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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,842.74万 | 4.94% | 163,001 | 3,209 | 2.0% | $55.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,219.22万 | 3.86% | 46,311 | 31,864 | 220.6% | $1,526.92万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,723.54万 | 3.00% | 24 | 24 | — | $1,723.54万 | 新建仓 |
| AAPL | APPLE INC | $1,685.33万 | 2.93% | 66,406 | 1,036 | 1.6% | $26.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,584.02万 | 2.75% | 42,792 | 1,066 | 2.6% | $39.46万 | 加仓 |
| KO | COCA COLA CO | $1,339.51万 | 2.33% | 176,135 | 1,006 | 0.6% | $7.65万 | 加仓 |
| V | VISA INC | $1,162.26万 | 2.02% | 38,455 | -494 | -1.3% | -$14.93万 | 减仓 |
| AVGO | BROADCOM INC | $1,069.52万 | 1.86% | 34,555 | 1,241 | 3.7% | $38.41万 | 加仓 |
| IWF | ISHARES TR | $1,014.14万 | 1.76% | 23,784 | -1,210 | -4.8% | -$51.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $892.53万 | 1.55% | 30,342 | 139 | 0.5% | $4.09万 | 加仓 |
| RTX | RTX CORPORATION | $728.49万 | 1.27% | 37,765 | 168 | 0.4% | $3.24万 | 加仓 |
| IVV | ISHARES TR | $713.80万 | 1.24% | 10,928 | -420 | -3.7% | -$27.43万 | 减仓 |
| TIP | ISHARES TR | $686.54万 | 1.19% | 62,209 | 4,263 | 7.4% | $47.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $680.88万 | 1.18% | 10,470 | -886 | -7.8% | -$57.62万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $602.29万 | 1.05% | 62,433 | -1,460 | -2.3% | -$14.08万 | 减仓 |
| AZN | ASTRAZENECA PLC | $587.69万 | 1.02% | 30,089 | 30,089 | — | $587.69万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $558.28万 | 0.97% | 22,839 | 381 | 1.7% | $9.31万 | 加仓 |
| GOOGL | ALPHABET INC | $531.65万 | 0.92% | 18,488 | 1,087 | 6.2% | $31.26万 | 加仓 |
| ETN | EATON CORP PLC | $528.03万 | 0.92% | 14,763 | -51 | -0.3% | -$1.82万 | 减仓 |
| NEM | NEWMONT CORP | $502.78万 | 0.87% | 46,446 | -165 | -0.4% | -$1.79万 | 减仓 |
| GOOG | ALPHABET INC | $501.17万 | 0.87% | 17,471 | 996 | 6.0% | $28.57万 | 加仓 |
| — | EXXON MOBIL CORP | $501.08万 | 0.87% | 29,534 | 460 | 1.6% | $7.80万 | 加仓 |
| CSCO | CISCO SYS INC | $499.71万 | 0.87% | 64,404 | 329 | 0.5% | $2.55万 | 加仓 |
| GLDM | WORLD GOLD TR | $496.44万 | 0.86% | 53,559 | 1,624 | 3.1% | $15.05万 | 加仓 |
| IEFA | ISHARES TR | $465.44万 | 0.81% | 51,413 | 736 | 1.5% | $6.66万 | 加仓 |
| AGG | ISHARES TR | $451.84万 | 0.79% | 45,516 | 478 | 1.1% | $4.75万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $440.91万 | 0.77% | 77,789 | 4,734 | 6.5% | $26.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $431.26万 | 0.75% | 20,844 | -97 | -0.5% | -$2.01万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $428.06万 | 0.74% | 54,000 | -2,722 | -4.8% | -$21.58万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $423.15万 | 0.74% | 57,462 | 4,057 | 7.6% | $29.88万 | 加仓 |
| GLW | CORNING INC | $413.46万 | 0.72% | 30,408 | -251 | -0.8% | -$3.41万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $409.71万 | 0.71% | 87,025 | 5,848 | 7.2% | $27.53万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $388.63万 | 0.68% | 76,790 | -5,412 | -6.6% | -$27.39万 | 减仓 |
| CB | CHUBB LTD SWITZ | $383.52万 | 0.67% | 11,767 | -1 | -0.0% | -$326 | 减仓 |
| SUB | ISHARES TR | $380.19万 | 0.66% | 35,699 | -2,554 | -6.7% | -$27.20万 | 减仓 |
| GVI | ISHARES TR | $379.62万 | 0.66% | 35,585 | 300 | 0.9% | $3.20万 | 加仓 |
| LIN | LINDE PLC | $372.89万 | 0.65% | 7,522 | -71 | -0.9% | -$3.52万 | 减仓 |
| WMT | WALMART INC | $357.33万 | 0.62% | 28,752 | 251 | 0.9% | $3.12万 | 加仓 |
| EFG | ISHARES TR | $351.91万 | 0.61% | 31,598 | 2,520 | 8.7% | $28.07万 | 加仓 |
| AMZN | AMAZON COM INC | $348.31万 | 0.61% | 16,724 | 1,978 | 13.4% | $41.20万 | 加仓 |
| XYL | XYLEM INC | $343.46万 | 0.60% | 28,741 | -246 | -0.8% | -$2.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $339.18万 | 0.59% | 25,887 | -231 | -0.9% | -$3.03万 | 减仓 |
| DTH | WISDOMTREE TR | $336.49万 | 0.58% | 62,210 | 19,467 | 45.5% | $105.30万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $334.63万 | 0.58% | 44,557 | 1,590 | 3.7% | $11.94万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $328.98万 | 0.57% | 41,957 | -955 | -2.2% | -$7.49万 | 减仓 |
| MRK | MERCK & CO INC | $328.59万 | 0.57% | 27,316 | 49 | 0.2% | $5,894 | 加仓 |
| EFV | ISHARES TR | $328.45万 | 0.57% | 44,176 | 2,040 | 4.8% | $15.17万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $324.90万 | 0.56% | 63,912 | 860 | 1.4% | $4.37万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $323.96万 | 0.56% | 57,532 | -2,479 | -4.1% | -$13.96万 | 减仓 |
| BIL | SPDR SERIES TRUST | $320.29万 | 0.56% | 34,951 | -3,165 | -8.3% | -$29.00万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $315.82万 | 0.55% | 21,324 | 1,597 | 8.1% | $23.65万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $299.85万 | 0.52% | 112,684 | 18,438 | 19.6% | $49.06万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $294.45万 | 0.51% | 65,058 | 4,750 | 7.9% | $21.50万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $292.65万 | 0.51% | 108,548 | 3,894 | 3.7% | $10.50万 | 加仓 |
| FEOE | RBB FUND TRUST | $288.58万 | 0.50% | 57,190 | 15,898 | 38.5% | $80.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $288.36万 | 0.50% | 31,047 | -268 | -0.9% | -$2.49万 | 减仓 |
| IDXX | IDEXX LABS INC | $285.10万 | 0.50% | 5,074 | -6 | -0.1% | -$3,371 | 减仓 |
| GEV | GE VERNOVA INC | $277.84万 | 0.48% | 3,183 | 659 | 26.1% | $57.52万 | 加仓 |
| SYK | STRYKER CORPORATION | $272.49万 | 0.47% | 8,293 | -91 | -1.1% | -$2.99万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $265.83万 | 0.46% | 3,896 | 43 | 1.1% | $2.93万 | 加仓 |
| T | AT&T INC | $260.97万 | 0.45% | 90,022 | 451 | 0.5% | $1.31万 | 加仓 |
| NVS | NOVARTIS AG | $260.07万 | 0.45% | 17,026 | -108 | -0.6% | -$1.65万 | 减仓 |
| VO | VANGUARD INDEX FDS | $255.97万 | 0.44% | 8,913 | -39 | -0.4% | -$1.12万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $251.56万 | 0.44% | 12,366 | 2,895 | 30.6% | $58.89万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $250.13万 | 0.43% | 53,907 | 5,670 | 11.8% | $26.31万 | 加仓 |
| VMC | VULCAN MATLS CO | $249.36万 | 0.43% | 9,158 | -241 | -2.6% | -$6.56万 | 减仓 |
| SLV | ISHARES SILVER TR | $248.47万 | 0.43% | 36,465 | -1,447 | -3.8% | -$9.86万 | 减仓 |
