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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 9
增持 82
减持 28
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$3.7M
617,314
-11%
清仓
JMBS
JANUS DETROIT STR TR
-$3.5M
0
-100%
减持
HD
HOME DEPOT INC
-$3.3M
79,195
-6%
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
+$3.2M
188,557
-36%
增持
FLOT
ISHARES TR
+$2.7M
242,552
+28%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.0M
4,512
-71%
增持
TSLA
TESLA INC
+$1.7M
11,075
+3%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$1.4M
0
-100%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$1.3M
33,007
增持
IBTI
ISHARES TR
+$1.2M
222,608
+37%
清仓
—
BROOKFIELD RENEWABLE CORP
-$1.2M
0
-100%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$1.1M
39,619
清仓
KMX
CARMAX INC
-$905.7K
0
-100%
减持
DIS
DISNEY WALT CO
-$797.1K
2,209
-80%
增持
UBER
UBER TECHNOLOGIES INC
+$702.6K
28,615
+110%
建仓
BLK
BLACKROCK INC
+$638.6K
623
减持
ORCL
ORACLE CORP
-$612.8K
13,661
-19%
增持
AMAT
APPLIED MATLS INC
+$566.0K
10,882
+83%
清仓
—
BLACKROCK INC
-$559.3K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$480.7K
35,911
+43%
减持
MRVL
MARVELL TECHNOLOGY INC
+$479.1K
12,833
-1%
增持
IQV
IQVIA HLDGS INC
+$448.4K
11,396
+51%
增持
RH
RH
+$436.6K
5,944
+4%
清仓
PATK
PATRICK INDS INC
-$393.7K
0
-100%
增持
ILMN
ILLUMINA INC
+$391.1K
13,784
+24%
减持
VICI
VICI PPTYS INC
-$378.0K
27,361
-23%
增持
SCHW
SCHWAB CHARLES CORP
+$377.4K
28,451
+7%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$372.4K
170,987
+13%
清仓
LE
LANDS END INC NEW
-$360.8K
0
-100%
增持
CRM
SALESFORCE INC
+$349.3K
4,435
+7%
增持
APG
API GROUP CORP
+$343.2K
63,562
+8%
清仓
QNST
QUINSTREET INC
-$323.2K
0
-100%
减持
JEF
JEFFERIES FINL GROUP INC
+$323.1K
19,410
-0%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$320.8K
15,563
+7%
清仓
CASH
PATHWARD FINANCIAL INC
-$310.8K
0
-100%
清仓
MTH
MERITAGE HOMES CORP
-$308.6K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$308.2K
18,385
+54%
清仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$294.5K
0
-100%
清仓
AX
AXOS FINANCIAL INC
-$294.4K
0
-100%
清仓
NEM
NEWMONT CORP
-$279.1K
0
-100%
增持
Z
ZILLOW GROUP INC
+$278.4K
19,616
+7%
增持
PHG
KONINKLIJKE PHILIPS N V
-$271.4K
53,036
+7%
清仓
VRRM
VERRA MOBILITY CORP
-$268.7K
0
-100%
清仓
VST
VISTRA CORP
-$267.9K
0
-100%
增持
BN
BROOKFIELD CORP
+$267.8K
40,605
+5%
清仓
NOC
NORTHROP GRUMMAN CORP
-$267.7K
0
-100%
清仓
SDY
SPDR SER TR
-$265.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$264.3K
1,140
建仓
—
SILA REALTY TRUST INC
+$259.4K
10,667
清仓
GDOT
GREEN DOT CORP
-$255.5K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$255.3K
7,274
+7%
清仓
HURC
HURCO CO
-$253.7K
0
-100%
清仓
HAE
HAEMONETICS CORP MASS
-$249.5K
0
-100%
减持
BA
BOEING CO
-$248.6K
5,561
-31%
建仓
SPYM
SPDR SER TR
+$246.9K
3,582
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$245.7K
263,046
+6%
清仓
PLAB
PHOTRONICS INC
-$233.4K
0
-100%
增持
HCA
HCA HEALTHCARE INC
-$232.2K
5,275
+18%
清仓
AXP
AMERICAN EXPRESS CO
-$230.8K
0
-100%
清仓
AZO
AUTOZONE INC
-$226.8K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$222.9K
0
-100%
清仓
CMCO
COLUMBUS MCKINNON CORP N Y
-$222.4K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$217.8K
262,476
+6%
增持
AAPL
APPLE INC
+$212.5K
10,819
+1%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$212.0K
3,748
减持
WTI
W & T OFFSHORE INC
-$209.7K
55,000
-61%
清仓
EVI
EVI INDS INC
-$208.6K
0
-100%
增持
MS
MORGAN STANLEY
+$202.8K
9,281
+0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$201.1K
0
-100%
清仓
—
INMODE LTD
-$195.1K
0
-100%
清仓
—
FONAR CORP
-$190.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$181.0K
9,832
+5%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$179.6K
252,255
+6%
增持
CCK
CROWN HLDGS INC
-$174.0K
17,782
+4%
减持
AGG
ISHARES TR
-$167.5K
3,906
-28%
增持
BAX
BAXTER INTL INC
+$162.6K
33,011
+57%
增持
LH
LABCORP HOLDINGS INC
+$160.9K
6,605
+9%
减持
ADEA
ADEIA INC
-$153.2K
11,743
-56%
清仓
—
LIONS GATE ENTMNT CORP
-$149.8K
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
+$148.6K
14,883
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$137.4K
2,413
-10%
减持
ABBV
ABBVIE INC
-$134.5K
3,746
-8%
建仓
DBRG
DIGITALBRIDGE GROUP INC
+$131.4K
11,653
减持
AMZN
AMAZON COM INC
+$124.9K
4,245
-2%
增持
GOOG
ALPHABET INC
+$124.4K
4,992
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$116.9K
1,203
+0%
增持
DASH
DOORDASH INC
+$114.9K
2,971
+11%
增持
CARR
CARRIER GLOBAL CORPORATION
-$112.3K
16,307
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$104.8K
3,546
+0%
增持
EXR
EXTRA SPACE STORAGE INC
-$104.6K
4,420
+4%
增持
STWD
STARWOOD PPTY TR INC
+$104.2K
147,408
+12%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$100.2K
10,337
+1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$92.7K
4,140
+1%
增持
JOE
ST JOE CO
-$92.1K
8,516
+5%
增持
QCOM
QUALCOMM INC
-$88.1K
16,378
+7%
增持
CUBE
CUBESMART
-$87.0K
10,044
+5%
减持
MKL
MARKEL GROUP INC
+$81.4K
536
-0%
增持
NNN
NNN REIT INC
-$81.4K
12,096
+2%
增持
RPM
RPM INTL INC
+$79.1K
9,605
+5%
增持
LKQ
LKQ CORP
-$72.6K
37,113
+3%
增持
WMT
WALMART INC
+$65.2K
6,021
+2%
减持
—
EXXON MOBIL CORP
-$64.0K
6,057
-1%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$63.2K
9,744
-1%
增持
V
VISA INC
+$63.1K
1,041
+8%
增持
GOOGL
ALPHABET INC
+$62.6K
1,405
+15%
减持
BX
BLACKSTONE INC
+$59.4K
3,563
-2%
减持
MRK
MERCK & CO INC
-$58.7K
3,304
-3%
增持
AA
ALCOA CORP
+$57.5K
22,662
+9%
增持
CCI
CROWN CASTLE INC
-$55.0K
4,029
+14%
增持
LLY
ELI LILLY & CO
-$53.9K
629
+3%
增持
PLD
PROLOGIS INC.
-$53.5K
3,973
+6%
增持
CVX
CHEVRON CORP NEW
+$53.0K
2,668
+18%
增持
PANW
PALO ALTO NETWORKS INC
-$51.6K
1,856
+63%
建仓
EOSE
EOS ENERGY ENTERPRISES INC
+$48.6K
10,000
增持
NEE
NEXTERA ENERGY INC
-$45.7K
3,702
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$45.3K
15,525
+6%
减持
—
TECHNIPFMC PLC
-$45.3K
7,500
-25%
减持
KDP
KEURIG DR PEPPER INC
-$45.1K
7,864
-1%
增持
NTST
NETSTREIT CORP
-$42.9K
26,180
+5%
增持
JBGS
JBG SMITH PPTYS
-$42.5K
27,030
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$38.5K
9,197
+21%
增持
LAMR
LAMAR ADVERTISING CO NEW
-$37.3K
4,060
+2%
减持
MCD
MCDONALDS CORP
-$36.7K
2,382
-0%
清仓
CRNC
CERENCE INC
-$36.5K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
-$35.8K
3,527
+0%
增持
CSX
CSX CORP
-$35.2K
51,486
+5%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$32.2K
1,246
+1%
增持
AFL
AFLAC INC
-$31.8K
3,939
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$31.7K
6,830
+1%
增持
SPG
SIMON PPTY GROUP INC NEW
+$31.5K
6,954
+1%
增持
TXN
TEXAS INSTRS INC
-$31.3K
1,731
+0%
增持
ON
ON SEMICONDUCTOR CORP
-$30.4K
26,798
+13%
增持
VTR
VENTAS INC
-$29.1K
7,947
+3%
增持
CAT
CATERPILLAR INC
-$28.5K
1,034
+0%
增持
HHH
HOWARD HUGHES HOLDINGS INC
+$25.1K
6,103
+6%
减持
KKR
KKR & CO INC
+$23.8K
1,767
-3%
增持
COST
COSTCO WHSL CORP NEW
+$23.4K
579
+1%
增持
META
META PLATFORMS INC
+$23.4K
1,429
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$22.9K
9,349
+1%
增持
ADC
AGREE RLTY CORP
-$21.1K
6,894
+2%
增持
MSFT
MICROSOFT CORP
+$19.8K
1,804
+5%
增持
CDP
COPT DEFENSE PROPERTIES
+$18.7K
17,558
+1%
增持
PKG
PACKAGING CORP AMER
+$16.4K
1,644
+0%
增持
WRB
BERKLEY W R CORP
+$15.6K
6,265
+1%
增持
PFXF
VANECK ETF TRUST
-$15.2K
428,239
+6%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
-$14.6K
6,533
+4%
减持
PECO
PHILLIPS EDISON & CO INC
-$12.7K
22,310
-1%
减持
FSK
FS KKR CAP CORP
+$11.5K
11,185
-5%
增持
VTI
VANGUARD INDEX FDS
+$11.3K
1,555
+0%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$10.5K
3,795
+18%
