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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 97 项
建仓 14
增持 60
减持 14
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
—
DIGITALBRIDGE GROUP INC
-$1.4M
0
-100%
清仓
FDX
FEDEX CORP
-$1.3M
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$1.1M
0
-100%
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。
减持
ON
ON SEMICONDUCTOR CORP
-$680.0K
9,044
-63%
建仓
ROK
ROCKWELL AUTOMATION INC
+$660.0K
3,066
建仓
DBRG
DIGITALBRIDGE GROUP INC
+$641.0K
51,254
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$600.0K
668,001
+0%
清仓
BA
BOEING CO
-$575.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$564.0K
3,750
-52%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$369.0K
47,751
-3%
建仓
WTI
W & T OFFSHORE INC
+$331.0K
56,500
建仓
JEF
JEFFERIES FINL GROUP INC
+$330.0K
11,180
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$316.0K
14,449
减持
—
LABORATORY CORP AMER HLDGS
-$313.0K
4,991
-12%
增持
NKE
NIKE INC
+$308.0K
13,125
+72%
减持
ILMN
ILLUMINA INC
-$291.0K
8,591
-18%
减持
RPM
RPM INTL INC
-$284.0K
6,322
-39%
建仓
TD
TORONTO DOMINION BK ONT
+$279.0K
4,544
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$270.0K
14,467
建仓
CAH
CARDINAL HEALTH INC
+$248.0K
3,719
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$248.0K
12,961
清仓
INTC
INTEL CORP
-$245.0K
0
-100%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$242.0K
15,791
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$241.0K
12,012
清仓
META
META PLATFORMS INC
-$228.0K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$225.0K
34,572
+52%
减持
PECO
PHILLIPS EDISON & CO INC
-$224.0K
15,893
-21%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$222.0K
0
-100%
建仓
NNN
NATIONAL RETAIL PROPERTIES I
+$219.0K
5,504
清仓
CRM
SALESFORCE INC
-$210.0K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO
+$202.0K
1,931
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$197.0K
30,149
+24%
增持
SPG
SIMON PPTY GROUP INC NEW
+$177.0K
5,441
+66%
增持
—
BROOKFIELD RENEWABLE CORP
+$174.0K
32,925
+30%
增持
SCHW
SCHWAB CHARLES CORP
+$163.0K
15,129
+3%
增持
TSLA
TESLA INC
+$163.0K
4,041
+199%
增持
GOOG
ALPHABET INC
-$160.0K
8,755
+1812%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$154.0K
24,890
-28%
增持
IQV
IQVIA HLDGS INC
-$153.0K
5,196
+3%
增持
DIS
DISNEY WALT CO
+$151.0K
14,383
+13%
减持
WOOF
PETCO HEALTH & WELLNESS CO I
-$148.0K
37,224
-3%
增持
DOCU
DOCUSIGN INC
+$131.0K
6,490
+73%
增持
MU
MICRON TECHNOLOGY INC
+$127.0K
20,284
+26%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$119.0K
21,547
+101%
增持
STWD
STARWOOD PPTY TR INC
+$112.0K
73,645
+25%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$108.0K
107,107
+32%
增持
UPS
UNITED PARCEL SERVICE INC
-$107.0K
6,967
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$104.0K
22,124
+2%
增持
APG
API GROUP CORP
-$102.0K
80,138
+3%
建仓
CION
CION INVT CORP
+$91.0K
10,670
增持
RH
RH
+$86.0K
1,748
+8%
清仓
—
CREDIT SUISSE AG NASSAU BRH
-$85.0K
0
-100%
增持
CCK
CROWN HLDGS INC
-$80.0K
8,988
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$66.0K
36,090
+10%
增持
DASH
DOORDASH INC
-$65.0K
5,082
+3%
增持
OXY
OCCIDENTAL PETE CORP
+$63.0K
16,532
+2%
增持
BX
BLACKSTONE INC
-$59.0K
12,190
+3%
增持
—
LIBERTY MEDIA CORP DEL
-$56.0K
16,579
+3%
增持
SHV
ISHARES TR
+$55.0K
16,385
+3%
增持
IEP
ICAHN ENTERPRISES LP
+$55.0K
6,110
+19%
增持
ABBV
ABBVIE INC
-$54.0K
3,813
+3%
增持
EXR
EXTRA SPACE STORAGE INC
+$51.0K
2,594
+11%
增持
MKL
MARKEL CORP
-$51.0K
535
+10%
增持
—
EXXON MOBIL CORP
+$50.0K
9,821
+4%
增持
AMAT
APPLIED MATLS INC
-$49.0K
8,742
+4%
增持
MSFT
MICROSOFT CORP
-$49.0K
2,351
+1%
增持
A
AGILENT TECHNOLOGIES INC
+$46.0K
7,666
+3%
增持
ORCL
ORACLE CORP
-$43.0K
10,505
+7%
增持
VICI
VICI PPTYS INC
+$41.0K
31,125
+4%
增持
IR
INGERSOLL RAND INC
+$38.0K
15,499
+3%
增持
—
OAKTREE SPECIALTY LENDING CO
+$34.0K
193,743
+12%
增持
—
BROOKFIELD ASSET MGMT INC
-$33.0K
25,441
+5%
增持
Z
ZILLOW GROUP INC
-$33.0K
16,940
+4%
减持
SO
SOUTHERN CO
-$33.0K
3,162
-9%
增持
GDRX
GOODRX HLDGS INC
-$32.0K
37,248
+7%
增持
—
SPOTIFY TECHNOLOGY S A
-$31.0K
6,502
+3%
增持
SRLN
SSGA ACTIVE ETF TR
+$30.0K
10,620
+9%
增持
V
VISA INC
-$29.0K
1,710
+1%
增持
CSX
CSX CORP
-$28.0K
35,279
+6%
增持
LKQ
LKQ CORP
-$26.0K
19,989
+1%
增持
PSEC
PROSPECT CAP CORP
+$23.0K
16,600
+46%
减持
AMZN
AMAZON COM INC
+$23.0K
6,654
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$23.0K
1,487
+8%
减持
HD
HOME DEPOT INC
+$22.0K
89,520
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$21.0K
606
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$17.0K
831
+6%
增持
AAPL
APPLE INC
+$15.0K
10,531
+0%
增持
KO
COCA COLA CO
-$14.0K
4,480
+6%
增持
ABT
ABBOTT LABS
-$12.0K
2,605
+7%
增持
TRUP
TRUPANION INC
+$11.0K
11,032
+3%
增持
APO
APOLLO GLOBAL MGMT INC
+$10.0K
21,179
+5%
增持
FSK
FS KKR CAP CORP
+$8.0K
18,135
+18%
减持
CVX
CHEVRON CORP NEW
-$8.0K
2,232
-2%
增持
AA
ALCOA CORP
+$8.0K
24,187
+37%
减持
—
COUPA SOFTWARE INC
+$7.0K
5,621
-1%
增持
O
REALTY INCOME CORP
+$2.0K
6,625
+18%
增持
MRK
MERCK & CO INC
+$2.0K
2,914
+7%
