Nemes Rush Group LLC
- SEC CIK
- 0001982273
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 716
- 較 2025 年第 1 季 +14
- 總值
- $9.17 億
- 較 2025 年第 1 季 +$1.27 億 (+16.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 173,956 | $4,795 萬 | 5.2% | −63,729−26.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 205,135 | $4,209 萬 | 4.6% | +730+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 82,131 | $4,085 萬 | 4.5% | +3,520+4.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 111,909 | $3,244 萬 | 3.5% | −13,064−10.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 203,343 | $3,213 萬 | 3.5% | +44,087+27.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 40,809 | $3,012 萬 | 3.3% | +11,913+41.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 129,044 | $2,274 萬 | 2.5% | +57,858+81.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 216,674 | $2,119 萬 | 2.3% | −41,636−16.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 57,583 | $2,111 萬 | 2.3% | +8,089+16.3% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 49,640 | $2,087 萬 | 2.3% | −2,293−4.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 122,715 | $1,954 萬 | 2.1% | +23,641+23.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 268,522 | $1,863 萬 | 2.0% | +22,369+9.1% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 67,123 | $1,850 萬 | 2.0% | +302+0.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 51,747 | $1,847 萬 | 2.0% | −26,086−33.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 79,043 | $1,734 萬 | 1.9% | −14,941−15.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 59,330 | $1,719 萬 | 1.9% | +322+0.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 154,980 | $1,509 萬 | 1.6% | +9,625+6.6% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 29,495 | $1,502 萬 | 1.6% | −4,090−12.2% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 115,439 | $1,488 萬 | 1.6% | +115,247+60,024.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 182,798 | $1,447 萬 | 1.6% | +48,372+36.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 93,730 | $1,432 萬 | 1.6% | +31,851+51.5% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 40,072 | $1,293 萬 | 1.4% | +38,384+2,273.9% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 120,052 | $1,268 萬 | 1.4% | −39,834−24.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,799 | $1,267 萬 | 1.4% | +12,124+1,796.1% | 加碼 | 歷史 |
| VNOMViper Energy, Inc. | COM | 319,503 | $1,218 萬 | 1.3% | +319,503 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 14,898 | $1,161 萬 | 1.3% | +553+3.9% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 25,253 | $1,105 萬 | 1.2% | −9,777−27.9% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 71,093 | $1,090 萬 | 1.2% | +2,929+4.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 39,884 | $1,088 萬 | 1.2% | +2,863+7.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 46,897 | $1,079 萬 | 1.2% | −8,323−15.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 28,873 | $1,025 萬 | 1.1% | −7,115−19.8% | 減碼 | 歷史 |
| VICIVici Properties Inc. | COM | 311,309 | $1,015 萬 | 1.1% | +311,309 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 45,074 | $984.8 萬 | 1.1% | +10,705+31.1% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 901,775 | $978.4 萬 | 1.1% | −1,322−0.1% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 46,975 | $945.7 萬 | 1.0% | −11,337−19.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 77,788 | $838.6 萬 | 0.9% | +4,659+6.4% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 30,850 | $831.2 萬 | 0.9% | −12,049−28.1% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 31,801 | $797.7 萬 | 0.9% | −2,593−7.5% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 158,726 | $783.3 萬 | 0.9% | +46,705+41.7% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 41,953 | $769.7 萬 | 0.8% | −14,357−25.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,151 | $693.4 萬 | 0.8% | −2,978−18.5% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 137,491 | $684.4 萬 | 0.7% | +39,397+40.2% | 加碼 | – |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 134,010 | $663.9 萬 | 0.7% | +39,744+42.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 20,895 | $663.8 萬 | 0.7% | +2,805+15.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,357 | $639.9 萬 | 0.7% | +3,621+53.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,551 | $609.4 萬 | 0.7% | −51−1.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 19,088 | $595.5 萬 | 0.6% | +3,126+19.6% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 113,004 | $560.8 萬 | 0.6% | +38,470+51.6% | 加碼 | – |
