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
NVDA NVIDIA CORPORATION $3,347.11万5.20%167,280 4,2792.6% $85.62万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,313.95万3.60%46,243 -68-0.1% -$3.40万 减仓
AAPL APPLE INC $1,988.51万3.09%68,721 2,3153.5% $66.99万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $1,797.24万2.79%24 00.0% — 不变
MSFT MICROSOFT CORP $1,646.81万2.56%44,148 1,3563.2% $50.58万 加仓
KO COCA COLA CO $1,457.06万2.26%179,287 3,1521.8% $25.62万 加仓
V VISA INC $1,315.57万2.05%38,345 -110-0.3% -$3.77万 减仓
AVGO BROADCOM INC $1,262.36万1.96%33,418 -1,137-3.3% -$42.95万 减仓
IWF ISHARES TR $1,034.93万1.61%83,348 -11,788-12.4% -$146.37万 减仓
JPM JPMORGAN CHASE & CO $993.99万1.55%30,366 240.1% $7,856 加仓
IVV ISHARES TR $784.30万1.22%10,473 -455-4.2% -$34.07万 减仓
GLW CORNING INC $781.51万1.21%30,596 1880.6% $4.80万 加仓
SPY STATE STR SPDR S&P 500 ETF T $763.43万1.19%10,223 -247-2.4% -$18.45万 减仓
CSCO CISCO SYS INC $753.98万1.17%64,190 -214-0.3% -$2.51万 减仓
RTX RTX CORPORATION $723.23万1.12%38,119 3540.9% $6.72万 加仓
GOOGL ALPHABET INC $702.71万1.09%19,663 1,1756.4% $41.99万 加仓
KMB KIMBERLY-CLARK CORP $684.94万1.06%62,398 -35-0.1% -$3,842 减仓
AMD ADVANCED MICRO DEVICES INC $672.29万1.05%11,573 -793-6.4% -$46.07万 减仓
GOOG ALPHABET INC $661.26万1.03%18,715 1,2447.1% $43.95万 加仓
TIP ISHARES TR $615.78万0.96%56,271 -5,938-9.5% -$64.98万 减仓
ETN EATON CORP PLC $609.52万0.95%14,304 -459-3.1% -$19.56万 减仓
JNJ JOHNSON & JOHNSON $582.28万0.91%22,927 880.4% $2.23万 加仓
AZN ASTRAZENECA PLC $564.45万0.88%29,983 -106-0.4% -$2.00万 减仓
GEV GE VERNOVA INC $491.33万0.76%4,182 99931.4% $117.37万 加仓
AMZN AMAZON COM INC $478.18万0.74%20,063 3,33920.0% $79.58万 加仓
IEFA ISHARES TR $477.93万0.74%49,485 -1,928-3.8% -$18.62万 减仓
CRWD CROWDSTRIKE HLDGS INC $471.93万0.73%6,184 831.4% $6.33万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $464.61万0.72%72,033 6,97510.7% $44.99万 加仓
VCSH VANGUARD SCOTTSDALE FDS $456.64万0.71%57,781 3,7817.0% $29.88万 加仓
AMAT APPLIED MATLS INC $453.30万0.70%6,270 -191-3.0% -$13.81万 减仓
JCPB J P MORGAN EXCHANGE TRADED F $441.30万0.69%94,013 6,9888.0% $32.80万 加仓
NEM NEWMONT CORP $434.75万0.68%46,547 1010.2% $9,433 加仓
GLDM WORLD GOLD TR $424.05万0.66%53,393 -166-0.3% -$1.32万 减仓
CARR CARRIER GLOBAL CORPORATION $420.84万0.65%57,374 -158-0.3% -$1.16万 减仓
— EXXON MOBIL CORP $404.05万0.63%29,553 190.1% $2,598 加仓
VEU VANGUARD INTL EQUITY INDEX F $403.52万0.63%48,181 3,6248.1% $30.35万 加仓
CB CHUBB LIMITED $402.28万0.63%11,806 390.3% $1.33万 加仓
LIN LINDE PLC $390.50万0.61%7,525 30.0% $1,557 加仓
BND VANGUARD BD INDEX FDS $390.37万0.61%53,177 -4,285-7.5% -$31.46万 减仓
EFG ISHARES TR $377.37万0.59%30,330 -1,268-4.0% -$15.78万 减仓
GVI ISHARES TR $366.13万0.57%34,509 -1,076-3.0% -$11.42万 减仓
SUB ISHARES TR $360.75万0.56%33,883 -1,816-5.1% -$19.33万 减仓
EMR EMERSON ELEC CO $359.83万0.56%25,137 -750-2.9% -$10.74万 减仓
BSV VANGUARD BD INDEX FDS $350.78万0.55%45,024 3,0677.3% $23.89万 加仓
CVX CHEVRON CORPORATION $349.75万0.54%21,100 2561.2% $4.24万 加仓
BIL SPDR SERIES TRUST $340.53万0.53%37,159 2,2086.3% $20.23万 加仓
XYL XYLEM INC $339.86万0.53%28,751 100.0% $1,182 加仓
DTH WISDOMTREE TR $339.54万0.53%62,749 5390.9% $2.92万 加仓
MRK MERCK & CO INC $338.93万0.53%26,376 -940-3.4% -$12.08万 减仓
LLY ELI LILLY & CO $338.48万0.53%2,822 2349.0% $28.07万 加仓
EFV ISHARES TR $336.85万0.52%44,004 -172-0.4% -$1.32万 减仓
