Nemes Rush Group LLC
NOVI MI · SEC CIK 0001982273
$12.11亿2026Q2 申报市值
954持仓数
33.5%前十大占比 · 第一大 4.9%
47 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XFIV 加仓+$297.31万
XTRE 加仓+$212.62万
BONDBLOXX BLOOMB 加仓+$192.67万
XONE 加仓+$161.39万
META 加仓+$111.25万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$193.75万
TSLA 减仓-$55.44万
RJF 减仓-$32.63万
NYF 清仓-$31.51万
CVX 减仓-$29.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | $5,904.84万 | 4.87% | 204,066 | 2,008 | 1.0% | $58.10万 | 加仓 |
| AVGO | BROADCOM INCORPORATED | $5,842.36万 | 4.82% | 154,662 | 188 | 0.1% | $7.10万 | 加仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $5,352.14万 | 4.42% | 123,512 | -45 | -0.0% | -$1.95万 | 减仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $4,122.26万 | 3.40% | 115,350 | 1,425 | 1.3% | $50.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,894.34万 | 3.21% | 194,629 | 2,181 | 1.1% | $43.64万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY | $3,736.70万 | 3.08% | 114,157 | 2,546 | 2.3% | $83.34万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $3,460.81万 | 2.86% | 92,778 | 2,689 | 3.0% | $100.31万 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $3,103.82万 | 2.56% | 264,245 | 2,824 | 1.1% | $33.17万 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $2,607.14万 | 2.15% | 46,284 | 1,975 | 4.5% | $111.25万 | 加仓 |
| QCOM | QUALCOMM INCORPORATED | $2,534.29万 | 2.09% | 137,145 | 3,695 | 2.8% | $68.28万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $2,488.83万 | 2.05% | 32,613 | 591 | 1.8% | $45.10万 | 加仓 |
| WMT | WALMART INC | $2,431.88万 | 2.01% | 214,717 | 3,742 | 1.8% | $42.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,321.22万 | 1.92% | 91,397 | 2,172 | 2.4% | $55.16万 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $2,267.21万 | 1.87% | 64,285 | 2,462 | 4.0% | $86.83万 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $2,255.79万 | 1.86% | 175,548 | 4,584 | 2.7% | $58.90万 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $2,175.90万 | 1.80% | 51,063 | 1,218 | 2.4% | $51.90万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $2,161.44万 | 1.78% | 52,047 | 1,476 | 2.9% | $61.30万 | 加仓 |
| CB | CHUBB LIMITED (SWITZERLAND) | $2,119.38万 | 1.75% | 62,199 | 1,691 | 2.8% | $57.62万 | 加仓 |
| DHI | D R HORTON INCORPORATED | $2,058.94万 | 1.70% | 126,408 | 4,772 | 3.9% | $77.73万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $2,016.00万 | 1.66% | 84,585 | 903 | 1.1% | $21.52万 | 加仓 |
| XFIV | BONDBLOXX ETF TR 5 YR TARGET DURATION | $2,011.18万 | 1.66% | 413,143 | 61,075 | 17.3% | $297.31万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $1,868.17万 | 1.54% | 15,575 | 378 | 2.5% | $45.34万 | 加仓 |
| XTRE | BONDBLOXX ETF TR 3 YR TARGET DURATION | $1,684.34万 | 1.39% | 343,532 | 43,366 | 14.4% | $212.62万 | 加仓 |
| — | BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY | $1,647.85万 | 1.36% | 336,640 | 39,361 | 13.2% | $192.67万 | 加仓 |
| CME | CME GROUP INCORPORATED | $1,610.73万 | 1.33% | 72,940 | 2,416 | 3.4% | $53.35万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $1,593.67万 | 1.32% | 109,073 | 762 | 0.7% | $11.13万 | 加仓 |
| TSLA | TESLA INCORPORATED | $1,510.67万 | 1.25% | 35,917 | -1,318 | -3.5% | -$55.44万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,445.10万 | 1.19% | 15,448 | 737 | 5.0% | $68.94万 | 加仓 |
| XONE | BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY | $1,388.54万 | 1.15% | 281,252 | 32,690 | 13.2% | $161.39万 | 加仓 |
