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Raffa Wealth Management, LLC

SEC CIK
0001631073
最新申報
2026/7/27

2017 年第 3 季持倉

持倉截至 2017/9/30，2026/7/27 申報。只含多頭部位，變化是跟 2017 年第 2 季比股數。

機構總覽
持股檔數
277
較 2017 年第 2 季 −120
總值
$2.46 億
較 2017 年第 2 季 +$1,435 萬 (+6.2%)
申報日
2026/7/27
SEC
Raffa Wealth Management, LLC 在 2017 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Total Bond Market ETF921937835ETF1,043,258$8,551 萬34.8%+20,041+2.0%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF797,396$3,461 萬14.1%+17,423+2.2%加碼–
iShares Tr464288612INTRM GOV CR ETF248,200$2,753 萬11.2%+2,962+1.2%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF333,996$1,455 萬5.9%+19,518+6.2%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF62,141$804.8 萬3.3%+7,025+12.7%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF145,091$764.8 萬3.1%+923+0.6%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF44,202$484.4 萬2.0%−160−0.4%減碼–
iShares Tr464287689RUSSELL 3000 ETF31,941$476.8 萬1.9%+10,008+45.6%加碼–
CYRXCryoport, Inc.COM PAR $0.001314,587$309.9 萬1.3%00.0%不變歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF40,790$289.9 萬1.2%00.0%不變–
iShares Core MSCI Eafe ETF46432F842ETF42,255$271.2 萬1.1%+7,778+22.6%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF7,100$231.7 萬0.9%−433−5.7%減碼歷史
MSFTMicrosoft CorpStock28,215$210.2 萬0.9%−300−1.1%減碼歷史
SPYSPDR S&P 500 ETF TrustETF7,907$198.7 萬0.8%+830+11.7%加碼歷史
BRK.BBerkshire Hathaway IncStock10,255$188.0 萬0.8%00.0%不變歷史
AMGNAmgen IncStock9,387$175.0 萬0.7%00.0%不變歷史
AAPLApple Inc.Stock10,339$159.3 萬0.6%−300−2.8%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF10,451$130.7 萬0.5%−5,364−33.9%減碼–
iShares Tr464287234MSCI EMG MKT ETF26,739$119.8 萬0.5%+14,500+118.5%加碼–
iShares Russell Top 200 Growth ETF464289438ETF15,928$108.0 萬0.4%+7,429+87.4%加碼–
ProShares Tr74347B607INVT INT RT HG13,300$102.4 萬0.4%00.0%不變–
iShares MSCI USA Momentum Factor ETF46432F396ETF10,000$95.7 萬0.4%+10,000新進–
SPDR Series Trust78464A763ST STR SP DIV8,610$78.6 萬0.3%00.0%不變–
VVisa Inc.Stock7,364$77.5 萬0.3%00.0%不變歷史
iShares Russell 1000 Value ETF464287598ETF6,135$72.7 萬0.3%−306−4.8%減碼–
PEPPepsiCo IncStock6,391$71.2 萬0.3%−550−7.9%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,600$70.3 萬0.3%00.0%不變–
Vanguard Short-Term Bond ETF921937827ETF8,733$69.7 萬0.3%+19+0.2%加碼–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW15,424$67.7 萬0.3%+4,043+35.5%加碼–
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC14,000$66.4 萬0.3%+14,000新進–
iShares MSCI USA Min Vol Factor ETF46429B697ETF13,179$66.3 萬0.3%+3,072+30.4%加碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL14,337$65.6 萬0.3%+3,341+30.4%加碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF25,000$65.4 萬0.3%00.0%不變–
JPMJPMorgan Chase & CoStock6,591$63.0 萬0.3%−250−3.7%減碼歷史
GOOGAlphabet Inc.Stock628$60.2 萬0.2%00.0%不變歷史
WisdomTree Tr97717W604US SMALLCAP DIVD7,000$58.8 萬0.2%+7,000新進–
PGProcter & Gamble CoStock6,113$55.6 萬0.2%00.0%不變歷史
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL9,328$51.8 萬0.2%+9,328新進–
AXPAmerican Express CoStock5,575$50.4 萬0.2%00.0%不變歷史
RJFRaymond James Financial IncCOM5,600$47.2 萬0.2%00.0%不變歷史
AMTAmerican Tower CorpREIT3,435$46.9 萬0.2%00.0%不變歷史
METAMeta Platforms, Inc.Stock2,739$46.8 萬0.2%00.0%不變歷史
LOWLowes Companies IncStock5,680$45.4 萬0.2%−50−0.9%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF3,393$43.4 萬0.2%+2,989+739.9%加碼–
