13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001836506
申報總市值
US$2.7億
US$2.7億
144 檔
10.3%
在 Q2 2025 申報期間，Mitchell & Pahl Private Wealth, LLC（CIK: 0001836506）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.7億，共持有 144 個公開申報部位。
Mitchell & Pahl Private Wealth, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 43 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Mitchell & Pahl Private Wealth, LLC 的前 5 大核心持股（包含 MSFT, AVGO, AAPL 等）合計佔整體申報市值的 10.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -0.18% | +0.58% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.99% | +0.16% | -1.85% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.74% | +0.08% | +1.90% | |
| 4 | LIN | Linde plc | 股票-原物料 | 1.63% | -0.07% | +0.79% | |
| 5 | WM | Waste Management Inc | 股票-工業 | 1.54% | -0.15% | +0.81% | |
| 6 | ECL | Ecolab Inc | 股票-原物料 | 1.52% | -0.03% | +1.07% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.51% | -0.58% | +1.87% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.47% | -0.07% | +1.72% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 1.46% | — | +2.26% | |
| 10 | MMM | 3m Co | 股票-工業 | 1.45% | +0.04% | +1.21% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.44% | +0.13% | +2.79% | |
| 12 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.42% | -0.21% | +2.35% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.34% | +0.09% | +2.57% | |
| 14 | TXN | Texas Instruments Inc | 股票-科技 | 1.33% | +0.47% | +5.31% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.30% | +0.50% | +2.25% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 1.29% | -0.08% | +3.52% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.29% | -0.21% | +1.94% | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.28% | -0.08% | +1.40% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.27% | +0.43% | +3.79% | |
| 20 | GD | General Dynamics CORP | 股票-工業 | 1.27% | -0.07% | +2.02% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | -0.07% | +2.09% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.26% | -0.07% | +3.96% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.24% | -0.16% | +1.00% | |
| 24 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.23% | -0.08% | +1.38% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.23% | -0.02% | +1.74% | |
| 26 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.21% | -0.08% | +2.75% | |
| 27 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.21% | -0.08% | +1.44% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.20% | -0.20% | +2.79% | |
| 29 | EMR | Emerson Electric Co | 股票-工業 | 1.19% | +0.01% | +3.98% | |
| 30 | T | At&t Inc | 股票-通訊服務 | 1.17% | -0.35% | +2.28% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 1.16% | +0.03% | +1.72% | |
| 32 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.16% | — | +1.66% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.09% | -0.26% | +1.97% | |
| 34 | IP | International Paper Co | 股票-循環性消費 | 1.08% | +0.02% | +3.07% | |
| 35 | PSX | Phillips 66 | 股票-能源 | 1.07% | -0.23% | +5.08% | |
| 36 | SRE | Sempra | 股票-公用事業 | 1.02% | -0.15% | +3.83% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.98% | +0.09% | +4.28% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.98% | -0.13% | -1.55% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.94% | -0.03% | +2.55% | |
| 40 | ITW | Illinois Tool Works | 股票-工業 | 0.92% | -0.03% | +2.95% | |
| 41 | VLO | Valero Energy CORP | 股票-能源 | 0.90% | -0.05% | +5.95% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.31% | +4.98% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.85% | +0.02% | +6.02% | |
| 44 | BX | Blackstone Inc | 股票-金融 | 0.84% | -0.05% | -1.66% | |
