13F 机构持仓

REXFORD CAPITAL INC

BELLAIRE TX · SEC CIK 0002081847

2026Q22026Q1 更早 9 个季度 🔒
$1.63亿2026Q2 申报市值
301持仓数
26.4%前十大占比 · 第一大 5.3%
15 / 30新建仓 / 清仓
申报市值走势$1.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

KLAC 5.3%
CAT 3.6%
VOO 2.8%
NVDA 2.5%
AAPL 2.4%
AMAT 2.4%
BRK/B 2.1%
STX 1.9%
GLW 1.9%
GOOG 1.4%

2026Q2 买入最多 按季末市值估算

XOM 新建仓+$141.04万
T 加仓+$63.57万
NVDA 加仓+$56.55万
ISRG 新建仓+$45.93万
UL 新建仓+$43.45万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$174.99万
KHC 清仓-$36.18万
AMD 减仓-$29.05万
TAP 清仓-$27.65万
HON 减仓-$26.82万

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
— EXXON MOBIL CORP COM $00.00%0 -10,314-100.0% -$174.99万 清仓
KHC KRAFT HEINZ CO COM $00.00%0 -16,085-100.0% -$36.18万 清仓
TAP MOLSON COORS BEVERAGE CO CL B $00.00%0 -6,422-100.0% -$27.65万 清仓
EL LAUDER ESTEE COS INC CL A $00.00%0 -2,657-100.0% -$19.07万 清仓
WHR WHIRLPOOL CORP COM $00.00%0 -2,521-100.0% -$13.59万 清仓
CLF CLEVELAND-CLIFFS INC NEW COM $00.00%0 -9,500-100.0% -$8.03万 清仓
GDRX GOODRX HLDGS INC COM CL A $00.00%0 -30,600-100.0% -$6.00万 清仓
CAG CONAGRA BRANDS INC COM $00.00%0 -3,576-100.0% -$5.62万 清仓
BRKR BRUKER CORP COM $00.00%0 -739-100.0% -$2.67万 清仓
VGK VANGUARD FTSE EUROPE ETF $00.00%0 -186-100.0% -$1.53万 清仓
TTD THE TRADE DESK INC COM CL A $00.00%0 -400-100.0% -$9,076 清仓
JD JD.COM INC SPON ADS CL A $00.00%0 -300-100.0% -$8,871 清仓
— DISCOVERY HLDG CO $00.00%0 -260-100.0% -$7,140 清仓
EWJ ISHARES MSCI JAPAN ETF $00.00%0 -41-100.0% -$3,462 清仓
NEM NEWMONT CORP COM $00.00%0 -30-100.0% -$3,248 清仓
PLTR PALANTIR TECHNOLOGIES INC CL A $00.00%0 -20-100.0% -$2,926 清仓
D DOMINION ENERGY INC COM $00.00%0 -25-100.0% -$1,546 清仓
F FORD MTR CO COM $00.00%0 -100-100.0% -$1,154 清仓
VICI VICI PPTYS INC COM $00.00%0 -33-100.0% -$902 清仓
ARKX ARK SPACE & DEFENSE INNOVATION ETF $00.00%0 -25-100.0% -$734 清仓
TMUS T-MOBILE US INC COM $00.00%0 -3-100.0% -$525 清仓
LI LI AUTO INC SPONSORED ADS $00.00%0 -25-100.0% -$446 清仓
— VANECK SOCIAL SENTIMENT ETF $00.00%0 -6-100.0% -$173 清仓
HNST HONEST CO INC COM $00.00%0 -30-100.0% -$89 清仓
AR ANTERO RESOURCES CORP COM $00.00%0 -2-100.0% -$85 清仓
CX CEMEX SA EURO MTN BE 144A SPON ADR NEW $00.00%0 -3-100.0% -$34 清仓
ADT ADT CORP $00.00%0 -3-100.0% -$20 清仓
LCID LUCID GROUP INC COM NEW $00.00%0 -1-100.0% -$10 清仓
FUBO FUBOTV INC COM NEW CL A $00.00%0 -1-100.0% -$9 清仓
GNW GENWORTH FINL INC COM SHS $00.00%0 -1-100.0% -$8 清仓
SCHD SCHWAB US DIVIDEND EQUITY ETF $3170.00%10 10— $317 新建仓
SJM SMUCKER J M CO COM NEW $4500.00%4 4— $450 新建仓
BAX BAXTER INTL INC COM $5330.00%25 -8,734-99.7% -$18.62万 减仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $1,6080.00%30 -200-87.0% -$1.07万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $2,3680.00%37 00.0% — 不变
FICO FAIR ISAAC CORP COM $2,3900.00%2 -4-66.7% -$4,780 减仓
XTN STATE STREET SPDR S&P TRANSPORTATION ETF $2,8910.00%25 00.0% — 不变
IWF ISHARES RUSSELL 1000 GROWTH ETF $4,5940.00%37 37— $4,594 新建仓
SOFI SOFI TECHNOLOGIES INC COM $4,5990.00%256 00.0% — 不变
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $4,8210.00%45 00.0% — 不变
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF $4,9300.00%64 64— $4,930 新建仓
ORLY OREILLY AUTOMOTIVE INC COM $5,0650.00%55 00.0% — 不变
EIX EDISON INTL COM $6,1790.00%83 00.0% — 不变
CEG CONSTELLATION ENERGY CORP COM $7,4510.00%30 00.0% — 不变
NOC NORTHROP GRUMMAN CORP COM $7,6400.00%15 00.0% — 不变
