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 |
|---|---|---|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL CORPORATION | $2.43万 | 0.00% | 431 | 36 | 9.1% | $2,027 | 加仓 |
| APO | APOLLO GLOBAL MGMT INCORPORATED | $2.44万 | 0.00% | 219 | -7 | -3.1% | -$779 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $2.44万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INCORPORATED | $2.45万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INCORPORATED REIT | $2.45万 | 0.00% | 361 | 5 | 1.4% | $340 | 加仓 |
| ARTY | ISHARES TR FUTURE AI & TECH | $2.48万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| — | RJ EAGLE VERTICAL INCOME ETF | $2.49万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INCORPORATED | $2.50万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & COMPANY | $2.52万 | 0.00% | 316 | -8 | -2.5% | -$637 | 减仓 |
| PPL | PPL CORPORATION | $2.52万 | 0.00% | 660 | 600 | 1,000.0% | $2.29万 | 加仓 |
| — | RJ EAGLE MUNICIPAL INCOME ETF | $2.53万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTI | $2.58万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORPORATION | $2.62万 | 0.00% | 1,453 | 38 | 2.7% | $685 | 加仓 |
| TOST | TOAST INCORPORATED CLASS A | $2.65万 | 0.00% | 1,000 | -1 | -0.1% | -$27 | 减仓 |
| WM | WASTE MGMT INCORPORATED DEL | $2.67万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INCORPORATED | $2.67万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INCORPORATED | $2.67万 | 0.00% | 336 | 22 | 7.0% | $1,750 | 加仓 |
| AUR | AURORA INNOVATION INCORPORATED CLASS A COM | $2.68万 | 0.00% | 6,500 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY | $2.82万 | 0.00% | 604 | 1 | 0.2% | $47 | 加仓 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $2.82万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS (UNITED KINGDOM) | $2.83万 | 0.00% | 304 | 43 | 16.5% | $3,999 | 加仓 |
| XBB | BONDBLOXX BB-RATED USD HIGH YIELD CORP BOND ETF | $2.86万 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2.87万 | 0.00% | 208 | 1 | 0.5% | $138 | 加仓 |
| IMCG | ISHARES TR MRGSTR MD CP GRW | $2.89万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INCORPORATED COM CLASS A | $2.90万 | 0.00% | 1,280 | 192 | 17.6% | $4,356 | 加仓 |
| UUUU | ENERGY FUELS INCORPORATED COM NEW (CANADA) | $2.92万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORPORATION CLASS A | $2.93万 | 0.00% | 232 | 114 | 96.6% | $1.44万 | 加仓 |
| RBRK | RUBRIK INCORPORATED. CLASS A | $2.94万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR S&P MC 400GR ETF | $2.95万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $2.95万 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INCORPORATED | $2.98万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | $3.04万 | 0.00% | 23 | 1 | 4.5% | $1,321 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $3.06万 | 0.00% | 276 | 1 | 0.4% | $111 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $3.08万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INCORPORATED COMMON STOCK | $3.08万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $3.10万 | 0.00% | 293 | 1 | 0.3% | $106 | 加仓 |
| EMR | EMERSON ELEC COMPANY | $3.11万 | 0.00% | 237 | 20 | 9.2% | $2,620 | 加仓 |
| — | GAMCO NAT RES GOLD & INCOME TR SH BEN INT | $3.12万 | 0.00% | 3,738 | 81 | 2.2% | $676 | 加仓 |
| HCA | HCA HEALTHCARE INCORPORATED | $3.12万 | 0.00% | 66 | 53 | 407.7% | $2.51万 | 加仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $3.13万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $3.14万 | 0.00% | 629 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $3.18万 | 0.00% | 316 | 316 | — | $3.18万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3.21万 | 0.00% | 1,298 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | $3.27万 | 0.00% | 330 | 7 | 2.2% | $693 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3.33万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $3.35万 | 0.00% | 363 | -2 | -0.5% | -$185 | 减仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INCORPORATED COM SHS | $3.36万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $3.41万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR MBS ETF | $3.44万 | 0.00% | 362 | 1 | 0.3% | $95 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $3.50万 | 0.00% | 236 | 32 | 15.7% | $4,739 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INCORPORATED COM SHS | $3.56万 | 0.00% | 467 | 15 | 3.3% | $1,142 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $3.62万 | 0.00% | 1,099 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR ETF | $3.62万 | 0.00% | 650 | 650 | — | $3.62万 | 新建仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $3.67万 | 0.00% | 1,461 | 2 | 0.1% | $50 | 加仓 |
| ICF | ISHARES TR SELECT US REIT | $3.73万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INCORPORATED REIT | $3.76万 | 0.00% | 2,522 | -87 | -3.3% | -$1,296 | 减仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $3.79万 | 0.00% | 140 | 14 | 11.1% | $3,788 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.81万 | 0.00% | 465 | 1 | 0.2% | $82 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $3.89万 | 0.00% | 719 | 81 | 12.7% | $4,379 | 加仓 |
| ACMR | ACM RESH INCORPORATED COM CLASS A | $3.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INCORPORATED REIT | $3.95万 | 0.00% | 200 | 32 | 19.0% | $6,327 | 加仓 |
| CTVA | CORTEVA INCORPORATED | $3.98万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES INCORPORATED | $4.00万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR MSCI EAFE ETF | $4.00万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORPORATION | $4.03万 | 0.00% | 45 | 9 | 25.0% | $8,057 | 加仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $4.21万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP INCORPORATED COM NEW | $4.23万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INCORPORATED CLASS A | $4.25万 | 0.00% | 338 | -4 | -1.2% | -$503 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $4.26万 | 0.00% | 739 | -409 | -35.6% | -$2.36万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $4.28万 | 0.00% | 846 | 846 | — | $4.28万 | 新建仓 |
| FNV | FRANCO NEV CORPORATION (CANADA) | $4.32万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $4.35万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INCORPORATED REIT | $4.37万 | 0.00% | 538 | -17 | -3.1% | -$1,382 | 减仓 |
| PCMM | BONDBLOXX PRIVATE CREDIT CLO ETF | $4.39万 | 0.00% | 893 | 893 | — | $4.39万 | 新建仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $4.41万 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INCORPORATED | $4.45万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INCORPORATED | $4.45万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $4.57万 | 0.00% | 567 | -41 | -6.7% | -$3,304 | 减仓 |
| NOK | NOKIA CORPORATION SPONSORED ADR (FINLAND) | $4.61万 | 0.00% | 5,730 | 130 | 2.3% | $1,045 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4.68万 | 0.00% | 731 | 87 | 13.5% | $5,573 | 加仓 |
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | $4.73万 | 0.00% | 273 | -98 | -26.4% | -$1.70万 | 减仓 |
| CCL | CARNIVAL CORPORATION COMMON STOCK (PANAMA) | $4.76万 | 0.00% | 1,838 | 1,063 | 137.2% | $2.75万 | 加仓 |
| — | RJ EAGLE GCM DIVIDEND SELECT INCOME ETF | $4.88万 | 0.00% | 1,826 | 1,826 | — | $4.88万 | 新建仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $4.92万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $4.99万 | 0.00% | 172 | -3 | -1.7% | -$870 | 减仓 |
| RBA | RB GLOBAL INCORPORATED (CANADA) | $4.99万 | 0.00% | 521 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $5.07万 | 0.00% | 1,106 | 133 | 13.7% | $6,102 | 加仓 |
| AON | AON PLC SHS CL A (IRELAND) | $5.13万 | 0.00% | 159 | -1 | -0.6% | -$323 | 减仓 |
| AMGN | AMGEN INCORPORATED | $5.14万 | 0.00% | 146 | -104 | -41.6% | -$3.66万 | 减仓 |
| JD | JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) | $5.17万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $5.18万 | 0.00% | 393 | -5 | -1.3% | -$659 | 减仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $5.20万 | 0.00% | 700 | 650 | 1,300.0% | $4.83万 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $5.21万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $5.23万 | 0.00% | 136 | 4 | 3.0% | $1,537 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $5.26万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $5.26万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GENERAL ELEC COMPANY COM NEW | $5.28万 | 0.01% | 1,000 | 996 | 24,900.0% | $5.26万 | 加仓 |
| YUM | YUM BRANDS INCORPORATED | $5.30万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR SHS | $5.31万 | 0.01% | 3,352 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $5.32万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |