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 |
|---|---|---|---|---|---|---|---|---|
| HYLB | XTrackers USD High Yield Corporate Bond ETF | $3.22万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $3.21万 | 0.01% | 245 | 5 | 2.1% | $655 | 加仓 |
| ANGL | Van Eck Fallen Angel High Yield Bond ETF | $3.20万 | 0.00% | 1,114 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $3.18万 | 0.00% | 161 | 55 | 51.9% | $1.09万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $3.18万 | 0.00% | 69 | 1 | 1.5% | $461 | 加仓 |
| CRM | SALESFORCE INC COM | $3.15万 | 0.00% | 169 | 1 | 0.6% | $187 | 加仓 |
| UNP | UNION PAC CORP COM | $3.13万 | 0.00% | 129 | 9 | 7.5% | $2,184 | 加仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $3.12万 | 0.00% | 551 | 21 | 4.0% | $1,190 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $3.11万 | 0.00% | 135 | 10 | 8.0% | $2,305 | 加仓 |
| TJX | TJX COS INC NEW COM | $3.10万 | 0.00% | 194 | 7 | 3.7% | $1,118 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $3.04万 | 0.00% | 73 | 2 | 2.8% | $833 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $3.03万 | 0.00% | 255 | 69 | 37.1% | $8,186 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $2.95万 | 0.00% | 149 | 2 | 1.4% | $396 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $2.95万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2.94万 | 0.00% | 104 | 1 | 1.0% | $282 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $2.93万 | 0.00% | 69 | 2 | 3.0% | $851 | 加仓 |
| CMI | CUMMINS INC COM | $2.91万 | 0.00% | 54 | 12 | 28.6% | $6,456 | 加仓 |
| CSX | CSX CORP COM | $2.88万 | 0.00% | 701 | 139 | 24.7% | $5,706 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $2.86万 | 0.00% | 469 | 9 | 2.0% | $549 | 加仓 |
| T | AT&T INC COM | $2.81万 | 0.00% | 969 | 264 | 37.4% | $7,653 | 加仓 |
| APH | AMPHENOL CORP CL A | $2.79万 | 0.00% | 221 | 131 | 145.6% | $1.66万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.77万 | 0.00% | 62 | 1 | 1.6% | $447 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.75万 | 0.00% | 56 | 2 | 3.7% | $983 | 加仓 |
| DHR | Danaher Corp | $2.73万 | 0.00% | 144 | 12 | 9.1% | $2,275 | 加仓 |
| IVLU | iShares MSCI Intl Value Factor ETF | $2.73万 | 0.00% | 687 | 0 | 0.0% | — | 不变 |
| EXPE | Expedia Group | $2.72万 | 0.00% | 118 | 1 | 0.9% | $231 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $2.72万 | 0.00% | 195 | 33 | 20.4% | $4,599 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.72万 | 0.00% | 276 | 15 | 5.7% | $1,476 | 加仓 |
| IWC | ISHARES MICRO-CAP ETF | $2.68万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm Inc. | $2.67万 | 0.00% | 207 | 42 | 25.5% | $5,409 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $2.65万 | 0.00% | 368 | 5 | 1.4% | $360 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $2.62万 | 0.00% | 97 | -21 | -17.8% | -$5,680 | 减仓 |
| CTVA | CORTEVA INC COM | $2.61万 | 0.00% | 312 | 6 | 2.0% | $502 | 加仓 |
| NOC | Northrop Grumman | $2.59万 | 0.00% | 38 | -15 | -28.3% | -$1.02万 | 减仓 |
| MDT | Medtronic PLC | $2.58万 | 0.00% | 298 | 63 | 26.8% | $5,459 | 加仓 |
| VPU | Vanguard Utilities ETF | $2.58万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $2.54万 | 0.00% | 42 | 12 | 40.0% | $7,253 | 加仓 |
| SAP | SAP SE SPON ADR | $2.53万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $2.50万 | 0.00% | 1,015 | 0 | 0.0% | — | 不变 |
| TLT | iShares 20 Year Treasury Bond ETF | $2.49万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2.47万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth ETF | $2.47万 | 0.00% | 58 | -3 | -4.9% | -$1,279 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $2.47万 | 0.00% | 127 | 5 | 4.1% | $971 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2.41万 | 0.00% | 196 | 4 | 2.1% | $491 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2.40万 | 0.00% | 150 | 22 | 17.2% | $3,527 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $2.40万 | 0.00% | 146 | 27 | 22.7% | $4,443 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2.37万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $2.32万 | 0.00% | 65 | -37 | -36.3% | -$1.32万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.30万 | 0.00% | 176 | 24 | 15.8% | $3,142 | 加仓 |
| CME | CME GROUP INC COM | $2.30万 | 0.00% | 78 | 1 | 1.3% | $295 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $2.29万 | 0.00% | 1,108 | -43 | -3.7% | -$890 | 减仓 |
| EAGG | iShares ESG Aware US Aggregate Bond ETF | $2.29万 | 0.00% | 481 | 11 | 2.3% | $523 | 加仓 |
| VDC | Vanguard Consumer Staples ETF | $2.27万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| COF | Capital One | $2.26万 | 0.00% | 124 | 2 | 1.6% | $365 | 加仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $2.21万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $2.19万 | 0.00% | 108 | 13 | 13.7% | $2,641 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $2.16万 | 0.00% | 68 | 2 | 3.0% | $636 | 加仓 |
| SBUX | Starbucks | $2.13万 | 0.00% | 238 | 4 | 1.7% | $358 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $2.13万 | 0.00% | 65 | 1 | 1.6% | $327 | 加仓 |
| AMLP | ALERIAN MLP ETF | $2.12万 | 0.00% | 402 | 402 | — | $2.12万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.10万 | 0.00% | 69 | 2 | 3.0% | $608 | 加仓 |
| GEV | GE VERNOVA INC COM | $2.10万 | 0.00% | 24 | 1 | 4.3% | $873 | 加仓 |
| ADBE | ADOBE INC COM | $2.09万 | 0.00% | 86 | 1 | 1.2% | $243 | 加仓 |
| EVTR | Eaton Vance Total Return Bond ETF | $2.09万 | 0.00% | 411 | 411 | — | $2.09万 | 新建仓 |
| PFE | PFIZER INC COM | $2.06万 | 0.00% | 734 | 192 | 35.4% | $5,391 | 加仓 |
| VNQI | Vanguard Global ex-US Real Estate Index Fd ETF | $2.04万 | 0.00% | 460 | 460 | — | $2.04万 | 新建仓 |
| XLB | Materials Select Sector SPDR Fund | $2.03万 | 0.00% | 406 | -332 | -45.0% | -$1.66万 | 减仓 |
| — | Templeton Emerging Markets Income Fund | $2.03万 | 0.00% | 3,370 | 2,238 | 197.7% | $1.35万 | 加仓 |
| CB | CHUBB LIMITED COM | $2.02万 | 0.00% | 62 | 2 | 3.3% | $652 | 加仓 |
| FUTY | Fidelity MSCI Utilities Index ETF | $2.01万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $1.99万 | 0.00% | 46 | 7 | 17.9% | $3,027 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.98万 | 0.00% | 114 | 22 | 23.9% | $3,816 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $1.95万 | 0.00% | 45 | 2 | 4.7% | $868 | 加仓 |
| MET | METLIFE INC COM | $1.94万 | 0.00% | 275 | 101 | 58.0% | $7,143 | 加仓 |
| COP | Conoco Phillips | $1.93万 | 0.00% | 146 | 79 | 117.9% | $1.04万 | 加仓 |
| GLW | CORNING INC COM | $1.92万 | 0.00% | 141 | 8 | 6.0% | $1,088 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $1.90万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $1.90万 | 0.00% | 65 | 4 | 6.6% | $1,167 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.89万 | 0.00% | 91 | 33 | 56.9% | $6,867 | 加仓 |
| CI | THE CIGNA GROUP COM | $1.84万 | 0.00% | 69 | 19 | 38.0% | $5,068 | 加仓 |
| VIGI | Vanguard Intl Dividend Appreciation Index Fund ETF | $1.82万 | 0.00% | 205 | 1 | 0.5% | $89 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1.81万 | 0.00% | 33 | 1 | 3.1% | $549 | 加仓 |
| DFAE | Dimensional Emerging Core Equity Market ETF | $1.81万 | 0.00% | 535 | 1 | 0.2% | $34 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $1.80万 | 0.00% | 118 | 2 | 1.7% | $305 | 加仓 |
| NOW | SERVICENOW INC COM | $1.80万 | 0.00% | 172 | 2 | 1.2% | $209 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1.80万 | 0.00% | 86 | 3 | 3.6% | $627 | 加仓 |
| BX | BLACKSTONE INC COM | $1.79万 | 0.00% | 156 | 1 | 0.6% | $115 | 加仓 |
| IBB | iShares Biotechnology ETF | $1.79万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $1.79万 | 0.00% | 98 | 4 | 4.3% | $729 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.78万 | 0.00% | 23 | 1 | 4.5% | $773 | 加仓 |
| MCO | MOODYS CORP COM | $1.75万 | 0.00% | 40 | 1 | 2.6% | $436 | 加仓 |
| CIBR | First Trust NASDAQ Cybersecurity ETF | $1.74万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $1.74万 | 0.00% | 105 | 68 | 183.8% | $1.12万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.71万 | 0.00% | 109 | 3 | 2.8% | $472 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.70万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $1.69万 | 0.00% | 198 | 2 | 1.0% | $170 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $1.68万 | 0.00% | 67 | 3 | 4.7% | $752 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $1.68万 | 0.00% | 166 | 1 | 0.6% | $101 | 加仓 |
| CTAS | CINTAS CORP COM | $1.67万 | 0.00% | 99 | 3 | 3.1% | $507 | 加仓 |
| EQIX | EQUINIX INC COM | $1.67万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |