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 |
|---|---|---|---|---|---|---|---|---|
| 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 |