AVITY INVESTMENT MANAGEMENT INC.
GREENWICH CT · SEC CIK 0000926834
$13.75亿2026Q1 申报市值
114持仓数
40.0%前十大占比 · 第一大 5.8%
9 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
C 加仓+$1,203.77万
IBM 加仓+$1,044.92万
BJ 新建仓+$810.41万
TMO 加仓+$642.53万
CL 加仓+$593.33万
2026Q1 卖出最多 按季末市值估算
APH 减仓-$1,211.56万
BRK/B 减仓-$1,033.87万
AMAT 减仓-$803.04万
NOW 减仓-$674.78万
BSX 减仓-$667.46万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $3,602.15万 | 2.62% | 135,409 | -5,075 | -3.6% | -$135.01万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3,612.95万 | 2.63% | 184,900 | -1,989 | -1.1% | -$38.87万 | 减仓 |
| TXN | TEXAS INSTRS INC | $3,778.51万 | 2.75% | 194,628 | 10,389 | 5.6% | $201.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,836.82万 | 2.79% | 185,443 | -4,022 | -2.1% | -$83.22万 | 减仓 |
| V | VISA INC | $3,978.57万 | 2.89% | 131,636 | -3,909 | -2.9% | -$118.15万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4,399.98万 | 3.20% | 473,728 | 2,273 | 0.5% | $21.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,677.96万 | 3.40% | 126,373 | 1,104 | 0.9% | $40.87万 | 加仓 |
| TJX | TJX COS INC NEW | $4,787.87万 | 3.48% | 299,804 | -4,415 | -1.5% | -$70.51万 | 减仓 |
| RTX | RTX CORPORATION | $4,812.16万 | 3.50% | 249,464 | -15,876 | -6.0% | -$306.25万 | 减仓 |
| APH | AMPHENOL CORP | $4,994.81万 | 3.63% | 395,315 | -95,889 | -19.5% | -$1,211.56万 | 减仓 |
| META | META PLATFORMS INC | $5,007.98万 | 3.64% | 87,532 | 60 | 0.1% | $3.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,115.95万 | 3.72% | 293,346 | -4,567 | -1.5% | -$79.65万 | 减仓 |
| GOOG | ALPHABET INC | $5,289.62万 | 3.85% | 184,397 | -5,886 | -3.1% | -$168.85万 | 减仓 |
| AMZN | AMAZON COM INC | $5,477.57万 | 3.98% | 263,003 | -1,989 | -0.8% | -$41.42万 | 减仓 |
| AMAT | APPLIED MATLS INC | $5,732.13万 | 4.17% | 167,709 | -23,495 | -12.3% | -$803.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,794.27万 | 4.22% | 237,043 | -10,077 | -4.1% | -$246.32万 | 减仓 |
| AAPL | APPLE INC | $7,919.35万 | 5.76% | 312,043 | -536 | -0.2% | -$13.60万 | 减仓 |