13F 机构持仓

PATTEN & PATTEN INC/TN

CHATTANOOGA TN · SEC CIK 0001044905

2026Q22026Q1 更早 9 个季度 🔒
$18.89亿2026Q2 申报市值
350持仓数
35.1%前十大占比 · 第一大 9.4%
18 / 7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 9.4%
IXN 4.4%
VGSH 4.1%
GOOGL 3.7%
MSFT 2.9%
GSST 2.7%
ABBV 2.1%
JPM 2.0%
SW 1.9%
V 1.8%

2026Q2 买入最多 按季末市值估算

GSST 加仓+$3,278.04万
VGSH 加仓+$2,844.94万
HONA 新建仓+$413.30万
IXN 加仓+$383.88万
XLK 加仓+$335.43万

2026Q2 卖出最多 按季末市值估算

HON 减仓-$421.57万
QCOM 减仓-$403.73万
IGV 减仓-$314.16万
AAPL 减仓-$245.32万
INDA 减仓-$175.90万

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
EEM ISHARES TR $45.85万0.02%6,702 -64-0.9% -$4,378 减仓
FNDX SCHWAB STRATEGIC TR $46.70万0.02%15,017 00.0% — 不变
IYT ISHARES TR $46.84万0.02%5,400 00.0% — 不变
IWN ISHARES TR $47.60万0.03%2,152 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $48.91万0.03%5,520 -461-7.7% -$4.08万 减仓
VO VANGUARD INDEX FDS $49.37万0.03%6,128 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $49.61万0.03%14,659 70.0% $237 加仓
VHT VANGUARD WORLD FD $49.96万0.03%1,671 00.0% — 不变
TRV TRAVELERS COMPANIES INC $50.29万0.03%1,523 00.0% — 不变
MHK MOHAWK INDS INC $51.42万0.03%4,238 00.0% — 不变
IYR ISHARES TR $51.61万0.03%5,047 00.0% — 不变
VTV VANGUARD INDEX FDS $52.06万0.03%2,389 1858.4% $4.03万 加仓
EPD ENTERPRISE PRODS PARTNERS L $52.17万0.03%14,193 -278-1.9% -$1.02万 减仓
IBIT ISHARES BITCOIN TRUST ETF $52.95万0.03%15,907 00.0% — 不变
LRCX LAM RESEARCH CORP $53.73万0.03%1,240 00.0% — 不变
DFAU DIMENSIONAL ETF TRUST $54.02万0.03%10,450 -310-2.9% -$1.60万 减仓
AMLP ALPS ETF TR $54.15万0.03%10,444 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER $54.39万0.03%10,425 -850-7.5% -$4.43万 减仓
IEMG ISHARES INC $55.06万0.03%6,646 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $55.48万0.03%12,298 00.0% — 不变
IAT ISHARES TR $55.80万0.03%8,970 00.0% — 不变
WY WEYERHAEUSER CO $56.04万0.03%23,407 5,57031.2% $13.33万 加仓
SCHX SCHWAB STRATEGIC TR $56.88万0.03%19,326 00.0% — 不变
CL COLGATE PALMOLIVE CO $57.47万0.03%6,268 -167-2.6% -$1.53万 减仓
IVW ISHARES TR $57.64万0.03%4,191 00.0% — 不变
IAU ISHARES GOLD TR $59.03万0.03%7,818 -757-8.8% -$5.72万 减仓
ENB ENBRIDGE INC $59.81万0.03%11,033 00.0% — 不变
IEF ISHARES TR $60.50万0.03%6,397 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $62.74万0.03%4,155 4,155— $62.74万 新建仓
KMI KINDER MORGAN INC DEL $63.20万0.03%19,770 -171-0.9% -$5,467 减仓
CSGP COSTAR GROUP INC $63.78万0.03%22,522 13,775157.5% $39.01万 加仓
SCHD SCHWAB STRATEGIC TR $64.12万0.03%20,221 520.3% $1,649 加仓
PYPL PAYPAL HLDGS INC $64.72万0.03%14,989 -2,340-13.5% -$10.10万 减仓
SOXX ISHARES TR $65.04万0.03%1,015 -10-1.0% -$6,408 减仓
USMV ISHARES TR $65.08万0.03%6,747 00.0% — 不变
IJR ISHARES TR $68.62万0.04%4,627 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $69.56万0.04%15,799 00.0% — 不变
GD GENERAL DYNAMICS CORP $70.36万0.04%1,986 10.1% $354 加仓
SPYG SPDR SERIES TRUST $71.46万0.04%6,006 -807-11.8% -$9.60万 减仓
ILCG ISHARES TR $72.81万0.04%6,222 00.0% — 不变
WFC WELLS FARGO & CO $72.94万0.04%8,826 -140-1.6% -$1.16万 减仓
LULU LULULEMON ATHLETICA INC $72.94万0.04%6,388 -585-8.4% -$6.68万 减仓
SUB ISHARES TR $73.36万0.04%6,890 -450-6.1% -$4.79万 减仓
IWF ISHARES TR $74.15万0.04%5,972 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $74.57万0.04%11,649 -533-4.4% -$3.41万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.04%1 00.0% — 不变
IYJ ISHARES TR $75.16万0.04%4,510 00.0% — 不变
TGT TARGET CORP $75.54万0.04%5,784 00.0% — 不变
TMUS T-MOBILE US INC $76.50万0.04%4,561 52413.0% $8.79万 加仓
ULTA ULTA BEAUTY INC $77.12万0.04%1,710 -25-1.4% -$1.13万 减仓
DOV DOVER CORP $77.38万0.04%3,450 00.0% — 不变
MDT MEDTRONIC PLC $77.96万0.04%9,966 -2,500-20.1% -$19.56万 减仓
AUPH AURINIA PHARMACEUTICALS INC $79.13万0.04%46,630 -3,870-7.7% -$6.57万 减仓
APD AIR PRODUCTS AND CHEMICALS I $79.33万0.04%2,706 -23-0.8% -$6,743 减仓
VZ VERIZON COMMUNICATIONS INC $81.53万0.04%19,256 -756-3.8% -$3.20万 减仓
SEIC SEI INVTS CO $82.45万0.04%9,400 00.0% — 不变
— ELECTRONIC ARTS INC $83.70万0.04%4,082 00.0% — 不变
GNRC GENERAC HLDGS INC $87.40万0.05%2,985 -53-1.7% -$1.55万 减仓
NVO NOVO-NORDISK A S $87.59万0.05%18,270 -18,545-50.4% -$88.90万 减仓
WMB WILLIAMS COS INC $87.62万0.05%11,787 00.0% — 不变
CMDT PIMCO ETF TR $87.79万0.05%28,625 28,625— $87.79万 新建仓
SPLV INVESCO EXCH TRADED FD TR II $88.22万0.05%11,778 -99-0.8% -$7,415 减仓
XBI SPDR SERIES TRUST $89.33万0.05%5,645 1703.1% $2.69万 加仓
RCL ROYAL CARIBBEAN GROUP $91.45万0.05%2,880 00.0% — 不变
IYY ISHARES TR $93.09万0.05%5,107 00.0% — 不变
ZTS ZOETIS INC $93.43万0.05%13,001 -1,030-7.3% -$7.40万 减仓
VGT VANGUARD WORLD FD $94.09万0.05%7,872 00.0% — 不变
IWV ISHARES TR $95.81万0.05%2,247 00.0% — 不变
HDV ISHARES TR $96.06万0.05%35,045 00.0% — 不变
IMO IMPERIAL OIL LTD $98.02万0.05%8,750 00.0% — 不变
UNM UNUM GROUP $98.80万0.05%11,052 -25-0.2% -$2,235 减仓
MO ALTRIA GROUP INC $99.18万0.05%13,784 -200-1.4% -$1.44万 减仓
TSLA TESLA INC $99.87万0.05%2,375 -42-1.7% -$1.77万 减仓
BMY BRISTOL-MYERS SQUIBB CO $100.72万0.05%17,480 -380-2.1% -$2.19万 减仓
AWK AMERICAN WTR WKS CO INC NEW $102.84万0.05%7,816 -35-0.4% -$4,605 减仓
IWR ISHARES TR $103.70万0.05%9,400 00.0% — 不变
KMB KIMBERLY-CLARK CORP $104.00万0.06%9,474 -325-3.3% -$3.57万 减仓
NKE NIKE INC $104.81万0.06%25,532 -13,587-34.7% -$55.77万 减仓
DIS DISNEY WALT CO $105.22万0.06%10,932 -430-3.8% -$4.14万 减仓
META META PLATFORMS INC $108.40万0.06%1,924 -30-1.5% -$1.69万 减仓
ORCL ORACLE CORP $111.22万0.06%7,589 -549-6.7% -$8.05万 减仓
ADP AUTOMATIC DATA PROCESSING IN $111.28万0.06%4,969 -10-0.2% -$2,240 减仓
AMGN AMGEN INC $112.96万0.06%3,119 -27-0.9% -$9,779 减仓
PRU PRUDENTIAL FINL INC $113.80万0.06%10,544 -884-7.7% -$9.54万 减仓
TPL TEXAS PACIFIC LAND CORPORATI $115.58万0.06%2,641 00.0% — 不变
WSM WILLIAMS SONOMA INC $117.49万0.06%5,040 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $117.84万0.06%4,980 4419.7% $10.44万 加仓
KR KROGER CO $118.75万0.06%21,384 -39-0.2% -$2,166 减仓
VTI VANGUARD INDEX FDS $118.78万0.06%3,210 1,13354.5% $41.92万 加仓
SPHD INVESCO EXCH TRADED FD TR II $119.45万0.06%23,496 00.0% — 不变
GM GENERAL MTRS CO $121.25万0.06%15,731 20.0% $154 加仓
LIN LINDE PLC $122.57万0.06%2,362 -5-0.2% -$2,595 减仓
ITOT ISHARES TR $123.20万0.07%7,500 00.0% — 不变
EMR EMERSON ELEC CO $125.34万0.07%8,756 -530-5.7% -$7.59万 减仓
RY ROYAL BK CDA $125.84万0.07%6,080 00.0% — 不变
IJH ISHARES TR $126.99万0.07%16,469 00.0% — 不变
SMH VANECK ETF TRUST $127.71万0.07%1,947 -15-0.8% -$9,839 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $129.61万0.07%2,714 -37-1.3% -$1.77万 减仓
DE DEERE & CO $136.06万0.07%2,145 -22-1.0% -$1.40万 减仓
IWB ISHARES TR $136.32万0.07%3,329 00.0% — 不变