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 |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | $8,927.52万 | 11.25% | 241,262 | 65,572 | 37.3% | $2,426.39万 | 加仓 |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $6,991.96万 | 8.81% | 694,542 | 34,071 | 5.2% | $342.99万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $6,151.18万 | 7.75% | 863,323 | 81,156 | 10.4% | $578.24万 | 加仓 |
| AVUS | Avantis US Equity ETF | $5,770.69万 | 7.27% | 450,553 | 48,461 | 12.1% | $620.69万 | 加仓 |
| BND | Vanguard Total Bond Market ETF | $5,349.66万 | 6.74% | 728,737 | 98,645 | 15.7% | $724.15万 | 加仓 |
| IGSB | iShares Short-Term Corporate Bond ETF | $5,175.04万 | 6.52% | 987,415 | 174,539 | 21.5% | $914.76万 | 加仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $5,074.42万 | 6.40% | 613,965 | 133,376 | 27.8% | $1,102.35万 | 加仓 |
| IAGG | iShares Core International Aggregate Bond ETF | $4,452.90万 | 5.61% | 880,019 | 117,195 | 15.4% | $593.01万 | 加仓 |
| — | Dimensional U.S. Core Equity 2 ETF | $3,968.78万 | 5.00% | 894,699 | 81,224 | 10.0% | $360.30万 | 加仓 |
| FQAL | Fidelity Quality Factor ETF | $3,452.99万 | 4.35% | 424,404 | 55,976 | 15.2% | $455.43万 | 加仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $3,099.98万 | 3.91% | 622,737 | 127,055 | 25.6% | $632.48万 | 加仓 |
| AVDE | Avantis International Equity ETF | $1,736.28万 | 2.19% | 194,650 | 26,033 | 15.4% | $232.21万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $1,687.81万 | 2.13% | 282,762 | 38,938 | 16.0% | $232.42万 | 加仓 |
| — | Dimensional US High Profitability ETF | $1,325.55万 | 1.67% | 317,648 | 32,070 | 11.2% | $133.83万 | 加仓 |
| ESGD | iShares MSCI EAFE ESG Select ETF | $864.26万 | 1.09% | 84,064 | 5,177 | 6.6% | $53.22万 | 加仓 |
| VGSH | Vanguard Short-Term Government Bond ETF | $836.08万 | 1.05% | 143,656 | 96,040 | 201.7% | $558.95万 | 加仓 |
| SUSB | iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $732.27万 | 0.92% | 293,026 | 33,826 | 13.1% | $84.53万 | 加仓 |
| ESGV | Vanguard ESG U.S. Stock ETF | $724.13万 | 0.91% | 54,759 | 117 | 0.2% | $1.55万 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US ETF | $710.91万 | 0.90% | 84,885 | 54,869 | 182.8% | $459.53万 | 加仓 |
| VOO | Vanguard 500 Index Fund ETF | $644.86万 | 0.81% | 9,389 | 26 | 0.3% | $1.79万 | 加仓 |
| DIHP | Dimensional International High Profitability ETF | $575.00万 | 0.72% | 168,499 | 25,958 | 18.2% | $88.58万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $539.71万 | 0.68% | 7,227 | 4 | 0.1% | $2,987 | 加仓 |
| VTIP | Vanguard Short Term Inflation Protected Securities | $515.67万 | 0.65% | 102,663 | 50,498 | 96.8% | $253.65万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $510.89万 | 0.64% | 24,011 | 40 | 0.2% | $8,511 | 加仓 |
| BSV | Vanguard Short Term Bond Index ETF | $492.16万 | 0.62% | 63,170 | -2,575 | -3.9% | -$20.06万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $459.20万 | 0.58% | 6,132 | 2,817 | 85.0% | $210.96万 | 加仓 |
| AGG | iShares Core US Aggregate Bond ETF | $448.23万 | 0.57% | 45,285 | 454 | 1.0% | $4.49万 | 加仓 |
| ESGE | iShares MSCI EM ESG Select ETF | $415.46万 | 0.52% | 75,966 | 1,830 | 2.5% | $10.01万 | 加仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $406.02万 | 0.51% | 158,108 | 158,108 | — | $406.02万 | 新建仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $369.83万 | 0.47% | 46,796 | -1,052 | -2.2% | -$8.31万 | 减仓 |
