REX Advisers, LLC
FAIRFIELD CT · SEC CIK 0002016827
$4,428.44万2026Q2 申报市值
59持仓数
47.4%前十大占比 · 第一大 6.2%
38 / 68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
FCEL 新建仓+$273.32万
GLW 新建仓+$212.01万
LRCX 新建仓+$203.67万
AMAT 新建仓+$202.44万
SPCX 新建仓+$201.61万
2026Q2 卖出最多 按季末市值估算
RCAT 清仓-$650.18万
SNDK 重新持有-$181.90万
FLY 清仓-$83.70万
LITE 清仓-$77.30万
AFRM 清仓-$76.52万
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 |
|---|---|---|---|---|---|---|---|---|
| FCEL | FUELCELL ENERGY INC | $273.32万 | 6.17% | 75,900 | 75,900 | — | $273.32万 | 新建仓 |
| GLW | CORNING INC | $212.01万 | 4.79% | 8,300 | 8,300 | — | $212.01万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $209.89万 | 4.74% | 7,600 | 600 | 8.6% | $16.57万 | 加仓 |
| SNDK | SANDISK CORP | $204.64万 | 4.62% | 900 | -800 | -47.1% | -$181.90万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $203.67万 | 4.60% | 4,700 | 4,700 | — | $203.67万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $202.44万 | 4.57% | 2,800 | 2,800 | — | $202.44万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $201.61万 | 4.55% | 11,800 | 11,800 | — | $201.61万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $198.47万 | 4.48% | 4,600 | 4,600 | — | $198.47万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $197.54万 | 4.46% | 5,900 | 5,900 | — | $197.54万 | 新建仓 |
| INTC | INTEL CORP | $195.48万 | 4.41% | 14,000 | 14,000 | — | $195.48万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $194.86万 | 4.40% | 91,100 | 64,300 | 239.9% | $137.54万 | 重新持有 |
| MRNA | MODERNA INC | $189.78万 | 4.29% | 27,100 | 27,100 | — | $189.78万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $187.11万 | 4.23% | 38,000 | 25,400 | 201.6% | $125.07万 | 重新持有 |
| TEM | TEMPUS AI INC | $186.53万 | 4.21% | 32,200 | 32,200 | — | $186.53万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $182.36万 | 4.12% | 52,600 | 52,600 | — | $182.36万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC 看涨期权 | $178.67万 | 4.03% | 151,800 | 151,800 | — | $178.67万 | 新建仓 |
| RUN | SUNRUN INC | $178.49万 | 4.03% | 133,400 | 112,900 | 550.7% | $151.06万 | 重新持有 |
| HL | HECLA MINING COMPANY | $176.36万 | 3.98% | 114,300 | 93,500 | 449.5% | $144.27万 | 重新持有 |
| CORZ | CORE SCIENTIFIC INC NEW | $169.41万 | 3.83% | 66,200 | 39,000 | 143.4% | $99.80万 | 重新持有 |
| CLSK | CLEANSPARK INC | $161.36万 | 3.64% | 110,900 | 110,900 | — | $161.36万 | 新建仓 |
| WMT | WALMART INC 看涨期权 | $58.28万 | 1.32% | 181,000 | 76,000 | 72.4% | $24.47万 | 加仓 |
| GLW | CORNING INC 看涨期权 | $52.29万 | 1.18% | 16,600 | 16,600 | — | $52.29万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. 看涨期权 | $45.38万 | 1.02% | 15,200 | 8,200 | 117.1% | $24.48万 | 加仓 |
| AMAT | APPLIED MATLS INC 看涨期权 | $36.78万 | 0.83% | 5,600 | 5,600 | — | $36.78万 | 新建仓 |
| LRCX | LAM RESEARCH CORP 看涨期权 | $33.47万 | 0.76% | 9,400 | 9,400 | — | $33.47万 | 新建仓 |
| — | COLLABORATIVE INVESTMNT SER 看涨期权 | $31.03万 | 0.70% | 23,600 | 23,600 | — | $31.03万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO 看涨期权 | $28.02万 | 0.63% | 11,800 | 11,800 | — | $28.02万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC 看涨期权 | $26.87万 | 0.61% | 182,200 | 103,600 | 131.8% | $15.28万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $24.72万 | 0.56% | 9,200 | 9,200 | — | $24.72万 | 新建仓 |
