Kemnay Advisory Services Inc.
New York NY · SEC CIK 0001555283
$6.22亿2026Q1 申报市值
1,190持仓数
71.7%前十大占比 · 第一大 24.4%
455 / 101新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EWJ 加仓+$2,280.81万
INDA 新建仓+$1,946.95万
FIS 加仓+$1,101.56万
MSFT 加仓+$368.80万
AMZN 加仓+$228.81万
2026Q1 卖出最多 按季末市值估算
CSX 减仓-$1,422.55万
TSM 减仓-$737.68万
TMO 减仓-$125.54万
GOOG 减仓-$77.25万
META 减仓-$76.84万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,040 | -100.0% | -$21.52万 | 清仓 |
| IRMD | IRADIMED CORP | $0 | 0.00% | 0 | -1,909 | -100.0% | -$18.57万 | 清仓 |
| LQDT | LIQUIDITY SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -4,308 | -100.0% | -$15.46万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -363 | -100.0% | -$15.23万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -449 | -100.0% | -$13.96万 | 清仓 |
| WLDN | WILLDAN GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,744 | -100.0% | -$12.69万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -8,767 | -100.0% | -$12.48万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -21,609 | -100.0% | -$12.14万 | 清仓 |
| ATRC | ATRICURE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLX | DELUXE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NGS | NATURAL GAS SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,085 | -100.0% | -$11.27万 | 清仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $0 | 0.00% | 0 | -8,660 | -100.0% | -$10.70万 | 清仓 |
| — | SIGHT SCIENCES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $0 | 0.00% | 0 | -4,165 | -100.0% | -$10.34万 | 清仓 |
| KWR | QUAKER HOUGHTON | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -2,626 | -100.0% | -$9.76万 | 清仓 |
| NN | NEXTNAV INC | $0 | 0.00% | 0 | -5,853 | -100.0% | -$9.74万 | 清仓 |
| IDT | IDT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAX | PATRIA INVESTMENTS LIMITED | $0 | 0.00% | 0 | -5,928 | -100.0% | -$9.42万 | 清仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $0 | 0.00% | 0 | -961 | -100.0% | -$9.07万 | 清仓 |
| HLIT | HARMONIC INC | $0 | 0.00% | 0 | -9,080 | -100.0% | -$8.98万 | 清仓 |
| HOPE | HOPE BANCORP INC | $0 | 0.00% | 0 | -8,147 | -100.0% | -$8.93万 | 清仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $0 | 0.00% | 0 | -5,767 | -100.0% | -$8.93万 | 清仓 |
| NTGR | NETGEAR INC | $0 | 0.00% | 0 | -3,615 | -100.0% | -$8.87万 | 清仓 |
| — | DOMO INC | $0 | 0.00% | 0 | -10,451 | -100.0% | -$8.81万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWP | PERELLA WEINBERG PARTNERS | $0 | 0.00% | 0 | -4,995 | -100.0% | -$8.64万 | 清仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKE | BUCKLE INC | $0 | 0.00% | 0 | -1,506 | -100.0% | -$8.05万 | 清仓 |
| AORT | ARTIVION INC | $0 | 0.00% | 0 | -1,743 | -100.0% | -$7.95万 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MD | PEDIATRIX MEDICAL GROUP INC | $0 | 0.00% | 0 | -3,322 | -100.0% | -$7.11万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$7.06万 | 清仓 |
| KODK | EASTMAN KODAK CO | $0 | 0.00% | 0 | -8,348 | -100.0% | -$7.06万 | 清仓 |
| AMRC | AMERESCO INC | $0 | 0.00% | 0 | -2,362 | -100.0% | -$6.92万 | 清仓 |
| — | TWO HBRS INVT CORP | $0 | 0.00% | 0 | -6,471 | -100.0% | -$6.79万 | 清仓 |
| CMPR | CIMPRESS PLC | $0 | 0.00% | 0 | -994 | -100.0% | -$6.62万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -4,353 | -100.0% | -$6.56万 | 清仓 |
| — | EGAIN CORP | $0 | 0.00% | 0 | -6,347 | -100.0% | -$6.53万 | 清仓 |
| SONO | SONOS INC | $0 | 0.00% | 0 | -3,667 | -100.0% | -$6.44万 | 清仓 |
| FLNG | FLEX LNG LTD | $0 | 0.00% | 0 | -2,565 | -100.0% | -$6.40万 | 清仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OSG | OCTAVE SPECIALTY GROUP INC | $0 | 0.00% | 0 | -8,059 | -100.0% | -$6.27万 | 清仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $0 | 0.00% | 0 | -9,124 | -100.0% | -$6.25万 | 清仓 |
| BLMN | BLOOMIN BRANDS INC | $0 | 0.00% | 0 | -10,035 | -100.0% | -$6.19万 | 清仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $0 | 0.00% | 0 | -1,322 | -100.0% | -$6.12万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -2,491 | -100.0% | -$6.01万 | 清仓 |
