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 |
|---|---|---|---|---|---|---|---|---|
| AZO | AUTOZONE INC | $123.63万 | 0.21% | 366 | -11 | -2.9% | -$3.72万 | 减仓 |
| HDV | ISHARES TR | $124.32万 | 0.22% | 9,160 | 136 | 1.5% | $1.85万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $128.00万 | 0.22% | 18,192 | -4,452 | -19.7% | -$31.32万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $128.80万 | 0.22% | 13,087 | 817 | 6.7% | $8.04万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $129.80万 | 0.23% | 17,043 | 1,864 | 12.3% | $14.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $130.63万 | 0.23% | 8,148 | 69 | 0.9% | $1.11万 | 加仓 |
| VEEV | VEEVA SYS INC | $131.45万 | 0.23% | 7,483 | 86 | 1.2% | $1.51万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $135.43万 | 0.24% | 22,330 | 3,042 | 15.8% | $18.45万 | 加仓 |
| ITOT | ISHARES TR | $136.76万 | 0.24% | 9,602 | -558 | -5.5% | -$7.95万 | 减仓 |
| PSX | PHILLIPS 66 | $137.38万 | 0.24% | 7,541 | 84 | 1.1% | $1.53万 | 加仓 |
| CAT | CATERPILLAR INC | $140.33万 | 0.24% | 1,981 | 17 | 0.9% | $1.20万 | 加仓 |
| TJX | TJX COS INC NEW | $141.49万 | 0.25% | 8,860 | 589 | 7.1% | $9.41万 | 加仓 |
| — | HONEYWELL INTL INC | $141.74万 | 0.25% | 6,271 | -25 | -0.4% | -$5,651 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $143.92万 | 0.25% | 17,392 | -663 | -3.7% | -$5.49万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $145.18万 | 0.25% | 28,920 | 874 | 3.1% | $4.39万 | 加仓 |
| FRDM | EA SERIES TRUST | $151.95万 | 0.26% | 27,804 | 2,465 | 9.7% | $13.47万 | 加仓 |
| EFA | ISHARES TR | $152.27万 | 0.26% | 15,677 | 856 | 5.8% | $8.31万 | 加仓 |
| ENB | ENBRIDGE INC | $152.37万 | 0.26% | 28,161 | 972 | 3.6% | $5.26万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $154.90万 | 0.27% | 59,304 | 108 | 0.2% | $2,821 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $156.49万 | 0.27% | 31,983 | 6,434 | 25.2% | $31.48万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $156.82万 | 0.27% | 8,171 | -136 | -1.6% | -$2.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $163.14万 | 0.28% | 11,295 | 147 | 1.3% | $2.12万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $163.57万 | 0.28% | 12,492 | 131 | 1.1% | $1.72万 | 加仓 |
| ADSK | AUTODESK INC | $164.76万 | 0.29% | 6,882 | -1,550 | -18.4% | -$37.11万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $168.86万 | 0.29% | 19,603 | 19,603 | — | $168.86万 | 新建仓 |
| CSM | PROSHARES TR | $171.73万 | 0.30% | 22,953 | -1,113 | -4.6% | -$8.33万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $175.72万 | 0.31% | 24,430 | 4,176 | 20.6% | $30.04万 | 加仓 |
| NFLX | NETFLIX INC. | $176.76万 | 0.31% | 18,384 | -4,373 | -19.2% | -$42.05万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $176.97万 | 0.31% | 7,301 | -58 | -0.8% | -$1.41万 | 减仓 |
| IXN | ISHARES TR | $181.46万 | 0.32% | 18,151 | -1,912 | -9.5% | -$19.11万 | 减仓 |
| URI | UNITED RENTALS INC | $183.89万 | 0.32% | 2,524 | 216 | 9.4% | $15.74万 | 加仓 |
| WMB | WILLIAMS COS INC | $184.44万 | 0.32% | 25,342 | 206 | 0.8% | $1.50万 | 加仓 |
| BOND | PIMCO ETF TR | $187.18万 | 0.33% | 20,284 | -511 | -2.5% | -$4.72万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $190.83万 | 0.33% | 8,873 | -38 | -0.4% | -$8,172 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $191.58万 | 0.33% | 107,935 | -1,274 | -1.2% | -$2.26万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $193.27万 | 0.34% | 39,077 | -459 | -1.2% | -$2.27万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $195.14万 | 0.34% | 4,233 | 644 | 17.9% | $29.69万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $195.72万 | 0.34% | 39,293 | 1,134 | 3.0% | $5.65万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $196.84万 | 0.34% | 17,756 | -1,441 | -7.5% | -$15.97万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $199.22万 | 0.35% | 52,647 | 256 | 0.5% | $9,687 | 加仓 |
| ECL | ECOLAB INC | $200.10万 | 0.35% | 7,522 | -244 | -3.1% | -$6.49万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $200.74万 | 0.35% | 10,149 | 506 | 5.2% | $10.01万 | 加仓 |
| MUB | ISHARES TR | $204.18万 | 0.35% | 19,235 | -289 | -1.5% | -$3.07万 | 减仓 |
| BILS | SPDR SERIES TRUST | $205.01万 | 0.36% | 20,616 | -797 | -3.7% | -$7.93万 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $211.75万 | 0.37% | 62,060 | 8,858 | 16.6% | $30.22万 | 加仓 |
| PEP | PEPSICO INC | $213.83万 | 0.37% | 13,770 | -263 | -1.9% | -$4.08万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $216.05万 | 0.38% | 7,528 | -17 | -0.2% | -$4,879 | 减仓 |
| SHY | ISHARES TR | $216.46万 | 0.38% | 26,215 | 1,243 | 5.0% | $10.26万 | 加仓 |
| MUNI | PIMCO ETF TR | $218.33万 | 0.38% | 41,833 | -143 | -0.3% | -$7,463 | 减仓 |
| AMAT | APPLIED MATLS INC | $220.83万 | 0.38% | 6,461 | 413 | 6.8% | $14.12万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $224.42万 | 0.39% | 29,078 | -1,078 | -3.6% | -$8.32万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $233.79万 | 0.41% | 7,148 | 229 | 3.3% | $7.49万 | 加仓 |
| LLY | ELI LILLY & CO | $238.04万 | 0.41% | 2,588 | 89 | 3.6% | $8.19万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $238.19万 | 0.41% | 6,101 | 566 | 10.2% | $22.10万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $240.01万 | 0.42% | 49,857 | 8,198 | 19.7% | $39.47万 | 加仓 |
| GLD | SPDR GOLD TR | $244.15万 | 0.42% | 5,674 | 14 | 0.2% | $6,024 | 加仓 |
| IJH | ISHARES TR | $246.77万 | 0.43% | 36,543 | -164 | -0.4% | -$1.11万 | 减仓 |
| BAC | BANK AMERICA CORP | $247.64万 | 0.43% | 50,797 | 324 | 0.6% | $1.58万 | 加仓 |
| SLV | ISHARES SILVER TR | $248.47万 | 0.43% | 36,465 | -1,447 | -3.8% | -$9.86万 | 减仓 |
| VMC | VULCAN MATLS CO | $249.36万 | 0.43% | 9,158 | -241 | -2.6% | -$6.56万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $250.13万 | 0.43% | 53,907 | 5,670 | 11.8% | $26.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $251.56万 | 0.44% | 12,366 | 2,895 | 30.6% | $58.89万 | 加仓 |
| VO | VANGUARD INDEX FDS | $255.97万 | 0.44% | 8,913 | -39 | -0.4% | -$1.12万 | 减仓 |
| NVS | NOVARTIS AG | $260.07万 | 0.45% | 17,026 | -108 | -0.6% | -$1.65万 | 减仓 |
| T | AT&T INC | $260.97万 | 0.45% | 90,022 | 451 | 0.5% | $1.31万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $265.83万 | 0.46% | 3,896 | 43 | 1.1% | $2.93万 | 加仓 |
