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PATTEN & PATTEN INC/TN 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PATTEN & PATTEN INC/TN
报告期 2026-03-31 · CIK 0001044905
持仓数
338
前50大市值合计
$1.15B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 13
增持 31
减持 100
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc Com
-$20.7M
802,822
-2%
建仓
JEPI
JPMorgan Equity Premium Income
+$19.4M
362,423
清仓
—
JPMorgan Equity Premium Income
-$18.6M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DAL
Delta Airlines
-$7.6M
107,610
-56%
减持
EW
Edwards Lifesciences Corp.
-$4.6M
175,843
-1%
减持
—
WestRock Company
+$4.6M
713,582
-1%
增持
LPX
Louisiana Pacific
-$4.5M
239,373
+1%
建仓
—
Mobileye Global Inc.
+$4.3M
102,900
减持
MSFT
Microsoft, Inc.
-$4.0M
162,140
-0%
减持
COP
ConocoPhillips
+$3.5M
230,470
-1%
增持
RTX
Raytheon Technologies Corp.
-$3.4M
146,770
+3%
减持
—
NextEra Energy, Inc.
-$3.4M
183,691
-2%
增持
UNH
UnitedHealth Group
+$3.1M
40,475
+13%
增持
—
AbbVie Inc.
+$2.9M
195,118
+0%
减持
ABT
Abbott Laboratories
-$2.5M
184,731
-1%
减持
GOOGL
Alphabet Inc Cl A
+$2.3M
228,417
-1%
减持
IXN
Ishares S&P Global Tech Sector
-$2.2M
490,368
-0%
减持
PHM
Pultegroup Inc.
-$2.0M
118,486
-15%
减持
GM
General Motors
-$1.8M
66,361
-36%
减持
—
Merck & Co., Inc.
-$1.8M
135,763
-1%
减持
DXCM
DexCom Inc.
-$1.8M
45,297
-3%
减持
TSCO
Tractor Supply Company
-$1.6M
81,180
-1%
减持
AOS
A.O. Smith Corp.
-$1.5M
221,418
-0%
减持
TXN
Texas Instruments
-$1.5M
61,607
-2%
减持
—
Planet Fitness Inc. - Cl A
-$1.5M
67,541
-5%
增持
LLY
Eli Lilly
+$1.4M
17,488
+3%
减持
CNI
Canadian National Railway Co.
-$1.3M
88,352
-1%
减持
—
American Tower Corporation
-$1.2M
11,503
-28%
减持
NKE
Nike Inc. Class B
-$1.2M
77,638
-1%
减持
JNJ
Johnson and Johnson
-$1.1M
101,131
-1%
减持
STZ
Constellation Brands, Inc.
-$1.1M
42,488
-11%
减持
—
Visa, Inc. - Cl. A
-$1.1M
114,017
-1%
减持
BMY
Bristol Myers Squibb Co
-$1.1M
103,027
-7%
减持
PGR
Progressive Corp.
+$1.1M
164,305
-0%
减持
HON
Honeywell International, Inc.
-$1.0M
38,215
-2%
减持
PEP
Pepsico
-$976.4K
55,875
-1%
减持
TFC
Truist Financial Corp.
-$968.8K
180,633
-11%
减持
AMD
Advanced Micro Devices
-$962.2K
70,095
-2%
增持
—
KBW Regional Banking Index
+$956.6K
38,555
+141%
减持
WY
Weyerhaeuser Co.
-$918.4K
210,764
-4%
增持
—
Exxon Mobil Corporation
+$917.4K
82,722
+1%
减持
C
Citigroup, Inc.
-$891.1K
90,149
-10%
建仓
—
VanEck Semiconductor ETF
+$847.6K
5,846
减持
GOOG
Alphabet Inc Cl C
+$845.9K
90,310
-1%
减持
ORLY
O'Reilly Automotive, Inc.
-$798.1K
7,045
-7%
减持
DUK
Duke Energy Corp.
-$756.4K
77,879
-8%
增持
—
HCA Healthcare Co.
-$727.7K
13,247
+1%
减持
VZ
Verizon Communications Inc.
-$723.7K
73,353
-12%
减持
INTU
Intuit, Inc.
+$694.2K
21,890
-4%
减持
AWK
American Water Works, Inc.
-$681.5K
30,550
-2%
减持
EXAS
Exact Sciences Corp
-$668.7K
17,904
-11%
减持
DIS
Walt Disney
-$649.4K
27,376
-15%
减持
NSC
Norfolk Southern Corp.
-$635.9K
20,580
-0%
增持
QCOM
Qualcomm, Inc.
-$633.8K
86,544
+1%
增持
NGVT
Ingevity Corporation
-$632.6K
148,971
+12%
减持
GNRC
Generac Holdings, Inc.
-$618.9K
15,334
-0%
增持
PYPL
PayPal Holdings, Inc.
-$605.4K
130,941
+6%
建仓
SEIC
SEI Investments Company
+$572.2K
9,500
减持
KO
Coca Cola Company
-$570.7K
134,114
-0%
减持
BAC
Bank of America Corp.
-$567.8K
120,283
-11%
减持
LOW
Lowe's Companies
-$554.3K
25,578
-2%
减持
—
AT&T, Inc.
-$522.4K
14,219
-69%
减持
—
1/100 Berkshire Hathaway Class
-$504.1K
100
-50%
减持
FCX
Freeport-McMoran Copper
-$494.8K
133,047
-2%
增持
—
Xylem, Inc.
-$459.5K
21,725
+0%
减持
—
Crown Castle International Cor
-$457.7K
4,331
-42%
减持
SPY
S & P 500 Depositary Receipt (
-$450.0K
25,635
-0%
减持
FDX
FEDEX Corporation
-$437.4K
10,203
-19%
减持
PSX
Phillips 66
+$428.3K
20,142
-4%
减持
COST
Costco Wholesale Corp.
+$424.8K
30,359
-2%
增持
SCHW
Charles Schwab Corp. New
+$421.4K
17,375
+85%
减持
ECL
Ecolab
-$420.0K
20,523
-2%
减持
—
Hologic, Inc.
-$401.2K
23,233
-7%
减持
PFE
Pfizer
-$391.7K
94,064
-2%
减持
KR
Kroger
-$387.1K
33,018
-17%
增持
—
Pioneer Natural Resources
+$348.5K
10,301
+6%
建仓
SCHA
Schwab U.S. Small-Cap ETF
+$337.8K
8,155
减持
HD
Home Depot
-$328.7K
27,649
-1%
减持
TJX
TJX Companies
+$318.2K
159,646
-2%
增持
WMT
Wal-Mart Stores
+$299.7K
67,861
+1%
建仓
—
Sanofi-Aventis - ADR
+$295.0K
5,500
建仓
FNDX
Schwab Fundamental Large Cap
+$293.3K
5,241
减持
—
Prologis, Inc.
-$289.6K
26,797
-0%
清仓
—
SPDR S&P Metals & Mining ETF
-$286.9K
0
-100%
减持
AMAT
Applied Materials, Inc.
-$286.1K
11,376
-12%
减持
—
Walgreens Boots Alliance, Inc.
-$280.9K
44,214
-0%
清仓
—
Chubb LTD.
-$279.0K
0
-100%
减持
MMM
3M CO COM
-$278.8K
25,354
-4%
减持
—
Moderna, Inc.
-$266.6K
8,588
-10%
减持
—
Dolby Laboratories, Inc.
-$265.0K
37,515
-3%
减持
DOCU
DocuSign Inc.
-$261.1K
18,046
-10%
减持
NVDA
Nvidia Corp
-$254.1K
7,749
-10%
减持
BA
Boeing Corp.
-$246.5K
11,841
-1%
建仓
HPE
Hewlett Packard Enterprise Com
+$237.5K
13,673
清仓
—
Vanguard Utilities ETF
-$236.2K
0
-100%
建仓
VLO
Valero Energy Corp.
+$234.3K
1,653
建仓
BX
The Blackstone Group Inc.
+$234.0K
2,184
建仓
—
Dell Technologies, Inc.
+$221.2K
3,210
清仓
YUM
Yum! Brands, Inc.
-$220.6K
0
-100%
建仓
VTEB
Vanguard Tax-Exempt Bond Index
+$218.7K
4,546
减持
—
Industrial Select Spdr
-$209.9K
18,447
-5%
减持
CL
Colgate-Palmolive Co.
