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
145 檔
10.0%
Mitchell & Pahl Private Wealth, LLC 在 Q3 2024 季度的美股仓位总计估值为 US$2.7亿，分散于 145 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Mitchell & Pahl Private Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 37 个既有持股进行加仓（合计增持 44 档），相较减仓与清仓仓位显著占优。
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 AAPL, MSFT, UNH 等）合计占整体申报市值的 10.0%，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 | AAPL | Apple Inc | 股票-科技 | 3.25% | +0.08% | +2.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.18% | +8.59% | |
| 3 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.39% | +0.43% | +6.86% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.18% | +0.16% | +894.35% | |
| 5 | LIN | Linde plc | 股票-原材料 | 1.68% | -0.07% | -0.77% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | -0.58% | +7.74% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.63% | -0.07% | +7.04% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 1.61% | — | +5.00% | |
| 9 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.60% | -0.21% | +1.36% | |
| 10 | ECL | Ecolab Inc | 股票-原材料 | 1.48% | -0.03% | -0.86% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.45% | -0.20% | +1.68% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.45% | +0.09% | -0.14% | |
| 13 | WM | Waste Management Inc | 股票-工业 | 1.42% | -0.15% | +0.73% | |
| 14 | AFL | Aflac Inc | 股票-金融 | 1.35% | -0.02% | +0.96% | |
| 15 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.34% | -0.08% | +0.95% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.34% | -0.21% | +2.46% | |
| 17 | MMM | 3m Co | 股票-工业 | 1.33% | +0.04% | +1.08% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | -0.07% | +5.94% | |
| 19 | GD | General Dynamics CORP | 股票-工业 | 1.30% | -0.07% | +29.66% | |
| 20 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.28% | -0.08% | +2.22% | |
| 21 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.26% | — | -0.07% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.24% | +0.47% | +1.65% | |
| 23 | BLKCHF | Blackrock Inc | 股票-其他 | 1.16% | — | +0.35% | |
| 24 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.15% | -0.08% | +3.62% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.13% | -0.16% | +1.30% | |
| 26 | PSX | Phillips 66 | 股票-能源 | 1.13% | -0.23% | +3.14% | |
| 27 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.12% | -0.08% | -0.28% | |
| 28 | IP | International Paper Co | 股票-周期性消费 | 1.09% | +0.02% | +0.22% | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.07% | -0.26% | +2.10% | |
| 30 | SRE | Sempra | 股票-公用事业 | 1.06% | -0.15% | +3.99% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 1.06% | +0.03% | +1.59% | |
| 32 | FICO | Fair Isaac CORP | 股票-科技 | 1.06% | +0.03% | -2.18% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 1.01% | +0.50% | +6.43% | |
| 34 | BX | Blackstone Inc | 股票-金融 | 0.99% | -0.05% | -1.39% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工业 | 0.98% | +0.02% | +3.77% | |
| 36 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.98% | +0.13% | +1.72% | |
| 37 | EMR | Emerson Electric Co | 股票-工业 | 0.97% | +0.01% | +3.78% | |
| 38 | USB | US Bancorp | 股票-金融 | 0.94% | +0.09% | +3.55% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.93% | -0.07% | +7.60% | |
| 40 | ITW | Illinois Tool Works | 股票-工业 | 0.92% | -0.03% | +3.58% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.91% | -0.03% | +0.10% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.91% | -0.13% | +13.20% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.88% | -0.31% | +10.55% | |
| 44 | T | At&t Inc | 股票-通信服务 | 0.87% | -0.35% | +5.82% | |
