13F 机构持仓

Patton Albertson Miller Group, LLC

Chattanooga TN · SEC CIK 0001511037

2026Q22026Q1 更早 9 个季度 🔒
$8.42亿2026Q1 申报市值
212持仓数
30.4%前十大占比 · 第一大 5.6%
8 / 10新建仓 / 清仓
申报市值走势$10.05亿2026Q2
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

NVDA 5.6%
AAPL 4.1%
IVV 3.5%
DYNF 3.1%
ITOT 2.9%
BAI 2.6%
IYW 2.3%
IVW 2.2%
KLAC 2.2%
MSFT 2.0%

2026Q1 买入最多 按季末市值估算

DYNF 加仓+$611.37万
AMZN 加仓+$605.24万
BAI 加仓+$521.27万
MSFT 加仓+$204.41万
SHLD 加仓+$174.81万

2026Q1 卖出最多 按季末市值估算

IWY 减仓-$188.00万
AIQ 减仓-$183.04万
ITOT 减仓-$173.44万
PINNACLE FINL PA 清仓-$125.77万
SRLN 清仓-$91.71万

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
KDP KEURIG DR PEPPER INC $87.79万0.10%33,341 6,73725.3% $17.74万 加仓
NSC NORFOLK SOUTHN CORP $89.26万0.11%3,110 -97-3.0% -$2.78万 减仓
ETN EATON CORP PLC $90.63万0.11%2,534 -14-0.5% -$5,007 减仓
THRO BLACKROCK ETF TRUST $91.63万0.11%25,299 -306-1.2% -$1.11万 减仓
MDLZ MONDELEZ INTL INC $93.01万0.11%16,136 -2,737-14.5% -$15.78万 减仓
RTX RTX CORPORATION $93.31万0.11%4,837 -316-6.1% -$6.10万 减仓
FISV FISERV INC $97.66万0.12%17,503 -3,411-16.3% -$19.03万 减仓
QUAL ISHARES TR $99.65万0.12%5,195 -254-4.7% -$4.87万 减仓
SO SOUTHERN CO $102.71万0.12%10,641 -60-0.6% -$5,791 减仓
VNQ VANGUARD INDEX FDS $110.25万0.13%12,429 -99-0.8% -$8,781 减仓
TFC TRUIST FINL CORP $110.73万0.13%24,088 2,0739.4% $9.53万 加仓
VYM VANGUARD WHITEHALL FDS $113.29万0.13%7,649 1171.6% $1.73万 加仓
IUSB ISHARES TR $113.41万0.13%24,554 -215-0.9% -$9,931 减仓
IVE ISHARES TR $113.60万0.13%5,380 00.0% — 不变
VUG VANGUARD INDEX FDS $114.70万0.14%2,626 00.0% — 不变
TLT ISHARES TR $120.72万0.14%13,925 -569-3.9% -$4.93万 减仓
WRLD WORLD ACCEP CORPORATION $130.35万0.15%9,653 -10-0.1% -$1,350 减仓
IEMG ISHARES INC $133.15万0.16%19,090 -303-1.6% -$2.11万 减仓
APH AMPHENOL CORP $136.52万0.16%10,805 -1,363-11.2% -$17.22万 减仓
ABT ABBOTT LABORATORIES $142.70万0.17%13,899 -516-3.6% -$5.30万 减仓
AOM ISHARES TR $144.76万0.17%30,560 -11,681-27.7% -$55.33万 减仓
ADBE ADOBE INC $153.63万0.18%6,320 1171.9% $2.84万 加仓
CINF CINCINNATI FINL CORP $154.05万0.18%9,790 00.0% — 不变
CAT CATERPILLAR INC $155.46万0.18%2,194 321.5% $2.27万 加仓
TIP ISHARES TR $155.78万0.18%14,116 -40-0.3% -$4,414 减仓
MCD MCDONALDS CORP $164.69万0.20%5,299 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $165.31万0.20%1,659 -27-1.6% -$2.69万 减仓
APTV APTIV PLC $176.65万0.21%25,439 1,0634.4% $7.38万 加仓
AMGN AMGEN INC $186.09万0.22%5,289 -29-0.5% -$1.02万 减仓
STZ CONSTELLATION BRANDS INC $186.16万0.22%12,411 1,33712.1% $20.05万 加仓
DE DEERE & CO $189.16万0.22%3,358 702.1% $3.94万 加仓
GSIE GOLDMAN SACHS ETF TR $190.30万0.23%44,122 9,18526.3% $39.61万 加仓
DIA STATE STR SPDR DOW JONES IND $192.92万0.23%4,165 -70-1.7% -$3.24万 减仓
HPQ HP INC $195.58万0.23%101,814 -10,172-9.1% -$19.54万 减仓
MUB ISHARES TR $209.90万0.25%19,774 00.0% — 不变
ITA ISHARES TR $211.31万0.25%9,660 -612-6.0% -$13.39万 减仓
PEP PEPSICO INC $213.79万0.25%13,767 -1,185-7.9% -$18.40万 减仓
EFG ISHARES TR $218.17万0.26%19,590 -3,098-13.7% -$34.50万 减仓
— EXXON MOBIL CORP $229.39万0.27%13,520 -942-6.5% -$15.98万 减仓
MTCH MATCH GROUP INC NEW $247.18万0.29%80,488 5220.7% $1.60万 加仓
VIG VANGUARD SPECIALIZED FUNDS $266.23万0.32%12,379 760.6% $1.63万 加仓
WTS WATTS WATER TECHNOLOGIES INC $285.70万0.34%9,842 -55-0.6% -$1.60万 减仓
PG PROCTER & GAMBLE CO $293.81万0.35%20,341 -2,157-9.6% -$31.16万 减仓
IFRA ISHARES TR $295.86万0.35%51,723 -1,243-2.3% -$7.11万 减仓
IWY ISHARES TR $296.42万0.35%11,912 -7,555-38.8% -$188.00万 减仓
V VISA INC $297.84万0.35%9,854 -53-0.5% -$1.60万 减仓
SHW SHERWIN WILLIAMS CO $305.02万0.36%9,516 4635.1% $14.84万 加仓
TRV TRAVELERS COMPANIES INC $331.78万0.39%11,375 -101-0.9% -$2.95万 减仓
TGT TARGET CORP $334.32万0.40%27,585 6702.5% $8.12万 加仓
SPY STATE STR SPDR S&P 500 ETF T $341.56万0.41%5,252 -111-2.1% -$7.22万 减仓
ROP ROPER TECHNOLOGIES INC $350.32万0.42%9,900 -432-4.2% -$15.29万 减仓
IEFA ISHARES TR $352.89万0.42%38,980 -27-0.1% -$2,444 减仓
XLF SELECT SECTOR SPDR TR $362.96万0.43%73,519 00.0% — 不变
VOO VANGUARD INDEX FDS $364.86万0.43%6,106 -356-5.5% -$21.27万 减仓
DIS DISNEY WALT CO $388.61万0.46%40,320 5111.3% $4.93万 加仓
IAU ISHARES GOLD TR $394.51万0.47%44,749 11,59535.0% $102.22万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $401.09万0.48%8,370 -191-2.2% -$9.15万 减仓
DOV DOVER CORP $406.16万0.48%19,485 -116-0.6% -$2.42万 减仓
VZ VERIZON COMMUNICATIONS INC $409.39万0.49%81,551 9051.1% $4.54万 加仓
TCAF T ROWE PRICE ETF INC $416.43万0.49%117,008 -3,076-2.6% -$10.95万 减仓
MOAT VANECK ETF TRUST $422.58万0.50%43,700 -887-2.0% -$8.58万 减仓
AIQ GLOBAL X FDS $422.87万0.50%90,609 -39,220-30.2% -$183.04万 减仓
ABBV ABBVIE INC $424.24万0.50%19,506 -560-2.8% -$12.18万 减仓
BG BUNGE GLOBAL SA $447.97万0.53%35,218 3,80812.1% $48.44万 加仓
