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 |
|---|---|---|---|---|---|---|---|---|
| SHOO | MADDEN STEVEN LTD | $2.57万 | 0.00% | 611 | 251 | 69.7% | $1.06万 | 加仓 |
| PII | POLARIS INC | $2.57万 | 0.00% | 376 | -62 | -14.2% | -$4,243 | 减仓 |
| CALM | CAL MAINE FOODS INC | $2.59万 | 0.00% | 322 | -27 | -7.7% | -$2,175 | 减仓 |
| WSBC | WESBANCO INC | $2.60万 | 0.00% | 665 | 63 | 10.5% | $2,459 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $2.60万 | 0.00% | 363 | 363 | — | $2.60万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $2.60万 | 0.00% | 2,833 | 287 | 11.3% | $2,635 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2.62万 | 0.00% | 818 | 38 | 4.9% | $1,215 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.62万 | 0.00% | 613 | 31 | 5.3% | $1,323 | 加仓 |
| MANE | VERADERMICS INC | $2.62万 | 0.00% | 213 | 213 | — | $2.62万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $2.63万 | 0.00% | 23 | 5 | 27.8% | $5,707 | 加仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $2.63万 | 0.00% | 1,017 | -2,303 | -69.4% | -$5.95万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.63万 | 0.00% | 70 | -98 | -58.3% | -$3.68万 | 减仓 |
| MRX | MAREX GROUP ORD (NMS) | $2.63万 | 0.00% | 432 | 96 | 28.6% | $5,851 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $2.65万 | 0.00% | 711 | 160 | 29.0% | $5,954 | 加仓 |
| SNOW | SNOWFLAKE INC | $2.65万 | 0.00% | 104 | -11 | -9.6% | -$2,800 | 减仓 |
| THG | HANOVER INS GROUP INC | $2.66万 | 0.00% | 124 | 124 | — | $2.66万 | 新建仓 |
| ITRI | ITRON INC | $2.66万 | 0.00% | 307 | 13 | 4.4% | $1,125 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.66万 | 0.00% | 148 | 10 | 7.2% | $1,796 | 加仓 |
| SLG | SL GREEN RLTY CORP | $2.67万 | 0.00% | 515 | -73 | -12.4% | -$3,779 | 减仓 |
| PJT | PJT PARTNERS INC | $2.67万 | 0.00% | 177 | 66 | 59.5% | $9,962 | 加仓 |
| CVBF | CVB FINL CORP | $2.67万 | 0.00% | 1,185 | 311 | 35.6% | $7,013 | 加仓 |
| MARA | MARA HOLDINGS INC | $2.67万 | 0.00% | 1,925 | -1,142 | -37.2% | -$1.59万 | 减仓 |
| DORM | DORMAN PRODS INC | $2.67万 | 0.00% | 196 | -16 | -7.5% | -$2,183 | 减仓 |
| WHD | CACTUS INC | $2.68万 | 0.00% | 523 | 78 | 17.5% | $3,996 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.68万 | 0.00% | 43 | 2 | 4.9% | $1,247 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.69万 | 0.00% | 100 | -14 | -12.3% | -$3,764 | 减仓 |
| RNST | RENASANT CORP | $2.70万 | 0.00% | 634 | 71 | 12.6% | $3,020 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $2.70万 | 0.00% | 1,029 | 108 | 11.7% | $2,832 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $2.71万 | 0.00% | 355 | -27 | -7.1% | -$2,059 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.71万 | 0.00% | 59 | 2 | 3.5% | $918 | 加仓 |
| FDX | FEDEX CORP | $2.72万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $2.73万 | 0.00% | 1,880 | 8 | 0.4% | $116 | 加仓 |
| WSFS | WSFS FINL CORP | $2.73万 | 0.00% | 356 | 59 | 19.9% | $4,527 | 加仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $2.73万 | 0.00% | 3,370 | 3,370 | — | $2.73万 | 新建仓 |
| BGC | BGC GROUP INC | $2.74万 | 0.00% | 2,563 | -8,182 | -76.1% | -$8.75万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $2.75万 | 0.00% | 218 | -805 | -78.7% | -$10.14万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.76万 | 0.00% | 94 | 5 | 5.6% | $1,466 | 加仓 |
| FDS | FACTSET RESH SYS INC | $2.76万 | 0.00% | 120 | 4 | 3.4% | $920 | 加仓 |
| OTTR | OTTER TAIL CORP | $2.76万 | 0.00% | 307 | -34 | -10.0% | -$3,059 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $2.76万 | 0.00% | 854 | 378 | 79.4% | $1.22万 | 加仓 |
| MHO | M/I HOMES INC | $2.77万 | 0.00% | 172 | -11 | -6.0% | -$1,769 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $2.77万 | 0.00% | 1,071 | -2,825 | -72.5% | -$7.30万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $2.77万 | 0.00% | 1,063 | -1,395 | -56.8% | -$3.64万 | 减仓 |
| COHU | COHU INC | $2.77万 | 0.00% | 375 | 111 | 42.0% | $8,204 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2.77万 | 0.00% | 223 | -3 | -1.3% | -$373 | 减仓 |
| CATY | CATHAY GEN BANCORP | $2.78万 | 0.00% | 448 | 73 | 19.5% | $4,525 | 加仓 |
| MCK | MCKESSON CORP | $2.80万 | 0.00% | 37 | -23 | -38.3% | -$1.74万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $2.80万 | 0.00% | 334 | 43 | 14.8% | $3,600 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $2.80万 | 0.00% | 1,620 | 232 | 16.7% | $4,016 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $2.80万 | 0.00% | 550 | 152 | 38.2% | $7,751 | 加仓 |
