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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT COM | $13.10万 | 0.08% | 502 | 15 | 3.1% | $3,915 | 加仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $12.57万 | 0.08% | 4,800 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $12.28万 | 0.08% | 2,992 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $11.50万 | 0.07% | 561 | 7 | 1.3% | $1,435 | 加仓 |
| BXP | BXP INC COM | $11.11万 | 0.07% | 1,676 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $10.59万 | 0.06% | 556 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $10.41万 | 0.06% | 700 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $10.30万 | 0.06% | 7,607 | -610 | -7.4% | -$8,259 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $9.96万 | 0.06% | 1,150 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CL A | $9.79万 | 0.06% | 800 | -40 | -4.8% | -$4,897 | 减仓 |
| MDXG | MIMEDX GROUP INC COM | $9.63万 | 0.06% | 25,024 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $9.23万 | 0.06% | 1,285 | -1,067 | -45.4% | -$7.67万 | 减仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $8.95万 | 0.05% | 660 | -1,329 | -66.8% | -$18.03万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $8.77万 | 0.05% | 1,064 | -15 | -1.4% | -$1,236 | 减仓 |
| TSN | TYSON FOODS INC CL A | $8.74万 | 0.05% | 1,526 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC COM | $8.47万 | 0.05% | 6,100 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC COM | $8.34万 | 0.05% | 687 | -400 | -36.8% | -$4.85万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $7.93万 | 0.05% | 3,559 | -53 | -1.5% | -$1,180 | 减仓 |
| LW | LAMB WESTON HLDGS INC COM | $7.71万 | 0.05% | 1,785 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $7.70万 | 0.05% | 3,600 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $7.63万 | 0.05% | 100 | -240 | -70.6% | -$18.32万 | 减仓 |
| HP | HELMERICH & PAYNE INC COM | $7.20万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC COM | $6.97万 | 0.04% | 614 | 400 | 186.9% | $4.54万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $6.95万 | 0.04% | 735 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP COM | $6.93万 | 0.04% | 2,792 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $6.83万 | 0.04% | 770 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $6.77万 | 0.04% | 233 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP COM | $6.76万 | 0.04% | 4,055 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $6.74万 | 0.04% | 147 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $6.44万 | 0.04% | 1,656 | 0 | 0.0% | — | 不变 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $5.74万 | 0.04% | 4,273 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $5.69万 | 0.03% | 135 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $5.65万 | 0.03% | 2,815 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $5.22万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $5.14万 | 0.03% | 137 | -1 | -0.7% | -$375 | 减仓 |
| AYI | ACUITY INC COM | $5.08万 | 0.03% | 135 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4.99万 | 0.03% | 563 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $4.95万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $4.67万 | 0.03% | 1,489 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $4.63万 | 0.03% | 1,642 | 1,642 | — | $4.63万 | 新建仓 |
| PHM | PULTE GROUP INC COM | $4.53万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $4.47万 | 0.03% | 590 | 590 | — | $4.47万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $4.24万 | 0.03% | 200 | 0 | 0.0% | — | 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 |
| CAVA | CAVA GROUP INC COM | $4.05万 | 0.02% | 516 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $4.03万 | 0.02% | 916 | 20 | 2.2% | $881 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $3.99万 | 0.02% | 142 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $3.73万 | 0.02% | 56 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $3.70万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $3.36万 | 0.02% | 389 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $3.26万 | 0.02% | 277 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3.16万 | 0.02% | 264 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $3.12万 | 0.02% | 273 | 71 | 35.1% | $8,107 | 加仓 |
| CMI | CUMMINS INC COM | $2.85万 | 0.02% | 40 | 6 | 17.6% | $4,279 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2.80万 | 0.02% | 38 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $2.79万 | 0.02% | 129 | 25 | 24.0% | $5,412 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.73万 | 0.02% | 27 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC COM | $2.69万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK BDC INCOME ETF | $2.65万 | 0.02% | 2,094 | 2,094 | — | $2.65万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $2.63万 | 0.02% | 19 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $2.60万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.47万 | 0.02% | 102 | 102 | — | $2.47万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $2.00万 | 0.01% | 17 | 4 | 30.8% | $4,700 | 加仓 |
| WGO | WINNEBAGO INDS INC COM | $1.87万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $1.74万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1.70万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.68万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $1.61万 | 0.01% | 761 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $1.57万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $1.56万 | 0.01% | 109 | 21 | 23.9% | $3,006 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.55万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $1.52万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $1.38万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC COM | $1.37万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1.26万 | 0.01% | 349 | -12 | -3.3% | -$432 | 减仓 |
| XYL | XYLEM INC | $1.18万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $1.18万 | 0.01% | 163 | 103 | 171.7% | $7,432 | 加仓 |
| CRH | CRH PLC ORD | $1.14万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $1.14万 | 0.01% | 18 | 7 | 63.6% | $4,440 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $1.10万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $1.09万 | 0.01% | 72 | 7 | 10.8% | $1,060 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $9,914 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $8,948 | 0.01% | 336 | -25 | -6.9% | -$666 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $8,477 | 0.01% | 147 | 147 | — | $8,477 | 新建仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $8,333 | 0.01% | 91 | 91 | — | $8,333 | 新建仓 |
| VTV | VANGUARD VALUE ETF | $7,845 | 0.00% | 36 | -119 | -76.8% | -$2.59万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $7,640 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $7,451 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $6,179 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $5,065 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $4,930 | 0.00% | 64 | 64 | — | $4,930 | 新建仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $4,821 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $4,599 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $4,594 | 0.00% | 37 | 37 | — | $4,594 | 新建仓 |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | $2,891 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $2,390 | 0.00% | 2 | -4 | -66.7% | -$4,780 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $2,368 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1,608 | 0.00% | 30 | -200 | -87.0% | -$1.07万 | 减仓 |
| BAX | BAXTER INTL INC COM | $533 | 0.00% | 25 | -8,734 | -99.7% | -$18.62万 | 减仓 |
| SJM | SMUCKER J M CO COM NEW | $450 | 0.00% | 4 | 4 | — | $450 | 新建仓 |