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
FNDF SCHWAB STRATEGIC TR $175.82万0.27%33,325 1,3424.2% $7.08万 加仓
PG PROCTER & GAMBLE CO $175.70万0.27%11,982 6876.1% $10.07万 加仓
UBER UBER TECHNOLOGIES INC $175.10万0.27%24,265 -165-0.7% -$1.19万 减仓
RSP INVESCO EXCHANGE TRADED FD T $171.00万0.27%8,037 -134-1.6% -$2.85万 减仓
DUK DUKE ENERGY CORP NEW $170.60万0.27%13,478 9867.9% $12.48万 加仓
XLC SELECT SECTOR SPDR TR $165.17万0.26%15,418 -2,338-13.2% -$25.05万 减仓
VIG VANGUARD SPECIALIZED FUNDS $163.37万0.25%6,904 -1,969-22.2% -$46.59万 减仓
QCOM QUALCOMM INC $162.28万0.25%8,782 -311-3.4% -$5.75万 减仓
EFA ISHARES TR $161.94万0.25%15,589 -88-0.6% -$9,141 减仓
SOLS SOLSTICE ADVANCED MATLS INC $158.23万0.25%17,858 8154.8% $7.22万 加仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $156.44万0.24%31,880 -7,197-18.4% -$35.32万 减仓
ITOT ISHARES TR $154.41万0.24%9,400 -202-2.1% -$3.32万 减仓
ISRG INTUITIVE SURGICAL INC $152.71万0.24%3,840 -393-9.3% -$15.63万 减仓
ENB ENBRIDGE INC $152.30万0.24%28,093 -68-0.2% -$3,686 减仓
CSM PROSHARES TR $149.66万0.23%17,562 -5,391-23.5% -$45.94万 减仓
FPX FIRST TR EXCHANGE-TRADED FD $149.51万0.23%7,252 -31-0.4% -$6,391 减仓
SPMO INVESCO EXCH TRADED FD TR II $144.55万0.22%8,948 -524-5.5% -$8.46万 减仓
BILS SPDR SERIES TRUST $144.13万0.22%14,503 -6,113-29.7% -$60.75万 减仓
IJT ISHARES TR $142.38万0.22%7,972 4496.0% $8.02万 加仓
TJX TJX COS INC NEW $141.06万0.22%9,311 4515.1% $6.83万 加仓
NFLX NETFLIX INC. $139.93万0.22%19,598 1,2146.6% $8.67万 加仓
LRCX LAM RESEARCH CORP $138.49万0.22%3,196 2,209223.8% $95.72万 加仓
HDV ISHARES TR $135.41万0.21%49,400 3,6007.9% $9.87万 加仓
PSX PHILLIPS 66 $128.60万0.20%7,607 660.9% $1.12万 加仓
CWB SPDR SERIES TRUST $128.03万0.20%11,874 -550-4.4% -$5.93万 减仓
CL COLGATE PALMOLIVE CO $127.92万0.20%13,953 1451.1% $1.33万 加仓
TFC TRUIST FINL CORP $127.56万0.20%25,605 1,0384.2% $5.17万 加仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $127.11万0.20%54,276 37,265219.1% $87.27万 加仓
VZ VERIZON COMMUNICATIONS INC $126.85万0.20%29,960 1,0403.6% $4.40万 加仓
ALAB ASTERA LABS INC $124.67万0.19%2,581 -803-23.7% -$38.79万 减仓
SPHD INVESCO EXCH TRADED FD TR II $122.61万0.19%24,116 -103-0.4% -$5,236 减仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $122.59万0.19%65,767 25,84964.8% $48.18万 加仓
WDC WESTERN DIGITAL CORP $121.23万0.19%1,898 1,898— $121.23万 新建仓
XMMO INVESCO EXCHANGE TRADED FD T $120.77万0.19%7,098 1492.1% $2.54万 加仓
IJK ISHARES TR $119.59万0.19%10,178 -191-1.8% -$2.24万 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
VCIT VANGUARD SCOTTSDALE FDS $117.92万0.18%14,267 -3,125-18.0% -$25.83万 减仓
SPYI NEOS ETF TRUST $117.10万0.18%22,057 7,96856.6% $42.30万 加仓
SNDK SANDISK CORP $116.19万0.18%511 511— $116.19万 新建仓
ACWI ISHARES TR $116.02万0.18%7,391 -557-7.0% -$8.74万 减仓
GE GE AEROSPACE $114.55万0.18%3,065 1,08354.6% $40.47万 加仓
VIGI VANGUARD WHITEHALL FDS $113.69万0.18%12,175 -463-3.7% -$4.32万 减仓
DOV DOVER CORP $112.86万0.18%5,032 -38-0.7% -$8,523 减仓
BMY BRISTOL-MYERS SQUIBB CO $110.02万0.17%19,094 -3,236-14.5% -$18.65万 减仓
AZO AUTOZONE INC $108.34万0.17%339 -27-7.4% -$8.63万 减仓
IWB ISHARES TR $106.06万0.16%2,590 -89-3.3% -$3.64万 减仓
VRT VERTIV HOLDINGS CO $103.53万0.16%3,092 3,092— $103.53万 新建仓
QQQ INVESCO QQQ TR $103.10万0.16%1,400 00.0% — 不变
CIEN CIENA CORP $102.13万0.16%2,082 2,082— $102.13万 新建仓
