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
BRK/B BERKSHIRE HATHAWAY INC DEL $361.58万0.19%7,226 -114-1.6% -$5.70万 减仓
NFLX NETFLIX INC. $336.18万0.18%47,084 18,00861.9% $128.58万 加仓
PNFP PINNACLE FINL PARTNERS INC $330.21万0.17%32,733 1,1103.5% $11.20万 加仓
STZ CONSTELLATION BRANDS INC $329.99万0.17%23,725 -1,480-5.9% -$20.59万 减仓
MBB ISHARES TR $318.34万0.17%33,680 7,21427.3% $68.19万 加仓
TFC TRUIST FINL CORP $297.66万0.16%59,748 -1,212-2.0% -$6.04万 减仓
ADBE ADOBE INC $297.61万0.16%14,516 -1,765-10.8% -$36.19万 减仓
IDV ISHARES TR $296.67万0.16%71,608 3,1084.5% $12.88万 加仓
VUG VANGUARD INDEX FDS $293.05万0.16%34,020 1260.4% $1.09万 加仓
XLU SELECT SECTOR SPDR TR $292.96万0.16%64,614 5190.8% $2.35万 加仓
MA MASTERCARD INCORPORATED $285.48万0.15%5,558 -20-0.4% -$1.03万 减仓
D DOMINION ENERGY INC $281.01万0.15%41,149 5011.2% $3.42万 加仓
PSX PHILLIPS 66 $279.91万0.15%16,558 1951.2% $3.30万 加仓
QQQ INVESCO QQQ TR $278.63万0.15%3,784 -253-6.3% -$18.63万 减仓
RF REGIONS FINANCIAL CORP NEW $271.39万0.14%89,865 1,6251.8% $4.91万 加仓
EWG ISHARES INC $265.95万0.14%64,285 -815-1.3% -$3.37万 减仓
FDX FEDEX CORP $263.92万0.14%8,428 -159-1.9% -$4.98万 减仓
RSG REPUBLIC SVCS INC $261.09万0.14%12,253 00.0% — 不变
XLE SELECT SECTOR SPDR TR $260.64万0.14%49,076 7,03116.7% $37.34万 加仓
IYW ISHARES TR $259.12万0.14%10,273 00.0% — 不变
DAL DELTA AIR LINES INC $254.54万0.13%27,177 00.0% — 不变
— SSGA ACTIVE TR $253.85万0.13%92,850 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $247.80万0.13%49,001 5251.1% $2.65万 加仓
MMM 3M CO $246.70万0.13%15,237 -20-0.1% -$3,238 减仓
IHE ISHARES TR $245.69万0.13%24,815 -1,725-6.5% -$17.08万 减仓
QUAL ISHARES TR $244.82万0.13%11,157 00.0% — 不变
VMC VULCAN MATLS CO $244.77万0.13%8,297 00.0% — 不变
EQWL INVESCO EXCHANGE TRADED FD T $240.75万0.13%18,660 2,48015.3% $32.00万 加仓
XLC SELECT SECTOR SPDR TR $238.30万0.13%22,244 1850.8% $1.98万 加仓
GPIX GOLDMAN SACHS ETF TR $227.20万0.12%40,885 -12,765-23.8% -$70.94万 减仓
MCD MCDONALDS CORP $224.99万0.12%8,323 -494-5.6% -$13.35万 减仓
SO SOUTHERN CO $218.23万0.12%22,801 220.1% $2,106 加仓
— ANGEL OAK FUNDS TRUST $208.48万0.11%241,577 -1,668-0.7% -$1.44万 减仓
ECL ECOLAB INC $206.59万0.11%7,415 1902.6% $5.29万 加仓
NOC NORTHROP GRUMMAN CORP $204.64万0.11%4,018 1854.8% $9.42万 加仓
MTUM ISHARES TR $198.57万0.11%5,792 00.0% — 不变
LDUR PIMCO ETF TR $195.42万0.10%20,439 1,1706.1% $11.19万 加仓
XLF SELECT SECTOR SPDR TR $193.38万0.10%36,071 -750-2.0% -$4.02万 减仓
IYG ISHARES TR $191.58万0.10%21,176 -50-0.2% -$4,524 减仓
IYC ISHARES TR $188.19万0.10%18,614 -80-0.4% -$8,088 减仓
IWL ISHARES TR $183.27万0.10%9,909 00.0% — 不变
UNP UNION PAC CORP $181.70万0.10%6,680 00.0% — 不变
XYL XYLEM INC $177.08万0.09%14,980 -100-0.7% -$1.18万 减仓
IBM INTERNATIONAL BUSINESS MACHS $175.15万0.09%6,229 -350-5.3% -$9.84万 减仓
IUSG ISHARES TR $169.47万0.09%9,010 00.0% — 不变
DVY ISHARES TR $169.17万0.09%10,823 -25-0.2% -$3,908 减仓
BILZ PIMCO ETF TR $162.35万0.09%16,085 -96-0.6% -$9,689 减仓
AXP AMERICAN EXPRESS CO $157.09万0.08%4,644 00.0% — 不变
IWY ISHARES TR $151.73万0.08%5,221 00.0% — 不变
