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 |
|---|---|---|---|---|---|---|---|---|
| EXE | EXPAND ENERGY CORPORATION | $1,208 | 0.00% | 11 | 11 | — | $1,208 | 新建仓 |
| DECK | DECKERS OUTDOOR CORPORATION | $1,201 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INCORPORATED | $1,191 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INCORPORATED. (CANADA) | $1,189 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LIMITED SPONSORED ADS | $1,188 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INCORPORATED | $1,183 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $1,176 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INCORPORATED | $1,172 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED | $1,145 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $1,143 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INCORPORATED | $1,140 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $1,136 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INCORPORATED | $1,131 | 0.00% | 25 | -18 | -41.9% | -$814 | 减仓 |
| PATH | UIPATH INCORPORATED CLASS A | $1,110 | 0.00% | 100 | 100 | — | $1,110 | 新建仓 |
| ALK | ALASKA AIR GROUP INCORPORATED | $1,103 | 0.00% | 30 | 10 | 50.0% | $368 | 加仓 |
| UNM | UNUM GROUP | $1,095 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDUSTRIES INCORPORATED MTN BE | $1,080 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1,028 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INCORPORATED | $1,025 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INCORPORATED | $1,019 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1,016 | 0.00% | 20 | 20 | — | $1,016 | 新建仓 |
| SBH | SALLY BEAUTY HLDGS INCORPORATED | $997 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $986 | 0.00% | 21 | 21 | — | $986 | 新建仓 |
| BURL | BURLINGTON STORES INCORPORATED | $976 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INCORPORATED | $963 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A (UNITED KINGDOM) | $959 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INCORPORATED | $950 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL CORPORATION | $950 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORPORATION | $948 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD (IRELAND) | $946 | 0.00% | 9 | -3 | -25.0% | -$315 | 减仓 |
| LDOS | LEIDOS HOLDINGS INCORPORATED | $933 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) | $933 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INCORPORATED COM CLASS A REIT | $924 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING INCORPORATED COM NEW | $920 | 0.00% | 49 | 49 | — | $920 | 新建仓 |
| WEX | WEX INCORPORATED | $918 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INCORPORATED | $909 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY COMPANY | $906 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORPORATION | $904 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INCORPORATED COM SHS (CAYMAN ISLANDS) | $889 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & COMPANY COMMON STOCK | $887 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDUSTRIES INCORPORATED | $886 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTERNATIONAL INCORPORATED | $863 | 0.00% | 5 | 3 | 150.0% | $518 | 重新持有 |
| CAH | CARDINAL HEALTH INCORPORATED | $845 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INCORPORATED | $827 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP (LIBERIA) | $826 | 0.00% | 3 | 3 | — | $826 | 新建仓 |
| ENTG | ENTEGRIS INCORPORATED | $821 | 0.00% | 7 | -1 | -12.5% | -$117 | 减仓 |
| DLTR | DOLLAR TREE INCORPORATED | $767 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INCORPORATED | $759 | 0.00% | 4 | -90 | -95.7% | -$1.71万 | 减仓 |
| IWN | ISHARES TR RUS 2000 VAL ETF | $758 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LIMITED SPONSORED ADS (INDIA) | $746 | 0.00% | 30 | -29 | -49.2% | -$721 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INCORPORATED REIT | $731 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INCORPORATED | $726 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INCORPORATED | $715 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INCORPORATED REIT | $701 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE COMPANY CLASS B | $689 | 0.00% | 16 | 14 | 700.0% | $603 | 加仓 |
| FIVE | FIVE BELOW INCORPORATED | $685 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INCORPORATED | $682 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORPORATION | $677 | 0.00% | 4 | -127 | -96.9% | -$2.15万 | 减仓 |
| BAX | BAXTER INTERNATIONAL INCORPORATED | $667 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORPORATION | $665 | 0.00% | 9 | -3 | -25.0% | -$222 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $664 | 0.00% | 20 | 20 | — | $664 | 新建仓 |
| GDDY | GODADDY INCORPORATED CLASS A | $661 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INCORPORATED | $661 | 0.00% | 4 | -1 | -20.0% | -$165 | 减仓 |
| FND | FLOOR & DECOR HLDGS INCORPORATED CLASS A | $660 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INCORPORATED | $657 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORPORATION IND | $639 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES REIT | $612 | 0.00% | 53 | 25 | 89.3% | $289 | 加仓 |
| G | GENPACT LIMITED SHS (BERMUDA) | $596 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $593 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | BIOLINE RX LIMITED SPONSORED ADR (ISRAEL) | $575 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INCORPORATED | $573 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INCORPORATED COM NEW | $572 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | HIGH TIDE INCORPORATED COM NEW (CANADA) | $550 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INCORPORATED | $546 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION | $545 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORPORATION | $543 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORPORATION CLASS A COM | $526 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LIMITED COM NEW (CANADA) | $523 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EUAD | SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF | $489 | 0.00% | 12 | 12 | — | $489 | 新建仓 |
| ASIX | ADVANSIX INCORPORATED | $488 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INCORPORATED | $479 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORPORATION COM CLASS A | $472 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ COMPANY | $472 | 0.00% | 21 | 11 | 110.0% | $247 | 加仓 |
| NTR | NUTRIEN LIMITED (CANADA) | $453 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORPORATION COM SHS | $442 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INCORPORATED | $432 | 0.00% | 26 | 26 | — | $432 | 新建仓 |
| UBS | UBS GROUP AG SHS (SWITZERLAND) | $430 | 0.00% | 11 | -9 | -45.0% | -$352 | 减仓 |
| AME | AMETEK INCORPORATED | $429 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORPORATION NEW CLASS A | $422 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INCORPORATED CLASS A | $403 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORPORATION | $398 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHOLESALE CLUB HLDGS INCORPORATED | $394 | 0.00% | 4 | -2 | -33.3% | -$197 | 减仓 |
| MICC | MAGNUM ICE CREAM COMPANY NV ORD SHS (NETHERLANDS) | $389 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $371 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING CORPORATION COM SHS (CANADA) | $367 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH COMPANY CLASS A | $365 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INCORPORATED | $365 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INCORPORATED COMMON STOCK | $362 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INCORPORATED | $359 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INCORPORATED CLASS B | $358 | 0.00% | 2 | 0 | 0.0% | — | 不变 |