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
PANW PALO ALTO NETWORKS INC $27.83万0.01%816 816— $27.83万 新建仓
FNDA SCHWAB STRATEGIC TR $27.73万0.01%7,287 00.0% — 不变
PAYX PAYCHEX INC $27.55万0.01%2,802 -60-2.1% -$5,900 减仓
IWD ISHARES TR $27.52万0.01%1,135 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $27.48万0.01%5,208 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $27.45万0.01%11,133 00.0% — 不变
XCHYX CALAMOS CONV & HIGH INCOME F $27.45万0.01%20,151 4642.4% $6,320 加仓
GIS GENERAL MILLS INC $26.82万0.01%7,706 -500-6.1% -$1.74万 减仓
FTLS FIRST TR EXCH TRADED FD III $26.77万0.01%3,627 00.0% — 不变
DLB DOLBY LABORATORIES INC $26.68万0.01%5,075 -535-9.5% -$2.81万 减仓
VFH VANGUARD WORLD FD $26.39万0.01%2,006 00.0% — 不变
ALL ALLSTATE CORP $26.15万0.01%1,099 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $26.08万0.01%9,005 -1,300-12.6% -$3.76万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $26.02万0.01%370 00.0% — 不变
IYK ISHARES TR $25.88万0.01%3,562 00.0% — 不变
XYLD GLOBAL X FDS $25.82万0.01%6,330 1432.3% $5,833 加仓
SCHF SCHWAB STRATEGIC TR $24.82万0.01%8,959 -3,724-29.4% -$10.32万 减仓
SNPS SYNOPSYS INC $24.76万0.01%555 -54-8.9% -$2.41万 减仓
BLK BLACKROCK INC $24.71万0.01%257 00.0% — 不变
VPU VANGUARD WORLD FD $24.48万0.01%1,251 00.0% — 不变
IYH ISHARES TR $24.46万0.01%3,650 2507.4% $1.68万 加仓
SYK STRYKER CORPORATION $24.34万0.01%773 506.9% $1.57万 加仓
NEM NEWMONT CORP $24.34万0.01%2,606 2,606— $24.34万 新建仓
ACWV ISHARES INC $24.26万0.01%2,018 00.0% — 不变
APH AMPHENOL CORP $24.19万0.01%1,372 1,372— $24.19万 新建仓
NOK NOKIA CORP $24.10万0.01%18,150 00.0% — 不变
IVE ISHARES TR $23.80万0.01%1,048 00.0% — 不变
ASML ASML HLDG NV $23.67万0.01%119 119— $23.67万 新建仓
IGV ISHARES TR $23.57万0.01%2,602 -34,675-93.0% -$314.16万 减仓
EXC EXELON CORP $23.42万0.01%5,024 00.0% — 不变
SPGI S&P GLOBAL INC $23.34万0.01%573 00.0% — 不变
WM WASTE MGMT INC DEL $23.15万0.01%1,039 -21-2.0% -$4,678 减仓
BX BLACKSTONE INC $23.00万0.01%1,955 00.0% — 不变
CSX CSX CORP $22.99万0.01%4,837 4,837— $22.99万 新建仓
BND VANGUARD BD INDEX FDS $22.74万0.01%3,097 00.0% — 不变
MP MP MATERIALS CORP $22.40万0.01%3,999 3,999— $22.40万 新建仓
WPM WHEATON PRECIOUS METALS CORP $22.01万0.01%1,960 1,960— $22.01万 新建仓
HBAN HUNTINGTON BANCSHARES INC $21.99万0.01%12,400 00.0% — 不变
PTY PIMCO CORPORATE & INCOME OPP $21.64万0.01%17,986 5173.0% $6,219 加仓
FDN FIRST TR EXCHANGE-TRADED FD $21.10万0.01%797 00.0% — 重新持有
BDX BECTON DICKINSON & CO $20.87万0.01%1,379 -50-3.5% -$7,566 减仓
ZIM ZIM INTEGRATED SHIPPING SERV $20.80万0.01%8,000 00.0% — 不变
VTR VENTAS INC $20.75万0.01%2,337 2,337— $20.75万 新建仓
TOL TOLL BROTHERS INC $20.51万0.01%1,245 1,245— $20.51万 新建仓
ITW ILLINOIS TOOL WKS INC $20.42万0.01%755 -15-1.9% -$4,058 减仓
SLB SLB LIMITED $20.42万0.01%4,392 -520-10.6% -$2.42万 减仓
YUM YUM BRANDS INC $20.21万0.01%1,264 1,264— $20.21万 新建仓
PK PARK HOTELS & RESORTS INC $15.85万0.01%11,125 -1,000-8.2% -$1.42万 减仓
— BRASILAGRO COMPANHIA BRASILE $4.07万0.00%11,398 11,398— $4.07万 新建仓
— MICROVISION INC DEL $1.25万0.00%38,111 38,111— $1.25万 新建仓
PWR QUANTA SVCS INC $00.00%0 -2,135-100.0% -$117.22万 清仓
— COHEN & STEERS TOTAL RETURN $00.00%0 -48,267-100.0% -$53.77万 清仓
DOW DOW HLDGS INC $00.00%0 -7,473-100.0% -$31.12万 清仓
— HOLOGIC INC $00.00%0 -3,162-100.0% -$23.90万 清仓
IXC ISHARES TR $00.00%0 -3,797-100.0% -$21.87万 清仓
SLV ISHARES SILVER TR $00.00%0 -3,167-100.0% -$21.58万 清仓
SNY SANOFI SA $00.00%0 -4,232-100.0% -$20.39万 清仓