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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 14
增持 76
减持 50
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$6.8M
692,203
-16%
增持
HD
HOME DEPOT INC
+$5.2M
84,124
+0%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.8M
15,830
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
LEN
LENNAR CORP
+$2.4M
90,266
-7%
建仓
PHG
KONINKLIJKE PHILIPS N V
+$1.6M
49,337
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
296,722
-22%
增持
PFXF
VANECK ETF TRUST
+$1.2M
405,387
+14%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$1.2M
15,225
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$1.1M
0
-100%
增持
FLOT
ISHARES TR
+$1.1M
188,878
+14%
建仓
CRM
SALESFORCE INC
+$1.1M
4,141
建仓
MRVL
MARVELL TECHNOLOGY INC
+$938.4K
13,011
增持
TSLA
TESLA INC
+$816.3K
10,737
+7%
减持
OXY
OCCIDENTAL PETE CORP
-$786.3K
25,100
-24%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$717.6K
238,244
+14%
清仓
—
SPOTIFY TECHNOLOGY S A
-$713.6K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$702.4K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$695.8K
248,239
+14%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$666.8K
248,734
+14%
增持
JEF
JEFFERIES FINL GROUP INC
+$631.4K
19,474
+71%
增持
JMBS
JANUS DETROIT STR TR
+$570.7K
74,775
+14%
减持
AA
ALCOA CORP
-$562.9K
20,701
-40%
增持
IBTI
ISHARES TR
+$529.6K
162,850
+13%
减持
DIS
DISNEY WALT CO
-$502.2K
10,843
-30%
减持
ORCL
ORACLE CORP
+$452.6K
16,955
-2%
减持
RH
RH
+$427.2K
5,690
-6%
增持
CCK
CROWN HLDGS INC
+$397.5K
17,150
+2%
增持
LKQ
LKQ CORP
+$391.0K
35,986
+43%
增持
UPS
UNITED PARCEL SERVICE INC
+$366.4K
14,691
+23%
增持
IQV
IQVIA HLDGS INC
+$345.4K
7,558
+11%
清仓
KO
COCA COLA CO
-$335.2K
0
-100%
增持
STWD
STARWOOD PPTY TR INC
+$332.8K
131,951
+6%
增持
ROK
ROCKWELL AUTOMATION INC
+$319.6K
6,792
+24%
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$313.1K
0
-100%
增持
AGG
ISHARES TR
+$302.2K
5,392
+115%
建仓
KDP
KEURIG DR PEPPER INC
+$297.7K
7,944
建仓
PAYX
PAYCHEX INC
+$296.0K
2,206
减持
Z
ZILLOW GROUP INC
-$295.3K
18,389
-42%
减持
—
EXXON MOBIL CORP
-$292.2K
6,104
-30%
减持
—
BROOKFIELD INFRASTRUCTURE CO
+$285.8K
31,366
-2%
增持
QCOM
QUALCOMM INC
-$275.8K
15,314
+6%
建仓
VST
VISTRA CORP
+$267.9K
2,260
建仓
SDY
SPDR SER TR
+$265.0K
1,866
清仓
EMR
EMERSON ELEC CO
-$258.2K
0
-100%
减持
BAX
BAXTER INTL INC
-$257.1K
21,070
-33%
清仓
BRO
BROWN & BROWN INC
-$254.8K
0
-100%
减持
HCA
HCA HEALTHCARE INC
+$241.3K
4,467
-9%
建仓
KKR
KKR & CO INC
+$237.5K
1,819
建仓
AXP
AMERICAN EXPRESS CO
+$230.8K
851
减持
AMAT
APPLIED MATLS INC
-$226.0K
5,958
-2%
建仓
VNQ
VANGUARD INDEX FDS
+$222.9K
2,288
增持
ON
ON SEMICONDUCTOR CORP
+$220.5K
23,689
+8%
建仓
VBR
VANGUARD INDEX FDS
+$213.7K
1,065
建仓
IVV
ISHARES TR
+$207.7K
360
清仓
DVN
DEVON ENERGY CORP NEW
-$205.6K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$200.2K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$198.9K
10,212
-3%
清仓
—
AMCOR PLC
-$193.5K
0
-100%
增持
VICI
VICI PPTYS INC
+$175.5K
35,343
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$153.6K
1,200
+2%
增持
IR
INGERSOLL RAND INC
+$147.4K
13,882
+4%
减持
—
BROOKFIELD RENEWABLE CORP
+$146.9K
36,722
-1%
减持
ILMN
ILLUMINA INC
-$146.8K
11,125
-27%
增持
MCD
MCDONALDS CORP
+$144.4K
2,388
+4%
增持
A
AGILENT TECHNOLOGIES INC
+$141.6K
7,155
+1%
增持
VTR
VENTAS INC
+$132.6K
7,752
+9%
增持
SPG
SIMON PPTY GROUP INC NEW
+$127.3K
6,899
+1%
增持
—
BLACKROCK INC
+$119.1K
589
+5%
增持
WELL
WELLTOWER INC
+$118.8K
4,480
+3%
减持
PSMT
PRICESMART INC
-$109.5K
5,000
-29%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$109.5K
14,481
+3%
减持
BN
BROOKFIELD CORP
+$106.6K
38,851
-18%
增持
CDP
COPT DEFENSE PROPERTIES
+$106.3K
17,300
+3%
增持
ADC
AGREE RLTY CORP
+$106.0K
6,727
+4%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$104.3K
151,879
+11%
增持
AFL
AFLAC INC
+$103.1K
3,929
+4%
增持
SCHW
SCHWAB CHARLES CORP
-$101.8K
26,667
+7%
增持
CUBE
CUBESMART
+$101.1K
9,611
+4%
减持
EXR
EXTRA SPACE STORAGE INC
+$98.8K
4,250
-1%
增持
META
META PLATFORMS INC
+$97.0K
1,421
+0%
减持
ABBV
ABBVIE INC
+$95.9K
4,052
-1%
减持
LH
LABCORP HOLDINGS INC
+$94.8K
6,058
-2%
增持
WMT
WALMART INC
+$93.6K
5,929
+4%
增持
MS
MORGAN STANLEY
+$91.9K
9,248
+3%
增持
NNN
NNN REIT INC
+$91.3K
11,868
+4%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$89.0K
9,829
-0%
减持
AMZN
AMAZON COM INC
-$85.6K
4,328
-6%
减持
MKL
MARKEL GROUP INC
-$84.2K
538
-9%
增持
HHH
HOWARD HUGHES HOLDINGS INC
+$81.7K
5,739
+3%
增持
CAT
CATERPILLAR INC
+$80.9K
1,032
+7%
增持
GOOG
ALPHABET INC
-$80.0K
4,942
+0%
增持
KMX
CARMAX INC
+$80.0K
11,705
+4%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$78.1K
3,979
+5%
增持
JBGS
JBG SMITH PPTYS
+$75.5K
26,200
+4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$75.3K
3,519
+8%
增持
NEE
NEXTERA ENERGY INC
+$74.8K
3,680
+10%
减持
RPM
RPM INTL INC
+$73.9K
9,115
-5%
减持
CCI
CROWN CASTLE INC
+$71.5K
3,546
-1%
减持
CVX
CHEVRON CORP NEW
-$71.4K
2,264
-13%
增持
PKG
PACKAGING CORP AMER
+$71.3K
1,642
+6%
增持
PPL
PPL CORP
+$71.0K
8,646
+11%
增持
NEM
NEWMONT CORP
+$69.9K
5,221
+5%
减持
HURC
HURCO CO
+$65.0K
12,043
-3%
增持
APD
AIR PRODS & CHEMS INC
+$63.9K
946
+12%
减持
PATK
PATRICK INDS INC
+$63.1K
2,765
-9%
增持
PLD
PROLOGIS INC.
+$62.9K
3,749
+3%
增持
—
MEDTRONIC PLC
+$62.9K
3,170
+12%
增持
ABT
ABBOTT LABS
+$62.2K
3,541
+8%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$59.4K
6,303
+5%
减持
MTH
MERITAGE HOMES CORP
+$57.8K
1,505
-3%
增持
CSX
CSX CORP
+$55.8K
49,137
+0%
增持
JOE
ST JOE CO
+$55.6K
8,141
+6%
减持
LE
LANDS END INC NEW
+$55.3K
20,890
-7%
增持
MU
MICRON TECHNOLOGY INC
+$55.1K
11,948
+33%
增持
CAH
CARDINAL HEALTH INC
+$54.5K
4,157
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$54.3K
3,534
+3%
增持
NTST
NETSTREIT CORP
+$52.6K
25,006
+12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$52.5K
6,787
+11%
增持
TXN
TEXAS INSTRS INC
+$49.1K
1,723
+9%
增持
EQR
EQUITY RESIDENTIAL
+$46.6K
6,329
+3%
增持
APG
API GROUP CORP
-$45.0K
58,848
+11%
增持
PG
PROCTER AND GAMBLE CO
+$44.5K
2,082
+9%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$44.3K
1,237
+11%
减持
GDOT
GREEN DOT CORP
+$43.9K
21,819
-3%
减持
CASH
PATHWARD FINANCIAL INC
+$37.6K
4,708
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$36.9K
7,600
+3%
减持
—
LIONS GATE ENTMNT CORP
-$35.1K
19,131
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$31.3K
6,010
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$30.8K
9,286
+12%
减持
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$29.8K
10,128
-3%
减持
COST
COSTCO WHSL CORP NEW
-$28.4K
572
-9%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$28.3K
4,109
+1%
增持
MSFT
MICROSOFT CORP
-$28.3K
1,721
+0%
减持
APO
APOLLO GLOBAL MGMT INC
+$27.1K
18,489
-4%
增持
WRB
BERKLEY W R CORP
+$26.8K
6,187
+50%
减持
DASH
DOORDASH INC
+$21.9K
2,687
-19%
减持
AX
AXOS FINANCIAL INC
+$20.0K
4,682
-2%
减持
UBER
UBER TECHNOLOGIES INC
+$19.1K
13,617
-1%
减持
VTI
VANGUARD INDEX FDS
+$16.7K
1,551
-2%
减持
LLY
ELI LILLY & CO
-$15.5K
609
-1%
增持
NVDA
NVIDIA CORPORATION
+$14.0K
9,382
+3%
减持
HAE
HAEMONETICS CORP MASS
-$14.0K
3,104
-3%
减持
ADEA
ADEIA INC
+$11.8K
26,651
-2%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
+$11.3K
6,179
+1%
减持
QNST
QUINSTREET INC
-$6.5K
16,895
-15%
增持
MRK
MERCK & CO INC
-$6.0K
3,411
+7%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$5.9K
3,206
-3%
减持
PLAB
PHOTRONICS INC
-$5.0K
9,427
-2%
减持
CRNC
CERENCE INC
+$2.9K
11,575
-3%
减持
—
FONAR CORP
-$2.9K
11,769
-3%
