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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $6,648.30万 | 10.38% | 660,471 | -34,135 | -4.9% | -$343.60万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $5,633.46万 | 8.80% | 175,690 | 3,775 | 2.2% | $121.04万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $5,008.77万 | 7.82% | 782,167 | -28,513 | -3.5% | -$182.59万 | 减仓 |
| BND | Vanguard Total Bond Market ETF | $4,639.93万 | 7.25% | 630,092 | -60 | -0.0% | -$4,418 | 减仓 |
| AVUS | Avantis US Equity ETF | $4,470.46万 | 6.98% | 402,092 | 13,887 | 3.6% | $154.40万 | 加仓 |
| IGSB | iShares Short-Term Corporate Bond ETF | $4,272.48万 | 6.67% | 812,876 | 119,406 | 17.2% | $627.60万 | 加仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $3,976.87万 | 6.21% | 480,589 | 64,897 | 15.6% | $537.02万 | 加仓 |
| IAGG | iShares Core International Aggregate Bond ETF | $3,817.17万 | 5.96% | 762,824 | 74,102 | 10.8% | $370.81万 | 加仓 |
| — | Dimensional U.S. Core Equity 2 ETF | $3,160.71万 | 4.94% | 813,475 | 18,478 | 2.3% | $71.80万 | 加仓 |
| FQAL | Fidelity Quality Factor ETF | $2,674.78万 | 4.18% | 368,428 | 11,659 | 3.3% | $84.64万 | 加仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $2,467.75万 | 3.85% | 495,682 | 40,729 | 9.0% | $202.77万 | 加仓 |
| AVDE | Avantis International Equity ETF | $1,430.55万 | 2.23% | 168,617 | 84 | 0.0% | $7,127 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $1,315.71万 | 2.05% | 243,824 | -4,351 | -1.8% | -$23.48万 | 减仓 |
| — | Dimensional US High Profitability ETF | $1,049.79万 | 1.64% | 285,578 | 12,280 | 4.5% | $45.14万 | 加仓 |
| ESGD | iShares MSCI EAFE ESG Select ETF | $754.32万 | 1.18% | 78,887 | 9,706 | 14.0% | $92.81万 | 加仓 |
| SUSB | iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $649.68万 | 1.01% | 259,200 | -7,628 | -2.9% | -$19.12万 | 减仓 |
| ESGV | Vanguard ESG U.S. Stock ETF | $613.47万 | 0.96% | 54,642 | 59 | 0.1% | $6,624 | 加仓 |
| VOO | Vanguard 500 Index Fund ETF | $559.47万 | 0.87% | 9,363 | 29 | 0.3% | $1.73万 | 加仓 |
| BSV | Vanguard Short Term Bond Index ETF | $515.45万 | 0.81% | 65,745 | -3,639 | -5.2% | -$28.53万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $469.75万 | 0.73% | 7,223 | -25 | -0.3% | -$1.63万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $459.91万 | 0.72% | 23,971 | 104 | 0.4% | $2.00万 | 加仓 |
| DIHP | Dimensional International High Profitability ETF | $459.27万 | 0.72% | 142,541 | 9,834 | 7.4% | $31.69万 | 加仓 |
| AGG | iShares Core US Aggregate Bond ETF | $445.04万 | 0.70% | 44,831 | 285 | 0.6% | $2.83万 | 加仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $379.29万 | 0.59% | 47,848 | -1,582 | -3.2% | -$12.54万 | 减仓 |
| ACWX | iShares MSCI ACWI ex US ETF | $376.78万 | 0.59% | 55,029 | -273 | -0.5% | -$1.87万 | 减仓 |
| ESGE | iShares MSCI EM ESG Select ETF | $337.10万 | 0.53% | 74,136 | 6,235 | 9.2% | $28.35万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $325.35万 | 0.51% | 16,583 | 14,580 | 727.9% | $286.05万 | 加仓 |
| VCEB | Vanguard ESG U.S. Corporate Bond ETF | $303.65万 | 0.47% | 48,329 | 318 | 0.7% | $2.00万 | 加仓 |
| VSGX | Vanguard ESG International Stock ETF | $293.50万 | 0.46% | 40,917 | 243 | 0.6% | $1.74万 | 加仓 |
| AAPL | Apple | $293.16万 | 0.46% | 11,551 | 101 | 0.9% | $2.56万 | 加仓 |
| VGSH | Vanguard Short-Term Government Bond ETF | $278.75万 | 0.44% | 47,616 | 2,750 | 6.1% | $16.10万 | 加仓 |
| DFAU | Dimensional US Core Equity Market ETF | $260.62万 | 0.41% | 57,761 | 34 | 0.1% | $1,534 | 加仓 |
| VTIP | Vanguard Short Term Inflation Protected Securities | $260.56万 | 0.41% | 52,165 | 399 | 0.8% | $1.99万 | 加仓 |
| SMMD | iShares Russell 2500 ETF | $246.66万 | 0.39% | 32,306 | 70 | 0.2% | $5,344 | 加仓 |
| BIV | Vanguard Intermediate-Term Bond ETF | $227.79万 | 0.36% | 29,515 | 3,373 | 12.9% | $26.03万 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US ETF | $225.42万 | 0.35% | 30,016 | -5,943 | -16.5% | -$44.63万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $216.51万 | 0.34% | 3,315 | 9 | 0.3% | $5,878 | 加仓 |
| VUG | Vanguard Growth Index Fund | $198.61万 | 0.31% | 4,547 | 4,528 | 23,831.6% | $197.78万 | 重新持有 |
| FREL | Fidelity MSCI Real Estate Index ETF | $189.53万 | 0.30% | 70,432 | 7,608 | 12.1% | $20.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $186.88万 | 0.29% | 10,716 | 101 | 1.0% | $1.76万 | 加仓 |
| IEFA | iShares Core MSCI EAFE Fund ETF | $139.83万 | 0.22% | 15,446 | -18,964 | -55.1% | -$171.68万 | 减仓 |
| JFLX | JPMorgan Flexible Debt ETF | $136.28万 | 0.21% | 27,436 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total International Stock ETF | $128.35万 | 0.20% | 16,645 | -147 | -0.9% | -$1.13万 | 减仓 |
| VO | Vanguard Mid-Cap Index Fund | $113.61万 | 0.18% | 3,987 | 2,141 | 116.0% | $61.01万 | 加仓 |
| EGBN | EAGLE BANCORPORATION INC COM | $107.20万 | 0.17% | 43,105 | -6,233 | -12.6% | -$15.50万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $90.95万 | 0.14% | 1,898 | 9 | 0.5% | $4,313 | 加仓 |
| VBR | Vanguard Small-Cap Value Index Fund | $89.33万 | 0.14% | 4,196 | 3 | 0.1% | $639 | 加仓 |
| MSFT | Microsoft | $85.09万 | 0.13% | 2,299 | 12 | 0.5% | $4,441 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $71.57万 | 0.11% | 5,025 | -67 | -1.3% | -$9,543 | 减仓 |
| VNQ | Vanguard Real Estate ETF | $66.97万 | 0.10% | 7,550 | -43 | -0.6% | -$3,814 | 减仓 |
| DFAI | Dimensional International Core Equity Market ETF | $64.66万 | 0.10% | 16,596 | 10 | 0.1% | $390 | 加仓 |
| QQQ | Invesco PowerShares QQQ Trust | $62.13万 | 0.10% | 1,076 | 1 | 0.1% | $577 | 加仓 |
| AVEM | Avantis Emerging Markets Equity ETF | $61.73万 | 0.10% | 7,661 | 3 | 0.0% | $242 | 加仓 |
| GVI | iShares Intermediate Gov/Credit Bond ETF | $60.55万 | 0.09% | 5,675 | -48,137 | -89.5% | -$513.57万 | 减仓 |
| EFV | iShares MSCI EAFE Value ETF | $59.67万 | 0.09% | 8,173 | -5 | -0.1% | -$365 | 减仓 |
| DFIC | Dimensional International Core Equity 2 ETF | $57.83万 | 0.09% | 16,277 | -2,577 | -13.7% | -$9.16万 | 减仓 |
| AMZN | AMAZON COM INC COM | $56.05万 | 0.09% | 2,691 | 78 | 3.0% | $1.62万 | 加仓 |
| — | DFA US Real Estate ETF | $52.65万 | 0.08% | 22,261 | -466 | -2.1% | -$1.10万 | 减仓 |
| GOOG | Alphabet Class C | $51.15万 | 0.08% | 1,783 | -274 | -13.3% | -$7.86万 | 减仓 |
| BNDX | Vanguard Total International Bond Index ETF | $50.87万 | 0.08% | 10,619 | -1,488 | -12.3% | -$7.13万 | 减仓 |
| DBEF | XTrackers MSCI EAFE Hedged Equity ETF | $49.91万 | 0.08% | 10,103 | 0 | 0.0% | — | 不变 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $46.09万 | 0.07% | 5,961 | 0 | 0.0% | — | 不变 |
| VYM | Vanguard High Dividend Yield ETF | $43.46万 | 0.07% | 2,934 | 1 | 0.0% | $148 | 加仓 |
| SCHM | Schwab US Mid-Cap ETF | $42.72万 | 0.07% | 13,797 | 34 | 0.2% | $1,053 | 加仓 |
| GOOGL | Alphabet Class A | $40.69万 | 0.06% | 1,415 | 65 | 4.8% | $1.87万 | 加仓 |
| SUB | iShares Short-Term National Muni Bond ETF | $37.92万 | 0.06% | 3,560 | 1,998 | 127.9% | $21.28万 | 加仓 |
| LLY | ELI LILLY & CO COM | $37.02万 | 0.06% | 403 | 5 | 1.3% | $4,594 | 加仓 |
| — | Invesco Nasdaq Biotechnology ETF | $36.44万 | 0.06% | 12,570 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co. | $35.34万 | 0.06% | 1,201 | 8 | 0.7% | $2,354 | 加仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $35.26万 | 0.06% | 19,276 | 0 | 0.0% | — | 不变 |
| MBB | iShares MBS ETF | $33.41万 | 0.05% | 3,519 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Inc. | $32.58万 | 0.05% | 1,379 | 3 | 0.2% | $709 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $32.47万 | 0.05% | 1,329 | 61 | 4.8% | $1.49万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markers ETF | $31.91万 | 0.05% | 4,575 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie Inc | $31.05万 | 0.05% | 1,428 | 47 | 3.4% | $1.02万 | 加仓 |
| IWN | iShares Russell 2000 Value ETF | $30.13万 | 0.05% | 1,589 | 4 | 0.3% | $759 | 加仓 |
| WMT | WALMART INC COM | $29.87万 | 0.05% | 2,404 | 151 | 6.7% | $1.88万 | 加仓 |
| — | Dimensional US Core Equity 1 ETF | $28.63万 | 0.04% | 3,972 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $28.10万 | 0.04% | 1,656 | 124 | 8.1% | $2.10万 | 加仓 |
| V | Visa | $24.18万 | 0.04% | 800 | 241 | 43.1% | $7.28万 | 加仓 |
| VYMI | Vanguard International High Dividend | $24.05万 | 0.04% | 2,552 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $23.91万 | 0.04% | 913 | -6 | -0.7% | -$1,571 | 减仓 |
| META | Facebook Inc. | $23.51万 | 0.04% | 411 | -23 | -5.3% | -$1.32万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $23.00万 | 0.04% | 5,039 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $21.60万 | 0.03% | 698 | 54 | 8.4% | $1.67万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $20.98万 | 0.03% | 2,160 | 0 | 0.0% | — | 不变 |
| — | Dimensional U.S. Targeted Value ETF | $20.75万 | 0.03% | 3,323 | -106 | -3.1% | -$6,619 | 减仓 |
| MRK | MERCK & CO INC COM | $20.53万 | 0.03% | 1,707 | 75 | 4.6% | $9,022 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $19.61万 | 0.03% | 1,418 | 4 | 0.3% | $553 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $19.20万 | 0.03% | 227 | 2 | 0.9% | $1,692 | 加仓 |
| AMGN | Amgen Inc | $19.18万 | 0.03% | 545 | 8 | 1.5% | $2,816 | 加仓 |
| TSLA | TESLA INC COM | $17.14万 | 0.03% | 461 | 9 | 2.0% | $3,346 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $17.03万 | 0.03% | 3,414 | 2,255 | 194.6% | $11.25万 | 加仓 |
| IJR | iShares S&P Small-Cap ETF | $16.91万 | 0.03% | 1,360 | 0 | 0.0% | — | 不变 |
| SHY | iShares 1-3 Year Treasury Bond ETF | $16.89万 | 0.03% | 2,046 | 12 | 0.6% | $991 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $16.60万 | 0.03% | 786 | 3 | 0.4% | $633 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $15.94万 | 0.02% | 2,248 | 5 | 0.2% | $355 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $15.77万 | 0.02% | 1,092 | 76 | 7.5% | $1.10万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $15.69万 | 0.02% | 610 | 2 | 0.3% | $514 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $15.56万 | 0.02% | 1,027 | 7 | 0.7% | $1,060 | 加仓 |