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
NEOG NEOGEN CORPORATION $1,9880.00%214 00.0% — 不变
IX ORIX CORPORATION SPONSORED ADR (JAPAN) $2,0090.00%67 00.0% — 不变
ORI OLD REP INTERNATIONAL CORPORATION $2,0350.00%51 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS $2,0450.00%46 46— $2,045 新建仓
TER TERADYNE INCORPORATED $2,0750.00%7 00.0% — 不变
GIS GENERAL MILLS INCORPORATED $2,0840.00%56 00.0% — 不变
DEO DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) $2,0850.00%28 272,700.0% $2,011 加仓
DBEU XTRACKERS MSCI EUROPE HEDGED EQUITY ETF $2,1440.00%44 00.0% — 不变
EXPD EXPEDITORS INTERNATIONAL WASH INCORPORATED $2,1480.00%15 00.0% — 不变
PCG PG&E CORPORATION $2,1610.00%123 4150.0% $720 加仓
— TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADS $2,1690.00%72 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $2,1840.00%59 00.0% — 不变
WAT WATERS CORPORATION $2,1880.00%7 375.0% $938 加仓
ARGX ARGENX SE SPONSORED ADR (NETHERLANDS) $2,1910.00%3 00.0% — 不变
KT KT CORPORATION SPONSORED ADR (KOREA (SOUTH)) $2,2090.00%103 00.0% — 不变
SN SHARKNINJA INCORPORATED COM SHS (CAYMAN ISLANDS) $2,2240.00%21 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER L CLASS A $2,2310.00%30 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE COMPANY $2,2380.00%94 00.0% — 不变
RMD RESMED INCORPORATED $2,2450.00%10 00.0% — 不变
IDXX IDEXX LABS INCORPORATED $2,2480.00%4 00.0% — 不变
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM $2,2840.00%13 -2-13.3% -$351 减仓
NWG NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) $2,2950.00%154 -46-23.0% -$686 减仓
SIRI SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK $2,3080.00%100 00.0% — 不变
GLDM WORLD GOLD TR SPDR GOLD MINISHARES TR NEW $2,3170.00%25 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 (SWEDEN) $2,3440.00%208 00.0% — 不变
WMS ADVANCED DRAIN SYSTEMS INCORPORATED DEL $2,3530.00%17 00.0% — 不变
SPB SPECTRUM BRANDS HOLDINGS INCORPORATED $2,3580.00%32 00.0% — 不变
TIP ISHARES TR TIPS BD ETF $2,3840.00%22 -11-33.3% -$1,192 减仓
— OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 $2,4020.00%56 00.0% — 不变
PUK PRUDENTIAL PLC ADR (UNITED KINGDOM) $2,4170.00%85 00.0% — 不变
VAW VANGUARD MATERIALS ETF $2,5170.00%11 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $2,5220.00%2 00.0% — 不变
PFFD GLOBAL X U.S. PREFERRED ETF $2,5260.00%137 21.5% $37 加仓
HBAN HUNTINGTON BANCSHARES INCORPORATED $2,5510.00%163 00.0% — 不变
IP INTERNATIONAL PAPER COMPANY $2,5700.00%72 00.0% — 不变
UAL UNITED AIRLS HLDGS INCORPORATED $2,5780.00%28 1055.6% $921 加仓
EVGO EVGO INCORPORATED CLASS A COM $2,5800.00%1,500 1,500— $2,580 新建仓
ED CONSOLIDATED EDISON INCORPORATED $2,6030.00%23 00.0% — 不变
O REALTY INCOME CORPORATION REIT $2,6310.00%43 00.0% — 不变
SEIC SEI INVTS COMPANY $2,6680.00%34 00.0% — 不变
FAST FASTENAL COMPANY $2,6910.00%58 00.0% — 不变
IYY ISHARES TR DOW JONES US ETF $2,6940.00%17 00.0% — 不变
MSCI MSCI INCORPORATED $2,6950.00%5 00.0% — 不变
FTAI FTAI AVIATION LIMITED (CAYMAN ISLANDS) $2,6950.00%11 00.0% — 不变
NUE NUCOR CORPORATION $2,7060.00%16 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $2,7440.00%52 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INCORPORATED $2,7980.00%83 00.0% — 不变
SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT $2,7980.00%15 00.0% — 不变
CHWY CHEWY INCORPORATED CLASS A $2,8080.00%104 00.0% — 不变
VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A $2,8320.00%76 76— $2,832 新建仓
ILMN ILLUMINA INCORPORATED $2,8350.00%23 00.0% — 不变
