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 |
|---|---|---|---|---|---|---|---|---|
| PRGS | PROGRESS SOFTWARE CORP | $1.32万 | 0.00% | 513 | -465 | -47.5% | -$1.19万 | 减仓 |
| GWW | WW GRAINGER INC | $1.31万 | 0.00% | 12 | -6 | -33.3% | -$6,545 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $1.31万 | 0.00% | 136 | 28 | 25.9% | $2,688 | 加仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $1.30万 | 0.00% | 740 | 740 | — | $1.30万 | 新建仓 |
| RMD | RESMED INC | $1.30万 | 0.00% | 58 | 5 | 9.4% | $1,122 | 加仓 |
| WAB | WABTEC | $1.30万 | 0.00% | 52 | -7 | -11.9% | -$1,749 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $1.29万 | 0.00% | 765 | 765 | — | $1.29万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $1.29万 | 0.00% | 113 | 1 | 0.9% | $114 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $1.28万 | 0.00% | 218 | -1,784 | -89.1% | -$10.51万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $1.28万 | 0.00% | 240 | 240 | — | $1.28万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $1.28万 | 0.00% | 133 | 27 | 25.5% | $2,605 | 加仓 |
| NBTB | NBT BANCORP INC | $1.27万 | 0.00% | 298 | 298 | — | $1.27万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.27万 | 0.00% | 178 | 20 | 12.7% | $1,424 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.27万 | 0.00% | 532 | 253 | 90.7% | $6,024 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $1.26万 | 0.00% | 79 | 79 | — | $1.26万 | 新建仓 |
| NRG | NRG ENERGY INC | $1.26万 | 0.00% | 86 | 37 | 75.5% | $5,407 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $1.25万 | 0.00% | 1,157 | -155 | -11.8% | -$1,674 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $1.25万 | 0.00% | 248 | -3,353 | -93.1% | -$16.87万 | 减仓 |
| CPNG | COUPANG INC | $1.24万 | 0.00% | 659 | 4 | 0.6% | $76 | 加仓 |
| NTCT | NETSCOUT SYS INC | $1.24万 | 0.00% | 391 | 391 | — | $1.24万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $1.23万 | 0.00% | 73 | 73 | — | $1.23万 | 新建仓 |
| HSY | HERSHEY CO | $1.23万 | 0.00% | 59 | 59 | — | $1.23万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $1.22万 | 0.00% | 360 | 360 | — | $1.22万 | 新建仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $1.22万 | 0.00% | 1,303 | 1,303 | — | $1.22万 | 新建仓 |
| AEE | AMEREN CORP | $1.22万 | 0.00% | 111 | 111 | — | $1.22万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $1.22万 | 0.00% | 66 | 66 | — | $1.22万 | 新建仓 |
| STT | STATE STR CORP | $1.22万 | 0.00% | 96 | 9 | 10.3% | $1,139 | 加仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $1.21万 | 0.00% | 1,340 | 1,340 | — | $1.21万 | 新建仓 |
| FBK | FB FINL CORP | $1.21万 | 0.00% | 232 | 232 | — | $1.21万 | 新建仓 |
| SPSC | SPS COMM INC | $1.20万 | 0.00% | 216 | 216 | — | $1.20万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.20万 | 0.00% | 156 | 33 | 26.8% | $2,544 | 加仓 |
| MTB | M & T BK CORP | $1.20万 | 0.00% | 58 | 25 | 75.8% | $5,168 | 加仓 |
| BL | BLACKLINE INC | $1.20万 | 0.00% | 324 | 238 | 276.7% | $8,806 | 加仓 |
| PAYX | PAYCHEX INC | $1.20万 | 0.00% | 130 | 1 | 0.8% | $92 | 加仓 |
| ICHR | ICHOR HOLDINGS | $1.19万 | 0.00% | 256 | 256 | — | $1.19万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.19万 | 0.00% | 51 | -27 | -34.6% | -$6,298 | 减仓 |
| APG | API GROUP CORP | $1.18万 | 0.00% | 292 | 292 | — | $1.18万 | 新建仓 |
| DOW | DOW HLDGS INC | $1.18万 | 0.00% | 284 | 284 | — | $1.18万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.18万 | 0.00% | 42 | -504 | -92.3% | -$14.17万 | 减仓 |
| QCRH | QCR HLDGS INC | $1.18万 | 0.00% | 138 | -600 | -81.3% | -$5.13万 | 减仓 |
| CPRT | COPART INC | $1.18万 | 0.00% | 355 | 2 | 0.6% | $66 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.18万 | 0.00% | 192 | 14 | 7.9% | $859 | 加仓 |
| HAL | HALLIBURTON CO | $1.18万 | 0.00% | 302 | 302 | — | $1.18万 | 新建仓 |
| BANR | BANNER CORP | $1.18万 | 0.00% | 194 | -298 | -60.6% | -$1.81万 | 减仓 |
| PLUS | EPLUS INC | $1.17万 | 0.00% | 156 | -2,218 | -93.4% | -$16.69万 | 减仓 |
| VICI | VICI PPTYS INC | $1.17万 | 0.00% | 429 | 163 | 61.3% | $4,453 | 加仓 |
| URI | UNITED RENTALS INC | $1.17万 | 0.00% | 16 | -9 | -36.0% | -$6,557 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $1.16万 | 0.00% | 269 | -886 | -76.7% | -$3.83万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $1.16万 | 0.00% | 813 | 553 | 212.7% | $7,903 | 加仓 |
