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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $465.44万 | 0.81% | 51,413 | 736 | 1.5% | $6.66万 | 加仓 |
| GLDM | WORLD GOLD TR | $496.44万 | 0.86% | 53,559 | 1,624 | 3.1% | $15.05万 | 加仓 |
| CSCO | CISCO SYS INC | $499.71万 | 0.87% | 64,404 | 329 | 0.5% | $2.55万 | 加仓 |
| — | EXXON MOBIL CORP | $501.08万 | 0.87% | 29,534 | 460 | 1.6% | $7.80万 | 加仓 |
| GOOG | ALPHABET INC | $501.17万 | 0.87% | 17,471 | 996 | 6.0% | $28.57万 | 加仓 |
| NEM | NEWMONT CORP | $502.78万 | 0.87% | 46,446 | -165 | -0.4% | -$1.79万 | 减仓 |
| ETN | EATON CORP PLC | $528.03万 | 0.92% | 14,763 | -51 | -0.3% | -$1.82万 | 减仓 |
| GOOGL | ALPHABET INC | $531.65万 | 0.92% | 18,488 | 1,087 | 6.2% | $31.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $558.28万 | 0.97% | 22,839 | 381 | 1.7% | $9.31万 | 加仓 |
| AZN | ASTRAZENECA PLC | $587.69万 | 1.02% | 30,089 | 30,089 | — | $587.69万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $602.29万 | 1.05% | 62,433 | -1,460 | -2.3% | -$14.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $680.88万 | 1.18% | 10,470 | -886 | -7.8% | -$57.62万 | 减仓 |
| TIP | ISHARES TR | $686.54万 | 1.19% | 62,209 | 4,263 | 7.4% | $47.05万 | 加仓 |
| IVV | ISHARES TR | $713.80万 | 1.24% | 10,928 | -420 | -3.7% | -$27.43万 | 减仓 |
| RTX | RTX CORPORATION | $728.49万 | 1.27% | 37,765 | 168 | 0.4% | $3.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $892.53万 | 1.55% | 30,342 | 139 | 0.5% | $4.09万 | 加仓 |
| IWF | ISHARES TR | $1,014.14万 | 1.76% | 23,784 | -1,210 | -4.8% | -$51.59万 | 减仓 |
| AVGO | BROADCOM INC | $1,069.52万 | 1.86% | 34,555 | 1,241 | 3.7% | $38.41万 | 加仓 |
| V | VISA INC | $1,162.26万 | 2.02% | 38,455 | -494 | -1.3% | -$14.93万 | 减仓 |
| KO | COCA COLA CO | $1,339.51万 | 2.33% | 176,135 | 1,006 | 0.6% | $7.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,584.02万 | 2.75% | 42,792 | 1,066 | 2.6% | $39.46万 | 加仓 |
| AAPL | APPLE INC | $1,685.33万 | 2.93% | 66,406 | 1,036 | 1.6% | $26.29万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,723.54万 | 3.00% | 24 | 24 | — | $1,723.54万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,219.22万 | 3.86% | 46,311 | 31,864 | 220.6% | $1,526.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,842.74万 | 4.94% | 163,001 | 3,209 | 2.0% | $55.96万 | 加仓 |