Raffa Wealth Management, LLC
- SEC CIK
- 0001631073
- 最新申報
- 2026/7/27
2017 年第 2 季持倉
持倉截至 2017/6/30，2026/7/27 申報。只含多頭部位，變化是跟 2017 年第 1 季比股數。
- 持股檔數
- 397
- 較 2017 年第 1 季 +25
- 總值
- $2.31 億
- 較 2017 年第 1 季 +$2,564 萬 (+12.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 200 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 110 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LAZLazard, Inc. | COM | 250 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 184 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNYSanofi | SPONSORED ADR | 250 | $1.20 萬 | <0.1% | +50+25.0% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 75 | $1.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 89 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 500 | $1.23 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 40 | $1.24 萬 | <0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 100 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EGEverest Group, Ltd. | COM | 50 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 238 | $1.32 萬 | <0.1% | −500−67.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 165 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 225 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 70 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 100 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 119 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288869 | MICRO-CAP ETF | 160 | $1.43 萬 | <0.1% | 00.0% | 不變 | – |
| CGNXCognex Corp | COM | 182 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 275 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 490 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 150 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 115 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 336 | $1.74 萬 | <0.1% | +4+1.2% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 125 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 82 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 2,500 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 165 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRKroger Co | Stock | 920 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 400 | $2.15 萬 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 250 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 400 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 669 | $2.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 1,227 | $2.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 273 | $2.41 萬 | <0.1% | −403−59.6% | 減碼 | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 400 | $2.49 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 243 | $2.50 萬 | <0.1% | +2+0.8% | 加碼 | – |
| ORCLOracle Corp | Stock | 500 | $2.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 150 | $2.61 萬 | <0.1% | −27−15.3% | 減碼 | – |
| LENLennar Corp | CL A | 500 | $2.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 435 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 500 | $2.77 萬 | <0.1% | 00.0% | 不變 | – |
| EBAYeBay Inc | COM | 800 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 210 | $2.85 萬 | <0.1% | 00.0% | 不變 | – |
| GWWW.W. Grainger, Inc. | Stock | 160 | $2.89 萬 | <0.1% | −250−61.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 385 | $2.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 248 | $2.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 250 | $3.03 萬 | <0.1% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 304 | $3.09 萬 | <0.1% | +229+305.3% | 加碼 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 806 | $3.11 萬 | <0.1% | 00.0% | 不變 | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 1,065 | $3.13 萬 | <0.1% | +1,065 | 新進 | – |
| EGBNEagle Bancorp Inc | COM | 500 | $3.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 150 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 292 | $3.21 萬 | <0.1% | −134−31.5% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 300 | $3.31 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 604 | $3.33 萬 | <0.1% | +604 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 180 | $3.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 1,380 | $3.73 萬 | <0.1% | −29−2.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 245 | $3.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 500 | $3.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 3,500 | $3.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 1,014 | $3.95 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 717 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 566 | $4.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 800 | $4.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | Stock | 534 | $4.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 175 | $4.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W877 | GLB HIGH DIV FD | 1,000 | $4.52 萬 | <0.1% | +1,000 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 1,700 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,909 | $4.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 341 | $4.81 萬 | <0.1% | +199+140.1% | 加碼 | – |
| CNICanadian National Railway Co | Stock | 600 | $4.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 859 | $4.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 404 | $4.96 萬 | <0.1% | 00.0% | 不變 | – |
| ABMAbm Industries Inc | COM | 1,200 | $4.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 240 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 1,606 | $5.10 萬 | <0.1% | 00.0% | 不變 | – |
| JJacobs Solutions Inc. | COM | 950 | $5.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,000 | $5.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 368 | $5.24 萬 | <0.1% | +3+0.8% | 加碼 | – |
| PCARPaccar Inc | COM | 800 | $5.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBDeutsche Bank Aktiengesellschaft | NAMEN AKT | 3,000 | $5.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 1,775 | $5.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 282 | $5.42 萬 | <0.1% | +114+67.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 851 | $5.44 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 1,465 | $5.58 萬 | <0.1% | 00.0% | 不變 | – |
| OMEROmeros Corp | COM | 3,000 | $5.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 250 | $6.09 萬 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 555 | $6.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 530 | $6.24 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 929 | $6.27 萬 | <0.1% | +4+0.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 475 | $6.28 萬 | <0.1% | −49−9.4% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 647 | $6.80 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Energy ETF92204A306 | ETF | 780 | $6.90 萬 | <0.1% | −111−12.5% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 781 | $7.20 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 1,400 | $7.28 萬 | <0.1% | +678+93.9% | 加碼 | – |
| DISWalt Disney Co | Stock | 694 | $7.37 萬 | <0.1% | −31−4.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,518 | $7.62 萬 | <0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 2,464 | $8.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,500 | $8.63 萬 | <0.1% | +3,500 | 新進 | – |
2017 年第 1 季之後清倉（12 檔）
2017 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2017 年第 1 季股數 | 2017 年第 1 季市值 | 2017 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 1,219 | $3.47 萬 | <0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 515 | $1.99 萬 | <0.1% | – |
| PSXPhillips 66 | Stock | 100 | $7,922 | <0.1% | 歷史 |
| CLColgate Palmolive Co | Stock | 100 | $7,319 | <0.1% | 歷史 |
| BPBP PLC | ADR | 200 | $6,904 | <0.1% | 歷史 |
| MOSMosaic Co | COM | 90 | $2,626 | <0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 14 | $2,165 | <0.1% | 歷史 |
| ALLAllstate Corp | Stock | 25 | $2,037 | <0.1% | 歷史 |
| CNCCentene Corp | Stock | 26 | $1,853 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 98 | $1,426 | <0.1% | 歷史 |
| ALSumisho Air Lease Corp | CL A | 20 | $775 | <0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 26 | $751 | <0.1% | 歷史 |