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 |
|---|---|---|---|---|---|---|---|---|
| IYY | ISHARES TR | $80.92万 | 0.05% | 5,107 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $80.90万 | 0.05% | 11,077 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $79.27万 | 0.05% | 2,729 | -98 | -3.5% | -$2.85万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $79.25万 | 0.05% | 2,880 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $78.38万 | 0.05% | 17,329 | -16,921 | -49.4% | -$76.53万 | 减仓 |
| SUB | ISHARES TR | $78.17万 | 0.05% | 7,340 | -100 | -1.3% | -$1.06万 | 减仓 |
| IAU | ISHARES GOLD TR | $75.60万 | 0.05% | 8,575 | -650 | -7.0% | -$5.73万 | 减仓 |
| SMH | VANECK ETF TRUST | $75.23万 | 0.05% | 1,962 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC | $74.84万 | 0.05% | 50,500 | -12,500 | -19.8% | -$18.52万 | 减仓 |
| SEIC | SEI INVTS CO | $73.76万 | 0.04% | 9,400 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $71.92万 | 0.04% | 3,450 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $71.38万 | 0.04% | 8,966 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $70.10万 | 0.04% | 5,784 | -140 | -2.4% | -$1.70万 | 减仓 |
| XBI | SPDR SERIES TRUST | $69.93万 | 0.04% | 5,475 | -351 | -6.0% | -$4.48万 | 减仓 |
| VGT | VANGUARD WORLD FD | $68.66万 | 0.04% | 984 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $68.13万 | 0.04% | 1,985 | 1 | 0.1% | $343 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $66.86万 | 0.04% | 19,941 | -37 | -0.2% | -$1,241 | 减仓 |
| SPYG | SPDR SERIES TRUST | $66.70万 | 0.04% | 6,813 | 6,813 | — | $66.70万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $66.62万 | 0.04% | 2,077 | -28 | -1.3% | -$8,981 | 减仓 |
| IYJ | ISHARES TR | $66.54万 | 0.04% | 4,510 | 420 | 10.3% | $6.20万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $64.51万 | 0.04% | 15,799 | -300 | -1.9% | -$1.22万 | 减仓 |
| IWF | ISHARES TR | $63.66万 | 0.04% | 1,493 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $62.57万 | 0.04% | 6,747 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $61.88万 | 0.04% | 20,169 | 205 | 1.0% | $6,289 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $61.11万 | 0.04% | 15,907 | -10,759 | -40.3% | -$41.34万 | 减仓 |
| IEF | ISHARES TR | $61.05万 | 0.04% | 6,397 | 239 | 3.9% | $2.28万 | 加仓 |
| ENB | ENBRIDGE INC | $59.73万 | 0.04% | 11,033 | 430 | 4.1% | $2.33万 | 加仓 |
| ILCG | ISHARES TR | $59.41万 | 0.04% | 6,222 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $59.34万 | 0.04% | 3,038 | -1,075 | -26.1% | -$21.00万 | 减仓 |
| IJR | ISHARES TR | $57.51万 | 0.03% | 4,627 | -126 | -2.7% | -$1.57万 | 减仓 |
| AMLP | ALPS ETF TR | $54.98万 | 0.03% | 10,444 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $54.85万 | 0.03% | 6,435 | -57 | -0.9% | -$4,858 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $54.76万 | 0.03% | 14,471 | 114 | 0.8% | $4,314 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $53.77万 | 0.03% | 48,267 | 3,966 | 9.0% | $4.42万 | 加仓 |
| CACI | CACI INTL INC | $51.94万 | 0.03% | 955 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $50.61万 | 0.03% | 10,450 | 115 | 1.1% | $5,569 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.55万 | 0.03% | 19,326 | 217 | 1.1% | $5,564 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $48.55万 | 0.03% | 10,760 | -308 | -2.8% | -$1.39万 | 减仓 |
| IAT | ISHARES TR | $48.29万 | 0.03% | 8,970 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $47.99万 | 0.03% | 5,160 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $47.72万 | 0.03% | 5,047 | 800 | 18.8% | $7.56万 | 加仓 |
| IVW | ISHARES TR | $47.40万 | 0.03% | 4,191 | -100 | -2.3% | -$1.13万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $47.36万 | 0.03% | 16,496 | -2,251 | -12.0% | -$6.46万 | 减仓 |
| T | AT&T INC | $47.00万 | 0.03% | 16,213 | -207 | -1.3% | -$6,001 | 减仓 |
| IEMG | ISHARES INC | $46.36万 | 0.03% | 6,646 | 229 | 3.6% | $1.60万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $46.03万 | 0.03% | 1,648 | 65 | 4.1% | $1.82万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $45.55万 | 0.03% | 5,981 | -1,449 | -19.5% | -$11.04万 | 减仓 |