| VNOM | VIPER ENERGY INCORPORATED CLASS A | $1,373.23万 | 1.13% | 323,876 | 8,193 | 2.6% | $34.74万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $1,311.84万 | 1.08% | 46,680 | 1,573 | 3.5% | $44.21万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $1,297.82万 | 1.07% | 26,424 | 558 | 2.2% | $27.41万 | 加仓 |
| F | FORD MTR COMPANY | $1,270.57万 | 1.05% | 914,081 | 18,118 | 2.0% | $25.18万 | 加仓 |
| UNP | UNION PAC CORPORATION | $1,242.27万 | 1.03% | 45,672 | 1,047 | 2.3% | $28.48万 | 加仓 |
| ALL | ALLSTATE CORPORATION | $1,179.97万 | 0.97% | 49,591 | 862 | 1.8% | $20.51万 | 加仓 |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | $1,151.04万 | 0.95% | 226,338 | 7,462 | 3.4% | $37.95万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $1,109.59万 | 0.92% | 44,675 | 1,829 | 4.3% | $45.43万 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $1,101.34万 | 0.91% | 32,101 | 616 | 2.0% | $21.13万 | 加仓 |
| VICI | VICI PPTYS INCORPORATED REIT | $1,088.00万 | 0.90% | 409,794 | 19,961 | 5.1% | $53.00万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $1,054.59万 | 0.87% | 77,135 | 1,455 | 1.9% | $19.89万 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $993.20万 | 0.82% | 65,329 | -2,146 | -3.2% | -$32.63万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $962.17万 | 0.79% | 12,884 | 161 | 1.3% | $12.02万 | 加仓 |
| ECL | ECOLAB INCORPORATED | $871.25万 | 0.72% | 31,271 | 825 | 2.7% | $22.99万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $860.42万 | 0.71% | 29,609 | 798 | 2.8% | $23.19万 | 加仓 |
| ORCL | ORACLE CORPORATION | $813.13万 | 0.67% | 55,485 | 1,124 | 2.1% | $16.47万 | 加仓 |
| CRM | SALESFORCE INCORPORATED | $804.18万 | 0.66% | 51,333 | 1,515 | 3.0% | $23.73万 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $799.35万 | 0.66% | 22,623 | 55 | 0.2% | $1.94万 | 加仓 |
| CAT | CATERPILLAR INCORPORATED | $699.01万 | 0.58% | 6,564 | -27 | -0.4% | -$2.88万 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $668.09万 | 0.55% | 44,098 | 1,300 | 3.0% | $19.70万 | 加仓 |
| SPGI | S&P GLOBAL INCORPORATED | $635.93万 | 0.52% | 15,615 | 42 | 0.3% | $1.71万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $588.04万 | 0.49% | 47,765 | 1,462 | 3.2% | $18.00万 | 加仓 |
| RTX | RTX CORPORATION | $559.23万 | 0.46% | 29,475 | -64 | -0.2% | -$1.21万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $508.65万 | 0.42% | 13,746 | 3 | 0.0% | $1,110 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $508.45万 | 0.42% | 15,032 | -77 | -0.5% | -$2.60万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUTIY MARKET ETF | $481.36万 | 0.40% | 58,745 | 4,384 | 8.1% | $35.92万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $474.72万 | 0.39% | 4,694 | 11 | 0.2% | $1.11万 | 加仓 |
| CVNA | CARVANA COMPANY CLASS A | $437.09万 | 0.36% | 66,407 | 152 | 0.2% | $1.00万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $407.08万 | 0.34% | 11,937 | 412 | 3.6% | $14.05万 | 加仓 |
| VLO | VALERO ENERGY CORPORATION | $404.65万 | 0.33% | 15,537 | -105 | -0.7% | -$2.73万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $400.67万 | 0.33% | 15,922 | -89 | -0.6% | -$2.24万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $361.29万 | 0.30% | 4,824 | -2,587 | -34.9% | -$193.75万 | 减仓 |
| MPC | MARATHON PETE CORPORATION | $356.02万 | 0.29% | 13,925 | -14 | -0.1% | -$3,579 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $352.50万 | 0.29% | 6,068 | 13 | 0.2% | $7,552 | 加仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $342.60万 | 0.28% | 9,950 | 406 | 4.3% | $13.98万 | 加仓 |
