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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 149 项
建仓 14
增持 98
减持 29
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
HD
HOME DEPOT INC
-$5.1M
83,944
-5%
减持
USFR
WISDOMTREE TR
-$4.6M
825,978
-10%
建仓
JMBS
JANUS DETROIT STR TR
+$2.9M
65,342
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
—
ISHARES TR
-$2.8M
44,500
-73%
增持
PFXF
VANECK ETF TRUST
+$2.3M
356,365
+62%
清仓
TFLO
ISHARES TR
-$1.9M
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$1.3M
6,187
增持
TSLA
TESLA INC
+$1.2M
10,071
+136%
清仓
—
LABORATORY CORP AMER HLDGS
-$1.1M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
379,383
-1%
清仓
CNXC
CONCENTRIX CORP
-$980.4K
0
-100%
增持
FLOT
ISHARES TR
+$862.2K
166,401
+11%
减持
MU
MICRON TECHNOLOGY INC
-$804.0K
9,002
-47%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$702.4K
1,833
增持
Z
ZILLOW GROUP INC
+$697.7K
31,675
+100%
增持
BA
BOEING CO
+$682.9K
8,109
+97%
增持
UPS
UNITED PARCEL SERVICE INC
+$437.7K
11,959
+48%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$420.9K
218,953
+11%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$419.0K
218,496
+11%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$413.1K
209,558
+12%
增持
ORCL
ORACLE CORP
+$387.5K
17,256
+6%
清仓
EQIX
EQUINIX INC
-$379.7K
0
-100%
减持
AAPL
APPLE INC
+$366.6K
10,716
-3%
建仓
VTR
VENTAS INC
+$364.5K
7,111
减持
PSMT
PRICESMART INC
-$355.6K
7,000
-36%
增持
IBTI
ISHARES TR
+$344.5K
143,625
+13%
减持
BX
BLACKSTONE INC
-$333.8K
3,624
-39%
增持
ON
ON SEMICONDUCTOR CORP
+$333.5K
21,875
+38%
减持
LKQ
LKQ CORP
-$328.3K
25,139
-2%
减持
QCOM
QUALCOMM INC
+$311.0K
14,459
-5%
清仓
ENSG
ENSIGN GROUP INC
-$303.2K
0
-100%
增持
DIS
DISNEY WALT CO
-$281.2K
15,562
+4%
增持
NVDA
NVIDIA CORPORATION
+$277.8K
9,109
+871%
清仓
AXP
AMERICAN EXPRESS CO
-$273.5K
0
-100%
清仓
KDP
KEURIG DR PEPPER INC
-$270.0K
0
-100%
减持
DASH
DOORDASH INC
-$265.2K
3,324
-27%
建仓
HAE
HAEMONETICS CORP MASS
+$263.5K
3,185
增持
ILMN
ILLUMINA INC
-$261.4K
15,306
+13%
增持
APO
APOLLO GLOBAL MGMT INC
+$249.4K
19,330
+7%
增持
AA
ALCOA CORP
+$242.2K
34,226
+3%
建仓
NEE
NEXTERA ENERGY INC
+$236.2K
3,336
建仓
GOOGL
ALPHABET INC
+$223.3K
1,226
增持
IQV
IQVIA HLDGS INC
-$220.7K
6,837
+4%
建仓
APD
AIR PRODS & CHEMS INC
+$217.8K
844
建仓
PPL
PPL CORP
+$215.0K
7,775
清仓
MCFT
MASTERCRAFT BOAT HLDGS INC
-$210.6K
0
-100%
建仓
MAIN
MAIN STR CAP CORP
+$210.5K
4,170
建仓
NEM
NEWMONT CORP
+$209.1K
4,995
建仓
DVN
DEVON ENERGY CORP NEW
+$205.6K
4,337
增持
—
BROOKFIELD RENEWABLE CORP
+$203.1K
37,085
+7%
建仓
FANG
DIAMONDBACK ENERGY INC
+$200.2K
1,000
建仓
—
INMODE LTD
+$196.4K
10,770
减持
IR
INGERSOLL RAND INC
-$194.6K
13,378
-10%
减持
AMAT
APPLIED MATLS INC
-$172.5K
6,058
-22%
减持
UBER
UBER TECHNOLOGIES INC
-$165.0K
13,819
-9%
增持
CRNC
CERENCE INC
-$153.3K
11,875
+0%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$150.1K
14,084
+7%
减持
GOOG
ALPHABET INC
+$144.8K
4,941
-1%
增持
CSX
CSX CORP
-$136.8K
49,056
+2%
减持
AZO
AUTOZONE INC
-$127.0K
72
-33%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$126.2K
137,276
+7%
增持
BAX
BAXTER INTL INC
-$116.8K
31,604
+15%
增持
BN
BROOKFIELD CORP
+$100.8K
47,143
+6%
增持
ELAN
ELANCO ANIMAL HEALTH INC
-$95.8K
79,454
+4%
增持
SCHW
SCHWAB CHARLES CORP
+$91.9K
24,835
+3%
减持
LULU
LULULEMON ATHLETICA INC
-$89.1K
935
-1%
增持
LLY
ELI LILLY & CO
+$81.2K
613
+1%
减持
MSFT
MICROSOFT CORP
-$80.7K
1,720
-15%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$80.3K
10,531
+6%
增持
GDOT
GREEN DOT CORP
+$78.7K
22,393
+57%
增持
A
AGILENT TECHNOLOGIES INC
-$77.1K
7,103
+4%
减持
OXY
OCCIDENTAL PETE CORP
-$67.9K
32,999
-0%
增持
EVI
EVI INDS INC
-$66.1K
11,061
+0%
