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
DLTR DOLLAR TREE INCORPORATED $7670.00%7 00.0% — 不变
ENTG ENTEGRIS INCORPORATED $8210.00%7 -1-12.5% -$117 减仓
RCL ROYAL CARIBBEAN GROUP (LIBERIA) $8260.00%3 3— $826 新建仓
HOPE HOPE BANCORP INCORPORATED $8270.00%74 00.0% — 不变
CAH CARDINAL HEALTH INCORPORATED $8450.00%4 00.0% — 不变
CRL CHARLES RIV LABS INTERNATIONAL INCORPORATED $8630.00%5 3150.0% $518 重新持有
MLI MUELLER INDUSTRIES INCORPORATED $8860.00%8 00.0% — 不变
OGN ORGANON & COMPANY COMMON STOCK $8870.00%148 00.0% — 不变
AS AMER SPORTS INCORPORATED COM SHS (CAYMAN ISLANDS) $8890.00%27 00.0% — 不变
BYD BOYD GAMING CORPORATION $9040.00%11 00.0% — 不变
TSCO TRACTOR SUPPLY COMPANY $9060.00%20 00.0% — 不变
GTX GARRETT MOTION INCORPORATED $9090.00%50 00.0% — 不变
WEX WEX INCORPORATED $9180.00%6 00.0% — 不变
CDE COEUR MINING INCORPORATED COM NEW $9200.00%49 49— $920 新建仓
MRP MILLROSE PPTYS INCORPORATED COM CLASS A REIT $9240.00%33 00.0% — 不变
LDOS LEIDOS HOLDINGS INCORPORATED $9330.00%6 00.0% — 不变
STM STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) $9330.00%27 00.0% — 不变
CRH CRH PLC ORD (IRELAND) $9460.00%9 -3-25.0% -$315 减仓
IEX IDEX CORPORATION $9480.00%5 00.0% — 不变
IT GARTNER INCORPORATED $9500.00%6 00.0% — 不变
DG DOLLAR GENERAL CORPORATION $9500.00%8 00.0% — 不变
RPRX ROYALTY PHARMA PLC SHS CLASS A (UNITED KINGDOM) $9590.00%20 00.0% — 不变
TXT TEXTRON INCORPORATED $9630.00%11 00.0% — 不变
BURL BURLINGTON STORES INCORPORATED $9760.00%3 00.0% — 不变
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF $9860.00%21 21— $986 新建仓
SBH SALLY BEAUTY HLDGS INCORPORATED $9970.00%72 00.0% — 不变
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND $1,0160.00%20 20— $1,016 新建仓
— ELECTRONIC ARTS INCORPORATED $1,0190.00%5 00.0% — 不变
RDN RADIAN GROUP INCORPORATED $1,0250.00%31 00.0% — 不变
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF $1,0280.00%21 00.0% — 不变
HE HAWAIIAN ELEC INDUSTRIES INCORPORATED MTN BE $1,0800.00%73 00.0% — 不变
UNM UNUM GROUP $1,0950.00%15 00.0% — 不变
ALK ALASKA AIR GROUP INCORPORATED $1,1030.00%30 1050.0% $368 加仓
PATH UIPATH INCORPORATED CLASS A $1,1100.00%100 100— $1,110 新建仓
PYPL PAYPAL HLDGS INCORPORATED $1,1310.00%25 -18-41.9% -$814 减仓
EEM ISHARES TR MSCI EMG MKT ETF $1,1360.00%20 00.0% — 不变
A AGILENT TECHNOLOGIES INCORPORATED $1,1400.00%10 00.0% — 不变
KEY KEYCORP $1,1430.00%57 00.0% — 不变
BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED $1,1450.00%32 00.0% — 不变
GNRC GENERAC HLDGS INCORPORATED $1,1720.00%6 00.0% — 不变
DRI DARDEN RESTAURANTS INCORPORATED $1,1760.00%6 00.0% — 不变
SGI SOMNIGROUP INTERNATIONAL INCORPORATED $1,1830.00%16 00.0% — 不变
ONC BEONE MEDICINES LIMITED SPONSORED ADS $1,1880.00%4 00.0% — 不变
SLF SUN LIFE FINANCIAL INCORPORATED. (CANADA) $1,1890.00%19 00.0% — 不变
CNO CNO FINL GROUP INCORPORATED $1,1910.00%29 00.0% — 不变
DECK DECKERS OUTDOOR CORPORATION $1,2010.00%12 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $1,2080.00%11 11— $1,208 新建仓
SHY ISHARES TR 1 3 YR TREAS BD $1,2390.00%15 00.0% — 不变
LPL LG DISPLAY COMPANY LIMITED SPONS ADR REP (KOREA (SOUTH)) $1,2420.00%320 320— $1,242 新建仓
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH (LUXEMBOURG) $1,2480.00%24 00.0% — 不变
