13F 机构持仓

PATTEN & PATTEN INC/TN

CHATTANOOGA TN · SEC CIK 0001044905

2026Q22026Q1 更早 9 个季度 🔒
$16.57亿2026Q1 申报市值
338持仓数
32.1%前十大占比 · 第一大 9.5%
5 / 9新建仓 / 清仓
申报市值走势$18.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 9.5%
GOOGL 3.5%
MSFT 3.3%
IXN 3.3%
VGSH 3.0%
ABBV 2.1%
JPM 2.1%
SW 1.9%
V 1.8%
RTX 1.7%

2026Q1 买入最多 按季末市值估算

CRWD 加仓+$474.39万
GLD 加仓+$320.44万
PNFP 新建仓+$272.40万
AMZN 加仓+$268.38万
EWJ 加仓+$238.59万

2026Q1 卖出最多 按季末市值估算

AAPL 减仓-$424.29万
PINNACLE FINL PA 清仓-$302.38万
EXACT SCIENCES C 清仓-$261.14万
HELO 减仓-$205.19万
TFC 减仓-$192.47万

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
SOLS SOLSTICE ADVANCED MATLS INC $45.55万0.03%5,981 -1,449-19.5% -$11.04万 减仓
CEG CONSTELLATION ENERGY CORP $46.03万0.03%1,648 654.1% $1.82万 加仓
IEMG ISHARES INC $46.36万0.03%6,646 2293.6% $1.60万 加仓
T AT&T INC $47.00万0.03%16,213 -207-1.3% -$6,001 减仓
CMCSA COMCAST CORP NEW $47.36万0.03%16,496 -2,251-12.0% -$6.46万 减仓
IVW ISHARES TR $47.40万0.03%4,191 -100-2.3% -$1.13万 减仓
IYR ISHARES TR $47.72万0.03%5,047 80018.8% $7.56万 加仓
SHEL SHELL PLC $47.99万0.03%5,160 00.0% — 不变
IAT ISHARES TR $48.29万0.03%8,970 00.0% — 不变
DFAU DIMENSIONAL ETF TRUST $48.55万0.03%10,760 -308-2.8% -$1.39万 减仓
SCHX SCHWAB STRATEGIC TR $49.55万0.03%19,326 2171.1% $5,564 加仓
URA GLOBAL X FDS $50.61万0.03%10,450 1151.1% $5,569 加仓
CACI CACI INTL INC $51.94万0.03%955 00.0% — 不变
— COHEN & STEERS TOTAL RETURN $53.77万0.03%48,267 3,9669.0% $4.42万 加仓
EPD ENTERPRISE PRODS PARTNERS L $54.76万0.03%14,471 1140.8% $4,314 加仓
CL COLGATE PALMOLIVE CO $54.85万0.03%6,435 -57-0.9% -$4,858 减仓
AMLP ALPS ETF TR $54.98万0.03%10,444 00.0% — 不变
IJR ISHARES TR $57.51万0.03%4,627 -126-2.7% -$1.57万 减仓
GNRC GENERAC HLDGS INC $59.34万0.04%3,038 -1,075-26.1% -$21.00万 减仓
ILCG ISHARES TR $59.41万0.04%6,222 00.0% — 不变
ENB ENBRIDGE INC $59.73万0.04%11,033 4304.1% $2.33万 加仓
IEF ISHARES TR $61.05万0.04%6,397 2393.9% $2.28万 加仓
IBIT ISHARES BITCOIN TRUST ETF $61.11万0.04%15,907 -10,759-40.3% -$41.34万 减仓
SCHD SCHWAB STRATEGIC TR $61.88万0.04%20,169 2051.0% $6,289 加仓
USMV ISHARES TR $62.57万0.04%6,747 00.0% — 不变
IWF ISHARES TR $63.66万0.04%1,493 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $64.51万0.04%15,799 -300-1.9% -$1.22万 减仓
IYJ ISHARES TR $66.54万0.04%4,510 42010.3% $6.20万 加仓
VTI VANGUARD INDEX FDS $66.62万0.04%2,077 -28-1.3% -$8,981 减仓
SPYG SPDR SERIES TRUST $66.70万0.04%6,813 6,813— $66.70万 新建仓
KMI KINDER MORGAN INC DEL $66.86万0.04%19,941 -37-0.2% -$1,241 减仓
GD GENERAL DYNAMICS CORP $68.13万0.04%1,985 10.1% $343 加仓
VGT VANGUARD WORLD FD $68.66万0.04%984 00.0% — 不变
XBI SPDR SERIES TRUST $69.93万0.04%5,475 -351-6.0% -$4.48万 减仓
TGT TARGET CORP $70.10万0.04%5,784 -140-2.4% -$1.70万 减仓
WFC WELLS FARGO & CO $71.38万0.04%8,966 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.04%1 00.0% — 不变
DOV DOVER CORP $71.92万0.04%3,450 00.0% — 不变
SEIC SEI INVTS CO $73.76万0.04%9,400 00.0% — 不变
AUPH AURINIA PHARMACEUTICALS INC $74.84万0.05%50,500 -12,500-19.8% -$18.52万 减仓
SMH VANECK ETF TRUST $75.23万0.05%1,962 00.0% — 不变
IAU ISHARES GOLD TR $75.60万0.05%8,575 -650-7.0% -$5.73万 减仓
SUB ISHARES TR $78.17万0.05%7,340 -100-1.3% -$1.06万 减仓
PYPL PAYPAL HLDGS INC $78.38万0.05%17,329 -16,921-49.4% -$76.53万 减仓
RCL ROYAL CARIBBEAN GROUP $79.25万0.05%2,880 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $79.27万0.05%2,729 -98-3.5% -$2.85万 减仓
UNM UNUM GROUP $80.90万0.05%11,077 00.0% — 不变
IYY ISHARES TR $80.92万0.05%5,107 00.0% — 不变
— ELECTRONIC ARTS INC $83.22万0.05%4,082 -100-2.4% -$2.04万 减仓
IWV ISHARES TR $83.29万0.05%2,247 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER $83.86万0.05%11,275 -1,975-14.9% -$14.69万 减仓
TMUS T-MOBILE US INC $84.79万0.05%4,037 00.0% — 不变
WMB WILLIAMS COS INC $85.79万0.05%11,787 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $86.71万0.05%12,182 -192-1.6% -$1.37万 减仓
SPLV INVESCO EXCH TRADED FD TR II $86.87万0.05%11,877 10.0% $73 加仓
TSLA TESLA INC $89.83万0.05%2,417 -47-1.9% -$1.75万 减仓
ULTA ULTA BEAUTY INC $90.69万0.05%1,735 -25-1.4% -$1.31万 减仓
IWR ISHARES TR $91.40万0.06%9,400 00.0% — 不变
WSM WILLIAMS SONOMA INC $91.90万0.06%5,040 00.0% — 不变
MO ALTRIA GROUP INC $92.28万0.06%13,984 1,0858.4% $7.16万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $92.97万0.06%2,751 -100-3.5% -$3.38万 减仓
KMB KIMBERLY-CLARK CORP $94.54万0.06%9,799 00.0% — 不变
HDV ISHARES TR $95.12万0.06%7,009 -363-4.9% -$4.93万 减仓
VIG VANGUARD SPECIALIZED FUNDS $97.61万0.06%4,539 30.1% $645 加仓
RY ROYAL BK CDA $98.36万0.06%6,080 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $100.46万0.06%20,012 -512-2.5% -$2.57万 减仓
ADP AUTOMATIC DATA PROCESSING IN $101.16万0.06%4,979 -150-2.9% -$3.05万 减仓
CARR CARRIER GLOBAL CORPORATION $104.88万0.06%18,626 6503.6% $3.66万 加仓
LULU LULULEMON ATHLETICA INC $106.76万0.06%6,973 -515-6.9% -$7.88万 减仓
ITOT ISHARES TR $106.82万0.06%7,500 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $106.84万0.06%7,851 -1,540-16.4% -$20.96万 减仓
MDT MEDTRONIC PLC $108.02万0.07%12,466 -35-0.3% -$3,033 减仓
BMY BRISTOL-MYERS SQUIBB CO $108.32万0.07%17,860 1,5039.2% $9.12万 加仓
DIS DISNEY WALT CO $109.50万0.07%11,362 1,18511.6% $11.42万 加仓
AMGN AMGEN INC $110.71万0.07%3,146 -54-1.7% -$1.90万 减仓
IJH ISHARES TR $111.21万0.07%16,469 -35-0.2% -$2,364 减仓
PRU PRUDENTIAL FINL INC $111.64万0.07%11,428 -982-7.9% -$9.59万 减仓
META META PLATFORMS INC $111.82万0.07%1,954 422.2% $2.40万 加仓
IMO IMPERIAL OIL LTD $114.47万0.07%8,750 00.0% — 不变
SPHD INVESCO EXCH TRADED FD TR II $116.56万0.07%23,496 1,2505.6% $6.20万 加仓
GM GENERAL MTRS CO $117.18万0.07%15,729 00.0% — 不变
PWR QUANTA SVCS INC $117.22万0.07%2,135 00.0% — 不变
LIN LINDE PLC $117.35万0.07%2,367 -100-4.1% -$4.96万 减仓
IWB ISHARES TR $118.70万0.07%3,329 10.0% $357 加仓
ORCL ORACLE CORP $119.71万0.07%8,138 -1,406-14.7% -$20.68万 减仓
EMR EMERSON ELEC CO $121.67万0.07%9,286 -160-1.7% -$2.10万 减仓
DE DEERE & CO $122.07万0.07%2,167 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $125.33万0.08%2,641 -100-3.6% -$4.75万 减仓
MAR MARRIOTT INTL INC NEW $128.28万0.08%3,922 00.0% — 不变
IWY ISHARES TR $129.92万0.08%5,221 00.0% — 不变
NVO NOVO-NORDISK A S $135.30万0.08%36,815 -738-2.0% -$2.71万 减仓
PM PHILIP MORRIS INTL INC $138.33万0.08%8,366 -100-1.2% -$1.65万 减仓
MTUM ISHARES TR $139.00万0.08%5,792 901.6% $2.16万 加仓
IUSG ISHARES TR $139.75万0.08%9,010 -600-6.2% -$9.31万 减仓
AXP AMERICAN EXPRESS CO $140.47万0.08%4,644 -84-1.8% -$2.54万 减仓
PLD PROLOGIS INC. $144.59万0.09%10,939 1061.0% $1.40万 加仓
DXJ WISDOMTREE TR $148.68万0.09%9,376 210.2% $3,330 加仓
CCJ CAMECO CORP $149.83万0.09%13,795 -490-3.4% -$5.32万 减仓
KR KROGER CO $155.01万0.09%21,423 -193-0.9% -$1.40万 减仓
IWL ISHARES TR $159.02万0.10%9,909 00.0% — 不变