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 |
|---|---|---|---|---|---|---|---|---|
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2,115 | 0.00% | 87 | -36 | -29.3% | -$875 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $2,129 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP COM SHS | $2,148 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $2,159 | 0.00% | 13 | 2 | 18.2% | $332 | 加仓 |
| KMX | CARMAX INC COM | $2,162 | 0.00% | 52 | 1 | 2.0% | $42 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $2,184 | 0.00% | 24 | -22 | -47.8% | -$2,002 | 减仓 |
| MDB | MONGODB INC CL A | $2,203 | 0.00% | 9 | 1 | 12.5% | $245 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $2,217 | 0.00% | 12 | 2 | 20.0% | $370 | 加仓 |
| BAX | BAXTER INTL INC COM | $2,218 | 0.00% | 132 | 3 | 2.3% | $50 | 加仓 |
| CNXN | PC CONNECTION INC COM | $2,221 | 0.00% | 38 | 38 | — | $2,221 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP COM | $2,237 | 0.00% | 13 | 1 | 8.3% | $172 | 加仓 |
| CLS | CELESTICA INC COM | $2,253 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $2,256 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC COM | $2,268 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL COM | $2,292 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC COM | $2,293 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $2,300 | 0.00% | 140 | 93 | 197.9% | $1,528 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $2,314 | 0.00% | 7 | 1 | 16.7% | $331 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $2,334 | 0.00% | 11 | 3 | 37.5% | $637 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $2,341 | 0.00% | 108 | -228 | -67.9% | -$4,942 | 减仓 |
| RACE | FERRARI N V COM | $2,369 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC COM | $2,374 | 0.00% | 40 | 40 | — | $2,374 | 新建仓 |
| CLX | CLOROX CO DEL COM | $2,383 | 0.00% | 23 | 1 | 4.5% | $104 | 加仓 |
| AA | ALCOA CORP COM | $2,388 | 0.00% | 36 | 5 | 16.1% | $332 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $2,392 | 0.00% | 67 | 2 | 3.1% | $71 | 加仓 |
| NDSN | NORDSON CORP COM | $2,395 | 0.00% | 9 | 1 | 12.5% | $266 | 加仓 |
| VMI | VALMONT INDS INC COM | $2,397 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD SPON ADR 1 SH | $2,398 | 0.00% | 1,131 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP COM | $2,406 | 0.00% | 21 | -18 | -46.2% | -$2,062 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $2,415 | 0.00% | 36 | 1 | 2.9% | $67 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $2,416 | 0.00% | 34 | 2 | 6.2% | $142 | 加仓 |
| HUM | HUMANA INC COM | $2,427 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $2,428 | 0.00% | 12 | 1 | 9.1% | $202 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $2,428 | 0.00% | 30 | -1 | -3.2% | -$81 | 减仓 |
| LEN/B | LENNAR CORP CL B | $2,439 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $2,439 | 0.00% | 18 | 10 | 125.0% | $1,355 | 加仓 |
| PPC | PILGRIMS PRIDE CORP COM | $2,454 | 0.00% | 65 | 3 | 4.8% | $113 | 加仓 |
| MUSA | MURPHY USA INC COM | $2,470 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $2,471 | 0.00% | 63 | 3 | 5.0% | $118 | 加仓 |
| SCI | SERVICE CORP INTL COM | $2,475 | 0.00% | 30 | 2 | 7.1% | $165 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $2,486 | 0.00% | 27 | 6 | 28.6% | $552 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2,489 | 0.00% | 19 | -13 | -40.6% | -$1,703 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $2,491 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $2,534 | 0.00% | 27 | 1 | 3.8% | $94 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $2,539 | 0.00% | 35 | 1 | 2.9% | $73 | 加仓 |
| MRNA | MODERNA INC COM | $2,540 | 0.00% | 50 | 2 | 4.2% | $102 | 加仓 |
| SNA | SNAP ON INC COM | $2,543 | 0.00% | 7 | 1 | 16.7% | $363 | 加仓 |
| BBY | BEST BUY INC COM | $2,568 | 0.00% | 40 | 5 | 14.3% | $321 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $2,578 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2,585 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $2,586 | 0.00% | 115 | 12 | 11.7% | $270 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $2,591 | 0.00% | 12 | 1 | 9.1% | $216 | 加仓 |
| FN | FABRINET SHS | $2,608 | 0.00% | 5 | 3 | 150.0% | $1,565 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $2,622 | 0.00% | 34 | 1 | 3.0% | $77 | 加仓 |
| PEN | PENUMBRA INC COM | $2,627 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $2,635 | 0.00% | 20 | 1 | 5.3% | $132 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $2,637 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP COM | $2,642 | 0.00% | 158 | 4 | 2.6% | $67 | 加仓 |
| IEX | IDEX CORP COM | $2,654 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PKE | PARK AEROSPACE CORP COM | $2,656 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $2,671 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD SHS | $2,675 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $2,691 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC COM | $2,717 | 0.00% | 23 | -1 | -4.2% | -$118 | 减仓 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $2,732 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $2,756 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $2,762 | 0.00% | 14 | 3 | 27.3% | $592 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2,765 | 0.00% | 14 | -10 | -41.7% | -$1,975 | 减仓 |
| TRU | TRANSUNION COM | $2,768 | 0.00% | 40 | 1 | 2.6% | $69 | 加仓 |
| INSM | INSMED INC COM PAR $.01 | $2,780 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $2,786 | 0.00% | 14 | 4 | 40.0% | $796 | 加仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $2,797 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP COM | $2,846 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $2,850 | 0.00% | 25 | 1 | 4.2% | $114 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $2,889 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $2,896 | 0.00% | 168 | 10 | 6.3% | $172 | 加仓 |
| QAI | IQ Hedge Multi-Strategy Tracker ETF | $2,902 | 0.00% | 85 | 1 | 1.2% | $34 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $2,902 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| IE | IVANHOE ELECTRIC INC COM | $2,908 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| CPAY | FleetCor Technologies | $2,910 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW COM | $2,913 | 0.00% | 36 | 1 | 2.9% | $81 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $2,918 | 0.00% | 21 | 1 | 5.0% | $139 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $2,921 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $2,978 | 0.00% | 10 | 5 | 100.0% | $1,489 | 加仓 |
| VVX | V2X INC COM | $3,014 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $3,020 | 0.00% | 24 | 3 | 14.3% | $378 | 加仓 |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $3,024 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $3,041 | 0.00% | 52 | 29 | 126.1% | $1,696 | 加仓 |
| LFUS | LITTELFUSE INC COM | $3,054 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $3,064 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $3,095 | 0.00% | 35 | 1 | 2.9% | $88 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $3,100 | 0.00% | 17 | 2 | 13.3% | $365 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $3,107 | 0.00% | 67 | 44 | 191.3% | $2,040 | 加仓 |
| PCG | PG&E CORP COM | $3,110 | 0.00% | 177 | 8 | 4.7% | $141 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $3,136 | 0.00% | 15 | 1 | 7.1% | $209 | 加仓 |
| RMD | RESMED INC COM | $3,143 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ASLE | AERSALE CORPORATION COM | $3,185 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| — | ALDEYRA THERAPEUTICS INC COM | $3,206 | 0.00% | 1,897 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC COM | $3,210 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $3,213 | 0.00% | 19 | -1 | -5.0% | -$169 | 减仓 |