13F 机构持仓

Nemes Rush Group LLC

NOVI MI · SEC CIK 0001982273

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.9%
AVGO 4.5%
NVDA 3.2%
MSFT 3.2%
JPM 3.1%
GOOGL 3.1%
LRCX 2.5%
WMT 2.5%
META 2.4%
MSI 2.1%

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
AZTA AZENTA INCORPORATED $00.00%0 -1-100.0% -$33 清仓
JD CALL: JD.COM INC SPON ADR JAN 40 EXP 01/16/26 100 JD 看涨期权 $00.00%0 -300-100.0% — 清仓
CRNC CALL: CERENCE INCORPORATED JAN 15 EXP 01/16/26 100 CRNC 看涨期权 $00.00%0 -300-100.0% — 清仓
— HEALTHY CHOICE WELLNESS CORPORATION CLASS A $00.00%1 00.0% — 不变
— AKEBIA THREAPEUTICS INCORPORATED $30.00%2 2— $3 新建仓
UA UNDER ARMOUR INCORPORATED CLASS C $60.00%1 00.0% — 不变
UAA UNDER ARMOUR INCORPORATED CLASS A $60.00%1 00.0% — 不变
AMC AMC ENTERTAINMENT HLDGS INCORPORATED CLASS A NEW $90.00%9 00.0% — 不变
— GENPREX INCORPORATED COM NEW $90.00%5 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC WARRANT EXP 112026 A $200.00%83 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC WARRANT EXP 112026 Z $200.00%83 00.0% — 不变
BNT BROOKFIELD WEALTH SOL LIMITED CLASS A EXCHANGEAB (BERMUDA) $410.00%1 1— $41 新建仓
— OPENDOOR TECHNOLOGIES INC WARRANT EXP 112026 K $500.00%83 00.0% — 不变
NMM NAVIOS MARITIME PARTNERS LP COM UNIT LPI $670.00%1 00.0% — 不变
— GRAYSCALE ETHEREUM STAKING TRUST ETF $680.00%4 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD SH BEN INT $1000.00%18 -602-97.1% -$3,344 减仓
WRBY WARBY PARKER INCORPORATED CLASS A COM $1050.00%5 00.0% — 不变
TFII TRANSFORCE INCORPORATED (CANADA) $1090.00%1 00.0% — 不变
IDU ISHARES TR U.S. UTILITS ETF $1160.00%1 1— $116 新建仓
LYFT LYFT INCORPORATED CLASS A COM $1200.00%9 00.0% — 不变
EDIT EDITAS MEDICINE INCORPORATED $1240.00%50 00.0% — 不变
DINO HF SINCLAIR CORPORATION $1250.00%2 00.0% — 不变
GME GAMESTOP CORPORATION CLASS A $1380.00%6 00.0% — 不变
CAR AVIS BUDGET GROUP INCORPORATED $1460.00%1 00.0% — 不变
BIIB BIOGEN INCORPORATED $1830.00%1 00.0% — 不变
INCY INCYTE CORPORATION $1880.00%2 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) $1890.00%1 -1-50.0% -$189 减仓
Z ZILLOW GROUP INCORPORATED CLASS C CAP STK $2070.00%5 -4-44.4% -$166 减仓
GTLB GITLAB INCORPORATED CLASS A COM $2160.00%10 00.0% — 不变
SNN SMITH & NEPHEW PLC SPDN ADR NEW (UNITED KINGDOM) $2220.00%7 00.0% — 不变
PLUG PLUG PWR INCORPORATED COM NEW $2260.00%100 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INCORPORATED $2390.00%10 00.0% — 不变
HMC HONDA MOTOR COMPANY LIMITED ADR ECH CNV IN 3 (JAPAN) $2430.00%10 -2-16.7% -$49 减仓
CROX CROCS INCORPORATED $2490.00%3 00.0% — 不变
ANGX ANGEL STUDIOS INCORPORATED CLASS A COM $2590.00%85 85— $259 新建仓
IVZ INVESCO LIMITED SHS (BERMUDA) $2670.00%11 00.0% — 不变
VOD VODAFONE GROUP PLC SPONSORED ADR $2700.00%18 00.0% — 不变
AYI ACUITY INCORPORATED $2800.00%1 00.0% — 不变
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF $2960.00%4 4— $296 新建仓
BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW $3000.00%10 00.0% — 不变
DVA DAVITA INCORPORATED $3070.00%2 00.0% — 不变
LZB LA Z BOY INCORPORATED $3210.00%10 00.0% — 不变
INSM INSMED INCORPORATED COM PAR $.01 $3270.00%2 -2-50.0% -$327 减仓
INGR INGREDION INCORPORATED $3380.00%3 00.0% — 不变
IBB ISHARES TR ISHARES BIOTECH $3390.00%2 -16-88.9% -$2,712 减仓
PNR PENTAIR PLC SHS (IRELAND) $3480.00%4 00.0% — 不变
SAIA SAIA INCORPORATED $3510.00%1 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INCORPORATED CLASS B $3580.00%2 00.0% — 不变
XYL XYLEM INCORPORATED $3590.00%3 00.0% — 不变
NXST NEXSTAR MEDIA GROUP INCORPORATED COMMON STOCK $3620.00%2 00.0% — 不变
ANF ABERCROMBIE & FITCH COMPANY CLASS A $3650.00%4 00.0% — 不变
WSM WILLIAMS SONOMA INCORPORATED $3650.00%2 00.0% — 不变
B BARRICK MINING CORPORATION COM SHS (CANADA) $3670.00%9 00.0% — 不变
IWV ISHARES TR RUSSELL 3000 ETF $3710.00%1 00.0% — 不变
MICC MAGNUM ICE CREAM COMPANY NV ORD SHS (NETHERLANDS) $3890.00%26 00.0% — 不变
BJ BJS WHOLESALE CLUB HLDGS INCORPORATED $3940.00%4 -2-33.3% -$197 减仓
WRB BERKLEY W R CORPORATION $3980.00%6 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS INCORPORATED CLASS A $4030.00%7 00.0% — 不变
HEI/A HEICO CORPORATION NEW CLASS A $4220.00%2 00.0% — 不变
AME AMETEK INCORPORATED $4290.00%2 00.0% — 不变
UBS UBS GROUP AG SHS (SWITZERLAND) $4300.00%11 -9-45.0% -$352 减仓
RVT ROYCE SMALL CAP TRUST INCORPORATED $4320.00%26 26— $432 新建仓
VLTO VERALTO CORPORATION COM SHS $4420.00%5 00.0% — 不变
NTR NUTRIEN LIMITED (CANADA) $4530.00%6 00.0% — 不变
QS QUANTUMSCAPE CORPORATION COM CLASS A $4720.00%74 00.0% — 不变
KHC KRAFT HEINZ COMPANY $4720.00%21 11110.0% $247 加仓
BHF BRIGHTHOUSE FINL INCORPORATED $4790.00%8 00.0% — 不变
ASIX ADVANSIX INCORPORATED $4880.00%20 00.0% — 不变
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF $4890.00%12 12— $489 新建仓
IMO IMPERIAL OIL LIMITED COM NEW (CANADA) $5230.00%4 00.0% — 不变
FOXA FOX CORPORATION CLASS A COM $5260.00%9 00.0% — 不变
FAF FIRST AMERN FINL CORPORATION $5430.00%9 00.0% — 不变
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION $5450.00%3 00.0% — 不变
LMB LIMBACH HLDGS INCORPORATED $5460.00%7 00.0% — 不变
— HIGH TIDE INCORPORATED COM NEW (CANADA) $5500.00%240 00.0% — 不变
LCID LUCID GROUP INCORPORATED COM NEW $5720.00%60 00.0% — 不变
EVRG EVERGY INCORPORATED $5730.00%7 00.0% — 不变
— BIOLINE RX LIMITED SPONSORED ADR (ISRAEL) $5750.00%250 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWARE $5930.00%3 00.0% — 不变
G GENPACT LIMITED SHS (BERMUDA) $5960.00%16 00.0% — 不变
— NET LEASE OFFICE PROPERTIES REIT $6120.00%53 2589.3% $289 加仓
LNC LINCOLN NATL CORPORATION IND $6390.00%18 00.0% — 不变
HTFL HEARTFLOW INCORPORATED $6570.00%27 00.0% — 不变
FND FLOOR & DECOR HLDGS INCORPORATED CLASS A $6600.00%13 00.0% — 不变
GDDY GODADDY INCORPORATED CLASS A $6610.00%8 00.0% — 不变
TXRH TEXAS ROADHOUSE INCORPORATED $6610.00%4 -1-20.0% -$165 减仓
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF $6640.00%20 20— $664 新建仓
SF STIFEL FINL CORPORATION $6650.00%9 -3-25.0% -$222 减仓
BAX BAXTER INTERNATIONAL INCORPORATED $6670.00%40 00.0% — 不变
CTAS CINTAS CORPORATION $6770.00%4 -127-96.9% -$2.15万 减仓
TOL TOLL BROTHERS INCORPORATED $6820.00%5 00.0% — 不变
FIVE FIVE BELOW INCORPORATED $6850.00%3 00.0% — 不变
TAP MOLSON COORS BEVERAGE COMPANY CLASS B $6890.00%16 14700.0% $603 加仓
OHI OMEGA HEALTHCARE INVS INCORPORATED REIT $7010.00%16 00.0% — 不变
— AVANOS MED INCORPORATED $7150.00%51 00.0% — 不变
SNA SNAP ON INCORPORATED $7260.00%2 00.0% — 不变
SBRA SABRA HEALTH CARE REIT INCORPORATED REIT $7310.00%38 00.0% — 不变
HDB HDFC BANK LIMITED SPONSORED ADS (INDIA) $7460.00%30 -29-49.2% -$721 减仓
IWN ISHARES TR RUS 2000 VAL ETF $7580.00%4 00.0% — 不变
VRSK VERISK ANALYTICS INCORPORATED $7590.00%4 -90-95.7% -$1.71万 减仓