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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO 看涨期权 | $28.02万 | 0.63% | 11,800 | 11,800 | — | $28.02万 | 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 |
| LRCX | LAM RESEARCH CORP 看涨期权 | $33.47万 | 0.76% | 9,400 | 9,400 | — | $33.47万 | 新建仓 |
| AMAT | APPLIED MATLS INC 看涨期权 | $36.78万 | 0.83% | 5,600 | 5,600 | — | $36.78万 | 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 |
| GLW | CORNING INC 看涨期权 | $52.29万 | 1.18% | 16,600 | 16,600 | — | $52.29万 | 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 |
| CLSK | CLEANSPARK INC | $161.36万 | 3.64% | 110,900 | 110,900 | — | $161.36万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $169.41万 | 3.83% | 66,200 | 39,000 | 143.4% | $99.80万 | 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 |
| RUN | SUNRUN INC | $178.49万 | 4.03% | 133,400 | 112,900 | 550.7% | $151.06万 | 重新持有 |
| FCEL | FUELCELL ENERGY INC 看涨期权 | $178.67万 | 4.03% | 151,800 | 151,800 | — | $178.67万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $182.36万 | 4.12% | 52,600 | 52,600 | — | $182.36万 | 新建仓 |
| TEM | TEMPUS AI INC | $186.53万 | 4.21% | 32,200 | 32,200 | — | $186.53万 | 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 |
| MRNA | MODERNA INC | $189.78万 | 4.29% | 27,100 | 27,100 | — | $189.78万 | 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 |
| INTC | INTEL CORP | $195.48万 | 4.41% | 14,000 | 14,000 | — | $195.48万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $197.54万 | 4.46% | 5,900 | 5,900 | — | $197.54万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $198.47万 | 4.48% | 4,600 | 4,600 | — | $198.47万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $201.61万 | 4.55% | 11,800 | 11,800 | — | $201.61万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $202.44万 | 4.57% | 2,800 | 2,800 | — | $202.44万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $203.67万 | 4.60% | 4,700 | 4,700 | — | $203.67万 | 新建仓 |
| SNDK | SANDISK CORP | $204.64万 | 4.62% | 900 | -800 | -47.1% | -$181.90万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $209.89万 | 4.74% | 7,600 | 600 | 8.6% | $16.57万 | 加仓 |
| GLW | CORNING INC | $212.01万 | 4.79% | 8,300 | 8,300 | — | $212.01万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $273.32万 | 6.17% | 75,900 | 75,900 | — | $273.32万 | 新建仓 |