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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。

機構總覽
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%)
申報日
2026/8/14
SEC
Nemes Rush Group LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PENNPENN Entertainment, Inc.COM122$2,606<0.1%00.0%不變歷史
Global X FDS37954Y657US PFD ETF139$2,607<0.1%+2+1.5%加碼–
ORealty Income CorpREIT43$2,664<0.1%00.0%不變歷史
WMSAdvanced Drainage Systems, Inc.COM17$2,697<0.1%00.0%不變歷史
WDSWoodside Energy Group LtdADR140$2,705<0.1%00.0%不變歷史
TAKTakeda Pharmaceutical Co LtdADR169$2,709<0.1%00.0%不變歷史
NWGNatWest Group plcSPONS ADR154$2,715<0.1%00.0%不變歷史
ACNAccenture plcStock22$2,738<0.1%−381−94.5%減碼歷史
SPBSpectrum Brands Holdings, Inc.COM32$2,744<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock244$2,760<0.1%00.0%不變歷史
ARGXArgenx SESPONSORED ADR3$2,783<0.1%00.0%不變歷史
FASTFastenal CoStock58$2,786<0.1%00.0%不變歷史
RELXRELX PLCSPONSORED ADR88$2,787<0.1%00.0%不變歷史
MSCIMSCI Inc.Stock5$2,800<0.1%00.0%不變歷史
SJMJ M SMUCKER CoStock25$2,813<0.1%+25新進歷史
MGMMGM Resorts InternationalStock59$2,821<0.1%00.0%不變歷史
PKGPackaging Corp of AmericaStock12$2,859<0.1%+12新進歷史
HBANHuntington Bancshares IncCOM163$2,890<0.1%00.0%不變歷史
CNQCanadian Natural Resources LtdCOM74$2,923<0.1%00.0%不變歷史
FTAIFTAI Aviation Ltd.SHS11$2,976<0.1%00.0%不變歷史
SEICSEI Investments CoCOM34$2,982<0.1%00.0%不變歷史
SBACSba Communications CorpCL A17$3,000<0.1%00.0%不變歷史
CRGYCrescent Energy CoCL A COM309$3,036<0.1%+309新進歷史
TDOCTeladoc Health, Inc.COM359$3,044<0.1%00.0%不變歷史
CAHCardinal Health IncStock13$3,088<0.1%+9+225.0%加碼歷史
iShares Tr464287846DOW JONES US ETF17$3,099<0.1%00.0%不變–
ABEVAmbev S.A.SPONSORED ADR1,000$3,140<0.1%00.0%不變歷史
GMEDGlobus Medical IncStock40$3,160<0.1%00.0%不變歷史
AZOAutoZone IncCOM1$3,196<0.1%00.0%不變歷史
WMBWilliams Companies, Inc.COM43$3,197<0.1%00.0%不變歷史
SNSharkNinja, Inc.COM SHS21$3,198<0.1%00.0%不變歷史
ADMArcher-Daniels-Midland CoStock42$3,209<0.1%00.0%不變歷史
OSKOshkosh CorpCOM21$3,223<0.1%00.0%不變歷史
EEni SpASPONSORED ADR70$3,280<0.1%00.0%不變歷史
SONYSony Group CorpSPONSORED ADR165$3,310<0.1%00.0%不變歷史
PLABPhotronics IncCOM102$3,318<0.1%00.0%不變歷史
SPGSimon Property Group Inc.REIT15$3,355<0.1%00.0%不變歷史
XRAYDentsply Sirona Inc.Stock317$3,363<0.1%+317新進歷史
RYAAYRyanair Holdings PLCSPONSORED ADR52$3,367<0.1%00.0%不變歷史
EFXEquifax IncCOM21$3,386<0.1%00.0%不變歷史
TERTeradyne, IncStock7$3,387<0.1%00.0%不變歷史
NDAQNasdaq, Inc.COM44$3,468<0.1%00.0%不變歷史
Kraneshares Tr500767736QUADRTC INT RT201$3,479<0.1%+201新進–
DRIDarden Restaurants IncCOM17$3,502<0.1%+11+183.3%加碼歷史
WATWaters CorpCOM9$3,506<0.1%+2+28.6%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR151$3,561<0.1%00.0%不變歷史
NUENucor CorpCOM16$3,564<0.1%00.0%不變歷史