| CAVACava Group, Inc. | COM | 64,942 | $547.0 萬 | 0.6% | +12,293+23.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 41,851 | $516.8 萬 | 0.6% | +2,476+6.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 15,500 | $494.4 萬 | 0.5% | −701−4.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 31,122 | $454.4 萬 | 0.5% | −2,798−8.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,855 | $434.1 萬 | 0.5% | −492−2.4% | 減碼 | 歷史 |
| CVNACarvana Co. | CL A | 12,551 | $422.9 萬 | 0.5% | +12,451+12,451.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,569 | $418.1 萬 | 0.5% | +9,732+70.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 27,147 | $370.1 萬 | 0.4% | +15,591+134.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,389 | $334.6 萬 | 0.4% | −3,575−39.9% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,301 | $304.4 萬 | 0.3% | +3,562+482.0% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 15,241 | $295.4 萬 | 0.3% | +8,717+133.6% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 8,334 | $286.2 萬 | 0.3% | +8,303+26,783.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 30,619 | $280.6 萬 | 0.3% | +7,853+34.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,780 | $274.3 萬 | 0.3% | +11,440+342.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,923 | $268.8 萬 | 0.3% | +304+4.6% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 448 | $259.4 萬 | 0.3% | −18−3.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,723 | $254.8 萬 | 0.3% | +977+20.6% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 22,350 | $247.8 萬 | 0.3% | +21,612+2,928.5% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 28,760 | $246.2 萬 | 0.3% | +237+0.8% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 10,167 | $242.2 萬 | 0.3% | +8,884+692.4% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 13,312 | $242.2 萬 | 0.3% | +13,312 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 14,130 | $234.7 萬 | 0.3% | −14,457−50.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 11,386 | $233.0 萬 | 0.3% | +8,722+327.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 13,273 | $228.8 萬 | 0.2% | −24,833−65.2% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,964 | $227.4 萬 | 0.2% | +2,022+214.6% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 13,905 | $223.3 萬 | 0.2% | +13,846+23,467.8% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 20,026 | $215.1 萬 | 0.2% | +19,391+3,053.7% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 10,711 | $199.4 萬 | 0.2% | +10,393+3,268.2% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 14,687 | $197.4 萬 | 0.2% | +2,391+19.4% | 加碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 90,563 | $190.8 萬 | 0.2% | +7,015+8.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 20,344 | $189.8 萬 | 0.2% | −4,131−16.9% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 10,052 | $169.6 萬 | 0.2% | +3,131+45.2% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 12,564 | $166.3 萬 | 0.2% | +5,299+72.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 11,443 | $162.4 萬 | 0.2% | −35,637−75.7% | 減碼 | 歷史 |
| HTZHertz Global Holdings, Inc | COM NEW | 220,189 | $150.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 22,211 | $149.1 萬 | 0.2% | −107,873−82.9% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,922 | $147.5 萬 | 0.2% | +1,641+17.7% | 加碼 | – |
| STLDSteel Dynamics Inc | COM | 11,122 | $142.4 萬 | 0.2% | −2,658−19.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 4,106 | $135.7 萬 | 0.1% | +332+8.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,300 | $132.2 萬 | 0.1% | −379−4.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,106 | $129.3 萬 | 0.1% | −5−0.1% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 18,124 | $125.1 萬 | 0.1% | −78,992−81.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 26,733 | $123.7 萬 | 0.1% | −294−1.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,240 | $123.6 萬 | 0.1% | +1,119+99.8% | 加碼 | – |
| CSLCarlisle Companies Inc | COM | 3,200 | $119.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOCSDoximity, Inc. | CL A | 18,106 | $111.1 萬 | 0.1% | +18,106 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 13,954 | $101.4 萬 | 0.1% | +7,813+127.2% | 加碼 | – |
| XPOXPO, Inc. | COM | 7,942 | $100.3 萬 | 0.1% | −3,975−33.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,293 | $96.2 萬 | 0.1% | −20−0.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,880 | $91.3 萬 | 0.1% | −24−1.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,088 | $91.0 萬 | 0.1% | +171+5.9% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 6,589 | $90.5 萬 | 0.1% | +727+12.4% | 加碼 | 歷史 |
選擇權（5 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。
2025 年第 1 季之後清倉（63 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,958 | $96.8 萬 | 0.1% | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,765 | $81.0 萬 | 0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 29,008 | $68.0 萬 | 0.1% | – |
| iShares Tr464287762 | US HLTHCARE ETF | 9,227 | $56.2 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 4,904 | $55.8 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 7,819 | $49.1 萬 | 0.1% | – |
| FSLRFirst Solar, Inc. | Stock | 2,344 | $29.6 萬 | <0.1% | 歷史 |
| Ea Series Trust02072L722 | STRI US ENER ETF | 2,000 | $5.94 萬 | <0.1% | – |
| BMEBlackRock Health Sciences Trust | COM | 939 | $3.63 萬 | <0.1% | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 507 | $3.33 萬 | <0.1% | – |
| GWWW.W. Grainger, Inc. | Stock | 14 | $1.38 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 747 | $1.23 萬 | <0.1% | – |
| AMPAmeriprise Financial Inc | COM | 25 | $1.21 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 224 | $1.03 萬 | <0.1% | – |
| DLTRDollar Tree, Inc. | COM | 125 | $9,384 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 133 | $9,072 | <0.1% | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 162 | $8,983 | <0.1% | – |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 96 | $8,641 | <0.1% | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 332 | $8,483 | <0.1% | – |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 1,337 | $8,368 | <0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 100 | $8,231 | <0.1% | 歷史 |
| iShares Tr464288695 | GLOBAL MATER ETF | 95 | $7,764 | <0.1% | – |
| JWNNordstrom Inc | Stock | 317 | $7,751 | <0.1% | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 84 | $7,661 | <0.1% | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 164 | $6,550 | <0.1% | – |
| VRSKVerisk Analytics, Inc. | COM | 22 | $6,548 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 301 | $6,544 | <0.1% | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 122 | $6,466 | <0.1% | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 190 | $6,268 | <0.1% | – |
| ALGNAlign Technology Inc | COM | 35 | $5,560 | <0.1% | 歷史 |
| FUBOFuboTV Inc. | COM | 1,747 | $5,101 | <0.1% | 歷史 |
| HUBBHubbell Inc | COM | 14 | $4,633 | <0.1% | 歷史 |
| iShares Tr464287192 | US TRSPRTION | 67 | $4,290 | <0.1% | – |
| SNAPSnap Inc | Stock | 463 | $4,033 | <0.1% | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 83 | $3,767 | <0.1% | – |
| RCReady Capital Corp | COM | 709 | $3,609 | <0.1% | 歷史 |
| PLAYDave & Buster's Entertainment, Inc. | COM | 187 | $3,286 | <0.1% | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 237 | $3,230 | <0.1% | – |
| DFSDiscover Financial Services | COM | 16 | $2,731 | <0.1% | 歷史 |
| SNASnap-on Inc | COM | 8 | $2,696 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 80 | $2,494 | <0.1% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 74 | $2,479 | <0.1% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 42 | $2,459 | <0.1% | – |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 107 | $2,343 | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 45 | $2,206 | <0.1% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 18 | $1,811 | <0.1% | – |
| Vanguard World FD921910709 | EXTENDED DUR | 24 | $1,728 | <0.1% | – |
| DKNGDraftKings Inc. | Stock | 50 | $1,661 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 55 | $1,633 | <0.1% | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 57 | $1,622 | <0.1% | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 26 | $1,470 | <0.1% | – |
| OVVOvintiv Inc. | COM | 30 | $1,284 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G888 | SHORT TERM ETF | 8 | $844 | <0.1% | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 8 | $779 | <0.1% | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 13 | $776 | <0.1% | – |
| iShares Core High Dividend ETF46429B663 | ETF | 5 | $606 | <0.1% | – |
| DOCUDocuSign, Inc. | Stock | 5 | $407 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 6 | $396 | <0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 36 | $371 | <0.1% | 歷史 |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 4 | $273 | <0.1% | 歷史 |
| BLINBridgeline Digital, Inc. | COM | 91 | $135 | <0.1% | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 2 | $80 | <0.1% | 歷史 |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 4 | $22 | <0.1% | 歷史 |