Nemes Rush Group LLC
- SEC CIK
- 0001982273
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/11 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 988
- 較 2025 年第 3 季 +313
- 總值
- $10.6 億
- 較 2025 年第 3 季 +$5,492 萬 (+5.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 162,136 | $5,612 萬 | 5.3% | −5,924−3.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 202,383 | $5,502 萬 | 5.2% | −2,368−1.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 129,750 | $4,061 萬 | 3.8% | −4,585−3.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 81,707 | $3,952 萬 | 3.7% | −173−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 199,347 | $3,718 萬 | 3.5% | −1,187−0.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 110,099 | $3,548 萬 | 3.3% | −1,796−1.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 40,854 | $2,697 萬 | 2.5% | −1,032−2.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 152,162 | $2,605 萬 | 2.5% | −4,528−2.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 218,372 | $2,433 萬 | 2.3% | −1,653−0.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 119,962 | $2,052 萬 | 1.9% | −3,303−2.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 263,619 | $2,031 萬 | 1.9% | −6,566−2.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 96,456 | $1,996 萬 | 1.9% | +1,327+1.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 57,232 | $1,969 萬 | 1.9% | −790−1.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 182,075 | $1,917 萬 | 1.8% | −2,395−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 81,424 | $1,879 萬 | 1.8% | +2,319+2.9% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 48,322 | $1,852 萬 | 1.7% | −1,267−2.6% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 67,261 | $1,837 萬 | 1.7% | −360−0.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 58,586 | $1,829 萬 | 1.7% | −1,276−2.1% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 121,153 | $1,745 萬 | 1.6% | −2,395−1.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,361 | $1,651 萬 | 1.6% | +94+0.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 35,839 | $1,612 萬 | 1.5% | +1,392+4.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 50,488 | $1,608 萬 | 1.5% | −724−1.4% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 40,893 | $1,445 萬 | 1.4% | −1,263−3.0% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 29,805 | $1,397 萬 | 1.3% | −175−0.6% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 282,328 | $1,397 萬 | 1.3% | +65,749+30.4% | 加碼 | – |
| JCIJohnson Controls International plc | Stock | 115,912 | $1,388 萬 | 1.3% | −2,982−2.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 18,233 | $1,243 萬 | 1.2% | +7,450+69.1% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 239,159 | $1,190 萬 | 1.1% | +53,234+28.6% | 加碼 | – |
| VNOMViper Energy, Inc. | CL A | 304,836 | $1,178 萬 | 1.1% | +304,836 | 新進 | 歷史 |
| FFord Motor Co | Stock | 896,997 | $1,177 萬 | 1.1% | −2850.0% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 236,718 | $1,171 萬 | 1.1% | +52,739+28.7% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 68,666 | $1,103 萬 | 1.0% | −904−1.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,389 | $1,068 萬 | 1.0% | −1,350−9.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 40,302 | $1,068 萬 | 1.0% | −224−0.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 29,560 | $1,037 萬 | 1.0% | +328+1.1% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 196,156 | $1,009 萬 | 1.0% | +6,833+3.6% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 43,173 | $998.7 萬 | 0.9% | −2,650−5.8% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 25,612 | $996.8 萬 | 0.9% | +207+0.8% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 45,559 | $988.9 萬 | 0.9% | −363−0.8% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 199,054 | $986.0 萬 | 0.9% | +43,949+28.3% | 加碼 | – |
| ALLAllstate Corp | Stock | 47,209 | $982.7 萬 | 0.9% | −100.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 79,146 | $952.4 萬 | 0.9% | +562+0.7% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 31,566 | $926.7 萬 | 0.9% | −327−1.0% | 減碼 | 歷史 |
| VICIVici Properties Inc. | COM | 311,386 | $875.6 萬 | 0.8% | −27,098−8.0% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 29,993 | $787.4 萬 | 0.7% | −625−2.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 40,056 | $780.7 萬 | 0.7% | −374−0.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,311 | $731.5 萬 | 0.7% | +211+0.9% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,190 | $689.3 萬 | 0.6% | −133−1.0% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 41,536 | $672.7 萬 | 0.6% | −583−1.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 42,758 | $656.8 萬 | 0.6% | +229+0.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 15,192 | $562.0 萬 | 0.5% | +541+3.7% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 13,268 | $559.9 萬 | 0.5% | +224+1.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,935 | $543.5 萬 | 0.5% | +2,541+47.1% | 加碼 | – |
| RTXRTX Corp | Stock | 29,456 | $540.2 萬 | 0.5% | −180−0.6% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 27,680 | $492.0 萬 | 0.5% | +361+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,855 | $464.5 萬 | 0.4% | +12,660+1,059.4% | 加碼 | – |
| NFLXNetflix Inc | Stock | 46,123 | $432.4 萬 | 0.4% | +563+1.2% | 加碼依 10 比 1 拆股換算 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 83,134 | $418.3 萬 | 0.4% | +83,134 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 4,717 | $414.6 萬 | 0.4% | +380+8.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,877 | $394.0 萬 | 0.4% | −16−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,858 | $362.3 萬 | 0.3% | +157+1.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 26,772 | $328.6 萬 | 0.3% | +264+1.0% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 11,185 | $316.9 萬 | 0.3% | +1,155+11.5% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 14,225 | $297.3 萬 | 0.3% | −155−1.1% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 8,263 | $267.7 萬 | 0.3% | −763−8.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,737 | $260.1 萬 | 0.2% | −13−0.2% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 15,558 | $253.3 萬 | 0.2% | −180−1.1% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 29,490 | $252.3 萬 | 0.2% | −148−0.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 29,910 | $251.9 萬 | 0.2% | −405−1.3% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 15,204 | $245.3 萬 | 0.2% | −21−0.1% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 449 | $240.5 萬 | 0.2% | +1+0.2% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 14,716 | $234.3 萬 | 0.2% | −35−0.2% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 13,960 | $227.0 萬 | 0.2% | −113−0.8% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 10,632 | $218.0 萬 | 0.2% | −78−0.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 11,286 | $207.9 萬 | 0.2% | −40−0.4% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,478 | $204.6 萬 | 0.2% | +68+1.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 15,723 | $191.4 萬 | 0.2% | +15,708+104,720.0% | 加碼 | – |
| STLDSteel Dynamics Inc | COM | 11,078 | $187.7 萬 | 0.2% | −55−0.5% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 12,452 | $185.2 萬 | 0.2% | +1,589+14.6% | 加碼 | – |
| SPOTSpotify Technology S.A. | Stock | 3,139 | $182.3 萬 | 0.2% | +188+6.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 21,585 | $176.4 萬 | 0.2% | +737+3.5% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,521 | $173.0 萬 | 0.2% | −2,430−22.2% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 12,364 | $167.8 萬 | 0.2% | −232−1.8% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 17,262 | $164.6 萬 | 0.2% | −2,841−14.1% | 減碼 | 歷史 |
| Morgan Stanley ETF Trust61774R858 | EATON VANCE SHRT | 32,233 | $162.4 萬 | 0.2% | +12,261+61.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,683 | $153.8 萬 | 0.1% | +287+2.8% | 加碼依 2 比 1 拆股換算 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 18,290 | $146.7 萬 | 0.1% | −157−0.9% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 19,058 | $141.4 萬 | 0.1% | +3,965+26.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,259 | $138.8 萬 | 0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 25,568 | $137.9 萬 | 0.1% | −1,241−4.6% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,020 | $128.9 萬 | 0.1% | −641−9.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 4,462 | $122.8 萬 | 0.1% | +249+5.9% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 5,187 | $119.2 萬 | 0.1% | +800+18.2% | 加碼 | 歷史 |
| HTZHertz Global Holdings, Inc | COM NEW | 220,189 | $113.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,758 | $110.2 萬 | 0.1% | +467+36.2% | 加碼 | – |
| XPOXPO, Inc. | COM | 7,888 | $107.2 萬 | 0.1% | −34−0.4% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 3,500 | $107.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 21,802 | $104.7 萬 | 0.1% | +3,451+18.8% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,328 | $104.3 萬 | 0.1% | +11,510+1,407.1% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 22,523 | $104.1 萬 | 0.1% | +3,548+18.7% | 加碼 | – |
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 3 季之後清倉（16 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KKellanova | Stock | 423 | $3.47 萬 | <0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 315 | $2.88 萬 | <0.1% | – |
| SMRNuscale Power Corp | CL A COM | 700 | $2.52 萬 | <0.1% | 歷史 |
| CINFCincinnati Financial Corp | COM | 40 | $6,324 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 128 | $6,159 | <0.1% | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 126 | $4,825 | <0.1% | – |
| FLRFluor Corp | Stock | 100 | $4,207 | <0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 26 | $3,604 | <0.1% | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 81 | $2,759 | <0.1% | 歷史 |
| CUBECubeSmart | REIT | 36 | $1,464 | <0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 7 | $1,118 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 3 | $781 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 2 | $313 | <0.1% | 歷史 |
| GLOBGlobant S.A. | COM | 3 | $172 | <0.1% | 歷史 |
| GNPXGenprex, Inc. | Stock | 250 | $42 | <0.1% | 歷史 |
| TTNPTitan Pharmaceuticals Inc | COM NEW | 1 | $5 | <0.1% | 歷史 |