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$2.8亿
US$2.8亿
149 檔
11.7%
截至 Q2 2026 季度末，Mitchell & Pahl Private Wealth, LLC 的美股持仓估值约为 US$2.8亿，全数申报仓位共有 149 档。
在 Q2 2026，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 5 个新仓位，并对 96 个既有持股进行加仓（合计增持 101 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, STX, AVGO 等）合计占整体申报市值的 11.7%，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 | 2.98% | +0.20% | -0.47% | |
| 2 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.76% | -0.19% | -1.56% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.37% | -0.23% | -3.31% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | +0.75% | +0.90% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 1.81% | -0.19% | +0.69% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.75% | +0.04% | +1.72% | |
| 7 | TER | Teradyne Inc | 股票-科技 | 1.68% | -0.32% | -0.53% | |
| 8 | TXN | Texas Instruments Inc | 股票-科技 | 1.66% | -0.11% | +0.91% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.65% | -0.19% | +0.81% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.60% | -1.60% | EXIT | |
| 11 | LIN | Linde plc | 股票-原材料 | 1.53% | -0.12% | +1.12% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.47% | -0.14% | +1.85% | |
| 13 | VLO | Valero Energy CORP | 股票-能源 | 1.47% | +0.65% | +1.15% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.44% | +0.06% | +2.02% | |
| 15 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.34% | -0.12% | +1.51% | |
| 16 | ECL | Ecolab Inc | 股票-原材料 | 1.34% | -0.02% | +2.66% | |
| 17 | PSX | Phillips 66 | 股票-能源 | 1.30% | +0.62% | +1.56% | |
| 18 | GD | General Dynamics CORP | 股票-工业 | 1.29% | -0.06% | +1.94% | |
| 19 | WM | Waste Management Inc | 股票-工业 | 1.28% | -0.08% | +2.11% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.28% | -0.17% | +1.55% | |
| 21 | MMM | 3m Co | 股票-工业 | 1.28% | +0.04% | +2.25% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.25% | -0.08% | -0.72% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.23% | -0.21% | +2.77% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.21% | — | +2.89% | |
| 25 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.19% | -0.15% | +2.39% | |
| 26 | AFL | Aflac Inc | 股票-金融 | 1.19% | -0.06% | +1.91% | |
| 27 | USB | US Bancorp | 股票-金融 | 1.17% | -0.05% | +2.68% | |
| 28 | SRE | Sempra | 股票-公用事业 | 1.10% | -0.15% | +2.35% | |
| 29 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.10% | -0.03% | +2.22% | |
| 30 | EMR | Emerson Electric Co | 股票-工业 | 1.10% | +0.09% | +2.22% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 1.08% | -0.10% | -0.23% | |
| 32 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.06% | -0.04% | +3.06% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.05% | — | +1.97% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 1.04% | -0.04% | +0.43% | |
| 35 | BLK | Blackrock Inc | 股票-金融 | 1.00% | +0.11% | +2.50% | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.00% | +0.01% | +2.16% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.99% | -0.03% | +2.80% | |
| 38 | ASML | ASML Holding N.V. | 股票-科技 | 0.97% | -0.09% | +0.38% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.96% | -0.09% | +3.89% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.95% | +0.17% | +4.06% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.25% | +4.59% | |
| 42 | UBS | UBS Group AG | 股票-金融 | 0.93% | -0.04% | -0.23% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.93% | +0.12% | +2.35% | |
| 44 | ITW | Illinois Tool Works | 股票-工业 | 0.92% | — | +3.77% | |
| 45 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.91% | -0.03% | -0.22% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.91% | -0.06% | +4.56% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.90% | -0.09% | +3.20% | |
