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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 119 项
建仓 16
增持 57
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$6.0M
12,262
-72%
增持
NOBL
PROSHARES TR
+$4.3M
48,359
+475%
增持
CLOX
SERIES PORTFOLIOS TR
+$3.7M
381,723
+62%
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
CLOZ
SERIES PORTFOLIOS TR
-$3.3M
123,439
-50%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$3.0M
0
-100%
清仓
CRM
SALESFORCE INC
-$2.6M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.6M
17,583
+288%
清仓
ORCL
ORACLE CORP
-$2.6M
0
-100%
清仓
GTLB
GITLAB INC
-$1.9M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$1.8M
3,043
减持
LEN
LENNAR CORP
-$1.7M
98,335
-2%
减持
GOOG
ALPHABET INC
-$1.7M
14,707
-22%
增持
QCOM
QUALCOMM INC
-$1.5M
39,606
+2%
减持
TSLA
TESLA INC
-$1.4M
12,375
-8%
减持
HD
HOME DEPOT INC
-$1.4M
73,577
-1%
建仓
HOOD
ROBINHOOD MKTS INC
+$1.2M
16,688
增持
USFR
WISDOMTREE TR
+$1.1M
576,938
+4%
增持
LH
LABCORP HOLDINGS INC
+$896.9K
11,493
+33%
增持
COF
CAPITAL ONE FINL CORP
-$705.9K
12,102
+1%
建仓
NOW
SERVICENOW INC
+$668.9K
6,398
建仓
WMT
WALMART INC
+$664.4K
5,346
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$638.9K
372,971
+8%
建仓
FANG
DIAMONDBACK ENERGY INC
+$593.4K
3,000
增持
Z
ZILLOW GROUP INC
-$570.1K
29,006
+12%
增持
APO
APOLLO GLOBAL MGMT INC
-$543.2K
26,056
+9%
减持
DG
DOLLAR GEN CORP
-$541.3K
26,987
-4%
增持
ARI
APOLLO COML REAL ESTATE FIN
+$506.6K
336,262
+7%
增持
NEE
NEXTERA ENERGY INC
+$475.3K
35,158
+1%
增持
IQV
IQVIA HLDGS INC
-$463.5K
17,226
+14%
增持
—
EXXON MOBIL CORP
+$453.5K
4,926
+55%
增持
IBTI
ISHARES TR
+$450.7K
291,085
+8%
增持
UBER
UBER TECHNOLOGIES INC
+$449.5K
31,022
+42%
减持
LEN/B
LENNAR CORP
-$432.2K
23,152
-7%
减持
MRP
MILLROSE PPTYS INC
-$414.0K
62,752
-14%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$386.1K
351,205
+7%
减持
SCHW
SCHWAB CHARLES CORP
-$385.7K
32,914
-5%
增持
RH
RH
-$385.7K
12,262
+5%
增持
SPYM
SPDR SERIES TRUST
+$356.4K
11,320
+78%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$352.3K
317,898
+7%
减持
EME
EMCOR GROUP INC
+$352.3K
3,495
-4%
减持
A
AGILENT TECHNOLOGIES INC
-$352.2K
14,139
-2%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$349.9K
390,386
+7%
增持
PFXF
VANECK ETF TRUST
+$330.1K
394,621
+6%
建仓
IEFA
ISHARES TR
+$315.5K
3,485
建仓
ITOT
ISHARES TR
+$271.8K
1,908
增持
DASH
DOORDASH INC
+$252.7K
7,451
+95%
建仓
GLD
SPDR GOLD TR
+$245.3K
570
减持
MSFT
MICROSOFT CORP
-$242.6K
1,797
-4%
减持
AAPL
APPLE INC
-$241.4K
12,034
-1%
增持
FWONK
LIBERTY MEDIA CORP DEL
-$234.4K
21,880
+3%
建仓
VTV
VANGUARD INDEX FDS
+$234.4K
1,194
增持
VEA
VANGUARD TAX-MANAGED FDS
+$232.5K
17,828
+22%
增持
CARR
CARRIER GLOBAL CORPORATION
+$231.6K
51,791
+2%
建仓
NOC
NORTHROP GRUMMAN CORP
+$231.3K
339
增持
COST
COSTCO WHOLESALE CORPORATION
+$230.0K
686
+30%
增持
BN
BROOKFIELD CORP
-$227.5K
72,520
+5%
建仓
CAT
CATERPILLAR INC
+$226.7K
320
清仓
SNOW
SNOWFLAKE INC
