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 |
|---|---|---|---|---|---|---|---|---|
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $3,914 | 0.00% | 50 | -650 | -92.9% | -$5.09万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC | $3,961 | 0.00% | 50 | 50 | — | $3,961 | 新建仓 |
| COR | CENCORA INCORPORATED | $3,962 | 0.00% | 14 | -1 | -6.7% | -$283 | 减仓 |
| VTRS | VIATRIS INCORPORATED | $4,005 | 0.00% | 252 | -9 | -3.4% | -$143 | 减仓 |
| B | BARRICK MINING CORPORATION COM SHS (CANADA) | $4,019 | 0.00% | 109 | 100 | 1,111.1% | $3,687 | 加仓 |
| ILMN | ILLUMINA INCORPORATED | $4,044 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $4,060 | 0.00% | 90 | -4 | -4.3% | -$180 | 减仓 |
| STIP | ISHARES TR 0-5 YR TIPS ETF | $4,086 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INCORPORATED | $4,151 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR US AER DEF ETF | $4,364 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS (IRELAND) | $4,395 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) | $4,403 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INCORPORATED CLASS A | $4,426 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INCORPORATED | $4,461 | 0.00% | 10 | 6 | 150.0% | $2,677 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $4,512 | 0.00% | 9 | -5 | -35.7% | -$2,507 | 减仓 |
| KVUE | KENVUE INCORPORATED | $4,529 | 0.00% | 237 | 216 | 1,028.6% | $4,128 | 重新持有 |
| AMP | AMERIPRISE FINL INCORPORATED | $4,588 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INCORPORATED FORMERLY A | $4,641 | 0.00% | 12 | -2 | -14.3% | -$774 | 减仓 |
| ACHR | ARCHER AVIATION INCORPORATED COM CLASS A | $4,697 | 0.00% | 993 | 0 | 0.0% | — | 不变 |
| USAS | AMERICAS GOLD AND SILVER CORPORATION COM NEW (CANADA) | $4,720 | 0.00% | 1,000 | 1,000 | — | $4,720 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $4,734 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDOM) | $4,755 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORPORATION | $4,815 | 0.00% | 45 | 45 | — | $4,815 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) | $4,832 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INCORPORATED | $4,861 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INCORPORATED CLASS A | $4,892 | 0.00% | 450 | 350 | 350.0% | $3,805 | 加仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $4,938 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INCORPORATED CLASS A | $4,958 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR US INFRASTRUC | $4,959 | 0.00% | 79 | 1 | 1.3% | $63 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $4,988 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INCORPORATED | $4,990 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INCORPORATED | $5,085 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INCORPORATED CLASS A | $5,091 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR (DENMARK) | $5,101 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORPORATION | $5,215 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS (JAPAN) | $5,390 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INCORPORATED | $5,424 | 0.00% | 144 | 113 | 364.5% | $4,256 | 加仓 |
| HR | HEALTHCARE RLTY TR CLASS A COM REIT | $5,446 | 0.00% | 270 | -730 | -73.0% | -$1.47万 | 重新持有 |
| — | VANECK VIDEO GAMING AND ESPORTS ETF | $5,475 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS COMPANY | $5,475 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INCORPORATED | $5,488 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION DEL | $5,527 | 0.00% | 29 | -11 | -27.5% | -$2,096 | 减仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $5,533 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INCORPORATED CLASS A | $5,564 | 0.00% | 40 | -2 | -4.8% | -$278 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) | $5,603 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $5,708 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) | $5,787 | 0.00% | 72 | 44 | 157.1% | $3,536 | 加仓 |
| EBAY | EBAY INCORPORATED. | $5,811 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR (SPAIN) | $5,839 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INCORPORATED (CANADA) | $5,856 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL CORPORATION | $5,871 | 0.00% | 51 | 43 | 537.5% | $4,950 | 加仓 |
| WEC | WEC ENERGY GROUP INCORPORATED | $5,955 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $5,980 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $5,983 | 0.00% | 22 | 22 | — | $5,983 | 新建仓 |
| MAS | MASCO CORPORATION | $5,993 | 0.00% | 74 | -4 | -5.1% | -$324 | 减仓 |
| USIG | ISHARES TR USD INV GRDE ETF | $6,001 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $6,010 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR JPMORGAN USD EMG | $6,076 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK | $6,084 | 0.00% | 206 | 106 | 106.0% | $3,131 | 加仓 |
| EWBC | EAST WEST BANCORP INCORPORATED | $6,157 | 0.00% | 48 | 1 | 2.1% | $128 | 加仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $6,176 | 0.00% | 800 | 800 | — | $6,176 | 新建仓 |
| FCX | FREEPORT MCMORAN INCORPORATED CLASS B | $6,226 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $6,326 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORPORATION | $6,344 | 0.00% | 122 | 15 | 14.0% | $780 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INCORPORATED | $6,344 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $6,385 | 0.00% | 145 | 1 | 0.7% | $44 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $6,435 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INCORPORATED | $6,474 | 0.00% | 300 | 300 | — | $6,474 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $6,580 | 0.00% | 242 | 8 | 3.4% | $218 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $6,587 | 0.00% | 113 | 1 | 0.9% | $58 | 加仓 |
| INTU | INTUIT | $6,607 | 0.00% | 25 | 9 | 56.2% | $2,379 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) | $6,796 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK (CURACAO) | $6,881 | 0.00% | 148 | -2 | -1.3% | -$93 | 减仓 |
| MPWR | MONOLITHIC PWR SYSTEMS INCORPORATED | $6,912 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR (GERMANY) | $6,935 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $6,987 | 0.00% | 78 | 1 | 1.3% | $90 | 加仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $7,016 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORPORATION NEW | $7,058 | 0.00% | 171 | 1 | 0.6% | $41 | 加仓 |
| BCS | BARCLAYS PLC ADR (UNITED KINGDOM) | $7,064 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $7,224 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORPORATION | $7,247 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INCORPORATED | $7,251 | 0.00% | 87 | 87 | — | $7,251 | 新建仓 |
| NKE | NIKE INCORPORATED CLASS B | $7,266 | 0.00% | 177 | 82 | 86.3% | $3,366 | 加仓 |
| CBRE | CBRE GROUP INCORPORATED CLASS A | $7,273 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | $7,275 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LIMITED COM NEW (CANADA) | $7,280 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $7,288 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY (CANADA) | $7,365 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR RUS MD CP GR ETF | $7,486 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT (FRANCE) | $7,620 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS) | $7,627 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $7,844 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR (SPAIN) | $7,894 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR (NETHERLANDS) | $7,971 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $8,109 | 0.00% | 526 | 1 | 0.2% | $15 | 加仓 |
| APA | APA CORPORATION | $8,175 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| QXO | QXO INCORPORATED COM NEW | $8,208 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INCORPORATED COM NEW | $8,240 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORPORATION NEW | $8,255 | 0.00% | 239 | 200 | 512.8% | $6,908 | 加仓 |
| STWD | STARWOOD PROPERTY TR INCORPORATED REIT | $8,291 | 0.00% | 506 | 506 | — | $8,291 | 新建仓 |