Nemes Rush Group LLC
- SEC CIK
- 0001982273
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 945
- 較 2026 年第 1 季 +9
- 總值
- $12.1 億
- 較 2026 年第 1 季 +$1.59 億 (+15.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 204,066 | $5,905 萬 | 4.9% | +2,008+1.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 154,662 | $5,842 萬 | 4.8% | +188+0.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 123,512 | $5,352 萬 | 4.4% | −450.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 115,350 | $4,122 萬 | 3.4% | +1,425+1.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 194,629 | $3,894 萬 | 3.2% | +2,181+1.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 114,157 | $3,737 萬 | 3.1% | +2,546+2.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 92,778 | $3,461 萬 | 2.9% | +2,689+3.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 264,245 | $3,104 萬 | 2.6% | +2,824+1.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 46,284 | $2,607 萬 | 2.2% | +1,975+4.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 137,145 | $2,534 萬 | 2.1% | +3,695+2.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 32,613 | $2,489 萬 | 2.1% | +591+1.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 214,717 | $2,432 萬 | 2.0% | +3,742+1.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 91,397 | $2,321 萬 | 1.9% | +2,172+2.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 64,285 | $2,267 萬 | 1.9% | +2,462+4.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 175,548 | $2,256 萬 | 1.9% | +4,584+2.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 51,063 | $2,176 萬 | 1.8% | +1,218+2.4% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 52,047 | $2,161 萬 | 1.8% | +1,476+2.9% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 62,199 | $2,119 萬 | 1.8% | +1,691+2.8% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 126,408 | $2,059 萬 | 1.7% | +4,772+3.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 84,585 | $2,016 萬 | 1.7% | +903+1.1% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 413,143 | $2,011 萬 | 1.7% | +61,075+17.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 15,575 | $1,868 萬 | 1.5% | +378+2.5% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 343,532 | $1,684 萬 | 1.4% | +43,366+14.4% | 加碼 | – |
| Bondbloxx ETF Trust09789C853 | BLOOMBERG TWO YR | 336,640 | $1,648 萬 | 1.4% | +39,361+13.2% | 加碼 | – |
| CMECME Group Inc. | COM | 72,940 | $1,611 萬 | 1.3% | +2,416+3.4% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 109,073 | $1,594 萬 | 1.3% | +762+0.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 35,917 | $1,511 萬 | 1.2% | −1,318−3.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 15,448 | $1,445 萬 | 1.2% | +737+5.0% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 281,252 | $1,389 萬 | 1.1% | +32,690+13.2% | 加碼 | – |
| VNOMViper Energy, Inc. | CL A | 323,876 | $1,373 萬 | 1.1% | +8,193+2.6% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 46,680 | $1,312 萬 | 1.1% | +1,573+3.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 26,424 | $1,298 萬 | 1.1% | +558+2.2% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 914,081 | $1,271 萬 | 1.1% | +18,118+2.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 45,672 | $1,242 萬 | 1.0% | +1,047+2.3% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 49,591 | $1,180 萬 | 1.0% | +862+1.8% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 226,338 | $1,151 萬 | 1.0% | +7,462+3.4% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 44,675 | $1,110 萬 | 0.9% | +1,829+4.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 32,101 | $1,101 萬 | 0.9% | +616+2.0% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 409,794 | $1,088 萬 | 0.9% | +19,961+5.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 77,135 | $1,055 萬 | 0.9% | +1,455+1.9% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 65,329 | $993.2 萬 | 0.8% | −2,146−3.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,884 | $962.2 萬 | 0.8% | +161+1.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 31,271 | $871.2 萬 | 0.7% | +825+2.7% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 29,609 | $860.4 萬 | 0.7% | +798+2.