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 |
|---|---|---|---|---|---|---|---|---|
| XLC | Communication Services Select Sector SPDR Fund | $14.72万 | 0.02% | 1,328 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Trust | $14.51万 | 0.02% | 1,646 | -830 | -33.5% | -$7.32万 | 减仓 |
| — | Dimensional US Vector Equity ETF | $14.04万 | 0.02% | 2,366 | 6 | 0.3% | $356 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $14.02万 | 0.02% | 2,989 | 0 | 0.0% | — | 不变 |
| SCHV | Schwab US Large Cap Value ETF | $13.00万 | 0.02% | 4,262 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market ETF | $12.48万 | 0.02% | 4,974 | -274 | -5.2% | -$6,877 | 减仓 |
| XLY | Consumer Discretionary Select Sector SPDR Fund | $11.29万 | 0.02% | 1,036 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $11.10万 | 0.02% | 533 | 0 | 0.0% | — | 不变 |
| IWP | iShares Russell Mid-Cap Growth ETF | $10.81万 | 0.02% | 844 | 0 | 0.0% | — | 不变 |
| DFVX | Dimensional US Large Cap Vector ETF | $10.74万 | 0.02% | 1,446 | 5 | 0.3% | $371 | 加仓 |
| MA | Mastercard | $10.49万 | 0.02% | 210 | -128 | -37.9% | -$6.40万 | 减仓 |
| — | INVESCO S&P SPIN-OFF ETF | $10.39万 | 0.02% | 922 | 0 | 0.0% | — | 不变 |
| VFH | Vanguard Financials ETF | $10.24万 | 0.02% | 848 | 0 | 0.0% | — | 不变 |
| LQD | iShares IBOXX $ Investment Grade Corporate Bond ETF | $9.91万 | 0.02% | 910 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney | $9.90万 | 0.02% | 1,027 | 47 | 4.8% | $4,530 | 加仓 |
| EBAY | EBAY INC. COM | $9.10万 | 0.01% | 1,000 | 9 | 0.9% | $819 | 加仓 |
| DFSU | Dimensional US Sustainability Core 1 ETF | $8.96万 | 0.01% | 2,182 | 5 | 0.2% | $205 | 加仓 |
| FTSM | First Trust Enhanced Short Maturity ETF | $8.94万 | 0.01% | 1,495 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems | $8.87万 | 0.01% | 1,143 | 160 | 16.3% | $1.24万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $8.87万 | 0.01% | 857 | -147 | -14.6% | -$1.52万 | 减仓 |
| SCHA | Schwab US Small Cap ETF | $8.83万 | 0.01% | 3,035 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab International Equity ETF | $8.70万 | 0.01% | 3,514 | 0 | 0.0% | — | 不变 |
| XLI | Industrial Select Sector SPDR Fund | $8.65万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $8.31万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $8.28万 | 0.01% | 839 | 2 | 0.2% | $197 | 加仓 |
| HD | HOME DEPOT INC COM | $8.22万 | 0.01% | 250 | 31 | 14.2% | $1.02万 | 加仓 |
| USRT | iShares Core U.S. REIT ETF | $8.15万 | 0.01% | 1,377 | 5 | 0.4% | $296 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $8.12万 | 0.01% | 2,784 | 10 | 0.4% | $292 | 加仓 |
| CVX | Chevron | $8.09万 | 0.01% | 391 | 12 | 3.2% | $2,482 | 加仓 |
| VGT | Vanguard Information Technology ETF | $8.02万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| TOTL | SPDR Doubleline Total Return Tactical ETF | $7.95万 | 0.01% | 2,001 | -231 | -10.3% | -$9,178 | 减仓 |
| — | Dimensional U.S. Small Cap ETF | $7.93万 | 0.01% | 1,114 | 2 | 0.2% | $142 | 加仓 |
| UNH | UnitedHealth Group | $7.87万 | 0.01% | 291 | 10 | 3.6% | $2,706 | 加仓 |
| DFAX | Dimensional World Ex US Core Equity 2 ETF | $7.81万 | 0.01% | 2,300 | -18 | -0.8% | -$612 | 减仓 |
| BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | $7.66万 | 0.01% | 836 | 5 | 0.6% | $458 | 加仓 |
| XLV | Health Care Select Sector SPDR ETF | $7.65万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $7.55万 | 0.01% | 163 | 1 | 0.6% | $463 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $7.26万 | 0.01% | 215 | 1 | 0.5% | $338 | 加仓 |
| TIP | iShares TIPS Bond ETF | $6.85万 | 0.01% | 621 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $6.85万 | 0.01% | 712 | 12 | 1.7% | $1,154 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $6.73万 | 0.01% | 197 | 23 | 13.2% | $7,861 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $6.67万 | 0.01% | 1,174 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $6.52万 | 0.01% | 755 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $6.46万 | 0.01% | 849 | 135 | 18.9% | $1.03万 | 加仓 |
| CNI | Canadian National Railway | $6.44万 | 0.01% | 627 | 0 | 0.0% | — | 不变 |
| AXP | American Express | $6.40万 | 0.01% | 211 | 3 | 1.4% | $909 | 加仓 |
| FMB | First Trust Managed Municipal ETF | $6.29万 | 0.01% | 1,242 | 6 | 0.5% | $304 | 加仓 |
| BMY | Bristol Myers Squibb | $6.28万 | 0.01% | 1,035 | 11 | 1.1% | $667 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $6.22万 | 0.01% | 636 | 72 | 12.8% | $7,039 | 加仓 |
