REXFORD CAPITAL INC
BELLAIRE TX · SEC CIK 0002081847
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC COM | $126.39万 | 0.77% | 10,683 | 15 | 0.1% | $1,775 | 加仓 |
| AZN | ASTRAZENECA PLC- SPONS ADR | $127.71万 | 0.78% | 6,735 | 7 | 0.1% | $1,327 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $131.39万 | 0.80% | 9,086 | 11 | 0.1% | $1,591 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $138.11万 | 0.85% | 10,156 | -10 | -0.1% | -$1,360 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $139.12万 | 0.85% | 3,760 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $141.04万 | 0.86% | 10,316 | 10,316 | — | $141.04万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $148.94万 | 0.91% | 5,510 | 625 | 12.8% | $16.89万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $149.77万 | 0.92% | 2 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $158.84万 | 0.97% | 6,254 | 334 | 5.6% | $8.48万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $161.05万 | 0.99% | 3,878 | 3 | 0.1% | $1,246 | 加仓 |
| ORCL | ORACLE CORPORATION | $175.11万 | 1.07% | 11,949 | 72 | 0.6% | $1.06万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $175.74万 | 1.08% | 4,961 | 1 | 0.0% | $354 | 加仓 |
| GRMN | GARMIN LTD SHS | $178.32万 | 1.09% | 7,507 | 28 | 0.4% | $6,651 | 加仓 |
| CSCO | CISCO SYS INC | $181.25万 | 1.11% | 15,431 | 22 | 0.1% | $2,584 | 加仓 |
| VLO | VALERO ENERGY CORP | $185.07万 | 1.13% | 7,106 | -70 | -1.0% | -$1.82万 | 减仓 |
| RTX | RTX CORPORATION COM | $196.18万 | 1.20% | 10,340 | 139 | 1.4% | $2.64万 | 加仓 |
| AMGN | AMGEN INC | $199.09万 | 1.22% | 5,498 | 42 | 0.8% | $1.52万 | 加仓 |
| LLY | ELI LILLY & CO COM | $200.90万 | 1.23% | 1,675 | 19 | 1.1% | $2.28万 | 加仓 |
| WMT | WALMART INC COM | $201.99万 | 1.24% | 17,834 | 23 | 0.1% | $2,605 | 加仓 |
| RCL | ROYAL CARRIBBEAN CRUISES LTD | $202.87万 | 1.24% | 6,389 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $223.04万 | 1.37% | 3,492 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $230.90万 | 1.41% | 6,535 | 18 | 0.3% | $6,360 | 加仓 |
| GLW | CORNING INC COM | $304.34万 | 1.86% | 11,915 | -25 | -0.2% | -$6,386 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $310.83万 | 1.90% | 3,221 | -180 | -5.3% | -$17.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $346.97万 | 2.12% | 6,934 | 39 | 0.6% | $1.95万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $397.43万 | 2.43% | 5,497 | 7 | 0.1% | $5,061 | 加仓 |
| AAPL | APPLE INC | $398.88万 | 2.44% | 13,785 | 15 | 0.1% | $4,340 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $401.30万 | 2.46% | 20,056 | 2,826 | 16.4% | $56.55万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $460.24万 | 2.82% | 6,701 | -244 | -3.5% | -$16.76万 | 减仓 |
| CAT | CATERPILLAR INC COM | $594.75万 | 3.64% | 5,585 | -4 | -0.1% | -$4,260 | 减仓 |
| KLAC | KLA-TENCOR CORP | $866.81万 | 5.31% | 28,730 | -90 | -0.3% | -$2.72万 | 减仓 |