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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $233.43万 | 0.86% | 22,843 | 703 | 3.2% | $7.18万 | 加仓 |
| DIS | DISNEY WALT CO | $235.04万 | 0.86% | 24,419 | 756 | 3.2% | $7.28万 | 加仓 |
| TGT | TARGET CORP | $239.35万 | 0.88% | 18,325 | 541 | 3.0% | $7.07万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $245.52万 | 0.90% | 22,838 | 709 | 3.2% | $7.62万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $247.27万 | 0.91% | 100,722 | 4,395 | 4.6% | $10.79万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $248.21万 | 0.91% | 28,516 | -63 | -0.2% | -$5,484 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $251.17万 | 0.92% | 9,286 | 337 | 3.8% | $9.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $252.28万 | 0.93% | 59,584 | 1,368 | 2.3% | $5.79万 | 加仓 |
| UBS | UBS GROUP AG | $253.16万 | 0.93% | 51,081 | -119 | -0.2% | -$5,898 | 减仓 |
| CVX | CHEVRON CORPORATION | $257.01万 | 0.94% | 15,506 | 680 | 4.6% | $11.27万 | 加仓 |
| AMGN | AMGEN INC | $259.82万 | 0.95% | 7,175 | 280 | 4.1% | $10.14万 | 加仓 |
| MCD | MCDONALDS CORP | $261.19万 | 0.96% | 9,662 | 362 | 3.9% | $9.79万 | 加仓 |
| ASML | ASML HLDG NV | $263.20万 | 0.97% | 1,323 | 5 | 0.4% | $9,947 | 加仓 |
| CB | CHUBB LIMITED | $270.33万 | 0.99% | 7,933 | 216 | 2.8% | $7.36万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $271.66万 | 1.00% | 46,968 | 995 | 2.2% | $5.76万 | 加仓 |
| BLK | BLACKROCK INC | $272.51万 | 1.00% | 2,834 | 69 | 2.5% | $6.63万 | 加仓 |
| RTX | RTX CORPORATION | $284.45万 | 1.04% | 14,993 | 64 | 0.4% | $1.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $285.35万 | 1.05% | 3,050 | 59 | 2.0% | $5.52万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $287.82万 | 1.06% | 8,359 | 248 | 3.1% | $8.54万 | 加仓 |
| BAC | BANK OF AMER CORP | $294.47万 | 1.08% | 51,679 | -121 | -0.2% | -$6,895 | 减仓 |
| EMR | EMERSON ELEC CO | $299.01万 | 1.10% | 20,888 | 453 | 2.2% | $6.48万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $299.42万 | 1.10% | 10,212 | 222 | 2.2% | $6.51万 | 加仓 |
| SRE | SEMPRA | $299.79万 | 1.10% | 32,337 | 742 | 2.3% | $6.88万 | 加仓 |
| USB | US BANCORP | $317.66万 | 1.17% | 52,593 | 1,371 | 2.7% | $8.28万 | 加仓 |
| AFL | AFLAC INC | $323.48万 | 1.19% | 27,589 | 517 | 1.9% | $6.06万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $323.63万 | 1.19% | 27,716 | 646 | 2.4% | $7.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $328.67万 | 1.21% | 22,413 | 630 | 2.9% | $9.24万 | 加仓 |
| HD | HOME DEPOT INC | $334.98万 | 1.23% | 9,498 | 256 | 2.8% | $9.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $340.43万 | 1.25% | 7,128 | -52 | -0.7% | -$2.48万 | 减仓 |
| MMM | 3M CO | $348.19万 | 1.28% | 21,505 | 473 | 2.2% | $7.66万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $349.58万 | 1.28% | 39,829 | 607 | 1.5% | $5.33万 | 加仓 |
| WM | WASTE MGMT INC DEL | $349.75万 | 1.28% | 15,692 | 324 | 2.1% | $7.22万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $351.56万 | 1.29% | 9,925 | 189 | 1.9% | $6.69万 | 加仓 |
| PSX | PHILLIPS 66 | $355.17万 | 1.30% | 21,010 | 323 | 1.6% | $5.46万 | 加仓 |
| ECL | ECOLAB INC | $363.70万 | 1.34% | 13,054 | 338 | 2.7% | $9.42万 | 加仓 |
| NVS | NOVARTIS AG | $364.82万 | 1.34% | 23,278 | 347 | 1.5% | $5.44万 | 加仓 |
| ABBV | ABBVIE INC | $392.52万 | 1.44% | 15,598 | 309 | 2.0% | $7.78万 | 加仓 |
| VLO | VALERO ENERGY CORP | $400.27万 | 1.47% | 15,370 | 174 | 1.1% | $4.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $401.13万 | 1.47% | 9,651 | 175 | 1.8% | $7.27万 | 加仓 |
| LIN | LINDE PLC | $417.39万 | 1.53% | 8,043 | 89 | 1.1% | $4.62万 | 加仓 |
| — | EXXON MOBIL CORP | $436.89万 | 1.60% | 31,956 | 240 | 0.8% | $3.28万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $450.48万 | 1.65% | 4,454 | 36 | 0.8% | $3.64万 | 加仓 |
| TXN | TEXAS INSTRS INC | $452.35万 | 1.66% | 15,176 | 137 | 0.9% | $4.08万 | 加仓 |
| TER | TERADYNE INC | $456.75万 | 1.68% | 9,440 | -50 | -0.5% | -$2.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $475.04万 | 1.75% | 18,704 | 316 | 1.7% | $8.03万 | 加仓 |
| CSCO | CISCO SYS INC | $492.02万 | 1.81% | 41,889 | 287 | 0.7% | $3.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $550.93万 | 2.02% | 14,770 | 132 | 0.9% | $4.92万 | 加仓 |
| AVGO | BROADCOM INC | $646.48万 | 2.37% | 17,114 | -586 | -3.3% | -$22.14万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $750.96万 | 2.76% | 7,782 | -123 | -1.6% | -$11.87万 | 减仓 |
| AAPL | APPLE INC | $810.92万 | 2.98% | 28,025 | -131 | -0.5% | -$3.79万 | 减仓 |