13F 机构持仓

Patten Group, Inc.

CHATTANOOGA TN · SEC CIK 0001633207

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.9%
BRK/B 3.9%
BRK/A 3.0%
AAPL 2.9%
MSFT 2.8%
KO 2.3%
V 2.0%
AVGO 1.9%
IWF 1.8%
JPM 1.6%

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
AZN ASTRAZENECA PLC $00.00%0 -32,703-100.0% -$601.28万 清仓
— PINNACLE FINL PARTNERS INC $00.00%0 -19,217-100.0% -$183.35万 清仓
— NUVEEN S&P 500 BUY-WRITE INC $00.00%0 -67,086-100.0% -$98.62万 清仓
FISV FISERV INC $00.00%0 -8,649-100.0% -$58.10万 清仓
CAVA CAVA GROUP INC $00.00%0 -9,616-100.0% -$56.44万 清仓
ORLY OREILLY AUTOMOTIVE INC $00.00%0 -5,960-100.0% -$54.36万 清仓
COKE COCA COLA CONS INC $00.00%0 -3,453-100.0% -$52.93万 清仓
RH RH $00.00%0 -2,888-100.0% -$51.74万 清仓
IT GARTNER INC $00.00%0 -2,018-100.0% -$50.91万 清仓
PRMB PRIMO BRANDS CORPORATION $00.00%0 -30,736-100.0% -$50.25万 清仓
LINE LINEAGE INC $00.00%0 -13,847-100.0% -$48.46万 清仓
RLI RLI CORP $00.00%0 -7,395-100.0% -$47.31万 清仓
RHI ROBERT HALF INC. $00.00%0 -17,189-100.0% -$46.69万 清仓
TTD THE TRADE DESK INC $00.00%0 -12,009-100.0% -$45.59万 清仓
FRPT FRESHPET INC $00.00%0 -7,304-100.0% -$44.50万 清仓
MTH MERITAGE HOMES CORP $00.00%0 -6,640-100.0% -$43.69万 清仓
MBLY MOBILEYE GLOBAL INC $00.00%0 -40,670-100.0% -$42.46万 清仓
SEZL SEZZLE INC $00.00%0 -6,583-100.0% -$41.79万 清仓
BRBR BELLRING BRANDS INC $00.00%0 -15,414-100.0% -$41.20万 清仓
RXO RXO INC $00.00%0 -31,932-100.0% -$40.36万 清仓
SM SM ENERGY CO $00.00%0 -20,707-100.0% -$38.72万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -3,545-100.0% -$29.08万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
MET METLIFE INC $00.00%0 -3,186-100.0% -$25.15万 清仓
IGLB ISHARES TR $00.00%0 -4,590-100.0% -$23.16万 清仓
DIV GLOBAL X FDS $00.00%0 -13,129-100.0% -$22.74万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -6,141-100.0% -$22.72万 清仓
IHI ISHARES TR $00.00%0 -3,445-100.0% -$21.41万 清仓
VXUS VANGUARD STAR FDS $00.00%0 -2,740-100.0% -$20.67万 清仓
MCK MCKESSON CORP $20.08万0.03%232 232— $20.08万 新建仓
XLB SELECT SECTOR SPDR TR $20.33万0.04%4,069 4,069— $20.33万 新建仓
FLOT ISHARES TR $20.40万0.04%4,003 -938-19.0% -$4.78万 减仓
STZ CONSTELLATION BRANDS INC $20.40万0.04%1,360 1,360— $20.40万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $20.89万0.04%3,114 -8,264-72.6% -$55.43万 减仓
XLK SELECT SECTOR SPDR TR $20.97万0.04%1,578 -197-11.1% -$2.62万 减仓
MS MORGAN STANLEY $20.98万0.04%1,275 -21-1.6% -$3,456 减仓
LRCX LAM RESEARCH CORP $21.09万0.04%987 987— $21.09万 新建仓
HII HUNTINGTON INGALLS INDS INC $21.16万0.04%557 557— $21.16万 新建仓
OUST OUSTER INC $21.18万0.04%11,528 11,528— $21.18万 新建仓
NXPI NXP SEMICONDUCTORS N V $21.22万0.04%1,078 -36-3.2% -$7,087 减仓
DHR DANAHER CORP DEL $22.04万0.04%1,162 30.3% $569 加仓
VNQ VANGUARD INDEX FDS $22.08万0.04%2,489 -83-3.2% -$7,362 减仓
IYW ISHARES TR $22.46万0.04%1,238 00.0% — 不变
DBEF DBX ETF TR $23.18万0.04%4,692 -182-3.7% -$8,991 减仓
TEM TEMPUS AI INC $23.20万0.04%5,131 2,50995.7% $11.35万 重新持有
IWP ISHARES TR $23.34万0.04%1,822 -418-18.7% -$5.36万 减仓
SFNC SIMMONS FIRST NATL CORP $23.56万0.04%12,115 670.6% $1,303 加仓
VOT VANGUARD INDEX FDS $23.68万0.04%920 -380-29.2% -$9.78万 减仓
HLT HILTON WORLDWIDE HLDGS INC $23.69万0.04%779 293.9% $8,818 加仓
QYLD GLOBAL X FDS $24.07万0.04%14,037 -3,463-19.8% -$5.94万 减仓
USHY ISHARES TR $24.38万0.04%6,619 2654.2% $9,763 加仓
COLD AMERICOLD REALTY TRUST INC $24.40万0.04%21,291 1,3606.8% $1.56万 加仓
FTMH PUTNAM ETF TRUST $24.81万0.04%21,515 00.0% — 不变
DON WISDOMTREE TR $24.98万0.04%4,754 -66-1.4% -$3,468 减仓
EEM ISHARES TR $25.03万0.04%4,408 2726.6% $1.54万 加仓
META META PLATFORMS INC $25.92万0.05%453 9325.8% $5.32万 重新持有
SCHB SCHWAB STRATEGIC TR $25.97万0.05%10,346 -31-0.3% -$778 减仓
BHK BLACKROCK CORE BD TR $26.64万0.05%29,080 -1,615-5.3% -$1.48万 减仓
IJR ISHARES TR $27.11万0.05%2,181 00.0% — 不变
AAOI APPLIED OPTOELECTRONICS INC $27.41万0.05%3,240 3,240— $27.41万 新建仓
MO ALTRIA GROUP INC $27.48万0.05%4,165 1604.0% $1.06万 加仓
FSLR FIRST SOLAR INC $27.56万0.05%1,397 -6-0.4% -$1,184 减仓
ACN ACCENTURE PLC IRELAND $27.80万0.05%1,402 -463-24.8% -$9.18万 减仓
CSL CARLISLE COS INC $27.86万0.05%835 00.0% — 不变
BKV BKV CORP $27.90万0.05%9,783 9,783— $27.90万 新建仓
SNY SANOFI SA $27.93万0.05%5,796 -27-0.5% -$1,301 减仓
SW SMURFIT WESTROCK PLC $28.06万0.05%7,041 120.2% $478 加仓
PHM PULTE GROUP INC $28.13万0.05%2,392 00.0% — 不变
IWM ISHARES TR $28.15万0.05%1,135 13413.4% $3.32万 加仓
— INVESCO ACTIVELY MANAGED EXC $28.37万0.05%7,508 -2,108-21.9% -$7.97万 减仓
RDDT REDDIT INC $29.17万0.05%2,166 -57-2.6% -$7,675 减仓
MCD MCDONALDS CORP $29.59万0.05%952 616.8% $1.90万 加仓
TOTL SSGA ACTIVE ETF TR $29.77万0.05%7,494 1291.8% $5,125 加仓
IEF ISHARES TR $30.71万0.05%3,218 -450-12.3% -$4.29万 减仓
VUG VANGUARD INDEX FDS $31.36万0.05%718 -24-3.2% -$1.05万 减仓
CHI CALAMOS CONV OPPORTUNITIES & $31.41万0.05%29,246 00.0% — 不变
SRLN SSGA ACTIVE ETF TR $31.48万0.05%7,843 -3,036-27.9% -$12.19万 减仓
AIA ISHARES TR $31.86万0.06%3,001 43016.7% $4.56万 加仓
EELV INVESCO EXCH TRADED FD TR II $31.95万0.06%11,377 4804.4% $1.35万 加仓
ABBV ABBVIE INC $32.38万0.06%1,489 15511.6% $3.37万 加仓
EWJ ISHARES INC $33.97万0.06%4,023 1363.5% $1.15万 加仓
BNDX VANGUARD CHARLOTTE FDS $33.99万0.06%7,074 1,17219.9% $5.63万 加仓
MAA MID-AMER APT CMNTYS INC $34.22万0.06%2,802 -453-13.9% -$5.53万 减仓
VLO VALERO ENERGY CORP $35.28万0.06%1,428 110.8% $2,718 加仓
USA LIBERTY ALL STAR EQUITY FD $35.39万0.06%63,774 -6,175-8.8% -$3.43万 减仓
VIK VIKING HOLDINGS LTD $35.94万0.06%4,891 4,891— $35.94万 新建仓
APLD APPLIED DIGITAL CORP $35.98万0.06%15,157 15,157— $35.98万 新建仓
IGSB ISHARES TR $36.43万0.06%6,932 -78-1.1% -$4,100 减仓
CHD CHURCH & DWIGHT CO INC $36.68万0.06%3,931 -221-5.3% -$2.06万 减仓
ALAB ASTERA LABS INC $37.09万0.06%3,384 1,28661.3% $14.09万 重新持有
HCA HCA HEALTHCARE INC $37.29万0.06%788 788— $37.29万 新建仓
REGL PROSHARES TR $37.64万0.07%4,356 2596.3% $2.24万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $38.17万0.07%5,040 -75-1.5% -$5,681 减仓
HUT HUT 8 CORP $38.40万0.07%8,185 8,185— $38.40万 新建仓
EWP ISHARES INC $39.02万0.07%7,185 -444-5.8% -$2.41万 减仓
BE BLOOM ENERGY CORP $39.22万0.07%2,895 -47-1.6% -$6,368 减仓
HDEF DBX ETF TR $39.44万0.07%12,169 -168-1.4% -$5,445 减仓
SPYM SPDR SERIES TRUST $39.62万0.07%5,176 -80-1.5% -$6,123 减仓
CORZ CORE SCIENTIFIC INC NEW $39.62万0.07%26,487 12,27186.3% $18.36万 重新持有
BUCK SIMPLIFY EXCHANGE TRADED FUN $39.98万0.07%17,011 17,011— $39.98万 新建仓