Athena Wealth Management, LLC
RENO NV · SEC CIK 0002128243
$1.34亿2026Q2 申报市值
104持仓数
52.3%前十大占比 · 第一大 30.3%
16 / 22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
FLDR 加仓+$366.64万
AAPL 加仓+$265.44万
MSFT 加仓+$194.46万
GDX 新建仓+$120.91万
TFLO 新建仓+$106.14万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$163.31万
ARCC 清仓-$138.36万
FLJP 清仓-$120.11万
FXI 清仓-$104.28万
BLK 清仓-$91.35万
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 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $120.36万 | 0.90% | 1,247 | -1,692 | -57.6% | -$163.31万 | 减仓 |
| GOOGL | ALPHABET INC | $120.62万 | 0.90% | 3,375 | -2,272 | -40.2% | -$81.20万 | 减仓 |
| GDX | VANECK ETF TRUST | $120.91万 | 0.90% | 16,025 | 16,025 | — | $120.91万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $123.34万 | 0.92% | 2,968 | 1,022 | 52.5% | $42.47万 | 加仓 |
| VLO | VALERO ENERGY CORP | $123.73万 | 0.92% | 4,751 | -216 | -4.3% | -$5.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $125.80万 | 0.94% | 2,514 | 1,681 | 201.8% | $84.12万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $136.99万 | 1.02% | 7,572 | -95 | -1.2% | -$1.72万 | 减仓 |
| COP | CONOCOPHILLIPS | $137.85万 | 1.03% | 13,260 | 196 | 1.5% | $2.04万 | 加仓 |
| ALL | ALLSTATE CORP | $141.62万 | 1.05% | 5,952 | 574 | 10.7% | $13.66万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $145.67万 | 1.08% | 4,408 | -784 | -15.1% | -$25.91万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $150.78万 | 1.12% | 23,975 | 1,965 | 8.9% | $12.36万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $151.45万 | 1.13% | 29,453 | -295 | -1.0% | -$1.52万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $152.72万 | 1.14% | 16,551 | 5,477 | 49.5% | $50.54万 | 加仓 |
| BAC | BANK OF AMER CORP | $158.20万 | 1.18% | 27,764 | 1,301 | 4.9% | $7.41万 | 加仓 |
| KO | COCA COLA CO | $161.78万 | 1.20% | 19,907 | 1,851 | 10.3% | $15.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $187.93万 | 1.40% | 9,392 | -56 | -0.6% | -$1.12万 | 减仓 |
| CSCO | CISCO SYS INC | $206.81万 | 1.54% | 17,607 | -6,571 | -27.2% | -$77.18万 | 减仓 |
| C | CITIGROUP INC | $229.43万 | 1.71% | 16,392 | -1,128 | -6.4% | -$15.79万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $281.13万 | 2.09% | 5,887 | 216 | 3.8% | $10.31万 | 加仓 |
| — | EXXON MOBIL CORP | $291.62万 | 2.17% | 21,330 | 1,037 | 5.1% | $14.18万 | 加仓 |
| AMZN | AMAZON COM INC | $312.47万 | 2.32% | 13,110 | 4,194 | 47.0% | $99.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $332.48万 | 2.47% | 8,913 | 5,213 | 140.9% | $194.46万 | 加仓 |
| IVV | ISHARES TR | $353.75万 | 2.63% | 4,724 | 1 | 0.0% | $749 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $384.71万 | 2.86% | 75,508 | 37 | 0.0% | $1,885 | 加仓 |
| AAPL | APPLE INC | $574.89万 | 4.28% | 19,867 | 9,173 | 85.8% | $265.44万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $4,071.36万 | 30.28% | 812,484 | 73,167 | 9.9% | $366.64万 | 加仓 |