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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
VFCV F CorpStock275$1.75 萬<0.1%00.0%不變歷史
BABoeing CoStock70$1.78 萬<0.1%00.0%不變歷史
NFLXNetflix IncStock100$1.81 萬<0.1%−15−13.0%減碼歷史
EPDEnterprise Products Partners L.P.Stock700$1.82 萬<0.1%−1,000−58.8%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F338$1.85 萬<0.1%+2+0.6%加碼–
ITWIllinois Tool Works IncStock125$1.85 萬<0.1%00.0%不變歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR2,500$1.93 萬<0.1%00.0%不變歷史
iShares Inc46434G822MSCI JAPAN ETF400$2.23 萬<0.1%00.0%不變–
ACNAccenture plcStock165$2.23 萬<0.1%00.0%不變歷史
iShares Tr464288513IBOXX HI YD ETF260$2.31 萬<0.1%−13−4.8%減碼–
CRMSalesforce, Inc.Stock250$2.34 萬<0.1%00.0%不變歷史
KMIKinder Morgan, Inc.Stock1,227$2.35 萬<0.1%00.0%不變歷史
ORCLOracle CorpStock500$2.42 萬<0.1%00.0%不變歷史
LUVSouthwest Airlines CoCOM435$2.44 萬<0.1%00.0%不變歷史
INTCIntel CorpStock669$2.55 萬<0.1%00.0%不變歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ400$2.59 萬<0.1%00.0%不變–
LENLennar CorpCL A500$2.64 萬<0.1%00.0%不變歷史
iShares Core S&P Mid-Cap ETF464287507ETF150$2.68 萬<0.1%00.0%不變–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF270$2.75 萬<0.1%−34−11.2%減碼–
GWWW.W. Grainger, Inc.Stock160$2.88 萬<0.1%00.0%不變歷史
iShares Inc464286533MSCI EMERG MRKT500$2.90 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap ETF922908751ETF211$2.98 萬<0.1%+1+0.5%加碼–
WMTWalmart Inc.Stock385$3.01 萬<0.1%00.0%不變歷史
GLDSPDR Gold TrustETF248$3.02 萬<0.1%00.0%不變歷史
Vanguard Information Technology ETF92204A702ETF200$3.04 萬<0.1%−8,146−97.6%減碼–
EBAYeBay IncCOM800$3.08 萬<0.1%00.0%不變歷史
New York Life Investments Et45409B107HEDGE MULTI STRA1,065$3.18 萬<0.1%00.0%不變–
State Street SPDR S&P Homebuilders ETF78464A888ETF806$3.21 萬<0.1%00.0%不變–
iShares Tr464288638ISHS 5-10YR INVT292$3.22 萬<0.1%00.0%不變–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF300$3.31 萬<0.1%00.0%不變–
GEGeneral Electric CoStock1,380$3.34 萬<0.1%00.0%不變歷史
EGBNEagle Bancorp IncCOM500$3.35 萬<0.1%00.0%不變歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1150$3.36 萬<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF587$3.42 萬<0.1%−17−2.8%減碼–
ARK Innovation ETF00214Q104ETF1,000$3.43 萬<0.1%+1,000新進–
HDHome Depot, Inc.Stock215$3.52 萬<0.1%−30−12.2%減碼歷史
UNHUnitedHealth Group IncStock180$3.53 萬<0.1%00.0%不變歷史
MOAltria Group, Inc.Stock566$3.59 萬<0.1%00.0%不變歷史
EIXEdison InternationalStock500$3.86 萬<0.1%00.0%不變歷史
CMCSAComcast CorpStock1,016$3.91 萬<0.1%+2+0.2%加碼歷史
FFord Motor CoStock3,500$4.19 萬<0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock717$4.57 萬<0.1%00.0%不變歷史
iShares Russell Mid-Cap Value ETF464287473ETF540$4.59 萬<0.1%+540新進–
iShares Russell Mid-Cap Growth ETF464287481ETF415$4.70 萬<0.1%+415新進–
DDDuPont de Nemours, Inc.Stock684$4.74 萬<0.1%+150+28.1%加碼歷史
IAUiShares Gold TrustETF3,909$4.81 萬<0.1%00.0%不變歷史
WisdomTree Tr97717W851JAPN HEDGE EQT885$4.84 萬<0.1%−515−36.8%減碼–
CNICanadian National Railway CoStock600$4.97 萬<0.1%00.0%不變歷史
ABMAbm Industries IncCOM1,200$5.01 萬<0.1%00.0%不變歷史
NOCNorthrop Grumman CorpStock175$5.04 萬<0.1%00.0%不變歷史
MMM3M CoStock240$5.04 萬<0.1%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock800$5.12 萬<0.1%00.0%不變歷史
PAYXPaychex IncStock859$5.15 萬<0.1%00.0%不變歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT3,000$5.16 萬<0.1%00.0%不變歷史
PFEPfizer IncStock1,464$5.23 萬<0.1%−1,000−40.6%減碼歷史
USBUS Bancorp DECOM NEW1,000$5.36 萬<0.1%00.0%不變歷史
Schwab International Equity ETF808524805ETF1,606$5.38 萬<0.1%00.0%不變–
iShares Russell Midcap ETF464287499ETF274$5.40 萬<0.1%−8−2.8%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF368$5.40 萬<0.1%00.0%不變–
PDIPIMCO Dynamic Income FundSHS1,775$5.48 萬<0.1%00.0%不變歷史
JJacobs Solutions Inc.COM950$5.54 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF1,465$5.62 萬<0.1%00.0%不變–
Schwab U.S. Small-Cap ETF808524607ETF851$5.73 萬<0.1%00.0%不變–
PCARPaccar IncCOM800$5.79 萬<0.1%00.0%不變歷史
JNJJohnson & JohnsonStock475$6.18 萬<0.1%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF250$6.32 萬<0.1%00.0%不變–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF532$6.47 萬<0.1%+2+0.4%加碼–
OMEROmeros CorpCOM3,000$6.49 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF935$6.62 萬<0.1%+6+0.6%加碼–
UPSUnited Parcel Service IncStock555$6.67 萬<0.1%00.0%不變歷史
DISWalt Disney CoStock694$6.84 萬<0.1%00.0%不變歷史
iShares Core S&P Small Cap ETF464287804ETF935$6.94 萬<0.1%+860+1,146.7%加碼–
iShares S&P 500 Value ETF464287408ETF651$7.02 萬<0.1%+4+0.6%加碼–
Vanguard Energy ETF92204A306ETF780$7.30 萬<0.1%00.0%不變–
iShares Select Dividend ETF464287168ETF787$7.37 萬<0.1%+6+0.8%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF1,518$7.87 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG3,000$8.93 萬<0.1%+3,000新進–
SPDR Series Trust78464A607ST STR DOW REIT1,074$9.93 萬<0.1%+1+0.1%加碼–
iShares Tips Bond ETF464287176ETF1,036$11.8 萬<0.1%+3+0.3%加碼–
SABRSabre CorpCOM6,800$12.3 萬0.1%−65−0.9%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF2,022$12.3 萬0.1%+2+0.1%加碼–
iShares MSCI Eafe ETF464287465ETF1,830$12.5 萬0.1%00.0%不變–
Vanguard Real Estate ETF922908553ETF1,730$14.4 萬0.1%+68+4.1%加碼–
Ssga Active ETF Tr78467V608ST STR BL LN ETF3,150$14.9 萬0.1%+13+0.4%加碼–
Vanguard Total International Bond ETF92203J407ETF2,765$15.1 萬0.1%+2,765新進–
Alps ETF Tr00162Q452ALERIAN MLP13,900$15.6 萬0.1%00.0%不變–
AYIAcuity Inc. (DE)Stock920$15.8 萬0.1%−8−0.9%減碼歷史
Invesco QQQ Trust Series I46090E103ETF1,098$16.0 萬0.1%+1+0.1%加碼–
Vanguard Morningstar Value ETF922908744ETF1,647$16.4 萬0.1%+11+0.7%加碼–
iShares Tr464287630RUS 2000 VAL ETF1,346$16.7 萬0.1%+7+0.5%加碼–
DSUBlackRock Debt Strategies Fund, Inc.COM NEW14,780$17.2 萬0.1%+256+1.8%加碼歷史
EWEdwards Lifesciences CorpStock1,584$17.3 萬0.1%00.0%不變歷史
LVSLas Vegas Sands CorpCOM2,700$17.3 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–
ALNYAlnylam Pharmaceuticals, Inc.COM1,789$21.0 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
QCOMQualcomm IncStock4,100$21.3 萬0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,127$22.5 萬0.1%+1,884+775.3%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF3,452$23.6 萬0.1%−1,546−30.9%減碼–
NKENIKE, Inc.Stock4,750$24.6 萬0.1%00.0%不變歷史

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