REXFORD CAPITAL INC
BELLAIRE TX · SEC CIK 0002081847
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA-TENCOR CORP | $424.35万 | 3.03% | 2,882 | -136 | -4.5% | -$20.02万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $415.01万 | 2.96% | 6,945 | 623 | 9.9% | $37.23万 | 加仓 |
| CAT | CATERPILLAR INC COM | $395.96万 | 2.82% | 5,589 | -282 | -4.8% | -$19.98万 | 减仓 |
| AAPL | APPLE INC | $349.47万 | 2.49% | 13,770 | 208 | 1.5% | $5.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $330.41万 | 2.36% | 6,895 | 312 | 4.7% | $14.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $300.49万 | 2.14% | 17,230 | 464 | 2.8% | $8.09万 | 加仓 |
| WMT | WALMART INC COM | $221.36万 | 1.58% | 17,811 | 214 | 1.2% | $2.66万 | 加仓 |
| RTX | RTX CORPORATION COM | $196.78万 | 1.40% | 10,201 | -28 | -0.3% | -$5,401 | 减仓 |
| AMGN | AMGEN INC | $191.97万 | 1.37% | 5,456 | 46 | 0.9% | $1.62万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $187.64万 | 1.34% | 5,490 | 53 | 1.0% | $1.81万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $186.95万 | 1.33% | 6,517 | 23 | 0.4% | $6,598 | 加仓 |
| VLO | VALERO ENERGY CORP | $177.30万 | 1.26% | 7,176 | -34 | -0.5% | -$8,401 | 减仓 |
| RCL | ROYAL CARRIBBEAN CRUISES LTD | $175.81万 | 1.25% | 6,389 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $174.99万 | 1.25% | 10,314 | 449 | 4.6% | $7.62万 | 加仓 |
| ORCL | ORACLE CORPORATION | $174.72万 | 1.25% | 11,877 | 281 | 2.4% | $4.13万 | 加仓 |
| GRMN | GARMIN LTD SHS | $173.52万 | 1.24% | 7,479 | 115 | 1.6% | $2.67万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $170.24万 | 1.21% | 4,960 | 609 | 14.0% | $20.90万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $168.16万 | 1.20% | 3,875 | -18 | -0.5% | -$7,811 | 减仓 |
| GLW | CORNING INC COM | $162.35万 | 1.16% | 11,940 | -167 | -1.4% | -$2.27万 | 减仓 |
| LLY | ELI LILLY & CO COM | $152.31万 | 1.09% | 1,656 | 68 | 4.3% | $6.25万 | 加仓 |
| MCD | MCDONALDS CORP COM | $151.82万 | 1.08% | 4,885 | 839 | 20.7% | $26.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $144.71万 | 1.03% | 5,920 | 161 | 2.8% | $3.94万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $143.63万 | 1.02% | 2 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $133.24万 | 0.95% | 3,401 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC- SPONS ADR | $132.69万 | 0.95% | 6,728 | 2 | 0.0% | $493 | 加仓 |
| COP | CONOCOPHILLIPS COM | $125.35万 | 0.89% | 9,496 | 332 | 3.6% | $4.38万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $120.61万 | 0.86% | 3,760 | 278 | 8.0% | $8.92万 | 加仓 |
| META | META PLATFORMS INC CL A | $119.69万 | 0.85% | 2,092 | 430 | 25.9% | $24.60万 | 加仓 |
| CSCO | CISCO SYS INC | $119.56万 | 0.85% | 15,409 | 1,181 | 8.3% | $9.16万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $118.96万 | 0.85% | 5,750 | 674 | 13.3% | $13.94万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $118.86万 | 0.85% | 10,668 | 1,017 | 10.5% | $11.33万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $117.81万 | 0.84% | 5,127 | 168 | 3.4% | $3.86万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $116.92万 | 0.83% | 34,869 | 651 | 1.9% | $2.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $115.56万 | 0.82% | 8,001 | 1,661 | 26.2% | $23.99万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $107.66万 | 0.77% | 9,075 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $107.01万 | 0.76% | 16,216 | 344 | 2.2% | $2.27万 | 加仓 |
| MSFT | MICROSOFT | $106.87万 | 0.76% | 2,887 | 188 | 7.0% | $6.96万 | 加仓 |
| AMZN | AMAZON COM INC COM | $105.57万 | 0.75% | 5,069 | 283 | 5.9% | $5.89万 | 加仓 |
| AZO | AUTOZONE INC COM | $103.36万 | 0.74% | 306 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $103.05万 | 0.74% | 3,407 | 40 | 1.2% | $1.21万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $99.99万 | 0.71% | 20,511 | 452 | 2.3% | $2.20万 | 加仓 |
| HD | HOME DEPOT | $96.00万 | 0.68% | 2,919 | 109 | 3.9% | $3.58万 | 加仓 |
| MRK | MERCK & CO INC COM | $95.05万 | 0.68% | 7,902 | 103 | 1.3% | $1.24万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $94.46万 | 0.67% | 3,492 | -28 | -0.8% | -$7,574 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $94.24万 | 0.67% | 5,700 | 281 | 5.2% | $4.65万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $93.60万 | 0.67% | 10,166 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $92.07万 | 0.66% | 5,054 | 8 | 0.2% | $1,457 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $89.92万 | 0.64% | 6,452 | 103 | 1.6% | $1.44万 | 加仓 |
