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 |
|---|---|---|---|---|---|---|---|---|
| GSL | GLOBAL SHIP LEASE INC | $1,644.86万 | 0.68% | 437,463 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,645.25万 | 0.68% | 228,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1,668.38万 | 0.69% | 70,000 | 5,000 | 7.7% | $119.17万 | 加仓 |
| UBS | UBS GROUP AG | $1,685.04万 | 0.70% | 340,000 | 0 | 0.0% | — | 不变 |
| OPY | OPPENHEIMER HLDGS INC | $1,728.44万 | 0.72% | 163,771 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $1,744.28万 | 0.72% | 93,237 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,786.85万 | 0.74% | 50,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,865.10万 | 0.77% | 50,000 | 0 | 0.0% | — | 不变 |
| BKD | BROOKDALE SR LIVING INC | $1,866.44万 | 0.78% | 1,160,000 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $1,885.68万 | 0.78% | 214,574 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1,912.00万 | 0.79% | 1,000,000 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $1,933.19万 | 0.80% | 70,000 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $1,978.46万 | 0.82% | 110,000 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1,982.56万 | 0.82% | 17,500 | 4,500 | 34.6% | $509.80万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $2,035.17万 | 0.85% | 475,840 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2,036.30万 | 0.85% | 50,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2,285.97万 | 0.95% | 55,000 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2,314.87万 | 0.96% | 258,702 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2,326.15万 | 0.97% | 23,000 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $2,389.56万 | 0.99% | 20,000 | 0 | 0.0% | — | 不变 |
| WLFC | WILLIS LEASE FIN CORP | $2,464.43万 | 1.02% | 107,711 | 0 | 0.0% | — | 不变 |
| LINC | LINCOLN EDL SVCS CORP | $2,490.36万 | 1.03% | 499,070 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $2,670.20万 | 1.11% | 100,000 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $2,924.18万 | 1.21% | 75,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3,259.36万 | 1.35% | 95,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3,364.08万 | 1.40% | 65,500 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $3,472.32万 | 1.44% | 120,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $4,239.96万 | 1.76% | 120,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $4,330.48万 | 1.80% | 760,000 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORPORATION | $5,115.25万 | 2.12% | 418,015 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $5,691.26万 | 2.36% | 76 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $5,914.55万 | 2.46% | 105,000 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $5,922.83万 | 2.46% | 114,955 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.09亿 | 4.54% | 146,300 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.69亿 | 7.04% | 810,432 | 0 | 0.0% | — | 不变 |