IWD ISHARES TR $102.04万0.16%4,209 -411-8.9% -$9.96万 减仓
D DOMINION ENERGY INC $101.86万0.16%14,916 -209-1.4% -$1.43万 减仓
RSG REPUBLIC SVCS INC $101.83万0.16%4,779 -190-3.8% -$4.05万 减仓
COHR COHERENT CORP $101.42万0.16%2,571 2,571— $101.42万 新建仓
FIX COMFORT SYS USA INC $100.09万0.16%505 13938.0% $27.55万 加仓
CNI CANADIAN NATL RY CO $99.08万0.15%8,309 20.0% $238 加仓
ADSK AUTODESK INC $98.12万0.15%5,047 -1,835-26.7% -$35.68万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $97.57万0.15%2,043 1296.7% $6.16万 加仓
ECG EVERUS CONSTR GROUP $97.51万0.15%5,876 5,876— $97.51万 新建仓
LOW LOWES COS INC $97.19万0.15%4,408 -555-11.2% -$12.24万 减仓
SO SOUTHERN CO $97.07万0.15%10,142 2,30629.4% $22.07万 加仓
CRWV COREWEAVE INC $94.52万0.15%9,496 9,496— $94.52万 新建仓
IUSV ISHARES TR $94.04万0.15%8,537 -237-2.7% -$2.61万 减仓
VGIT VANGUARD SCOTTSDALE FDS $93.44万0.15%15,842 2871.8% $1.69万 加仓
VEEV VEEVA SYS INC $93.21万0.14%5,252 -2,231-29.8% -$39.59万 减仓
VTI VANGUARD INDEX FDS $92.89万0.14%2,510 903.7% $3.33万 加仓
VTV VANGUARD INDEX FDS $90.87万0.14%4,170 -382-8.4% -$8.32万 减仓
HST HOST HOTELS & RESORTS INC $90.39万0.14%38,124 -669-1.7% -$1.59万 减仓
IGV ISHARES TR $89.94万0.14%9,927 -1,485-13.0% -$13.45万 减仓
BE BLOOM ENERGY CORP $87.30万0.14%2,884 -11-0.4% -$3,330 减仓
LITE LUMENTUM HLDGS INC $85.81万0.13%1,000 17621.4% $15.10万 加仓
UNH UNITEDHEALTH GROUP INC $85.29万0.13%2,052 -464-18.4% -$19.29万 减仓
C CITIGROUP INC $83.50万0.13%5,966 5399.9% $7.54万 加仓
JPUS J P MORGAN EXCHANGE TRADED F $83.24万0.13%5,936 -1,320-18.2% -$18.51万 减仓
IEI ISHARES TR $83.19万0.13%7,083 110.2% $1,292 加仓
BBJP J P MORGAN EXCHANGE TRADED F $80.06万0.12%10,631 1,92622.1% $14.50万 加仓
HCA HCA HEALTHCARE INC $80.01万0.12%2,052 1,264160.4% $49.28万 加仓
HD HOME DEPOT INC $79.50万0.12%2,254 944.4% $3.32万 加仓
VSS VANGUARD INTL EQUITY INDEX F $78.98万0.12%5,119 67415.2% $10.40万 加仓
ALC ALCON AG $78.55万0.12%11,706 -1,580-11.9% -$10.60万 减仓
BJ BJS WHSL CLUB HLDGS INC $77.70万0.12%8,908 -4,179-31.9% -$36.45万 减仓
HON HONEYWELL INTL INC $73.53万0.11%3,284 -2,987-47.6% -$66.88万 减仓
IWV ISHARES TR $73.43万0.11%1,722 905.5% $3.84万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $72.85万0.11%10,079 2262.3% $1.63万 加仓
HONA HONEYWELL AEROSPACE INC $72.58万0.11%3,283 3,283— $72.58万 新建仓
ROL ROLLINS INC $71.35万0.11%17,095 2,20514.8% $9.20万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $71.23万0.11%8,335 00.0% — 不变
FMDE FIDELITY COVINGTON TRUST $70.82万0.11%17,452 4,28732.6% $17.40万 加仓
AWK AMERICAN WTR WKS CO INC NEW $69.01万0.11%5,245 -347-6.2% -$4.57万 减仓
ATO ATMOS ENERGY CORP $67.94万0.11%3,944 99533.7% $17.14万 加仓
JVAL J P MORGAN EXCHANGE TRADED F $67.72万0.11%11,548 -110-0.9% -$6,450 减仓
XLU SELECT SECTOR SPDR TR $67.51万0.10%14,889 1,0937.9% $4.96万 加仓
BFLY BUTTERFLY NETWORK INC $64.99万0.10%77,185 77,185— $64.99万 新建仓
FMB FIRST TR EXCH TRADED FD III $64.32万0.10%12,522 00.0% — 不变
TEL TE CONNECTIVITY PLC $63.91万0.10%3,170 98044.7% $19.76万 加仓
VEA VANGUARD TAX-MANAGED FDS $63.71万0.10%8,942 00.0% — 不变
MELI MERCADOLIBRE INC $62.12万0.10%366 8530.2% $14.43万 加仓
AMRZ AMRIZE LTD $61.54万0.10%11,551 -3,113-21.2% -$16.59万 减仓
LMT LOCKHEED MARTIN CORP $61.39万0.10%1,205 716.3% $3.62万 加仓
IGM ISHARES TR $61.34万0.10%3,750 -319-7.8% -$5.22万 减仓
TLN TALEN ENERGY CORP $60.37万0.09%1,571 1,571— $60.37万 新建仓