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 |
|---|---|---|---|---|---|---|---|---|
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -192 | -100.0% | -$1.18万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -813 | -100.0% | -$1.16万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -180 | -100.0% | -$1.13万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -229 | -100.0% | -$1.13万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -3,168 | -100.0% | -$1.11万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -87 | -100.0% | -$1.11万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -416 | -100.0% | -$1.08万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -507 | -100.0% | -$1.07万 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC | $0 | 0.00% | 0 | -538 | -100.0% | -$1.03万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -78 | -100.0% | -$1.01万 | 清仓 |
| EVTC | EVERTEC INC | $0 | 0.00% | 0 | -353 | -100.0% | -$9,962 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -252 | -100.0% | -$9,730 | 清仓 |
| RM | REGIONAL MGMT CORP | $0 | 0.00% | 0 | -297 | -100.0% | -$9,578 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -211 | -100.0% | -$9,558 | 清仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $0 | 0.00% | 0 | -547 | -100.0% | -$9,523 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -22 | -100.0% | -$9,343 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -56 | -100.0% | -$9,148 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -306 | -100.0% | -$9,134 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -46 | -100.0% | -$9,018 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -33 | -100.0% | -$8,805 | 清仓 |
| STRA | STRATEGIC ED INC | $0 | 0.00% | 0 | -106 | -100.0% | -$8,794 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,212 | -100.0% | -$8,763 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -1,201 | -100.0% | -$8,707 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -105 | -100.0% | -$8,701 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -44 | -100.0% | -$8,623 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$8,419 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -62 | -100.0% | -$8,050 | 清仓 |
| MFA | MFA FINL INC | $0 | 0.00% | 0 | -829 | -100.0% | -$7,942 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -44 | -100.0% | -$7,899 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -47 | -100.0% | -$7,805 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -343 | -100.0% | -$7,714 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -212 | -100.0% | -$7,568 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -312 | -100.0% | -$7,550 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -100 | -100.0% | -$7,521 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -126 | -100.0% | -$7,439 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -83 | -100.0% | -$7,208 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -110 | -100.0% | -$7,064 | 清仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $0 | 0.00% | 0 | -614 | -100.0% | -$7,061 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -106 | -100.0% | -$7,031 | 清仓 |
| WS | WORTHINGTON STL INC | $0 | 0.00% | 0 | -226 | -100.0% | -$6,859 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -30 | -100.0% | -$6,854 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -13 | -100.0% | -$6,795 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -167 | -100.0% | -$6,737 | 清仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $0 | 0.00% | 0 | -298 | -100.0% | -$6,720 | 清仓 |
| TSSI | TSS INC DEL | $0 | 0.00% | 0 | -515 | -100.0% | -$6,700 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -125 | -100.0% | -$6,676 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -1 | -100.0% | -$6,590 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -57 | -100.0% | -$6,546 | 清仓 |
| REAL | THE REALREAL INC | $0 | 0.00% | 0 | -702 | -100.0% | -$6,374 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -39 | -100.0% | -$6,337 | 清仓 |
| SAFE | SAFEHOLD INC | $0 | 0.00% | 0 | -459 | -100.0% | -$6,210 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -21 | -100.0% | -$6,076 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -142 | -100.0% | -$6,026 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -56 | -100.0% | -$5,922 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -85 | -100.0% | -$5,902 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -28 | -100.0% | -$5,876 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -17 | -100.0% | -$5,820 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -57 | -100.0% | -$5,811 | 清仓 |
| BWFG | BANKWELL FINL GROUP INC | $0 | 0.00% | 0 | -119 | -100.0% | -$5,774 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -18 | -100.0% | -$5,746 | 清仓 |
| RWT | REDWOOD TRUST INC | $0 | 0.00% | 0 | -1,020 | -100.0% | -$5,722 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -368 | -100.0% | -$5,538 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -18 | -100.0% | -$5,478 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -381 | -100.0% | -$5,429 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -46 | -100.0% | -$5,412 | 清仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $0 | 0.00% | 0 | -668 | -100.0% | -$5,397 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -31 | -100.0% | -$5,353 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -98 | -100.0% | -$5,280 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -37 | -100.0% | -$5,272 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -56 | -100.0% | -$5,242 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -18 | -100.0% | -$5,238 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -37 | -100.0% | -$5,191 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -102 | -100.0% | -$5,145 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -14 | -100.0% | -$5,093 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -27 | -100.0% | -$5,056 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -17 | -100.0% | -$5,053 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$5,041 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -48 | -100.0% | -$4,974 | 清仓 |
| RLJ | RLJ LODGING TR | $0 | 0.00% | 0 | -667 | -100.0% | -$4,949 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -116 | -100.0% | -$4,923 | 清仓 |
| GLPI | GAMING & LEISURE P | $0 | 0.00% | 0 | -109 | -100.0% | -$4,836 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -77 | -100.0% | -$4,806 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -208 | -100.0% | -$4,736 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -243 | -100.0% | -$4,719 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -197 | -100.0% | -$4,714 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -30 | -100.0% | -$4,666 | 清仓 |