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 |
|---|---|---|---|---|---|---|---|---|
| INDA | ISHARES TR | $0 | 0.00% | 0 | -415,660 | -100.0% | -$1,946.95万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -26,286 | -100.0% | -$1,709.48万 | 清仓 |
| — | OFFERPAD SOLUTIONS INC | $0 | 0.00% | 0 | -1,379,507 | -100.0% | -$90.39万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -316 | -100.0% | -$16.48万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -554 | -100.0% | -$15.88万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -1,920 | -100.0% | -$14.19万 | 清仓 |
| MAN | MANPOWERGROUP INC WIS | $0 | 0.00% | 0 | -4,805 | -100.0% | -$14.16万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -392 | -100.0% | -$14.03万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -5,212 | -100.0% | -$13.49万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -291 | -100.0% | -$11.85万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,301 | -100.0% | -$11.59万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -960 | -100.0% | -$11.57万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -968 | -100.0% | -$11.33万 | 清仓 |
| ASTE | ASTEC INDS INC | $0 | 0.00% | 0 | -2,051 | -100.0% | -$11.04万 | 清仓 |
| PLOW | DOUGLAS DYNAMICS INC | $0 | 0.00% | 0 | -2,622 | -100.0% | -$11.04万 | 清仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $0 | 0.00% | 0 | -18,359 | -100.0% | -$10.65万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -1,350 | -100.0% | -$10.03万 | 清仓 |
| OIS | OIL STS INTL INC | $0 | 0.00% | 0 | -8,432 | -100.0% | -$9.81万 | 清仓 |
| RAMP | LIVERAMP HLDGS INC | $0 | 0.00% | 0 | -3,651 | -100.0% | -$9.68万 | 清仓 |
| MATV | MATIV HOLDINGS INC | $0 | 0.00% | 0 | -9,728 | -100.0% | -$8.46万 | 清仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -4,510 | -100.0% | -$8.40万 | 清仓 |
| OOMA | OOMA INC | $0 | 0.00% | 0 | -5,683 | -100.0% | -$8.27万 | 清仓 |
| RDVT | RED VIOLET INC | $0 | 0.00% | 0 | -2,384 | -100.0% | -$8.25万 | 清仓 |
| MG | MISTRAS GROUP INC | $0 | 0.00% | 0 | -5,550 | -100.0% | -$8.20万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -155 | -100.0% | -$8.11万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -1,149 | -100.0% | -$8.10万 | 清仓 |
| CAC | CAMDEN NATL CORP | $0 | 0.00% | 0 | -1,634 | -100.0% | -$7.75万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -2,616 | -100.0% | -$7.54万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -3,931 | -100.0% | -$7.38万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -219 | -100.0% | -$7.07万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -324 | -100.0% | -$7.02万 | 清仓 |
| HBNC | HORIZON BANCORP IND | $0 | 0.00% | 0 | -4,016 | -100.0% | -$6.65万 | 清仓 |
| SWBI | SMITH & WESSON BRANDS INC | $0 | 0.00% | 0 | -4,609 | -100.0% | -$6.60万 | 清仓 |
| ACDC | PROFRAC HLDG CORP | $0 | 0.00% | 0 | -10,342 | -100.0% | -$6.41万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -730 | -100.0% | -$6.28万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -998 | -100.0% | -$6.26万 | 清仓 |
| SWIM | LATHAM GROUP INC | $0 | 0.00% | 0 | -11,626 | -100.0% | -$6.24万 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $0 | 0.00% | 0 | -3,364 | -100.0% | -$6.24万 | 清仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $0 | 0.00% | 0 | -3,595 | -100.0% | -$6.22万 | 清仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $0 | 0.00% | 0 | -825 | -100.0% | -$6.16万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -1,289 | -100.0% | -$6.08万 | 清仓 |
| NPCE | NEUROPACE INC | $0 | 0.00% | 0 | -4,522 | -100.0% | -$5.95万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $0 | 0.00% | 0 | -337 | -100.0% | -$5.70万 | 清仓 |
| HIPO | HIPPO HLDGS INC | $0 | 0.00% | 0 | -2,173 | -100.0% | -$5.66万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -276 | -100.0% | -$5.52万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -1,089 | -100.0% | -$5.40万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $0 | 0.00% | 0 | -956 | -100.0% | -$5.29万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -154 | -100.0% | -$5.22万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -144 | -100.0% | -$5.15万 | 清仓 |
