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
ALLY ALLY FINL INCORPORATED $8,2990.00%181 10.6% $46 加仓
CFG CITIZENS FINL GROUP INCORPORATED $8,4080.00%120 00.0% — 不变
PINS PINTEREST INCORPORATED CLASS A $8,4120.00%400 00.0% — 不变
INBK FIRST INTERNET BANCORP $8,4510.00%304 00.0% — 不变
MP MP MATERIALS CORPORATION COM CLASS A $8,4580.00%151 151— $8,458 新建仓
ITRI ITRON INCORPORATED $8,4800.00%98 00.0% — 不变
IGV ISHARES TR EXPANDED TECH $8,6980.00%96 00.0% — 不变
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF $8,8900.00%163 10.6% $55 加仓
OSUR ORASURE TECHNOLOGIES INCORPORATED $8,9200.00%2,000 00.0% — 不变
SITE SITEONE LANDSCAPE SUPPLY INCORPORATED $8,9240.00%78 00.0% — 不变
FSLR FIRST SOLAR INCORPORATED $8,9660.00%38 -2-5.0% -$472 减仓
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF $9,3610.00%253 00.0% — 不变
GWW WW GRAINGER INCORPORATED $9,5230.00%7 4133.3% $5,442 加仓
RGTI RIGETTI COMPUTING INCORPORATED COMMON STOCK $9,6600.00%500 -3-0.6% -$58 减仓
— VIRTUS TOTAL RETURN FD INCORPORATED $9,7190.00%1,423 38437.0% $2,623 加仓
SHLD GLOBAL X DEFENSE TECH ETF $9,7330.00%163 163— $9,733 新建仓
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) $9,8550.00%188 00.0% — 不变
OXY OCCIDENTAL PETE CORPORATION $9,9570.00%205 00.0% — 不变
FFIV F5 INCORPORATED $9,9830.00%24 00.0% — 不变
— DIMENSIONAL U.S. CORE EQUITY 2 ETF $1.00万0.00%227 10.4% $44 加仓
— PIMCO HIGH INCOME FD COM SHS $1.01万0.00%2,175 00.0% — 不变
VOX VANGUARD COMMUNICATION SERVICES ETF $1.03万0.00%56 00.0% — 不变
ITW ILLINOIS TOOL WKS INCORPORATED $1.03万0.00%38 00.0% — 不变
BND VANGUARD TOTAL BOND MARKET ETF $1.05万0.00%143 00.0% — 不变
AOA ISHARES TR CORE 80 20 ETF $1.06万0.00%108 00.0% — 不变
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF $1.07万0.00%62 00.0% — 不变
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF $1.07万0.00%182 00.0% — 不变
IAGG ISHARES TR CORE INTL AGGR $1.07万0.00%212 00.0% — 不变
FBCG FIDELITY BLUE CHIP GROWTH ETF $1.08万0.00%174 00.0% — 不变
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF $1.08万0.00%215 215— $1.08万 新建仓
WAB WABTEC $1.11万0.00%41 00.0% — 不变
BKSY BLACKSKY TECHNOLOGY INCORPORATED CLASS A NEW $1.11万0.00%397 00.0% — 不变
TM TOYOTA MOTOR CORPORATION ADS (JAPAN) $1.11万0.00%66 -2-2.9% -$337 减仓
RPM RPM INTERNATIONAL INCORPORATED $1.12万0.00%101 00.0% — 不变
KBWB INVESCO KBW BANK ETF $1.13万0.00%121 00.0% — 不变
NET CLOUDFLARE INCORPORATED CLASS A COM $1.13万0.00%46 00.0% — 不变
STM STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) $1.14万0.00%152 125463.0% $9,369 加仓
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF $1.15万0.00%266 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INCORPORATED $1.16万0.00%2,500 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INCORPORATED COM NEW $1.16万0.00%61 61— $1.16万 新建仓
ADBE ADOBE INCORPORATED $1.17万0.00%57 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A $1.18万0.00%680 -9-1.3% -$156 减仓
SCHW SCHWAB CHARLES CORPORATION $1.18万0.00%128 00.0% — 不变
MSTR STRATEGY INCORPORATED CLASS A NEW $1.18万0.00%136 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INCORPORATED $1.19万0.00%36 00.0% — 不变
MET METLIFE INCORPORATED $1.19万0.00%141 77120.3% $6,515 加仓
VOT VANGUARD MID-CAP GROWTH ETF $1.19万0.00%39 00.0% — 不变
MCK MCKESSON CORPORATION $1.21万0.00%16 00.0% — 不变
ROST ROSS STORES INCORPORATED $1.21万0.00%57 00.0% — 不变
IONQ IONQ INCORPORATED $1.21万0.00%228 7852.0% $4,154 加仓
RRX REGAL REXNORD CORPORATION $1.21万0.00%51 00.0% — 不变
KMI KINDER MORGAN INCORPORATED DEL $1.21万0.00%380 216131.7% $6,906 加仓
FHN FIRST HORIZON CORPORATION $1.22万0.00%474 30.6% $77 加仓
VUSB VANGUARD ULTRA-SHORT BOND ETF $1.22万0.00%246 00.0% — 不变
ETR ENTERGY CORPORATION NEW $1.23万0.00%107 00.0% — 不变
IWD ISHARES TR RUS 1000 VAL ETF $1.24万0.00%51 00.0% — 不变
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) $1.25万0.00%80 00.0% — 不变
VDC VANGUARD CONSUMER STAPLES ETF $1.27万0.00%57 11.8% $224 加仓
PGR PROGRESSIVE CORPORATION $1.29万0.00%59 00.0% — 不变
— WARNER BROS DISCOVERY INCORPORATED COM SER A $1.30万0.00%489 102.1% $267 加仓
OKLO OKLO INCORPORATED COM CLASS A $1.31万0.00%250 00.0% — 不变
NTNX NUTANIX INCORPORATED CLASS A $1.33万0.00%261 00.0% — 不变
PPA INVESCO AEROSPACE & DEFENSE ETF $1.35万0.00%76 00.0% — 不变
CPNG COUPANG INCORPORATED CLASS A $1.35万0.00%777 00.0% — 不变
HII HUNTINGTON INGALLS INDUSTRIES INCORPORATED $1.37万0.00%49 00.0% — 不变
ATO ATMOS ENERGY CORPORATION $1.38万0.00%80 00.0% — 不变
VGSH VANGUARD SHORT-TERM TREASURY ETF $1.38万0.00%237 00.0% — 不变
NTRA NATERA INCORPORATED $1.38万0.00%51 505,000.0% $1.36万 重新持有
D DOMINION ENERGY INCORPORATED $1.43万0.00%209 00.0% — 不变
YUMC YUM CHINA HLDGS INCORPORATED $1.44万0.00%353 -4-1.1% -$164 减仓
ALAB ASTERA LABS INCORPORATED $1.45万0.00%30 18150.0% $8,695 加仓
ARKW ARK NEXT GENERATION INTERNET ETF $1.49万0.00%103 33.0% $435 加仓
COWZ PACER US CASH COWS 100 ETF $1.49万0.00%240 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK $1.50万0.00%234 -23-8.9% -$1,472 减仓
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $1.50万0.00%287 00.0% — 不变
GEL GENESIS ENERGY L P UNIT LTD PARTN $1.54万0.00%1,086 121.1% $170 加仓
VIRT VIRTU FINL INCORPORATED CLASS A $1.55万0.00%260 10.4% $60 加仓
OTIS OTIS WORLDWIDE CORPORATION $1.55万0.00%217 00.0% — 不变
ARM ARM HOLDINGS PLC SPONSORED ADS $1.56万0.00%44 00.0% — 不变
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND $1.56万0.00%116 00.0% — 不变
CRMD CORMEDIX INCORPORATED $1.57万0.00%2,000 00.0% — 不变
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $1.58万0.00%74 00.0% — 不变
PFF ISHARES TR PFD AND INCM SEC $1.59万0.00%520 00.0% — 不变
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $1.62万0.00%177 00.0% — 不变
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $1.62万0.00%136 00.0% — 不变
VTEB VANGUARD TAX-EXEMPT BOND ETF $1.67万0.00%330 -299-47.5% -$1.51万 减仓
HAL HALLIBURTON COMPANY $1.67万0.00%492 291144.8% $9,883 加仓
RACE FERRARI N V (NETHERLANDS) $1.70万0.00%46 12.2% $370 加仓
DLR DIGITAL RLTY TR INCORPORATED REIT $1.70万0.00%95 11.1% $179 加仓
DOW DOW HLDGS INCORPORATED $1.74万0.00%637 23859.6% $6,510 加仓
AMT AMERICAN TOWER CORPORATION REIT $1.75万0.00%107 00.0% — 不变
BSV VANGUARD SHORT-TERM BOND ETF $1.76万0.00%226 6540.4% $5,064 加仓
SYM SYMBOTIC INCORPORATED CLASS A COM $1.78万0.00%396 00.0% — 不变
DNLI DENALI THERAPEUTICS INCORPORATED $1.80万0.00%700 00.0% — 不变
VFH VANGUARD FINANCIALS ETF $1.82万0.00%138 00.0% — 不变
MNST MONSTER BEVERAGE CORPORATION NEW $1.82万0.00%189 2515.2% $2,403 加仓
— CONIFER HOLDINGS INC $1.84万0.00%3,741 -22,448-85.7% -$11.02万 减仓
CMS CMS ENERGY CORPORATION $1.87万0.00%244 00.0% — 不变
MELI MERCADOLIBRE INCORPORATED $1.87万0.00%11 101,000.0% $1.70万 加仓
TLH ISHARES TR 10-20 YR TRS ETF $1.88万0.00%187 00.0% — 不变