# Portfolio run delta

- from_run: `20260418T043953_github-actions-overlay-us`
- to_run: `20260418T055952_github-actions-overlay-us`
- summary: AAPL 우선순위 변동; 자료 저하 COST, ETN

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

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

## newly_actionable
- none

## newly_invalidated
- none

## newly_degraded
- COST, ETN, FANG, GEV, GOOGL, LHX, LLY, LRCX, MU, NET, NVDA, ORCL, TSLA, TSM, VRT