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 |
|---|---|---|---|---|---|---|---|---|
| BOW | BOWHEAD SPECIALTY HLDGS INCORPORATED COM SHS | $3.36万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $3.35万 | 0.00% | 363 | -2 | -0.5% | -$185 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3.33万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | $3.27万 | 0.00% | 330 | 7 | 2.2% | $693 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3.21万 | 0.00% | 1,298 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $3.18万 | 0.00% | 316 | 316 | — | $3.18万 | 新建仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $3.14万 | 0.00% | 629 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORPORATION | $3.13万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INCORPORATED | $3.12万 | 0.00% | 66 | 53 | 407.7% | $2.51万 | 加仓 |
| — | GAMCO NAT RES GOLD & INCOME TR SH BEN INT | $3.12万 | 0.00% | 3,738 | 81 | 2.2% | $676 | 加仓 |
| EMR | EMERSON ELEC COMPANY | $3.11万 | 0.00% | 237 | 20 | 9.2% | $2,620 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $3.10万 | 0.00% | 293 | 1 | 0.3% | $106 | 加仓 |
| Q | QNITY ELECTRONICS INCORPORATED COMMON STOCK | $3.08万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $3.08万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| AVUS | AVANTIS U.S. EQUITY ETF | $3.06万 | 0.00% | 276 | 1 | 0.4% | $111 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | $3.04万 | 0.00% | 23 | 1 | 4.5% | $1,321 | 加仓 |
| AFL | AFLAC INCORPORATED | $2.98万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $2.95万 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR S&P MC 400GR ETF | $2.95万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INCORPORATED. CLASS A | $2.94万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORPORATION CLASS A | $2.93万 | 0.00% | 232 | 114 | 96.6% | $1.44万 | 加仓 |
| UUUU | ENERGY FUELS INCORPORATED COM NEW (CANADA) | $2.92万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INCORPORATED COM CLASS A | $2.90万 | 0.00% | 1,280 | 192 | 17.6% | $4,356 | 加仓 |
| IMCG | ISHARES TR MRGSTR MD CP GRW | $2.89万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2.87万 | 0.00% | 208 | 1 | 0.5% | $138 | 加仓 |
| XBB | BONDBLOXX BB-RATED USD HIGH YIELD CORP BOND ETF | $2.86万 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS (UNITED KINGDOM) | $2.83万 | 0.00% | 304 | 43 | 16.5% | $3,999 | 加仓 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $2.82万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY | $2.82万 | 0.00% | 604 | 1 | 0.2% | $47 | 加仓 |
| AUR | AURORA INNOVATION INCORPORATED CLASS A COM | $2.68万 | 0.00% | 6,500 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INCORPORATED | $2.67万 | 0.00% | 336 | 22 | 7.0% | $1,750 | 加仓 |
| IR | INGERSOLL RAND INCORPORATED | $2.67万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $2.67万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INCORPORATED CLASS A | $2.65万 | 0.00% | 1,000 | -1 | -0.1% | -$27 | 减仓 |
| ARCC | ARES CAPITAL CORPORATION | $2.62万 | 0.00% | 1,453 | 38 | 2.7% | $685 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTI | $2.58万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| — | RJ EAGLE MUNICIPAL INCOME ETF | $2.53万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORPORATION | $2.52万 | 0.00% | 660 | 600 | 1,000.0% | $2.29万 | 加仓 |
| WFC | WELLS FARGO & COMPANY | $2.52万 | 0.00% | 316 | -8 | -2.5% | -$637 | 减仓 |
| FTNT | FORTINET INCORPORATED | $2.50万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| — | RJ EAGLE VERTICAL INCOME ETF | $2.49万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR FUTURE AI & TECH | $2.48万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INCORPORATED REIT | $2.45万 | 0.00% | 361 | 5 | 1.4% | $340 | 加仓 |
| — | DUPONT DE NEMOURS INCORPORATED | $2.45万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $2.44万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INCORPORATED | $2.44万 | 0.00% | 219 | -7 | -3.1% | -$779 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.43万 | 0.00% | 431 | 36 | 9.1% | $2,027 | 加仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $2.42万 | 0.00% | 249 | 1 | 0.4% | $97 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT CLASS A REIT | $2.41万 | 0.00% | 864 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC COM CLASS A | $2.34万 | 0.00% | 836 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INCORPORATED CLASS A | $2.31万 | 0.00% | 178 | -21 | -10.6% | -$2,728 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INCORPORATED | $2.30万 | 0.00% | 151 | 19 | 14.4% | $2,898 | 加仓 |
| DDOG | DATADOG INCORPORATED CLASS A COM | $2.25万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR EAFE VALUE ETF | $2.25万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR SELECT DIVID ETF | $2.18万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORPORATION COM SHS | $2.18万 | 0.00% | 334 | 20 | 6.4% | $1,304 | 加仓 |
| QBTS | D-WAVE QUANTUM INCORPORATED | $2.17万 | 0.00% | 1,501 | 1 | 0.1% | $14 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INCORPORATED | $2.12万 | 0.00% | 75 | 70 | 1,400.0% | $1.98万 | 加仓 |
| PRU | PRUDENTIAL FINL INCORPORATED | $2.11万 | 0.00% | 216 | 2 | 0.9% | $196 | 加仓 |
| SYM | SYMBOTIC INCORPORATED CLASS A COM | $2.11万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR IBOXX INV CP ETF | $2.09万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $2.08万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY DEL | $2.07万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORPORATION | $2.06万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR MSCI USA MIN VOL | $2.05万 | 0.00% | 221 | -4 | -1.8% | -$371 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | $2.03万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR EAFE SML CP ETF | $2.01万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $2.00万 | 0.00% | 384 | 384 | — | $2.00万 | 新建仓 |
| IUSV | ISHARES TR CORE S&P US VLU | $1.99万 | 0.00% | 195 | 125 | 178.6% | $1.28万 | 加仓 |
| WY | WEYERHAEUSER COMPANY COM NEW REIT | $1.95万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| GEL | GENESIS ENERGY L P UNIT LTD PARTN | $1.92万 | 0.00% | 1,074 | 11 | 1.0% | $196 | 加仓 |
| OEF | ISHARES TR S&P 100 ETF | $1.91万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.90万 | 0.00% | 384 | 384 | — | $1.90万 | 新建仓 |
| CMS | CMS ENERGY CORPORATION | $1.89万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR 10-20 YR TRS ETF | $1.88万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDUSTRIES INCORPORATED | $1.86万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORPORATION REIT | $1.85万 | 0.00% | 107 | 77 | 256.7% | $1.33万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $1.84万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $1.83万 | 0.00% | 257 | 20 | 8.4% | $1,424 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $1.83万 | 0.00% | 59 | 3 | 5.4% | $930 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $1.82万 | 0.00% | 188 | -192 | -50.5% | -$1.86万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $1.81万 | 0.00% | 110 | -3 | -2.7% | -$494 | 减仓 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $1.76万 | 0.00% | 261 | 76 | 41.1% | $5,137 | 加仓 |
| YUMC | YUM CHINA HLDGS INCORPORATED | $1.74万 | 0.00% | 357 | 36 | 11.2% | $1,756 | 加仓 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $1.70万 | 0.00% | 94 | 1 | 1.1% | $181 | 加仓 |
| MSTR | STRATEGY INCORPORATED CLASS A NEW | $1.70万 | 0.00% | 136 | -1 | -0.7% | -$125 | 减仓 |
| OTIS | OTIS WORLDWIDE CORPORATION | $1.67万 | 0.00% | 217 | 20 | 10.2% | $1,542 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $1.67万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.66万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INCORPORATED | $1.66万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INCORPORATED COM SER A | $1.65万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD (IRELAND) | $1.64万 | 0.00% | 74 | -1 | -1.3% | -$221 | 减仓 |
| XYZ | BLOCK INCORPORATED CLASS A | $1.64万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INCORPORATED MSCI EMERG MRKT | $1.60万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR PFD AND INCM SEC | $1.58万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V (NETHERLANDS) | $1.53万 | 0.00% | 45 | 11 | 32.4% | $3,748 | 加仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1.53万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US CASH COWS 100 ETF | $1.50万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEMS INCORPORATED | $1.50万 | 0.00% | 54 | -11 | -16.9% | -$3,057 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $1.49万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |