13F 机构持仓

REXFORD CAPITAL INC

BELLAIRE TX · SEC CIK 0002081847

2026Q22026Q1 更早 9 个季度 🔒
$1.40亿2026Q1 申报市值
316持仓数
21.5%前十大占比 · 第一大 3.0%
51 / 10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 3.0%
VOO 3.0%
CAT 2.8%
AAPL 2.5%
BRK/B 2.4%
NVDA 2.1%
WMT 1.6%
RTX 1.4%
AMGN 1.4%
AMAT 1.3%

2026Q1 买入最多 按季末市值估算

FITB 新建仓+$47.04万
GE 加仓+$41.06万
NFLX 新建仓+$37.48万
VOO 加仓+$37.23万
MCD 加仓+$26.08万

2026Q1 卖出最多 按季末市值估算

COMERICA INC COM 清仓-$47.21万
F 减仓-$37.97万
SNDK 清仓-$28.60万
HP 减仓-$26.66万
CCI 清仓-$26.29万

2026Q1 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
COP CONOCOPHILLIPS COM $125.35万0.89%9,496 3323.6% $4.38万 加仓
AZN ASTRAZENECA PLC- SPONS ADR $132.69万0.95%6,728 20.0% $493 加仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $133.24万0.95%3,401 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL CL A $143.63万1.02%2 00.0% — 不变
JNJ JOHNSON & JOHNSON COM $144.71万1.03%5,920 1612.8% $3.94万 加仓
MCD MCDONALDS CORP COM $151.82万1.08%4,885 83920.7% $26.08万 加仓
LLY ELI LILLY & CO COM $152.31万1.09%1,656 684.3% $6.25万 加仓
GLW CORNING INC COM $162.35万1.16%11,940 -167-1.4% -$2.27万 减仓
MSI MOTOROLA SOLUTIONS INC COM NEW $168.16万1.20%3,875 -18-0.5% -$7,811 减仓
GD GENERAL DYNAMICS CORP COM $170.24万1.21%4,960 60914.0% $20.90万 加仓
GRMN GARMIN LTD SHS $173.52万1.24%7,479 1151.6% $2.67万 加仓
ORCL ORACLE CORPORATION $174.72万1.25%11,877 2812.4% $4.13万 加仓
— EXXON MOBIL CORP COM $174.99万1.25%10,314 4494.6% $7.62万 加仓
RCL ROYAL CARRIBBEAN CRUISES LTD $175.81万1.25%6,389 00.0% — 不变
VLO VALERO ENERGY CORP $177.30万1.26%7,176 -34-0.5% -$8,401 减仓
GOOG ALPHABET INC CAP STK CL C $186.95万1.33%6,517 230.4% $6,598 加仓
AMAT APPLIED MATLS INC COM $187.64万1.34%5,490 531.0% $1.81万 加仓
AMGN AMGEN INC $191.97万1.37%5,456 460.9% $1.62万 加仓
RTX RTX CORPORATION COM $196.78万1.40%10,201 -28-0.3% -$5,401 减仓
WMT WALMART INC COM $221.36万1.58%17,811 2141.2% $2.66万 加仓
NVDA NVIDIA CORPORATION COM $300.49万2.14%17,230 4642.8% $8.09万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $330.41万2.36%6,895 3124.7% $14.95万 加仓
AAPL APPLE INC $349.47万2.49%13,770 2081.5% $5.28万 加仓
CAT CATERPILLAR INC COM $395.96万2.82%5,589 -282-4.8% -$19.98万 减仓
VOO VANGUARD S&P 500 ETF $415.01万2.96%6,945 6239.9% $37.23万 加仓
KLAC KLA-TENCOR CORP $424.35万3.03%2,882 -136-4.5% -$20.02万 减仓