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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $48.04万 | 0.08% | 4,968 | -1,404 | -22.0% | -$13.58万 | 减仓 |
| VTR | VENTAS INC | $47.87万 | 0.08% | 5,853 | 31 | 0.5% | $2,535 | 加仓 |
| DG | DOLLAR GEN CORP | $47.80万 | 0.08% | 4,026 | 448 | 12.5% | $5.32万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $47.34万 | 0.08% | 13,165 | 2,518 | 23.6% | $9.05万 | 加仓 |
| ICSH | ISHARES TR | $46.45万 | 0.08% | 9,177 | 1,363 | 17.4% | $6.90万 | 加仓 |
| POWL | POWELL INDS INC | $46.21万 | 0.08% | 854 | 76 | 9.8% | $4.11万 | 重新持有 |
| IAU | ISHARES GOLD TR | $46.15万 | 0.08% | 5,235 | 60 | 1.2% | $5,290 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $45.78万 | 0.08% | 2,190 | -79 | -3.5% | -$1.65万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $45.22万 | 0.08% | 43,907 | -495 | -1.1% | -$5,099 | 减仓 |
| SYM | SYMBOTIC INC | $45.16万 | 0.08% | 8,488 | 4,258 | 100.7% | $22.65万 | 重新持有 |
| STIP | ISHARES TR | $44.75万 | 0.08% | 4,327 | -2,453 | -36.2% | -$25.37万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $44.74万 | 0.08% | 2,706 | 476 | 21.3% | $7.87万 | 加仓 |
| MDT | MEDTRONIC PLC | $44.49万 | 0.08% | 5,134 | -146 | -2.8% | -$1.27万 | 减仓 |
| IBND | SPDR SERIES TRUST | $44.32万 | 0.08% | 14,260 | 906 | 6.8% | $2.82万 | 加仓 |
| UNP | UNION PAC CORP | $44.01万 | 0.08% | 1,814 | 64 | 3.7% | $1.55万 | 加仓 |
| USMV | ISHARES TR | $43.99万 | 0.08% | 4,744 | -609 | -11.4% | -$5.65万 | 减仓 |
| IDV | ISHARES TR | $43.91万 | 0.08% | 10,317 | 3,809 | 58.5% | $16.21万 | 加仓 |
| UNM | UNUM GROUP | $43.50万 | 0.08% | 5,956 | 26 | 0.4% | $1,899 | 加仓 |
| TXUE | THORNBURG ETF TR | $42.88万 | 0.07% | 13,322 | 1,769 | 15.3% | $5.69万 | 加仓 |
| SRE | SEMPRA | $42.75万 | 0.07% | 4,399 | 43 | 1.0% | $4,178 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.59万 | 0.07% | 2,843 | 1,521 | 115.1% | $22.25万 | 重新持有 |
| WSO | WATSCO INC | $41.25万 | 0.07% | 1,134 | 639 | 129.1% | $23.25万 | 重新持有 |
| CRBN | ISHARES TR | $40.37万 | 0.07% | 1,812 | -85 | -4.5% | -$1.89万 | 减仓 |
| EWA | ISHARES INC | $40.05万 | 0.07% | 14,428 | 4,406 | 44.0% | $12.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $40.04万 | 0.07% | 670 | -28 | -4.0% | -$1.67万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $39.98万 | 0.07% | 17,011 | 17,011 | — | $39.98万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $39.62万 | 0.07% | 26,487 | 12,271 | 86.3% | $18.36万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $39.62万 | 0.07% | 5,176 | -80 | -1.5% | -$6,123 | 减仓 |
| HDEF | DBX ETF TR | $39.44万 | 0.07% | 12,169 | -168 | -1.4% | -$5,445 | 减仓 |
| BE | BLOOM ENERGY CORP | $39.22万 | 0.07% | 2,895 | -47 | -1.6% | -$6,368 | 减仓 |
| EWP | ISHARES INC | $39.02万 | 0.07% | 7,185 | -444 | -5.8% | -$2.41万 | 减仓 |
| HUT | HUT 8 CORP | $38.40万 | 0.07% | 8,185 | 8,185 | — | $38.40万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $38.17万 | 0.07% | 5,040 | -75 | -1.5% | -$5,681 | 减仓 |
| REGL | PROSHARES TR | $37.64万 | 0.07% | 4,356 | 259 | 6.3% | $2.24万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $37.29万 | 0.06% | 788 | 788 | — | $37.29万 | 新建仓 |
| ALAB | ASTERA LABS INC | $37.09万 | 0.06% | 3,384 | 1,286 | 61.3% | $14.09万 | 重新持有 |
| CHD | CHURCH & DWIGHT CO INC | $36.68万 | 0.06% | 3,931 | -221 | -5.3% | -$2.06万 | 减仓 |
| IGSB | ISHARES TR | $36.43万 | 0.06% | 6,932 | -78 | -1.1% | -$4,100 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $35.98万 | 0.06% | 15,157 | 15,157 | — | $35.98万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $35.94万 | 0.06% | 4,891 | 4,891 | — | $35.94万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $35.39万 | 0.06% | 63,774 | -6,175 | -8.8% | -$3.43万 | 减仓 |
| VLO | VALERO ENERGY CORP | $35.28万 | 0.06% | 1,428 | 11 | 0.8% | $2,718 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $34.22万 | 0.06% | 2,802 | -453 | -13.9% | -$5.53万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $33.99万 | 0.06% | 7,074 | 1,172 | 19.9% | $5.63万 | 加仓 |
| EWJ | ISHARES INC | $33.97万 | 0.06% | 4,023 | 136 | 3.5% | $1.15万 | 加仓 |
| ABBV | ABBVIE INC | $32.38万 | 0.06% | 1,489 | 155 | 11.6% | $3.37万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $31.95万 | 0.06% | 11,377 | 480 | 4.4% | $1.35万 | 加仓 |
| AIA | ISHARES TR | $31.86万 | 0.06% | 3,001 | 430 | 16.7% | $4.56万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $31.48万 | 0.05% | 7,843 | -3,036 | -27.9% | -$12.19万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $31.41万 | 0.05% | 29,246 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $31.36万 | 0.05% | 718 | -24 | -3.2% | -$1.05万 | 减仓 |
| IEF | ISHARES TR | $30.71万 | 0.05% | 3,218 | -450 | -12.3% | -$4.29万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $29.77万 | 0.05% | 7,494 | 129 | 1.8% | $5,125 | 加仓 |
| MCD | MCDONALDS CORP | $29.59万 | 0.05% | 952 | 61 | 6.8% | $1.90万 | 加仓 |
| RDDT | REDDIT INC | $29.17万 | 0.05% | 2,166 | -57 | -2.6% | -$7,675 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $28.37万 | 0.05% | 7,508 | -2,108 | -21.9% | -$7.97万 | 减仓 |
| IWM | ISHARES TR | $28.15万 | 0.05% | 1,135 | 134 | 13.4% | $3.32万 | 加仓 |
| PHM | PULTE GROUP INC | $28.13万 | 0.05% | 2,392 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $28.06万 | 0.05% | 7,041 | 12 | 0.2% | $478 | 加仓 |
| SNY | SANOFI SA | $27.93万 | 0.05% | 5,796 | -27 | -0.5% | -$1,301 | 减仓 |
| BKV | BKV CORP | $27.90万 | 0.05% | 9,783 | 9,783 | — | $27.90万 | 新建仓 |
| CSL | CARLISLE COS INC | $27.86万 | 0.05% | 835 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $27.80万 | 0.05% | 1,402 | -463 | -24.8% | -$9.18万 | 减仓 |
| FSLR | FIRST SOLAR INC | $27.56万 | 0.05% | 1,397 | -6 | -0.4% | -$1,184 | 减仓 |
| MO | ALTRIA GROUP INC | $27.48万 | 0.05% | 4,165 | 160 | 4.0% | $1.06万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $27.41万 | 0.05% | 3,240 | 3,240 | — | $27.41万 | 新建仓 |
