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 |
|---|---|---|---|---|---|---|---|---|
| GEF | GREIF INC | $8.67万 | 0.01% | 1,164 | 1,164 | — | $8.67万 | 新建仓 |
| MOV | MOVADO GROUP INC | $8.67万 | 0.01% | 2,206 | 92 | 4.4% | $3,617 | 加仓 |
| WFC | WELLS FARGO & CO | $8.87万 | 0.01% | 1,073 | 78 | 7.8% | $6,446 | 加仓 |
| MS | MORGAN STANLEY | $8.95万 | 0.01% | 428 | 38 | 9.7% | $7,944 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $9.08万 | 0.01% | 1,935 | 1,271 | 191.4% | $5.96万 | 重新持有 |
| LIN | LINDE PLC | $9.19万 | 0.01% | 177 | 6 | 3.5% | $3,114 | 加仓 |
| XMTR | XOMETRY INC | $9.20万 | 0.01% | 953 | -726 | -43.2% | -$7.01万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $9.26万 | 0.01% | 311 | -26 | -7.7% | -$7,745 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.28万 | 0.01% | 330 | -1 | -0.3% | -$281 | 减仓 |
| WLTH | WEALTHFRONT CORP | $9.29万 | 0.01% | 10,393 | 10,393 | — | $9.29万 | 新建仓 |
| KURA | KURA ONCOLOGY INC | $9.39万 | 0.01% | 8,557 | 8,557 | — | $9.39万 | 新建仓 |
| MTRN | MATERION CORP | $9.40万 | 0.01% | 316 | 151 | 91.5% | $4.49万 | 加仓 |
| TEX | TEREX CORP NEW | $9.43万 | 0.01% | 1,302 | -246 | -15.9% | -$1.78万 | 减仓 |
| C | CITIGROUP INC | $9.49万 | 0.01% | 678 | 120 | 21.5% | $1.68万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $9.49万 | 0.01% | 801 | 600 | 298.5% | $7.11万 | 加仓 |
| SNEX | STONEX GROUP INC | $9.54万 | 0.01% | 805 | 457 | 131.3% | $5.42万 | 加仓 |
| TNC | TENNANT CO | $9.67万 | 0.01% | 1,105 | 1,105 | — | $9.67万 | 新建仓 |
| IDT | IDT CORP | $9.70万 | 0.01% | 1,667 | -216 | -11.5% | -$1.26万 | 重新持有 |
| BANC | BANC OF CALIFORNIA INC | $9.76万 | 0.01% | 4,778 | 1,020 | 27.1% | $2.08万 | 加仓 |
| CYTK | CYTOKINETICS INC | $9.92万 | 0.01% | 1,164 | 151 | 14.9% | $1.29万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $10.06万 | 0.01% | 4,489 | 3,548 | 377.0% | $7.95万 | 加仓 |
| QTWO | Q2 HLDGS INC | $10.11万 | 0.01% | 2,101 | 1,096 | 109.1% | $5.27万 | 加仓 |
| TXN | TEXAS INSTRS INC | $10.19万 | 0.01% | 342 | -23 | -6.3% | -$6,856 | 减仓 |
| LGIH | LGI HOMES INC | $10.34万 | 0.01% | 1,624 | 870 | 115.4% | $5.54万 | 重新持有 |
| PACS | PACS GROUP INC | $10.39万 | 0.01% | 2,437 | 2,437 | — | $10.39万 | 新建仓 |
| MITK | MITEK SYS INC | $10.42万 | 0.01% | 5,174 | 4,108 | 385.4% | $8.27万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $10.58万 | 0.01% | 585 | -1 | -0.2% | -$181 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.62万 | 0.01% | 105 | -4 | -3.7% | -$4,045 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $10.66万 | 0.01% | 984 | -719 | -42.2% | -$7.79万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $10.91万 | 0.01% | 2,115 | 1,290 | 156.4% | $6.65万 | 加仓 |
| GEV | GE VERNOVA INC | $10.93万 | 0.01% | 93 | 3 | 3.3% | $3,525 | 加仓 |
| NFLX | NETFLIX INC. | $10.97万 | 0.01% | 1,537 | 132 | 9.4% | $9,425 | 加仓 |
| TRNS | TRANSCAT INC | $10.99万 | 0.01% | 1,185 | 1,185 | — | $10.99万 | 新建仓 |
| HD | HOME DEPOT INC | $11.00万 | 0.01% | 312 | -16 | -4.9% | -$5,643 | 减仓 |
| GVA | GRANITE CONSTR INC | $11.03万 | 0.01% | 698 | -614 | -46.8% | -$9.71万 | 减仓 |
| SNDK | SANDISK CORP | $11.14万 | 0.01% | 49 | -8 | -14.0% | -$1.82万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $11.19万 | 0.01% | 328 | 49 | 17.6% | $1.67万 | 加仓 |
| TILE | INTERFACE INC | $11.49万 | 0.01% | 3,206 | 3,007 | 1,511.1% | $10.78万 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $11.64万 | 0.01% | 7,958 | 1,089 | 15.9% | $1.59万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $11.75万 | 0.01% | 518 | -204 | -28.3% | -$4.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $11.82万 | 0.01% | 713 | 69 | 10.7% | $1.14万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $11.83万 | 0.01% | 1,199 | -882 | -42.4% | -$8.70万 | 减仓 |
| FC | FRANKLIN COVEY CO | $11.88万 | 0.02% | 4,843 | 4,843 | — | $11.88万 | 新建仓 |
| KO | COCA COLA CO | $12.02万 | 0.02% | 1,479 | 137 | 10.2% | $1.11万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $12.10万 | 0.02% | 141 | 28 | 24.8% | $2.40万 | 加仓 |
| BRZE | BRAZE INC | $12.23万 | 0.02% | 5,637 | 2,750 | 95.3% | $5.96万 | 加仓 |
| GE | GE AEROSPACE | $12.26万 | 0.02% | 328 | 13 | 4.1% | $4,858 | 加仓 |
| ASAN | ASANA INC | $12.32万 | 0.02% | 17,599 | 14,665 | 499.8% | $10.27万 | 加仓 |
| PRLB | PROTO LABS INC | $12.33万 | 0.02% | 1,513 | 1,513 | — | $12.33万 | 新建仓 |
| DRS | LEONARDO DRS INC | $12.34万 | 0.02% | 2,891 | 2,891 | — | $12.34万 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $12.34万 | 0.02% | 5,776 | 5,776 | — | $12.34万 | 新建仓 |
| SMTC | SEMTECH CORP | $12.43万 | 0.02% | 768 | -958 | -55.5% | -$15.51万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $12.43万 | 0.02% | 8,120 | 6,634 | 446.4% | $10.16万 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $12.49万 | 0.02% | 2,638 | 2,638 | — | $12.49万 | 新建仓 |
| ATRO | ASTRONICS CORP | $12.52万 | 0.02% | 1,541 | -139 | -8.3% | -$1.13万 | 减仓 |
| PKOH | PARK-OHIO HLDGS CORP | $12.58万 | 0.02% | 3,271 | 3,271 | — | $12.58万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $12.59万 | 0.02% | 303 | -38 | -11.1% | -$1.58万 | 减仓 |
| YOU | CLEAR SECURE INC | $12.60万 | 0.02% | 2,261 | -258 | -10.2% | -$1.44万 | 减仓 |
| RCKY | ROCKY BRANDS INC | $12.63万 | 0.02% | 3,063 | 3,063 | — | $12.63万 | 新建仓 |
| CUBI | CUSTOMERS BANCORP INC | $12.67万 | 0.02% | 1,602 | -631 | -28.3% | -$4.99万 | 减仓 |
| SEZL | SEZZLE INC | $12.68万 | 0.02% | 739 | 481 | 186.4% | $8.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $12.68万 | 0.02% | 865 | 20 | 2.4% | $2,933 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $12.78万 | 0.02% | 1,481 | 1,386 | 1,458.9% | $11.96万 | 加仓 |
| RDDT | REDDIT INC | $12.84万 | 0.02% | 740 | 596 | 413.9% | $10.35万 | 加仓 |
| PRCH | PORCH GROUP INC | $12.85万 | 0.02% | 8,543 | 4,395 | 106.0% | $6.61万 | 重新持有 |
| RVLV | REVOLVE GROUP INC | $12.86万 | 0.02% | 5,619 | 525 | 10.3% | $1.20万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $12.90万 | 0.02% | 9,126 | 8,301 | 1,006.2% | $11.74万 | 加仓 |
