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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR CORE MSCI TOTAL | $106.81万 | 0.10% | 12,328 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $106.57万 | 0.10% | 2,224 | 214 | 10.6% | $10.25万 | 加仓 |
| PLXS | PLEXUS CORPORATION | $104.79万 | 0.10% | 5,174 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $103.92万 | 0.10% | 2,415 | -67 | -2.7% | -$2.88万 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INCORPORATED COM NEW | $101.51万 | 0.10% | 220,189 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORPORATION | $100.98万 | 0.10% | 3,249 | 17 | 0.5% | $5,284 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $96.69万 | 0.09% | 1,618 | -140 | -8.0% | -$8.37万 | 减仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $95.12万 | 0.09% | 9,565 | 793 | 9.0% | $7.89万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $91.38万 | 0.09% | 13,531 | -829 | -5.8% | -$5.60万 | 减仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $86.34万 | 0.08% | 11,703 | -574 | -4.7% | -$4.23万 | 减仓 |
| AVIV | AVANTIS INTL LARGE CAP VALUE ETF | $83.88万 | 0.08% | 11,210 | 6,066 | 117.9% | $45.39万 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $80.92万 | 0.08% | 5,603 | -384 | -6.4% | -$5.55万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR AVANTIS ALL EQUITY MKTS ETF | $78.63万 | 0.07% | 8,933 | 193 | 2.2% | $1.70万 | 加仓 |
| NEM | NEWMONT CORPORATION | $75.53万 | 0.07% | 6,977 | 40 | 0.6% | $4,330 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $75.40万 | 0.07% | 7,550 | 3,357 | 80.1% | $33.52万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $75.37万 | 0.07% | 3,109 | 4 | 0.1% | $970 | 加仓 |
| VRT | VERTIV HOLDINGS COMPANY COM CLASS A | $74.23万 | 0.07% | 2,962 | -4 | -0.1% | -$1,002 | 减仓 |
| KO | COCA COLA COMPANY | $71.08万 | 0.07% | 9,347 | -173 | -1.8% | -$1.32万 | 减仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $70.25万 | 0.07% | 4,932 | -7,520 | -60.4% | -$107.11万 | 减仓 |
| RDDT | REDDIT INCORPORATED CLASS A | $69.84万 | 0.07% | 5,187 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INCORPORATED | $65.86万 | 0.06% | 904 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $64.47万 | 0.06% | 8,001 | 3,790 | 90.0% | $30.54万 | 加仓 |
| AMAT | APPLIED MATLS INCORPORATED | $63.31万 | 0.06% | 1,852 | 5 | 0.3% | $1,709 | 加仓 |
| BKR | BAKER HUGHES COMPANY CLASS A | $63.16万 | 0.06% | 10,346 | 170 | 1.7% | $1.04万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $63.00万 | 0.06% | 6,875 | 996 | 16.9% | $9.13万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $62.20万 | 0.06% | 1,008 | -113 | -10.1% | -$6.97万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $62.04万 | 0.06% | 3,752 | 1,025 | 37.6% | $16.95万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $61.56万 | 0.06% | 6,983 | 1 | 0.0% | $88 | 加仓 |
| SLV | PUT: ISHARES SILVER TR JUN 90 EXP 06/18/26 100 SLV 看跌期权 | $60.75万 | 0.06% | 250 | 250 | — | $60.75万 | 新建仓 |
