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
146 檔
10.3%
根据最新整理的 13F 季度数据集，Mitchell & Pahl Private Wealth, LLC 于 Q4 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 146 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 2 个新仓位，并对 36 个既有持股进行加仓（合计增持 38 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, AVGO 等）合计占整体申报市值的 10.3%，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 | 3.52% | +0.08% | +0.47% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -0.18% | -0.98% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.80% | +0.16% | -4.65% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.09% | +0.43% | +0.44% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.61% | -0.07% | +1.22% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 1.57% | — | +1.16% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | -0.58% | +1.29% | |
| 8 | LIN | Linde plc | 股票-原材料 | 1.52% | -0.07% | +2.70% | |
| 9 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.50% | -0.21% | +3.53% | |
| 10 | WM | Waste Management Inc | 股票-工业 | 1.42% | -0.15% | +2.14% | |
| 11 | ECL | Ecolab Inc | 股票-原材料 | 1.40% | -0.03% | +2.58% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.36% | +0.09% | +3.72% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.34% | -0.21% | +4.77% | |
| 14 | MMM | 3m Co | 股票-工业 | 1.31% | +0.04% | +3.63% | |
| 15 | BLK | Blackrock Inc | 股票-金融 | 1.30% | -0.08% | — | |
| 16 | AFL | Aflac Inc | 股票-金融 | 1.29% | -0.02% | +3.12% | |
| 17 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.29% | -0.08% | +3.11% | |
| 18 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.27% | -0.20% | +2.57% | |
| 19 | IP | International Paper Co | 股票-周期性消费 | 1.25% | +0.02% | +3.40% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | -0.07% | +4.24% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.21% | -0.16% | +3.65% | |
| 22 | GD | General Dynamics CORP | 股票-工业 | 1.19% | -0.07% | +5.10% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.18% | +0.13% | +3.67% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.18% | +0.03% | +4.65% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.17% | — | +3.74% | |
| 26 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.17% | -0.08% | +3.25% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | +0.50% | +3.65% | |
| 28 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.17% | -0.08% | +6.75% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 1.16% | +0.47% | +2.80% | |
| 30 | SRE | Sempra | 股票-公用事业 | 1.16% | -0.15% | +3.93% | |
| 31 | EMR | Emerson Electric Co | 股票-工业 | 1.15% | +0.01% | +4.29% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.11% | -0.07% | +3.07% | |
| 33 | FICO | Fair Isaac CORP | 股票-科技 | 1.08% | +0.03% | -0.17% | |
| 34 | BX | Blackstone Inc | 股票-金融 | 1.05% | -0.05% | -5.84% | |
| 35 | PSX | Phillips 66 | 股票-能源 | 1.03% | -0.23% | +5.59% | |
| 36 | USB | US Bancorp | 股票-金融 | 1.02% | +0.09% | +3.81% | |
| 37 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.01% | -0.26% | +5.77% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.01% | -0.08% | +5.81% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工业 | 0.99% | +0.02% | +8.06% | |
| 40 | T | At&t Inc | 股票-通信服务 | 0.94% | -0.35% | +4.30% | |
| 41 | ITW | Illinois Tool Works | 股票-工业 | 0.93% | -0.03% | +4.78% | |
| 42 | CB | Chubb Limited | 股票-金融 | 0.93% | -0.03% | +6.38% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.91% | -0.31% | +4.83% | |
| 44 | DOCU | Docusign Inc | 股票-科技 | 0.88% | -0.05% | +1.67% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.84% | -0.13% | -3.06% | |
| 46 | APO | Apollo Global Management Inc | 股票-金融 | 0.82% | -0.02% | -7.34% | |
| 47 | VLO | Valero Energy CORP | 股票-能源 | 0.81% | -0.05% | +7.98% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.80% | -0.16% | +11.14% | |
| 49 | UBS | UBS Group AG | 股票-金融 | 0.78% | +0.12% | +4.09% | |
| 50 | SYY | Sysco CORP | 股票-非周期性消费 | 0.77% | +0.08% | +7.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.3% | NEW | 新建仓 |
| 2 | AVGO | Broadcom Inc | +0.6% | -4.65% | 减仓 |
| 3 | DOCU | Docusign Inc | +0.3% | +1.67% | 加仓 |
| 4 | AAPL | Apple Inc | +0.3% | +0.47% | 加仓 |
| 5 | GS | Goldman Sachs Group Inc | +0.2% | +3.67% | 加仓 |
| 6 | DIS | Walt Disney Co/the | +0.2% | +3.07% | 加仓 |
| 7 | EMR | Emerson Electric Co | +0.2% | +4.29% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | NEW | 新建仓 |
| 9 | CSCO | Cisco Systems Inc | +0.2% | +3.65% | 加仓 |
| 10 | IP | International Paper Co | +0.2% | +3.40% | 加仓 |
| 11 | APO | Apollo Global Management Inc | +0.2% | -7.34% | 减仓 |
| 12 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +1.49% | 加仓 |
| 13 | ADP | Automatic Data Processing | +0.1% | +4.65% | 加仓 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.76% | 加仓 |
| 15 | SRE | Sempra | +0.1% | +3.93% | 加仓 |
| 16 | IHG | Intercontinental Hotels-adr | +0.1% | +1.65% | 加仓 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +3.65% | 加仓 |
| 18 | USB | US Bancorp | +0.1% | +3.81% | 加仓 |
| 19 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +5.12% | 加仓 |
| 20 | PPG | Ppg Industries Inc | -0.1% | -4.37% | 减仓 |
| 21 | PFE | Pfizer Inc | -0.1% | -35.24% | 减仓 |
| 22 | ZTS | Zoetis Inc | -0.1% | -4.03% | 减仓 |
| 23 | SMG | Scotts Miracle-gro Co | -0.1% | +6.23% | 加仓 |
| 24 | NDSN | Nordson CORP | -0.1% | +7.62% | 加仓 |
| 25 | ECL | Ecolab Inc | -0.1% | +2.58% | 加仓 |
| 26 | PII | Polaris Inc | -0.1% | +10.55% | 加仓 |
| 27 | TXN | Texas Instruments Inc | -0.1% | +2.80% | 加仓 |
| 28 | FCX | Freeport-mcmoran Inc | -0.1% | -1.43% | 减仓 |
| 29 | LMT | Lockheed Martin CORP | -0.1% | -1.08% | 减仓 |
| 30 | CCI | Crown Castle Inc | -0.1% | +15.89% | 加仓 |
| 31 | ABBV | Abbvie Inc | -0.1% | +3.72% | 加仓 |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | +3.74% | 加仓 |
| 33 | MSFT | Microsoft CORP | -0.1% | -0.98% | 减仓 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +4.24% | 加仓 |
| 35 | KO | Coca-cola Co/the | -0.1% | -3.78% | 减仓 |
| 36 | PHG | Koninklijke Philips Nvr- Ny | -0.1% | +6.57% | 加仓 |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | +3.53% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | -0.1% | -4.69% | 减仓 |
| 39 | PSX | Phillips 66 | -0.1% | +5.59% | 加仓 |
| 40 | BCE | Bce Inc | -0.1% | +3.32% | 加仓 |
| 41 | XOM | Exxon Mobil CORP | -0.1% | +1.29% | 加仓 |
| 42 | NVS | Novartis Ag-sponsored Adr | -0.1% | +5.81% | 加仓 |
| 43 | GD | General Dynamics CORP | -0.1% | +5.10% | 加仓 |
| 44 | STX | Seagate Technology Holdings plc | -0.1% | -1.57% | 减仓 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +3.48% | 加仓 |
| 46 | LIN | Linde plc | -0.2% | +2.70% | 加仓 |
| 47 | MDLZ | Mondelez International Inc-a | -0.2% | +6.75% | 加仓 |
| 48 | NEE | Nextera Energy Inc | -0.2% | +2.57% | 加仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | +0.44% | 加仓 |
| 50 | BLKCHF | Blackrock Inc | -1.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Mitchell & Pahl Private Wealth, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$2.7亿，共申报了 146 个公开持股仓位。
在 Q4 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 (3.5%)、MSFT (3.1%)、AVGO (2.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.5% 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
BLK
市值: US$277.4万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$248.2万
在 Q4 2024 季度中，Mitchell & Pahl Private Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 36 个仓位、减仓 11 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。