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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 6
减持 82
清仓 56
方向
标的
Δ市值
现股数(环比)
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$5.9M
0
-100%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$5.9M
0
-100%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$5.7M
211,458
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
FLOT
ISHARES TR
-$5.1M
4,128
-96%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$4.6M
275,214
建仓
CLOX
SERIES PORTFOLIOS TR
+$4.4M
172,785
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.7M
113,432
-9%
减持
PFXF
VANECK ETF TRUST
-$3.5M
280,700
-43%
减持
USFR
WISDOMTREE TR
-$2.9M
540,111
-9%
清仓
MU
MICRON TECHNOLOGY INC
-$2.5M
0
-100%
减持
HD
HOME DEPOT INC
+$2.4M
79,180
-2%
建仓
ARI
APOLLO COML REAL EST FIN INC
+$2.3M
224,614
清仓
IBTH
ISHARES TR
-$1.8M
0
-100%
减持
LEN
LENNAR CORP
+$1.5M
99,946
-0%
减持
NOBL
PROSHARES TR
-$1.5M
9,893
-60%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$1.5M
102,726
-47%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$1.4M
220,768
-24%
减持
IBTI
ISHARES TR
-$1.4M
188,185
-25%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$1.4M
242,961
-23%
减持
STWD
STARWOOD PPTY TR INC
-$1.2M
110,909
-34%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$1.2M
171,367
-20%
增持
GOOG
ALPHABET INC
+$1.1M
14,782
+6%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
9,846
-48%
减持
CCK
CROWN HLDGS INC
-$978.6K
12,599
-41%
减持
ON
ON SEMICONDUCTOR CORP
-$894.2K
33,472
-31%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$893.0K
622
-75%
建仓
QXO
QXO INC
+$883.6K
46,360
减持
APO
APOLLO GLOBAL MGMT INC
-$831.7K
13,689
-27%
减持
DG
DOLLAR GEN CORP NEW
-$825.0K
18,857
-22%
减持
QCOM
QUALCOMM INC
-$821.6K
22,018
-22%
减持
CARR
CARRIER GLOBAL CORPORATION
-$821.1K
20,297
-27%
减持
CRM
SALESFORCE INC
-$801.4K
3,078
-45%
减持
TSLA
TESLA INC
+$760.1K
10,355
-14%
减持
ROK
ROCKWELL AUTOMATION INC
-$742.0K
4,130
-37%
减持
ORCL
ORACLE CORP
-$710.1K
10,029
-38%
减持
GTLB
GITLAB INC
-$706.2K
27,993
-36%
减持
SYK
STRYKER CORPORATION
-$686.8K
3,626
-29%
减持
JPM
JPMORGAN CHASE & CO.
-$665.7K
1,759
-58%
清仓
CAH
CARDINAL HEALTH INC
-$626.0K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$616.3K
9,677
-21%
增持
APG
API GROUP CORP
-$604.9K
79,873
+22%
清仓
WMT
WALMART INC
-$584.0K
0
-100%
减持
BN
BROOKFIELD CORP
-$580.5K
30,033
-30%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$576.2K
0
-100%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$538.4K
5,342
-26%
清仓
BEPC
BROOKFIELD RENEWABLE CORP
-$532.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$527.5K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$516.9K
24,302
-22%
清仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$495.7K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
-$480.3K
5,171
-28%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$472.4K
0
-100%
清仓
V
VISA INC
-$469.4K
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$456.4K
7,233
-23%
清仓
CVX
CHEVRON CORP NEW
-$455.9K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$453.8K
667
-13%
减持
IR
INGERSOLL RAND INC
-$453.3K
17,517
-23%
减持
IQV
IQVIA HLDGS INC
-$437.1K
10,043
-32%
清仓
HHH
HOWARD HUGHES HOLDINGS INC
-$410.8K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$402.0K
9,562
-26%
减持
BLK
BLACKROCK INC
-$401.6K
173
-70%
清仓
WELL
WELLTOWER INC
-$401.5K
0
-100%
清仓
AFL
AFLAC INC
-$399.7K
0
-100%
清仓
EXR
EXTRA SPACE STORAGE INC
-$384.5K
0
-100%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$369.9K
14,179
-20%
清仓
PG
PROCTER AND GAMBLE CO
-$358.8K
0
-100%
清仓
CAT
CATERPILLAR INC
-$356.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$351.5K
12,877
减持
AMZN
AMAZON COM INC
-$350.6K
2,102
-43%
清仓
TXN
TEXAS INSTRS INC
