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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 57
减持 55
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.8M
124,964
-7%
减持
USFR
WISDOMTREE TR
-$4.9M
596,792
-14%
建仓
NOBL
PROSHARES TR
+$2.5M
24,967
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。
建仓
SYK
STRYKER CORPORATION
+$2.0M
5,124
建仓
COF
CAPITAL ONE FINL CORP
+$2.0M
9,372
建仓
EME
EMCOR GROUP INC
+$2.0M
3,693
清仓
OXY
OCCIDENTAL PETE CORP
-$2.0M
0
-100%
增持
QCOM
QUALCOMM INC
+$1.9M
28,159
+71%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$1.9M
7,225
建仓
TRV
TRAVELERS COMPANIES INC
+$1.9M
7,192
建仓
IBTH
ISHARES TR
+$1.8M
81,500
增持
NEE
NEXTERA ENERGY INC
+$1.7M
28,330
+661%
增持
GOOG
ALPHABET INC
+$1.7M
13,973
+178%
清仓
CSX
CSX CORP
-$1.6M
0
-100%
清仓
LKQ
LKQ CORP
-$1.5M
0
-100%
增持
ORCL
ORACLE CORP
+$1.5M
16,148
+10%
清仓
BAX
BAXTER INTL INC
-$1.2M
0
-100%
减持
LEN
LENNAR CORP
-$1.1M
100,010
-6%
清仓
AA
ALCOA CORP
-$1.1M
0
-100%
增持
TSLA
TESLA INC
+$1.1M
12,104
+15%
建仓
DHI
D R HORTON INC
+$1.0M
7,798
增持
MU
MICRON TECHNOLOGY INC
+$997.4K
20,503
+16%
减持
APG
API GROUP CORP
+$984.2K
65,625
-1%
建仓
VO
VANGUARD INDEX FDS
+$910.5K
3,254
建仓
BIV
VANGUARD BD INDEX FDS
+$904.1K
11,690
增持
AMAT
APPLIED MATLS INC
+$882.2K
12,889
+27%
增持
ON
ON SEMICONDUCTOR CORP
+$842.2K
48,554
+16%
增持
NVDA
NVIDIA CORPORATION
+$826.1K
12,527
+18%
增持
DG
DOLLAR GEN CORP NEW
+$822.4K
24,251
+9%
增持
PHG
KONINKLIJKE PHILIPS N V
+$802.1K
93,247
+65%
增持
PFXF
VANECK ETF TRUST
+$773.5K
494,913
+8%
清仓
PECO
PHILLIPS EDISON & CO INC
-$761.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$759.7K
1,716
+311%
增持
RPM
RPM INTL INC
+$756.8K
17,462
+74%
减持
—
ISHARES TR
-$712.9K
14,000
-69%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$680.2K
11,915
-63%
增持
HD
HOME DEPOT INC
+$618.1K
81,034
+2%
减持
BEPC
BROOKFIELD RENEWABLE CORP
-$561.7K
16,229
-59%
增持
SCHW
SCHWAB CHARLES CORP
+$555.9K
31,094
+7%
增持
CARR
CARRIER GLOBAL CORPORATION
+$550.9K
27,775
+19%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$542.0K
215,493
+9%
增持
APO
APOLLO GLOBAL MGMT INC
+$525.4K
18,722
+20%
增持
GTLB
GITLAB INC
+$518.2K
43,630
+41%
增持
CCK
CROWN HLDGS INC
+$512.2K
21,320
+13%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$482.5K
316,595
+8%
减持
SPG
SIMON PPTY GROUP INC NEW
-$471.6K
4,207
-39%
增持
MSFT
MICROSOFT CORP
+$461.5K
2,271
+28%
增持
IQV
IQVIA HLDGS INC
+$447.1K
14,878
+38%
清仓
PSMT
PRICESMART INC
-$439.3K
0
-100%
清仓
ELS
EQUITY LIFESTYLE PPTYS INC
-$431.4K
0
-100%
增持
BN
BROOKFIELD CORP
+$420.5K
42,687
+1%
清仓
CCI
CROWN CASTLE INC
-$418.2K
0
-100%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$416.6K
290,838
+7%
增持
HCA
HCA HEALTHCARE INC
+$407.3K
5,656
+11%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$406.5K
17,712
+10%
增持
LH
LABCORP HOLDINGS INC
+$400.9K
7,540
+11%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$397.6K
301,243
+7%
减持
MELI
MERCADOLIBRE INC
+$385.5K
770
-8%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$383.7K
12,245
+13%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$382.1K
300,704
+7%
减持
JEF
JEFFERIES FINL GROUP INC
-$370.1K
12,233
-37%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$362.3K
5,390
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$351.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$346.8K
4,210
+18%
增持
A
AGILENT TECHNOLOGIES INC
+$323.3K
10,928
+32%
减持
UBER
UBER TECHNOLOGIES INC
-$314.2K
17,709
-34%
减持
VTR
VENTAS INC
-$302.4K
3,768
-52%
增持
DASH
DOORDASH INC
+$297.2K
3,558
+12%
减持
—
EXXON MOBIL CORP
-$288.6K
4,038
-34%
减持
WELL
WELLTOWER INC
-$282.8K
2,612
-42%
减持
VICI
VICI PPTYS INC
-$279.3K
18,913
-31%
减持
ADC
AGREE RLTY CORP
-$277.5K
3,411
-50%
增持
CRM
SALESFORCE INC
+$270.4K
5,614
+20%
减持
EXR
EXTRA SPACE STORAGE INC
-$269.4K
2,608
-41%
清仓
LULU
LULULEMON ATHLETICA INC
-$268.9K
0
-100%
增持
FLOT
ISHARES TR
+$265.2K
103,591
+5%
建仓
—
BROOKFIELD BUSINESS CORP
+$261.9K
8,393
建仓
VB
VANGUARD INDEX FDS
+$258.1K
1,089
增持
IR
INGERSOLL RAND INC
+$253.9K
22,849
+11%
减持
EQR
EQUITY RESIDENTIAL
-$248.7K
3,289
-50%
建仓
GS
GOLDMAN SACHS GROUP INC
+$240.6K
340
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$235.2K
1,149
清仓
—
SILA REALTY TRUST INC
-$235.2K
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$235.0K
1,050
减持
CDP
COPT DEFENSE PROPERTIES
-$232.5K
8,752
-50%
减持
MS
MORGAN STANLEY
+$231.8K
10,553
-2%
减持
PLD
PROLOGIS INC.
