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 |
|---|---|---|---|---|---|---|---|---|
| BIDU | BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) | $7.80万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INCORPORATED | $7.73万 | 0.01% | 1,203 | -18 | -1.5% | -$1,156 | 减仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $7.51万 | 0.01% | 1,100 | 1,100 | — | $7.51万 | 新建仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $7.36万 | 0.01% | 1,236 | -171 | -12.2% | -$1.02万 | 减仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $7.24万 | 0.01% | 1,250 | 1,250 | — | $7.24万 | 新建仓 |
| KLAC | KLA CORPORATION COM NEW | $7.07万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $7.00万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INCORPORATED REIT | $6.98万 | 0.01% | 71 | 1 | 1.4% | $984 | 加仓 |
| IEI | ISHARES TR 3 7 YR TREAS BD | $6.91万 | 0.01% | 583 | 4 | 0.7% | $474 | 加仓 |
| LMND | LEMONADE INCORPORATED | $6.89万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORPORATION | $6.83万 | 0.01% | 708 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INCORPORATED CLASS A | $6.75万 | 0.01% | 1,333 | -27 | -2.0% | -$1,368 | 减仓 |
| TGTX | TG THERAPEUTICS INCORPORATED | $6.71万 | 0.01% | 2,019 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORPORATION | $6.66万 | 0.01% | 1,621 | -62 | -3.7% | -$2,546 | 减仓 |
| IUSG | ISHARES TR CORE S&P US GWT | $6.64万 | 0.01% | 428 | 76 | 21.6% | $1.18万 | 加仓 |
| CCJ | CAMECO CORPORATION (CANADA) | $6.64万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $6.58万 | 0.01% | 626 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES INCORPORATED | $6.58万 | 0.01% | 615 | -12 | -1.9% | -$1,283 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INCORPORATED | $6.54万 | 0.01% | 3,826 | 43 | 1.1% | $735 | 加仓 |
| TTC | TORO COMPANY | $6.54万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| AVLC | AVANTIS U S LARGE CAP EQUITY ETF | $6.38万 | 0.01% | 823 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INCORPORATED | $6.36万 | 0.01% | 373 | 23 | 6.6% | $3,922 | 加仓 |
| MFC | MANULIFE FINL CORPORATION (CANADA) | $6.33万 | 0.01% | 1,839 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INCORPORATED CLASS A | $6.33万 | 0.01% | 1,448 | 89 | 6.5% | $3,892 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $6.19万 | 0.01% | 2,017 | 1,390 | 221.7% | $4.26万 | 加仓 |
| EMN | EASTMAN CHEMICAL COMPANY | $6.16万 | 0.01% | 807 | -23 | -2.8% | -$1,755 | 减仓 |
| JBL | JABIL INCORPORATED | $6.15万 | 0.01% | 232 | 1 | 0.4% | $265 | 加仓 |
| HPQ | HP INCORPORATED | $6.12万 | 0.01% | 3,185 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $6.11万 | 0.01% | 978 | 103 | 11.8% | $6,434 | 加仓 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $6.10万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INCORPORATED | $6.08万 | 0.01% | 529 | -4 | -0.8% | -$460 | 减仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $6.04万 | 0.01% | 2,105 | 52 | 2.5% | $1,493 | 加仓 |
| BE | BLOOM ENERGY CORPORATION COM CLASS A | $5.89万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $5.89万 | 0.01% | 1,500 | 1,500 | — | $5.89万 | 新建仓 |
| LEN | LENNAR CORPORATION CLASS A | $5.83万 | 0.01% | 672 | -605 | -47.4% | -$5.25万 | 减仓 |
| ENB | ENBRIDGE INCORPORATED (CANADA) | $5.82万 | 0.01% | 1,076 | -358 | -25.0% | -$1.94万 | 减仓 |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $5.82万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| HNRG | HALLADOR ENERGY COMPANY | $5.80万 | 0.01% | 3,562 | -599 | -14.4% | -$9,752 | 减仓 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $5.72万 | 0.01% | 456 | 25 | 5.8% | $3,137 | 加仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $5.65万 | 0.01% | 1,224 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR EXPND TEC SC ETF | $5.64万 | 0.01% | 476 | -38 | -7.4% | -$4,504 | 减仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $5.62万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $5.56万 | 0.01% | 1,181 | 6 | 0.5% | $282 | 加仓 |
| XCCC | BONDBLOXX ETF TR | $5.53万 | 0.01% | 1,520 | -67 | -4.2% | -$2,439 | 减仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $5.48万 | 0.01% | 485 | -330 | -40.5% | -$3.73万 | 减仓 |
| SYK | STRYKER CORPORATION | $5.45万 | 0.01% | 166 | 12 | 7.8% | $3,939 | 加仓 |
| TEM | TEMPUS AI INCORPORATED CLASS A | $5.43万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $5.32万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR SHS | $5.31万 | 0.01% | 3,352 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INCORPORATED | $5.30万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GENERAL ELEC COMPANY COM NEW | $5.28万 | 0.01% | 1,000 | 996 | 24,900.0% | $5.26万 | 加仓 |
| TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $5.26万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $5.26万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $5.23万 | 0.00% | 136 | 4 | 3.0% | $1,537 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $5.21万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $5.20万 | 0.00% | 700 | 650 | 1,300.0% | $4.83万 | 加仓 |
| COP | CONOCOPHILLIPS | $5.18万 | 0.00% | 393 | -5 | -1.3% | -$659 | 减仓 |
| JD | JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) | $5.17万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INCORPORATED | $5.14万 | 0.00% | 146 | -104 | -41.6% | -$3.66万 | 减仓 |
| AON | AON PLC SHS CL A (IRELAND) | $5.13万 | 0.00% | 159 | -1 | -0.6% | -$323 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $5.07万 | 0.00% | 1,106 | 133 | 13.7% | $6,102 | 加仓 |
| RBA | RB GLOBAL INCORPORATED (CANADA) | $4.99万 | 0.00% | 521 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $4.99万 | 0.00% | 172 | -3 | -1.7% | -$870 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $4.92万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| — | RJ EAGLE GCM DIVIDEND SELECT INCOME ETF | $4.88万 | 0.00% | 1,826 | 1,826 | — | $4.88万 | 新建仓 |
| CCL | CARNIVAL CORPORATION COMMON STOCK (PANAMA) | $4.76万 | 0.00% | 1,838 | 1,063 | 137.2% | $2.75万 | 加仓 |
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | $4.73万 | 0.00% | 273 | -98 | -26.4% | -$1.70万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4.68万 | 0.00% | 731 | 87 | 13.5% | $5,573 | 加仓 |
| NOK | NOKIA CORPORATION SPONSORED ADR (FINLAND) | $4.61万 | 0.00% | 5,730 | 130 | 2.3% | $1,045 | 加仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $4.57万 | 0.00% | 567 | -41 | -6.7% | -$3,304 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INCORPORATED | $4.45万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INCORPORATED | $4.45万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $4.41万 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| PCMM | BONDBLOXX PRIVATE CREDIT CLO ETF | $4.39万 | 0.00% | 893 | 893 | — | $4.39万 | 新建仓 |
| CCI | CROWN CASTLE INCORPORATED REIT | $4.37万 | 0.00% | 538 | -17 | -3.1% | -$1,382 | 减仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $4.35万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORPORATION (CANADA) | $4.32万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $4.28万 | 0.00% | 846 | 846 | — | $4.28万 | 新建仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $4.26万 | 0.00% | 739 | -409 | -35.6% | -$2.36万 | 减仓 |
| TWLO | TWILIO INCORPORATED CLASS A | $4.25万 | 0.00% | 338 | -4 | -1.2% | -$503 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP INCORPORATED COM NEW | $4.23万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR NATIONAL MUN ETF | $4.21万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORPORATION | $4.03万 | 0.00% | 45 | 9 | 25.0% | $8,057 | 加仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $4.00万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES INCORPORATED | $4.00万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INCORPORATED | $3.98万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INCORPORATED REIT | $3.95万 | 0.00% | 200 | 32 | 19.0% | $6,327 | 加仓 |
| ACMR | ACM RESH INCORPORATED COM CLASS A | $3.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $3.89万 | 0.00% | 719 | 81 | 12.7% | $4,379 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.81万 | 0.00% | 465 | 1 | 0.2% | $82 | 加仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $3.79万 | 0.00% | 140 | 14 | 11.1% | $3,788 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INCORPORATED REIT | $3.76万 | 0.00% | 2,522 | -87 | -3.3% | -$1,296 | 减仓 |
| ICF | ISHARES TR SELECT US REIT | $3.73万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $3.67万 | 0.00% | 1,461 | 2 | 0.1% | $50 | 加仓 |
| TAN | INVESCO SOLAR ETF | $3.62万 | 0.00% | 650 | 650 | — | $3.62万 | 新建仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $3.62万 | 0.00% | 1,099 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INCORPORATED COM SHS | $3.56万 | 0.00% | 467 | 15 | 3.3% | $1,142 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $3.50万 | 0.00% | 236 | 32 | 15.7% | $4,739 | 加仓 |
| MBB | ISHARES TR MBS ETF | $3.44万 | 0.00% | 362 | 1 | 0.3% | $95 | 加仓 |
| OC | OWENS CORNING NEW | $3.41万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |