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 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -66 | -100.0% | -$1.07万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -43 | -100.0% | -$1.03万 | 清仓 |
| PMT | PENNYMAC MTG INVT TR | $0 | 0.00% | 0 | -800 | -100.0% | -$1.00万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -144 | -100.0% | -$9,824 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$9,755 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -1,017 | -100.0% | -$8,645 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -167 | -100.0% | -$8,417 | 清仓 |
| HAPN | LENDINGCLUB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LFCR | LIFECORE BIOMEDICAL INC | $0 | 0.00% | 0 | -975 | -100.0% | -$7,976 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -60 | -100.0% | -$7,445 | 清仓 |
| ACIC | AMERICAN COASTAL INS CORP | $0 | 0.00% | 0 | -547 | -100.0% | -$6,909 | 清仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $0 | 0.00% | 0 | -835 | -100.0% | -$6,864 | 清仓 |
| CRVL | CORVEL CORP | $0 | 0.00% | 0 | -95 | -100.0% | -$6,429 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -71 | -100.0% | -$5,617 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -17 | -100.0% | -$5,501 | 清仓 |
| USLM | UNITED STS LIME & MINERALS I | $0 | 0.00% | 0 | -42 | -100.0% | -$5,029 | 清仓 |