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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 6
增持 45
减持 27
清仓 72
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$14.8M
505,513
-37%
清仓
VTI
VANGUARD INDEX FDS
-$4.2M
0
-100%
减持
HD
HOME DEPOT INC
+$3.9M
88,657
-0%
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
IWF
ISHARES TR
-$3.7M
0
-100%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$3.2M
165,573
建仓
PFXF
VANECK ETF TRUST
+$3.2M
187,464
清仓
BSCW
INVESCO EXCHNG TRAD SLF INDE
-$2.5M
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$2.2M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$2.1M
0
-100%
减持
LEN
LENNAR CORP
+$2.1M
75,996
-8%
清仓
IWD
ISHARES TR
-$1.7M
0
-100%
清仓
IJH
ISHARES TR
-$1.3M
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$1.2M
0
-100%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.1M
159,799
+45%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$955.8K
165,839
+39%
清仓
WBD
WARNER BROS DISCOVERY INC
-$926.1K
0
-100%
增持
ILMN
ILLUMINA INC
+$828.6K
12,405
+90%
清仓
IWM
ISHARES TR
-$808.9K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$720.9K
0
-100%
增持
FLOT
ISHARES TR
+$615.0K
125,851
+11%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$612.1K
8,083
+1268%
建仓
SPIB
SPDR SER TR
+$610.2K
18,586
增持
ORCL
ORACLE CORP
+$586.4K
19,435
+41%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$566.8K
3,592
减持
APG
API GROUP CORP
+$524.8K
63,056
-1%
清仓
EFA
ISHARES TR
-$437.7K
0
-100%
增持
LKQ
LKQ CORP
+$424.7K
26,070
+57%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$424.0K
115,542
-25%
清仓
EEM
ISHARES TR
-$419.2K
0
-100%
清仓
WOOF
PETCO HEALTH & WELLNESS CO I
-$397.7K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$396.3K
0
-100%
清仓
GOOGL
ALPHABET INC
-$387.7K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$381.5K
2,750
+61%
清仓
VGT
VANGUARD WORLD FDS
-$367.8K
0
-100%
清仓
AVGO
BROADCOM INC
-$357.1K
0
-100%
减持
QCOM
QUALCOMM INC
+$356.0K
16,798
-10%
减持
MU
MICRON TECHNOLOGY INC
+$350.3K
21,212
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$330.7K
18,513
+5%
减持
BN
BROOKFIELD CORP
+$330.3K
44,911
-5%
减持
STWD
STARWOOD PPTY TR INC
-$329.6K
99,884
-20%
增持
OXY
OCCIDENTAL PETE CORP
+$325.8K
32,254
+31%
建仓
SCHO
SCHWAB STRATEGIC TR
+$305.9K
6,313
增持
ADEA
ADEIA INC
+$305.7K
27,316
+790%
减持
MSFT
MICROSOFT CORP
-$301.5K
2,238
-38%
减持
SCHW
SCHWAB CHARLES CORP
+$290.3K
23,646
-3%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$289.4K
79,779
-16%
清仓
CMCSA
COMCAST CORP NEW
-$285.4K
0
-100%
清仓
MAIN
MAIN STR CAP CORP
-$284.4K
0
-100%
增持
PLAB
PHOTRONICS INC
+$281.8K
9,663
+816%
减持
—
EXXON MOBIL CORP
-$277.2K
8,710
-11%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$267.8K
10,395
+626%
减持
—
BROOKFIELD INFRASTRUCTURE CO
-$265.3K
28,248
-21%
清仓
IRDM
IRIDIUM COMMUNICATIONS INC
-$262.4K
0
-100%
增持
PATK
PATRICK INDS INC
+$261.4K
3,044
+419%
增持
SPG
SIMON PPTY GROUP INC NEW
+$257.2K
6,719
+4%
增持
ENSG
ENSIGN GROUP INC
+$243.7K
2,437
+662%
增持
IQV
IQVIA HLDGS INC
+$242.1K
6,610
+1%
减持
AA
ALCOA CORP
-$240.7K
29,079
-31%
清仓
ECAT
BLACKROCK ESG CAP ALLC TERM
-$240.3K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$239.1K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$239.0K
0
-100%
增持
AX
AXOS FINANCIAL INC
+$232.3K
4,801
+508%
增持
MTH
MERITAGE HOMES CORP
+$231.8K
1,551
+394%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$230.6K
0
-100%
增持
HURC
HURCO CO
+$228.1K
12,206
+690%
清仓
PAXS
PIMCO ACCESS INCOME FUND
-$225.6K
0
-100%
增持
QNST
QUINSTREET INC
+$223.8K
20,080
+436%
增持
CASH
PATHWARD FINANCIAL INC
+$220.0K
4,831
+523%
建仓
RCMT
RCM TECHNOLOGIES INC
+$216.1K
7,440
增持
EVI
EVI INDS INC
+$215.9K
11,060
+490%
减持
AMAT
APPLIED MATLS INC
+$214.2K
10,311
-2%
增持
—
FONAR CORP
+$213.9K
12,088
