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 |
|---|---|---|---|---|---|---|---|---|
| ALLY | ALLY FINL INCORPORATED | $8,299 | 0.00% | 181 | 1 | 0.6% | $46 | 加仓 |
| CFG | CITIZENS FINL GROUP INCORPORATED | $8,408 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INCORPORATED CLASS A | $8,412 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $8,451 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORPORATION COM CLASS A | $8,458 | 0.00% | 151 | 151 | — | $8,458 | 新建仓 |
| ITRI | ITRON INCORPORATED | $8,480 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR EXPANDED TECH | $8,698 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $8,890 | 0.00% | 163 | 1 | 0.6% | $55 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INCORPORATED | $8,920 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INCORPORATED | $8,924 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INCORPORATED | $8,966 | 0.00% | 38 | -2 | -5.0% | -$472 | 减仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $9,361 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INCORPORATED | $9,523 | 0.00% | 7 | 4 | 133.3% | $5,442 | 加仓 |
| RGTI | RIGETTI COMPUTING INCORPORATED COMMON STOCK | $9,660 | 0.00% | 500 | -3 | -0.6% | -$58 | 减仓 |
| — | VIRTUS TOTAL RETURN FD INCORPORATED | $9,719 | 0.00% | 1,423 | 384 | 37.0% | $2,623 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $9,733 | 0.00% | 163 | 163 | — | $9,733 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR (UNITED KINGDOM) | $9,855 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORPORATION | $9,957 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INCORPORATED | $9,983 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1.00万 | 0.00% | 227 | 1 | 0.4% | $44 | 加仓 |
| — | PIMCO HIGH INCOME FD COM SHS | $1.01万 | 0.00% | 2,175 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $1.03万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $1.03万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1.05万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR CORE 80 20 ETF | $1.06万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $1.07万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.07万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR CORE INTL AGGR | $1.07万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $1.08万 | 0.00% | 174 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INCORPORATED CLASS A NEW | $1.11万 | 0.00% | 397 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW BANK ETF | $1.13万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | $1.13万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) | $1.14万 | 0.00% | 152 | 125 | 463.0% | $9,369 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $1.15万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INCORPORATED | $1.16万 | 0.00% | 2,500 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INCORPORATED CLASS A NEW | $1.18万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INCORPORATED | $1.19万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INCORPORATED | $1.19万 | 0.00% | 141 | 77 | 120.3% | $6,515 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $1.19万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORPORATION | $1.21万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INCORPORATED | $1.21万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INCORPORATED | $1.21万 | 0.00% | 228 | 78 | 52.0% | $4,154 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $1.21万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INCORPORATED DEL | $1.21万 | 0.00% | 380 | 216 | 131.7% | $6,906 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $1.22万 | 0.00% | 474 | 3 | 0.6% | $77 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $1.22万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORPORATION NEW | $1.23万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $1.24万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR (SWITZERLAND) | $1.25万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $1.27万 | 0.00% | 57 | 1 | 1.8% | $224 | 加仓 |
| PGR | PROGRESSIVE CORPORATION | $1.29万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $1.30万 | 0.00% | 489 | 10 | 2.1% | $267 | 加仓 |
| OKLO | OKLO INCORPORATED COM CLASS A | $1.31万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INCORPORATED CLASS A | $1.33万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.35万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INCORPORATED CLASS A | $1.35万 | 0.00% | 777 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDUSTRIES INCORPORATED | $1.37万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORPORATION | $1.38万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1.38万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INCORPORATED | $1.38万 | 0.00% | 51 | 50 | 5,000.0% | $1.36万 | 重新持有 |
| D | DOMINION ENERGY INCORPORATED | $1.43万 | 0.00% | 209 | 0 | 0.0% | — | 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 | 18 | 150.0% | $8,695 | 加仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $1.49万 | 0.00% | 103 | 3 | 3.0% | $435 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1.49万 | 0.00% | 240 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| GEL | GENESIS ENERGY L P UNIT LTD PARTN | $1.54万 | 0.00% | 1,086 | 12 | 1.1% | $170 | 加仓 |
| VIRT | VIRTU FINL INCORPORATED CLASS A | $1.55万 | 0.00% | 260 | 1 | 0.4% | $60 | 加仓 |
| OTIS | OTIS WORLDWIDE CORPORATION | $1.55万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $1.56万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $1.56万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| CRMD | CORMEDIX INCORPORATED | $1.57万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1.58万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR PFD AND INCM SEC | $1.59万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1.62万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.62万 | 0.00% | 136 | 0 | 0.0% | — | 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 | 291 | 144.8% | $9,883 | 加仓 |
| RACE | FERRARI N V (NETHERLANDS) | $1.70万 | 0.00% | 46 | 1 | 2.2% | $370 | 加仓 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $1.70万 | 0.00% | 95 | 1 | 1.1% | $179 | 加仓 |
| DOW | DOW HLDGS INCORPORATED | $1.74万 | 0.00% | 637 | 238 | 59.6% | $6,510 | 加仓 |
| AMT | AMERICAN TOWER CORPORATION REIT | $1.75万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $1.76万 | 0.00% | 226 | 65 | 40.4% | $5,064 | 加仓 |
| SYM | SYMBOTIC INCORPORATED CLASS A COM | $1.78万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INCORPORATED | $1.80万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $1.82万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $1.82万 | 0.00% | 189 | 25 | 15.2% | $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 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INCORPORATED | $1.87万 | 0.00% | 11 | 10 | 1,000.0% | $1.70万 | 加仓 |
| TLH | ISHARES TR 10-20 YR TRS ETF | $1.88万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |