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 |
|---|---|---|---|---|---|---|---|---|
| STZ | Constellation Brands Cl. A | $30.09万 | 0.18% | 2,163 | -195 | -8.3% | -$2.71万 | 减仓 |
| GS | Goldman Sachs | $30.04万 | 0.18% | 297 | -338 | -53.2% | -$34.18万 | 减仓 |
| — | Honeywell International Inc. | $29.76万 | 0.18% | 1,329 | -2,571 | -65.9% | -$57.56万 | 重新持有 |
| ORCL | Oracle Corporation | $29.72万 | 0.18% | 2,028 | -213 | -9.5% | -$3.12万 | 减仓 |
| HONA | Honeywell Aerospace Inc. | $29.36万 | 0.17% | 1,328 | 1,328 | — | $29.36万 | 新建仓 |
| IWN | iShares Russell 2000 Value Index | $29.31万 | 0.17% | 1,325 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Company | $29.13万 | 0.17% | 3,585 | -890 | -19.9% | -$7.23万 | 减仓 |
| XLF | Financial Select Sector SPDR ETF | $28.95万 | 0.17% | 5,400 | -170 | -3.1% | -$9,114 | 减仓 |
| PSX | Phillips 66 | $28.70万 | 0.17% | 1,698 | -1,007 | -37.2% | -$17.02万 | 减仓 |
| EFV | iShares MSCI EAFE Value Index | $28.04万 | 0.17% | 3,663 | 0 | 0.0% | — | 不变 |
| VSS | Vanguard FTSE All-World Ex-US Small Cap ETF | $27.77万 | 0.16% | 1,800 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp. | $27.51万 | 0.16% | 3,291 | -1,188 | -26.5% | -$9.93万 | 减仓 |
| AMZN | Amazon.com Inc | $27.19万 | 0.16% | 1,141 | 0 | 0.0% | — | 不变 |
| TT | Trane Technologies plc | $27.01万 | 0.16% | 550 | -83 | -13.1% | -$4.08万 | 减仓 |
| IWB | Ishares Russell 1000 ETF | $26.10万 | 0.15% | 637 | -75 | -10.5% | -$3.07万 | 减仓 |
| IWR | iShares Russell Mid-Cap Index | $25.36万 | 0.15% | 2,299 | 0 | 0.0% | — | 不变 |
| CNP | Centerpoint Energy | $24.83万 | 0.15% | 5,639 | -2,261 | -28.6% | -$9.96万 | 减仓 |
| VIS | Vanguard Industrial Sector ETF | $24.79万 | 0.15% | 688 | -225 | -24.6% | -$8.11万 | 减仓 |
| IYW | iShares U.S. Technology ETF | $24.21万 | 0.14% | 960 | 960 | — | $24.21万 | 新建仓 |
| CTVA | Corteva Inc. | $23.70万 | 0.14% | 2,799 | -898 | -24.3% | -$7.61万 | 减仓 |
| WTM | White Mountain Insurance Group Ltd. | $23.64万 | 0.14% | 114 | -110 | -49.1% | -$22.81万 | 减仓 |
| D | Dominion Energy Inc. | $23.61万 | 0.14% | 3,457 | -523 | -13.1% | -$3.57万 | 减仓 |
| IFF | International Flavors and Fragrances | $23.58万 | 0.14% | 2,977 | -200 | -6.3% | -$1.58万 | 减仓 |
| GD | General Dynamics Corp. | $23.24万 | 0.14% | 656 | -103 | -13.6% | -$3.65万 | 减仓 |
| NLR | Vaneck Uranium & Nuclear Energy ETF | $23.20万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| — | Labcorp Holdings Inc. | $22.26万 | 0.13% | 795 | -232 | -22.6% | -$6.50万 | 减仓 |
| DOW | Dow Inc. | $21.96万 | 0.13% | 8,027 | -1,343 | -14.3% | -$3.67万 | 减仓 |
| KMI | Kinder Morgan, Inc. | $21.76万 | 0.13% | 6,807 | -768 | -10.1% | -$2.46万 | 减仓 |
| VIG | Vanguard Dividend Appreciation ETF | $21.65万 | 0.13% | 915 | 0 | 0.0% | — | 重新持有 |
| SO | Southern Company | $21.13万 | 0.13% | 2,208 | -250 | -10.2% | -$2.39万 | 减仓 |
| — | Warner Bros. Discovery Inc. | $20.69万 | 0.12% | 7,759 | -1,759 | -18.5% | -$4.69万 | 减仓 |
| GT | Goodyear Tire & Rubber Co | $7.57万 | 0.04% | 11,476 | -4,134 | -26.5% | -$2.73万 | 减仓 |
| — | 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 |