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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INCORPORATED | $13.43万 | 0.01% | 257 | 1 | 0.4% | $523 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $13.90万 | 0.01% | 531 | -39 | -6.8% | -$1.02万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIGH | $14.34万 | 0.01% | 14,097 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX ETF TR | $14.44万 | 0.01% | 3,708 | -247 | -6.2% | -$9,622 | 减仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $14.46万 | 0.01% | 1,103 | -209 | -15.9% | -$2.74万 | 减仓 |
| DE | DEERE & COMPANY | $14.76万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INCORPORATED COM CLASS A | $14.90万 | 0.01% | 1,575 | 15 | 1.0% | $1,419 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST INFLATION PROTECTED SECS ETF | $15.07万 | 0.01% | 3,611 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INCORPORATED | $15.12万 | 0.01% | 1,011 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) | $15.40万 | 0.01% | 1,651 | 28 | 1.7% | $2,612 | 加仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $15.41万 | 0.01% | 3,725 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $15.61万 | 0.01% | 8,088 | 359 | 4.6% | $6,929 | 加仓 |
| GGG | GRACO INCORPORATED | $15.68万 | 0.01% | 1,853 | 6 | 0.3% | $508 | 加仓 |
| — | AVANTIS CORE MUNICIPAL FIXED INCOME ETF | $15.86万 | 0.02% | 3,463 | 1,281 | 58.7% | $5.87万 | 加仓 |
| SECT | MAIN SECTOR ROTATION ETF | $15.90万 | 0.02% | 2,633 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $16.06万 | 0.02% | 1,095 | -131 | -10.7% | -$1.92万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $16.27万 | 0.02% | 269 | 8 | 3.1% | $4,838 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $16.38万 | 0.02% | 5,118 | -268 | -5.0% | -$8,579 | 减仓 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $16.46万 | 0.02% | 357 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INCORPORATED | $16.62万 | 0.02% | 492 | -673 | -57.8% | -$22.74万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INCORPORATED | $16.82万 | 0.02% | 5,168 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORPORATION COM CLASS A | $16.91万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $16.95万 | 0.02% | 4,411 | 1,701 | 62.8% | $6.54万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $17.76万 | 0.02% | 255 | 7 | 2.8% | $4,877 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $17.83万 | 0.02% | 3,611 | 50 | 1.4% | $2,468 | 加仓 |
| CAVA | CAVA GROUP INCORPORATED | $17.86万 | 0.02% | 2,208 | 747 | 51.1% | $6.04万 | 加仓 |
| PLD | PROLOGIS INCORPORATED. REIT | $17.89万 | 0.02% | 1,354 | -253 | -15.7% | -$3.34万 | 减仓 |
| BP | BP PLC SPONSORED ADR (UNITED KINGDOM) | $17.91万 | 0.02% | 3,811 | 305 | 8.7% | $1.43万 | 加仓 |
| FISV | FISERV INCORPORATED | $18.53万 | 0.02% | 3,321 | 368 | 12.5% | $2.05万 | 加仓 |
| IGV | CALL: ISHARES TR EXPANDED TECH JAN 90 EXP 01/15/27 100 IGV 看涨期权 | $18.60万 | 0.02% | 300 | 300 | — | $18.60万 | 新建仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $18.63万 | 0.02% | 3,264 | 131 | 4.2% | $7,477 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | $18.71万 | 0.02% | 895 | -30 | -3.2% | -$6,271 | 减仓 |
| XHLF | BONDBLOXX BLOOMBERG 6 MNTH TARGET DURATION US TREASURY | $18.82万 | 0.02% | 3,739 | 2,348 | 168.8% | $11.82万 | 加仓 |
| DTM | DT MIDSTREAM INCORPORATED COMMON STOCK | $19.02万 | 0.02% | 1,412 | -56 | -3.8% | -$7,542 | 减仓 |
| MMM | 3M COMPANY | $19.61万 | 0.02% | 1,350 | 27 | 2.0% | $3,922 | 加仓 |
| SRE | SEMPRA | $19.64万 | 0.02% | 2,021 | 0 | 0.0% | — | 不变 |
| BABA | CALL: ALIBABA GROUP HLDG LTD JAN 200 EXP 01/15/27 100 BABA 看涨期权 | $19.75万 | 0.02% | 500 | 250 | 100.0% | $9.88万 | 加仓 |
| BA | BOEING COMPANY | $20.24万 | 0.02% | 1,017 | -4 | -0.4% | -$796 | 减仓 |
| FE | FIRSTENERGY CORPORATION | $20.38万 | 0.02% | 4,023 | 76 | 1.9% | $3,850 | 加仓 |
| BLK | BLACKROCK INCORPORATED | $20.52万 | 0.02% | 213 | 4 | 1.9% | $3,853 | 加仓 |
| SCCO | SOUTHERN COPPER CORPORATION | $20.81万 | 0.02% | 1,210 | 16 | 1.3% | $2,752 | 加仓 |
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | $21.18万 | 0.02% | 3,057 | 221 | 7.8% | $1.53万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $21.37万 | 0.02% | 3,410 | 3,051 | 849.9% | $19.12万 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $21.92万 | 0.02% | 5,792 | 171 | 3.0% | $6,471 | 加仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $22.46万 | 0.02% | 4,035 | 6 | 0.1% | $334 | 加仓 |
| T | AT&T INCORPORATED | $22.49万 | 0.02% | 7,757 | 6,000 | 341.5% | $17.39万 | 加仓 |
| DASH | DOORDASH INCORPORATED CLASS A | $22.69万 | 0.02% | 1,511 | 40 | 2.7% | $6,006 | 加仓 |
| DIS | DISNEY WALT COMPANY | $23.19万 | 0.02% | 2,406 | 255 | 11.9% | $2.46万 | 加仓 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $23.29万 | 0.02% | 1,779 | 332 | 22.9% | $4.35万 | 加仓 |
| IBTA | IBOTTA INCORPORATED CLASS A COM SHS | $23.98万 | 0.02% | 8,001 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION CLASS A COM STK | $24.32万 | 0.02% | 2,229 | 103 | 4.8% | $1.12万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $24.87万 | 0.02% | 1,156 | 0 | 0.0% | — | 不变 |
| VKTX | CALL: VIKING THERAPEUTICS JAN 40 EXP 01/15/27 100 VKTX 看涨期权 | $24.90万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORPORATION | $24.93万 | 0.02% | 5,085 | 3 | 0.1% | $147 | 加仓 |
| RGLD | ROYAL GOLD INCORPORATED | $25.16万 | 0.02% | 989 | 2 | 0.2% | $509 | 加仓 |
| INTC | INTEL CORPORATION | $25.35万 | 0.02% | 5,744 | 50 | 0.9% | $2,207 | 加仓 |
| PFE | PFIZER INCORPORATED | $25.41万 | 0.02% | 9,049 | -635 | -6.6% | -$1.78万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORPORATION | $25.45万 | 0.02% | 373 | 8 | 2.2% | $5,458 | 加仓 |
| AMZN | CALL: AMAZON COM INCORPORATED JAN 300 EXP 01/15/27 100 AMZN 看涨期权 | $25.75万 | 0.02% | 500 | 350 | 233.3% | $18.02万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG COMPANY | $26.65万 | 0.03% | 26,811 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORPORATION | $26.82万 | 0.03% | 5,501 | 1,244 | 29.2% | $6.06万 | 加仓 |
| MEDP | MEDPACE HLDGS INCORPORATED | $27.42万 | 0.03% | 571 | 24 | 4.4% | $1.15万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $27.69万 | 0.03% | 819 | 34 | 4.3% | $1.15万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $28.02万 | 0.03% | 3,095 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $28.55万 | 0.03% | 2,780 | -43 | -1.5% | -$4,415 | 减仓 |
| KKR | KKR & COMPANY INCORPORATED | $28.77万 | 0.03% | 3,110 | 72 | 2.4% | $6,660 | 加仓 |
