CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Norwell MA · SEC CIK 0001365707
$5.66亿2026Q2 申报市值
391持仓数
25.4%前十大占比 · 第一大 4.2%
71 / 54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
ASML 加仓+$1,115.08万
APH 加仓+$968.84万
TEX 加仓+$953.63万
DY 加仓+$902.23万
ROK 加仓+$889.16万
2026Q2 卖出最多 按季末市值估算
BAC 减仓-$1,093.91万
COST 重新持有-$962.50万
AXP 减仓-$936.11万
COR 清仓-$908.68万
IBM 减仓-$884.21万
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 |
|---|---|---|---|---|---|---|---|---|
| COR | CENCORA INC | $0 | 0.00% | 0 | -28,926 | -100.0% | -$908.68万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -46,609 | -100.0% | -$788.34万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -36,721 | -100.0% | -$552.03万 | 清仓 |
| EWS | ISHARES INC | $0 | 0.00% | 0 | -40,512 | -100.0% | -$114.32万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -6,218 | -100.0% | -$107.26万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -4,852 | -100.0% | -$98.92万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -9,613 | -100.0% | -$92.71万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -16,476 | -100.0% | -$88.00万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -6,018 | -100.0% | -$87.44万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -4,276 | -100.0% | -$84.45万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -16,148 | -100.0% | -$84.39万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -11,691 | -100.0% | -$83.91万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -7,906 | -100.0% | -$80.29万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -5,338 | -100.0% | -$72.28万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -7,422 | -100.0% | -$64.65万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -5,311 | -100.0% | -$58.16万 | 清仓 |
| UAE | ISHARES TR | $0 | 0.00% | 0 | -27,915 | -100.0% | -$52.06万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS | $0 | 0.00% | 0 | -5,981 | -100.0% | -$30.92万 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -9,740 | -100.0% | -$29.01万 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | -8,183 | -100.0% | -$27.27万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,063 | -100.0% | -$25.88万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,754 | -100.0% | -$23.76万 | 清仓 |
| GPGI | GPGI INC | $0 | 0.00% | 0 | -12,106 | -100.0% | -$20.70万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -14,575 | -100.0% | -$20.23万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -1,574 | -100.0% | -$20.07万 | 清仓 |
| XMTR | XOMETRY INC | $0 | 0.00% | 0 | -4,730 | -100.0% | -$19.32万 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -1,205 | -100.0% | -$18.63万 | 清仓 |
| ATEC | ALPHATEC HLDGS INC | $0 | 0.00% | 0 | -17,023 | -100.0% | -$18.52万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -663 | -100.0% | -$18.24万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -2,021 | -100.0% | -$14.25万 | 清仓 |
| INOD | INNODATA INC | $0 | 0.00% | 0 | -3,439 | -100.0% | -$13.28万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -2,852 | -100.0% | -$10.12万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -1,397 | -100.0% | -$7.53万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -1,048 | -100.0% | -$7.49万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -1,067 | -100.0% | -$7.41万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -749 | -100.0% | -$6.56万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -379 | -100.0% | -$6.46万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -437 | -100.0% | -$6.33万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -101 | -100.0% | -$5.68万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -597 | -100.0% | -$5.49万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -120 | -100.0% | -$1.71万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -230 | -100.0% | -$1.45万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -969 | -100.0% | -$1.38万 | 清仓 |
| PRI | PRIMERICA INC | $0 | 0.00% | 0 | -55 | -100.0% | -$1.38万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -70 | -100.0% | -$1.16万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -23 | -100.0% | -$1.13万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -28 | -100.0% | -$9,201 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -83 | -100.0% | -$8,985 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$8,756 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -37 | -100.0% | -$6,773 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -42 | -100.0% | -$6,334 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -76 | -100.0% | -$5,896 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -95 | -100.0% | -$4,711 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -60 | -100.0% | -$2,523 | 清仓 |
| CRGY | CRESCENT ENERGY COMPANY | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| — | PROSHARES TR | $16 | 0.00% | 1 | 1 | — | $16 | 新建仓 |
| GME | GAMESTOP CORP | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| — | TPG MTG INVTS TR INC | $24 | 0.00% | 3 | 3 | — | $24 | 新建仓 |
| TEM | TEMPUS AI INC | $58 | 0.00% | 1 | 1 | — | $58 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $70 | 0.00% | 2 | 2 | — | $70 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $84 | 0.00% | 10 | 10 | — | $84 | 新建仓 |
| ENIC | ENEL CHILE SA | $90 | 0.00% | 20 | 20 | — | $90 | 新建仓 |
| — | TILRAY BRANDS INC | $99 | 0.00% | 22 | 22 | — | $99 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $136 | 0.00% | 1 | 1 | — | $136 | 新建仓 |
| JD | JD.COM INC | $204 | 0.00% | 8 | 8 | — | $204 | 新建仓 |
| VYX | NCR VOYIX CORPORATION | $245 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $263 | 0.00% | 5 | 5 | — | $263 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $264 | 0.00% | 6 | 6 | — | $264 | 新建仓 |
| CRWV | COREWEAVE INC | $299 | 0.00% | 3 | 3 | — | $299 | 新建仓 |
| GLOB | GLOBANT S A | $492 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $651 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $673 | 0.00% | 6 | 6 | — | $673 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $726 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $970 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $1,040 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,167 | 0.00% | 10 | -48,829 | -100.0% | -$569.83万 | 减仓 |
| NFLX | NETFLIX INC. | $1,428 | 0.00% | 20 | -111,360 | -100.0% | -$795.11万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $1,541 | 0.00% | 3 | -16,021 | -100.0% | -$822.95万 | 减仓 |
| ORCL | ORACLE CORP | $1,759 | 0.00% | 12 | -2,961 | -99.6% | -$43.40万 | 重新持有 |
| IWF | ISHARES TR | $1,987 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2,745 | 0.00% | 8 | -1,661 | -99.5% | -$56.99万 | 重新持有 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $3,057 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | PARAMOUNT GOLD NEV CORP | $4,710 | 0.00% | 4,132 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $5,633 | 0.00% | 10 | -13,832 | -99.9% | -$779.16万 | 减仓 |
| — | ORLA MNG LTD NEW | $6,099 | 0.00% | 623 | 623 | — | $6,099 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $6,411 | 0.00% | 29 | 29 | — | $6,411 | 新建仓 |
| HON | HONEYWELL INTL INC | $6,493 | 0.00% | 29 | 29 | — | $6,493 | 新建仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $6,760 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $7,965 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $8,989 | 0.00% | 227 | 227 | — | $8,989 | 新建仓 |
| SGDM | SPROTT ETF TRUST | $9,682 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $9,938 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.00万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.03万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.11万 | 0.00% | 60 | 60 | — | $1.11万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $1.14万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $1.21万 | 0.00% | 288 | 288 | — | $1.21万 | 新建仓 |
| DDS | DILLARDS INC | $1.22万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $1.22万 | 0.00% | 13 | -10,289 | -99.9% | -$962.50万 | 重新持有 |