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 |
|---|---|---|---|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $728.25万 | 0.69% | 46,303 | 4,767 | 11.5% | $74.98万 | 加仓 |
| ORCL | ORACLE CORPORATION | $799.70万 | 0.76% | 54,361 | 14,305 | 35.7% | $210.44万 | 加仓 |
| ECL | ECOLAB INCORPORATED | $809.93万 | 0.77% | 30,446 | 453 | 1.5% | $12.05万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $827.42万 | 0.79% | 12,723 | -5,510 | -30.2% | -$358.33万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $887.98万 | 0.84% | 45,107 | -452 | -1.0% | -$8.90万 | 减仓 |
| CRM | SALESFORCE INCORPORATED | $929.96万 | 0.88% | 49,818 | 9,516 | 23.6% | $177.64万 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $951.59万 | 0.90% | 31,485 | 1,925 | 6.5% | $58.18万 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $976.97万 | 0.93% | 67,475 | -1,191 | -1.7% | -$17.24万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $994.41万 | 0.94% | 28,811 | -2,755 | -8.7% | -$95.09万 | 减仓 |
| ALL | ALLSTATE CORPORATION | $1,010.35万 | 0.96% | 48,729 | 1,520 | 3.2% | $31.52万 | 加仓 |
| F | FORD MTR COMPANY | $1,033.94万 | 0.98% | 895,963 | -1,034 | -0.1% | -$1.19万 | 减仓 |
| VICI | VICI PPTYS INCORPORATED REIT | $1,065.02万 | 1.01% | 389,833 | 78,447 | 25.2% | $214.32万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $1,077.95万 | 1.02% | 25,866 | 254 | 1.0% | $10.59万 | 加仓 |
| UNP | UNION PAC CORPORATION | $1,082.68万 | 1.03% | 44,625 | 1,452 | 3.4% | $35.23万 | 加仓 |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | $1,114.95万 | 1.06% | 218,876 | 22,720 | 11.6% | $115.74万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $1,196.46万 | 1.14% | 42,846 | 1,953 | 4.8% | $54.54万 | 加仓 |
| XONE | BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY | $1,230.88万 | 1.17% | 248,562 | 49,508 | 24.9% | $245.16万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $1,250.17万 | 1.19% | 32,022 | 2,217 | 7.4% | $86.55万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $1,283.98万 | 1.22% | 75,680 | -3,466 | -4.4% | -$58.80万 | 减仓 |
| TSLA | TESLA INCORPORATED | $1,384.21万 | 1.32% | 37,235 | 1,396 | 3.9% | $51.90万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $1,397.74万 | 1.33% | 15,197 | -164 | -1.1% | -$15.08万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $1,418.33万 | 1.35% | 108,311 | -7,601 | -6.6% | -$99.54万 | 减仓 |
| — | BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY | $1,465.40万 | 1.39% | 297,279 | 60,561 | 25.6% | $298.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,465.94万 | 1.39% | 14,711 | 2,322 | 18.7% | $231.38万 | 加仓 |
| VNOM | VIPER ENERGY INCORPORATED CLASS A | $1,483.39万 | 1.41% | 315,683 | 10,847 | 3.6% | $50.97万 | 加仓 |
| XTRE | BONDBLOXX ETF TR 3 YR TARGET DURATION | $1,486.12万 | 1.41% | 300,166 | 61,007 | 25.5% | $302.05万 | 加仓 |
| DHI | D R HORTON INCORPORATED | $1,669.09万 | 1.59% | 121,636 | 483 | 0.4% | $6.63万 | 加仓 |
| QCOM | QUALCOMM INCORPORATED | $1,718.57万 | 1.63% | 133,450 | 13,488 | 11.2% | $173.70万 | 加仓 |
| XFIV | BONDBLOXX ETF TR 5 YR TARGET DURATION | $1,730.77万 | 1.64% | 352,068 | 69,740 | 24.7% | $342.84万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $1,742.85万 | 1.66% | 83,682 | 2,258 | 2.8% | $47.03万 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $1,782.80万 | 1.69% | 49,845 | -643 | -1.3% | -$23.00万 | 减仓 |
| CB | CHUBB LIMITED SWITZ (SWITZERLAND) | $1,972.14万 | 1.87% | 60,508 | 1,922 | 3.3% | $62.64万 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $2,028.36万 | 1.93% | 261,421 | -2,198 | -0.8% | -$17.05万 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $2,033.28万 | 1.93% | 61,823 | 4,591 | 8.0% | $150.99万 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $2,056.53万 | 1.95% | 170,964 | -11,111 | -6.1% | -$133.65万 | 减仓 |
| CME | CME GROUP INCORPORATED | $2,082.92万 | 1.98% | 70,524 | 3,263 | 4.9% | $96.37万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,181.00万 | 2.07% | 89,225 | -7,231 | -7.5% | -$176.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $2,194.63万 | 2.09% | 50,571 | 2,249 | 4.7% | $97.60万 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $2,535.07万 | 2.41% | 44,309 | 3,455 | 8.5% | $197.67万 | 加仓 |
| WMT | WALMART INCORPORATED | $2,622.00万 | 2.49% | 210,975 | -7,397 | -3.4% | -$91.93万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $2,639.92万 | 2.51% | 123,557 | -28,605 | -18.8% | -$611.17万 | 减仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $3,276.04万 | 3.11% | 113,925 | -15,825 | -12.2% | -$455.06万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $3,283.16万 | 3.12% | 111,611 | 1,512 | 1.4% | $44.48万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $3,334.84万 | 3.17% | 90,089 | 8,382 | 10.3% | $310.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,356.30万 | 3.19% | 192,448 | -6,899 | -3.5% | -$120.32万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $4,781.13万 | 4.54% | 154,474 | -7,662 | -4.7% | -$237.15万 | 减仓 |
| AAPL | APPLE INCORPORATED | $5,128.02万 | 4.87% | 202,058 | -325 | -0.2% | -$8.25万 | 减仓 |