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
AAPL APPLE INC $1.58亿9.52%621,500 -16,718-2.6% -$424.29万 减仓
GOOGL ALPHABET INC $5,787.31万3.49%201,256 -3,301-1.6% -$94.92万 减仓
MSFT MICROSOFT CORP $5,530.84万3.34%149,414 -1,267-0.8% -$46.90万 减仓
IXN ISHARES TR $5,430.84万3.28%543,247 -2,002-0.4% -$20.01万 减仓
VGSH VANGUARD SCOTTSDALE FDS $4,907.13万2.96%838,252 22,0352.7% $128.99万 加仓
ABBV ABBVIE INC $3,489.49万2.11%160,444 -2,411-1.5% -$52.44万 减仓
JPM JPMORGAN CHASE & CO $3,442.07万2.08%117,013 -2,663-2.2% -$78.34万 减仓
SW SMURFIT WESTROCK PLC $3,085.04万1.86%774,162 -1,568-0.2% -$6.25万 减仓
V VISA INC $2,966.41万1.79%98,147 -540-0.5% -$16.32万 减仓
RTX RTX CORPORATION $2,847.84万1.72%147,633 -212-0.1% -$4.09万 减仓
WMT WALMART INC $2,715.01万1.64%218,459 -7,983-3.5% -$99.21万 减仓
PGR PROGRESSIVE CORP $2,660.94万1.61%134,228 -4,302-3.1% -$85.28万 减仓
— EXXON MOBIL CORP $2,406.98万1.45%141,871 3,9302.8% $66.68万 加仓
TJX TJX COS INC NEW $2,277.66万1.37%142,621 -2,664-1.8% -$42.54万 减仓
COP CONOCOPHILLIPS $2,254.17万1.36%170,770 -5,578-3.2% -$73.63万 减仓
JNJ JOHNSON & JOHNSON $2,184.78万1.32%89,379 9041.0% $22.10万 加仓
COST COSTCO WHOLESALE CORPORATION $2,160.72万1.30%21,685 -325-1.5% -$32.38万 减仓
LECO LINCOLN ELEC HLDGS INC $2,149.09万1.30%86,281 00.0% — 不变
GOOG ALPHABET INC $2,141.58万1.29%74,656 -2,267-2.9% -$65.03万 减仓
OEF ISHARES TR $1,975.88万1.19%62,121 -779-1.2% -$24.78万 减仓
GLD SPDR GOLD TR $1,905.67万1.15%44,288 7,44720.2% $320.44万 加仓
GSST GOLDMAN SACHS ETF TR $1,860.49万1.12%368,049 -2,265-0.6% -$11.45万 减仓
VCSH VANGUARD SCOTTSDALE FDS $1,668.45万1.01%210,476 2,7001.3% $21.40万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $1,564.77万0.94%276,071 -26,627-8.8% -$150.92万 减仓
MGC VANGUARD WORLD FD $1,537.36万0.93%65,046 2,1053.3% $49.75万 加仓
TSCO TRACTOR SUPPLY CO $1,512.65万0.91%333,919 -4,097-1.2% -$18.56万 减仓
LPX LOUISIANA PAC CORP $1,424.84万0.86%195,854 -67-0.0% -$4,874 减仓
ABT ABBOTT LABORATORIES $1,405.72万0.85%136,916 -3,602-2.6% -$36.98万 减仓
LLY ELI LILLY & CO $1,401.55万0.85%15,238 -126-0.8% -$11.59万 减仓
SPY STATE STR SPDR S&P 500 ETF T $1,393.19万0.84%21,423 2041.0% $13.27万 加仓
HEDJ WISDOMTREE TR $1,376.49万0.83%263,192 5800.2% $3.03万 加仓
IYF ISHARES TR $1,375.95万0.83%116,943 -339-0.3% -$3.99万 减仓
HELO J P MORGAN EXCHANGE TRADED F $1,354.67万0.82%211,965 -32,106-13.2% -$205.19万 减仓
GPIQ GOLDMAN SACHS ETF TR $1,321.57万0.80%267,037 21,6938.8% $107.36万 加仓
VOO VANGUARD INDEX FDS $1,316.28万0.79%22,028 6473.0% $38.66万 加仓
KO COCA COLA CO $1,307.54万0.79%171,931 5550.3% $4.22万 加仓
NEE NEXTERA ENERGY INC $1,295.47万0.78%139,478 -2,177-1.5% -$20.22万 减仓
KRE SPDR SERIES TRUST $1,290.03万0.78%198,009 4,9712.6% $32.39万 加仓
AMZN AMAZON COM INC $1,240.86万0.75%59,579 12,88627.6% $268.38万 加仓
UNH UNITEDHEALTH GROUP INC $1,217.39万0.73%44,990 -3,031-6.3% -$82.02万 减仓
MRK MERCK & CO INC $1,203.74万0.73%100,070 -1,355-1.3% -$16.30万 减仓
EUAD SPINNAKER ETF SERIES $1,109.68万0.67%272,380 19,8407.9% $80.83万 加仓
PHM PULTE GROUP INC $1,080.69万0.65%91,888 -4,709-4.9% -$55.38万 减仓
CVX CHEVRON CORPORATION $1,050.11万0.63%50,755 -199-0.4% -$4.12万 减仓
NGVT INGEVITY CORP $1,043.01万0.63%146,429 -784-0.5% -$5.58万 减仓
SCHW SCHWAB CHARLES CORP $1,028.97万0.62%109,488 3,0522.9% $28.68万 加仓
TXN TEXAS INSTRS INC $914.59万0.55%47,110 -2,304-4.7% -$44.73万 减仓
IEI ISHARES TR $910.66万0.55%76,784 15,58925.5% $184.89万 加仓
