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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,311.84万 | 5.29% | 265,472 | -6,115 | -2.3% | -$122.36万 | 减仓 |
| AAPL | APPLE INC | $3,862.50万 | 3.84% | 133,484 | -1,013 | -0.8% | -$29.31万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $3,600.52万 | 3.58% | 682,952 | 20,877 | 3.2% | $110.06万 | 加仓 |
| KLAC | KLA CORP | $3,519.22万 | 3.50% | 116,643 | -9,007 | -7.2% | -$271.75万 | 减仓 |
| IVV | ISHARES TR | $3,244.01万 | 3.23% | 43,318 | -1,199 | -2.7% | -$89.79万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,016.72万 | 3.00% | 443,571 | -2,470 | -0.6% | -$16.80万 | 减仓 |
| ITOT | ISHARES TR | $2,722.50万 | 2.71% | 165,733 | -3,388 | -2.0% | -$55.65万 | 减仓 |
| IYW | ISHARES TR | $2,719.85万 | 2.71% | 107,832 | 1,324 | 1.2% | $33.40万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,664.38万 | 2.65% | 36,852 | -1,200 | -3.2% | -$86.76万 | 减仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $2,583.94万 | 2.57% | 584,866 | 4,338 | 0.7% | $19.17万 | 加仓 |
| IVW | ISHARES TR | $2,506.44万 | 2.49% | 182,247 | 15,235 | 9.1% | $209.53万 | 加仓 |
| GOOGL | ALPHABET INC | $2,023.45万 | 2.01% | 56,621 | -2,224 | -3.8% | -$79.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,723.43万 | 1.71% | 46,202 | -385 | -0.8% | -$14.36万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,628.33万 | 1.62% | 22,614 | -2,432 | -9.7% | -$175.12万 | 减仓 |
| CSCO | CISCO SYS INC | $1,617.78万 | 1.61% | 137,730 | -817 | -0.6% | -$9.60万 | 减仓 |
| AVGO | BROADCOM INC | $1,612.76万 | 1.60% | 42,694 | -1,001 | -2.3% | -$37.81万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,442.44万 | 1.44% | 120,686 | 1,958 | 1.6% | $23.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,388.10万 | 1.38% | 42,407 | -589 | -1.4% | -$19.28万 | 减仓 |
| URI | UNITED RENTALS INC | $1,358.71万 | 1.35% | 11,993 | -268 | -2.2% | -$30.36万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,340.19万 | 1.33% | 224,449 | 31,823 | 16.5% | $190.02万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,280.28万 | 1.27% | 349,803 | 349,803 | — | $1,280.28万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,148.71万 | 1.14% | 11,358 | -622 | -5.2% | -$62.91万 | 减仓 |
| CMI | CUMMINS INC | $1,142.49万 | 1.14% | 16,019 | -548 | -3.3% | -$39.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,111.53万 | 1.11% | 30,038 | -37 | -0.1% | -$1.37万 | 减仓 |
| AMZN | AMAZON COM INC | $1,101.93万 | 1.10% | 46,233 | 4,659 | 11.2% | $111.04万 | 加仓 |
| WAB | WABTEC | $1,061.65万 | 1.06% | 39,379 | -229 | -0.6% | -$6.17万 | 减仓 |
| META | META PLATFORMS INC | $1,055.05万 | 1.05% | 18,730 | 50 | 0.3% | $2.82万 | 加仓 |
| AOA | ISHARES TR | $1,052.55万 | 1.05% | 107,843 | -4,254 | -3.8% | -$41.52万 | 减仓 |
| WMT | WALMART INC | $1,006.98万 | 1.00% | 88,908 | -1,131 | -1.3% | -$12.81万 | 减仓 |
| KO | COCA COLA CO | $986.22万 | 0.98% | 121,351 | -2,451 | -2.0% | -$19.92万 | 减仓 |
| MCK | MCKESSON CORP | $942.85万 | 0.94% | 12,478 | 54 | 0.4% | $4.08万 | 加仓 |