增持
WMT
WALMART INC
+$66.0K
5,688
+7%
减持
—
FONAR CORP
-$64.8K
12,087
-0%
增持
ADC
AGREE RLTY CORP
+$63.8K
6,470
+10%
增持
PANW
PALO ALTO NETWORKS INC
+$63.1K
1,139
+0%
减持
COST
COSTCO WHSL CORP NEW
+$63.0K
630
-2%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
-$60.9K
6,113
+0%
增持
HURC
HURCO CO
-$60.5K
12,367
+0%
减持
LE
LANDS END INC NEW
+$59.1K
22,475
-1%
增持
MS
MORGAN STANLEY
+$56.4K
8,973
+4%
增持
RPM
RPM INTL INC
-$53.9K
9,556
+5%
增持
WELL
WELLTOWER INC
+$53.7K
4,362
+2%
增持
EXR
EXTRA SPACE STORAGE INC
+$53.6K
4,292
+3%
增持
HCA
HCA HEALTHCARE INC
-$53.4K
4,900
+0%
增持
EQR
EQUITY RESIDENTIAL
+$53.2K
6,124
+4%
增持
TXN
TEXAS INSTRS INC
+$49.3K
1,577
+7%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$48.8K
5,992
+13%
增持
CAH
CARDINAL HEALTH INC
-$46.1K
4,118
+2%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$45.9K
4,084
+1%
增持
KO
COCA COLA CO
+$44.8K
5,266
+11%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$44.3K
1,113
+15%
增持
MCD
MCDONALDS CORP
-$43.4K
2,287
+3%
增持
DBRG
DIGITALBRIDGE GROUP INC
+$42.6K
22,856
+63%
增持
—
AMCOR PLC
+$41.0K
19,786
+23%
增持
AFL
AFLAC INC
+$41.0K
3,764
+9%
增持
KMX
CARMAX INC
-$40.9K
11,259
+13%
减持
SPG
SIMON PPTY GROUP INC NEW
-$40.5K
6,843
-1%
减持
AMZN
AMAZON COM INC
+$40.5K
4,616
-2%
增持
CDP
COPT DEFENSE PROPERTIES
+$39.7K
16,716
+7%
增持
MKL
MARKEL GROUP INC
+$39.5K
589
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$39.4K
1,173
+5%
增持
ABBV
ABBVIE INC
-$35.2K
4,106
+1%
增持
PLAB
PHOTRONICS INC
-$35.2K
9,666
+0%
增持
PATK
PATRICK INDS INC
-$33.1K
3,045
+0%
增持
PG
PROCTER AND GAMBLE CO
+$32.7K
1,917
+10%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$32.6K
8,264
+17%
增持
AEP
AMERICAN ELEC PWR CO INC
+$30.9K
3,257
+10%
增持
RH
RH
-$30.5K
6,037
+40%
减持
CASH
PATHWARD FINANCIAL INC
+$29.3K
4,829
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$28.6K
6,117
+15%
增持
NNN
NNN REIT INC
+$27.6K
11,365
+6%
减持
QNST
QUINSTREET INC
-$24.9K
19,876
-1%
增持
CUBE
CUBESMART
+$23.9K
9,216
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$23.3K
3,416
+2%
增持
EMR
EMERSON ELEC CO
+$23.1K
2,344
+13%
增持
VRRM
VERRA MOBILITY CORP
+$22.2K
9,914
+0%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$21.6K
31,980
+9%
减持
MTH
MERITAGE HOMES CORP
-$21.3K
1,550
-0%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$20.4K
9,877
+5%
增持
CCK
CROWN HLDGS INC
-$20.1K
16,762
+5%
增持
MRK
MERCK & CO INC
-$20.0K
3,177
+1%
增持
ROK
ROCKWELL AUTOMATION INC
+$18.5K
5,463
+7%
增持
VTI
VANGUARD INDEX FDS
+$16.0K
1,579
+1%
减持
—
EXXON MOBIL CORP
-$14.7K
8,754
-0%
增持
PKG
PACKAGING CORP AMER
+$13.3K
1,547
+9%
增持
JBGS
JBG SMITH PPTYS
+$12.7K
25,116
+9%
增持
NTST
NETSTREIT CORP
-$12.4K
22,408
+10%
增持
APG
API GROUP CORP
-$11.7K
52,835
+4%
增持
PLD
PROLOGIS INC.
-$11.7K
3,655
+13%
增持
HHH
HOWARD HUGHES HOLDINGS INC
+$11.1K
5,595
+16%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$10.7K
3,305
+7%
增持
CCI
CROWN CASTLE INC
+$10.6K
3,574
+12%
增持
—
LIONS GATE ENTMNT CORP
-$10.4K
19,631
+0%
增持
VICI
VICI PPTYS INC
-$10.2K
34,976
+3%
减持
—
SPOTIFY TECHNOLOGY S A
-$9.3K
2,274
-17%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$8.9K
10,396
+0%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$8.1K
3,794
+2%
增持
STWD
STARWOOD PPTY TR INC
+$7.7K
124,409
+8%
增持
JOE
ST JOE CO
-$7.4K
7,661
+4%
增持
ADEA
ADEIA INC
+$7.3K
27,321
+0%
增持
CVX
CHEVRON CORP NEW
+$6.4K
2,588
+2%
增持
—
BLACKROCK INC
-$4.3K
559
+5%
增持
—
MEDTRONIC PLC
+$3.8K
2,827
+13%
增持
ABT
ABBOTT LABS
-$3.6K
3,287
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.8K
7,374
+2%
增持
CAT
CATERPILLAR INC
-$2.6K
969
+9%
增持
AGG
ISHARES TR
-$1.4K
2,511
+0%
