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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $26.32万 | 0.09% | 1,210 | 68 | 6.0% | $1.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $25.83万 | 0.09% | 986 | -79 | -7.4% | -$2.07万 | 减仓 |
| ADEA | ADEIA INC | $25.37万 | 0.09% | 10,559 | -28 | -0.3% | -$673 | 减仓 |
| GLD | SPDR GOLD TR | $24.53万 | 0.09% | 570 | 570 | — | $24.53万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $23.44万 | 0.08% | 1,194 | 1,194 | — | $23.44万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.13万 | 0.08% | 339 | 339 | — | $23.13万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.68万 | 0.08% | 4,720 | 414 | 9.6% | $1.99万 | 加仓 |
| CAT | CATERPILLAR INC | $22.67万 | 0.08% | 320 | 320 | — | $22.67万 | 新建仓 |
| IBTH | ISHARES TR | $22.43万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $22.30万 | 0.08% | 18,312 | 6,449 | 54.4% | $7.85万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $22.18万 | 0.08% | 1,021 | 1,021 | — | $22.18万 | 新建仓 |
| IWB | ISHARES TR | $21.25万 | 0.08% | 596 | -121 | -16.9% | -$4.31万 | 减仓 |
| — | HONEYWELL INTL INC | $20.93万 | 0.08% | 926 | 926 | — | $20.93万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.92万 | 0.08% | 990 | 9 | 0.9% | $1,902 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $20.82万 | 0.08% | 6,579 | 6,579 | — | $20.82万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.57万 | 0.07% | 994 | 994 | — | $20.57万 | 新建仓 |
| WELL | WELLTOWER INC | $20.38万 | 0.07% | 1,031 | 1,031 | — | $20.38万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $11.95万 | 0.04% | 24,100 | 8,000 | 49.7% | $3.97万 | 加仓 |
| 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 |