PATTEN & PATTEN INC/TN
CHATTANOOGA TN · SEC CIK 0001044905
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | $910.66万 | 0.55% | 76,784 | 15,589 | 25.5% | $184.89万 | 加仓 |
| TXN | TEXAS INSTRS INC | $914.59万 | 0.55% | 47,110 | -2,304 | -4.7% | -$44.73万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,028.97万 | 0.62% | 109,488 | 3,052 | 2.9% | $28.68万 | 加仓 |
| NGVT | INGEVITY CORP | $1,043.01万 | 0.63% | 146,429 | -784 | -0.5% | -$5.58万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,050.11万 | 0.63% | 50,755 | -199 | -0.4% | -$4.12万 | 减仓 |
| PHM | PULTE GROUP INC | $1,080.69万 | 0.65% | 91,888 | -4,709 | -4.9% | -$55.38万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $1,109.68万 | 0.67% | 272,380 | 19,840 | 7.9% | $80.83万 | 加仓 |
| MRK | MERCK & CO INC | $1,203.74万 | 0.73% | 100,070 | -1,355 | -1.3% | -$16.30万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,217.39万 | 0.73% | 44,990 | -3,031 | -6.3% | -$82.02万 | 减仓 |
| AMZN | AMAZON COM INC | $1,240.86万 | 0.75% | 59,579 | 12,886 | 27.6% | $268.38万 | 加仓 |
| KRE | SPDR SERIES TRUST | $1,290.03万 | 0.78% | 198,009 | 4,971 | 2.6% | $32.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,295.47万 | 0.78% | 139,478 | -2,177 | -1.5% | -$20.22万 | 减仓 |
| KO | COCA COLA CO | $1,307.54万 | 0.79% | 171,931 | 555 | 0.3% | $4.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,316.28万 | 0.79% | 22,028 | 647 | 3.0% | $38.66万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $1,321.57万 | 0.80% | 267,037 | 21,693 | 8.8% | $107.36万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,354.67万 | 0.82% | 211,965 | -32,106 | -13.2% | -$205.19万 | 减仓 |
| IYF | ISHARES TR | $1,375.95万 | 0.83% | 116,943 | -339 | -0.3% | -$3.99万 | 减仓 |
| HEDJ | WISDOMTREE TR | $1,376.49万 | 0.83% | 263,192 | 580 | 0.2% | $3.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,393.19万 | 0.84% | 21,423 | 204 | 1.0% | $13.27万 | 加仓 |
| LLY | ELI LILLY & CO | $1,401.55万 | 0.85% | 15,238 | -126 | -0.8% | -$11.59万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,405.72万 | 0.85% | 136,916 | -3,602 | -2.6% | -$36.98万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $1,424.84万 | 0.86% | 195,854 | -67 | -0.0% | -$4,874 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1,512.65万 | 0.91% | 333,919 | -4,097 | -1.2% | -$18.56万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,537.36万 | 0.93% | 65,046 | 2,105 | 3.3% | $49.75万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,564.77万 | 0.94% | 276,071 | -26,627 | -8.8% | -$150.92万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,668.45万 | 1.01% | 210,476 | 2,700 | 1.3% | $21.40万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $1,860.49万 | 1.12% | 368,049 | -2,265 | -0.6% | -$11.45万 | 减仓 |
| GLD | SPDR GOLD TR | $1,905.67万 | 1.15% | 44,288 | 7,447 | 20.2% | $320.44万 | 加仓 |
| OEF | ISHARES TR | $1,975.88万 | 1.19% | 62,121 | -779 | -1.2% | -$24.78万 | 减仓 |
| GOOG | ALPHABET INC | $2,141.58万 | 1.29% | 74,656 | -2,267 | -2.9% | -$65.03万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $2,149.09万 | 1.30% | 86,281 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $2,160.72万 | 1.30% | 21,685 | -325 | -1.5% | -$32.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,184.78万 | 1.32% | 89,379 | 904 | 1.0% | $22.10万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,254.17万 | 1.36% | 170,770 | -5,578 | -3.2% | -$73.63万 | 减仓 |
| TJX | TJX COS INC NEW | $2,277.66万 | 1.37% | 142,621 | -2,664 | -1.8% | -$42.54万 | 减仓 |
| — | EXXON MOBIL CORP | $2,406.98万 | 1.45% | 141,871 | 3,930 | 2.8% | $66.68万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2,660.94万 | 1.61% | 134,228 | -4,302 | -3.1% | -$85.28万 | 减仓 |
| WMT | WALMART INC | $2,715.01万 | 1.64% | 218,459 | -7,983 | -3.5% | -$99.21万 | 减仓 |
| RTX | RTX CORPORATION | $2,847.84万 | 1.72% | 147,633 | -212 | -0.1% | -$4.09万 | 减仓 |
| V | VISA INC | $2,966.41万 | 1.79% | 98,147 | -540 | -0.5% | -$16.32万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $3,085.04万 | 1.86% | 774,162 | -1,568 | -0.2% | -$6.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,442.07万 | 2.08% | 117,013 | -2,663 | -2.2% | -$78.34万 | 减仓 |
| ABBV | ABBVIE INC | $3,489.49万 | 2.11% | 160,444 | -2,411 | -1.5% | -$52.44万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4,907.13万 | 2.96% | 838,252 | 22,035 | 2.7% | $128.99万 | 加仓 |
| IXN | ISHARES TR | $5,430.84万 | 3.28% | 543,247 | -2,002 | -0.4% | -$20.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,530.84万 | 3.34% | 149,414 | -1,267 | -0.8% | -$46.90万 | 减仓 |
| GOOGL | ALPHABET INC | $5,787.31万 | 3.49% | 201,256 | -3,301 | -1.6% | -$94.92万 | 减仓 |
| AAPL | APPLE INC | $1.58亿 | 9.52% | 621,500 | -16,718 | -2.6% | -$424.29万 | 减仓 |