| OMCL | OMNICELL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKO | ARKO CORP | $0 | 0.00% | 0 | -12,671 | -100.0% | -$5.75万 | 清仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $0 | 0.00% | 0 | -1,641 | -100.0% | -$5.53万 | 清仓 |
| AMSF | AMERISAFE INC | $0 | 0.00% | 0 | -1,393 | -100.0% | -$5.35万 | 清仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $0 | 0.00% | 0 | -7,765 | -100.0% | -$5.34万 | 清仓 |
| SIBN | SI-BONE INC | $0 | 0.00% | 0 | -2,706 | -100.0% | -$5.34万 | 清仓 |
| GRND | GRINDR INC | $0 | 0.00% | 0 | -3,926 | -100.0% | -$5.32万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -1,281 | -100.0% | -$5.20万 | 清仓 |
| CTRN | CITI TRENDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CWCO | CONSOLIDATED WATER CO INC | $0 | 0.00% | 0 | -1,444 | -100.0% | -$5.10万 | 清仓 |
| CRNC | CERENCE INC | $0 | 0.00% | 0 | -4,746 | -100.0% | -$5.07万 | 清仓 |
| JOUT | JOHNSON OUTDOORS INC | $0 | 0.00% | 0 | -1,174 | -100.0% | -$4.98万 | 清仓 |
| AIOT | POWERFLEET INC | $0 | 0.00% | 0 | -9,083 | -100.0% | -$4.83万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -7,078 | -100.0% | -$4.79万 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC | $0 | 0.00% | 0 | -606 | -100.0% | -$4.78万 | 清仓 |
| UFCS | UNITED FIRE GROUP INC | $0 | 0.00% | 0 | -1,309 | -100.0% | -$4.76万 | 清仓 |
| SFL | SFL CORPORATION LTD | $0 | 0.00% | 0 | -6,072 | -100.0% | -$4.74万 | 清仓 |
| AVPT | AVEPOINT INC | $0 | 0.00% | 0 | -3,383 | -100.0% | -$4.70万 | 清仓 |
| VMD | VIEMED HEALTHCARE INC | $0 | 0.00% | 0 | -6,183 | -100.0% | -$4.59万 | 清仓 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBRT | FRANKLIN BSP RLTY TR INC | $0 | 0.00% | 0 | -4,433 | -100.0% | -$4.45万 | 清仓 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | -5,647 | -100.0% | -$4.39万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -336 | -100.0% | -$4.39万 | 清仓 |
| ZIP | ZIPRECRUITER INC | $0 | 0.00% | 0 | -11,094 | -100.0% | -$4.33万 | 清仓 |
| — | TPG MTG INVTS TR INC | $0 | 0.00% | 0 | -4,745 | -100.0% | -$4.04万 | 清仓 |
| RYZ | RYERSON HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACT | ENACT HLDGS INC | $0 | 0.00% | 0 | -958 | -100.0% | -$3.80万 | 清仓 |
| PRCH | PORCH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGNT | EXP WORLD HLDGS INC | $0 | 0.00% | 0 | -4,137 | -100.0% | -$3.74万 | 清仓 |
| — | BIOLIFE SOLUTIONS INC | $0 | 0.00% | 0 | -1,467 | -100.0% | -$3.55万 | 清仓 |
| CSTL | CASTLE BIOSCIENCES INC | $0 | 0.00% | 0 | -889 | -100.0% | -$3.46万 | 清仓 |
| TNK | TEEKAY TANKERS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGIH | LGI HOMES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRTX | TPG RE FIN TR INC | $0 | 0.00% | 0 | -3,476 | -100.0% | -$2.99万 | 清仓 |
| TTAM | TITAN AMER SA | $0 | 0.00% | 0 | -1,815 | -100.0% | -$2.99万 | 清仓 |
| TGLS | TECNOGLASS INC | $0 | 0.00% | 0 | -551 | -100.0% | -$2.77万 | 清仓 |
| OPRT | OPORTUN FINL CORP | $0 | 0.00% | 0 | -5,225 | -100.0% | -$2.76万 | 清仓 |
| ANGO | ANGIODYNAMICS INC | $0 | 0.00% | 0 | -2,141 | -100.0% | -$2.75万 | 清仓 |
| TPB | TURNING PT BRANDS INC | $0 | 0.00% | 0 | -251 | -100.0% | -$2.72万 | 清仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $0 | 0.00% | 0 | -3,003 | -100.0% | -$2.59万 | 清仓 |
| SMBK | SMARTFINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYTS | LSI INDS INC OHIO | $0 | 0.00% | 0 | -1,333 | -100.0% | -$2.44万 | 清仓 |
| ELMD | ELECTROMED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -897 | -100.0% | -$2.20万 | 清仓 |
| AVNW | AVIAT NETWORKS INC | $0 | 0.00% | 0 | -959 | -100.0% | -$2.05万 | 清仓 |
| ECPG | ENCORE CAP GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEVA | CEVA INC | $0 | 0.00% | 0 | -933 | -100.0% | -$2.01万 | 清仓 |
| FTRE | FORTREA HLDGS INC | $0 | 0.00% | 0 | -1,065 | -100.0% | -$1.84万 | 清仓 |
| HAFC | HANMI FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |