Kemnay Advisory Services Inc.
New York NY · SEC CIK 0001555283
$7.91亿2026Q2 申报市值
1,169持仓数
74.7%前十大占比 · 第一大 29.0%
170 / 217新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MA 加仓+$2,737.49万
BRK/B 加仓+$941.88万
META 加仓+$874.56万
V 加仓+$833.78万
GWRE 加仓+$818.41万
2026Q2 卖出最多 按季末市值估算
INDA 清仓-$1,946.95万
SPY 清仓-$1,709.48万
INTU 减仓-$545.52万
OFFERPAD SOLUTIO 清仓-$90.39万
CRDO 减仓-$29.21万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VNO | VORNADO RLTY TR | $2.29亿 | 28.97% | 5,834,481 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $1.06亿 | 13.43% | 1,139,610 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,161.43万 | 6.52% | 108,077 | 1,994 | 1.9% | $95.23万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $4,314.37万 | 5.45% | 295,121 | -66 | -0.0% | -$9,649 | 减仓 |
| V | VISA INC | $2,788.02万 | 3.52% | 81,262 | 24,302 | 42.7% | $833.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,786.67万 | 3.52% | 55,690 | 18,823 | 51.1% | $941.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,750.89万 | 3.48% | 53,561 | 53,300 | 20,421.5% | $2,737.49万 | 加仓 |
| AAPL | APPLE INC | $2,739.40万 | 3.46% | 94,671 | 22,135 | 30.5% | $640.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,556.05万 | 3.23% | 127,745 | 25,093 | 24.4% | $502.09万 | 加仓 |
| META | META PLATFORMS INC | $2,502.42万 | 3.16% | 44,425 | 15,526 | 53.7% | $874.56万 | 加仓 |
| AMZN | AMAZON COM INC | $2,468.08万 | 3.12% | 103,553 | 12,785 | 14.1% | $304.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,460.81万 | 3.11% | 65,970 | 18,625 | 39.3% | $694.75万 | 加仓 |
| GOOG | ALPHABET INC | $2,417.73万 | 3.05% | 68,427 | 7,667 | 12.6% | $270.90万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,902.91万 | 2.40% | 37,955 | 359 | 1.0% | $18.00万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,436.50万 | 1.81% | 8,463 | 1,936 | 29.7% | $328.61万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,115.76万 | 1.41% | 286,976 | 51,516 | 21.9% | $200.29万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,035.87万 | 1.31% | 54,382 | 8,832 | 19.4% | $168.23万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $820.40万 | 1.04% | 66,672 | 66,510 | 41,055.6% | $818.41万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $677.57万 | 0.86% | 86,425 | 1,029 | 1.2% | $8.07万 | 加仓 |
| AS | AMER SPORTS INC | $360.22万 | 0.46% | 106,447 | 105,735 | 14,850.4% | $357.81万 | 加仓 |
| — | OFFERPAD SOLUTIONS INC | $96.68万 | 0.12% | 195,714 | 195,714 | — | $96.68万 | 新建仓 |
| GOOGL | ALPHABET INC | $69.83万 | 0.09% | 1,954 | 206 | 11.8% | $7.36万 | 加仓 |
| AVGO | BROADCOM INC | $59.61万 | 0.08% | 1,578 | 174 | 12.4% | $6.57万 | 加仓 |
| TSLA | TESLA INC | $47.49万 | 0.06% | 1,129 | 121 | 12.0% | $5.09万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $43.98万 | 0.06% | 381 | -6 | -1.6% | -$6,926 | 减仓 |
| LLY | ELI LILLY & CO | $36.34万 | 0.05% | 303 | 11 | 3.8% | $1.32万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.89万 | 0.04% | 549 | -39 | -6.6% | -$2.27万 | 减仓 |
| IWB | ISHARES TR | $30.43万 | 0.04% | 743 | 93 | 14.3% | $3.81万 | 加仓 |
| IWM | ISHARES TR | $30.38万 | 0.04% | 1,011 | 56 | 5.9% | $1.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $29.36万 | 0.04% | 897 | 46 | 5.4% | $1.51万 | 加仓 |
| FIG | FIGMA INC | $24.01万 | 0.03% | 13,274 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $23.92万 | 0.03% | 5,829 | 4,852 | 496.6% | $19.91万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $23.72万 | 0.03% | 3,401 | 2,521 | 286.5% | $17.58万 | 加仓 |
| PLXS | PLEXUS CORP | $23.03万 | 0.03% | 766 | 30 | 4.1% | $9,020 | 加仓 |
| LRCX | LAM RESEARCH CORP | $22.19万 | 0.03% | 512 | 23 | 4.7% | $9,967 | 加仓 |
| TJX | TJX COS INC NEW | $22.10万 | 0.03% | 1,459 | 33 | 2.3% | $5,000 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $21.84万 | 0.03% | 342 | 159 | 86.9% | $10.16万 | 加仓 |
| BCPC | BALCHEM CORP | $21.27万 | 0.03% | 1,259 | 446 | 54.9% | $7.54万 | 加仓 |
| APH | AMPHENOL CORP | $21.25万 | 0.03% | 1,205 | 645 | 115.2% | $11.37万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.92万 | 0.03% | 4,940 | 3,391 | 218.9% | $14.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $20.10万 | 0.03% | 278 | 2 | 0.7% | $1,446 | 加仓 |
| — | EXXON MOBIL CORP | $20.08万 | 0.03% | 1,469 | 85 | 6.1% | $1.16万 | 加仓 |
| INTC | INTEL CORP | $19.35万 | 0.02% | 1,386 | -170 | -10.9% | -$2.37万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $18.70万 | 0.02% | 7,269 | 461 | 6.8% | $1.19万 | 加仓 |
| AGYS | AGILYSYS INC | $18.56万 | 0.02% | 1,776 | 1,653 | 1,343.9% | $17.27万 | 加仓 |
| DBD | DIEBOLD NIXDORF INC | $18.43万 | 0.02% | 2,168 | 356 | 19.6% | $3.03万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $18.38万 | 0.02% | 1,637 | 1,381 | 539.5% | $15.51万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $18.36万 | 0.02% | 1,429 | 923 | 182.4% | $11.86万 | 加仓 |
| WMT | WALMART INC | $18.35万 | 0.02% | 1,620 | 94 | 6.2% | $1.06万 | 加仓 |
| ABBV | ABBVIE INC | $18.14万 | 0.02% | 721 | 44 | 6.5% | $1.11万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $17.96万 | 0.02% | 4,729 | 2,384 | 101.7% | $9.05万 | 加仓 |
| CVS | CVS HEALTH CORP | $17.78万 | 0.02% | 1,719 | -604 | -26.0% | -$6.25万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $17.76万 | 0.02% | 8,280 | 7,054 | 575.4% | $15.13万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $17.47万 | 0.02% | 1,873 | 1,496 | 396.8% | $13.96万 | 重新持有 |
| VCEL | VERICEL CORP | $17.36万 | 0.02% | 3,903 | 464 | 13.5% | $2.06万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $16.91万 | 0.02% | 471 | 442 | 1,524.1% | $15.87万 | 加仓 |
| KBH | KB HOME | $16.83万 | 0.02% | 2,689 | 2,251 | 513.9% | $14.09万 | 加仓 |
| HAPN | HAPPEN INC | $16.79万 | 0.02% | 8,096 | 7,660 | 1,756.9% | $15.89万 | 重新持有 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $16.75万 | 0.02% | 14,184 | 2,672 | 23.2% | $3.16万 | 加仓 |
| KN | KNOWLES CORP | $16.70万 | 0.02% | 4,027 | 2,860 | 245.1% | $11.86万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $16.69万 | 0.02% | 8,481 | 2,483 | 41.4% | $4.89万 | 加仓 |
| FTDR | FRONTDOOR INC | $16.69万 | 0.02% | 2,151 | -270 | -11.2% | -$2.09万 | 减仓 |
| CAT | CATERPILLAR INC | $16.61万 | 0.02% | 156 | 7 | 4.7% | $7,454 | 加仓 |
| DAVE | DAVE INC | $16.58万 | 0.02% | 445 | 421 | 1,754.2% | $15.69万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $16.48万 | 0.02% | 3,550 | 3,550 | — | $16.48万 | 新建仓 |
