RBF Capital, LLC
RENO NV · SEC CIK 0001134621
$24.08亿2026Q2 申报市值
511持仓数
27.4%前十大占比 · 第一大 7.0%
40 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FTDR 新建仓+$892.28万
SAP 新建仓+$842.63万
CECO 加仓+$806.86万
FISV 加仓+$736.73万
MHK 加仓+$694.01万
2026Q2 卖出最多 按季末市值估算
THERMON GROUP HL 清仓-$756.00万
PCG 减仓-$420.50万
MMYT 减仓-$405.06万
MAN 减仓-$384.44万
SON 清仓-$326.49万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | CAESARSTONE LTD | $79.22万 | 0.03% | 377,254 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $79.43万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC | $81.51万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| ROOT | ROOT INC | $81.64万 | 0.03% | 14,600 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $81.78万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $81.84万 | 0.03% | 40,000 | 0 | 0.0% | — | 不变 |
| GEF | GREIF INC | $81.94万 | 0.03% | 11,000 | 0 | 0.0% | — | 不变 |
| BMRC | BANK OF MARIN BANCORP | $83.10万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $84.05万 | 0.03% | 3,911 | 911 | 30.4% | $19.58万 | 加仓 |
| CNX | CNX RES CORP | $84.83万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $85.43万 | 0.04% | 5,000 | 5,000 | — | $85.43万 | 新建仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $85.45万 | 0.04% | 6,000 | 2,000 | 50.0% | $28.48万 | 加仓 |
| — | NACCO INDS INC | $86.24万 | 0.04% | 17,230 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC 看跌期权 | $86.93万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $87.71万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $87.98万 | 0.04% | 2,600 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $88.15万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| — | AMES NATL CORP | $88.83万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $90.47万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| TSBK | TIMBERLAND BANCORP INC | $91.48万 | 0.04% | 20,416 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $91.90万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| — | PRIMEENERGY RESOURCES CORP | $93.71万 | 0.04% | 5,615 | 0 | 0.0% | — | 不变 |
| — | ARQ INC | $94.35万 | 0.04% | 370,000 | 370,000 | — | $94.35万 | 新建仓 |
| IXUS | ISHARES TR | $95.44万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $96.02万 | 0.04% | 241,263 | 0 | 0.0% | — | 不变 |
| MG | MISTRAS GROUP INC | $96.08万 | 0.04% | 55,000 | 0 | 0.0% | — | 不变 |
| ALTG | ALTA EQUIPMENT GROUP INC | $96.25万 | 0.04% | 148,760 | -31,196 | -17.3% | -$20.18万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $96.96万 | 0.04% | 60,000 | 0 | 0.0% | — | 不变 |
| — | COMMERCIAL VEH GROUP INC | $97.02万 | 0.04% | 210,000 | -454,335 | -68.4% | -$209.90万 | 减仓 |
| MLI | MUELLER INDS INC | $98.34万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $99.51万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $99.87万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| FCCO | FIRST CMNTY CORP S C | $100.65万 | 0.04% | 30,800 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP | $100.70万 | 0.04% | 24,920 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA INC | $100.91万 | 0.04% | 35,974 | -19,026 | -34.6% | -$53.37万 | 减仓 |
| — | OAK VY BANCORP OAKDALE CALIF | $101.23万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $101.77万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $102.31万 | 0.04% | 3,000 | -2,000 | -40.0% | -$68.20万 | 减仓 |
| INMD | INMODE LTD | $102.34万 | 0.04% | 70,000 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $102.35万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $103.41万 | 0.04% | 5,000 | -500 | -9.1% | -$10.34万 | 减仓 |
| PRGO | PERRIGO CO PLC | $103.90万 | 0.04% | 100,000 | -80,000 | -44.4% | -$83.12万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $105.66万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $105.77万 | 0.04% | 70,000 | 0 | 0.0% | — | 不变 |
| — | LENSAR INC | $107.73万 | 0.04% | 188,661 | 143,134 | 314.4% | $81.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $108.55万 | 0.05% | 6,000 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $108.88万 | 0.05% | 80,000 | 0 | 0.0% | — | 不变 |
| ITIC | INVESTORS TITLE CO NC | $109.47万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $110.54万 | 0.05% | 5,000 | 5,000 | — | $110.54万 | 新建仓 |
