Nemes Rush Group LLC
NOVI MI · SEC CIK 0001982273
$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
26Q126Q2
前十大持仓 占组合比例
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 | $1,988 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORPORATION SPONSORED ADR (JAPAN) | $2,009 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTERNATIONAL CORPORATION | $2,035 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS | $2,045 | 0.00% | 46 | 46 | — | $2,045 | 新建仓 |
| TER | TERADYNE INCORPORATED | $2,075 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INCORPORATED | $2,084 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) | $2,085 | 0.00% | 28 | 27 | 2,700.0% | $2,011 | 加仓 |
| DBEU | XTRACKERS MSCI EUROPE HEDGED EQUITY ETF | $2,144 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTERNATIONAL WASH INCORPORATED | $2,148 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORPORATION | $2,161 | 0.00% | 123 | 41 | 50.0% | $720 | 加仓 |
| — | TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADS | $2,169 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $2,184 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORPORATION | $2,188 | 0.00% | 7 | 3 | 75.0% | $938 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR (NETHERLANDS) | $2,191 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KT | KT CORPORATION SPONSORED ADR (KOREA (SOUTH)) | $2,209 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INCORPORATED COM SHS (CAYMAN ISLANDS) | $2,224 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER L CLASS A | $2,231 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $2,238 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INCORPORATED | $2,245 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INCORPORATED | $2,248 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYSTEMS INCORPORATED CLASS A COM | $2,284 | 0.00% | 13 | -2 | -13.3% | -$351 | 减仓 |
| NWG | NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) | $2,295 | 0.00% | 154 | -46 | -23.0% | -$686 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK | $2,308 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | $2,317 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 (SWEDEN) | $2,344 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYSTEMS INCORPORATED DEL | $2,353 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INCORPORATED | $2,358 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR TIPS BD ETF | $2,384 | 0.00% | 22 | -11 | -33.3% | -$1,192 | 减仓 |
| — | OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 | $2,402 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC ADR (UNITED KINGDOM) | $2,417 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $2,517 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,522 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $2,526 | 0.00% | 137 | 2 | 1.5% | $37 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | $2,551 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER COMPANY | $2,570 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INCORPORATED | $2,578 | 0.00% | 28 | 10 | 55.6% | $921 | 加仓 |
| EVGO | EVGO INCORPORATED CLASS A COM | $2,580 | 0.00% | 1,500 | 1,500 | — | $2,580 | 新建仓 |
| ED | CONSOLIDATED EDISON INCORPORATED | $2,603 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORPORATION REIT | $2,631 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS COMPANY | $2,668 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL COMPANY | $2,691 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR DOW JONES US ETF | $2,694 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INCORPORATED | $2,695 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LIMITED (CAYMAN ISLANDS) | $2,695 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORPORATION | $2,706 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2,744 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INCORPORATED | $2,798 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | $2,798 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INCORPORATED CLASS A | $2,808 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INCORPORATED COM CLASS A | $2,832 | 0.00% | 76 | 76 | — | $2,832 | 新建仓 |
| ILMN | ILLUMINA INCORPORATED | $2,835 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR (UNITED KINGDOM) | $2,917 | 0.00% | 88 | -33 | -27.3% | -$1,094 | 减仓 |
| ABEV | AMBEV SA SPONSORED ADR (BRAZIL) | $2,920 | 0.00% | 1,000 | 1,000 | — | $2,920 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORPORATION CLASS A REIT | $2,926 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INCORPORATED SPONSORED ADR | $2,982 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR (IRELAND) | $3,006 | 0.00% | 52 | -1 | -1.9% | -$58 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND COMPANY | $3,053 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORPORATION | $3,091 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL COMPANY LIMITED SPONSORED ADS (JAPAN) | $3,130 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $3,130 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INCORPORATED SPONSORED ADR | $3,200 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INCORPORATED COMMON STOCK | $3,201 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORPORATION | $3,203 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED | $3,271 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INCORPORATED | $3,272 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR (AUSTRALIA) | $3,343 | 0.00% | 140 | 140 | — | $3,343 | 新建仓 |
| DBX | DROPBOX INCORPORATED CLASS A | $3,363 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INCORPORATED | $3,378 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG NAMEN AKT A (SWITZERLAND) | $3,402 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMIG | BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF | $3,405 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORPORATION SPONSORED ADR (JAPAN) | $3,416 | 0.00% | 165 | -12 | -6.8% | -$248 | 减仓 |
| GMED | GLOBUS MED INCORPORATED CLASS A | $3,446 | 0.00% | 40 | 16 | 66.7% | $1,378 | 加仓 |
| VTRS | VIATRIS INCORPORATED | $3,532 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $3,545 | 0.00% | 91 | 91 | — | $3,545 | 新建仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $3,584 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LIMITED MED TERM (CANADA) | $3,606 | 0.00% | 74 | -21 | -22.1% | -$1,023 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD (CAYMAN ISLANDS) | $3,660 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INCORPORATED | $3,735 | 0.00% | 44 | -312 | -87.6% | -$2.65万 | 减仓 |
| SW | SMURFIT WESTROCK PLC SHS (IRELAND) | $3,786 | 0.00% | 95 | 95 | — | $3,786 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LIMITED COM NEW (CANADA) | $3,800 | 0.00% | 2,000 | 2,000 | — | $3,800 | 新建仓 |
| EFX | EQUIFAX INCORPORATED | $3,828 | 0.00% | 21 | -1 | -4.5% | -$182 | 减仓 |
| S | SENTINELONE INCORPORATED CLASS A | $3,864 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR (DENMARK) | $3,883 | 0.00% | 106 | -112 | -51.4% | -$4,103 | 减仓 |
| ITA | ISHARES TR US AER DEF ETF | $3,938 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR (ITALY) | $3,963 | 0.00% | 70 | 59 | 536.4% | $3,340 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $3,976 | 0.00% | 47 | -4 | -7.8% | -$338 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) | $3,989 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS COMPANY | $4,000 | 0.00% | 106 | 62 | 140.9% | $2,340 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INCORPORATED | $4,016 | 0.00% | 75 | 18 | 31.6% | $964 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $4,084 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INCORPORATED FORMERLY A | $4,099 | 0.00% | 14 | 10 | 250.0% | $2,928 | 加仓 |
| PLAB | PHOTRONICS INCORPORATED | $4,122 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDOM) | $4,125 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR 0-5 YR TIPS ETF | $4,137 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORPORATION | $4,187 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) | $4,219 | 0.00% | 58 | 49 | 544.4% | $3,564 | 加仓 |
| IONQ | IONQ INCORPORATED | $4,325 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INCORPORATED | $4,362 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $4,372 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INCORPORATED | $4,444 | 0.00% | 10 | 0 | 0.0% | — | 不变 |