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
PSX PHILLIPS 66 $298.10万0.18%16,363 -230-1.4% -$4.19万 减仓
XLU SELECT SECTOR SPDR TR $294.13万0.18%64,095 -937-1.4% -$4.30万 减仓
IDV ISHARES TR $291.53万0.18%68,500 43,506174.1% $185.16万 加仓
TFC TRUIST FINL CORP $280.23万0.17%60,960 -41,868-40.7% -$192.47万 减仓
NFLX NETFLIX INC. $279.57万0.17%29,076 2,1688.1% $20.85万 加仓
MA MASTERCARD INCORPORATED $278.73万0.17%5,578 1001.8% $5.00万 加仓
MCD MCDONALDS CORP $274.03万0.17%8,817 -64-0.7% -$1.99万 减仓
PNFP PINNACLE FINL PARTNERS INC $272.40万0.16%31,623 31,623— $272.40万 新建仓
GPIX GOLDMAN SACHS ETF TR $268.46万0.16%53,650 26,00094.0% $130.10万 加仓
RSG REPUBLIC SVCS INC $268.37万0.16%12,253 -90-0.7% -$1.97万 减仓
CAT CATERPILLAR INC $262.96万0.16%3,712 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $261.50万0.16%3,833 00.0% — 不变
EWG ISHARES INC $258.25万0.16%65,100 5,3258.9% $21.12万 加仓
XLE SELECT SECTOR SPDR TR $257.56万0.16%42,045 8422.0% $5.16万 加仓
— SSGA ACTIVE TR $252.17万0.15%92,850 -250-0.3% -$6,790 减仓
MBB ISHARES TR $251.29万0.15%26,466 3,98617.7% $37.85万 加仓
D DOMINION ENERGY INC $251.29万0.15%40,648 3,4919.4% $21.58万 加仓
VUG VANGUARD INDEX FDS $246.74万0.15%5,649 2103.9% $9.17万 加仓
JPST J P MORGAN EXCHANGE TRADED F $245.33万0.15%48,476 -100-0.2% -$5,061 减仓
XLC SELECT SECTOR SPDR TR $244.55万0.15%22,059 -440-2.0% -$4.88万 减仓
GLW CORNING INC $243.44万0.15%17,904 1080.6% $1.47万 加仓
QQQ INVESCO QQQ TR $233.03万0.14%4,037 -216-5.1% -$12.47万 减仓
RF REGIONS FINANCIAL CORP NEW $230.48万0.14%88,240 570.1% $1,489 加仓
IHE ISHARES TR $230.05万0.14%26,540 -215-0.8% -$1.86万 减仓
VMC VULCAN MATLS CO $225.93万0.14%8,297 00.0% — 不变
MMM 3M CO $221.58万0.13%15,257 -200-1.3% -$2.90万 减仓
SO SOUTHERN CO $219.86万0.13%22,779 1,9459.3% $18.77万 加仓
QUAL ISHARES TR $214.00万0.13%11,157 1101.0% $2.11万 加仓
— ANGEL OAK FUNDS TRUST $210.65万0.13%243,245 -1,715-0.7% -$1.49万 减仓
NKE NIKE INC $206.63万0.12%39,119 -6,030-13.4% -$31.85万 减仓
ECL ECOLAB INC $192.20万0.12%7,225 650.9% $1.73万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $186.46万0.11%16,180 1,59110.9% $18.33万 加仓
IYW ISHARES TR $186.37万0.11%10,273 00.0% — 不变
LDUR PIMCO ETF TR $184.64万0.11%19,269 -762-3.8% -$7.30万 减仓
XLF SELECT SECTOR SPDR TR $181.78万0.11%36,821 1,6554.7% $8.17万 加仓
IYC ISHARES TR $181.18万0.11%18,694 -25-0.1% -$2,423 减仓
DAL DELTA AIR LINES INC $180.67万0.11%27,177 -1,164-4.1% -$7.74万 减仓
XYL XYLEM INC $180.21万0.11%15,080 00.0% — 不变
IYG ISHARES TR $175.84万0.11%21,226 00.0% — 不变
LMT LOCKHEED MARTIN CORP $173.51万0.10%2,871 -25-0.9% -$1.51万 减仓
PFE PFIZER INC $166.40万0.10%59,258 1,5772.7% $4.43万 加仓
ZTS ZOETIS INC $165.86万0.10%14,031 -375-2.6% -$4.43万 减仓
INTC INTEL CORP $165.85万0.10%37,583 -100-0.3% -$4,413 减仓
SHV ISHARES TR $165.19万0.10%14,964 00.0% — 不变
DVY ISHARES TR $164.25万0.10%10,848 00.0% — 不变
BILZ PIMCO ETF TR $163.38万0.10%16,181 -383-2.3% -$3.87万 减仓
UNP UNION PAC CORP $162.08万0.10%6,680 -8-0.1% -$1,941 减仓
IBM INTERNATIONAL BUSINESS MACHS $159.46万0.10%6,579 400.6% $9,695 加仓
IWL ISHARES TR $159.02万0.10%9,909 00.0% — 不变
KR KROGER CO $155.01万0.09%21,423 -193-0.9% -$1.40万 减仓
CCJ CAMECO CORP $149.83万0.09%13,795 -490-3.4% -$5.32万 减仓
DXJ WISDOMTREE TR $148.68万0.09%9,376 210.2% $3,330 加仓
PLD PROLOGIS INC. $144.59万0.09%10,939 1061.0% $1.40万 加仓
AXP AMERICAN EXPRESS CO $140.47万0.08%4,644 -84-1.8% -$2.54万 减仓
IUSG ISHARES TR $139.75万0.08%9,010 -600-6.2% -$9.31万 减仓
MTUM ISHARES TR $139.00万0.08%5,792 901.6% $2.16万 加仓
PM PHILIP MORRIS INTL INC $138.33万0.08%8,366 -100-1.2% -$1.65万 减仓
NVO NOVO-NORDISK A S $135.30万0.08%36,815 -738-2.0% -$2.71万 减仓
IWY ISHARES TR $129.92万0.08%5,221 00.0% — 不变
MAR MARRIOTT INTL INC NEW $128.28万0.08%3,922 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $125.33万0.08%2,641 -100-3.6% -$4.75万 减仓
DE DEERE & CO $122.07万0.07%2,167 00.0% — 不变
EMR EMERSON ELEC CO $121.67万0.07%9,286 -160-1.7% -$2.10万 减仓
ORCL ORACLE CORP $119.71万0.07%8,138 -1,406-14.7% -$20.68万 减仓
IWB ISHARES TR $118.70万0.07%3,329 10.0% $357 加仓
LIN LINDE PLC $117.35万0.07%2,367 -100-4.1% -$4.96万 减仓
PWR QUANTA SVCS INC $117.22万0.07%2,135 00.0% — 不变
GM GENERAL MTRS CO $117.18万0.07%15,729 00.0% — 不变
SPHD INVESCO EXCH TRADED FD TR II $116.56万0.07%23,496 1,2505.6% $6.20万 加仓
IMO IMPERIAL OIL LTD $114.47万0.07%8,750 00.0% — 不变
META META PLATFORMS INC $111.82万0.07%1,954 422.2% $2.40万 加仓
PRU PRUDENTIAL FINL INC $111.64万0.07%11,428 -982-7.9% -$9.59万 减仓
IJH ISHARES TR $111.21万0.07%16,469 -35-0.2% -$2,364 减仓
AMGN AMGEN INC $110.71万0.07%3,146 -54-1.7% -$1.90万 减仓
DIS DISNEY WALT CO $109.50万0.07%11,362 1,18511.6% $11.42万 加仓
BMY BRISTOL-MYERS SQUIBB CO $108.32万0.07%17,860 1,5039.2% $9.12万 加仓
MDT MEDTRONIC PLC $108.02万0.07%12,466 -35-0.3% -$3,033 减仓
AWK AMERICAN WTR WKS CO INC NEW $106.84万0.06%7,851 -1,540-16.4% -$20.96万 减仓
ITOT ISHARES TR $106.82万0.06%7,500 00.0% — 不变
LULU LULULEMON ATHLETICA INC $106.76万0.06%6,973 -515-6.9% -$7.88万 减仓
CARR CARRIER GLOBAL CORPORATION $104.88万0.06%18,626 6503.6% $3.66万 加仓
ADP AUTOMATIC DATA PROCESSING IN $101.16万0.06%4,979 -150-2.9% -$3.05万 减仓
VZ VERIZON COMMUNICATIONS INC $100.46万0.06%20,012 -512-2.5% -$2.57万 减仓
RY ROYAL BK CDA $98.36万0.06%6,080 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $97.61万0.06%4,539 30.1% $645 加仓
HDV ISHARES TR $95.12万0.06%7,009 -363-4.9% -$4.93万 减仓
KMB KIMBERLY-CLARK CORP $94.54万0.06%9,799 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $92.97万0.06%2,751 -100-3.5% -$3.38万 减仓
MO ALTRIA GROUP INC $92.28万0.06%13,984 1,0858.4% $7.16万 加仓
WSM WILLIAMS SONOMA INC $91.90万0.06%5,040 00.0% — 不变
IWR ISHARES TR $91.40万0.06%9,400 00.0% — 不变
ULTA ULTA BEAUTY INC $90.69万0.05%1,735 -25-1.4% -$1.31万 减仓
TSLA TESLA INC $89.83万0.05%2,417 -47-1.9% -$1.75万 减仓
SPLV INVESCO EXCH TRADED FD TR II $86.87万0.05%11,877 10.0% $73 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $86.71万0.05%12,182 -192-1.6% -$1.37万 减仓
WMB WILLIAMS COS INC $85.79万0.05%11,787 00.0% — 不变
TMUS T-MOBILE US INC $84.79万0.05%4,037 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER $83.86万0.05%11,275 -1,975-14.9% -$14.69万 减仓
IWV ISHARES TR $83.29万0.05%2,247 00.0% — 不变
— ELECTRONIC ARTS INC $83.22万0.05%4,082 -100-2.4% -$2.04万 减仓