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
AAPL APPLE INC $1.77亿9.39%613,022 -8,478-1.4% -$245.32万 减仓
IXN ISHARES TR $8,232.72万4.36%569,817 26,5704.9% $383.88万 加仓
VGSH VANGUARD SCOTTSDALE FDS $7,723.57万4.09%1,327,074 488,82258.3% $2,844.94万 加仓
GOOGL ALPHABET INC $7,082.65万3.75%198,188 -3,068-1.5% -$109.64万 减仓
MSFT MICROSOFT CORP $5,567.27万2.95%149,249 -165-0.1% -$6.15万 减仓
GSST GOLDMAN SACHS ETF TR $5,139.45万2.72%1,016,204 648,155176.1% $3,278.04万 加仓
ABBV ABBVIE INC $4,052.15万2.14%161,030 5860.4% $14.75万 加仓
JPM JPMORGAN CHASE & CO $3,807.50万2.02%116,320 -693-0.6% -$22.68万 减仓
SW SMURFIT WESTROCK PLC $3,572.62万1.89%772,292 -1,870-0.2% -$8.65万 减仓
V VISA INC $3,359.69万1.78%97,925 -222-0.2% -$7.62万 减仓
PGR PROGRESSIVE CORP $2,921.99万1.55%133,760 -468-0.3% -$10.22万 减仓
RTX RTX CORPORATION $2,790.19万1.48%147,061 -572-0.4% -$10.85万 减仓
GOOG ALPHABET INC $2,598.81万1.38%73,552 -1,104-1.5% -$39.01万 减仓
WMT WALMART INC $2,435.47万1.29%215,034 -3,425-1.6% -$38.79万 减仓
LECO LINCOLN ELEC HLDGS INC $2,290.85万1.21%86,281 00.0% — 不变
OEF ISHARES TR $2,271.65万1.20%62,089 -32-0.1% -$1.17万 减仓
JNJ JOHNSON & JOHNSON $2,250.15万1.19%88,599 -780-0.9% -$19.81万 减仓
TJX TJX COS INC NEW $2,134.51万1.13%140,892 -1,729-1.2% -$26.19万 减仓
AMD ADVANCED MICRO DEVICES INC $2,114.86万1.12%36,406 -1,414-3.7% -$82.14万 减仓
COST COSTCO WHOLESALE CORPORATION $1,991.48万1.05%21,289 -396-1.8% -$37.04万 减仓
— EXXON MOBIL CORP $1,942.91万1.03%142,108 2370.2% $3.24万 加仓
UNH UNITEDHEALTH GROUP INC $1,826.02万0.97%43,934 -1,056-2.3% -$43.89万 减仓
MGC VANGUARD WORLD FD $1,809.95万0.96%66,146 1,1001.7% $30.10万 加仓
LLY ELI LILLY & CO $1,807.30万0.96%15,068 -170-1.1% -$20.39万 减仓
COP CONOCOPHILLIPS $1,773.22万0.94%170,568 -202-0.1% -$2.10万 减仓
GLD SPDR GOLD TR $1,760.60万0.93%47,793 3,5057.9% $129.12万 加仓
VCSH VANGUARD SCOTTSDALE FDS $1,680.24万0.89%212,608 2,1321.0% $16.85万 加仓
GPIQ GOLDMAN SACHS ETF TR $1,633.10万0.86%275,350 8,3133.1% $49.30万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1,578.55万0.84%21,138 -285-1.3% -$21.28万 减仓
LPX LOUISIANA PAC CORP $1,546.40万0.82%196,593 7390.4% $5.81万 加仓
VOO VANGUARD INDEX FDS $1,498.58万0.79%21,819 -209-0.9% -$14.35万 减仓
HEDJ WISDOMTREE TR $1,496.63万0.79%262,566 -626-0.2% -$3.57万 减仓
CRWD CROWDSTRIKE HLDGS INC $1,488.96万0.79%19,511 -580-2.9% -$44.26万 减仓
KRE SPDR SERIES TRUST $1,485.85万0.79%198,510 5010.3% $3.75万 加仓
IYF ISHARES TR $1,464.24万0.77%114,833 -2,110-1.8% -$26.90万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $1,460.07万0.77%258,510 -17,561-6.4% -$99.18万 减仓
AMZN AMAZON COM INC $1,441.60万0.76%60,485 9061.5% $21.59万 加仓
KO COCA COLA CO $1,387.97万0.73%170,785 -1,146-0.7% -$9.31万 减仓
TXN TEXAS INSTRS INC $1,387.78万0.73%46,559 -551-1.2% -$16.42万 减仓
HELO J P MORGAN EXCHANGE TRADED F $1,359.43万0.72%201,158 -10,807-5.1% -$73.03万 减仓
XLK SELECT SECTOR SPDR TR $1,324.33万0.70%69,511 17,60633.9% $335.43万 加仓
CSCO CISCO SYS INC $1,321.94万0.70%112,543 -1,726-1.5% -$20.27万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $1,289.79万0.68%199,968 18,17310.0% $117.22万 加仓
EUAD SPINNAKER ETF SERIES $1,288.68万0.68%305,520 33,14012.2% $139.78万 加仓
MRK MERCK & CO INC $1,275.44万0.68%99,256 -814-0.8% -$10.46万 减仓
PHM PULTE GROUP INC $1,260.70万0.67%91,881 -7-0.0% -$960 减仓
NEE NEXTERA ENERGY INC $1,213.36万0.64%138,243 -1,235-0.9% -$10.84万 减仓
ABT ABBOTT LABORATORIES $1,184.30万0.63%130,516 -6,400-4.7% -$58.07万 减仓
SCHW SCHWAB CHARLES CORP $1,128.87万0.60%122,344 12,85611.7% $118.62万 加仓
NGVT INGEVITY CORP $1,101.35万0.58%147,496 1,0670.7% $7.97万 加仓
TSCO TRACTOR SUPPLY CO $990.47万0.52%313,341 -20,578-6.2% -$65.05万 减仓
EW EDWARDS LIFESCIENCES CORP $967.93万0.51%107,001 -4,545-4.1% -$41.11万 减仓
HD HOME DEPOT INC $932.35万0.49%26,436 -83-0.3% -$2.93万 减仓
IEI ISHARES TR $930.91万0.49%79,260 2,4763.2% $29.08万 加仓
HLT HILTON WORLDWIDE HLDGS INC $912.14万0.48%27,602 -329-1.2% -$10.87万 减仓
NVDA NVIDIA CORPORATION $849.05万0.45%42,433 -1,051-2.4% -$21.03万 减仓
EFA ISHARES TR $844.89万0.45%81,333 2,4253.1% $25.19万 加仓
CVX CHEVRON CORPORATION $832.87万0.44%50,245 -510-1.0% -$8.45万 减仓
BA BOEING CO $832.80万0.44%38,472 1,1153.0% $24.14万 加仓
XLI SELECT SECTOR SPDR TR $831.74万0.44%44,903 8,74324.2% $161.95万 加仓
CNI CANADIAN NATL RY CO $771.11万0.41%64,669 -275-0.4% -$3.28万 减仓
SHY ISHARES TR $756.73万0.40%92,161 8,80910.6% $72.33万 加仓
GEV GE VERNOVA INC $750.97万0.40%6,392 -25-0.4% -$2.94万 减仓
DUK DUKE ENERGY CORP NEW $750.09万0.40%59,258 -490-0.8% -$6.20万 减仓
BOND PIMCO ETF TR $737.91万0.39%80,025 2,7003.5% $24.90万 加仓
XLV SELECT SECTOR SPDR TR $721.11万0.38%45,450 2880.6% $4.57万 加仓
AOS SMITH A O CORP $710.60万0.38%113,297 -2,035-1.8% -$12.76万 减仓
ORLY OREILLY AUTOMOTIVE INC $703.21万0.37%76,361 8281.1% $7.63万 加仓
AMAT APPLIED MATLS INC $697.26万0.37%9,644 -220-2.2% -$15.91万 减仓
PEP PEPSICO INC $660.02万0.35%48,746 -146-0.3% -$1.98万 减仓
ITA ISHARES TR $626.44万0.33%25,841 5,55827.4% $134.74万 加仓
IVV ISHARES TR $612.37万0.32%8,177 540.7% $4.04万 加仓
AVGO BROADCOM INC $608.75万0.32%16,115 -390-2.4% -$14.73万 减仓
NSC NORFOLK SOUTHN CORP $598.79万0.32%19,034 00.0% — 不变
QCOM QUALCOMM INC $593.36万0.31%32,110 -21,848-40.5% -$403.73万 减仓
FCX FREEPORT MCMORAN INC $570.00万0.30%90,634 -660-0.7% -$4.15万 减仓
C CITIGROUP INC $566.94万0.30%40,507 -202-0.5% -$2.83万 减仓
GE GE AEROSPACE $558.99万0.30%14,957 380.3% $1.42万 加仓
MS MORGAN STANLEY $527.81万0.28%25,249 -10-0.0% -$2,090 减仓
LOW LOWES COS INC $527.62万0.28%23,930 00.0% — 不变
HCA HCA HEALTHCARE INC $517.41万0.27%13,271 -108-0.8% -$4.21万 减仓
RSP INVESCO EXCHANGE TRADED FD T $508.18万0.27%23,884 1,6637.5% $35.38万 加仓
INTC INTEL CORP $507.73万0.27%36,363 -1,220-3.2% -$17.03万 减仓
INTU INTUIT $499.61万0.26%19,142 -150-0.8% -$3.92万 减仓
SCHA SCHWAB STRATEGIC TR $494.47万0.26%136,860 1,7801.3% $6.43万 加仓
IWM ISHARES TR $479.43万0.25%15,957 -667-4.0% -$20.04万 减仓
GLW CORNING INC $453.87万0.24%17,769 -135-0.8% -$3.45万 减仓
DLR DIGITAL RLTY TR INC $442.40万0.23%24,635 -1,571-6.0% -$28.21万 减仓
EWJ ISHARES INC $434.70万0.23%46,607 -10,780-18.8% -$100.55万 减仓
BAC BANK OF AMER CORP $434.26万0.23%76,213 -597-0.8% -$3.40万 减仓
GS GOLDMAN SACHS GROUP INC $429.07万0.23%4,242 -49-1.1% -$4.96万 减仓
HON HONEYWELL INTL INC $427.53万0.23%19,095 -18,829-49.6% -$421.57万 减仓
HONA HONEYWELL AEROSPACE INC $413.30万0.22%18,695 18,695— $413.30万 新建仓
DXCM DEXCOM INC $405.25万0.21%60,170 -445-0.7% -$3.00万 减仓
ETN EATON CORP PLC $390.37万0.21%9,161 3804.3% $16.19万 加仓
INDA ISHARES TR $389.29万0.21%78,819 -35,615-31.1% -$175.90万 减仓
DXJ WISDOMTREE TR $376.38万0.20%21,691 12,315131.3% $213.69万 加仓
CAT CATERPILLAR INC $374.81万0.20%3,520 -192-5.2% -$20.44万 减仓
NVS NOVARTIS AG $366.24万0.19%23,369 -25-0.1% -$3,918 减仓
PG PROCTER & GAMBLE CO $362.22万0.19%24,701 -985-3.8% -$14.44万 减仓