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 |
|---|---|---|---|---|---|---|---|---|
| DASH | DOORDASH INCORPORATED CLASS A | $22.69万 | 0.02% | 1,511 | 40 | 2.7% | $6,006 | 加仓 |
| T | AT&T INCORPORATED | $22.49万 | 0.02% | 7,757 | 6,000 | 341.5% | $17.39万 | 加仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $22.46万 | 0.02% | 4,035 | 6 | 0.1% | $334 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $21.92万 | 0.02% | 5,792 | 171 | 3.0% | $6,471 | 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 |
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | $21.18万 | 0.02% | 3,057 | 221 | 7.8% | $1.53万 | 加仓 |
| SCCO | SOUTHERN COPPER CORPORATION | $20.81万 | 0.02% | 1,210 | 16 | 1.3% | $2,752 | 加仓 |
| BLK | BLACKROCK INCORPORATED | $20.52万 | 0.02% | 213 | 4 | 1.9% | $3,853 | 加仓 |
| FE | FIRSTENERGY CORPORATION | $20.38万 | 0.02% | 4,023 | 76 | 1.9% | $3,850 | 加仓 |
| BA | BOEING COMPANY | $20.24万 | 0.02% | 1,017 | -4 | -0.4% | -$796 | 减仓 |
| 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 |
| SRE | SEMPRA | $19.64万 | 0.02% | 2,021 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $19.61万 | 0.02% | 1,350 | 27 | 2.0% | $3,922 | 加仓 |
| DTM | DT MIDSTREAM INCORPORATED COMMON STOCK | $19.02万 | 0.02% | 1,412 | -56 | -3.8% | -$7,542 | 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 |
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | $18.71万 | 0.02% | 895 | -30 | -3.2% | -$6,271 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $18.63万 | 0.02% | 3,264 | 131 | 4.2% | $7,477 | 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 |
| FISV | FISERV INCORPORATED | $18.53万 | 0.02% | 3,321 | 368 | 12.5% | $2.05万 | 加仓 |
| BP | BP PLC SPONSORED ADR (UNITED KINGDOM) | $17.91万 | 0.02% | 3,811 | 305 | 8.7% | $1.43万 | 加仓 |
| PLD | PROLOGIS INCORPORATED. REIT | $17.89万 | 0.02% | 1,354 | -253 | -15.7% | -$3.34万 | 减仓 |
| CAVA | CAVA GROUP INCORPORATED | $17.86万 | 0.02% | 2,208 | 747 | 51.1% | $6.04万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $17.83万 | 0.02% | 3,611 | 50 | 1.4% | $2,468 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $17.76万 | 0.02% | 255 | 7 | 2.8% | $4,877 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $16.95万 | 0.02% | 4,411 | 1,701 | 62.8% | $6.54万 | 加仓 |
| APP | APPLOVIN CORPORATION COM CLASS A | $16.91万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INCORPORATED | $16.82万 | 0.02% | 5,168 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INCORPORATED | $16.62万 | 0.02% | 492 | -673 | -57.8% | -$22.74万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $16.46万 | 0.02% | 357 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $16.38万 | 0.02% | 5,118 | -268 | -5.0% | -$8,579 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $16.27万 | 0.02% | 269 | 8 | 3.1% | $4,838 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $16.06万 | 0.02% | 1,095 | -131 | -10.7% | -$1.92万 | 减仓 |
| SECT | MAIN SECTOR ROTATION ETF | $15.90万 | 0.02% | 2,633 | 0 | 0.0% | — | 不变 |
| — | AVANTIS CORE MUNICIPAL FIXED INCOME ETF | $15.86万 | 0.02% | 3,463 | 1,281 | 58.7% | $5.87万 | 加仓 |
| GGG | GRACO INCORPORATED | $15.68万 | 0.01% | 1,853 | 6 | 0.3% | $508 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $15.61万 | 0.01% | 8,088 | 359 | 4.6% | $6,929 | 加仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $15.41万 | 0.01% | 3,725 | 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 |
| PAG | PENSKE AUTOMOTIVE GRP INCORPORATED | $15.12万 | 0.01% | 1,011 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST INFLATION PROTECTED SECS ETF | $15.07万 | 0.01% | 3,611 | 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 |
| DE | DEERE & COMPANY | $14.76万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $14.46万 | 0.01% | 1,103 | -209 | -15.9% | -$2.74万 | 减仓 |
| — | BONDBLOXX ETF TR | $14.44万 | 0.01% | 3,708 | -247 | -6.2% | -$9,622 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIGH | $14.34万 | 0.01% | 14,097 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $13.90万 | 0.01% | 531 | -39 | -6.8% | -$1.02万 | 减仓 |
| ULTA | ULTA BEAUTY INCORPORATED | $13.43万 | 0.01% | 257 | 1 | 0.4% | $523 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $13.32万 | 0.01% | 2,867 | 2,129 | 288.5% | $9.89万 | 加仓 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $13.30万 | 0.01% | 1,717 | -1,413 | -45.1% | -$10.95万 | 减仓 |
| NTAP | NETAPP INCORPORATED | $13.29万 | 0.01% | 1,298 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORPORATION | $13.13万 | 0.01% | 1,828 | 106 | 6.2% | $7,613 | 加仓 |
| GAP | GAP INCORPORATED | $13.09万 | 0.01% | 5,410 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORPORATION | $13.05万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INCORPORATED | $12.98万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $12.80万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $12.60万 | 0.01% | 1,306 | 89 | 7.3% | $8,588 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $12.46万 | 0.01% | 1,144 | 2 | 0.2% | $218 | 加仓 |
| CMI | CUMMINS INCORPORATED | $12.37万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORPORATION | $12.36万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $12.23万 | 0.01% | 2,710 | -180 | -6.2% | -$8,120 | 减仓 |
| GM | GENERAL MTRS COMPANY | $12.19万 | 0.01% | 1,636 | 156 | 10.5% | $1.16万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $12.18万 | 0.01% | 7,667 | 66 | 0.9% | $1,048 | 加仓 |
| DOV | DOVER CORPORATION | $11.91万 | 0.01% | 571 | 8 | 1.4% | $1,669 | 加仓 |
| LIN | LINDE PLC SHS (IRELAND) | $11.62万 | 0.01% | 234 | 179 | 325.5% | $8.89万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $11.56万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $11.25万 | 0.01% | 2,664 | 19 | 0.7% | $802 | 加仓 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $11.15万 | 0.01% | 311 | -9 | -2.8% | -$3,227 | 减仓 |
| GNTX | GENTEX CORPORATION | $10.69万 | 0.01% | 4,893 | 1 | 0.0% | $22 | 加仓 |
| SU | SUNCOR ENERGY INCORPORATED NEW (CANADA) | $10.58万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $10.48万 | 0.01% | 1,147 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INCORPORATED COM CLASS A | $10.46万 | 0.01% | 599 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR CORE US AGGBD ET | $10.36万 | 0.01% | 1,044 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE | $10.32万 | 0.01% | 3,077 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $10.17万 | 0.01% | 1,425 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $10.13万 | 0.01% | 917 | 7 | 0.8% | $773 | 加仓 |
| IDEV | ISHARES TR CORE MSCI INTL | $10.07万 | 0.01% | 1,204 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $9.94万 | 0.01% | 279 | -129 | -31.6% | -$4.60万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORPORATION | $9.93万 | 0.01% | 837 | 24 | 3.0% | $2,847 | 加仓 |
| CL | COLGATE PALMOLIVE COMPANY | $9.84万 | 0.01% | 1,155 | -10 | -0.9% | -$852 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $9.61万 | 0.01% | 2,829 | 291 | 11.5% | $9,885 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $9.56万 | 0.01% | 1,936 | 1,936 | — | $9.56万 | 新建仓 |
| IOT | SAMSARA INCORPORATED COM CLASS A | $9.37万 | 0.01% | 2,958 | 117 | 4.1% | $3,708 | 加仓 |
| TGT | TARGET CORPORATION | $9.30万 | 0.01% | 767 | -17 | -2.2% | -$2,061 | 减仓 |
| CNI | CANADIAN NATL RY COMPANY (CANADA) | $9.10万 | 0.01% | 885 | 5 | 0.6% | $514 | 加仓 |
| COF | CAPITAL ONE FINL CORPORATION | $8.92万 | 0.01% | 489 | 16 | 3.4% | $2,918 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $8.89万 | 0.01% | 310 | 1 | 0.3% | $287 | 加仓 |
| XJH | ISHARES TR ESG SELECT SCRE | $8.84万 | 0.01% | 1,947 | 652 | 50.3% | $2.96万 | 加仓 |
| COKE | COCA COLA CONS INCORPORATED | $8.83万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR ESG AWARE MSCI | $8.82万 | 0.01% | 1,876 | 625 | 50.0% | $2.94万 | 加仓 |
| DIS | CALL: DISNEY WALT COMPANY JAN 120 EXP 01/15/27 100 DIS 看涨期权 | $8.62万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORPORATION | $8.48万 | 0.01% | 1,845 | -57 | -3.0% | -$2,620 | 减仓 |
| AJG | GALLAGHER ARTHUR J & COMPANY | $8.40万 | 0.01% | 388 | -2 | -0.5% | -$433 | 减仓 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $8.34万 | 0.01% | 874 | 4 | 0.5% | $382 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $8.28万 | 0.01% | 1,351 | 2 | 0.1% | $123 | 加仓 |
| XLC | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $8.10万 | 0.01% | 730 | 17 | 2.4% | $1,885 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $8.00万 | 0.01% | 403 | 21 | 5.5% | $4,168 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $8.00万 | 0.01% | 1,238 | 9 | 0.7% | $581 | 加仓 |
| RDW | CALL: REDWIRE CORPORATION JAN 10 EXP 01/15/27 100 RDW 看涨期权 | $7.95万 | 0.01% | 300 | 300 | — | $7.95万 | 新建仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $7.94万 | 0.01% | 1,656 | 9 | 0.5% | $431 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $7.84万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |