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 |
|---|---|---|---|---|---|---|---|---|
| NWSA | NEWS CORP NEW CL A | $1,614 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD SHS | $1,617 | 0.00% | 32 | 31 | 3,100.0% | $1,566 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $1,629 | 0.00% | 121 | -4 | -3.2% | -$54 | 减仓 |
| ANDE | ANDERSONS INC COM | $1,642 | 0.00% | 24 | 9 | 60.0% | $616 | 加仓 |
| BCAL | CALIFORNIA BANCORP COM | $1,646 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $1,646 | 0.00% | 49 | 19 | 63.3% | $638 | 加仓 |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $1,649 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO COM | $1,656 | 0.00% | 17 | 1 | 6.2% | $97 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $1,657 | 0.00% | 19 | 7 | 58.3% | $610 | 加仓 |
| BXP | BXP INC COM | $1,658 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC COM | $1,670 | 0.00% | 20 | -1 | -4.8% | -$84 | 减仓 |
| UGI | UGI CORP NEW COM | $1,692 | 0.00% | 49 | -1 | -2.0% | -$35 | 减仓 |
| BEN | FRANKLIN RESOURCES INC COM | $1,697 | 0.00% | 51 | 4 | 8.5% | $133 | 加仓 |
| TOST | TOAST INC CL A | $1,697 | 0.00% | 61 | 26 | 74.3% | $723 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $1,701 | 0.00% | 8 | 1 | 14.3% | $213 | 加仓 |
| FLS | FLOWSERVE CORP COM | $1,706 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC COM | $1,719 | 0.00% | 36 | -15 | -29.4% | -$716 | 减仓 |
| HZO | MARINEMAX INC COM | $1,721 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO COM | $1,744 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $1,747 | 0.00% | 6 | -1 | -14.3% | -$291 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $1,760 | 0.00% | 14 | 5 | 55.6% | $629 | 加仓 |
| BIO | BIO RAD LABS INC CL A | $1,762 | 0.00% | 6 | 1 | 20.0% | $294 | 加仓 |
| SANM | SANMINA CORP COM | $1,772 | 0.00% | 7 | 7 | — | $1,772 | 新建仓 |
| REXR | REXFORD INDL RLTY INC COM | $1,776 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $1,795 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP COM | $1,795 | 0.00% | 76 | 21 | 38.2% | $496 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $1,797 | 0.00% | 73 | -2 | -2.7% | -$49 | 减仓 |
| WMK | WEIS MKTS INC COM | $1,801 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $1,813 | 0.00% | 25 | 14 | 127.3% | $1,015 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $1,814 | 0.00% | 25 | 1 | 4.2% | $73 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1,825 | 0.00% | 101 | 8 | 8.6% | $145 | 加仓 |
| NTR | NUTRIEN LTD COM | $1,826 | 0.00% | 29 | 13 | 81.2% | $819 | 加仓 |
| PSN | PARSONS CORP DEL COM | $1,834 | 0.00% | 35 | 1 | 2.9% | $52 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $1,840 | 0.00% | 14 | 12 | 600.0% | $1,577 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $1,845 | 0.00% | 126 | 54 | 75.0% | $791 | 加仓 |
| TRS | TRIMAS CORP COM NEW | $1,846 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1,856 | 0.00% | 29 | 12 | 70.6% | $768 | 加仓 |
| — | QORVO INC COM | $1,865 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $1,884 | 0.00% | 12 | 6 | 100.0% | $942 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $1,900 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC COM | $1,919 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC COM | $1,919 | 0.00% | 16 | 5 | 45.5% | $600 | 加仓 |
| IE | IVANHOE ELECTRIC INC COM | $1,922 | 0.00% | 200 | -46 | -18.7% | -$442 | 减仓 |
| ORI | OLD REP INTL CORP COM | $1,923 | 0.00% | 47 | -1 | -2.1% | -$41 | 减仓 |
| POOL | POOL CORP COM | $1,934 | 0.00% | 9 | -3 | -25.0% | -$645 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $1,939 | 0.00% | 120 | 50 | 71.4% | $808 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $1,949 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $1,953 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $1,957 | 0.00% | 37 | -15 | -28.8% | -$793 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $1,962 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC COM | $1,978 | 0.00% | 11 | 2 | 22.2% | $360 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $1,986 | 0.00% | 80 | -3 | -3.6% | -$74 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $1,990 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC COM | $1,996 | 0.00% | 50 | -2 | -3.8% | -$80 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC COM | $2,003 | 0.00% | 28 | 28 | — | $2,003 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC COM | $2,055 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $2,057 | 0.00% | 116 | 12 | 11.5% | $213 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $2,057 | 0.00% | 11 | 10 | 1,000.0% | $1,870 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $2,068 | 0.00% | 10 | 1 | 11.1% | $207 | 加仓 |
| VOYA | VOYA FINANCIAL INC COM | $2,082 | 0.00% | 23 | 1 | 4.5% | $91 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $2,088 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW COM | $2,094 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MG | MISTRAS GROUP INC COM | $2,096 | 0.00% | 120 | 120 | — | $2,096 | 新建仓 |
| PLXS | PLEXUS CORP COM | $2,105 | 0.00% | 7 | -16 | -69.6% | -$4,811 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $2,107 | 0.00% | 88 | 39 | 79.6% | $934 | 加仓 |
| RVTY | REVVITY INC COM | $2,114 | 0.00% | 19 | -1 | -5.0% | -$111 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2,115 | 0.00% | 19 | 6 | 46.2% | $668 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC COMMON STOCK | $2,124 | 0.00% | 40 | 40 | — | $2,124 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $2,136 | 0.00% | 41 | 2 | 5.1% | $104 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $2,137 | 0.00% | 33 | 33 | — | $2,137 | 新建仓 |
| PNR | PENTAIR PLC SHS | $2,144 | 0.00% | 28 | -41 | -59.4% | -$3,139 | 减仓 |
| MUSA | MURPHY USA INC COM | $2,155 | 0.00% | 4 | -1 | -20.0% | -$539 | 减仓 |
| E | ENI SPA SPONSORED ADR | $2,156 | 0.00% | 46 | 46 | — | $2,156 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC COM | $2,160 | 0.00% | 19 | 1 | 5.6% | $114 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $2,174 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC SPONSORED ADS | $2,178 | 0.00% | 17 | 7 | 70.0% | $897 | 加仓 |
| FE | FIRSTENERGY CORP COM | $2,187 | 0.00% | 46 | 20 | 76.9% | $951 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $2,195 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC COM NEW | $2,195 | 0.00% | 27 | 26 | 2,600.0% | $2,114 | 加仓 |
| SO | SOUTHERN CO COM | $2,201 | 0.00% | 23 | -59 | -72.0% | -$5,646 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $2,202 | 0.00% | 114 | 42 | 58.3% | $811 | 加仓 |
| SCI | SERVICE CORP INTL COM | $2,203 | 0.00% | 29 | -1 | -3.3% | -$76 | 减仓 |
| GOLD | GOLD COM INC COM | $2,205 | 0.00% | 53 | 53 | — | $2,205 | 新建仓 |
| LVS | Las Vegas Sands Corp | $2,217 | 0.00% | 48 | 14 | 41.2% | $647 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $2,220 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC COM | $2,231 | 0.00% | 41 | 2 | 5.1% | $109 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $2,253 | 0.00% | 8 | 3 | 60.0% | $845 | 加仓 |
| AYI | ACUITY INC COM | $2,260 | 0.00% | 6 | 1 | 20.0% | $377 | 加仓 |
| LEN | LENNAR CORP CL A | $2,262 | 0.00% | 25 | 2 | 8.7% | $181 | 加仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $2,268 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $2,271 | 0.00% | 143 | 5 | 3.6% | $79 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $2,273 | 0.00% | 21 | -25 | -54.3% | -$2,706 | 减仓 |
| CLX | CLOROX CO DEL COM | $2,291 | 0.00% | 24 | 1 | 4.3% | $95 | 加仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $2,292 | 0.00% | 73 | 73 | — | $2,292 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $2,294 | 0.00% | 484 | -1 | -0.2% | -$5 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $2,302 | 0.00% | 18 | 8 | 80.0% | $1,023 | 加仓 |
| GL | GLOBE LIFE INC COM | $2,323 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC COM | $2,328 | 0.00% | 162 | 132 | 440.0% | $1,897 | 加仓 |
| BELFA | BEL FUSE INC CL A | $2,330 | 0.00% | 8 | 3 | 60.0% | $874 | 加仓 |
| TECH | BIO-TECHNE CORP COM | $2,331 | 0.00% | 33 | -2 | -5.7% | -$141 | 减仓 |