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 |
|---|---|---|---|---|---|---|---|---|
| FIS | FIDELITY NATL INFORMATION SV | $1,104.54万 | 1.77% | 235,460 | 234,824 | 36,922.0% | $1,101.56万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,128.53万 | 1.81% | 6,527 | 904 | 16.1% | $156.30万 | 加仓 |
| META | META PLATFORMS INC | $1,653.40万 | 2.66% | 28,899 | -1,343 | -4.4% | -$76.84万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,709.48万 | 2.75% | 26,286 | -412 | -1.5% | -$26.79万 | 减仓 |
| V | VISA INC | $1,721.56万 | 2.77% | 56,960 | 1,820 | 3.3% | $55.01万 | 加仓 |
| GOOG | ALPHABET INC | $1,742.96万 | 2.80% | 60,760 | -2,693 | -4.2% | -$77.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,752.57万 | 2.82% | 47,345 | 9,963 | 26.7% | $368.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,766.67万 | 2.84% | 36,867 | 829 | 2.3% | $39.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,790.25万 | 2.88% | 102,652 | -30 | -0.0% | -$5,232 | 减仓 |
| AAPL | APPLE INC | $1,840.89万 | 2.96% | 72,536 | 1,427 | 2.0% | $36.22万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,847.96万 | 2.97% | 37,596 | -2,554 | -6.4% | -$125.54万 | 减仓 |
| AMZN | AMAZON COM INC | $1,890.43万 | 3.04% | 90,768 | 10,986 | 13.8% | $228.81万 | 加仓 |
| INDA | ISHARES TR | $1,946.95万 | 3.13% | 415,660 | 415,660 | — | $1,946.95万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,585.07万 | 5.76% | 106,083 | -21,828 | -17.1% | -$737.68万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $5,154.26万 | 8.28% | 295,187 | -23 | -0.0% | -$4,016 | 减仓 |
| EWJ | ISHARES INC | $9,622.87万 | 15.46% | 1,139,610 | 270,110 | 31.1% | $2,280.81万 | 加仓 |
| VNO | VORNADO RLTY TR | $1.52亿 | 24.37% | 5,834,481 | 0 | 0.0% | — | 不变 |