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 |
|---|---|---|---|---|---|---|---|---|
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $9.30万 | 0.01% | 3,147 | 3,147 | — | $9.30万 | 新建仓 |
| BROS | DUTCH BROS INCORPORATED CLASS A | $9.57万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $9.70万 | 0.01% | 1,978 | -1,343 | -40.4% | -$6.59万 | 减仓 |
| ALB | ALBEMARLE CORPORATION | $9.82万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORPORATION | $9.84万 | 0.01% | 491 | 2 | 0.4% | $401 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $9.90万 | 0.01% | 2,345 | -319 | -12.0% | -$1.35万 | 减仓 |
| GAP | GAP INCORPORATED | $10.09万 | 0.01% | 5,400 | -10 | -0.2% | -$187 | 减仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $10.10万 | 0.01% | 1,152 | 5 | 0.4% | $438 | 加仓 |
| IQV | IQVIA HLDGS INCORPORATED | $10.14万 | 0.01% | 525 | 152 | 40.8% | $2.94万 | 加仓 |
| CWEN | CLEARWAY ENERGY INCORPORATED CLASS C | $10.25万 | 0.01% | 3,000 | 3,000 | — | $10.25万 | 新建仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE | $10.30万 | 0.01% | 3,077 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORPORATION | $10.54万 | 0.01% | 335 | 226 | 207.3% | $7.11万 | 加仓 |
| CL | COLGATE PALMOLIVE COMPANY | $10.59万 | 0.01% | 1,155 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $10.59万 | 0.01% | 1,995 | 59 | 3.0% | $3,132 | 加仓 |
| CNI | CANADIAN NATL RY COMPANY (CANADA) | $10.63万 | 0.01% | 891 | 6 | 0.7% | $716 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $10.80万 | 0.01% | 1,091 | 47 | 4.5% | $4,651 | 加仓 |
| IDEV | ISHARES TR CORE MSCI INTL | $10.88万 | 0.01% | 1,222 | 18 | 1.5% | $1,603 | 加仓 |
| TGTX | TG THERAPEUTICS INCORPORATED | $10.99万 | 0.01% | 2,000 | -19 | -0.9% | -$1,044 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $11.16万 | 0.01% | 1,306 | 1,306 | — | $11.16万 | 新建仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $11.23万 | 0.01% | 512 | 476 | 1,322.2% | $10.44万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $11.24万 | 0.01% | 901 | -16 | -1.7% | -$1,996 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $11.34万 | 0.01% | 1,244 | 6 | 0.5% | $547 | 加仓 |
| BBY | BEST BUY INCORPORATED | $11.57万 | 0.01% | 1,525 | 322 | 26.8% | $2.44万 | 加仓 |
| SYY | SYSCO CORPORATION | $11.86万 | 0.01% | 1,420 | -5 | -0.4% | -$418 | 减仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $12.05万 | 0.01% | 1,121 | 1,055 | 1,598.5% | $11.34万 | 加仓 |
| BNY | BANK OF NY MELLON CORPORATION | $12.10万 | 0.01% | 837 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORPORATION | $12.20万 | 0.01% | 934 | 167 | 21.8% | $2.18万 | 加仓 |
| IOT | SAMSARA INCORPORATED COM CLASS A | $12.31万 | 0.01% | 3,796 | 838 | 28.3% | $2.72万 | 加仓 |
| GNTX | GENTEX CORPORATION | $12.37万 | 0.01% | 4,894 | 1 | 0.0% | $25 | 加仓 |
| LIN | LINDE PLC (IRELAND) | $12.42万 | 0.01% | 239 | 5 | 2.1% | $2,599 | 加仓 |
| GM | GENERAL MTRS COMPANY | $12.62万 | 0.01% | 1,638 | 2 | 0.1% | $154 | 加仓 |
| AEE | AMEREN CORPORATION | $12.71万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORPORATION | $12.84万 | 0.01% | 572 | 1 | 0.2% | $224 | 加仓 |
| BE | BLOOM ENERGY CORPORATION COM CLASS A | $13.17万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $13.29万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST INFLATION PROTECTED SECS ETF | $13.38万 | 0.01% | 3,243 | -368 | -10.2% | -$1.52万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $13.44万 | 0.01% | 1,146 | 2 | 0.2% | $234 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $13.69万 | 0.01% | 4,111 | -300 | -6.8% | -$9,987 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $13.71万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $13.95万 | 0.01% | 1,731 | 491 | 39.6% | $3.96万 | 加仓 |
| GGG | GRACO INCORPORATED | $14.06万 | 0.01% | 1,860 | 7 | 0.4% | $529 | 加仓 |
| BP | BP PLC SPONSORED ADR (UNITED KINGDOM) | $14.09万 | 0.01% | 3,814 | 3 | 0.1% | $111 | 加仓 |
| RDW | CALL: REDWIRE CORPORATION JAN 10 EXP 01/15/27 100 RDW 看涨期权 | $14.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $14.52万 | 0.01% | 365 | 8 | 2.2% | $3,181 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIGH | $14.52万 | 0.01% | 14,097 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX ETF TR | $14.59万 | 0.01% | 3,718 | 10 | 0.3% | $393 | 加仓 |
