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 |
|---|---|---|---|---|---|---|---|---|
| HBNC | HORIZON BANCORP IND | $0 | 0.00% | 0 | -4,016 | -100.0% | -$6.65万 | 清仓 |
| SWBI | SMITH & WESSON BRANDS INC | $0 | 0.00% | 0 | -4,609 | -100.0% | -$6.60万 | 清仓 |
| ACDC | PROFRAC HLDG CORP | $0 | 0.00% | 0 | -10,342 | -100.0% | -$6.41万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -730 | -100.0% | -$6.28万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -998 | -100.0% | -$6.26万 | 清仓 |
| SWIM | LATHAM GROUP INC | $0 | 0.00% | 0 | -11,626 | -100.0% | -$6.24万 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $0 | 0.00% | 0 | -3,364 | -100.0% | -$6.24万 | 清仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $0 | 0.00% | 0 | -3,595 | -100.0% | -$6.22万 | 清仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $0 | 0.00% | 0 | -825 | -100.0% | -$6.16万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -1,289 | -100.0% | -$6.08万 | 清仓 |
| NPCE | NEUROPACE INC | $0 | 0.00% | 0 | -4,522 | -100.0% | -$5.95万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $0 | 0.00% | 0 | -337 | -100.0% | -$5.70万 | 清仓 |
| HIPO | HIPPO HLDGS INC | $0 | 0.00% | 0 | -2,173 | -100.0% | -$5.66万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -276 | -100.0% | -$5.52万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -1,089 | -100.0% | -$5.40万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $0 | 0.00% | 0 | -956 | -100.0% | -$5.29万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -154 | -100.0% | -$5.22万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -144 | -100.0% | -$5.15万 | 清仓 |
| TRUP | TRUPANION INC | $0 | 0.00% | 0 | -1,973 | -100.0% | -$5.05万 | 清仓 |
| ALNT | ALLIENT INC | $0 | 0.00% | 0 | -848 | -100.0% | -$5.01万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -254 | -100.0% | -$4.65万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -865 | -100.0% | -$4.56万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -445 | -100.0% | -$4.56万 | 清仓 |
| — | LANDS END INC NEW | $0 | 0.00% | 0 | -4,054 | -100.0% | -$4.56万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -1,625 | -100.0% | -$4.54万 | 清仓 |
| KIDS | ORTHOPEDIATRICS CORP | $0 | 0.00% | 0 | -2,859 | -100.0% | -$4.54万 | 清仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $0 | 0.00% | 0 | -156 | -100.0% | -$4.53万 | 清仓 |
| MYE | MYERS INDS INC | $0 | 0.00% | 0 | -2,137 | -100.0% | -$4.53万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -516 | -100.0% | -$4.36万 | 清仓 |
| INTA | INTAPP INC | $0 | 0.00% | 0 | -1,671 | -100.0% | -$4.29万 | 清仓 |
| SANM | SANMINA CORP | $0 | 0.00% | 0 | -317 | -100.0% | -$4.11万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -281 | -100.0% | -$4.00万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -465 | -100.0% | -$3.99万 | 清仓 |
| FIGS | FIGS INC | $0 | 0.00% | 0 | -2,576 | -100.0% | -$3.80万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -2,541 | -100.0% | -$3.67万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -2,152 | -100.0% | -$3.65万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -430 | -100.0% | -$3.62万 | 清仓 |
| STGW | STAGWELL INC | $0 | 0.00% | 0 | -5,709 | -100.0% | -$3.59万 | 清仓 |
| MNRO | MONRO INC | $0 | 0.00% | 0 | -2,182 | -100.0% | -$3.50万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -244 | -100.0% | -$3.49万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -598 | -100.0% | -$3.48万 | 清仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | -247 | -100.0% | -$3.31万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -264 | -100.0% | -$3.25万 | 清仓 |
| IBEX | IBEX LTD | $0 | 0.00% | 0 | -1,194 | -100.0% | -$3.20万 | 清仓 |
| CRSR | CORSAIR GAMING INC | $0 | 0.00% | 0 | -5,581 | -100.0% | -$3.10万 | 清仓 |
| HLF | HERBALIFE LTD | $0 | 0.00% | 0 | -2,073 | -100.0% | -$3.05万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -79 | -100.0% | -$3.00万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -352 | -100.0% | -$2.89万 | 清仓 |
| NVEC | NVE CORP | $0 | 0.00% | 0 | -434 | -100.0% | -$2.84万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -94 | -100.0% | -$2.81万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -420 | -100.0% | -$2.79万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -1,063 | -100.0% | -$2.70万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -350 | -100.0% | -$2.57万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -24 | -100.0% | -$2.56万 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -241 | -100.0% | -$2.56万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$2.50万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -465 | -100.0% | -$2.46万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -143 | -100.0% | -$2.45万 | 清仓 |
| VICR | VICOR CORP | $0 | 0.00% | 0 | -152 | -100.0% | -$2.45万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -546 | -100.0% | -$2.43万 | 清仓 |
| ICFI | ICF INTL INC | $0 | 0.00% | 0 | -368 | -100.0% | -$2.40万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -2,962 | -100.0% | -$2.38万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -951 | -100.0% | -$2.35万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -4,499 | -100.0% | -$2.33万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -355 | -100.0% | -$2.32万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -720 | -100.0% | -$2.28万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -117 | -100.0% | -$2.21万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -354 | -100.0% | -$2.19万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -612 | -100.0% | -$2.08万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -1,194 | -100.0% | -$2.03万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -634 | -100.0% | -$2.00万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -338 | -100.0% | -$1.97万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -92 | -100.0% | -$1.94万 | 清仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $0 | 0.00% | 0 | -328 | -100.0% | -$1.92万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -1,148 | -100.0% | -$1.92万 | 清仓 |
| IESC | IES HOLDINGS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1.91万 | 清仓 |
| VREX | VAREX IMAGING CORP | $0 | 0.00% | 0 | -1,776 | -100.0% | -$1.88万 | 清仓 |
| PRAA | PRA GROUP INC | $0 | 0.00% | 0 | -1,028 | -100.0% | -$1.80万 | 清仓 |
| OPFI | OPPFI INC | $0 | 0.00% | 0 | -2,207 | -100.0% | -$1.70万 | 清仓 |
| SOC | SABLE OFFSHORE CORP | $0 | 0.00% | 0 | -1,012 | -100.0% | -$1.67万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -69 | -100.0% | -$1.65万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -126 | -100.0% | -$1.57万 | 清仓 |
| SPT | SPROUT SOCIAL INC | $0 | 0.00% | 0 | -2,681 | -100.0% | -$1.53万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -152 | -100.0% | -$1.52万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $0 | 0.00% | 0 | -501 | -100.0% | -$1.52万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -301 | -100.0% | -$1.45万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -41 | -100.0% | -$1.45万 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -102 | -100.0% | -$1.42万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -2,023 | -100.0% | -$1.38万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -412 | -100.0% | -$1.38万 | 清仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $0 | 0.00% | 0 | -1,355 | -100.0% | -$1.36万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | -142 | -100.0% | -$1.33万 | 清仓 |
| PRGS | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -513 | -100.0% | -$1.32万 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -740 | -100.0% | -$1.30万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -765 | -100.0% | -$1.29万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -240 | -100.0% | -$1.28万 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -73 | -100.0% | -$1.23万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -216 | -100.0% | -$1.20万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -324 | -100.0% | -$1.20万 | 清仓 |
| QCRH | QCR HLDGS INC | $0 | 0.00% | 0 | -138 | -100.0% | -$1.18万 | 清仓 |