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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001836506
申报总市值
US$2.7亿
US$2.7亿
143 檔
11.5%
Mitchell & Pahl Private Wealth, LLC 在 Q4 2025 季度的美股仓位总计估值为 US$2.7亿，分散于 143 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Mitchell & Pahl Private Wealth, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
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 AVGO, AAPL, MSFT 等）合计占整体申报市值的 11.5%，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 | AVGO | Broadcom Inc | 股票-科技 | 3.36% | +0.16% | -3.37% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.35% | +0.08% | -1.06% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.18% | -2.76% | |
| 4 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.63% | +0.13% | -1.67% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.60% | -0.58% | +1.16% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.59% | -0.07% | -1.37% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.52% | +0.09% | -1.38% | |
| 8 | MMM | 3m Co | 股票-工业 | 1.43% | +0.04% | +0.04% | |
| 9 | LIN | Linde plc | 股票-原材料 | 1.41% | -0.07% | +1.30% | |
| 10 | WM | Waste Management Inc | 股票-工业 | 1.40% | -0.15% | +1.15% | |
| 11 | ECL | Ecolab Inc | 股票-原材料 | 1.39% | -0.03% | -0.09% | |
| 12 | GD | General Dynamics CORP | 股票-工业 | 1.36% | -0.07% | -0.44% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.34% | +0.43% | -1.88% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.34% | +0.50% | -0.92% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.31% | -0.20% | -0.27% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.29% | — | +0.26% | |
| 17 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.28% | -0.08% | -0.32% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.28% | -0.07% | +2.45% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.27% | -0.21% | +0.41% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.24% | +0.05% | +107.14% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.21% | -0.08% | -1.41% | |
| 22 | AFL | Aflac Inc | 股票-金融 | 1.20% | -0.02% | -0.22% | |
| 23 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.17% | -0.08% | -0.12% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.14% | -0.21% | +1.45% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 1.14% | -0.13% | -1.15% | |
| 26 | PSX | Phillips 66 | 股票-能源 | 1.11% | -0.23% | +2.12% | |
| 27 | SRE | Sempra | 股票-公用事业 | 1.11% | -0.15% | -0.75% | |
| 28 | EMR | Emerson Electric Co | 股票-工业 | 1.10% | +0.01% | -0.04% | |
| 29 | USB | US Bancorp | 股票-金融 | 1.10% | +0.09% | +0.99% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.10% | -0.07% | +0.89% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.07% | +0.47% | +1.88% | |
| 32 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.06% | +1.50% | -4.14% | |
| 33 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.05% | — | +1.59% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.02% | -0.16% | +0.99% | |
| 35 | VLO | Valero Energy CORP | 股票-能源 | 1.00% | -0.05% | -0.50% | |
| 36 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.00% | -0.26% | +3.40% | |
| 37 | UBS | UBS Group AG | 股票-金融 | 0.99% | +0.12% | -3.56% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.97% | -0.08% | -1.74% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.97% | -0.08% | +1.21% | |
| 40 | CB | Chubb Limited | 股票-金融 | 0.97% | -0.03% | +1.21% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.95% | +0.26% | -4.67% | |
| 42 | T | At&t Inc | 股票-通信服务 | 0.95% | -0.35% | +1.38% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.95% | +0.03% | +3.77% | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.91% | -0.03% | +0.54% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.31% | +0.55% | |
| 46 | ITW | Illinois Tool Works | 股票-工业 | 0.90% | -0.03% | +3.46% | |
| 47 | IP | International Paper Co | 股票-周期性消费 | 0.89% | +0.02% | +4.11% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.84% | +0.02% | +1.50% | |
| 49 | TER | Teradyne Inc | 股票-科技 | 0.80% | +0.54% | -2.86% | |
| 50 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.80% | -0.05% | +0.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +0.7% | +107.14% | 加仓 |
| 2 | TER | Teradyne Inc | +0.2% | -2.86% | 减仓 |
| 3 | AAPL | Apple Inc | +0.2% | -1.06% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.1% | -2.51% | 减仓 |
| 5 | UPS | United Parcel Service-cl B | +0.1% | +1.50% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.1% | -1.37% | 减仓 |
| 7 | CSCO | Cisco Systems Inc | +0.1% | -0.92% | 减仓 |
| 8 | AMGN | Amgen Inc | +0.1% | +0.54% | 加仓 |
| 9 | GS | Goldman Sachs Group Inc | +0.1% | -1.67% | 减仓 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +1.16% | 加仓 |
| 11 | USB | US Bancorp | +0.1% | +0.99% | 加仓 |
| 12 | STX | Seagate Technology Holdings plc | +0.1% | -4.14% | 减仓 |
| 13 | CB | Chubb Limited | +0.1% | +1.21% | 加仓 |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -0.58% | 减仓 |
| 15 | CRL | Charles River Laboratories | +0.1% | -0.51% | 减仓 |
| 16 | RTX | Rtx CORP | +0.1% | -1.15% | 减仓 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -1.66% | 减仓 |
| 18 | IHG | Intercontinental Hotels-adr | +0.1% | -1.62% | 减仓 |
| 19 | JKHY | Jack Henry & Associates Inc | +0.1% | -0.28% | 减仓 |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.32% | 减仓 |
| 21 | UBS | UBS Group AG | +0.1% | -3.56% | 减仓 |
| 22 | TGT | Target CORP | +0.1% | +4.61% | 加仓 |
| 23 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -1.28% | 减仓 |
| 24 | NEE | Nextera Energy Inc | +0.1% | -0.27% | 减仓 |
| 25 | MTDR | Matador Resources Co | +0.1% | +28.93% | 加仓 |
| 26 | FICO | Fair Isaac CORP | +0.1% | -0.53% | 减仓 |
| 27 | TELFY | Telefonica Sa-spon Adr | -0.1% | -2.06% | 减仓 |
| 28 | XEL | Xcel Energy Inc | -0.1% | +0.40% | 加仓 |
| 29 | SYY | Sysco CORP | -0.1% | +2.29% | 加仓 |
| 30 | IBKR | Interactive Brokers Gro-cl A | -0.1% | -3.93% | 减仓 |
| 31 | BX | Blackstone Inc | -0.1% | -0.22% | 减仓 |
| 32 | ADP | Automatic Data Processing | -0.1% | +3.77% | 加仓 |
| 33 | UNH | Unitedhealth Group Inc | -0.1% | -1.88% | 减仓 |
| 34 | IP | International Paper Co | -0.1% | +4.11% | 加仓 |
| 35 | POOL | Pool CORP | -0.1% | -1.77% | 减仓 |
| 36 | WEC | Wec Energy Group Inc | -0.1% | -0.12% | 减仓 |
| 37 | T | At&t Inc | -0.1% | +1.38% | 加仓 |
| 38 | BLK | Blackrock Inc | -0.1% | -1.41% | 减仓 |
| 39 | APD | Air Products & Chemicals Inc | -0.1% | -1.74% | 减仓 |
| 40 | LIN | Linde plc | -0.2% | +1.30% | 加仓 |
| 41 | MDLZ | Mondelez International Inc-a | -0.2% | +1.21% | 加仓 |
| 42 | HD | Home Depot Inc | -0.2% | +0.26% | 加仓 |
| 43 | MSFT | Microsoft CORP | -0.4% | -2.76% | 减仓 |
| 44 | UL | Unilever PLC | — | EXIT | 清仓 |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 46 | BANF | Bancfirst CORP | — | NEW | 新建仓 |
| 47 | TTE | TotalEnergies SE | — | NEW | 新建仓 |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |
| 49 | PFE | Pfizer Inc | — | EXIT | 清仓 |
| 50 | MRSH | Marsh & Mclennan Cos | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Mitchell & Pahl Private Wealth, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.7亿，共申报了 143 个公开持股仓位。
在 Q4 2025 季度，Mitchell & Pahl Private Wealth, LLC 按市值排列的前三大核心持股分别为：AVGO (3.4%)、AAPL (3.4%)、MSFT (3.0%)。其中最大持股仓位 AVGO 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。
本季最大新建仓标的
UL
市值: US$111.8万
本季最大获利了结 / 清仓标的
UL
前期市值: US$113.3万
在 Q4 2025 季度中，Mitchell & Pahl Private Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 16 个仓位、减仓 27 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
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。