| 45 | UBS | UBS Group AG | 股票-金融 | 0.82% | +0.12% | +1.71% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.82% | -0.03% | +4.69% | |
| 47 | SYY | Sysco CORP | 股票-非循環性消費 | 0.81% | +0.08% | +3.67% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.81% | +0.26% | +2.01% | |
| 49 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.79% | +0.05% | +6.04% | |
| 50 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.77% | -0.05% | +3.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -1.85% | 減碼 |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.58% | 加碼 |
| 3 | GS | Goldman Sachs Group Inc | +0.3% | +2.79% | 加碼 |
| 4 | DIS | Walt Disney Co/the | +0.2% | +3.96% | 加碼 |
| 5 | STX | Seagate Technology Holdings plc | +0.2% | -0.11% | 減碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.01% | 加碼 |
| 7 | EMR | Emerson Electric Co | +0.2% | +3.98% | 加碼 |
| 8 | TXN | Texas Instruments Inc | +0.2% | +5.31% | 加碼 |
| 9 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +317.87% | 加碼 |
| 10 | TT | Trane Technologies plc | +0.1% | +2.40% | 加碼 |
| 11 | NKE | Nike Inc -cl B | +0.1% | +13.39% | 加碼 |
| 12 | ELAN | Elanco Animal Health Inc | +0.1% | +16.91% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +2.25% | 加碼 |
| 14 | BLK | Blackrock Inc | +0.1% | +3.52% | 加碼 |
| 15 | LHX | L3harris Technologies Inc | +0.1% | +18.49% | 加碼 |
| 16 | ASML | ASML Holding N.V. | +0.1% | +4.93% | 加碼 |
| 17 | SMG | Scotts Miracle-gro Co | +0.1% | +14.01% | 加碼 |
| 18 | JNJ | Johnson & Johnson | +0.1% | — | 不變 |
| 19 | TER | Teradyne Inc | +0.1% | +13.39% | 加碼 |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.1% | +1.44% | 加碼 |
| 21 | USB | US Bancorp | +0.1% | +4.28% | 加碼 |
| 22 | SRE | Sempra | +0.1% | +3.83% | 加碼 |
| 23 | UBS | UBS Group AG | +0.1% | +1.71% | 加碼 |
| 24 | SAP | Sap Se-sponsored Adr | +0.1% | +1.05% | 加碼 |
| 25 | BTI | British American Tob-sp Adr | +0.1% | +1.71% | 加碼 |
| 26 | NTR | Nutrien LTD | +0.1% | +5.23% | 加碼 |
| 27 | TEL | TE Connectivity plc | +0.1% | — | 不變 |
| 28 | GD | General Dynamics CORP | 0% | +2.02% | 加碼 |
| 29 | NGG | National Grid Plc-sp Adr | 0% | +4.48% | 加碼 |
| 30 | NDSN | Nordson CORP | 0% | +7.90% | 加碼 |
| 31 | TELFY | Telefonica Sa-spon Adr | 0% | +4.78% | 加碼 |
| 32 | RTX | Rtx CORP | 0% | -1.55% | 減碼 |
| 33 | BAC | Bank Of America CORP | 0% | -2.16% | 減碼 |
| 34 | EFX | Equifax Inc | 0% | +8.43% | 加碼 |
| 35 | ECL | Ecolab Inc | 0% | +1.07% | 加碼 |
| 36 | VLO | Valero Energy CORP | 0% | +5.95% | 加碼 |
| 37 | COST | Costco Wholesale CORP | — | +1.00% | 加碼 |
| 38 | MMM | 3m Co | 0% | +1.21% | 加碼 |
| 39 | T | At&t Inc | 0% | +2.28% | 加碼 |
| 40 | AMGN | Amgen Inc | -0.1% | +4.69% | 加碼 |
| 41 | SNY | Sanofi-adr | -0.1% | EXIT | 清倉 |
| 42 | MCD | Mcdonald's CORP | -0.1% | +1.94% | 加碼 |
| 43 | CVX | Chevron CORP | -0.2% | +4.98% | 加碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | +2.09% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | +1.72% | 加碼 |
| 46 | IP | International Paper Co | -0.2% | +3.07% | 加碼 |
| 47 | ABBV | Abbvie Inc | -0.2% | +2.57% | 加碼 |
| 48 | XOM | Exxon Mobil CORP | -0.2% | +1.87% | 加碼 |
| 49 | AAPL | Apple Inc | -0.3% | +1.90% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.9% | +3.79% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mitchell & Pahl Private Wealth, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 144 個公開持股部位。
在 Q2 2025 季度，Mitchell & Pahl Private Wealth, LLC 按市值排列的前三大核心持股分別為：MSFT (3.5%)、AVGO (3.0%)、AAPL (2.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大獲利了結 / 清倉標的
SNY
前期市值: US$22.9萬
在 Q2 2025 季度中，Mitchell & Pahl Private Wealth, LLC 共進行了 48 項持倉異動，包含新建倉 0 個部位、加碼 43 個部位、減碼 4 個部位以及清倉 1 個部位。 本季清倉部位包含 SNY。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。