Patten Group, Inc.
CHATTANOOGA TN · SEC CIK 0001633207
$5.75亿2026Q1 申报市值
296持仓数
27.0%前十大占比 · 第一大 4.9%
23 / 28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
BRK/A 新建仓+$1,723.54万
BRK/B 加仓+$1,526.92万
AZN 新建仓+$587.69万
PNFP 新建仓+$168.86万
DTH 加仓+$105.30万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$601.28万
PINNACLE FINL PA 清仓-$183.35万
NUVEEN S&P 500 B 清仓-$98.62万
FISV 清仓-$58.10万
SPY 减仓-$57.62万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $40.04万 | 0.07% | 670 | -28 | -4.0% | -$1.67万 | 减仓 |
| EWA | ISHARES INC | $40.05万 | 0.07% | 14,428 | 4,406 | 44.0% | $12.23万 | 加仓 |
| CRBN | ISHARES TR | $40.37万 | 0.07% | 1,812 | -85 | -4.5% | -$1.89万 | 减仓 |
| WSO | WATSCO INC | $41.25万 | 0.07% | 1,134 | 639 | 129.1% | $23.25万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.59万 | 0.07% | 2,843 | 1,521 | 115.1% | $22.25万 | 重新持有 |
| SRE | SEMPRA | $42.75万 | 0.07% | 4,399 | 43 | 1.0% | $4,178 | 加仓 |
| TXUE | THORNBURG ETF TR | $42.88万 | 0.07% | 13,322 | 1,769 | 15.3% | $5.69万 | 加仓 |
| UNM | UNUM GROUP | $43.50万 | 0.08% | 5,956 | 26 | 0.4% | $1,899 | 加仓 |
| IDV | ISHARES TR | $43.91万 | 0.08% | 10,317 | 3,809 | 58.5% | $16.21万 | 加仓 |
| USMV | ISHARES TR | $43.99万 | 0.08% | 4,744 | -609 | -11.4% | -$5.65万 | 减仓 |
| UNP | UNION PAC CORP | $44.01万 | 0.08% | 1,814 | 64 | 3.7% | $1.55万 | 加仓 |
| IBND | SPDR SERIES TRUST | $44.32万 | 0.08% | 14,260 | 906 | 6.8% | $2.82万 | 加仓 |
| MDT | MEDTRONIC PLC | $44.49万 | 0.08% | 5,134 | -146 | -2.8% | -$1.27万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $44.74万 | 0.08% | 2,706 | 476 | 21.3% | $7.87万 | 加仓 |
| STIP | ISHARES TR | $44.75万 | 0.08% | 4,327 | -2,453 | -36.2% | -$25.37万 | 减仓 |
| SYM | SYMBOTIC INC | $45.16万 | 0.08% | 8,488 | 4,258 | 100.7% | $22.65万 | 重新持有 |
| DNP | DNP SELECT INCOME FD INC | $45.22万 | 0.08% | 43,907 | -495 | -1.1% | -$5,099 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $45.78万 | 0.08% | 2,190 | -79 | -3.5% | -$1.65万 | 减仓 |
| IAU | ISHARES GOLD TR | $46.15万 | 0.08% | 5,235 | 60 | 1.2% | $5,290 | 加仓 |
| POWL | POWELL INDS INC | $46.21万 | 0.08% | 854 | 76 | 9.8% | $4.11万 | 重新持有 |
| ICSH | ISHARES TR | $46.45万 | 0.08% | 9,177 | 1,363 | 17.4% | $6.90万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $47.34万 | 0.08% | 13,165 | 2,518 | 23.6% | $9.05万 | 加仓 |
| DG | DOLLAR GEN CORP | $47.80万 | 0.08% | 4,026 | 448 | 12.5% | $5.32万 | 加仓 |
| VTR | VENTAS INC | $47.87万 | 0.08% | 5,853 | 31 | 0.5% | $2,535 | 加仓 |
| MOAT | VANECK ETF TRUST | $48.04万 | 0.08% | 4,968 | -1,404 | -22.0% | -$13.58万 | 减仓 |
| IGM | ISHARES TR | $48.22万 | 0.08% | 4,069 | -41 | -1.0% | -$4,859 | 减仓 |
| MELI | MERCADOLIBRE INC | $48.59万 | 0.08% | 281 | 98 | 53.6% | $16.94万 | 加仓 |
| AXTI | AXT INC | $50.02万 | 0.09% | 8,779 | 8,779 | — | $50.02万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $50.05万 | 0.09% | 6,331 | -123 | -1.9% | -$9,724 | 减仓 |
| FIX | COMFORT SYS USA INC | $50.47万 | 0.09% | 366 | 366 | — | $50.47万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $51.26万 | 0.09% | 4,175 | 2,608 | 166.4% | $32.02万 | 重新持有 |