-$230.9K
2,004
-49%
减持
ROK
ROCKWELL AUTOMATION INC
+$229.8K
6,580
-13%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$228.7K
0
-100%
建仓
CME
CME GROUP INC
+$227.4K
825
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$224.3K
3,992
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$222.7K
8,779
+88%
清仓
MGK
VANGUARD WORLD FD
-$221.5K
0
-100%
减持
CUBE
CUBESMART
-$221.3K
5,010
-51%
减持
NNN
NNN REIT INC
-$219.5K
6,955
-43%
建仓
HON
HONEYWELL INTL INC
+$216.1K
928
减持
JBGS
JBG SMITH PPTYS
-$215.9K
12,577
-53%
建仓
VUG
VANGUARD INDEX FDS
+$214.3K
489
减持
NTST
NETSTREIT CORP
-$212.3K
11,847
-55%
清仓
FSK
FS KKR CAP CORP
-$211.7K
0
-100%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$211.3K
2,087
-49%
增持
WRB
BERKLEY W R CORP
+$210.5K
8,937
+43%
建仓
PRM
PERIMETER SOLUTIONS INC
+$210.3K
15,105
清仓
DVN
DEVON ENERGY CORP NEW
-$201.7K
0
-100%
增持
META
META PLATFORMS INC
+$199.8K
1,228
+0%
减持
JOE
ST JOE CO
-$195.7K
4,204
-50%
增持
Z
ZILLOW GROUP INC
+$189.8K
22,358
+11%
减持
BA
BOEING CO
+$176.1K
4,561
-0%
增持
RH
RH
-$169.5K
5,721
+7%
增持
ILMN
ILLUMINA INC
+$146.5K
3,908
+37%
减持
MRP
MILLROSE PPTYS INC
+$145.3K
72,685
-0%
增持
STWD
STARWOOD PPTY TR INC
+$139.9K
169,131
+3%
增持
V
VISA INC
+$133.5K
1,322
+38%
减持
AVGO
BROADCOM INC
+$116.1K
1,214
-7%
减持
ABBV
ABBVIE INC
-$116.0K
3,582
-4%
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$102.8K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$101.4K
18,802
+15%
增持
EOSE
EOS ENERGY ENTERPRISES INC
+$99.9K
28,700
+131%
增持
MKL
MARKEL GROUP INC
+$98.4K
551
+3%
增持
IBTI
ISHARES TR
+$96.1K
250,233
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$87.1K
14,636
-0%
减持
MRK
MERCK & CO INC
-$80.7K
2,782
-17%
减持
CAH
CARDINAL HEALTH INC
+$79.2K
3,726
-6%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$77.4K
192,714
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$67.2K
2,482
+4%
减持
AEP
AMERICAN ELEC PWR CO INC
-$65.1K
3,082
-12%
建仓
BLND
BLEND LABS INC
+$64.7K
19,600
减持
KDP
KEURIG DR PEPPER INC
-$59.9K
6,327
-20%
增持
KKR
KKR & CO INC
+$59.5K
1,983
+12%
减持
PANW
PALO ALTO NETWORKS INC
+$54.2K
1,856
-3%
减持
WMT
WALMART INC
+$51.9K
5,973
-1%
减持
BLK
BLACKROCK INC
+$50.6K
575
-2%
减持
PG
PROCTER AND GAMBLE CO
-$49.2K
2,252
-6%
减持
PPL
PPL CORP
-$48.3K
7,867
-10%
增持
MCD
MCDONALDS CORP
-$47.4K
2,393
+0%
减持
COST
COSTCO WHSL CORP NEW
-$46.1K
519
-12%
增持
GOOGL
ALPHABET INC
+$45.6K
1,445
+7%
减持
PKG
PACKAGING CORP AMER
-$42.9K
1,521
-9%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$40.9K
8,973
-4%
减持
AFL
AFLAC INC
-$39.1K
3,790
-4%
减持
AMZN
AMAZON COM INC
+$37.8K
3,702
-9%
增持
HHH
HOWARD HUGHES HOLDINGS INC
-$37.5K
6,086
+1%
增持
AAPL
APPLE INC
+$36.5K
11,864
+10%
减持
TXN
TEXAS INSTRS INC
+$36.4K
1,683
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$34.5K
1,198
-6%
减持
SPYM
SPDR SERIES TRUST
+$34.1K
5,610
-1%
减持
LLY
ELI LILLY & CO
-$32.4K
646
-0%
减持
PAYX
PAYCHEX INC
-$30.9K
2,142
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$29.8K
6,472
-5%
减持
ABT
ABBOTT LABS
-$24.9K
3,277
-8%
