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Carmel Capital Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Carmel Capital Partners, LLC
报告期 2026-03-31 · CIK 0001900481
持仓数
118
前50大市值合计
$233.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 108 项
建仓 13
增持 48
减持 33
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
HD
HOME DEPOT INC
-$6.4M
60,678
+2%
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.3M
20,264
增持
LEN
LENNAR CORP
-$1.2M
158,606
+31%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
SPSB
SPDR SER TR
-$905.0K
0
-100%
建仓
PECO
PHILLIPS EDISON & CO INC
+$615.0K
17,877
清仓
MGK
VANGUARD WORLD FD
-$546.0K
0
-100%
清仓
FTDR
FRONTDOOR INC
-$535.0K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$495.0K
20,211
增持
NKE
NIKE INC
+$488.0K
6,434
+184%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$459.0K
19,300
减持
TRUP
TRUPANION INC
-$431.0K
9,932
-0%
清仓
—
ALLEGHANY CORP MD
-$415.0K
0
-100%
减持
—
DIGITALBRIDGE GROUP INC
-$408.0K
268,724
-4%
清仓
LQD
ISHARES TR
-$398.0K
0
-100%
增持
—
PREFERRED APT CMNTYS INC
+$374.0K
52,484
+1%
减持
SCHW
SCHWAB CHARLES CORP
-$369.0K
14,193
-24%
减持
MU
MICRON TECHNOLOGY INC
-$364.0K
16,423
-7%
清仓
MGV
VANGUARD WORLD FD
-$363.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$343.0K
974
-53%
减持
APG
API GROUP CORP
-$343.0K
69,764
-1%
清仓
JNK
SPDR SER TR
-$338.0K
0
-100%
建仓
RH
RH
+$335.0K
1,027
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$326.0K
25,789
+3%
增持
LKQ
LKQ CORP
-$322.0K
23,187
+1%
建仓
INTC
INTEL CORP
+$318.0K
6,417
减持
IQV
IQVIA HLDGS INC
-$314.0K
6,136
-0%
增持
ILMN
ILLUMINA INC
+$285.0K
1,468
+145%
增持
BX
BLACKSTONE INC
+$271.0K
10,443
+28%
减持
FANG
DIAMONDBACK ENERGY INC
+$259.0K
9,100
-1%
减持
AMAT
APPLIED MATLS INC
-$249.0K
8,248
-3%
建仓
KO
COCA COLA CO
+$249.0K
4,013
增持
—
BROOKFIELD RENEWABLE CORP
+$244.0K
20,896
+15%
增持
GDRX
GOODRX HLDGS INC
-$242.0K
37,052
+26%
增持
—
LABORATORY CORP AMER HLDGS
-$241.0K
5,268
+2%
减持
ON
ON SEMICONDUCTOR CORP
-$234.0K
23,553
-6%
清仓
GILD
GILEAD SCIENCES INC
-$233.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$221.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$220.0K
1,175
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$217.0K
2,406
增持
—
EXXON MOBIL CORP
+$213.0K
9,557
+2%
建仓
PRU
PRUDENTIAL FINL INC
+$212.0K
1,792
建仓
PL
PLANET LABS PBC
+$210.0K
41,320
建仓
GD
GENERAL DYNAMICS CORP
+$209.0K
868
清仓
MA
MASTERCARD INCORPORATED
-$208.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$208.0K
0
-100%
清仓
—
BLACKROCK INC
-$204.0K
0
-100%
减持
IR
INGERSOLL RAND INC
-$203.0K
15,214
-3%
清仓
CSX
CSX CORP
-$200.0K
0
-100%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$197.0K
13,801
+12%
增持
Z
ZILLOW GROUP INC
-$196.0K
16,126