| IJR | ISHARES TR | $27.11万 | 0.05% | 2,181 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR | $26.64万 | 0.05% | 29,080 | -1,615 | -5.3% | -$1.48万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.97万 | 0.05% | 10,346 | -31 | -0.3% | -$778 | 减仓 |
| META | META PLATFORMS INC | $25.92万 | 0.05% | 453 | 93 | 25.8% | $5.32万 | 重新持有 |
| EEM | ISHARES TR | $25.03万 | 0.04% | 4,408 | 272 | 6.6% | $1.54万 | 加仓 |
| DON | WISDOMTREE TR | $24.98万 | 0.04% | 4,754 | -66 | -1.4% | -$3,468 | 减仓 |
| FTMH | PUTNAM ETF TRUST | $24.81万 | 0.04% | 21,515 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $24.40万 | 0.04% | 21,291 | 1,360 | 6.8% | $1.56万 | 加仓 |
| USHY | ISHARES TR | $24.38万 | 0.04% | 6,619 | 265 | 4.2% | $9,763 | 加仓 |
| QYLD | GLOBAL X FDS | $24.07万 | 0.04% | 14,037 | -3,463 | -19.8% | -$5.94万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $23.69万 | 0.04% | 779 | 29 | 3.9% | $8,818 | 加仓 |
| VOT | VANGUARD INDEX FDS | $23.68万 | 0.04% | 920 | -380 | -29.2% | -$9.78万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $23.56万 | 0.04% | 12,115 | 67 | 0.6% | $1,303 | 加仓 |
| IWP | ISHARES TR | $23.34万 | 0.04% | 1,822 | -418 | -18.7% | -$5.36万 | 减仓 |
| TEM | TEMPUS AI INC | $23.20万 | 0.04% | 5,131 | 2,509 | 95.7% | $11.35万 | 重新持有 |
| DBEF | DBX ETF TR | $23.18万 | 0.04% | 4,692 | -182 | -3.7% | -$8,991 | 减仓 |
| IYW | ISHARES TR | $22.46万 | 0.04% | 1,238 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $22.08万 | 0.04% | 2,489 | -83 | -3.2% | -$7,362 | 减仓 |
| DHR | DANAHER CORP DEL | $22.04万 | 0.04% | 1,162 | 3 | 0.3% | $569 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $21.22万 | 0.04% | 1,078 | -36 | -3.2% | -$7,087 | 减仓 |
| OUST | OUSTER INC | $21.18万 | 0.04% | 11,528 | 11,528 | — | $21.18万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $21.16万 | 0.04% | 557 | 557 | — | $21.16万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $21.09万 | 0.04% | 987 | 987 | — | $21.09万 | 新建仓 |
| MS | MORGAN STANLEY | $20.98万 | 0.04% | 1,275 | -21 | -1.6% | -$3,456 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $20.97万 | 0.04% | 1,578 | -197 | -11.1% | -$2.62万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $20.89万 | 0.04% | 3,114 | -8,264 | -72.6% | -$55.43万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $20.40万 | 0.04% | 1,360 | 1,360 | — | $20.40万 | 新建仓 |
| FLOT | ISHARES TR | $20.40万 | 0.04% | 4,003 | -938 | -19.0% | -$4.78万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $20.33万 | 0.04% | 4,069 | 4,069 | — | $20.33万 | 新建仓 |
| MCK | MCKESSON CORP | $20.08万 | 0.03% | 232 | 232 | — | $20.08万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -32,703 | -100.0% | -$601.28万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -19,217 | -100.0% | -$183.35万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -67,086 | -100.0% | -$98.62万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -8,649 | -100.0% | -$58.10万 | 清仓 |