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
TLK TELEKOMUNIKASI IND SPONSORED ADR $5.74万0.04%4,273 00.0% — 不变
FIS FIDELITY NATL INFORMATION SVCS COM $6.44万0.04%1,656 00.0% — 不变
AMP AMERIPRISE FINL INC COM $6.74万0.04%147 00.0% — 不变
VFC V F CORP COM $6.76万0.04%4,055 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC COM $6.77万0.04%233 00.0% — 不变
VLTO VERALTO CORP COM SHS $6.83万0.04%770 00.0% — 不变
HRL HORMEL FOODS CORP COM $6.93万0.04%2,792 00.0% — 不变
ON ON SEMICONDUCTOR CORP COM $6.95万0.04%735 00.0% — 不变
MKTX MARKETAXESS HLDGS INC COM $6.97万0.04%614 400186.9% $4.54万 加仓
HP HELMERICH & PAYNE INC COM $7.20万0.04%2,200 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC CL A $7.63万0.05%100 -240-70.6% -$18.32万 减仓
DOC HEALTHPEAK PROPERTIES INC COM $7.70万0.05%3,600 00.0% — 不变
LW LAMB WESTON HLDGS INC COM $7.71万0.05%1,785 00.0% — 不变
CPB THE CAMPBELLS COMPANY COM $7.93万0.05%3,559 -53-1.5% -$1,180 减仓
MHK MOHAWK INDS INC COM $8.34万0.05%687 -400-36.8% -$4.85万 减仓
MAT MATTEL INC COM $8.47万0.05%6,100 00.0% — 不变
TSN TYSON FOODS INC CL A $8.74万0.05%1,526 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR $8.77万0.05%1,064 -15-1.4% -$1,236 减仓
DD DUPONT DE NEMOURS INC COMMON STOCK $8.95万0.05%660 -1,329-66.8% -$18.03万 减仓
ZTS ZOETIS INC CL A $9.23万0.06%1,285 -1,067-45.4% -$7.67万 减仓
MDXG MIMEDX GROUP INC COM $9.63万0.06%25,024 00.0% — 不变
WDAY WORKDAY INC CL A $9.79万0.06%800 -40-4.8% -$4,897 减仓
CP CANADIAN PACIFIC KANSAS CITY COM $9.96万0.06%1,150 00.0% — 不变
OGN ORGANON & CO COMMON STOCK $10.30万0.06%7,607 -610-7.4% -$8,259 减仓
UHS UNIVERSAL HLTH SVCS INC CL B $10.41万0.06%700 00.0% — 不变
DHR DANAHER CORP $10.59万0.06%556 00.0% — 不变
BXP BXP INC COM $11.11万0.07%1,676 00.0% — 不变
ADBE ADOBE INC COM $11.50万0.07%561 71.3% $1,435 加仓
NKE NIKE INC CL B $12.28万0.08%2,992 00.0% — 不变
JHX JAMES HARDIE INDS PLC ORD SHS $12.57万0.08%4,800 00.0% — 不变
INTU INTUIT COM $13.10万0.08%502 153.1% $3,915 加仓
WU WESTERN UNION COMPANY $13.27万0.08%17,240 -3,322-16.2% -$2.56万 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $13.42万0.08%8,370 -70-0.8% -$1,122 减仓
MET METLIFE INC COM $13.55万0.08%1,601 00.0% — 不变
NEE NEXTERA ENERGY INC COM $13.89万0.09%1,583 43938.4% $3.85万 加仓
THO THOR INDS INC COM $14.09万0.09%1,875 00.0% — 不变
BBY BEST BUY INC COM $14.27万0.09%1,881 -200-9.6% -$1.52万 减仓
EW EDWARDS LIFESCIENCES CORP COM $15.16万0.09%1,676 00.0% — 不变
SCHW SCHWAB CHARLES CORP COM $15.23万0.09%1,651 00.0% — 不变
PFBC PREFERRED BK LOS ANGELES CA COM NEW $15.50万0.09%1,459 00.0% — 不变
ENB ENBRIDGE INC COM $15.72万0.10%2,900 00.0% — 不变
IDXX IDEXX LABS INC COM $16.06万0.10%305 00.0% — 不变
Q QNITY ELECTRONICS INC COMMON STOCK $16.23万0.10%994 00.0% — 不变
BDX BECTON DICKINSON & CO COM $16.34万0.10%1,080 00.0% — 不变
CI THE CIGNA GROUP COM $17.06万0.10%619 50.8% $1,378 加仓
DHI D R HORTON INC COM $17.43万0.11%1,070 504.9% $8,144 加仓
PZZA PAPA JOHNS INTL INC COM $17.50万0.11%4,758 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC COM $17.66万0.11%1,047 00.0% — 不变
LEN LENNAR CORP CL A $18.01万0.11%1,990 00.0% — 不变
REGN REGENERON PHARMACEUTICALS COM $18.33万0.11%294 00.0% — 不变