| MCO | MOODYS CORP | $2.81万 | 0.00% | 62 | 11 | 21.6% | $4,982 | 加仓 |
| CSTM | CONSTELLIUM SE | $2.82万 | 0.00% | 884 | -77 | -8.0% | -$2,454 | 减仓 |
| PLGO | PELAGOS INS CAP LTD | $2.82万 | 0.00% | 1,157 | 1,157 | — | $2.82万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $2.82万 | 0.00% | 844 | 844 | — | $2.82万 | 新建仓 |
| GFF | GRIFFON CORP | $2.83万 | 0.00% | 290 | -892 | -75.5% | -$8.70万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.83万 | 0.00% | 114 | -7 | -5.8% | -$1,739 | 减仓 |
| ONDS | ONDAS INC | $2.83万 | 0.00% | 3,437 | 3,437 | — | $2.83万 | 新建仓 |
| TXG | 10X GENOMICS INC | $2.85万 | 0.00% | 743 | -172 | -18.8% | -$6,595 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $2.85万 | 0.00% | 372 | 8 | 2.2% | $613 | 加仓 |
| MMSI | MERIT MED SYS INC | $2.85万 | 0.00% | 411 | -266 | -39.3% | -$1.84万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2.85万 | 0.00% | 75 | -26 | -25.7% | -$9,890 | 减仓 |
| PSX | PHILLIPS 66 | $2.86万 | 0.00% | 169 | 14 | 9.0% | $2,367 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $2.87万 | 0.00% | 1,922 | -360 | -15.8% | -$5,378 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $2.87万 | 0.00% | 566 | 566 | — | $2.87万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.87万 | 0.00% | 312 | -4 | -1.3% | -$368 | 减仓 |
| CVSA | COVISTA INC | $2.88万 | 0.00% | 231 | 48 | 26.2% | $5,984 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $2.89万 | 0.00% | 1,303 | 117 | 9.9% | $2,599 | 加仓 |
| SXI | STANDEX INTL CORP | $2.90万 | 0.00% | 81 | 5 | 6.6% | $1,788 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $2.90万 | 0.00% | 1,738 | -198 | -10.2% | -$3,305 | 减仓 |
| OII | OCEANEERING INTL INC | $2.91万 | 0.00% | 717 | 202 | 39.2% | $8,185 | 加仓 |
| EOG | EOG RES INC | $2.91万 | 0.00% | 224 | 8 | 3.7% | $1,038 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $2.91万 | 0.00% | 1,409 | -138 | -8.9% | -$2,852 | 减仓 |
| MMM | 3M CO | $2.91万 | 0.00% | 180 | 17 | 10.4% | $2,752 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.92万 | 0.00% | 237 | 22 | 10.2% | $2,708 | 加仓 |
| SLB | SLB LIMITED | $2.93万 | 0.00% | 630 | 27 | 4.5% | $1,255 | 加仓 |
| GM | GENERAL MTRS CO | $2.93万 | 0.00% | 380 | 17 | 4.7% | $1,310 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2.93万 | 0.00% | 1,158 | 106 | 10.1% | $2,682 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2.93万 | 0.00% | 131 | 6 | 4.8% | $1,342 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $2.93万 | 0.00% | 1,636 | 115 | 7.6% | $2,062 | 加仓 |
| AON | AON PLC | $2.95万 | 0.00% | 89 | 5 | 6.0% | $1,658 | 加仓 |
| ECL | ECOLAB INC | $2.95万 | 0.00% | 106 | 4 | 3.9% | $1,114 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $2.97万 | 0.00% | 859 | 100 | 13.2% | $3,460 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $2.98万 | 0.00% | 819 | -116 | -12.4% | -$4,221 | 减仓 |
| CALY | CALLAWAY GOLF CO | $2.98万 | 0.00% | 1,588 | 493 | 45.0% | $9,264 | 加仓 |
| LAUR | LAUREATE ED INC | $2.99万 | 0.00% | 823 | 237 | 40.4% | $8,608 | 加仓 |
| RXO | RXO INC | $3.00万 | 0.00% | 1,087 | 143 | 15.1% | $3,945 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $3.00万 | 0.00% | 375 | 27 | 7.8% | $2,161 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3.00万 | 0.00% | 111 | -70 | -38.7% | -$1.89万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $3.00万 | 0.00% | 395 | 395 | — | $3.00万 | 新建仓 |
| ENVA | ENOVA INTL INC | $3.01万 | 0.00% | 125 | -556 | -81.6% | -$13.38万 | 减仓 |
| BMI | BADGER METER INC | $3.01万 | 0.00% | 203 | 8 | 4.1% | $1,187 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $3.02万 | 0.00% | 398 | 73 | 22.5% | $5,544 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $3.03万 | 0.00% | 986 | 64 | 6.9% | $1,969 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $3.04万 | 0.00% | 1,161 | 137 | 13.4% | $3,588 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3.05万 | 0.00% | 86 | -95 | -52.5% | -$3.37万 | 减仓 |
| IMVT | IMMUNOVANT INC | $3.05万 | 0.00% | 791 | -1,628 | -67.3% | -$6.27万 | 减仓 |
| EMR | EMERSON ELEC CO | $3.05万 | 0.00% | 213 | -13 | -5.8% | -$1,861 | 减仓 |
| AZZ | AZZ INC | $3.05万 | 0.00% | 197 | 48 | 32.2% | $7,442 | 加仓 |
| HCC | WARRIOR MET COAL INC | $3.06万 | 0.00% | 377 | -26 | -6.5% | -$2,110 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $3.06万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |