Carmel Capital Partners, LLC
SAN DIEGO CA · SEC CIK 0001900481
$2.77亿2026Q1 申报市值
118持仓数
41.4%前十大占比 · 第一大 10.5%
16 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NOBL 加仓+$423.57万
SERIES PORTFOLIO 加仓+$371.81万
AMZN 加仓+$271.73万
QQQ 新建仓+$175.64万
HOOD 新建仓+$115.65万
2026Q1 卖出最多 按季末市值估算
PLTR 减仓-$461.76万
CLOZ 减仓-$311.37万
OBDC 清仓-$300.60万
CRM 清仓-$262.76万
ORCL 清仓-$257.73万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -241,837 | -100.0% | -$300.60万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -9,919 | -100.0% | -$262.76万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -13,223 | -100.0% | -$257.73万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -50,848 | -100.0% | -$190.83万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTI | W & T OFFSHORE INC | $0 | 0.00% | 0 | -55,000 | -100.0% | -$8.96万 | 清仓 |
| INV | INNVENTURE INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$6.27万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $11.95万 | 0.04% | 24,100 | 8,000 | 49.7% | $3.97万 | 加仓 |
| WELL | WELLTOWER INC | $20.38万 | 0.07% | 1,031 | 1,031 | — | $20.38万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.57万 | 0.07% | 994 | 994 | — | $20.57万 | 新建仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $20.82万 | 0.08% | 6,579 | 6,579 | — | $20.82万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.92万 | 0.08% | 990 | 9 | 0.9% | $1,902 | 加仓 |
| — | HONEYWELL INTL INC | $20.93万 | 0.08% | 926 | 926 | — | $20.93万 | 新建仓 |
| IWB | ISHARES TR | $21.25万 | 0.08% | 596 | -121 | -16.9% | -$4.31万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $22.18万 | 0.08% | 1,021 | 1,021 | — | $22.18万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $22.30万 | 0.08% | 18,312 | 6,449 | 54.4% | $7.85万 | 加仓 |
| IBTH | ISHARES TR | $22.43万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $22.67万 | 0.08% | 320 | 320 | — | $22.67万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.68万 | 0.08% | 4,720 | 414 | 9.6% | $1.99万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.13万 | 0.08% | 339 | 339 | — | $23.13万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $23.44万 | 0.08% | 1,194 | 1,194 | — | $23.44万 | 新建仓 |
| GLD | SPDR GOLD TR | $24.53万 | 0.09% | 570 | 570 | — | $24.53万 | 新建仓 |
| ADEA | ADEIA INC | $25.37万 | 0.09% | 10,559 | -28 | -0.3% | -$673 | 减仓 |
| VB | VANGUARD INDEX FDS | $25.83万 | 0.09% | 986 | -79 | -7.4% | -$2.07万 | 减仓 |
| ABBV | ABBVIE INC | $26.32万 | 0.09% | 1,210 | 68 | 6.0% | $1.48万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $26.54万 | 0.10% | 651 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $27.09万 | 0.10% | 1,325 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $27.18万 | 0.10% | 1,908 | 1,908 | — | $27.18万 | 新建仓 |
| IEFA | ISHARES TR | $31.55万 | 0.11% | 3,485 | 3,485 | — | $31.55万 | 新建仓 |
| V | VISA INC | $31.70万 | 0.11% | 1,049 | -15 | -1.4% | -$4,534 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $32.80万 | 0.12% | 7,947 | -40 | -0.5% | -$1,651 | 减仓 |
| MCD | MCDONALDS CORP | $32.85万 | 0.12% | 1,057 | -287 | -21.4% | -$8.92万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.95万 | 0.13% | 892 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $37.79万 | 0.14% | 3,286 | 803 | 32.3% | $9.23万 | 加仓 |
| GOOGL | ALPHABET INC | $38.19万 | 0.14% | 1,328 | -54 | -3.9% | -$1.55万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $40.06万 | 0.14% | 5,334 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $44.17万 | 0.16% | 2,368 | -11 | -0.5% | -$2,052 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $48.34万 | 0.17% | 19,794 | 9,704 | 96.2% | $23.70万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $49.94万 | 0.18% | 16,278 | -9,599 | -37.1% | -$29.45万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $50.61万 | 0.18% | 10,606 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $51.51万 | 0.19% | 20,088 | 385 | 2.0% | $9,871 | 加仓 |
| FTI | TECHNIPFMC PLC | $51.85万 | 0.19% | 7,500 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $53.83万 | 0.19% | 6,500 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $56.07万 | 0.20% | 10,374 | 2,755 | 36.2% | $14.89万 | 加仓 |
| AVGO | BROADCOM INC | $58.00万 | 0.21% | 1,874 | 770 | 69.7% | $23.83万 | 加仓 |
| WRB | BERKLEY W R CORP | $58.84万 | 0.21% | 8,877 | 1,563 | 21.4% | $10.36万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $59.34万 | 0.21% | 3,000 | 3,000 | — | $59.34万 | 新建仓 |
