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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $34.16万 | 0.02% | 13,800 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $29.66万 | 0.02% | 454 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $27.46万 | 0.02% | 3,606 | 3,606 | — | $27.46万 | 新建仓 |
| DE | DEERE & CO | $26.81万 | 0.02% | 476 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $26.34万 | 0.02% | 3,395 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.96万 | 0.02% | 665 | 65 | 10.8% | $2.54万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $25.61万 | 0.02% | 2,725 | 425 | 18.5% | $3.99万 | 加仓 |
| TSLA | TESLA INC | $21.60万 | 0.02% | 581 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $21.22万 | 0.02% | 10,928 | -327 | -2.9% | -$6,350 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.12万 | 0.02% | 625 | 625 | — | $21.12万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.93万 | 0.02% | 6,538 | -58 | -0.9% | -$1,857 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.26万 | 0.01% | 997 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $16.95万 | 0.01% | 23,900 | 10,200 | 74.5% | $7.23万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $15.65万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -876 | -100.0% | -$22.21万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -910 | -100.0% | -$22.10万 | 清仓 |