| KBE | STATE STREET SPDR S&P BANK ETF | $14.67万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP INCORPORATED COM NEW | $14.76万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INCORPORATED | $14.85万 | 0.01% | 8,280 | 613 | 8.0% | $1.10万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $15.39万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $15.46万 | 0.01% | 8,088 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INCORPORATED | $15.52万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $15.52万 | 0.01% | 1,135 | 32 | 2.9% | $4,376 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) | $15.67万 | 0.01% | 1,651 | 0 | 0.0% | — | 不变 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $15.75万 | 0.01% | 3,725 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $16.19万 | 0.01% | 2,872 | 5 | 0.2% | $282 | 加仓 |
| CMI | CUMMINS INCORPORATED | $16.40万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| DE | DEERE & COMPANY | $16.62万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $16.81万 | 0.01% | 1,757 | 451 | 34.5% | $4.32万 | 加仓 |
| BLK | BLACKROCK INCORPORATED | $17.06万 | 0.01% | 177 | -36 | -16.9% | -$3.47万 | 减仓 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $17.11万 | 0.01% | 1,352 | -427 | -24.0% | -$5.40万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $17.43万 | 0.01% | 1,099 | 4 | 0.4% | $635 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $17.56万 | 0.01% | 794 | 794 | — | $17.56万 | 新建仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $17.65万 | 0.01% | 2,136 | 1,830 | 598.0% | $15.12万 | 加仓 |
| HON | HONEYWELL INTERNATIONAL INC | $17.90万 | 0.01% | 799 | -898 | -52.9% | -$20.11万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $18.00万 | 0.01% | 1,984 | -796 | -28.6% | -$7.22万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | $18.05万 | 0.01% | 895 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $18.08万 | 0.01% | 5,319 | 201 | 3.9% | $6,834 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INCORPORATED | $18.09万 | 0.01% | 1,011 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $18.37万 | 0.02% | 1,845 | 128 | 7.5% | $1.27万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $18.39万 | 0.02% | 3,264 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $18.79万 | 0.02% | 620 | 89 | 16.8% | $2.70万 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $18.91万 | 0.02% | 1,828 | 0 | 0.0% | — | 不变 |
| SECT | MAIN SECTOR ROTATION ETF | $18.97万 | 0.02% | 2,633 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORPORATION | $19.00万 | 0.02% | 373 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INCORPORATED COM CLASS A | $19.03万 | 0.02% | 1,500 | 500 | 50.0% | $6.34万 | 加仓 |
| FE | FIRSTENERGY CORPORATION | $19.13万 | 0.02% | 4,024 | 1 | 0.0% | $48 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $19.40万 | 0.02% | 3,619 | 8 | 0.2% | $429 | 加仓 |
| PLD | PROLOGIS INCORPORATED. REIT | $19.73万 | 0.02% | 1,456 | 102 | 7.5% | $1.38万 | 加仓 |
| RGLD | ROYAL GOLD INCORPORATED | $19.77万 | 0.02% | 990 | 1 | 0.1% | $200 | 加仓 |
| VKTX | VIKING THERAPEUTICS INCORPORATED | $20.15万 | 0.02% | 5,165 | -3 | -0.1% | -$117 | 减仓 |
| NTAP | NETAPP INCORPORATED | $20.43万 | 0.02% | 1,320 | 22 | 1.7% | $3,405 | 加仓 |
| KLAC | KLA CORPORATION COM NEW | $20.52万 | 0.02% | 680 | 200 | 41.7% | $6.03万 | 加仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $21.06万 | 0.02% | 2,400 | -1,896 | -44.1% | -$16.64万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $21.29万 | 0.02% | 5,792 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORPORATION | $21.40万 | 0.02% | 1,228 | 18 | 1.5% | $3,136 | 加仓 |
| BA | BOEING COMPANY | $21.89万 | 0.02% | 1,011 | -6 | -0.6% | -$1,299 | 减仓 |
| DIS | DISNEY WALT COMPANY | $21.89万 | 0.02% | 2,274 | -132 | -5.5% | -$1.27万 | 减仓 |
| APP | APPLOVIN CORPORATION COM CLASS A | $21.90万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX BLOOMBERG 6 MNTH TARGET DURATION US TREASURY | $22.67万 | 0.02% | 4,507 | 768 | 20.5% | $3.86万 | 加仓 |
| ROKU | ROKU INCORPORATED COM CLASS A | $22.78万 | 0.02% | 1,649 | 74 | 4.7% | $1.02万 | 加仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $23.54万 | 0.02% | 4,035 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $23.64万 | 0.02% | 1,746 | -427 | -19.7% | -$5.78万 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $23.68万 | 0.02% | 4,580 | 1,870 | 69.0% | $9.67万 | 加仓 |
| EXC | EXELON CORPORATION | $23.72万 | 0.02% | 5,088 | 3 | 0.1% | $140 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | $23.99万 | 0.02% | 805 | 475 | 143.9% | $14.15万 | 加仓 |
| CAVA | CAVA GROUP INCORPORATED | $24.24万 | 0.02% | 3,089 | 881 | 39.9% | $6.91万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $24.36万 | 0.02% | 2,038 | -2 | -0.1% | -$239 | 减仓 |
| ESGU | ISHARES TR ESG AWR MSCI USA | $24.48万 | 0.02% | 1,496 | -996 | -40.0% | -$16.30万 | 减仓 |
| DTM | DT MIDSTREAM INCORPORATED COMMON STOCK | $24.50万 | 0.02% | 1,669 | 257 | 18.2% | $3.77万 | 加仓 |