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$2.8億
US$2.8億
149 檔
11.7%
截至 Q2 2026 季度末，Mitchell & Pahl Private Wealth, LLC 的美股持倉估值約為 US$2.8億，全數申報部位共有 149 檔。
在 Q2 2026，Mitchell & Pahl Private Wealth, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 96 個既有持股進行加碼（合計增持 101 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, STX, AVGO）占據了總市值的 11.7%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | 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-醫療保健 | 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-原物料 | 1.53% | -0.12% | +1.12% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 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-醫療保健 | 1.44% | +0.06% | +2.02% | |
| 15 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.34% | -0.12% | +1.51% | |
| 16 | ECL | Ecolab Inc | 股票-原物料 | 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-工業 | 1.29% | -0.06% | +1.94% | |
| 19 | WM | Waste Management Inc | 股票-工業 | 1.28% | -0.08% | +2.11% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.28% | -0.17% | +1.55% | |
| 21 | MMM | 3m Co | 股票-工業 | 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-循環性消費 | 1.23% | -0.21% | +2.77% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.21% | — | +2.89% | |
| 25 | WEC | Wec Energy Group Inc | 股票-公用事業 | 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-公用事業 | 1.10% | -0.15% | +2.35% | |
| 29 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.10% | -0.03% | +2.22% | |
| 30 | EMR | Emerson Electric Co | 股票-工業 | 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-原物料 | 1.06% | -0.04% | +3.06% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.05% | — | +1.97% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 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-非循環性消費 | 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-循環性消費 | 0.96% | -0.09% | +3.89% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 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-通訊服務 | 0.93% | +0.12% | +2.35% | |
| 44 | ITW | Illinois Tool Works | 股票-工業 | 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-通訊服務 | 0.91% | -0.06% | +4.56% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.90% | -0.09% | +3.20% | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.88% | +0.18% | +3.04% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.86% | +0.12% | +3.19% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.86% | -0.05% | +3.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +1.5% | -1.56% | 減碼 |
| 2 | TER | Teradyne Inc | +0.5% | -0.53% | 減碼 |
| 3 | CSCO | Cisco Systems Inc | +0.5% | +0.69% | 加碼 |
| 4 | TXN | Texas Instruments Inc | +0.5% | +0.91% | 加碼 |
| 5 | UNH | Unitedhealth Group Inc | +0.4% | +1.85% | 加碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.72% | 減碼 |
| 7 | ASML | ASML Holding N.V. | +0.3% | +0.38% | 加碼 |
| 8 | SNDK | Sandisk CORP | +0.2% | NEW | 新建倉 |
| 9 | ASX | Ase Technology Holding -adr | +0.2% | -0.93% | 減碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | -3.31% | 減碼 |
| 11 | KLAC | Kla CORP | +0.1% | NEW | 新建倉 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +0.81% | 加碼 |
| 13 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -0.22% | 減碼 |
| 14 | UBS | UBS Group AG | +0.1% | -0.23% | 減碼 |
| 15 | IHG | Intercontinental Hotels-adr | +0.1% | +1.05% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +2.70% | 加碼 |
| 17 | WDC | Western Digital CORP | +0.1% | — | 不變 |
| 18 | EPD | Enterprise Products Partners | +0.1% | NEW | 新建倉 |
| 19 | ABBV | Abbvie Inc | +0.1% | +2.02% | 加碼 |
| 20 | USB | US Bancorp | +0.1% | +2.68% | 加碼 |
| 21 | CRL | Charles River Laboratories | +0.1% | +4.29% | 加碼 |
| 22 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | NEW | 新建倉 |
| 23 | AAPL | Apple Inc | +0.1% | -0.47% | 減碼 |
| 24 | SYY | Sysco CORP | +0.1% | +4.16% | 加碼 |
| 25 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建倉 |
| 26 | LII | Lennox International Inc | +0.1% | +1.59% | 加碼 |
| 27 | BAC | Bank Of America CORP | +0.1% | -0.23% | 減碼 |
| 28 | SBUX | Starbucks CORP | +0.1% | +3.18% | 加碼 |
| 29 | PII | Polaris Inc | +0.1% | +3.35% | 加碼 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +4.16% | 加碼 |
| 31 | NUE | Nucor CORP | +0.1% | — | 不變 |
| 32 | MMM | 3m Co | 0% | +2.25% | 加碼 |
| 33 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +1.09% | 加碼 |
| 34 | TT | Trane Technologies plc | 0% | +0.66% | 加碼 |
| 35 | CHE | Chemed CORP | 0% | +4.65% | 加碼 |
| 36 | ADP | Automatic Data Processing | 0% | +4.24% | 加碼 |
| 37 | NDSN | Nordson CORP | 0% | +3.04% | 加碼 |
| 38 | FICO | Fair Isaac CORP | 0% | +4.30% | 加碼 |
| 39 | UPS | United Parcel Service-cl B | 0% | +3.20% | 加碼 |
| 40 | IP | International Paper Co | 0% | +5.75% | 加碼 |
| 41 | SMG | Scotts Miracle-gro Co | 0% | +4.21% | 加碼 |
| 42 | MET | Metlife Inc | 0% | -1.62% | 減碼 |
| 43 | CARR | Carrier Global CORP | 0% | -1.81% | 減碼 |
| 44 | EMR | Emerson Electric Co | 0% | +2.22% | 加碼 |
| 45 | TDY | Teledyne Technologies Inc | 0% | +2.40% | 加碼 |
| 46 | V | Visa Inc-class A Shares | 0% | -1.52% | 減碼 |
| 47 | POOL | Pool CORP | 0% | +7.09% | 加碼 |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | 不變 |
| 49 | PPG | Ppg Industries Inc | 0% | -1.34% | 減碼 |
| 50 | BA | Boeing Co/the | 0% | +12.26% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mitchell & Pahl Private Wealth, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$2.8億，共申報了 149 個公開持股部位。
在 Q2 2026 季度，Mitchell & Pahl Private Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (3.0%)、STX (2.8%)、AVGO (2.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.0% 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。
本季最大新建倉標的
SNDK
市值: US$57.3萬
本季最大獲利了結 / 清倉標的
ELDN
前期市值: US$9.2萬
在 Q2 2026 季度中，Mitchell & Pahl Private Wealth, LLC 共進行了 130 項持倉異動，包含新建倉 5 個部位、加碼 96 個部位、減碼 28 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SNDK。 本季清倉部位包含 ELDN。
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。