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
EEMV ISHARES INCORPORATED MSCI EMERG MRKT $1.88万0.00%250 20.8% $150 加仓
PULS PGIM ULTRA SHORT BOND ETF $1.90万0.00%384 00.0% — 不变
HRB BLOCK H & R INCORPORATED $1.90万0.00%500 500— $1.90万 新建仓
CLX CLOROX COMPANY DEL $1.91万0.00%200 00.0% — 不变
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $1.95万0.00%188 00.0% — 不变
BATRA ATLANTA BRAVES HLDGS INCORPORATED COM SER A $1.97万0.00%350 00.0% — 不变
JPLD JPMORGAN LIMITED DURATION BOND ETF $2.00万0.00%384 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INCORPORATED $2.03万0.00%54 00.0% — 不变
XYZ BLOCK INCORPORATED CLASS A $2.07万0.00%272 00.0% — 不变
LQD ISHARES TR IBOXX INV CP ETF $2.09万0.00%192 00.0% — 不变
FDXF FEDEX FGHT HLDG COMPANY INCORPORATED COMMON STOCK $2.10万0.00%139 139— $2.10万 新建仓
SCZ ISHARES TR EAFE SML CP ETF $2.11万0.00%256 00.0% — 不变
VIS VANGUARD INDUSTRIALS ETF $2.12万0.00%59 00.0% — 不变
USMV ISHARES TR MSCI USA MIN ETF $2.13万0.00%221 00.0% — 不变
EW EDWARDS LIFESCIENCES CORPORATION $2.13万0.00%236 140145.8% $1.27万 加仓
IWF ISHARES TR RUS 1000 GRW ETF $2.14万0.00%172 00.0% — 不变
IUSV ISHARES TR CORE S&P US VLU $2.15万0.00%195 00.0% — 不变
IREN IREN LIMITED ORDINARY SHARES (AUSTRALIA) $2.15万0.00%471 471— $2.15万 新建仓
WY WEYERHAEUSER COMPANY COM NEW REIT $2.15万0.00%900 10012.5% $2,394 加仓
WDAY WORKDAY INC $2.18万0.00%178 00.0% — 不变
OEF ISHARES TR S&P 100 ETF $2.20万0.00%60 00.0% — 不变
LULU LULULEMON ATHLETICA INCORPORATED $2.20万0.00%193 00.0% — 不变
— DIMENSIONAL U.S. SMALL CAP ETF $2.21万0.00%268 268— $2.21万 新建仓
PR PERMIAN RESOURCES CORPORATION CLASS A COM $2.23万0.00%1,210 1,19910,900.0% $2.21万 重新持有
DVY ISHARES TR SELECT DIVID ETF $2.25万0.00%144 00.0% — 不变
VEU VANGUARD FTSE ALL-WORLD EX-US ETF $2.27万0.00%271 10.4% $84 加仓
KMTS KESTRA MED TECHNOLOGIES LIMITED SHS (BERMUDA) $2.29万0.00%900 900— $2.29万 新建仓
MS MORGAN STANLEY COM NEW $2.30万0.00%110 00.0% — 不变
EFV ISHARES TR EAFE VALUE ETF $2.32万0.00%303 00.0% — 不变
UUUU ENERGY FUELS INCORPORATED COM NEW (CANADA) $2.32万0.00%1,600 00.0% — 不变
SHEL SHELL PLC SPON ADS (UNITED KINGDOM) $2.36万0.00%304 00.0% — 不变
PRU PRUDENTIAL FINL INCORPORATED $2.36万0.00%218 20.9% $216 加仓
CCL CARNIVAL CORPORATION LIMITED COMMON SHARES (PANAMA) $2.41万0.00%842 842— $2.41万 新建仓
MU PUT: MICRON TECHNOLOGY INC JUL 750 EXP 07/17/26 100 MU 看跌期权 $2.42万0.00%50 50— $2.42万 新建仓
BDX BECTON DICKINSON & COMPANY $2.43万0.00%161 89123.6% $1.34万 加仓
— RJ EAGLE VERTICAL INCOME ETF $2.51万0.00%1,000 00.0% — 不变
USB US BANCORP COM NEW $2.51万0.00%415 9529.7% $5,738 加仓
AZN ASTRAZENECA PLC ORD (UNITED KINGDOM) $2.55万0.00%135 135— $2.55万 新建仓
HCA HCA HEALTHCARE INCORPORATED $2.57万0.00%66 00.0% — 不变
— RJ EAGLE MUNICIPAL INCOME ETF $2.57万0.00%1,000 00.0% — 不变
WM WASTE MGMT INCORPORATED DEL $2.59万0.00%116 00.0% — 不变
APO APOLLO GLOBAL MGMT INCORPORATED $2.60万0.00%220 10.5% $118 加仓
WPC WP CAREY INCORPORATED REIT $2.61万0.00%366 51.4% $357 加仓
SOLV SOLVENTUM CORPORATION COM SHS $2.65万0.00%344 103.0% $770 加仓
SOXX ISHARES TR ISHARES SEMICDTR $2.69万0.00%42 00.0% — 不变
XEL XCEL ENERGY INC $2.72万0.00%338 20.6% $161 加仓
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $2.72万0.00%355 355— $2.72万 新建仓
IR INGERSOLL RAND INCORPORATED $2.73万0.00%333 00.0% — 不变
IWR ISHARES TR RUS MID CAP ETF $2.75万0.00%249 00.0% — 不变
ARCC ARES CAPITAL CORPORATION $2.76万0.00%1,491 382.6% $704 加仓
STT STATE STR CORPORATION $2.76万0.00%163 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT INCORPORATED $2.77万0.00%151 00.0% — 不变
PL PLANET LABS PBC COM CLASS A $2.77万0.00%836 00.0% — 不变
TOST TOAST INCORPORATED CLASS A $2.78万0.00%1,000 00.0% — 不变
STE STERIS PLC SHS USD (IRELAND) $2.79万0.00%132 5878.4% $1.23万 加仓
CNP CENTERPOINT ENERGY INCORPORATED $2.88万0.00%653 00.0% — 不变
XBB BONDBLOXX BB-RATED USD HIGH YIELD CORP BOND ETF $2.88万0.00%703 00.0% — 不变
AMH AMERICAN HOMES 4 RENT CLASS A REIT $2.90万0.00%864 00.0% — 不变
CCI CROWN CASTLE INCORPORATED REIT $2.90万0.00%383 -155-28.8% -$1.17万 减仓
VBK VANGUARD SMALL-CAP GROWTH ETF $2.95万0.00%81 00.0% — 不变
VT VANGUARD TOTAL WORLD STOCK ETF $2.97万0.00%190 -18-8.7% -$2,818 减仓
WDC WESTERN DIGITAL CORPORATION $3.00万0.00%47 1967.9% $1.21万 加仓
WFC WELLS FARGO & COMPANY $3.02万0.00%365 4915.5% $4,049 加仓
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI $3.02万0.00%444 00.0% — 不变
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A $3.10万0.00%536 -203-27.5% -$1.17万 减仓
— GAMCO NAT RES GOLD & INCOME TR SH BEN INT $3.11万0.00%3,819 812.2% $660 加仓
CARR CARRIER GLOBAL CORPORATION $3.16万0.00%431 00.0% — 不变
KR KROGER COMPANY $3.17万0.00%571 400233.9% $2.22万 加仓
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND $3.19万0.00%316 00.0% — 不变
AFL AFLAC INCORPORATED $3.19万0.00%272 00.0% — 不变
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF $3.23万0.00%360 -3,050-89.4% -$27.38万 减仓
ARKK ARK ETF TRUST INNOVATION ETF $3.23万0.00%400 13953.3% $1.12万 加仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $3.30万0.00%587 10.2% $56 加仓
ORLY OREILLY AUTOMOTIVE INCORPORATED $3.32万0.00%360 -3-0.8% -$276 减仓
DD DUPONT DE NEMOURS INCORPORATED COMMON STOCK $3.38万0.00%249 -286-53.5% -$3.88万 减仓
EMR EMERSON ELEC COMPANY $3.39万0.00%237 00.0% — 不变
MBB ISHARES TR MBS ETF $3.44万0.00%364 20.6% $189 加仓
IJK ISHARES TR S&P MC 400GR ETF $3.44万0.00%293 00.0% — 不变
SCHF SCHWAB INTERNATIONAL EQUITY ETF $3.46万0.00%1,249 -49-3.8% -$1,357 减仓
VWO VANGUARD FTSE EMERGING MARKETS ETF $3.46万0.00%580 -139-19.3% -$8,295 减仓
AVUS AVANTIS U.S. EQUITY ETF $3.53万0.00%276 00.0% — 不变
TTD THE TRADE DESK INCORPORATED COM CLASS A $3.54万0.00%1,960 68053.1% $1.23万 加仓
QBTS D-WAVE QUANTUM INCORPORATED $3.60万0.00%1,500 -1-0.1% -$24 减仓
IMCG ISHARES TR MRGSTR MD CP GRW $3.61万0.00%367 10.3% $98 加仓
APD AIR PRODUCTS AND CHEMICALS INCORPORATED $3.61万0.00%123 -49-28.5% -$1.44万 减仓
FNV FRANCO NEV CORPORATION (CANADA) $3.65万0.00%175 00.0% — 不变
EME EMCOR GROUP INCORPORATED $3.65万0.00%44 44— $3.65万 新建仓
AAOI APPLIED OPTOELECTRONICS INCORPORATED $3.70万0.00%250 250— $3.70万 新建仓
CMCSA COMCAST CORPORATION NEW CLASS A $3.74万0.00%1,524 -581-27.6% -$1.43万 减仓
VYM VANGUARD HIGH DIVIDEND YIELD ETF $3.81万0.00%241 52.1% $790 加仓
EMN EASTMAN CHEMICAL COMPANY $3.81万0.00%569 -238-29.5% -$1.59万 减仓
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $3.87万0.00%466 10.2% $83 加仓
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED $3.89万0.00%111 3648.0% $1.26万 加仓
SOLS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS $3.91万0.00%441 -26-5.6% -$2,303 减仓
BABA CALL: ALIBABA GROUP HLDG LTD JAN 200 EXP 01/15/27 100 BABA 看涨期权 $3.95万0.00%500 00.0% — 不变
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY $3.96万0.00%604 00.0% — 不变
— ISHARES ETHEREUM TR SHS $3.99万0.00%3,352 00.0% — 不变
ARTY ISHARES TR FUTU AI TECH ETF $4.06万0.00%533 00.0% — 不变
APH AMPHENOL CORPORATION CLASS A $4.09万0.00%232 00.0% — 不变
SCHB SCHWAB U.S. BROAD MARKET ETF $4.24万0.00%1,463 20.1% $58 加仓