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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 118 项
建仓 19
增持 41
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
USFR
WISDOMTREE TR
+$28.5M
567,263
减持
HD
HOME DEPOT INC
+$3.4M
88,953
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.9M
397,525
-40%
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
SHV
ISHARES TR
-$1.8M
0
-100%
建仓
BN
BROOKFIELD CORP
+$1.4M
43,050
清仓
—
BROOKFIELD ASSET MGMT INC
-$1.0M
0
-100%
建仓
CNXC
CONCENTRIX CORP
+$996.8K
7,486
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$896.6K
8,740
建仓
BAX
BAXTER INTL INC
+$838.5K
16,451
建仓
WBD
WARNER BROS DISCOVERY INC
+$836.3K
88,212
清仓
—
BLUEROCK RESIDENTIAL GWT REI
-$658.0K
0
-100%
增持
NKE
NIKE INC
+$615.8K
14,561
+11%
增持
TSLA
TESLA INC
-$572.4K
4,056
+0%
增持
CSX
CSX CORP
+$482.0K
45,902
+30%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$469.8K
34,903
+142%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$446.0K
37,831
+161%
增持
AA
ALCOA CORP
+$433.2K
27,429
+13%
增持
QCOM
QUALCOMM INC
+$428.3K
7,752
+107%
增持
AMAT
APPLIED MATLS INC
+$410.1K
11,564
+32%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$383.2K
39,698
+151%
减持
ILMN
ILLUMINA INC
-$382.3K
6,215
-28%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$381.2K
32,075
+147%
减持
APG
API GROUP CORP
+$377.1K
76,559
-4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$376.5K
52,954
+53%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$376.3K
29,842
+148%
建仓
MCD
MCDONALDS CORP
+$332.0K
1,260
建仓
SCHX
SCHWAB STRATEGIC TR
+$328.6K
7,277
增持
—
OAKTREE SPECIALTY LENDING CO
+$310.7K
214,363
+11%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$308.8K
122,926
+15%
减持
APO
APOLLO GLOBAL MGMT INC
+$304.2K
20,211
-5%
建仓
—
BLACKROCK INC
+$275.7K
389
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$272.4K
43,746
+103%
建仓
GILD
GILEAD SCIENCES INC
+$269.3K
3,137
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$255.9K
2,756
清仓
DASH
DOORDASH INC
-$251.0K
0
-100%
减持
BX
BLACKSTONE INC
-$238.5K
10,534
-14%
增持
—
COUPA SOFTWARE INC
+$234.1K
7,138
+27%
增持
ABBV
ABBVIE INC
+$229.5K
4,588
+20%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$228.6K
2,408
增持
RPM
RPM INTL INC
+$225.7K
7,724
+22%
建仓
MMM
3M CO
+$224.5K
1,872
减持
AMZN
AMAZON COM INC
-$224.5K
6,280
-6%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$223.4K
43,177
+73%
建仓
AFL
AFLAC INC
+$220.1K
3,060
建仓
HON
HONEYWELL INTL INC
+$219.4K
1,024
建仓
LLY
LILLY ELI & CO
+$219.1K
599
清仓
FLOT
ISHARES TR
-$219.0K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$215.4K
868
减持
PSMT
PRICESMART INC
-$208.5K
25,000
-17%
建仓
—
EATON CORP PLC
+$204.5K
1,303
减持
ORCL
ORACLE CORP
+$203.3K
10,342
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$189.4K
19,230
-13%
减持
—
BROOKFIELD RENEWABLE CORP
-$180.0K
32,535
-1%
减持
TRUP
TRUPANION INC
-$177.2K
10,074
-9%
增持
JEF
JEFFERIES FINL GROUP INC
+$173.2K
14,680
+31%
减持
LKQ
LKQ CORP
-$173.2K
14,394
-28%
减持
