56.2% | -$1,155 | 减仓 |
| AXIAY | AXIA ENERGIA SA SPONSORED ADR | $898 | 0.00% | 85 | 85 | — | $898 | 新建仓 |
| GH | GUARDANT HEALTH INC COM | $900 | 0.00% | 6 | 1 | 20.0% | $150 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $901 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC COM | $907 | 0.00% | 4 | 1 | 33.3% | $227 | 加仓 |
| HAS | HASBRO INC COM | $908 | 0.00% | 11 | -1 | -8.3% | -$83 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $910 | 0.00% | 13 | -1 | -7.1% | -$70 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC COM | $912 | 0.00% | 12 | 12 | — | $912 | 新建仓 |
| PODD | INSULET CORP COM | $914 | 0.00% | 6 | -3 | -33.3% | -$457 | 减仓 |
| BCH | BANCO DE CHILE SPONSORED ADS | $914 | 0.00% | 23 | -23 | -50.0% | -$914 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $918 | 0.00% | 6 | 6 | — | $918 | 新建仓 |
| CE | CELANESE CORP DEL COM | $920 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SAB DE CV SPON ADR NEW | $924 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $927 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $931 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $932 | 0.00% | 23 | 22 | 2,200.0% | $891 | 加仓 |
| DOCU | DOCUSIGN INC COM | $933 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HLDGS LTD SPON ADS CL A | $937 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC CL A | $937 | 0.00% | 62 | 60 | 3,000.0% | $907 | 加仓 |
| XP | XP INC CL A | $943 | 0.00% | 58 | 58 | — | $943 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $949 | 0.00% | 14 | 9 | 180.0% | $610 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $965 | 0.00% | 29 | -1 | -3.3% | -$33 | 减仓 |
| NEXN | NEXXEN INTL LTD SHS NEW | $966 | 0.00% | 107 | 107 | — | $966 | 新建仓 |
| CG | CARLYLE GROUP INC COM | $969 | 0.00% | 23 | 21 | 1,050.0% | $885 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $971 | 0.00% | 46 | 3 | 7.0% | $63 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $975 | 0.00% | 14 | 14 | — | $975 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $981 | 0.00% | 4 | 4 | — | $981 | 新建仓 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $989 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $989 | 0.00% | 12 | 11 | 1,100.0% | $907 | 加仓 |
| AXTA | AXALTA COATING SYS LTD COM | $992 | 0.00% | 29 | -1 | -3.3% | -$34 | 减仓 |
| VALE | VALE S A SPONSORED ADS | $993 | 0.00% | 66 | -40 | -37.7% | -$602 | 减仓 |
| BRZE | BRAZE INC COM CL A | $998 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $998 | 0.00% | 11 | 11 | — | $998 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $998 | 0.00% | 7 | 7 | — | $998 | 新建仓 |
| WPC | WP CAREY INC COM | $1,001 | 0.00% | 14 | -41 | -74.5% | -$2,932 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $1,006 | 0.00% | 47 | -93 | -66.4% | -$1,991 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1,011 | 0.00% | 12 | 1 | 9.1% | $84 | 加仓 |
| DY | DYCOM INDS INC COM | $1,011 | 0.00% | 2 | 1 | 100.0% | $506 | 加仓 |
| LWAY | LIFEWAY FOODS INC COM | $1,015 | 0.00% | 34 | 34 | — | $1,015 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC COM | $1,026 | 0.00% | 32 | 3 | 10.3% | $96 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $1,029 | 0.00% | 9 | 5 | 125.0% | $572 | 加仓 |
| FRST | PRIMIS FINANCIAL CORP COM | $1,031 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $1,036 | 0.00% | 3 | 2 | 200.0% | $691 | 加仓 |
| UFCS | UNITED FIRE GROUP INC COM | $1,049 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $1,050 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MSBI | MIDLAND STATES BANCORP INC COM | $1,059 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $1,060 | 0.00% | 50 | -4 | -7.4% | -$85 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $1,062 | 0.00% | 8 | 7 | 700.0% | $929 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $1,063 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP COM | $1,066 | 0.00% | 17 | 2 | 13.3% | $125 | 加仓 |
| SN | SHARKNINJA INC COM SHS | $1,066 | 0.00% | 7 | 5 | 250.0% | $761 | 加仓 |
| DOW | DOW HLDGS INC COM | $1,067 | 0.00% | 39 | -134 | -77.5% | -$3,666 | 减仓 |
| SON | SONOCO PRODS CO COM | $1,071 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $1,072 | 0.00% | 16 | -9 | -36.0% | -$603 | 减仓 |
| FOX | FOX CORP CL B COM | $1,077 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD SHS | $1,082 | 0.00% | 4 | 3 | 300.0% | $812 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $1,084 | 0.00% | 23 | 1 | 4.5% | $47 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $1,084 | 0.00% | 2 | 1 | 100.0% | $542 | 加仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $1,087 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $1,088 | 0.00% | 3 | 3 | — | $1,088 | 新建仓 |