PM PHILIP MORRIS INTL INC $151.36万0.08%8,366 00.0% — 不变
SHV ISHARES TR $148.58万0.08%13,464 -1,500-10.0% -$16.55万 减仓
LMT LOCKHEED MARTIN CORP $147.57万0.08%2,897 260.9% $1.32万 加仓
PLD PROLOGIS INC. $146.38万0.08%10,805 -134-1.2% -$1.82万 减仓
CCJ CAMECO CORP $145.56万0.08%14,290 4953.6% $5.04万 加仓
MAR MARRIOTT INTL INC NEW $145.35万0.08%3,922 00.0% — 不变
PFE PFIZER INC $138.22万0.07%57,400 -1,858-3.1% -$4.47万 减仓
CARR CARRIER GLOBAL CORPORATION $136.62万0.07%18,626 00.0% — 不变
IWB ISHARES TR $136.32万0.07%3,329 00.0% — 不变
DE DEERE & CO $136.06万0.07%2,145 -22-1.0% -$1.40万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $129.61万0.07%2,714 -37-1.3% -$1.77万 减仓
SMH VANECK ETF TRUST $127.71万0.07%1,947 -15-0.8% -$9,839 减仓
IJH ISHARES TR $126.99万0.07%16,469 00.0% — 不变
RY ROYAL BK CDA $125.84万0.07%6,080 00.0% — 不变
EMR EMERSON ELEC CO $125.34万0.07%8,756 -530-5.7% -$7.59万 减仓
ITOT ISHARES TR $123.20万0.07%7,500 00.0% — 不变
LIN LINDE PLC $122.57万0.06%2,362 -5-0.2% -$2,595 减仓
GM GENERAL MTRS CO $121.25万0.06%15,731 20.0% $154 加仓
SPHD INVESCO EXCH TRADED FD TR II $119.45万0.06%23,496 00.0% — 不变
VTI VANGUARD INDEX FDS $118.78万0.06%3,210 1,13354.5% $41.92万 加仓
KR KROGER CO $118.75万0.06%21,384 -39-0.2% -$2,166 减仓
VIG VANGUARD SPECIALIZED FUNDS $117.84万0.06%4,980 4419.7% $10.44万 加仓
WSM WILLIAMS SONOMA INC $117.49万0.06%5,040 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $115.58万0.06%2,641 00.0% — 不变
PRU PRUDENTIAL FINL INC $113.80万0.06%10,544 -884-7.7% -$9.54万 减仓
AMGN AMGEN INC $112.96万0.06%3,119 -27-0.9% -$9,779 减仓
ADP AUTOMATIC DATA PROCESSING IN $111.28万0.06%4,969 -10-0.2% -$2,240 减仓
ORCL ORACLE CORP $111.22万0.06%7,589 -549-6.7% -$8.05万 减仓
META META PLATFORMS INC $108.40万0.06%1,924 -30-1.5% -$1.69万 减仓
DIS DISNEY WALT CO $105.22万0.06%10,932 -430-3.8% -$4.14万 减仓
NKE NIKE INC $104.81万0.06%25,532 -13,587-34.7% -$55.77万 减仓
KMB KIMBERLY-CLARK CORP $104.00万0.06%9,474 -325-3.3% -$3.57万 减仓
IWR ISHARES TR $103.70万0.05%9,400 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $102.84万0.05%7,816 -35-0.4% -$4,605 减仓
BMY BRISTOL-MYERS SQUIBB CO $100.72万0.05%17,480 -380-2.1% -$2.19万 减仓
TSLA TESLA INC $99.87万0.05%2,375 -42-1.7% -$1.77万 减仓
MO ALTRIA GROUP INC $99.18万0.05%13,784 -200-1.4% -$1.44万 减仓
UNM UNUM GROUP $98.80万0.05%11,052 -25-0.2% -$2,235 减仓
IMO IMPERIAL OIL LTD $98.02万0.05%8,750 00.0% — 不变
HDV ISHARES TR $96.06万0.05%35,045 00.0% — 不变
IWV ISHARES TR $95.81万0.05%2,247 00.0% — 不变
VGT VANGUARD WORLD FD $94.09万0.05%7,872 00.0% — 不变
ZTS ZOETIS INC $93.43万0.05%13,001 -1,030-7.3% -$7.40万 减仓
IYY ISHARES TR $93.09万0.05%5,107 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $91.45万0.05%2,880 00.0% — 不变
XBI SPDR SERIES TRUST $89.33万0.05%5,645 1703.1% $2.69万 加仓
SPLV INVESCO EXCH TRADED FD TR II $88.22万0.05%11,778 -99-0.8% -$7,415 减仓
CMDT PIMCO ETF TR $87.79万0.05%28,625 28,625— $87.79万 新建仓
WMB WILLIAMS COS INC $87.62万0.05%11,787 00.0% — 不变
NVO NOVO-NORDISK A S $87.59万0.05%18,270 -18,545-50.4% -$88.90万 减仓
GNRC GENERAC HLDGS INC $87.40万0.05%2,985 -53-1.7% -$1.55万 减仓