CSCOCisco Systems, Inc.Stock12,864$43.3 萬0.2%00.0%不變歷史
EXPEExpedia Group, Inc.Stock2,873$41.4 萬0.2%−270−8.6%減碼歷史
CVXChevron CorpStock3,482$40.9 萬0.2%00.0%不變歷史
VZVerizon Communications IncStock8,224$40.7 萬0.2%+20.0%加碼歷史
BALLBALL CorpCOM9,500$39.2 萬0.2%00.0%不變歷史
FFIVF5, Inc.Stock3,200$38.6 萬0.2%00.0%不變歷史
COSTCostco Wholesale CorpStock2,320$38.1 萬0.2%+750+47.8%加碼歷史
iShares Tr464288273EAFE SML CP ETF6,134$38.0 萬0.2%+3,632+145.2%加碼–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY15,000$37.2 萬0.2%−15,623−51.0%減碼–
SLBSLB LimitedStock5,230$36.5 萬0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock1,535$36.4 萬0.1%00.0%不變歷史
GOOGLAlphabet Inc.Stock372$36.2 萬0.1%00.0%不變歷史
iShares Tr464287150CORE S&P TTL STK6,200$35.7 萬0.1%00.0%不變–
COPConocoPhillipsStock6,950$34.8 萬0.1%00.0%不變歷史
CPRTCopart IncCOM10,000$34.4 萬0.1%00.0%不變歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF4,685$33.3 萬0.1%+20+0.4%加碼–
EQTEQT CorpStock5,000$32.6 萬0.1%00.0%不變歷史
iShares Tr464288646ISHS 1-5YR INVS3,060$32.2 萬0.1%−25−0.8%減碼–
SBUXStarbucks CorpStock5,980$32.1 萬0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD3,899$31.2 萬0.1%+22+0.6%加碼–
LKQLKQ CorpCOM8,291$29.8 萬0.1%00.0%不變歷史
DEDeere & CoStock2,375$29.8 萬0.1%00.0%不變歷史
iShares Tr464288877EAFE VALUE ETF5,434$29.7 萬0.1%+5,434新進–
XOMExxonMobil Holdings CorpStock3,561$29.2 萬0.1%+8+0.2%加碼歷史
RMDResmed IncCOM3,750$28.9 萬0.1%00.0%不變歷史
MDTMedtronic plcStock3,700$28.8 萬0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 501,574$28.0 萬0.1%+8+0.5%加碼–
iShares Russell 2000 ETF464287655ETF1,830$27.1 萬0.1%+1,489+436.7%加碼–
PHParker-Hannifin CorpStock1,484$26.0 萬0.1%00.0%不變歷史
Starz Entertainment Corp535919401CL A VTG7,750$25.9 萬0.1%00.0%不變–
DHRDanaher CorpStock2,963$25.4 萬0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW7,500$24.9 萬0.1%00.0%不變–
Starz Entertainment Corp535919500CL B NON VTG7,750$24.6 萬0.1%00.0%不變–
NKENIKE, Inc.Stock4,750$24.6 萬0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF3,452$23.6 萬0.1%−1,546−30.9%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,127$22.5 萬0.1%+1,884+775.3%加碼–
QCOMQualcomm IncStock4,100$21.3 萬0.1%00.0%不變歷史
COFCapital One Financial CorpStock2,510$21.2 萬0.1%00.0%不變歷史
ALNYAlnylam Pharmaceuticals, Inc.COM1,789$21.0 萬0.1%00.0%不變歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF10,294$20.7 萬0.1%+5,199+102.0%加碼–
LVSLas Vegas Sands CorpCOM2,700$17.3 萬0.1%00.0%不變歷史
EWEdwards Lifesciences CorpStock1,584$17.3 萬0.1%00.0%不變歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW14,780$17.2 萬0.1%+256+1.8%加碼歷史
iShares Tr464287630RUS 2000 VAL ETF1,346$16.7 萬0.1%+7+0.5%加碼–
Vanguard Morningstar Value ETF922908744ETF1,647$16.4 萬0.1%+11+0.7%加碼–
Invesco QQQ Trust Series I46090E103ETF1,098$16.0 萬0.1%+1+0.1%加碼–
AYIAcuity Inc. (DE)Stock920$15.8 萬0.1%−8−0.9%減碼歷史
Alps ETF Tr00162Q452ALERIAN MLP13,900$15.6 萬0.1%00.0%不變–
Vanguard Total International Bond ETF92203J407ETF2,765$15.1 萬0.1%+2,765新進–
Ssga Active ETF Tr78467V608ST STR BL LN ETF3,150$14.9 萬0.1%+13+0.4%加碼–
Vanguard Real Estate ETF922908553ETF1,730$14.4 萬0.1%+68+4.1%加碼–
iShares MSCI Eafe ETF464287465ETF1,830$12.5 萬0.1%00.0%不變–
Schwab U.S. Broad Market ETF808524102ETF2,022$12.3 萬0.1%+2+0.1%加碼–
SABRSabre CorpCOM6,800$12.3 萬0.1%−65−0.9%減碼歷史
iShares Tips Bond ETF464287176ETF1,036$11.8 萬<0.1%+3+0.3%加碼–
SPDR Series Trust78464A607ST STR DOW REIT1,074$9.93 萬<0.1%+1+0.1%加碼–

