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 |
|---|---|---|---|---|---|---|---|---|
| NIC | NICOLET BANKSHARES INC | $2.20万 | 0.00% | 133 | 20 | 17.7% | $3,308 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $2.21万 | 0.00% | 455 | -36 | -7.3% | -$1,751 | 减仓 |
| CC | CHEMOURS CO | $2.22万 | 0.00% | 1,082 | -134 | -11.0% | -$2,750 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $2.22万 | 0.00% | 669 | 118 | 21.4% | $3,923 | 加仓 |
| TDW | TIDEWATER INC NEW | $2.23万 | 0.00% | 334 | 45 | 15.6% | $2,998 | 加仓 |
| CENX | CENTURY ALUM CO | $2.23万 | 0.00% | 484 | 14 | 3.0% | $644 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $2.23万 | 0.00% | 101 | 101 | — | $2.23万 | 新建仓 |
| CI | THE CIGNA GROUP | $2.23万 | 0.00% | 81 | -25 | -23.6% | -$6,892 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $2.24万 | 0.00% | 618 | 94 | 17.9% | $3,407 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $2.24万 | 0.00% | 183 | -11 | -5.7% | -$1,347 | 减仓 |
| RGEN | REPLIGEN CORP | $2.25万 | 0.00% | 165 | 165 | — | $2.25万 | 新建仓 |
| ASH | ASHLAND INC | $2.25万 | 0.00% | 342 | 342 | — | $2.25万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $2.26万 | 0.00% | 319 | 148 | 86.5% | $1.05万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $2.26万 | 0.00% | 608 | 608 | — | $2.26万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $2.26万 | 0.00% | 932 | 932 | — | $2.26万 | 新建仓 |
| HON | HONEYWELL INTL INC | $2.26万 | 0.00% | 101 | -106 | -51.2% | -$2.37万 | 减仓 |
| CLMT | CALUMET INC | $2.26万 | 0.00% | 628 | 178 | 39.6% | $6,412 | 加仓 |
| HP | HELMERICH & PAYNE INC | $2.26万 | 0.00% | 691 | 42 | 6.5% | $1,375 | 加仓 |
| STUB | STUBHUB HLDGS INC | $2.26万 | 0.00% | 1,758 | 1,758 | — | $2.26万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $2.26万 | 0.00% | 2,264 | 224 | 11.0% | $2,240 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $2.27万 | 0.00% | 243 | -39 | -13.8% | -$3,644 | 减仓 |
| TFC | TRUIST FINL CORP | $2.27万 | 0.00% | 456 | 18 | 4.1% | $897 | 加仓 |
| BOH | BANK HAWAII CORP | $2.27万 | 0.00% | 279 | 19 | 7.3% | $1,548 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $2.28万 | 0.00% | 448 | -1,874 | -80.7% | -$9.52万 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $2.29万 | 0.00% | 593 | -47 | -7.3% | -$1,812 | 减仓 |
| F | FORD MTR CO | $2.29万 | 0.00% | 1,646 | 73 | 4.6% | $1,015 | 加仓 |
| FUL | FULLER H B CO | $2.30万 | 0.00% | 395 | -54 | -12.0% | -$3,148 | 减仓 |
| NET | CLOUDFLARE INC | $2.31万 | 0.00% | 94 | -2 | -2.1% | -$491 | 减仓 |
| RUN | SUNRUN INC | $2.31万 | 0.00% | 1,725 | -155 | -8.2% | -$2,074 | 减仓 |
| ETR | ENTERGY CORP NEW | $2.31万 | 0.00% | 201 | 19 | 10.4% | $2,182 | 加仓 |
| OKE | ONEOK INC NEW | $2.31万 | 0.00% | 266 | 13 | 5.1% | $1,130 | 加仓 |
| GWW | WW GRAINGER INC | $2.31万 | 0.00% | 17 | 5 | 41.7% | $6,802 | 加仓 |
