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 |
|---|---|---|---|---|---|---|---|---|
| VOYA | VOYA FINANCIAL INC COM | $1,503 | 0.00% | 22 | 1 | 4.8% | $68 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $1,504 | 0.00% | 5 | 1 | 25.0% | $301 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $1,509 | 0.00% | 30 | 1 | 3.4% | $50 | 加仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $1,526 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | EMPIRE PETE CORP COM | $1,527 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,536 | 0.00% | 42 | 42 | — | $1,536 | 新建仓 |
| — | QORVO INC COM | $1,548 | 0.00% | 20 | 2 | 11.1% | $155 | 加仓 |
| HSIC | SCHEIN HENRY INC COM | $1,548 | 0.00% | 21 | 3 | 16.7% | $221 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $1,553 | 0.00% | 35 | 35 | — | $1,553 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC COM | $1,554 | 0.00% | 36 | 8 | 28.6% | $345 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $1,564 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC COM | $1,573 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC COM | $1,586 | 0.00% | 8 | 1 | 14.3% | $198 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1,608 | 0.00% | 20 | 2 | 11.1% | $161 | 加仓 |
| MKSI | MKS INC. COM | $1,609 | 0.00% | 7 | 7 | — | $1,609 | 新建仓 |
| GPN | GLOBAL PMTS INC COM | $1,615 | 0.00% | 24 | 1 | 4.3% | $67 | 加仓 |
| NWSA | NEWS CORP NEW CL A | $1,620 | 0.00% | 65 | 8 | 14.0% | $199 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1,623 | 0.00% | 18 | 2 | 12.5% | $180 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1,628 | 0.00% | 104 | 15 | 16.9% | $235 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $1,632 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $1,653 | 0.00% | 21 | 1 | 5.0% | $79 | 加仓 |
| PSMT | PRICESMART INC COM | $1,656 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC COM | $1,673 | 0.00% | 39 | 3 | 8.3% | $129 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $1,679 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A SPONSORED ADS | $1,686 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC COM | $1,687 | 0.00% | 48 | 12 | 33.3% | $422 | 加仓 |
| FLS | FLOWSERVE CORP COM | $1,691 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | OPAL FUELS INC CLASS A COM | $1,696 | 0.00% | 673 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $1,697 | 0.00% | 20 | 1 | 5.3% | $85 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $1,697 | 0.00% | 51 | 5 | 10.9% | $166 | 加仓 |
| BCH | BANCO DE CHILE SPONSORED ADS | $1,704 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $1,719 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC COM | $1,725 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC COM | $1,726 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW COM | $1,732 | 0.00% | 16 | 2 | 14.3% | $216 | 加仓 |
| FIG | FIGMA INC CLASS A COM STK | $1,733 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $1,735 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $1,739 | 0.00% | 7 | 1 | 16.7% | $248 | 加仓 |
| VVV | VALVOLINE INC COM | $1,751 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC COM | $1,752 | 0.00% | 20 | 2 | 11.1% | $175 | 加仓 |
| UDR | UDR INC COM | $1,757 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC COM | $1,765 | 0.00% | 49 | 4 | 8.9% | $144 | 加仓 |
| CMS | CMS ENERGY CORP COM | $1,784 | 0.00% | 23 | 4 | 21.1% | $310 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC COM CL A | $1,787 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $1,790 | 0.00% | 39 | 1 | 2.6% | $46 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $1,795 | 0.00% | 75 | 7 | 10.3% | $168 | 加仓 |
| NTRA | NATERA INC COM | $1,800 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V SHS | $1,801 | 0.00% | 254 | -148 | -36.8% | -$1,049 | 减仓 |
| GL | GLOBE LIFE INC COM | $1,809 | 0.00% | 13 | 2 | 18.2% | $278 | 加仓 |
| UGI | UGI CORP NEW COM | $1,821 | 0.00% | 50 | 2 | 4.2% | $73 | 加仓 |
| SE | SEA LTD | $1,822 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP COM | $1,825 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP COM | $1,829 | 0.00% | 35 | 3 | 9.4% | $157 | 加仓 |
| LVS | Las Vegas Sands Corp | $1,832 | 0.00% | 34 | 3 | 9.7% | $162 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $1,833 | 0.00% | 46 | 2 | 4.5% | $80 | 加仓 |
| PPL | PPL CORP COM | $1,834 | 0.00% | 48 | 7 | 17.1% | $267 | 加仓 |
| PSN | PARSONS CORP DEL COM | $1,842 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC COM | $1,852 | 0.00% | 13 | 1 | 8.3% | $142 | 加仓 |
| TSN | TYSON FOODS INC CL A | $1,858 | 0.00% | 29 | 2 | 7.4% | $128 | 加仓 |
| GGG | GRACO INC COM | $1,862 | 0.00% | 22 | 1 | 4.8% | $85 | 加仓 |
| VTRS | VIATRIS INC COM | $1,864 | 0.00% | 138 | 17 | 14.0% | $230 | 加仓 |
| NI | NISOURCE INC COM | $1,866 | 0.00% | 40 | 5 | 14.3% | $233 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $1,869 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1,874 | 0.00% | 118 | 12 | 11.3% | $191 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $1,880 | 0.00% | 83 | 3 | 3.8% | $68 | 加仓 |
| FTV | FORTIVE CORP COM | $1,880 | 0.00% | 34 | 5 | 17.2% | $276 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $1,881 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $1,889 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1,893 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC COM | $1,896 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $1,903 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $1,908 | 0.00% | 25 | 3 | 13.6% | $229 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $1,911 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP COM CL A | $1,914 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $1,914 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP COM | $1,915 | 0.00% | 48 | 48 | — | $1,915 | 新建仓 |
| ESS | ESSEX PPTY TR INC COM | $1,936 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC COM | $1,953 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $1,964 | 0.00% | 485 | 1 | 0.2% | $4 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $1,965 | 0.00% | 125 | 4 | 3.3% | $63 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $1,973 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $1,977 | 0.00% | 21 | 1 | 5.0% | $94 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA SPONSORED ADR | $1,978 | 0.00% | 40 | -1 | -2.4% | -$49 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1,981 | 0.00% | 46 | 4 | 9.5% | $172 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $1,985 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $1,997 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $1,998 | 0.00% | 13 | 1 | 8.3% | $154 | 加仓 |
| SUI | SUN CMNTYS INC COM | $2,015 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC COM | $2,028 | 0.00% | 19 | 3 | 18.8% | $320 | 加仓 |
| EQT | EQT CORP COM | $2,036 | 0.00% | 32 | 4 | 14.3% | $254 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $2,052 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $2,053 | 0.00% | 34 | 4 | 13.3% | $242 | 加仓 |
| FIVE | FIVE BELOW INC COM | $2,056 | 0.00% | 9 | 1 | 12.5% | $228 | 加仓 |
| IT | GARTNER INC COM | $2,058 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $2,060 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $2,076 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $2,087 | 0.00% | 32 | 1 | 3.2% | $65 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $2,095 | 0.00% | 92 | 2 | 2.2% | $46 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $2,103 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC COM | $2,104 | 0.00% | 15 | 1 | 7.1% | $140 | 加仓 |