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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -7,144 | -100.0% | -$131.35万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -153,174 | -100.0% | -$62.04万 | 清仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $9.24万 | 0.04% | 30,000 | 30,000 | — | $9.24万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $16.86万 | 0.07% | 10,000 | 10,000 | — | $16.86万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.77万 | 0.08% | 768 | 768 | — | $20.77万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $24.45万 | 0.10% | 7,100 | -14 | -0.2% | -$482 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $24.49万 | 0.10% | 3,261 | -118 | -3.5% | -$8,861 | 减仓 |
| GOOGL | ALPHABET INC | $26.31万 | 0.11% | 915 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $27.04万 | 0.11% | 4,801 | -44 | -0.9% | -$2,478 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $28.44万 | 0.12% | 3,513 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $31.34万 | 0.13% | 1,309 | -955 | -42.2% | -$22.86万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.95万 | 0.13% | 1,318 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $39.47万 | 0.16% | 3,339 | -324 | -8.8% | -$3.83万 | 减仓 |
| TTE | TOTALENERGIES SE | $39.85万 | 0.16% | 4,380 | -14 | -0.3% | -$1,274 | 减仓 |
| BA | BOEING CO | $40.90万 | 0.17% | 2,055 | 206 | 11.1% | $4.10万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $42.09万 | 0.17% | 617 | 99 | 19.1% | $6.75万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $43.65万 | 0.18% | 2,529 | -13 | -0.5% | -$2,244 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $44.07万 | 0.18% | 1,498 | -13 | -0.9% | -$3,824 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $45.95万 | 0.19% | 13,704 | -245 | -1.8% | -$8,215 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $48.22万 | 0.20% | 3,256 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $49.24万 | 0.20% | 9,095 | -103 | -1.1% | -$5,576 | 减仓 |
| AMZN | AMAZON COM INC | $51.03万 | 0.21% | 2,450 | -3 | -0.1% | -$625 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $51.59万 | 0.21% | 2,479 | -34 | -1.4% | -$7,075 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $52.92万 | 0.21% | 7,033 | -112 | -1.6% | -$8,428 | 减仓 |
| MTN | VAIL RESORTS INC | $55.72万 | 0.23% | 4,342 | 623 | 16.8% | $7.99万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $58.06万 | 0.24% | 26,781 | -117 | -0.4% | -$2,537 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.75万 | 0.24% | 1,226 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $59.69万 | 0.24% | 9,147 | 593 | 6.9% | $3.87万 | 加仓 |
| CHE | CHEMED CORP NEW | $60.06万 | 0.24% | 1,590 | 148 | 10.3% | $5.59万 | 加仓 |
| DEO | DIAGEO PLC | $60.39万 | 0.25% | 8,111 | 1,223 | 17.8% | $9.11万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $60.58万 | 0.25% | 2,792 | 561 | 25.1% | $12.17万 | 加仓 |
| BANF | BANCFIRST CORP | $61.86万 | 0.25% | 5,701 | -4,100 | -41.8% | -$44.49万 | 减仓 |
| NUE | NUCOR CORP | $62.18万 | 0.25% | 3,677 | -79 | -2.1% | -$1.34万 | 减仓 |
| NVO | NOVO-NORDISK A S | $62.85万 | 0.26% | 17,103 | 2,374 | 16.1% | $8.72万 | 加仓 |
| MET | METLIFE INC | $66.54万 | 0.27% | 9,409 | -90 | -0.9% | -$6,365 | 减仓 |
| EFX | EQUIFAX INC | $70.82万 | 0.29% | 3,933 | 301 | 8.3% | $5.42万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $73.35万 | 0.30% | 1,468 | -151 | -9.3% | -$7.55万 | 减仓 |
| RELX | RELX PLC | $73.40万 | 0.30% | 22,141 | 2,288 | 11.5% | $7.58万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $73.92万 | 0.30% | 12,576 | -570 | -4.3% | -$3.35万 | 减仓 |
| POOL | POOL CORP | $73.95万 | 0.30% | 3,655 | 484 | 15.3% | $9.79万 | 加仓 |
| UNP | UNION PAC CORP | $75.12万 | 0.30% | 3,096 | -22 | -0.7% | -$5,338 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $76.74万 | 0.31% | 12,620 | 72 | 0.6% | $4,378 | 加仓 |
| PII | POLARIS INC | $77.86万 | 0.32% | 14,285 | 481 | 3.5% | $2.62万 | 加仓 |
| COO | COOPER COS INC | $78.47万 | 0.32% | 10,974 | 510 | 4.9% | $3.65万 | 加仓 |
| CPRT | COPART INC | $78.83万 | 0.32% | 23,745 | 1,612 | 7.3% | $5.35万 | 加仓 |
| PPG | PPG INDS INC | $79.49万 | 0.32% | 7,437 | -50 | -0.7% | -$5,344 | 减仓 |
| BCE | BCE INC | $80.01万 | 0.32% | 31,698 | 1,348 | 4.4% | $3.40万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $81.08万 | 0.33% | 6,091 | 176 | 3.0% | $2.34万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $85.96万 | 0.35% | 2,947 | -229 | -7.2% | -$6.68万 | 减仓 |
| SONY | SONY GROUP CORP | $86.05万 | 0.35% | 41,568 | 1,233 | 3.1% | $2.55万 | 加仓 |