| GNRC | GENERAC HLDGS INC | $2.31万 | 0.00% | 79 | 79 | — | $2.31万 | 新建仓 |
| LKQ | LKQ CORP | $2.32万 | 0.00% | 880 | 880 | — | $2.32万 | 新建仓 |
| — | LXP INDUSTRIAL TRUST | $2.32万 | 0.00% | 431 | -43 | -9.1% | -$2,317 | 减仓 |
| AME | AMETEK INC | $2.32万 | 0.00% | 96 | 4 | 4.3% | $968 | 加仓 |
| MGEE | MGE ENERGY INC | $2.32万 | 0.00% | 285 | -17 | -5.6% | -$1,386 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $2.33万 | 0.00% | 419 | 34 | 8.8% | $1,887 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $2.33万 | 0.00% | 1,029 | -44 | -4.1% | -$997 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $2.34万 | 0.00% | 504 | 47 | 10.3% | $2,186 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $2.35万 | 0.00% | 486 | 111 | 29.6% | $5,366 | 加仓 |
| KFY | KORN FERRY | $2.36万 | 0.00% | 354 | 72 | 25.5% | $4,794 | 加仓 |
| COCO | VITA COCO CO INC | $2.36万 | 0.00% | 357 | -731 | -67.2% | -$4.83万 | 减仓 |
| NOW | SERVICENOW INC | $2.36万 | 0.00% | 238 | -109 | -31.4% | -$1.08万 | 减仓 |
| WDFC | WD 40 CO | $2.36万 | 0.00% | 97 | -14 | -12.6% | -$3,411 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $2.36万 | 0.00% | 187 | -322 | -63.3% | -$4.07万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $2.36万 | 0.00% | 470 | -111 | -19.1% | -$5,582 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $2.37万 | 0.00% | 370 | 370 | — | $2.37万 | 新建仓 |
| ALAB | ASTERA LABS INC | $2.37万 | 0.00% | 49 | -3 | -5.8% | -$1,449 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $2.37万 | 0.00% | 316 | -34 | -9.7% | -$2,550 | 减仓 |
| AEHR | AEHR TEST SYS | $2.37万 | 0.00% | 247 | 247 | — | $2.37万 | 新建仓 |
| KKR | KKR & CO INC | $2.38万 | 0.00% | 259 | 44 | 20.5% | $4,038 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2.38万 | 0.00% | 378 | 51 | 15.6% | $3,210 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.38万 | 0.00% | 72 | -3 | -4.0% | -$991 | 减仓 |
| TRGP | TARGA RES CORP | $2.39万 | 0.00% | 89 | 4 | 4.7% | $1,073 | 加仓 |
| STNG | SCORPIO TANKERS INC | $2.39万 | 0.00% | 345 | 17 | 5.2% | $1,177 | 加仓 |
| OSIS | OSI SYSTEMS INC | $2.41万 | 0.00% | 110 | -305 | -73.5% | -$6.67万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $2.41万 | 0.00% | 582 | 64 | 12.4% | $2,647 | 加仓 |
| CRH | CRH PLC | $2.41万 | 0.00% | 225 | -13 | -5.5% | -$1,391 | 减仓 |
| GRAL | GRAIL INC | $2.41万 | 0.00% | 353 | 46 | 15.0% | $3,140 | 加仓 |
| FFBC | 1ST FINL BANCORP | $2.42万 | 0.00% | 714 | 72 | 11.2% | $2,436 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $2.43万 | 0.00% | 805 | 805 | — | $2.43万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $2.43万 | 0.00% | 657 | -42 | -6.0% | -$1,552 | 减仓 |
| AWR | AMER STATES WTR CO | $2.43万 | 0.00% | 294 | -27 | -8.4% | -$2,231 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $2.43万 | 0.00% | 567 | 68 | 13.6% | $2,918 | 加仓 |