| USB | US BANCORP COM NEW | $86.09万 | 0.61% | 16,553 | 56 | 0.3% | $2,913 | 加仓 |
| AFL | AFLAC INC COM | $83.91万 | 0.60% | 7,649 | 50 | 0.7% | $5,485 | 加仓 |
| CAMT | CAMTEK LTD ORD | $83.11万 | 0.59% | 5,482 | -5 | -0.1% | -$758 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $81.29万 | 0.58% | 1,345 | 65 | 5.1% | $3.93万 | 加仓 |
| QCOM | QUALCOMM INC COM | $76.69万 | 0.55% | 5,955 | 317 | 5.6% | $4.08万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $76.66万 | 0.55% | 9,630 | 56 | 0.6% | $4,458 | 加仓 |
| NVS | NOVARTIS AG ADR | $76.41万 | 0.55% | 5,002 | 8 | 0.2% | $1,222 | 加仓 |
| MMM | 3M CO COM | $75.13万 | 0.54% | 5,173 | 190 | 3.8% | $2.76万 | 加仓 |
| UNP | UNION PAC CORP COM | $74.95万 | 0.53% | 3,089 | 588 | 23.5% | $14.27万 | 加仓 |
| KO | COCA COLA CO COM | $72.10万 | 0.51% | 9,480 | 349 | 3.8% | $2.65万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $71.38万 | 0.51% | 12,676 | 203 | 1.6% | $1.14万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $70.60万 | 0.50% | 5,386 | 243 | 4.7% | $3.19万 | 加仓 |
| COR | CENCORA INC COM | $70.59万 | 0.50% | 2,247 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $70.16万 | 0.50% | 11,246 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $70.06万 | 0.50% | 2,402 | 23 | 1.0% | $6,709 | 加仓 |
| MKL | MARKEL GROUP INC COM | $69.29万 | 0.49% | 362 | 1 | 0.3% | $1,914 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $67.54万 | 0.48% | 2,296 | 185 | 8.8% | $5.44万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $66.93万 | 0.48% | 3,669 | 45 | 1.2% | $8,209 | 加仓 |
| C | CITIGROUP INC | $64.34万 | 0.46% | 5,673 | 127 | 2.3% | $1.44万 | 加仓 |
| BTI | BRITISH AMERICAN TOBACCO | $63.56万 | 0.45% | 10,870 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES | $62.20万 | 0.44% | 2,566 | 676 | 35.8% | $16.39万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $60.57万 | 0.43% | 2,939 | 28 | 1.0% | $5,771 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $59.62万 | 0.43% | 3,196 | 253 | 8.6% | $4.72万 | 加仓 |
| ALL | ALLSTATE CORP | $59.38万 | 0.42% | 2,864 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $58.67万 | 0.42% | 5,108 | 2 | 0.0% | $230 | 加仓 |
| MPC | MARATHON PETE CORP COM | $58.21万 | 0.42% | 2,384 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $57.94万 | 0.41% | 22,005 | 308 | 1.4% | $8,110 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $56.98万 | 0.41% | 2,685 | -6 | -0.2% | -$1,273 | 减仓 |
| SYY | SYSCO CORP COM | $56.85万 | 0.41% | 7,970 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $56.56万 | 0.40% | 5,509 | 194 | 3.7% | $1.99万 | 加仓 |
| HSY | HERSHEY CO COM | $54.34万 | 0.39% | 2,614 | 34 | 1.3% | $7,068 | 加仓 |
| — | HONEYWELL INTL INC COM | $53.98万 | 0.39% | 2,388 | 84 | 3.6% | $1.90万 | 加仓 |
| SHEL | ROYAL DUTCH SHELL PLC-ADR | $52.16万 | 0.37% | 5,609 | -79 | -1.4% | -$7,347 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $49.51万 | 0.35% | 10,276 | 68 | 0.7% | $3,276 | 加仓 |
| PFE | PFIZER INC COM | $49.36万 | 0.35% | 17,578 | 149 | 0.9% | $4,184 | 加仓 |
| ABBV | ABBVIE INC COM | $48.89万 | 0.35% | 2,248 | 33 | 1.5% | $7,177 | 加仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $48.86万 | 0.35% | 2,464 | 36 | 1.5% | $7,138 | 加仓 |
| PEP | PEPSICO INC COM | $48.20万 | 0.34% | 3,104 | 252 | 8.8% | $3.91万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $48.07万 | 0.34% | 12,914 | 741 | 6.1% | $2.76万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $47.83万 | 0.34% | 12,732 | -208 | -1.6% | -$7,815 | 减仓 |
| FN | FABRINET SHS | $47.61万 | 0.34% | 913 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $47.50万 | 0.34% | 1,655 | 31 | 1.9% | $8,897 | 加仓 |
| TGT | TARGET CORP COM | $47.21万 | 0.34% | 3,895 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $47.19万 | 0.34% | 3,264 | -36 | -1.1% | -$5,205 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $47.11万 | 0.34% | 1,741 | 143 | 8.9% | $3.87万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $47.04万 | 0.34% | 10,124 | 10,124 | — | $47.04万 | 新建仓 |
| DG | DOLLAR GEN CORP COM | $46.15万 | 0.33% | 3,887 | 28 | 0.7% | $3,324 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $45.98万 | 0.33% | 8,725 | 54 | 0.6% | $2,846 | 加仓 |
| DEO | DIAGEO PLC | $44.06万 | 0.31% | 5,918 | 3,110 | 110.8% | $23.15万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $42.98万 | 0.31% | 8,561 | 1,081 | 14.5% | $5.43万 | 加仓 |
| DIS | DISNEY WALT CO COM | $42.88万 | 0.31% | 4,450 | 373 | 9.1% | $3.59万 | 加仓 |
| AVGO | BROADCOM INC COM | $42.06万 | 0.30% | 1,359 | 526 | 63.1% | $16.28万 | 加仓 |