# Portfolio run delta

- from_run: `20260417T172101_github-actions-us`
- to_run: `20260418T003820_github-actions-overlay-us`
- summary: 직전 run 대비 핵심 변화 없음

## priority_changes
- none

## state_changes
- AAPL: DEGRADED -> WAIT
- COST: DEGRADED -> WAIT
- ETN: DEGRADED -> WAIT
- FANG: DEGRADED -> WAIT
- GEV: DEGRADED -> WAIT
- GOOGL: DEGRADED -> WAIT
- LHX: DEGRADED -> WAIT
- LLY: DEGRADED -> WAIT
- LRCX: DEGRADED -> WAIT
- MU: DEGRADED -> WAIT
- NET: DEGRADED -> WAIT
- NVDA: DEGRADED -> WAIT
- ORCL: DEGRADED -> WAIT
- TSLA: DEGRADED -> WAIT
- TSM: DEGRADED -> WAIT
- VRT: DEGRADED -> WAIT

## newly_actionable
- none

## newly_invalidated
- none

## newly_degraded
- none