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 |
|---|---|---|---|---|---|---|---|---|
| FTRE | FORTREA HLDGS INC COMMON STOCK | $52 | 0.00% | 3 | -12 | -80.0% | -$208 | 减仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC SHS | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HAYW | HAYWARD HLDGS INC COM | $52 | 0.00% | 3 | 2 | 200.0% | $35 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $52 | 0.00% | 3 | 3 | — | $52 | 新建仓 |
| WHD | CACTUS INC CL A | $51 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $51 | 0.00% | 2 | 2 | — | $51 | 新建仓 |
| MTDR | MATADOR RES CO COM | $50 | 0.00% | 1 | -2 | -66.7% | -$100 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STK | $50 | 0.00% | 2 | 2 | — | $50 | 新建仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $49 | 0.00% | 10 | -12 | -54.5% | -$59 | 减仓 |
| WLY | WILEY JOHN & SONS INC CL A | $49 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $48 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM HLDGS INC COM | $47 | 0.00% | 1 | 1 | — | $47 | 新建仓 |
| SLGN | SILGAN HLDGS INC COM | $46 | 0.00% | 1 | -3 | -75.0% | -$138 | 减仓 |
| TRMK | TRUSTMARK CORP COM | $46 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $45 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP COM | $45 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP COM | $44 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC CL A | $44 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC COM | $43 | 0.00% | 1 | -1 | -50.0% | -$43 | 减仓 |
| BGC | BGC GROUP INC CL A | $43 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP COM | $43 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PACS | PACS GROUP INC COM SHS | $43 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $42 | 0.00% | 1 | -17 | -94.4% | -$714 | 减仓 |
| MAT | MATTEL INC COM | $42 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC COM | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $41 | 0.00% | 3 | -4 | -57.1% | -$55 | 减仓 |
| AVA | AVISTA CORP COM | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $41 | 0.00% | 1 | 1 | — | $41 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $41 | 0.00% | 2 | 2 | — | $41 | 新建仓 |
| OLN | OLIN CORP COM PAR $1 | $40 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC COM | $40 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC COM | $39 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $39 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $39 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SDRL | SEADRILL LTD COM | $38 | 0.00% | 1 | -27 | -96.4% | -$1,026 | 减仓 |
| PLUG | PLUG PWR INC COM NEW | $38 | 0.00% | 14 | -53 | -79.1% | -$144 | 减仓 |
| HRB | BLOCK H & R INC COM | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RAMP | LIVERAMP HLDGS INC COM | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $37 | 0.00% | 1 | -2 | -66.7% | -$74 | 减仓 |
| COMP | COMPASS INC CL A | $37 | 0.00% | 3 | 3 | — | $37 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $36 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $35 | 0.00% | 6 | -22 | -78.6% | -$128 | 减仓 |
| IBRX | IMMUNITYBIO INC COM | $35 | 0.00% | 4 | 4 | — | $35 | 新建仓 |
| TRN | TRINITY INDS INC COM | $35 | 0.00% | 1 | 1 | — | $35 | 新建仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $34 | 0.00% | 3 | -2 | -40.0% | -$23 | 减仓 |
| FFBC | 1ST FINL BANCORP COM | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC COM CL A | $32 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC COM | $32 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $32 | 0.00% | 2 | 2 | — | $32 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $31 | 0.00% | 1 | -4 | -80.0% | -$124 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $31 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. COM | $31 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC COM | $30 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $30 | 0.00% | 3 | 3 | — | $30 | 新建仓 |
| SARO | STANDARDAERO INC COM | $30 | 0.00% | 1 | 1 | — | $30 | 新建仓 |
| DAN | DANA INC COM | $27 | 0.00% | 1 | -4 | -80.0% | -$108 | 减仓 |
| KMPR | KEMPER CORP COM | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC CL A | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC COM | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC COM | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $25 | 0.00% | 1 | -1 | -50.0% | -$25 | 减仓 |
| SPNT | SIRIUSPOINT LTD COM | $24 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $23 | 0.00% | 2 | -7 | -77.8% | -$80 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP COM | $23 | 0.00% | 4 | 4 | — | $23 | 新建仓 |
| GLIBK | LIBERTY CAP CORP SER C GCI GROUP | $22 | 0.00% | 1 | -4 | -80.0% | -$88 | 减仓 |
| GAP | GAP INC COM | $19 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GLOBAL BUSINESS TRAVEL GROUP COM CL A | $19 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC COM | $19 | 0.00% | 2 | 1 | 100.0% | $10 | 加仓 |
| S | SENTINELONE INC CL A | $17 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC COM | $16 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC COM | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC COM NEW | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC COM | $14 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC COM | $13 | 0.00% | 1 | -30 | -96.8% | -$390 | 减仓 |
| VISN | VISTANCE NETWORKS INC COM | $13 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TALO | TALOS ENERGY INC COM | $13 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP COM NEW | $12 | 0.00% | 1 | -14 | -93.3% | -$168 | 减仓 |
| MQ | MARQETA INC CL A COM | $12 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $11 | 0.00% | 1 | -1 | -50.0% | -$11 | 减仓 |
| CLVT | CLARIVATE PLC ORD SHS | $11 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $10 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC CLASS A COM | $10 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $10 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $9 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $8 | 0.00% | 1 | -3 | -75.0% | -$24 | 减仓 |
| ANGI | ANGI INC CL A NEW | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP COMMON STOCK | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ACWX | iShares MSCI ACWI ex US ETF | $0 | 0.00% | 0 | -55,029 | -100.0% | -$376.78万 | 清仓 |
| VUG | Vanguard Growth Index Fund | $0 | 0.00% | 0 | -27,282 | -100.0% | -$198.61万 | 清仓 |
| ARTY | iShares Future AI & Tech ETF | $0 | 0.00% | 0 | -981 | -100.0% | -$4.56万 | 清仓 |
| — | Templeton Emerging Markets Income Fund | $0 | 0.00% | 0 | -3,370 | -100.0% | -$2.03万 | 清仓 |
| — | PRAIRIE OPER CO COM | $0 | 0.00% | 0 | -2,685 | -100.0% | -$5,451 | 清仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $0 | 0.00% | 0 | -32 | -100.0% | -$4,053 | 清仓 |
| VVX | V2X INC COM | $0 | 0.00% | 0 | -44 | -100.0% | -$3,014 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$2,268 | 清仓 |
| CNXN | PC CONNECTION INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$2,221 | 清仓 |