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 |
|---|---|---|---|---|---|---|---|---|
| IFRA | ISHARES TR US INFRASTRUC | $4,487 | 0.00% | 78 | -47 | -37.6% | -$2,704 | 减仓 |
| MET | METLIFE INCORPORATED | $4,526 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CLASS A | $4,540 | 0.00% | 74 | -13 | -14.9% | -$798 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS (JAPAN) | $4,599 | 0.00% | 271 | -42 | -13.4% | -$713 | 减仓 |
| EOG | EOG RES INCORPORATED | $4,626 | 0.00% | 32 | -258 | -89.0% | -$3.73万 | 减仓 |
| PHM | PULTE GROUP INCORPORATED | $4,704 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INCORPORATED | $4,712 | 0.00% | 15 | 11 | 275.0% | $3,455 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) | $4,717 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORPORATION | $4,732 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INCORPORATED. | $4,733 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $4,937 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INCORPORATED CLASS B | $5,018 | 0.00% | 95 | -1 | -1.0% | -$53 | 减仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $5,031 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR (SPAIN) | $5,047 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INCORPORATED | $5,058 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR CORE DIV GRWTH | $5,123 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INCORPORATED COM CLASS A | $5,134 | 0.00% | 993 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $5,266 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $5,309 | 0.00% | 53 | 29 | 120.8% | $2,905 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $5,447 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYSTEMS INCORPORATED | $5,467 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INCORPORATED DEL | $5,499 | 0.00% | 164 | 112 | 215.4% | $3,755 | 加仓 |
| — | VANECK VIDEO GAMING AND ESPORTS ETF | $5,521 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR (UNITED KINGDOM) | $5,565 | 0.00% | 263 | -34 | -11.4% | -$719 | 减仓 |
| FTS | FORTIS INCORPORATED (CANADA) | $5,668 | 0.00% | 102 | 1 | 1.0% | $56 | 加仓 |
| SAM | BOSTON BEER INCORPORATED CLASS A | $5,760 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $5,818 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INCORPORATED CLASS B | $5,819 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5,871 | 0.00% | 144 | -59 | -29.1% | -$2,405 | 减仓 |
| WEC | WEC ENERGY GROUP INCORPORATED | $5,904 | 0.00% | 51 | 48 | 1,600.0% | $5,557 | 加仓 |
| EMB | ISHARES TR JPMORGAN USD EMG | $5,918 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | $5,953 | 0.00% | 1,210 | 1,210 | — | $5,953 | 新建仓 |
| ADSK | AUTODESK INCORPORATED | $5,985 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR USD INV GRDE ETF | $5,994 | 0.00% | 117 | 106 | 963.6% | $5,430 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INCORPORATED | $6,000 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORPORATION | $6,039 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $6,181 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $6,196 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INCORPORATED CLASS A | $6,300 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $6,307 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $6,412 | 0.00% | 234 | 88 | 60.3% | $2,411 | 加仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $6,449 | 0.00% | 66 | 1 | 1.5% | $98 | 加仓 |
| SAN | BANCO SANTANDER SA ADR (SPAIN) | $6,452 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $6,461 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INCORPORATED | $6,475 | 0.00% | 11 | 8 | 266.7% | $4,709 | 加仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $6,548 | 0.00% | 51 | -6 | -10.5% | -$770 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $6,614 | 0.00% | 112 | -39 | -25.8% | -$2,303 | 减仓 |
| ING | ING GROEP N.V. SPONSORED ADR (NETHERLANDS) | $6,617 | 0.00% | 254 | -10 | -3.8% | -$261 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $6,656 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY (CANADA) | $6,686 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INCORPORATED | $6,878 | 0.00% | 1,039 | 1,039 | — | $6,878 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $6,881 | 0.00% | 14 | 7 | 100.0% | $3,440 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | $6,893 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INCORPORATED | $6,944 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORPORATION | $6,980 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $7,035 | 0.00% | 16 | -11 | -40.7% | -$4,837 | 减仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $7,056 | 0.00% | 308 | -692 | -69.2% | -$1.59万 | 减仓 |
| JOBY | JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS) | $7,062 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INCORPORATED COMMON STOCK | $7,062 | 0.00% | 503 | 3 | 0.6% | $42 | 加仓 |
| AA | ALCOA CORPORATION | $7,065 | 0.00% | 107 | 1 | 0.9% | $66 | 加仓 |
| ALLY | ALLY FINL INCORPORATED | $7,077 | 0.00% | 180 | 32 | 21.6% | $1,258 | 加仓 |
| CFG | CITIZENS FINL GROUP INCORPORATED | $7,196 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INCORPORATED CLASS A | $7,315 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INCORPORATED CLASS A | $7,336 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $7,348 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $7,426 | 0.00% | 127 | 51 | 67.1% | $2,982 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) | $7,558 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORPORATION | $7,574 | 0.00% | 28 | 18 | 180.0% | $4,869 | 加仓 |
| DHR | DANAHER CORPORATION DEL | $7,584 | 0.00% | 40 | 14 | 53.8% | $2,654 | 加仓 |
| IGV | ISHARES TR EXPANDED TECH | $7,685 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $7,688 | 0.00% | 96 | -9 | -8.6% | -$721 | 减仓 |
| SAP | SAP SE SPON ADR (GERMANY) | $7,704 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK (CURACAO) | $7,709 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON COMPANY | $7,841 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INCORPORATED | $7,890 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INCORPORATED CLASS A | $8,156 | 0.00% | 69 | 23 | 50.0% | $2,719 | 加仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $8,540 | 0.00% | 170 | -187 | -52.4% | -$9,394 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $8,721 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $8,746 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $8,782 | 0.00% | 226 | 226 | — | $8,782 | 新建仓 |
| ITRI | ITRON INCORPORATED | $8,784 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $8,828 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT (FRANCE) | $8,916 | 0.00% | 98 | 34 | 53.1% | $3,093 | 加仓 |
| ONDS | ONDAS INCORPORATED COM NEW | $9,040 | 0.00% | 1,000 | -500 | -33.3% | -$4,520 | 减仓 |
| QXO | QXO INCORPORATED COM NEW | $9,225 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $9,229 | 0.00% | 182 | -66 | -26.6% | -$3,347 | 减仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $9,316 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | $9,492 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR CORE 80/20 AGGRE | $9,537 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW BANK ETF | $9,545 | 0.00% | 121 | -57 | -32.0% | -$4,496 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $9,550 | 0.00% | 51 | -15 | -22.7% | -$2,809 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $9,635 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORPORATION CLASS A | $9,676 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $9,788 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $9,891 | 0.00% | 38 | -1 | -2.6% | -$260 | 减仓 |
| RBLX | ROBLOX CORPORATION CLASS A | $9,898 | 0.00% | 175 | -5 | -2.8% | -$283 | 减仓 |
| NTNX | NUTANIX INCORPORATED CLASS A | $9,921 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INCORPORATED CLASS A NEW | $9,989 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $1.00万 | 0.00% | 39 | -9 | -18.8% | -$2,316 | 减仓 |
| RPM | RPM INTERNATIONAL INCORPORATED | $1.00万 | 0.00% | 101 | -1 | -1.0% | -$99 | 减仓 |