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 |
|---|---|---|---|---|---|---|---|---|
| MGNI | MAGNITE INC | $7.81万 | 0.01% | 4,117 | 3,375 | 454.9% | $6.41万 | 加仓 |
| LZ | LEGALZOOM COM INC | $7.74万 | 0.01% | 12,622 | 5,207 | 70.2% | $3.19万 | 重新持有 |
| ALKS | ALKERMES PLC | $7.73万 | 0.01% | 1,475 | 114 | 8.4% | $5,973 | 加仓 |
| NCNO | NCINO INC | $7.59万 | 0.01% | 4,644 | 4,195 | 934.3% | $6.86万 | 加仓 |
| HAFC | HANMI FINL CORP | $7.56万 | 0.01% | 2,332 | 1,690 | 263.2% | $5.48万 | 重新持有 |
| PCVX | VAXCYTE INC | $7.55万 | 0.01% | 1,299 | 119 | 10.1% | $6,917 | 加仓 |
| PEP | PEPSICO INC | $7.47万 | 0.01% | 552 | 11 | 2.0% | $1,489 | 加仓 |
| ADI | ANALOG DEVICES INC | $7.47万 | 0.01% | 188 | -5 | -2.6% | -$1,986 | 减仓 |
| KTB | KONTOOR BRANDS INC | $7.46万 | 0.01% | 895 | -1,042 | -53.8% | -$8.68万 | 减仓 |
| UNP | UNION PAC CORP | $7.45万 | 0.01% | 274 | 59 | 27.4% | $1.60万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7.44万 | 0.01% | 1,031 | 349 | 51.2% | $2.52万 | 加仓 |
| QCOM | QUALCOMM INC | $7.37万 | 0.01% | 399 | -30 | -7.0% | -$5,544 | 减仓 |
| ANET | ARISTA NETWORKS INC | $7.32万 | 0.01% | 431 | 100 | 30.2% | $1.70万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $7.29万 | 0.01% | 831 | -8 | -1.0% | -$702 | 减仓 |
| VVX | V2X INC | $7.27万 | 0.01% | 975 | 821 | 533.1% | $6.12万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $7.23万 | 0.01% | 7,363 | 5,522 | 299.9% | $5.42万 | 加仓 |
| AGX | ARGAN INC | $7.19万 | 0.01% | 90 | 19 | 26.8% | $1.52万 | 加仓 |
| UMBF | UMB FINL CORP | $7.18万 | 0.01% | 503 | 123 | 32.4% | $1.76万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $7.10万 | 0.01% | 583 | 371 | 175.0% | $4.52万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $7.05万 | 0.01% | 1,284 | -1,569 | -55.0% | -$8.62万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $7.04万 | 0.01% | 574 | 53 | 10.2% | $6,497 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $6.96万 | 0.01% | 4,208 | 2,270 | 117.1% | $3.75万 | 加仓 |
| ATRC | ATRICURE INC | $6.96万 | 0.01% | 2,486 | -406 | -14.0% | -$1.14万 | 重新持有 |
| MOG/A | MOOG INC | $6.95万 | 0.01% | 164 | -169 | -50.8% | -$7.16万 | 减仓 |
| MCD | MCDONALDS CORP | $6.95万 | 0.01% | 257 | 3 | 1.2% | $811 | 加仓 |
| HUT | HUT 8 CORP | $6.87万 | 0.01% | 595 | -50 | -7.8% | -$5,772 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $6.84万 | 0.01% | 616 | 54 | 9.6% | $5,996 | 加仓 |
| WM | WASTE MGMT INC DEL | $6.78万 | 0.01% | 304 | 28 | 10.1% | $6,241 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $6.61万 | 0.01% | 576 | 21 | 3.8% | $2,408 | 加仓 |
| GILD | GILEAD SCIENCES INC | $6.59万 | 0.01% | 522 | 22 | 4.4% | $2,779 | 加仓 |
| PD | PAGERDUTY INC | $6.59万 | 0.01% | 6,829 | 6,829 | — | $6.59万 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC | $6.58万 | 0.01% | 741 | 167 | 29.1% | $1.48万 | 加仓 |
| CTRE | CARETRUST REIT INC | $6.57万 | 0.01% | 1,629 | -7 | -0.4% | -$282 | 减仓 |
| GLW | CORNING INC | $6.54万 | 0.01% | 256 | 8 | 3.2% | $2,043 | 加仓 |
| DIOD | DIODES INC | $6.52万 | 0.01% | 596 | -382 | -39.1% | -$4.18万 | 减仓 |
| DIS | DISNEY WALT CO | $6.52万 | 0.01% | 677 | 55 | 8.8% | $5,294 | 加仓 |
| WELL | WELLTOWER INC | $6.45万 | 0.01% | 284 | 3 | 1.1% | $681 | 加仓 |
| APPN | APPIAN CORP | $6.43万 | 0.01% | 2,808 | 2,808 | — | $6.43万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $6.42万 | 0.01% | 622 | -959 | -60.7% | -$9.90万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $6.34万 | 0.01% | 447 | 197 | 78.8% | $2.79万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $6.22万 | 0.01% | 685 | 33 | 5.1% | $2,994 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $6.17万 | 0.01% | 2,608 | -846 | -24.5% | -$2.00万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $6.14万 | 0.01% | 1,141 | 117 | 11.4% | $6,292 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $6.09万 | 0.01% | 174 | 28 | 19.2% | $9,801 | 加仓 |
| COMP | COMPASS INC | $6.07万 | 0.01% | 4,921 | 218 | 4.6% | $2,688 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $6.06万 | 0.01% | 320 | 71 | 28.5% | $1.35万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $6.05万 | 0.01% | 742 | -255 | -25.6% | -$2.08万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $6.03万 | 0.01% | 2,327 | 229 | 10.9% | $5,931 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $6.00万 | 0.01% | 415 | 170 | 69.4% | $2.46万 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $6.00万 | 0.01% | 6,397 | 6,397 | — | $6.00万 | 新建仓 |
| FROG | JFROG LTD | $5.87万 | 0.01% | 646 | 646 | — | $5.87万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $5.80万 | 0.01% | 629 | 71 | 12.7% | $6,551 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $5.78万 | 0.01% | 171 | 25 | 17.1% | $8,456 | 加仓 |
| DE | DEERE & CO | $5.77万 | 0.01% | 91 | 3 | 3.4% | $1,903 | 加仓 |
| T | AT&T INC | $5.77万 | 0.01% | 2,788 | -22 | -0.8% | -$455 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $5.75万 | 0.01% | 1,487 | 215 | 16.9% | $8,321 | 加仓 |
| ENS | ENERSYS | $5.75万 | 0.01% | 246 | 14 | 6.0% | $3,273 | 加仓 |
| PFE | PFIZER INC | $5.74万 | 0.01% | 2,384 | 93 | 4.1% | $2,239 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $5.72万 | 0.01% | 374 | 374 | — | $5.72万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $5.70万 | 0.01% | 804 | 420 | 109.4% | $2.98万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $5.65万 | 0.01% | 549 | 59 | 12.0% | $6,070 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5.65万 | 0.01% | 74 | -276 | -78.9% | -$21.06万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $5.59万 | 0.01% | 177 | 16 | 9.9% | $5,057 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $5.57万 | 0.01% | 476 | 13 | 2.8% | $1,522 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $5.52万 | 0.01% | 1,093 | 208 | 23.5% | $1.05万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $5.52万 | 0.01% | 2,254 | -510 | -18.5% | -$1.25万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $5.44万 | 0.01% | 1,987 | -349 | -14.9% | -$9,556 | 减仓 |
