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
— ELECTRONIC ARTS INC $83.70万0.04%4,082 00.0% — 不变
SEIC SEI INVTS CO $82.45万0.04%9,400 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $81.53万0.04%19,256 -756-3.8% -$3.20万 减仓
APD AIR PRODUCTS AND CHEMICALS I $79.33万0.04%2,706 -23-0.8% -$6,743 减仓
AUPH AURINIA PHARMACEUTICALS INC $79.13万0.04%46,630 -3,870-7.7% -$6.57万 减仓
MDT MEDTRONIC PLC $77.96万0.04%9,966 -2,500-20.1% -$19.56万 减仓
DOV DOVER CORP $77.38万0.04%3,450 00.0% — 不变
ULTA ULTA BEAUTY INC $77.12万0.04%1,710 -25-1.4% -$1.13万 减仓
TMUS T-MOBILE US INC $76.50万0.04%4,561 52413.0% $8.79万 加仓
TGT TARGET CORP $75.54万0.04%5,784 00.0% — 不变
IYJ ISHARES TR $75.16万0.04%4,510 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.04%1 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $74.57万0.04%11,649 -533-4.4% -$3.41万 减仓
IWF ISHARES TR $74.15万0.04%5,972 00.0% — 不变
SUB ISHARES TR $73.36万0.04%6,890 -450-6.1% -$4.79万 减仓
LULU LULULEMON ATHLETICA INC $72.94万0.04%6,388 -585-8.4% -$6.68万 减仓
WFC WELLS FARGO & CO $72.94万0.04%8,826 -140-1.6% -$1.16万 减仓
ILCG ISHARES TR $72.81万0.04%6,222 00.0% — 不变
SPYG SPDR SERIES TRUST $71.46万0.04%6,006 -807-11.8% -$9.60万 减仓
GD GENERAL DYNAMICS CORP $70.36万0.04%1,986 10.1% $354 加仓
XLRE SELECT SECTOR SPDR TR $69.56万0.04%15,799 00.0% — 不变
IJR ISHARES TR $68.62万0.04%4,627 00.0% — 不变
USMV ISHARES TR $65.08万0.03%6,747 00.0% — 不变
SOXX ISHARES TR $65.04万0.03%1,015 -10-1.0% -$6,408 减仓
PYPL PAYPAL HLDGS INC $64.72万0.03%14,989 -2,340-13.5% -$10.10万 减仓
SCHD SCHWAB STRATEGIC TR $64.12万0.03%20,221 520.3% $1,649 加仓
CSGP COSTAR GROUP INC $63.78万0.03%22,522 13,775157.5% $39.01万 加仓
KMI KINDER MORGAN INC DEL $63.20万0.03%19,770 -171-0.9% -$5,467 减仓
FDXF FEDEX FGHT HLDG CO INC $62.74万0.03%4,155 4,155— $62.74万 新建仓
IEF ISHARES TR $60.50万0.03%6,397 00.0% — 不变
ENB ENBRIDGE INC $59.81万0.03%11,033 00.0% — 不变
IAU ISHARES GOLD TR $59.03万0.03%7,818 -757-8.8% -$5.72万 减仓
IVW ISHARES TR $57.64万0.03%4,191 00.0% — 不变
CL COLGATE PALMOLIVE CO $57.47万0.03%6,268 -167-2.6% -$1.53万 减仓
SCHX SCHWAB STRATEGIC TR $56.88万0.03%19,326 00.0% — 不变
WY WEYERHAEUSER CO $56.04万0.03%23,407 5,57031.2% $13.33万 加仓
IAT ISHARES TR $55.80万0.03%8,970 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $55.48万0.03%12,298 00.0% — 不变
IEMG ISHARES INC $55.06万0.03%6,646 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER $54.39万0.03%10,425 -850-7.5% -$4.43万 减仓
AMLP ALPS ETF TR $54.15万0.03%10,444 00.0% — 不变
DFAU DIMENSIONAL ETF TRUST $54.02万0.03%10,450 -310-2.9% -$1.60万 减仓
LRCX LAM RESEARCH CORP $53.73万0.03%1,240 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $52.95万0.03%15,907 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $52.17万0.03%14,193 -278-1.9% -$1.02万 减仓
VTV VANGUARD INDEX FDS $52.06万0.03%2,389 1858.4% $4.03万 加仓
IYR ISHARES TR $51.61万0.03%5,047 00.0% — 不变
MHK MOHAWK INDS INC $51.42万0.03%4,238 00.0% — 不变
TRV TRAVELERS COMPANIES INC $50.29万0.03%1,523 00.0% — 不变
