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
145 檔
10.3%
Q1 2026 季度申报显示，Mitchell & Pahl Private Wealth, LLC 披露的美股组合总市值为 US$2.7亿，涵盖 145 个不同之权益投资仓位。
Mitchell & Pahl Private Wealth, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 72 档持股的同时，亦同步清仓 2 档并减仓 63 档标的。
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, AVGO, MSFT 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 | 2.90% | +0.08% | -5.11% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.22% | +0.16% | -24.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.18% | -2.87% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.18% | -0.58% | -0.96% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.82% | -0.07% | -0.86% | |
| 6 | LIN | Linde plc | 股票-原材料 | 1.60% | -0.07% | -0.03% | |
| 7 | PSX | Phillips 66 | 股票-能源 | 1.53% | -0.23% | +0.03% | |
| 8 | VLO | Valero Energy CORP | 股票-能源 | 1.52% | -0.05% | +2.50% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.52% | +0.13% | -1.38% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.48% | -0.20% | +0.02% | |
| 11 | WM | Waste Management Inc | 股票-工业 | 1.43% | -0.15% | — | |
| 12 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.42% | -0.08% | +2.60% | |
| 13 | ECL | Ecolab Inc | 股票-原材料 | 1.37% | -0.03% | -0.16% | |
| 14 | GD | General Dynamics CORP | 股票-工业 | 1.36% | -0.07% | -0.15% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.35% | +0.09% | -4.83% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.31% | +0.50% | -0.58% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.28% | -0.07% | +1.44% | |
| 18 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.27% | -0.08% | +1.19% | |
| 19 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.26% | +1.50% | -14.59% | |
| 20 | SRE | Sempra | 股票-公用事业 | 1.25% | -0.15% | +4.62% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.31% | +4.61% | |
| 22 | MMM | 3m Co | 股票-工业 | 1.24% | +0.04% | -1.97% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.23% | — | +2.23% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.21% | -0.16% | +4.54% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.21% | -0.02% | +3.03% | |
| 26 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.19% | -0.26% | -1.45% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 1.19% | +0.47% | +0.96% | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.18% | -0.08% | +5.11% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.17% | -0.21% | -7.30% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 1.17% | -0.13% | -0.07% | |
| 31 | TER | Teradyne Inc | 股票-科技 | 1.14% | +0.54% | -5.02% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.12% | -0.21% | +4.84% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 1.09% | +0.01% | +2.19% | |
| 34 | USB | US Bancorp | 股票-金融 | 1.08% | +0.09% | +3.04% | |
| 35 | BLK | Blackrock Inc | 股票-金融 | 1.08% | -0.08% | +1.28% | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.08% | -0.08% | +5.75% | |
| 37 | T | At&t Inc | 股票-通信服务 | 1.07% | -0.35% | -1.21% | |
| 38 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.06% | — | +4.27% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.04% | +0.43% | -3.43% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 1.03% | +0.05% | -5.01% | |
| 41 | CB | Chubb Limited | 股票-金融 | 1.02% | -0.03% | +3.31% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.99% | +0.26% | -4.94% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.99% | -0.03% | +3.05% | |
| 44 | ITW | Illinois Tool Works | 股票-工业 | 0.95% | -0.03% | +2.10% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.93% | -0.07% | +1.90% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.91% | -0.16% | +8.55% | |
