Nemes Rush Group LLC
NOVI MI · SEC CIK 0001982273
$12.11亿2026Q2 申报市值
954持仓数
33.5%前十大占比 · 第一大 4.9%
47 / 41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
XFIV 加仓+$297.31万
XTRE 加仓+$212.62万
BONDBLOXX BLOOMB 加仓+$192.67万
XONE 加仓+$161.39万
META 加仓+$111.25万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$193.75万
TSLA 减仓-$55.44万
RJF 减仓-$32.63万
NYF 清仓-$31.51万
CVX 减仓-$29.29万
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 |
|---|---|---|---|---|---|---|---|---|
| FAF | FIRST AMERN FINL CORPORATION | $617 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INCORPORATED | $618 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE COMPANY CLASS B | $623 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORPORATION | $628 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY COMPANY | $632 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORPORATION IND | $636 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INCORPORATED CLASS A | $679 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORPORATION | $680 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS (UNITED KINGDOM) | $728 | 0.00% | 78 | -99 | -55.9% | -$924 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INCORPORATED REIT | $741 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $750 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES REIT | $755 | 0.00% | 68 | 15 | 28.3% | $167 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $759 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INCORPORATED REIT | $763 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INCORPORATED | $773 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INCORPORATED | $778 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | BIOLINE RX LIMITED SPONSORED ADR (ISRAEL) | $780 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INCORPORATED | $792 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INCORPORATED | $805 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INCORPORATED | $824 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WEX | WEX INCORPORATED | $847 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR RUS 2000 VAL ETF | $885 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INCORPORATED COM SHS (CAYMAN ISLANDS) | $914 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INCORPORATED | $917 | 0.00% | 10 | -1 | -9.1% | -$92 | 减仓 |
| BAX | BAXTER INTERNATIONAL INCORPORATED | $933 | 0.00% | 44 | 4 | 10.0% | $85 | 加仓 |
| BURL | BURLINGTON STORES INCORPORATED | $950 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP (LIBERIA) | $953 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $963 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORPORATION | $972 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $983 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDUSTRIES INCORPORATED | $983 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDUSTRIES INCORPORATED MTN BE | $985 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INCORPORATED COM CLASS A REIT | $992 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INCORPORATED ADS (CAYMAN ISLANDS) | $993 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $1,003 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INCORPORATED | $1,012 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SBH | SALLY BEAUTY HLDGS INCORPORATED | $1,018 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INCORPORATED | $1,025 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INCORPORATED | $1,042 | 0.00% | 11 | 8 | 266.7% | $758 | 加仓 |
| PYPL | PAYPAL HLDGS INCORPORATED | $1,080 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED | $1,093 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1,108 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A (UNITED KINGDOM) | $1,121 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTERNATIONAL INCORPORATED | $1,134 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORPORATION | $1,135 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LIMITED SPONSORED ADS | $1,140 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INCORPORATED CLASS A | $1,145 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP | $1,169 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORPORATION | $1,191 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INCORPORATED | $1,201 | 0.00% | 10 | -2 | -16.7% | -$240 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INCORPORATED | $1,213 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INCORPORATED | $1,213 | 0.00% | 125 | 125 | — | $1,213 | 新建仓 |
| TS | TENARIS S A SPONSORED ADS (LUXEMBOURG) | $1,221 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR 1 3 YR TREAS BD | $1,232 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY COMPANY LIMITED SPONS ADR REP (KOREA (SOUTH)) | $1,245 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INCORPORATED | $1,254 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS | $1,256 | 0.00% | 28 | -18 | -39.1% | -$807 | 减仓 |
| ENTG | ENTEGRIS INCORPORATED | $1,259 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INCORPORATED | $1,269 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INCORPORATED SPONSORED ADS | $1,297 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $1,314 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INCORPORATED | $1,328 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $1,341 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $1,368 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INCORPORATED REIT | $1,421 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INCORPORATED COMMON STOCK NEW | $1,424 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA SPONSORED ADR (NORWAY) | $1,444 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH (LUXEMBOURG) | $1,445 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INCORPORATED SHS (MARSHALL ISLANDS) | $1,454 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INCORPORATED | $1,478 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $1,484 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INCORPORATED. (CANADA) | $1,490 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) | $1,491 | 0.00% | 35 | -276 | -88.7% | -$1.18万 | 减仓 |
| — | OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 | $1,491 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INCORPORATED COM NEW | $1,493 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INCORPORATED | $1,505 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORPORATION (CANADA) | $1,530 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INCORPORATED | $1,536 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INCORPORATED CLASS A COM | $1,553 | 0.00% | 240 | -24 | -9.1% | -$155 | 减仓 |
| ALK | ALASKA AIR GROUP INCORPORATED | $1,566 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INCORPORATED (CANADA) | $1,602 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF COMM (CANADA) | $1,610 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | MIND TECHNOLOGY INCORPORATED COM NEW | $1,652 | 0.00% | 350 | 350 | — | $1,652 | 新建仓 |
| GPC | GENUINE PARTS COMPANY | $1,652 | 0.00% | 14 | 14 | — | $1,652 | 新建仓 |
| MTB | M & T BK CORPORATION | $1,666 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INCORPORATED | $1,733 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INCORPORATED NEW | $1,739 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INCORPORATED | $1,748 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VELO | VELO3D INCORPORATED COM NEW | $1,755 | 0.00% | 100 | 100 | — | $1,755 | 新建仓 |
| GNRC | GENERAC HLDGS INCORPORATED | $1,757 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTERNATIONAL INCORPORATED (CANADA) | $1,773 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| KT | KT CORPORATION SPONSORED ADR (KOREA (SOUTH)) | $1,780 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORPORATION | $1,800 | 0.00% | 107 | -16 | -13.0% | -$269 | 减仓 |
| MTG | MGIC INVT CORPORATION WIS | $1,805 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INCORPORATED | $1,812 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INCORPORATED | $1,819 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORPORATION | $1,877 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INCORPORATED COMMON STOCK | $1,895 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | GEOSPACE TECHNOLOGIES CORPORATION | $1,896 | 0.00% | 280 | 280 | — | $1,896 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INCORPORATED COM NEW | $1,914 | 0.00% | 9 | 0 | 0.0% | — | 不变 |