| LOW | LOWES COMPANIES INCORPORATED | $29.33万 | 0.03% | 1,241 | -21 | -1.7% | -$4,964 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $30.75万 | 0.03% | 4,520 | 26 | 0.6% | $1,769 | 加仓 |
| VMC | VULCAN MATLS COMPANY | $30.84万 | 0.03% | 1,132 | 20 | 1.8% | $5,448 | 加仓 |
| NYF | ISHARES TR NEW YORK MUN ETF | $31.51万 | 0.03% | 5,932 | 1,276 | 27.4% | $6.78万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A | $31.67万 | 0.03% | 4,723 | 86 | 1.9% | $5,767 | 加仓 |
| SGOL | ABERDEEN PHYSICAL GOLD SHARES ETF | $32.05万 | 0.03% | 7,184 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INCORPORATED COM NEW | $33.03万 | 0.03% | 2,913 | -256 | -8.1% | -$2.90万 | 减仓 |
| GEV | GE VERNOVA INCORPORATED | $33.16万 | 0.03% | 380 | -7 | -1.8% | -$6,109 | 减仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $33.27万 | 0.03% | 1,127 | 3 | 0.3% | $886 | 加仓 |
| AAPL | CALL: APPLE INCORPORATED JAN 300 EXP 01/15/27 100 AAPL 看涨期权 | $33.30万 | 0.03% | 300 | 300 | — | $33.30万 | 新建仓 |
| JLL | JONES LANG LASALLE INCORPORATED | $33.54万 | 0.03% | 1,102 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $33.68万 | 0.03% | 4,862 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INCORPORATED | $33.75万 | 0.03% | 2,173 | 268 | 14.1% | $4.16万 | 加仓 |
| EQT | EQT CORPORATION | $33.87万 | 0.03% | 5,322 | 113 | 2.2% | $7,191 | 加仓 |
| VTV | VANGUARD VALUE ETF | $34.07万 | 0.03% | 1,737 | 433 | 33.2% | $8.49万 | 加仓 |
| DAL | DELTA AIR LINES INCORPORATED COM NEW | $34.09万 | 0.03% | 5,128 | 26 | 0.5% | $1,728 | 加仓 |
| NOW | SERVICENOW INCORPORATED | $34.38万 | 0.03% | 3,288 | 208 | 6.8% | $2.17万 | 加仓 |
| OKTA | OKTA INCORPORATED CLASS A | $35.13万 | 0.03% | 4,463 | 89 | 2.0% | $7,005 | 加仓 |
| ESGU | ISHARES TR ESG AWR MSCI USA | $35.24万 | 0.03% | 2,492 | 798 | 47.1% | $11.28万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $35.66万 | 0.03% | 3,176 | 1,026 | 47.7% | $11.52万 | 加仓 |
| SHOP | SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) | $36.08万 | 0.03% | 3,042 | 17 | 0.6% | $2,017 | 加仓 |
| DOCS | DOXIMITY INCORPORATED CLASS A | $36.34万 | 0.03% | 15,598 | -116 | -0.7% | -$2,703 | 减仓 |
| PSX | PHILLIPS 66 | $37.10万 | 0.04% | 2,037 | 9 | 0.4% | $1,639 | 加仓 |
| GRMN | GARMIN LIMITED SHS (SWITZERLAND) | $37.42万 | 0.04% | 1,613 | -15 | -0.9% | -$3,480 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $37.66万 | 0.04% | 1,854 | -24 | -1.3% | -$4,875 | 减仓 |
| — | HONEYWELL INTERNATIONAL INCORPORATED | $38.37万 | 0.04% | 1,697 | 84 | 5.2% | $1.90万 | 加仓 |
| AEM | AGNICO EAGLE MINES LIMITED (CANADA) | $38.86万 | 0.04% | 1,914 | 24 | 1.3% | $4,873 | 加仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $39.90万 | 0.04% | 4,296 | 1,942 | 82.5% | $18.04万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $40.13万 | 0.04% | 5,889 | 120 | 2.1% | $8,177 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $40.18万 | 0.04% | 13,770 | 843 | 6.5% | $2.46万 | 加仓 |
| USFD | US FOODS HLDG CORPORATION | $41.96万 | 0.04% | 4,550 | 9 | 0.2% | $830 | 加仓 |
| SNOW | SNOWFLAKE INCORPORATED COM SHS | $41.99万 | 0.04% | 2,784 | 8 | 0.3% | $1,207 | 加仓 |
| DWAS | INVESCO DWA SMALLCAP MOMENTUM ETF | $44.94万 | 0.04% | 4,563 | -664 | -12.7% | -$6.54万 | 减仓 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $44.95万 | 0.04% | 7,743 | -1,213 | -13.5% | -$7.04万 | 减仓 |