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 |
|---|---|---|---|---|---|---|---|---|
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $32.75万 | 0.02% | 5,117 | -325 | -6.0% | -$2.08万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $32.60万 | 0.02% | 710 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $31.95万 | 0.02% | 3,606 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $31.76万 | 0.02% | 18,378 | 7,450 | 68.2% | $12.87万 | 加仓 |
| SHEL | SHELL PLC | $30.93万 | 0.02% | 3,989 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $30.19万 | 0.02% | 476 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $26.75万 | 0.02% | 620 | -3,375 | -84.5% | -$145.62万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.07万 | 0.02% | 525 | -100 | -16.0% | -$4.78万 | 减仓 |
| TSLA | TESLA INC | $24.44万 | 0.02% | 581 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $24.09万 | 0.02% | 3,521 | 3,521 | — | $24.09万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $23.84万 | 0.02% | 2,345 | 2,345 | — | $23.84万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.33万 | 0.01% | 997 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $22.23万 | 0.01% | 6,538 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $21.69万 | 0.01% | 481 | 481 | — | $21.69万 | 新建仓 |
| IVW | ISHARES TR | $21.66万 | 0.01% | 1,575 | 1,575 | — | $21.66万 | 新建仓 |
| ALL | ALLSTATE CORP | $20.91万 | 0.01% | 879 | 879 | — | $20.91万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $17.73万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $9.41万 | 0.01% | 16,400 | -7,500 | -31.4% | -$4.30万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -111,381 | -100.0% | -$698.92万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -1,382 | -100.0% | -$49.14万 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $0 | 0.00% | 0 | -5,385 | -100.0% | -$43.74万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -4,445 | -100.0% | -$35.39万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -280 | -100.0% | -$35.31万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,725 | -100.0% | -$25.61万 | 清仓 |