13F 机构持仓

Patten Group, Inc.

CHATTANOOGA TN · SEC CIK 0001633207

2026Q22026Q1 更早 9 个季度 🔒
$6.43亿2026Q2 申报市值
325持仓数
26.7%前十大占比 · 第一大 5.2%
45 / 17新建仓 / 清仓
申报市值走势$6.43亿2026Q2
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 5.2%
BRK/B 3.6%
AAPL 3.1%
BRK/A 2.8%
MSFT 2.6%
KO 2.3%
V 2.0%
AVGO 2.0%
IWF 1.6%
JPM 1.5%

2026Q2 买入最多 按季末市值估算

OUST 加仓+$205.62万
ALLW 加仓+$132.66万
WDC 新建仓+$121.23万
GEV 加仓+$117.37万
SNDK 新建仓+$116.19万

2026Q2 卖出最多 按季末市值估算

AGG 减仓-$157.88万
IWF 减仓-$146.37万
JEPI 减仓-$108.63万
ZTS 清仓-$106.52万
BAC 减仓-$95.14万

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
USMV ISHARES TR $41.89万0.07%4,343 -401-8.5% -$3.87万 减仓
TLTW ISHARES TR $41.93万0.07%18,767 18,767— $41.93万 新建仓
IWM ISHARES TR $42.12万0.07%1,402 26723.5% $8.02万 加仓
EEM ISHARES TR $42.48万0.07%6,210 1,80240.9% $12.33万 加仓
IDV ISHARES TR $42.98万0.07%10,375 580.6% $2,403 加仓
COIN COINBASE GLOBAL INC $43.30万0.07%2,962 -3,320-52.8% -$48.54万 减仓
IBND SPDR SERIES TRUST $43.47万0.07%13,941 -319-2.2% -$9,946 减仓
TLT ISHARES TR $43.52万0.07%5,036 -3,239-39.1% -$27.99万 减仓
CRBN ISHARES TR $45.61万0.07%1,803 -9-0.5% -$2,277 减仓
MOAT VANECK ETF TRUST $45.94万0.07%4,419 -549-11.1% -$5.71万 减仓
DNP DNP SELECT INCOME FD INC $46.36万0.07%42,968 -939-2.1% -$1.01万 减仓
PLTR PALANTIR TECHNOLOGIES INC $46.99万0.07%4,028 1,18541.7% $13.83万 加仓
ABBV ABBVIE INC $47.18万0.07%1,875 38625.9% $9.71万 加仓
TXUE THORNBURG ETF TR $47.45万0.07%13,745 4233.2% $1.46万 加仓
VLO VALERO ENERGY CORP $47.50万0.07%1,824 39627.7% $10.31万 加仓
MRVL MARVELL TECHNOLOGY INC $47.75万0.07%1,603 1,603— $47.75万 新建仓
ANET ARISTA NETWORKS INC $48.96万0.08%2,882 -1,293-31.0% -$21.97万 减仓
SPYM SPDR SERIES TRUST $49.06万0.08%5,583 4077.9% $3.58万 加仓
STIP ISHARES TR $49.36万0.08%4,832 50511.7% $5.16万 加仓
SPTM SPDR SERIES TRUST $49.47万0.08%5,449 -882-13.9% -$8.01万 减仓
AIA ISHARES TR $49.48万0.08%3,493 49216.4% $6.97万 加仓
PM PHILIP MORRIS INTL INC $50.58万0.08%2,796 903.3% $1.63万 加仓
DG DOLLAR GEN CORP $51.21万0.08%4,449 42310.5% $4.87万 加仓
VTR VENTAS INC $51.56万0.08%5,806 -47-0.8% -$4,174 减仓
GOVT ISHARES TR $52.03万0.08%22,839 -1,924-7.8% -$4.38万 减仓
UNP UNION PAC CORP $52.03万0.08%1,913 995.5% $2.69万 加仓
WY WEYERHAEUSER CO $53.13万0.08%22,192 -8,854-28.5% -$21.20万 减仓
UNM UNUM GROUP $53.25万0.08%5,956 00.0% — 不变
KLAC KLA CORP $53.43万0.08%1,771 1,771— $53.43万 新建仓
RMBS RAMBUS INC DEL $54.87万0.09%4,134 4,134— $54.87万 新建仓
VYMI VANGUARD WHITEHALL FDS $55.61万0.09%5,663 -257-4.3% -$2.52万 减仓
ORCL ORACLE CORP $55.95万0.09%3,818 -1,748-31.4% -$25.62万 减仓
VIK VIKING HOLDINGS LTD $56.72万0.09%5,419 52810.8% $5.53万 加仓
PLD PROLOGIS INC. $57.07万0.09%4,213 3037.7% $4.10万 加仓
ABT ABBOTT LABORATORIES $57.57万0.09%6,344 -950-13.0% -$8.62万 减仓
COP CONOCOPHILLIPS $57.68万0.09%5,548 1011.9% $1.05万 加仓
POWL POWELL INDS INC $58.13万0.09%2,030 -532-20.8% -$15.23万 减仓
XLV SELECT SECTOR SPDR TR $58.36万0.09%3,678 -1,022-21.7% -$16.22万 减仓
AXP AMERICAN EXPRESS CO $58.42万0.09%1,727 -391-18.5% -$13.23万 减仓
MOD MODINE MFG CO $58.48万0.09%2,190 2,190— $58.48万 新建仓
STRL STERLING INFRASTRUCTURE INC $59.76万0.09%712 712— $59.76万 新建仓
ICSH ISHARES TR $60.19万0.09%11,900 2,72329.7% $13.77万 加仓
TLN TALEN ENERGY CORP $60.37万0.09%1,571 1,571— $60.37万 新建仓
IGM ISHARES TR $61.34万0.10%3,750 -319-7.8% -$5.22万 减仓
LMT LOCKHEED MARTIN CORP $61.39万0.10%1,205 716.3% $3.62万 加仓
AMRZ AMRIZE LTD $61.54万0.10%11,551 -3,113-21.2% -$16.59万 减仓
MELI MERCADOLIBRE INC $62.12万0.10%366 8530.2% $14.43万 加仓
VEA VANGUARD TAX-MANAGED FDS $63.71万0.10%8,942 00.0% — 不变
TEL TE CONNECTIVITY PLC $63.91万0.10%3,170 98044.7% $19.76万 加仓
FMB FIRST TR EXCH TRADED FD III $64.32万0.10%12,522 00.0% — 不变
BFLY BUTTERFLY NETWORK INC $64.99万0.10%77,185 77,185— $64.99万 新建仓
XLU SELECT SECTOR SPDR TR $67.51万0.10%14,889 1,0937.9% $4.96万 加仓
JVAL J P MORGAN EXCHANGE TRADED F $67.72万0.11%11,548 -110-0.9% -$6,450 减仓
ATO ATMOS ENERGY CORP $67.94万0.11%3,944 99533.7% $17.14万 加仓
AWK AMERICAN WTR WKS CO INC NEW $69.01万0.11%5,245 -347-6.2% -$4.57万 减仓
FMDE FIDELITY COVINGTON TRUST $70.82万0.11%17,452 4,28732.6% $17.40万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $71.23万0.11%8,335 00.0% — 不变
ROL ROLLINS INC $71.35万0.11%17,095 2,20514.8% $9.20万 加仓
HONA HONEYWELL AEROSPACE INC $72.58万0.11%3,283 3,283— $72.58万 新建仓
JQUA J P MORGAN EXCHANGE TRADED F $72.85万0.11%10,079 2262.3% $1.63万 加仓
IWV ISHARES TR $73.43万0.11%1,722 905.5% $3.84万 加仓
HON HONEYWELL INTL INC $73.53万0.11%3,284 -2,987-47.6% -$66.88万 减仓
BJ BJS WHSL CLUB HLDGS INC $77.70万0.12%8,908 -4,179-31.9% -$36.45万 减仓
ALC ALCON AG $78.55万0.12%11,706 -1,580-11.9% -$10.60万 减仓
VSS VANGUARD INTL EQUITY INDEX F $78.98万0.12%5,119 67415.2% $10.40万 加仓
HD HOME DEPOT INC $79.50万0.12%2,254 944.4% $3.32万 加仓
HCA HCA HEALTHCARE INC $80.01万0.12%2,052 1,264160.4% $49.28万 加仓
BBJP J P MORGAN EXCHANGE TRADED F $80.06万0.12%10,631 1,92622.1% $14.50万 加仓
IEI ISHARES TR $83.19万0.13%7,083 110.2% $1,292 加仓
JPUS J P MORGAN EXCHANGE TRADED F $83.24万0.13%5,936 -1,320-18.2% -$18.51万 减仓
C CITIGROUP INC $83.50万0.13%5,966 5399.9% $7.54万 加仓
UNH UNITEDHEALTH GROUP INC $85.29万0.13%2,052 -464-18.4% -$19.29万 减仓
LITE LUMENTUM HLDGS INC $85.81万0.13%1,000 17621.4% $15.10万 加仓
BE BLOOM ENERGY CORP $87.30万0.14%2,884 -11-0.4% -$3,330 减仓
IGV ISHARES TR $89.94万0.14%9,927 -1,485-13.0% -$13.45万 减仓
HST HOST HOTELS & RESORTS INC $90.39万0.14%38,124 -669-1.7% -$1.59万 减仓
VTV VANGUARD INDEX FDS $90.87万0.14%4,170 -382-8.4% -$8.32万 减仓
VTI VANGUARD INDEX FDS $92.89万0.14%2,510 903.7% $3.33万 加仓
VEEV VEEVA SYS INC $93.21万0.14%5,252 -2,231-29.8% -$39.59万 减仓
VGIT VANGUARD SCOTTSDALE FDS $93.44万0.15%15,842 2871.8% $1.69万 加仓
IUSV ISHARES TR $94.04万0.15%8,537 -237-2.7% -$2.61万 减仓
CRWV COREWEAVE INC $94.52万0.15%9,496 9,496— $94.52万 新建仓
SO SOUTHERN CO $97.07万0.15%10,142 2,30629.4% $22.07万 加仓
LOW LOWES COS INC $97.19万0.15%4,408 -555-11.2% -$12.24万 减仓
ECG EVERUS CONSTR GROUP $97.51万0.15%5,876 5,876— $97.51万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $97.57万0.15%2,043 1296.7% $6.16万 加仓
ADSK AUTODESK INC $98.12万0.15%5,047 -1,835-26.7% -$35.68万 减仓
CNI CANADIAN NATL RY CO $99.08万0.15%8,309 20.0% $238 加仓
FIX COMFORT SYS USA INC $100.09万0.16%505 13938.0% $27.55万 加仓
COHR COHERENT CORP $101.42万0.16%2,571 2,571— $101.42万 新建仓
RSG REPUBLIC SVCS INC $101.83万0.16%4,779 -190-3.8% -$4.05万 减仓
D DOMINION ENERGY INC $101.86万0.16%14,916 -209-1.4% -$1.43万 减仓
IWD ISHARES TR $102.04万0.16%4,209 -411-8.9% -$9.96万 减仓
CIEN CIENA CORP $102.13万0.16%2,082 2,082— $102.13万 新建仓
QQQ INVESCO QQQ TR $103.10万0.16%1,400 00.0% — 不变
VRT VERTIV HOLDINGS CO $103.53万0.16%3,092 3,092— $103.53万 新建仓
IWB ISHARES TR $106.06万0.16%2,590 -89-3.3% -$3.64万 减仓
AZO AUTOZONE INC $108.34万0.17%339 -27-7.4% -$8.63万 减仓
BMY BRISTOL-MYERS SQUIBB CO $110.02万0.17%19,094 -3,236-14.5% -$18.65万 减仓
DOV DOVER CORP $112.86万0.18%5,032 -38-0.7% -$8,523 减仓