AVITY INVESTMENT MANAGEMENT INC.
GREENWICH CT · SEC CIK 0000926834
$15.68亿2026Q2 申报市值
118持仓数
41.4%前十大占比 · 第一大 6.0%
9 / 6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
AMD 新建仓+$2,494.25万
ORCL 加仓+$1,861.73万
ETN 加仓+$1,072.33万
MELI 加仓+$503.62万
CARR 加仓+$361.32万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$2,649.22万
AAPL 减仓-$1,497.21万
ACN 减仓-$945.18万
BSX 清仓-$698.92万
PANW 减仓-$574.48万
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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $2,758.85万 | 1.76% | 76,186 | 3,807 | 5.3% | $137.86万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,080.70万 | 1.96% | 185,853 | 410 | 0.2% | $6.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,144.17万 | 2.00% | 96,055 | -1,045 | -1.1% | -$34.21万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,171.75万 | 2.02% | 63,263 | 6,537 | 11.5% | $327.74万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3,231.54万 | 2.06% | 352,480 | 5,743 | 1.7% | $52.65万 | 加仓 |
| ECL | ECOLAB INC | $3,292.08万 | 2.10% | 118,161 | -17,248 | -12.7% | -$480.55万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3,511.04万 | 2.24% | 210,658 | 4,467 | 2.2% | $74.45万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3,934.11万 | 2.51% | 181,630 | -3,270 | -1.8% | -$70.83万 | 减仓 |
| RTX | RTX CORPORATION | $4,344.40万 | 2.77% | 228,978 | -20,486 | -8.2% | -$388.68万 | 减仓 |
| ETN | EATON CORP PLC | $4,360.49万 | 2.78% | 102,330 | 25,165 | 32.6% | $1,072.33万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4,393.55万 | 2.80% | 500,576 | 26,848 | 5.7% | $235.64万 | 加仓 |
| V | VISA INC | $4,508.27万 | 2.87% | 131,402 | -234 | -0.2% | -$8.03万 | 减仓 |
| TJX | TJX COS INC NEW | $4,585.24万 | 2.92% | 302,656 | 2,852 | 1.0% | $43.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,711.67万 | 3.00% | 126,311 | -62 | -0.0% | -$2.31万 | 减仓 |
| META | META PLATFORMS INC | $4,897.36万 | 3.12% | 86,942 | -590 | -0.7% | -$33.23万 | 减仓 |
| TXN | TEXAS INSTRS INC | $5,268.66万 | 3.36% | 176,759 | -17,869 | -9.2% | -$532.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,894.75万 | 3.76% | 294,605 | 1,259 | 0.4% | $25.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,948.63万 | 3.79% | 234,226 | -2,817 | -1.2% | -$71.54万 | 减仓 |
| AMZN | AMAZON COM INC | $6,231.48万 | 3.97% | 261,453 | -1,550 | -0.6% | -$36.94万 | 减仓 |
| GOOG | ALPHABET INC | $6,306.56万 | 4.02% | 178,489 | -5,908 | -3.2% | -$208.75万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $6,635.91万 | 4.23% | 194,590 | -16,846 | -8.0% | -$574.48万 | 减仓 |
| APH | AMPHENOL CORP | $6,775.89万 | 4.32% | 384,295 | -11,020 | -2.8% | -$194.30万 | 减仓 |
| AAPL | APPLE INC | $7,532.08万 | 4.80% | 260,301 | -51,742 | -16.6% | -$1,497.21万 | 减仓 |
| AMAT | APPLIED MATLS INC | $9,476.15万 | 6.04% | 131,067 | -36,642 | -21.8% | -$2,649.22万 | 减仓 |