| INTC | INTEL CORP 看涨期权 | $24.22万 | 0.55% | 28,000 | 28,000 | — | $24.22万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP 看跌期权 | $22.61万 | 0.51% | 208,400 | 208,400 | — | $22.61万 | 新建仓 |
| CLSK | CLEANSPARK INC 看跌期权 | $20.18万 | 0.46% | 221,800 | 221,800 | — | $20.18万 | 新建仓 |
| MRNA | MODERNA INC 看涨期权 | $16.48万 | 0.37% | 54,200 | 54,200 | — | $16.48万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC 看涨期权 | $16.42万 | 0.37% | 76,000 | 50,800 | 201.6% | $10.97万 | 重新持有 |
| CORZ | CORE SCIENTIFIC INC NEW 看跌期权 | $15.95万 | 0.36% | 132,400 | 78,000 | 143.4% | $9.40万 | 重新持有 |
| TEM | TEMPUS AI INC 看涨期权 | $13.65万 | 0.31% | 64,400 | 64,400 | — | $13.65万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC 看涨期权 | $8.36万 | 0.19% | 105,200 | 105,200 | — | $8.36万 | 新建仓 |
| RUN | SUNRUN INC 看跌期权 | $7.87万 | 0.18% | 266,800 | 206,100 | 339.5% | $6.08万 | 重新持有 |
| RUN | SUNRUN INC 看涨期权 | $6.14万 | 0.14% | 266,800 | 246,500 | 1,214.3% | $5.67万 | 重新持有 |
| HIMS | HIMS & HERS HEALTH INC 看跌期权 | $5.26万 | 0.12% | 105,200 | 105,200 | — | $5.26万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP 看涨期权 | $4.69万 | 0.11% | 208,400 | 208,400 | — | $4.69万 | 新建仓 |
| HL | HECLA MINING COMPANY 看跌期权 | $4.57万 | 0.10% | 228,600 | 187,000 | 449.5% | $3.74万 | 重新持有 |
| HL | HECLA MINING COMPANY 看涨期权 | $4.46万 | 0.10% | 228,600 | 187,000 | 449.5% | $3.65万 | 重新持有 |
| SNDK | SANDISK CORP 看跌期权 | $3.77万 | 0.09% | 2,700 | -700 | -20.6% | -$9,777 | 重新持有 |
| ENPH | ENPHASE ENERGY INC 看跌期权 | $3.31万 | 0.07% | 76,000 | 50,800 | 201.6% | $2.21万 | 重新持有 |
| LUNR | INTUITIVE MACHINES INC 看跌期权 | $2.28万 | 0.05% | 182,200 | 103,600 | 131.8% | $1.29万 | 加仓 |
| MRNA | MODERNA INC 看跌期权 | $1.90万 | 0.04% | 54,200 | 54,200 | — | $1.90万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. 看跌期权 | $1.22万 | 0.03% | 15,200 | -5,800 | -27.6% | -$4,669 | 减仓 |
| INTC | INTEL CORP 看跌期权 | $1.01万 | 0.02% | 28,000 | 28,000 | — | $1.01万 | 新建仓 |
| CLSK | CLEANSPARK INC 看涨期权 | $9,981 | 0.02% | 221,800 | 221,800 | — | $9,981 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $8,606 | 0.02% | 132,400 | 78,000 | 143.4% | $5,070 | 重新持有 |
| FCEL | FUELCELL ENERGY INC 看跌期权 | $3,795 | 0.01% | 75,900 | 75,900 | — | $3,795 | 新建仓 |
| VRT | VERTIV HOLDINGS CO 看跌期权 | $3,245 | 0.01% | 11,800 | 11,800 | — | $3,245 | 新建仓 |
| TEM | TEMPUS AI INC 看跌期权 | $2,254 | 0.01% | 32,200 | 32,200 | — | $2,254 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $1,150 | 0.00% | 4,600 | 4,600 | — | $1,150 | 新建仓 |
| AMAT | APPLIED MATLS INC 看跌期权 | $1,120 | 0.00% | 2,800 | 2,800 | — | $1,120 | 新建仓 |
| — | COLLABORATIVE INVESTMNT SER 看跌期权 | $826 | 0.00% | 11,800 | 11,800 | — | $826 | 新建仓 |
| LRCX | LAM RESEARCH CORP 看跌期权 | $752 | 0.00% | 4,700 | 4,700 | — | $752 | 新建仓 |
| GLW | CORNING INC 看跌期权 | $664 | 0.00% | 8,300 | 8,300 | — | $664 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -496,696 | -100.0% | -$650.18万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -600,500 | -100.0% | -$439.33万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -900,700 | -100.0% | -$262.96万 | 清仓 |