| FTI | TECHNIPFMC PLC | $2.43万 | 0.00% | 367 | 2 | 0.5% | $133 | 加仓 |
| CNK | CINEMARK HLDGS INC | $2.43万 | 0.00% | 767 | -80 | -9.4% | -$2,538 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $2.43万 | 0.00% | 145 | 2 | 1.4% | $336 | 加仓 |
| O | REALTY INCOME CORP | $2.44万 | 0.00% | 393 | 18 | 4.8% | $1,115 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $2.45万 | 0.00% | 1,657 | 1,657 | — | $2.45万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $2.45万 | 0.00% | 66 | -3 | -4.3% | -$1,112 | 减仓 |
| BKU | BANKUNITED INC | $2.45万 | 0.00% | 505 | 94 | 22.9% | $4,554 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2.46万 | 0.00% | 107 | 4 | 3.9% | $918 | 加仓 |
| ABNB | AIRBNB INC | $2.46万 | 0.00% | 172 | -162 | -48.5% | -$2.32万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $2.46万 | 0.00% | 367 | 21 | 6.1% | $1,410 | 加仓 |
| CTAS | CINTAS CORP | $2.47万 | 0.00% | 145 | -34 | -19.0% | -$5,783 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $2.47万 | 0.00% | 800 | 88 | 12.4% | $2,713 | 加仓 |
| LASR | NLIGHT INC | $2.47万 | 0.00% | 355 | 68 | 23.7% | $4,734 | 加仓 |
| OUST | OUSTER INC | $2.48万 | 0.00% | 396 | 396 | — | $2.48万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $2.48万 | 0.00% | 2,470 | 230 | 10.3% | $2,307 | 加仓 |
| TGT | TARGET CORP | $2.48万 | 0.00% | 190 | 8 | 4.4% | $1,045 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.49万 | 0.00% | 18 | -1 | -5.3% | -$1,382 | 减仓 |
| VRSN | VERISIGN INC | $2.49万 | 0.00% | 99 | 26 | 35.6% | $6,540 | 加仓 |
| AFL | AFLAC INC | $2.51万 | 0.00% | 214 | 8 | 3.9% | $938 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2.51万 | 0.00% | 65 | -24 | -27.0% | -$9,281 | 减仓 |
| KAI | KADANT INC | $2.51万 | 0.00% | 80 | -1 | -1.2% | -$314 | 减仓 |
| TRS | TRIMAS CORP | $2.52万 | 0.00% | 559 | -490 | -46.7% | -$2.21万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $2.53万 | 0.00% | 683 | -97 | -12.4% | -$3,590 | 减仓 |
| GEO | GEO GROUP INC | $2.53万 | 0.00% | 856 | 232 | 37.2% | $6,856 | 加仓 |
| GNW | GENWORTH FINL INC | $2.53万 | 0.00% | 2,673 | 145 | 5.7% | $1,373 | 加仓 |
| OPLN | OPENLANE INC | $2.54万 | 0.00% | 616 | 20 | 3.4% | $825 | 加仓 |
| SKYW | SKYWEST INC | $2.54万 | 0.00% | 256 | 57 | 28.6% | $5,662 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $2.54万 | 0.00% | 1,513 | -209 | -12.1% | -$3,513 | 减仓 |
| ALL | ALLSTATE CORP | $2.55万 | 0.00% | 107 | 4 | 3.9% | $952 | 加仓 |
| ICUI | ICU MED INC | $2.55万 | 0.00% | 174 | -12 | -6.5% | -$1,759 | 减仓 |
| AVA | AVISTA CORP | $2.56万 | 0.00% | 625 | -51 | -7.5% | -$2,086 | 减仓 |
| SRE | SEMPRA | $2.56万 | 0.00% | 276 | 13 | 4.9% | $1,205 | 加仓 |
| LRN | STRIDE INC | $2.56万 | 0.00% | 297 | 1 | 0.3% | $86 | 加仓 |
| TER | TERADYNE INC | $2.56万 | 0.00% | 53 | -5 | -8.6% | -$2,419 | 减仓 |
| ALMS | ALUMIS INC | $2.57万 | 0.00% | 912 | 84 | 10.1% | $2,364 | 加仓 |