| LLY | ELI LILLY & CO | $60.43万 | 0.22% | 657 | 11 | 1.7% | $1.01万 | 加仓 |
| IVV | ISHARES TR | $63.62万 | 0.23% | 974 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $66.44万 | 0.24% | 5,346 | 5,346 | — | $66.44万 | 新建仓 |
| MSFT | MICROSOFT CORP | $66.52万 | 0.24% | 1,797 | -80 | -4.3% | -$2.96万 | 减仓 |
| NOW | SERVICENOW INC | $66.89万 | 0.24% | 6,398 | 6,398 | — | $66.89万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $68.37万 | 0.25% | 686 | 160 | 30.4% | $15.95万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $83.30万 | 0.30% | 1,394 | -180 | -11.4% | -$10.76万 | 减仓 |
| — | EXXON MOBIL CORP | $83.57万 | 0.30% | 4,926 | 1,750 | 55.1% | $29.69万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $86.64万 | 0.31% | 11,320 | 4,962 | 78.0% | $37.98万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $88.81万 | 0.32% | 11,507 | 37 | 0.3% | $2,856 | 加仓 |
| META | META PLATFORMS INC | $88.85万 | 0.32% | 1,553 | 350 | 29.1% | $20.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $89.28万 | 0.32% | 3,035 | 70 | 2.4% | $2.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $92.21万 | 0.33% | 3,211 | 11 | 0.3% | $3,159 | 加仓 |
| AGG | ISHARES TR | $102.46万 | 0.37% | 10,321 | -16 | -0.2% | -$1,588 | 减仓 |
| BA | BOEING CO | $109.49万 | 0.40% | 5,501 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $111.88万 | 0.40% | 7,451 | 3,627 | 94.8% | $54.46万 | 加仓 |
| MKL | MARKEL GROUP INC | $111.97万 | 0.40% | 585 | 102 | 21.1% | $19.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $114.24万 | 0.41% | 17,828 | 3,262 | 22.4% | $20.90万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $115.65万 | 0.42% | 16,688 | 16,688 | — | $115.65万 | 新建仓 |
| Z | ZILLOW GROUP INC | $120.03万 | 0.43% | 29,006 | 3,055 | 11.8% | $12.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.35万 | 0.45% | 2,574 | 508 | 24.6% | $24.34万 | 加仓 |
| MS | MORGAN STANLEY | $124.12万 | 0.45% | 7,542 | -24 | -0.3% | -$3,950 | 减仓 |
| VTI | VANGUARD INDEX FDS | $140.93万 | 0.51% | 4,393 | 509 | 13.1% | $16.33万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $161.16万 | 0.58% | 14,139 | -293 | -2.0% | -$3.34万 | 减仓 |
| DHI | D R HORTON INC | $170.88万 | 0.62% | 12,453 | 96 | 0.8% | $1.32万 | 加仓 |
| RH | RH | $171.45万 | 0.62% | 12,262 | 539 | 4.6% | $7.54万 | 加仓 |
| QQQ | INVESCO QQQ TR | $175.64万 | 0.63% | 3,043 | 3,043 | — | $175.64万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $175.71万 | 0.63% | 62,752 | -9,933 | -13.7% | -$27.81万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $179.37万 | 0.65% | 12,262 | -31,567 | -72.0% | -$461.76万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $186.02万 | 0.67% | 21,880 | 617 | 2.9% | $5.25万 | 加仓 |
| LEN/B | LENNAR CORP | $194.75万 | 0.70% | 23,152 | -1,866 | -7.5% | -$15.70万 | 减仓 |
| CCK | CROWN HLDGS INC | $205.44万 | 0.74% | 20,492 | 510 | 2.6% | $5.11万 | 加仓 |
| MELI | MERCADOLIBRE INC | $211.29万 | 0.76% | 1,222 | 73 | 6.4% | $12.62万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $220.78万 | 0.80% | 12,102 | 80 | 0.7% | $1.46万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $220.80万 | 0.80% | 22,444 | -530 | -2.3% | -$5.21万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $223.14万 | 0.81% | 31,022 | 9,214 | 42.3% | $66.28万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $225.23万 | 0.81% | 6,276 | -51 | -0.8% | -$1.83万 | 减仓 |
| RPM | RPM INTL INC | $230.42万 | 0.83% | 23,181 | 242 | 1.1% | $2.41万 | 加仓 |
| QXO | QXO INC | $236.75万 | 0.85% | 121,910 | -815 | -0.7% | -$1.58万 | 减仓 |
| IR | INGERSOLL RAND INC | $239.26万 | 0.86% | 29,862 | 103 | 0.3% | $8,252 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $247.20万 | 0.89% | 8,475 | 112 | 1.3% | $3.27万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $247.58万 | 0.89% | 15,742 | 17 | 0.1% | $2,674 | 加仓 |
| VMI | VALMONT INDS INC | $249.09万 | 0.90% | 6,234 | 436 | 7.5% | $17.42万 | 加仓 |
| EME | EMCOR GROUP INC | $258.04万 | 0.93% | 3,495 | -147 | -4.0% | -$10.85万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $260.29万 | 0.94% | 8,560 | -52 | -0.6% | -$1.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $267.79万 | 0.97% | 15,355 | 1,396 | 10.0% | $24.35万 | 加仓 |
| AMAT | APPLIED MATLS INC | $286.35万 | 1.03% | 8,378 | -2,453 | -22.6% | -$83.84万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $290.32万 | 1.05% | 26,056 | 2,248 | 9.4% | $25.05万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $291.64万 | 1.05% | 51,791 | 981 | 1.9% | $5.52万 | 加仓 |