小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 62
减持 48
清仓 32
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$9.8M
740,113
+36%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$3.7M
92,995
+360%
增持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$3.2M
167,945
+411%
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
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$3.0M
465,934
-5%
增持
HD
HOME DEPOT
+$1.5M
89,443
+0%
清仓
BSJQ
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF
-$1.1M
0
-100%
清仓
BSJS
INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF
-$908.9K
0
-100%
增持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
+$812.0K
95,943
+83%
增持
BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
+$808.2K
87,795
+90%
增持
LEN/B
LENNAR CORP CL B
+$758.8K
25,018
+8%
减持
PSMT
PRICESMART INC
-$750.2K
14,000
-44%
增持
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
+$732.9K
105,480
+56%
清仓
PDO
PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS
-$702.5K
0
-100%
增持
STWD
STARWOOD PPTY TR INC COM
+$607.1K
114,905
+25%
增持
ORCL
ORACLE CORPORATION
+$507.1K
13,550
+14%
增持
WOOF
PETCO HEALTH & WELLNESS CO INC COM
+$506.1K
96,462
+146%
清仓
IEP
ICAHN ENTERPRISES LP
-$505.4K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP COM
+$463.9K
26,322
+52%
减持
—
INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF
-$455.0K
8,226
-71%
清仓
TRUP
TRUPANION INC COM
-$453.3K
0
-100%
增持
APG
API GROUP CORP COM STK
+$427.1K
65,136
+9%
增持
IQV
IQVIA HLDGS INC COM
+$413.4K
6,543
+23%
增持
OCSL
OAKTREE SPECIALTY LENDING CORP COM
+$393.4K
90,648
+24%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$373.3K
18,496
+12%
减持
COST
COSTCO WHOLESALE CORP
-$370.3K
678
-54%
清仓
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$330.3K
0
-100%
增持
SCHW
CHARLES SCHWAB CORP
+$312.1K
25,683
+18%
增持
OBDC
BLUE OWL CAPITAL CORPORATION COM
+$303.6K
147,734
+11%
增持
AMAT
APPLIED MATLS INC COM
+$303.5K
10,266
+7%
增持
DOCU
DOCUSIGN INC COM
+$295.7K
12,430
+114%
增持
RH
RH COM
+$277.4K
2,180
+20%
增持
BN
BROOKFIELD ASSET MGMT INC COM VOTING
+$269.5K
49,723
+15%
增持
ROK
ROCKWELL AUTOMATION INC COM
+$254.2K
3,660
+13%
增持
DBRG
DIGITALBRIDGE GROUP INC CL A NEW
+$243.4K
50,531
+21%
减持
NKE
NIKE INC CLASS B
-$237.4K
14,043
-4%
清仓
—
DIREXION DAILY FTSE CHINA BULL 3X SHARES
-$232.8K
0
-100%
增持
TSLA
TESLA INC COM
+$223.9K
4,104
+0%
增持
IR
INGERSOLL RAND INC COM
+$223.0K
17,009
+11%
清仓
MMM
3M CO COM
-$217.9K
0
-100%
减持
—
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF
-$217.5K
17,061
-35%
增持
RPM
RPM INTL INC COM
+$214.6K
10,276
+27%
增持
CSX
CSX CORP COM
+$204.9K
47,284
+1%
增持
ILMN
ILLUMINA INC
-$199.4K
5,979
+5%
增持
—
LABORATORY CORP OF AMERICA
+$193.6K
5,562
+11%
增持
PKG