| AAPL | Apple | $368.42万 | 0.46% | 12,732 | 1,181 | 10.2% | $34.17万 | 加仓 |
| VSGX | Vanguard ESG International Stock ETF | $339.18万 | 0.43% | 41,193 | 276 | 0.7% | $2.27万 | 加仓 |
| VCEB | Vanguard ESG U.S. Corporate Bond ETF | $306.61万 | 0.39% | 48,855 | 526 | 1.1% | $3.30万 | 加仓 |
| BIV | Vanguard Intermediate-Term Bond ETF | $305.39万 | 0.38% | 39,816 | 10,301 | 34.9% | $79.01万 | 加仓 |
| DFAU | Dimensional US Core Equity Market ETF | $300.40万 | 0.38% | 58,116 | 355 | 0.6% | $1.83万 | 加仓 |
| SMMD | iShares Russell 2500 ETF | $283.48万 | 0.36% | 30,938 | -1,368 | -4.2% | -$12.53万 | 减仓 |
| FREL | Fidelity MSCI Real Estate Index ETF | $239.66万 | 0.30% | 81,795 | 11,363 | 16.1% | $33.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $223.12万 | 0.28% | 11,151 | 435 | 4.1% | $8.70万 | 加仓 |
| VLU | SPDR S&P 1500 Value Tilt ETF | $220.37万 | 0.28% | 9,251 | 8,974 | 3,239.7% | $213.77万 | 加仓 |
| IEFA | iShares Core MSCI EAFE Fund ETF | $151.60万 | 0.19% | 15,696 | 250 | 1.6% | $2.41万 | 加仓 |
| JFLX | JPMorgan Flexible Debt ETF | $138.28万 | 0.17% | 27,436 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total International Stock ETF | $136.57万 | 0.17% | 15,975 | -670 | -4.0% | -$5.73万 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC COM | $122.38万 | 0.15% | 43,105 | 0 | 0.0% | — | 不变 |
| EFV | iShares MSCI EAFE Value ETF | $112.14万 | 0.14% | 14,649 | 6,476 | 79.2% | $49.57万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $95.02万 | 0.12% | 1,899 | 1 | 0.1% | $500 | 加仓 |
| QQQ | Invesco PowerShares QQQ Trust | $79.32万 | 0.10% | 1,077 | 1 | 0.1% | $736 | 加仓 |
| SPSM | SPDR Portfolio S&P 600 Small Cap ETF | $77.90万 | 0.10% | 13,508 | 12,448 | 1,174.3% | $71.79万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $73.07万 | 0.09% | 7,578 | 28 | 0.4% | $2,700 | 加仓 |
| AVEM | Avantis Emerging Markets Equity ETF | $71.30万 | 0.09% | 7,390 | -271 | -3.5% | -$2.61万 | 减仓 |
| MSFT | Microsoft | $71.13万 | 0.09% | 1,907 | -392 | -17.1% | -$14.62万 | 减仓 |
| DFAI | Dimensional International Core Equity Market ETF | $68.65万 | 0.09% | 16,642 | 46 | 0.3% | $1,898 | 加仓 |
| DFIC | Dimensional International Core Equity 2 ETF | $61.16万 | 0.08% | 16,415 | 138 | 0.8% | $5,142 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $61.01万 | 0.08% | 3,714 | -1,311 | -26.1% | -$21.54万 | 减仓 |
| SUB | iShares Short-Term National Muni Bond ETF | $60.93万 | 0.08% | 5,722 | 2,162 | 60.7% | $23.02万 | 加仓 |
| GVI | iShares Intermediate Gov/Credit Bond ETF | $60.22万 | 0.08% | 5,676 | 1 | 0.0% | $106 | 加仓 |
| — | DFA US Real Estate ETF | $58.29万 | 0.07% | 22,282 | 21 | 0.1% | $549 | 加仓 |
| DBEF | XTrackers MSCI EAFE Hedged Equity ETF | $55.19万 | 0.07% | 10,103 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $53.82万 | 0.07% | 2,258 | -433 | -16.1% | -$10.32万 | 减仓 |
| GOOG | Alphabet Class C | $51.06万 | 0.06% | 1,445 | -338 | -19.0% | -$11.94万 | 减仓 |
| SCHM | Schwab US Mid-Cap ETF | $51.02万 | 0.06% | 13,838 | 41 | 0.3% | $1,512 | 加仓 |
| LLY | ELI LILLY & CO COM | $50.32万 | 0.06% | 420 | 17 | 4.2% | $2.04万 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $46.39万 | 0.06% | 2,936 | 2 | 0.1% | $316 | 加仓 |