-$207.5K
8,321
-20%
清仓
EXC
Exelon Corporation
-$205.2K
0
-100%
减持
AVGO
Broadcom Inc.
-$199.5K
2,588
-4%
减持
DLR
Digital Realty Trust, Inc.
+$191.7K
33,219
-1%
减持
—
Vanguard Information Technolog
-$191.0K
1,330
-21%
减持
—
Health Care Select Sector
-$189.6K
38,125
-1%
增持
TGT
Target Corporation
-$189.0K
9,478
+1%
减持
PK
Park Hotels & Resorts Inc.
-$188.2K
47,285
-21%
减持
LUV
Southwest Airlines Co.
-$185.2K
12,739
-13%
减持
XLU
Utilities Select Sector SPDR F
-$182.8K
24,643
-1%
减持
NFLX
Netflix Inc.
-$181.9K
2,774
-1%
减持
—
GXO Logistics, Inc
-$178.3K
5,100
-33%
增持
VOO
Vanguard S&P 500 ETF
-$177.9K
12,600
+0%
建仓
WBD
Warner Bros. Discovery Inc.
+$176.9K
16,287
减持
RSG
Republic Svcs Inc Com
-$176.3K
12,224
-2%
增持
IBM
International Business Machine
+$173.3K
5,977
+20%
增持
ULTA
Ulta Salon Cosemetics & Fragra
-$171.4K
4,592
+8%
增持
—
Energy Select Sector SPDR
+$167.0K
14,438
+3%
增持
AXP
American Express
-$167.0K
6,893
+0%
减持
—
SPDR Gold Trust
-$166.9K
5,045
-13%
减持
ASH
Ashland Global Holdings, Inc.
-$161.4K
21,725
-2%
减持
ADBE
Adobe Inc.
+$157.9K
30,771
-3%
增持
DG
Dollar General
-$156.7K
3,223
+10%
减持
—
Graftech International Ltd.
-$151.9K
113,035
-3%
减持
LULU
Lululemon Athletica Inc
-$146.6K
15,312
-4%
减持
D
Dominion Res Inc VA New
-$143.7K
10,971
-10%
减持
HLT
Hilton Worldwide Holdings Inc.
+$139.9K
42,691
-1%
减持
JPM
JP Morgan Chase & Co Com
-$137.6K
142,398
-0%
增持
IDV
IShares Dow Jones Intl Select
+$135.2K
21,660
+37%
减持
CVS
CVS/Caremark Corp.
-$129.0K
8,968
-18%
减持
ADP
Automatic Data Processing
+$124.8K
6,269
-0%
减持
LMT
Lockheed Martin Corporation
-$124.2K
2,272
-1%
增持
MS
Morgan Stanley Com New
-$120.9K
37,515
+1%
增持
GIS
General Mills
-$120.8K
11,299
+3%
减持
MHK
Mohawk Industries
-$118.6K
5,764
-3%
减持
XBI
SPDR S&P Biotech ETF (xbi)
-$114.9K
7,205
-6%
增持
—
Eaton Corp. PLC
+$111.6K
8,602
+0%
减持
SPHD
Invesco S&P 500 High Dividend
-$111.5K
29,615
-4%
减持
IUSG
iShares Core S&P U.S Growth ET
-$110.7K
4,664
-18%
减持
GLW
Corning Inc Com
-$109.7K
22,463
-1%
增持
SCHD
Schwab US Dividend Equity ETF
+$108.4K
10,986
+19%
减持
EEM
IShares MSCI Emergin Mkt
-$105.3K
53,095
-1%
增持
PG
Procter and Gamble
+$105.2K
28,343
+7%
减持
—
ALPS Trust Alerian MLP ETF
-$98.3K
34,972
-13%
增持
ORCL
Oracle Systems Corp
-$97.8K
7,857
+1%
减持
CAT
Caterpillar
+$95.4K
4,578
-2%
减持
CARR
Carrier Global Corp
+$92.4K
18,724
-1%
增持
NVS
Novartis A G Sponsored ADR
+$92.1K
37,460
+2%
增持
—
CoStar Group, Inc.
+$90.5K
6,008
+44%
