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 |
|---|---|---|---|---|---|---|---|---|
| WSC | WILLSCOT HLDGS CORP | $202.02万 | 0.08% | 70,000 | -20,000 | -22.2% | -$57.72万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $201.49万 | 0.08% | 36,000 | 0 | 0.0% | — | 不变 |
| KRUS | KURA SUSHI USA INC | $201.46万 | 0.08% | 35,000 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $200.76万 | 0.08% | 140,000 | 0 | 0.0% | — | 不变 |
| — | BROOKDALE SR LIVING INC | $198.12万 | 0.08% | 1,000,000 | 0 | 0.0% | — | 不变 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $197.68万 | 0.08% | 70,000 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $194.42万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $190.25万 | 0.08% | 50,000 | -20,000 | -28.6% | -$76.10万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $190.18万 | 0.08% | 20,000 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $187.46万 | 0.08% | 140,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $185.85万 | 0.08% | 25,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $182.31万 | 0.08% | 7,000 | 0 | 0.0% | — | 不变 |
| — | NATIONAL BANKSHARES INC VA | $181.65万 | 0.08% | 50,000 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $180.35万 | 0.07% | 25,000 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $178.62万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $178.08万 | 0.07% | 616,185 | 352,857 | 134.0% | $101.98万 | 重新持有 |
| KHC | KRAFT HEINZ CO | $177.15万 | 0.07% | 75,000 | 75,000 | — | $177.15万 | 新建仓 |
| CSCO | CISCO SYS INC | $176.19万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| — | THE REALREAL INC | $174.28万 | 0.07% | 1,875,000 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $172.72万 | 0.07% | 40,000 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $172.70万 | 0.07% | 50,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $170.70万 | 0.07% | 18,500 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $170.00万 | 0.07% | 50,000 | 0 | 0.0% | — | 不变 |
| DXPE | DXP ENTERPRISES INC | $168.74万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $168.24万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $167.50万 | 0.07% | 20,000 | 0 | 0.0% | — | 不变 |
| — | BASSETT FURNITURE INDS INC | $167.11万 | 0.07% | 94,306 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $166.89万 | 0.07% | 9,600 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $166.59万 | 0.07% | 30,000 | 0 | 0.0% | — | 不变 |
| GSM | FERROGLOBE PLC | $165.68万 | 0.07% | 521,005 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $165.06万 | 0.07% | 8,000 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $164.62万 | 0.07% | 24,000 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $164.20万 | 0.07% | 18,096 | 18,096 | — | $164.20万 | 新建仓 |
| BPOP | POPULAR INC | $164.18万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MAXCYTE INC | $162.66万 | 0.07% | 1,322,443 | 1,322,443 | — | $162.66万 | 新建仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $162.59万 | 0.07% | 45,773 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $160.32万 | 0.07% | 26,666 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $158.72万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $158.63万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $156.95万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $156.57万 | 0.07% | 25,000 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $154.80万 | 0.06% | 30,000 | 0 | 0.0% | — | 不变 |
| — | HAWTHORN BANCSHARES INC | $153.93万 | 0.06% | 39,167 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $152.56万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $151.92万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $151.14万 | 0.06% | 60,000 | -15,000 | -20.0% | -$37.78万 | 减仓 |
| GRMN | GARMIN LTD | $151.12万 | 0.06% | 6,362 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $150.47万 | 0.06% | 11,224 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $149.63万 | 0.06% | 158,000 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $148.69万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $148.52万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $145.40万 | 0.06% | 25,200 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $144.29万 | 0.06% | 18,000 | 0 | 0.0% | — | 不变 |
| ARHS | ARHAUS INC | $142.50万 | 0.06% | 169,245 | 169,245 | — | $142.50万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $142.50万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $140.85万 | 0.06% | 29,000 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $140.64万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NN INC | $139.06万 | 0.06% | 387,345 | -447,584 | -53.6% | -$160.68万 | 减仓 |
| EZPW | EZCORP INC | $138.28万 | 0.06% | 40,000 | 0 | 0.0% | — | 不变 |
| — | ULTRALIFE CORP | $138.23万 | 0.06% | 218,714 | 0 | 0.0% | — | 不变 |
| — | GENCOR INDS INC | $135.98万 | 0.06% | 91,137 | 0 | 0.0% | — | 不变 |
| ARTNA | ARTESIAN RES CORP | $135.96万 | 0.06% | 40,000 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $130.69万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $130.00万 | 0.05% | 200,000 | 0 | 0.0% | — | 不变 |
| CWCO | CONSOLIDATED WATER CO INC | $129.85万 | 0.05% | 44,017 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $129.03万 | 0.05% | 25,900 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $128.00万 | 0.05% | 40,000 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $127.88万 | 0.05% | 40,000 | 0 | 0.0% | — | 不变 |
| MLR | MILLER INDS INC TENN | $127.88万 | 0.05% | 25,000 | 0 | 0.0% | — | 不变 |
| — | XOMA ROYALTY CORPORATION | $127.50万 | 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 |
| BKE | BUCKLE INC | $126.60万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $125.78万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $123.41万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| AVO | MISSION PRODUCE INC | $123.10万 | 0.05% | 104,410 | 0 | 0.0% | — | 不变 |
| KELYA | KELLY SVCS INC | $122.80万 | 0.05% | 100,000 | -10,000 | -9.1% | -$12.28万 | 减仓 |
| — | SUNRISE RLTY TR INC | $120.30万 | 0.05% | 152,283 | 152,283 | — | $120.30万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $119.09万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| — | AMERICAN VANGUARD CORP | $117.20万 | 0.05% | 418,583 | 418,583 | — | $117.20万 | 新建仓 |
| TWIN | TWIN DISC INC | $116.88万 | 0.05% | 50,380 | -3,652 | -6.8% | -$8.47万 | 减仓 |
| PLBC | PLUMAS BANCORP | $116.88万 | 0.05% | 20,000 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC | $115.65万 | 0.05% | 109,000 | 109,000 | — | $115.65万 | 新建仓 |
| — | DLH HLDGS CORP | $115.50万 | 0.05% | 220,000 | 0 | 0.0% | — | 不变 |
| PLPC | PREFORMED LINE PRODS CO | $114.96万 | 0.05% | 2,800 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $114.30万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $111.95万 | 0.05% | 5,000 | -5,000 | -50.0% | -$111.95万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $110.54万 | 0.05% | 5,000 | 5,000 | — | $110.54万 | 新建仓 |
| ITIC | INVESTORS TITLE CO NC | $109.47万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $108.88万 | 0.05% | 80,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $108.55万 | 0.05% | 6,000 | 0 | 0.0% | — | 不变 |
| — | LENSAR INC | $107.73万 | 0.04% | 188,661 | 143,134 | 314.4% | $81.73万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $105.77万 | 0.04% | 70,000 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $105.66万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC | $103.90万 | 0.04% | 100,000 | -80,000 | -44.4% | -$83.12万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $103.41万 | 0.04% | 5,000 | -500 | -9.1% | -$10.34万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $102.35万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| INMD | INMODE LTD | $102.34万 | 0.04% | 70,000 | 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 |
| NVT | NVENT ELEC PLC | $101.77万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| — | OAK VY BANCORP OAKDALE CALIF | $101.23万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |