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 |
|---|---|---|---|---|---|---|---|
| MOAltria Group, Inc. | Stock | 400 | $2.86 萬 | <0.1% | −166−29.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 606 | $2.87 萬 | <0.1% | +106+21.2% | 加碼 | 歷史 |
| EGBNEagle Bancorp Inc | COM | 500 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 800 | $3.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 500 | $3.04 萬 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 248 | $3.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 212 | $3.14 萬 | <0.1% | +1+0.5% | 加碼 | – |
| EIXEdison International | Stock | 500 | $3.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 500 | $3.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 292 | $3.19 萬 | <0.1% | 00.0% | 不變 | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 1,065 | $3.24 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 300 | $3.31 萬 | <0.1% | 00.0% | 不變 | – |
| APTVAptiv PLC | Stock | 400 | $3.39 萬 | <0.1% | +400 | 新進 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 195 | $3.43 萬 | <0.1% | −725−78.8% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 587 | $3.47 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 806 | $3.57 萬 | <0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 150 | $3.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 160 | $3.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 385 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 180 | $3.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 1,017 | $4.07 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 215 | $4.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 3,500 | $4.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 717 | $4.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABMAbm Industries Inc | COM | 1,200 | $4.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 1,000 | $4.72 萬 | <0.1% | −2,150−68.3% | 減碼 | – |
| PFEPfizer Inc | Stock | 1,325 | $4.80 萬 | <0.1% | −139−9.5% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 546 | $4.87 萬 | <0.1% | +6+1.1% | 加碼 | – |
| DDDuPont de Nemours, Inc. | Stock | 684 | $4.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,909 | $4.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 600 | $4.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 417 | $5.03 萬 | <0.1% | +2+0.5% | 加碼 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 885 | $5.25 萬 | <0.1% | 00.0% | 不變 | – |
| PDIPIMCO Dynamic Income Fund | SHS | 1,775 | $5.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,000 | $5.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 175 | $5.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 200 | $5.38 萬 | <0.1% | −50−20.0% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 778 | $5.42 萬 | <0.1% | −73−8.6% | 減碼 | – |
| PAYXPaychex Inc | Stock | 800 | $5.45 萬 | <0.1% | −59−6.9% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 1,606 | $5.47 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 411 | $5.54 萬 | <0.1% | −10,040−96.1% | 減碼 | – |
| MMM3M Co | Stock | 240 | $5.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCARPaccar Inc | COM | 800 | $5.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 274 | $5.70 萬 | <0.1% | 00.0% | 不變 | – |
| DBDeutsche Bank Aktiengesellschaft | NAMEN AKT | 3,000 | $5.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 370 | $5.73 萬 | <0.1% | +2+0.5% | 加碼 | – |
| OMEROmeros Corp | COM | 3,000 | $5.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 800 | $5.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 1,465 | $5.93 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 325 | $6.17 萬 | <0.1% | +175+116.7% | 加碼 | – |
| JJacobs Solutions Inc. | COM | 950 | $6.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 555 | $6.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 475 | $6.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 533 | $6.80 萬 | <0.1% | +1+0.2% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 946 | $7.03 萬 | <0.1% | +11+1.2% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 730 | $7.22 萬 | <0.1% | −50−6.4% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 941 | $7.23 萬 | <0.1% | +6+0.6% | 加碼 | – |
| DISWalt Disney Co | Stock | 694 | $7.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 658 | $7.52 萬 | <0.1% | +7+1.1% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 799 | $7.88 萬 | <0.1% | +12+1.5% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,518 | $8.30 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,525 | $9.84 萬 | <0.1% | −497−24.6% | 減碼 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 1,075 | $10.1 萬 | <0.1% | +1+0.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 4,000 | $11.8 萬 | <0.1% | +1,000+33.3% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 1,000 | $12.7 萬 | <0.1% | +1,000 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,850 | $13.0 萬 | 0.1% | +20+1.1% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 13,900 | $15.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 2,765 | $15.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,359 | $17.1 萬 | 0.1% | +13+1.0% | 加碼 | – |
| NKENIKE, Inc. | Stock | 2,750 | $17.2 萬 | 0.1% | −2,000−42.1% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,657 | $17.6 萬 | 0.1% | +10+0.6% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 1,584 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 2,700 | $18.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,758 | $20.1 萬 | 0.1% | +722+69.7% | 加碼 | – |
| EQTEQT Corp | Stock | 3,600 | $20.5 萬 | 0.1% | −1,400−28.0% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 3,245 | $21.9 萬 | 0.1% | −1,985−38.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,128 | $23.7 萬 | 0.1% | +10.0% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,894 | $24.0 萬 | 0.1% | +1,164+67.3% | 加碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 10,000 | $24.6 萬 | 0.1% | −5,000−33.3% | 減碼 | – |
| Starz Entertainment Corp535919500 | CL B NON VTG | 7,750 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,452 | $24.9 萬 | 0.1% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 2,510 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 7,500 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| Starz Entertainment Corp535919401 | CL A VTG | 7,750 | $26.2 萬 | 0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 4,100 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 2,963 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,830 | $27.9 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | Stock | 3,360 | $28.1 萬 | 0.1% | −201−5.6% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 3,400 | $28.8 萬 | 0.1% | −350−9.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,484 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 3,700 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 5,434 | $30.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 2,886 | $30.2 萬 | 0.1% | −174−5.7% | 減碼 | – |
| LKQLKQ Corp | COM | 8,291 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,980 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,873 | $34.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 9,500 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 347 | $36.6 萬 | 0.1% | −25−6.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,375 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 6,200 | $37.9 萬 | 0.1% | 00.0% | 不變 | – |
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 |