13F 机构持仓

Athena Investment Management

ORINDA CA · SEC CIK 0001921093

2026Q22026Q1 更早 9 个季度 🔒
$1.93亿2026Q1 申报市值
153持仓数
41.9%前十大占比 · 第一大 17.4%
2 / 4新建仓 / 清仓
申报市值走势$1.69亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHX 17.4%
SCHF 4.8%
SCHA 4.5%
JPM 3.7%
MSFT 2.7%
AAPL 2.2%
SCHG 2.0%
UnitedHealth G 1.7%
RTX 1.5%
VV 1.4%

2026Q1 买入最多 按季末市值估算

VEA 加仓+$46.37万
VV 加仓+$43.99万
EFV 新建仓+$27.23万
WMT 加仓+$21.24万
VTI 新建仓+$20.44万

2026Q1 卖出最多 按季末市值估算

MCK 清仓-$37.49万
PEP 减仓-$31.00万
KMPR 清仓-$25.58万
ETN 清仓-$22.10万
GPN 清仓-$20.91万

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
MCK McKesson Corporation $00.00%0 -457-100.0% -$37.49万 清仓
KMPR Kemper Corporation $00.00%0 -6,310-100.0% -$25.58万 清仓
ETN Eaton Corp. $00.00%0 -694-100.0% -$22.10万 清仓
GPN Global Payments Inc. $00.00%0 -2,702-100.0% -$20.91万 清仓
VIG Vanguard Dividend Appreciation ETF $00.00%0 —— — 申报中断
GT Goodyear Tire & Rubber Co $10.35万0.05%15,610 00.0% — 不变
IWP IShares Russell Mid-Cap Growth ETF $20.37万0.11%1,590 00.0% — 不变
VTI Vanguard Total Stock Market ETF $20.44万0.11%637 637— $20.44万 新建仓
UNP Union Pacific Corp. $21.18万0.11%873 -4-0.5% -$970 减仓
GEHC GE Healthcare Technologies Inc. $21.49万0.11%3,019 00.0% — 不变
PCG PG&E Corp $21.63万0.11%12,310 00.0% — 不变
CAH Cardinal Health Inc. $21.66万0.11%1,025 -135-11.6% -$2.85万 减仓
OXY Occidental Petroleum $21.92万0.11%3,373 -2,037-37.7% -$13.24万 减仓
IWR iShares Russell Mid-Cap Index $22.36万0.12%2,299 00.0% — 不变
ACN Accenture Ltd. $22.68万0.12%1,144 00.0% — 不变
IFF International Flavors and Fragrances $23.05万0.12%3,177 00.0% — 不变
SO Southern Company $23.72万0.12%2,458 00.0% — 不变
AMZN Amazon.com Inc $23.76万0.12%1,141 00.0% — 不变
HXL Hexcel Corp. $24.21万0.13%2,992 -217-6.8% -$1.76万 减仓
GILD Gilead Sciences, Inc. $24.38万0.13%1,749 00.0% — 不变
D Dominion Energy Inc. $24.60万0.13%3,980 00.0% — 不变
BNY Bank of New York Mellon Corp. $24.91万0.13%2,100 00.0% — 不变
IWN iShares Russell 2000 Value Index $25.12万0.13%1,325 00.0% — 不变
KMI Kinder Morgan, Inc. $25.40万0.13%7,575 -929-10.9% -$3.11万 减仓
IWB Ishares Russell 1000 ETF $25.40万0.13%712 00.0% — 不变
GD General Dynamics Corp. $26.05万0.14%759 00.0% — 不变
— Warner Bros. Discovery Inc. $26.14万0.14%9,518 00.0% — 不变
VLO Valero Energy Corp. $26.14万0.14%1,058 -262-19.8% -$6.47万 重新持有
VSS Vanguard FTSE All-World Ex-US Small Cap ETF $26.24万0.14%1,800 00.0% — 不变
CMCSA Comcast Corporation Class A $26.35万0.14%9,179 00.0% — 不变
TT Trane Technologies plc $26.38万0.14%633 00.0% — 不变
NLR Vaneck Uranium & Nuclear Energy ETF $26.64万0.14%2,000 00.0% — 不变
LOW Lowes Co Inc $26.90万0.14%1,138 00.0% — 不变
EFV iShares MSCI EAFE Value Index $27.23万0.14%3,663 3,663— $27.23万 新建仓
— Labcorp Holdings Inc. $27.40万0.14%1,027 00.0% — 不变
XLF Financial Select Sector SPDR ETF $27.50万0.14%5,570 00.0% — 不变
IYG iShares U.S. Financial Services ETF $27.71万0.14%3,345 00.0% — 不变
AVY Avery Dennison Corp $28.46万0.15%1,648 00.0% — 不变
VIS Vanguard Industrial Sector ETF $28.51万0.15%913 00.0% — 不变
MS Morgan Stanley $29.67万0.15%1,803 00.0% — 不变
CTVA Corteva Inc. $30.95万0.16%3,697 00.0% — 不变
ALL Allstate Corporation $31.56万0.16%1,522 00.0% — 不变
SYY Sysco Corp. $31.95万0.17%4,479 00.0% — 不变
A Agilent Technologies $32.84万0.17%2,881 00.0% — 不变
ORCL Oracle Corporation $32.97万0.17%2,241 00.0% — 不变
APD Air Products & Chemicals $33.55万0.17%1,155 -4-0.3% -$1,162 减仓
SYK Stryker Corp. $33.81万0.18%1,029 00.0% — 不变
KO Coca-Cola Company $34.03万0.18%4,475 00.0% — 不变
CNP Centerpoint Energy $34.10万0.18%7,900 00.0% — 不变
ADP Automatic Data Processing $34.87万0.18%1,716 00.0% — 不变
STZ Constellation Brands Cl. A $35.37万0.18%2,358 00.0% — 不变
TJX TJX Companies $35.57万0.18%2,227 -203-8.4% -$3.24万 减仓
CARR Carrier Global Corp. $37.52万0.19%6,664 00.0% — 不变
SYF Synchrony Financial $38.15万0.20%5,608 1,80047.3% $12.24万 加仓
— Liberty Formula One Group $38.81万0.20%4,970 00.0% — 不变
EMXC iShares MSCI Emerging Markets ex-China $38.86万0.20%4,940 00.0% — 不变
DOW Dow Inc. $39.03万0.20%9,370 00.0% — 不变
TRV Travelers Companies $39.44万0.20%1,352 -183-11.9% -$5.34万 减仓
IYH iShares U.S. Healthcare ETF $40.35万0.21%6,546 00.0% — 不变
VBR Vanguard Small Cap Value ETF $43.42万0.23%1,998 00.0% — 不变
VBK Vanguard Small-Cap Growth ETF $43.83万0.23%1,450 -140-8.8% -$4.23万 减仓
CVS CVS Health Corp. $46.53万0.24%6,479 00.0% — 不变
EFX Equifax Inc. $46.96万0.24%2,608 00.0% — 不变
— Medtronic Inc $47.29万0.25%5,458 00.0% — 不变
CEG Constellation Energy Corp. $48.28万0.25%1,729 00.0% — 不变
WTM White Mountain Insurance Group Ltd. $49.21万0.26%224 -5-2.2% -$1.10万 减仓
PSX Phillips 66 $49.28万0.26%2,705 -456-14.4% -$8.31万 减仓
DIA SPDR Dow Jones Industrial Avg. ETF $49.94万0.26%1,078 00.0% — 不变
MSI Motorola Solutions Inc. $50.90万0.26%1,173 00.0% — 不变
EFG iShares MSCI EAFE Growth Index $51.44万0.27%4,619 00.0% — 不变
VWO Vanguard FTSE Emerging Markets ETF $51.96万0.27%9,614 7939.0% $4.29万 加仓
NEE NextEra Energy $53.06万0.28%5,713 00.0% — 不变
IWO iShares Russell 2000 Growth Index $53.16万0.28%1,694 00.0% — 不变
GOOG Alphabet Inc. Cl. C $53.24万0.28%1,856 00.0% — 不变
GS Goldman Sachs $53.72万0.28%635 -43-6.3% -$3.64万 减仓
DIS Disney (Walt) Co $56.54万0.29%5,866 1552.7% $1.49万 加仓
AXP American Express Company $56.59万0.29%1,871 -108-5.5% -$3.27万 减仓
KEYS Keysight Technologies $57.29万0.30%2,029 -7-0.3% -$1,977 减仓
SCZ iShares MSCI EAFE Small Cap Index $57.87万0.30%7,380 -260-3.4% -$2.04万 减仓
IJH iShares Core S&P Mid-Cap ETF $63.39万0.33%9,388 -69-0.7% -$4,659 减仓
ITW Illinois Tool Works $63.85万0.33%2,453 -634-20.5% -$16.50万 减仓
COP ConocoPhillips $64.34万0.33%4,874 -70-1.4% -$9,240 减仓
SPY SPDR S&P 500 ETF $65.34万0.34%1,005 00.0% — 不变
GEV GE Vernova Inc $65.55万0.34%751 -181-19.4% -$15.80万 减仓
VXUS Vanguard Total International Stock ETF $69.54万0.36%9,018 1,11614.1% $8.61万 加仓
TXN Texas Instruments, Inc. $70.73万0.37%3,643 00.0% — 不变
DE Deere & Co. $70.86万0.37%1,258 -39-3.0% -$2.20万 减仓
RS Reliance Inc. $71.24万0.37%2,344 -80-3.3% -$2.43万 减仓
BA Boeing Co $71.77万0.37%3,606 00.0% — 不变
ADI Analog Devices $72.09万0.37%2,266 00.0% — 不变
QCOM QUALCOMM Inc. $72.25万0.37%5,610 00.0% — 不变
SCHW Charles Schwab Corp. $72.44万0.38%7,708 00.0% — 不变
XLY Consumer Discretionery SPDR ETF $73.02万0.38%6,700 00.0% — 不变
APH Amphenol Corp $76.10万0.39%6,023 00.0% — 不变
VHT Vanguard Health Care Sector ETF $76.33万0.40%2,803 -1-0.0% -$272 减仓
WFC Wells Fargo $76.70万0.40%9,635 00.0% — 不变
NVDA NVIDIA Corp. $79.52万0.41%4,559 00.0% — 不变
HPQ HP Inc. $80.88万0.42%42,105 00.0% — 不变
MPC Marathon Petroleum Corp. $84.49万0.44%3,460 -471-12.0% -$11.50万 减仓
QQQ Invesco QQQ Trust $86.07万0.45%1,491 00.0% — 不变