Mitchell & Pahl Private Wealth, LLC 13F 持仓 · 2026年Q2
Mitchell & Pahl Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 2.72 亿美元。前几大持仓：AAPL（2.98%）、STX（2.76%）、AVGO（2.37%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.1M | 2.98% | 28,025 | 减持 |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.5M | 2.76% | 7,782 | 减持 |
| 3 | AVGO | BROADCOM INC | $6.5M | 2.37% | 17,114 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $5.5M | 2.02% | 14,770 | 增持 |
| 5 | CSCO | CISCO SYS INC | $4.9M | 1.81% | 41,889 | 增持 |
| 6 | JNJ | JOHNSON & JOHNSON | $4.8M | 1.75% | 18,704 | 增持 |
| 7 | TER | TERADYNE INC | $4.6M | 1.68% | 9,440 | 减持 |
| 8 | TXN | TEXAS INSTRS INC | $4.5M | 1.66% | 15,176 | 增持 |
| 9 | GS | GOLDMAN SACHS GROUP INC | $4.5M | 1.65% | 4,454 | 增持 |
| 10 | XOM | EXXON MOBIL CORP | $4.4M | 1.60% | 31,956 | 增持 |
| 11 | LIN | LINDE PLC | $4.2M | 1.53% | 8,043 | 增持 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $4.0M | 1.47% | 9,651 | 增持 |
| 13 | VLO | VALERO ENERGY CORP | $4.0M | 1.47% | 15,370 | 增持 |
| 14 | ABBV | ABBVIE INC | $3.9M | 1.44% | 15,598 | 增持 |
| 15 | ECL | ECOLAB INC | $3.6M | 1.34% | 13,054 | 增持 |
| 16 | NVS | NOVARTIS AG | $3.6M | 1.34% | 23,278 | 增持 |
| 17 | PSX | PHILLIPS 66 | $3.6M | 1.30% | 21,010 | 增持 |
| 18 | GD | GENERAL DYNAMICS CORP | $3.5M | 1.29% | 9,925 | 增持 |
| 19 | MMM | 3M CO | $3.5M | 1.28% | 21,505 | 增持 |
| 20 | NEE | NEXTERA ENERGY INC | $3.5M | 1.28% | 39,829 | 增持 |
| 21 | WM | WASTE MGMT INC DEL | $3.5M | 1.28% | 15,692 | 增持 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.4M | 1.25% | 7,128 | 减持 |
| 23 | HD | HOME DEPOT INC | $3.3M | 1.23% | 9,498 | 增持 |
| 24 | PG | PROCTER & GAMBLE CO | $3.3M | 1.21% | 22,413 | 增持 |
| 25 | AFL | AFLAC INC | $3.2M | 1.19% | 27,589 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR