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 |
|---|---|---|---|---|---|---|---|---|
| HOMB | HOME BANCSHARES INC | $3.77万 | 0.00% | 1,322 | 6 | 0.5% | $171 | 加仓 |
| UEC | URANIUM ENERGY CORP | $3.79万 | 0.00% | 3,552 | 91 | 2.6% | $970 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.80万 | 0.00% | 842 | 310 | 58.3% | $1.40万 | 加仓 |
| SBUX | STARBUCKS CORP | $3.80万 | 0.00% | 372 | -36 | -8.8% | -$3,679 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $3.80万 | 0.00% | 1,217 | 170 | 16.2% | $5,314 | 加仓 |
| WMB | WILLIAMS COS INC | $3.82万 | 0.00% | 514 | 24 | 4.9% | $1,784 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $3.85万 | 0.00% | 1,097 | 425 | 63.2% | $1.49万 | 加仓 |
| IDCC | INTERDIGITAL INC | $3.88万 | 0.00% | 137 | -29 | -17.5% | -$8,211 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $3.88万 | 0.00% | 79 | 6 | 8.2% | $2,947 | 加仓 |
| JOBY | JOBY AVIATION INC | $3.88万 | 0.00% | 4,355 | -57 | -1.3% | -$508 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $3.89万 | 0.00% | 1,122 | -341 | -23.3% | -$1.18万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $3.90万 | 0.00% | 1,190 | 37 | 3.2% | $1,212 | 加仓 |
| CMI | CUMMINS INC | $3.92万 | 0.00% | 55 | 15 | 37.5% | $1.07万 | 加仓 |
| NOVT | NOVANTA INC | $3.94万 | 0.00% | 243 | -1 | -0.4% | -$162 | 减仓 |
| ABCB | AMERIS BANCORP | $3.94万 | 0.00% | 437 | 93 | 27.0% | $8,394 | 加仓 |
| HQY | HEALTHEQUITY INC | $3.95万 | 0.00% | 437 | -60 | -12.1% | -$5,419 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $3.97万 | 0.01% | 1,989 | 1,481 | 291.5% | $2.96万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $3.99万 | 0.01% | 621 | 43 | 7.4% | $2,764 | 加仓 |
| SSRM | SSR MINING ORD (NMS) | $4.01万 | 0.01% | 1,418 | -102 | -6.7% | -$2,885 | 减仓 |
| MATX | MATSON INC | $4.02万 | 0.01% | 209 | -6 | -2.8% | -$1,153 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $4.02万 | 0.01% | 3,756 | -7,460 | -66.5% | -$7.99万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $4.05万 | 0.01% | 418 | -127 | -23.3% | -$1.23万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $4.06万 | 0.01% | 1,430 | -142 | -9.0% | -$4,030 | 减仓 |
| CELC | CELCUITY INC | $4.06万 | 0.01% | 388 | 42 | 12.1% | $4,394 | 加仓 |
| BKH | BLACK HILLS CORP | $4.07万 | 0.01% | 547 | -77 | -12.3% | -$5,729 | 减仓 |
| NJR | NEW JERSEY RES CORP | $4.07万 | 0.01% | 727 | -78 | -9.7% | -$4,371 | 减仓 |
| EAT | BRINKER INTL INC | $4.08万 | 0.01% | 243 | -3 | -1.2% | -$504 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $4.10万 | 0.01% | 968 | 124 | 14.7% | $5,246 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $4.11万 | 0.01% | 550 | 63 | 12.9% | $4,707 | 加仓 |
| TSN | TYSON FOODS INC | $4.12万 | 0.01% | 719 | 608 | 547.7% | $3.48万 | 加仓 |
| ROST | ROSS STORES INC | $4.15万 | 0.01% | 195 | -4 | -2.0% | -$851 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $4.15万 | 0.01% | 328 | 15 | 4.8% | $1,899 | 加仓 |
| VCYT | VERACYTE INC | $4.18万 | 0.01% | 711 | 63 | 9.7% | $3,700 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4.19万 | 0.01% | 125 | -454 | -78.4% | -$15.20万 | 减仓 |
| MDT | MEDTRONIC PLC | $4.22万 | 0.01% | 540 | 23 | 4.4% | $1,799 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $4.24万 | 0.01% | 1,657 | -198 | -10.7% | -$5,067 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $4.25万 | 0.01% | 438 | -8 | -1.8% | -$776 | 减仓 |
| JOE | ST JOE CO | $4.27万 | 0.01% | 682 | 395 | 137.6% | $2.47万 | 加仓 |
| FSTR | FOSTER L B CO | $4.27万 | 0.01% | 946 | -100 | -9.6% | -$4,517 | 减仓 |
| EQIX | EQUINIX INC | $4.27万 | 0.01% | 41 | 2 | 5.1% | $2,085 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $4.29万 | 0.01% | 935 | 108 | 13.1% | $4,950 | 加仓 |
| GATX | GATX CORP | $4.31万 | 0.01% | 243 | 41 | 20.3% | $7,265 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $4.33万 | 0.01% | 835 | -182 | -17.9% | -$9,433 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4.35万 | 0.01% | 244 | -81 | -24.9% | -$1.44万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $4.37万 | 0.01% | 493 | -22 | -4.3% | -$1,951 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $4.40万 | 0.01% | 45 | 5 | 12.5% | $4,891 | 加仓 |
| MKSI | MKS INC. | $4.40万 | 0.01% | 99 | 15 | 17.9% | $6,672 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $4.47万 | 0.01% | 459 | 61 | 15.3% | $5,946 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $4.49万 | 0.01% | 602 | 387 | 180.0% | $2.88万 | 加仓 |
| SYK | STRYKER CORPORATION | $4.50万 | 0.01% | 143 | 2 | 1.4% | $630 | 加仓 |
