RAFFA WEALTH MANAGEMENT, LLC
WASHINGTON DC · SEC CIK 0001631073
$7.93亿2026Q2 申报市值
1,591持仓数
69.7%前十大占比 · 第一大 11.3%
172 / 100新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTI 加仓+$2,426.39万
VCIT 加仓+$1,102.35万
IGSB 加仓+$914.76万
BND 加仓+$724.15万
VUSB 加仓+$632.48万
2026Q2 卖出最多 按季末市值估算
ACWX 清仓-$376.78万
VTV 减仓-$317.55万
VUG 清仓-$198.61万
VO 减仓-$114.95万
VBR 减仓-$90.21万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC COM | $4,895 | 0.00% | 21 | 4 | 23.5% | $932 | 加仓 |
| BP | BP PLC SPONSORED ADR | $4,877 | 0.00% | 132 | 40 | 43.5% | $1,478 | 加仓 |
| CIB | GRUPO CIBEST SA SPON ADS | $4,766 | 0.00% | 60 | 9 | 17.6% | $715 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $4,742 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $4,737 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $4,678 | 0.00% | 21 | 2 | 10.5% | $446 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $4,654 | 0.00% | 30 | 7 | 30.4% | $1,086 | 加仓 |
| NKE | Nike | $4,639 | 0.00% | 113 | -8 | -6.6% | -$328 | 减仓 |
| ARGX | ARGENX SE SPONSORED ADR | $4,639 | 0.00% | 5 | 1 | 25.0% | $928 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $4,629 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $4,605 | 0.00% | 13 | -17 | -56.7% | -$6,022 | 减仓 |
| VST | VISTRA CORP COM | $4,600 | 0.00% | 29 | -1 | -3.3% | -$159 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $4,582 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $4,539 | 0.00% | 20 | 6 | 42.9% | $1,362 | 加仓 |
| XPO | XPO INC COM | $4,516 | 0.00% | 22 | 1 | 4.8% | $205 | 加仓 |
| DXCM | DEXCOM INC COM | $4,512 | 0.00% | 67 | 7 | 11.7% | $471 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $4,509 | 0.00% | 19 | -20 | -51.3% | -$4,746 | 减仓 |
| WAT | WATERS CORP COM | $4,500 | 0.00% | 12 | 2 | 20.0% | $750 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $4,492 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $4,412 | 0.00% | 63 | 13 | 26.0% | $910 | 加仓 |
| RJF | Raymond James Financial | $4,409 | 0.00% | 29 | 1 | 3.6% | $152 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $4,380 | 0.00% | 39 | 20 | 105.3% | $2,246 | 加仓 |
| RBLX | ROBLOX CORP CL A | $4,350 | 0.00% | 80 | 1 | 1.3% | $54 | 加仓 |
| CPAY | FleetCor Technologies | $4,333 | 0.00% | 13 | 3 | 30.0% | $1,000 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $4,308 | 0.00% | 12 | 3 | 33.3% | $1,077 | 加仓 |
| L | LOEWS CORP COM | $4,302 | 0.00% | 38 | -1 | -2.6% | -$113 | 减仓 |
| APTV | APTIV PLC COM SHS | $4,235 | 0.00% | 69 | 9 | 15.0% | $552 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $4,216 | 0.00% | 31 | 4 | 14.8% | $544 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $4,197 | 0.00% | 5 | 4 | 400.0% | $3,358 | 加仓 |
| ALB | ALBEMARLE CORP COM | $4,186 | 0.00% | 31 | 2 | 6.9% | $270 | 加仓 |
| WDAY | WORKDAY INC CL A | $4,162 | 0.00% | 34 | 4 | 13.3% | $490 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $4,162 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FFIV | F5 Networks | $4,160 | 0.00% | 10 | -2 | -16.7% | -$832 | 减仓 |
| III | INFORMATION SVCS GROUP INC COM | $4,143 | 0.00% | 1,008 | 1,008 | — | $4,143 | 新建仓 |
| KVUE | KENVUE INC COM | $4,128 | 0.00% | 216 | 48 | 28.6% | $917 | 加仓 |
| CCJ | CAMECO CORP COM | $4,074 | 0.00% | 40 | 6 | 17.6% | $611 | 加仓 |
| ATEN | A10 NETWORKS INC COM | $4,072 | 0.00% | 109 | 109 | — | $4,072 | 新建仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $4,069 | 0.00% | 30 | -46 | -60.5% | -$6,239 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $4,059 | 0.00% | 23 | 3 | 15.0% | $529 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $4,050 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $4,045 | 0.00% | 24 | 4 | 20.0% | $674 | 加仓 |
| VMI | VALMONT INDS INC COM | $4,043 | 0.00% | 7 | 1 | 16.7% | $578 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC COM | $4,041 | 0.00% | 1,897 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $4,011 | 0.00% | 17 | 3 | 21.4% | $708 | 加仓 |
| BELFB | BEL FUSE INC CL B | $3,996 | 0.00% | 12 | 5 | 71.4% | $1,665 | 加仓 |
| RDDT | REDDIT INC CL A | $3,992 | 0.00% | 23 | 19 | 475.0% | $3,298 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $3,986 | 0.00% | 132 | 5 | 3.9% | $151 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $3,983 | 0.00% | 15 | 5 | 50.0% | $1,328 | 加仓 |
