# Portfolio run delta

- from_run: `20260418T022512_github-actions-overlay-us`
- to_run: `20260418T023415_github-actions-overlay-us`
- summary: LLY 우선순위 변동; 자료 저하 AAPL, COST

## priority_changes
- AAPL: 1 -> 10
- COST: 2 -> 11
- ETN: 3 -> 12
- FANG: 16 -> 13
- GEV: 4 -> 14
- GOOGL: 5 -> 15
- LHX: 6 -> 16
- LLY: 7 -> 1
- LRCX: 8 -> 2
- MU: 9 -> 3
- NET: 10 -> 4
- NVDA: 11 -> 5
- ORCL: 12 -> 6
- TSLA: 13 -> 7
- TSM: 14 -> 8
- VRT: 15 -> 9

## state_changes
- AAPL: WAIT -> DEGRADED
- COST: WAIT -> DEGRADED
- ETN: WAIT -> DEGRADED
- GEV: WAIT -> DEGRADED
- GOOGL: WAIT -> DEGRADED
- LHX: WAIT -> DEGRADED

## newly_actionable
- none

## newly_invalidated
- none

## newly_degraded
- AAPL, COST, ETN, GEV, GOOGL, LHX