+4%
减持
QCOM
QUALCOMM INC
-$183.0K
3,230
-13%
增持
A
AGILENT TECHNOLOGIES INC
-$175.0K
7,551
+3%
清仓
AG
FIRST MAJESTIC SILVER CORP
-$171.0K
0
-100%
增持
RPM
RPM INTL INC
-$169.0K
10,345
+3%
减持
FDX
FEDEX CORP
-$164.0K
4,857
-2%
增持
FSK
FS KKR CAP CORP
+$153.0K
17,154
+51%
增持
—
1LIFE HEALTHCARE INC
+$149.0K
43,604
+130%
减持
NTNX
NUTANIX INC
-$148.0K
27,386
-1%
减持
—
TWITTER INC
-$132.0K
22,918
-3%
增持
ABBV
ABBVIE INC
+$131.0K
3,354
+10%
增持
—
SPOTIFY TECHNOLOGY S A
-$116.0K
6,190
+38%
减持
PFE
PFIZER INC
-$115.0K
13,768
-2%
增持
CVX
CHEVRON CORP NEW
+$110.0K
2,179
+5%
增持
DIS
DISNEY WALT CO
+$105.0K
11,799
+21%
减持
—
LIBERTY MEDIA CORP DEL
+$105.0K
16,498
-0%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$102.0K
76,702
+5%
增持
STWD
STARWOOD PPTY TR INC
+$94.0K
53,492
+8%
减持
SHV
ISHARES TR
-$85.0K
15,971
-4%
增持
—
BROOKFIELD ASSET MGMT INC
-$83.0K
26,675
+1%
减持
—
BLUEROCK RESIDENTIAL GWT REI
-$83.0K
25,424
-12%
增持
O
REALTY INCOME CORP
+$83.0K
5,165
+35%
增持
KDP
KEURIG DR PEPPER INC
+$77.0K
10,580
+21%
增持
LMT
LOCKHEED MARTIN CORP
+$76.0K
752
+5%
减持
HYG
ISHARES TR
-$76.0K
3,070
-19%
减持
WOOF
PETCO HEALTH & WELLNESS CO I
-$75.0K
38,350
-8%
增持
WRB
BERKLEY W R CORP
+$67.0K
5,700
+50%
减持
CCK
CROWN HLDGS INC
+$67.0K
8,840
-6%
增持
EXR
EXTRA SPACE STORAGE INC
+$66.0K
1,934
+32%
增持
ELAN
ELANCO ANIMAL HEALTH INC
-$60.0K
40,312
+3%
增持
—
ACCENTURE PLC IRELAND
-$53.0K
710
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$53.0K
1,034
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$50.0K
604
-1%
减持
OXY
OCCIDENTAL PETE CORP
+$49.0K
20,411
-47%
减持
NOC
NORTHROP GRUMMAN CORP
+$47.0K
898
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$45.0K
11,154
+26%
增持
GOOG
ALPHABET INC
-$41.0K
602
+1%
减持
MS
MORGAN STANLEY
-$40.0K
3,627
-0%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$38.0K
34,507
+8%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$36.0K
2,914
+10%
增持
ABT
ABBOTT LABS
-$30.0K
1,945
+5%
减持
AAPL
APPLE INC
-$29.0K
9,204
-0%
增持
—
MGM GROWTH PPTYS LLC
+$27.0K
16,331
+10%
增持
—
OAKTREE SPECIALTY LENDING CO
+$25.0K
165,593
+3%
增持
ORCL
ORACLE CORP
-$23.0K
9,652
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$23.0K
6,602
+2%
增持
TSLA
TESLA INC
+$22.0K
1,015
+0%
增持
SO
SOUTHERN CO
+$20.0K
3,476
+3%
增持
DOCU
DOCUSIGN INC
+$20.0K
4,228
+49%
增持
VZ
VERIZON COMMUNICATIONS INC
+$14.0K
8,709
+5%
增持
MMM
3M CO
-$12.0K
1,414
+12%
建仓
—
WESTERN DIGITAL CORP.
+$10.0K
10,000
减持
CVS
CVS HEALTH CORP
-$9.0K
2,758
-1%
增持
PSEC
PROSPECT CAP CORP
+$9.0K
11,400
+13%
减持
MET
METLIFE INC
+$9.0K
3,830
-8%
增持
—
EATON CORP PLC
-$7.0K
1,444
+10%
减持
JNJ
JOHNSON & JOHNSON
+$1.0K
1,345
-3%
减持
V
VISA INC
+$1.0K
1,516
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.0K
538
-1%