| TRUP | TRUPANION INC | $0 | 0.00% | 0 | -1,973 | -100.0% | -$5.05万 | 清仓 |
| ALNT | ALLIENT INC | $0 | 0.00% | 0 | -848 | -100.0% | -$5.01万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -254 | -100.0% | -$4.65万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -865 | -100.0% | -$4.56万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -445 | -100.0% | -$4.56万 | 清仓 |
| — | LANDS END INC NEW | $0 | 0.00% | 0 | -4,054 | -100.0% | -$4.56万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -1,625 | -100.0% | -$4.54万 | 清仓 |
| KIDS | ORTHOPEDIATRICS CORP | $0 | 0.00% | 0 | -2,859 | -100.0% | -$4.54万 | 清仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $0 | 0.00% | 0 | -156 | -100.0% | -$4.53万 | 清仓 |
| MYE | MYERS INDS INC | $0 | 0.00% | 0 | -2,137 | -100.0% | -$4.53万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -516 | -100.0% | -$4.36万 | 清仓 |
| INTA | INTAPP INC | $0 | 0.00% | 0 | -1,671 | -100.0% | -$4.29万 | 清仓 |
| SANM | SANMINA CORP | $0 | 0.00% | 0 | -317 | -100.0% | -$4.11万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -281 | -100.0% | -$4.00万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -465 | -100.0% | -$3.99万 | 清仓 |
| FIGS | FIGS INC | $0 | 0.00% | 0 | -2,576 | -100.0% | -$3.80万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -2,541 | -100.0% | -$3.67万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -2,152 | -100.0% | -$3.65万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -430 | -100.0% | -$3.62万 | 清仓 |
| STGW | STAGWELL INC | $0 | 0.00% | 0 | -5,709 | -100.0% | -$3.59万 | 清仓 |
| MNRO | MONRO INC | $0 | 0.00% | 0 | -2,182 | -100.0% | -$3.50万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -244 | -100.0% | -$3.49万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -598 | -100.0% | -$3.48万 | 清仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | -247 | -100.0% | -$3.31万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -264 | -100.0% | -$3.25万 | 清仓 |
| IBEX | IBEX LTD | $0 | 0.00% | 0 | -1,194 | -100.0% | -$3.20万 | 清仓 |
| CRSR | CORSAIR GAMING INC | $0 | 0.00% | 0 | -5,581 | -100.0% | -$3.10万 | 清仓 |
| HLF | HERBALIFE LTD | $0 | 0.00% | 0 | -2,073 | -100.0% | -$3.05万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -79 | -100.0% | -$3.00万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -352 | -100.0% | -$2.89万 | 清仓 |
| NVEC | NVE CORP | $0 | 0.00% | 0 | -434 | -100.0% | -$2.84万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -94 | -100.0% | -$2.81万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -420 | -100.0% | -$2.79万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -1,063 | -100.0% | -$2.70万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -350 | -100.0% | -$2.57万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -24 | -100.0% | -$2.56万 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -241 | -100.0% | -$2.56万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$2.50万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -465 | -100.0% | -$2.46万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -143 | -100.0% | -$2.45万 | 清仓 |
| VICR | VICOR CORP | $0 | 0.00% | 0 | -152 | -100.0% | -$2.45万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -546 | -100.0% | -$2.43万 | 清仓 |
| ICFI | ICF INTL INC | $0 | 0.00% | 0 | -368 | -100.0% | -$2.40万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -2,962 | -100.0% | -$2.38万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -951 | -100.0% | -$2.35万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -4,499 | -100.0% | -$2.33万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -355 | -100.0% | -$2.32万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -720 | -100.0% | -$2.28万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -117 | -100.0% | -$2.21万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -354 | -100.0% | -$2.19万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -612 | -100.0% | -$2.08万 | 清仓 |