| PLD | PROLOGIS INC. | $51.68万 | 0.09% | 3,910 | 115 | 3.0% | $1.52万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $51.92万 | 0.09% | 12,879 | 12,879 | — | $51.92万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $52.77万 | 0.09% | 21,125 | 12,945 | 158.3% | $32.34万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $53.18万 | 0.09% | 17,654 | 1,657 | 10.4% | $4.99万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $54.47万 | 0.09% | 2,949 | 5 | 0.2% | $924 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $55.79万 | 0.10% | 5,920 | 919 | 18.4% | $8.66万 | 加仓 |
| GE | GE AEROSPACE | $56.24万 | 0.10% | 1,982 | 89 | 4.7% | $2.53万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $56.61万 | 0.10% | 8,335 | 534 | 6.8% | $3.63万 | 加仓 |
| GOVT | ISHARES TR | $56.73万 | 0.10% | 24,763 | -389 | -1.5% | -$8,912 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $56.96万 | 0.10% | 11,658 | -180 | -1.5% | -$8,795 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.30万 | 0.10% | 8,942 | 387 | 4.5% | $2.48万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $57.91万 | 0.10% | 824 | 824 | — | $57.91万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $58.29万 | 0.10% | 1,725 | 1,725 | — | $58.29万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $59.99万 | 0.10% | 8,705 | 825 | 10.5% | $5.69万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $60.42万 | 0.11% | 9,853 | -11 | -0.1% | -$675 | 减仓 |
| IWV | ISHARES TR | $60.49万 | 0.11% | 1,632 | 49 | 3.1% | $1.82万 | 加仓 |
| C | CITIGROUP INC | $61.55万 | 0.11% | 5,427 | 53 | 1.0% | $6,011 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $63.31万 | 0.11% | 13,796 | 730 | 5.6% | $3.35万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $63.44万 | 0.11% | 12,522 | 1,004 | 8.7% | $5.09万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $64.07万 | 0.11% | 2,118 | 414 | 24.3% | $12.52万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $64.15万 | 0.11% | 39,918 | 39,918 | — | $64.15万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.68万 | 0.11% | 1,914 | 52 | 2.8% | $1.76万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $64.80万 | 0.11% | 4,445 | 623 | 16.3% | $9.08万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.08万 | 0.12% | 2,516 | -1,176 | -31.9% | -$31.82万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $68.54万 | 0.12% | 1,134 | -321 | -22.1% | -$19.40万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $68.91万 | 0.12% | 4,700 | 85 | 1.8% | $1.25万 | 加仓 |
| SPYI | NEOS ETF TRUST | $69.56万 | 0.12% | 14,089 | 4,933 | 53.9% | $24.35万 | 加仓 |
| HD | HOME DEPOT INC | $71.03万 | 0.12% | 2,160 | -12 | -0.6% | -$3,946 | 减仓 |
| TLT | ISHARES TR | $71.74万 | 0.12% | 8,275 | -938 | -10.2% | -$8.13万 | 减仓 |
| COP | CONOCOPHILLIPS | $71.91万 | 0.12% | 5,447 | 83 | 1.5% | $1.10万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $74.33万 | 0.13% | 38,793 | 654 | 1.7% | $1.25万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $74.89万 | 0.13% | 7,294 | -206 | -2.7% | -$2.12万 | 减仓 |
| SO | SOUTHERN CO | $75.63万 | 0.13% | 7,836 | 105 | 1.4% | $1.01万 | 加仓 |
| WY | WEYERHAEUSER CO | $75.85万 | 0.13% | 31,046 | 2,740 | 9.7% | $6.69万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $76.10万 | 0.13% | 5,592 | -8 | -0.1% | -$1,089 | 减仓 |
| VTI | VANGUARD INDEX FDS | $77.63万 | 0.13% | 2,420 | -68 | -2.7% | -$2.18万 | 减仓 |
| ROL | ROLLINS INC | $79.53万 | 0.14% | 14,890 | 6,972 | 88.1% | $37.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $80.81万 | 0.14% | 1,400 | -109 | -7.2% | -$6.29万 | 减仓 |
| ORCL | ORACLE CORP | $81.89万 | 0.14% | 5,566 | -456 | -7.6% | -$6.71万 | 减仓 |
| AMRZ | AMRIZE LTD | $82.03万 | 0.14% | 14,664 | 879 | 6.4% | $4.92万 | 加仓 |
| IEI | ISHARES TR | $83.87万 | 0.15% | 7,072 | 481 | 7.3% | $5.70万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $85.23万 | 0.15% | 29,542 | 29,542 | — | $85.23万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $85.38万 | 0.15% | 8,307 | -19 | -0.2% | -$1,953 | 减仓 |
| VTV | VANGUARD INDEX FDS | $89.30万 | 0.16% | 4,552 | 301 | 7.1% | $5.91万 | 加仓 |
| IUSV | ISHARES TR | $89.71万 | 0.16% | 8,774 | 483 | 5.8% | $4.94万 | 加仓 |
| IGV | ISHARES TR | $91.35万 | 0.16% | 11,412 | -5,617 | -33.0% | -$44.96万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $92.63万 | 0.16% | 15,555 | 714 | 4.8% | $4.25万 | 加仓 |
| D | DOMINION ENERGY INC | $93.50万 | 0.16% | 15,125 | -78 | -0.5% | -$4,822 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $94.48万 | 0.16% | 7,256 | 2,391 | 49.1% | $31.13万 | 加仓 |
| IWB | ISHARES TR | $95.52万 | 0.17% | 2,679 | -276 | -9.3% | -$9.84万 | 减仓 |
| IWD | ISHARES TR | $98.72万 | 0.17% | 4,620 | -134 | -2.8% | -$2.86万 | 减仓 |
| ALC | ALCON AG | $100.11万 | 0.17% | 13,286 | -943 | -6.6% | -$7.11万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $100.78万 | 0.18% | 6,949 | 176 | 2.6% | $2.55万 | 加仓 |
| IJK | ISHARES TR | $104.33万 | 0.18% | 10,369 | 26 | 0.3% | $2,616 | 加仓 |
| DOV | DOVER CORP | $105.68万 | 0.18% | 5,070 | 70 | 1.4% | $1.46万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $106.19万 | 0.18% | 9,472 | -142 | -1.5% | -$1.59万 | 减仓 |
| ZTS | ZOETIS INC | $106.52万 | 0.19% | 9,011 | 561 | 6.6% | $6.63万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $108.83万 | 0.19% | 4,969 | 397 | 8.7% | $8.70万 | 加仓 |
| IJT | ISHARES TR | $108.86万 | 0.19% | 7,523 | 1,601 | 27.0% | $23.17万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $109.69万 | 0.19% | 6,282 | 3,353 | 114.5% | $58.55万 | 加仓 |
| ACWI | ISHARES TR | $109.98万 | 0.19% | 7,948 | 74 | 0.9% | $1.02万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $111.80万 | 0.19% | 12,638 | -167 | -1.3% | -$1.48万 | 减仓 |
| TFC | TRUIST FINL CORP | $112.93万 | 0.20% | 24,567 | -684 | -2.7% | -$3.14万 | 减仓 |
| CWB | SPDR SERIES TRUST | $113.70万 | 0.20% | 12,424 | -16 | -0.1% | -$1,464 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $115.65万 | 0.20% | 7,283 | 170 | 2.4% | $2.70万 | 加仓 |
| QCOM | QUALCOMM INC | $117.10万 | 0.20% | 9,093 | -2,394 | -20.8% | -$30.83万 | 减仓 |
| LOW | LOWES COS INC | $117.27万 | 0.20% | 4,963 | -40 | -0.8% | -$9,451 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $117.69万 | 0.20% | 13,808 | 194 | 1.4% | $1.65万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $120.15万 | 0.21% | 24,219 | 4,810 | 24.8% | $23.86万 | 加仓 |