Nemes Rush Group LLC
- SEC CIK
- 0001982273
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 675
- 較 2025 年第 2 季 −41
- 總值
- $10.1 億
- 較 2025 年第 2 季 +$8,992 萬 (+9.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 168,060 | $5,544 萬 | 5.5% | −5,896−3.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 204,751 | $5,214 萬 | 5.2% | −384−0.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 81,880 | $4,241 萬 | 4.2% | −251−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 200,534 | $3,742 萬 | 3.7% | −2,809−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 111,895 | $3,529 萬 | 3.5% | −140.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 134,335 | $3,266 萬 | 3.2% | +5,291+4.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 41,886 | $3,076 萬 | 3.1% | +1,077+2.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 58,022 | $2,351 萬 | 2.3% | +439+0.8% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 49,589 | $2,268 萬 | 2.3% | −51−0.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 220,025 | $2,268 萬 | 2.3% | +3,351+1.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 156,690 | $2,098 萬 | 2.1% | +1,710+1.1% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 123,548 | $2,094 萬 | 2.1% | +8,109+7.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 123,265 | $2,051 萬 | 2.0% | +550+0.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 51,212 | $1,917 萬 | 1.9% | −535−1.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 270,185 | $1,849 萬 | 1.8% | +1,663+0.6% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 67,621 | $1,827 萬 | 1.8% | +498+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 95,129 | $1,764 萬 | 1.8% | +1,399+1.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 79,105 | $1,737 萬 | 1.7% | +62+0.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 59,862 | $1,690 萬 | 1.7% | +532+0.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 184,470 | $1,548 萬 | 1.5% | +1,672+0.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 34,447 | $1,532 萬 | 1.5% | +13,552+64.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 29,980 | $1,470 萬 | 1.5% | +485+1.6% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 42,156 | $1,387 萬 | 1.4% | +2,084+5.2% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 118,894 | $1,307 萬 | 1.3% | −1,158−1.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,739 | $1,272 萬 | 1.3% | +940+7.3% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 69,570 | $1,201 萬 | 1.2% | −1,523−2.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,267 | $1,165 萬 | 1.2% | +369+2.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 40,430 | $1,137 萬 | 1.1% | +20,575+103.6% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 338,484 | $1,104 萬 | 1.1% | +27,175+8.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 45,823 | $1,083 萬 | 1.1% | −1,074−2.3% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 897,282 | $1,073 萬 | 1.1% | −4,493−0.5% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 216,579 | $1,073 萬 | 1.1% | +57,853+36.4% | 加碼 | – |
| TTTrane Technologies plc | SHS | 25,405 | $1,072 萬 | 1.1% | +152+0.6% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 45,922 | $1,046 萬 | 1.0% | +848+1.9% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 47,219 | $1,014 萬 | 1.0% | +244+0.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 29,232 | $997.9 萬 | 1.0% | +359+1.2% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 31,893 | $974.0 萬 | 1.0% | +92+0.3% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 189,323 | $973.2 萬 | 1.0% | +189,323 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 40,526 | $960.5 萬 | 1.0% | +642+1.6% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 185,925 | $926.6 萬 | 0.9% | +48,434+35.2% | 加碼 | – |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 183,979 | $911.9 萬 | 0.9% | +49,969+37.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 78,584 | $886.0 萬 | 0.9% | +796+1.0% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 30,618 | $838.5 萬 | 0.8% | −232−0.8% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 155,105 | $770.2 萬 | 0.8% | +42,101+37.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,783 | $718.3 萬 | 0.7% | +426+4.1% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 42,119 | $709.6 萬 | 0.7% | +166+0.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,323 | $648.5 萬 | 0.6% | +172+1.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 42,529 | $614.7 萬 | 0.6% | +678+1.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,100 | $562.6 萬 | 0.6% | −469−2.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,556 | $546.2 萬 | 0.5% | +5+0.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 27,319 | $498.4 萬 | 0.5% | +172+0.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 29,636 | $495.9 萬 | 0.5% | −1,486−4.8% | 減碼 | 歷史 |
| CVNACarvana Co. | CL A | 13,044 | $492.1 萬 | 0.5% | +493+3.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 14,651 | $486.6 萬 | 0.5% | −849−5.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,701 | $363.5 萬 | 0.4% | +921+6.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,394 | $361.0 萬 | 0.4% | +5+0.1% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,337 | $345.4 萬 | 0.3% | +36+0.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,893 | $328.9 萬 | 0.3% | −30−0.4% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 9,026 | $312.5 萬 | 0.3% | +692+8.3% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 15,225 | $298.3 萬 | 0.3% | −16−0.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 26,508 | $294.2 萬 | 0.3% | +4,158+18.6% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 14,380 | $290.4 萬 | 0.3% | +1,068+8.0% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 14,073 | $271.2 萬 | 0.3% | −57−0.4% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 15,738 | $268.0 萬 | 0.3% | +1,051+7.2% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 10,951 | $262.1 萬 | 0.3% | +784+7.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 30,315 | $256.5 萬 | 0.3% | −304−1.0% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 448 | $241.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 14,751 | $238.9 萬 | 0.2% | +846+6.1% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 29,638 | $232.8 萬 | 0.2% | +878+3.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 11,326 | $230.6 萬 | 0.2% | −60−0.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,750 | $225.2 萬 | 0.2% | +27+0.5% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 10,030 | $214.4 萬 | 0.2% | −22−0.2% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 10,710 | $210.2 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,951 | $206.0 萬 | 0.2% | −13−0.4% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 20,848 | $204.2 萬 | 0.2% | +504+2.5% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,410 | $197.7 萬 | 0.2% | +3,752+226.3% | 加碼 | – |
| BSXBoston Scientific Corp | Stock | 20,103 | $196.3 萬 | 0.2% | +77+0.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,863 | $158.2 萬 | 0.2% | −59−0.5% | 減碼 | – |
| STLDSteel Dynamics Inc | COM | 11,133 | $155.2 萬 | 0.2% | +11+0.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 12,596 | $152.9 萬 | 0.2% | +32+0.3% | 加碼 | 歷史 |
| HTZHertz Global Holdings, Inc | COM NEW | 220,189 | $149.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,198 | $146.5 萬 | 0.1% | +92+1.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 18,447 | $144.5 萬 | 0.1% | +4,493+32.2% | 加碼 | – |
| FISVFiserv Inc | Stock | 10,737 | $138.4 萬 | 0.1% | −2,536−19.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,259 | $135.6 萬 | 0.1% | +19+0.8% | 加碼 | – |
| DOCSDoximity, Inc. | CL A | 18,055 | $132.1 萬 | 0.1% | −51−0.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 4,213 | $121.4 萬 | 0.1% | +107+2.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 26,809 | $120.9 萬 | 0.1% | +76+0.3% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 3,500 | $118.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 15,093 | $109.3 萬 | 0.1% | +14,139+1,482.1% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 6,661 | $107.8 萬 | 0.1% | −4,782−41.8% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 3,200 | $105.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,700 | $102.9 萬 | 0.1% | −1,600−19.3% | 減碼 | 歷史 |
| XPOXPO, Inc. | COM | 7,922 | $102.4 萬 | 0.1% | −20−0.3% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 16,865 | $101.9 萬 | 0.1% | −48,077−74.0% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 4,387 | $100.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Morgan Stanley ETF Trust61774R858 | EATON VANCE SHRT | 19,972 | $100.7 萬 | 0.1% | +19,972 | 新進 | – |
| MCDMcDonalds Corp | Stock | 3,244 | $98.6 萬 | 0.1% | −49−1.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,929 | $97.0 萬 | 0.1% | +49+2.6% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 6,507 | $93.1 萬 | 0.1% | −82−1.2% | 減碼 | 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 2 季之後清倉（72 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VNOMViper Energy, Inc. | COM | 319,503 | $1,218 萬 | 1.3% | 歷史 |
| SKXSkechers USA Inc | CL A | 3,542 | $22.4 萬 | <0.1% | 歷史 |
| HESHess Corp | Stock | 800 | $11.1 萬 | <0.1% | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 17,500 | $6.33 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 1,907 | $4.84 萬 | <0.1% | 歷史 |
| AVAVAeroVironment Inc | COM | 123 | $3.50 萬 | <0.1% | 歷史 |
| NBXGNeuberger Next Generation Connectivity Fund Inc. | COMMON STOCK | 2,232 | $3.26 萬 | <0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 135 | $2.99 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 135 | $1.36 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 29 | $1.13 萬 | <0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 132 | $1.06 萬 | <0.1% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 82 | $1.02 萬 | <0.1% | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 48 | $9,521 | <0.1% | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 26 | $8,627 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 82 | $8,168 | <0.1% | – |
| SAPSAP SE | ADR | 25 | $7,603 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 127 | $7,220 | <0.1% | – |
| NUENucor Corp | COM | 51 | $6,607 | <0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 13 | $5,858 | <0.1% | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 91 | $4,950 | <0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 57 | $4,197 | <0.1% | – |
| TTETotalEnergies SE | SPONSORED ADS | 65 | $3,990 | <0.1% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 44 | $3,663 | <0.1% | – |
| HSYHershey Co | COM | 22 | $3,651 | <0.1% | 歷史 |
| MECMayville Engineering Company, Inc. | COM | 200 | $3,192 | <0.1% | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 58 | $3,152 | <0.1% | 歷史 |
| STKLSunOpta Inc. | COM | 500 | $2,900 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7 | $2,838 | <0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 1 | $2,614 | <0.1% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 42 | $2,430 | <0.1% | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 72 | $1,837 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 20 | $1,824 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 150 | $1,722 | <0.1% | 歷史 |
| KLGWK Kellogg Co | COM | 105 | $1,674 | <0.1% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 23 | $1,581 | <0.1% | 歷史 |
| TDGTransDigm Group INC | COM | 1 | $1,521 | <0.1% | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 20 | $1,488 | <0.1% | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 29 | $1,373 | <0.1% | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 61 | $1,367 | <0.1% | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 57 | $1,327 | <0.1% | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 58 | $1,324 | <0.1% | – |
| STMSTMicroelectronics N.V. | NY REGISTRY | 43 | $1,308 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 600 | $1,266 | <0.1% | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 60 | $1,240 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 10 | $1,196 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14 | $1,121 | <0.1% | – |
| NVCRNovoCure Ltd | ORD SHS | 60 | $1,068 | <0.1% | 歷史 |
| WATWaters Corp | COM | 3 | $1,047 | <0.1% | 歷史 |
| NTRANatera, Inc. | COM | 6 | $1,014 | <0.1% | 歷史 |
| TFIITFI International Inc. | COM | 11 | $986 | <0.1% | 歷史 |
| WCNWaste Connections, Inc. | COM | 5 | $934 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 10 | $890 | <0.1% | – |
| NTESNetEase, Inc. | SPONSORED ADS | 6 | $807 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 2 | $756 | <0.1% | 歷史 |
| FIGSFIGS, Inc. | CL A | 130 | $733 | <0.1% | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 28 | $687 | <0.1% | – |
| AMXAmerica Movil SAB de CV | SPON ADS RP CL B | 37 | $664 | <0.1% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 4 | $649 | <0.1% | 歷史 |
| SESea Ltd | SPONSORD ADS | 4 | $640 | <0.1% | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 18 | $590 | <0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 6 | $562 | <0.1% | 歷史 |
| HUBSHubSpot Inc | COM | 1 | $557 | <0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 11 | $529 | <0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 3 | $507 | <0.1% | 歷史 |
| FOXAFox Corp | CL A COM | 9 | $504 | <0.1% | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 15 | $440 | <0.1% | 歷史 |
| SNDKSandisk Corp | COM | 9 | $408 | <0.1% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 3 | $302 | <0.1% | 歷史 |
| NWSANews Corp | CL A | 6 | $178 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 9 | $102 | <0.1% | – |
| EMBCEmbecta Corp. | Stock | 5 | $48 | <0.1% | 歷史 |
| ZIMVZimVie Inc. | Stock | 2 | $19 | <0.1% | 歷史 |