| WT | WISDOMTREE INC | $12.91万 | 0.02% | 7,620 | -41 | -0.5% | -$695 | 减仓 |
| TRMB | TRIMBLE INC | $12.99万 | 0.02% | 2,538 | 2,177 | 603.0% | $11.14万 | 加仓 |
| RNG | RINGCENTRAL INC | $13.03万 | 0.02% | 3,343 | 47 | 1.4% | $1,832 | 加仓 |
| BAC | BANK OF AMER CORP | $13.06万 | 0.02% | 2,292 | 150 | 7.0% | $8,547 | 加仓 |
| FORM | FORMFACTOR INC | $13.15万 | 0.02% | 822 | -804 | -49.4% | -$12.86万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $13.24万 | 0.02% | 1,459 | 1,359 | 1,359.0% | $12.33万 | 加仓 |
| CGNX | COGNEX CORP | $13.30万 | 0.02% | 1,836 | 1,321 | 256.5% | $9.57万 | 加仓 |
| CTRN | CITI TRENDS INC | $13.37万 | 0.02% | 2,311 | 1,081 | 87.9% | $6.25万 | 重新持有 |
| BBCP | CONCRETE PUMPING HLDGS INC | $13.39万 | 0.02% | 11,110 | 11,110 | — | $13.39万 | 新建仓 |
| MRK | MERCK & CO INC | $13.40万 | 0.02% | 1,043 | 96 | 10.1% | $1.23万 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $13.40万 | 0.02% | 2,515 | 2,515 | — | $13.40万 | 新建仓 |
| ETON | ETON PHARMACEUTICALS INC | $13.45万 | 0.02% | 3,716 | 3,716 | — | $13.45万 | 新建仓 |
| AAON | AAON INC | $13.49万 | 0.02% | 1,063 | 1,063 | — | $13.49万 | 新建仓 |
| FENC | FENNEC PHARMACEUTICALS INC (NMS) | $13.53万 | 0.02% | 12,586 | 12,586 | — | $13.53万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $13.64万 | 0.02% | 533 | 27 | 5.3% | $6,909 | 加仓 |
| DOCU | DOCUSIGN INC | $13.72万 | 0.02% | 3,089 | 2,609 | 543.5% | $11.59万 | 加仓 |
| EVER | EVERQUOTE INC | $13.81万 | 0.02% | 5,805 | 3,062 | 111.6% | $7.28万 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $13.97万 | 0.02% | 8,236 | 7,891 | 2,287.2% | $13.38万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $14.03万 | 0.02% | 936 | 251 | 36.6% | $3.76万 | 加仓 |
| KLAC | KLA CORP | $14.06万 | 0.02% | 466 | -4 | -0.9% | -$1,207 | 减仓 |
| BELFB | BEL FUSE INC | $14.22万 | 0.02% | 427 | 334 | 359.1% | $11.12万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $14.25万 | 0.02% | 9,431 | 4,561 | 93.7% | $6.89万 | 加仓 |
| BCO | BRINKS CO | $14.34万 | 0.02% | 1,518 | 1,275 | 524.7% | $12.05万 | 加仓 |
| MRCY | MERCURY SYS INC | $14.45万 | 0.02% | 1,181 | 835 | 241.3% | $10.21万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $14.46万 | 0.02% | 1,216 | 460 | 60.8% | $5.47万 | 加仓 |
| TWLO | TWILIO INC | $14.51万 | 0.02% | 703 | 461 | 190.5% | $9.51万 | 加仓 |
| — | CREXENDO INC | $14.51万 | 0.02% | 19,426 | 6,943 | 55.6% | $5.19万 | 加仓 |
| CSCO | CISCO SYS INC | $14.58万 | 0.02% | 1,241 | 33 | 2.7% | $3,876 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $14.68万 | 0.02% | 238 | 238 | — | $14.68万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $14.70万 | 0.02% | 194 | 162 | 506.2% | $12.28万 | 加仓 |
| COHR | COHERENT CORP | $14.79万 | 0.02% | 375 | -68 | -15.3% | -$2.68万 | 减仓 |
| RBC | RBC BEARINGS INC | $14.81万 | 0.02% | 230 | 179 | 351.0% | $11.53万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $14.92万 | 0.02% | 1,787 | -261 | -12.7% | -$2.18万 | 减仓 |