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 |
|---|---|---|---|---|---|---|---|---|
| WWD | WOODWARD INC COM | $358 | 0.00% | 1 | 1 | — | $358 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $358 | 0.00% | 2 | 2 | — | $358 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $356 | 0.00% | 7 | 1 | 16.7% | $51 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $354 | 0.00% | 51 | 4 | 8.5% | $28 | 加仓 |
| RGEN | REPLIGEN CORP COM | $353 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $351 | 0.00% | 1 | 1 | — | $351 | 新建仓 |
| STNE | STONECO LTD COM CL A | $339 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC COM | $339 | 0.00% | 1 | 1 | — | $339 | 新建仓 |
| U | UNITY SOFTWARE INC COM | $329 | 0.00% | 15 | 2 | 15.4% | $44 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $329 | 0.00% | 3 | -101 | -97.1% | -$1.11万 | 重新持有 |
| BWA | BORGWARNER INC COM | $326 | 0.00% | 6 | 6 | — | $326 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS COM | $323 | 0.00% | 1 | -4 | -80.0% | -$1,292 | 重新持有 |
| AMCR | AMCOR PLC COM NEW | $318 | 0.00% | 8 | 8 | — | $318 | 新建仓 |
| BBWI | BATH & BODY WORKS INC COM | $317 | 0.00% | 17 | 1 | 6.2% | $19 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $315 | 0.00% | 7 | 7 | — | $315 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $311 | 0.00% | 2 | 2 | — | $311 | 新建仓 |
| RS | RELIANCE INC COM | $304 | 0.00% | 1 | 1 | — | $304 | 新建仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $303 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC CL A | $302 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $302 | 0.00% | 1 | 1 | — | $302 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $299 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC CL A | $298 | 0.00% | 8 | 1 | 14.3% | $37 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $297 | 0.00% | 1 | 1 | — | $297 | 新建仓 |
| SF | STIFEL FINL CORP COM | $296 | 0.00% | 4 | 4 | — | $296 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $293 | 0.00% | 49 | 2 | 4.3% | $12 | 加仓 |
| LEGN | LEGEND BIOTECH CORP SPONSORED ADS | $289 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $289 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC COM | $287 | 0.00% | 1 | 1 | — | $287 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $286 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC COM | $286 | 0.00% | 12 | 12 | — | $286 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $278 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $274 | 0.00% | 1 | 1 | — | $274 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP COM | $274 | 0.00% | 12 | 12 | — | $274 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $268 | 0.00% | 5 | 1 | 25.0% | $54 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $265 | 0.00% | 1 | 1 | — | $265 | 新建仓 |
| FIVN | FIVE9 INC COM | $258 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP COM NEW | $258 | 0.00% | 15 | 1 | 7.1% | $17 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $256 | 0.00% | 12 | 12 | — | $256 | 新建仓 |
| BOKF | BOK FINL CORP COM NEW | $256 | 0.00% | 2 | 2 | — | $256 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $255 | 0.00% | 2 | 2 | — | $255 | 新建仓 |
| J | Jacobs Engineering Group | $255 | 0.00% | 2 | 2 | — | $255 | 新建仓 |
| AR | ANTERO RESOURCES CORP COM | $255 | 0.00% | 6 | 6 | — | $255 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $255 | 0.00% | 3 | 3 | — | $255 | 新建仓 |
| RXO | RXO INC COMMON STOCK | $249 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $246 | 0.00% | 3 | 3 | — | $246 | 新建仓 |
| FTAI | FTAI AVIATION LTD SHS | $245 | 0.00% | 1 | 1 | — | $245 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC COM | $244 | 0.00% | 21 | 1 | 5.0% | $12 | 加仓 |
| NXT | NEXTPOWER INC CLASS A COM | $241 | 0.00% | 2 | 2 | — | $241 | 新建仓 |
| TAL | TAL ED GROUP SPONSORED ADS | $239 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC COM | $236 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $234 | 0.00% | 2 | 2 | — | $234 | 新建仓 |
| AGCO | AGCO CORP COM | $232 | 0.00% | 2 | 2 | — | $232 | 新建仓 |
| SAM | BOSTON BEER INC CL A | $230 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $230 | 0.00% | 4 | 4 | — | $230 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $228 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY SPON ADR | $227 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO COM | $225 | 0.00% | 34 | 4 | 13.3% | $26 | 加仓 |
| INGR | INGREDION INC COM | $225 | 0.00% | 2 | 2 | — | $225 | 新建仓 |
| HL | HECLA MINING COMPANY COM | $224 | 0.00% | 12 | 12 | — | $224 | 新建仓 |
| MLI | MUELLER INDS INC COM | $222 | 0.00% | 2 | 2 | — | $222 | 新建仓 |
| TREX | TREX INC COM | $219 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $219 | 0.00% | 3 | 3 | — | $219 | 新建仓 |
| AIZ | ASSURANT INC COM | $218 | 0.00% | 1 | 1 | — | $218 | 新建仓 |
| MOD | MODINE MFG CO COM | $217 | 0.00% | 1 | 1 | — | $217 | 新建仓 |
| OMF | ONEMAIN HLDGS INC COM | $214 | 0.00% | 4 | 4 | — | $214 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $213 | 0.00% | 3 | 3 | — | $213 | 新建仓 |
| SN | SHARKNINJA INC COM SHS | $212 | 0.00% | 2 | -2 | -50.0% | -$212 | 重新持有 |
| MTG | MGIC INVT CORP WIS COM | $210 | 0.00% | 8 | 8 | — | $210 | 新建仓 |
| — | LEGGETT & PLATT INC COM | $207 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS COM | $206 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $206 | 0.00% | 5 | 5 | — | $206 | 新建仓 |
| ONTO | ONTO INNOVATION INC COM | $205 | 0.00% | 1 | 1 | — | $205 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $204 | 0.00% | 1 | 1 | — | $204 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $203 | 0.00% | 2 | 2 | — | $203 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP COM | $202 | 0.00% | 2 | 2 | — | $202 | 新建仓 |
| ENSG | ENSIGN GROUP INC COM | $202 | 0.00% | 1 | 1 | — | $202 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $197 | 0.00% | 4 | 4 | — | $197 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $197 | 0.00% | 1 | 1 | — | $197 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $196 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC ORD SHS A | $196 | 0.00% | 4 | 4 | — | $196 | 新建仓 |
| VRNS | VARONIS SYS INC COM | $193 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP COM | $193 | 0.00% | 2 | 2 | — | $193 | 新建仓 |
| COKE | COCA COLA CONS INC COM | $192 | 0.00% | 1 | 1 | — | $192 | 新建仓 |
| ITT | ITT INC COM | $191 | 0.00% | 1 | 1 | — | $191 | 新建仓 |
| URBN | URBAN OUTFITTERS INC COM | $190 | 0.00% | 3 | 3 | — | $190 | 新建仓 |
| MTDR | MATADOR RES CO COM | $190 | 0.00% | 3 | 3 | — | $190 | 新建仓 |
| ROKU | ROKU INC COM CL A | $189 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $189 | 0.00% | 6 | 6 | — | $189 | 新建仓 |
| EXP | EAGLE MATLS INC COM | $189 | 0.00% | 1 | 1 | — | $189 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $189 | 0.00% | 1 | 1 | — | $189 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $188 | 0.00% | 1 | 1 | — | $188 | 新建仓 |
| GLIBK | LIBERTY CAP CORP SER C GCI GROUP | $186 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $186 | 0.00% | 5 | 5 | — | $186 | 新建仓 |
| SSB | SOUTHSTATE BK CORP COM | $185 | 0.00% | 2 | 2 | — | $185 | 新建仓 |
| CMC | COMMERCIAL METALS CO COM | $184 | 0.00% | 3 | 3 | — | $184 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $180 | 0.00% | 3 | 3 | — | $180 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $179 | 0.00% | 4 | 4 | — | $179 | 新建仓 |
| FCN | FTI CONSULTING INC COM | $177 | 0.00% | 1 | 1 | — | $177 | 新建仓 |
| NVCR | NOVOCURE LTD ORD SHS | $174 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $174 | 0.00% | 8 | 0 | 0.0% | — | 不变 |