-$349.4K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$331.9K
13,477
-24%
减持
MSFT
MICROSOFT CORP
-$328.2K
1,547
-32%
清仓
—
ISHARES TR
-$327.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$319.8K
0
-100%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$319.2K
0
-100%
减持
HCA
HCA HEALTHCARE INC
-$315.8K
4,343
-23%
清仓
PAYX
PAYCHEX INC
-$311.6K
0
-100%
减持
DHI
D R HORTON INC
+$304.2K
7,727
-1%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$300.5K
0
-100%
清仓
NNN
NNN REIT INC
-$300.3K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$300.0K
22,078
-22%
减持
MCD
MCDONALDS CORP
-$289.2K
1,349
-44%
清仓
PKG
PACKAGING CORP AMER
-$286.6K
0
-100%
清仓
NEM
NEWMONT CORP
-$282.7K
0
-100%
减持
MS
MORGAN STANLEY
-$281.6K
7,580
-28%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$280.0K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$278.3K
0
-100%
清仓
—
MEDTRONIC PLC
-$276.9K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$273.0K
0
-100%
减持
VICI
VICI PPTYS INC
-$267.4K
10,708
-43%
清仓
PPL
PPL CORP
-$266.6K
0
-100%
清仓
KKR
KKR & CO INC
-$263.8K
0
-100%
清仓
—
BROOKFIELD BUSINESS CORP
-$261.9K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$258.3K
276
-47%
减持
Z
ZILLOW GROUP INC
-$256.9K
16,992
-24%
减持
A
AGILENT TECHNOLOGIES INC
-$255.6K
8,056
-26%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$253.3K
0
-100%
减持
LH
LABCORP HOLDINGS INC
-$250.9K
6,021
-20%
清仓
ADC
AGREE RLTY CORP
-$249.2K
0
-100%
清仓
MAIN
MAIN STR CAP CORP
-$246.4K
0
-100%
清仓
CDP
COPT DEFENSE PROPERTIES
-$241.4K
0
-100%
减持
LLY
ELI LILLY & CO
-$241.3K
344
-47%
减持
PHG
KONINKLIJKE PHILIPS N V
-$241.1K
73,181
-22%
清仓
GS
GOLDMAN SACHS GROUP INC
-$240.6K
0
-100%
清仓
VTR
VENTAS INC
-$237.9K
0
-100%
减持
ABT
ABBOTT LABS
-$237.6K
1,554
-53%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$235.2K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$235.0K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW
-$229.8K
2,379
-43%
清仓
CME
CME GROUP INC
-$227.4K
0
-100%
清仓
EQR
EQUITY RESIDENTIAL
-$222.0K
0
-100%
减持
RPM
RPM INTL INC
-$221.2K
14,395
-18%
清仓
MRK
MERCK & CO INC
-$220.2K
0
-100%
清仓
JBGS
JBG SMITH PPTYS
-$217.6K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$216.1K
0
-100%
减持
ABBV
ABBVIE INC
-$213.6K
1,949
-46%
清仓
NOC
NORTHROP GRUMMAN CORP
-$213.0K
0
-100%
清仓
CUBE
CUBESMART
-$212.9K
0
-100%
清仓
PLD
PROLOGIS INC.
-$210.7K
0
-100%
清仓
PRM
PERIMETER SOLUTIONS INC
-$210.3K
0
-100%
清仓
KDP
KEURIG DR PEPPER INC
-$209.2K
0
-100%
清仓
NTST
NETSTREIT CORP
-$200.6K
0
-100%
清仓
JOE
ST JOE CO
-$200.5K
0
-100%
减持
DASH
DOORDASH INC
-$196.0K
2,504
-30%
减持
MKL
MARKEL GROUP INC
-$181.2K
481
-13%
减持
EME
EMCOR GROUP INC
-$178.7K
2,766
-25%
减持
PANW
PALO ALTO NETWORKS INC
-$149.9K
1,129
-39%
减持
RH
RH
-$146.8K
4,600
-20%
减持
JEF
JEFFERIES FINL GROUP INC
-$145.5K
8,002
-35%
减持
EOSE
EOS ENERGY ENTERPRISES INC
+$127.6K
24,100
-16%
减持
WRB
BERKLEY W R CORP
-$102.3K
7,234
-19%
减持
GOOGL
ALPHABET INC
+$83.7K
1,392
-4%
减持
NVDA
NVIDIA CORPORATION
-$78.4K
10,187
-19%
减持
—
EXXON MOBIL CORP
-$77.2K
3,176
-21%
增持
SCHX
SCHWAB STRATEGIC TR
+$69.8K
19,360
+7%
清仓
BLND
BLEND LABS INC
-$64.7K
0
-100%
增持
AGG
ISHARES TR
+$62.6K
8,832
+6%
减持
VTI
VANGUARD INDEX FDS
+$57.8K
2,669
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$50.7K
7,079
-19%
增持
SPYM
SPDR SERIES TRUST
+$38.2K
5,692
+1%
减持
META
META PLATFORMS INC
-$36.9K
1,184
-4%
减持
BX
BLACKSTONE INC
-$33.9K
2,483
-19%
减持
VOO
VANGUARD INDEX FDS
-$31.1K
1,541
-10%
减持
AVGO
BROADCOM INC
+$29.6K
1,104
-9%
减持
AAPL
APPLE INC
-$19.0K
9,485
-20%
减持
VB
VANGUARD INDEX FDS
+$16.2K
1,079
-1%
减持
BA
BOEING CO
+$15.8K
4,501
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$11.5K
14,116
-4%
增持
ILMN
ILLUMINA INC
+$7.1K
4,001
+2%
减持
BIV
VANGUARD BD INDEX FDS
+$4.8K
11,639
-0%
减持
VUG
VANGUARD INDEX FDS
+$670
448
-8%