| ADI | ANALOG DEVICES INCORPORATED | $59.88万 | 0.06% | 1,882 | 11 | 0.6% | $3,500 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $59.46万 | 0.06% | 4,783 | -132 | -2.7% | -$1.64万 | 减仓 |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $59.29万 | 0.06% | 4,829 | 37 | 0.8% | $4,543 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) | $58.34万 | 0.06% | 1,489 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY COMPANY | $57.71万 | 0.05% | 3,947 | -97 | -2.4% | -$1.42万 | 减仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $53.01万 | 0.05% | 6,118 | 30 | 0.5% | $2,600 | 加仓 |
| DELL | DELL TECHNOLOGIES INCORPORATED CLASS C | $51.41万 | 0.05% | 3,132 | 204 | 7.0% | $3.35万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $50.61万 | 0.05% | 1,784 | 11 | 0.6% | $3,121 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $49.97万 | 0.05% | 3,695 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $49.45万 | 0.05% | 9,850 | 2,169 | 28.2% | $10.89万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $48.33万 | 0.05% | 2,323 | -19 | -0.8% | -$3,953 | 减仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $48.03万 | 0.05% | 6,707 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORPORATION | $47.60万 | 0.05% | 1,387 | -14 | -1.0% | -$4,805 | 减仓 |
| MO | ALTRIA GROUP INCORPORATED | $47.53万 | 0.05% | 7,202 | 1,164 | 19.3% | $7.68万 | 加仓 |
| TXN | TEXAS INSTRS INCORPORATED | $47.25万 | 0.04% | 2,434 | -15 | -0.6% | -$2,912 | 减仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $46.47万 | 0.04% | 930 | -21 | -2.2% | -$1.05万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $45.75万 | 0.04% | 1,048 | -2 | -0.2% | -$873 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $45.37万 | 0.04% | 3,130 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $44.95万 | 0.04% | 7,743 | -1,213 | -13.5% | -$7.04万 | 减仓 |
| DWAS | INVESCO DWA SMALLCAP MOMENTUM ETF | $44.94万 | 0.04% | 4,563 | -664 | -12.7% | -$6.54万 | 减仓 |
| SNOW | SNOWFLAKE INCORPORATED COM SHS | $41.99万 | 0.04% | 2,784 | 8 | 0.3% | $1,207 | 加仓 |
| USFD | US FOODS HLDG CORPORATION | $41.96万 | 0.04% | 4,550 | 9 | 0.2% | $830 | 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 |
| SLV | ISHARES SILVER TRUST | $40.13万 | 0.04% | 5,889 | 120 | 2.1% | $8,177 | 加仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $39.90万 | 0.04% | 4,296 | 1,942 | 82.5% | $18.04万 | 加仓 |
| AEM | AGNICO EAGLE MINES LIMITED (CANADA) | $38.86万 | 0.04% | 1,914 | 24 | 1.3% | $4,873 | 加仓 |
| — | HONEYWELL INTERNATIONAL INCORPORATED | $38.37万 | 0.04% | 1,697 | 84 | 5.2% | $1.90万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $37.66万 | 0.04% | 1,854 | -24 | -1.3% | -$4,875 | 减仓 |
| GRMN | GARMIN LIMITED SHS (SWITZERLAND) | $37.42万 | 0.04% | 1,613 | -15 | -0.9% | -$3,480 | 减仓 |
| PSX | PHILLIPS 66 | $37.10万 | 0.04% | 2,037 | 9 | 0.4% | $1,639 | 加仓 |
| DOCS | DOXIMITY INCORPORATED CLASS A | $36.34万 | 0.03% | 15,598 | -116 | -0.7% | -$2,703 | 减仓 |
| SHOP | SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) | $36.08万 | 0.03% | 3,042 | 17 | 0.6% | $2,017 | 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 |
| ESGU | ISHARES TR ESG AWR MSCI USA | $35.24万 | 0.03% | 2,492 | 798 | 47.1% | $11.28万 | 加仓 |
