MITCHELL & PAHL PRIVATE WEALTH, LLC
OKLAHOMA CITY OK · SEC CIK 0001836506
$2.72亿2026Q2 申报市值
149持仓数
20.3%前十大占比 · 第一大 3.0%
5 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNDK 新建仓+$57.30万
KLAC 新建仓+$37.71万
EPD 新建仓+$26.55万
JBHT 新建仓+$25.30万
LLY 新建仓+$21.59万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$22.14万
STX 减仓-$11.87万
ELDN 清仓-$9.24万
AAPL 减仓-$3.79万
WMB 减仓-$2.94万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $810.92万 | 2.98% | 28,025 | -131 | -0.5% | -$3.79万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $750.96万 | 2.76% | 7,782 | -123 | -1.6% | -$11.87万 | 减仓 |
| AVGO | BROADCOM INC | $646.48万 | 2.37% | 17,114 | -586 | -3.3% | -$22.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $550.93万 | 2.02% | 14,770 | 132 | 0.9% | $4.92万 | 加仓 |
| CSCO | CISCO SYS INC | $492.02万 | 1.81% | 41,889 | 287 | 0.7% | $3.37万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $475.04万 | 1.75% | 18,704 | 316 | 1.7% | $8.03万 | 加仓 |
| TER | TERADYNE INC | $456.75万 | 1.68% | 9,440 | -50 | -0.5% | -$2.42万 | 减仓 |
| TXN | TEXAS INSTRS INC | $452.35万 | 1.66% | 15,176 | 137 | 0.9% | $4.08万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $450.48万 | 1.65% | 4,454 | 36 | 0.8% | $3.64万 | 加仓 |
| — | EXXON MOBIL CORP | $436.89万 | 1.60% | 31,956 | 240 | 0.8% | $3.28万 | 加仓 |
| LIN | LINDE PLC | $417.39万 | 1.53% | 8,043 | 89 | 1.1% | $4.62万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $401.13万 | 1.47% | 9,651 | 175 | 1.8% | $7.27万 | 加仓 |
| VLO | VALERO ENERGY CORP | $400.27万 | 1.47% | 15,370 | 174 | 1.1% | $4.53万 | 加仓 |
| ABBV | ABBVIE INC | $392.52万 | 1.44% | 15,598 | 309 | 2.0% | $7.78万 | 加仓 |
| NVS | NOVARTIS AG | $364.82万 | 1.34% | 23,278 | 347 | 1.5% | $5.44万 | 加仓 |
| ECL | ECOLAB INC | $363.70万 | 1.34% | 13,054 | 338 | 2.7% | $9.42万 | 加仓 |
| PSX | PHILLIPS 66 | $355.17万 | 1.30% | 21,010 | 323 | 1.6% | $5.46万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $351.56万 | 1.29% | 9,925 | 189 | 1.9% | $6.69万 | 加仓 |
| WM | WASTE MGMT INC DEL | $349.75万 | 1.28% | 15,692 | 324 | 2.1% | $7.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $349.58万 | 1.28% | 39,829 | 607 | 1.5% | $5.33万 | 加仓 |
| MMM | 3M CO | $348.19万 | 1.28% | 21,505 | 473 | 2.2% | $7.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $340.43万 | 1.25% | 7,128 | -52 | -0.7% | -$2.48万 | 减仓 |
| HD | HOME DEPOT INC | $334.98万 | 1.23% | 9,498 | 256 | 2.8% | $9.03万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $328.67万 | 1.21% | 22,413 | 630 | 2.9% | $9.24万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $323.63万 | 1.19% | 27,716 | 646 | 2.4% | $7.54万 | 加仓 |
| AFL | AFLAC INC | $323.48万 | 1.19% | 27,589 | 517 | 1.9% | $6.06万 | 加仓 |
| USB | US BANCORP | $317.66万 | 1.17% | 52,593 | 1,371 | 2.7% | $8.28万 | 加仓 |
| SRE | SEMPRA | $299.79万 | 1.10% | 32,337 | 742 | 2.3% | $6.88万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $299.42万 | 1.10% | 10,212 | 222 | 2.2% | $6.51万 | 加仓 |
| EMR | EMERSON ELEC CO | $299.01万 | 1.10% | 20,888 | 453 | 2.2% | $6.48万 | 加仓 |