TS TENARIS S A SPONSORED ADS (LUXEMBOURG) $1,2800.00%22 00.0% — 不变
TSN TYSON FOODS INCORPORATED CLASS A $1,2810.00%20 00.0% — 不变
XPEV XPENG INCORPORATED ADS (CAYMAN ISLANDS) $1,2830.00%75 75— $1,283 新建仓
— HOLOGIC INCORPORATED $1,2850.00%17 -1-5.6% -$76 减仓
VTR VENTAS INCORPORATED REIT $1,3080.00%16 00.0% — 不变
ALAB ASTERA LABS INCORPORATED $1,3150.00%12 00.0% — 不变
CM CANADIAN IMPERIAL BANK OF COMM (CANADA) $1,3270.00%14 00.0% — 不变
AMKR AMKOR TECHNOLOGY INCORPORATED $1,3510.00%30 30— $1,351 新建仓
DGX QUEST DIAGNOSTICS INCORPORATED $1,3720.00%7 00.0% — 不变
CSIQ CANADIAN SOLAR INCORPORATED (CANADA) $1,3850.00%100 00.0% — 不变
PCAR PACCAR INCORPORATED $1,3860.00%12 -5-29.4% -$578 减仓
LUMN LUMEN TECHNOLOGIES INCORPORATED $1,3900.00%200 200— $1,390 新建仓
FERG FERGUSON ENTERPRISES INCORPORATED COMMON STOCK NEW $1,4000.00%6 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GROUP $1,4010.00%151 00.0% — 不变
CBOE CBOE GLOBAL MKTS INCORPORATED $1,4050.00%5 00.0% — 不变
UGI UGI CORPORATION NEW $1,4200.00%39 00.0% — 不变
TROW PRICE T ROWE GROUP INCORPORATED $1,4420.00%16 16— $1,442 新建仓
MTB M & T BK CORPORATION $1,4470.00%7 00.0% — 不变
ON ON SEMICONDUCTOR CORPORATION $1,4860.00%24 00.0% — 不变
MGA MAGNA INTERNATIONAL INCORPORATED (CANADA) $1,5070.00%27 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE INCORPORATED $1,5630.00%8 00.0% — 不变
STNG SCORPIO TANKERS INCORPORATED SHS (MARSHALL ISLANDS) $1,5680.00%21 00.0% — 不变
SSD SIMPSON MFG INCORPORATED $1,5730.00%9 00.0% — 不变
PHIN PHINIA INCORPORATED COMMON STOCK $1,5740.00%23 00.0% — 不变
SNPS SYNOPSYS INCORPORATED $1,5860.00%4 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INCORPORATED $1,6540.00%5 00.0% — 不变
MTG MGIC INVT CORPORATION WIS $1,6800.00%64 00.0% — 不变
CLS CELESTICA INCORPORATED (CANADA) $1,6900.00%6 00.0% — 不变
MELI MERCADOLIBRE INCORPORATED $1,7290.00%1 00.0% — 不变
MMS MAXIMUS INCORPORATED $1,7310.00%27 00.0% — 不变
BWA BORGWARNER INCORPORATED $1,7360.00%32 00.0% — 不变
PDD PDD HOLDINGS INCORPORATED SPONSORED ADS $1,7370.00%17 00.0% — 不变
TRGP TARGA RES CORPORATION $1,7550.00%7 -3-30.0% -$752 减仓
DNN DENISON MINES CORPORATION (CANADA) $1,7650.00%500 00.0% — 不变
HLN HALEON PLC SPON ADS (UNITED KINGDOM) $1,7720.00%177 00.0% — 不变
OMC OMNICOM GROUP INCORPORATED $1,8070.00%24 00.0% — 不变
OKE ONEOK INCORPORATED NEW $1,8080.00%20 00.0% — 不变
CELH CELSIUS HLDGS INCORPORATED COM NEW $1,8090.00%51 -2-3.8% -$71 减仓
SOUN SOUNDHOUND AI INCORPORATED CLASS A COM $1,8140.00%264 00.0% — 不变
PENN PENN ENTERTAINMENT INCORPORATED $1,8340.00%122 00.0% — 不变
RGA REINSURANCE GROUP AMER INCORPORATED COM NEW $1,8370.00%9 00.0% — 不变
R RYDER SYSTEMS INCORPORATED $1,8420.00%9 00.0% — 不变
MKL MARKEL GROUP INCORPORATED $1,9140.00%1 00.0% — 不变
XBI STATE STREET SPDR S&P BIOTECH ETF $1,9160.00%15 00.0% — 不变
CFR CULLEN FROST BANKERS INCORPORATED $1,9190.00%14 -1-6.7% -$137 减仓
EQNR EQUINOR ASA SPONSORED ADR (NORWAY) $1,9410.00%46 -5-9.8% -$211 减仓
VBR VANGUARD SMALL-CAP VALUE ETF $1,9550.00%9 00.0% — 不变
TDOC TELADOC HEALTH INCORPORATED $1,9570.00%359 00.0% — 不变
RSG REPUBLIC SVCS INCORPORATED $1,9710.00%9 00.0% — 不变
VPU VANGUARD UTILITIES ETF $1,9810.00%10 10— $1,981 新建仓