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 |
|---|---|---|---|---|---|---|---|---|
| BANR | BANNER CORP | $1.54万 | 0.00% | 232 | 38 | 19.6% | $2,525 | 加仓 |
| PBI | PITNEY BOWES INC | $1.54万 | 0.00% | 880 | 880 | — | $1.54万 | 新建仓 |
| BBUC | BIPC UN Equity | $1.54万 | 0.00% | 517 | 517 | — | $1.54万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.54万 | 0.00% | 202 | 10 | 5.2% | $764 | 加仓 |
| AXGN | AXOGEN INC | $1.55万 | 0.00% | 336 | 336 | — | $1.55万 | 新建仓 |
| CNC | CENTENE CORP DEL | $1.56万 | 0.00% | 243 | 46 | 23.4% | $2,953 | 加仓 |
| PCG | PG&E CORP | $1.56万 | 0.00% | 928 | 45 | 5.1% | $757 | 加仓 |
| IPAR | INTERPARFUMS INC | $1.57万 | 0.00% | 140 | 140 | — | $1.57万 | 新建仓 |
| HTFL | HEARTFLOW INC | $1.57万 | 0.00% | 534 | 534 | — | $1.57万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $1.57万 | 0.00% | 1,479 | 1,479 | — | $1.57万 | 新建仓 |
| APG | API GROUP CORP | $1.57万 | 0.00% | 371 | 79 | 27.1% | $3,346 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $1.58万 | 0.00% | 146 | 6 | 4.3% | $648 | 加仓 |
| BLBD | BLUE BIRD CORP | $1.59万 | 0.00% | 201 | -1,805 | -90.0% | -$14.25万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.59万 | 0.00% | 85 | 10 | 13.3% | $1,873 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $1.60万 | 0.00% | 994 | -4,454 | -81.8% | -$7.17万 | 减仓 |
| NTST | NETSTREIT CORP | $1.60万 | 0.00% | 757 | -115 | -13.2% | -$2,430 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1.60万 | 0.00% | 137 | 9 | 7.0% | $1,051 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $1.60万 | 0.00% | 241 | -13 | -5.1% | -$863 | 减仓 |
| NTRA | NATERA INC | $1.60万 | 0.00% | 59 | -693 | -92.2% | -$18.81万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $1.60万 | 0.00% | 945 | -4,205 | -81.7% | -$7.14万 | 重新持有 |
| CLSK | CLEANSPARK INC | $1.60万 | 0.00% | 1,103 | -938 | -46.0% | -$1.36万 | 减仓 |
| ANDE | ANDERSONS INC | $1.61万 | 0.00% | 235 | 21 | 9.8% | $1,436 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $1.61万 | 0.00% | 2,721 | 2,721 | — | $1.61万 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $1.61万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $1.61万 | 0.00% | 597 | 597 | — | $1.61万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $1.61万 | 0.00% | 443 | 443 | — | $1.61万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $1.62万 | 0.00% | 890 | 48 | 5.7% | $871 | 加仓 |
| WAB | WABTEC | $1.62万 | 0.00% | 60 | 8 | 15.4% | $2,157 | 加仓 |
| DAL | DELTA AIR LINES INC | $1.62万 | 0.00% | 173 | 16 | 10.2% | $1,499 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $1.62万 | 0.00% | 246 | 46 | 23.0% | $3,030 | 加仓 |
| NU | NU HLDGS LTD | $1.62万 | 0.00% | 1,215 | 76 | 6.7% | $1,015 | 加仓 |
| HNGE | HINGE HEALTH INC | $1.63万 | 0.00% | 196 | 196 | — | $1.63万 | 新建仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $1.63万 | 0.00% | 190 | 190 | — | $1.63万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.63万 | 0.00% | 138 | 2 | 1.5% | $237 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1.63万 | 0.00% | 180 | 180 | — | $1.63万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $1.64万 | 0.00% | 547 | 547 | — | $1.64万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.64万 | 0.00% | 69 | 18 | 35.3% | $4,272 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $1.64万 | 0.00% | 313 | -58 | -15.6% | -$3,037 | 减仓 |
| DNOW | DNOW INC | $1.64万 | 0.00% | 1,267 | 75 | 6.3% | $973 | 加仓 |
| TBBK | BANCORP INC DEL | $1.65万 | 0.00% | 263 | 83 | 46.1% | $5,199 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $1.65万 | 0.00% | 2,760 | -29 | -1.0% | -$173 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1.65万 | 0.00% | 277 | 63 | 29.4% | $3,749 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $1.65万 | 0.00% | 206 | -16 | -7.2% | -$1,281 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $1.65万 | 0.00% | 223 | -19 | -7.9% | -$1,405 | 减仓 |
| CARG | CARGURUS INC | $1.65万 | 0.00% | 484 | -23 | -4.5% | -$784 | 减仓 |
| PLAB | PHOTRONICS INC | $1.66万 | 0.00% | 511 | 46 | 9.9% | $1,496 | 加仓 |
| DDOG | DATADOG INC | $1.67万 | 0.00% | 64 | -30 | -31.9% | -$7,811 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.67万 | 0.00% | 928 | 928 | — | $1.67万 | 新建仓 |
| CIEN | CIENA CORP | $1.67万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1.67万 | 0.00% | 212 | -276 | -56.6% | -$2.18万 | 减仓 |
| BHVN | BIOHAVEN LTD | $1.67万 | 0.00% | 1,125 | 1,125 | — | $1.67万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $1.68万 | 0.00% | 270 | 198 | 275.0% | $1.23万 | 重新持有 |
| MSCI | MSCI INC | $1.68万 | 0.00% | 30 | 3 | 11.1% | $1,680 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.69万 | 0.00% | 56 | 3 | 5.7% | $903 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $1.69万 | 0.00% | 968 | -48 | -4.7% | -$838 | 减仓 |
| BUSE | FIRST BUSEY CORP | $1.69万 | 0.00% | 573 | 52 | 10.0% | $1,534 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $1.70万 | 0.00% | 2,027 | -982 | -32.6% | -$8,219 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.70万 | 0.00% | 210 | 9 | 4.5% | $730 | 加仓 |
| CNS | COHEN & STEERS INC | $1.71万 | 0.00% | 224 | -4 | -1.8% | -$305 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $1.71万 | 0.00% | 124 | -14 | -10.1% | -$1,928 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $1.71万 | 0.00% | 155 | 10 | 6.9% | $1,106 | 加仓 |
| DASH | DOORDASH INC | $1.72万 | 0.00% | 93 | -26 | -21.8% | -$4,798 | 减仓 |
| INFQ | INFLEQTION INC | $1.72万 | 0.00% | 1,289 | 1,289 | — | $1.72万 | 新建仓 |
| STNE | STONECO LTD | $1.72万 | 0.00% | 1,586 | -197 | -11.0% | -$2,135 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $1.72万 | 0.00% | 787 | 70 | 9.8% | $1,530 | 加仓 |
| RRR | RED ROCK RESORTS INC | $1.72万 | 0.00% | 265 | -31 | -10.5% | -$2,017 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $1.73万 | 0.00% | 1,420 | 117 | 9.0% | $1,425 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1.73万 | 0.00% | 715 | 715 | — | $1.73万 | 新建仓 |
| IDXX | IDEXX LABS INC | $1.74万 | 0.00% | 33 | -42 | -56.0% | -$2.21万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1.74万 | 0.00% | 116 | -731 | -86.3% | -$10.97万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1.74万 | 0.00% | 38 | 8 | 26.7% | $3,670 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $1.75万 | 0.00% | 851 | 47 | 5.8% | $965 | 加仓 |
| NWL | NEWELL BRANDS INC | $1.75万 | 0.00% | 2,848 | 2,848 | — | $1.75万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1.75万 | 0.00% | 1,293 | -49 | -3.7% | -$663 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.75万 | 0.00% | 50 | 2 | 4.2% | $700 | 加仓 |
| HUBG | HUB GROUP INC | $1.75万 | 0.00% | 400 | -38 | -8.7% | -$1,664 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1.75万 | 0.00% | 311 | -7 | -2.2% | -$395 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1.75万 | 0.00% | 955 | 163 | 20.6% | $2,994 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.75万 | 0.00% | 45 | -20 | -30.8% | -$7,798 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1.76万 | 0.00% | 116 | 1 | 0.9% | $151 | 加仓 |
| NBTB | NBT BANCORP INC | $1.76万 | 0.00% | 356 | 58 | 19.5% | $2,864 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $1.76万 | 0.00% | 2,582 | 2,582 | — | $1.76万 | 新建仓 |
| CXT | CRANE NXT CO | $1.76万 | 0.00% | 344 | 344 | — | $1.76万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $1.77万 | 0.00% | 83 | 3 | 3.8% | $639 | 加仓 |
| MZTI | MARZETTI COMPANY | $1.77万 | 0.00% | 155 | -7 | -4.3% | -$799 | 减仓 |
| MBX | MBX BIOSCIENCES INC | $1.77万 | 0.00% | 321 | 321 | — | $1.77万 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. | $1.78万 | 0.00% | 583 | 93 | 19.0% | $2,832 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $1.78万 | 0.00% | 543 | 72 | 15.3% | $2,356 | 加仓 |
| BANF | BANCFIRST CORP | $1.78万 | 0.00% | 160 | -6 | -3.6% | -$667 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.78万 | 0.00% | 56 | -14 | -20.0% | -$4,446 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $1.79万 | 0.00% | 152 | 152 | — | $1.79万 | 新建仓 |
| TRMK | TRUSTMARK CORP | $1.79万 | 0.00% | 389 | -617 | -61.3% | -$2.84万 | 减仓 |
| ABM | ABM INDS INC | $1.79万 | 0.00% | 405 | 38 | 10.4% | $1,681 | 加仓 |
| VTR | VENTAS INC | $1.79万 | 0.00% | 202 | 14 | 7.4% | $1,243 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $1.80万 | 0.00% | 748 | -4,179 | -84.8% | -$10.03万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $1.80万 | 0.00% | 520 | 15 | 3.0% | $518 | 加仓 |
| FSLY | FASTLY INC | $1.80万 | 0.00% | 983 | -1,825 | -65.0% | -$3.35万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $1.81万 | 0.00% | 227 | -66 | -22.5% | -$5,250 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $1.81万 | 0.00% | 416 | 416 | — | $1.81万 | 新建仓 |
| NVT | NVENT ELEC PLC | $1.81万 | 0.00% | 107 | 63 | 143.2% | $1.07万 | 加仓 |