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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $2,904.31万 | 10.48% | 576,938 | 21,596 | 3.9% | $108.71万 | 加仓 |
| HD | HOME DEPOT INC | $2,419.88万 | 8.73% | 73,577 | -722 | -1.0% | -$23.75万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,015.60万 | 3.67% | 372,971 | 28,398 | 8.2% | $77.33万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $976.07万 | 3.52% | 381,723 | 145,409 | 61.5% | $371.81万 | 加仓 |
| LEN | LENNAR CORP | $853.94万 | 3.08% | 98,335 | -1,609 | -1.6% | -$13.97万 | 减仓 |
| PFXF | VANECK ETF TRUST | $692.17万 | 2.50% | 394,621 | 21,373 | 5.7% | $37.49万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $655.36万 | 2.37% | 351,205 | 23,754 | 7.3% | $44.33万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $649.24万 | 2.34% | 317,898 | 19,835 | 6.7% | $40.51万 | 加仓 |
| IBTI | ISHARES TR | $648.62万 | 2.34% | 291,085 | 21,221 | 7.9% | $47.29万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $642.58万 | 2.32% | 390,386 | 26,454 | 7.3% | $43.54万 | 加仓 |
| NOBL | PROSHARES TR | $512.65万 | 1.85% | 48,359 | 39,956 | 475.5% | $423.57万 | 加仓 |
| QCOM | QUALCOMM INC | $510.04万 | 1.84% | 39,606 | 741 | 1.9% | $9.54万 | 加仓 |
| TSLA | TESLA INC | $460.04万 | 1.66% | 12,375 | -1,049 | -7.8% | -$39.00万 | 减仓 |
| APG | API GROUP CORP | $440.59万 | 1.59% | 108,733 | -895 | -0.8% | -$3.63万 | 减仓 |
| GOOG | ALPHABET INC | $421.88万 | 1.52% | 14,707 | -4,109 | -21.8% | -$117.87万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $412.63万 | 1.49% | 66,639 | -6,777 | -9.2% | -$41.96万 | 减仓 |
| AMZN | AMAZON COM INC | $366.20万 | 1.32% | 17,583 | 13,047 | 287.6% | $271.73万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $355.09万 | 1.28% | 336,262 | 21,761 | 6.9% | $22.98万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $340.72万 | 1.23% | 197,863 | 16,187 | 8.9% | $27.87万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $326.55万 | 1.18% | 35,158 | 402 | 1.2% | $3.73万 | 加仓 |
| DG | DOLLAR GEN CORP | $320.42万 | 1.16% | 26,987 | -1,223 | -4.3% | -$14.52万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $316.62万 | 1.14% | 123,439 | -121,390 | -49.6% | -$311.37万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $314.91万 | 1.14% | 114,929 | -698 | -0.6% | -$1.91万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $309.33万 | 1.12% | 32,914 | -1,907 | -5.5% | -$17.92万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $306.65万 | 1.11% | 11,493 | 2,845 | 32.9% | $75.91万 | 加仓 |
| AAPL | APPLE INC | $305.41万 | 1.10% | 12,034 | -88 | -0.7% | -$2.23万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $294.83万 | 1.06% | 6,230 | -130 | -2.0% | -$6.15万 | 减仓 |
| IQV | IQVIA HLDGS INC | $293.77万 | 1.06% | 17,226 | 2,137 | 14.2% | $36.44万 | 加仓 |
| BN | BROOKFIELD CORP | $293.49万 | 1.06% | 72,520 | 3,607 | 5.2% | $14.60万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $291.64万 | 1.05% | 51,791 | 981 | 1.9% | $5.52万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $290.32万 | 1.05% | 26,056 | 2,248 | 9.4% | $25.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $286.35万 | 1.03% | 8,378 | -2,453 | -22.6% | -$83.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $267.79万 | 0.97% | 15,355 | 1,396 | 10.0% | $24.35万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $260.29万 | 0.94% | 8,560 | -52 | -0.6% | -$1.58万 | 减仓 |
| EME | EMCOR GROUP INC | $258.04万 | 0.93% | 3,495 | -147 | -4.0% | -$10.85万 | 减仓 |
| VMI | VALMONT INDS INC | $249.09万 | 0.90% | 6,234 | 436 | 7.5% | $17.42万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $247.58万 | 0.89% | 15,742 | 17 | 0.1% | $2,674 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $247.20万 | 0.89% | 8,475 | 112 | 1.3% | $3.27万 | 加仓 |
| IR | INGERSOLL RAND INC | $239.26万 | 0.86% | 29,862 | 103 | 0.3% | $8,252 | 加仓 |
| QXO | QXO INC | $236.75万 | 0.85% | 121,910 | -815 | -0.7% | -$1.58万 | 减仓 |
| RPM | RPM INTL INC | $230.42万 | 0.83% | 23,181 | 242 | 1.1% | $2.41万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $225.23万 | 0.81% | 6,276 | -51 | -0.8% | -$1.83万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $223.14万 | 0.81% | 31,022 | 9,214 | 42.3% | $66.28万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $220.80万 | 0.80% | 22,444 | -530 | -2.3% | -$5.21万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $220.78万 | 0.80% | 12,102 | 80 | 0.7% | $1.46万 | 加仓 |
| MELI | MERCADOLIBRE INC | $211.29万 | 0.76% | 1,222 | 73 | 6.4% | $12.62万 | 加仓 |
| CCK | CROWN HLDGS INC | $205.44万 | 0.74% | 20,492 | 510 | 2.6% | $5.11万 | 加仓 |
