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 |
|---|---|---|---|---|---|---|---|---|
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $6,614 | 0.00% | 112 | -39 | -25.8% | -$2,303 | 减仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $6,548 | 0.00% | 51 | -6 | -10.5% | -$770 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INCORPORATED | $6,475 | 0.00% | 11 | 8 | 266.7% | $4,709 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $6,461 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR (SPAIN) | $6,452 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $6,449 | 0.00% | 66 | 1 | 1.5% | $98 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $6,412 | 0.00% | 234 | 88 | 60.3% | $2,411 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $6,307 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INCORPORATED CLASS A | $6,300 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $6,196 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $6,181 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORPORATION | $6,039 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| OSUR | ORASURE TECHNOLOGIES INCORPORATED | $6,000 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR USD INV GRDE ETF | $5,994 | 0.00% | 117 | 106 | 963.6% | $5,430 | 加仓 |
| ADSK | AUTODESK INCORPORATED | $5,985 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | $5,953 | 0.00% | 1,210 | 1,210 | — | $5,953 | 新建仓 |
| EMB | ISHARES TR JPMORGAN USD EMG | $5,918 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INCORPORATED | $5,904 | 0.00% | 51 | 48 | 1,600.0% | $5,557 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5,871 | 0.00% | 144 | -59 | -29.1% | -$2,405 | 减仓 |
| FCX | FREEPORT MCMORAN INCORPORATED CLASS B | $5,819 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $5,818 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INCORPORATED CLASS A | $5,760 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INCORPORATED (CANADA) | $5,668 | 0.00% | 102 | 1 | 1.0% | $56 | 加仓 |
| BCS | BARCLAYS PLC ADR (UNITED KINGDOM) | $5,565 | 0.00% | 263 | -34 | -11.4% | -$719 | 减仓 |
| — | VANECK VIDEO GAMING AND ESPORTS ETF | $5,521 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INCORPORATED DEL | $5,499 | 0.00% | 164 | 112 | 215.4% | $3,755 | 加仓 |
| MPWR | MONOLITHIC PWR SYSTEMS INCORPORATED | $5,467 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $5,447 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $5,309 | 0.00% | 53 | 29 | 120.8% | $2,905 | 加仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $5,266 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INCORPORATED COM CLASS A | $5,134 | 0.00% | 993 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR CORE DIV GRWTH | $5,123 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INCORPORATED | $5,058 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR (SPAIN) | $5,047 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $5,031 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INCORPORATED CLASS B | $5,018 | 0.00% | 95 | -1 | -1.0% | -$53 | 减仓 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $4,937 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INCORPORATED. | $4,733 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORPORATION | $4,732 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) | $4,717 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INCORPORATED | $4,712 | 0.00% | 15 | 11 | 275.0% | $3,455 | 加仓 |
| PHM | PULTE GROUP INCORPORATED | $4,704 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INCORPORATED | $4,626 | 0.00% | 32 | -258 | -89.0% | -$3.73万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS (JAPAN) | $4,599 | 0.00% | 271 | -42 | -13.4% | -$713 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CLASS A | $4,540 | 0.00% | 74 | -13 | -14.9% | -$798 | 减仓 |
| MET | METLIFE INCORPORATED | $4,526 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR US INFRASTRUC | $4,487 | 0.00% | 78 | -47 | -37.6% | -$2,704 | 减仓 |
| AMP | AMERIPRISE FINL INCORPORATED | $4,444 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $4,372 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INCORPORATED | $4,362 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INCORPORATED | $4,325 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) | $4,219 | 0.00% | 58 | 49 | 544.4% | $3,564 | 加仓 |
| NTRS | NORTHERN TR CORPORATION | $4,187 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR 0-5 YR TIPS ETF | $4,137 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDOM) | $4,125 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INCORPORATED | $4,122 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INCORPORATED FORMERLY A | $4,099 | 0.00% | 14 | 10 | 250.0% | $2,928 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $4,084 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INCORPORATED | $4,016 | 0.00% | 75 | 18 | 31.6% | $964 | 加仓 |
| LUV | SOUTHWEST AIRLS COMPANY | $4,000 | 0.00% | 106 | 62 | 140.9% | $2,340 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) | $3,989 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $3,976 | 0.00% | 47 | -4 | -7.8% | -$338 | 减仓 |
| E | ENI SPA SPONSORED ADR (ITALY) | $3,963 | 0.00% | 70 | 59 | 536.4% | $3,340 | 加仓 |
| ITA | ISHARES TR US AER DEF ETF | $3,938 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR (DENMARK) | $3,883 | 0.00% | 106 | -112 | -51.4% | -$4,103 | 减仓 |
| S | SENTINELONE INCORPORATED CLASS A | $3,864 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INCORPORATED | $3,828 | 0.00% | 21 | -1 | -4.5% | -$182 | 减仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LIMITED COM NEW (CANADA) | $3,800 | 0.00% | 2,000 | 2,000 | — | $3,800 | 新建仓 |
| SW | SMURFIT WESTROCK PLC SHS (IRELAND) | $3,786 | 0.00% | 95 | 95 | — | $3,786 | 新建仓 |
| NDAQ | NASDAQ INCORPORATED | $3,735 | 0.00% | 44 | -312 | -87.6% | -$2.65万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD (CAYMAN ISLANDS) | $3,660 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LIMITED MED TERM (CANADA) | $3,606 | 0.00% | 74 | -21 | -22.1% | -$1,023 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $3,584 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $3,545 | 0.00% | 91 | 91 | — | $3,545 | 新建仓 |
| VTRS | VIATRIS INCORPORATED | $3,532 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INCORPORATED CLASS A | $3,446 | 0.00% | 40 | 16 | 66.7% | $1,378 | 加仓 |
| SONY | SONY GROUP CORPORATION SPONSORED ADR (JAPAN) | $3,416 | 0.00% | 165 | -12 | -6.8% | -$248 | 减仓 |
| SMIG | BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF | $3,405 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG NAMEN AKT A (SWITZERLAND) | $3,402 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INCORPORATED | $3,378 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INCORPORATED CLASS A | $3,363 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR (AUSTRALIA) | $3,343 | 0.00% | 140 | 140 | — | $3,343 | 新建仓 |
| GWW | WW GRAINGER INCORPORATED | $3,272 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED | $3,271 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORPORATION | $3,203 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INCORPORATED COMMON STOCK | $3,201 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INCORPORATED SPONSORED ADR | $3,200 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL COMPANY LIMITED SPONSORED ADS (JAPAN) | $3,130 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $3,130 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORPORATION | $3,091 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND COMPANY | $3,053 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR (IRELAND) | $3,006 | 0.00% | 52 | -1 | -1.9% | -$58 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INCORPORATED SPONSORED ADR | $2,982 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORPORATION CLASS A REIT | $2,926 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA SPONSORED ADR (BRAZIL) | $2,920 | 0.00% | 1,000 | 1,000 | — | $2,920 | 新建仓 |
| RELX | RELX PLC SPONSORED ADR (UNITED KINGDOM) | $2,917 | 0.00% | 88 | -33 | -27.3% | -$1,094 | 减仓 |
| ILMN | ILLUMINA INCORPORATED | $2,835 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INCORPORATED COM CLASS A | $2,832 | 0.00% | 76 | 76 | — | $2,832 | 新建仓 |
| CHWY | CHEWY INCORPORATED CLASS A | $2,808 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INCORPORATED | $2,798 | 0.00% | 83 | 0 | 0.0% | — | 不变 |