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
IRT INDEPENDENCE RLTY TR INCORPORATED REIT $4.26万0.00%2,550 281.1% $467 加仓
MUB ISHARES TR NATIONAL MUN ETF $4.27万0.00%397 00.0% — 不变
JPST JPMORGAN ULTRA-SHORT INCOME ETF $4.28万0.00%846 00.0% — 不变
EFA ISHARES TR MSCI EAFE ETF $4.28万0.00%412 00.0% — 不变
BUI BLACKROCK UTILS INFRASTRUCTURE $4.35万0.00%1,500 1,500— $4.35万 新建仓
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS $4.38万0.00%456 00.0% — 不变
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF $4.38万0.00%680 00.0% — 不变
AUR AURORA INNOVATION INCORPORATED CLASS A COM $4.43万0.00%6,500 00.0% — 不变
PCMM BONDBLOXX PRIVATE CREDIT CLO ETF $4.45万0.00%893 00.0% — 不变
JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) $4.46万0.00%1,750 00.0% — 不变
BOW BOWHEAD SPECIALTY HLDGS INCORPORATED COM SHS $4.49万0.00%1,500 00.0% — 不变
WELL WELLTOWER INCORPORATED REIT $4.54万0.00%200 00.0% — 不变
COP CONOCOPHILLIPS $4.54万0.00%437 4411.2% $4,575 加仓
T AT&T INCORPORATED $4.57万0.00%2,209 -5,548-71.5% -$11.49万 减仓
PH PARKER-HANNIFIN CORPORATION $4.60万0.00%47 24.4% $1,956 加仓
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED $4.60万0.00%276 31.1% $500 加仓
FIX COMFORT SYSTEMS USA INCORPORATED $4.76万0.00%24 24— $4.76万 新建仓
RBRK RUBRIK INCORPORATED. CLASS A $4.82万0.00%600 00.0% — 不变
LNG CHENIERE ENERGY INCORPORATED COM NEW $4.90万0.00%205 00.0% — 不变
QUAL ISHARES TR MSCI USA QLT FCT $4.98万0.00%227 00.0% — 不变
OC OWENS CORNING NEW $5.01万0.00%315 00.0% — 不变
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $5.04万0.00%1,111 50.5% $227 加仓
ACAD ACADIA PHARMACEUTICALS INCORPORATED $5.06万0.00%2,000 00.0% — 不变
SDY STATE STREET SPDR S&P DIVIDEND ETF $5.14万0.00%338 10.3% $152 加仓
ASML ASML HOLDING NV (NETHERLANDS) $5.17万0.00%26 313.0% $5,968 加仓
DDOG DATADOG INCORPORATED CLASS A COM $5.18万0.00%199 84.2% $2,083 加仓
AVLV AVANTIS US LARGE CAP VALUE ETF $5.19万0.00%569 20.4% $182 加仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $5.22万0.00%733 20.3% $142 加仓
AON AON PLC SHS CL A (IRELAND) $5.28万0.00%159 00.0% — 不变
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF $5.38万0.00%1,459 -1,370-48.4% -$5.05万 减仓
DIS CALL: DISNEY WALT COMPANY JAN 120 EXP 01/15/27 100 DIS 看涨期权 $5.38万0.00%250 00.0% — 不变
SYK STRYKER CORPORATION $5.44万0.00%173 74.2% $2,202 加仓
AMGN AMGEN INCORPORATED $5.62万0.00%155 96.2% $3,263 加仓
IUSB ISHARES CORE UNIVERSAL USD BOND ETF $5.65万0.00%1,224 00.0% — 不变
XCCC BONDBLOXX ETF TR $5.70万0.00%1,560 402.6% $1,462 加仓
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND $5.73万0.00%1,189 80.7% $385 加仓
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF $5.77万0.00%1,145 00.0% — 不变
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF $5.79万0.00%1,099 00.0% — 不变
UNH UNITEDHEALTH GROUP INCORPORATED $5.83万0.00%140 00.0% — 不变
PWR QUANTA SVCS INCORPORATED $5.83万0.00%81 00.0% — 不变
CTVA CORTEVA INCORPORATED $5.93万0.00%700 22447.1% $1.90万 加仓
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF $5.95万0.00%1,240 00.0% — 不变
DY DYCOM INDUSTRIES INCORPORATED $5.97万0.00%118 00.0% — 不变
PPG PPG INDUSTRIES INCORPORATED $5.98万0.00%493 -122-19.8% -$1.48万 减仓
YUM YUM BRANDS INCORPORATED $6.00万0.00%375 3410.0% $5,437 加仓
IVE ISHARES TR S&P 500 VAL ETF $6.06万0.01%267 10.4% $227 加仓
Q QNITY ELECTRONICS INCORPORATED COMMON STOCK $6.19万0.01%379 11241.9% $1.83万 加仓
HNRG HALLADOR ENERGY COMPANY $6.19万0.01%3,562 00.0% — 不变
XJH ISHARES TR ESG SELECT SCRE $6.20万0.01%1,189 -758-38.9% -$3.95万 减仓
