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
SUB ISHARES TR $360.75万0.56%33,883 -1,816-5.1% -$19.33万 减仓
GVI ISHARES TR $366.13万0.57%34,509 -1,076-3.0% -$11.42万 减仓
EFG ISHARES TR $377.37万0.59%30,330 -1,268-4.0% -$15.78万 减仓
BND VANGUARD BD INDEX FDS $390.37万0.61%53,177 -4,285-7.5% -$31.46万 减仓
LIN LINDE PLC $390.50万0.61%7,525 30.0% $1,557 加仓
CB CHUBB LIMITED $402.28万0.63%11,806 390.3% $1.33万 加仓
VEU VANGUARD INTL EQUITY INDEX F $403.52万0.63%48,181 3,6248.1% $30.35万 加仓
— EXXON MOBIL CORP $404.05万0.63%29,553 190.1% $2,598 加仓
CARR CARRIER GLOBAL CORPORATION $420.84万0.65%57,374 -158-0.3% -$1.16万 减仓
GLDM WORLD GOLD TR $424.05万0.66%53,393 -166-0.3% -$1.32万 减仓
NEM NEWMONT CORP $434.75万0.68%46,547 1010.2% $9,433 加仓
JCPB J P MORGAN EXCHANGE TRADED F $441.30万0.69%94,013 6,9888.0% $32.80万 加仓
AMAT APPLIED MATLS INC $453.30万0.70%6,270 -191-3.0% -$13.81万 减仓
VCSH VANGUARD SCOTTSDALE FDS $456.64万0.71%57,781 3,7817.0% $29.88万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $464.61万0.72%72,033 6,97510.7% $44.99万 加仓
CRWD CROWDSTRIKE HLDGS INC $471.93万0.73%6,184 831.4% $6.33万 加仓
IEFA ISHARES TR $477.93万0.74%49,485 -1,928-3.8% -$18.62万 减仓
AMZN AMAZON COM INC $478.18万0.74%20,063 3,33920.0% $79.58万 加仓
GEV GE VERNOVA INC $491.33万0.76%4,182 99931.4% $117.37万 加仓
AZN ASTRAZENECA PLC $564.45万0.88%29,983 -106-0.4% -$2.00万 减仓
JNJ JOHNSON & JOHNSON $582.28万0.91%22,927 880.4% $2.23万 加仓
ETN EATON CORP PLC $609.52万0.95%14,304 -459-3.1% -$19.56万 减仓
TIP ISHARES TR $615.78万0.96%56,271 -5,938-9.5% -$64.98万 减仓
GOOG ALPHABET INC $661.26万1.03%18,715 1,2447.1% $43.95万 加仓
AMD ADVANCED MICRO DEVICES INC $672.29万1.05%11,573 -793-6.4% -$46.07万 减仓
KMB KIMBERLY-CLARK CORP $684.94万1.06%62,398 -35-0.1% -$3,842 减仓
GOOGL ALPHABET INC $702.71万1.09%19,663 1,1756.4% $41.99万 加仓
RTX RTX CORPORATION $723.23万1.12%38,119 3540.9% $6.72万 加仓
CSCO CISCO SYS INC $753.98万1.17%64,190 -214-0.3% -$2.51万 减仓
SPY STATE STR SPDR S&P 500 ETF T $763.43万1.19%10,223 -247-2.4% -$18.45万 减仓
GLW CORNING INC $781.51万1.21%30,596 1880.6% $4.80万 加仓
IVV ISHARES TR $784.30万1.22%10,473 -455-4.2% -$34.07万 减仓
JPM JPMORGAN CHASE & CO $993.99万1.55%30,366 240.1% $7,856 加仓
IWF ISHARES TR $1,034.93万1.61%83,348 -11,788-12.4% -$146.37万 减仓
AVGO BROADCOM INC $1,262.36万1.96%33,418 -1,137-3.3% -$42.95万 减仓
V VISA INC $1,315.57万2.05%38,345 -110-0.3% -$3.77万 减仓
KO COCA COLA CO $1,457.06万2.26%179,287 3,1521.8% $25.62万 加仓
MSFT MICROSOFT CORP $1,646.81万2.56%44,148 1,3563.2% $50.58万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $1,797.24万2.79%24 00.0% — 不变
AAPL APPLE INC $1,988.51万3.09%68,721 2,3153.5% $66.99万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,313.95万3.60%46,243 -68-0.1% -$3.40万 减仓
NVDA NVIDIA CORPORATION $3,347.11万5.20%167,280 4,2792.6% $85.62万 加仓