MRK MERCK & CO INC $472.55万0.56%39,284 -475-1.2% -$5.71万 减仓
CBRE CBRE GROUP INC $475.65万0.56%35,114 5031.5% $6.81万 加仓
DTE DTE ENERGY CO $490.72万0.58%33,560 3571.1% $5.22万 加仓
XLK SELECT SECTOR SPDR TR $492.13万0.58%37,030 00.0% — 不变
BAC BANK AMERICA CORP $519.29万0.62%106,521 3730.4% $1.82万 加仓
AOR ISHARES TR $524.24万0.62%81,466 -3,939-4.6% -$25.35万 减仓
SYK STRYKER CORPORATION $525.21万0.62%15,984 2191.4% $7.20万 加仓
DRI DARDEN RESTAURANTS INC $531.04万0.63%27,088 -122-0.4% -$2.39万 减仓
ALL ALLSTATE CORP $531.72万0.63%25,645 700.3% $1.45万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $535.45万0.64%66,146 5190.8% $4.20万 加仓
UNP UNION PAC CORP $537.96万0.64%22,173 1380.6% $3.35万 加仓
IBM INTERNATIONAL BUSINESS MACHS $564.81万0.67%23,302 1250.5% $3.03万 加仓
MA MASTERCARD INCORPORATED $579.71万0.69%11,602 530.5% $2.65万 加仓
JNJ JOHNSON & JOHNSON $596.59万0.71%24,406 -450-1.8% -$11.00万 减仓
INCY INCYTE CORP $604.71万0.72%64,249 -218-0.3% -$2.05万 减仓
APP APPLOVIN CORP $616.86万0.73%15,499 6624.5% $26.35万 加仓
TMO THERMO FISHER SCIENTIFIC INC $617.51万0.73%12,563 3422.8% $16.81万 加仓
OEF ISHARES TR $620.17万0.74%19,498 1830.9% $5.82万 加仓
GOOG ALPHABET INC $626.99万0.74%21,857 -148-0.7% -$4.25万 减仓
IQLT ISHARES TR $629.70万0.75%136,211 -1,763-1.3% -$8.15万 减仓
LOW LOWES COS INC $633.20万0.75%26,799 -18-0.1% -$4,253 减仓
AMP AMERIPRISE FINL INC $634.33万0.75%14,274 190.1% $8,443 加仓
HD HOME DEPOT INC $658.98万0.78%20,036 -51-0.3% -$1.68万 减仓
DHR DANAHER CORP DEL $686.26万0.81%36,195 5361.5% $10.16万 加仓
PHM PULTE GROUP INC $762.69万0.91%64,849 -276-0.4% -$3.25万 减仓
CVX CHEVRON CORPORATION $835.11万0.99%40,363 -269-0.7% -$5.57万 减仓
AMZN AMAZON COM INC $865.87万1.03%41,574 29,060232.2% $605.24万 加仓
CMI CUMMINS INC $891.33万1.06%16,567 -721-4.2% -$38.79万 减仓
URI UNITED RENTALS INC $893.30万1.06%12,261 -98-0.8% -$7.14万 减仓
BIV VANGUARD BD INDEX FDS $899.49万1.07%116,545 7,1626.5% $55.28万 加仓
VLO VALERO ENERGY CORP $936.35万1.11%37,897 -1,217-3.1% -$30.07万 减仓
KO COCA COLA CO $941.52万1.12%123,802 -1,026-0.8% -$7.80万 减仓
VTI VANGUARD INDEX FDS $964.84万1.15%30,075 320.1% $1.03万 加仓
WAB WABTEC $989.86万1.18%39,608 -369-0.9% -$9.22万 减仓
AOA ISHARES TR $991.95万1.18%112,097 4,7914.5% $42.40万 加仓
GS GOLDMAN SACHS GROUP INC $1,013.47万1.20%11,980 -547-4.4% -$46.27万 减仓