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 |
|---|---|---|---|---|---|---|---|---|
| MTN | VAIL RESORTS INC COM | $1,089 | 0.00% | 8 | 1 | 14.3% | $136 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $1,092 | 0.00% | 15 | -2 | -11.8% | -$146 | 减仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $1,097 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $1,098 | 0.00% | 8 | 1 | 14.3% | $137 | 加仓 |
| APG | API GROUP CORP COM STK | $1,101 | 0.00% | 26 | 23 | 766.7% | $974 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $1,103 | 0.00% | 27 | 14 | 107.7% | $572 | 加仓 |
| NTNX | NUTANIX INC CL A | $1,121 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1,126 | 0.00% | 13 | 6 | 85.7% | $520 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $1,128 | 0.00% | 19 | 12 | 171.4% | $712 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $1,135 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $1,135 | 0.00% | 3 | 2 | 200.0% | $757 | 加仓 |
| VICR | VICOR CORP COM | $1,139 | 0.00% | 3 | 3 | — | $1,139 | 新建仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $1,140 | 0.00% | 4 | 2 | 100.0% | $570 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1,142 | 0.00% | 12 | 9 | 300.0% | $856 | 加仓 |
| RVLV | REVOLVE GROUP INC CL A | $1,145 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR SH BEN INT | $1,145 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC COM | $1,146 | 0.00% | 24 | 22 | 1,100.0% | $1,050 | 加仓 |
| LII | LENNOX INTL INC COM | $1,146 | 0.00% | 2 | 2 | — | $1,146 | 新建仓 |
| TFSL | TFS FINL CORP COM | $1,152 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| KE | KIMBALL ELECTRONICS INC COM | $1,152 | 0.00% | 45 | 26 | 136.8% | $666 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $1,153 | 0.00% | 7 | 7 | — | $1,153 | 新建仓 |
| AVT | AVNET INC COM | $1,155 | 0.00% | 13 | -70 | -84.3% | -$6,219 | 减仓 |
| VNT | VONTIER CORPORATION COM | $1,160 | 0.00% | 40 | -77 | -65.8% | -$2,233 | 减仓 |
| PATK | PATRICK INDS INC COM | $1,167 | 0.00% | 13 | 13 | — | $1,167 | 新建仓 |
| BAP | CREDICORP LTD COM | $1,169 | 0.00% | 3 | -1 | -25.0% | -$390 | 减仓 |
| ITT | ITT INC COM | $1,187 | 0.00% | 6 | 5 | 500.0% | $989 | 加仓 |
| BWA | BORGWARNER INC COM | $1,195 | 0.00% | 18 | 12 | 200.0% | $797 | 加仓 |
| ARMK | ARAMARK COM | $1,195 | 0.00% | 21 | 18 | 600.0% | $1,024 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $1,199 | 0.00% | 45 | -2 | -4.3% | -$53 | 减仓 |
| PINS | PINTEREST INC CL A | $1,199 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP CL A | $1,204 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP CL A | $1,204 | 0.00% | 3 | 3 | — | $1,204 | 新建仓 |
| ETSY | ETSY INC COM | $1,205 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $1,212 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC CLASS A COM | $1,221 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $1,226 | 0.00% | 26 | -41 | -61.2% | -$1,933 | 减仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $1,226 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,234 | 0.00% | 2 | 2 | — | $1,234 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $1,235 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC COM | $1,240 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $1,250 | 0.00% | 3 | 1 | 50.0% | $417 | 加仓 |
| ENTG | ENTEGRIS INC COM | $1,259 | 0.00% | 7 | 5 | 250.0% | $899 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $1,264 | 0.00% | 33 | -1 | -2.9% | -$38 | 减仓 |
| MYE | MYERS INDS INC COM | $1,271 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC COM | $1,275 | 0.00% | 93 | -1 | -1.1% | -$14 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $1,278 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $1,284 | 0.00% | 14 | -2 | -12.5% | -$183 | 减仓 |
| WKC | WORLD KINECT CORPORATION COM | $1,285 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $1,287 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $1,288 | 0.00% | 351 | 351 | — | $1,288 | 新建仓 |
| GEN | GEN DIGITAL INC COM | $1,294 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $1,298 | 0.00% | 11 | -1 | -8.3% | -$118 | 减仓 |
| AVY | AVERY DENNISON CORP COM | $1,299 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $1,313 | 0.00% | 3 | 2 | 200.0% | $875 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $1,318 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP COM | $1,319 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| THRM | GENTHERM INC COM | $1,330 | 0.00% | 39 | 24 | 160.0% | $818 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $1,338 | 0.00% | 10 | 9 | 900.0% | $1,204 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC COM | $1,349 | 0.00% | 9 | -14 | -60.9% | -$2,098 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1,353 | 0.00% | 78 | 5 | 6.8% | $87 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $1,354 | 0.00% | 4 | 4 | — | $1,354 | 新建仓 |
| QGEN | QIAGEN NV ORD SHARES | $1,369 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| INGM | INGRAM MICRO HLDG CORP COM | $1,372 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FCBC | FIRST CMNTY BANKSHARES INC VA COM | $1,377 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC COM | $1,380 | 0.00% | 16 | 9 | 128.6% | $776 | 加仓 |
| TCOM | TRIP COM GROUP LTD ADS | $1,394 | 0.00% | 35 | 15 | 75.0% | $597 | 加仓 |
| POWL | POWELL INDS INC COM | $1,432 | 0.00% | 5 | 5 | — | $1,432 | 新建仓 |
| COO | COOPER COS INC COM | $1,434 | 0.00% | 20 | 4 | 25.0% | $287 | 加仓 |
| REG | REGENCY CTRS CORP COM | $1,435 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $1,444 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC COM | $1,468 | 0.00% | 34 | -1 | -2.9% | -$43 | 减仓 |
| RAL | RALLIANT CORP COM | $1,473 | 0.00% | 20 | 11 | 122.2% | $810 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $1,475 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION CL A | $1,478 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | OPAL FUELS INC CLASS A COM | $1,481 | 0.00% | 673 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC COM | $1,486 | 0.00% | 8 | 4 | 100.0% | $743 | 加仓 |
| SITM | SITIME CORP COM | $1,491 | 0.00% | 2 | 2 | — | $1,491 | 新建仓 |
| ECG | EVERUS CONSTR GROUP COM | $1,494 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $1,497 | 0.00% | 34 | -2 | -5.6% | -$88 | 减仓 |
| MGA | MAGNA INTL INC COM | $1,510 | 0.00% | 23 | 11 | 91.7% | $722 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $1,518 | 0.00% | 9 | 1 | 12.5% | $169 | 加仓 |
| RELL | RICHARDSON ELECTRS LTD COM | $1,521 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| WTMF | WisdomTree Managed Futures Strategy Fund | $1,524 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $1,526 | 0.00% | 20 | 8 | 66.7% | $610 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $1,530 | 0.00% | 32 | 15 | 88.2% | $717 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $1,548 | 0.00% | 9 | 1 | 12.5% | $172 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $1,550 | 0.00% | 5 | 2 | 66.7% | $620 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $1,554 | 0.00% | 61 | 27 | 79.4% | $688 | 加仓 |
| SCSC | SCANSOURCE INC COM | $1,563 | 0.00% | 30 | 17 | 130.8% | $886 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1,564 | 0.00% | 11 | -1 | -8.3% | -$142 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $1,566 | 0.00% | 4 | 4 | — | $1,566 | 新建仓 |
| W | WAYFAIR INC CL A | $1,571 | 0.00% | 17 | -1 | -5.6% | -$92 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $1,580 | 0.00% | 6 | -9 | -60.0% | -$2,370 | 减仓 |
| GGG | GRACO INC COM | $1,588 | 0.00% | 21 | -1 | -4.5% | -$76 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $1,592 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CL A | $1,603 | 0.00% | 28 | -1 | -3.4% | -$57 | 减仓 |
| SFM | SPROUTS FMRS MKT INC COM | $1,607 | 0.00% | 19 | -15 | -44.1% | -$1,269 | 减仓 |
| CMS | CMS ENERGY CORP COM | $1,607 | 0.00% | 21 | -2 | -8.7% | -$153 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $1,607 | 0.00% | 44 | -1 | -2.2% | -$37 | 减仓 |
| CART | MAPLEBEAR INC COM | $1,610 | 0.00% | 34 | 15 | 78.9% | $710 | 加仓 |