Carmel Capital Partners, LLC
SAN DIEGO CA · SEC CIK 0001900481
$3.03亿2026Q2 申报市值
148持仓数
45.1%前十大占比 · 第一大 14.5%
37 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
USFR 加仓+$1,499.30万
NOBL 加仓+$772.87万
IVE 新建仓+$698.14万
IBTI 加仓+$359.73万
AMZN 加仓+$348.55万
2026Q2 卖出最多 按季末市值估算
CLOZ 清仓-$316.62万
SERIES PORTFOLIO 减仓-$314.55万
IQV 清仓-$293.77万
ON 减仓-$284.47万
LEN 减仓-$256.90万
2026Q2 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 | $30.45万 | 0.10% | 1,210 | 0 | 0.0% | — | 不变 |
| — | SERVICENOW INC 看涨期权 | $29.78万 | 0.10% | 3,000 | 3,000 | — | $29.78万 | 新建仓 |
| ADEA | ADEIA INC | $29.47万 | 0.10% | 8,950 | -1,609 | -15.2% | -$5.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.62万 | 0.09% | 9,100 | 9,100 | — | $28.62万 | 新建仓 |
| EWY | ISHARES INC | $28.55万 | 0.09% | 1,414 | 1,414 | — | $28.55万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $28.53万 | 0.09% | 941 | -45 | -4.6% | -$1.36万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $28.10万 | 0.09% | 9,790 | 9,790 | — | $28.10万 | 新建仓 |
| MCD | MCDONALDS CORP | $27.98万 | 0.09% | 1,035 | -22 | -2.1% | -$5,947 | 减仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $27.82万 | 0.09% | 8,000 | 8,000 | — | $27.82万 | 新建仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $26.82万 | 0.09% | 7,800 | 7,800 | — | $26.82万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $26.34万 | 0.09% | 10,025 | 10,025 | — | $26.34万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $26.14万 | 0.09% | 1,027 | -1 | -0.1% | -$255 | 重新持有 |
| GHC | GRAHAM HLDGS CO | $25.91万 | 0.09% | 227 | 227 | — | $25.91万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $25.79万 | 0.09% | 1,325 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $24.44万 | 0.08% | 957 | 957 | — | $24.44万 | 新建仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $23.59万 | 0.08% | 7,902 | 1,323 | 20.1% | $3.95万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $23.49万 | 0.08% | 989 | -1 | -0.1% | -$238 | 减仓 |
| WELL | WELLTOWER INC | $23.26万 | 0.08% | 1,025 | -6 | -0.6% | -$1,362 | 减仓 |
| VBR | VANGUARD INDEX FDS | $23.06万 | 0.08% | 949 | -72 | -7.1% | -$1.75万 | 减仓 |
| IBTH | ISHARES TR | $22.37万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $22.32万 | 0.07% | 2,591 | 2,591 | — | $22.32万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $22.20万 | 0.07% | 3,550 | 3,550 | — | $22.20万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.92万 | 0.07% | 595 | 25 | 4.4% | $9,209 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $21.87万 | 0.07% | 4,517 | -203 | -4.3% | -$9,830 | 减仓 |
| BAC | BANK OF AMER CORP | $20.85万 | 0.07% | 3,660 | 3,660 | — | $20.85万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.83万 | 0.07% | 409 | 70 | 20.6% | $3.57万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.78万 | 0.07% | 878 | 878 | — | $20.78万 | 新建仓 |
| IWB | ISHARES TR | $20.48万 | 0.07% | 500 | -96 | -16.1% | -$3.93万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $20.43万 | 0.07% | 604 | 51 | 9.2% | $1.73万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $20.33万 | 0.07% | 201 | 201 | — | $20.33万 | 新建仓 |
| VICI | VICI PPTYS INC | $20.01万 | 0.07% | 7,536 | 288 | 4.0% | $7,646 | 重新持有 |
| MSIF | MSC INCOME FUND INC | $16.72万 | 0.06% | 14,452 | -3,860 | -21.1% | -$4.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $15.97万 | 0.05% | 275 | 275 | — | $15.97万 | 新建仓 |
| — | TRANSMEDICS GROUP INC 看涨期权 | $13.28万 | 0.04% | 2,000 | 2,000 | — | $13.28万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $13.28万 | 0.04% | 2,000 | 2,000 | — | $13.28万 | 新建仓 |
| — | ADVANCED MICRO DEVICES INC 看跌期权 | $5.81万 | 0.02% | 100 | 100 | — | $5.81万 | 新建仓 |
| — | VALMONT INDS INC 看跌期权 | $5.78万 | 0.02% | 100 | 100 | — | $5.78万 | 新建仓 |
| — | ON SEMICONDUCTOR CORP 看跌期权 | $4.73万 | 0.02% | 500 | 500 | — | $4.73万 | 新建仓 |
| — | TESLA INC 看跌期权 | $4.21万 | 0.01% | 100 | 100 | — | $4.21万 | 新建仓 |
| — | NVIDIA CORPORATION 看跌期权 | $4.00万 | 0.01% | 200 | 200 | — | $4.00万 | 新建仓 |
| — | BROADCOM INC 看跌期权 | $3.78万 | 0.01% | 100 | 100 | — | $3.78万 | 新建仓 |
| — | QUALCOMM INC 看跌期权 | $3.70万 | 0.01% | 200 | 200 | — | $3.70万 | 新建仓 |
| — | ALPHABET INC 看跌期权 | $3.53万 | 0.01% | 100 | 100 | — | $3.53万 | 新建仓 |
| — | GENELUX CORPORATION | $3.01万 | 0.01% | 10,000 | 10,000 | — | $3.01万 | 新建仓 |
| — | NEXTERA ENERGY INC 看跌期权 | $2.63万 | 0.01% | 300 | 300 | — | $2.63万 | 新建仓 |
| — | SNOWFLAKE INC 看跌期权 | $2.54万 | 0.01% | 100 | 100 | — | $2.54万 | 新建仓 |
| — | AMAZON COM INC 看跌期权 | $2.38万 | 0.01% | 100 | 100 | — | $2.38万 | 新建仓 |
| — | UBER TECHNOLOGIES INC 看跌期权 | $2.16万 | 0.01% | 300 | 300 | — | $2.16万 | 新建仓 |
| CLOZ | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | -123,439 | -100.0% | -$316.62万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -17,226 | -100.0% | -$293.77万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -15,742 | -100.0% | -$247.58万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -22,444 | -100.0% | -$220.80万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -20,492 | -100.0% | -$205.44万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,262 | -100.0% | -$179.37万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -3,043 | -100.0% | -$175.64万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -12,262 | -100.0% | -$171.45万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -14,139 | -100.0% | -$161.16万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -926 | -100.0% | -$20.93万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -994 | -100.0% | -$20.57万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -24,100 | -100.0% | -$11.95万 | 清仓 |