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 |
|---|---|---|---|---|---|---|---|---|
| JKHY | HENRY JACK & ASSOC INC | $88.05万 | 0.32% | 6,392 | 413 | 6.9% | $5.69万 | 加仓 |
| SONY | SONY GROUP CORP | $86.00万 | 0.32% | 42,871 | 1,303 | 3.1% | $2.61万 | 加仓 |
| NVO | NOVO-NORDISK A S | $85.40万 | 0.31% | 17,814 | 711 | 4.2% | $3.41万 | 加仓 |
| COO | COOPER COS INC | $84.24万 | 0.31% | 11,747 | 773 | 7.0% | $5.54万 | 加仓 |
| POOL | POOL CORP | $84.11万 | 0.31% | 3,914 | 259 | 7.1% | $5.57万 | 加仓 |
| UNP | UNION PAC CORP | $82.58万 | 0.30% | 3,036 | -60 | -1.9% | -$1.63万 | 减仓 |
| NUE | NUCOR CORP | $81.91万 | 0.30% | 3,677 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $81.23万 | 0.30% | 5,271 | 215 | 4.3% | $3.31万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $79.09万 | 0.29% | 12,576 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $78.32万 | 0.29% | 9,257 | -152 | -1.6% | -$1.29万 | 减仓 |
| CHE | CHEMED CORP NEW | $77.50万 | 0.28% | 1,664 | 74 | 4.7% | $3.45万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $76.47万 | 0.28% | 6,684 | 593 | 9.7% | $6.78万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $73.81万 | 0.27% | 1,437 | -31 | -2.1% | -$1.59万 | 减仓 |
| RELX | RELX PLC | $72.47万 | 0.27% | 22,883 | 742 | 3.4% | $2.35万 | 加仓 |
| BCE | BCE INC | $71.34万 | 0.26% | 33,167 | 1,469 | 4.6% | $3.16万 | 加仓 |
| CPRT | COPART INC | $70.94万 | 0.26% | 25,164 | 1,419 | 6.0% | $4.00万 | 加仓 |
| DEO | DIAGEO PLC | $68.13万 | 0.25% | 8,476 | 365 | 4.5% | $2.93万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $68.06万 | 0.25% | 2,958 | 166 | 5.9% | $3.82万 | 加仓 |
| EFX | EQUIFAX INC | $66.81万 | 0.25% | 4,209 | 276 | 7.0% | $4.38万 | 加仓 |
| BANF | BANCFIRST CORP | $63.36万 | 0.23% | 5,701 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $63.19万 | 0.23% | 4,641 | 299 | 6.9% | $4.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.35万 | 0.23% | 1,226 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $60.08万 | 0.22% | 2,440 | -39 | -1.6% | -$9,603 | 减仓 |
| EXPO | EXPONENT INC | $59.84万 | 0.22% | 10,184 | 1,037 | 11.3% | $6.09万 | 加仓 |
| AMZN | AMAZON COM INC | $58.39万 | 0.21% | 2,450 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $57.30万 | 0.21% | 252 | 252 | — | $57.30万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $51.45万 | 0.19% | 3,256 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $51.19万 | 0.19% | 6,869 | -164 | -2.3% | -$1.22万 | 减仓 |
| BA | BOEING CO | $49.94万 | 0.18% | 2,307 | 252 | 12.3% | $5.46万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $49.05万 | 0.18% | 768 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $49.03万 | 0.18% | 1,498 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $48.45万 | 0.18% | 8,937 | -158 | -1.7% | -$8,565 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $42.54万 | 0.16% | 13,307 | -397 | -2.9% | -$1.27万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $40.86万 | 0.15% | 2,498 | -31 | -1.2% | -$5,071 | 减仓 |
| KLAC | KLA CORP | $37.71万 | 0.14% | 1,250 | 1,250 | — | $37.71万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.06万 | 0.14% | 1,318 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $34.58万 | 0.13% | 4,714 | -87 | -1.8% | -$6,382 | 减仓 |
| TTE | TOTALENERGIES SE | $34.06万 | 0.13% | 4,380 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $32.70万 | 0.12% | 915 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $31.42万 | 0.12% | 617 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $28.76万 | 0.11% | 7,100 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.81万 | 0.10% | 3,427 | -86 | -2.4% | -$6,980 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.55万 | 0.10% | 7,222 | 7,222 | — | $26.55万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $25.86万 | 0.09% | 3,261 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $25.45万 | 0.09% | 1,309 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $25.30万 | 0.09% | 874 | 874 | — | $25.30万 | 新建仓 |
| ZTS | ZOETIS INC | $23.53万 | 0.09% | 3,274 | -65 | -1.9% | -$4,671 | 减仓 |
| LLY | ELI LILLY & CO | $21.59万 | 0.08% | 180 | 180 | — | $21.59万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $13.86万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$9.24万 | 清仓 |