-$225.5K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$221.8K
1,021
清仓
HHH
HOWARD HUGHES HOLDINGS INC
-$216.7K
0
-100%
减持
APG
API GROUP CORP
+$211.5K
108,733
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$210.4K
16,278
-37%
建仓
HON
HONEYWELL INTL INC
+$209.3K
926
减持
ROK
ROCKWELL AUTOMATION INC
-$209.2K
6,276
-1%
建仓
BBUC
BROOKFIELD BUSINESS CORP
+$208.2K
6,579
建仓
CVX
CHEVRON CORPORATION
+$205.7K
994
增持
PRM
PERIMETER SOLUTIONS INC
+$205.6K
19,794
+96%
清仓
AXP
AMERICAN EXPRESS CO
-$204.6K
0
-100%
建仓
WELL
WELLTOWER INC
+$203.8K
1,031
清仓
VICI
VICI PPTYS INC
-$203.8K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$203.5K
0
-100%
增持
MELI
MERCADOLIBRE INC
-$201.5K
1,222
+6%
增持
AVGO
BROADCOM INC
+$197.9K
1,874
+70%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$195.0K
2,574
+25%
减持
JEF
JEFFERIES FINANCIAL GROUP IN
-$167.0K
7,947
-1%
增持
VMI
VALMONT INDS INC
+$158.3K
6,234
+8%
减持
VOO
VANGUARD INDEX FDS
-$154.1K
1,394
-11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$151.1K
10,374
+36%
减持
ON
ON SEMICONDUCTOR CORP
+$150.8K
66,639
-9%
增持
STWD
STARWOOD PPTY TR INC
+$135.2K
197,863
+9%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$129.1K
8,560
-1%
增持
VTI
VANGUARD INDEX FDS
+$107.3K
4,393
+13%
减持
MS
MORGAN STANLEY
-$102.0K
7,542
-0%
增持
META
META PLATFORMS INC
+$94.4K
1,553
+29%
增持
LLY
ELI LILLY & CO
-$90.0K
657
+2%
清仓
WTI
W & T OFFSHORE INC
-$89.7K
0
-100%
减持
MCD
MCDONALDS CORP
-$82.3K
1,057
-21%
增持
MKL
MARKEL GROUP INC
+$81.5K
585
+21%
增持
RPM
RPM INTL INC
-$81.4K
23,181
+1%
减持
AMAT
APPLIED MATLS INC
+$80.1K
8,378
-23%
增持
WRB
BERKLEY W R CORP
+$75.5K
8,877
+21%
增持
NVDA
NVIDIA CORPORATION
+$74.6K
15,355
+10%
减持
ADEA
ADEIA INC
+$71.1K
10,559
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$71.0K
15,742
+0%
增持
DHI
D R HORTON INC
-$71.0K
12,453
+1%
减持
UPS
UNITED PARCEL SVCS INC
-$70.8K
22,444
-2%
增持
MSIF
MSC INCOME FUND INC
+$67.2K
18,312
+54%
增持
EOSE
EOS ENERGY ENTERPRISES INC
-$65.0K
24,100
+50%
清仓
INV
INNVENTURE INC
-$62.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$62.6K
3,035
+2%
减持
V
VISA INC
-$56.1K
1,049
-1%
减持
IWB
ISHARES TR
-$55.1K
596
-17%
减持
GOOGL
ALPHABET INC
-$50.7K
1,328
-4%
增持
TRV
TRAVELERS COMPANIES INC
+$46.2K
8,475
+1%
增持
IR
INGERSOLL RAND INC
+$35.0K
29,862
+0%
减持
HCA
HCA HEALTHCARE INC
-$20.9K
6,230
-2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$18.7K
4,720
+10%
减持
PHG
KONINKLIJKE PHILIPS N V
+$17.9K
114,929
-1%
减持
VB
VANGUARD INDEX FDS
-$16.4K
986
-7%
增持
SCHX
SCHWAB STRATEGIC TR
-$15.1K
20,088
+2%
减持
AGG
ISHARES TR
-$7.8K
10,321
-0%
增持
CAH
CARDINAL HEALTH INC
+$7.6K
990
+1%
增持
VO
VANGUARD INDEX FDS
-$6.6K
3,211
+0%
增持
BIV
VANGUARD BD INDEX FDS
-$5.2K
11,507
+0%
增持
BX
BLACKSTONE INC
-$4.9K
3,286
+32%
增持
CCK
CROWN HLDGS INC
-$3.2K
20,492
+3%
增持
ABBV
ABBVIE INC
+$2.2K
1,210
+6%
减持
SPG
SIMON PPTY GROUP INC NEW
+$1.3K
2,368
-0%
减持
QXO
QXO INC
+$126
121,910
-1%