FICOFair Isaac CorpCOM3$3,584<0.1%00.0%不變歷史
DBXDropbox, Inc.CL A133$3,654<0.1%−15−10.1%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL49$3,670<0.1%00.0%不變–
MARMarriott International IncStock10$3,706<0.1%00.0%不變歷史
GRABGrab Holdings LtdCLASS A ORD1,000$3,770<0.1%00.0%不變歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK92$3,797<0.1%+1+1.1%加碼–
ETF Ser Solutions26922B832BAHL GAYNOR SML116$3,806<0.1%00.0%不變–
UALUnited Airlines Holdings, Inc.COM28$3,808<0.1%00.0%不變歷史
HSYHershey CoCOM22$3,860<0.1%+22新進歷史
MFGMizuho Financial Group IncSPONSORED ADR403$3,861<0.1%00.0%不變歷史
NGGNational Grid PLCSPONSORED ADR NE47$3,895<0.1%00.0%不變歷史
Global X Lithium & Battery Tech ETF37954Y855ETF50$3,914<0.1%−650−92.9%減碼–
IFFInternational Flavors & Fragrances IncCOM50$3,961<0.1%+50新進歷史
CORCencora, Inc.Stock14$3,962<0.1%−1−6.7%減碼歷史
VTRSViatris IncStock252$4,005<0.1%−9−3.4%減碼歷史
BBarrick Mining CorpStock109$4,019<0.1%+100+1,111.1%加碼歷史
ILMNIllumina, Inc.COM23$4,044<0.1%00.0%不變歷史
HPEHewlett Packard Enterprise CoCOM90$4,060<0.1%−4−4.3%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF40$4,086<0.1%00.0%不變–
EOGEOG Resources IncStock32$4,151<0.1%00.0%不變歷史
iShares Tr464288760US AER DEF ETF18$4,364<0.1%00.0%不變–
SWSmurfit Westrock plcStock95$4,395<0.1%00.0%不變歷史
CCEPCoca-Cola Europacific Partners plcSHS44$4,403<0.1%00.0%不變歷史
SAMBoston Beer Co IncCL A25$4,426<0.1%00.0%不變歷史
SNPSSynopsys IncCOM10$4,461<0.1%+6+150.0%加碼歷史
TMOThermo Fisher Scientific Inc.Stock9$4,512<0.1%−5−35.7%減碼歷史
KVUEKenvue Inc.Stock237$4,529<0.1%+237新進歷史
AMPAmeriprise Financial IncCOM10$4,588<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock12$4,641<0.1%−2−14.3%減碼歷史
ACHRArcher Aviation Inc.Stock993$4,697<0.1%00.0%不變歷史
USASAmericas Gold & Silver CorpCOM NEW1,000$4,720<0.1%+1,000新進歷史
LYGLloyds Banking Group plcSPONSORED ADR812$4,734<0.1%00.0%不變歷史
HSBCHSBC Holdings PLCSPON ADR NEW50$4,755<0.1%00.0%不變歷史
PNWPinnacle West Capital CorpCOM45$4,815<0.1%+45新進歷史
BHPBHP Group LtdADR58$4,832<0.1%00.0%不變歷史
ADSKAutodesk, Inc.COM25$4,861<0.1%00.0%不變歷史
PATHUiPath, Inc.Stock450$4,892<0.1%+350+350.0%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF30$4,938<0.1%00.0%不變–
ZTSZoetis Inc.Stock69$4,958<0.1%00.0%不變歷史
iShares Tr46435U713US INFRASTRUC79$4,959<0.1%+1+1.3%加碼–
REGNRegeneron Pharmaceuticals, Inc.COM8$4,988<0.1%00.0%不變歷史
DKSDick's Sporting Goods, Inc.Stock22$4,990<0.1%00.0%不變歷史
SWKSSkyworks Solutions, Inc.Stock75$5,085<0.1%00.0%不變歷史
SSentinelOne, Inc.CL A300$5,091<0.1%00.0%不變歷史
NVONovo Nordisk A SADR106$5,101<0.1%00.0%不變歷史
NTRSNorthern Trust CorpCOM30$5,215<0.1%00.0%不變歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS271$5,390<0.1%00.0%不變歷史
RDNRadian Group IncCOM144$5,424<0.1%+113+364.5%加碼歷史