| RMD | RESMED INC COM | $3,898 | 0.00% | 20 | 6 | 42.9% | $1,169 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $3,888 | 0.00% | 50 | 26 | 108.3% | $2,022 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $3,866 | 0.00% | 14 | 5 | 55.6% | $1,381 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $3,865 | 0.00% | 65 | 13 | 25.0% | $773 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $3,854 | 0.00% | 55 | -42 | -43.3% | -$2,943 | 减仓 |
| ARW | ARROW ELECTRS INC COM | $3,841 | 0.00% | 18 | -19 | -51.4% | -$4,054 | 减仓 |
| PCG | PG&E CORP COM | $3,801 | 0.00% | 226 | 49 | 27.7% | $824 | 加仓 |
| ESLT | ELBIT SYS LTD ORD | $3,794 | 0.00% | 5 | -2 | -28.6% | -$1,518 | 减仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $3,782 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $3,770 | 0.00% | 21 | -14 | -40.0% | -$2,513 | 减仓 |
| HPQ | HP INC COM | $3,730 | 0.00% | 170 | -339 | -66.6% | -$7,438 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $3,723 | 0.00% | 47 | 12 | 34.3% | $951 | 加仓 |
| AIR | AAR CORP COM | $3,716 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $3,681 | 0.00% | 13 | 12 | 1,200.0% | $3,398 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $3,673 | 0.00% | 100 | 20 | 25.0% | $735 | 加仓 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $3,668 | 0.00% | 1,616 | 1,616 | — | $3,668 | 新建仓 |
| CLS | CELESTICA INC COM | $3,648 | 0.00% | 10 | 2 | 25.0% | $730 | 加仓 |
| MAX | MEDIAALPHA INC CL A | $3,645 | 0.00% | 290 | 290 | — | $3,645 | 新建仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $3,640 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $3,632 | 0.00% | 124 | 96 | 342.9% | $2,812 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $3,602 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP COM | $3,602 | 0.00% | 22 | 5 | 29.4% | $819 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $3,590 | 0.00% | 152 | 37 | 32.2% | $874 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $3,586 | 0.00% | 27 | 2 | 8.0% | $266 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $3,583 | 0.00% | 36 | 36 | — | $3,583 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $3,580 | 0.00% | 68 | 9 | 15.3% | $474 | 加仓 |
| MLPX | Global X MLP & Energy Infrastructure ETF | $3,564 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC COM | $3,552 | 0.00% | 36 | 19 | 111.8% | $1,875 | 加仓 |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $3,532 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $3,516 | 0.00% | 25 | -19 | -43.2% | -$2,672 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $3,516 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC COM | $3,516 | 0.00% | 18 | 7 | 63.6% | $1,367 | 加仓 |
| HSY | HERSHEY CO COM | $3,509 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $3,475 | 0.00% | 13 | 6 | 85.7% | $1,604 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA SPONSORED ADR | $3,438 | 0.00% | 59 | 19 | 47.5% | $1,107 | 加仓 |
| HLN | HALEON PLC SPON ADS | $3,433 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $3,430 | 0.00% | 83 | 74 | 822.2% | $3,058 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $3,426 | 0.00% | 126 | 3 | 2.4% | $82 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $3,423 | 0.00% | 9 | 9 | — | $3,423 | 新建仓 |
| BG | BUNGE GLOBAL SA COM SHS | $3,415 | 0.00% | 32 | 5 | 18.5% | $534 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $3,400 | 0.00% | 70 | -3 | -4.1% | -$146 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $3,397 | 0.00% | 14 | 2 | 16.7% | $485 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $3,387 | 0.00% | 39 | 19 | 95.0% | $1,650 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $3,375 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FN | FABRINET SHS | $3,372 | 0.00% | 6 | 1 | 20.0% | $562 | 加仓 |
| IONQ | IONQ INC COM | $3,355 | 0.00% | 63 | -3 | -4.5% | -$160 | 减仓 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $3,352 | 0.00% | 570 | 117 | 25.8% | $688 | 加仓 |
| RACE | FERRARI N V COM | $3,351 | 0.00% | 9 | 2 | 28.6% | $745 | 加仓 |
| ILMN | ILLUMINA INC COM | $3,341 | 0.00% | 19 | 5 | 35.7% | $879 | 加仓 |
| RRX | REGAL REXNORD CORPORATION COM | $3,335 | 0.00% | 14 | 3 | 27.3% | $715 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $3,334 | 0.00% | 208 | -65 | -23.8% | -$1,042 | 减仓 |
| NI | NISOURCE INC COM | $3,329 | 0.00% | 70 | 30 | 75.0% | $1,427 | 加仓 |