2017 年第 2 季之後清倉（133 檔）

2017 年第 2 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 133 檔。

Raffa Wealth Management, LLC 在 2017 年第 2 季之後清倉的部位
證券類別2017 年第 2 季股數2017 年第 2 季市值2017 年第 2 季佔組合 %紀錄
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL24,453$98.4 萬0.4%–
Alps ETF Tr00162Q858SECTR DIV DOGS16,532$70.5 萬0.3%–
WisdomTree Tr97717W315EMER MKT HIGH FD10,105$41.4 萬0.2%–
Vanguard World FD921910816MEGA GRWTH IND2,739$27.4 萬0.1%–
BRWSaba Capital Income & Opportunities FundSHS NEW22,348$12.0 萬0.1%歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF3,500$8.63 萬<0.1%–
WisdomTree Tr97717W877GLB HIGH DIV FD1,000$4.52 萬<0.1%–
iShares Tr464287846DOW JONES US ETF250$3.03 萬<0.1%–
JWNNordstrom IncStock127$6,074<0.1%歷史
PLDPrologis, Inc.REIT100$5,864<0.1%歷史
WCNWaste Connections, Inc.COM90$5,798<0.1%歷史
SNAPSnap IncStock300$5,331<0.1%歷史
MELIMercadolibre IncCOM16$4,014<0.1%歷史
ALGNAlign Technology IncCOM24$3,603<0.1%歷史
UEICUniversal Electronics IncCOM52$3,476<0.1%歷史
BURLBurlington Stores, Inc.COM37$3,404<0.1%歷史
ANETArista Networks, Inc.Stock21$3,146<0.1%歷史
OZKBank OZKCOM60$2,812<0.1%歷史
ENTGEntegris IncCOM128$2,810<0.1%歷史
PFPTProofpoint IncCOM32$2,779<0.1%歷史
SFStifel Financial CorpCOM58$2,667<0.1%歷史
JBLUJetBlue Airways CorpCOM112$2,557<0.1%歷史
Swedish Expt CR Corp870297603ROG AGRI ETN22400$2,556<0.1%–
GWREGuidewire Software, Inc.COM36$2,474<0.1%歷史
KWRQuaker Chemical CorpCOM17$2,469<0.1%歷史
IPGPIpg Photonics CorpCOM17$2,467<0.1%歷史
PTCPTC Inc.Stock44$2,425<0.1%歷史
POOLPool CorpCOM20$2,351<0.1%歷史
PLAYDave & Buster's Entertainment, Inc.COM35$2,328<0.1%歷史
PENNPENN Entertainment, Inc.COM108$2,311<0.1%歷史
RGAReinsurance Group of America IncCOM NEW18$2,311<0.1%歷史
SNVSynovus Financial CorpCOM NEW52$2,300<0.1%歷史
URIUnited Rentals, Inc.COM20$2,254<0.1%歷史
TRMBTrimble Inc.COM63$2,247<0.1%歷史
PSOPearson PLCSPONSORED ADR250$2,243<0.1%歷史
TDOCTeladoc Health, Inc.COM64$2,221<0.1%歷史
FANGDiamondback Energy, Inc.Stock25$2,220<0.1%歷史
PBHPrestige Consumer Healthcare Inc.COM42$2,218<0.1%歷史
NDSNNordson CorpCOM17$2,062<0.1%歷史
WSTWest Pharmaceutical Services IncCOM21$1,985<0.1%歷史
ICLRIcon PLCCOM20$1,956<0.1%歷史
SHOOSteven Madden, Ltd.COM48$1,918<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM20$1,905<0.1%歷史
HXLHexcel CorpCOM36$1,900<0.1%歷史
BERYBerry Global Group, Inc.COM33$1,881<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock24$1,813<0.1%歷史
