Avity Investment Management Inc. 13F 持仓 · 2026年Q3
Avity Investment Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 15.97 亿美元。前几大持仓：AAPL（5.18%）、PANW（4.32%）、AMAT（4.23%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $82.6M | 5.18% | 248,138 | 减持 |
| 2 | PANW | PALO ALTO NETWORKS INC | $69.0M | 4.32% | 173,721 | 减持 |
| 3 | AMAT | APPLIED MATLS INC | $67.6M | 4.23% | 132,143 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $66.8M | 4.18% | 130,240 | 增持 |
| 5 | AMZN | AMAZON COM INC | $64.8M | 4.06% | 260,040 | 减持 |
| 6 | APH | AMPHENOL CORP | $64.3M | 4.03% | 762,835 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $64.3M | 4.03% | 281,538 | 减持 |
| 8 | JNJ | JOHNSON & JOHNSON | $61.2M | 3.83% | 231,063 | 减持 |
| 9 | GOOG | ALPHABET INC | $59.7M | 3.74% | 175,082 | 减持 |
| 10 | META | META PLATFORMS INC | $52.6M | 3.30% | 72,549 | 减持 |
| 11 | TXN | TEXAS INSTRS INC | $51.5M | 3.23% | 183,858 | 增持 |
| 12 | V | VISA INC | $47.3M | 2.96% | 131,689 | 增持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $44.7M | 2.80% | 73,065 | 增持 |
| 14 | TJX | TJX COS INC NEW | $43.5M | 2.72% | 328,576 | 增持 |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $42.9M | 2.69% | 63,581 | 增持 |
| 16 | MRSH | MARSH & MCLENNAN COS INC | $42.6M | 2.67% | 249,522 | 增持 |
| 17 | ETN | EATON CORP PLC | $42.4M | 2.65% | 98,622 | 减持 |
| 18 | RTX | RTX CORPORATION | $41.3M | 2.58% | 222,260 | 减持 |
| 19 | CVX | CHEVRON CORPORATION | $38.2M | 2.39% | 186,918 | 增持 |
| 20 | BDX | BECTON DICKINSON & CO | $37.5M | 2.35% | 209,385 | 增持 |
| 21 | NEE | NEXTERA ENERGY INC | $37.2M | 2.33% | 491,345 | 减持 |
| 22 | ODFL | OLD DOMINION FREIGHT LINE IN | $32.1M | 2.01% | 184,419 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $31.3M | 1.96% | 94,614 | 减持 |
| 24 | ECL | ECOLAB INC | $30.0M | 1.88% | 109,125 | 减持 |
| 25 | AMGN | AMGEN INC | $29.5M | 1.85% | 69,958 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR