13F 机构持仓

RAFFA WEALTH MANAGEMENT, LLC

WASHINGTON DC · SEC CIK 0001631073

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 10.4%
VTI 8.8%
VEA 7.8%
BND 7.2%
AVUS 7.0%
IGSB 6.7%
VCIT 6.2%
IAGG 6.0%
Dimensional U. 4.9%
FQAL 4.2%

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
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR $1.66万0.00%2,087 00.0% — 不变
USB US BANCORP COM NEW $1.65万0.00%318 11657.4% $6,033 加仓
RCL ROYAL CARIBBEAN GROUP COM $1.65万0.00%60 35.3% $826 加仓
ITW ILLINOIS TOOL WKS INC COM $1.64万0.00%63 35.0% $781 加仓
EXC EXELON CORP COM $1.62万0.00%330 72.2% $343 加仓
MNST MONSTER BEVERAGE CORP NEW COM $1.60万0.00%221 52.3% $362 加仓
GE GE AEROSPACE COM NEW $1.59万0.00%56 47.7% $1,135 加仓
LHX L3HARRIS TECHNOLOGIES INC COM $1.59万0.00%46 1443.8% $4,832 加仓
AIRR First Trust RBA Amer Industrial Renaissance ETF $1.58万0.00%143 143— $1.58万 新建仓
BSX BOSTON SCIENTIFIC CORP COM $1.58万0.00%252 31.2% $188 加仓
SYK STRYKER CORPORATION COM $1.58万0.00%48 24.3% $657 加仓
AMP AMERIPRISE FINL INC COM $1.56万0.00%35 12.9% $444 加仓
ECL ECOLAB INC COM $1.54万0.00%58 23.6% $532 加仓
ESGU iShares ESG Aware MSCI USA ETF $1.54万0.00%109 10.9% $141 加仓
URI UNITED RENTALS INC COM $1.53万0.00%21 00.0% — 不变
KR KROGER CO COM $1.53万0.00%211 115.5% $796 加仓
EFX EQUIFAX INC COM $1.48万0.00%82 11.2% $180 加仓
CDNS CADENCE DESIGN SYSTEM INC COM $1.47万0.00%53 -1-1.9% -$278 减仓
SPOT SPOTIFY TECHNOLOGY S A SHS $1.45万0.00%30 13.4% $485 加仓
ED CONSOLIDATED EDISON INC COM $1.44万0.00%127 21.6% $226 加仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $1.44万0.00%291 00.0% — 不变
IFRA ISHARES U.S. INFRASTRUCTURE ETF $1.44万0.00%251 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY A COM $1.43万0.00%49 -2-3.9% -$586 减仓
CEG Constellation Energy Corp $1.42万0.00%51 12.0% $279 加仓
CARR CARRIER GLOBAL CORPORATION COM $1.42万0.00%252 41.6% $225 加仓
RTX RTX CORPORATION COM $1.41万0.00%73 57.4% $965 加仓
TMUS T-MOBILE US INC COM $1.41万0.00%67 46.3% $840 加仓
SYY SYSCO CORP COM $1.39万0.00%195 52.6% $357 加仓
EMR EMERSON ELEC CO COM $1.38万0.00%105 44.0% $524 加仓
VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF $1.37万0.00%137 10.7% $100 加仓
AJG GALLAGHER ARTHUR J & CO COM $1.36万0.00%63 2357.5% $4,982 加仓
RSG REPUBLIC SVCS INC COM $1.36万0.00%62 23.3% $438 加仓
DAL DELTA AIR LINES INC COM NEW $1.35万0.00%203 9588.0% $6,315 加仓
AMT American Tower Corp $1.35万0.00%78 00.0% — 不变
ROST ROSS STORES INC COM $1.34万0.00%62 58.8% $1,083 加仓
SNDK SANDISK CORP COM $1.33万0.00%21 -25-54.3% -$1.59万 减仓
NTAP NETAPP INC COM $1.32万0.00%129 21.6% $205 加仓
— EPSILON ENERGY LTD COM $1.30万0.00%2,118 1,196129.7% $7,367 加仓
MCK MCKESSON CORP COM $1.30万0.00%15 00.0% — 不变
TGT TARGET CORP COM $1.30万0.00%107 54.9% $606 加仓
CW CURTISS WRIGHT CORP COM $1.29万0.00%19 15.6% $681 加仓
NDAQ NASDAQ INC COM $1.29万0.00%152 42.7% $340 加仓
DTM DT MIDSTREAM INC COMMON STOCK $1.28万0.00%95 22.2% $269 加仓
ORLY OREILLY AUTOMOTIVE INC COM $1.27万0.00%138 32.2% $277 加仓
ADM ARCHER DANIELS MIDLAND CO COM $1.26万0.00%174 31.8% $218 加仓
NVO NOVO-NORDISK A S ADR $1.23万0.00%335 -32-8.7% -$1,176 减仓
HCA HCA HEALTHCARE INC COM $1.23万0.00%26 14.0% $473 加仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $1.23万0.00%516 102.0% $238 加仓
AON AON PLC SHS CL A $1.23万0.00%38 25.6% $646 加仓
NGG NATIONAL GRID PLC SPONSORED ADR NE $1.22万0.00%144 00.0% — 不变
SHW SHERWIN WILLIAMS CO COM $1.22万0.00%38 25.6% $641 加仓
TRGP TARGA RES CORP COM $1.20万0.00%48 24.3% $501 加仓
GWW WW GRAINGER INC COM $1.20万0.00%11 00.0% — 不变
RELX RELX PLC SPONSORED ADR $1.19万0.00%360 00.0% — 不变
UBS UBS GROUP AG SHS $1.19万0.00%304 -72-19.1% -$2,813 减仓
AEP AMERICAN ELEC PWR CO INC COM $1.18万0.00%90 3563.6% $4,588 加仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $1.18万0.00%2,341 -120-4.9% -$604 减仓
APP APPLOVIN CORP COM CL A $1.15万0.00%29 13.6% $398 加仓
IR INGERSOLL RAND INC COM $1.15万0.00%144 32.1% $240 加仓
SNPS SYNOPSYS INC COM $1.15万0.00%29 13.6% $396 加仓
ZTS ZOETIS INC CL A $1.15万0.00%97 11.0% $118 加仓
FITB FIFTH THIRD BANCORP COM $1.14万0.00%246 147148.5% $6,830 加仓
CVS CVS Health $1.14万0.00%159 31.9% $215 加仓
VDE VANGUARD ENERGY ETF $1.14万0.00%66 11.5% $173 加仓
PCAR PACCAR INC COM $1.13万0.00%98 44.3% $462 加仓
FAST FASTENAL CO COM $1.13万0.00%243 93.8% $418 加仓
AVUV AVANTIS U.S. SMALL CAP VALUE ETF $1.12万0.00%101 00.0% — 不变
— EVOLUTION PETE CORP COM $1.12万0.00%2,436 51927.1% $2,377 加仓
ROK ROCKWELL AUTOMATION INC COM $1.11万0.00%31 00.0% — 不变
IBN ICICI BANK LIMITED ADR $1.11万0.00%428 00.0% — 不变
SRE SEMPRA COM $1.11万0.00%114 2223.9% $2,138 加仓
EME EMCOR GROUP INC COM $1.11万0.00%15 17.1% $738 加仓
LNG CHENIERE ENERGY INC COM NEW $1.11万0.00%39 38.3% $851 加仓
CMG CHIPOTLE MEXICAN GRILL INC COM $1.10万0.00%344 30.9% $96 加仓
HON HONEYWELL INTL INC COM $1.08万0.00%48 49.1% $904 加仓
SHEL SHELL PLC SPON ADS $1.08万0.00%116 00.0% — 不变
AFL AFLAC INC COM $1.08万0.00%98 55.4% $549 加仓
CRWD CROWDSTRIKE HLDGS INC CL A $1.05万0.00%27 13.8% $390 加仓
BDX BECTON DICKINSON & CO COM $1.05万0.00%67 2248.9% $3,459 加仓
GIS GENERAL MILLS INC COM $1.05万0.00%283 20.7% $74 加仓
BHP BHP BILLITON LIMITED SPONSORED ADS $1.05万0.00%144 00.0% — 不变
TDG TRANSDIGM GROUP INC COM $1.04万0.00%9 00.0% — 不变
CBRE CBRE GROUP INC CL A $1.04万0.00%77 34.1% $406 加仓
DHI D R HORTON INC COM $1.04万0.00%76 34.1% $412 加仓
ING ING GROEP N.V. SPONSORED ADR $1.03万0.00%397 00.0% — 不变
GD GENERAL DYNAMICS CORP COM $1.03万0.00%30 18150.0% $6,178 加仓
BCS BARCLAYS PLC ADR $1.02万0.00%484 -1-0.2% -$21 减仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $1.02万0.00%26 -10-27.8% -$3,918 减仓
MO ALTRIA GROUP INC COM $1.02万0.00%154 7287.8% $4,751 加仓
AZO AUTOZONE INC COM $1.01万0.00%3 00.0% — 不变
KMI KINDER MORGAN INC DEL COM $1.00万0.00%299 234360.0% $7,846 加仓
EW EDWARDS LIFESCIENCES CORP COM $1.00万0.00%125 43.3% $320 加仓
F FORD MTR CO COM $9,9820.00%865 12116.3% $1,396 加仓
STLD STEEL DYNAMICS INC COM $9,9000.00%55 -2-3.5% -$360 减仓
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR $9,8950.00%501 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP COM $9,8760.00%122 5582.1% $4,452 加仓
GM GENERAL MTRS CO COM $9,8340.00%132 3434.7% $2,533 加仓
GSK GSK PLC SPONSORED ADR $9,8240.00%178 00.0% — 不变
HPQ HP INC COM $9,7780.00%509 61.2% $115 加仓
BIIB BIOGEN INC COM $9,7160.00%53 23.9% $367 加仓