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 |
|---|---|---|---|---|---|---|---|---|
| SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | $2,798 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2,744 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORPORATION | $2,706 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INCORPORATED | $2,695 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LIMITED (CAYMAN ISLANDS) | $2,695 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR DOW JONES US ETF | $2,694 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL COMPANY | $2,691 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS COMPANY | $2,668 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORPORATION REIT | $2,631 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INCORPORATED | $2,603 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INCORPORATED CLASS A COM | $2,580 | 0.00% | 1,500 | 1,500 | — | $2,580 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INCORPORATED | $2,578 | 0.00% | 28 | 10 | 55.6% | $921 | 加仓 |
| IP | INTERNATIONAL PAPER COMPANY | $2,570 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | $2,551 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $2,526 | 0.00% | 137 | 2 | 1.5% | $37 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,522 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $2,517 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC ADR (UNITED KINGDOM) | $2,417 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 | $2,402 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR TIPS BD ETF | $2,384 | 0.00% | 22 | -11 | -33.3% | -$1,192 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INCORPORATED | $2,358 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYSTEMS INCORPORATED DEL | $2,353 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 (SWEDEN) | $2,344 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | $2,317 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK | $2,308 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) | $2,295 | 0.00% | 154 | -46 | -23.0% | -$686 | 减仓 |
| VEEV | VEEVA SYSTEMS INCORPORATED CLASS A COM | $2,284 | 0.00% | 13 | -2 | -13.3% | -$351 | 减仓 |
| IDXX | IDEXX LABS INCORPORATED | $2,248 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INCORPORATED | $2,245 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $2,238 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER L CLASS A | $2,231 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INCORPORATED COM SHS (CAYMAN ISLANDS) | $2,224 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KT | KT CORPORATION SPONSORED ADR (KOREA (SOUTH)) | $2,209 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR (NETHERLANDS) | $2,191 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORPORATION | $2,188 | 0.00% | 7 | 3 | 75.0% | $938 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $2,184 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADS | $2,169 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORPORATION | $2,161 | 0.00% | 123 | 41 | 50.0% | $720 | 加仓 |
| EXPD | EXPEDITORS INTERNATIONAL WASH INCORPORATED | $2,148 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DBEU | XTRACKERS MSCI EUROPE HEDGED EQUITY ETF | $2,144 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) | $2,085 | 0.00% | 28 | 27 | 2,700.0% | $2,011 | 加仓 |
| GIS | GENERAL MILLS INCORPORATED | $2,084 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INCORPORATED | $2,075 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS | $2,045 | 0.00% | 46 | 46 | — | $2,045 | 新建仓 |
| ORI | OLD REP INTERNATIONAL CORPORATION | $2,035 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORPORATION SPONSORED ADR (JAPAN) | $2,009 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORPORATION | $1,988 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $1,981 | 0.00% | 10 | 10 | — | $1,981 | 新建仓 |
| RSG | REPUBLIC SVCS INCORPORATED | $1,971 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INCORPORATED | $1,957 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL-CAP VALUE ETF | $1,955 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA SPONSORED ADR (NORWAY) | $1,941 | 0.00% | 46 | -5 | -9.8% | -$211 | 减仓 |
| CFR | CULLEN FROST BANKERS INCORPORATED | $1,919 | 0.00% | 14 | -1 | -6.7% | -$137 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1,916 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INCORPORATED | $1,914 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| R | RYDER SYSTEMS INCORPORATED | $1,842 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INCORPORATED COM NEW | $1,837 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INCORPORATED | $1,834 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INCORPORATED CLASS A COM | $1,814 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INCORPORATED COM NEW | $1,809 | 0.00% | 51 | -2 | -3.8% | -$71 | 减仓 |
| OKE | ONEOK INCORPORATED NEW | $1,808 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INCORPORATED | $1,807 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS (UNITED KINGDOM) | $1,772 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORPORATION (CANADA) | $1,765 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORPORATION | $1,755 | 0.00% | 7 | -3 | -30.0% | -$752 | 减仓 |
| PDD | PDD HOLDINGS INCORPORATED SPONSORED ADS | $1,737 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INCORPORATED | $1,736 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INCORPORATED | $1,731 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INCORPORATED | $1,729 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INCORPORATED (CANADA) | $1,690 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORPORATION WIS | $1,680 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INCORPORATED | $1,654 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INCORPORATED | $1,586 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INCORPORATED COMMON STOCK | $1,574 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INCORPORATED | $1,573 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INCORPORATED SHS (MARSHALL ISLANDS) | $1,568 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INCORPORATED | $1,563 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTERNATIONAL INCORPORATED (CANADA) | $1,507 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORPORATION | $1,486 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORPORATION | $1,447 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INCORPORATED | $1,442 | 0.00% | 16 | 16 | — | $1,442 | 新建仓 |
| UGI | UGI CORPORATION NEW | $1,420 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INCORPORATED | $1,405 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP | $1,401 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INCORPORATED COMMON STOCK NEW | $1,400 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INCORPORATED | $1,390 | 0.00% | 200 | 200 | — | $1,390 | 新建仓 |
| PCAR | PACCAR INCORPORATED | $1,386 | 0.00% | 12 | -5 | -29.4% | -$578 | 减仓 |
| CSIQ | CANADIAN SOLAR INCORPORATED (CANADA) | $1,385 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $1,372 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INCORPORATED | $1,351 | 0.00% | 30 | 30 | — | $1,351 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM (CANADA) | $1,327 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INCORPORATED | $1,315 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INCORPORATED REIT | $1,308 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INCORPORATED | $1,285 | 0.00% | 17 | -1 | -5.6% | -$76 | 减仓 |
| XPEV | XPENG INCORPORATED ADS (CAYMAN ISLANDS) | $1,283 | 0.00% | 75 | 75 | — | $1,283 | 新建仓 |
| TSN | TYSON FOODS INCORPORATED CLASS A | $1,281 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A SPONSORED ADS (LUXEMBOURG) | $1,280 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH (LUXEMBOURG) | $1,248 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY COMPANY LIMITED SPONS ADR REP (KOREA (SOUTH)) | $1,242 | 0.00% | 320 | 320 | — | $1,242 | 新建仓 |
| SHY | ISHARES TR 1 3 YR TREAS BD | $1,239 | 0.00% | 15 | 0 | 0.0% | — | 不变 |