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 |
|---|---|---|---|---|---|---|---|---|
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $1,196 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $1,186 | 0.00% | 45 | 5 | 12.5% | $132 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $1,181 | 0.00% | 12 | 2 | 20.0% | $197 | 加仓 |
| SNX | TD SYNNEX CORPORATION COM | $1,181 | 0.00% | 7 | 2 | 40.0% | $337 | 加仓 |
| BF/A | BROWN FORMAN CORP CL A | $1,179 | 0.00% | 44 | 1 | 2.3% | $27 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $1,172 | 0.00% | 14 | 2 | 16.7% | $167 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $1,168 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION COM | $1,168 | 0.00% | 10 | 1 | 11.1% | $117 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP COM | $1,166 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $1,145 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC COM | $1,144 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RVLV | REVOLVE GROUP INC CL A | $1,131 | 0.00% | 50 | -1 | -2.0% | -$23 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $1,131 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP COM | $1,127 | 0.00% | 23 | -267 | -92.1% | -$1.31万 | 减仓 |
| HAS | HASBRO INC COM | $1,123 | 0.00% | 12 | 2 | 20.0% | $187 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $1,119 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HCC | WARRIOR MET COAL INC COM | $1,118 | 0.00% | 12 | 1 | 9.1% | $93 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $1,111 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $1,110 | 0.00% | 47 | 4 | 9.3% | $94 | 加仓 |
| VLY | VALLEY NATL BANCORP COM | $1,105 | 0.00% | 90 | 7 | 8.4% | $86 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1,099 | 0.00% | 73 | 9 | 14.1% | $135 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $1,098 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM | $1,094 | 0.00% | 9 | 1 | 12.5% | $122 | 加仓 |
| BRZE | BRAZE INC COM CL A | $1,086 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $1,085 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $1,083 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC COM | $1,083 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ANDE | ANDERSONS INC COM | $1,077 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $1,076 | 0.00% | 3 | 1 | 50.0% | $359 | 加仓 |
| P | EVERPURE INC CL A | $1,063 | 0.00% | 18 | 2 | 12.5% | $118 | 加仓 |
| ECG | EVERUS CONSTR GROUP COM | $1,063 | 0.00% | 9 | 1 | 12.5% | $118 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $1,061 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $1,045 | 0.00% | 57 | 3 | 5.6% | $55 | 加仓 |
| NIC | NICOLET BANKSHARES INC COM | $1,040 | 0.00% | 7 | 7 | — | $1,040 | 新建仓 |
| SON | SONOCO PRODS CO COM | $1,028 | 0.00% | 19 | 1 | 5.6% | $54 | 加仓 |
| ALLE | ALLEGION PLC ORD SHS | $1,017 | 0.00% | 7 | 2 | 40.0% | $291 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $1,009 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC SPON ADS CL A | $1,005 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC COM | $1,003 | 0.00% | 10 | 1 | 11.1% | $100 | 加仓 |
| TRIP | TRIPADVISOR INC COM | $1,002 | 0.00% | 94 | 1 | 1.1% | $11 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $999 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| VPG | VISHAY PRECISION GROUP INC COM | $999 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD ADS | $996 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $996 | 0.00% | 21 | 1 | 5.0% | $47 | 加仓 |
| WIX | WIX COM LTD SHS | $991 | 0.00% | 11 | -10 | -47.6% | -$901 | 减仓 |
| AOS | SMITH A O CORP COM | $989 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC COM | $979 | 0.00% | 52 | 6 | 13.0% | $113 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $977 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $976 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC COM | $953 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO COM | $934 | 0.00% | 23 | 1 | 4.5% | $41 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $934 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $934 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $928 | 0.00% | 35 | 1 | 2.9% | $27 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $920 | 0.00% | 10 | 1 | 11.1% | $92 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $916 | 0.00% | 20 | 4 | 25.0% | $183 | 加仓 |
| TFSL | TFS FINL CORP COM | $913 | 0.00% | 65 | 2 | 3.2% | $28 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $913 | 0.00% | 3 | 1 | 50.0% | $304 | 加仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $910 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BELFA | BEL FUSE INC CL A | $901 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION COM | $900 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC COM | $898 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $894 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $881 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SAB DE CV SPON ADR NEW | $881 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $881 | 0.00% | 30 | 6 | 25.0% | $176 | 加仓 |
| RELL | RICHARDSON ELECTRS LTD COM | $876 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $874 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC COM | $871 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| XPRO | EXPRO GROUP HOLDINGS NV COM | $871 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $869 | 0.00% | 21 | 2 | 10.5% | $83 | 加仓 |
| MTRN | MATERION CORP COM | $868 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $867 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC CLASS A COM | $866 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | DIAMOND HILL INVT GROUP INC COM NEW | $861 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC COM CL A | $851 | 0.00% | 25 | 1 | 4.2% | $34 | 加仓 |
| MDU | MDU RES GROUP INC COM | $850 | 0.00% | 41 | 7 | 20.6% | $145 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $846 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $843 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW COM | $841 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FRST | PRIMIS FINANCIAL CORP COM | $837 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED COM | $837 | 0.00% | 7 | 1 | 16.7% | $120 | 加仓 |
| NTNX | NUTANIX INC CL A | $836 | 0.00% | 22 | 2 | 10.0% | $76 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $832 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD COM | $831 | 0.00% | 30 | 1 | 3.4% | $28 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $825 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALG | ALAMO GROUP INC COM | $825 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $823 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $823 | 0.00% | 7 | 1 | 16.7% | $118 | 加仓 |
| SFL | SFL CORPORATION LTD SHS | $820 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $817 | 0.00% | 36 | 1 | 2.9% | $23 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $813 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD COM | $812 | 0.00% | 8 | 2 | 33.3% | $203 | 加仓 |
| TRI | THOMSON REUTERS CORP COM | $810 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $804 | 0.00% | 43 | 2 | 4.9% | $37 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $801 | 0.00% | 8 | 2 | 33.3% | $200 | 加仓 |
| ETSY | ETSY INC COM | $800 | 0.00% | 16 | 1 | 6.7% | $50 | 加仓 |
| COLB | COLUMBIA BKG SYS INC COM | $795 | 0.00% | 29 | 2 | 7.4% | $55 | 加仓 |
| YELP | YELP INC CL A | $792 | 0.00% | 32 | 1 | 3.2% | $25 | 加仓 |
| SB | SAFE BULKERS INC COM | $791 | 0.00% | 125 | 0 | 0.0% | — | 不变 |