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
— PINNACLE FINL PARTNERS INC $00.00%0 -31,693-100.0% -$302.38万 清仓
— EXACT SCIENCES CORP $00.00%0 -25,713-100.0% -$261.14万 清仓
MBLY MOBILEYE GLOBAL INC $00.00%0 -54,960-100.0% -$57.38万 清仓
DOCU DOCUSIGN INC $00.00%0 -3,971-100.0% -$27.16万 清仓
— ISHARES ETHEREUM TR $00.00%0 -10,945-100.0% -$24.55万 清仓
DG DOLLAR GEN CORP NEW $00.00%0 -1,730-100.0% -$22.97万 清仓
IHI ISHARES TR $00.00%0 -3,695-100.0% -$22.96万 清仓
MUB ISHARES TR $00.00%0 -2,140-100.0% -$22.92万 清仓
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
IUSB ISHARES TR $00.00%0 -4,317-100.0% -$20.09万 清仓
PK PARK HOTELS & RESORTS INC $12.77万0.01%12,125 00.0% — 不变
NOK NOKIA CORP $14.59万0.01%18,150 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $19.41万0.01%12,400 3502.9% $5,478 加仓
ITW ILLINOIS TOOL WKS INC $20.05万0.01%770 -51-6.2% -$1.33万 重新持有
XAR SPDR SERIES TRUST $20.17万0.01%794 -108-12.0% -$2.74万 重新持有
SNY SANOFI SA $20.39万0.01%4,232 00.0% — 不变
IYH ISHARES TR $20.96万0.01%3,400 00.0% — 不变
PTY PIMCO CORPORATE & INCOME OPP $21.07万0.01%17,469 4732.8% $5,704 加仓
ZIM ZIM INTEGRATED SHIPPING SERV $21.08万0.01%8,000 8,000— $21.08万 新建仓
XCHYX CALAMOS CONV & HIGH INCOME F $21.44万0.01%19,687 4912.6% $5,347 加仓
SLV ISHARES SILVER TR $21.58万0.01%3,167 -350-10.0% -$2.38万 减仓
IXC ISHARES TR $21.87万0.01%3,797 3,797— $21.87万 新建仓
IVE ISHARES TR $22.13万0.01%1,048 00.0% — 不变
BDX BECTON DICKINSON & CO $22.47万0.01%1,429 00.0% — 不变
BX BLACKSTONE INC $22.48万0.01%1,955 -551-22.0% -$6.34万 减仓
ALL ALLSTATE CORP $22.79万0.01%1,099 -50-4.4% -$1.04万 减仓
BND VANGUARD BD INDEX FDS $22.81万0.01%3,097 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $22.82万0.01%370 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $23.63万0.01%7,287 00.0% — 不变
SYK STRYKER CORPORATION $23.76万0.01%723 00.0% — 不变
— HOLOGIC INC $23.90万0.01%3,162 -300-8.7% -$2.27万 减仓
ACWV ISHARES INC $24.12万0.01%2,018 00.0% — 不变
SNPS SYNOPSYS INC $24.15万0.01%609 15935.3% $6.30万 加仓
XYLD GLOBAL X FDS $24.21万0.01%6,187 1392.3% $5,439 加仓
VFH VANGUARD WORLD FD $24.23万0.01%2,006 00.0% — 不变
IWD ISHARES TR $24.25万0.01%1,135 -14-1.2% -$2,991 减仓
WM WASTE MGMT INC DEL $24.36万0.01%1,060 -82-7.2% -$1.88万 减仓
SPGI S&P GLOBAL INC $24.37万0.01%573 00.0% — 不变
EXC EXELON CORP $24.63万0.01%5,024 00.0% — 不变
BLK BLACKROCK INC $24.72万0.01%257 00.0% — 不变
VPU VANGUARD WORLD FD $24.78万0.01%1,251 00.0% — 不变
IYK ISHARES TR $24.94万0.02%3,562 00.0% — 不变
SLB SLB LIMITED $25.24万0.02%4,912 -385-7.3% -$1.98万 减仓
IWO ISHARES TR $25.26万0.02%805 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $25.48万0.02%5,208 00.0% — 不变
FTLS FIRST TR EXCH TRADED FD III $25.52万0.02%3,627 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $25.86万0.02%10,305 -550-5.1% -$1.38万 减仓
UCB UNITED CMNTY BKS BLAIRSVLE G $26.03万0.02%8,266 00.0% — 不变
PAYX PAYCHEX INC $26.36万0.02%2,862 -375-11.6% -$3.45万 减仓
LRCX LAM RESEARCH CORP $26.49万0.02%1,240 00.0% — 不变
VOE VANGUARD INDEX FDS $26.68万0.02%1,448 -50-3.3% -$9,214 减仓
SCHR SCHWAB STRATEGIC TR $27.73万0.02%11,133 00.0% — 不变
COF CAPITAL ONE FINL CORP $28.38万0.02%1,555 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $28.40万0.02%1,279 00.0% — 不变
NUE NUCOR CORP $28.71万0.02%1,698 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $29.28万0.02%12,298 -500-3.9% -$1.19万 减仓
VMBS VANGUARD SCOTTSDALE FDS $29.60万0.02%6,305 1061.7% $4,977 加仓
VIS VANGUARD WORLD FD $29.82万0.02%955 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $30.18万0.02%3,915 -95-2.4% -$7,323 减仓
GIS GENERAL MILLS INC $30.54万0.02%8,206 -112-1.3% -$4,169 减仓
TMO THERMO FISHER SCIENTIFIC INC $30.57万0.02%622 -4-0.6% -$1,966 减仓
SCHI SCHWAB STRATEGIC TR $30.61万0.02%13,497 890.7% $2,019 加仓
DOW DOW HLDGS INC $31.12万0.02%7,473 7,473— $31.12万 新建仓
SCHF SCHWAB STRATEGIC TR $31.39万0.02%12,683 4083.3% $1.01万 加仓
ATO ATMOS ENERGY CORP $31.44万0.02%1,702 00.0% — 不变
BMO BANK MONTREAL MEDIUM $31.51万0.02%2,328 00.0% — 不变
EFG ISHARES TR $32.85万0.02%2,950 83939.7% $9.34万 加仓
AIG AMERICAN INTL GROUP INC $33.07万0.02%4,395 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $33.08万0.02%6,120 00.0% — 不变
SDY SPDR SERIES TRUST $33.33万0.02%2,284 00.0% — 不变
SOXX ISHARES TR $33.69万0.02%1,025 00.0% — 不变
DLB DOLBY LABORATORIES INC $33.69万0.02%5,610 -525-8.6% -$3.15万 减仓
VYM VANGUARD WHITEHALL FDS $34.91万0.02%2,357 381.6% $5,627 加仓
PFF ISHARES TR $34.99万0.02%11,541 -715-5.8% -$2.17万 减仓
PLTR PALANTIR TECHNOLOGIES INC $35.20万0.02%2,406 1677.5% $2.44万 加仓
CSGP COSTAR GROUP INC $35.29万0.02%8,747 2,44438.8% $9.86万 加仓
SBUX STARBUCKS CORP $36.61万0.02%4,086 -73-1.8% -$6,540 减仓
COKE COCA COLA CONS INC $37.54万0.02%1,958 -26-1.3% -$4,984 减仓
IEZ ISHARES TR $37.61万0.02%12,990 -1,030-7.3% -$2.98万 减仓
PTLC PACER FDS TR $38.27万0.02%7,295 00.0% — 不变
EEM ISHARES TR $38.42万0.02%6,766 2063.1% $1.17万 加仓
AMT AMERICAN TOWER CORP $38.52万0.02%2,232 -42-1.8% -$7,248 减仓
VDE VANGUARD WORLD FD $40.11万0.02%2,318 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $40.11万0.02%866 00.0% — 不变
IYT ISHARES TR $40.28万0.02%5,400 00.0% — 不变
IWN ISHARES TR $40.79万0.02%2,152 1004.9% $1.90万 加仓
AFL AFLAC INC $41.36万0.02%3,770 -14-0.4% -$1,536 减仓
IUSV ISHARES TR $41.62万0.03%4,070 00.0% — 不变
MHK MOHAWK INDS INC $41.73万0.03%4,238 -75-1.7% -$7,384 减仓
AGG ISHARES TR $41.74万0.03%4,204 -1,381-24.7% -$13.71万 减仓
FNDX SCHWAB STRATEGIC TR $41.82万0.03%15,017 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $42.68万0.03%14,652 8816.4% $2.57万 加仓
MDLZ MONDELEZ INTL INC $42.78万0.03%7,422 -278-3.6% -$1.60万 减仓
VLO VALERO ENERGY CORP $43.10万0.03%1,744 00.0% — 不变
VTV VANGUARD INDEX FDS $43.24万0.03%2,204 00.0% — 不变
WY WEYERHAEUSER CO $43.58万0.03%17,837 -5,710-24.2% -$13.95万 减仓
VO VANGUARD INDEX FDS $44.00万0.03%1,532 00.0% — 不变
IEFA ISHARES TR $44.22万0.03%4,885 240.5% $2,173 加仓
TRV TRAVELERS COMPANIES INC $44.43万0.03%1,523 00.0% — 不变
VHT VANGUARD WORLD FD $45.50万0.03%1,671 10.1% $272 加仓