Nemes Rush Group LLC
- SEC CIK
- 0001982273
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 664
- 較 2023 年第 4 季 +5
- 總值
- $6.98 億
- 較 2023 年第 4 季 +$7,825 萬 (+12.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 203,431 | $3,488 萬 | 5.0% | +1,657+0.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,502 | $3,380 萬 | 4.8% | −418−1.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 76,797 | $3,231 萬 | 4.6% | +493+0.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 124,287 | $2,489 萬 | 3.6% | +1,271+1.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 78,667 | $2,460 萬 | 3.5% | +707+0.9% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 51,342 | $1,823 萬 | 2.6% | +882+1.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 46,489 | $1,783 萬 | 2.6% | +991+2.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 132,436 | $1,747 萬 | 2.5% | +12,742+10.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 91,743 | $1,553 萬 | 2.2% | +2,515+2.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 85,793 | $1,548 萬 | 2.2% | +1,500+1.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,948 | $1,531 萬 | 2.2% | −2,952−14.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 252,161 | $1,517 萬 | 2.2% | +8,207+3.4% | 加碼依 3 比 1 拆股換算 | 歷史 |
| CBChubb Ltd | Stock | 55,494 | $1,438 萬 | 2.1% | +1,459+2.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 27,991 | $1,359 萬 | 1.9% | −134−0.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 13,625 | $1,324 萬 | 1.9% | −60−0.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 61,408 | $1,322 萬 | 1.9% | +2,815+4.8% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 923,703 | $1,227 萬 | 1.8% | +3,023+0.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 49,603 | $1,220 萬 | 1.7% | +17,466+54.3% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 94,164 | $1,209 萬 | 1.7% | +93,708+20,550.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 231,569 | $1,156 萬 | 1.7% | +9,519+4.3% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 230,097 | $1,155 萬 | 1.7% | +13,755+6.4% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 46,227 | $1,120 萬 | 1.6% | +1,930+4.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 13,372 | $1,040 萬 | 1.5% | +10,433+355.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 34,347 | $1,034 萬 | 1.5% | +193+0.6% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 33,879 | $1,017 萬 | 1.5% | −32−0.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 64,921 | $979.9 萬 | 1.4% | +858+1.3% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 53,766 | $930.2 萬 | 1.3% | +704+1.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 33,316 | $929.8 萬 | 1.3% | +447+1.4% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 139,551 | $911.5 萬 | 1.3% | +11,745+9.2% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 105,022 | $861.5 萬 | 1.2% | +18,499+21.4% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 64,648 | $830.2 萬 | 1.2% | +1,667+2.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 49,098 | $776.7 萬 | 1.1% | −5,043−9.3% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 37,714 | $759.9 萬 | 1.1% | +606+1.6% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 30,368 | $752.4 萬 | 1.1% | +338+1.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 14,437 | $714.2 萬 | 1.0% | +436+3.1% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 51,170 | $703.2 萬 | 1.0% | +724+1.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 36,549 | $659.7 萬 | 0.9% | +850+2.4% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 24,941 | $630.7 萬 | 0.9% | +537+2.2% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 14,523 | $617.9 萬 | 0.9% | +236+1.7% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 28,979 | $617.5 萬 | 0.9% | +5,670+24.3% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 24,755 | $556.5 萬 | 0.8% | +552+2.3% | 加碼 | 歷史 |
| HALHalliburton Co | Stock | 131,996 | $520.3 萬 | 0.7% | +4,535+3.6% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 19,574 | $513.8 萬 | 0.7% | +444+2.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 30,496 | $487.4 萬 | 0.7% | +5,928+24.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 8,404 | $441.8 萬 | 0.6% | −8,058−48.9% | 減碼 | – |
| AXPAmerican Express Co | Stock | 16,520 | $376.1 萬 | 0.5% | −144−0.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 35,063 | $342.0 萬 | 0.5% | −51−0.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 117,749 | $326.8 萬 | 0.5% | +47,622+67.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 32,127 | $325.8 萬 | 0.5% | +901+2.9% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 5,703 | $298.2 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,649 | $282.3 萬 | 0.4% | −66−1.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 23,420 | $272.2 萬 | 0.4% | −135−0.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,058 | $264.6 萬 | 0.4% | −686−11.9% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 28,314 | $254.0 萬 | 0.4% | −320−1.1% | 減碼 | 歷史 |
| HTZHertz Global Holdings, Inc | COM NEW | 320,189 | $250.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 6,697 | $245.4 萬 | 0.4% | +9+0.1% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 29,390 | $229.7 萬 | 0.3% | −185−0.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,227 | $229.0 萬 | 0.3% | +10,893+148.5% | 加碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 77,663 | $226.6 萬 | 0.3% | −194−0.2% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 12,932 | $220.7 萬 | 0.3% | −140−1.1% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,726 | $215.6 萬 | 0.3% | +88+1.3% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 13,863 | $205.5 萬 | 0.3% | +50.0% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 12,987 | $202.7 萬 | 0.3% | +1,075+9.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,408 | $200.5 萬 | 0.3% | −180−1.6% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,716 | $197.1 萬 | 0.3% | −18−0.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,710 | $193.5 萬 | 0.3% | −72−0.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 21,063 | $192.5 萬 | 0.3% | +215+1.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 478 | $173.4 萬 | 0.2% | −4−0.8% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 11,293 | $167.9 萬 | 0.2% | −51−0.4% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 28,690 | $157.2 萬 | 0.2% | +1,634+6.0% | 加碼 | 歷史 |
