13F 机构持仓

Nemes Rush Group LLC

NOVI MI · SEC CIK 0001982273

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.5%
NVDA 3.2%
MSFT 3.2%
JPM 3.1%
GOOGL 3.1%
LRCX 2.5%
WMT 2.5%
META 2.4%
MSI 2.1%

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
AUB ATLANTIC UN BANKSHARES CORPORATION $00.00%0 -6-100.0% -$212 清仓
DKNG DRAFTKINGS INCORPORATED NEW COM CLASS A $00.00%0 -6-100.0% -$207 清仓
SAIL SAILPOINT INCORPORATED $00.00%0 -10-100.0% -$202 清仓
BBD BANCO BRADESCO SA SPONSORED ADR REP PFD SHS $00.00%0 -58-100.0% -$193 清仓
CGNX COGNEX CORPORATION $00.00%0 -5-100.0% -$180 清仓
PFGC PERFORMANCE FOOD GROUP COMPANY $00.00%0 -2-100.0% -$180 清仓
TNDM TANDEM DIABETES CARE INCORPORATED COM NEW $00.00%0 -8-100.0% -$176 清仓
WCN WASTE CONNECTIONS INCORPORATED (CANADA) $00.00%0 -1-100.0% -$175 清仓
PTC PTC INCORPORATED $00.00%0 -1-100.0% -$174 清仓
ITT ITT INCORPORATED $00.00%0 -1-100.0% -$174 清仓
AR ANTERO RESOURCES CORPORATION $00.00%0 -5-100.0% -$172 清仓
MTSI MACOM TECH SOLUTIONS HLDGS INCORPORATED $00.00%0 -1-100.0% -$171 清仓
MZTI MARZETTI COMPANY $00.00%0 -1-100.0% -$164 清仓
PR PERMIAN RESOURCES CORPORATION CLASS A COM $00.00%0 —— — 申报中断
MGY MAGNOLIA OIL & GAS CORPORATION CLASS A $00.00%0 -7-100.0% -$153 清仓
SMCI SUPER MICRO COMPUTER INCORPORATED COM NEW $00.00%0 -5-100.0% -$146 清仓
ADC AGREE RLTY CORPORATION REIT $00.00%0 -2-100.0% -$145 清仓
PCOR PROCORE TECHNOLOGIES INCORPORATED $00.00%0 -2-100.0% -$145 清仓
NBIX NEUROCRINE BIOSCIENCES INCORPORATED $00.00%0 -1-100.0% -$142 清仓
WTFC WINTRUST FINL CORPORATION $00.00%0 -1-100.0% -$140 清仓
HALO HALOZYME THERAPEUTICS INCORPORATED $00.00%0 -2-100.0% -$135 清仓
SNDR SCHNEIDER NATIONAL INCORPORATED CLASS B $00.00%0 -5-100.0% -$133 清仓
GBCI GLACIER BANCORP INCORPORATED NEW $00.00%0 -3-100.0% -$133 清仓
DOC HEALTHPEAK PROPERTIES INC $00.00%0 -8-100.0% -$129 清仓
IDA IDACORP INCORPORATED $00.00%0 -1-100.0% -$127 清仓
— TRI POINTE HOMES INCORPORATED $00.00%0 -4-100.0% -$126 清仓
JHX JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND) $00.00%0 -6-100.0% -$125 清仓
SUI SUN CMNTYS INCORPORATED REIT $00.00%0 -1-100.0% -$124 清仓
OVV OVINTIV INCORPORATED $00.00%0 -3-100.0% -$118 清仓
RKT ROCKET COMPANIES INCORPORATED COM CLASS A $00.00%0 -6-100.0% -$116 清仓
UMBF UMB FINL CORPORATION $00.00%0 -1-100.0% -$115 清仓
CHDN CHURCHILL DOWNS INCORPORATED $00.00%0 -1-100.0% -$114 清仓
THRM GENTHERM INCORPORATED $00.00%0 -3-100.0% -$109 清仓
FSS FEDERAL SIGNAL CORPORATION $00.00%0 -1-100.0% -$109 清仓
VCEL VERICEL CORPORATION $00.00%0 -3-100.0% -$108 清仓
BFAM BRIGHT HORIZONS FAM SOL IN DEL $00.00%0 -1-100.0% -$101 清仓
— PINNACLE FINL PARTNERS INCORPORATED $00.00%0 -1-100.0% -$95 清仓
— QIAGEN NV COM SHS (NETHERLANDS) $00.00%0 -2-100.0% -$90 清仓
MTDR MATADOR RES COMPANY $00.00%0 -2-100.0% -$85 清仓
LEVI LEVI STRAUSS & COMPANY NEW CLASS A COM STK $00.00%0 -4-100.0% -$83 清仓
ITGR INTEGER HLDGS CORPORATION $00.00%0 -1-100.0% -$78 清仓
ACHC ACADIA HEALTHCARE COMPANY INCORPORATED $00.00%0 -5-100.0% -$71 清仓
DXCM DEXCOM INCORPORATED $00.00%0 -1-100.0% -$66 清仓
AZTA AZENTA INCORPORATED $00.00%0 -1-100.0% -$33 清仓
JD CALL: JD.COM INC SPON ADR JAN 40 EXP 01/16/26 100 JD 看涨期权 $00.00%0 -300-100.0% — 清仓
CRNC CALL: CERENCE INCORPORATED JAN 15 EXP 01/16/26 100 CRNC 看涨期权 $00.00%0 -300-100.0% — 清仓
— HEALTHY CHOICE WELLNESS CORPORATION CLASS A $00.00%1 00.0% — 不变