Patton Albertson Miller Group, LLC
Chattanooga TN · SEC CIK 0001511037
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $1,035.49万 | 1.23% | 14,841 | 63 | 0.4% | $4.40万 | 加仓 |
| META | META PLATFORMS INC | $1,068.75万 | 1.27% | 18,680 | 358 | 2.0% | $20.48万 | 加仓 |
| CSCO | CISCO SYS INC | $1,074.98万 | 1.28% | 138,547 | -1,515 | -1.1% | -$11.75万 | 减仓 |
| MCK | MCKESSON CORP | $1,075.14万 | 1.28% | 12,424 | -370 | -2.9% | -$32.02万 | 减仓 |
| WMT | WALMART INC | $1,119.01万 | 1.33% | 90,039 | -1,865 | -2.0% | -$23.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,264.78万 | 1.50% | 42,996 | -308 | -0.7% | -$9.06万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,300.57万 | 1.54% | 38,052 | -112 | -0.3% | -$3.83万 | 减仓 |
| AVGO | BROADCOM INC | $1,352.40万 | 1.61% | 43,695 | -878 | -2.0% | -$27.17万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,364.57万 | 1.62% | 192,626 | 24,676 | 14.7% | $174.81万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,375.10万 | 1.63% | 25,046 | -1,542 | -5.8% | -$84.66万 | 减仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $1,576.13万 | 1.87% | 580,528 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,692.13万 | 2.01% | 58,845 | -1,028 | -1.7% | -$29.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,724.51万 | 2.05% | 46,587 | 5,522 | 13.4% | $204.41万 | 加仓 |
| KLAC | KLA CORP | $1,850.12万 | 2.20% | 12,565 | -617 | -4.7% | -$90.85万 | 减仓 |
| IVW | ISHARES TR | $1,889.07万 | 2.24% | 167,012 | 5,437 | 3.4% | $61.50万 | 加仓 |
| IYW | ISHARES TR | $1,932.27万 | 2.29% | 106,508 | -4,702 | -4.2% | -$85.30万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2,181.54万 | 2.59% | 662,075 | 158,201 | 31.4% | $521.27万 | 加仓 |
| ITOT | ISHARES TR | $2,408.79万 | 2.86% | 169,121 | -12,177 | -6.7% | -$173.44万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,595.07万 | 3.08% | 446,041 | 105,083 | 30.8% | $611.37万 | 加仓 |
| IVV | ISHARES TR | $2,907.92万 | 3.45% | 44,517 | -266 | -0.6% | -$17.38万 | 减仓 |
| AAPL | APPLE INC | $3,413.40万 | 4.05% | 134,497 | -278 | -0.2% | -$7.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,736.48万 | 5.62% | 271,587 | -5,081 | -1.8% | -$88.61万 | 减仓 |