| XPOXPO, Inc. | COM | 12,180 | $148.6 萬 | 0.2% | −135−1.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 19,007 | $146.3 萬 | 0.2% | +447+2.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 26,806 | $145.4 萬 | 0.2% | +31+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 14,485 | $136.1 萬 | 0.2% | +2,083+16.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,090 | $135.7 萬 | 0.2% | +447+4.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,293 | $134.5 萬 | 0.2% | −111−1.3% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 3,200 | $125.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 7,897 | $124.6 萬 | 0.2% | −233−2.9% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 7,217 | $119.1 萬 | 0.2% | −97−1.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 3,246 | $117.9 萬 | 0.2% | −40−1.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,286 | $115.4 萬 | 0.2% | +68+3.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 13,139 | $114.5 萬 | 0.2% | −116,862−89.9% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 5,674 | $112.4 萬 | 0.2% | −65−1.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,969 | $111.9 萬 | 0.2% | −70−1.7% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 4,005 | $104.8 萬 | 0.2% | +579+16.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,030 | $104.8 萬 | 0.2% | +143+2.9% | 加碼 | – |
| LULUlululemon athletica inc. | Stock | 2,620 | $102.4 萬 | 0.1% | −25−0.9% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 5,523 | $97.9 萬 | 0.1% | −477−8.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,958 | $93.3 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,677 | $93.3 萬 | 0.1% | +28+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,501 | $91.3 萬 | 0.1% | 00.0% | 不變 | – |
| EWEdwards Lifesciences Corp | Stock | 9,318 | $89.0 萬 | 0.1% | −45,919−83.1% | 減碼 | 歷史 |
| NUENucor Corp | COM | 4,437 | $87.8 萬 | 0.1% | −82−1.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,155 | $86.0 萬 | 0.1% | +880+6.6% | 加碼依 5 比 1 拆股換算 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,342 | $83.3 萬 | 0.1% | +63+1.5% | 加碼 | – |
| PRUPrudential Financial Inc | Stock | 7,074 | $83.0 萬 | 0.1% | +35+0.5% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 7,745 | $82.5 萬 | 0.1% | +2,308+42.4% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,765 | $80.0 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 4,443 | $77.8 萬 | 0.1% | −157−3.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,186 | $76.2 萬 | 0.1% | −96−2.2% | 減碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | – | $72.4 萬 |
2023 年第 4 季之後清倉（45 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPLKSplunk Inc | COM | 6,268 | $95.5 萬 | 0.2% | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,280 | $17.8 萬 | <0.1% | 歷史 |
| iShares Tr464287580 | US CONSUM DISCRE | 593 | $4.49 萬 | <0.1% | – |
| iShares Tr464287721 | U.S. TECH ETF | 178 | $2.19 萬 | <0.1% | – |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 252 | $1.82 萬 | <0.1% | – |
| VICIVici Properties Inc. | COM | 445 | $1.42 萬 | <0.1% | 歷史 |
| KVUEKenvue Inc. | Stock | 625 | $1.35 萬 | <0.1% | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 382 | $1.11 萬 | <0.1% | – |
| iShares Inc464286665 | MSCI PAC JP ETF | 254 | $1.10 萬 | <0.1% | – |
| WATWaters Corp | COM | 29 | $9,548 | <0.1% | 歷史 |
| LKQLKQ Corp | COM | 180 | $8,603 | <0.1% | 歷史 |
| PGTIPGT Innovations, Inc. | COM | 208 | $8,466 | <0.1% | 歷史 |
| CWENClearway Energy, Inc. | CL C | 300 | $8,229 | <0.1% | 歷史 |
| IRMIron Mountain Inc | COM | 113 | $7,908 | <0.1% | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 311 | $7,881 | <0.1% | 歷史 |
| TPRTapestry, Inc. | COM | 191 | $7,031 | <0.1% | 歷史 |
| BWABorgwarner Inc | COM | 179 | $6,418 | <0.1% | 歷史 |
| XHRXenia Hotels & Resorts, Inc. | COM | 387 | $5,271 | <0.1% | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 110 | $4,319 | <0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 18 | $3,886 | <0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 60 | $3,239 | <0.1% | – |
| VRSKVerisk Analytics, Inc. | COM | 12 | $2,867 | <0.1% | 歷史 |
| OVVOvintiv Inc. | COM | 63 | $2,767 | <0.1% | 歷史 |
| VanEck Vectors ETF Tr92189H839 | SOCIAL SENTIMENT | 124 | $2,318 | <0.1% | – |
| CRNTCeragon Networks Ltd | Stock | 1,000 | $2,160 | <0.1% | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 40 | $1,966 | <0.1% | 歷史 |
| GILTGilat Satellite Networks Ltd | SHS NEW | 300 | $1,833 | <0.1% | 歷史 |
| DXCMDexcom Inc | COM | 12 | $1,490 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 81 | $1,429 | <0.1% | 歷史 |
| SONOSonos Inc | COM | 80 | $1,372 | <0.1% | 歷史 |
| KOSKosmos Energy Ltd. | COM | 200 | $1,342 | <0.1% | 歷史 |
| PHINPhinia Inc. | COMMON STOCK | 35 | $1,061 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 27 | $898 | <0.1% | – |
| FSRFisker Inc. | CL A COM STK | 500 | $875 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 13 | $549 | <0.1% | – |
| NIONIO Inc. | ADR | 50 | $454 | <0.1% | 歷史 |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 15 | $398 | <0.1% | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 7 | $367 | <0.1% | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 11 | $266 | <0.1% | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 9 | $258 | <0.1% | – |
| AEVAAeva Technologies, Inc. | COM | 300 | $228 | <0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 1 | $72 | <0.1% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1 | $45 | <0.1% | – |
| FIRYFiry Inc. | COM CL A | 3 | $19 | <0.1% | 歷史 |
| BNGOBionano Genomics, Inc. | COM NEW | 10 | $19 | <0.1% | 歷史 |