| BAC | BANK OF AMER CORP | $294.47万 | 1.08% | 51,679 | -121 | -0.2% | -$6,895 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $287.82万 | 1.06% | 8,359 | 248 | 3.1% | $8.54万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $285.35万 | 1.05% | 3,050 | 59 | 2.0% | $5.52万 | 加仓 |
| RTX | RTX CORPORATION | $284.45万 | 1.04% | 14,993 | 64 | 0.4% | $1.21万 | 加仓 |
| BLK | BLACKROCK INC | $272.51万 | 1.00% | 2,834 | 69 | 2.5% | $6.63万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $271.66万 | 1.00% | 46,968 | 995 | 2.2% | $5.76万 | 加仓 |
| CB | CHUBB LIMITED | $270.33万 | 0.99% | 7,933 | 216 | 2.8% | $7.36万 | 加仓 |
| ASML | ASML HLDG NV | $263.20万 | 0.97% | 1,323 | 5 | 0.4% | $9,947 | 加仓 |
| MCD | MCDONALDS CORP | $261.19万 | 0.96% | 9,662 | 362 | 3.9% | $9.79万 | 加仓 |
| AMGN | AMGEN INC | $259.82万 | 0.95% | 7,175 | 280 | 4.1% | $10.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $257.01万 | 0.94% | 15,506 | 680 | 4.6% | $11.27万 | 加仓 |
| UBS | UBS GROUP AG | $253.16万 | 0.93% | 51,081 | -119 | -0.2% | -$5,898 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $252.28万 | 0.93% | 59,584 | 1,368 | 2.3% | $5.79万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $251.17万 | 0.92% | 9,286 | 337 | 3.8% | $9.12万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $248.21万 | 0.91% | 28,516 | -63 | -0.2% | -$5,484 | 减仓 |
| CMCSA | COMCAST CORP NEW | $247.27万 | 0.91% | 100,722 | 4,395 | 4.6% | $10.79万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $245.52万 | 0.90% | 22,838 | 709 | 3.2% | $7.62万 | 加仓 |
| TGT | TARGET CORP | $239.35万 | 0.88% | 18,325 | 541 | 3.0% | $7.07万 | 加仓 |
| DIS | DISNEY WALT CO | $235.04万 | 0.86% | 24,419 | 756 | 3.2% | $7.28万 | 加仓 |
| SBUX | STARBUCKS CORP | $233.43万 | 0.86% | 22,843 | 703 | 3.2% | $7.18万 | 加仓 |
| XEL | XCEL ENERGY INC | $231.95万 | 0.85% | 28,886 | 1,135 | 4.1% | $9.11万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $231.49万 | 0.85% | 60,759 | 3,304 | 5.8% | $12.59万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $227.00万 | 0.83% | 10,136 | 412 | 4.2% | $9.23万 | 加仓 |
| SYY | SYSCO CORP | $226.77万 | 0.83% | 27,133 | 1,083 | 4.2% | $9.05万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $216.06万 | 0.79% | 22,722 | 244 | 1.1% | $2.32万 | 加仓 |
| GOOG | ALPHABET INC | $205.64万 | 0.76% | 5,820 | 153 | 2.7% | $5.41万 | 加仓 |
| PEP | PEPSICO INC | $203.46万 | 0.75% | 15,026 | 635 | 4.4% | $8.60万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $199.54万 | 0.73% | 11,526 | 120 | 1.1% | $2.08万 | 加仓 |
| T | AT&T INC | $195.98万 | 0.72% | 94,675 | 3,475 | 3.8% | $7.19万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $193.27万 | 0.71% | 14,688 | 746 | 5.4% | $9.82万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $167.44万 | 0.62% | 27,111 | 405 | 1.5% | $2.50万 | 加仓 |
| LII | LENNOX INTL INC | $161.23万 | 0.59% | 2,814 | 44 | 1.6% | $2.52万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $158.36万 | 0.58% | 3,224 | 21 | 0.7% | $1.03万 | 加仓 |
| WRB | BERKLEY W R CORP | $156.46万 | 0.57% | 22,183 | 584 | 2.7% | $4.12万 | 加仓 |
| NDSN | NORDSON CORP | $146.44万 | 0.54% | 4,854 | 143 | 3.0% | $4.31万 | 加仓 |