PACKAGING CORP AMER COM
+$185.1K
1,417
+8756%
建仓
CAG
CONAGRA BRANDS INC COM
+$182.1K
5,400
增持
AA
ALCOA CORP COM
+$181.2K
40,982
+44%
减持
BSJR
INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF
-$174.9K
1,000
-89%
增持
MU
MICRON TECHNOLOGY INC COM
+$167.5K
21,279
+9%
增持
ELAN
ELANCO ANIMAL HEALTH INC COM
+$162.6K
63,625
+25%
增持
—
MEDTRONIC PLC SHS
+$157.8K
2,295
+317%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$157.3K
222
-53%
增持
—
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
+$157.1K
38,510
+11%
清仓
GILD
GILEAD SCIENCES INC
-$157.0K
0
-100%
清仓
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
-$154.4K
0
-100%
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$153.9K
3,962
增持
WBD
DISCOVERY HLDG CO
-$150.6K
85,814
+6%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
+$148.2K
12,787
+55%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$147.1K
9,879
+6%
清仓
—
SPDR S&P 600 SMALL CAP ETF
-$145.6K
0
-100%
减持
KMX
CARMAX INC
+$145.6K
9,497
-6%
增持
NVDA
NVIDIA CORPORATION COM
+$144.3K
991
+0%
增持
ON
ON SEMICONDUCTOR CORP COM
+$144.0K
9,094
+5%
增持
—
BROOKFIELD RENEWABLE CORP CL A SUB VTG
+$142.0K
42,605
+24%
清仓
BSMS
INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF
-$142.0K
0
-100%
增持
CCK
CROWN HLDGS INC COM
+$141.7K
10,421
+13%
减持
GIS
GENERAL MILLS INC COM
-$140.7K
61
-96%
增持
—
SPOTIFY TECHNOLOGY S A SHS
+$137.2K
4,222
+4%
清仓
USB
US BANCORP DEL COM NEW
-$136.2K
0
-100%
减持
MS
MORGAN STANLEY
-$121.7K
1,591
-46%
增持
LKQ
LKQ CORP COM
+$119.5K
16,742
+11%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$118.3K
379
-79%
增持
QCOM
QUALCOMM INC COM
-$118.1K
16,687
+1%
增持
—
LIBERTY MEDIA CORP SERIES C
+$116.7K
18,282
+9%
减持
SNPS
SYNOPSYS INC COM
-$116.0K
187
-63%
减持
PFE
PFIZER INC COM
-$109.7K
648
-80%
减持
—
ACTIVISION BLIZZARD INC COM
-$109.4K
1,100
-53%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$108.3K
20,473
+0%
减持
SYK
STRYKER CORPORATION COM
-$107.5K
6
-98%
增持
DIS
DISNEY WALT CO COM
-$107.5K
16,431
+4%
减持
AAPL
APPLE INC
+$107.0K
8,883
-9%
增持
Z
ZILLOW GROUP INC CL C CAP STK
+$106.8K
15,070
+3%
减持
—
ACCENTURE LTD BERMUDA CL A
-$104.0K
52
-88%
建仓
BWXT
BWX TECHNOLOGIES INC COM
+$103.8K
1,450
减持
MET
METLIFE INC COM
-$102.1K
261
-87%
减持
AVGO
BROADCOM INC COM
-$101.6K
243
-50%
增持
ABBV
ABBVIE INC COM
-$99.0K
4,159
+1%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$98.8K
460
-31%
减持
UNH
UNITEDHEALTH GROUP
-$97.4K
166
-56%
清仓
STZ
CONSTELLATION BRANDS INC CL A
-$96.0K
0
-100%
减持
—
EATON CORP PLC SHS
-$94.5K
232
-72%
减持
BA
BOEING CO COM
-$93.7K
160
-73%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP COMMON STOCK
-$88.7K
0
-100%
减持
GD
GENERAL DYNAMICS CORP COM
-$88.6K
110
-78%
减持
GOOG
ALPHABET INC CAP STK CL C
-$88.0K
6,781
-22%
清仓
IBM
INTL BUSINESS MACHINES
-$88.0K
0
-100%
减持
V
VISA INC
-$87.7K
923
-32%
减持
WRB
BERKLEY W R CORP COM
-$85.8K
4,125
-23%
减持
MA
MASTERCARD INC
-$85.7K
51
-82%
清仓
SCHP
SCHWAB US TIPS ETF
-$85.5K
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$85.5K
4,034
+3%
清仓
—
CANADIAN PAC RAILWAYLTD
-$84.6K
0
-100%
减持
ELV
ELEVANCE HEALTH INC COM
-$84.4K
19
-91%
清仓
INTU
INTUIT INC
-$83.4K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$82.0K
130
-87%
减持
HON
HONEYWELL INTL INC
-$81.2K
200
-69%
清仓
PAYX
PAYCHEX INC
-$80.8K
0
-100%
建仓
CP
CANADIAN PAC RAILWAYLTD
+$80.8K
1,000
清仓
—
KELLOGG CO COM
-$78.3K
0
-100%
增持
DASH
DOORDASH INC CL A
+$78.0K
4,456
+8%
增持
LLY
LILLY ELI & CO COM
+$77.1K
603
+1%
建仓
BOX
BOX INC CL A
+$76.4K
2,600
减持
JNJ
JOHNSON & JOHNSON COM
-$74.7K
1,258
-31%
建仓
CARR
CARRIER GLOBAL CORPORATION COM
+$74.6K
1,500
清仓
NSC
NORFOLK SOUTHN CORP COM
-$74.2K
0
-100%
减持
DOW
DOW INC COM
-$73.8K
66
-95%
清仓
APD
AIR PRODS & CHEMS INC COM
-$71.8K
0
-100%
清仓
PSEC
PROSPECT CAP CORP COM
-$68.6K
0
-100%
减持
BAX
BAXTER INTL INC COM
+$66.6K
18,265
-3%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$64.3K
159
-64%
清仓
PRU
PRUDENTIAL FINL INC
-$64.2K
0
-100%
建仓
FDX
FEDEX CORP
+$62.0K
250
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$58.6K
7
-96%
减持
CRM
SALESFORCE.COM INC
-$56.9K
400
-44%
建仓
PKST
PEAKSTONE REALTY TRUST CL AA NSA
+$56.7K
2,030
减持
BAC
BANK AMERICA CORP COM
-$54.2K
1,750
-52%
减持
AMT
AMERICAN TOWER CORP
-$52.9K
210
-54%
增持
QSR
RESTAURANT BRANDS INTL INC COM
+$52.8K
4,178
+3%
减持
O
REALTY INCOME CORP
-$52.0K
8,118
-4%
清仓
ED
CONSOLIDATED EDISON INC COM
-$48.2K
0
-100%
增持
KDP
KEURIG DR PEPPER INC COM
-$47.5K
14,930
+2%
减持
VNQ
VANGUARD REIT INDEX ETF
-$47.3K
1
-100%
减持
JEF
JEFFERIES FINL GROUP INC COM
-$45.7K
12,400
-14%
增持
JPM
JPMORGAN CHASE & CO COM
+$45.6K
2,434
+3%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$45.2K
7,585
+4%
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$45.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$44.4K
1,570
-1%
清仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$42.8K
0
-100%
减持
CVS
CVS HEALTH CORP COM
-$41.6K
951
-34%
减持
EXR
EXTRA SPACE STORAGE INC COM
-$40.5K
2,623
-1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$40.3K
1,221
+44%
清仓
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$40.0K
0
-100%
清仓
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$39.9K
0
-100%
减持
LOW
LOWES COS INC COM
-$39.7K
13
-94%
减持
AMZN
AMAZON.COM INC
+$39.4K
5,120
-16%
清仓
CMI
CUMMINS INC COM
-$37.7K
0
-100%
清仓
BTT
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
-$36.9K
0
-100%
增持
DLR
DIGITAL REALTY TRUST INC
+$36.0K
1,258
+15%
增持
ABT
ABBOTT LABS COM
+$35.7K
3,135
+4%
增持
MCD
MCDONALDS CORP COM
+$35.0K
1,310
+3%
