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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $2,883.75万 | 17.10% | 979,866 | -326,956 | -25.0% | -$962.23万 | 减仓 |
| SCHA | Schwab U.S. Small-Cap ETF | $901.00万 | 5.34% | 249,377 | -49,067 | -16.4% | -$177.28万 | 减仓 |
| SCHF | Schwab International Equity ETF | $807.53万 | 4.79% | 291,526 | -83,083 | -22.2% | -$230.14万 | 减仓 |
| JPM | JP Morgan Chase & Co. | $621.27万 | 3.68% | 18,980 | -5,294 | -21.8% | -$173.29万 | 减仓 |
| INTC | Intel Corp | $436.09万 | 2.59% | 31,232 | -13,633 | -30.4% | -$190.36万 | 减仓 |
| — | UnitedHealth Group Inc. | $414.11万 | 2.46% | 9,963 | -2,390 | -19.3% | -$99.34万 | 减仓 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $402.99万 | 2.39% | 119,086 | -10,250 | -7.9% | -$34.69万 | 减仓 |
| MSFT | Microsoft Corp | $367.46万 | 2.18% | 9,851 | -4,073 | -29.3% | -$151.93万 | 减仓 |
| AAPL | Apple Inc. | $309.42万 | 1.83% | 10,693 | -6,320 | -37.1% | -$182.88万 | 减仓 |
| VV | Vanguard Large Cap ETF | $264.78万 | 1.57% | 7,699 | -1,364 | -15.1% | -$46.91万 | 减仓 |
| AVGO | Broadcom Inc. | $254.26万 | 1.51% | 6,731 | -56 | -0.8% | -$2.12万 | 减仓 |
| IWM | iShares Russell 2000 Index | $250.01万 | 1.48% | 8,321 | -1,308 | -13.6% | -$39.30万 | 减仓 |
| SCHM | Schwab U.S. Mid-Cap ETF | $247.03万 | 1.46% | 67,000 | -16,744 | -20.0% | -$61.74万 | 减仓 |
| RTX | RTX Corp. | $245.34万 | 1.45% | 12,931 | -2,330 | -15.3% | -$44.21万 | 减仓 |
| — | GE Aerospace | $229.36万 | 1.36% | 6,137 | -2,202 | -26.4% | -$82.30万 | 减仓 |
| ABBV | AbbVie Inc. | $228.06万 | 1.35% | 9,063 | -2,277 | -20.1% | -$57.30万 | 减仓 |
| VUG | Vanguard Growth ETF | $202.00万 | 1.20% | 23,450 | 392 | 1.7% | $3.38万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $198.76万 | 1.18% | 27,896 | 2,018 | 7.8% | $14.38万 | 加仓 |
| HD | Home Depot | $190.01万 | 1.13% | 5,388 | -594 | -9.9% | -$20.95万 | 减仓 |
| XLK | Technology Select Sector SPDR ETF | $181.38万 | 1.08% | 9,520 | 500 | 5.5% | $9.53万 | 加仓 |
| AFL | Aflac Inc | $173.66万 | 1.03% | 14,811 | -2,540 | -14.6% | -$29.78万 | 减仓 |
| EFA | IShares MSCI EAFE Index | $170.51万 | 1.01% | 16,414 | -4,455 | -21.3% | -$46.28万 | 减仓 |
| PEP | Pepsico Inc. | $164.06万 | 0.97% | 12,117 | -2,270 | -15.8% | -$30.73万 | 减仓 |
| IVV | iShares S&P 500 Index | $163.26万 | 0.97% | 2,180 | -127 | -5.5% | -$9.51万 | 减仓 |
| AMAT | Applied Materials | $161.66万 | 0.96% | 2,236 | -792 | -26.2% | -$57.26万 | 减仓 |
| IBM | International Business Machines | $156.38万 | 0.93% | 5,561 | -874 | -13.6% | -$24.58万 | 减仓 |
| CSCO | Cisco Systems Inc. | $148.59万 | 0.88% | 12,650 | -3,968 | -23.9% | -$46.61万 | 减仓 |
| CVX | Chevron Corporation | $145.69万 | 0.86% | 8,789 | -1,614 | -15.5% | -$26.75万 | 减仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $145.18万 | 0.86% | 40,038 | -6,526 | -14.0% | -$23.66万 | 减仓 |
| — | Bank of America Corp | $142.59万 | 0.85% | 25,025 | -4,394 | -14.9% | -$25.04万 | 减仓 |
| NOC | Northrop Grumman Corp | $137.46万 | 0.81% | 2,699 | 0 | 0.0% | — | 不变 |
| XOM | ExxonMobil Holdings Corp | $136.43万 | 0.81% | 9,979 | 9,979 | — | $136.43万 | 新建仓 |