ENB ENBRIDGE INCORPORATED (CANADA) $6.20万0.01%1,144 686.3% $3,686 加仓
LEN LENNAR CORPORATION CLASS A $6.21万0.01%686 142.1% $1,267 加仓
CCJ CAMECO CORPORATION (CANADA) $6.22万0.01%611 00.0% — 不变
BX BLACKSTONE INCORPORATED $6.24万0.01%530 10.2% $118 加仓
ESML ISHARES TR ESG AWARE MSCI $6.28万0.01%1,124 -752-40.1% -$4.20万 减仓
IWM ISHARES TR RUSSELL 2000 ETF $6.37万0.01%212 00.0% — 不变
SCHD SCHWAB US DIVIDEND EQUITY ETF $6.45万0.01%2,033 160.8% $507 加仓
FTNT FORTINET INCORPORATED $6.50万0.01%423 11738.2% $1.80万 加仓
IVW ISHARES TR S&P 500 GRWT ETF $6.67万0.01%485 00.0% — 不变
TTC TORO COMPANY $6.82万0.01%700 00.0% — 不变
TRV TRAVELERS COMPANIES INCORPORATED $6.90万0.01%209 00.0% — 不变
IEI ISHARES TR 3 7 YR TREAS BD $6.91万0.01%588 50.9% $587 加仓
STEW SRH TOTAL RETURN FUND INCORPORATED $6.92万0.01%3,869 431.1% $770 加仓
IEMG ISHARES INCORPORATED CORE MSCI EMKT $6.93万0.01%837 20532.4% $1.70万 加仓
TEM TEMPUS AI INCORPORATED CLASS A $6.95万0.01%1,200 00.0% — 不变
HPQ HP INCORPORATED $6.99万0.01%3,185 00.0% — 不变
TWLO TWILIO INCORPORATED CLASS A $7.08万0.01%343 51.5% $1,032 加仓
LMND LEMONADE INCORPORATED $7.16万0.01%1,100 00.0% — 不变
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $7.21万0.01%1,357 60.4% $319 加仓
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF $7.31万0.01%1,239 30.2% $177 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $7.39万0.01%911 500121.7% $4.06万 加仓
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF $7.40万0.01%627 10.2% $118 加仓
AVLC AVANTIS U S LARGE CAP EQUITY ETF $7.40万0.01%823 00.0% — 不变
MTUM ISHARES TR MSCI USA MMENTM $7.44万0.01%217 00.0% — 不变
MFC MANULIFE FINL CORPORATION (CANADA) $7.45万0.01%1,839 00.0% — 不变
AVDE AVANTIS INTERNATIONAL EQUITY ETF $7.46万0.01%836 111.3% $982 加仓
TFC TRUIST FINL CORPORATION $7.52万0.01%1,509 -336-18.2% -$1.67万 减仓
NOK NOKIA CORPORATION SPONSORED ADR (FINLAND) $7.61万0.01%5,730 00.0% — 不变
CSX CSX CORPORATION $7.73万0.01%1,626 50.3% $238 加仓
KMB KIMBERLY-CLARK CORP $7.77万0.01%708 00.0% — 不变
IGM ISHARES TR EXPND TEC SC ETF $7.79万0.01%476 00.0% — 不变
XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND $7.83万0.01%731 10.1% $107 加仓
BIDU BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) $8.00万0.01%700 00.0% — 不变
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF $8.04万0.01%1,250 00.0% — 不变
IUSG ISHARES TR CORE S&P US GWT $8.05万0.01%428 00.0% — 不变
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF $8.06万0.01%1,668 120.7% $580 加仓
WHR WHIRLPOOL CORPORATION $8.12万0.01%2,061 1,9491,740.2% $7.68万 加仓
UTG REAVES UTIL INCOME FD COM SH BEN INT $8.14万0.01%2,000 50033.3% $2.04万 加仓
IEF ISHARES TR 7-10 YR TRSY BD $8.33万0.01%881 70.8% $662 加仓
ULTA ULTA BEAUTY INCORPORATED $8.52万0.01%189 -68-26.5% -$3.07万 减仓
SU SUNCOR ENERGY INCORPORATED NEW (CANADA) $8.59万0.01%1,600 00.0% — 不变
COIN COINBASE GLOBAL INCORPORATED COM CLASS A $8.74万0.01%598 -1-0.2% -$146 减仓
FDX FEDEX CORPORATION $8.75万0.01%279 00.0% — 不变
COKE COCA COLA CONS INCORPORATED $8.80万0.01%461 10.2% $191 加仓
EQIX EQUINIX INCORPORATED REIT $8.81万0.01%85 1419.7% $1.45万 加仓
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF $8.87万0.01%170 10.6% $522 加仓
AJG GALLAGHER ARTHUR J & COMPANY $8.91万0.01%388 00.0% — 不变
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS $8.92万0.01%1,100 00.0% — 不变
JBL JABIL INCORPORATED $8.93万0.01%232 00.0% — 不变
SMH VANECK SEMICONDUCTOR ETF $8.94万0.01%136 00.0% — 不变
FOUR SHIFT4 PMTS INCORPORATED CLASS A $9.07万0.01%1,864 41628.7% $2.02万 加仓