| NATR | NATURES SUNSHINE PRODS INC | $16.34万 | 0.02% | 7,496 | 3,375 | 81.9% | $7.36万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $16.24万 | 0.02% | 12,044 | 5,114 | 73.8% | $6.89万 | 加仓 |
| MXL | MAXLINEAR INC | $16.14万 | 0.02% | 1,261 | 1,261 | — | $16.14万 | 新建仓 |
| BJRI | BJS RESTAURANTS INC | $16.13万 | 0.02% | 2,656 | -298 | -10.1% | -$1.81万 | 减仓 |
| FTNT | FORTINET INC | $16.05万 | 0.02% | 1,045 | 628 | 150.6% | $9.65万 | 加仓 |
| ENTG | ENTEGRIS INC | $16.01万 | 0.02% | 890 | 756 | 564.2% | $13.60万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $16.00万 | 0.02% | 18,675 | 5,742 | 44.4% | $4.92万 | 加仓 |
| FTV | FORTIVE CORP | $15.90万 | 0.02% | 2,602 | 2,481 | 2,050.4% | $15.16万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $15.58万 | 0.02% | 2,852 | 2,342 | 459.2% | $12.79万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $15.48万 | 0.02% | 5,206 | 1,807 | 53.2% | $5.37万 | 加仓 |
| TPC | TUTOR PERINI CORP | $15.36万 | 0.02% | 1,851 | 1,736 | 1,509.6% | $14.40万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $15.22万 | 0.02% | 995 | -369 | -27.1% | -$5.64万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $15.21万 | 0.02% | 8,656 | 8,656 | — | $15.21万 | 新建仓 |
| AIR | AAR CORP | $15.21万 | 0.02% | 1,064 | 868 | 442.9% | $12.41万 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $15.20万 | 0.02% | 6,364 | 1,268 | 24.9% | $3.03万 | 重新持有 |
| GTX | GARRETT MOTION INC | $15.03万 | 0.02% | 4,149 | 1,086 | 35.5% | $3.93万 | 加仓 |
| XPO | XPO INC | $15.03万 | 0.02% | 732 | 14 | 1.9% | $2,874 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $14.97万 | 0.02% | 160 | 13 | 8.8% | $1.22万 | 加仓 |
| PNTG | PENNANT GROUP INC | $14.96万 | 0.02% | 4,050 | 4,050 | — | $14.96万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $14.96万 | 0.02% | 1,431 | 66 | 4.8% | $6,899 | 加仓 |
| WLDN | WILLDAN GROUP INC | $14.95万 | 0.02% | 1,890 | 566 | 42.7% | $4.48万 | 重新持有 |
| VSXY | VICTORIAS SECRET AND CO | $14.92万 | 0.02% | 1,787 | -261 | -12.7% | -$2.18万 | 减仓 |
| RBC | RBC BEARINGS INC | $14.81万 | 0.02% | 230 | 179 | 351.0% | $11.53万 | 加仓 |
| COHR | COHERENT CORP | $14.79万 | 0.02% | 375 | -68 | -15.3% | -$2.68万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $14.70万 | 0.02% | 194 | 162 | 506.2% | $12.28万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $14.68万 | 0.02% | 238 | 238 | — | $14.68万 | 新建仓 |
| CSCO | CISCO SYS INC | $14.58万 | 0.02% | 1,241 | 33 | 2.7% | $3,876 | 加仓 |
| — | CREXENDO INC | $14.51万 | 0.02% | 19,426 | 6,943 | 55.6% | $5.19万 | 加仓 |
| TWLO | TWILIO INC | $14.51万 | 0.02% | 703 | 461 | 190.5% | $9.51万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $14.46万 | 0.02% | 1,216 | 460 | 60.8% | $5.47万 | 加仓 |
| MRCY | MERCURY SYS INC | $14.45万 | 0.02% | 1,181 | 835 | 241.3% | $10.21万 | 加仓 |
| BCO | BRINKS CO | $14.34万 | 0.02% | 1,518 | 1,275 | 524.7% | $12.05万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $14.25万 | 0.02% | 9,431 | 4,561 | 93.7% | $6.89万 | 加仓 |
| BELFB | BEL FUSE INC | $14.22万 | 0.02% | 427 | 334 | 359.1% | $11.12万 | 加仓 |
| KLAC | KLA CORP | $14.06万 | 0.02% | 466 | -4 | -0.9% | -$1,207 | 减仓 |