Raffa Wealth Management, LLC
- SEC CIK
- 0001631073
- 最新申報
- 2026/7/27
2014 年第 2 季持倉
持倉截至 2014/6/30，2026/7/27 申報。只含多頭部位，變化是跟 2014 年第 1 季比股數。
- 持股檔數
- 279
- 較 2014 年第 1 季 +7
- 總值
- $1.31 億
- 較 2014 年第 1 季 +$801.0 萬 (+6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TXNMTXNM Energy Inc | COM | 187 | $5,485 | <0.1% | 00.0% | 不變 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 100 | $5,784 | <0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 60 | $6,149 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 50 | $6,431 | <0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 89 | $6,456 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 85 | $6,560 | <0.1% | 00.0% | 不變 | 歷史 |
| BWABorgwarner Inc | COM | 101 | $6,584 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 60 | $6,698 | <0.1% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 75 | $6,790 | <0.1% | 00.0% | 不變 | 歷史 |
| JWNNordstrom Inc | Stock | 100 | $6,793 | <0.1% | 00.0% | 不變 | 歷史 |
| CGNXCognex Corp | COM | 182 | $6,989 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 150 | $7,091 | <0.1% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 197 | $7,151 | <0.1% | 00.0% | 不變 | 歷史 |
| RIORio Tinto PLC | ADR | 133 | $7,219 | <0.1% | 00.0% | 不變 | 歷史 |
| BHPBHP Group Ltd | ADR | 106 | $7,256 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 75 | $7,266 | <0.1% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 125 | $7,340 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 25 | $7,990 | <0.1% | +4+19.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 100 | $8,043 | <0.1% | 00.0% | 不變 | 歷史 |
| NDSNNordson Corp | COM | 101 | $8,099 | <0.1% | +101 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 100 | $8,120 | <0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 110 | $8,190 | <0.1% | 00.0% | 不變 | 歷史 |
| MTGMgic Investment Corp | COM | 895 | $8,270 | <0.1% | +895 | 新進 | 歷史 |
| TKTeekay Corp Ltd | SHS | 138 | $8,591 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 263 | $8,674 | <0.1% | 00.0% | 不變 | – |
| SWKStanley Black & Decker, Inc. | COM | 100 | $8,782 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 161 | $8,824 | <0.1% | 00.0% | 不變 | – |
| URIUnited Rentals, Inc. | COM | 85 | $8,902 | <0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 200 | $9,062 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 151 | $9,063 | <0.1% | +28+22.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28 | $9,094 | <0.1% | +9+47.4% | 加碼 | 歷史 |
| EMFTempleton Emerging Markets Fund | COM | 500 | $9,115 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 192 | $9,151 | <0.1% | +1+0.5% | 加碼 | – |
| LKQLKQ Corp | COM | 344 | $9,181 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | ADR | 125 | $9,289 | <0.1% | 00.0% | 不變 | 歷史 |
| DFSDiscover Financial Services | COM | 150 | $9,297 | <0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 150 | $9,338 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 129 | $9,367 | <0.1% | +6+4.9% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 71 | $9,376 | <0.1% | +71 | 新進 | 歷史 |
| RRCRange Resources Corp | COM | 108 | $9,391 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 105 | $9,404 | <0.1% | +9+9.4% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 90 | $9,563 | <0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 100 | $9,679 | <0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 150 | $9,954 | <0.1% | 00.0% | 不變 | 歷史 |
| TRIPTripAdvisor, Inc. | COM | 93 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 80 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 40 | $1.03 萬 | <0.1% | 00.0% | 不變 | – |
| SNYSanofi | SPONSORED ADR | 200 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 439 | $1.07 萬 | <0.1% | +115+35.5% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 125 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 175 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 175 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288869 | MICRO-CAP ETF | 154 | $1.17 萬 | <0.1% | 00.0% | 不變 | – |
| IVZInvesco Ltd. | Stock | 313 | $1.18 萬 | <0.1% | +77+32.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 148 | $1.19 萬 | <0.1% | +27+22.3% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 400 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 125 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 199 | $1.29 萬 | <0.1% | +3+1.5% | 加碼 | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 224 | $1.36 萬 | <0.1% | +15+7.2% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 154 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 123 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 227 | $1.70 萬 | <0.1% | +2+0.9% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 340 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 337 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 225 | $1.87 萬 | <0.1% | 00.0% | 不變 | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 1,000 | $1.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 568 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 201 | $2.10 萬 | <0.1% | +101+101.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 698 | $2.16 萬 | <0.1% | +48+7.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 230 | $2.36 萬 | <0.1% | −2,349−91.1% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 912 | $2.40 萬 | <0.1% | +43+4.9% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 150 | $2.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 806 | $2.64 萬 | <0.1% | 00.0% | 不變 | – |
| AZOAutoZone Inc | COM | 50 | $2.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 466 | $2.69 萬 | <0.1% | +466 | 新進 | – |
| BCEBce Inc | COM NEW | 600 | $2.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 838 | $2.75 萬 | <0.1% | 00.0% | 不變 | – |
| EIXEdison International | Stock | 500 | $2.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 700 | $2.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 616 | $3.04 萬 | <0.1% | −548−47.1% | 減碼 | – |
| HUMHumana Inc | Stock | 240 | $3.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 417 | $3.12 萬 | <0.1% | −3−0.7% | 減碼 | – |
| DISWalt Disney Co | Stock | 368 | $3.16 萬 | <0.1% | +8+2.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 757 | $3.16 萬 | <0.1% | +57+8.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 248 | $3.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABMAbm Industries Inc | COM | 1,200 | $3.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 1,125 | $3.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 519 | $3.49 萬 | <0.1% | +196+60.7% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 700 | $3.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 366 | $3.71 萬 | <0.1% | +63+20.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 408 | $3.71 萬 | <0.1% | −19−4.4% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 900 | $3.89 萬 | <0.1% | 00.0% | 不變 | – |
| CNICanadian National Railway Co | Stock | 600 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 500 | $3.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 2,799 | $4.30 萬 | <0.1% | +2,694+2,565.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 373 | $4.36 萬 | <0.1% | 00.0% | 不變 | – |
| EBAYeBay Inc | COM | 947 | $4.74 萬 | <0.1% | −91−8.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 565 | $4.91 萬 | <0.1% | −72−11.3% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,051 | $4.92 萬 | <0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 1,017 | $4.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2014 年第 1 季之後清倉（9 檔）
2014 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2014 年第 1 季股數 | 2014 年第 1 季市值 | 2014 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VODVodafone Group Public Ltd Co | ADR | 4,509 | $16.6 萬 | 0.1% | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 2,607 | $7.62 萬 | 0.1% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 491 | $2.25 萬 | <0.1% | – |
| WisdomTree Managed Futures Strategy Fund00000WDTI | ETF | 427 | $1.75 萬 | <0.1% | – |
| JBHTHunt J B Transport Services Inc | COM | 89 | $6,401 | <0.1% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 318 | $4,398 | <0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 21 | $3,941 | <0.1% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 13 | $1,222 | <0.1% | 歷史 |
| CHRDChord Energy Corp | COM NEW | 15 | $626 | <0.1% | 歷史 |