Athena Investment Management
ORINDA CA · SEC CIK 0001921093
$1.69亿2026Q2 申报市值
132持仓数
43.9%前十大占比 · 第一大 17.1%
3 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$136.43万
HONA 新建仓+$29.36万
IYW 新建仓+$24.21万
VEA 加仓+$14.38万
XLK 加仓+$9.53万
2026Q2 卖出最多 按季末市值估算
SCHX 减仓-$962.23万
SCHF 减仓-$230.14万
Exxon Mobil Corp 清仓-$206.95万
INTC 减仓-$190.36万
AAPL 减仓-$182.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | Exxon Mobil Corporation | $0 | 0.00% | 0 | -12,198 | -100.0% | -$206.95万 | 清仓 |
| — | Honeywell International Inc. | $0 | 0.00% | 0 | -3,897 | -100.0% | -$88.08万 | 清仓 |
| QQQ | Invesco QQQ Trust | $0 | 0.00% | 0 | -1,491 | -100.0% | -$86.07万 | 清仓 |
| XLY | Consumer Discretionery SPDR ETF | $0 | 0.00% | 0 | -6,700 | -100.0% | -$73.02万 | 清仓 |
| TRV | Travelers Companies | $0 | 0.00% | 0 | -1,352 | -100.0% | -$39.44万 | 清仓 |
| — | Liberty Formula One Group | $0 | 0.00% | 0 | -4,970 | -100.0% | -$38.81万 | 清仓 |
| TJX | TJX Companies | $0 | 0.00% | 0 | -2,227 | -100.0% | -$35.57万 | 清仓 |
| ADP | Automatic Data Processing | $0 | 0.00% | 0 | -1,716 | -100.0% | -$34.87万 | 清仓 |
| SYK | Stryker Corp. | $0 | 0.00% | 0 | -1,029 | -100.0% | -$33.81万 | 清仓 |
| APD | Air Products & Chemicals | $0 | 0.00% | 0 | -1,155 | -100.0% | -$33.55万 | 清仓 |
| ALL | Allstate Corporation | $0 | 0.00% | 0 | -1,522 | -100.0% | -$31.56万 | 清仓 |
| AVY | Avery Dennison Corp | $0 | 0.00% | 0 | -1,648 | -100.0% | -$28.46万 | 清仓 |
| LOW | Lowes Co Inc | $0 | 0.00% | 0 | -1,138 | -100.0% | -$26.90万 | 清仓 |
| CMCSA | Comcast Corporation Class A | $0 | 0.00% | 0 | -9,179 | -100.0% | -$26.35万 | 清仓 |
| VLO | Valero Energy Corp. | $0 | 0.00% | 0 | -1,058 | -100.0% | -$26.14万 | 清仓 |
| BNY | Bank of New York Mellon Corp. | $0 | 0.00% | 0 | -2,100 | -100.0% | -$24.91万 | 清仓 |
| GILD | Gilead Sciences, Inc. | $0 | 0.00% | 0 | -1,749 | -100.0% | -$24.38万 | 清仓 |
| HXL | Hexcel Corp. | $0 | 0.00% | 0 | -2,992 | -100.0% | -$24.21万 | 清仓 |
| ACN | Accenture Ltd. | $0 | 0.00% | 0 | -1,144 | -100.0% | -$22.68万 | 清仓 |
| OXY | Occidental Petroleum | $0 | 0.00% | 0 | -3,373 | -100.0% | -$21.92万 | 清仓 |
| CAH | Cardinal Health Inc. | $0 | 0.00% | 0 | -1,025 | -100.0% | -$21.66万 | 清仓 |
| PCG | PG&E Corp | $0 | 0.00% | 0 | -12,310 | -100.0% | -$21.63万 | 清仓 |
| GEHC | GE Healthcare Technologies Inc. | $0 | 0.00% | 0 | -3,019 | -100.0% | -$21.49万 | 清仓 |
| UNP | Union Pacific Corp. | $0 | 0.00% | 0 | -873 | -100.0% | -$21.18万 | 清仓 |
| VTI | Vanguard Total Stock Market ETF | $0 | 0.00% | 0 | -637 | -100.0% | -$20.44万 | 清仓 |
| IWP | IShares Russell Mid-Cap Growth ETF | $0 | 0.00% | 0 | -1,590 | -100.0% | -$20.37万 | 清仓 |
| GT | Goodyear Tire & Rubber Co | $7.57万 | 0.04% | 11,476 | -4,134 | -26.5% | -$2.73万 | 减仓 |
| — | Warner Bros. Discovery Inc. | $20.69万 | 0.12% | 7,759 | -1,759 | -18.5% | -$4.69万 | 减仓 |
| SO | Southern Company | $21.13万 | 0.13% | 2,208 | -250 | -10.2% | -$2.39万 | 减仓 |
| VIG | Vanguard Dividend Appreciation ETF | $21.65万 | 0.13% | 915 | 0 | 0.0% | — | 重新持有 |
| KMI | Kinder Morgan, Inc. | $21.76万 | 0.13% | 6,807 | -768 | -10.1% | -$2.46万 | 减仓 |
| DOW | Dow Inc. | $21.96万 | 0.13% | 8,027 | -1,343 | -14.3% | -$3.67万 | 减仓 |
