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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP COM CL A | $2,439 | 0.00% | 18 | 10 | 125.0% | $1,355 | 加仓 |
| POOL | POOL CORP COM | $2,428 | 0.00% | 12 | 1 | 9.1% | $202 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $2,428 | 0.00% | 30 | -1 | -3.2% | -$81 | 减仓 |
| HUM | HUMANA INC COM | $2,427 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $2,416 | 0.00% | 34 | 2 | 6.2% | $142 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $2,415 | 0.00% | 36 | 1 | 2.9% | $67 | 加仓 |
| IPGP | IPG PHOTONICS CORP COM | $2,406 | 0.00% | 21 | -18 | -46.2% | -$2,062 | 减仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $2,398 | 0.00% | 1,131 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC COM | $2,397 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $2,395 | 0.00% | 9 | 1 | 12.5% | $266 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $2,392 | 0.00% | 67 | 2 | 3.1% | $71 | 加仓 |
| AA | ALCOA CORP COM | $2,388 | 0.00% | 36 | 5 | 16.1% | $332 | 加仓 |
| CLX | CLOROX CO DEL COM | $2,383 | 0.00% | 23 | 1 | 4.5% | $104 | 加仓 |
| OVV | OVINTIV INC COM | $2,374 | 0.00% | 40 | 40 | — | $2,374 | 新建仓 |
| RACE | FERRARI N V COM | $2,369 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $2,341 | 0.00% | 108 | -228 | -67.9% | -$4,942 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $2,334 | 0.00% | 11 | 3 | 37.5% | $637 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $2,314 | 0.00% | 7 | 1 | 16.7% | $331 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $2,300 | 0.00% | 140 | 93 | 197.9% | $1,528 | 加仓 |
| SVRA | SAVARA INC COM | $2,293 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL COM | $2,292 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC COM | $2,268 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $2,256 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC COM | $2,253 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP COM | $2,237 | 0.00% | 13 | 1 | 8.3% | $172 | 加仓 |
| CNXN | PC CONNECTION INC COM | $2,221 | 0.00% | 38 | 38 | — | $2,221 | 新建仓 |
| BAX | BAXTER INTL INC COM | $2,218 | 0.00% | 132 | 3 | 2.3% | $50 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $2,217 | 0.00% | 12 | 2 | 20.0% | $370 | 加仓 |
| MDB | MONGODB INC CL A | $2,203 | 0.00% | 9 | 1 | 12.5% | $245 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $2,184 | 0.00% | 24 | -22 | -47.8% | -$2,002 | 减仓 |
| KMX | CARMAX INC COM | $2,162 | 0.00% | 52 | 1 | 2.0% | $42 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $2,159 | 0.00% | 13 | 2 | 18.2% | $332 | 加仓 |
| SOC | SABLE OFFSHORE CORP COM SHS | $2,148 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO COM | $2,129 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2,115 | 0.00% | 87 | -36 | -29.3% | -$875 | 减仓 |
| ZS | ZSCALER INC COM | $2,104 | 0.00% | 15 | 1 | 7.1% | $140 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $2,103 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $2,095 | 0.00% | 92 | 2 | 2.2% | $46 | 加仓 |
| BRO | BROWN & BROWN INC COM | $2,087 | 0.00% | 32 | 1 | 3.2% | $65 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $2,076 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $2,060 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $2,058 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC COM | $2,056 | 0.00% | 9 | 1 | 12.5% | $228 | 加仓 |
| MAS | MASCO CORP COM | $2,053 | 0.00% | 34 | 4 | 13.3% | $242 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $2,052 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $2,036 | 0.00% | 32 | 4 | 14.3% | $254 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $2,028 | 0.00% | 19 | 3 | 18.8% | $320 | 加仓 |
| SUI | SUN CMNTYS INC COM | $2,015 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $1,998 | 0.00% | 13 | 1 | 8.3% | $154 | 加仓 |
| LEN | LENNAR CORP CL A | $1,997 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $1,985 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1,981 | 0.00% | 46 | 4 | 9.5% | $172 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA SPONSORED ADR | $1,978 | 0.00% | 40 | -1 | -2.4% | -$49 | 减仓 |
| INCY | INCYTE CORP COM | $1,977 | 0.00% | 21 | 1 | 5.0% | $94 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $1,973 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $1,965 | 0.00% | 125 | 4 | 3.3% | $63 | 加仓 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $1,964 | 0.00% | 485 | 1 | 0.2% | $4 | 加仓 |
| HUBS | HUBSPOT INC COM | $1,953 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $1,936 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP COM | $1,915 | 0.00% | 48 | 48 | — | $1,915 | 新建仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $1,914 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $1,914 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $1,911 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $1,908 | 0.00% | 25 | 3 | 13.6% | $229 | 加仓 |
| IONQ | IONQ INC COM | $1,903 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC COM | $1,896 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1,893 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $1,889 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $1,881 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP COM | $1,880 | 0.00% | 83 | 3 | 3.8% | $68 | 加仓 |
| FTV | FORTIVE CORP COM | $1,880 | 0.00% | 34 | 5 | 17.2% | $276 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1,874 | 0.00% | 118 | 12 | 11.3% | $191 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $1,869 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $1,866 | 0.00% | 40 | 5 | 14.3% | $233 | 加仓 |
| VTRS | VIATRIS INC COM | $1,864 | 0.00% | 138 | 17 | 14.0% | $230 | 加仓 |
| GGG | GRACO INC COM | $1,862 | 0.00% | 22 | 1 | 4.8% | $85 | 加仓 |
| TSN | TYSON FOODS INC CL A | $1,858 | 0.00% | 29 | 2 | 7.4% | $128 | 加仓 |
| PTC | PTC INC COM | $1,852 | 0.00% | 13 | 1 | 8.3% | $142 | 加仓 |
| PSN | PARSONS CORP DEL COM | $1,842 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $1,834 | 0.00% | 48 | 7 | 17.1% | $267 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $1,833 | 0.00% | 46 | 2 | 4.5% | $80 | 加仓 |
| LVS | Las Vegas Sands Corp | $1,832 | 0.00% | 34 | 3 | 9.7% | $162 | 加仓 |
| TECH | BIO-TECHNE CORP COM | $1,829 | 0.00% | 35 | 3 | 9.4% | $157 | 加仓 |
| ROG | ROGERS CORP COM | $1,825 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $1,822 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $1,821 | 0.00% | 50 | 2 | 4.2% | $73 | 加仓 |
| GL | GLOBE LIFE INC COM | $1,809 | 0.00% | 13 | 2 | 18.2% | $278 | 加仓 |
| STLA | STELLANTIS N.V SHS | $1,801 | 0.00% | 254 | -148 | -36.8% | -$1,049 | 减仓 |
| NTRA | NATERA INC COM | $1,800 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $1,795 | 0.00% | 75 | 7 | 10.3% | $168 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $1,790 | 0.00% | 39 | 1 | 2.6% | $46 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC COM CL A | $1,787 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $1,784 | 0.00% | 23 | 4 | 21.1% | $310 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $1,765 | 0.00% | 49 | 4 | 8.9% | $144 | 加仓 |
| UDR | UDR INC COM | $1,757 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC COM | $1,752 | 0.00% | 20 | 2 | 11.1% | $175 | 加仓 |
| VVV | VALVOLINE INC COM | $1,751 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $1,739 | 0.00% | 7 | 1 | 16.7% | $248 | 加仓 |
| REXR | REXFORD INDL RLTY INC COM | $1,735 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $1,733 | 0.00% | 82 | 0 | 0.0% | — | 不变 |