| HON | HONEYWELL INTL INC | $111.95万 | 0.05% | 5,000 | -5,000 | -50.0% | -$111.95万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $114.30万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| PLPC | PREFORMED LINE PRODS CO | $114.96万 | 0.05% | 2,800 | 0 | 0.0% | — | 不变 |
| — | DLH HLDGS CORP | $115.50万 | 0.05% | 220,000 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC | $115.65万 | 0.05% | 109,000 | 109,000 | — | $115.65万 | 新建仓 |
| PLBC | PLUMAS BANCORP | $116.88万 | 0.05% | 20,000 | 0 | 0.0% | — | 不变 |
| TWIN | TWIN DISC INC | $116.88万 | 0.05% | 50,380 | -3,652 | -6.8% | -$8.47万 | 减仓 |
| — | AMERICAN VANGUARD CORP | $117.20万 | 0.05% | 418,583 | 418,583 | — | $117.20万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $119.09万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| — | SUNRISE RLTY TR INC | $120.30万 | 0.05% | 152,283 | 152,283 | — | $120.30万 | 新建仓 |
| KELYA | KELLY SVCS INC | $122.80万 | 0.05% | 100,000 | -10,000 | -9.1% | -$12.28万 | 减仓 |
| AVO | MISSION PRODUCE INC | $123.10万 | 0.05% | 104,410 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $123.41万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $125.78万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $126.60万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $127.40万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| — | XOMA ROYALTY CORPORATION | $127.50万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| MLR | MILLER INDS INC TENN | $127.88万 | 0.05% | 25,000 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $127.88万 | 0.05% | 40,000 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $128.00万 | 0.05% | 40,000 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $129.03万 | 0.05% | 25,900 | 0 | 0.0% | — | 不变 |
| CWCO | CONSOLIDATED WATER CO INC | $129.85万 | 0.05% | 44,017 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $130.00万 | 0.05% | 200,000 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $130.69万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| ARTNA | ARTESIAN RES CORP | $135.96万 | 0.06% | 40,000 | 0 | 0.0% | — | 不变 |
| — | GENCOR INDS INC | $135.98万 | 0.06% | 91,137 | 0 | 0.0% | — | 不变 |
| — | ULTRALIFE CORP | $138.23万 | 0.06% | 218,714 | 0 | 0.0% | — | 不变 |
| EZPW | EZCORP INC | $138.28万 | 0.06% | 40,000 | 0 | 0.0% | — | 不变 |
| — | NN INC | $139.06万 | 0.06% | 387,345 | -447,584 | -53.6% | -$160.68万 | 减仓 |
| CDW | CDW CORP | $140.64万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $140.85万 | 0.06% | 29,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $142.50万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| ARHS | ARHAUS INC | $142.50万 | 0.06% | 169,245 | 169,245 | — | $142.50万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $144.29万 | 0.06% | 18,000 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $145.40万 | 0.06% | 25,200 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $148.52万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $148.69万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $149.63万 | 0.06% | 158,000 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $150.47万 | 0.06% | 11,224 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $151.12万 | 0.06% | 6,362 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $151.14万 | 0.06% | 60,000 | -15,000 | -20.0% | -$37.78万 | 减仓 |
| SCI | SERVICE CORP INTL | $151.92万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $152.56万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| — | HAWTHORN BANCSHARES INC | $153.93万 | 0.06% | 39,167 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $154.80万 | 0.06% | 30,000 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $156.57万 | 0.07% | 25,000 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $156.95万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $158.63万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $158.72万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $160.32万 | 0.07% | 26,666 | 0 | 0.0% | — | 不变 |
| BBSI | BARRETT BUSINESS SVCS INC | $162.59万 | 0.07% | 45,773 | 0 | 0.0% | — | 不变 |