—
EXXON MOBIL CORP
+$171.4K
9,324
-5%
增持
SPG
SIMON PPTY GROUP INC NEW
+$170.1K
5,602
+3%
增持
IEP
ICAHN ENTERPRISES LP
+$166.6K
9,272
+52%
减持
—
DISH NETWORK CORPORATION
-$166.1K
880,000
-18%
减持
—
SPOTIFY TECHNOLOGY S A
-$164.4K
5,024
-23%
减持
DBRG
DIGITALBRIDGE GROUP INC
-$155.5K
44,375
-13%
增持
CVX
CHEVRON CORP NEW
+$146.4K
2,604
+17%
减持
WOOF
PETCO HEALTH & WELLNESS CO I
-$144.1K
28,575
-23%
增持
MSFT
MICROSOFT CORP
+$143.8K
2,881
+23%
增持
AVGO
BROADCOM INC
+$135.6K
695
+22%
减持
PFE
PFIZER INC
-$135.4K
7,017
-38%
减持
ROK
ROCKWELL AUTOMATION INC
+$128.0K
3,059
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$123.7K
914
+10%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$122.9K
29,261
-17%
减持
SCHW
SCHWAB CHARLES CORP
+$121.0K
14,508
-4%
增持
MRK
MERCK & CO INC
+$109.4K
3,248
+11%
减持
—
LABORATORY CORP AMER HLDGS
+$109.2K
4,804
-4%
增持
KO
COCA COLA CO
+$105.2K
5,599
+25%
减持
PECO
PHILLIPS EDISON & CO INC
-$104.0K
10,740
-32%
清仓
PSEC
PROSPECT CAP CORP
-$103.0K
0
-100%
减持
AAPL
APPLE INC
-$98.7K
10,439
-1%
增持
JNJ
JOHNSON & JOHNSON
+$95.8K
2,020
+27%
减持
IR
INGERSOLL RAND INC
+$95.1K
14,663
-5%
增持
DIS
DISNEY WALT CO
+$94.7K
16,710
+16%
减持
GOOG
ALPHABET INC
-$92.9K
8,443
-4%
减持
MU
MICRON TECHNOLOGY INC
-$89.3K
18,542
-9%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$88.8K
31,490
-13%
增持
JPM
JPMORGAN CHASE & CO
+$87.9K
2,162
+12%
减持
IQV
IQVIA HLDGS INC
+$87.5K
5,020
-3%
增持
VICI
VICI PPTYS INC
+$86.9K
31,356
+1%
清仓
—
TECHNIPFMC PLC
-$85.0K
0
-100%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$80.9K
41,906
-12%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$77.8K
33,542
+11%
增持
CAH
CARDINAL HEALTH INC
+$73.8K
4,186
+13%
减持
EXR
EXTRA SPACE STORAGE INC
-$72.8K
2,549
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$72.2K
1,519
+2%
增持
O
REALTY INCOME CORP
+$72.0K
7,221
+9%
减持
WTI
W & T OFFSHORE INC
-$71.5K
46,500
-18%
建仓
—
DIREXION SHS ETF TR
+$70.7K
10,000
减持
SRLN
SSGA ACTIVE ETF TR
-$68.8K
8,930
-16%
增持
ABT
ABBOTT LABS
+$61.1K
2,852
+9%
增持
STWD
STARWOOD PPTY TR INC
+$59.1K
76,436
+4%
减持
NOC
NORTHROP GRUMMAN CORP
+$57.6K
879
-2%
增持
NNN
NATIONAL RETAIL PROPERTIES I
+$51.7K
5,916
+7%
减持
GDRX
GOODRX HLDGS INC
-$47.9K
27,055
-27%
减持
DOCU
DOCUSIGN INC
-$40.4K
5,532
-15%
减持
ON
ON SEMICONDUCTOR CORP
-$39.7K
8,407
-7%
减持
FSK
FS KKR CAP CORP
-$38.2K
15,361
-15%
增持
CION
CION INVT CORP
+$36.5K
13,075
+23%
减持
RH
RH
+$33.6K
1,735
-1%
减持
MET
METLIFE INC
+$33.2K
3,679
-4%
减持
Z
ZILLOW GROUP INC
-$29.6K
14,137
-17%
增持
UNH
UNITEDHEALTH GROUP INC
+$28.5K
595
+5%
减持
A
AGILENT TECHNOLOGIES INC
+$27.6K
6,412
-16%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$26.0K
9,721
-13%
减持
UPS
UNITED PARCEL SERVICE INC
+$21.6K
6,596
-5%
减持
CVS
CVS HEALTH CORP
-$18.7K
2,525
-5%
减持
CCK
CROWN HLDGS INC
-$16.0K
8,661
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$15.5K
586
-3%
减持
GIS
GENERAL MLS INC
+$11.3K
3,069
-5%
减持
OXY
OCCIDENTAL PETE CORP
+$11.0K
16,303
-1%
减持
—
LIBERTY MEDIA CORP DEL
-$3.6K
16,166
-2%