| AZN | ASTRAZENECA PLC | $139.73万 | 0.51% | 7,369 | 227 | 3.2% | $4.30万 | 加仓 |
| RIO | RIO TINTO PLC | $137.59万 | 0.51% | 14,494 | 254 | 1.8% | $2.41万 | 加仓 |
| TMUS | T-MOBILE US INC | $132.67万 | 0.49% | 7,910 | 461 | 6.2% | $7.73万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $132.55万 | 0.49% | 24,692 | 414 | 1.7% | $2.22万 | 加仓 |
| BX | BLACKSTONE INC | $131.13万 | 0.48% | 11,144 | -219 | -1.9% | -$2.58万 | 减仓 |
| MRK | MERCK & CO INC | $127.04万 | 0.47% | 9,886 | -175 | -1.7% | -$2.25万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $126.28万 | 0.46% | 51,314 | 1,795 | 3.6% | $4.42万 | 加仓 |
| NKE | NIKE INC | $125.62万 | 0.46% | 30,602 | 2,259 | 8.0% | $9.27万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $125.26万 | 0.46% | 5,523 | 227 | 4.3% | $5.15万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $125.04万 | 0.46% | 1,875 | 44 | 2.4% | $2.93万 | 加仓 |
| FICO | FAIR ISAAC CORP | $121.63万 | 0.45% | 1,018 | 42 | 4.3% | $5.02万 | 加仓 |
| KO | COCA COLA CO | $121.43万 | 0.45% | 14,941 | -170 | -1.1% | -$1.38万 | 减仓 |
| WMB | WILLIAMS COS INC | $119.71万 | 0.44% | 16,103 | -396 | -2.4% | -$2.94万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $119.71万 | 0.44% | 26,531 | -250 | -0.9% | -$1.13万 | 减仓 |
| MTDR | MATADOR RES CO | $117.78万 | 0.43% | 23,661 | 421 | 1.8% | $2.10万 | 加仓 |
| V | VISA INC | $111.09万 | 0.41% | 3,238 | -50 | -1.5% | -$1.72万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $109.35万 | 0.40% | 7,484 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $109.06万 | 0.40% | 18,140 | 655 | 3.7% | $3.94万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $109.01万 | 0.40% | 9,214 | -176 | -1.9% | -$2.08万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $107.44万 | 0.39% | 39,515 | 1,407 | 3.7% | $3.83万 | 加仓 |
| FTS | FORTIS INC | $107.33万 | 0.39% | 18,755 | 709 | 3.9% | $4.06万 | 加仓 |
| NGG | NATIONAL GRID PLC | $106.09万 | 0.39% | 12,802 | 505 | 4.1% | $4.18万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $102.10万 | 0.38% | 6,062 | 247 | 4.2% | $4.16万 | 加仓 |
| PII | POLARIS INC | $101.04万 | 0.37% | 14,763 | 478 | 3.3% | $3.27万 | 加仓 |
| BP | BP PLC | $100.04万 | 0.37% | 27,076 | 801 | 3.0% | $2.96万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $99.79万 | 0.37% | 2,009 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $98.27万 | 0.36% | 22,123 | 824 | 3.9% | $3.66万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $97.16万 | 0.36% | 4,819 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $95.87万 | 0.35% | 2,904 | -43 | -1.5% | -$1.42万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $92.27万 | 0.34% | 3,175 | 145 | 4.8% | $4.21万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $89.57万 | 0.33% | 13,151 | 531 | 4.2% | $3.62万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $89.27万 | 0.33% | 16,977 | 863 | 5.4% | $4.54万 | 加仓 |
| PPG | PPG INDS INC | $88.99万 | 0.33% | 7,337 | -100 | -1.3% | -$1.21万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $88.70万 | 0.33% | 1,741 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $88.20万 | 0.32% | 14,012 | 665 | 5.0% | $4.19万 | 加仓 |