SUPNSupernus Pharmaceuticals, Inc.COM41$1,767<0.1%歷史
ALKSAlkermes plc.SHS30$1,739<0.1%歷史
FTNTFortinet, Inc.Stock46$1,722<0.1%歷史
LSTRLandstar System IncCOM20$1,712<0.1%歷史
MIDDMIDDLEBY CorpCOM14$1,701<0.1%歷史
HTHTH World Group LtdSPONSORED ADS21$1,694<0.1%歷史
PHMPultegroup IncCOM68$1,668<0.1%歷史
WABWestinghouse Air Brake Technologies CorpStock18$1,647<0.1%歷史
CSODCornerstone OnDemand IncCOM46$1,645<0.1%歷史
BWABorgwarner IncCOM38$1,610<0.1%歷史
DXCMDexcom IncCOM22$1,609<0.1%歷史
ITGartner IncCOM13$1,606<0.1%歷史
GCOGenesco IncCOM47$1,593<0.1%歷史
VECOVeeco Instruments IncCOM57$1,587<0.1%歷史
GPNGlobal Payments IncStock17$1,535<0.1%歷史
PLNTPlanet Fitness, Inc.CL A64$1,494<0.1%歷史
EXASExact Sciences CorpCOM42$1,486<0.1%歷史
EXPEagle Materials IncCOM16$1,479<0.1%歷史
IONSIonis Pharmaceuticals IncCOM29$1,475<0.1%歷史
NAVINavient CorpCOM88$1,465<0.1%歷史
HZOMarinemax IncCOM74$1,447<0.1%歷史
Grubhub Inc400110102COM33$1,439<0.1%–
ALVAutoliv IncCOM13$1,427<0.1%歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW26$1,417<0.1%歷史
WSMWilliams Sonoma IncCOM29$1,407<0.1%歷史
POWIPower Integrations IncCOM19$1,385<0.1%歷史
PRAHPRA Health Sciences, Inc.COM18$1,350<0.1%歷史
UMBFUmb Financial CorpCOM18$1,347<0.1%歷史
PENPenumbra IncCOM15$1,316<0.1%歷史
LNGCheniere Energy, Inc.COM NEW27$1,315<0.1%歷史
AEISAdvanced Energy Industries IncCOM20$1,294<0.1%歷史
TREXTrex Co IncCOM19$1,286<0.1%歷史
XYLXylem Inc.COM23$1,275<0.1%歷史
AMBAAmbarella IncSHS26$1,262<0.1%歷史
CRICarters IncCOM14$1,245<0.1%歷史
DLBDolby Laboratories, Inc.COM CL A25$1,224<0.1%歷史
ANSSAnsys IncCOM10$1,217<0.1%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock28$1,193<0.1%歷史
TTWOTake Two Interactive Software IncCOM16$1,174<0.1%歷史
HUNHuntsman CORPCOM45$1,163<0.1%歷史
GEOGeo Group IncCOM39$1,153<0.1%歷史
WALWestern Alliance BancorporationCOM23$1,132<0.1%歷史
SXTSensient Technologies CorpCOM14$1,127<0.1%歷史
EMEEMCOR Group, Inc.Stock17$1,111<0.1%歷史
VEEVVeeva Systems IncStock18$1,104<0.1%歷史
GGGGraco IncCOM10$1,093<0.1%歷史
CASYCaseys General Stores IncCOM10$1,071<0.1%歷史
ACIWAci Worldwide, Inc.Stock47$1,051<0.1%歷史
SRGSeritage Growth PropertiesCL A25$1,049<0.1%歷史
LADLithia Motors IncCOM11$1,037<0.1%歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW63$1,036<0.1%歷史
ICUIIcu Medical IncCOM6$1,035<0.1%歷史
THRThermon Group Holdings, Inc.COM53$1,016<0.1%歷史
OCOwens CorningStock15$1,004<0.1%歷史