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 |
|---|---|---|---|---|---|---|---|---|
| ATI | ATI INC COM | $9,600 | 0.00% | 66 | 66 | — | $9,600 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $9,582 | 0.00% | 86 | 3 | 3.6% | $334 | 加仓 |
| NOK | NOKIA CORP SPONSORED ADR | $9,407 | 0.00% | 1,170 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $9,391 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $9,330 | 0.00% | 45 | 3 | 7.1% | $622 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $9,311 | 0.00% | 94 | 4 | 4.4% | $396 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $9,255 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $9,190 | 0.00% | 31 | 8 | 34.8% | $2,372 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $9,174 | 0.00% | 45 | 24 | 114.3% | $4,893 | 加仓 |
| DOV | DOVER CORP COM | $9,172 | 0.00% | 44 | 2 | 4.8% | $417 | 加仓 |
| NWG | NATWEST GROUP PLC SPONS ADR 2 ORD | $9,149 | 0.00% | 614 | -77 | -11.1% | -$1,147 | 减仓 |
| LOGI | LOGITECH INTL S A SHS | $9,112 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $9,110 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $9,097 | 0.00% | 39 | 25 | 178.6% | $5,831 | 加仓 |
| CCI | CROWN CASTLE INC COM | $9,025 | 0.00% | 111 | 39 | 54.2% | $3,171 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $8,955 | 0.00% | 212 | 36 | 20.5% | $1,521 | 加仓 |
| FDX | FEDEX CORP COM | $8,905 | 0.00% | 25 | 2 | 8.7% | $712 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $8,879 | 0.00% | 196 | 2 | 1.0% | $91 | 加仓 |
| STT | STATE STR CORP COM | $8,859 | 0.00% | 70 | 3 | 4.5% | $380 | 加仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $8,858 | 0.00% | 133 | -9 | -6.3% | -$599 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $8,734 | 0.00% | 12 | 1 | 9.1% | $728 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $8,729 | 0.00% | 403 | -50 | -11.0% | -$1,083 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $8,715 | 0.00% | 30 | 1 | 3.4% | $290 | 加仓 |
| TFC | TRUIST FINL CORP COM | $8,688 | 0.00% | 189 | 4 | 2.2% | $184 | 加仓 |
| EOG | EOG RES INC COM | $8,674 | 0.00% | 60 | 6 | 11.1% | $867 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $8,659 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $8,656 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $8,505 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| INR | INFINITY NAT RES INC COM CL A | $8,488 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $8,470 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $8,460 | 0.00% | 41 | 1 | 2.5% | $206 | 加仓 |
| VMC | VULCAN MATLS CO COM | $8,441 | 0.00% | 31 | 1 | 3.3% | $272 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $8,438 | 0.00% | 62 | 2 | 3.3% | $272 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $8,434 | 0.00% | 122 | 9 | 8.0% | $622 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $8,413 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $8,299 | 0.00% | 90 | 72 | 400.0% | $6,639 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $8,249 | 0.00% | 61 | 2 | 3.4% | $270 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $8,241 | 0.00% | 39 | 1 | 2.6% | $211 | 加仓 |
| FTNT | FORTINET INC COM | $8,009 | 0.00% | 98 | 4 | 4.3% | $327 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $7,939 | 0.00% | 103 | 48 | 87.3% | $3,700 | 加仓 |
| SO | SOUTHERN CO COM | $7,915 | 0.00% | 82 | 33 | 67.3% | $3,185 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $7,894 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $7,860 | 0.00% | 108 | 10 | 10.2% | $728 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $7,834 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $7,774 | 0.00% | 50 | 2 | 4.2% | $311 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $7,745 | 0.00% | 149 | -28 | -15.8% | -$1,455 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $7,676 | 0.00% | 102 | 4 | 4.1% | $301 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $7,646 | 0.00% | 39 | 2 | 5.4% | $392 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $7,608 | 0.00% | 132 | 8 | 6.5% | $461 | 加仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $7,593 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $7,514 | 0.00% | 117 | 1 | 0.9% | $64 | 加仓 |
| AME | AMETEK INC COM | $7,503 | 0.00% | 35 | 1 | 2.9% | $214 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $7,485 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $7,424 | 0.00% | 32 | 1 | 3.2% | $232 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $7,411 | 0.00% | 657 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $7,307 | 0.00% | 50 | 3 | 6.4% | $438 | 加仓 |
| IDXX | IDEXX LABS INC COM | $7,305 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CL A | $7,288 | 0.00% | 386 | 116 | 43.0% | $2,190 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $7,278 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $7,205 | 0.00% | 246 | -30 | -10.9% | -$879 | 减仓 |
| DOW | DOW HLDGS INC COM | $7,205 | 0.00% | 173 | 6 | 3.6% | $250 | 加仓 |
| CPRT | Copart | $7,171 | 0.00% | 216 | 2 | 0.9% | $66 | 加仓 |
| BURL | BURLINGTON STORES INC COM | $7,158 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $7,135 | 0.00% | 183 | 10 | 5.8% | $390 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $7,113 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $7,092 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD ORD SHS CL A | $7,084 | 0.00% | 493 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $7,051 | 0.00% | 59 | 2 | 3.5% | $239 | 加仓 |
| HUBB | HUBBELL INC COM | $6,870 | 0.00% | 14 | 1 | 7.7% | $491 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $6,815 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $6,706 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $6,658 | 0.00% | 114 | 2 | 1.8% | $117 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $6,654 | 0.00% | 794 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $6,641 | 0.00% | 35 | 1 | 2.9% | $190 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $6,548 | 0.00% | 253 | 1 | 0.4% | $26 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $6,525 | 0.00% | 111 | 10 | 9.9% | $588 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $6,448 | 0.00% | 33 | 2 | 6.5% | $391 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $6,431 | 0.00% | 67 | 2 | 3.1% | $192 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $6,395 | 0.00% | 22 | 1 | 4.8% | $291 | 加仓 |
| NKE | Nike | $6,391 | 0.00% | 121 | 8 | 7.1% | $423 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $6,371 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $6,370 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $6,352 | 0.00% | 58 | 3 | 5.5% | $329 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $6,324 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $6,287 | 0.00% | 19 | 1 | 5.6% | $331 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $6,273 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $6,230 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $6,119 | 0.00% | 127 | -1 | -0.8% | -$48 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $6,096 | 0.00% | 177 | -14 | -7.3% | -$482 | 减仓 |
| XEL | XCEL ENERGY INC COM | $6,037 | 0.00% | 76 | 4 | 5.6% | $318 | 加仓 |
| PNR | PENTAIR PLC SHS | $6,005 | 0.00% | 69 | 41 | 146.4% | $3,568 | 加仓 |
| PUK | PRUDENTIAL PLC ADR | $5,999 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $5,973 | 0.00% | 46 | 3 | 7.0% | $390 | 加仓 |
| ESLT | ELBIT SYS LTD ORD | $5,944 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $5,868 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $5,823 | 0.00% | 15 | 1 | 7.1% | $388 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $5,817 | 0.00% | 97 | 48 | 98.0% | $2,879 | 加仓 |
| GLNG | GOLAR LNG LTD SHS | $5,790 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| MEAR | iShares Short Maturity Municipal Bond Active ETF | $5,789 | 0.00% | 115 | 1 | 0.9% | $50 | 加仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $5,784 | 0.00% | 58 | 0 | 0.0% | — | 不变 |