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
— PINNACLE FINL PARTNERS INC $00.00%0 -13,182-100.0% -$125.77万 清仓
SRLN SSGA ACTIVE ETF TR $00.00%0 -22,222-100.0% -$91.71万 清仓
IGSB ISHARES TR $00.00%0 -8,125-100.0% -$42.96万 清仓
— CADENCE BANK $00.00%0 -6,969-100.0% -$29.86万 清仓
PAYX PAYCHEX INC $00.00%0 -2,605-100.0% -$29.22万 清仓
USMV ISHARES TR $00.00%0 -2,742-100.0% -$25.82万 清仓
NVO NOVO-NORDISK A S $00.00%0 -4,337-100.0% -$22.07万 清仓
SCHG SCHWAB STRATEGIC TR $00.00%0 -6,508-100.0% -$21.23万 清仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -2,543-100.0% -$20.28万 清仓
— CREDIT SUISSE HIGH YIELD CRE $00.00%0 -15,300-100.0% -$3.06万 清仓
FSCO FS CREDIT OPPORTUNITIES CORP $9.77万0.01%19,149 00.0% — 不变
GPK GRAPHIC PACKAGING HLDG CO $18.79万0.02%18,899 -4,002-17.5% -$3.98万 减仓
PSX PHILLIPS 66 $20.08万0.02%1,102 1,102— $20.08万 新建仓
CAH CARDINAL HEALTH INC $21.13万0.03%1,000 -105-9.5% -$2.22万 减仓
TXN TEXAS INSTRS INC $21.49万0.03%1,107 -336-23.3% -$6.52万 减仓
ATO ATMOS ENERGY CORP $21.65万0.03%1,172 -79-6.3% -$1.46万 减仓
SCHM SCHWAB STRATEGIC TR $22.24万0.03%7,184 -771-9.7% -$2.39万 减仓
EBAY EBAY INC. $22.27万0.03%2,447 1084.6% $9,830 加仓
YUM YUM BRANDS INC $22.42万0.03%1,442 -40-2.7% -$6,219 减仓
XLP SELECT SECTOR SPDR TR $22.42万0.03%2,735 2,735— $22.42万 新建仓
VRP INVESCO EXCH TRADED FD TR II $22.45万0.03%9,361 -32-0.3% -$767 减仓
HEFA ISHARES TR $22.86万0.03%5,380 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $22.89万0.03%782 -17-2.1% -$4,977 减仓
IGHG PROSHARES TR $22.91万0.03%2,950 -115-3.8% -$8,931 减仓
FLOT ISHARES TR $22.93万0.03%4,500 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $22.94万0.03%5,971 00.0% — 不变
NEAR ISHARES U S ETF TR $22.98万0.03%4,520 00.0% — 不变
KMB KIMBERLY-CLARK CORP $23.82万0.03%2,469 -48-1.9% -$4,631 减仓
PH PARKER-HANNIFIN CORP $25.78万0.03%288 -9-3.0% -$8,057 减仓
PFE PFIZER INC $25.88万0.03%9,216 -8,909-49.2% -$25.02万 减仓
GLD SPDR GOLD TR $26.68万0.03%620 356.0% $1.51万 加仓
XLE SELECT SECTOR SPDR TR $26.70万0.03%4,358 4,358— $26.70万 新建仓
VXUS VANGUARD STAR FDS $26.83万0.03%3,479 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $26.99万0.03%17,248 17,248— $26.99万 新建仓
GE GE AEROSPACE $27.04万0.03%953 00.0% — 不变
IJR ISHARES TR $27.06万0.03%2,176 -175-7.4% -$2.18万 减仓
CRM SALESFORCE INC $28.86万0.03%1,546 1,546— $28.86万 新建仓
HDV ISHARES TR $29.21万0.03%2,152 00.0% — 不变
USFR WISDOMTREE TR $30.20万0.04%6,000 00.0% — 不变
MU MICRON TECHNOLOGY INC $31.52万0.04%933 -461-33.1% -$15.57万 减仓
BMY BRISTOL-MYERS SQUIBB CO $32.91万0.04%5,426 -65-1.2% -$3,942 减仓
NFG NATIONAL FUEL GAS CO $33.79万0.04%3,596 -24-0.7% -$2,255 减仓
ACN ACCENTURE PLC IRELAND $34.22万0.04%1,726 -207-10.7% -$4.10万 减仓
JCI JOHNSON CONTROLS INTERNATION $35.34万0.04%2,699 -74-2.7% -$9,690 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $35.46万0.04%575 -15-2.5% -$9,251 减仓
VWO VANGUARD INTL EQUITY INDEX F $36.81万0.04%6,810 00.0% — 不变
TLTD FLEXSHARES TR $37.10万0.04%3,947 00.0% — 不变
FAST FASTENAL CO $38.73万0.05%8,348 -1,201-12.6% -$5.57万 减仓
PNC PNC FINL SVCS GROUP INC $40.08万0.05%1,926 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $40.57万0.05%4,475 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $40.63万0.05%6,340 00.0% — 不变
GSY INVESCO ACTIVELY MANAGED EXC $41.16万0.05%8,212 6859.1% $3.43万 加仓
IWF ISHARES TR $41.36万0.05%970 -4-0.4% -$1,706 减仓
PFF ISHARES TR $41.54万0.05%13,700 00.0% — 不变
TSLA TESLA INC $42.01万0.05%1,130 -154-12.0% -$5.72万 减仓
FTV FORTIVE CORP $42.05万0.05%7,606 00.0% — 不变
ADI ANALOG DEVICES INC $42.25万0.05%1,328 -58-4.2% -$1.85万 减仓
VLTO VERALTO CORP $42.97万0.05%4,860 00.0% — 不变
IWB ISHARES TR $43.04万0.05%1,207 00.0% — 不变
GILD GILEAD SCIENCES INC $43.82万0.05%3,144 -200-6.0% -$2.79万 减仓
TJX TJX COS INC NEW $45.18万0.05%2,829 -169-5.6% -$2.70万 减仓
WFC WELLS FARGO & CO $45.89万0.05%5,764 1803.2% $1.43万 加仓
GPN GLOBAL PMTS INC $48.80万0.06%7,250 -908-11.1% -$6.11万 减仓
CL COLGATE PALMOLIVE CO $48.92万0.06%5,740 -575-9.1% -$4.90万 减仓
AEP AMERICAN ELEC PWR CO INC $48.93万0.06%3,733 -19-0.5% -$2,491 减仓
SCHD SCHWAB STRATEGIC TR $49.15万0.06%16,020 -1,411-8.1% -$4.33万 减仓
IDMO INVESCO EXCH TRADED FD TR II $49.47万0.06%9,020 9,020— $49.47万 新建仓
MCO MOODYS CORP $49.86万0.06%1,143 -232-16.9% -$10.12万 减仓
CSX CSX CORP $50.76万0.06%12,367 -308-2.4% -$1.26万 减仓
VPU VANGUARD WORLD FD $51.52万0.06%2,600 00.0% — 不变
EMR EMERSON ELEC CO $54.60万0.06%4,167 -54-1.3% -$7,075 减仓
VTV VANGUARD INDEX FDS $55.62万0.07%2,835 00.0% — 不变
AXP AMERICAN EXPRESS CO $55.96万0.07%1,850 -11-0.6% -$3,327 减仓
JFLX J P MORGAN EXCHANGE TRADED F $56.92万0.07%11,460 7637.1% $3.79万 加仓
XSD SPDR SERIES TRUST $57.14万0.07%1,752 -44-2.4% -$1.43万 减仓
NVS NOVARTIS AG $57.77万0.07%3,782 -241-6.0% -$3.68万 减仓
IXN ISHARES TR $58.32万0.07%5,834 -149-2.5% -$1.49万 减仓
DUK DUKE ENERGY CORP NEW $60.32万0.07%4,607 -201-4.2% -$2.63万 减仓
IJH ISHARES TR $61.45万0.07%9,100 -35-0.4% -$2,364 减仓
SLV ISHARES SILVER TR $63.16万0.07%9,269 2,53337.6% $17.26万 加仓
JPIB J P MORGAN EXCHANGE TRADED F $63.59万0.08%13,297 13,297— $63.59万 新建仓
UNH UNITEDHEALTH GROUP INC $63.78万0.08%2,357 -331-12.3% -$8.96万 减仓
ORCL ORACLE CORP $65.26万0.08%4,436 61516.1% $9.05万 加仓
SCHB SCHWAB STRATEGIC TR $65.42万0.08%26,065 -458-1.7% -$1.15万 减仓
QCOM QUALCOMM INC $69.30万0.08%5,381 -172-3.1% -$2.22万 减仓
AFL AFLAC INC $71.46万0.08%6,513 -133-2.0% -$1.46万 减仓
MO ALTRIA GROUP INC $71.65万0.09%10,857 -236-2.1% -$1.56万 减仓
MPC MARATHON PETE CORP $71.90万0.09%2,945 260.9% $6,348 加仓
IYC ISHARES TR $73.18万0.09%7,551 00.0% — 不变
COP CONOCOPHILLIPS $74.59万0.09%5,651 -198-3.4% -$2.61万 减仓
PNFP PINNACLE FINL PARTNERS INC $75.00万0.09%8,707 8,707— $75.00万 新建仓
XLU SELECT SECTOR SPDR TR $75.44万0.09%16,439 4072.5% $1.87万 加仓
SEIC SEI INVTS CO $75.72万0.09%9,650 00.0% — 不变
XLI SELECT SECTOR SPDR TR $77.58万0.09%4,797 00.0% — 不变
IJS ISHARES TR $77.61万0.09%6,552 5629.4% $6.66万 加仓
QQQ INVESCO QQQ TR $77.70万0.09%1,346 -194-12.6% -$11.20万 减仓
LLY ELI LILLY & CO $82.41万0.10%896 -38-4.1% -$3.50万 减仓
CVS CVS HEALTH CORP $84.41万0.10%11,753 -100-0.8% -$7,182 减仓
LKQ LKQ CORP $85.88万0.10%29,241 -24,910-46.0% -$73.16万 减仓
IGEB ISHARES TR $87.16万0.10%19,343 -843-4.2% -$3.80万 减仓