| VZ | Verizon Communications | $6.07万 | 0.01% | 1,209 | 197 | 19.5% | $9,893 | 加仓 |
| VLU | SPDR S&P 1500 Value Tilt ETF | $5.95万 | 0.01% | 277 | 1 | 0.4% | $215 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $5.94万 | 0.01% | 45 | -3 | -6.2% | -$3,962 | 减仓 |
| CAT | CATERPILLAR INC COM | $5.74万 | 0.01% | 81 | 22 | 37.3% | $1.56万 | 加仓 |
| COST | Costco Wholesale Corp | $5.58万 | 0.01% | 56 | 14 | 33.3% | $1.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $5.54万 | 0.01% | 164 | -5 | -3.0% | -$1,690 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $5.50万 | 0.01% | 227 | 50 | 28.2% | $1.21万 | 加仓 |
| PEP | PepsiCo | $5.50万 | 0.01% | 354 | 71 | 25.1% | $1.10万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $5.46万 | 0.01% | 296 | 1 | 0.3% | $184 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $5.28万 | 0.01% | 247 | -1 | -0.4% | -$214 | 减仓 |
| EIX | EDISON INTL COM | $5.23万 | 0.01% | 715 | 11 | 1.6% | $805 | 加仓 |
| ACN | Accenture PLC | $5.16万 | 0.01% | 260 | -16 | -5.8% | -$3,173 | 减仓 |
| RDVY | First Trust NASDAQ Rising Dividends Achievers Fund | $5.16万 | 0.01% | 755 | 105 | 16.2% | $7,169 | 加仓 |
| SPSM | SPDR Portfolio S&P 600 Small Cap ETF | $5.12万 | 0.01% | 1,060 | 4 | 0.4% | $193 | 加仓 |
| LIN | LINDE PLC SHS | $5.11万 | 0.01% | 103 | 3 | 3.0% | $1,487 | 加仓 |
| ABM | ABM INDS INC COM | $5.10万 | 0.01% | 1,323 | 8 | 0.6% | $308 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5.00万 | 0.01% | 246 | 11 | 4.7% | $2,238 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $4.92万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $4.76万 | 0.01% | 977 | 137 | 16.3% | $6,679 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $4.70万 | 0.01% | 1,038 | 7 | 0.7% | $317 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.59万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $4.57万 | 0.01% | 299 | -15 | -4.8% | -$2,291 | 减仓 |
| ARTY | iShares Future AI & Tech ETF | $4.56万 | 0.01% | 981 | -100 | -9.3% | -$4,653 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $4.46万 | 0.01% | 194 | 3 | 1.6% | $689 | 加仓 |
| C | CITIGROUP INC COM NEW | $4.45万 | 0.01% | 392 | 45 | 13.0% | $5,103 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $4.44万 | 0.01% | 225 | -0 | -0.2% | -$99 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4.42万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $4.36万 | 0.01% | 300 | 2 | 0.7% | $290 | 加仓 |
| ORCL | ORACLE CORP COM | $4.30万 | 0.01% | 292 | 9 | 3.2% | $1,324 | 加仓 |
| PLD | PROLOGIS INC. COM | $4.26万 | 0.01% | 322 | 50 | 18.4% | $6,609 | 加仓 |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $4.20万 | 0.01% | 1,066 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $4.04万 | 0.01% | 130 | 23 | 21.5% | $7,148 | 加仓 |
| WFC | WELLS FARGO & CO COM | $4.01万 | 0.01% | 504 | 92 | 22.3% | $7,324 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $4.00万 | 0.01% | 431 | 10 | 2.4% | $929 | 加仓 |
| FPEI | First Trust Institutional Prefrrd Sec and Inc ETF | $3.95万 | 0.01% | 2,077 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $3.94万 | 0.01% | 41 | 10 | 32.3% | $9,617 | 加仓 |
| FTCS | First Trust Capital Strength ETF | $3.93万 | 0.01% | 423 | -160 | -27.4% | -$1.49万 | 减仓 |
| OKE | ONEOK INC NEW COM | $3.91万 | 0.01% | 433 | 54 | 14.2% | $4,881 | 加仓 |
| DE | Deere & Co | $3.89万 | 0.01% | 69 | 11 | 19.0% | $6,196 | 加仓 |
| MPC | MARATHON PETE CORP COM | $3.88万 | 0.01% | 159 | 3 | 1.9% | $733 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $3.88万 | 0.01% | 157 | 3 | 1.9% | $741 | 加仓 |
| PDI | PIMCO Dynamic Income Fund | $3.69万 | 0.01% | 2,158 | 0 | 0.0% | — | 不变 |
| PH | Parker Hannifin Corp | $3.58万 | 0.01% | 40 | 16 | 66.7% | $1.43万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $3.56万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $3.55万 | 0.01% | 1,235 | 126 | 11.4% | $3,624 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $3.55万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $3.53万 | 0.01% | 24 | 1 | 4.3% | $1,472 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $3.53万 | 0.01% | 344 | 57 | 19.9% | $5,852 | 加仓 |
| INTC | INTEL CORP COM | $3.31万 | 0.01% | 751 | 24 | 3.3% | $1,059 | 加仓 |
| NEM | NEWMONT CORP COM | $3.28万 | 0.01% | 303 | 10 | 3.4% | $1,083 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $3.27万 | 0.01% | 348 | 7 | 2.1% | $658 | 加仓 |