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 |
|---|---|---|---|---|---|---|---|---|
| ELDN | ELEDON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$9.24万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $13.86万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $21.59万 | 0.08% | 180 | 180 | — | $21.59万 | 新建仓 |
| ZTS | ZOETIS INC | $23.53万 | 0.09% | 3,274 | -65 | -1.9% | -$4,671 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $25.30万 | 0.09% | 874 | 874 | — | $25.30万 | 新建仓 |
| ADSK | AUTODESK INC | $25.45万 | 0.09% | 1,309 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $25.86万 | 0.09% | 3,261 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.55万 | 0.10% | 7,222 | 7,222 | — | $26.55万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.81万 | 0.10% | 3,427 | -86 | -2.4% | -$6,980 | 减仓 |
| MFC | MANULIFE FINL CORP | $28.76万 | 0.11% | 7,100 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $31.42万 | 0.12% | 617 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $32.70万 | 0.12% | 915 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $34.06万 | 0.13% | 4,380 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $34.58万 | 0.13% | 4,714 | -87 | -1.8% | -$6,382 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.06万 | 0.14% | 1,318 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $37.71万 | 0.14% | 1,250 | 1,250 | — | $37.71万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $40.86万 | 0.15% | 2,498 | -31 | -1.2% | -$5,071 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $42.54万 | 0.16% | 13,307 | -397 | -2.9% | -$1.27万 | 减仓 |
| ENB | ENBRIDGE INC | $48.45万 | 0.18% | 8,937 | -158 | -1.7% | -$8,565 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $49.03万 | 0.18% | 1,498 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $49.05万 | 0.18% | 768 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $49.94万 | 0.18% | 2,307 | 252 | 12.3% | $5.46万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $51.19万 | 0.19% | 6,869 | -164 | -2.3% | -$1.22万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $51.45万 | 0.19% | 3,256 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $57.30万 | 0.21% | 252 | 252 | — | $57.30万 | 新建仓 |
| AMZN | AMAZON COM INC | $58.39万 | 0.21% | 2,450 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $59.84万 | 0.22% | 10,184 | 1,037 | 11.3% | $6.09万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $60.08万 | 0.22% | 2,440 | -39 | -1.6% | -$9,603 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.35万 | 0.23% | 1,226 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $63.19万 | 0.23% | 4,641 | 299 | 6.9% | $4.07万 | 加仓 |
| BANF | BANCFIRST CORP | $63.36万 | 0.23% | 5,701 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $66.81万 | 0.25% | 4,209 | 276 | 7.0% | $4.38万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $68.06万 | 0.25% | 2,958 | 166 | 5.9% | $3.82万 | 加仓 |
| DEO | DIAGEO PLC | $68.13万 | 0.25% | 8,476 | 365 | 4.5% | $2.93万 | 加仓 |
| CPRT | COPART INC | $70.94万 | 0.26% | 25,164 | 1,419 | 6.0% | $4.00万 | 加仓 |
| BCE | BCE INC | $71.34万 | 0.26% | 33,167 | 1,469 | 4.6% | $3.16万 | 加仓 |
| RELX | RELX PLC | $72.47万 | 0.27% | 22,883 | 742 | 3.4% | $2.35万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $73.81万 | 0.27% | 1,437 | -31 | -2.1% | -$1.59万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $76.47万 | 0.28% | 6,684 | 593 | 9.7% | $6.78万 | 加仓 |
| CHE | CHEMED CORP NEW | $77.50万 | 0.28% | 1,664 | 74 | 4.7% | $3.45万 | 加仓 |
| MET | METLIFE INC | $78.32万 | 0.29% | 9,257 | -152 | -1.6% | -$1.29万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $79.09万 | 0.29% | 12,576 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $81.23万 | 0.30% | 5,271 | 215 | 4.3% | $3.31万 | 加仓 |
| NUE | NUCOR CORP | $81.91万 | 0.30% | 3,677 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $82.58万 | 0.30% | 3,036 | -60 | -1.9% | -$1.63万 | 减仓 |
| POOL | POOL CORP | $84.11万 | 0.31% | 3,914 | 259 | 7.1% | $5.57万 | 加仓 |
| COO | COOPER COS INC | $84.24万 | 0.31% | 11,747 | 773 | 7.0% | $5.54万 | 加仓 |
| NVO | NOVO-NORDISK A S | $85.40万 | 0.31% | 17,814 | 711 | 4.2% | $3.41万 | 加仓 |
| SONY | SONY GROUP CORP | $86.00万 | 0.32% | 42,871 | 1,303 | 3.1% | $2.61万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $88.05万 | 0.32% | 6,392 | 413 | 6.9% | $5.69万 | 加仓 |
| NTR | NUTRIEN LTD | $88.20万 | 0.32% | 14,012 | 665 | 5.0% | $4.19万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $88.70万 | 0.33% | 1,741 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $88.99万 | 0.33% | 7,337 | -100 | -1.3% | -$1.21万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $89.27万 | 0.33% | 16,977 | 863 | 5.4% | $4.54万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $89.57万 | 0.33% | 13,151 | 531 | 4.2% | $3.62万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $92.27万 | 0.34% | 3,175 | 145 | 4.8% | $4.21万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $95.87万 | 0.35% | 2,904 | -43 | -1.5% | -$1.42万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $97.16万 | 0.36% | 4,819 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $98.27万 | 0.36% | 22,123 | 824 | 3.9% | $3.66万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $99.79万 | 0.37% | 2,009 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $100.04万 | 0.37% | 27,076 | 801 | 3.0% | $2.96万 | 加仓 |
| PII | POLARIS INC | $101.04万 | 0.37% | 14,763 | 478 | 3.3% | $3.27万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $102.10万 | 0.38% | 6,062 | 247 | 4.2% | $4.16万 | 加仓 |
| NGG | NATIONAL GRID PLC | $106.09万 | 0.39% | 12,802 | 505 | 4.1% | $4.18万 | 加仓 |
| FTS | FORTIS INC | $107.33万 | 0.39% | 18,755 | 709 | 3.9% | $4.06万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $107.44万 | 0.39% | 39,515 | 1,407 | 3.7% | $3.83万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $109.01万 | 0.40% | 9,214 | -176 | -1.9% | -$2.08万 | 减仓 |
| UL | UNILEVER PLC | $109.06万 | 0.40% | 18,140 | 655 | 3.7% | $3.94万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $109.35万 | 0.40% | 7,484 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $111.09万 | 0.41% | 3,238 | -50 | -1.5% | -$1.72万 | 减仓 |
| MTDR | MATADOR RES CO | $117.78万 | 0.43% | 23,661 | 421 | 1.8% | $2.10万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $119.71万 | 0.44% | 26,531 | -250 | -0.9% | -$1.13万 | 减仓 |
| WMB | WILLIAMS COS INC | $119.71万 | 0.44% | 16,103 | -396 | -2.4% | -$2.94万 | 减仓 |
| KO | COCA COLA CO | $121.43万 | 0.45% | 14,941 | -170 | -1.1% | -$1.38万 | 减仓 |
| FICO | FAIR ISAAC CORP | $121.63万 | 0.45% | 1,018 | 42 | 4.3% | $5.02万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $125.04万 | 0.46% | 1,875 | 44 | 2.4% | $2.93万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $125.26万 | 0.46% | 5,523 | 227 | 4.3% | $5.15万 | 加仓 |
| NKE | NIKE INC | $125.62万 | 0.46% | 30,602 | 2,259 | 8.0% | $9.27万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $126.28万 | 0.46% | 51,314 | 1,795 | 3.6% | $4.42万 | 加仓 |
| MRK | MERCK & CO INC | $127.04万 | 0.47% | 9,886 | -175 | -1.7% | -$2.25万 | 减仓 |
| BX | BLACKSTONE INC | $131.13万 | 0.48% | 11,144 | -219 | -1.9% | -$2.58万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $132.55万 | 0.49% | 24,692 | 414 | 1.7% | $2.22万 | 加仓 |
| TMUS | T-MOBILE US INC | $132.67万 | 0.49% | 7,910 | 461 | 6.2% | $7.73万 | 加仓 |
| RIO | RIO TINTO PLC | $137.59万 | 0.51% | 14,494 | 254 | 1.8% | $2.41万 | 加仓 |
| AZN | ASTRAZENECA PLC | $139.73万 | 0.51% | 7,369 | 227 | 3.2% | $4.30万 | 加仓 |
| NDSN | NORDSON CORP | $146.44万 | 0.54% | 4,854 | 143 | 3.0% | $4.31万 | 加仓 |
| WRB | BERKLEY W R CORP | $156.46万 | 0.57% | 22,183 | 584 | 2.7% | $4.12万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $158.36万 | 0.58% | 3,224 | 21 | 0.7% | $1.03万 | 加仓 |
| LII | LENNOX INTL INC | $161.23万 | 0.59% | 2,814 | 44 | 1.6% | $2.52万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $167.44万 | 0.62% | 27,111 | 405 | 1.5% | $2.50万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $193.27万 | 0.71% | 14,688 | 746 | 5.4% | $9.82万 | 加仓 |
| T | AT&T INC | $195.98万 | 0.72% | 94,675 | 3,475 | 3.8% | $7.19万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $199.54万 | 0.73% | 11,526 | 120 | 1.1% | $2.08万 | 加仓 |
| PEP | PEPSICO INC | $203.46万 | 0.75% | 15,026 | 635 | 4.4% | $8.60万 | 加仓 |
| GOOG | ALPHABET INC | $205.64万 | 0.76% | 5,820 | 153 | 2.7% | $5.41万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $216.06万 | 0.79% | 22,722 | 244 | 1.1% | $2.32万 | 加仓 |
| SYY | SYSCO CORP | $226.77万 | 0.83% | 27,133 | 1,083 | 4.2% | $9.05万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $227.00万 | 0.83% | 10,136 | 412 | 4.2% | $9.23万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $231.49万 | 0.85% | 60,759 | 3,304 | 5.8% | $12.59万 | 加仓 |
| XEL | XCEL ENERGY INC | $231.95万 | 0.85% | 28,886 | 1,135 | 4.1% | $9.11万 | 加仓 |