Nemes Rush Group LLC 13F 持仓 · 2026年Q2
Nemes Rush Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 945 只证券，申报市值合计 12.11 亿美元。前几大持仓：AAPL（4.92%）、AVGO（4.82%）、LRCX（4.42%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | CALL: APPLE INCORPORATED JAN 300 EXP 01/15/27 100 AAPL | $59.7M | 4.92% | 204,366 | 增持 |
| 2 | AVGO | BROADCOM INCORPORATED | $58.4M | 4.82% | 154,662 | 增持 |
| 3 | LRCX | LAM RESEARCH CORPORATION COM NEW | $53.5M | 4.42% | 123,512 | 减持 |
| 4 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $41.2M | 3.40% | 115,350 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $38.9M | 3.21% | 194,629 | 增持 |
| 6 | JPM | JPMORGAN CHASE & COMPANY | $37.4M | 3.08% | 114,157 | 增持 |
| 7 | MSFT | MICROSOFT CORPORATION | $34.6M | 2.86% | 92,778 | 增持 |
| 8 | CSCO | CISCO SYSTEMS INCORPORATED | $31.0M | 2.56% | 264,245 | 增持 |
| 9 | META | META PLATFORMS INCORPORATED CLASS A | $26.1M | 2.15% | 46,284 | 增持 |
| 10 | QCOM | QUALCOMM INCORPORATED | $25.3M | 2.09% | 137,145 | 增持 |
| 11 | CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $24.9M | 2.05% | 32,613 | 增持 |
| 12 | WMT | WALMART INC | $24.3M | 2.01% | 214,717 | 增持 |
| 13 | JNJ | JOHNSON & JOHNSON | $23.2M | 1.92% | 91,397 | 增持 |
| 14 | HD | HOME DEPOT INCORPORATED | $22.7M | 1.87% | 64,285 | 增持 |
| 15 | MRK | MERCK & COMPANY INCORPORATED | $22.6M | 1.86% | 175,548 | 增持 |
| 16 | ETN | EATON CORPORATION PLC SHS (IRELAND) | $21.8M | 1.80% | 51,063 | 增持 |
| 17 | MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $21.6M | 1.78% | 52,047 | 增持 |
| 18 | CB | CHUBB LIMITED (SWITZERLAND) | $21.2M | 1.75% | 62,199 | 增持 |
| 19 | AMZN | CALL: AMAZON COM INCORPORATED JAN 300 EXP 01/15/27 100 AMZN | $20.6M | 1.70% | 85,035 | 增持 |
| 20 | DHI | D R HORTON INCORPORATED | $20.6M | 1.70% | 126,408 | 增持 |
| 21 | XFIV | BONDBLOXX ETF TR 5 YR TARGET DURATION | $20.1M | 1.66% | 413,143 | 增持 |
| 22 | LLY | ELI LILLY & COMPANY | $18.7M | 1.54% | 15,575 | 增持 |
| 23 | XTRE | BONDBLOXX ETF TR 3 YR TARGET DURATION | $16.8M | 1.39% | 343,532 | 增持 |
| 24 | XTWO | BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY | $16.5M | 1.36% | 336,640 | 增持 |
| 25 | CME | CME GROUP INCORPORATED | $16.1M | 1.33% | 72,940 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR