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
VIGI VANGUARD WHITEHALL FDS $113.69万0.18%12,175 -463-3.7% -$4.32万 减仓
GE GE AEROSPACE $114.55万0.18%3,065 1,08354.6% $40.47万 加仓
ACWI ISHARES TR $116.02万0.18%7,391 -557-7.0% -$8.74万 减仓
SNDK SANDISK CORP $116.19万0.18%511 511— $116.19万 新建仓
SPYI NEOS ETF TRUST $117.10万0.18%22,057 7,96856.6% $42.30万 加仓
VCIT VANGUARD SCOTTSDALE FDS $117.92万0.18%14,267 -3,125-18.0% -$25.83万 减仓
FTLS FIRST TR EXCH TRADED FD III $118.44万0.18%16,049 -2,143-11.8% -$15.82万 减仓
IJK ISHARES TR $119.59万0.19%10,178 -191-1.8% -$2.24万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $120.77万0.19%7,098 1492.1% $2.54万 加仓
WDC WESTERN DIGITAL CORP $121.23万0.19%1,898 1,898— $121.23万 新建仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $122.59万0.19%65,767 25,84964.8% $48.18万 加仓
SPHD INVESCO EXCH TRADED FD TR II $122.61万0.19%24,116 -103-0.4% -$5,236 减仓
ALAB ASTERA LABS INC $124.67万0.19%2,581 -803-23.7% -$38.79万 减仓
VZ VERIZON COMMUNICATIONS INC $126.85万0.20%29,960 1,0403.6% $4.40万 加仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $127.11万0.20%54,276 37,265219.1% $87.27万 加仓
TFC TRUIST FINL CORP $127.56万0.20%25,605 1,0384.2% $5.17万 加仓
CL COLGATE PALMOLIVE CO $127.92万0.20%13,953 1451.1% $1.33万 加仓
CWB SPDR SERIES TRUST $128.03万0.20%11,874 -550-4.4% -$5.93万 减仓
PSX PHILLIPS 66 $128.60万0.20%7,607 660.9% $1.12万 加仓
HDV ISHARES TR $135.41万0.21%49,400 3,6007.9% $9.87万 加仓
LRCX LAM RESEARCH CORP $138.49万0.22%3,196 2,209223.8% $95.72万 加仓
NFLX NETFLIX INC. $139.93万0.22%19,598 1,2146.6% $8.67万 加仓
TJX TJX COS INC NEW $141.06万0.22%9,311 4515.1% $6.83万 加仓
IJT ISHARES TR $142.38万0.22%7,972 4496.0% $8.02万 加仓
BILS SPDR SERIES TRUST $144.13万0.22%14,503 -6,113-29.7% -$60.75万 减仓
SPMO INVESCO EXCH TRADED FD TR II $144.55万0.22%8,948 -524-5.5% -$8.46万 减仓
FPX FIRST TR EXCHANGE-TRADED FD $149.51万0.23%7,252 -31-0.4% -$6,391 减仓
CSM PROSHARES TR $149.66万0.23%17,562 -5,391-23.5% -$45.94万 减仓
ENB ENBRIDGE INC $152.30万0.24%28,093 -68-0.2% -$3,686 减仓
ISRG INTUITIVE SURGICAL INC $152.71万0.24%3,840 -393-9.3% -$15.63万 减仓
ITOT ISHARES TR $154.41万0.24%9,400 -202-2.1% -$3.32万 减仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $156.44万0.24%31,880 -7,197-18.4% -$35.32万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $158.23万0.25%17,858 8154.8% $7.22万 加仓
EFA ISHARES TR $161.94万0.25%15,589 -88-0.6% -$9,141 减仓
QCOM QUALCOMM INC $162.28万0.25%8,782 -311-3.4% -$5.75万 减仓
VIG VANGUARD SPECIALIZED FUNDS $163.37万0.25%6,904 -1,969-22.2% -$46.59万 减仓
XLC SELECT SECTOR SPDR TR $165.17万0.26%15,418 -2,338-13.2% -$25.05万 减仓
DUK DUKE ENERGY CORP NEW $170.60万0.27%13,478 9867.9% $12.48万 加仓
RSP INVESCO EXCHANGE TRADED FD T $171.00万0.27%8,037 -134-1.6% -$2.85万 减仓
UBER UBER TECHNOLOGIES INC $175.10万0.27%24,265 -165-0.7% -$1.19万 减仓
PG PROCTER & GAMBLE CO $175.70万0.27%11,982 6876.1% $10.07万 加仓
FNDF SCHWAB STRATEGIC TR $175.82万0.27%33,325 1,3424.2% $7.08万 加仓
FANG DIAMONDBACK ENERGY INC $176.24万0.27%10,026 -123-1.2% -$2.16万 减仓
MUB ISHARES TR $176.93万0.28%16,440 -2,795-14.5% -$30.08万 减仓
DJP BARCLAYS BANK PLC $177.52万0.28%40,613 -9,244-18.5% -$40.41万 减仓
PEP PEPSICO INC $178.23万0.28%13,163 -607-4.4% -$8.22万 减仓
T AT&T INC $179.21万0.28%86,573 -3,449-3.8% -$7.14万 减仓
RF REGIONS FINANCIAL CORP NEW $179.38万0.28%59,399 950.2% $2,869 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $181.02万0.28%36,364 -2,929-7.5% -$14.58万 减仓
IBM INTERNATIONAL BUSINESS MACHS $182.14万0.28%6,477 -824-11.3% -$23.17万 减仓
MU MICRON TECHNOLOGY INC $183.13万0.28%1,586 -139-8.1% -$16.05万 减仓
NOC NORTHROP GRUMMAN CORP $184.75万0.29%3,627 -269-6.9% -$13.70万 减仓
FPE FIRST TR EXCH TRADED FD III $184.85万0.29%103,386 -4,549-4.2% -$8.13万 减仓
WMB WILLIAMS COS INC $192.59万0.30%25,906 5642.2% $4.19万 加仓
BOND PIMCO ETF TR $192.99万0.30%20,929 6453.2% $5.95万 加仓
BAC BANK OF AMER CORP $194.30万0.30%34,100 -16,697-32.9% -$95.14万 减仓
FRDM EA SERIES TRUST $194.31万0.30%26,654 -1,150-4.1% -$8.38万 减仓
EPD ENTERPRISE PRODS PARTNERS L $198.75万0.31%54,067 1,4202.7% $5.22万 加仓
GLD SPDR GOLD TR $199.04万0.31%5,403 -271-4.8% -$9.98万 减仓
SLV ISHARES SILVER TR $201.58万0.31%37,699 1,2343.4% $6.60万 加仓
ECL ECOLAB INC $204.95万0.32%7,356 -166-2.2% -$4.62万 减仓
MUNI PIMCO ETF TR $206.02万0.32%39,168 -2,665-6.4% -$14.02万 减仓
PNFP PINNACLE FINL PARTNERS INC $210.18万0.33%20,835 1,2326.3% $12.43万 加仓
QAI NEW YORK LIFE INVESTMENTS ET $212.72万0.33%58,119 -3,941-6.4% -$14.42万 减仓
ALLW SSGA ACTIVE TR $219.13万0.34%74,865 45,323153.4% $132.66万 加仓
BIV VANGUARD BD INDEX FDS $222.28万0.35%28,980 -98-0.3% -$7,517 减仓
SHY ISHARES TR $226.89万0.35%27,633 1,4185.4% $11.64万 加仓
NSC NORFOLK SOUTHN CORP $233.80万0.36%7,432 -96-1.3% -$3.02万 减仓
SYK STRYKER CORPORATION $238.27万0.37%7,568 -725-8.7% -$22.83万 减仓
CAT CATERPILLAR INC $243.10万0.38%2,283 30215.2% $32.16万 加仓
PANW PALO ALTO NETWORKS INC $248.60万0.39%7,290 -858-10.5% -$29.26万 减仓
IXN ISHARES TR $251.35万0.39%17,397 -754-4.2% -$10.89万 减仓
IDXX IDEXX LABS INC $255.96万0.40%4,862 -212-4.2% -$11.16万 减仓
NEAR ISHARES U S ETF TR $260.48万0.40%51,418 -12,494-19.5% -$63.29万 减仓
NVS NOVARTIS AG $261.21万0.41%16,667 -359-2.1% -$5.63万 减仓
VMC VULCAN MATLS CO $262.76万0.41%8,907 -251-2.7% -$7.40万 减仓
MAR MARRIOTT INTL INC NEW $264.56万0.41%7,139 -9-0.1% -$3,335 减仓
VO VANGUARD INDEX FDS $265.26万0.41%32,922 -2,730-7.7% -$22.00万 减仓
PVAL PUTNAM ETF TRUST $268.63万0.42%52,725 -1,182-2.2% -$6.02万 减仓
BAB INVESCO EXCH TRADED FD TR II $272.21万0.42%101,419 -7,129-6.6% -$19.13万 减仓
URI UNITED RENTALS INC $276.09万0.43%2,437 -87-3.4% -$9.86万 减仓
OUST OUSTER INC $277.70万0.43%44,417 32,889285.3% $205.62万 加仓
IJH ISHARES TR $286.65万0.45%37,174 6311.7% $4.87万 加仓
AGG ISHARES TR $292.63万0.45%29,565 -15,951-35.0% -$157.88万 减仓
JPST J P MORGAN EXCHANGE TRADED F $315.65万0.49%62,418 -14,372-18.7% -$72.68万 减仓
SCHP SCHWAB STRATEGIC TR $319.85万0.50%120,699 8,0157.1% $21.24万 加仓
VYM VANGUARD WHITEHALL FDS $325.86万0.51%20,620 -704-3.3% -$11.13万 减仓
WMT WALMART INC $326.20万0.51%28,801 490.2% $5,550 加仓
JEPI J P MORGAN EXCHANGE TRADED F $330.72万0.51%58,555 -19,234-24.7% -$108.63万 减仓
NEE NEXTERA ENERGY INC $331.59万0.52%37,780 6,73321.7% $59.10万 加仓
FEOE RBB FUND TRUST $335.96万0.52%62,914 5,72410.0% $30.57万 加仓
EFV ISHARES TR $336.85万0.52%44,004 -172-0.4% -$1.32万 减仓
LLY ELI LILLY & CO $338.48万0.53%2,822 2349.0% $28.07万 加仓
MRK MERCK & CO INC $338.93万0.53%26,376 -940-3.4% -$12.08万 减仓
DTH WISDOMTREE TR $339.54万0.53%62,749 5390.9% $2.92万 加仓
XYL XYLEM INC $339.86万0.53%28,751 100.0% $1,182 加仓
BIL SPDR SERIES TRUST $340.53万0.53%37,159 2,2086.3% $20.23万 加仓
CVX CHEVRON CORPORATION $349.75万0.54%21,100 2561.2% $4.24万 加仓
BSV VANGUARD BD INDEX FDS $350.78万0.55%45,024 3,0677.3% $23.89万 加仓
EMR EMERSON ELEC CO $359.83万0.56%25,137 -750-2.9% -$10.74万 减仓