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 |
|---|---|---|---|---|---|---|---|---|
| UMAC | UNUSUAL MACHS INC 看涨期权 | $0 | 0.00% | 0 | -117,800 | -100.0% | -$4.71万 | 清仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $0 | 0.00% | 0 | -17,800 | -100.0% | -$4.65万 | 清仓 |
| BW | BABCOCK & WILCOX ENTERPRISES 看跌期权 | $0 | 0.00% | 0 | -143,700 | -100.0% | -$4.31万 | 清仓 |
| UPST | UPSTART HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -56,600 | -100.0% | -$3.65万 | 清仓 |
| LMND | LEMONADE INC 看涨期权 | $0 | 0.00% | 0 | -23,200 | -100.0% | -$3.57万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -41,100 | -100.0% | -$3.56万 | 清仓 |
| UMAC | UNUSUAL MACHS INC 看跌期权 | $0 | 0.00% | 0 | -176,700 | -100.0% | -$3.53万 | 清仓 |
| LITE | LUMENTUM HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -2,200 | -100.0% | -$3.10万 | 清仓 |
| WULF | TERAWULF INC 看跌期权 | $0 | 0.00% | 0 | -95,600 | -100.0% | -$3.06万 | 清仓 |
| BW | BABCOCK & WILCOX ENTERPRISES 看涨期权 | $0 | 0.00% | 0 | -95,800 | -100.0% | -$2.87万 | 清仓 |
| LITE | LUMENTUM HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -2,200 | -100.0% | -$2.82万 | 清仓 |
| WULF | TERAWULF INC 看涨期权 | $0 | 0.00% | 0 | -95,600 | -100.0% | -$2.68万 | 清仓 |
| APLD | APPLIED DIGITAL CORP 看跌期权 | $0 | 0.00% | 0 | -89,400 | -100.0% | -$2.44万 | 清仓 |
| RCAT | RED CAT HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -110,600 | -100.0% | -$1.94万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -27,400 | -100.0% | -$1.86万 | 清仓 |
| FSLY | FASTLY INC 看跌期权 | $0 | 0.00% | 0 | -51,600 | -100.0% | -$1.60万 | 清仓 |
| ASTS | AST SPACEMOBILE INC 看跌期权 | $0 | 0.00% | 0 | -17,800 | -100.0% | -$1.56万 | 清仓 |
| COHR | COHERENT CORP 看涨期权 | $0 | 0.00% | 0 | -5,800 | -100.0% | -$1.48万 | 清仓 |
| LMND | LEMONADE INC 看跌期权 | $0 | 0.00% | 0 | -23,200 | -100.0% | -$1.45万 | 清仓 |
| UPST | UPSTART HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -56,600 | -100.0% | -$1.27万 | 清仓 |
| VG | VENTURE GLOBAL INC 看涨期权 | $0 | 0.00% | 0 | -82,600 | -100.0% | -$8,260 | 清仓 |
| SOC | SABLE OFFSHORE CORP 看涨期权 | $0 | 0.00% | 0 | -77,200 | -100.0% | -$6,948 | 清仓 |
| AFRM | AFFIRM HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -33,400 | -100.0% | -$5,511 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC 看涨期权 | $0 | 0.00% | 0 | -14,600 | -100.0% | -$4,745 | 清仓 |
| APLD | APPLIED DIGITAL CORP 看涨期权 | $0 | 0.00% | 0 | -29,800 | -100.0% | -$4,470 | 清仓 |
| PL | PLANET LABS PBC 看涨期权 | $0 | 0.00% | 0 | -45,200 | -100.0% | -$4,294 | 清仓 |
| FLY | FIREFLY AEROSPACE INC 看跌期权 | $0 | 0.00% | 0 | -58,800 | -100.0% | -$3,528 | 清仓 |