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 55,485 | $813.1 萬 | 0.7% | +1,124+2.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 51,333 | $804.2 萬 | 0.7% | +1,515+3.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,623 | $799.3 萬 | 0.7% | +55+0.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,564 | $699.0 萬 | 0.6% | −27−0.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 44,098 | $668.1 萬 | 0.6% | +1,300+3.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 15,615 | $635.9 萬 | 0.5% | +42+0.3% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 47,765 | $588.0 萬 | 0.5% | +1,462+3.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 29,475 | $559.2 萬 | 0.5% | −64−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,746 | $508.7 萬 | 0.4% | +30.0% | 加碼 | – |
| AXPAmerican Express Co | Stock | 15,032 | $508.5 萬 | 0.4% | −77−0.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 58,745 | $481.4 萬 | 0.4% | +4,384+8.1% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,694 | $474.7 萬 | 0.4% | +11+0.2% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 66,407 | $437.1 萬 | 0.4% | 00.0% | 不變依 5 比 1 拆股換算 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 11,937 | $407.1 萬 | 0.3% | +412+3.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 15,537 | $404.6 萬 | 0.3% | −105−0.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,922 | $400.7 萬 | 0.3% | −89−0.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,824 | $361.3 萬 | 0.3% | −2,587−34.9% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 13,925 | $356.0 萬 | 0.3% | −14−0.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,068 | $352.5 萬 | 0.3% | +13+0.2% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 9,950 | $342.6 萬 | 0.3% | +406+4.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 26,864 | $339.4 萬 | 0.3% | −76−0.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 28,192 | $328.9 萬 | 0.3% | +913+3.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 45,306 | $323.5 萬 | 0.3% | +40+0.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 30,550 | $312.2 萬 | 0.3% | +157+0.5% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 3,500 | $293.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 14,253 | $286.9 萬 | 0.2% | −109−0.8% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,579 | $277.1 萬 | 0.2% | −26−0.5% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 10,286 | $276.6 萬 | 0.2% | −24−0.2% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 10,707 | $274.0 萬 | 0.2% | −62−0.6% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 10,088 | $257.7 萬 | 0.2% | +109+1.1% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 16,140 | $256.0 萬 | 0.2% | +971+6.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 28,443 | $250.0 萬 | 0.2% | +3,959+16.2% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 49,304 | $248.2 萬 | 0.2% | 00.0% | 不變 | – |
| STLDSteel Dynamics Inc | COM | 10,705 | $245.6 萬 | 0.2% | −62−0.6% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 29,808 | $222.2 萬 | 0.2% | −189−0.6% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,382 | $220.4 萬 | 0.2% | +10.0% | 加碼 | – |
| NRGNRG Energy, Inc. | Stock | 14,628 | $213.7 萬 | 0.2% | −121−0.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 15,723 | $201.0 萬 | 0.2% | 00.0% | 不變 | – |
| BKNGBooking Holdings Inc. | Stock | 11,228 | $200.1 萬 | 0.2% | 00.0% | 不變依 25 比 1 拆股換算 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,369 | $197.6 萬 | 0.2% | −326−3.0% | 減碼 | – |
| Morgan Stanley ETF Trust61774R858 | EATON VANCE SHRT | 39,137 | $196.9 萬 | 0.2% | −4,882−11.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,636 | $194.1 萬 | 0.2% | 00.0% | 不變 | – |
| TMUST-Mobile US, Inc. | Stock | 11,402 | $191.2 萬 | 0.2% | +2,672+30.6% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 37,960 | $179.4 萬 | 0.1% | +8,664+29.6% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 12,424 | $177.8 萬 | 0.1% | +112+0.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 22,670 | $163.6 萬 | 0.1% | +581+2.6% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C721 | IR M TAXAWARE | 31,896 | $161.8 萬 | 0.1% | +836+2.7% | 加碼 | – |
| XPOXPO, Inc. | COM | 7,834 | $160.8 萬 | 0.1% | −8−0.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 27,548 | $158.7 萬 | 0.1% | +1,850+7.2% | 加碼 | 歷史 |
| PLXSPlexus Corp | COM | 5,174 | $155.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 33,814 | $154.1 萬 | 0.1% | +3,531+11.7% | 加碼 | – |
| SPOTSpotify Technology S.A. | Stock | 3,214 | $147.6 萬 | 0.1% | +93+3.0% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,500 | $144.8 萬 | 0.1% | +11+0.7% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 3,186 | $137.5 萬 | 0.1% | +54+1.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,852 | $133.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 4,529 | $124.9 萬 | 0.1% | +77+1.7% | 加碼 | 歷史 |
選擇權（9 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 |
|---|---|---|---|
| AAPLApple Inc. | Stock | – | $60.5 萬 |
| AMZNAmazon Com Inc | Stock | – | $42.8 萬 |
| iShares Tr464287515 | EXPANDED TECH | – | $28.8 萬 |
| VKTXViking Therapeutics, Inc. | COM | – | $27.0 萬 |
| RDWRedwire Corp | Stock | – | $14.1 萬 |
| DISWalt Disney Co | Stock | – | $5.38 萬 |
| BABAAlibaba Group Holding Ltd | ADR | – | $3.95 萬 |
| MUMicron Technology Inc | Stock | $2.42 萬 | – |
| ALBAlbemarle Corp | Stock | – | $400 |
2026 年第 1 季之後清倉（40 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 1,697 | $38.4 萬 | <0.1% | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 5,932 | $31.5 萬 | <0.1% | – |
| American Centy ETF Tr025072695 | CORE MUNI FXD IN | 3,463 | $15.9 萬 | <0.1% | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 978 | $6.11 萬 | <0.1% | – |
| PORPortland General Electric Co | COM NEW | 1,000 | $5.28 萬 | <0.1% | 歷史 |
| RBARB Global Inc. | COM | 521 | $4.99 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 650 | $3.62 萬 | <0.1% | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 341 | $1.42 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 1,252 | $1.36 萬 | <0.1% | – |
| RBLXRoblox Corp | Stock | 175 | $9,898 | <0.1% | 歷史 |
| ALSumisho Air Lease Corp | CL A | 149 | $9,676 | <0.1% | 歷史 |
| GHIGreystone Housing Impact Investors LP | BEN UNIT CTF | 1,210 | $5,953 | <0.1% | 歷史 |
| ONONOn Holding AG | Stock | 100 | $3,402 | <0.1% | 歷史 |
| EVGOEVgo Inc. | CL A COM | 1,500 | $2,580 | <0.1% | 歷史 |
| IPInternational Paper Co | COM | 72 | $2,570 | <0.1% | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 30 | $2,231 | <0.1% | 歷史 |
| MMSMaximus, Inc. | COM | 27 | $1,731 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 17 | $1,285 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 20 | $1,016 | <0.1% | – |
| VRSKVerisk Analytics, Inc. | COM | 4 | $759 | <0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 30 | $746 | <0.1% | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 13 | $660 | <0.1% | 歷史 |
| GGenpact LTD | SHS | 16 | $596 | <0.1% | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 26 | $432 | <0.1% | 歷史 |
| XYLXylem Inc. | COM | 3 | $359 | <0.1% | 歷史 |
| UHSUniversal Health Services Inc | CL B | 2 | $358 | <0.1% | 歷史 |
| SAIASaia Inc | COM | 1 | $351 | <0.1% | 歷史 |
| PNRPENTAIR plc | SHS | 4 | $348 | <0.1% | 歷史 |
| LZBLa-Z-Boy Inc | COM | 10 | $321 | <0.1% | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 4 | $296 | <0.1% | – |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 7 | $222 | <0.1% | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 5 | $207 | <0.1% | 歷史 |
| DINOHF Sinclair Corp | COM | 2 | $125 | <0.1% | 歷史 |
| EDITEditas Medicine, Inc. | COM | 50 | $124 | <0.1% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 9 | $120 | <0.1% | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 1 | $116 | <0.1% | – |
| TFIITFI International Inc. | COM | 1 | $109 | <0.1% | 歷史 |
| WRBYWarby Parker Inc. | CL A COM | 5 | $105 | <0.1% | 歷史 |
| BNTBrookfield Wealth Solutions Ltd. | CL A EXCHANGEAB | 1 | $41 | <0.1% | 歷史 |
| AKBAAkebia Therapeutics, Inc. | COM | 2 | $3 | <0.1% | 歷史 |