| LEN/B | LENNAR CORP | $194.75万 | 0.70% | 23,152 | -1,866 | -7.5% | -$15.70万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $186.02万 | 0.67% | 21,880 | 617 | 2.9% | $5.25万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $179.37万 | 0.65% | 12,262 | -31,567 | -72.0% | -$461.76万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $175.71万 | 0.63% | 62,752 | -9,933 | -13.7% | -$27.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $175.64万 | 0.63% | 3,043 | 3,043 | — | $175.64万 | 新建仓 |
| RH | RH | $171.45万 | 0.62% | 12,262 | 539 | 4.6% | $7.54万 | 加仓 |
| DHI | D R HORTON INC | $170.88万 | 0.62% | 12,453 | 96 | 0.8% | $1.32万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $161.16万 | 0.58% | 14,139 | -293 | -2.0% | -$3.34万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $140.93万 | 0.51% | 4,393 | 509 | 13.1% | $16.33万 | 加仓 |
| MS | MORGAN STANLEY | $124.12万 | 0.45% | 7,542 | -24 | -0.3% | -$3,950 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.35万 | 0.45% | 2,574 | 508 | 24.6% | $24.34万 | 加仓 |
| Z | ZILLOW GROUP INC | $120.03万 | 0.43% | 29,006 | 3,055 | 11.8% | $12.64万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $115.65万 | 0.42% | 16,688 | 16,688 | — | $115.65万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $114.24万 | 0.41% | 17,828 | 3,262 | 22.4% | $20.90万 | 加仓 |
| MKL | MARKEL GROUP INC | $111.97万 | 0.40% | 585 | 102 | 21.1% | $19.52万 | 加仓 |
| DASH | DOORDASH INC | $111.88万 | 0.40% | 7,451 | 3,627 | 94.8% | $54.46万 | 加仓 |
| BA | BOEING CO | $109.49万 | 0.40% | 5,501 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $102.46万 | 0.37% | 10,321 | -16 | -0.2% | -$1,588 | 减仓 |
| VO | VANGUARD INDEX FDS | $92.21万 | 0.33% | 3,211 | 11 | 0.3% | $3,159 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $89.28万 | 0.32% | 3,035 | 70 | 2.4% | $2.06万 | 加仓 |
| META | META PLATFORMS INC | $88.85万 | 0.32% | 1,553 | 350 | 29.1% | $20.02万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $88.81万 | 0.32% | 11,507 | 37 | 0.3% | $2,856 | 加仓 |
| SPYM | SPDR SERIES TRUST | $86.64万 | 0.31% | 11,320 | 4,962 | 78.0% | $37.98万 | 加仓 |
| — | EXXON MOBIL CORP | $83.57万 | 0.30% | 4,926 | 1,750 | 55.1% | $29.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $83.30万 | 0.30% | 1,394 | -180 | -11.4% | -$10.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $68.37万 | 0.25% | 686 | 160 | 30.4% | $15.95万 | 加仓 |
| NOW | SERVICENOW INC | $66.89万 | 0.24% | 6,398 | 6,398 | — | $66.89万 | 新建仓 |
| MSFT | MICROSOFT CORP | $66.52万 | 0.24% | 1,797 | -80 | -4.3% | -$2.96万 | 减仓 |
| WMT | WALMART INC | $66.44万 | 0.24% | 5,346 | 5,346 | — | $66.44万 | 新建仓 |
| IVV | ISHARES TR | $63.62万 | 0.23% | 974 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $60.43万 | 0.22% | 657 | 11 | 1.7% | $1.01万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $59.34万 | 0.21% | 3,000 | 3,000 | — | $59.34万 | 新建仓 |
| WRB | BERKLEY W R CORP | $58.84万 | 0.21% | 8,877 | 1,563 | 21.4% | $10.36万 | 加仓 |
| AVGO | BROADCOM INC | $58.00万 | 0.21% | 1,874 | 770 | 69.7% | $23.83万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $56.07万 | 0.20% | 10,374 | 2,755 | 36.2% | $14.89万 | 加仓 |
| SE | SEA LTD | $53.83万 | 0.19% | 6,500 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $51.85万 | 0.19% | 7,500 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $51.51万 | 0.19% | 20,088 | 385 | 2.0% | $9,871 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $50.61万 | 0.18% | 10,606 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $49.94万 | 0.18% | 16,278 | -9,599 | -37.1% | -$29.45万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $48.34万 | 0.17% | 19,794 | 9,704 | 96.2% | $23.70万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $44.17万 | 0.16% | 2,368 | -11 | -0.5% | -$2,052 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $40.06万 | 0.14% | 5,334 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $38.19万 | 0.14% | 1,328 | -54 | -3.9% | -$1.55万 | 减仓 |
| BX | BLACKSTONE INC | $37.79万 | 0.14% | 3,286 | 803 | 32.3% | $9.23万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.95万 | 0.13% | 892 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $32.85万 | 0.12% | 1,057 | -287 | -21.4% | -$8.92万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $32.80万 | 0.12% | 7,947 | -40 | -0.5% | -$1,651 | 减仓 |
| V | VISA INC | $31.70万 | 0.11% | 1,049 | -15 | -1.4% | -$4,534 | 减仓 |
| IEFA | ISHARES TR | $31.55万 | 0.11% | 3,485 | 3,485 | — | $31.55万 | 新建仓 |
| ITOT | ISHARES TR | $27.18万 | 0.10% | 1,908 | 1,908 | — | $27.18万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $27.09万 | 0.10% | 1,325 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $26.54万 | 0.10% | 651 | 0 | 0.0% | — | 不变 |