Raffa Wealth Management, LLC
- SEC CIK
- 0001631073
- 最新申報
- 2026/7/27
2017 年第 4 季持倉
持倉截至 2017/12/31，2026/7/27 申報。只含多頭部位，變化是跟 2017 年第 3 季比股數。
- 持股檔數
- 256
- 較 2017 年第 3 季 −21
- 總值
- $2.58 億
- 較 2017 年第 3 季 +$1,255 萬 (+5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ORKAOruka Therapeutics, Inc. | COM | 126 | $170 | <0.1% | 00.0% | 不變 | 歷史 |
| ADNTAdient plc | Stock | 3 | $236 | <0.1% | 00.0% | 不變 | 歷史 |
| LEN.BLennar Corp | CL B | 10 | $517 | <0.1% | +10 | 新進 | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 9 | $528 | <0.1% | 00.0% | 不變 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 34 | $567 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 9 | $636 | <0.1% | 00.0% | 不變 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 60 | $641 | <0.1% | 00.0% | 不變 | 歷史 |
| NBRNabors Industries Ltd | SHS | 100 | $683 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5 | $809 | <0.1% | 00.0% | 不變 | – |
| VODVodafone Group Public Ltd Co | ADR | 26 | $820 | <0.1% | 00.0% | 不變 | 歷史 |
| TDWTidewater Inc | COM | 39 | $952 | <0.1% | 00.0% | 不變 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 25 | $1,272 | <0.1% | 00.0% | 不變 | 歷史 |
| AAAlcoa Corp | Stock | 25 | $1,347 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 45 | $1,440 | <0.1% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 100 | $1,728 | <0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 110 | $1,899 | <0.1% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 75 | $2,044 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 30 | $2,149 | <0.1% | 00.0% | 不變 | 歷史 |
| DXCDXC Technology Co | Stock | 25 | $2,373 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 32 | $2,421 | <0.1% | −4,653−99.3% | 減碼 | – |
| HALHalliburton Co | Stock | 50 | $2,444 | <0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 40 | $2,543 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 40 | $2,976 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 65 | $3,077 | <0.1% | 00.0% | 不變 | – |
| TRIPTripAdvisor, Inc. | COM | 93 | $3,205 | <0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 110 | $3,480 | <0.1% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | ADR | 100 | $3,547 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 37 | $3,578 | <0.1% | 00.0% | 不變 | 歷史 |
| IVZInvesco Ltd. | Stock | 100 | $3,654 | <0.1% | +100 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 15 | $3,743 | <0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 100 | $3,752 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 100 | $4,002 | <0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 300 | $4,308 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 250 | $4,363 | <0.1% | −1,130−81.9% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 100 | $4,423 | <0.1% | +100 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 12 | $4,512 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 100 | $4,588 | <0.1% | −64−39.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 168 | $4,959 | <0.1% | +63+60.0% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 100 | $4,972 | <0.1% | 00.0% | 不變 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 45 | $5,020 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 100 | $5,056 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 138 | $5,259 | <0.1% | 00.0% | 不變 | 歷史 |
| CCChemours Co | Stock | 106 | $5,306 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 100 | $5,469 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 100 | $5,627 | <0.1% | −84−45.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 100 | $5,707 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 200 | $6,068 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 75 | $6,297 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 340 | $6,443 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 80 | $6,904 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 100 | $6,969 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 161 | $7,306 | <0.1% | −15,263−99.0% | 減碼 | – |
| FLGFlagstar Bank, National Association | Stock | 600 | $7,812 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 100 | $8,161 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 50 | $8,204 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 216 | $8,379 | <0.1% | +4+1.9% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 250 | $8,675 | <0.1% | 00.0% | 不變 | 歷史 |
| NVAXNovavax Inc | COM NEW | 7,000 | $8,680 | <0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 100 | $8,778 | <0.1% | 00.0% | 不變 | 歷史 |
| FTVFortive Corp | Stock | 127 | $9,188 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 511 | $9,234 | <0.1% | −716−58.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 60 | $9,371 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 150 | $9,477 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 100 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MXIMMaxim Integrated Products Inc | COM | 200 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 89 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 70 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNYSanofi | SPONSORED ADR | 250 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 100 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| EGEverest Group, Ltd. | COM | 50 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 200 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 80 | $1.17 萬 | <0.1% | −39−32.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 165 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 110 | $1.22 萬 | <0.1% | −42−27.6% | 減碼 | 歷史 |
| LAZLazard, Inc. | COM | 250 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 100 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 500 | $1.39 萬 | <0.1% | 00.0% | 不變 | – |
| ROKRockwell Automation, Inc | Stock | 75 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288869 | MICRO-CAP ETF | 162 | $1.55 萬 | <0.1% | +1+0.6% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 71 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CGNXCognex Corp | COM | 264 | $1.61 萬 | <0.1% | +132+100.0% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 100 | $1.65 萬 | <0.1% | −100−50.0% | 減碼 | – |
| CSXCSX Corp | Stock | 300 | $1.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 225 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 100 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 700 | $1.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 100 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 341 | $1.94 萬 | <0.1% | +3+0.9% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 150 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 275 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 70 | $2.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 125 | $2.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 2,500 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 400 | $2.40 萬 | <0.1% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 165 | $2.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 550 | $2.54 萬 | <0.1% | −119−17.8% | 減碼 | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 400 | $2.55 萬 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 250 | $2.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 270 | $2.74 萬 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 419 | $2.74 萬 | <0.1% | −16−3.7% | 減碼 | 歷史 |
2017 年第 3 季之後清倉（30 檔）
2017 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2017 年第 3 季股數 | 2017 年第 3 季市值 | 2017 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 25,000 | $65.4 萬 | 0.3% | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 9,328 | $51.8 萬 | 0.2% | – |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 1,789 | $21.0 萬 | 0.1% | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 10,294 | $20.7 萬 | 0.1% | – |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 14,780 | $17.2 萬 | 0.1% | 歷史 |
| SABRSabre Corp | COM | 6,800 | $12.3 萬 | 0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 1,000 | $3.43 萬 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 260 | $2.31 萬 | <0.1% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 40 | $1.33 萬 | <0.1% | – |
| WFCWells Fargo & Company | Stock | 238 | $1.31 萬 | <0.1% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 75 | $1.12 萬 | <0.1% | – |
| KRKroger Co | Stock | 500 | $1.00 萬 | <0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 90 | $9,537 | <0.1% | – |
| Vanguard Health Care ETF92204A504 | ETF | 60 | $9,137 | <0.1% | – |
| GDGeneral Dynamics Corp | Stock | 42 | $8,634 | <0.1% | 歷史 |
| CCLCarnival Corp Ltd. | Stock | 114 | $7,361 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 55 | $7,273 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 14 | $6,259 | <0.1% | 歷史 |
| CINFCincinnati Financial Corp | COM | 70 | $5,360 | <0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 60 | $5,132 | <0.1% | 歷史 |
| SOSouthern Co | Stock | 100 | $4,914 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 82 | $4,839 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 85 | $4,400 | <0.1% | 歷史 |
| NEUNewmarket Corp | COM | 8 | $3,406 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 36 | $3,021 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 24 | $2,664 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 27 | $2,077 | <0.1% | 歷史 |
| HASHasbro, Inc. | COM | 15 | $1,465 | <0.1% | 歷史 |
| JNPRJuniper Networks Inc | COM | 25 | $696 | <0.1% | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 100 | $232 | <0.1% | 歷史 |