Samalin Investment Counsel, LLC
CHAPPAQUA NY · SEC CIK 0001544366
$3.20亿2026Q2 申报市值
336持仓数
19.0%前十大占比 · 第一大 3.2%
30 / 17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
SCHD 加仓+$151.58万
CVS 新建仓+$133.04万
NVDA 加仓+$113.87万
ISTB 加仓+$109.62万
RSP 加仓+$86.47万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$272.68万
GLD 减仓-$120.17万
FLEX 减仓-$117.12万
HEWLETT PACKARD 减仓-$64.50万
CCJ 清仓-$60.28万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,020.89万 | 3.19% | 35,281 | 1,366 | 4.0% | $39.53万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $743.76万 | 2.32% | 10,100 | 10,100 | — | $743.76万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $693.45万 | 2.17% | 9,286 | 194 | 2.1% | $14.49万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $680.47万 | 2.13% | 176,333 | -573 | -0.3% | -$2.21万 | 减仓 |
| IWY | ISHARES TR | $540.50万 | 1.69% | 18,598 | -21 | -0.1% | -$6,103 | 减仓 |
| DGRO | ISHARES TR | $512.25万 | 1.60% | 67,588 | 287 | 0.4% | $2.18万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $501.23万 | 1.57% | 23,557 | 4,064 | 20.8% | $86.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $483.03万 | 1.51% | 24,141 | 5,691 | 30.8% | $113.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $457.40万 | 1.43% | 12,262 | 1,021 | 9.1% | $38.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $456.72万 | 1.43% | 9,127 | 258 | 2.9% | $12.91万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $427.03万 | 1.33% | 14,953 | 1,422 | 10.5% | $40.61万 | 加仓 |
| ITOT | ISHARES TR | $416.40万 | 1.30% | 25,349 | -171 | -0.7% | -$2.81万 | 减仓 |
| BAC | BANK OF AMER CORP | $412.01万 | 1.29% | 72,309 | 92 | 0.1% | $5,242 | 加仓 |
| IWR | ISHARES TR | $405.82万 | 1.27% | 36,785 | -195 | -0.5% | -$2.15万 | 减仓 |
| ISTB | ISHARES TR | $397.41万 | 1.24% | 82,364 | 22,719 | 38.1% | $109.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $385.59万 | 1.20% | 86,924 | 88 | 0.1% | $3,904 | 加仓 |
| AMLP | ALPS ETF TR | $383.12万 | 1.20% | 73,890 | 9,520 | 14.8% | $49.36万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $357.08万 | 1.12% | 112,607 | 47,802 | 73.8% | $151.58万 | 加仓 |
| IJR | ISHARES TR | $353.10万 | 1.10% | 23,808 | -137 | -0.6% | -$2.03万 | 减仓 |
| EFAV | ISHARES TR | $352.26万 | 1.10% | 40,162 | 243 | 0.6% | $2.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $350.50万 | 1.10% | 4,760 | 142 | 3.1% | $10.46万 | 加仓 |
| TIP | ISHARES TR | $347.88万 | 1.09% | 31,790 | 4,731 | 17.5% | $51.77万 | 加仓 |
| SHY | ISHARES TR | $339.98万 | 1.06% | 41,406 | 7,238 | 21.2% | $59.43万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $339.85万 | 1.06% | 154,616 | 28,768 | 22.9% | $63.23万 | 加仓 |
| MPLX | MPLX LP | $336.48万 | 1.05% | 59,733 | 1,496 | 2.6% | $8.43万 | 加仓 |
| ETN | EATON CORP PLC | $306.03万 | 0.96% | 7,182 | 17 | 0.2% | $7,244 | 加仓 |
| META | META PLATFORMS INC | $305.59万 | 0.95% | 5,425 | 1,166 | 27.4% | $65.68万 | 加仓 |
| GLD | SPDR GOLD TR | $294.37万 | 0.92% | 7,991 | -3,262 | -29.0% | -$120.17万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $278.25万 | 0.87% | 54,969 | -2,487 | -4.3% | -$12.59万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $277.46万 | 0.87% | 206,445 | 60,096 | 41.1% | $80.77万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $275.91万 | 0.86% | 75,058 | -3,380 | -4.3% | -$12.42万 | 减仓 |
| BIZD | VANECK ETF TRUST | $274.44万 | 0.86% | 216,774 | 22,751 | 11.7% | $28.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $274.33万 | 0.86% | 8,381 | -220 | -2.6% | -$7.20万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $272.15万 | 0.85% | 147,347 | 34,592 | 30.7% | $63.89万 | 加仓 |
| TSLA | TESLA INC | $251.87万 | 0.79% | 5,988 | 208 | 3.6% | $8.75万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $233.98万 | 0.73% | 5,629 | 249 | 4.6% | $10.35万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $231.91万 | 0.72% | 42,158 | -180 | -0.4% | -$9,902 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $203.12万 | 0.63% | 49,883 | 14,008 | 39.0% | $57.04万 | 加仓 |
| GOOGL | ALPHABET INC | $195.08万 | 0.61% | 5,459 | 17 | 0.3% | $6,075 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $191.20万 | 0.60% | 19,828 | 593 | 3.1% | $5.72万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $190.05万 | 0.59% | 23,194 | 176 | 0.8% | $1.44万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $180.11万 | 0.56% | 9,453 | -498 | -5.0% | -$9.49万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $179.34万 | 0.56% | 64,791 | 28,094 | 76.6% | $77.76万 | 加仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $176.76万 | 0.55% | 174,324 | 80,048 | 84.9% | $81.17万 | 加仓 |
| PFFA | ETFIS SER TR I | $173.96万 | 0.54% | 84,571 | -9,417 | -10.0% | -$19.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $171.77万 | 0.54% | 20,861 | -44 | -0.2% | -$3,623 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $168.74万 | 0.53% | 38,560 | 794 | 2.1% | $3.47万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $166.34万 | 0.52% | 65,105 | 29,051 | 80.6% | $74.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $166.33万 | 0.52% | 6,549 | 33 | 0.5% | $8,381 | 加仓 |
| IJH | ISHARES TR | $165.55万 | 0.52% | 21,470 | 9,675 | 82.0% | $74.60万 | 加仓 |
| EEM | ISHARES TR | $165.53万 | 0.52% | 24,197 | -386 | -1.6% | -$2.64万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $160.87万 | 0.50% | 25,234 | 11,738 | 87.0% | $74.83万 | 加仓 |
| AMZN | AMAZON COM INC | $158.93万 | 0.50% | 6,668 | -15 | -0.2% | -$3,575 | 减仓 |
| MRK | MERCK & CO INC | $153.32万 | 0.48% | 11,932 | 511 | 4.5% | $6.57万 | 加仓 |
| OPRA | OPERA LTD | $151.94万 | 0.47% | 76,622 | -3,850 | -4.8% | -$7.63万 | 减仓 |
| AVGO | BROADCOM INC | $148.12万 | 0.46% | 3,921 | 4 | 0.1% | $1,511 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $144.25万 | 0.45% | 31,814 | -771 | -2.4% | -$3.50万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $144.13万 | 0.45% | 117,084 | -20,548 | -14.9% | -$25.29万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $143.22万 | 0.45% | 30,037 | 1,477 | 5.2% | $7.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $142.00万 | 0.44% | 34,029 | 572 | 1.7% | $2.39万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $141.79万 | 0.44% | 27,209 | 115 | 0.4% | $5,993 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $140.15万 | 0.44% | 29,351 | 253 | 0.9% | $1.21万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $135.12万 | 0.42% | 32,012 | 322 | 1.0% | $1.36万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $133.59万 | 0.42% | 11,292 | -482 | -4.1% | -$5.70万 | 减仓 |