| GKOS | GLAUKOS CORP | $5.38万 | 0.01% | 385 | 13 | 3.5% | $1,817 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5.37万 | 0.01% | 135 | 12 | 9.8% | $4,772 | 加仓 |
| IPI | INTREPID POTASH INC | $5.37万 | 0.01% | 1,637 | 1,637 | — | $5.37万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $5.34万 | 0.01% | 1,135 | 329 | 40.8% | $1.55万 | 加仓 |
| PWR | QUANTA SVCS INC | $5.33万 | 0.01% | 74 | 36 | 94.7% | $2.59万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $5.32万 | 0.01% | 414 | 40 | 10.7% | $5,142 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.32万 | 0.01% | 107 | 5 | 4.9% | $2,484 | 加仓 |
| NPO | ENPRO INC | $5.31万 | 0.01% | 141 | 22 | 18.5% | $8,292 | 加仓 |
| PSFE | PAYSAFE LIMITED | $5.30万 | 0.01% | 7,101 | 7,101 | — | $5.30万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $5.30万 | 0.01% | 706 | -1,371 | -66.0% | -$10.30万 | 减仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $5.30万 | 0.01% | 1,154 | -1,118 | -49.2% | -$5.13万 | 减仓 |
| TRN | TRINITY INDS INC | $5.29万 | 0.01% | 1,531 | 1,015 | 196.7% | $3.51万 | 加仓 |
| BLK | BLACKROCK INC | $5.29万 | 0.01% | 55 | 6 | 12.2% | $5,769 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $5.29万 | 0.01% | 876 | 112 | 14.7% | $6,760 | 加仓 |
| ACMR | ACM RESH INC | $5.28万 | 0.01% | 416 | -7 | -1.7% | -$888 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $5.27万 | 0.01% | 959 | 122 | 14.6% | $6,710 | 加仓 |
| PGR | PROGRESSIVE CORP | $5.26万 | 0.01% | 241 | 7 | 3.0% | $1,529 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $5.22万 | 0.01% | 621 | 306 | 97.1% | $2.57万 | 加仓 |
| COP | CONOCOPHILLIPS | $5.22万 | 0.01% | 502 | 44 | 9.6% | $4,574 | 加仓 |
| MAC | MACERICH CO | $5.19万 | 0.01% | 2,062 | 121 | 6.2% | $3,048 | 加仓 |
| ASYS | AMTECH SYS INC | $5.19万 | 0.01% | 2,250 | 2,250 | — | $5.19万 | 新建仓 |
| CGON | CG ONCOLOGY INC | $5.11万 | 0.01% | 719 | 135 | 23.1% | $9,592 | 加仓 |
| PLD | PROLOGIS INC. | $5.11万 | 0.01% | 377 | 2 | 0.5% | $271 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $5.11万 | 0.01% | 6,648 | -1,128 | -14.5% | -$8,663 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $5.08万 | 0.01% | 350 | 32 | 10.1% | $4,640 | 加仓 |
| MO | ALTRIA GROUP INC | $5.07万 | 0.01% | 704 | 31 | 4.6% | $2,230 | 加仓 |
| SYY | SYSCO CORP | $5.06万 | 0.01% | 606 | 52 | 9.4% | $4,346 | 加仓 |
| MYRG | MYR GROUP INC | $5.05万 | 0.01% | 101 | 51 | 102.0% | $2.55万 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $5.05万 | 0.01% | 1,291 | -4,085 | -76.0% | -$15.98万 | 重新持有 |
| CB | CHUBB LIMITED | $5.04万 | 0.01% | 148 | 8 | 5.7% | $2,726 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $5.04万 | 0.01% | 377 | 3 | 0.8% | $401 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.03万 | 0.01% | 344 | -993 | -74.3% | -$14.51万 | 减仓 |
| BA | BOEING CO | $5.02万 | 0.01% | 232 | -20 | -7.9% | -$4,329 | 减仓 |