| 45 | VLO | Valero Energy CORP | 股票-能源 | 0.83% | -0.05% | +3.34% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.81% | -0.16% | +2.62% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.78% | -0.03% | +1.88% | |
| 48 | UBS | UBS Group AG | 股票-金融 | 0.77% | +0.12% | -0.11% | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.75% | +0.05% | +11.84% | |
| 50 | SYY | Sysco CORP | 股票-非周期性消费 | 0.73% | +0.08% | +4.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | +0.4% | NEW | 新建仓 |
| 2 | TEL | TE Connectivity plc | +0.4% | NEW | 新建仓 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | NEW | 新建仓 |
| 4 | MMM | 3m Co | +0.2% | +1.08% | 加仓 |
| 5 | GD | General Dynamics CORP | +0.2% | +29.66% | 加仓 |
| 6 | UNH | Unitedhealth Group Inc | +0.2% | +6.86% | 加仓 |
| 7 | NKE | Nike Inc -cl B | +0.2% | +39.79% | 加仓 |
| 8 | RTX | Rtx CORP | +0.2% | +13.20% | 加仓 |
| 9 | SBUX | Starbucks CORP | +0.2% | +11.84% | 加仓 |
| 10 | AFL | Aflac Inc | +0.1% | +0.96% | 加仓 |
| 11 | SHW | Sherwin-williams Co/the | +0.1% | -0.07% | 减仓 |
| 12 | HD | Home Depot Inc | +0.1% | +5.00% | 加仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建仓 |
| 14 | BA | Boeing Co/the | +0.1% | NEW | 新建仓 |
| 15 | WEC | Wec Energy Group Inc | +0.1% | +3.62% | 加仓 |
| 16 | FICO | Fair Isaac CORP | +0.1% | -2.18% | 减仓 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 18 | NOC | Northrop Grumman CORP | +0.1% | NEW | 新建仓 |
| 19 | XEL | Xcel Energy Inc | +0.1% | +10.28% | 加仓 |
| 20 | MCD | Mcdonald's CORP | +0.1% | +2.46% | 加仓 |
| 21 | NEE | Nextera Energy Inc | +0.1% | +1.68% | 加仓 |
| 22 | BLKCHF | Blackrock Inc | +0.1% | +0.35% | 加仓 |
| 23 | BX | Blackstone Inc | +0.1% | -1.39% | 减仓 |
| 24 | CCI | Crown Castle Inc | +0.1% | +3.91% | 加仓 |
| 25 | PHG | Koninklijke Philips Nvr- Ny | +0.1% | +0.86% | 加仓 |
| 26 | T | At&t Inc | +0.1% | +5.82% | 加仓 |
| 27 | POOL | Pool CORP | +0.1% | +4.51% | 加仓 |
| 28 | JNJ | Johnson & Johnson | +0.1% | +5.94% | 加仓 |
| 29 | APD | Air Products & Chemicals Inc | +0.1% | +2.22% | 加仓 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +6.43% | 加仓 |
| 31 | USB | US Bancorp | +0.1% | +3.55% | 加仓 |
| 32 | AWK | American Water Works Co Inc | +0.1% | +7.66% | 加仓 |
| 33 | KO | Coca-cola Co/the | +0.1% | +10.93% | 加仓 |
| 34 | DOCU | Docusign Inc | +0.1% | +5.19% | 加仓 |
| 35 | ADP | Automatic Data Processing | 0% | +1.59% | 加仓 |
| 36 | ABBV | Abbvie Inc | 0% | -0.14% | 减仓 |
| 37 | AAPL | Apple Inc | 0% | +2.71% | 加仓 |
| 38 | SRE | Sempra | 0% | +3.99% | 加仓 |
| 39 | ITW | Illinois Tool Works | 0% | +3.58% | 加仓 |
| 40 | MDLZ | Mondelez International Inc-a | — | +0.95% | 加仓 |
| 41 | IP | International Paper Co | — | +0.22% | 加仓 |
| 42 | PG | Procter & Gamble Co/the | 0% | +7.04% | 加仓 |
| 43 | VZ | Verizon Communications Inc | 0% | +2.10% | 加仓 |
| 44 | XOM | Exxon Mobil CORP | -0.1% | +7.74% | 加仓 |
| 45 | CMCSA | Comcast Corp-class A | -0.1% | +1.36% | 加仓 |
| 46 | LIN | Linde plc | -0.1% | -0.77% | 减仓 |
| 47 | AVGO | Broadcom Inc | -0.1% | +894.35% | 加仓 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +0.67% | 加仓 |
| 49 | MSFT | Microsoft CORP | -0.3% | +8.59% | 加仓 |
| 50 | TEL | TE Connectivity plc | -0.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Mitchell & Pahl Private Wealth, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.7亿，共申报了 145 个公开持股仓位。
在 Q3 2024 季度，Mitchell & Pahl Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (3.3%)、MSFT (3.2%)、UNH (2.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.3% 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。
本季最大新建仓标的
LMT
市值: US$92.0万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$79.9万
在 Q3 2024 季度中，Mitchell & Pahl Private Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 37 个仓位、减仓 5 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 LMT。 本季清仓仓位包含 TEL。
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。