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
CARR CARRIER GLOBAL CORPORATION $136.62万0.07%18,626 00.0% — 不变
PFE PFIZER INC $138.22万0.07%57,400 -1,858-3.1% -$4.47万 减仓
MAR MARRIOTT INTL INC NEW $145.35万0.08%3,922 00.0% — 不变
CCJ CAMECO CORP $145.56万0.08%14,290 4953.6% $5.04万 加仓
PLD PROLOGIS INC. $146.38万0.08%10,805 -134-1.2% -$1.82万 减仓
LMT LOCKHEED MARTIN CORP $147.57万0.08%2,897 260.9% $1.32万 加仓
SHV ISHARES TR $148.58万0.08%13,464 -1,500-10.0% -$16.55万 减仓
PM PHILIP MORRIS INTL INC $151.36万0.08%8,366 00.0% — 不变
IWY ISHARES TR $151.73万0.08%5,221 00.0% — 不变
AXP AMERICAN EXPRESS CO $157.09万0.08%4,644 00.0% — 不变
BILZ PIMCO ETF TR $162.35万0.09%16,085 -96-0.6% -$9,689 减仓
DVY ISHARES TR $169.17万0.09%10,823 -25-0.2% -$3,908 减仓
IUSG ISHARES TR $169.47万0.09%9,010 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $175.15万0.09%6,229 -350-5.3% -$9.84万 减仓
XYL XYLEM INC $177.08万0.09%14,980 -100-0.7% -$1.18万 减仓
UNP UNION PAC CORP $181.70万0.10%6,680 00.0% — 不变
IWL ISHARES TR $183.27万0.10%9,909 00.0% — 不变
IYC ISHARES TR $188.19万0.10%18,614 -80-0.4% -$8,088 减仓
IYG ISHARES TR $191.58万0.10%21,176 -50-0.2% -$4,524 减仓
XLF SELECT SECTOR SPDR TR $193.38万0.10%36,071 -750-2.0% -$4.02万 减仓
LDUR PIMCO ETF TR $195.42万0.10%20,439 1,1706.1% $11.19万 加仓
MTUM ISHARES TR $198.57万0.11%5,792 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $204.64万0.11%4,018 1854.8% $9.42万 加仓
ECL ECOLAB INC $206.59万0.11%7,415 1902.6% $5.29万 加仓
— ANGEL OAK FUNDS TRUST $208.48万0.11%241,577 -1,668-0.7% -$1.44万 减仓
SO SOUTHERN CO $218.23万0.12%22,801 220.1% $2,106 加仓
MCD MCDONALDS CORP $224.99万0.12%8,323 -494-5.6% -$13.35万 减仓
GPIX GOLDMAN SACHS ETF TR $227.20万0.12%40,885 -12,765-23.8% -$70.94万 减仓
XLC SELECT SECTOR SPDR TR $238.30万0.13%22,244 1850.8% $1.98万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $240.75万0.13%18,660 2,48015.3% $32.00万 加仓
VMC VULCAN MATLS CO $244.77万0.13%8,297 00.0% — 不变
QUAL ISHARES TR $244.82万0.13%11,157 00.0% — 不变
IHE ISHARES TR $245.69万0.13%24,815 -1,725-6.5% -$17.08万 减仓
MMM 3M CO $246.70万0.13%15,237 -20-0.1% -$3,238 减仓
JPST J P MORGAN EXCHANGE TRADED F $247.80万0.13%49,001 5251.1% $2.65万 加仓
— SSGA ACTIVE TR $253.85万0.13%92,850 00.0% — 不变
DAL DELTA AIR LINES INC $254.54万0.13%27,177 00.0% — 不变
IYW ISHARES TR $259.12万0.14%10,273 00.0% — 不变
XLE SELECT SECTOR SPDR TR $260.64万0.14%49,076 7,03116.7% $37.34万 加仓
RSG REPUBLIC SVCS INC $261.09万0.14%12,253 00.0% — 不变
FDX FEDEX CORP $263.92万0.14%8,428 -159-1.9% -$4.98万 减仓
EWG ISHARES INC $265.95万0.14%64,285 -815-1.3% -$3.37万 减仓
RF REGIONS FINANCIAL CORP NEW $271.39万0.14%89,865 1,6251.8% $4.91万 加仓
QQQ INVESCO QQQ TR $278.63万0.15%3,784 -253-6.3% -$18.63万 减仓
PSX PHILLIPS 66 $279.91万0.15%16,558 1951.2% $3.30万 加仓
D DOMINION ENERGY INC $281.01万0.15%41,149 5011.2% $3.42万 加仓
MA MASTERCARD INCORPORATED $285.48万0.15%5,558 -20-0.4% -$1.03万 减仓
XLU SELECT SECTOR SPDR TR $292.96万0.16%64,614 5190.8% $2.35万 加仓
VUG VANGUARD INDEX FDS $293.05万0.16%34,020 1260.4% $1.09万 加仓
IDV ISHARES TR $296.67万0.16%71,608 3,1084.5% $12.88万 加仓
ADBE ADOBE INC $297.61万0.16%14,516 -1,765-10.8% -$36.19万 减仓
