13FBOX
MITCHELL & PAHL PRIVATE WEALTH, LLC · 13F 持仓分析
期权收益计算器 机构排行

MITCHELL & PAHL PRIVATE WEALTH, LLC

No.6097 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.72亿
环比变动 Q1 2026
+$2,591.1万+10.5%
持仓股票数
149
新买入
5
加仓
96
减仓
28
清仓
1
持股不变
20
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
2.98%2.9%$810.9万2.8万股$714.6万2.8万股-131股-0.47%减仓
希捷STX
2.76%1.26%$751.0万7,782股$309.7万7,905股-123股-1.56%减仓
博通AVGO
2.37%2.22%$646.5万1.7万股$547.8万1.8万股-586股-3.31%减仓
微软MSFT
2.02%2.2%$550.9万1.5万股$541.8万1.5万股+132股+0.90%加仓
思科CSCO
1.81%1.31%$492.0万4.2万股$322.8万4.2万股+287股+0.69%加仓
强生JNJ
1.75%1.82%$475.0万1.9万股$449.5万1.8万股+316股+1.72%加仓
TTERADYNETER
1.68%1.14%$456.7万9,440股$281.3万9,490股-50股-0.53%减仓
德州仪器TXN
1.66%1.19%$452.4万1.5万股$292.0万1.5万股+137股+0.91%加仓
高盛GS
1.65%1.52%$450.5万4,454股$373.8万4,418股+36股+0.81%加仓
埃克森美孚XOM
1.6%2.18%$436.9万3.2万股$538.1万3.2万股+240股+0.76%加仓
林德LIN
1.53%1.6%$417.4万8,043股$394.3万7,954股+89股+1.12%加仓
联合健康UNH
1.47%1.04%$401.1万9,651股$256.4万9,476股+175股+1.85%加仓
VALERO ENERGY COMVLO
1.47%1.52%$400.3万1.5万股$375.4万1.5万股+174股+1.15%加仓
艾伯维ABBV
1.44%1.35%$392.5万1.6万股$332.5万1.5万股+309股+2.02%加仓
诺华NVS
1.34%1.42%$364.8万2.3万股$350.3万2.3万股+347股+1.51%加仓
艺康ECL
1.34%1.37%$363.7万1.3万股$338.3万1.3万股+338股+2.66%加仓
Phillips 66PSX
1.3%1.53%$355.2万2.1万股$376.9万2.1万股+323股+1.56%加仓
通用动力GD
1.29%1.36%$351.6万9,925股$334.1万9,736股+189股+1.94%加仓
WASTE MGMT DELWM
1.28%1.43%$349.7万1.6万股$353.1万1.5万股+324股+2.11%加仓
N新纪元能源NEE
1.28%1.48%$349.6万4.0万股$364.3万3.9万股+607股+1.55%加仓
3M COMMMM
1.28%1.24%$348.2万2.2万股$305.5万2.1万股+473股+2.25%加仓
台积电TSM
1.25%0.99%$340.4万7,128股$242.7万7,180股-52股-0.72%减仓
家得宝HD
1.23%1.23%$335.0万9,498股$304.0万9,242股+256股+2.77%加仓
宝洁PG
1.21%1.28%$328.7万2.2万股$314.6万2.2万股+630股+2.89%加仓
WWEC ENERGY COMIDU
1.19%1.27%$323.6万2.8万股$313.4万2.7万股+646股+2.39%加仓
AFLAC COMAFL
1.19%1.21%$323.5万2.8万股$297.0万2.7万股+517股+1.91%加仓
美国合众银行USB
1.17%1.08%$317.7万5.3万股$266.4万5.1万股+1,371股+2.68%加仓
SEMPRA COMSRE
1.1%1.25%$299.8万3.2万股$307.0万3.2万股+742股+2.35%加仓
空气化工APD
1.1%1.18%$299.4万1.0万股$290.2万9,990股+222股+2.22%加仓
艾默生电气EMR
1.1%1.09%$299.0万2.1万股$267.7万2.0万股+453股+2.22%加仓
BBANK OF AMERBAC
1.08%1.03%$294.5万5.2万股$252.5万5.2万股-121股-0.23%减仓
宣伟SHW
1.06%1.06%$287.8万8,359股$260.0万8,111股+248股+3.06%加仓
好市多COST
1.05%1.21%$285.3万3,050股$298.1万2,991股+59股+1.97%加仓
雷神技术RTX
1.04%1.17%$284.5万1.5万股$288.0万1.5万股+64股+0.43%加仓
贝莱德·INC COMBLK
1%1.08%$272.5万2,834股$265.9万2,765股+69股+2.50%加仓
MONDELEZ INTL CL AMDLZ
1%1.08%$271.7万4.7万股$265.0万4.6万股+995股+2.16%加仓
CHUBB LIMITEDCB
0.99%1.02%$270.3万7,933股$251.5万7,717股+216股+2.80%加仓
阿斯麦ASML
0.97%0.71%$263.2万1,323股$174.1万1,318股+5股+0.38%加仓
麦当劳MCD
0.96%1.17%$261.2万9,662股$289.0万9,300股+362股+3.89%加仓
AMGEN COMAMGN
0.95%0.99%$259.8万7,175股$242.6万6,895股+280股+4.06%加仓
雪佛龙CVX
0.94%1.25%$257.0万1.6万股$306.7万1.5万股+680股+4.59%加仓
瑞银UBS
0.93%0.81%$253.2万5.1万股$200.0万5.1万股-119股-0.23%减仓
威瑞森VZ
0.93%1.19%$252.3万6.0万股$292.2万5.8万股+1,368股+2.35%加仓
ILLINOIS TOOLITW
0.92%0.95%$251.2万9,286股$232.9万8,949股+337股+3.77%加仓
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
0.91%0.78%$248.2万2.9万股$191.7万2.9万股-63股-0.22%减仓
COMCAST NEW CL ACMCSA
0.91%1.12%$247.3万10.1万股$276.6万9.6万股+4,395股+4.56%加仓
联合包裹UPSUPS
0.9%0.88%$245.5万2.3万股$217.7万2.2万股+709股+3.20%加仓
TARGET COMTGT
0.88%0.88%$239.4万1.8万股$215.5万1.8万股+541股+3.04%加仓
迪士尼DIS
0.86%0.93%$235.0万2.4万股$228.1万2.4万股+756股+3.19%加仓
星巴克SBUX
0.86%0.81%$233.4万2.3万股$198.4万2.2万股+703股+3.18%加仓

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