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 |
|---|---|---|---|---|---|---|---|---|
| ATO | ATMOS ENERGY CORPORATION | $1.48万 | 0.00% | 80 | 72 | 900.0% | $1.33万 | 加仓 |
| CPNG | COUPANG INCORPORATED CLASS A | $1.47万 | 0.00% | 777 | 21 | 2.8% | $396 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1.42万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| AVIG | AVANTIS CORE FIXED INCOME ETF | $1.42万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORPORATION ADS (JAPAN) | $1.40万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1.39万 | 0.00% | 237 | 237 | — | $1.39万 | 新建仓 |
| ADBE | ADOBE INCORPORATED | $1.39万 | 0.00% | 57 | 4 | 7.5% | $972 | 加仓 |
| MCK | MCKESSON CORPORATION | $1.38万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $1.38万 | 0.00% | 42 | 5 | 13.5% | $1,643 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $1.36万 | 0.00% | 1,252 | 1,252 | — | $1.36万 | 新建仓 |
| CRMD | CORMEDIX INCORPORATED | $1.36万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INCORPORATED | $1.34万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | PRESURANCE HOLDINGS INCORPORATED | $1.33万 | 0.00% | 26,189 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.33万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORPORATION | $1.33万 | 0.00% | 205 | -154 | -42.9% | -$1.00万 | 减仓 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $1.32万 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INCORPORATED | $1.29万 | 0.00% | 209 | -13 | -5.9% | -$804 | 减仓 |
| SKYY | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $1.27万 | 0.00% | 116 | -16 | -12.1% | -$1,750 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.26万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $1.26万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $1.26万 | 0.00% | 161 | 161 | — | $1.26万 | 新建仓 |
| BN | BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) | $1.26万 | 0.00% | 311 | 276 | 788.6% | $1.12万 | 加仓 |
| OKLO | OKLO INCORPORATED COM CLASS A | $1.24万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| KR | KROGER COMPANY | $1.24万 | 0.00% | 171 | 41 | 31.5% | $2,967 | 加仓 |
| ROST | ROSS STORES INCORPORATED | $1.23万 | 0.00% | 57 | 32 | 128.0% | $6,932 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $1.22万 | 0.00% | 246 | 246 | — | $1.22万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR (SWITZERLAND) | $1.22万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $1.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORPORATION | $1.20万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORPORATION NEW | $1.20万 | 0.00% | 107 | 71 | 197.2% | $7,978 | 加仓 |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $1.19万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INCORPORATED | $1.17万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORPORATION | $1.17万 | 0.00% | 59 | 14 | 31.1% | $2,775 | 加仓 |
| VIRT | VIRTU FINL INCORPORATED CLASS A | $1.14万 | 0.00% | 259 | 2 | 0.8% | $88 | 加仓 |
| BDX | BECTON DICKINSON & COMPANY | $1.13万 | 0.00% | 72 | 11 | 18.0% | $1,732 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INCORPORATED | $1.09万 | 0.00% | 36 | 12 | 50.0% | $3,649 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $1.09万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $1.07万 | 0.00% | 471 | 3 | 0.6% | $68 | 加仓 |
| APA | APA CORPORATION | $1.07万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR CORE INTL AGGR | $1.06万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1.05万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INCORPORATED | $1.04万 | 0.00% | 78 | -1 | -1.3% | -$133 | 减仓 |
| GSK | GSK PLC SPONSORED ADR (UNITED KINGDOM) | $1.04万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | $1.04万 | 0.00% | 689 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1.02万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $1.01万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD COM SHS | $1.01万 | 0.00% | 2,175 | 2,175 | — | $1.01万 | 新建仓 |
| RPM | RPM INTERNATIONAL INCORPORATED | $1.00万 | 0.00% | 101 | -1 | -1.0% | -$99 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $1.00万 | 0.00% | 39 | -9 | -18.8% | -$2,316 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INCORPORATED CLASS A NEW | $9,989 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INCORPORATED CLASS A | $9,921 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORPORATION CLASS A | $9,898 | 0.00% | 175 | -5 | -2.8% | -$283 | 减仓 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $9,891 | 0.00% | 38 | -1 | -2.6% | -$260 | 减仓 |
| HL | HECLA MINING COMPANY | $9,788 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORPORATION CLASS A | $9,676 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $9,635 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $9,550 | 0.00% | 51 | -15 | -22.7% | -$2,809 | 减仓 |
| KBWB | INVESCO KBW BANK ETF | $9,545 | 0.00% | 121 | -57 | -32.0% | -$4,496 | 减仓 |
| AOA | ISHARES TR CORE 80/20 AGGRE | $9,537 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | $9,492 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $9,316 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $9,229 | 0.00% | 182 | -66 | -26.6% | -$3,347 | 减仓 |
| QXO | QXO INCORPORATED COM NEW | $9,225 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INCORPORATED COM NEW | $9,040 | 0.00% | 1,000 | -500 | -33.3% | -$4,520 | 减仓 |
| TTE | TOTALENERGIES SE ACT (FRANCE) | $8,916 | 0.00% | 98 | 34 | 53.1% | $3,093 | 加仓 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $8,828 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INCORPORATED | $8,784 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $8,782 | 0.00% | 226 | 226 | — | $8,782 | 新建仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $8,746 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $8,721 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORPORATION NEW | $8,540 | 0.00% | 170 | -187 | -52.4% | -$9,394 | 减仓 |
| ZTS | ZOETIS INCORPORATED CLASS A | $8,156 | 0.00% | 69 | 23 | 50.0% | $2,719 | 加仓 |
| FSLR | FIRST SOLAR INCORPORATED | $7,890 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON COMPANY | $7,841 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK (CURACAO) | $7,709 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR (GERMANY) | $7,704 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $7,688 | 0.00% | 96 | -9 | -8.6% | -$721 | 减仓 |
| IGV | ISHARES TR EXPANDED TECH | $7,685 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION DEL | $7,584 | 0.00% | 40 | 14 | 53.8% | $2,654 | 加仓 |
| WDC | WESTERN DIGITAL CORPORATION | $7,574 | 0.00% | 28 | 18 | 180.0% | $4,869 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) | $7,558 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $7,426 | 0.00% | 127 | 51 | 67.1% | $2,982 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $7,348 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INCORPORATED CLASS A | $7,336 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INCORPORATED CLASS A | $7,315 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INCORPORATED | $7,196 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INCORPORATED | $7,077 | 0.00% | 180 | 32 | 21.6% | $1,258 | 加仓 |
| AA | ALCOA CORPORATION | $7,065 | 0.00% | 107 | 1 | 0.9% | $66 | 加仓 |
| JOBY | JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS) | $7,062 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INCORPORATED COMMON STOCK | $7,062 | 0.00% | 503 | 3 | 0.6% | $42 | 加仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $7,056 | 0.00% | 308 | -692 | -69.2% | -$1.59万 | 减仓 |
| INTU | INTUIT | $7,035 | 0.00% | 16 | -11 | -40.7% | -$4,837 | 减仓 |
| MCO | MOODYS CORPORATION | $6,980 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INCORPORATED | $6,944 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | $6,893 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $6,881 | 0.00% | 14 | 7 | 100.0% | $3,440 | 加仓 |
| — | VIRTUS TOTAL RETURN FD INCORPORATED | $6,878 | 0.00% | 1,039 | 1,039 | — | $6,878 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY (CANADA) | $6,686 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $6,656 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR (NETHERLANDS) | $6,617 | 0.00% | 254 | -10 | -3.8% | -$261 | 减仓 |