| — | Labcorp Holdings Inc. | $22.26万 | 0.13% | 795 | -232 | -22.6% | -$6.50万 | 减仓 |
| NLR | Vaneck Uranium & Nuclear Energy ETF | $23.20万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp. | $23.24万 | 0.14% | 656 | -103 | -13.6% | -$3.65万 | 减仓 |
| IFF | International Flavors and Fragrances | $23.58万 | 0.14% | 2,977 | -200 | -6.3% | -$1.58万 | 减仓 |
| D | Dominion Energy Inc. | $23.61万 | 0.14% | 3,457 | -523 | -13.1% | -$3.57万 | 减仓 |
| WTM | White Mountain Insurance Group Ltd. | $23.64万 | 0.14% | 114 | -110 | -49.1% | -$22.81万 | 减仓 |
| CTVA | Corteva Inc. | $23.70万 | 0.14% | 2,799 | -898 | -24.3% | -$7.61万 | 减仓 |
| IYW | iShares U.S. Technology ETF | $24.21万 | 0.14% | 960 | 960 | — | $24.21万 | 新建仓 |
| VIS | Vanguard Industrial Sector ETF | $24.79万 | 0.15% | 688 | -225 | -24.6% | -$8.11万 | 减仓 |
| CNP | Centerpoint Energy | $24.83万 | 0.15% | 5,639 | -2,261 | -28.6% | -$9.96万 | 减仓 |
| IWR | iShares Russell Mid-Cap Index | $25.36万 | 0.15% | 2,299 | 0 | 0.0% | — | 不变 |
| IWB | Ishares Russell 1000 ETF | $26.10万 | 0.15% | 637 | -75 | -10.5% | -$3.07万 | 减仓 |
| TT | Trane Technologies plc | $27.01万 | 0.16% | 550 | -83 | -13.1% | -$4.08万 | 减仓 |
| AMZN | Amazon.com Inc | $27.19万 | 0.16% | 1,141 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp. | $27.51万 | 0.16% | 3,291 | -1,188 | -26.5% | -$9.93万 | 减仓 |
| VSS | Vanguard FTSE All-World Ex-US Small Cap ETF | $27.77万 | 0.16% | 1,800 | 0 | 0.0% | — | 不变 |
| EFV | iShares MSCI EAFE Value Index | $28.04万 | 0.17% | 3,663 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $28.70万 | 0.17% | 1,698 | -1,007 | -37.2% | -$17.02万 | 减仓 |
| XLF | Financial Select Sector SPDR ETF | $28.95万 | 0.17% | 5,400 | -170 | -3.1% | -$9,114 | 减仓 |
| KO | Coca-Cola Company | $29.13万 | 0.17% | 3,585 | -890 | -19.9% | -$7.23万 | 减仓 |
| IWN | iShares Russell 2000 Value Index | $29.31万 | 0.17% | 1,325 | 0 | 0.0% | — | 不变 |
| HONA | Honeywell Aerospace Inc. | $29.36万 | 0.17% | 1,328 | 1,328 | — | $29.36万 | 新建仓 |
| ORCL | Oracle Corporation | $29.72万 | 0.18% | 2,028 | -213 | -9.5% | -$3.12万 | 减仓 |
| — | Honeywell International Inc. | $29.76万 | 0.18% | 1,329 | -2,571 | -65.9% | -$57.56万 | 重新持有 |
| GS | Goldman Sachs | $30.04万 | 0.18% | 297 | -338 | -53.2% | -$34.18万 | 减仓 |
| STZ | Constellation Brands Cl. A | $30.09万 | 0.18% | 2,163 | -195 | -8.3% | -$2.71万 | 减仓 |
| IYG | iShares U.S. Financial Services ETF | $30.26万 | 0.18% | 3,345 | 0 | 0.0% | — | 不变 |
| NEE | NextEra Energy | $31.07万 | 0.18% | 3,540 | -2,173 | -38.0% | -$19.07万 | 减仓 |
| AXP | American Express Company | $31.25万 | 0.19% | 924 | -947 | -50.6% | -$32.03万 | 减仓 |
| GOOG | Alphabet Inc. Cl. C | $33.85万 | 0.20% | 958 | -898 | -48.4% | -$31.73万 | 减仓 |
| MS | Morgan Stanley | $34.43万 | 0.20% | 1,647 | -156 | -8.7% | -$3.26万 | 减仓 |
| — | Medtronic Inc | $36.84万 | 0.22% | 4,709 | -749 | -13.7% | -$5.86万 | 减仓 |
| A | Agilent Technologies | $36.95万 | 0.22% | 2,782 | -99 | -3.4% | -$1.32万 | 减仓 |
| EFX | Equifax Inc. | $37.11万 | 0.22% | 2,338 | -270 | -10.4% | -$4.29万 | 减仓 |
