Athena Investment Management
ORINDA CA · SEC CIK 0001921093
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | Honeywell International Inc. | $88.08万 | 0.46% | 3,897 | -3 | -0.1% | -$678 | 减仓 |
| CAT | Caterpillar Inc | $91.18万 | 0.47% | 1,287 | -179 | -12.2% | -$12.68万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $91.67万 | 0.48% | 15,115 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co. | $92.12万 | 0.48% | 6,378 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $93.78万 | 0.49% | 3,581 | 663 | 22.7% | $17.36万 | 加仓 |
| VO | Vanguard Mid-Cap ETF | $94.62万 | 0.49% | 3,295 | 207 | 6.7% | $5.94万 | 加仓 |
| KMB | Kimberly-Clark Corp | $96.65万 | 0.50% | 10,019 | 0 | 0.0% | — | 不变 |
| VTRS | Viatris Inc. | $97.45万 | 0.51% | 72,134 | 8,250 | 12.9% | $11.15万 | 加仓 |
| ADM | Archer-Daniels-Midland Co | $99.37万 | 0.52% | 13,670 | -844 | -5.8% | -$6.14万 | 减仓 |
| NSC | Norfolk Southern Corp | $101.68万 | 0.53% | 3,543 | 0 | 0.0% | — | 不变 |
| HPE | Hewlett Packard Enterprises | $103.41万 | 0.54% | 43,432 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials | $103.50万 | 0.54% | 3,028 | -161 | -5.0% | -$5.50万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $104.01万 | 0.54% | 8,369 | 1,709 | 25.7% | $21.24万 | 加仓 |
| LHX | L3Harris Technologies Inc. | $104.79万 | 0.54% | 3,036 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Company Inc | $105.58万 | 0.55% | 8,777 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $107.77万 | 0.56% | 10,497 | 0 | 0.0% | — | 不变 |
| SCHV | Schwab U.S. Large-Cap Value ETF | $117.46万 | 0.61% | 38,510 | 0 | 0.0% | — | 不变 |
| LLY | Lilly (Eli) & C. | $117.82万 | 0.61% | 1,281 | 0 | 0.0% | — | 不变 |
| XLK | Technology Select Sector SPDR ETF | $119.88万 | 0.62% | 9,020 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Cl. B | $121.14万 | 0.63% | 2,528 | -21 | -0.8% | -$1.01万 | 减仓 |
| MCD | McDonalds Corp | $123.69万 | 0.64% | 3,980 | 0 | 0.0% | — | 不变 |
| — | AT&T Inc. | $128.63万 | 0.67% | 44,371 | -1,075 | -2.4% | -$3.12万 | 减仓 |
| CSCO | Cisco Systems Inc. | $128.94万 | 0.67% | 16,618 | -193 | -1.1% | -$1.50万 | 减仓 |
| VZ | Verizon Communications | $133.91万 | 0.69% | 26,676 | -160 | -0.6% | -$8,032 | 减仓 |
| AMGN | Amgen Incorporated | $136.62万 | 0.71% | 3,883 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet Inc. Cl. A | $138.40万 | 0.72% | 4,813 | -14 | -0.3% | -$4,026 | 减仓 |
| — | Bank of America Corp | $143.42万 | 0.74% | 29,419 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc. | $146.86万 | 0.76% | 52,302 | 0 | 0.0% | — | 不变 |
| IVV | iShares S&P 500 Index | $150.70万 | 0.78% | 2,307 | 0 | 0.0% | — | 不变 |
| SCHE | Schwab Emerging Markets Equity ETF | $153.43万 | 0.80% | 46,564 | 90 | 0.2% | $2,966 | 加仓 |
| IBM | International Business Machines | $155.98万 | 0.81% | 6,435 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Developed Markets ETF | $165.83万 | 0.86% | 25,878 | 7,236 | 38.8% | $46.37万 | 加仓 |
| VUG | Vanguard Growth ETF | $167.85万 | 0.87% | 3,843 | 277 | 7.8% | $12.10万 | 加仓 |
| NOC | Northrop Grumman Corp | $184.14万 | 0.96% | 2,699 | 0 | 0.0% | — | 不变 |
| VDE | Vanguard Energy Sector ETF | $184.15万 | 0.96% | 10,642 | -66 | -0.6% | -$1.14万 | 减仓 |
| AFL | Aflac Inc | $190.36万 | 0.99% | 17,351 | -325 | -1.8% | -$3.57万 | 减仓 |
| HD | Home Depot | $196.73万 | 1.02% | 5,982 | -299 | -4.8% | -$9.83万 | 减仓 |
| INTC | Intel Corp | $197.99万 | 1.03% | 44,865 | -263 | -0.6% | -$1.16万 | 减仓 |
| JNJ | Johnson & Johnson | $199.95万 | 1.04% | 8,180 | -233 | -2.8% | -$5.70万 | 减仓 |
| EFA | IShares MSCI EAFE Index | $202.70万 | 1.05% | 20,869 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corporation | $206.95万 | 1.07% | 12,198 | -22 | -0.2% | -$3,733 | 减仓 |
| AVGO | Broadcom Inc. | $210.06万 | 1.09% | 6,787 | 436 | 6.9% | $13.49万 | 加仓 |
| CVX | Chevron Corporation | $215.24万 | 1.12% | 10,403 | -287 | -2.7% | -$5.94万 | 减仓 |
| PEP | Pepsico Inc. | $223.41万 | 1.16% | 14,387 | -1,996 | -12.2% | -$31.00万 | 减仓 |
| — | GE Aerospace | $236.64万 | 1.23% | 8,339 | -29 | -0.3% | -$8,229 | 减仓 |
| IWM | iShares Russell 2000 Index | $238.80万 | 1.24% | 9,629 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc. | $246.63万 | 1.28% | 11,340 | 0 | 0.0% | — | 不变 |
| SCHM | Schwab U.S. Mid-Cap ETF | $259.27万 | 1.34% | 83,744 | 785 | 0.9% | $2.43万 | 加仓 |
| VV | Vanguard Large Cap ETF | $270.85万 | 1.40% | 9,063 | 1,472 | 19.4% | $43.99万 | 加仓 |
| RTX | RTX Corp. | $294.38万 | 1.53% | 15,261 | -35 | -0.2% | -$6,752 | 减仓 |
| — | UnitedHealth Group Inc. | $334.27万 | 1.73% | 12,353 | 0 | 0.0% | — | 不变 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $376.76万 | 1.95% | 129,336 | 1,034 | 0.8% | $3.01万 | 加仓 |
| AAPL | Apple Inc. | $431.78万 | 2.24% | 17,013 | -8 | -0.0% | -$2,030 | 减仓 |
| MSFT | Microsoft Corp | $515.42万 | 2.67% | 13,924 | -23 | -0.2% | -$8,514 | 减仓 |
| JPM | JP Morgan Chase & Co. | $714.04万 | 3.70% | 24,274 | -4 | -0.0% | -$1,177 | 减仓 |
| SCHA | Schwab U.S. Small-Cap ETF | $867.88万 | 4.50% | 298,444 | -1,301 | -0.4% | -$3.78万 | 减仓 |
| SCHF | Schwab International Equity ETF | $927.16万 | 4.81% | 374,609 | 155 | 0.0% | $3,836 | 加仓 |
| SCHX | Schwab U.S. Large-Cap ETF | $3,350.69万 | 17.38% | 1,306,822 | 58 | 0.0% | $1,487 | 加仓 |