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 |
|---|---|---|---|---|---|---|---|---|
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $3,769 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $3,768 | 0.00% | 60 | 3 | 5.3% | $188 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $3,747 | 0.00% | 58 | 2 | 3.6% | $129 | 加仓 |
| WPC | WP CAREY INC COM | $3,738 | 0.00% | 55 | 41 | 292.9% | $2,787 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $3,737 | 0.00% | 23 | 12 | 109.1% | $1,950 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $3,731 | 0.00% | 13 | 2 | 18.2% | $574 | 加仓 |
| CIB | GRUPO CIBEST SA SPON ADS | $3,713 | 0.00% | 51 | -2 | -3.8% | -$146 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $3,705 | 0.00% | 31 | 3 | 10.7% | $359 | 加仓 |
| CCJ | CAMECO CORP COM | $3,693 | 0.00% | 34 | -6 | -15.0% | -$652 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $3,686 | 0.00% | 140 | 4 | 2.9% | $105 | 加仓 |
| HLN | HALEON PLC SPON ADS | $3,684 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $3,627 | 0.00% | 33 | 3 | 10.0% | $330 | 加仓 |
| MLPX | Global X MLP & Energy Infrastructure ETF | $3,577 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC CL A | $3,555 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP COM | $3,544 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $3,514 | 0.00% | 5 | -1 | -16.7% | -$703 | 减仓 |
| WAB | Wabtec Corp. | $3,499 | 0.00% | 14 | 2 | 16.7% | $500 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $3,481 | 0.00% | 76 | 5 | 7.0% | $229 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $3,472 | 0.00% | 36 | 2 | 5.9% | $193 | 加仓 |
| FFIV | F5 Networks | $3,472 | 0.00% | 12 | 1 | 9.1% | $289 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $3,469 | 0.00% | 13 | 1 | 8.3% | $267 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $3,461 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $3,442 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $3,434 | 0.00% | 27 | 3 | 12.5% | $382 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $3,390 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $3,373 | 0.00% | 12 | 2 | 20.0% | $562 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $3,370 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $3,317 | 0.00% | 15 | 1 | 7.1% | $221 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $3,317 | 0.00% | 127 | 6 | 5.0% | $157 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $3,308 | 0.00% | 82 | 1 | 1.2% | $40 | 加仓 |
| REX | REX AMERICAN RES CORP COM | $3,281 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $3,280 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $3,263 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $3,245 | 0.00% | 26 | 7 | 36.8% | $874 | 加仓 |
| RY | ROYAL BK CDA COM | $3,236 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $3,213 | 0.00% | 19 | -1 | -5.0% | -$169 | 减仓 |
| CVE | CENOVUS ENERGY INC COM | $3,210 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| — | ALDEYRA THERAPEUTICS INC COM | $3,206 | 0.00% | 1,897 | 0 | 0.0% | — | 不变 |
| ASLE | AERSALE CORPORATION COM | $3,185 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $3,143 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $3,136 | 0.00% | 15 | 1 | 7.1% | $209 | 加仓 |
| PCG | PG&E CORP COM | $3,110 | 0.00% | 177 | 8 | 4.7% | $141 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $3,107 | 0.00% | 67 | 44 | 191.3% | $2,040 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $3,100 | 0.00% | 17 | 2 | 13.3% | $365 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $3,095 | 0.00% | 35 | 1 | 2.9% | $88 | 加仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $3,064 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $3,054 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $3,041 | 0.00% | 52 | 29 | 126.1% | $1,696 | 加仓 |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $3,024 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $3,020 | 0.00% | 24 | 3 | 14.3% | $378 | 加仓 |
| VVX | V2X INC COM | $3,014 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $2,978 | 0.00% | 10 | 5 | 100.0% | $1,489 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $2,921 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $2,918 | 0.00% | 21 | 1 | 5.0% | $139 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $2,913 | 0.00% | 36 | 1 | 2.9% | $81 | 加仓 |
| CPAY | FleetCor Technologies | $2,910 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IE | IVANHOE ELECTRIC INC COM | $2,908 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| QAI | IQ Hedge Multi-Strategy Tracker ETF | $2,902 | 0.00% | 85 | 1 | 1.2% | $34 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $2,902 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $2,896 | 0.00% | 168 | 10 | 6.3% | $172 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $2,889 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $2,850 | 0.00% | 25 | 1 | 4.2% | $114 | 加仓 |
| AIR | AAR CORP COM | $2,846 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $2,797 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $2,786 | 0.00% | 14 | 4 | 40.0% | $796 | 加仓 |
| INSM | INSMED INC COM PAR $.01 | $2,780 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION COM | $2,768 | 0.00% | 40 | 1 | 2.6% | $69 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2,765 | 0.00% | 14 | -10 | -41.7% | -$1,975 | 减仓 |
| FSLR | FIRST SOLAR INC COM | $2,762 | 0.00% | 14 | 3 | 27.3% | $592 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $2,756 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $2,732 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC COM | $2,717 | 0.00% | 23 | -1 | -4.2% | -$118 | 减仓 |
| TECK | TECK RESOURCES LTD CL B | $2,691 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD SHS | $2,675 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $2,671 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| PKE | PARK AEROSPACE CORP COM | $2,656 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $2,654 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP COM | $2,642 | 0.00% | 158 | 4 | 2.6% | $67 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $2,637 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $2,635 | 0.00% | 20 | 1 | 5.3% | $132 | 加仓 |
| PEN | PENUMBRA INC COM | $2,627 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC COM | $2,622 | 0.00% | 34 | 1 | 3.0% | $77 | 加仓 |
| FN | FABRINET SHS | $2,608 | 0.00% | 5 | 3 | 150.0% | $1,565 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $2,591 | 0.00% | 12 | 1 | 9.1% | $216 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $2,586 | 0.00% | 115 | 12 | 11.7% | $270 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2,585 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW COM | $2,578 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $2,568 | 0.00% | 40 | 5 | 14.3% | $321 | 加仓 |
| SNA | SNAP ON INC COM | $2,543 | 0.00% | 7 | 1 | 16.7% | $363 | 加仓 |
| MRNA | MODERNA INC COM | $2,540 | 0.00% | 50 | 2 | 4.2% | $102 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $2,539 | 0.00% | 35 | 1 | 2.9% | $73 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $2,534 | 0.00% | 27 | 1 | 3.8% | $94 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $2,491 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2,489 | 0.00% | 19 | -13 | -40.6% | -$1,703 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $2,486 | 0.00% | 27 | 6 | 28.6% | $552 | 加仓 |
| SCI | SERVICE CORP INTL COM | $2,475 | 0.00% | 30 | 2 | 7.1% | $165 | 加仓 |
| ALLY | ALLY FINL INC COM | $2,471 | 0.00% | 63 | 3 | 5.0% | $118 | 加仓 |
| MUSA | MURPHY USA INC COM | $2,470 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP COM | $2,454 | 0.00% | 65 | 3 | 4.8% | $113 | 加仓 |
| LEN/B | LENNAR CORP CL B | $2,439 | 0.00% | 29 | 0 | 0.0% | — | 不变 |