| OKTA | OKTA INCORPORATED CLASS A | $35.13万 | 0.03% | 4,463 | 89 | 2.0% | $7,005 | 加仓 |
| NOW | SERVICENOW INCORPORATED | $34.38万 | 0.03% | 3,288 | 208 | 6.8% | $2.17万 | 加仓 |
| DAL | DELTA AIR LINES INCORPORATED COM NEW | $34.09万 | 0.03% | 5,128 | 26 | 0.5% | $1,728 | 加仓 |
| VTV | VANGUARD VALUE ETF | $34.07万 | 0.03% | 1,737 | 433 | 33.2% | $8.49万 | 加仓 |
| EQT | EQT CORPORATION | $33.87万 | 0.03% | 5,322 | 113 | 2.2% | $7,191 | 加仓 |
| PEP | PEPSICO INCORPORATED | $33.75万 | 0.03% | 2,173 | 268 | 14.1% | $4.16万 | 加仓 |
| ES | EVERSOURCE ENERGY | $33.68万 | 0.03% | 4,862 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INCORPORATED | $33.54万 | 0.03% | 1,102 | 0 | 0.0% | — | 不变 |
| 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 |
| VONE | VANGUARD RUSSELL 1000 ETF | $33.27万 | 0.03% | 1,127 | 3 | 0.3% | $886 | 加仓 |
| GEV | GE VERNOVA INCORPORATED | $33.16万 | 0.03% | 380 | -7 | -1.8% | -$6,109 | 减仓 |
| C | CITIGROUP INCORPORATED COM NEW | $33.03万 | 0.03% | 2,913 | -256 | -8.1% | -$2.90万 | 减仓 |
| SGOL | ABERDEEN PHYSICAL GOLD SHARES ETF | $32.05万 | 0.03% | 7,184 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A | $31.67万 | 0.03% | 4,723 | 86 | 1.9% | $5,767 | 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 |
| VMC | VULCAN MATLS COMPANY | $30.84万 | 0.03% | 1,132 | 20 | 1.8% | $5,448 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $30.75万 | 0.03% | 4,520 | 26 | 0.6% | $1,769 | 加仓 |
| LOW | LOWES COMPANIES INCORPORATED | $29.33万 | 0.03% | 1,241 | -21 | -1.7% | -$4,964 | 减仓 |
| KKR | KKR & COMPANY INCORPORATED | $28.77万 | 0.03% | 3,110 | 72 | 2.4% | $6,660 | 加仓 |
| ABT | ABBOTT LABORATORIES | $28.55万 | 0.03% | 2,780 | -43 | -1.5% | -$4,415 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $28.02万 | 0.03% | 3,095 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $27.69万 | 0.03% | 819 | 34 | 4.3% | $1.15万 | 加仓 |
| MEDP | MEDPACE HLDGS INCORPORATED | $27.42万 | 0.03% | 571 | 24 | 4.4% | $1.15万 | 加仓 |
| BAC | BANK AMERICA CORPORATION | $26.82万 | 0.03% | 5,501 | 1,244 | 29.2% | $6.06万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG COMPANY | $26.65万 | 0.03% | 26,811 | 0 | 0.0% | — | 不变 |
| 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 |
| NOC | NORTHROP GRUMMAN CORPORATION | $25.45万 | 0.02% | 373 | 8 | 2.2% | $5,458 | 加仓 |
| PFE | PFIZER INCORPORATED | $25.41万 | 0.02% | 9,049 | -635 | -6.6% | -$1.78万 | 减仓 |
| INTC | INTEL CORPORATION | $25.35万 | 0.02% | 5,744 | 50 | 0.9% | $2,207 | 加仓 |
| RGLD | ROYAL GOLD INCORPORATED | $25.16万 | 0.02% | 989 | 2 | 0.2% | $509 | 加仓 |
| EXC | EXELON CORPORATION | $24.93万 | 0.02% | 5,085 | 3 | 0.1% | $147 | 加仓 |
| 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 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $24.87万 | 0.02% | 1,156 | 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 |
| IBTA | IBOTTA INCORPORATED CLASS A COM SHS | $23.98万 | 0.02% | 8,001 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $23.29万 | 0.02% | 1,779 | 332 | 22.9% | $4.35万 | 加仓 |
| DIS | DISNEY WALT COMPANY | $23.19万 | 0.02% | 2,406 | 255 | 11.9% | $2.46万 | 加仓 |