VHT VANGUARD WORLD FD $49.96万0.03%1,671 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $49.61万0.03%14,659 70.0% $237 加仓
VO VANGUARD INDEX FDS $49.37万0.03%6,128 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $48.91万0.03%5,520 -461-7.7% -$4.08万 减仓
IWN ISHARES TR $47.60万0.03%2,152 00.0% — 不变
IYT ISHARES TR $46.84万0.02%5,400 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $46.70万0.02%15,017 00.0% — 不变
EEM ISHARES TR $45.85万0.02%6,702 -64-0.9% -$4,378 减仓
URA GLOBAL X FDS $45.64万0.02%10,445 -5-0.0% -$219 减仓
VLO VALERO ENERGY CORP $45.43万0.02%1,744 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $45.24万0.02%866 00.0% — 不变
CACI CACI INTL INC $44.24万0.02%955 00.0% — 不变
AFL AFLAC INC $43.79万0.02%3,735 -35-0.9% -$4,104 减仓
IUSV ISHARES TR $43.01万0.02%3,905 -165-4.1% -$1.82万 减仓
MDLZ MONDELEZ INTL INC $42.93万0.02%7,422 00.0% — 不变
PTLC PACER FDS TR $42.50万0.02%7,295 00.0% — 不变
IEFA ISHARES TR $42.35万0.02%4,385 -500-10.2% -$4.83万 减仓
SBUX STARBUCKS CORP $41.75万0.02%4,086 00.0% — 不变
BMO BANK MONTREAL MEDIUM $41.14万0.02%2,328 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $40.94万0.02%1,648 00.0% — 不变
AGG ISHARES TR $40.40万0.02%4,082 -122-2.9% -$1.21万 减仓
SHEL SHELL PLC $40.01万0.02%5,160 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $39.82万0.02%1,047 -232-18.1% -$8.82万 减仓
NUE NUCOR CORP $37.53万0.02%1,685 -13-0.8% -$2,896 减仓
COKE COCA COLA CONS INC $37.38万0.02%1,958 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $37.30万0.02%2,360 30.1% $474 加仓
EFG ISHARES TR $36.70万0.02%2,950 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $36.53万0.02%6,120 00.0% — 不变
VDE VANGUARD WORLD FD $34.80万0.02%2,318 00.0% — 不变
CMCSA COMCAST CORP NEW $34.56万0.02%14,076 -2,420-14.7% -$5.94万 减仓
AXON AXON ENTERPRISE INC $34.48万0.02%615 615— $34.48万 新建仓
VIS VANGUARD WORLD FD $34.42万0.02%955 00.0% — 不变
XAR SPDR SERIES TRUST $33.86万0.02%1,193 39950.3% $11.32万 加仓
AIG AMERICAN INTL GROUP INC $32.76万0.02%4,395 00.0% — 不变
AMT AMERICAN TOWER CORP $32.42万0.02%1,982 -250-11.2% -$4.09万 减仓
IWO ISHARES TR $31.71万0.02%805 00.0% — 不变
COF CAPITAL ONE FINL CORP $31.21万0.02%1,555 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $31.18万0.02%622 00.0% — 不变
IEZ ISHARES TR $31.12万0.02%11,570 -1,420-10.9% -$3.82万 减仓
T AT&T INC $31.01万0.02%14,981 -1,232-7.6% -$2.55万 减仓
SCHI SCHWAB STRATEGIC TR $30.56万0.02%13,497 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $29.93万0.02%1,005 1,005— $29.93万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $29.82万0.02%2,556 1506.2% $1.75万 加仓
VMBS VANGUARD SCOTTSDALE FDS $29.51万0.02%6,305 00.0% — 不变
ATO ATMOS ENERGY CORP $29.32万0.02%1,702 00.0% — 不变
UCB UNITED CMNTY BKS BLAIRSVLE G $29.01万0.02%8,266 00.0% — 不变
SDY SPDR SERIES TRUST $28.64万0.02%1,882 -402-17.6% -$6.12万 减仓
VOE VANGUARD INDEX FDS $28.61万0.02%1,448 00.0% — 不变
PFF ISHARES TR $28.59万0.02%9,376 -2,165-18.8% -$6.60万 减仓
DELL DELL TECHNOLOGIES INC $28.17万0.01%653 653— $28.17万 新建仓
OTIS OTIS WORLDWIDE CORP $28.03万0.01%3,915 00.0% — 不变