| 47 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.90% | -0.05% | +6.91% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.88% | +0.02% | +8.79% | |
| 49 | TGT | Target CORP | 股票-周期性消费 | 0.88% | — | +12.68% | |
| 50 | IP | International Paper Co | 股票-周期性消费 | 0.83% | +0.02% | +5.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | -0.96% | 减仓 |
| 2 | VLO | Valero Energy CORP | +0.5% | +2.50% | 加仓 |
| 3 | PSX | Phillips 66 | +0.4% | +0.03% | 加仓 |
| 4 | CVX | Chevron CORP | +0.4% | +4.61% | 加仓 |
| 5 | TER | Teradyne Inc | +0.3% | -5.02% | 减仓 |
| 6 | TGT | Target CORP | +0.2% | +12.68% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.86% | 减仓 |
| 8 | APD | Air Products & Chemicals Inc | +0.2% | +5.11% | 加仓 |
| 9 | SU | Suncor Energy Inc | +0.2% | +0.79% | 加仓 |
| 10 | STX | Seagate Technology Holdings plc | +0.2% | -14.59% | 减仓 |
| 11 | MTDR | Matador Resources Co | +0.2% | +1.33% | 加仓 |
| 12 | LIN | Linde plc | +0.2% | -0.03% | 减仓 |
| 13 | VZ | Verizon Communications Inc | +0.2% | -1.45% | 减仓 |
| 14 | COST | Costco Wholesale CORP | +0.2% | +4.54% | 加仓 |
| 15 | NEE | Nextera Energy Inc | +0.2% | +0.02% | 加仓 |
| 16 | NVS | Novartis Ag-sponsored Adr | +0.1% | +2.60% | 加仓 |
| 17 | SRE | Sempra | +0.1% | +4.62% | 加仓 |
| 18 | BP | Bp Plc-spons Adr | +0.1% | +5.61% | 加仓 |
| 19 | TMUS | T-mobile US Inc | +0.1% | +23.57% | 加仓 |
| 20 | T | At&t Inc | +0.1% | -1.21% | 减仓 |
| 21 | TXN | Texas Instruments Inc | +0.1% | +0.96% | 加仓 |
| 22 | PEP | Pepsico Inc | +0.1% | +8.55% | 加仓 |
| 23 | MDLZ | Mondelez International Inc-a | +0.1% | +5.75% | 加仓 |
| 24 | ASML | ASML Holding N.V. | +0.1% | -2.73% | 减仓 |
| 25 | WEC | Wec Energy Group Inc | +0.1% | +1.19% | 加仓 |
| 26 | AWK | American Water Works Co Inc | +0.1% | +13.09% | 加仓 |
| 27 | XEL | Xcel Energy Inc | +0.1% | +6.91% | 加仓 |
| 28 | LMT | Lockheed Martin CORP | +0.1% | +6.09% | 加仓 |
| 29 | SBUX | Starbucks CORP | +0.1% | +7.40% | 加仓 |
| 30 | AMGN | Amgen Inc | +0.1% | +3.05% | 加仓 |
| 31 | NTR | Nutrien LTD | +0.1% | +2.06% | 加仓 |
| 32 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +0.16% | 加仓 |
| 33 | WMB | Williams Cos Inc | +0.1% | -2.04% | 减仓 |
| 34 | TDY | Teledyne Technologies Inc | +0.1% | -0.49% | 减仓 |
| 35 | ASX | Ase Technology Holding -adr | +0.1% | -0.43% | 减仓 |
| 36 | CB | Chubb Limited | +0.1% | +3.31% | 加仓 |
| 37 | ITW | Illinois Tool Works | +0.1% | +2.10% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | +0.1% | -0.89% | 减仓 |
| 39 | NOC | Northrop Grumman CORP | +0.1% | +19.11% | 加仓 |
| 40 | UPS | United Parcel Service-cl B | 0% | +8.79% | 加仓 |
| 41 | LHX | L3harris Technologies Inc | 0% | -2.19% | 减仓 |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | -4.94% | 减仓 |
| 43 | NDSN | Nordson CORP | 0% | -0.38% | 减仓 |
| 44 | TTE | TotalEnergies SE | 0% | -0.32% | 减仓 |
| 45 | WM | Waste Management Inc | 0% | — | 不变 |
| 46 | RTX | Rtx CORP | 0% | -0.07% | 减仓 |
| 47 | NGG | National Grid Plc-sp Adr | 0% | +2.34% | 加仓 |
| 48 | FTS | Fortis Inc | 0% | +3.04% | 加仓 |
| 49 | KO | Coca-cola Co/the | 0% | -0.73% | 减仓 |
| 50 | KMI | Kinder Morgan, Inc. | 0% | -1.76% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mitchell & Pahl Private Wealth, LLC 在 Q1 2026 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 Q1 2026 季度，Mitchell & Pahl Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (2.9%)、AVGO (2.2%)、MSFT (2.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 2.9% 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
AZN
市值: US$140.9万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$131.3万
在 Q1 2026 季度中，Mitchell & Pahl Private Wealth, LLC 共进行了 141 项持仓异动，包含新建仓 4 个仓位、加仓 72 个仓位、减仓 63 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
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。