FLEX FLEX LTD ORD $18.41万0.11%1,136 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC COM $18.50万0.11%10,238 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC 看跌期权 $18.70万0.11%5,500 00.0% — 不变
VALE VALE S A SPONSORED ADS $18.97万0.12%12,612 00.0% — 不变
HLN HALEON PLC SPON ADS $19.15万0.12%20,524 00.0% — 不变
AMT AMERICAN TOWER CORP COM $19.17万0.12%1,172 433.8% $7,034 加仓
FISV FISERV INC $19.17万0.12%3,909 00.0% — 不变
CLX CLOROX CO DEL COM $19.17万0.12%2,009 241.2% $2,291 加仓
ADP AUTOMATIC DATA PROCESSING INC COM $19.57万0.12%874 222.6% $4,927 加仓
CB CHUBB LIMITED COM $19.87万0.12%583 00.0% — 不变
SLF SUN LIFE FINANCIAL INC. COM $20.82万0.13%2,655 00.0% — 不变
LH LABORATORY CORP OF AMERICA $20.86万0.13%745 00.0% — 不变
ITW ILLINOIS TOOL WKS INC COM $22.02万0.13%814 00.0% — 不变
BHP BHP BILLITON LIMITED SPONSORED ADS $22.65万0.14%2,719 80.3% $666 加仓
LOW LOWES COS INC COM $22.69万0.14%1,029 474.8% $1.04万 加仓
AAP ADVANCE AUTO PARTS INC COM $23.02万0.14%3,700 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW COM $23.45万0.14%2,440 00.0% — 不变
FAST FASTENAL CO COM $24.08万0.15%5,014 00.0% — 不变
PYPL PAYPAL HLDGS INC COM $24.60万0.15%5,697 330.6% $1,425 加仓
SMP STANDARD MTR PRODS INC COM $25.23万0.15%6,475 -400-5.8% -$1.56万 减仓
LIN LINDE PLC SHS $25.48万0.16%491 8821.8% $4.57万 加仓
BP BP PLC SPONSORED ADR $25.86万0.16%6,999 00.0% — 不变
HSBC HSBC HOLDINGS PLC SPONS ADR $26.08万0.16%2,743 00.0% — 不变
OLLI OLLIES BARGAIN OUTLET HLDGS COM $26.23万0.16%3,412 2477.8% $1.90万 加仓
HONA HONEYWELL AEROSPACE INC COM $26.31万0.16%1,190 1,190— $26.31万 新建仓
MDT MEDTRONIC PLC SHS $26.36万0.16%3,370 00.0% — 不变
HON HONEYWELL INTL INC COM $26.64万0.16%1,190 -1,198-50.2% -$26.82万 减仓
OXY OCCIDENTAL PETE CORP COM $26.79万0.16%5,516 00.0% — 不变
NVMI NOVA LTD COM $27.15万0.17%500 00.0% — 不变
MU MICRON TECHNOLOGY INC COM $27.59万0.17%239 20.8% $2,309 加仓
HUM HUMANA INC COM $27.69万0.17%697 00.0% — 不变
CFR CULLEN FROST BANKERS INC COM $27.94万0.17%1,808 00.0% — 不变
AMX AMERICA MOVIL SERIES L ADR $28.07万0.17%10,800 00.0% — 不变
OTIS OTIS WORLDWIDE CORP COM $28.28万0.17%3,950 952.5% $6,802 加仓
CMCSA COMCAST CORP NEW CL A $28.37万0.17%11,554 1,82018.7% $4.47万 加仓
CHKP CHECK POINT SOFTWARE TECH LTD ORD $28.91万0.18%2,200 00.0% — 不变
STZ CONSTELLATION BRANDS INC CL A $29.08万0.18%2,091 190.9% $2,643 加仓
PLD PROLOGIS INC. COM $29.15万0.18%2,152 633.0% $8,535 加仓
BKH BLACK HILLS CORP COM $29.48万0.18%3,962 00.0% — 不变
CRM SALESFORCE INC COM $29.53万0.18%1,885 -171-8.3% -$2.68万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $29.73万0.18%3,663 00.0% — 不变
NFLX NETFLIX INC. COM $29.78万0.18%4,171 2737.0% $1.95万 加仓
AMD ADVANCED MICRO DEVICES INC COM $30.15万0.18%519 -500-49.1% -$29.05万 减仓
CRUS CIRRUS LOGIC INC COM $30.39万0.19%2,046 00.0% — 不变
TXN TEXAS INSTRS INC COM $30.79万0.19%1,033 00.0% — 不变
ACN ACCENTURE LTD BERMUDA CL A $30.85万0.19%2,479 150.6% $1,867 加仓
FLS FLOWSERVE CORP COM $30.95万0.19%4,173 00.0% — 不变
DMLP DORCHESTER MINERALS L P COM UNIT $31.48万0.19%12,469 00.0% — 不变
J JACOBS SOLUTIONS INC COM $31.50万0.19%2,500 00.0% — 不变
ECL ECOLAB INC COM $31.73万0.19%1,139 00.0% — 不变