Nemes Rush Group LLC
NOVI MI · SEC CIK 0001982273
$10.52亿2026Q1 申报市值
944持仓数
31.5%前十大占比 · 第一大 4.9%
51 / 99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
XFIV 加仓+$342.84万
MSFT 加仓+$310.28万
XTRE 加仓+$302.05万
BONDBLOXX BLOOMB 加仓+$298.53万
DFUS 加仓+$250.34万
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$611.17万
GOOGL 减仓-$455.06万
SPY 减仓-$358.33万
AVGO 减仓-$237.15万
JNJ 减仓-$176.75万
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 |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD MEGA CAP VALUE ETF | $45.37万 | 0.04% | 3,130 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $45.75万 | 0.04% | 1,048 | -2 | -0.2% | -$873 | 减仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $46.47万 | 0.04% | 930 | -21 | -2.2% | -$1.05万 | 减仓 |
| TXN | TEXAS INSTRS INCORPORATED | $47.25万 | 0.04% | 2,434 | -15 | -0.6% | -$2,912 | 减仓 |
| MO | ALTRIA GROUP INCORPORATED | $47.53万 | 0.05% | 7,202 | 1,164 | 19.3% | $7.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORPORATION | $47.60万 | 0.05% | 1,387 | -14 | -1.0% | -$4,805 | 减仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $48.03万 | 0.05% | 6,707 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $48.33万 | 0.05% | 2,323 | -19 | -0.8% | -$3,953 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $49.45万 | 0.05% | 9,850 | 2,169 | 28.2% | $10.89万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $49.97万 | 0.05% | 3,695 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $50.61万 | 0.05% | 1,784 | 11 | 0.6% | $3,121 | 加仓 |
| DELL | DELL TECHNOLOGIES INCORPORATED CLASS C | $51.41万 | 0.05% | 3,132 | 204 | 7.0% | $3.35万 | 加仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $53.01万 | 0.05% | 6,118 | 30 | 0.5% | $2,600 | 加仓 |
| DTE | DTE ENERGY COMPANY | $57.71万 | 0.05% | 3,947 | -97 | -2.4% | -$1.42万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) | $58.34万 | 0.06% | 1,489 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $59.29万 | 0.06% | 4,829 | 37 | 0.8% | $4,543 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $59.46万 | 0.06% | 4,783 | -132 | -2.7% | -$1.64万 | 减仓 |
| ADI | ANALOG DEVICES INCORPORATED | $59.88万 | 0.06% | 1,882 | 11 | 0.6% | $3,500 | 加仓 |
| SLV | PUT: ISHARES SILVER TR JUN 90 EXP 06/18/26 100 SLV 看跌期权 | $60.75万 | 0.06% | 250 | 250 | — | $60.75万 | 新建仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $61.56万 | 0.06% | 6,983 | 1 | 0.0% | $88 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $62.04万 | 0.06% | 3,752 | 1,025 | 37.6% | $16.95万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $62.20万 | 0.06% | 1,008 | -113 | -10.1% | -$6.97万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $63.00万 | 0.06% | 6,875 | 996 | 16.9% | $9.13万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CLASS A | $63.16万 | 0.06% | 10,346 | 170 | 1.7% | $1.04万 | 加仓 |
| AMAT | APPLIED MATLS INCORPORATED | $63.31万 | 0.06% | 1,852 | 5 | 0.3% | $1,709 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $64.47万 | 0.06% | 8,001 | 3,790 | 90.0% | $30.54万 | 加仓 |
| URI | UNITED RENTALS INCORPORATED | $65.86万 | 0.06% | 904 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INCORPORATED CLASS A | $69.84万 | 0.07% | 5,187 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR CORE S&P TTL STK | $70.25万 | 0.07% | 4,932 | -7,520 | -60.4% | -$107.11万 | 减仓 |
| KO | COCA COLA COMPANY | $71.08万 | 0.07% | 9,347 | -173 | -1.8% | -$1.32万 | 减仓 |
| VRT | VERTIV HOLDINGS COMPANY COM CLASS A | $74.23万 | 0.07% | 2,962 | -4 | -0.1% | -$1,002 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $75.37万 | 0.07% | 3,109 | 4 | 0.1% | $970 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $75.40万 | 0.07% | 7,550 | 3,357 | 80.1% | $33.52万 | 加仓 |
| NEM | NEWMONT CORPORATION | $75.53万 | 0.07% | 6,977 | 40 | 0.6% | $4,330 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR AVANTIS ALL EQUITY MKTS ETF | $78.63万 | 0.07% | 8,933 | 193 | 2.2% | $1.70万 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $80.92万 | 0.08% | 5,603 | -384 | -6.4% | -$5.55万 | 减仓 |
| AVIV | AVANTIS INTL LARGE CAP VALUE ETF | $83.88万 | 0.08% | 11,210 | 6,066 | 117.9% | $45.39万 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $86.34万 | 0.08% | 11,703 | -574 | -4.7% | -$4.23万 | 减仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $91.38万 | 0.09% | 13,531 | -829 | -5.8% | -$5.60万 | 减仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $95.12万 | 0.09% | 9,565 | 793 | 9.0% | $7.89万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $96.69万 | 0.09% | 1,618 | -140 | -8.0% | -$8.37万 | 减仓 |
| MCD | MCDONALDS CORPORATION | $100.98万 | 0.10% | 3,249 | 17 | 0.5% | $5,284 | 加仓 |
| HTZ | HERTZ GLOBAL HLDGS INCORPORATED COM NEW | $101.51万 | 0.10% | 220,189 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $103.92万 | 0.10% | 2,415 | -67 | -2.7% | -$2.88万 | 减仓 |
| PLXS | PLEXUS CORPORATION | $104.79万 | 0.10% | 5,174 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $106.57万 | 0.10% | 2,224 | 214 | 10.6% | $10.25万 | 加仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $106.81万 | 0.10% | 12,328 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COMPANIES INCORPORATED | $106.83万 | 0.10% | 3,202 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORPORATION | $112.17万 | 0.11% | 17,875 | 613 | 3.6% | $3.85万 | 加仓 |
| CI | THE CIGNA GROUP | $118.75万 | 0.11% | 4,452 | -10 | -0.2% | -$2,667 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $123.18万 | 0.12% | 6,055 | 35 | 0.6% | $7,120 | 加仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $126.96万 | 0.12% | 6,419 | -37 | -0.6% | -$7,318 | 减仓 |
| GLW | CORNING INCORPORATED | $135.68万 | 0.13% | 9,979 | 68 | 0.7% | $9,246 | 加仓 |
| XTEN | BONDBLOXX ETF TR BLOOMBERG 10 YR TARGET | $138.88万 | 0.13% | 30,283 | 7,760 | 34.5% | $35.59万 | 加仓 |
| XSVN | BONDBLOXX ETF TR 7 YR TARGET DURATION | $139.80万 | 0.13% | 29,296 | 7,494 | 34.4% | $35.76万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $142.14万 | 0.14% | 10,695 | 12 | 0.1% | $1,595 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $142.54万 | 0.14% | 3,500 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG) | $151.34万 | 0.14% | 3,121 | -18 | -0.6% | -$8,728 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $152.13万 | 0.14% | 2,636 | 377 | 16.7% | $21.76万 | 加仓 |
| XPO | XPO INCORPORATED | $152.57万 | 0.14% | 7,842 | -46 | -0.6% | -$8,949 | 减仓 |
| ABNB | AIRBNB INCORPORATED COM CLASS A | $155.48万 | 0.15% | 12,312 | -52 | -0.4% | -$6,567 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $155.86万 | 0.15% | 25,698 | 130 | 0.5% | $7,884 | 加仓 |
| CVX | CHEVRON CORPORATION | $156.89万 | 0.15% | 7,583 | 1,812 | 31.4% | $37.49万 | 加仓 |
| TAXX | BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | $157.02万 | 0.15% | 31,060 | 13,278 | 74.7% | $67.13万 | 加仓 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $158.89万 | 0.15% | 22,089 | 504 | 2.3% | $3.63万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $172.47万 | 0.16% | 15,723 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INCORPORATED | $183.35万 | 0.17% | 8,730 | 209 | 2.5% | $4.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INCORPORATED | $184.77万 | 0.18% | 11,525 | 239 | 2.1% | $3.83万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P ETF | $187.40万 | 0.18% | 24,484 | 6,194 | 33.9% | $47.41万 | 加仓 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $189.08万 | 0.18% | 449 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $191.85万 | 0.18% | 5,381 | -97 | -1.8% | -$3.46万 | 减仓 |
| STLD | STEEL DYNAMICS INCORPORATED | $193.81万 | 0.18% | 10,767 | -311 | -2.8% | -$5.60万 | 减仓 |
| NRG | NRG ENERGY INCORPORATED COM NEW | $215.54万 | 0.20% | 14,749 | 33 | 0.2% | $4,823 | 加仓 |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | $220.93万 | 0.21% | 44,019 | 11,786 | 36.6% | $59.15万 | 加仓 |
| AIG | AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW | $225.72万 | 0.21% | 29,997 | 507 | 1.7% | $3.82万 | 加仓 |
| VST | VISTRA CORPORATION | $228.04万 | 0.22% | 15,169 | -35 | -0.2% | -$5,262 | 减仓 |
| HWM | HOWMET AEROSPACE INCORPORATED | $237.60万 | 0.23% | 10,310 | -322 | -3.0% | -$7.42万 | 减仓 |
| USFR | THE WISDOMTREE TRUST FLTG RATE TREASURY FUND | $248.20万 | 0.24% | 49,304 | -33,830 | -40.7% | -$170.30万 | 减仓 |
| EXPE | EXPEDIA GROUP INCORPORATED COM NEW | $248.65万 | 0.24% | 10,769 | -416 | -3.7% | -$9.61万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | $250.29万 | 0.24% | 5,605 | -132 | -2.3% | -$5.89万 | 减仓 |
| SBUX | STARBUCKS CORPORATION | $272.29万 | 0.26% | 30,393 | 483 | 1.6% | $4.33万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INCORPORATED CLASS A | $289.62万 | 0.28% | 14,362 | 137 | 1.0% | $2.76万 | 加仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $305.93万 | 0.29% | 9,544 | 1,281 | 15.5% | $41.06万 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $340.37万 | 0.32% | 13,939 | -21 | -0.2% | -$5,128 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $348.22万 | 0.33% | 16,011 | 153 | 1.0% | $3.33万 | 加仓 |
| GILD | GILEAD SCIENCES INCORPORATED | $375.47万 | 0.36% | 26,940 | 168 | 0.6% | $2.34万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUTIY MARKET ETF | $385.48万 | 0.37% | 54,361 | 35,303 | 185.2% | $250.34万 | 加仓 |
| VLO | VALERO ENERGY CORPORATION | $386.49万 | 0.37% | 15,642 | 84 | 0.5% | $2.08万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $396.14万 | 0.38% | 4,683 | -34 | -0.7% | -$2.88万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $399.04万 | 0.38% | 27,279 | -401 | -1.4% | -$5.87万 | 减仓 |
| CVNA | CARVANA COMPANY CLASS A | $416.58万 | 0.40% | 13,251 | -17 | -0.1% | -$5,344 | 减仓 |
| NFLX | NETFLIX INCORPORATED. | $435.23万 | 0.41% | 45,266 | -857 | -1.9% | -$8.24万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $440.88万 | 0.42% | 13,743 | -112 | -0.8% | -$3.59万 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $457.01万 | 0.43% | 15,109 | -83 | -0.5% | -$2.51万 | 减仓 |
| CAT | CATERPILLAR INCORPORATED | $466.92万 | 0.44% | 6,591 | -286 | -4.2% | -$20.26万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $484.08万 | 0.46% | 7,411 | -524 | -6.6% | -$34.23万 | 减仓 |
| RTX | RTX CORPORATION | $569.82万 | 0.54% | 29,539 | 83 | 0.3% | $1.60万 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $647.38万 | 0.62% | 22,568 | -743 | -3.2% | -$21.31万 | 减仓 |
| SPGI | S&P GLOBAL INCORPORATED | $662.38万 | 0.63% | 15,573 | 2,383 | 18.1% | $101.36万 | 加仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $683.48万 | 0.65% | 42,798 | 40 | 0.1% | $6,388 | 加仓 |