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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 150 项建仓 48增持 49减持 17清仓 36

方向

标的

Δ市值

现股数(环比)

建仓

ABBV ABBVIE INC

+$35.0M

192,085

建仓

V VISA INC

+$31.1M

111,263

清仓

— AbbVie Inc.

-$30.1M

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。

清仓

— Visa, Inc. - Cl. A

-$28.5M

0 -100%

建仓

GSST GOLDMAN SACHS ETF TR

+$16.9M

336,024

增持

AAPL APPLE INC

-$13.7M

778,647 +2%

建仓

NEE NEXTERA ENERGY INC

+$12.3M

192,134

建仓

VCSH VANGUARD SCOTTSDALE FDS

+$11.5M

148,789

增持

LECO LINCOLN ELEC HLDGS INC

+$11.4M

86,772 +76%

清仓

— NextEra Energy, Inc.

-$11.4M

0 -100%

增持

MSFT MICROSOFT CORP

+$10.7M

162,057 +6%

增持

— WESTROCK CO

+$9.9M

791,411 +12%

建仓

HELO J P MORGAN EXCHANGE TRADED F

+$9.4M

167,457

增持

PGR PROGRESSIVE CORP

+$7.8M

157,184 +1%

增持

OEF ISHARES TR

+$6.5M

38,434 +187%

建仓

XLV SELECT SECTOR SPDR TR

+$6.1M

41,462

清仓

— Health Care Select Sector

-$5.1M

0 -100%

建仓

XLK SELECT SECTOR SPDR TR

+$5.0M

24,175

建仓

HCA HCA HEALTHCARE INC

+$4.6M

13,771

增持

JPM JPMORGAN CHASE & CO

+$4.5M

139,178 +1%

清仓

— JPMorgan Hedged Equity ETF

-$4.4M

0 -100%

清仓

— Mobileye Global Inc.

-$4.4M

0 -100%

增持

IXN ISHARES TR

+$4.3M

460,808 +4%

增持

TSCO TRACTOR SUPPLY CO

+$4.0M

78,695 +2%

清仓

— HCA Healthcare Co.

-$3.9M

0 -100%

建仓

MBND SSGA ACTIVE TR

+$3.9M

141,430

清仓

— Planet Fitness Inc. - Cl A

-$3.9M

0 -100%

增持

LLY ELI LILLY & CO

+$3.9M

16,686 +7%

增持

KO COCA COLA CO

+$3.6M

225,500 +30%

清仓

— Prologis, Inc.

-$3.4M

0 -100%

增持

COP CONOCOPHILLIPS

+$3.4M

227,737 +3%

建仓

PLD PROLOGIS INC.

+$3.4M

25,937

清仓

— Technology Select Sect Spdr (x

-$3.2M

0 -100%

建仓

MBLY MOBILEYE GLOBAL INC

+$3.2M

98,705

清仓

— Zoetis, Inc.

-$3.2M

0 -100%

增持

— EXXON MOBIL CORP

+$3.2M

105,548 +16%

增持

LPX LOUISIANA PAC CORP

+$2.9M

223,048 +0%

建仓

KRE SPDR SER TR

+$2.9M

57,971

清仓

— Dolby Laboratories, Inc.

-$2.9M

0 -100%

减持

MRK MERCK & CO INC

+$2.8M

127,982 -1%

建仓

ZTS ZOETIS INC

+$2.8M

16,443

减持

ADBE ADOBE INC

-$2.8M

27,936 -1%

建仓

— PINNACLE FINL PARTNERS INC

+$2.7M

32,018

建仓

XLI SELECT SECTOR SPDR TR

+$2.7M

21,680

建仓

DLB DOLBY LABORATORIES INC

+$2.7M

32,285

建仓

SHY ISHARES TR

+$2.7M

32,656

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$2.6M

401,463 +7%

增持

GOOGL ALPHABET INC

+$2.6M

217,391 +0%

减持

EW EDWARDS LIFESCIENCES CORP

+$2.6M

156,462 -4%

清仓

— KBW Regional Banking Index

-$2.5M

0 -100%

建仓

LDUR PIMCO ETF TR

+$2.5M

26,270

建仓

SMH VANECK ETF TRUST

+$2.5M

11,060

清仓

— Pinnacle Financial Partners, I

-$2.4M

0 -100%

增持

WMT WALMART INC

+$2.4M

235,625 +216%

增持

PYPL PAYPAL HLDGS INC

+$2.3M

150,867 +19%

建仓

SUB ISHARES TR

+$2.3M

21,833

建仓

XYL XYLEM INC

+$2.3M

17,650

清仓

— Industrial Select Spdr

-$2.2M

0 -100%

增持

RTX RTX CORPORATION

+$2.2M

159,671 +0%

增持

PHM PULTE GROUP INC

+$2.2M

115,095 +1%

清仓

— American Tower Corporation

-$2.1M

0 -100%

清仓

— Xylem, Inc.

-$2.1M

0 -100%

建仓

PLNT PLANET FITNESS INC

+$2.0M

32,541

增持

TJX TJX COS INC NEW

+$2.0M

156,079 +6%

建仓

XLE SELECT SECTOR SPDR TR

+$2.0M

21,208

建仓

XLC SELECT SECTOR SPDR TR

+$2.0M

24,125

建仓

RF REGIONS FINANCIAL CORP NEW

+$1.9M

88,864

建仓

AMT AMERICAN TOWER CORP NEW

+$1.8M

9,165

增持

AOS SMITH A O CORP

+$1.8M

210,922 +2%

减持

AMD ADVANCED MICRO DEVICES INC

+$1.7M

58,990 -2%

增持

NGVT INGEVITY CORP

+$1.7M

193,429 +22%

清仓

— Communication Services Select

-$1.7M

0 -100%

增持

HD HOME DEPOT INC

+$1.6M

28,219 +6%

建仓

AMLP ALPS ETF TR

+$1.6M

34,150

增持

IYF ISHARES TR

+$1.6M

127,930 +3%

清仓

— Energy Select Sector SPDR

-$1.6M

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.5M

7,550 +65%

清仓

— Regions Financial Corp.

-$1.5M

0 -100%

增持

GOOG ALPHABET INC

+$1.5M

91,021 +3%

清仓

— ALPS Trust Alerian MLP ETF

-$1.5M

0 -100%

清仓

— VanEck Semiconductor ETF

-$1.5M

0 -100%

减持

NVDA NVIDIA CORPORATION

+$1.4M

3,897 -7%

减持

COST COSTCO WHSL CORP NEW

+$1.4M

27,276 -3%

减持

QCOM QUALCOMM INC

+$1.4M

77,182 -4%

减持

LULU LULULEMON ATHLETICA INC

-$1.4M

10,417 -2%

建仓

XLF SELECT SECTOR SPDR TR

+$1.3M

31,435

建仓

PFF ISHARES TR

+$1.3M

41,002

建仓

MUB ISHARES TR

+$1.2M

11,240

清仓

— Tesla Motors, Inc.

-$1.1M

0 -100%

增持

PEP PEPSICO INC

+$1.0M

60,720 +8%

建仓

GPIQ GOLDMAN SACHS ETF TR

+$1.0M

22,297

建仓

MRNA MODERNA INC

+$1.0M

9,494

清仓

— Financial Select Sector SPDR (

-$1.0M

0 -100%

增持

UNH UNITEDHEALTH GROUP INC

-$1.0M

39,750 +1%

增持

DXCM DEXCOM INC

+$984.1K

48,359 +5%

清仓

— iShares High Dividend Equity F

-$973.7K

0 -100%

增持

HON HONEYWELL INTL INC

+$970.2K

44,315 +14%

减持

ORLY OREILLY AUTOMOTIVE INC

+$967.4K

6,096 -2%

减持

HLT HILTON WORLDWIDE HLDGS INC

+$953.9K

38,266 -3%

增持

DIS DISNEY WALT CO

+$953.9K

26,025 +5%

增持

VMC VULCAN MATLS CO

+$886.6K

10,501 +20%

建仓

GLD SPDR GOLD TR

+$883.8K

4,296

清仓

— Moderna, Inc.

-$877.4K

0 -100%

建仓

CSGP COSTAR GROUP INC

+$874.8K

9,056

增持

NKE NIKE INC

-$870.8K

70,671 +2%

减持

AMZN AMAZON COM INC

+$856.0K

30,834 -0%

建仓

VRP INVESCO EXCH TRADED FD TR II

+$829.8K

34,911

清仓

— SPDR Gold Trust

-$821.3K

0 -100%

清仓

NSRGY Nestle SA Spons ADR for REG

-$815.3K

0 -100%

建仓

BILZ PIMCO ETF TR

+$805.8K

7,966

建仓

TSLA TESLA INC

+$802.5K

4,565

建仓

VDE VANGUARD WORLD FD

+$783.4K

5,948

增持

ABT ABBOTT LABS

+$769.9K

168,671 +1%

增持

NSC NORFOLK SOUTHN CORP

+$756.3K

21,088 +8%

增持

RSG REPUBLIC SVCS INC

+$726.3K

14,324 +17%

建仓

HDV ISHARES TR

+$716.9K

6,505

增持

GE GENERAL ELECTRIC CO

+$715.1K

13,314 +5%

增持

PSX PHILLIPS 66

+$710.2K

20,617 +3%

建仓

IEF ISHARES TR

+$707.1K

7,470

建仓

AGG ISHARES TR

+$702.8K

7,176

增持

ECL ECOLAB INC

+$699.0K

17,386 +4%

增持

CVX CHEVRON CORP NEW

+$690.4K

61,201 +2%

建仓

VGT VANGUARD WORLD FD

+$689.5K

1,315

清仓

— CoStar Group, Inc.

-$675.2K

0 -100%

清仓

— Vanguard Energy ETF

-$674.1K

0 -100%

增持

PG PROCTER AND GAMBLE CO

+$649.6K

30,525 +4%

清仓

— Vanguard Information Technolog

-$643.7K

0 -100%

减持

LOW LOWES COS INC

+$621.5K

24,456 -3%

增持

AMAT APPLIED MATLS INC

+$620.6K

11,833 +5%

建仓

DELL DELL TECHNOLOGIES INC

+$614.7K

5,387

增持

— EATON CORP PLC

+$602.6K

8,302 +0%

建仓

DFAU DIMENSIONAL ETF TRUST

+$586.2K

16,043

增持

CNI CANADIAN NATL RY CO

+$564.8K

86,938 +0%

建仓

TPL TEXAS PACIFIC LAND CORPORATI

+$554.8K

959

增持

— LINDE PLC

+$545.7K

5,306 +14%

清仓

— 1/100 Berkshire Hathaway Class

-$542.6K

0 -100%

减持

STZ CONSTELLATION BRANDS INC

+$536.7K

36,388 -6%

清仓

RHHBY Roche Hldg LTD Sponsored ADR

-$521.7K

0 -100%

清仓

— Texas Pacific Land Trust

-$503.1K

0 -100%

增持

BA BOEING CO

-$501.1K

12,998 +13%

清仓

— Straumann Holding AG

-$487.9K

0 -100%

减持

INTU INTUIT

+$482.9K

19,640 -0%

建仓

JPST J P MORGAN EXCHANGE TRADED F

+$469.2K

9,301

增持

BMY BRISTOL-MYERS SQUIBB CO

+$467.9K

88,777 +5%

建仓

VHT VANGUARD WORLD FD

+$465.5K

1,721

减持

PFE PFIZER INC

-$460.6K

70,918 -16%

减持

MCD MCDONALDS CORP

-$454.5K

9,098 -11%

减持

EEM ISHARES TR

-$449.7K

33,095 -26%

清仓

— Vanguard Health Care ETF

-$431.3K

0 -100%

增持

TGT TARGET CORP

+$426.8K

9,837 +6%