Athena Wealth Management, LLC
RENO NV · SEC CIK 0002128243
$1.22亿2026Q1 申报市值
106持仓数
48.5%前十大占比 · 第一大 30.3%
16 / 12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
AZN 新建仓+$191.12万
ARCC 新建仓+$138.36万
NVDA 加仓+$112.35万
ALL 新建仓+$111.51万
HLT 加仓+$74.56万
2026Q1 卖出最多 按季末市值估算
AIG 清仓-$90.70万
AZN 清仓-$58.00万
FLDR 减仓-$41.75万
WMT 减仓-$37.92万
SAP 清仓-$33.84万
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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $122.72万 | 1.00% | 4,967 | 1,190 | 31.5% | $29.40万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $126.76万 | 1.04% | 7,667 | 2,546 | 49.7% | $42.09万 | 加仓 |
| BAC | BANK AMERICA CORP | $129.00万 | 1.06% | 26,463 | 9,499 | 56.0% | $46.31万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $129.37万 | 1.06% | 22,010 | 7,764 | 54.5% | $45.64万 | 加仓 |
| MCK | MCKESSON CORP | $129.78万 | 1.06% | 1,500 | 543 | 56.7% | $46.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $136.96万 | 1.12% | 3,700 | 1,396 | 60.6% | $51.68万 | 加仓 |
| KO | COCA COLA CO | $137.31万 | 1.12% | 18,056 | 5,524 | 44.1% | $42.01万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $138.36万 | 1.13% | 76,781 | 76,781 | — | $138.36万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $157.88万 | 1.29% | 5,192 | 2,452 | 89.5% | $74.56万 | 加仓 |
| GOOGL | ALPHABET INC | $162.39万 | 1.33% | 5,647 | 1,817 | 47.4% | $52.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $164.77万 | 1.35% | 9,448 | 6,442 | 214.3% | $112.35万 | 加仓 |
| COP | CONOCOPHILLIPS | $172.44万 | 1.41% | 13,064 | 2,128 | 19.5% | $28.09万 | 加仓 |
| AMZN | AMAZON COM INC | $185.70万 | 1.52% | 8,916 | 904 | 11.3% | $18.83万 | 加仓 |
| CSCO | CISCO SYS INC | $187.60万 | 1.53% | 24,178 | 9,037 | 59.7% | $70.12万 | 加仓 |
| AZN | ASTRAZENECA PLC | $191.12万 | 1.56% | 9,691 | 9,691 | — | $191.12万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $191.64万 | 1.57% | 5,671 | 208 | 3.8% | $7.03万 | 加仓 |
| C | CITIGROUP INC | $198.69万 | 1.63% | 17,520 | 6,097 | 53.4% | $69.14万 | 加仓 |
| AAPL | APPLE INC | $271.40万 | 2.22% | 10,694 | -782 | -6.8% | -$19.85万 | 减仓 |
| IVV | ISHARES TR | $308.50万 | 2.52% | 4,723 | -6 | -0.1% | -$3,919 | 减仓 |
| — | EXXON MOBIL CORP | $344.29万 | 2.82% | 20,293 | 3,270 | 19.2% | $55.48万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $350.19万 | 2.86% | 75,471 | -1,036 | -1.4% | -$4.81万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $3,700.28万 | 30.27% | 739,317 | -8,341 | -1.1% | -$41.75万 | 减仓 |