| CVS | CVS HEALTH CORP | $133.04万 | 0.42% | 12,860 | 12,860 | — | $133.04万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $126.89万 | 0.40% | 68,479 | -6,641 | -8.8% | -$12.31万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $125.70万 | 0.39% | 30,470 | 858 | 2.9% | $3.54万 | 加仓 |
| WPC | WP CAREY INC | $123.16万 | 0.38% | 17,225 | 354 | 2.1% | $2.53万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $121.42万 | 0.38% | 29,435 | -55 | -0.2% | -$2,269 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $121.37万 | 0.38% | 30,694 | -590 | -1.9% | -$2.33万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $118.58万 | 0.37% | 46,519 | -1,511 | -3.1% | -$3.85万 | 减仓 |
| FVR | FRONTVIEW REIT INC | $117.42万 | 0.37% | 58,040 | 74 | 0.1% | $1,497 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $115.15万 | 0.36% | 4,866 | 247 | 5.3% | $5.84万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $113.34万 | 0.35% | 107,636 | 529 | 0.5% | $5,570 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $113.08万 | 0.35% | 1,608 | 142 | 9.7% | $9.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $105.09万 | 0.33% | 7,167 | -3,799 | -34.6% | -$55.70万 | 减仓 |
| ET | ENERGY TRANSFER L P | $102.94万 | 0.32% | 53,841 | 757 | 1.4% | $1.45万 | 加仓 |
| HD | HOME DEPOT INC | $102.54万 | 0.32% | 2,907 | -75 | -2.5% | -$2.65万 | 减仓 |
| ERO | ERO COPPER CORP | $101.12万 | 0.32% | 37,803 | 589 | 1.6% | $1.58万 | 加仓 |
| MO | ALTRIA GROUP INC | $99.37万 | 0.31% | 13,810 | -232 | -1.7% | -$1.67万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.77万 | 0.31% | 967 | 26 | 2.8% | $2.63万 | 加仓 |
| LLY | ELI LILLY & CO | $97.63万 | 0.31% | 814 | -26 | -3.1% | -$3.12万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $95.63万 | 0.30% | 17,748 | 343 | 2.0% | $1.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $94.55万 | 0.30% | 2,182 | 28 | 1.3% | $1.21万 | 加仓 |
| V | VISA INC | $94.30万 | 0.29% | 2,748 | -25 | -0.9% | -$8,579 | 减仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $94.04万 | 0.29% | 42,248 | 358 | 0.9% | $7,969 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $94.00万 | 0.29% | 51,422 | 807 | 1.6% | $1.48万 | 加仓 |
| CVX | CHEVRON CORPORATION | $92.07万 | 0.29% | 5,555 | 179 | 3.3% | $2.97万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $91.72万 | 0.29% | 24,394 | 730 | 3.1% | $2.74万 | 加仓 |
| GOOG | ALPHABET INC | $90.45万 | 0.28% | 2,560 | -50 | -1.9% | -$1.77万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $87.28万 | 0.27% | 77,105 | 1,514 | 2.0% | $1.71万 | 加仓 |
| O | REALTY INCOME CORP | $85.04万 | 0.27% | 13,725 | -3,118 | -18.5% | -$19.32万 | 减仓 |
| NVO | NOVO-NORDISK A S | $83.04万 | 0.26% | 17,321 | 7,315 | 73.1% | $35.07万 | 加仓 |
| — | HIGH INCOME SECS FD | $82.25万 | 0.26% | 150,363 | 24,685 | 19.6% | $13.50万 | 加仓 |
| C | CITIGROUP INC | $80.88万 | 0.25% | 5,779 | -378 | -6.1% | -$5.29万 | 减仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $78.73万 | 0.25% | 66,499 | -38,546 | -36.7% | -$45.64万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $78.65万 | 0.25% | 57,743 | 1,115 | 2.0% | $1.52万 | 加仓 |
| FLEX | FLEX LTD | $76.52万 | 0.24% | 4,722 | -7,227 | -60.5% | -$117.12万 | 减仓 |
| IVV | ISHARES TR | $76.24万 | 0.24% | 1,018 | -103 | -9.2% | -$7.71万 | 减仓 |
| ABBV | ABBVIE INC | $76.07万 | 0.24% | 3,023 | -431 | -12.5% | -$10.85万 | 减仓 |