跳到主要內容

Raffa Wealth Management, LLC

SEC CIK
0001631073
最新申報
2026/7/27

2017 年第 1 季持倉

持倉截至 2017/3/31,2026/7/27 申報。只含多頭部位,變化是跟 2016 年第 4 季比股數。

機構總覽
持股檔數
372
較 2016 年第 4 季 −510
總值
$2.06 億
較 2016 年第 4 季 +$1,465 萬 (+7.7%)
申報日
2026/7/27
SEC
Raffa Wealth Management, LLC 在 2017 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SHOOSteven Madden, Ltd.COM48$1,850<0.1%−23−32.4%減碼歷史
CNCCentene CorpStock26$1,853<0.1%00.0%不變歷史
DXCMDexcom IncCOM22$1,864<0.1%00.0%不變歷史
MIDDMIDDLEBY CorpCOM14$1,910<0.1%00.0%不變歷史
HXLHexcel CorpCOM36$1,964<0.1%00.0%不變歷史
HWMHowmet Aerospace Inc.Stock75$1,976<0.1%−17−18.5%減碼歷史
PENNPENN Entertainment, Inc.COM108$1,990<0.1%00.0%不變歷史
GWREGuidewire Software, Inc.COM36$2,028<0.1%+9+33.3%加碼歷史
ALLAllstate CorpStock25$2,037<0.1%−11−30.6%減碼歷史
GILDGilead Sciences, Inc.Stock30$2,038<0.1%−34−53.1%減碼歷史
IPGPIpg Photonics CorpCOM17$2,052<0.1%00.0%不變歷史
NDSNNordson CorpCOM17$2,088<0.1%00.0%不變歷史
DDominion Energy, IncStock27$2,094<0.1%−12−30.8%減碼歷史
PSOPearson PLCSPONSORED ADR250$2,120<0.1%−42−14.4%減碼歷史
SNVSynovus Financial CorpCOM NEW52$2,133<0.1%00.0%不變歷史
IDXXIDEXX Laboratories IncCOM14$2,165<0.1%00.0%不變歷史
ETEnergy Transfer LPCOM UT LTD PTN110$2,170<0.1%00.0%不變歷史
KWRQuaker Chemical CorpCOM17$2,238<0.1%−7−29.2%減碼歷史
JBLUJetBlue Airways CorpCOM112$2,308<0.1%00.0%不變歷史
PTCPTC Inc.Stock44$2,312<0.1%00.0%不變歷史
PBHPrestige Consumer Healthcare Inc.COM42$2,334<0.1%00.0%不變歷史
GEOGeo Group IncCOM51$2,365<0.1%−48−48.5%減碼歷史
HUNHuntsman CORPCOM97$2,380<0.1%00.0%不變歷史
PFPTProofpoint IncCOM32$2,380<0.1%00.0%不變歷史
POOLPool CorpCOM20$2,387<0.1%−7−25.9%減碼歷史
NUENucor CorpCOM40$2,389<0.1%+30+300.0%加碼歷史
HALHalliburton CoStock50$2,461<0.1%−19−27.5%減碼歷史
BACBank of America CorpStock105$2,477<0.1%−220−67.7%減碼歷史
URIUnited Rentals, Inc.COM20$2,501<0.1%−5−20.0%減碼歷史
Swedish Expt CR Corp870297603ROG AGRI ETN22400$2,516<0.1%00.0%不變–
FANGDiamondback Energy, Inc.Stock25$2,593<0.1%00.0%不變歷史
GCOGenesco IncCOM47$2,606<0.1%−13−21.7%減碼歷史
MOSMosaic CoCOM90$2,626<0.1%−10−10.0%減碼歷史
PMPhilip Morris International Inc.Stock24$2,710<0.1%+24新進歷史
YUMCYum China Holdings, Inc.COM100$2,720<0.1%−10−9.1%減碼歷史
ALGNAlign Technology IncCOM24$2,753<0.1%00.0%不變歷史
ANETArista Networks, Inc.Stock21$2,778<0.1%+3+16.7%加碼歷史
TDWTidewater IncCOM2,500$2,850<0.1%−28−1.1%減碼歷史
SFStifel Financial CorpCOM58$2,911<0.1%+4+7.4%加碼歷史
FDXFedEx CorpStock15$2,927<0.1%−7−31.8%減碼歷史
DUKDuke Energy CORPStock36$2,952<0.1%−14−28.0%減碼歷史
OZKBank OZKCOM60$3,121<0.1%00.0%不變歷史
NEMNEWMONT CorpStock100$3,296<0.1%−14−12.3%減碼歷史
GLWCorning IncCOM125$3,375<0.1%−33−20.9%減碼歷史
MELIMercadolibre IncCOM16$3,384<0.1%00.0%不變歷史
UEICUniversal Electronics IncCOM52$3,562<0.1%00.0%不變歷史
HASHasbro, Inc.COM36$3,594<0.1%00.0%不變歷史
BURLBurlington Stores, Inc.COM37$3,600<0.1%−14−27.5%減碼歷史