| HPE | Hewlett Packard Enterprises | $134.55万 | 0.80% | 29,828 | -13,604 | -31.3% | -$61.37万 | 减仓 |
| SCHV | Schwab U.S. Large-Cap Value ETF | $133.84万 | 0.79% | 38,450 | -60 | -0.2% | -$2,089 | 减仓 |
| JNJ | Johnson & Johnson | $133.21万 | 0.79% | 5,245 | -2,935 | -35.9% | -$74.54万 | 减仓 |
| GOOGL | Alphabet Inc. Cl. A | $130.58万 | 0.77% | 3,654 | -1,159 | -24.1% | -$41.42万 | 减仓 |
| VDE | Vanguard Energy Sector ETF | $128.53万 | 0.76% | 8,561 | -2,081 | -19.6% | -$31.24万 | 减仓 |
| TXN | Texas Instruments, Inc. | $108.59万 | 0.64% | 3,643 | 0 | 0.0% | — | 不变 |
| VTRS | Viatris Inc. | $104.23万 | 0.62% | 65,637 | -6,497 | -9.0% | -$10.32万 | 减仓 |
| NSC | Norfolk Southern Corp | $102.97万 | 0.61% | 3,273 | -270 | -7.6% | -$8.49万 | 减仓 |
| LLY | Lilly (Eli) & C. | $99.67万 | 0.59% | 831 | -450 | -35.1% | -$53.97万 | 减仓 |
| PFE | Pfizer Inc. | $98.77万 | 0.59% | 41,018 | -11,284 | -21.6% | -$27.17万 | 减仓 |
| VO | Vanguard Mid-Cap ETF | $98.70万 | 0.59% | 12,250 | -930 | -7.1% | -$7.49万 | 减仓 |
| MRK | Merck & Company Inc | $97.64万 | 0.58% | 7,598 | -1,179 | -13.4% | -$15.15万 | 减仓 |
| CAT | Caterpillar Inc | $96.48万 | 0.57% | 906 | -381 | -29.6% | -$40.57万 | 减仓 |
| VB | Vanguard Small-Cap ETF | $92.56万 | 0.55% | 3,054 | -527 | -14.7% | -$15.97万 | 减仓 |
| VZ | Verizon Communications | $89.96万 | 0.53% | 21,246 | -5,430 | -20.4% | -$22.99万 | 减仓 |
| VHT | Vanguard Health Care Sector ETF | $81.27万 | 0.48% | 2,718 | -85 | -3.0% | -$2.54万 | 减仓 |
| ADM | Archer-Daniels-Midland Co | $81.17万 | 0.48% | 10,625 | -3,045 | -22.3% | -$23.26万 | 减仓 |
| AMGN | Amgen Incorporated | $80.97万 | 0.48% | 2,236 | -1,647 | -42.4% | -$59.64万 | 减仓 |
| PG | Procter & Gamble Co. | $80.59万 | 0.48% | 5,496 | -882 | -13.8% | -$12.93万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $75.03万 | 0.44% | 1,005 | 0 | 0.0% | — | 不变 |
| — | AT&T Inc. | $74.44万 | 0.44% | 35,962 | -8,409 | -19.0% | -$17.41万 | 减仓 |
| ABT | Abbott Laboratories | $74.11万 | 0.44% | 8,167 | -2,330 | -22.2% | -$21.14万 | 减仓 |
| KMB | Kimberly-Clark Corp | $73.78万 | 0.44% | 6,722 | -3,297 | -32.9% | -$36.19万 | 减仓 |
| ADI | Analog Devices | $72.05万 | 0.43% | 1,814 | -452 | -19.9% | -$17.95万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $71.85万 | 0.43% | 9,318 | -70 | -0.7% | -$5,397 | 减仓 |
| KEYS | Keysight Technologies | $70.92万 | 0.42% | 2,026 | -3 | -0.1% | -$1,050 | 减仓 |
| VXUS | Vanguard Total International Stock ETF | $70.76万 | 0.42% | 8,277 | -741 | -8.2% | -$6.33万 | 减仓 |
| LHX | L3Harris Technologies Inc. | $68.35万 | 0.41% | 2,352 | -684 | -22.5% | -$19.88万 | 减仓 |
| BRK/B | Berkshire Hathaway Cl. B | $67.55万 | 0.40% | 1,350 | -1,178 | -46.6% | -$58.95万 | 减仓 |
| HPQ | HP Inc. | $67.11万 | 0.40% | 30,589 | -11,516 | -27.4% | -$25.27万 | 减仓 |
| IWO | iShares Russell 2000 Growth Index | $66.74万 | 0.40% | 1,694 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Stores Inc | $64.76万 | 0.38% | 5,718 | -2,651 | -31.7% | -$30.02万 | 减仓 |
| MCD | McDonalds Corp | $63.50万 | 0.38% | 2,349 | -1,631 | -41.0% | -$44.09万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $63.09万 | 0.37% | 10,950 | -4,165 | -27.6% | -$24.00万 | 减仓 |