RELX RELX PLC SPONSORED ADR (UNITED KINGDOM) $2,9170.00%88 -33-27.3% -$1,094 减仓
ABEV AMBEV SA SPONSORED ADR (BRAZIL) $2,9200.00%1,000 1,000— $2,920 新建仓
SBAC SBA COMMUNICATIONS CORPORATION CLASS A REIT $2,9260.00%17 00.0% — 不变
SMFG SUMITOMO MITSUI FIN GRP INCORPORATED SPONSORED ADR $2,9820.00%151 00.0% — 不变
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR (IRELAND) $3,0060.00%52 -1-1.9% -$58 减仓
ADM ARCHER DANIELS MIDLAND COMPANY $3,0530.00%42 00.0% — 不变
OSK OSHKOSH CORPORATION $3,0910.00%21 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL COMPANY LIMITED SPONSORED ADS (JAPAN) $3,1300.00%169 00.0% — 不变
WMB WILLIAMS COMPANIES INCORPORATED $3,1300.00%43 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INCORPORATED SPONSORED ADR $3,2000.00%403 00.0% — 不变
KD KYNDRYL HLDGS INCORPORATED COMMON STOCK $3,2010.00%244 00.0% — 不变
FICO FAIR ISAAC CORPORATION $3,2030.00%3 00.0% — 不变
MAR MARRIOTT INTERNATIONAL INCORPORATED $3,2710.00%10 00.0% — 不变
GWW WW GRAINGER INCORPORATED $3,2720.00%3 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR (AUSTRALIA) $3,3430.00%140 140— $3,343 新建仓
DBX DROPBOX INCORPORATED CLASS A $3,3630.00%148 00.0% — 不变
AZO AUTOZONE INCORPORATED $3,3780.00%1 00.0% — 不变
ONON ON HLDG AG NAMEN AKT A (SWITZERLAND) $3,4020.00%100 00.0% — 不变
SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF $3,4050.00%116 00.0% — 不变
SONY SONY GROUP CORPORATION SPONSORED ADR (JAPAN) $3,4160.00%165 -12-6.8% -$248 减仓
GMED GLOBUS MED INCORPORATED CLASS A $3,4460.00%40 1666.7% $1,378 加仓
VTRS VIATRIS INCORPORATED $3,5320.00%261 00.0% — 不变
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF $3,5450.00%91 91— $3,545 新建仓
SPLV INVESCO S&P 500 LOW VOLATILITY ETF $3,5840.00%49 00.0% — 不变
CNQ CANADIAN NAT RES LIMITED MED TERM (CANADA) $3,6060.00%74 -21-22.1% -$1,023 减仓
GRAB GRAB HOLDINGS LIMITED CLASS A ORD (CAYMAN ISLANDS) $3,6600.00%1,000 00.0% — 不变
NDAQ NASDAQ INCORPORATED $3,7350.00%44 -312-87.6% -$2.65万 减仓
SW SMURFIT WESTROCK PLC SHS (IRELAND) $3,7860.00%95 95— $3,786 新建仓
HIVE HIVE DIGITAL TECHNOLOGIES LIMITED COM NEW (CANADA) $3,8000.00%2,000 2,000— $3,800 新建仓
EFX EQUIFAX INCORPORATED $3,8280.00%21 -1-4.5% -$182 减仓
S SENTINELONE INCORPORATED CLASS A $3,8640.00%300 00.0% — 不变
NVO NOVO-NORDISK A S ADR (DENMARK) $3,8830.00%106 -112-51.4% -$4,103 减仓
ITA ISHARES TR US AER DEF ETF $3,9380.00%18 00.0% — 不变
E ENI SPA SPONSORED ADR (ITALY) $3,9630.00%70 59536.4% $3,340 加仓
NGG NATIONAL GRID PLC SPONSORED ADR NE $3,9760.00%47 -4-7.8% -$338 减仓
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) $3,9890.00%44 00.0% — 不变
LUV SOUTHWEST AIRLS COMPANY $4,0000.00%106 62140.9% $2,340 加仓
SWKS SKYWORKS SOLUTIONS INCORPORATED $4,0160.00%75 1831.6% $964 加仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $4,0840.00%812 00.0% — 不变
ELV ELEVANCE HEALTH INCORPORATED FORMERLY A $4,0990.00%14 10250.0% $2,928 加仓
PLAB PHOTRONICS INCORPORATED $4,1220.00%102 00.0% — 不变
HSBC HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDOM) $4,1250.00%50 00.0% — 不变
STIP ISHARES TR 0-5 YR TIPS ETF $4,1370.00%40 00.0% — 不变
NTRS NORTHERN TR CORPORATION $4,1870.00%30 00.0% — 不变
BHP BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) $4,2190.00%58 49544.4% $3,564 加仓
IONQ IONQ INCORPORATED $4,3250.00%150 00.0% — 不变
DKS DICKS SPORTING GOODS INCORPORATED $4,3620.00%22 00.0% — 不变
IWS ISHARES TR RUS MDCP VAL ETF $4,3720.00%30 00.0% — 不变
AMP AMERIPRISE FINL INCORPORATED $4,4440.00%10 00.0% — 不变