NEUNewmarket CorpCOM8$3,626<0.1%00.0%不變歷史
TRIPTripAdvisor, Inc.COM93$4,014<0.1%−5−5.1%減碼歷史
CCChemours CoStock106$4,081<0.1%−90−45.9%減碼歷史
GSKGSK plcADR100$4,216<0.1%−63−38.7%減碼歷史
ABTAbbott LaboratoriesStock100$4,441<0.1%−30−23.1%減碼歷史
TFCTruist Financial CorpCOM100$4,470<0.1%−41−29.1%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM12$4,650<0.1%00.0%不變歷史
BUDAnheuser-Busch InBev SA/NVADR45$4,939<0.1%−11−19.6%減碼歷史
SOSouthern CoStock100$4,978<0.1%−18−15.3%減碼歷史
GISGeneral Mills IncStock85$5,016<0.1%−17−16.7%減碼歷史
LLYEli Lilly & CoStock60$5,047<0.1%−23−27.7%減碼歷史
CINFCincinnati Financial CorpCOM70$5,059<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM200$5,080<0.1%−30−13.0%減碼歷史
FASTFastenal CoStock100$5,150<0.1%−11−9.9%減碼歷史
PLDPrologis, Inc.REIT100$5,188<0.1%−19−16.0%減碼歷史
METMetlife IncStock100$5,282<0.1%−22−18.0%減碼歷史
WCNWaste Connections, Inc.COM60$5,293<0.1%00.0%不變歷史
BLKBlackRock, Inc.Stock14$5,369<0.1%−2−12.5%減碼歷史
NVSNovartis AGADR75$5,570<0.1%−53−41.4%減碼歷史
JCIJohnson Controls International plcStock138$5,813<0.1%−28−16.9%減碼歷史
WMWaste Management IncStock80$5,834<0.1%−9−10.1%減碼歷史
JWNNordstrom IncStock127$5,914<0.1%00.0%不變歷史
NSCNorfolk Southern CorpStock55$6,158<0.1%−12−17.9%減碼歷史
YUMYum Brands IncStock100$6,390<0.1%−10−9.1%減碼歷史
BKRBaker Hughes CoCL A110$6,580<0.1%−13−10.6%減碼歷史
CCLCarnival Corp Ltd.Stock114$6,716<0.1%−14−10.9%減碼歷史
SNAPSnap IncStock300$6,759<0.1%+300新進歷史
APDAir Products & Chemicals, Inc.Stock50$6,765<0.1%−6−10.7%減碼歷史
BPBP PLCADR200$6,904<0.1%−120−37.5%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF103$7,106<0.1%−162−61.1%減碼–
HPEHewlett Packard Enterprise CoCOM300$7,110<0.1%−38−11.2%減碼歷史
AFLAflac IncStock100$7,242<0.1%−11−9.9%減碼歷史
CLColgate Palmolive CoStock100$7,319<0.1%−21−17.4%減碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF75$7,624<0.1%00.0%不變–
FTVFortive CorpStock127$7,648<0.1%−5−3.8%減碼歷史
NEENextera Energy IncStock60$7,702<0.1%−9−13.0%減碼歷史
AZNAstraZeneca PLCADR250$7,785<0.1%−98−28.2%減碼歷史
GDGeneral Dynamics CorpStock42$7,862<0.1%−8−16.0%減碼歷史
MAMastercard IncStock70$7,873<0.1%−23−24.7%減碼歷史
PSXPhillips 66Stock100$7,922<0.1%−13−11.5%減碼歷史
TXNTexas Instruments IncStock100$8,056<0.1%−19−16.0%減碼歷史
Vanguard Health Care ETF92204A504ETF60$8,269<0.1%00.0%不變–
FLGFlagstar Bank, National AssociationStock600$8,382<0.1%00.0%不變歷史
TAT&T Inc.Stock207$8,613<0.1%−125−37.7%減碼歷史
ESEversource EnergyStock150$8,817<0.1%00.0%不變歷史
KOCoca Cola CoStock209$8,870<0.1%−83−28.4%減碼歷史
NVAXNovavax IncCOM NEW7,000$8,960<0.1%+3,500+100.0%加碼歷史
MXIMMaxim Integrated Products IncCOM200$8,992<0.1%00.0%不變歷史
SNYSanofiSPONSORED ADR200$9,050<0.1%−88−30.6%減碼歷史
iShares Tr464288158SHRT NAT MUN ETF90$9,503<0.1%00.0%不變–
ULUnilever PLCSPON ADR NEW200$9,868<0.1%−20−9.1%減碼歷史
iShares Tr464287721U.S. TECH ETF75$1.01 萬<0.1%00.0%不變–