| WAT | WATERS CORP | $1.16万 | 0.00% | 39 | 39 | — | $1.16万 | 新建仓 |
| SBH | SALLY BEAUTY HLDGS INC | $1.14万 | 0.00% | 825 | -7,790 | -90.4% | -$10.79万 | 减仓 |
| IQV | IQVIA HLDGS INC | $1.14万 | 0.00% | 67 | 2 | 3.1% | $341 | 加仓 |
| EIX | EDISON INTL | $1.13万 | 0.00% | 155 | 155 | — | $1.13万 | 新建仓 |
| CVNA | CARVANA CO | $1.13万 | 0.00% | 36 | -17 | -32.1% | -$5,345 | 减仓 |
| CNM | CORE & MAIN INC | $1.13万 | 0.00% | 229 | 229 | — | $1.13万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $1.13万 | 0.00% | 262 | 262 | — | $1.13万 | 新建仓 |
| HCI | HCI GROUP INC | $1.13万 | 0.00% | 73 | 73 | — | $1.13万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $1.12万 | 0.00% | 385 | 385 | — | $1.12万 | 新建仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1.12万 | 0.00% | 214 | -2,081 | -90.7% | -$10.92万 | 减仓 |
| ALG | ALAMO GROUP INC | $1.12万 | 0.00% | 68 | 68 | — | $1.12万 | 新建仓 |
| FE | FIRSTENERGY CORP | $1.11万 | 0.00% | 220 | 220 | — | $1.11万 | 新建仓 |
| IR | INGERSOLL RAND INC | $1.11万 | 0.00% | 139 | 39 | 39.0% | $3,125 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $1.11万 | 0.00% | 3,168 | 3,168 | — | $1.11万 | 新建仓 |
| ARCB | ARCBEST CORP | $1.11万 | 0.00% | 113 | 113 | — | $1.11万 | 新建仓 |
| DDOG | DATADOG INC | $1.11万 | 0.00% | 94 | -34 | -26.6% | -$4,014 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $1.11万 | 0.00% | 87 | -136 | -61.0% | -$1.73万 | 减仓 |
| PPL | PPL CORP | $1.11万 | 0.00% | 290 | 290 | — | $1.11万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.10万 | 0.00% | 38 | 15 | 65.2% | $4,361 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.10万 | 0.00% | 84 | 84 | — | $1.10万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.10万 | 0.00% | 700 | 700 | — | $1.10万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $1.10万 | 0.00% | 623 | 623 | — | $1.10万 | 新建仓 |
| FISV | FISERV INC | $1.09万 | 0.00% | 196 | 22 | 12.6% | $1,228 | 加仓 |
| CASY | CASEYS GEN STORES INC | $1.09万 | 0.00% | 15 | 15 | — | $1.09万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.09万 | 0.00% | 23 | 23 | — | $1.09万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $1.09万 | 0.00% | 475 | -4,876 | -91.1% | -$11.19万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.09万 | 0.00% | 18 | 18 | — | $1.09万 | 新建仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $1.08万 | 0.00% | 200 | 200 | — | $1.08万 | 新建仓 |
| BIIB | BIOGEN INC | $1.08万 | 0.00% | 59 | 59 | — | $1.08万 | 新建仓 |
| EYE | NATIONAL VISION HLDGS INC | $1.08万 | 0.00% | 416 | 416 | — | $1.08万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $1.07万 | 0.00% | 634 | -574 | -47.5% | -$9,709 | 减仓 |
| WRBY | WARBY PARKER INC | $1.07万 | 0.00% | 507 | 507 | — | $1.07万 | 新建仓 |
| DTE | DTE ENERGY CO | $1.07万 | 0.00% | 73 | 73 | — | $1.07万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.06万 | 0.00% | 97 | 97 | — | $1.06万 | 新建仓 |
| ROG | ROGERS CORP | $1.06万 | 0.00% | 99 | -358 | -78.3% | -$3.84万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.06万 | 0.00% | 78 | 78 | — | $1.06万 | 新建仓 |
| VVX | V2X INC | $1.05万 | 0.00% | 154 | 154 | — | $1.05万 | 新建仓 |
| VEEV | VEEVA SYS INC | $1.05万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| GEO | GEO GROUP INC | $1.05万 | 0.00% | 624 | 624 | — | $1.05万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $1.05万 | 0.00% | 151 | 151 | — | $1.05万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $1.04万 | 0.00% | 157 | -102 | -39.4% | -$6,781 | 减仓 |
| PRDO | PERDOCEO ED CORP | $1.04万 | 0.00% | 279 | -3,112 | -91.8% | -$11.58万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $1.03万 | 0.00% | 538 | 538 | — | $1.03万 | 新建仓 |
| HUBB | HUBBELL INC | $1.03万 | 0.00% | 21 | 21 | — | $1.03万 | 新建仓 |
| WDAY | WORKDAY INC | $1.01万 | 0.00% | 78 | -6 | -7.1% | -$780 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.01万 | 0.00% | 8 | 8 | — | $1.01万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.01万 | 0.00% | 17 | 17 | — | $1.01万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1.01万 | 0.00% | 53 | 22 | 71.0% | $4,175 | 加仓 |
| EVTC | EVERTEC INC | $9,962 | 0.00% | 353 | 353 | — | $9,962 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $9,783 | 0.00% | 158 | 158 | — | $9,783 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $9,761 | 0.00% | 64 | 29 | 82.9% | $4,423 | 加仓 |