| VHT | VANGUARD WORLD FD | $45.50万 | 0.03% | 1,671 | 1 | 0.1% | $272 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $44.43万 | 0.03% | 1,523 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $44.22万 | 0.03% | 4,885 | 24 | 0.5% | $2,173 | 加仓 |
| VO | VANGUARD INDEX FDS | $44.00万 | 0.03% | 1,532 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $43.58万 | 0.03% | 17,837 | -5,710 | -24.2% | -$13.95万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $43.24万 | 0.03% | 2,204 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $43.10万 | 0.03% | 1,744 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $42.78万 | 0.03% | 7,422 | -278 | -3.6% | -$1.60万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $42.68万 | 0.03% | 14,652 | 881 | 6.4% | $2.57万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $41.82万 | 0.03% | 15,017 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $41.74万 | 0.03% | 4,204 | -1,381 | -24.7% | -$13.71万 | 减仓 |
| MHK | MOHAWK INDS INC | $41.73万 | 0.03% | 4,238 | -75 | -1.7% | -$7,384 | 减仓 |
| IUSV | ISHARES TR | $41.62万 | 0.03% | 4,070 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $41.36万 | 0.02% | 3,770 | -14 | -0.4% | -$1,536 | 减仓 |
| IWN | ISHARES TR | $40.79万 | 0.02% | 2,152 | 100 | 4.9% | $1.90万 | 加仓 |
| IYT | ISHARES TR | $40.28万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $40.11万 | 0.02% | 866 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $40.11万 | 0.02% | 2,318 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $38.52万 | 0.02% | 2,232 | -42 | -1.8% | -$7,248 | 减仓 |
| EEM | ISHARES TR | $38.42万 | 0.02% | 6,766 | 206 | 3.1% | $1.17万 | 加仓 |
| PTLC | PACER FDS TR | $38.27万 | 0.02% | 7,295 | 0 | 0.0% | — | 不变 |
| IEZ | ISHARES TR | $37.61万 | 0.02% | 12,990 | -1,030 | -7.3% | -$2.98万 | 减仓 |
| COKE | COCA COLA CONS INC | $37.54万 | 0.02% | 1,958 | -26 | -1.3% | -$4,984 | 减仓 |
| SBUX | STARBUCKS CORP | $36.61万 | 0.02% | 4,086 | -73 | -1.8% | -$6,540 | 减仓 |
| CSGP | COSTAR GROUP INC | $35.29万 | 0.02% | 8,747 | 2,444 | 38.8% | $9.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.20万 | 0.02% | 2,406 | 167 | 7.5% | $2.44万 | 加仓 |
| PFF | ISHARES TR | $34.99万 | 0.02% | 11,541 | -715 | -5.8% | -$2.17万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $34.91万 | 0.02% | 2,357 | 38 | 1.6% | $5,627 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $33.69万 | 0.02% | 5,610 | -525 | -8.6% | -$3.15万 | 减仓 |
| SOXX | ISHARES TR | $33.69万 | 0.02% | 1,025 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $33.33万 | 0.02% | 2,284 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.08万 | 0.02% | 6,120 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $33.07万 | 0.02% | 4,395 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $32.85万 | 0.02% | 2,950 | 839 | 39.7% | $9.34万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $31.51万 | 0.02% | 2,328 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $31.44万 | 0.02% | 1,702 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $31.39万 | 0.02% | 12,683 | 408 | 3.3% | $1.01万 | 加仓 |
| DOW | DOW HLDGS INC | $31.12万 | 0.02% | 7,473 | 7,473 | — | $31.12万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $30.61万 | 0.02% | 13,497 | 89 | 0.7% | $2,019 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.57万 | 0.02% | 622 | -4 | -0.6% | -$1,966 | 减仓 |
| GIS | GENERAL MILLS INC | $30.54万 | 0.02% | 8,206 | -112 | -1.3% | -$4,169 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $30.18万 | 0.02% | 3,915 | -95 | -2.4% | -$7,323 | 减仓 |
| VIS | VANGUARD WORLD FD | $29.82万 | 0.02% | 955 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $29.60万 | 0.02% | 6,305 | 106 | 1.7% | $4,977 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $29.28万 | 0.02% | 12,298 | -500 | -3.9% | -$1.19万 | 减仓 |
| NUE | NUCOR CORP | $28.71万 | 0.02% | 1,698 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $28.40万 | 0.02% | 1,279 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $28.38万 | 0.02% | 1,555 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $27.73万 | 0.02% | 11,133 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $26.68万 | 0.02% | 1,448 | -50 | -3.3% | -$9,214 | 减仓 |
| LRCX | LAM RESEARCH CORP | $26.49万 | 0.02% | 1,240 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $26.36万 | 0.02% | 2,862 | -375 | -11.6% | -$3.45万 | 减仓 |