| SYK | STRYKER CORPORATION | $272.49万 | 0.47% | 8,293 | -91 | -1.1% | -$2.99万 | 减仓 |
| GEV | GE VERNOVA INC | $277.84万 | 0.48% | 3,183 | 659 | 26.1% | $57.52万 | 加仓 |
| IDXX | IDEXX LABS INC | $285.10万 | 0.50% | 5,074 | -6 | -0.1% | -$3,371 | 减仓 |
| NEE | NEXTERA ENERGY INC | $288.36万 | 0.50% | 31,047 | -268 | -0.9% | -$2.49万 | 减仓 |
| FEOE | RBB FUND TRUST | $288.58万 | 0.50% | 57,190 | 15,898 | 38.5% | $80.22万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $292.65万 | 0.51% | 108,548 | 3,894 | 3.7% | $10.50万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $294.45万 | 0.51% | 65,058 | 4,750 | 7.9% | $21.50万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $299.85万 | 0.52% | 112,684 | 18,438 | 19.6% | $49.06万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $315.82万 | 0.55% | 21,324 | 1,597 | 8.1% | $23.65万 | 加仓 |
| BIL | SPDR SERIES TRUST | $320.29万 | 0.56% | 34,951 | -3,165 | -8.3% | -$29.00万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $323.96万 | 0.56% | 57,532 | -2,479 | -4.1% | -$13.96万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $324.90万 | 0.56% | 63,912 | 860 | 1.4% | $4.37万 | 加仓 |
| EFV | ISHARES TR | $328.45万 | 0.57% | 44,176 | 2,040 | 4.8% | $15.17万 | 加仓 |
| MRK | MERCK & CO INC | $328.59万 | 0.57% | 27,316 | 49 | 0.2% | $5,894 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $328.98万 | 0.57% | 41,957 | -955 | -2.2% | -$7.49万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $334.63万 | 0.58% | 44,557 | 1,590 | 3.7% | $11.94万 | 加仓 |
| DTH | WISDOMTREE TR | $336.49万 | 0.58% | 62,210 | 19,467 | 45.5% | $105.30万 | 加仓 |
| EMR | EMERSON ELEC CO | $339.18万 | 0.59% | 25,887 | -231 | -0.9% | -$3.03万 | 减仓 |
| XYL | XYLEM INC | $343.46万 | 0.60% | 28,741 | -246 | -0.8% | -$2.94万 | 减仓 |
| AMZN | AMAZON COM INC | $348.31万 | 0.61% | 16,724 | 1,978 | 13.4% | $41.20万 | 加仓 |
| EFG | ISHARES TR | $351.91万 | 0.61% | 31,598 | 2,520 | 8.7% | $28.07万 | 加仓 |
| WMT | WALMART INC | $357.33万 | 0.62% | 28,752 | 251 | 0.9% | $3.12万 | 加仓 |
| LIN | LINDE PLC | $372.89万 | 0.65% | 7,522 | -71 | -0.9% | -$3.52万 | 减仓 |
| GVI | ISHARES TR | $379.62万 | 0.66% | 35,585 | 300 | 0.9% | $3.20万 | 加仓 |
| SUB | ISHARES TR | $380.19万 | 0.66% | 35,699 | -2,554 | -6.7% | -$27.20万 | 减仓 |
| CB | CHUBB LTD SWITZ | $383.52万 | 0.67% | 11,767 | -1 | -0.0% | -$326 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $388.63万 | 0.68% | 76,790 | -5,412 | -6.6% | -$27.39万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $409.71万 | 0.71% | 87,025 | 5,848 | 7.2% | $27.53万 | 加仓 |
| GLW | CORNING INC | $413.46万 | 0.72% | 30,408 | -251 | -0.8% | -$3.41万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $423.15万 | 0.74% | 57,462 | 4,057 | 7.6% | $29.88万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $428.06万 | 0.74% | 54,000 | -2,722 | -4.8% | -$21.58万 | 减仓 |
| CVX | CHEVRON CORPORATION | $431.26万 | 0.75% | 20,844 | -97 | -0.5% | -$2.01万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $440.91万 | 0.77% | 77,789 | 4,734 | 6.5% | $26.83万 | 加仓 |
| AGG | ISHARES TR | $451.84万 | 0.79% | 45,516 | 478 | 1.1% | $4.75万 | 加仓 |