| GILD | GILEAD SCIENCES INCORPORATED | $339.40万 | 0.28% | 26,864 | -76 | -0.3% | -$9,602 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $328.92万 | 0.27% | 28,192 | 913 | 3.3% | $10.65万 | 加仓 |
| NFLX | NETFLIX INCORPORATED. | $323.48万 | 0.27% | 45,306 | 40 | 0.1% | $2,856 | 加仓 |
| SBUX | STARBUCKS CORPORATION | $312.19万 | 0.26% | 30,550 | 157 | 0.5% | $1.60万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $293.78万 | 0.24% | 3,500 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INCORPORATED CLASS A | $286.94万 | 0.24% | 14,253 | -109 | -0.8% | -$2.19万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | $277.13万 | 0.23% | 5,579 | -26 | -0.5% | -$1.29万 | 减仓 |
| HWM | HOWMET AEROSPACE INCORPORATED | $276.55万 | 0.23% | 10,286 | -24 | -0.2% | -$6,453 | 减仓 |
| EXPE | EXPEDIA GROUP INCORPORATED COM NEW | $273.97万 | 0.23% | 10,707 | -62 | -0.6% | -$1.59万 | 减仓 |
| GLW | CORNING INCORPORATED | $257.68万 | 0.21% | 10,088 | 109 | 1.1% | $2.78万 | 加仓 |
| VST | VISTRA CORPORATION | $256.03万 | 0.21% | 16,140 | 971 | 6.4% | $15.40万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P ETF | $249.96万 | 0.21% | 28,443 | 3,959 | 16.2% | $34.79万 | 加仓 |
| USFR | THE WISDOMTREE TRUST FLTG RATE TREASURY FUND | $248.25万 | 0.20% | 49,304 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INCORPORATED | $245.65万 | 0.20% | 10,705 | -62 | -0.6% | -$1.42万 | 减仓 |
| AIG | AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW | $222.16万 | 0.18% | 29,808 | -189 | -0.6% | -$1.41万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $220.41万 | 0.18% | 5,382 | 1 | 0.0% | $410 | 加仓 |
| NRG | NRG ENERGY INCORPORATED COM NEW | $213.66万 | 0.18% | 14,628 | -121 | -0.8% | -$1.77万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $200.96万 | 0.17% | 15,723 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $200.12万 | 0.17% | 11,228 | 3 | 0.0% | $535 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $197.55万 | 0.16% | 10,369 | -326 | -3.0% | -$6.21万 | 减仓 |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | $196.90万 | 0.16% | 39,137 | -4,882 | -11.1% | -$24.56万 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $194.09万 | 0.16% | 2,636 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INCORPORATED | $191.24万 | 0.16% | 11,402 | 2,672 | 30.6% | $44.82万 | 加仓 |
| XSVN | BONDBLOXX ETF TR 7 YR TARGET DURATION | $179.44万 | 0.15% | 37,960 | 8,664 | 29.6% | $40.95万 | 加仓 |
| ABNB | AIRBNB INCORPORATED COM CLASS A | $177.79万 | 0.15% | 12,424 | 112 | 0.9% | $1.60万 | 加仓 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $163.59万 | 0.14% | 22,670 | 581 | 2.6% | $4.19万 | 加仓 |
| TAXX | BONDBLOXX IRPLSM TAX-AWARE SHORT DURATION ETF | $161.84万 | 0.13% | 31,896 | 836 | 2.7% | $4.24万 | 加仓 |
| XPO | XPO INCORPORATED | $160.82万 | 0.13% | 7,834 | -8 | -0.1% | -$1,642 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $158.73万 | 0.13% | 27,548 | 1,850 | 7.2% | $10.66万 | 加仓 |
| PLXS | PLEXUS CORPORATION | $155.57万 | 0.13% | 5,174 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TR BLOOMBERG 10 YR TARGET | $154.12万 | 0.13% | 33,814 | 3,531 | 11.7% | $16.09万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG) | $147.56万 | 0.12% | 3,214 | 93 | 3.0% | $4.27万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) | $144.76万 | 0.12% | 1,500 | 11 | 0.7% | $1.06万 | 加仓 |
| DELL | DELL TECHNOLOGIES INCORPORATED CLASS C | $137.45万 | 0.11% | 3,186 | 54 | 1.7% | $2.33万 | 加仓 |
| AMAT | APPLIED MATLS INCORPORATED | $133.92万 | 0.11% | 1,852 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $124.85万 | 0.10% | 4,529 | 77 | 1.7% | $2.12万 | 加仓 |