13F 机构持仓

Nemes Rush Group LLC

NOVI MI · SEC CIK 0001982273

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.8%
LRCX 4.4%
GOOGL 3.4%
NVDA 3.2%
JPM 3.1%
MSFT 2.9%
CSCO 2.6%
META 2.2%
QCOM 2.1%

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
RSG REPUBLIC SVCS INCORPORATED $1,9180.00%9 00.0% — 不变
SSD SIMPSON MFG INCORPORATED $1,9220.00%9 00.0% — 不变
NEOG NEOGEN CORPORATION $1,9240.00%214 00.0% — 不变
VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A $1,9300.00%54 -22-28.9% -$786 减仓
SRE SEMPRA $1,9470.00%21 -2,000-99.0% -$18.54万 减仓
RMD RESMED INCORPORATED $1,9490.00%10 00.0% — 不变
MKL MARKEL GROUP INCORPORATED $1,9530.00%1 00.0% — 不变
VPU VANGUARD UTILITIES ETF $1,9570.00%10 00.0% — 不变
CHWY CHEWY INCORPORATED CLASS A $1,9650.00%100 -4-3.8% -$79 减仓
GLDM WORLD GOLD TR SPDR GOLD MINISHARES TR NEW $1,9860.00%25 00.0% — 不变
OGN ORGANON & COMPANY COMMON STOCK $2,0040.00%148 00.0% — 不变
ISTB ISHARES TR CORE 1 5 YR USD $2,0270.00%42 42— $2,027 新建仓
ORI OLD REP INTERNATIONAL CORPORATION $2,0870.00%51 00.0% — 不变
IDXX IDEXX LABS INCORPORATED $2,1060.00%4 00.0% — 不变
BWA BORGWARNER INCORPORATED $2,1250.00%32 00.0% — 不变
CFR CULLEN FROST BANKERS INCORPORATED $2,1630.00%14 00.0% — 不变
PPL PPL CORPORATION $2,1810.00%60 -600-90.9% -$2.18万 减仓
VBR VANGUARD SMALL-CAP VALUE ETF $2,1870.00%9 00.0% — 不变
CLS CELESTICA INCORPORATED (CANADA) $2,1890.00%6 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CLASS A $2,2080.00%57 -17-23.0% -$659 减仓
KOPN KOPIN CORPORATION $2,2400.00%500 500— $2,240 新建仓
ON ON SEMICONDUCTOR CORPORATION $2,2690.00%24 00.0% — 不变
PUK PRUDENTIAL PLC ADR (UNITED KINGDOM) $2,2790.00%85 00.0% — 不变
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM $2,3070.00%13 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 (SWEDEN) $2,3190.00%208 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $2,3670.00%52 00.0% — 不变
DBEU XTRACKERS MSCI EUROPE HEDGED EQUITY ETF $2,3740.00%44 00.0% — 不变
XBI STATE STREET SPDR S&P BIOTECH ETF $2,3740.00%15 00.0% — 不变
R RYDER SYSTEMS INCORPORATED $2,3740.00%9 00.0% — 不变
TIP ISHARES TR TIPS BD ETF $2,4030.00%22 00.0% — 不变
CDE COEUR MINING INCORPORATED COM NEW $2,4340.00%149 100204.1% $1,634 加仓
— TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADS $2,4390.00%72 00.0% — 不变
EXPD EXPEDITORS INTERNATIONAL WASH INCORPORATED $2,4450.00%15 00.0% — 不变
HAS HASBRO INCORPORATED $2,4780.00%30 30— $2,478 新建仓
ED CONSOLIDATED EDISON INCORPORATED $2,5440.00%23 00.0% — 不变
IX ORIX CORPORATION SPONSORED ADR (JAPAN) $2,5490.00%67 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $2,5550.00%2 00.0% — 不变
VAW VANGUARD MATERIALS ETF $2,5650.00%11 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INCORPORATED $2,5810.00%83 00.0% — 不变
AMKR AMKOR TECHNOLOGY INCORPORATED $2,5870.00%30 00.0% — 不变
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF $2,5890.00%50 50— $2,589 新建仓
CRBG COREBRIDGE FINL INCORPORATED $2,6050.00%91 91— $2,605 新建仓
PENN PENN ENTERTAINMENT INCORPORATED $2,6060.00%122 00.0% — 不变
PFFD GLOBAL X U.S. PREFERRED ETF $2,6070.00%139 21.5% $38 加仓
O REALTY INCOME CORPORATION REIT $2,6640.00%43 00.0% — 不变
WMS ADVANCED DRAIN SYSTEMS INCORPORATED DEL $2,6970.00%17 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR (AUSTRALIA) $2,7050.00%140 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL COMPANY LIMITED SPONSORED ADS (JAPAN) $2,7090.00%169 00.0% — 不变
NWG NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) $2,7150.00%154 00.0% — 不变
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) $2,7380.00%22 -381-94.5% -$4.74万 减仓
SPB SPECTRUM BRANDS HOLDINGS INCORPORATED $2,7440.00%32 00.0% — 不变
KD KYNDRYL HLDGS INCORPORATED COMMON STOCK $2,7600.00%244 00.0% — 不变
ARGX ARGENX SE SPONSORED ADR (NETHERLANDS) $2,7830.00%3 00.0% — 不变
FAST FASTENAL COMPANY $2,7860.00%58 00.0% — 不变
RELX RELX PLC SPONSORED ADR (UNITED KINGDOM) $2,7870.00%88 00.0% — 不变
MSCI MSCI INCORPORATED $2,8000.00%5 00.0% — 不变
SJM SMUCKER J M COMPANY COM NEW $2,8130.00%25 25— $2,813 新建仓
MGM MGM RESORTS INTERNATIONAL $2,8210.00%59 00.0% — 不变
PKG PACKAGING CORPORATION AMER $2,8590.00%12 12— $2,859 新建仓
HBAN HUNTINGTON BANCSHARES INCORPORATED $2,8900.00%163 00.0% — 不变
CNQ CANADIAN NAT RES LIMITED MED TERM (CANADA) $2,9230.00%74 00.0% — 不变
FTAI FTAI AVIATION LIMITED SHS (CAYMAN ISLANDS) $2,9760.00%11 00.0% — 不变
SEIC SEI INVTS COMPANY $2,9820.00%34 00.0% — 不变
SBAC SBA COMMUNICATIONS CORPORATION CLASS A REIT $3,0000.00%17 00.0% — 不变
CRGY CRESCENT ENERGY COMPANY CLASS A COM $3,0360.00%309 309— $3,036 新建仓
TDOC TELADOC HEALTH INCORPORATED $3,0440.00%359 00.0% — 不变
CAH CARDINAL HEALTH INCORPORATED $3,0880.00%13 9225.0% $2,138 加仓
IYY ISHARES TR DOW JONES US ETF $3,0990.00%17 00.0% — 不变
ABEV AMBEV SA SPONSORED ADR (BRAZIL) $3,1400.00%1,000 00.0% — 不变
GMED GLOBUS MED INCORPORATED CLASS A $3,1600.00%40 00.0% — 不变
AZO AUTOZONE INCORPORATED $3,1960.00%1 00.0% — 不变
WMB WILLIAMS COMPANIES INCORPORATED $3,1970.00%43 00.0% — 不变
SN SHARKNINJA INCORPORATED COM SHS (CAYMAN ISLANDS) $3,1980.00%21 00.0% — 不变
ADM ARCHER DANIELS MIDLAND COMPANY $3,2090.00%42 00.0% — 不变
OSK OSHKOSH CORPORATION $3,2230.00%21 00.0% — 不变
E ENI SPA SPONSORED ADR (ITALY) $3,2800.00%70 00.0% — 不变
SONY SONY GROUP CORPORATION SPONSORED ADR (JAPAN) $3,3100.00%165 00.0% — 不变
PLAB PHOTRONICS INCORPORATED $3,3180.00%102 00.0% — 不变
SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT $3,3550.00%15 00.0% — 不变
XRAY DENTSPLY SIRONA INCORPORATED $3,3630.00%317 317— $3,363 新建仓
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR (IRELAND) $3,3670.00%52 00.0% — 不变
EFX EQUIFAX INCORPORATED $3,3860.00%21 00.0% — 不变
TER TERADYNE INC $3,3870.00%7 00.0% — 不变
NDAQ NASDAQ INCORPORATED $3,4680.00%44 00.0% — 不变
— QUADRATIC INTEREST RATE VOLATILITY INFLATION HEDGE ETF $3,4790.00%201 201— $3,479 新建仓
DRI DARDEN RESTAURANTS INCORPORATED $3,5020.00%17 11183.3% $2,266 加仓
WAT WATERS CORPORATION $3,5060.00%9 228.6% $779 加仓
SMFG SUMITOMO MITSUI FIN GRP INCORPORATED SPONSORED ADR $3,5610.00%151 00.0% — 不变
NUE NUCOR CORPORATION $3,5640.00%16 00.0% — 不变
FICO FAIR ISAAC CORPORATION $3,5840.00%3 00.0% — 不变
DBX DROPBOX INCORPORATED CLASS A $3,6540.00%133 -15-10.1% -$412 减仓
SPLV INVESCO S&P 500 LOW VOLATILITY ETF $3,6700.00%49 00.0% — 不变
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A $3,7060.00%10 00.0% — 不变
GRAB GRAB HOLDINGS LIMITED CLASS A ORD (CAYMAN ISLANDS) $3,7700.00%1,000 00.0% — 不变
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF $3,7970.00%92 11.1% $41 加仓
SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF $3,8060.00%116 00.0% — 不变
UAL UNITED AIRLINES HOLDINGS INC $3,8080.00%28 00.0% — 不变
HSY HERSHEY COMPANY $3,8600.00%22 22— $3,860 新建仓
MFG MIZUHO FINANCIAL GROUP INCORPORATED SPONSORED ADR $3,8610.00%403 00.0% — 不变
NGG NATIONAL GRID PLC SPONSORED ADR NE $3,8950.00%47 00.0% — 不变