Patton Albertson Miller Group, LLC
Chattanooga TN · SEC CIK 0001511037
$10.05亿2026Q2 申报市值
213持仓数
33.1%前十大占比 · 第一大 5.3%
5 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CORO 新建仓+$1,280.28万
JPIB 加仓+$662.45万
MU 加仓+$493.46万
IVW 加仓+$209.53万
SHLD 加仓+$190.02万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$271.75万
TCAF 减仓-$181.66万
PWR 减仓-$175.12万
IWY 减仓-$130.17万
NVDA 减仓-$122.36万
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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $1,442.44万 | 1.44% | 120,686 | 1,958 | 1.6% | $23.40万 | 加仓 |
| AVGO | BROADCOM INC | $1,612.76万 | 1.60% | 42,694 | -1,001 | -2.3% | -$37.81万 | 减仓 |
| CSCO | CISCO SYS INC | $1,617.78万 | 1.61% | 137,730 | -817 | -0.6% | -$9.60万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,628.33万 | 1.62% | 22,614 | -2,432 | -9.7% | -$175.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,723.43万 | 1.71% | 46,202 | -385 | -0.8% | -$14.36万 | 减仓 |
| GOOGL | ALPHABET INC | $2,023.45万 | 2.01% | 56,621 | -2,224 | -3.8% | -$79.48万 | 减仓 |
| IVW | ISHARES TR | $2,506.44万 | 2.49% | 182,247 | 15,235 | 9.1% | $209.53万 | 加仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $2,583.94万 | 2.57% | 584,866 | 4,338 | 0.7% | $19.17万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,664.38万 | 2.65% | 36,852 | -1,200 | -3.2% | -$86.76万 | 减仓 |
| IYW | ISHARES TR | $2,719.85万 | 2.71% | 107,832 | 1,324 | 1.2% | $33.40万 | 加仓 |
| ITOT | ISHARES TR | $2,722.50万 | 2.71% | 165,733 | -3,388 | -2.0% | -$55.65万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,016.72万 | 3.00% | 443,571 | -2,470 | -0.6% | -$16.80万 | 减仓 |
| IVV | ISHARES TR | $3,244.01万 | 3.23% | 43,318 | -1,199 | -2.7% | -$89.79万 | 减仓 |
| KLAC | KLA CORP | $3,519.22万 | 3.50% | 116,643 | -9,007 | -7.2% | -$271.75万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $3,600.52万 | 3.58% | 682,952 | 20,877 | 3.2% | $110.06万 | 加仓 |
| AAPL | APPLE INC | $3,862.50万 | 3.84% | 133,484 | -1,013 | -0.8% | -$29.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,311.84万 | 5.29% | 265,472 | -6,115 | -2.3% | -$122.36万 | 减仓 |