小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 109 项
建仓 15
增持 71
减持 17
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$12.9M
43,829
-61%
减持
HD
HOME DEPOT INC
-$6.5M
74,299
-6%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$4.8M
344,573
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。
+101%
增持
QCOM
QUALCOMM INC
+$3.0M
38,865
+77%
建仓
VMI
VALMONT INDS INC
+$2.3M
5,798
增持
ON
ON SEMICONDUCTOR CORP
+$2.3M
73,416
+119%
减持
LEN
LENNAR CORP
-$2.3M
99,944
-0%
增持
GOOG
ALPHABET INC
+$2.3M
18,816
+27%
增持
CRM
SALESFORCE INC
+$1.9M
9,919
+222%
增持
IBTI
ISHARES TR
+$1.8M
269,864
+43%
增持
DG
DOLLAR GEN CORP NEW
+$1.8M
28,210
+50%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.7M
241,837
+135%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.6M
23,808
+74%
增持
CLOX
SERIES PORTFOLIOS TR
+$1.6M
236,314
+37%
增持
PFXF
VANECK ETF TRUST
+$1.6M
373,248
+33%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.6M
298,063
+35%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.6M
327,451
+35%
增持
IQV
IQVIA HLDGS INC
+$1.5M
15,089
+50%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$1.5M
363,932
+32%
增持
QXO
QXO INC
+$1.5M
122,725
+165%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.5M
50,810
+150%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.5M
22,974
+133%
增持
APG
API GROUP CORP
+$1.4M
109,628
+37%
增持
TSLA
TESLA INC
+$1.4M
13,424
+30%
增持
COF
CAPITAL ONE FINL CORP
+$1.4M
12,022
+66%
清仓
SYK
STRYKER CORPORATION
-$1.3M
0
-100%
增持
RH
RH
+$1.2M
11,723
+155%
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
34,821
+43%
增持
PHG
KONINKLIJKE PHILIPS N V
+$1.1M
115,627
+58%
增持
STWD
STARWOOD PPTY TR INC
+$1.1M
181,676
+64%
增持
NEE
NEXTERA ENERGY INC
+$1.1M
34,756
+57%
增持
HCA
HCA HEALTHCARE INC
+$1.1M
6,360
+46%
增持
BN
BROOKFIELD CORP
+$1.1M
68,913
+129%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$1.1M
8,612
+61%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.0M
6,327
+53%
增持
TRV
TRAVELERS COMPANIES INC
+$981.9K
8,363
+62%
增持
A
AGILENT TECHNOLOGIES INC
+$929.8K
14,432
+79%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$916.5K
15,725
+62%
增持
IR
INGERSOLL RAND INC
+$910.3K
29,759
+70%
增持
AAPL
APPLE INC
+$880.3K
12,122
+28%
增持
CCK
CROWN HLDGS INC
+$840.5K
19,982
+59%
增持
AMAT
APPLIED MATLS INC
+$825.8K
10,831
+13%
增持
CLOZ
SERIES PORTFOLIOS TR
+$811.8K
244,829
+16%
增持
USFR
WISDOMTREE TR
+$793.4K
555,342
+3%
增持
ARI
APOLLO COML REAL EST FIN INC
+$769.0K
314,501
+40%
增持
MELI
MERCADOLIBRE INC
+$755.6K
1,149
+72%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$725.8K
2,066
+232%
增持
NVDA
NVIDIA CORPORATION
+$702.7K
13,959
+37%
增持
RPM
RPM INTL INC
+$688.7K
22,939
+59%
增持
GTLB
GITLAB INC
+$646.4K
50,848
+82%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$613.6K
21,263
+50%
增持
AMZN
AMAZON COM INC
+$585.5K
4,536
+116%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$485.8K
10,606
增持
DHI
D R HORTON INC
+$470.3K
12,357
+60%
增持
UBER
UBER TECHNOLOGIES INC
+$461.6K
21,808
+62%
增持
Z
ZILLOW GROUP INC
+$461.1K
25,951
+53%
增持
LH
LABCORP HOLDINGS INC
+$441.2K
8,648
+44%
增持
LLY
ELI LILLY & CO
+$431.8K
646
+88%
增持
EME
EMCOR GROUP INC
+$431.5K
3,642
+32%
增持
VTI
VANGUARD INDEX FDS
+$426.2K
3,884
+46%
增持
IVV
ISHARES TR
+$426.2K
974
+171%
增持
JPM
JPMORGAN CHASE & CO.
+$400.5K
2,965
+69%
清仓
ILMN
ILLUMINA INC
-$380.0K
0
-100%
建仓
V
VISA INC
+$373.2K
1,064
增持
SCHD
SCHWAB STRATEGIC TR
+$358.3K
25,877
+101%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$289.4K
651
建仓
PRM
PERIMETER SOLUTIONS INC
+$277.8K
10,090
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$245.6K
892
增持
ORCL
ORACLE CORP
-$243.1K
13,223
+32%
建仓
BWXT
BWX TECHNOLOGIES INC
+$229.0K
1,325
建仓
SNOW
SNOWFLAKE INC
+$225.5K
1,028
建仓
IBTH
ISHARES TR
+$224.7K
10,000
增持
BA
BOEING CO
+$222.9K
5,501
+22%
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$216.7K
2,717
清仓
VUG
VANGUARD INDEX FDS
-$214.9K
0
-100%
清仓
FLOT
ISHARES TR
-$210.9K
0
-100%
清仓
ABT
ABBOTT LABS
-$208.1K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$208.1K
4,306
建仓
AXP
AMERICAN EXPRESS CO
+$204.6K
553
清仓
BLK
BLACKROCK INC
-$201.7K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$201.6K
981
增持
COST
COSTCO WHSL CORP NEW
+$198.1K
526
+91%
减持
ABBV
ABBVIE INC
-$190.3K
1,142
-41%
增持
DASH
DOORDASH INC
+$185.0K
3,824
+53%
建仓
MSIF
MSC INCOME FUND INC
+$155.9K
11,863
增持
AGG
ISHARES TR
+$147.0K
10,337
+17%
减持
VICI
VICI PPTYS INC
-$145.4K
7,248
-32%
减持
NOBL
PROSHARES TR
-$145.2K
8,403
-15%
减持
MS
MORGAN STANLEY
+$138.3K
7,566
-0%
增持
MKL
MARKEL GROUP INC
+$118.9K
483
+0%
增持
MSFT
MICROSOFT CORP
+$106.6K
1,877
+21%
减持
GOOGL
ALPHABET INC
+$94.2K
1,382
-1%
减持
EOSE
EOS ENERGY ENTERPRISES INC
-$90.0K
16,100
-33%
增持
META
META PLATFORMS INC
-$75.4K
1,203
+2%
增持
SPYM
SPDR SERIES TRUST
+$64.1K
6,358
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$64.1K
14,566
+3%
建仓
INV
INNVENTURE INC
+$62.7K
15,000
增持
VOO
VANGUARD INDEX FDS
+$43.6K
1,574
+2%
增持
WRB
BERKLEY W R CORP
-$41.4K
7,314
+1%
减持
ADEA
ADEIA INC
-$30.5K
10,587
-17%
减持
JEF
JEFFERIES FINL GROUP INC
-$28.5K
7,987
-0%
减持
VO
VANGUARD INDEX FDS
-$27.0K
3,200
-2%
减持
PANW
PALO ALTO NETWORKS INC
-$26.3K
1,105
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$26.0K
7,619
+8%
增持
SCHX
SCHWAB STRATEGIC TR
+$20.3K
19,703
+2%
减持
BIV
VANGUARD BD INDEX FDS
-$15.6K
11,470
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$7.7K
5,334
-1%
减持
MCD
MCDONALDS CORP
+$819
1,344
-0%
减持
VB
VANGUARD INDEX FDS
+$402
1,065
-1%
