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
IBM INTERNATIONAL BUSINESS MACHS $159.46万0.10%6,579 400.6% $9,695 加仓
UNP UNION PAC CORP $162.08万0.10%6,680 -8-0.1% -$1,941 减仓
BILZ PIMCO ETF TR $163.38万0.10%16,181 -383-2.3% -$3.87万 减仓
DVY ISHARES TR $164.25万0.10%10,848 00.0% — 不变
SHV ISHARES TR $165.19万0.10%14,964 00.0% — 不变
INTC INTEL CORP $165.85万0.10%37,583 -100-0.3% -$4,413 减仓
ZTS ZOETIS INC $165.86万0.10%14,031 -375-2.6% -$4.43万 减仓
PFE PFIZER INC $166.40万0.10%59,258 1,5772.7% $4.43万 加仓
LMT LOCKHEED MARTIN CORP $173.51万0.10%2,871 -25-0.9% -$1.51万 减仓
IYG ISHARES TR $175.84万0.11%21,226 00.0% — 不变
XYL XYLEM INC $180.21万0.11%15,080 00.0% — 不变
DAL DELTA AIR LINES INC $180.67万0.11%27,177 -1,164-4.1% -$7.74万 减仓
IYC ISHARES TR $181.18万0.11%18,694 -25-0.1% -$2,423 减仓
XLF SELECT SECTOR SPDR TR $181.78万0.11%36,821 1,6554.7% $8.17万 加仓
LDUR PIMCO ETF TR $184.64万0.11%19,269 -762-3.8% -$7.30万 减仓
IYW ISHARES TR $186.37万0.11%10,273 00.0% — 不变
EQWL INVESCO EXCHANGE TRADED FD T $186.46万0.11%16,180 1,59110.9% $18.33万 加仓
ECL ECOLAB INC $192.20万0.12%7,225 650.9% $1.73万 加仓
NKE NIKE INC $206.63万0.12%39,119 -6,030-13.4% -$31.85万 减仓
— ANGEL OAK FUNDS TRUST $210.65万0.13%243,245 -1,715-0.7% -$1.49万 减仓
QUAL ISHARES TR $214.00万0.13%11,157 1101.0% $2.11万 加仓
SO SOUTHERN CO $219.86万0.13%22,779 1,9459.3% $18.77万 加仓
MMM 3M CO $221.58万0.13%15,257 -200-1.3% -$2.90万 减仓
VMC VULCAN MATLS CO $225.93万0.14%8,297 00.0% — 不变
IHE ISHARES TR $230.05万0.14%26,540 -215-0.8% -$1.86万 减仓
RF REGIONS FINANCIAL CORP NEW $230.48万0.14%88,240 570.1% $1,489 加仓
QQQ INVESCO QQQ TR $233.03万0.14%4,037 -216-5.1% -$12.47万 减仓
GLW CORNING INC $243.44万0.15%17,904 1080.6% $1.47万 加仓
XLC SELECT SECTOR SPDR TR $244.55万0.15%22,059 -440-2.0% -$4.88万 减仓
JPST J P MORGAN EXCHANGE TRADED F $245.33万0.15%48,476 -100-0.2% -$5,061 减仓
VUG VANGUARD INDEX FDS $246.74万0.15%5,649 2103.9% $9.17万 加仓
D DOMINION ENERGY INC $251.29万0.15%40,648 3,4919.4% $21.58万 加仓
MBB ISHARES TR $251.29万0.15%26,466 3,98617.7% $37.85万 加仓
— SSGA ACTIVE TR $252.17万0.15%92,850 -250-0.3% -$6,790 减仓
XLE SELECT SECTOR SPDR TR $257.56万0.16%42,045 8422.0% $5.16万 加仓
EWG ISHARES INC $258.25万0.16%65,100 5,3258.9% $21.12万 加仓
NOC NORTHROP GRUMMAN CORP $261.50万0.16%3,833 00.0% — 不变
CAT CATERPILLAR INC $262.96万0.16%3,712 00.0% — 不变
RSG REPUBLIC SVCS INC $268.37万0.16%12,253 -90-0.7% -$1.97万 减仓
GPIX GOLDMAN SACHS ETF TR $268.46万0.16%53,650 26,00094.0% $130.10万 加仓
PNFP PINNACLE FINL PARTNERS INC $272.40万0.16%31,623 31,623— $272.40万 新建仓
MCD MCDONALDS CORP $274.03万0.17%8,817 -64-0.7% -$1.99万 减仓
MA MASTERCARD INCORPORATED $278.73万0.17%5,578 1001.8% $5.00万 加仓
NFLX NETFLIX INC. $279.57万0.17%29,076 2,1688.1% $20.85万 加仓
TFC TRUIST FINL CORP $280.23万0.17%60,960 -41,868-40.7% -$192.47万 减仓
IDV ISHARES TR $291.53万0.18%68,500 43,506174.1% $185.16万 加仓
XLU SELECT SECTOR SPDR TR $294.13万0.18%64,095 -937-1.4% -$4.30万 减仓
PSX PHILLIPS 66 $298.10万0.18%16,363 -230-1.4% -$4.19万 减仓
IGV ISHARES TR $298.40万0.18%37,277 -4,260-10.3% -$34.10万 减仓
FDX FEDEX CORP $305.84万0.18%8,587 -104-1.2% -$3.70万 减仓
ETN EATON CORP PLC $314.07万0.19%8,781 85610.8% $30.62万 加仓
