Catherine Avery Investment Management LLC
LONGBOAT KEY FL · SEC CIK 0002103454
$2.23亿2026Q1 申报市值
109持仓数
30.6%前十大占比 · 第一大 3.3%
1 / 23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
OMC 加仓+$614.68万
ES 新建仓+$381.04万
ORCL 加仓+$297.02万
BBY 加仓+$256.87万
IBM 加仓+$246.92万
2026Q1 卖出最多 按季末市值估算
BKR 减仓-$520.37万
RTX 减仓-$400.38万
JCI 减仓-$22.89万
STX 减仓-$20.33万
AAPL 减仓-$10.35万
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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $9.52万 | 0.04% | 282 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $9.60万 | 0.04% | 334 | -317 | -48.7% | -$9.12万 | 减仓 |
| EMR | EMERSON ELEC CO | $9.89万 | 0.04% | 755 | -14 | -1.8% | -$1,834 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.26万 | 0.05% | 770 | -54 | -6.6% | -$7,899 | 减仓 |
| ABT | ABBOTT LABORATORIES | $11.50万 | 0.05% | 1,120 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $12.97万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $15.12万 | 0.07% | 500 | -50 | -9.1% | -$1.51万 | 减仓 |
| WM | WASTE MGMT INC DEL | $16.09万 | 0.07% | 700 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $21.54万 | 0.10% | 1,235 | -177 | -12.5% | -$3.09万 | 减仓 |
| WMB | WILLIAMS COS INC | $24.75万 | 0.11% | 3,400 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $25.35万 | 0.11% | 2,925 | -135 | -4.4% | -$1.17万 | 减仓 |
| AAPL | APPLE INC | $27.92万 | 0.12% | 1,100 | -408 | -27.1% | -$10.35万 | 减仓 |
| SUSA | ISHARES TR | $32.93万 | 0.15% | 2,493 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $35.05万 | 0.16% | 1,434 | -113 | -7.3% | -$2.76万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $48.98万 | 0.22% | 1,686 | 440 | 35.3% | $12.78万 | 加仓 |
| MS | MORGAN STANLEY | $63.85万 | 0.29% | 3,880 | -309 | -7.4% | -$5.09万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $80.35万 | 0.36% | 13,161 | -85,237 | -86.6% | -$520.37万 | 减仓 |
| — | EXXON MOBIL CORP | $95.57万 | 0.43% | 5,633 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $115.90万 | 0.52% | 14,148 | -1,135 | -7.4% | -$9.30万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $116.18万 | 0.52% | 8,872 | -1,748 | -16.5% | -$22.89万 | 减仓 |
| CMI | CUMMINS INC | $124.12万 | 0.56% | 2,307 | -169 | -6.8% | -$9.09万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $144.99万 | 0.65% | 17,012 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $170.16万 | 0.76% | 8,821 | -20,755 | -70.2% | -$400.38万 | 减仓 |
| VLO | VALERO ENERGY CORP | $185.24万 | 0.83% | 7,497 | -289 | -3.7% | -$7.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $259.83万 | 1.16% | 7,019 | -113 | -1.6% | -$4.18万 | 减仓 |
| ES | EVERSOURCE ENERGY | $381.04万 | 1.71% | 55,000 | 55,000 | — | $381.04万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $494.60万 | 2.21% | 12,625 | -519 | -3.9% | -$20.33万 | 减仓 |
| LEN | LENNAR CORP | $508.04万 | 2.27% | 58,503 | 26,958 | 85.5% | $234.10万 | 加仓 |
| QCOM | QUALCOMM INC | $532.79万 | 2.38% | 41,372 | 16,347 | 65.3% | $210.52万 | 加仓 |
| PKG | PACKAGING CORP AMER | $535.28万 | 2.40% | 25,223 | 9,204 | 57.5% | $195.33万 | 加仓 |
| KEY | KEYCORP | $537.53万 | 2.41% | 268,094 | 77,035 | 40.3% | $154.46万 | 加仓 |
| TFC | TRUIST FINL CORP | $548.99万 | 2.46% | 119,423 | 36,417 | 43.9% | $167.41万 | 加仓 |
| HD | HOME DEPOT INC | $551.22万 | 2.47% | 16,760 | 7,058 | 72.7% | $232.13万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $556.03万 | 2.49% | 78,248 | 18,669 | 31.3% | $132.66万 | 加仓 |
| BAC | BANK AMERICA CORP | $558.18万 | 2.50% | 114,498 | 36,397 | 46.6% | $177.44万 | 加仓 |
| AMGN | AMGEN INC | $558.56万 | 2.50% | 15,875 | 3,336 | 26.6% | $117.38万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $559.48万 | 2.50% | 56,869 | 14,128 | 33.1% | $138.99万 | 加仓 |
| PSX | PHILLIPS 66 | $564.59万 | 2.53% | 30,991 | 7,775 | 33.5% | $141.64万 | 加仓 |
| PFE | PFIZER INC | $577.94万 | 2.59% | 205,820 | 53,343 | 35.0% | $149.79万 | 加仓 |
| MCD | MCDONALDS CORP | $596.60万 | 2.67% | 19,196 | 4,882 | 34.1% | $151.73万 | 加仓 |
| BBY | BEST BUY INC | $611.06万 | 2.73% | 95,181 | 40,011 | 72.5% | $256.87万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $611.13万 | 2.74% | 256,671 | 83,974 | 48.6% | $199.94万 | 加仓 |
| OMC | OMNICOM GROUP INC | $617.72万 | 2.76% | 82,023 | 81,620 | 20,253.1% | $614.68万 | 加仓 |
| ORCL | ORACLE CORP | $626.22万 | 2.80% | 42,568 | 20,190 | 90.2% | $297.02万 | 加仓 |
| AVGO | BROADCOM INC | $630.88万 | 2.82% | 20,383 | 4,803 | 30.8% | $148.66万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $633.80万 | 2.84% | 18,363 | 2,472 | 15.6% | $85.32万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $635.99万 | 2.85% | 104,863 | 12,024 | 13.0% | $72.93万 | 加仓 |
| MRK | MERCK & CO INC | $645.74万 | 2.89% | 53,682 | 8,550 | 18.9% | $102.85万 | 加仓 |
| TGT | TARGET CORP | $647.37万 | 2.90% | 53,413 | 7,231 | 15.7% | $87.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $655.48万 | 2.93% | 22,283 | 5,884 | 35.9% | $173.08万 | 加仓 |
| OKE | ONEOK INC NEW | $656.23万 | 2.94% | 72,600 | 15,036 | 26.1% | $135.91万 | 加仓 |
| KO | COCA COLA CO | $656.90万 | 2.94% | 86,378 | 19,077 | 28.3% | $145.08万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $664.16万 | 2.97% | 71,507 | 13,648 | 23.6% | $126.76万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $671.39万 | 3.00% | 114,221 | 8,013 | 7.5% | $47.10万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $678.42万 | 3.04% | 135,143 | 26,786 | 24.7% | $134.47万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $691.03万 | 3.09% | 28,509 | 10,187 | 55.6% | $246.92万 | 加仓 |
| CSCO | CISCO SYS INC | $703.87万 | 3.15% | 90,716 | 22,140 | 32.3% | $171.78万 | 加仓 |
| C | CITIGROUP INC | $722.63万 | 3.23% | 63,718 | 14,393 | 29.2% | $163.23万 | 加仓 |
| CVX | CHEVRON CORPORATION | $726.81万 | 3.25% | 35,128 | 4,131 | 13.3% | $85.47万 | 加仓 |