| SAP | SAP SE | $86.56万 | 0.35% | 5,056 | 211 | 4.4% | $3.61万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $89.71万 | 0.36% | 2,009 | -40 | -2.0% | -$1.79万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $91.36万 | 0.37% | 5,296 | 194 | 3.8% | $3.35万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $94.49万 | 0.38% | 5,979 | 334 | 5.9% | $5.28万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $96.78万 | 0.39% | 16,114 | 459 | 2.9% | $2.76万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $98.01万 | 0.40% | 7,484 | -237 | -3.1% | -$3.10万 | 减仓 |
| V | VISA INC | $99.38万 | 0.40% | 3,288 | -251 | -7.1% | -$7.59万 | 减仓 |
| UL | UNILEVER PLC | $99.61万 | 0.40% | 17,485 | 392 | 2.3% | $2.23万 | 加仓 |
| FTS | FORTIS INC | $100.68万 | 0.41% | 18,046 | 533 | 3.0% | $2.97万 | 加仓 |
| NTR | NUTRIEN LTD | $100.72万 | 0.41% | 13,347 | 270 | 2.1% | $2.04万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $100.73万 | 0.41% | 4,819 | -166 | -3.3% | -$3.47万 | 减仓 |
| DOCU | DOCUSIGN INC | $100.98万 | 0.41% | 21,299 | -111 | -0.5% | -$5,263 | 减仓 |
| NGG | NATIONAL GRID PLC | $104.03万 | 0.42% | 12,297 | 281 | 2.3% | $2.38万 | 加仓 |
| FICO | FAIR ISAAC CORP | $104.19万 | 0.42% | 976 | 43 | 4.6% | $4.59万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $104.42万 | 0.42% | 38,108 | 54 | 0.1% | $1,480 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $104.59万 | 0.42% | 3,030 | -68 | -2.2% | -$2.35万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $104.62万 | 0.42% | 9,390 | -163 | -1.7% | -$1.82万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $105.22万 | 0.43% | 1,741 | 100 | 6.1% | $6.04万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $110.78万 | 0.45% | 1,831 | -9 | -0.5% | -$5,445 | 减仓 |
| KO | COCA COLA CO | $114.92万 | 0.47% | 15,111 | -111 | -0.7% | -$8,442 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $118.50万 | 0.48% | 49,519 | -1,910 | -3.7% | -$4.57万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $119.85万 | 0.49% | 5,815 | 9 | 0.2% | $1,855 | 加仓 |
| WMB | WILLIAMS COS INC | $120.08万 | 0.49% | 16,499 | -343 | -2.0% | -$2.50万 | 减仓 |
| MRK | MERCK & CO INC | $121.02万 | 0.49% | 10,061 | -90 | -0.9% | -$1.08万 | 减仓 |
| BP | BP PLC | $123.49万 | 0.50% | 26,275 | 1,396 | 5.6% | $6.56万 | 加仓 |
| NDSN | NORDSON CORP | $125.34万 | 0.51% | 4,711 | -18 | -0.4% | -$4,789 | 减仓 |
| LII | LENNOX INTL INC | $128.57万 | 0.52% | 2,770 | 41 | 1.5% | $1.90万 | 加仓 |
| BX | BLACKSTONE INC | $130.66万 | 0.53% | 11,363 | -219 | -1.9% | -$2.52万 | 减仓 |
| RIO | RIO TINTO PLC | $132.85万 | 0.54% | 14,240 | 23 | 0.2% | $2,146 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $133.49万 | 0.54% | 3,203 | 3 | 0.1% | $1,250 | 加仓 |
| AZN | ASTRAZENECA PLC | $140.85万 | 0.57% | 7,142 | 7,142 | — | $140.85万 | 新建仓 |
| WRB | BERKLEY W R CORP | $143.16万 | 0.58% | 21,599 | 1 | 0.0% | $66 | 加仓 |
| MTDR | MATADOR RES CO | $146.83万 | 0.60% | 23,240 | 304 | 1.3% | $1.92万 | 加仓 |
| NKE | NIKE INC | $149.71万 | 0.61% | 28,343 | 5,547 | 24.3% | $29.30万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $152.22万 | 0.62% | 11,406 | -59 | -0.5% | -$7,874 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $156.15万 | 0.63% | 26,706 | -59 | -0.2% | -$3,450 | 减仓 |
| TMUS | T-MOBILE US INC | $156.45万 | 0.64% | 7,449 | 1,421 | 23.6% | $29.84万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $160.50万 | 0.65% | 24,278 | 190 | 0.8% | $1.26万 | 加仓 |
| GOOG | ALPHABET INC | $162.56万 | 0.66% | 5,667 | 151 | 2.7% | $4.33万 | 加仓 |
| ASML | ASML HLDG NV | $174.09万 | 0.71% | 1,318 | -37 | -2.7% | -$4.89万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $185.42万 | 0.75% | 22,478 | -415 | -1.8% | -$3.42万 | 减仓 |
| SYY | SYSCO CORP | $185.81万 | 0.75% | 26,050 | 1,195 | 4.8% | $8.52万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $189.75万 | 0.77% | 13,942 | 1,614 | 13.1% | $21.97万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $191.68万 | 0.78% | 28,579 | -1,213 | -4.1% | -$8.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $197.57万 | 0.80% | 9,724 | 857 | 9.7% | $17.41万 | 加仓 |
| SBUX | STARBUCKS CORP | $198.35万 | 0.81% | 22,140 | 1,526 | 7.4% | $13.67万 | 加仓 |
| UBS | UBS GROUP AG | $200.04万 | 0.81% | 51,200 | -549 | -1.1% | -$2.14万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $205.11万 | 0.83% | 57,455 | 3,226 | 5.9% | $11.52万 | 加仓 |
| TGT | TARGET CORP | $215.55万 | 0.88% | 17,784 | 2,001 | 12.7% | $24.25万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $217.71万 | 0.88% | 22,129 | 1,788 | 8.8% | $17.59万 | 加仓 |