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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $714.56万 | 2.90% | 28,156 | -1,516 | -5.1% | -$38.47万 | 减仓 |
| AVGO | BROADCOM INC | $547.83万 | 2.22% | 17,700 | -5,689 | -24.3% | -$176.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $541.84万 | 2.20% | 14,638 | -432 | -2.9% | -$15.99万 | 减仓 |
| — | EXXON MOBIL CORP | $538.08万 | 2.18% | 31,716 | -309 | -1.0% | -$5.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $449.49万 | 1.82% | 18,388 | -160 | -0.9% | -$3.91万 | 减仓 |
| LIN | LINDE PLC | $394.33万 | 1.60% | 7,954 | -2 | -0.0% | -$992 | 减仓 |
| PSX | PHILLIPS 66 | $376.88万 | 1.53% | 20,687 | 6 | 0.0% | $1,093 | 加仓 |
| VLO | VALERO ENERGY CORP | $375.44万 | 1.52% | 15,196 | 370 | 2.5% | $9.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $373.77万 | 1.52% | 4,418 | -62 | -1.4% | -$5.25万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $364.29万 | 1.48% | 39,222 | 7 | 0.0% | $650 | 加仓 |
| WM | WASTE MGMT INC DEL | $353.14万 | 1.43% | 15,368 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $350.29万 | 1.42% | 22,931 | 582 | 2.6% | $8.89万 | 加仓 |
| ECL | ECOLAB INC | $338.27万 | 1.37% | 12,716 | -21 | -0.2% | -$5,586 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $334.13万 | 1.36% | 9,736 | -15 | -0.2% | -$5,148 | 减仓 |
| ABBV | ABBVIE INC | $332.53万 | 1.35% | 15,289 | -776 | -4.8% | -$16.88万 | 减仓 |
| CSCO | CISCO SYS INC | $322.78万 | 1.31% | 41,602 | -241 | -0.6% | -$1.87万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $314.64万 | 1.28% | 21,783 | 310 | 1.4% | $4.48万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $313.38万 | 1.27% | 27,070 | 319 | 1.2% | $3.69万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $309.69万 | 1.26% | 7,905 | -1,350 | -14.6% | -$52.89万 | 减仓 |
| SRE | SEMPRA | $307.00万 | 1.25% | 31,595 | 1,395 | 4.6% | $13.56万 | 加仓 |
| CVX | CHEVRON CORPORATION | $306.73万 | 1.25% | 14,826 | 654 | 4.6% | $13.53万 | 加仓 |
| MMM | 3M CO | $305.45万 | 1.24% | 21,032 | -423 | -2.0% | -$6.14万 | 减仓 |
| HD | HOME DEPOT INC | $303.97万 | 1.23% | 9,242 | 202 | 2.2% | $6.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $298.06万 | 1.21% | 2,991 | 130 | 4.5% | $12.96万 | 加仓 |
| AFL | AFLAC INC | $297.00万 | 1.21% | 27,072 | 795 | 3.0% | $8.72万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $292.24万 | 1.19% | 58,216 | -854 | -1.4% | -$4.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $291.97万 | 1.19% | 15,039 | 143 | 1.0% | $2.78万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $290.22万 | 1.18% | 9,990 | 486 | 5.1% | $14.12万 | 加仓 |
| MCD | MCDONALDS CORP | $289.05万 | 1.17% | 9,300 | -732 | -7.3% | -$22.75万 | 减仓 |
| RTX | RTX CORPORATION | $287.97万 | 1.17% | 14,929 | -11 | -0.1% | -$2,122 | 减仓 |
| TER | TERADYNE INC | $281.34万 | 1.14% | 9,490 | -502 | -5.0% | -$14.88万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $276.56万 | 1.12% | 96,327 | 4,449 | 4.8% | $12.77万 | 加仓 |
| EMR | EMERSON ELEC CO | $267.74万 | 1.09% | 20,435 | 437 | 2.2% | $5.73万 | 加仓 |