| VSS | Vanguard FTSE All World ex- US Small Cap ETF | $44.76万 | 0.06% | 2,901 | 2,873 | 10,260.7% | $44.32万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $43.90万 | 0.06% | 2,014 | -14,569 | -87.9% | -$317.55万 | 减仓 |
| — | Invesco Nasdaq Biotechnology ETF | $41.05万 | 0.05% | 12,570 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co. | $40.47万 | 0.05% | 1,236 | 35 | 2.9% | $1.15万 | 加仓 |
| GOOGL | Alphabet Class A | $39.74万 | 0.05% | 1,112 | -303 | -21.4% | -$10.83万 | 减仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $39.50万 | 0.05% | 19,276 | 0 | 0.0% | — | 不变 |
| IEMG | iShares Core MSCI Emerging Markers ETF | $38.19万 | 0.05% | 4,610 | 35 | 0.8% | $2,900 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $36.56万 | 0.05% | 1,440 | 111 | 8.4% | $2.82万 | 加仓 |
| ABBV | Abbvie Inc | $36.03万 | 0.05% | 1,432 | 4 | 0.3% | $1,006 | 加仓 |
| IWN | iShares Russell 2000 Value ETF | $35.16万 | 0.04% | 1,589 | 0 | 0.0% | — | 不变 |
| MBB | iShares MBS ETF | $33.26万 | 0.04% | 3,519 | 0 | 0.0% | — | 不变 |
| — | Dimensional US Core Equity 1 ETF | $32.56万 | 0.04% | 3,972 | 0 | 0.0% | — | 不变 |
| V | Visa | $31.36万 | 0.04% | 914 | 114 | 14.2% | $3.91万 | 加仓 |
| LOW | Lowes Inc. | $30.41万 | 0.04% | 1,379 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $27.70万 | 0.03% | 914 | 1 | 0.1% | $303 | 加仓 |
| AVGO | BROADCOM INC COM | $27.39万 | 0.03% | 725 | 27 | 3.9% | $1.02万 | 加仓 |
| META | Facebook Inc. | $27.15万 | 0.03% | 482 | 71 | 17.3% | $4.00万 | 加仓 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $26.53万 | 0.03% | 3,225 | -2,736 | -45.9% | -$22.51万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $26.20万 | 0.03% | 227 | 12 | 5.6% | $1.39万 | 加仓 |
| WMT | WALMART INC COM | $26.09万 | 0.03% | 2,304 | -100 | -4.2% | -$1.13万 | 减仓 |
| VYMI | Vanguard International High Dividend | $25.08万 | 0.03% | 2,554 | 2 | 0.1% | $196 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $24.68万 | 0.03% | 4,898 | -141 | -2.8% | -$7,104 | 减仓 |
| — | Dimensional U.S. Targeted Value ETF | $23.23万 | 0.03% | 3,323 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $23.16万 | 0.03% | 229 | 2 | 0.9% | $2,023 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $22.44万 | 0.03% | 2,160 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $22.27万 | 0.03% | 1,419 | 1 | 0.1% | $157 | 加仓 |
| TSLA | TESLA INC COM | $22.04万 | 0.03% | 524 | 63 | 13.7% | $2.65万 | 加仓 |
| MRK | MERCK & CO INC COM | $21.73万 | 0.03% | 1,691 | -16 | -0.9% | -$2,056 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $21.64万 | 0.03% | 1,583 | -73 | -4.4% | -$9,981 | 减仓 |
| BNDX | Vanguard Total International Bond Index ETF | $20.46万 | 0.03% | 4,225 | -6,394 | -60.2% | -$30.97万 | 减仓 |
| IJR | iShares S&P Small-Cap ETF | $20.17万 | 0.03% | 1,360 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $20.03万 | 0.03% | 553 | 8 | 1.5% | $2,898 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $18.67万 | 0.02% | 610 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $18.18万 | 0.02% | 313 | 67 | 27.2% | $3.89万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $18.15万 | 0.02% | 2,215 | -33 | -1.5% | -$2,704 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $17.85万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $17.83万 | 0.02% | 1,216 | 124 | 11.4% | $1.82万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $17.52万 | 0.02% | 3,463 | 49 | 1.4% | $2,478 | 加仓 |