+725%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
+$211.0K
6,095
+693%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$208.0K
0
-100%
清仓
CMF
ISHARES TR
-$201.8K
0
-100%
增持
IR
INGERSOLL RAND INC
+$201.7K
14,481
+0%
增持
VRRM
VERRA MOBILITY CORP
+$201.3K
9,911
+587%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$199.0K
0
-100%
增持
RH
RH
+$198.4K
3,972
+9%
增持
CRNC
CERENCE INC
+$195.5K
11,795
+560%
清仓
GLD
SPDR GOLD TR
-$195.1K
0
-100%
减持
ELAN
ELANCO ANIMAL HEALTH INC
+$194.6K
89,561
-12%
清仓
UNP
UNION PAC CORP
-$193.6K
0
-100%
增持
A
AGILENT TECHNOLOGIES INC
+$191.3K
6,709
+1%
增持
EXR
EXTRA SPACE STORAGE INC
+$190.9K
3,978
+8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$190.0K
443,427
-4%
增持
—
LIONS GATE ENTMNT CORP
+$189.8K
19,630
+589%
清仓
GDRX
GOODRX HLDGS INC
-$186.8K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$185.2K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$184.9K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$184.0K
0
-100%
增持
LE
LANDS END INC NEW
+$183.8K
22,371
+457%
清仓
IVV
ISHARES TR
-$180.8K
0
-100%
清仓
—
MEDTRONIC PLC
-$178.9K
0
-100%
减持
CSX
CSX CORP
+$177.7K
47,000
-0%
清仓
NEE
NEXTERA ENERGY INC
-$176.5K
0
-100%
清仓
SO
SOUTHERN CO
-$176.3K
0
-100%
增持
MCFT
MASTERCRAFT BOAT HLDGS INC
+$172.7K
8,879
+596%
清仓
MS
MORGAN STANLEY
-$172.1K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$169.1K
9,926
-1%
清仓
AVB
AVALONBAY CMNTYS INC
-$162.3K
0
-100%
增持
Z
ZILLOW GROUP INC
+$162.0K
13,749
+0%
清仓
CRM
SALESFORCE INC
-$161.2K
0
-100%
清仓
NEM
NEWMONT CORP
-$160.8K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$160.7K
0
-100%
增持
RPM
RPM INTL INC
+$160.2K
9,187
+1%
清仓
FANG
DIAMONDBACK ENERGY INC
-$159.1K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$158.5K
0
-100%
清仓
KKR
KKR & CO INC
-$150.1K
0
-100%
减持
CNXC
CONCENTRIX CORP
+$142.8K
11,429
-7%
清仓
CAG
CONAGRA BRANDS INC
-$142.1K
0
-100%
清仓
PPL
PPL CORP
-$141.5K
0
-100%
增持
—
LABORATORY CORP AMER HLDGS
+$140.8K
5,082
+1%
清仓
HON
HONEYWELL INTL INC
-$140.4K
0
-100%
减持
AMZN
AMAZON COM INC
-$140.3K
5,016
-29%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$139.8K
0
-100%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$138.6K
2,841
+28%
减持
LULU
LULULEMON ATHLETICA INC
-$137.1K
443
-53%
清仓
BA
BOEING CO
-$135.9K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$134.9K
0
-100%
清仓
PEP
PEPSICO INC
-$131.1K
0
-100%
增持
CUBE
CUBESMART
+$125.7K
7,971
+25%
减持
DOCU
DOCUSIGN INC
+$125.1K
9,455
-9%
增持
JBGS
JBG SMITH PPTYS
+$120.7K
21,425
+27%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$119.6K
3,467
+16%
清仓
TGT
TARGET CORP
-$119.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$116.4K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$115.6K
0
-100%
增持
GDOT
GREEN DOT CORP
+$114.9K
14,077
+701%
清仓
SNPS
SYNOPSYS INC
-$114.7K
0
-100%
清仓
IWS
ISHARES TR
-$111.1K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$109.0K
0
-100%
清仓
BWXT
BWX TECHNOLOGIES INC
-$108.7K
0
-100%
清仓
BCAT
BLACKROCK CAP ALLOCATION TER
-$108.7K
0
-100%
增持
HHH
HOWARD HUGHES HOLDINGS INC
+$108.4K
4,375
+22%
增持
JOE
ST JOE CO
+$107.9K
6,720
+23%
清仓
TDG
TRANSDIGM GROUP INC
-$105.4K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$105.1K
0
-100%
减持
AAPL
APPLE INC
-$104.2K
9,079
-16%
增持
O
REALTY INCOME CORP
+$104.0K
11,097
+4%
减持
NKE
NIKE INC
+$103.8K
13,080
-5%
清仓
OWL
BLUE OWL CAPITAL INC
-$103.4K
0
-100%
清仓
SYY
SYSCO CORP
-$103.3K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$103.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$103.0K
2,467
-12%
清仓
AMT
AMERICAN TOWER CORP NEW
-$102.9K
0
-100%
清仓
—
EATON CORP PLC
-$102.4K
0
-100%
清仓
DBL
DOUBLELINE OPPORTUNISTIC CR
-$101.6K
0
-100%
清仓
SPSM
SPDR SER TR
-$101.1K
0
-100%
清仓
SGOV
ISHARES TR
-$100.7K
0
-100%