| 48 | TGT | Target CORP | 股票-周期性消费 | 0.88% | +0.18% | +3.04% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.86% | +0.12% | +3.19% | |
| 50 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.86% | -0.05% | +3.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +1.5% | -1.56% | 减仓 |
| 2 | TER | Teradyne Inc | +0.5% | -0.53% | 减仓 |
| 3 | CSCO | Cisco Systems Inc | +0.5% | +0.69% | 加仓 |
| 4 | TXN | Texas Instruments Inc | +0.5% | +0.91% | 加仓 |
| 5 | UNH | Unitedhealth Group Inc | +0.4% | +1.85% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.72% | 减仓 |
| 7 | ASML | ASML Holding N.V. | +0.3% | +0.38% | 加仓 |
| 8 | SNDK | Sandisk CORP | +0.2% | NEW | 新建仓 |
| 9 | ASX | Ase Technology Holding -adr | +0.2% | -0.93% | 减仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | -3.31% | 减仓 |
| 11 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +0.81% | 加仓 |
| 13 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -0.22% | 减仓 |
| 14 | UBS | UBS Group AG | +0.1% | -0.23% | 减仓 |
| 15 | IHG | Intercontinental Hotels-adr | +0.1% | +1.05% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +2.70% | 加仓 |
| 17 | WDC | Western Digital CORP | +0.1% | — | 不变 |
| 18 | EPD | Enterprise Products Partners | +0.1% | NEW | 新建仓 |
| 19 | ABBV | Abbvie Inc | +0.1% | +2.02% | 加仓 |
| 20 | USB | US Bancorp | +0.1% | +2.68% | 加仓 |
| 21 | CRL | Charles River Laboratories | +0.1% | +4.29% | 加仓 |
| 22 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | NEW | 新建仓 |
| 23 | AAPL | Apple Inc | +0.1% | -0.47% | 减仓 |
| 24 | SYY | Sysco CORP | +0.1% | +4.16% | 加仓 |
| 25 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建仓 |
| 26 | LII | Lennox International Inc | +0.1% | +1.59% | 加仓 |
| 27 | BAC | Bank Of America CORP | +0.1% | -0.23% | 减仓 |
| 28 | SBUX | Starbucks CORP | +0.1% | +3.18% | 加仓 |
| 29 | PII | Polaris Inc | +0.1% | +3.35% | 加仓 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +4.16% | 加仓 |
| 31 | NUE | Nucor CORP | +0.1% | — | 不变 |
| 32 | MMM | 3m Co | 0% | +2.25% | 加仓 |
| 33 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +1.09% | 加仓 |
| 34 | TT | Trane Technologies plc | 0% | +0.66% | 加仓 |
| 35 | CHE | Chemed CORP | 0% | +4.65% | 加仓 |
| 36 | ADP | Automatic Data Processing | 0% | +4.24% | 加仓 |
| 37 | NDSN | Nordson CORP | 0% | +3.04% | 加仓 |
| 38 | FICO | Fair Isaac CORP | 0% | +4.30% | 加仓 |
| 39 | UPS | United Parcel Service-cl B | 0% | +3.20% | 加仓 |
| 40 | IP | International Paper Co | 0% | +5.75% | 加仓 |
| 41 | SMG | Scotts Miracle-gro Co | 0% | +4.21% | 加仓 |
| 42 | MET | Metlife Inc | 0% | -1.62% | 减仓 |
| 43 | CARR | Carrier Global CORP | 0% | -1.81% | 减仓 |
| 44 | EMR | Emerson Electric Co | 0% | +2.22% | 加仓 |
| 45 | TDY | Teledyne Technologies Inc | 0% | +2.40% | 加仓 |
| 46 | V | Visa Inc-class A Shares | 0% | -1.52% | 减仓 |
| 47 | POOL | Pool CORP | 0% | +7.09% | 加仓 |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | 不变 |
| 49 | PPG | Ppg Industries Inc | 0% | -1.34% | 减仓 |
| 50 | BA | Boeing Co/the | 0% | +12.26% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mitchell & Pahl Private Wealth, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$2.8亿，共申报了 149 个公开持股仓位。
在 Q2 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 (3.0%)、STX (2.8%)、AVGO (2.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.0% 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
SNDK
市值: US$57.3万
本季最大获利了结 / 清仓标的
ELDN
前期市值: US$9.2万
在 Q2 2026 季度中，Mitchell & Pahl Private Wealth, LLC 共进行了 130 项持仓异动，包含新建仓 5 个仓位、加仓 96 个仓位、减仓 28 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 SNDK。 本季清仓仓位包含 ELDN。
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。