13F 机构持仓

Nemes Rush Group LLC

NOVI MI · SEC CIK 0001982273

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.5%
NVDA 3.2%
MSFT 3.2%
JPM 3.1%
GOOGL 3.1%
LRCX 2.5%
WMT 2.5%
META 2.4%
MSI 2.1%

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
— PIMCO HIGH INCOME FD COM SHS $1.01万0.00%2,175 2,175— $1.01万 新建仓
VOX VANGUARD COMMUNICATION SERVICES ETF $1.01万0.00%56 00.0% — 不变
WAB WABTEC $1.02万0.00%41 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A $1.04万0.00%689 00.0% — 不变
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) $1.04万0.00%188 00.0% — 不变
SITE SITEONE LANDSCAPE SUPPLY INCORPORATED $1.04万0.00%78 -1-1.3% -$133 减仓
BND VANGUARD TOTAL BOND MARKET ETF $1.05万0.00%143 00.0% — 不变
IAGG ISHARES TR CORE INTL AGGR $1.06万0.00%212 00.0% — 不变
APA APA CORPORATION $1.07万0.00%251 00.0% — 不变
FHN FIRST HORIZON CORPORATION $1.07万0.00%471 30.6% $68 加仓
IWD ISHARES TR RUS 1000 VAL ETF $1.09万0.00%51 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INCORPORATED $1.09万0.00%36 1250.0% $3,649 加仓
BDX BECTON DICKINSON & COMPANY $1.13万0.00%72 1118.0% $1,732 加仓
VIRT VIRTU FINL INCORPORATED CLASS A $1.14万0.00%259 20.8% $88 加仓
PGR PROGRESSIVE CORPORATION $1.17万0.00%59 1431.1% $2,775 加仓
OPEN OPENDOOR TECHNOLOGIES INCORPORATED $1.17万0.00%2,500 00.0% — 不变
MNST MONSTER BEVERAGE CORPORATION NEW $1.19万0.00%164 00.0% — 不变
ETR ENTERGY CORPORATION NEW $1.20万0.00%107 71197.2% $7,978 加仓
SCHW SCHWAB CHARLES CORPORATION $1.20万0.00%128 00.0% — 不变
ARKW ARK NEXT GENERATION INTERNET ETF $1.21万0.00%100 00.0% — 不变
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) $1.22万0.00%80 00.0% — 不变
VUSB VANGUARD ULTRA-SHORT BOND ETF $1.22万0.00%246 246— $1.22万 新建仓
ROST ROSS STORES INCORPORATED $1.23万0.00%57 32128.0% $6,932 加仓
KR KROGER COMPANY $1.24万0.00%171 4131.5% $2,967 加仓
OKLO OKLO INCORPORATED COM CLASS A $1.24万0.00%250 00.0% — 不变
BN BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) $1.26万0.00%311 276788.6% $1.12万 加仓
BSV VANGUARD SHORT-TERM BOND ETF $1.26万0.00%161 161— $1.26万 新建仓
VDC VANGUARD CONSUMER STAPLES ETF $1.26万0.00%56 00.0% — 不变
PPA INVESCO AEROSPACE & DEFENSE ETF $1.26万0.00%76 00.0% — 不变
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND $1.27万0.00%116 -16-12.1% -$1,750 减仓
D DOMINION ENERGY INCORPORATED $1.29万0.00%209 -13-5.9% -$804 减仓
— WARNER BROS DISCOVERY INCORPORATED COM SER A $1.32万0.00%479 00.0% — 不变
OXY OCCIDENTAL PETE CORPORATION $1.33万0.00%205 -154-42.9% -$1.00万 减仓
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $1.33万0.00%136 00.0% — 不变
— PRESURANCE HOLDINGS INCORPORATED $1.33万0.00%26,189 00.0% — 不变
DNLI DENALI THERAPEUTICS INCORPORATED $1.34万0.00%700 00.0% — 不变
CRMD CORMEDIX INCORPORATED $1.36万0.00%2,000 00.0% — 不变
PGX INVESCO PREFERRED ETF $1.36万0.00%1,252 1,252— $1.36万 新建仓
SOXX ISHARES TR ISHARES SEMICDTR $1.38万0.00%42 513.5% $1,643 加仓
MCK MCKESSON CORPORATION $1.38万0.00%16 00.0% — 不变
ADBE ADOBE INCORPORATED $1.39万0.00%57 47.5% $972 加仓
VGSH VANGUARD SHORT-TERM TREASURY ETF $1.39万0.00%237 237— $1.39万 新建仓
TM TOYOTA MOTOR CORPORATION ADS (JAPAN) $1.40万0.00%68 00.0% — 不变
AVIG AVANTIS CORE FIXED INCOME ETF $1.42万0.00%341 00.0% — 不变
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $1.42万0.00%74 00.0% — 不变
CPNG COUPANG INCORPORATED CLASS A $1.47万0.00%777 212.8% $396 加仓
ATO ATMOS ENERGY CORPORATION $1.48万0.00%80 72900.0% $1.33万 加仓
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $1.49万0.00%287 00.0% — 不变
CDNS CADENCE DESIGN SYSTEMS INCORPORATED $1.50万0.00%54 -11-16.9% -$3,057 减仓
COWZ PACER US CASH COWS 100 ETF $1.50万0.00%240 00.0% — 不变
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $1.53万0.00%177 00.0% — 不变
RACE FERRARI N V (NETHERLANDS) $1.53万0.00%45 1132.4% $3,748 加仓
PFF ISHARES TR PFD AND INCM SEC $1.58万0.00%520 00.0% — 不变
EEMV ISHARES INCORPORATED MSCI EMERG MRKT $1.60万0.00%248 00.0% — 不变
XYZ BLOCK INCORPORATED CLASS A $1.64万0.00%272 00.0% — 不变
STE STERIS PLC SHS USD (IRELAND) $1.64万0.00%74 -1-1.3% -$221 减仓
BATRA ATLANTA BRAVES HLDGS INCORPORATED COM SER A $1.65万0.00%350 00.0% — 不变
DOW DOW HLDGS INCORPORATED $1.66万0.00%399 00.0% — 不变
USB US BANCORP COM NEW $1.66万0.00%320 00.0% — 不变
VFH VANGUARD FINANCIALS ETF $1.67万0.00%138 00.0% — 不变
OTIS OTIS WORLDWIDE CORPORATION $1.67万0.00%217 2010.2% $1,542 加仓
MSTR STRATEGY INCORPORATED CLASS A NEW $1.70万0.00%136 -1-0.7% -$125 减仓
DLR DIGITAL RLTY TR INCORPORATED REIT $1.70万0.00%94 11.1% $181 加仓
YUMC YUM CHINA HLDGS INCORPORATED $1.74万0.00%357 3611.2% $1,756 加仓
ARKK ARK ETF TRUST INNOVATION ETF $1.76万0.00%261 7641.1% $5,137 加仓
MS MORGAN STANLEY COM NEW $1.81万0.00%110 -3-2.7% -$494 减仓
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $1.82万0.00%188 -192-50.5% -$1.86万 减仓
VIS VANGUARD INDUSTRIALS ETF $1.83万0.00%59 35.4% $930 加仓
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK $1.83万0.00%257 208.4% $1,424 加仓
IWF ISHARES TR RUS 1000 GRW ETF $1.84万0.00%43 00.0% — 不变
AMT AMERICAN TOWER CORPORATION REIT $1.85万0.00%107 77256.7% $1.33万 加仓
HII HUNTINGTON INGALLS INDUSTRIES INCORPORATED $1.86万0.00%49 00.0% — 不变
TLH ISHARES TR 10-20 YR TRS ETF $1.88万0.00%187 00.0% — 不变
CMS CMS ENERGY CORPORATION $1.89万0.00%244 00.0% — 不变
PULS PGIM ULTRA SHORT BOND ETF $1.90万0.00%384 384— $1.90万 新建仓
OEF ISHARES TR S&P 100 ETF $1.91万0.00%60 00.0% — 不变
GEL GENESIS ENERGY L P UNIT LTD PARTN $1.92万0.00%1,074 111.0% $196 加仓
WY WEYERHAEUSER COMPANY COM NEW REIT $1.95万0.00%800 00.0% — 不变
IUSV ISHARES TR CORE S&P US VLU $1.99万0.00%195 125178.6% $1.28万 加仓
JPLD JPMORGAN LIMITED DURATION BOND ETF $2.00万0.00%384 384— $2.00万 新建仓
SCZ ISHARES TR EAFE SML CP ETF $2.01万0.00%256 00.0% — 不变
VEU VANGUARD FTSE ALL-WORLD EX-US ETF $2.03万0.00%270 00.0% — 不变
USMV ISHARES TR MSCI USA MIN VOL $2.05万0.00%221 -4-1.8% -$371 减仓
STT STATE STR CORPORATION $2.06万0.00%163 00.0% — 不变
CLX CLOROX COMPANY DEL $2.07万0.00%200 00.0% — 不变
VOOG VANGUARD S&P 500 GROWTH ETF $2.08万0.00%51 00.0% — 不变
LQD ISHARES TR IBOXX INV CP ETF $2.09万0.00%192 00.0% — 不变
SYM SYMBOTIC INCORPORATED CLASS A COM $2.11万0.00%396 00.0% — 不变
PRU PRUDENTIAL FINL INCORPORATED $2.11万0.00%216 20.9% $196 加仓
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED $2.12万0.00%75 701,400.0% $1.98万 加仓
QBTS D-WAVE QUANTUM INCORPORATED $2.17万0.00%1,501 10.1% $14 加仓
SOLV SOLVENTUM CORPORATION COM SHS $2.18万0.00%334 206.4% $1,304 加仓
DVY ISHARES TR SELECT DIVID ETF $2.18万0.00%144 00.0% — 不变
EFV ISHARES TR EAFE VALUE ETF $2.25万0.00%303 00.0% — 不变
DDOG DATADOG INCORPORATED CLASS A COM $2.25万0.00%191 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT INCORPORATED $2.30万0.00%151 1914.4% $2,898 加仓
WDAY WORKDAY INCORPORATED CLASS A $2.31万0.00%178 -21-10.6% -$2,728 减仓
PL PLANET LABS PBC COM CLASS A $2.34万0.00%836 00.0% — 不变
AMH AMERICAN HOMES 4 RENT CLASS A REIT $2.41万0.00%864 00.0% — 不变
IWR ISHARES TR RUS MID CAP ETF $2.42万0.00%249 10.4% $97 加仓