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 |
|---|---|---|---|---|---|---|---|---|
| BCE | BCE INC | $80.01万 | 0.32% | 31,698 | 1,348 | 4.4% | $3.40万 | 加仓 |
| PPG | PPG INDS INC | $79.49万 | 0.32% | 7,437 | -50 | -0.7% | -$5,344 | 减仓 |
| CPRT | COPART INC | $78.83万 | 0.32% | 23,745 | 1,612 | 7.3% | $5.35万 | 加仓 |
| COO | COOPER COS INC | $78.47万 | 0.32% | 10,974 | 510 | 4.9% | $3.65万 | 加仓 |
| PII | POLARIS INC | $77.86万 | 0.32% | 14,285 | 481 | 3.5% | $2.62万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $76.74万 | 0.31% | 12,620 | 72 | 0.6% | $4,378 | 加仓 |
| UNP | UNION PAC CORP | $75.12万 | 0.30% | 3,096 | -22 | -0.7% | -$5,338 | 减仓 |
| POOL | POOL CORP | $73.95万 | 0.30% | 3,655 | 484 | 15.3% | $9.79万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $73.92万 | 0.30% | 12,576 | -570 | -4.3% | -$3.35万 | 减仓 |
| RELX | RELX PLC | $73.40万 | 0.30% | 22,141 | 2,288 | 11.5% | $7.58万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $73.35万 | 0.30% | 1,468 | -151 | -9.3% | -$7.55万 | 减仓 |
| EFX | EQUIFAX INC | $70.82万 | 0.29% | 3,933 | 301 | 8.3% | $5.42万 | 加仓 |
| MET | METLIFE INC | $66.54万 | 0.27% | 9,409 | -90 | -0.9% | -$6,365 | 减仓 |
| NVO | NOVO-NORDISK A S | $62.85万 | 0.26% | 17,103 | 2,374 | 16.1% | $8.72万 | 加仓 |
| NUE | NUCOR CORP | $62.18万 | 0.25% | 3,677 | -79 | -2.1% | -$1.34万 | 减仓 |
| BANF | BANCFIRST CORP | $61.86万 | 0.25% | 5,701 | -4,100 | -41.8% | -$44.49万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $60.58万 | 0.25% | 2,792 | 561 | 25.1% | $12.17万 | 加仓 |
| DEO | DIAGEO PLC | $60.39万 | 0.25% | 8,111 | 1,223 | 17.8% | $9.11万 | 加仓 |
| CHE | CHEMED CORP NEW | $60.06万 | 0.24% | 1,590 | 148 | 10.3% | $5.59万 | 加仓 |
| EXPO | EXPONENT INC | $59.69万 | 0.24% | 9,147 | 593 | 6.9% | $3.87万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.75万 | 0.24% | 1,226 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $58.06万 | 0.24% | 26,781 | -117 | -0.4% | -$2,537 | 减仓 |
| MTN | VAIL RESORTS INC | $55.72万 | 0.23% | 4,342 | 623 | 16.8% | $7.99万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $52.92万 | 0.21% | 7,033 | -112 | -1.6% | -$8,428 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $51.59万 | 0.21% | 2,479 | -34 | -1.4% | -$7,075 | 减仓 |
| AMZN | AMAZON COM INC | $51.03万 | 0.21% | 2,450 | -3 | -0.1% | -$625 | 减仓 |
| ENB | ENBRIDGE INC | $49.24万 | 0.20% | 9,095 | -103 | -1.1% | -$5,576 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $48.22万 | 0.20% | 3,256 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $45.95万 | 0.19% | 13,704 | -245 | -1.8% | -$8,215 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $44.07万 | 0.18% | 1,498 | -13 | -0.9% | -$3,824 | 减仓 |
| AMT | AMERICAN TOWER CORP | $43.65万 | 0.18% | 2,529 | -13 | -0.5% | -$2,244 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $42.09万 | 0.17% | 617 | 99 | 19.1% | $6.75万 | 加仓 |
| BA | BOEING CO | $40.90万 | 0.17% | 2,055 | 206 | 11.1% | $4.10万 | 加仓 |
| TTE | TOTALENERGIES SE | $39.85万 | 0.16% | 4,380 | -14 | -0.3% | -$1,274 | 减仓 |
| ZTS | ZOETIS INC | $39.47万 | 0.16% | 3,339 | -324 | -8.8% | -$3.83万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.95万 | 0.13% | 1,318 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $31.34万 | 0.13% | 1,309 | -955 | -42.2% | -$22.86万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $28.44万 | 0.12% | 3,513 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $27.04万 | 0.11% | 4,801 | -44 | -0.9% | -$2,478 | 减仓 |
| GOOGL | ALPHABET INC | $26.31万 | 0.11% | 915 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $24.49万 | 0.10% | 3,261 | -118 | -3.5% | -$8,861 | 减仓 |
| MFC | MANULIFE FINL CORP | $24.45万 | 0.10% | 7,100 | -14 | -0.2% | -$482 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $20.77万 | 0.08% | 768 | 768 | — | $20.77万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $16.86万 | 0.07% | 10,000 | 10,000 | — | $16.86万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $9.24万 | 0.04% | 30,000 | 30,000 | — | $9.24万 | 新建仓 |
| 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 |