TFC TRUIST FINL CORP $297.66万0.16%59,748 -1,212-2.0% -$6.04万 减仓
MBB ISHARES TR $318.34万0.17%33,680 7,21427.3% $68.19万 加仓
STZ CONSTELLATION BRANDS INC $329.99万0.17%23,725 -1,480-5.9% -$20.59万 减仓
PNFP PINNACLE FINL PARTNERS INC $330.21万0.17%32,733 1,1103.5% $11.20万 加仓
NFLX NETFLIX INC. $336.18万0.18%47,084 18,00861.9% $128.58万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $361.58万0.19%7,226 -114-1.6% -$5.70万 减仓
PG PROCTER & GAMBLE CO $362.22万0.19%24,701 -985-3.8% -$14.44万 减仓
NVS NOVARTIS AG $366.24万0.19%23,369 -25-0.1% -$3,918 减仓
CAT CATERPILLAR INC $374.81万0.20%3,520 -192-5.2% -$20.44万 减仓
DXJ WISDOMTREE TR $376.38万0.20%21,691 12,315131.3% $213.69万 加仓
INDA ISHARES TR $389.29万0.21%78,819 -35,615-31.1% -$175.90万 减仓
ETN EATON CORP PLC $390.37万0.21%9,161 3804.3% $16.19万 加仓
DXCM DEXCOM INC $405.25万0.21%60,170 -445-0.7% -$3.00万 减仓
HONA HONEYWELL AEROSPACE INC $413.30万0.22%18,695 18,695— $413.30万 新建仓
HON HONEYWELL INTL INC $427.53万0.23%19,095 -18,829-49.6% -$421.57万 减仓
GS GOLDMAN SACHS GROUP INC $429.07万0.23%4,242 -49-1.1% -$4.96万 减仓
BAC BANK OF AMER CORP $434.26万0.23%76,213 -597-0.8% -$3.40万 减仓
EWJ ISHARES INC $434.70万0.23%46,607 -10,780-18.8% -$100.55万 减仓
DLR DIGITAL RLTY TR INC $442.40万0.23%24,635 -1,571-6.0% -$28.21万 减仓
GLW CORNING INC $453.87万0.24%17,769 -135-0.8% -$3.45万 减仓
IWM ISHARES TR $479.43万0.25%15,957 -667-4.0% -$20.04万 减仓
SCHA SCHWAB STRATEGIC TR $494.47万0.26%136,860 1,7801.3% $6.43万 加仓
INTU INTUIT $499.61万0.26%19,142 -150-0.8% -$3.92万 减仓
INTC INTEL CORP $507.73万0.27%36,363 -1,220-3.2% -$17.03万 减仓
RSP INVESCO EXCHANGE TRADED FD T $508.18万0.27%23,884 1,6637.5% $35.38万 加仓
HCA HCA HEALTHCARE INC $517.41万0.27%13,271 -108-0.8% -$4.21万 减仓
LOW LOWES COS INC $527.62万0.28%23,930 00.0% — 不变
MS MORGAN STANLEY $527.81万0.28%25,249 -10-0.0% -$2,090 减仓
GE GE AEROSPACE $558.99万0.30%14,957 380.3% $1.42万 加仓
C CITIGROUP INC $566.94万0.30%40,507 -202-0.5% -$2.83万 减仓
FCX FREEPORT MCMORAN INC $570.00万0.30%90,634 -660-0.7% -$4.15万 减仓
QCOM QUALCOMM INC $593.36万0.31%32,110 -21,848-40.5% -$403.73万 减仓
NSC NORFOLK SOUTHN CORP $598.79万0.32%19,034 00.0% — 不变
AVGO BROADCOM INC $608.75万0.32%16,115 -390-2.4% -$14.73万 减仓
IVV ISHARES TR $612.37万0.32%8,177 540.7% $4.04万 加仓
ITA ISHARES TR $626.44万0.33%25,841 5,55827.4% $134.74万 加仓
PEP PEPSICO INC $660.02万0.35%48,746 -146-0.3% -$1.98万 减仓
AMAT APPLIED MATLS INC $697.26万0.37%9,644 -220-2.2% -$15.91万 减仓
ORLY OREILLY AUTOMOTIVE INC $703.21万0.37%76,361 8281.1% $7.63万 加仓
AOS SMITH A O CORP $710.60万0.38%113,297 -2,035-1.8% -$12.76万 减仓
XLV SELECT SECTOR SPDR TR $721.11万0.38%45,450 2880.6% $4.57万 加仓
BOND PIMCO ETF TR $737.91万0.39%80,025 2,7003.5% $24.90万 加仓
DUK DUKE ENERGY CORP NEW $750.09万0.40%59,258 -490-0.8% -$6.20万 减仓
GEV GE VERNOVA INC $750.97万0.40%6,392 -25-0.4% -$2.94万 减仓
SHY ISHARES TR $756.73万0.40%92,161 8,80910.6% $72.33万 加仓
CNI CANADIAN NATL RY CO $771.11万0.41%64,669 -275-0.4% -$3.28万 减仓
XLI SELECT SECTOR SPDR TR $831.74万0.44%44,903 8,74324.2% $161.95万 加仓
BA BOEING CO $832.80万0.44%38,472 1,1153.0% $24.14万 加仓
CVX CHEVRON CORPORATION $832.87万0.44%50,245 -510-1.0% -$8.45万 减仓