13FBOX
Kemnay Advisory Services Inc. · 13F 持仓分析
期权收益计算器 机构排行

Kemnay Advisory Services Inc.

No.3210 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.91亿
环比变动 Q1 2026
+$1.69亿+27.2%
持仓股票数
1169
新买入
195
加仓
590
减仓
372
清仓
216
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VORNADO RLTY TRVNO
28.97%24.37%$2.29亿583.4万股$1.52亿583.4万股00.00%持仓不变
IiShares安硕EWJ
13.43%15.46%$1.06亿114.0万股$9,622.9万114.0万股00.00%持仓不变
台积电TSM
6.52%5.76%$5,161.4万10.8万股$3,585.1万10.6万股+1,994股+1.88%加仓
COINBASE GLOBALCOIN
5.45%8.28%$4,314.4万29.5万股$5,154.3万29.5万股-66股-0.02%减仓
VisaV
3.52%2.77%$2,788.0万8.1万股$1,721.6万5.7万股+2.4万股+42.67%加仓
伯克希尔哈撒韦BRK.B
3.52%2.84%$2,786.7万5.6万股$1,766.7万3.7万股+1.9万股+51.06%加仓
万事达MA
3.48%0.02%$2,750.9万5.4万股$13.0万261股+5.3万股+20,421.46%加仓
苹果AAPL
3.46%2.96%$2,739.4万9.5万股$1,840.9万7.3万股+2.2万股+30.52%加仓
英伟达NVDA
3.23%2.88%$2,556.0万12.8万股$1,790.3万10.3万股+2.5万股+24.44%加仓
Meta平台META
3.16%2.66%$2,502.4万4.4万股$1,653.4万2.9万股+1.6万股+53.73%加仓
亚马逊AMZN
3.12%3.04%$2,468.1万10.4万股$1,890.4万9.1万股+1.3万股+14.09%加仓
微软MSFT
3.11%2.82%$2,460.8万6.6万股$1,752.6万4.7万股+1.9万股+39.34%加仓
AAlphabet Inc Class CGOOG
3.05%2.8%$2,417.7万6.8万股$1,743.0万6.1万股+7,667股+12.62%加仓
T赛默飞世尔TMO
2.4%2.97%$1,902.9万3.8万股$1,848.0万3.8万股+359股+0.95%加仓
MERCADOLIBRE COMMELI
1.81%1.81%$1,436.5万8,463股$1,128.5万6,527股+1,936股+29.66%加仓
富达·NATL INFORMATION SVCS COMFIS
1.41%1.77%$1,115.8万28.7万股$1,104.5万23.5万股+5.2万股+21.88%加仓
DANAHER DEL COMDHR
1.31%1.39%$1,035.9万5.4万股$863.6万4.6万股+8,832股+19.39%加仓
GGUIDEWIRE SOFTWAREGWRE
1.04%<0.01%$820.4万6.7万股$2.4万162股+6.7万股+41,055.56%加仓
SSOMNIGROUP INTERNATIONAL COMSGI
0.86%1.01%$677.6万8.6万股$631.2万8.5万股+1,029股+1.20%加仓
AMER SPORTS INC COM SHSAS
0.46%<0.01%$360.2万10.6万股$2.3万712股+10.6万股+14,850.42%加仓
OOFFERPAD SOLUTIONS INC COM CL AOPAD
0.12%0.15%$96.7万19.6万股$90.4万138.0万股-118.4万股-85.81%减仓
谷歌AGOOGL
0.09%0.08%$69.8万1,954股$50.3万1,748股+206股+11.78%加仓
博通AVGO
0.08%0.07%$59.6万1,578股$43.5万1,404股+174股+12.39%加仓
特斯拉TSLA
0.06%0.06%$47.5万1,129股$37.5万1,008股+121股+12.00%加仓
美光科技MU
0.06%0.02%$44.0万381股$13.1万387股-6股-1.55%减仓
礼来LLY
0.05%0.04%$36.3万303股$26.9万292股+11股+3.77%加仓
AMD超威AMD
0.04%0.02%$31.9万549股$12.0万588股-39股-6.63%减仓
IiShares安硕·RUSSELLIWB
0.04%0.04%$30.4万743股$23.2万650股+93股+14.31%加仓
IiShares安硕·RUSSELLIWM
0.04%0.04%$30.4万1,011股$23.7万955股+56股+5.86%加仓
摩根大通JPM
0.04%0.04%$29.4万897股$25.0万851股+46股+5.41%加仓
FFIGMAFIG
0.03%0.05%$24.0万1.3万股$28.1万1.3万股00.00%持仓不变
IINDIVIOR PHARMACEUTICALSINDV
0.03%<0.01%$23.9万5,829股$3.0万977股+4,852股+496.62%加仓
BBRIGHTSPRING HEALTH SVCSBTSG
0.03%0.01%$23.7万3,401股$3.7万880股+2,521股+286.48%加仓
PPLEXUSPLXS
0.03%0.02%$23.0万766股$14.9万736股+30股+4.08%加仓
泛林集团LRCX
0.03%0.02%$22.2万512股$10.4万489股+23股+4.70%加仓
TJXTJX
0.03%0.04%$22.1万1,459股$22.8万1,426股+33股+2.31%加仓
西部数据WDC
0.03%0.01%$21.8万342股$5.0万183股+159股+86.89%加仓
BALCHEMBCPC
0.03%0.02%$21.3万1,259股$13.8万813股+446股+54.86%加仓
安费诺APH
0.03%0.01%$21.2万1,205股$7.1万560股+645股+115.18%加仓
威瑞森VZ
0.03%0.01%$20.9万4,940股$7.8万1,549股+3,391股+218.92%加仓
应用材料AMAT
0.03%0.02%$20.1万278股$9.4万276股+2股+0.72%加仓
埃克森美孚XOM
0.03%0.04%$20.1万1,469股$23.5万1,384股+85股+6.14%加仓
英特尔INTC
0.02%0.01%$19.4万1,386股$6.9万1,556股-170股-10.93%减仓
PPRIVIA HEALTHPRVA
0.02%0.02%$18.7万7,269股$14.0万6,808股+461股+6.77%加仓
AGILYSYSAGYS
0.02%<0.01%$18.6万1,776股$8,750123股+1,653股+1,343.90%加仓
DDIEBOLD NIXDORFDBD
0.02%0.02%$18.4万2,168股$13.7万1,812股+356股+19.65%加仓
IICHORICHR
0.02%<0.01%$18.4万1,637股$1.2万256股+1,381股+539.45%加仓
FEDERAL SIGNALFSS
0.02%0.01%$18.4万1,429股$5.5万506股+923股+182.41%加仓
沃尔玛WMT
0.02%0.03%$18.3万1,620股$19.0万1,526股+94股+6.16%加仓
艾伯维ABBV
0.02%0.02%$18.1万721股$14.7万677股+44股+6.50%加仓

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