| TSLA | TESLA INC 看跌期权 | $0 | 0.00% | 0 | -137,400 | -100.0% | -$236.64万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -206,100 | -100.0% | -$147.14万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -29,400 | -100.0% | -$83.70万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$77.30万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -16,700 | -100.0% | -$76.52万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -25,800 | -100.0% | -$74.97万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -11,600 | -100.0% | -$72.71万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -28,300 | -100.0% | -$72.59万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -29,800 | -100.0% | -$70.75万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,700 | -100.0% | -$69.94万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -2,900 | -100.0% | -$69.08万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -47,800 | -100.0% | -$68.98万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -41,300 | -100.0% | -$65.09万 | 清仓 |
| SOC | SABLE OFFSHORE CORP | $0 | 0.00% | 0 | -38,600 | -100.0% | -$63.77万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -22,600 | -100.0% | -$63.17万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -7,300 | -100.0% | -$61.75万 | 清仓 |
| COIN | COINBASE GLOBAL INC 看跌期权 | $0 | 0.00% | 0 | -19,500 | -100.0% | -$59.09万 | 清仓 |
| MSTR | STRATEGY INC 看跌期权 | $0 | 0.00% | 0 | -30,500 | -100.0% | -$49.37万 | 清仓 |
| LLY | ELI LILLY & CO 看跌期权 | $0 | 0.00% | 0 | -4,400 | -100.0% | -$48.77万 | 清仓 |
| WMT | WALMART INC 看跌期权 | $0 | 0.00% | 0 | -70,000 | -100.0% | -$34.15万 | 清仓 |
| CRWV | COREWEAVE INC 看涨期权 | $0 | 0.00% | 0 | -26,700 | -100.0% | -$22.39万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $0 | 0.00% | 0 | -16,400 | -100.0% | -$21.98万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -14,800 | -100.0% | -$20.23万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC 看涨期权 | $0 | 0.00% | 0 | -58,800 | -100.0% | -$19.67万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -22,200 | -100.0% | -$16.70万 | 清仓 |
| CRWV | COREWEAVE INC 看跌期权 | $0 | 0.00% | 0 | -17,800 | -100.0% | -$15.16万 | 清仓 |
| LLY | ELI LILLY & CO 看涨期权 | $0 | 0.00% | 0 | -6,600 | -100.0% | -$12.58万 | 清仓 |
| SOC | SABLE OFFSHORE CORP 看跌期权 | $0 | 0.00% | 0 | -77,200 | -100.0% | -$11.83万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC 看跌期权 | $0 | 0.00% | 0 | -21,900 | -100.0% | -$11.46万 | 清仓 |
| MSTR | STRATEGY INC 看涨期权 | $0 | 0.00% | 0 | -45,700 | -100.0% | -$10.04万 | 清仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $0 | 0.00% | 0 | -29,200 | -100.0% | -$8.55万 | 清仓 |
| PL | PLANET LABS PBC 看跌期权 | $0 | 0.00% | 0 | -67,800 | -100.0% | -$8.07万 | 清仓 |
| AFRM | AFFIRM HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -33,400 | -100.0% | -$7.77万 | 清仓 |
| VG | VENTURE GLOBAL INC 看跌期权 | $0 | 0.00% | 0 | -82,600 | -100.0% | -$7.48万 | 清仓 |
| RCAT | RED CAT HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -110,600 | -100.0% | -$6.25万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $0 | 0.00% | 0 | -24,600 | -100.0% | -$5.62万 | 清仓 |
| COHR | COHERENT CORP 看跌期权 | $0 | 0.00% | 0 | -8,700 | -100.0% | -$5.51万 | 清仓 |
| FSLY | FASTLY INC 看涨期权 | $0 | 0.00% | 0 | -51,600 | -100.0% | -$5.47万 | 清仓 |