| SM | SM ENERGY COMPANY | $4.51万 | 0.01% | 1,729 | 204 | 13.4% | $5,324 | 加仓 |
| SO | SOUTHERN CO | $4.54万 | 0.01% | 474 | 26 | 5.8% | $2,488 | 加仓 |
| KFRC | KFORCE INC | $4.54万 | 0.01% | 968 | 968 | — | $4.54万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $4.54万 | 0.01% | 424 | 199 | 88.4% | $2.13万 | 加仓 |
| TXNM | TXNM ENERGY INC | $4.55万 | 0.01% | 801 | 801 | — | $4.55万 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $4.55万 | 0.01% | 3,003 | -2,821 | -48.4% | -$4.28万 | 减仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $4.57万 | 0.01% | 1,060 | -2,314 | -68.6% | -$9.98万 | 重新持有 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $4.60万 | 0.01% | 1,540 | -105 | -6.4% | -$3,134 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $4.60万 | 0.01% | 843 | 76 | 9.9% | $4,145 | 加仓 |
| ERAS | ERASCA INC | $4.61万 | 0.01% | 2,515 | 372 | 17.4% | $6,815 | 加仓 |
| IRM | IRON MTN INC DEL | $4.61万 | 0.01% | 365 | -21 | -5.4% | -$2,653 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4.61万 | 0.01% | 270 | 270 | — | $4.61万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $4.65万 | 0.01% | 583 | 28 | 5.0% | $2,232 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $4.66万 | 0.01% | 327 | 2 | 0.6% | $285 | 加仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $4.67万 | 0.01% | 8,592 | 8,592 | — | $4.67万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $4.68万 | 0.01% | 430 | -46 | -9.7% | -$5,009 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $4.72万 | 0.01% | 830 | 77 | 10.2% | $4,374 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $4.72万 | 0.01% | 3,486 | 2,329 | 201.3% | $3.16万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4.72万 | 0.01% | 116 | -52 | -31.0% | -$2.12万 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $4.75万 | 0.01% | 110 | -7 | -6.0% | -$3,020 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $4.77万 | 0.01% | 501 | 133 | 36.1% | $1.27万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $4.77万 | 0.01% | 1,672 | -175 | -9.5% | -$4,991 | 减仓 |
| TRNO | TERRENO RLTY CORP | $4.78万 | 0.01% | 738 | -50 | -6.3% | -$3,238 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $4.79万 | 0.01% | 468 | -328 | -41.2% | -$3.36万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $4.80万 | 0.01% | 3,277 | -2,810 | -46.2% | -$4.12万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $4.82万 | 0.01% | 768 | -22 | -2.8% | -$1,380 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $4.83万 | 0.01% | 2,498 | -140 | -5.3% | -$2,705 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $4.87万 | 0.01% | 622 | -1,075 | -63.3% | -$8.41万 | 重新持有 |
| LNTH | LANTHEUS HLDGS INC | $4.87万 | 0.01% | 439 | -68 | -13.4% | -$7,544 | 减仓 |
| FLR | FLUOR CORP | $4.88万 | 0.01% | 932 | 125 | 15.5% | $6,549 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $4.89万 | 0.01% | 226 | -1 | -0.4% | -$216 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $4.91万 | 0.01% | 5,828 | 5,828 | — | $4.91万 | 新建仓 |
| AROC | ARCHROCK INC | $4.93万 | 0.01% | 1,211 | -2,338 | -65.9% | -$9.52万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.97万 | 0.01% | 862 | 42 | 5.1% | $2,420 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $4.97万 | 0.01% | 2,073 | -648 | -23.8% | -$1.55万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $5.02万 | 0.01% | 288 | 254 | 747.1% | $4.43万 | 加仓 |
| BA | BOEING CO | $5.02万 | 0.01% | 232 | -20 | -7.9% | -$4,329 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.03万 | 0.01% | 344 | -993 | -74.3% | -$14.51万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $5.04万 | 0.01% | 377 | 3 | 0.8% | $401 | 加仓 |
| CB | CHUBB LIMITED | $5.04万 | 0.01% | 148 | 8 | 5.7% | $2,726 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $5.05万 | 0.01% | 1,291 | -4,085 | -76.0% | -$15.98万 | 重新持有 |
| MYRG | MYR GROUP INC | $5.05万 | 0.01% | 101 | 51 | 102.0% | $2.55万 | 加仓 |
| SYY | SYSCO CORP | $5.06万 | 0.01% | 606 | 52 | 9.4% | $4,346 | 加仓 |
| MO | ALTRIA GROUP INC | $5.07万 | 0.01% | 704 | 31 | 4.6% | $2,230 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $5.08万 | 0.01% | 350 | 32 | 10.1% | $4,640 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $5.11万 | 0.01% | 6,648 | -1,128 | -14.5% | -$8,663 | 减仓 |
| PLD | PROLOGIS INC. | $5.11万 | 0.01% | 377 | 2 | 0.5% | $271 | 加仓 |
| CGON | CG ONCOLOGY INC | $5.11万 | 0.01% | 719 | 135 | 23.1% | $9,592 | 加仓 |
| ASYS | AMTECH SYS INC | $5.19万 | 0.01% | 2,250 | 2,250 | — | $5.19万 | 新建仓 |
| MAC | MACERICH CO | $5.19万 | 0.01% | 2,062 | 121 | 6.2% | $3,048 | 加仓 |