VTV VANGUARD VALUE ETF $7,8450.00%36 -119-76.8% -$2.59万 减仓
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $8,3330.01%91 91— $8,333 新建仓
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF $8,4770.01%147 147— $8,477 新建仓
— OCCIDENTAL PETE CORP WT EXP 080327 $8,9480.01%336 -25-6.9% -$666 减仓
VOOG VANGUARD S&P 500 GROWTH ETF $9,9140.01%120 00.0% — 不变
TJX TJX COS INC NEW COM $1.09万0.01%72 710.8% $1,060 加仓
VTWO VANGUARD RUSSELL 2000 ETF $1.10万0.01%91 00.0% — 不变
DE DEERE & CO COM $1.14万0.01%18 763.6% $4,440 加仓
CRH CRH PLC ORD $1.14万0.01%107 00.0% — 不变
UBER UBER TECHNOLOGIES INC COM $1.18万0.01%163 103171.7% $7,432 加仓
XYL XYLEM INC $1.18万0.01%100 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC COM CL A $1.26万0.01%349 -12-3.3% -$432 减仓
QLYS QUALYS INC COM $1.37万0.01%100 00.0% — 不变
— TOPBUILD COR COM $1.38万0.01%39 00.0% — 不变
TTEK TETRA TECH INC NEW COM $1.52万0.01%525 00.0% — 不变
DELL DELL TECHNOLOGIES INC CL C $1.55万0.01%36 00.0% — 不变
EMR EMERSON ELEC CO COM $1.56万0.01%109 2123.9% $3,006 加仓
INFY INFOSYS LTD SPONSORED ADR $1.57万0.01%1,500 00.0% — 不变
MOS MOSAIC CO COM $1.61万0.01%761 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC COM $1.68万0.01%200 00.0% — 不变
VT VANGUARD TOTAL WORLD STOCK ETF $1.70万0.01%108 00.0% — 不变
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR $1.74万0.01%268 00.0% — 不变
WGO WINNEBAGO INDS INC COM $1.87万0.01%600 00.0% — 不变
GEV GE VERNOVA INC COM $2.00万0.01%17 430.8% $4,700 加仓
IWD ISHARES RUSSELL 1000 VALUE ETF $2.47万0.02%102 102— $2.47万 新建仓
ETN EATON CORP PLC SHS $2.60万0.02%61 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC COM $2.63万0.02%19 00.0% — 不变
BIZD VANECK BDC INCOME ETF $2.65万0.02%2,094 2,094— $2.65万 新建仓
CHDN CHURCHILL DOWNS INC COM $2.69万0.02%300 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $2.73万0.02%27 00.0% — 不变
BA BOEING CO COM $2.79万0.02%129 2524.0% $5,412 加仓
QQQ INVESCO QQQ TRUST SERIES I $2.80万0.02%38 00.0% — 不变
CMI CUMMINS INC COM $2.85万0.02%40 617.6% $4,279 加仓
LULU LULULEMON ATHLETICA INC COM $3.12万0.02%273 7135.1% $8,107 加仓
VGT VANGUARD INFORMATION TECHNOLOGY ETF $3.16万0.02%264 00.0% — 不变
BX BLACKSTONE INC COM $3.26万0.02%277 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC CL A $3.36万0.02%389 00.0% — 不变
SW SMURFIT WESTROCK PLC SHS $3.70万0.02%800 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC COM $3.73万0.02%56 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V COM $3.99万0.02%142 00.0% — 不变
CNP CENTERPOINT ENERGY INC COM $4.03万0.02%916 202.2% $881 加仓
CAVA CAVA GROUP INC COM $4.05万0.02%516 00.0% — 不变
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE $4.14万0.03%1,005 1,005— $4.14万 新建仓
DGX QUEST DIAGNOSTICS INC COM $4.24万0.03%200 00.0% — 不变
DGRO ISHARES CORE DIVIDEND GROWTH ETF $4.47万0.03%590 590— $4.47万 新建仓
PHM PULTE GROUP INC COM $4.53万0.03%330 00.0% — 不变
CPRT COPART INC COM $4.63万0.03%1,642 1,642— $4.63万 新建仓
ING ING GROEP N.V. SPONSORED ADR $4.67万0.03%1,489 00.0% — 不变
ROK ROCKWELL AUTOMATION INC COM $4.95万0.03%100 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $4.99万0.03%563 00.0% — 不变
AYI ACUITY INC COM $5.08万0.03%135 00.0% — 不变
WAT WATERS CORP COM $5.14万0.03%137 -1-0.7% -$375 减仓
ALK ALASKA AIR GROUP INC COM $5.22万0.03%1,000 00.0% — 不变
SONY SONY GROUP CORP SPONSORED ADR $5.65万0.03%2,815 00.0% — 不变
TSLA TESLA INC COM $5.69万0.03%135 00.0% — 不变