| BAC | BANK AMERICA CORP | $247.64万 | 0.43% | 50,797 | 324 | 0.6% | $1.58万 | 加仓 |
| IJH | ISHARES TR | $246.77万 | 0.43% | 36,543 | -164 | -0.4% | -$1.11万 | 减仓 |
| GLD | SPDR GOLD TR | $244.15万 | 0.42% | 5,674 | 14 | 0.2% | $6,024 | 加仓 |
| DJP | BARCLAYS BANK PLC | $240.01万 | 0.42% | 49,857 | 8,198 | 19.7% | $39.47万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $238.19万 | 0.41% | 6,101 | 566 | 10.2% | $22.10万 | 加仓 |
| LLY | ELI LILLY & CO | $238.04万 | 0.41% | 2,588 | 89 | 3.6% | $8.19万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $233.79万 | 0.41% | 7,148 | 229 | 3.3% | $7.49万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $224.42万 | 0.39% | 29,078 | -1,078 | -3.6% | -$8.32万 | 减仓 |
| AMAT | APPLIED MATLS INC | $220.83万 | 0.38% | 6,461 | 413 | 6.8% | $14.12万 | 加仓 |
| MUNI | PIMCO ETF TR | $218.33万 | 0.38% | 41,833 | -143 | -0.3% | -$7,463 | 减仓 |
| SHY | ISHARES TR | $216.46万 | 0.38% | 26,215 | 1,243 | 5.0% | $10.26万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $216.05万 | 0.38% | 7,528 | -17 | -0.2% | -$4,879 | 减仓 |
| PEP | PEPSICO INC | $213.83万 | 0.37% | 13,770 | -263 | -1.9% | -$4.08万 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $211.75万 | 0.37% | 62,060 | 8,858 | 16.6% | $30.22万 | 加仓 |
| BILS | SPDR SERIES TRUST | $205.01万 | 0.36% | 20,616 | -797 | -3.7% | -$7.93万 | 减仓 |
| MUB | ISHARES TR | $204.18万 | 0.35% | 19,235 | -289 | -1.5% | -$3.07万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $200.74万 | 0.35% | 10,149 | 506 | 5.2% | $10.01万 | 加仓 |
| ECL | ECOLAB INC | $200.10万 | 0.35% | 7,522 | -244 | -3.1% | -$6.49万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $199.22万 | 0.35% | 52,647 | 256 | 0.5% | $9,687 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $196.84万 | 0.34% | 17,756 | -1,441 | -7.5% | -$15.97万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $195.72万 | 0.34% | 39,293 | 1,134 | 3.0% | $5.65万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $195.14万 | 0.34% | 4,233 | 644 | 17.9% | $29.69万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $193.27万 | 0.34% | 39,077 | -459 | -1.2% | -$2.27万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $191.58万 | 0.33% | 107,935 | -1,274 | -1.2% | -$2.26万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $190.83万 | 0.33% | 8,873 | -38 | -0.4% | -$8,172 | 减仓 |
| BOND | PIMCO ETF TR | $187.18万 | 0.33% | 20,284 | -511 | -2.5% | -$4.72万 | 减仓 |
| WMB | WILLIAMS COS INC | $184.44万 | 0.32% | 25,342 | 206 | 0.8% | $1.50万 | 加仓 |
| URI | UNITED RENTALS INC | $183.89万 | 0.32% | 2,524 | 216 | 9.4% | $15.74万 | 加仓 |
| IXN | ISHARES TR | $181.46万 | 0.32% | 18,151 | -1,912 | -9.5% | -$19.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $176.97万 | 0.31% | 7,301 | -58 | -0.8% | -$1.41万 | 减仓 |
| NFLX | NETFLIX INC. | $176.76万 | 0.31% | 18,384 | -4,373 | -19.2% | -$42.05万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $175.72万 | 0.31% | 24,430 | 4,176 | 20.6% | $30.04万 | 加仓 |
| CSM | PROSHARES TR | $171.73万 | 0.30% | 22,953 | -1,113 | -4.6% | -$8.33万 | 减仓 |