FEOE RBB FUND TRUST $335.96万0.52%62,914 5,72410.0% $30.57万 加仓
NEE NEXTERA ENERGY INC $331.59万0.52%37,780 6,73321.7% $59.10万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $330.72万0.51%58,555 -19,234-24.7% -$108.63万 减仓
WMT WALMART INC $326.20万0.51%28,801 490.2% $5,550 加仓
VYM VANGUARD WHITEHALL FDS $325.86万0.51%20,620 -704-3.3% -$11.13万 减仓
SCHP SCHWAB STRATEGIC TR $319.85万0.50%120,699 8,0157.1% $21.24万 加仓
JPST J P MORGAN EXCHANGE TRADED F $315.65万0.49%62,418 -14,372-18.7% -$72.68万 减仓
AGG ISHARES TR $292.63万0.45%29,565 -15,951-35.0% -$157.88万 减仓
IJH ISHARES TR $286.65万0.45%37,174 6311.7% $4.87万 加仓
OUST OUSTER INC $277.70万0.43%44,417 32,889285.3% $205.62万 加仓
URI UNITED RENTALS INC $276.09万0.43%2,437 -87-3.4% -$9.86万 减仓
BAB INVESCO EXCH TRADED FD TR II $272.21万0.42%101,419 -7,129-6.6% -$19.13万 减仓
PVAL PUTNAM ETF TRUST $268.63万0.42%52,725 -1,182-2.2% -$6.02万 减仓
VO VANGUARD INDEX FDS $265.26万0.41%32,922 -2,730-7.7% -$22.00万 减仓
MAR MARRIOTT INTL INC NEW $264.56万0.41%7,139 -9-0.1% -$3,335 减仓
VMC VULCAN MATLS CO $262.76万0.41%8,907 -251-2.7% -$7.40万 减仓
NVS NOVARTIS AG $261.21万0.41%16,667 -359-2.1% -$5.63万 减仓
NEAR ISHARES U S ETF TR $260.48万0.40%51,418 -12,494-19.5% -$63.29万 减仓
IDXX IDEXX LABS INC $255.96万0.40%4,862 -212-4.2% -$11.16万 减仓
IXN ISHARES TR $251.35万0.39%17,397 -754-4.2% -$10.89万 减仓
PANW PALO ALTO NETWORKS INC $248.60万0.39%7,290 -858-10.5% -$29.26万 减仓
CAT CATERPILLAR INC $243.10万0.38%2,283 30215.2% $32.16万 加仓
SYK STRYKER CORPORATION $238.27万0.37%7,568 -725-8.7% -$22.83万 减仓
NSC NORFOLK SOUTHN CORP $233.80万0.36%7,432 -96-1.3% -$3.02万 减仓
SHY ISHARES TR $226.89万0.35%27,633 1,4185.4% $11.64万 加仓
BIV VANGUARD BD INDEX FDS $222.28万0.35%28,980 -98-0.3% -$7,517 减仓
ALLW SSGA ACTIVE TR $219.13万0.34%74,865 45,323153.4% $132.66万 加仓
QAI NEW YORK LIFE INVESTMENTS ET $212.72万0.33%58,119 -3,941-6.4% -$14.42万 减仓
PNFP PINNACLE FINL PARTNERS INC $210.18万0.33%20,835 1,2326.3% $12.43万 加仓
MUNI PIMCO ETF TR $206.02万0.32%39,168 -2,665-6.4% -$14.02万 减仓
ECL ECOLAB INC $204.95万0.32%7,356 -166-2.2% -$4.62万 减仓
SLV ISHARES SILVER TR $201.58万0.31%37,699 1,2343.4% $6.60万 加仓
GLD SPDR GOLD TR $199.04万0.31%5,403 -271-4.8% -$9.98万 减仓
EPD ENTERPRISE PRODS PARTNERS L $198.75万0.31%54,067 1,4202.7% $5.22万 加仓
FRDM EA SERIES TRUST $194.31万0.30%26,654 -1,150-4.1% -$8.38万 减仓
BAC BANK OF AMER CORP $194.30万0.30%34,100 -16,697-32.9% -$95.14万 减仓
BOND PIMCO ETF TR $192.99万0.30%20,929 6453.2% $5.95万 加仓
WMB WILLIAMS COS INC $192.59万0.30%25,906 5642.2% $4.19万 加仓
FPE FIRST TR EXCH TRADED FD III $184.85万0.29%103,386 -4,549-4.2% -$8.13万 减仓
NOC NORTHROP GRUMMAN CORP $184.75万0.29%3,627 -269-6.9% -$13.70万 减仓
MU MICRON TECHNOLOGY INC $183.13万0.28%1,586 -139-8.1% -$16.05万 减仓
IBM INTERNATIONAL BUSINESS MACHS $182.14万0.28%6,477 -824-11.3% -$23.17万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $181.02万0.28%36,364 -2,929-7.5% -$14.58万 减仓
RF REGIONS FINANCIAL CORP NEW $179.38万0.28%59,399 950.2% $2,869 加仓
T AT&T INC $179.21万0.28%86,573 -3,449-3.8% -$7.14万 减仓
PEP PEPSICO INC $178.23万0.28%13,163 -607-4.4% -$8.22万 减仓
DJP BARCLAYS BANK PLC $177.52万0.28%40,613 -9,244-18.5% -$40.41万 减仓
MUB ISHARES TR $176.93万0.28%16,440 -2,795-14.5% -$30.08万 减仓
FANG DIAMONDBACK ENERGY INC $176.24万0.27%10,026 -123-1.2% -$2.16万 减仓