| QCOM | QUALCOMM Inc. | $62.02万 | 0.37% | 3,356 | -2,254 | -40.2% | -$41.65万 | 减仓 |
| SCZ | iShares MSCI EAFE Small Cap Index | $60.72万 | 0.36% | 7,380 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co. | $59.63万 | 0.35% | 940 | -318 | -25.3% | -$20.17万 | 减仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $58.94万 | 0.35% | 9,874 | 260 | 2.7% | $1.55万 | 加仓 |
| EFG | iShares MSCI EAFE Growth Index | $57.47万 | 0.34% | 4,619 | 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 |
| DIA | SPDR Dow Jones Industrial Avg. ETF | $56.32万 | 0.33% | 1,078 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Inc | $56.04万 | 0.33% | 477 | -274 | -36.5% | -$32.19万 | 减仓 |
| RS | Reliance Inc. | $54.51万 | 0.32% | 1,459 | -885 | -37.8% | -$33.06万 | 减仓 |
| NVDA | NVIDIA Corp. | $50.75万 | 0.30% | 2,536 | -2,023 | -44.4% | -$40.48万 | 减仓 |
| EMXC | iShares MSCI Emerging Markets ex-China | $50.54万 | 0.30% | 4,940 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co | $50.00万 | 0.30% | 2,310 | -1,296 | -35.9% | -$28.05万 | 减仓 |
| ITW | Illinois Tool Works | $48.66万 | 0.29% | 1,799 | -654 | -26.7% | -$17.69万 | 减仓 |
| DIS | Disney (Walt) Co | $48.20万 | 0.29% | 5,008 | -858 | -14.6% | -$8.26万 | 减仓 |
| APH | Amphenol Corp | $47.80万 | 0.28% | 2,711 | -3,312 | -55.0% | -$58.40万 | 减仓 |
| CVS | CVS Health Corp. | $47.64万 | 0.28% | 4,605 | -1,874 | -28.9% | -$19.39万 | 减仓 |
| MSI | Motorola Solutions Inc. | $46.35万 | 0.27% | 1,116 | -57 | -4.9% | -$2.37万 | 减仓 |
| VBR | Vanguard Small Cap Value ETF | $46.13万 | 0.27% | 1,898 | -100 | -5.0% | -$2.43万 | 减仓 |
| VBK | Vanguard Small-Cap Growth ETF | $45.49万 | 0.27% | 1,244 | -206 | -14.2% | -$7.53万 | 减仓 |
| WFC | Wells Fargo | $45.20万 | 0.27% | 5,469 | -4,166 | -43.2% | -$34.43万 | 减仓 |
| IYH | iShares U.S. Healthcare ETF | $43.86万 | 0.26% | 6,546 | 0 | 0.0% | — | 不变 |
| SYF | Synchrony Financial | $42.54万 | 0.25% | 5,594 | -14 | -0.2% | -$1,065 | 减仓 |
| COP | ConocoPhillips | $40.26万 | 0.24% | 3,873 | -1,001 | -20.5% | -$10.41万 | 减仓 |
| SCHW | Charles Schwab Corp. | $39.21万 | 0.23% | 4,250 | -3,458 | -44.9% | -$31.91万 | 减仓 |
| CEG | Constellation Energy Corp. | $38.08万 | 0.23% | 1,533 | -196 | -11.3% | -$4.87万 | 减仓 |
| CARR | Carrier Global Corp. | $37.35万 | 0.22% | 5,092 | -1,572 | -23.6% | -$11.53万 | 减仓 |
| EFX | Equifax Inc. | $37.11万 | 0.22% | 2,338 | -270 | -10.4% | -$4.29万 | 减仓 |
| A | Agilent Technologies | $36.95万 | 0.22% | 2,782 | -99 | -3.4% | -$1.32万 | 减仓 |
| — | Medtronic Inc | $36.84万 | 0.22% | 4,709 | -749 | -13.7% | -$5.86万 | 减仓 |
| MS | Morgan Stanley | $34.43万 | 0.20% | 1,647 | -156 | -8.7% | -$3.26万 | 减仓 |
| GOOG | Alphabet Inc. Cl. C | $33.85万 | 0.20% | 958 | -898 | -48.4% | -$31.73万 | 减仓 |
| AXP | American Express Company | $31.25万 | 0.19% | 924 | -947 | -50.6% | -$32.03万 | 减仓 |
| NEE | NextEra Energy | $31.07万 | 0.18% | 3,540 | -2,173 | -38.0% | -$19.07万 | 减仓 |
| IYG | iShares U.S. Financial Services ETF | $30.26万 | 0.18% | 3,345 | 0 | 0.0% | — | 不变 |