AMAT APPLIED MATLS INC $337.14万0.20%9,864 -635-6.0% -$21.70万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $351.73万0.21%7,340 -107-1.4% -$5.13万 减仓
NVS NOVARTIS AG $357.34万0.22%23,394 -300-1.3% -$4.58万 减仓
GS GOLDMAN SACHS GROUP INC $363.05万0.22%4,291 -45-1.0% -$3.81万 减仓
PG PROCTER & GAMBLE CO $371.01万0.22%25,686 7593.0% $10.96万 加仓
BAC BANK AMERICA CORP $374.45万0.23%76,810 -23-0.0% -$1,121 减仓
STZ CONSTELLATION BRANDS INC $378.07万0.23%25,205 2090.8% $3.13万 加仓
DXCM DEXCOM INC $380.66万0.23%60,615 -3,737-5.8% -$23.47万 减仓
SCHA SCHWAB STRATEGIC TR $392.81万0.24%135,080 7,4145.8% $21.56万 加仓
ADBE ADOBE INC $395.76万0.24%16,281 -6,066-27.1% -$147.45万 减仓
IWM ISHARES TR $412.28万0.25%16,624 1,4959.9% $37.08万 加仓
MS MORGAN STANLEY $415.69万0.25%25,259 -100-0.4% -$1.65万 减仓
GE GE AEROSPACE $423.36万0.26%14,919 1200.8% $3.41万 加仓
RSP INVESCO EXCHANGE TRADED FD T $426.46万0.26%22,221 2,78614.3% $53.47万 加仓
ITA ISHARES TR $443.70万0.27%20,283 6463.3% $14.13万 加仓
C CITIGROUP INC $461.68万0.28%40,709 -199-0.5% -$2.26万 减仓
DLR DIGITAL RLTY TR INC $472.25万0.29%26,206 -949-3.5% -$17.10万 减仓
EWJ ISHARES INC $484.58万0.29%57,387 28,25697.0% $238.59万 加仓
AVGO BROADCOM INC $510.85万0.31%16,505 -2,421-12.8% -$74.93万 减仓
IVV ISHARES TR $530.60万0.32%8,123 -17-0.2% -$1.11万 减仓
INDA ISHARES TR $536.01万0.32%114,434 -4,190-3.5% -$19.63万 减仓
FCX FREEPORT MCMORAN INC $536.63万0.32%91,294 -4,495-4.7% -$26.42万 减仓
NSC NORFOLK SOUTHN CORP $546.28万0.33%19,034 1190.6% $3.42万 加仓
GEV GE VERNOVA INC $560.14万0.34%6,417 590.9% $5.15万 加仓
LOW LOWES COS INC $565.41万0.34%23,930 -325-1.3% -$7.68万 减仓
XLI SELECT SECTOR SPDR TR $584.82万0.35%36,160 530.1% $8,572 加仓
HCA HCA HEALTHCARE INC $633.14万0.38%13,379 -28-0.2% -$1.33万 减仓
XLV SELECT SECTOR SPDR TR $662.12万0.40%45,162 -115-0.3% -$1.69万 减仓
CNI CANADIAN NATL RY CO $667.43万0.40%64,944 -1,350-2.0% -$13.87万 减仓
SHY ISHARES TR $688.24万0.42%83,352 -4,086-4.7% -$33.74万 减仓
XLK SELECT SECTOR SPDR TR $689.82万0.42%51,905 1,1842.3% $15.74万 加仓
QCOM QUALCOMM INC $694.87万0.42%53,958 -9,428-14.9% -$121.41万 减仓
ORLY OREILLY AUTOMOTIVE INC $697.25万0.42%75,533 -795-1.0% -$7.34万 减仓
BOND PIMCO ETF TR $713.56万0.43%77,325 2,4003.2% $22.15万 加仓
BA BOEING CO $743.51万0.45%37,357 2,2576.4% $44.92万 加仓
NVDA NVIDIA CORPORATION $758.36万0.46%43,484 -156-0.4% -$2.72万 减仓
PEP PEPSICO INC $759.24万0.46%48,892 -677-1.4% -$10.51万 减仓
AOS SMITH A O CORP $760.50万0.46%115,332 -4,075-3.4% -$26.87万 减仓
EFA ISHARES TR $766.43万0.46%78,908 15,32624.1% $148.86万 加仓
AMD ADVANCED MICRO DEVICES INC $769.37万0.46%37,820 -2,392-5.9% -$48.66万 减仓
DUK DUKE ENERGY CORP NEW $782.34万0.47%59,748 1,5572.7% $20.39万 加仓
CRWD CROWDSTRIKE HLDGS INC $784.37万0.47%20,091 12,151153.0% $474.39万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $822.80万0.50%181,795 -14,475-7.4% -$65.51万 减仓
INTU INTUIT $834.15万0.50%19,292 4,50830.5% $194.92万 加仓
HLT HILTON WORLDWIDE HLDGS INC $849.33万0.51%27,931 -1,377-4.7% -$41.87万 减仓
— HONEYWELL INTL INC $857.20万0.52%37,924 -210-0.6% -$4.75万 减仓
HD HOME DEPOT INC $872.20万0.53%26,519 6072.3% $19.96万 加仓
CSCO CISCO SYS INC $886.62万0.54%114,269 -1,335-1.2% -$10.36万 减仓
EW EDWARDS LIFESCIENCES CORP $893.26万0.54%111,546 -5,277-4.5% -$42.26万 减仓