HRHealthcare Realty Trust IncCL A COM270$5,446<0.1%+270新進歷史
LUVSouthwest Airlines CoCOM106$5,475<0.1%00.0%不變歷史
VanEck Vectors ETF Tr92189F114VIDEO GAMING61$5,475<0.1%00.0%不變–
PHMPultegroup IncCOM40$5,488<0.1%00.0%不變歷史
DHRDanaher CorpStock29$5,527<0.1%−11−27.5%減碼歷史

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。

Nemes Rush Group LLC 在 2026 年第 2 季的選擇權部位
證券類別賣權買權
AAPLApple Inc.Stock–$60.5 萬
AMZNAmazon Com IncStock–$42.8 萬
iShares Tr464287515EXPANDED TECH–$28.8 萬
VKTXViking Therapeutics, Inc.COM–$27.0 萬
RDWRedwire CorpStock–$14.1 萬
DISWalt Disney CoStock–$5.38 萬
BABAAlibaba Group Holding LtdADR–$3.95 萬
MUMicron Technology IncStock$2.42 萬–
ALBAlbemarle CorpStock–$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。

Nemes Rush Group LLC 在 2026 年第 1 季之後清倉的部位
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 IncCOM1,697$38.4 萬<0.1%歷史
iShares Tr464288323NEW YORK MUN ETF5,932$31.5 萬<0.1%–
American Centy ETF Tr025072695CORE MUNI FXD IN3,463$15.9 萬<0.1%–
Dimensional U.S. Targeted Value ETF25434V609ETF978$6.11 萬<0.1%–
PORPortland General Electric CoCOM NEW1,000$5.28 萬<0.1%歷史
RBARB Global Inc.COM521$4.99 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF650$3.62 萬<0.1%–
American Centy ETF Tr025072562AVANTIS CORE FI341$1.42 萬<0.1%–
Invesco Exch Traded FD Tr II46138E511PFD ETF1,252$1.36 萬<0.1%–
RBLXRoblox CorpStock175$9,898<0.1%歷史
ALSumisho Air Lease CorpCL A149$9,676<0.1%歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF1,210$5,953<0.1%歷史
ONONOn Holding AGStock100$3,402<0.1%歷史
EVGOEVgo Inc.CL A COM1,500$2,580<0.1%歷史
IPInternational Paper CoCOM72$2,570<0.1%歷史
PLNTPlanet Fitness, Inc.CL A30$2,231<0.1%歷史
MMSMaximus, Inc.COM27$1,731<0.1%歷史
HOLXHologic IncCOM17$1,285<0.1%歷史
First Tr Exchange-Traded FD336917109SHS20$1,016<0.1%–
VRSKVerisk Analytics, Inc.COM4$759<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS30$746<0.1%歷史
FNDFloor & Decor Holdings, Inc.CL A13$660<0.1%歷史
GGenpact LTDSHS16$596<0.1%歷史
RVTRoyce Small-Cap Trust, Inc.COM26$432<0.1%歷史
XYLXylem Inc.COM3$359<0.1%歷史
UHSUniversal Health Services IncCL B2$358<0.1%歷史
SAIASaia IncCOM1$351<0.1%歷史
PNRPENTAIR plcSHS4$348<0.1%歷史
LZBLa-Z-Boy IncCOM10$321<0.1%歷史
Global X FDS37954Y293GLB X MLP ENRG I4$296<0.1%–
SNNSmith & Nephew PLCSPDN ADR NEW7$222<0.1%歷史
ZZillow Group, Inc.CL C CAP STK5$207<0.1%歷史
DINOHF Sinclair CorpCOM2$125<0.1%歷史
EDITEditas Medicine, Inc.COM50$124<0.1%歷史
LYFTLyft, Inc.CL A COM9$120<0.1%歷史
iShares Tr464287697U.S. UTILITS ETF1$116<0.1%–
TFIITFI International Inc.COM1$109<0.1%歷史
WRBYWarby Parker Inc.CL A COM5$105<0.1%歷史
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB1$41<0.1%歷史
AKBAAkebia Therapeutics, Inc.COM2$3<0.1%歷史