2016 年第 4 季之後清倉(524 檔)

2016 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 524 檔。

Raffa Wealth Management, LLC 在 2016 年第 4 季之後清倉的部位
證券類別2016 年第 4 季股數2016 年第 4 季市值2016 年第 4 季佔組合 %紀錄
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF623$5.86 萬<0.1%–
HUMHumana IncStock245$5.00 萬<0.1%歷史
TSLATesla, Inc.Stock170$3.63 萬<0.1%歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF192$2.79 萬<0.1%–
HSBCHSBC Holdings PLCSPON ADR NEW162$6,509<0.1%歷史
TMToyota Motor CorpADS55$6,446<0.1%歷史
AMZNAmazon Com IncStock8$5,999<0.1%歷史
ADMArcher-Daniels-Midland CoStock106$4,839<0.1%歷史
SHELShell plcADR88$4,785<0.1%歷史
RYRoyal Bank of CanadaStock57$3,859<0.1%歷史
TDToronto Dominion BankStock78$3,849<0.1%歷史
CCitigroup IncStock63$3,744<0.1%歷史
IBMInternational Business Machines CorpStock20$3,320<0.1%歷史
SANBanco Santander, S.A.ADR597$3,092<0.1%歷史
MCDMcDonalds CorpStock23$2,800<0.1%歷史
BNSBank of Nova ScotiaCOM50$2,784<0.1%歷史
HRBH&R Block IncCOM113$2,598<0.1%歷史
ABBVAbbVie Inc.Stock38$2,380<0.1%歷史
INGING Groep NVSPONSORED ADR162$2,284<0.1%歷史
UBSUBS Group AGStock142$2,225<0.1%歷史
BCSBarclays PLCADR194$2,134<0.1%歷史
SUSuncor Energy IncStock65$2,125<0.1%歷史
JACKJack in the Box IncCOM19$2,121<0.1%歷史
WTFCWintrust Financial CorpCOM28$2,032<0.1%歷史
BMOBank of MontrealCOM28$2,014<0.1%歷史
MFGMizuho Financial Group IncSPONSORED ADR555$1,992<0.1%歷史
RTXRTX CorpStock18$1,973<0.1%歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR290$1,963<0.1%歷史
LYGLloyds Banking Group plcSPONSORED ADR623$1,931<0.1%歷史
EEni SpASPONSORED ADR59$1,902<0.1%歷史
HMCHonda Motor Co LtdADR ECH CNV IN 365$1,897<0.1%歷史
AIGAmerican International Group, Inc.Stock29$1,894<0.1%歷史
HONHoneywell International IncStock16$1,854<0.1%歷史
FULFuller H B CoStock37$1,787<0.1%歷史
BHPBHP Group LtdADR49$1,753<0.1%歷史
CACICACI International IncCL A14$1,740<0.1%歷史
RIORio Tinto PLCADR45$1,731<0.1%歷史
MDLZMondelez International, Inc.Stock39$1,729<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE29$1,692<0.1%歷史
SRSpire IncCOM26$1,678<0.1%歷史
ALEAllete IncCOM NEW25$1,605<0.1%歷史
SANMSanmina CorpCOM43$1,576<0.1%歷史
FCFSFirstCash Holdings, Inc.COM33$1,551<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM19$1,550<0.1%歷史
AITApplied Industrial Technologies IncCOM26$1,544<0.1%歷史
MSMorgan StanleyStock36$1,521<0.1%歷史
AVAAvista CorpCOM38$1,520<0.1%歷史
TTEKTetra Tech IncCOM35$1,510<0.1%歷史
