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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 137 项
建仓 11
增持 70
减持 50
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
FLOT
ISHARES TR
-$7.3M
98,336
-59%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$5.4M
293,461
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$5.4M
198,166
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。
增持
USFR
WISDOMTREE TR
+$3.9M
694,600
+13%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$3.0M
133,673
-29%
建仓
DG
DOLLAR GEN CORP NEW
+$2.0M
22,193
建仓
MRP
MILLROSE PPTYS INC
+$1.9M
72,686
减持
TSLA
TESLA INC
-$1.7M
10,525
-5%
增持
HD
HOME DEPOT INC
-$1.7M
79,381
+0%
建仓
MELI
MERCADOLIBRE INC
+$1.6M
834
减持
ILMN
ILLUMINA INC
-$1.6M
2,853
-79%
建仓
GTLB
GITLAB INC
+$1.4M
30,851
清仓
MRVL
MARVELL TECHNOLOGY INC
-$1.4M
0
-100%
减持
RH
RH
-$1.1M
5,336
-10%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$790.6K
0
-100%
增持
IBTI
ISHARES TR
+$623.1K
247,149
+11%
减持
JEF
JEFFERIES FINL GROUP INC
-$482.6K
19,398
-0%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$464.7K
272,365
+8%
增持
STWD
STARWOOD PPTY TR INC
+$461.2K
164,623
+12%
增持
AGG
ISHARES TR
+$457.0K
8,447
+116%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$408.8K
281,868
+7%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$376.7K
281,707
+7%
增持
CARR
CARRIER GLOBAL CORPORATION
+$368.8K
23,374
+43%
减持
IQV
IQVIA HLDGS INC
-$341.9K
10,763
-6%
增持
APO
APOLLO GLOBAL MGMT INC
-$327.4K
15,559
+5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$322.7K
10,800
+4%
增持
PFXF
VANECK ETF TRUST
+$312.3K
459,395
+7%
减持
AAPL
APPLE INC
-$311.6K
10,794
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$307.4K
14,701
+60%
减持
AMAT
APPLIED MATLS INC
-$292.2K
10,181
-6%
增持
VTI
VANGUARD INDEX FDS
+$289.1K
2,691
+73%
增持
AA
ALCOA CORP
+$289.0K
37,546
+66%
增持
IR
INGERSOLL RAND INC
+$286.8K
20,576
+37%
建仓
NEM
NEWMONT CORP
+$259.6K
5,378
增持
BAX
BAXTER INTL INC
+$254.6K
35,558
+8%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$248.8K
0
-100%
清仓
DIS
DISNEY WALT CO
-$245.9K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$240.4K
26,989
-6%
增持
ORCL
ORACLE CORP
-$231.4K
14,627
+7%
增持
CRM
SALESFORCE INC
-$222.3K
4,697
+6%
建仓
NOC
NORTHROP GRUMMAN CORP
+$218.1K
426
建仓
VOO
VANGUARD INDEX FDS
+$214.8K
418
增持
CCK
CROWN HLDGS INC
+$213.0K
18,859
+6%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$211.5K
4,674
清仓
VBR
VANGUARD INDEX FDS
-$211.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$209.2K
0
-100%
减持
BA
BOEING CO
-$204.7K
4,571
-18%
建仓
DVN
DEVON ENERGY CORP NEW
+$201.7K
5,394
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$179.1K
2,390
-1%
增持
OXY
OCCIDENTAL PETE CORP
+$176.3K
39,519
+10%
减持
HCA
HCA HEALTHCARE INC
+$176.3K
5,092
-3%
增持
SCHW
SCHWAB CHARLES CORP
+$175.5K
29,141
+2%
减持
BX
BLACKSTONE INC
-$172.2K
3,163
-11%
增持
NVDA
NVIDIA CORPORATION
-$167.3K
10,639
+8%
增持
GOOG
ALPHABET INC
-$166.1K
5,022
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$161.2K
16,333
+5%
减持
AMZN
AMAZON COM INC
-$157.0K
4,070
-4%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$144.7K
32,492
-2%
减持
LKQ
LKQ CORP
+$143.0K
35,422
-5%
减持
META
META PLATFORMS INC
-$130.0K
1,226
-14%
增持
SPYM
SPDR SER TR
+$126.7K
5,682
+59%
增持
ROK
ROCKWELL AUTOMATION INC
-$122.8K
7,570
+4%
减持
ABBV
ABBVIE INC
+$115.2K
3,727
-1%
增持
BN
BROOKFIELD CORP
-$113.1K
42,352
+4%
减持
WELL
WELLTOWER INC
+$112.2K
4,467
-2%
增持
A
AGILENT TECHNOLOGIES INC
-$100.8K
8,261
+4%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$100.8K
183,228
+7%
增持
LEN
LENNAR CORP
-$97.8K
106,393
+18%
增持
VICI
VICI PPTYS INC
+$96.6K
27,464
+0%
减持
MSFT
MICROSOFT CORP
-$92.5K
1,779
-1%
增持
PHG
KONINKLIJKE PHILIPS N V
+$91.1K
56,457
+6%
增持
LULU
LULULEMON ATHLETICA INC
-$88.6K
950
+2%
增持
MS
MORGAN STANLEY
+$87.9K
10,754
+16%
增持
CSX
CSX CORP
-$87.8K
53,470
+4%
减持
BLK
BLACKROCK INC
-$85.9K
584
-6%
增持
DASH
DOORDASH INC
+$81.5K
3,173
+7%
增持
APG
API GROUP CORP
+$79.6K
66,162
+4%
增持
WRB
BERKLEY W R CORP
+$79.5K
6,269
+0%
增持
Z
ZILLOW GROUP INC
-$76.2K
20,075
+2%
减持
PECO
PHILLIPS EDISON & CO INC
-$73.9K
20,877
-6%
减持
VTR
VENTAS INC
+$72.4K
7,859
-1%
增持
—
EXXON MOBIL CORP
+$72.4K
6,087
+0%
减持
CDP
COPT DEFENSE PROPERTIES
-$69.5K
17,378
-1%
减持
ABT
ABBOTT LABS
+$67.6K
3,548
-0%
增持
LH
LABCORP HOLDINGS INC
+$63.6K
6,781
+3%
减持
AEP
AMERICAN ELEC PWR CO INC
+$59.6K
3,522
-0%
减持
GOOGL
ALPHABET INC
-$56.9K
1,352
-4%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$56.7K
9,729
-0%
增持
MCD
MCDONALDS CORP
+$56.0K
2,390
+0%
减持
CCI
CROWN CASTLE INC
+$52.5K
4,012
-0%
减持
CVX
CHEVRON CORP NEW
+$52.2K
2,622
-2%
增持
PG
PROCTER AND GAMBLE CO
+$51.9K
2,394
+13%
增持
LLY
ELI LILLY & CO
+$50.5K
649
+3%
减持
SPG
SIMON PPTY GROUP INC NEW
-$49.6K
6,912
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$48.1K
1,201
-0%
增持
AVGO
BROADCOM INC
-$45.8K
1,305
+14%
减持
NTST
NETSTREIT CORP
+$42.4K
26,050
-0%
减持
ADC
AGREE RLTY CORP
+$41.1K
6,824
-1%
增持
PKG
PACKAGING CORP AMER
-$40.6K
1,664
+1%
增持
PAYX
PAYCHEX INC
+$37.1K
2,220
+2%
增持
CAT
CATERPILLAR INC
-$32.8K
1,038
+0%
增持
PPL
PPL CORP
+$32.2K
8,722
+0%
增持
AFL
AFLAC INC
+$31.3K
3,946
+0%
减持
FSK
FS KKR CAP CORP
-$31.2K
10,105
-10%
增持
LAMR
LAMAR ADVERTISING CO NEW
-$29.7K
4,083
+1%
增持
COST
COSTCO WHSL CORP NEW
+$29.4K
592
+2%
增持
MRK
MERCK & CO INC
-$27.8K
3,352
+1%
增持
NNN
NNN REIT INC
+$25.7K
12,187
+1%
减持
—
SILA REALTY TRUST INC
-$24.3K
8,804
-17%
增持
JPM
JPMORGAN CHASE & CO.
+$23.7K
3,562
+0%
减持
PLD
PROLOGIS INC.
+$21.6K
3,950
-1%
减持
HHH
HOWARD HUGHES HOLDINGS INC
-$21.2K
6,051
-1%
增持
RPM
RPM INTL INC
-$20.7K
10,039
+5%
减持
SCHX
SCHWAB STRATEGIC TR
-$20.3K
18,010
-0%
增持
QCOM
QUALCOMM INC
+$19.5K
16,506
+1%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$19.2K
3,794
-0%
减持
JBGS
JBG SMITH PPTYS
+$18.1K
26,910
-0%
减持
MU
MICRON TECHNOLOGY INC
-$17.6K
17,604
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$16.7K
3,749
+0%
减持
JOE
ST JOE CO
+$13.6K
8,439
-1%
增持
ON
ON SEMICONDUCTOR CORP
+$12.9K
41,841
+56%
增持
PANW
PALO ALTO NETWORKS INC
-$12.1K
1,908
+3%
增持
WMT
WALMART INC
-$11.8K
6,062
+1%
增持
TXN
TEXAS INSTRS INC
-$11.5K
1,742
+1%
减持
—
MEDTRONIC PLC
+$8.0K
3,263
-9%
减持
EXR
EXTRA SPACE STORAGE INC
-$7.3K
4,404
-0%
减持
V
VISA INC
+$6.8K
958
-8%
增持
ADEA
ADEIA INC
+$6.4K
12,904
+10%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$5.5K
4,142
+0%
减持
EQR
EQUITY RESIDENTIAL
-$4.8K
6,576
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$4.0K
1,271
+2%
增持
CUBE
CUBESMART
+$3.9K
10,168
+1%
减持
ELS
EQUITY LIFESTYLE PPTYS INC
-$3.7K
6,468
-1%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$2.3K
16,047
+3%
减持
BEPC
BROOKFIELD RENEWABLE CORP
-$2.2K
39,171
-1%
增持
NEE
NEXTERA ENERGY INC
-$1.6K
3,721
+1%
增持
EOSE
EOS ENERGY ENTERPRISES INC
-$1.5K
12,450
+25%