Neo Ivy Capital Management
NEW YORK NY · SEC CIK 0001727783
$4.34亿2026Q2 申报市值
345持仓数
11.3%前十大占比 · 第一大 1.4%
152 / 175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
VMC 新建仓+$622.18万
ADM 新建仓+$533.50万
ALKS 新建仓+$501.63万
UCTT 新建仓+$429.38万
SFNC 新建仓+$421.87万
2026Q2 卖出最多 按季末市值估算
TTMI 重新持有-$1,486.40万
CRDO 减仓-$957.92万
INTC 减仓-$734.38万
MU 减仓-$644.32万
KLAC 减仓-$599.47万
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 |
|---|---|---|---|---|---|---|---|---|
| VAC | MARRIOTT VACATIO | $0 | 0.00% | 0 | -1,980 | -100.0% | -$12.89万 | 清仓 |
| RSG | REPUBLIC SVCS | $0 | 0.00% | 0 | -578 | -100.0% | -$12.66万 | 清仓 |
| CF | CF INDUSTRIES HO | $0 | 0.00% | 0 | -837 | -100.0% | -$10.87万 | 清仓 |
| — | CHART INDUSTRIES | $0 | 0.00% | 0 | -433 | -100.0% | -$8.95万 | 清仓 |
| CRSP | CRISPR THERAPEUT | $0 | 0.00% | 0 | -1,725 | -100.0% | -$8.21万 | 清仓 |
| ANET | ARISTA NETWORKS | $0 | 0.00% | 0 | -663 | -100.0% | -$8.14万 | 清仓 |
| HAE | HAEMONETICS CORP | $0 | 0.00% | 0 | -1,276 | -100.0% | -$7.19万 | 清仓 |
| FHI | FEDERATED HERMES | $0 | 0.00% | 0 | -1,200 | -100.0% | -$6.81万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -507 | -100.0% | -$6.69万 | 清仓 |
| INTA | INTAPP INC | $0 | 0.00% | 0 | -2,583 | -100.0% | -$6.64万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -333 | -100.0% | -$4.29万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -389 | -100.0% | -$3.95万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -663 | -100.0% | -$3.25万 | 清仓 |
| FNF | FIDELITY NATIONA | $0 | 0.00% | 0 | -570 | -100.0% | -$2.64万 | 清仓 |
| SMG | SCOTTS MIRACLE | $0 | 0.00% | 0 | -383 | -100.0% | -$2.33万 | 清仓 |
| SIGI | SELECT INS GRP | $0 | 0.00% | 0 | -91 | -100.0% | -$6,860 | 清仓 |
| CHH | CHOICE HOTELS | $0 | 0.00% | 0 | -34 | -100.0% | -$3,509 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -13 | -100.0% | -$726 | 清仓 |
| SHOO | STEVEN MADDEN | $0 | 0.00% | 0 | -15 | -100.0% | -$508 | 清仓 |
| HASI | HA SUSTAINABLE I | $0 | 0.00% | 0 | -10 | -100.0% | -$367 | 清仓 |