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 |
|---|---|---|---|---|---|---|---|---|
| TRV | Travelers Companies | $39.44万 | 0.20% | 1,352 | -183 | -11.9% | -$5.34万 | 减仓 |
| DOW | Dow Inc. | $39.03万 | 0.20% | 9,370 | 0 | 0.0% | — | 不变 |
| EMXC | iShares MSCI Emerging Markets ex-China | $38.86万 | 0.20% | 4,940 | 0 | 0.0% | — | 不变 |
| — | Liberty Formula One Group | $38.81万 | 0.20% | 4,970 | 0 | 0.0% | — | 不变 |
| SYF | Synchrony Financial | $38.15万 | 0.20% | 5,608 | 1,800 | 47.3% | $12.24万 | 加仓 |
| CARR | Carrier Global Corp. | $37.52万 | 0.19% | 6,664 | 0 | 0.0% | — | 不变 |
| TJX | TJX Companies | $35.57万 | 0.18% | 2,227 | -203 | -8.4% | -$3.24万 | 减仓 |
| STZ | Constellation Brands Cl. A | $35.37万 | 0.18% | 2,358 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing | $34.87万 | 0.18% | 1,716 | 0 | 0.0% | — | 不变 |
| CNP | Centerpoint Energy | $34.10万 | 0.18% | 7,900 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Company | $34.03万 | 0.18% | 4,475 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corp. | $33.81万 | 0.18% | 1,029 | 0 | 0.0% | — | 不变 |
| APD | Air Products & Chemicals | $33.55万 | 0.17% | 1,155 | -4 | -0.3% | -$1,162 | 减仓 |
| ORCL | Oracle Corporation | $32.97万 | 0.17% | 2,241 | 0 | 0.0% | — | 不变 |
| A | Agilent Technologies | $32.84万 | 0.17% | 2,881 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp. | $31.95万 | 0.17% | 4,479 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corporation | $31.56万 | 0.16% | 1,522 | 0 | 0.0% | — | 不变 |
| CTVA | Corteva Inc. | $30.95万 | 0.16% | 3,697 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $29.67万 | 0.15% | 1,803 | 0 | 0.0% | — | 不变 |
| VIS | Vanguard Industrial Sector ETF | $28.51万 | 0.15% | 913 | 0 | 0.0% | — | 不变 |
| AVY | Avery Dennison Corp | $28.46万 | 0.15% | 1,648 | 0 | 0.0% | — | 不变 |
| IYG | iShares U.S. Financial Services ETF | $27.71万 | 0.14% | 3,345 | 0 | 0.0% | — | 不变 |
| XLF | Financial Select Sector SPDR ETF | $27.50万 | 0.14% | 5,570 | 0 | 0.0% | — | 不变 |
| — | Labcorp Holdings Inc. | $27.40万 | 0.14% | 1,027 | 0 | 0.0% | — | 不变 |
| EFV | iShares MSCI EAFE Value Index | $27.23万 | 0.14% | 3,663 | 3,663 | — | $27.23万 | 新建仓 |
| LOW | Lowes Co Inc | $26.90万 | 0.14% | 1,138 | 0 | 0.0% | — | 不变 |
| NLR | Vaneck Uranium & Nuclear Energy ETF | $26.64万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| TT | Trane Technologies plc | $26.38万 | 0.14% | 633 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corporation Class A | $26.35万 | 0.14% | 9,179 | 0 | 0.0% | — | 不变 |
| VSS | Vanguard FTSE All-World Ex-US Small Cap ETF | $26.24万 | 0.14% | 1,800 | 0 | 0.0% | — | 不变 |
| VLO | Valero Energy Corp. | $26.14万 | 0.14% | 1,058 | -262 | -19.8% | -$6.47万 | 重新持有 |
| — | Warner Bros. Discovery Inc. | $26.14万 | 0.14% | 9,518 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp. | $26.05万 | 0.14% | 759 | 0 | 0.0% | — | 不变 |
| IWB | Ishares Russell 1000 ETF | $25.40万 | 0.13% | 712 | 0 | 0.0% | — | 不变 |
| KMI | Kinder Morgan, Inc. | $25.40万 | 0.13% | 7,575 | -929 | -10.9% | -$3.11万 | 减仓 |
| IWN | iShares Russell 2000 Value Index | $25.12万 | 0.13% | 1,325 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York Mellon Corp. | $24.91万 | 0.13% | 2,100 | 0 | 0.0% | — | 不变 |
| D | Dominion Energy Inc. | $24.60万 | 0.13% | 3,980 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences, Inc. | $24.38万 | 0.13% | 1,749 | 0 | 0.0% | — | 不变 |
| HXL | Hexcel Corp. | $24.21万 | 0.13% | 2,992 | -217 | -6.8% | -$1.76万 | 减仓 |
| AMZN | Amazon.com Inc | $23.76万 | 0.12% | 1,141 | 0 | 0.0% | — | 不变 |
| SO | Southern Company | $23.72万 | 0.12% | 2,458 | 0 | 0.0% | — | 不变 |
| IFF | International Flavors and Fragrances | $23.05万 | 0.12% | 3,177 | 0 | 0.0% | — | 不变 |
| ACN | Accenture Ltd. | $22.68万 | 0.12% | 1,144 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Mid-Cap Index | $22.36万 | 0.12% | 2,299 | 0 | 0.0% | — | 不变 |
| OXY | Occidental Petroleum | $21.92万 | 0.11% | 3,373 | -2,037 | -37.7% | -$13.24万 | 减仓 |
| CAH | Cardinal Health Inc. | $21.66万 | 0.11% | 1,025 | -135 | -11.6% | -$2.85万 | 减仓 |
| PCG | PG&E Corp | $21.63万 | 0.11% | 12,310 | 0 | 0.0% | — | 不变 |
| GEHC | GE Healthcare Technologies Inc. | $21.49万 | 0.11% | 3,019 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp. | $21.18万 | 0.11% | 873 | -4 | -0.5% | -$970 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $20.44万 | 0.11% | 637 | 637 | — | $20.44万 | 新建仓 |
| IWP | IShares Russell Mid-Cap Growth ETF | $20.37万 | 0.11% | 1,590 | 0 | 0.0% | — | 不变 |
| GT | Goodyear Tire & Rubber Co | $10.35万 | 0.05% | 15,610 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corporation | $0 | 0.00% | 0 | -457 | -100.0% | -$37.49万 | 清仓 |
| KMPR | Kemper Corporation | $0 | 0.00% | 0 | -6,310 | -100.0% | -$25.58万 | 清仓 |
| ETN | Eaton Corp. | $0 | 0.00% | 0 | -694 | -100.0% | -$22.10万 | 清仓 |
| GPN | Global Payments Inc. | $0 | 0.00% | 0 | -2,702 | -100.0% | -$20.91万 | 清仓 |
| VIG | Vanguard Dividend Appreciation ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |