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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 24
增持 59
减持 63
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$29.3M
678,668
-3%
减持
GOOGL
ALPHABET INC
+$14.3M
214,474
-0%
增持
IXN
ISHARES TR
+$7.9M
529,964
+5%
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
ABBV
ABBVIE INC
+$7.4M
171,125
-1%
减持
GOOG
ALPHABET INC
+$5.2M
80,079
-1%
增持
MGC
VANGUARD WORLD FD
+$5.2M
46,293
+70%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.9M
807,675
+9%
增持
GLD
SPDR GOLD TR
+$3.7M
29,318
+34%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.4M
332,449
-16%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$3.4M
76,637
增持
VOO
VANGUARD INDEX FDS
+$3.3M
21,380
+24%
增持
EUAD
SPINNAKER ETF SERIES
+$3.2M
232,800
+30%
增持
TJX
TJX COS INC NEW
+$3.2M
150,496
+0%
减持
PGR
PROGRESSIVE CORP
-$3.2M
144,811
-1%
减持
RTX
RTX CORPORATION
+$3.2M
153,243
-0%
增持
IVV
ISHARES TR
+$3.0M
8,353
+104%
减持
JNJ
JOHNSON & JOHNSON
+$2.9M
90,795
-1%
增持
OEF
ISHARES TR
+$2.8M
62,591
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$2.8M
125,529
-1%
减持
MSFT
MICROSOFT CORP
+$2.8M
155,202
-1%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$2.8M
226,689
+24%
减持
INTU
INTUIT
-$2.5M
15,639
-7%
减持
PHM
PULTE GROUP INC
+$2.4M
103,589
-3%
建仓
QUAL
ISHARES TR
+$2.1M
11,047
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
52,589
+1%
增持
BOND
PIMCO ETF TR
+$2.0M
65,325
+45%
减持
PYPL
PAYPAL HLDGS INC
-$1.9M
124,240
-10%
增持
INDA
ISHARES TR
+$1.9M
107,219
+60%
减持
COST
COSTCO WHSL CORP NEW
-$1.8M
23,579
-1%
建仓
SHV
ISHARES TR
+$1.8M
16,322
减持
V
VISA INC
-$1.8M
103,741
-1%
增持
KRE
SPDR SERIES TRUST
+$1.8M
186,533
+10%
减持
TXN
TEXAS INSTRS INC
-$1.7M
52,656
-4%
减持
NGVT
INGEVITY CORP
+$1.7M
165,051
-4%
增持
DXCM
DEXCOM INC
-$1.7M
82,751
+0%
建仓
IWL
ISHARES TR
+$1.6M
9,909
增持
GSST
GOLDMAN SACHS ETF TR
+$1.6M
369,729
+9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.6M
48,576
+176%
建仓
MTUM
ISHARES TR
+$1.5M
5,702
建仓
IWY
ISHARES TR
+$1.4M
5,221
增持
ITA
ISHARES TR
+$1.4M
16,469
+54%
增持
HEDJ
WISDOMTREE TR
+$1.4M
268,095
+7%
减持
KO
COCA COLA CO
-$1.4M
200,391
-4%
减持
ADBE
ADOBE INC
-$1.4M
25,827
-5%
减持
TSCO
TRACTOR SUPPLY CO
+$1.4M
358,610
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.3M
79,513
-1%
增持
EFA
ISHARES TR
+$1.3M
54,544
+29%
增持
IYC
ISHARES TR
+$1.2M
19,044
+146%
建仓
IWB
ISHARES TR
+$1.2M
3,328
增持
NVDA
NVIDIA CORPORATION
+$1.2M
37,260
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
23,113
+0%
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$1.1M
9,789
减持
HON
HONEYWELL INTL INC
-$1.1M
40,307
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.1M
19,049
-55%
增持
AVGO
BROADCOM INC
+$1.1M
19,176
+1%
增持
LOW
LOWES COS INC
+$1.1M
24,765
+6%
增持
IUSG
ISHARES TR
+$1.0M
9,610
+166%
减持
WMT
WALMART INC
+$1.0M
232,263
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$989.1K
25,195
+4%
减持
HD
HOME DEPOT INC
+$981.9K
26,123
-0%
增持
AMZN
AMAZON COM INC
+$971.7K
47,318
+10%
增持
SHY
ISHARES TR
+$914.2K
56,940
+24%
建仓
IWR
ISHARES TR
+$907.6K
9,400
减持
AMD
ADVANCED MICRO DEVICES INC
+$864.2K
45,441
-1%
减持
NSC
NORFOLK SOUTHN CORP
+$861.0K
19,605
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$854.5K
123,764
-8%
增持
ITOT
ISHARES TR
+$853.5K
7,500
+324%
减持
CNI
CANADIAN NATL RY CO
-$839.4K
71,056
-2%
建仓
IYY
ISHARES TR
+$829.8K
5,107
建仓
SMH
VANECK ETF TRUST
+$828.0K
2,537
增持
IJH
ISHARES TR
+$809.3K
17,220
+240%
建仓
IWV
ISHARES TR
+$775.7K
2,047
减持
ABT
ABBOTT LABS
-$755.4K
147,381
-2%
增持
—
EXXON MOBIL CORP
+$741.7K
136,904
+0%
减持
—
SMURFIT WESTROCK PLC
-$715.0K
946,185
-0%
增持
GE
GE AEROSPACE
+$664.6K
14,710
+1%
减持
ORCL
ORACLE CORP
+$658.0K
10,570
-0%
建仓
ILCG
ISHARES TR
+$649.0K
6,222
增持
EWJ
ISHARES INC
+$645.4K
25,881
+36%
减持
LLY
ELI LILLY & CO
-$624.5K
16,276
-3%
减持
C
CITIGROUP INC
+$608.9K
42,108
-2%
减持
AOS
SMITH A O CORP
+$605.5K
130,112
-5%
建仓
IYJ
ISHARES TR
+$603.3K
4,136
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$602.3K
194,276
+3%
增持
DVY
ISHARES TR
+$602.0K
10,873
+53%
增持
NKE
NIKE INC
+$601.9K
43,486
+27%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$585.9K
28,318
+38%
增持
BA
BOEING CO
+$571.6K
32,528
+6%
减持
IYF
ISHARES TR
+$563.7K
116,682
-1%
减持
LPX
LOUISIANA PAC CORP
+$550.0K
215,861
-0%
减持
HCA
HCA HEALTHCARE INC
+$539.1K
13,436
-1%
增持
GLW
CORNING INC
+$524.5K
17,696
+0%
增持
MBB
ISHARES TR
+$520.5K
20,200
+35%
减持
LULU
LULULEMON ATHLETICA INC
-$504.7K
8,222
-1%
减持
COP
CONOCOPHILLIPS
+$499.7K
185,971
-2%
减持
ULTA
ULTA BEAUTY INC
-$499.6K
2,460
-38%
减持
FCX
FREEPORT-MCMORAN INC
-$493.8K
96,945
-2%
减持
MS
MORGAN STANLEY
+$478.5K
30,158
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$477.9K
107,001
+0%
清仓
DOW
DOW INC
-$476.6K
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$470.3K
149,125
-4%
增持
NOC
NORTHROP GRUMMAN CORP
+$464.1K
3,833
+2%
减持
AMT
AMERICAN TOWER CORP NEW
-$462.6K
3,644
-31%
建仓
VO
VANGUARD INDEX FDS
+$450.0K
1,532
增持
EWG
ISHARES INC
+$445.5K
55,625
+26%
增持
USMV
ISHARES TR
+$441.6K
6,772
+214%
建仓
IEMG
ISHARES INC
+$430.7K
6,534
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$427.4K
0
-100%
建仓
URA
GLOBAL X FDS
+$425.2K
8,920
建仓
IEFA
ISHARES TR
+$424.4K
4,861
减持
MBND
SSGA ACTIVE TR
-$423.3K
92,850
-15%
减持
PG
PROCTER AND GAMBLE CO
-$423.1K
26,048
-6%
增持
TFC
TRUIST FINL CORP
+$418.3K
104,238
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$416.9K
9,027
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$410.5K
4,393
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$408.4K
2,882
+30%
减持
MRK
MERCK & CO INC
+$407.8K
109,188
-1%
建仓
PTLC
PACER FDS TR
+$399.5K
7,295
减持
INTC
INTEL CORP
+$367.5K
39,736
-8%
减持
STZ
CONSTELLATION BRANDS INC
-$361.8K
10,913
-3%
增持
RF
REGIONS FINANCIAL CORP NEW
+$353.5K
88,508
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$352.5K
126,269
+1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$334.1K
30,824
-1%
减持
CAT
CATERPILLAR INC
+$317.7K
3,725
-1%
增持
IYW
ISHARES TR
+$313.2K
10,273
+5%
增持
D
DOMINION ENERGY INC
+$309.7K
33,411
+9%
减持
PSX
PHILLIPS 66
+$302.6K
18,498
-0%
增持
VUG
VANGUARD INDEX FDS
+$299.5K
5,428
+3%
减持
TSLA
TESLA INC
+$298.0K
2,376
-1%
减持
WY
WEYERHAEUSER CO MTN BE
-$297.3K
22,725
-32%
建仓
SNPS
SYNOPSYS INC
+$290.1K
588
增持
MBLY
MOBILEYE GLOBAL INC
-$286.0K
74,570
+0%
减持
BAC
BANK AMERICA CORP
+$269.4K
81,476
-2%
减持
HELO
J P MORGAN EXCHANGE TRADED F
+$267.4K
252,238
-2%
建仓
ETHA
ISHARES ETHEREUM TR
+$264.5K
8,395
增持
IVW
ISHARES TR
+$262.6K
4,234
+88%
增持
NVO
NOVO-NORDISK A S
-$260.2K
32,832
+9%
清仓
RMD
RESMED INC
-$258.0K
0
-100%
减持
XYL
XYLEM INC
+$254.4K
15,805
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$254.0K
36,202
+0%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$253.7K
3,627
减持
DUK
DUKE ENERGY CORP NEW
+$252.6K
62,014
-1%
减持
RSG
REPUBLIC SVCS INC
-$251.2K
12,404
-1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$247.3K
0
-100%
减持
IWM
ISHARES TR
+$246.4K
15,653
-5%
增持
IJR
ISHARES TR
+$245.1K
4,759
+62%
减持
CSCO
CISCO SYS INC
-$243.2K
122,624
-1%
建仓
ACWV
ISHARES INC
+$242.0K
2,018
建仓
EFG
ISHARES TR
+$237.6K
2,086
增持
DXJ
WISDOMTREE TR
+$234.4K
9,355
+11%