| CARR | Carrier Global Corp. | $37.35万 | 0.22% | 5,092 | -1,572 | -23.6% | -$11.53万 | 减仓 |
| CEG | Constellation Energy Corp. | $38.08万 | 0.23% | 1,533 | -196 | -11.3% | -$4.87万 | 减仓 |
| SCHW | Charles Schwab Corp. | $39.21万 | 0.23% | 4,250 | -3,458 | -44.9% | -$31.91万 | 减仓 |
| COP | ConocoPhillips | $40.26万 | 0.24% | 3,873 | -1,001 | -20.5% | -$10.41万 | 减仓 |
| SYF | Synchrony Financial | $42.54万 | 0.25% | 5,594 | -14 | -0.2% | -$1,065 | 减仓 |
| IYH | iShares U.S. Healthcare ETF | $43.86万 | 0.26% | 6,546 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo | $45.20万 | 0.27% | 5,469 | -4,166 | -43.2% | -$34.43万 | 减仓 |
| VBK | Vanguard Small-Cap Growth ETF | $45.49万 | 0.27% | 1,244 | -206 | -14.2% | -$7.53万 | 减仓 |
| VBR | Vanguard Small Cap Value ETF | $46.13万 | 0.27% | 1,898 | -100 | -5.0% | -$2.43万 | 减仓 |
| MSI | Motorola Solutions Inc. | $46.35万 | 0.27% | 1,116 | -57 | -4.9% | -$2.37万 | 减仓 |
| CVS | CVS Health Corp. | $47.64万 | 0.28% | 4,605 | -1,874 | -28.9% | -$19.39万 | 减仓 |
| APH | Amphenol Corp | $47.80万 | 0.28% | 2,711 | -3,312 | -55.0% | -$58.40万 | 减仓 |
| DIS | Disney (Walt) Co | $48.20万 | 0.29% | 5,008 | -858 | -14.6% | -$8.26万 | 减仓 |
| ITW | Illinois Tool Works | $48.66万 | 0.29% | 1,799 | -654 | -26.7% | -$17.69万 | 减仓 |
| BA | Boeing Co | $50.00万 | 0.30% | 2,310 | -1,296 | -35.9% | -$28.05万 | 减仓 |
| EMXC | iShares MSCI Emerging Markets ex-China | $50.54万 | 0.30% | 4,940 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA Corp. | $50.75万 | 0.30% | 2,536 | -2,023 | -44.4% | -$40.48万 | 减仓 |
| RS | Reliance Inc. | $54.51万 | 0.32% | 1,459 | -885 | -37.8% | -$33.06万 | 减仓 |
| GEV | GE Vernova Inc | $56.04万 | 0.33% | 477 | -274 | -36.5% | -$32.19万 | 减仓 |
| DIA | SPDR Dow Jones Industrial Avg. ETF | $56.32万 | 0.33% | 1,078 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum Corp. | $57.42万 | 0.34% | 2,246 | -1,214 | -35.1% | -$31.04万 | 减仓 |
| EFG | iShares MSCI EAFE Growth Index | $57.47万 | 0.34% | 4,619 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard FTSE Emerging Markets ETF | $58.94万 | 0.35% | 9,874 | 260 | 2.7% | $1.55万 | 加仓 |
| DE | Deere & Co. | $59.63万 | 0.35% | 940 | -318 | -25.3% | -$20.17万 | 减仓 |
| SCZ | iShares MSCI EAFE Small Cap Index | $60.72万 | 0.36% | 7,380 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM Inc. | $62.02万 | 0.37% | 3,356 | -2,254 | -40.2% | -$41.65万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $63.09万 | 0.37% | 10,950 | -4,165 | -27.6% | -$24.00万 | 减仓 |
| MCD | McDonalds Corp | $63.50万 | 0.38% | 2,349 | -1,631 | -41.0% | -$44.09万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $64.76万 | 0.38% | 5,718 | -2,651 | -31.7% | -$30.02万 | 减仓 |
| IWO | iShares Russell 2000 Growth Index | $66.74万 | 0.40% | 1,694 | 0 | 0.0% | — | 不变 |
| HPQ | HP Inc. | $67.11万 | 0.40% | 30,589 | -11,516 | -27.4% | -$25.27万 | 减仓 |
| BRK/B | Berkshire Hathaway Cl. B | $67.55万 | 0.40% | 1,350 | -1,178 | -46.6% | -$58.95万 | 减仓 |
| LHX | L3Harris Technologies Inc. | $68.35万 | 0.41% | 2,352 | -684 | -22.5% | -$19.88万 | 减仓 |
| VXUS | Vanguard Total International Stock ETF | $70.76万 | 0.42% | 8,277 | -741 | -8.2% | -$6.33万 | 减仓 |