| VLO | VALERO ENERGY CORP | $906.41万 | 0.90% | 34,803 | -3,094 | -8.2% | -$80.58万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $897.73万 | 0.89% | 117,044 | 499 | 0.4% | $3.83万 | 加仓 |
| PHM | PULTE GROUP INC | $889.21万 | 0.88% | 64,807 | -42 | -0.1% | -$5,763 | 减仓 |
| APP | APPLOVIN CORP | $820.50万 | 0.82% | 15,925 | 426 | 2.7% | $21.95万 | 加仓 |
| OEF | ISHARES TR | $800.85万 | 0.80% | 21,889 | 2,391 | 12.3% | $87.48万 | 加仓 |
| GOOG | ALPHABET INC | $770.05万 | 0.77% | 21,794 | -63 | -0.3% | -$2.23万 | 减仓 |
| INCY | INCYTE CORP | $735.64万 | 0.73% | 64,894 | 645 | 1.0% | $7.31万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $726.74万 | 0.72% | 150,308 | 137,011 | 1,030.4% | $662.45万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $706.31万 | 0.70% | 37,073 | 43 | 0.1% | $8,192 | 加仓 |
| HD | HOME DEPOT INC | $701.32万 | 0.70% | 19,885 | -151 | -0.8% | -$5.33万 | 减仓 |
| DHR | DANAHER CORP DEL | $685.60万 | 0.68% | 35,993 | -202 | -0.6% | -$3.85万 | 减仓 |
| CVX | CHEVRON CORPORATION | $665.89万 | 0.66% | 40,172 | -191 | -0.5% | -$3.17万 | 减仓 |
| IQLT | ISHARES TR | $663.58万 | 0.66% | 133,921 | -2,290 | -1.7% | -$11.35万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $657.52万 | 0.65% | 23,382 | 80 | 0.3% | $2.25万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $652.82万 | 0.65% | 14,230 | -44 | -0.3% | -$2.02万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $627.06万 | 0.62% | 12,507 | -56 | -0.4% | -$2.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $618.12万 | 0.62% | 24,338 | -68 | -0.3% | -$1.73万 | 减仓 |
| BAC | BANK OF AMER CORP | $603.17万 | 0.60% | 105,857 | -664 | -0.6% | -$3.78万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $601.15万 | 0.60% | 5,208 | 4,275 | 458.2% | $493.46万 | 加仓 |
| ALL | ALLSTATE CORP | $600.98万 | 0.60% | 25,257 | -388 | -1.5% | -$9.23万 | 减仓 |
| UNP | UNION PAC CORP | $597.34万 | 0.59% | 21,961 | -212 | -1.0% | -$5.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $596.87万 | 0.59% | 11,621 | 19 | 0.2% | $9,759 | 加仓 |
| LOW | LOWES COS INC | $592.63万 | 0.59% | 26,878 | 79 | 0.3% | $1.74万 | 加仓 |
| AIQ | GLOBAL X FDS | $565.14万 | 0.56% | 86,137 | -4,472 | -4.9% | -$29.34万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $562.49万 | 0.56% | 27,304 | 216 | 0.8% | $4.45万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $532.50万 | 0.53% | 65,612 | -534 | -0.8% | -$4.33万 | 减仓 |
| AOR | ISHARES TR | $531.98万 | 0.53% | 76,543 | -4,923 | -6.0% | -$34.22万 | 减仓 |
| DTE | DTE ENERGY CO | $515.89万 | 0.51% | 33,858 | 298 | 0.9% | $4.54万 | 加仓 |
| MRK | MERCK & CO INC | $513.01万 | 0.51% | 39,923 | 639 | 1.6% | $8.21万 | 加仓 |
| SYK | STRYKER CORPORATION | $502.64万 | 0.50% | 15,965 | -19 | -0.1% | -$5,982 | 减仓 |
| ABBV | ABBVIE INC | $486.93万 | 0.48% | 19,350 | -156 | -0.8% | -$3.93万 | 减仓 |
| CBRE | CBRE GROUP INC | $473.03万 | 0.47% | 35,120 | 6 | 0.0% | $808 | 加仓 |
| DOV | DOVER CORP | $438.44万 | 0.44% | 19,549 | 64 | 0.3% | $1.44万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $395.06万 | 0.39% | 73,691 | 172 | 0.2% | $9,221 | 加仓 |
| BG | BUNGE GLOBAL SA | $392.73万 | 0.39% | 36,796 | 1,578 | 4.5% | $16.84万 | 加仓 |