EW EDWARDS LIFESCIENCES CORP $893.26万0.54%111,546 -5,277-4.5% -$42.26万 减仓
CSCO CISCO SYS INC $886.62万0.54%114,269 -1,335-1.2% -$10.36万 减仓
HD HOME DEPOT INC $872.20万0.53%26,519 6072.3% $19.96万 加仓
— HONEYWELL INTL INC $857.20万0.52%37,924 -210-0.6% -$4.75万 减仓
HLT HILTON WORLDWIDE HLDGS INC $849.33万0.51%27,931 -1,377-4.7% -$41.87万 减仓
INTU INTUIT $834.15万0.50%19,292 4,50830.5% $194.92万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $822.80万0.50%181,795 -14,475-7.4% -$65.51万 减仓
CRWD CROWDSTRIKE HLDGS INC $784.37万0.47%20,091 12,151153.0% $474.39万 加仓
DUK DUKE ENERGY CORP NEW $782.34万0.47%59,748 1,5572.7% $20.39万 加仓
AMD ADVANCED MICRO DEVICES INC $769.37万0.46%37,820 -2,392-5.9% -$48.66万 减仓
EFA ISHARES TR $766.43万0.46%78,908 15,32624.1% $148.86万 加仓
AOS SMITH A O CORP $760.50万0.46%115,332 -4,075-3.4% -$26.87万 减仓
PEP PEPSICO INC $759.24万0.46%48,892 -677-1.4% -$10.51万 减仓
NVDA NVIDIA CORPORATION $758.36万0.46%43,484 -156-0.4% -$2.72万 减仓
BA BOEING CO $743.51万0.45%37,357 2,2576.4% $44.92万 加仓
BOND PIMCO ETF TR $713.56万0.43%77,325 2,4003.2% $22.15万 加仓
ORLY OREILLY AUTOMOTIVE INC $697.25万0.42%75,533 -795-1.0% -$7.34万 减仓
QCOM QUALCOMM INC $694.87万0.42%53,958 -9,428-14.9% -$121.41万 减仓
XLK SELECT SECTOR SPDR TR $689.82万0.42%51,905 1,1842.3% $15.74万 加仓
SHY ISHARES TR $688.24万0.42%83,352 -4,086-4.7% -$33.74万 减仓
CNI CANADIAN NATL RY CO $667.43万0.40%64,944 -1,350-2.0% -$13.87万 减仓
XLV SELECT SECTOR SPDR TR $662.12万0.40%45,162 -115-0.3% -$1.69万 减仓
HCA HCA HEALTHCARE INC $633.14万0.38%13,379 -28-0.2% -$1.33万 减仓
XLI SELECT SECTOR SPDR TR $584.82万0.35%36,160 530.1% $8,572 加仓
LOW LOWES COS INC $565.41万0.34%23,930 -325-1.3% -$7.68万 减仓
GEV GE VERNOVA INC $560.14万0.34%6,417 590.9% $5.15万 加仓
NSC NORFOLK SOUTHN CORP $546.28万0.33%19,034 1190.6% $3.42万 加仓
FCX FREEPORT MCMORAN INC $536.63万0.32%91,294 -4,495-4.7% -$26.42万 减仓
INDA ISHARES TR $536.01万0.32%114,434 -4,190-3.5% -$19.63万 减仓
IVV ISHARES TR $530.60万0.32%8,123 -17-0.2% -$1.11万 减仓
AVGO BROADCOM INC $510.85万0.31%16,505 -2,421-12.8% -$74.93万 减仓
EWJ ISHARES INC $484.58万0.29%57,387 28,25697.0% $238.59万 加仓
DLR DIGITAL RLTY TR INC $472.25万0.29%26,206 -949-3.5% -$17.10万 减仓
C CITIGROUP INC $461.68万0.28%40,709 -199-0.5% -$2.26万 减仓
ITA ISHARES TR $443.70万0.27%20,283 6463.3% $14.13万 加仓
RSP INVESCO EXCHANGE TRADED FD T $426.46万0.26%22,221 2,78614.3% $53.47万 加仓
GE GE AEROSPACE $423.36万0.26%14,919 1200.8% $3.41万 加仓
MS MORGAN STANLEY $415.69万0.25%25,259 -100-0.4% -$1.65万 减仓
IWM ISHARES TR $412.28万0.25%16,624 1,4959.9% $37.08万 加仓
ADBE ADOBE INC $395.76万0.24%16,281 -6,066-27.1% -$147.45万 减仓
SCHA SCHWAB STRATEGIC TR $392.81万0.24%135,080 7,4145.8% $21.56万 加仓
DXCM DEXCOM INC $380.66万0.23%60,615 -3,737-5.8% -$23.47万 减仓
STZ CONSTELLATION BRANDS INC $378.07万0.23%25,205 2090.8% $3.13万 加仓
BAC BANK AMERICA CORP $374.45万0.23%76,810 -23-0.0% -$1,121 减仓
PG PROCTER & GAMBLE CO $371.01万0.22%25,686 7593.0% $10.96万 加仓
GS GOLDMAN SACHS GROUP INC $363.05万0.22%4,291 -45-1.0% -$3.81万 减仓
NVS NOVARTIS AG $357.34万0.22%23,394 -300-1.3% -$4.58万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $351.73万0.21%7,340 -107-1.4% -$5.13万 减仓
AMAT APPLIED MATLS INC $337.14万0.20%9,864 -635-6.0% -$21.70万 减仓
ETN EATON CORP PLC $314.07万0.19%8,781 85610.8% $30.62万 加仓
FDX FEDEX CORP $305.84万0.18%8,587 -104-1.2% -$3.70万 减仓
IGV ISHARES TR $298.40万0.18%37,277 -4,260-10.3% -$34.10万 减仓