13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001836506
申报总市值
US$2.7亿
US$2.7亿
142 檔
9.0%
根据最新整理的 13F 季度数据集，Mitchell & Pahl Private Wealth, LLC 于 Q2 2024 结束时的管理资产规模为 US$2.7亿。该机构在本季度申报了 142 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024 期间，Mitchell & Pahl Private Wealth, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Mitchell & Pahl Private Wealth, LLC 的前 5 大核心持股（包含 MSFT, AAPL, AVGO 等）合计占整体申报市值的 9.0%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | -0.18% | -1.55% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.24% | +0.08% | -1.03% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.31% | +0.16% | -1.34% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.21% | +0.43% | +0.12% | |
| 5 | LIN | Linde plc | 股票-原材料 | 1.77% | -0.07% | -0.03% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.73% | -0.58% | -0.76% | |
| 7 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.68% | -0.21% | +0.43% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.65% | -0.07% | -0.31% | |
| 9 | WM | Waste Management Inc | 股票-工业 | 1.65% | -0.15% | +0.03% | |
| 10 | ECL | Ecolab Inc | 股票-原材料 | 1.57% | -0.03% | -0.68% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.48% | — | +0.02% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.43% | +0.09% | -1.01% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.36% | -0.20% | -0.79% | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.34% | -0.08% | -0.32% | |
| 15 | PSX | Phillips 66 | 股票-能源 | 1.33% | -0.23% | +0.42% | |
| 16 | TXN | Texas Instruments Inc | 股票-科技 | 1.30% | +0.47% | -0.34% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | -0.07% | +3.46% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.24% | -0.21% | +15.24% | |
| 19 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.23% | -0.08% | -0.13% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.21% | -0.16% | -0.92% | |
| 21 | AFL | Aflac Inc | 股票-金融 | 1.21% | -0.02% | -1.05% | |
| 22 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.18% | -0.08% | -0.20% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.12% | — | +0.17% | |
| 24 | MMM | 3m Co | 股票-工业 | 1.11% | +0.04% | +16.29% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 1.09% | -0.07% | -1.57% | |
| 26 | IP | International Paper Co | 股票-周期性消费 | 1.09% | +0.02% | -0.09% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.09% | -0.26% | +0.04% | |
| 28 | BLKCHF | Blackrock Inc | 股票-其他 | 1.08% | — | +2.12% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 1.08% | +0.02% | +1.15% | |
| 30 | EMR | Emerson Electric Co | 股票-工业 | 1.06% | +0.01% | -1.29% | |
| 31 | SRE | Sempra | 股票-公用事业 | 1.05% | -0.15% | -0.19% | |
| 32 | VLO | Valero Energy CORP | 股票-能源 | 1.05% | -0.05% | -1.50% | |
| 33 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.03% | -0.08% | +0.39% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 1.02% | +0.03% | -0.78% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.01% | -0.07% | +0.95% | |
| 36 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.00% | +0.13% | -0.26% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.50% | +1.12% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.31% | +0.02% | |
| 39 | FICO | Fair Isaac CORP | 股票-科技 | 0.94% | +0.03% | -1.97% | |
| 40 | BX | Blackstone Inc | 股票-金融 | 0.92% | -0.05% | -0.51% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.91% | -0.03% | -1.14% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.91% | +0.05% | -1.83% | |
| 43 | ITW | Illinois Tool Works | 股票-工业 | 0.91% | -0.03% | +0.50% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.89% | +0.09% | -0.34% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.86% | -0.16% | +1.30% | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.84% | -0.03% | +0.26% | |
| 47 | UBS | UBS Group AG | 股票-金融 | 0.83% | +0.12% | -1.00% | |
| 48 | T | At&t Inc | 股票-通信服务 | 0.81% | -0.35% | +2.04% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.75% | -0.13% | -1.52% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.75% | -0.02% | +2.18% |
根据 SEC 官方 Form 13F 申报备案，Mitchell & Pahl Private Wealth, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$2.7亿，共申报了 142 个公开持股仓位。
在 Q2 2024 季度，Mitchell & Pahl Private Wealth, LLC 按市值排列的前三大核心持股分别为：MSFT (3.4%)、AAPL (3.2%)、AVGO (2.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
在 Q2 2024 季度中，Mitchell & Pahl Private Wealth, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。