MITCHELL & PAHL PRIVATE WEALTH, LLC
OKLAHOMA CITY OK · SEC CIK 0001836506
$2.46亿2026Q1 申报市值
145持仓数
19.0%前十大占比 · 第一大 2.9%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$140.85万
TMUS 加仓+$29.84万
NKE 加仓+$29.30万
TGT 加仓+$24.25万
AWK 加仓+$21.97万
2026Q1 卖出最多 按季末市值估算
AVGO 减仓-$176.08万
AZN 清仓-$131.35万
TELEFONICA S A 清仓-$62.04万
STX 减仓-$52.89万
BANF 减仓-$44.49万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| XEL | XCEL ENERGY INC | $220.45万 | 0.90% | 27,751 | 1,793 | 6.9% | $14.24万 | 加仓 |
| PEP | PEPSICO INC | $223.49万 | 0.91% | 14,391 | 1,134 | 8.6% | $17.61万 | 加仓 |
| DIS | DISNEY WALT CO | $228.06万 | 0.93% | 23,663 | 442 | 1.9% | $4.26万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $232.94万 | 0.95% | 8,949 | 184 | 2.1% | $4.79万 | 加仓 |
| AMGN | AMGEN INC | $242.60万 | 0.99% | 6,895 | 204 | 3.0% | $7.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $242.66万 | 0.99% | 7,180 | -373 | -4.9% | -$12.61万 | 减仓 |
| CB | CHUBB LTD SWITZ | $251.54万 | 1.02% | 7,717 | 247 | 3.3% | $8.05万 | 加仓 |
| BAC | BANK AMERICA CORP | $252.53万 | 1.03% | 51,800 | -2,730 | -5.0% | -$13.31万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $256.41万 | 1.04% | 9,476 | -337 | -3.4% | -$9.12万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $260.00万 | 1.06% | 8,111 | 332 | 4.3% | $10.64万 | 加仓 |
| T | AT&T INC | $264.39万 | 1.07% | 91,200 | -1,121 | -1.2% | -$3.25万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $264.99万 | 1.08% | 45,973 | 2,501 | 5.8% | $14.42万 | 加仓 |
| BLK | BLACKROCK INC | $265.91万 | 1.08% | 2,765 | 35 | 1.3% | $3.37万 | 加仓 |
| USB | US BANCORP | $266.40万 | 1.08% | 51,222 | 1,511 | 3.0% | $7.86万 | 加仓 |
| EMR | EMERSON ELEC CO | $267.74万 | 1.09% | 20,435 | 437 | 2.2% | $5.73万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $276.56万 | 1.12% | 96,327 | 4,449 | 4.8% | $12.77万 | 加仓 |
| TER | TERADYNE INC | $281.34万 | 1.14% | 9,490 | -502 | -5.0% | -$14.88万 | 减仓 |
| RTX | RTX CORPORATION | $287.97万 | 1.17% | 14,929 | -11 | -0.1% | -$2,122 | 减仓 |
| MCD | MCDONALDS CORP | $289.05万 | 1.17% | 9,300 | -732 | -7.3% | -$22.75万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $290.22万 | 1.18% | 9,990 | 486 | 5.1% | $14.12万 | 加仓 |
| TXN | TEXAS INSTRS INC | $291.97万 | 1.19% | 15,039 | 143 | 1.0% | $2.78万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $292.24万 | 1.19% | 58,216 | -854 | -1.4% | -$4.29万 | 减仓 |
| AFL | AFLAC INC | $297.00万 | 1.21% | 27,072 | 795 | 3.0% | $8.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $298.06万 | 1.21% | 2,991 | 130 | 4.5% | $12.96万 | 加仓 |
| HD | HOME DEPOT INC | $303.97万 | 1.23% | 9,242 | 202 | 2.2% | $6.64万 | 加仓 |
| MMM | 3M CO | $305.45万 | 1.24% | 21,032 | -423 | -2.0% | -$6.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $306.73万 | 1.25% | 14,826 | 654 | 4.6% | $13.53万 | 加仓 |
| SRE | SEMPRA | $307.00万 | 1.25% | 31,595 | 1,395 | 4.6% | $13.56万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $309.69万 | 1.26% | 7,905 | -1,350 | -14.6% | -$52.89万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $313.38万 | 1.27% | 27,070 | 319 | 1.2% | $3.69万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $314.64万 | 1.28% | 21,783 | 310 | 1.4% | $4.48万 | 加仓 |
| CSCO | CISCO SYS INC | $322.78万 | 1.31% | 41,602 | -241 | -0.6% | -$1.87万 | 减仓 |
| ABBV | ABBVIE INC | $332.53万 | 1.35% | 15,289 | -776 | -4.8% | -$16.88万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $334.13万 | 1.36% | 9,736 | -15 | -0.2% | -$5,148 | 减仓 |
| ECL | ECOLAB INC | $338.27万 | 1.37% | 12,716 | -21 | -0.2% | -$5,586 | 减仓 |
| NVS | NOVARTIS AG | $350.29万 | 1.42% | 22,931 | 582 | 2.6% | $8.89万 | 加仓 |
| WM | WASTE MGMT INC DEL | $353.14万 | 1.43% | 15,368 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $364.29万 | 1.48% | 39,222 | 7 | 0.0% | $650 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $373.77万 | 1.52% | 4,418 | -62 | -1.4% | -$5.25万 | 减仓 |
| VLO | VALERO ENERGY CORP | $375.44万 | 1.52% | 15,196 | 370 | 2.5% | $9.14万 | 加仓 |
| PSX | PHILLIPS 66 | $376.88万 | 1.53% | 20,687 | 6 | 0.0% | $1,093 | 加仓 |
| LIN | LINDE PLC | $394.33万 | 1.60% | 7,954 | -2 | -0.0% | -$992 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $449.49万 | 1.82% | 18,388 | -160 | -0.9% | -$3.91万 | 减仓 |
| — | EXXON MOBIL CORP | $538.08万 | 2.18% | 31,716 | -309 | -1.0% | -$5.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $541.84万 | 2.20% | 14,638 | -432 | -2.9% | -$15.99万 | 减仓 |
| AVGO | BROADCOM INC | $547.83万 | 2.22% | 17,700 | -5,689 | -24.3% | -$176.08万 | 减仓 |
| AAPL | APPLE INC | $714.56万 | 2.90% | 28,156 | -1,516 | -5.1% | -$38.47万 | 减仓 |