| DIS | DISNEY WALT CO | $390.94万 | 0.39% | 40,617 | 297 | 0.7% | $2.86万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $388.98万 | 0.39% | 9,937 | 95 | 1.0% | $3.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $388.65万 | 0.39% | 7,767 | -603 | -7.2% | -$30.17万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $383.69万 | 0.38% | 5,138 | -114 | -2.2% | -$8.51万 | 减仓 |
| TGT | TARGET CORP | $369.46万 | 0.37% | 28,287 | 702 | 2.5% | $9.17万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $368.08万 | 0.37% | 11,150 | -225 | -2.0% | -$7.43万 | 减仓 |
| IEFA | ISHARES TR | $365.87万 | 0.36% | 37,883 | -1,097 | -2.8% | -$10.59万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $365.45万 | 0.36% | 5,321 | -785 | -12.9% | -$53.91万 | 减仓 |
| IAU | ISHARES GOLD TR | $362.77万 | 0.36% | 48,042 | 3,293 | 7.4% | $24.87万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $347.29万 | 0.35% | 82,024 | 473 | 0.6% | $2.00万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $338.94万 | 0.34% | 9,844 | 328 | 3.4% | $11.29万 | 加仓 |
| MOAT | VANECK ETF TRUST | $334.15万 | 0.33% | 32,142 | -11,558 | -26.4% | -$120.16万 | 减仓 |
| V | VISA INC | $327.32万 | 0.33% | 9,540 | -314 | -3.2% | -$10.77万 | 减仓 |
| IFRA | ISHARES TR | $323.77万 | 0.32% | 51,359 | -364 | -0.7% | -$2.29万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $309.73万 | 0.31% | 81,401 | 913 | 1.1% | $3.47万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $299.25万 | 0.30% | 72,809 | -44,199 | -37.8% | -$181.66万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $291.24万 | 0.29% | 19,861 | -480 | -2.4% | -$7.04万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $281.26万 | 0.28% | 11,887 | -492 | -4.0% | -$11.64万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $276.13万 | 0.27% | 8,160 | -1,740 | -17.6% | -$58.88万 | 减仓 |
| ITA | ISHARES TR | $237.96万 | 0.24% | 9,816 | 156 | 1.6% | $3.78万 | 加仓 |
| CAT | CATERPILLAR INC | $232.72万 | 0.23% | 2,185 | -9 | -0.4% | -$9,586 | 减仓 |
| WRLD | WORLD ACCEP CORPORATION | $218.95万 | 0.22% | 9,782 | 129 | 1.3% | $2.89万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $217.58万 | 0.22% | 4,165 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $217.17万 | 0.22% | 98,981 | -2,833 | -2.8% | -$6.22万 | 减仓 |
| IWY | ISHARES TR | $216.02万 | 0.21% | 7,433 | -4,479 | -37.6% | -$130.17万 | 减仓 |
| EFG | ISHARES TR | $212.45万 | 0.21% | 17,075 | -2,515 | -12.8% | -$31.29万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $206.08万 | 0.21% | 45,095 | 973 | 2.2% | $4.45万 | 加仓 |
| DE | DEERE & CO | $200.45万 | 0.20% | 3,160 | -198 | -5.9% | -$12.56万 | 减仓 |
| APTV | APTIV PLC | $194.64万 | 0.19% | 31,711 | 6,272 | 24.7% | $38.50万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $189.32万 | 0.19% | 57,842 | 24,501 | 73.5% | $80.19万 | 加仓 |
| AMGN | AMGEN INC | $188.52万 | 0.19% | 5,206 | -83 | -1.6% | -$3.01万 | 减仓 |
| APH | AMPHENOL CORP | $187.69万 | 0.19% | 10,645 | -160 | -1.5% | -$2.82万 | 减仓 |
| MUB | ISHARES TR | $187.44万 | 0.19% | 17,417 | -2,357 | -11.9% | -$25.37万 | 减仓 |
| PEP | PEPSICO INC | $186.88万 | 0.19% | 13,802 | 35 | 0.3% | $4,739 | 加仓 |