SJISouth Jersey Industries IncCOM44$1,482<0.1%歷史
UBSIUnited Bankshares IncCOM32$1,480<0.1%歷史
BKNGBooking Holdings Inc.Stock1$1,466<0.1%歷史
CBChubb LtdStock11$1,453<0.1%歷史
VACMarriott Vacations Worldwide CorpCOM17$1,442<0.1%歷史
DOWDow Inc.Stock25$1,431<0.1%歷史
WWWWolverine World Wide IncCOM65$1,427<0.1%歷史
BIIBBiogen Inc.COM5$1,418<0.1%歷史
MFCManulife Financial CorpCOM79$1,408<0.1%歷史
KHCKraft Heinz CoStock16$1,397<0.1%歷史
NVDANVIDIA CorpStock13$1,388<0.1%歷史
NBTBNBT Bancorp IncCOM33$1,382<0.1%歷史
NVONovo Nordisk A SADR38$1,363<0.1%歷史
MLIMueller Industries IncCOM34$1,359<0.1%歷史
FFBCFirst Financial BancorpCOM47$1,337<0.1%歷史
GMGeneral Motors CoCOM38$1,324<0.1%歷史
CBUCommunity Financial System, Inc.COM21$1,298<0.1%歷史
SBRASabra Health Care REIT, Inc.REIT53$1,294<0.1%歷史
BNYBank of New York Mellon CorpStock27$1,279<0.1%歷史
TJXTJX Companies IncStock17$1,277<0.1%歷史
NOKNokia CorpSPONSORED ADR265$1,275<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock9$1,270<0.1%歷史
ITRIItron, Inc.COM20$1,257<0.1%歷史
LMTLockheed Martin CorpStock5$1,250<0.1%歷史
MKSIMKS IncCOM21$1,247<0.1%歷史
SPGSimon Property Group Inc.REIT7$1,244<0.1%歷史
ADPAutomatic Data Processing IncStock12$1,233<0.1%歷史
DARDarling Ingredients Inc.COM95$1,226<0.1%歷史
NWBINorthwest Bancshares, Inc.COM68$1,226<0.1%歷史
NMRNomura Holdings IncSPONSORED ADR207$1,221<0.1%歷史
EOGEOG Resources IncStock12$1,213<0.1%歷史
PLCEChildrens Place, Inc.COM12$1,211<0.1%歷史
CATCaterpillar IncStock13$1,206<0.1%歷史
SIGISelective Insurance Group IncCOM28$1,205<0.1%歷史
HMNHorace Mann Educators CorpCOM28$1,198<0.1%歷史
INDBIndependent Bank CorpCOM17$1,198<0.1%歷史
SLFSun Life Financial IncCOM31$1,191<0.1%歷史
PLXSPlexus CorpCOM22$1,189<0.1%歷史
EGPEastgroup Properties IncCOM16$1,181<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock10$1,170<0.1%歷史
SYYSysco CorpStock21$1,163<0.1%歷史
BDXBecton Dickinson & CoStock7$1,159<0.1%歷史
TGTTarget CorpStock16$1,156<0.1%歷史
SWXSouthwest Gas Holdings, Inc.COM15$1,149<0.1%歷史
PRUPrudential Financial IncStock11$1,145<0.1%歷史
KMBKimberly Clark CorpStock10$1,141<0.1%歷史
NWENorthWestern Energy Group, Inc.COM NEW20$1,137<0.1%歷史
SMTCSemtech CorpStock36$1,136<0.1%歷史
NWNNorthwest Natural Holding CoCOM19$1,136<0.1%歷史
TMPTompkins Financial CorpCOM12$1,134<0.1%歷史
IBKRInteractive Brokers Group, Inc.Stock31$1,132<0.1%歷史
SKYWSkywest IncCOM31$1,130<0.1%歷史