| USB | US BANCORP | $266.40万 | 1.08% | 51,222 | 1,511 | 3.0% | $7.86万 | 加仓 |
| BLK | BLACKROCK INC | $265.91万 | 1.08% | 2,765 | 35 | 1.3% | $3.37万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $264.99万 | 1.08% | 45,973 | 2,501 | 5.8% | $14.42万 | 加仓 |
| T | AT&T INC | $264.39万 | 1.07% | 91,200 | -1,121 | -1.2% | -$3.25万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $260.00万 | 1.06% | 8,111 | 332 | 4.3% | $10.64万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $256.41万 | 1.04% | 9,476 | -337 | -3.4% | -$9.12万 | 减仓 |
| BAC | BANK AMERICA CORP | $252.53万 | 1.03% | 51,800 | -2,730 | -5.0% | -$13.31万 | 减仓 |
| CB | CHUBB LTD SWITZ | $251.54万 | 1.02% | 7,717 | 247 | 3.3% | $8.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $242.66万 | 0.99% | 7,180 | -373 | -4.9% | -$12.61万 | 减仓 |
| AMGN | AMGEN INC | $242.60万 | 0.99% | 6,895 | 204 | 3.0% | $7.18万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $232.94万 | 0.95% | 8,949 | 184 | 2.1% | $4.79万 | 加仓 |
| DIS | DISNEY WALT CO | $228.06万 | 0.93% | 23,663 | 442 | 1.9% | $4.26万 | 加仓 |
| PEP | PEPSICO INC | $223.49万 | 0.91% | 14,391 | 1,134 | 8.6% | $17.61万 | 加仓 |
| XEL | XCEL ENERGY INC | $220.45万 | 0.90% | 27,751 | 1,793 | 6.9% | $14.24万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $217.71万 | 0.88% | 22,129 | 1,788 | 8.8% | $17.59万 | 加仓 |
| TGT | TARGET CORP | $215.55万 | 0.88% | 17,784 | 2,001 | 12.7% | $24.25万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $205.11万 | 0.83% | 57,455 | 3,226 | 5.9% | $11.52万 | 加仓 |
| UBS | UBS GROUP AG | $200.04万 | 0.81% | 51,200 | -549 | -1.1% | -$2.14万 | 减仓 |
| SBUX | STARBUCKS CORP | $198.35万 | 0.81% | 22,140 | 1,526 | 7.4% | $13.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $197.57万 | 0.80% | 9,724 | 857 | 9.7% | $17.41万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $191.68万 | 0.78% | 28,579 | -1,213 | -4.1% | -$8.14万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $189.75万 | 0.77% | 13,942 | 1,614 | 13.1% | $21.97万 | 加仓 |
| SYY | SYSCO CORP | $185.81万 | 0.75% | 26,050 | 1,195 | 4.8% | $8.52万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $185.42万 | 0.75% | 22,478 | -415 | -1.8% | -$3.42万 | 减仓 |
| ASML | ASML HLDG NV | $174.09万 | 0.71% | 1,318 | -37 | -2.7% | -$4.89万 | 减仓 |
| GOOG | ALPHABET INC | $162.56万 | 0.66% | 5,667 | 151 | 2.7% | $4.33万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $160.50万 | 0.65% | 24,278 | 190 | 0.8% | $1.26万 | 加仓 |
| TMUS | T-MOBILE US INC | $156.45万 | 0.64% | 7,449 | 1,421 | 23.6% | $29.84万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $156.15万 | 0.63% | 26,706 | -59 | -0.2% | -$3,450 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $152.22万 | 0.62% | 11,406 | -59 | -0.5% | -$7,874 | 减仓 |
| NKE | NIKE INC | $149.71万 | 0.61% | 28,343 | 5,547 | 24.3% | $29.30万 | 加仓 |
| MTDR | MATADOR RES CO | $146.83万 | 0.60% | 23,240 | 304 | 1.3% | $1.92万 | 加仓 |
| WRB | BERKLEY W R CORP | $143.16万 | 0.58% | 21,599 | 1 | 0.0% | $66 | 加仓 |
| AZN | ASTRAZENECA PLC | $140.85万 | 0.57% | 7,142 | 7,142 | — | $140.85万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $133.49万 | 0.54% | 3,203 | 3 | 0.1% | $1,250 | 加仓 |
| RIO | RIO TINTO PLC | $132.85万 | 0.54% | 14,240 | 23 | 0.2% | $2,146 | 加仓 |
| BX | BLACKSTONE INC | $130.66万 | 0.53% | 11,363 | -219 | -1.9% | -$2.52万 | 减仓 |
| LII | LENNOX INTL INC | $128.57万 | 0.52% | 2,770 | 41 | 1.5% | $1.90万 | 加仓 |
| NDSN | NORDSON CORP | $125.34万 | 0.51% | 4,711 | -18 | -0.4% | -$4,789 | 减仓 |
| BP | BP PLC | $123.49万 | 0.50% | 26,275 | 1,396 | 5.6% | $6.56万 | 加仓 |
| MRK | MERCK & CO INC | $121.02万 | 0.49% | 10,061 | -90 | -0.9% | -$1.08万 | 减仓 |
| WMB | WILLIAMS COS INC | $120.08万 | 0.49% | 16,499 | -343 | -2.0% | -$2.50万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $119.85万 | 0.49% | 5,815 | 9 | 0.2% | $1,855 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $118.50万 | 0.48% | 49,519 | -1,910 | -3.7% | -$4.57万 | 减仓 |
| KO | COCA COLA CO | $114.92万 | 0.47% | 15,111 | -111 | -0.7% | -$8,442 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $110.78万 | 0.45% | 1,831 | -9 | -0.5% | -$5,445 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $105.22万 | 0.43% | 1,741 | 100 | 6.1% | $6.04万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $104.62万 | 0.42% | 9,390 | -163 | -1.7% | -$1.82万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $104.59万 | 0.42% | 3,030 | -68 | -2.2% | -$2.35万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $104.42万 | 0.42% | 38,108 | 54 | 0.1% | $1,480 | 加仓 |
| FICO | FAIR ISAAC CORP | $104.19万 | 0.42% | 976 | 43 | 4.6% | $4.59万 | 加仓 |
| NGG | NATIONAL GRID PLC | $104.03万 | 0.42% | 12,297 | 281 | 2.3% | $2.38万 | 加仓 |
| DOCU | DOCUSIGN INC | $100.98万 | 0.41% | 21,299 | -111 | -0.5% | -$5,263 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $100.73万 | 0.41% | 4,819 | -166 | -3.3% | -$3.47万 | 减仓 |
| NTR | NUTRIEN LTD | $100.72万 | 0.41% | 13,347 | 270 | 2.1% | $2.04万 | 加仓 |
| FTS | FORTIS INC | $100.68万 | 0.41% | 18,046 | 533 | 3.0% | $2.97万 | 加仓 |
| UL | UNILEVER PLC | $99.61万 | 0.40% | 17,485 | 392 | 2.3% | $2.23万 | 加仓 |
| V | VISA INC | $99.38万 | 0.40% | 3,288 | -251 | -7.1% | -$7.59万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $98.01万 | 0.40% | 7,484 | -237 | -3.1% | -$3.10万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $96.78万 | 0.39% | 16,114 | 459 | 2.9% | $2.76万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $94.49万 | 0.38% | 5,979 | 334 | 5.9% | $5.28万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $91.36万 | 0.37% | 5,296 | 194 | 3.8% | $3.35万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $89.71万 | 0.36% | 2,009 | -40 | -2.0% | -$1.79万 | 减仓 |
| SAP | SAP SE | $86.56万 | 0.35% | 5,056 | 211 | 4.4% | $3.61万 | 加仓 |
| SONY | SONY GROUP CORP | $86.05万 | 0.35% | 41,568 | 1,233 | 3.1% | $2.55万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $85.96万 | 0.35% | 2,947 | -229 | -7.2% | -$6.68万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $81.08万 | 0.33% | 6,091 | 176 | 3.0% | $2.34万 | 加仓 |