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 |
|---|---|---|---|---|---|---|---|---|
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -5,550 | -100.0% | -$60.28万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -511 | -100.0% | -$39.49万 | 清仓 |
| PFXF | VANECK ETF TRUST | $0 | 0.00% | 0 | -18,309 | -100.0% | -$32.11万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -45,000 | -100.0% | -$29.02万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,307 | -100.0% | -$25.91万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -431 | -100.0% | -$24.20万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -14,697 | -100.0% | -$23.10万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -5,430 | -100.0% | -$22.62万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -472 | -100.0% | -$22.36万 | 清仓 |
| CSR | CENTERSPACE | $0 | 0.00% | 0 | -3,695 | -100.0% | -$21.23万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,098 | -100.0% | -$20.23万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,749 | -100.0% | -$20.20万 | 清仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $0 | 0.00% | 0 | -16,366 | -100.0% | -$10.80万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | -10,328 | -100.0% | -$7.77万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -19,529 | -100.0% | -$5.10万 | 清仓 |
| JBLU | JETBLUE AIRWAYS CORP | $0 | 0.00% | 0 | -10,381 | -100.0% | -$4.59万 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -18,974 | -100.0% | -$3.07万 | 清仓 |
| — | COHEN & STEERS QUALITY INCOM | $1,732 | 0.00% | 116,224 | 116,224 | — | $1,732 | 新建仓 |
| COTY | COTY INC | $2.48万 | 0.01% | 11,500 | -27,500 | -70.5% | -$5.94万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $3.27万 | 0.01% | 10,093 | 10,093 | — | $3.27万 | 新建仓 |
| — | VS TRUST | $3.31万 | 0.01% | 10,725 | 10,725 | — | $3.31万 | 新建仓 |
| — | U S GLOBAL INVS INC | $3.75万 | 0.01% | 12,006 | -537 | -4.3% | -$1,675 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $5.77万 | 0.02% | 10,641 | -7,928 | -42.7% | -$4.30万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $5.79万 | 0.02% | 200 | 200 | — | $5.79万 | 新建仓 |
| — | WESTERN ASSET HIGH INCOME OP | $8.33万 | 0.03% | 22,879 | 644 | 2.9% | $2,344 | 加仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $8.72万 | 0.03% | 38,500 | 38,500 | — | $8.72万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $9.52万 | 0.03% | 10,881 | 10,881 | — | $9.52万 | 新建仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $10.33万 | 0.03% | 11,595 | 11,595 | — | $10.33万 | 新建仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $11.08万 | 0.03% | 15,714 | 946 | 6.4% | $6,669 | 加仓 |
| NKTX | NKARTA INC | $11.53万 | 0.04% | 40,750 | -53,069 | -56.6% | -$15.02万 | 减仓 |
| — | ENERGY TRANSFER L P | $12.24万 | 0.04% | 10,684 | -425 | -3.8% | -$4,871 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $13.86万 | 0.04% | 14,620 | -2,172 | -12.9% | -$2.06万 | 减仓 |
| — | GREYSTONE HOUSING IMPACT INV | $14.44万 | 0.05% | 24,898 | -19,025 | -43.3% | -$11.03万 | 减仓 |
| BBD | BANCO BRADESCO S A | $14.81万 | 0.05% | 42,671 | 74 | 0.2% | $257 | 加仓 |
| LADR | LADDER CAP CORP | $15.21万 | 0.05% | 15,288 | -113 | -0.7% | -$1,124 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $15.56万 | 0.05% | 10,418 | 6 | 0.1% | $90 | 加仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $15.91万 | 0.05% | 12,742 | 297 | 2.4% | $3,709 | 加仓 |
| PLUG | PLUG PWR INC | $17.21万 | 0.05% | 63,500 | 29,000 | 84.1% | $7.86万 | 加仓 |
| — | GAMCO NAT RES GOLD & INCOME | $17.81万 | 0.06% | 21,854 | -18,973 | -46.5% | -$15.46万 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $18.84万 | 0.06% | 16,703 | -10,698 | -39.0% | -$12.07万 | 减仓 |
| SAN | BANCO SANTANDER SA | $19.46万 | 0.06% | 14,104 | 122 | 0.9% | $1,684 | 加仓 |
| STUB | STUBHUB HLDGS INC | $19.56万 | 0.06% | 15,200 | 3,499 | 29.9% | $4.50万 | 加仓 |
| HON | HONEYWELL INTL INC | $20.13万 | 0.06% | 899 | -957 | -51.6% | -$21.43万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $20.16万 | 0.06% | 2,502 | 2,502 | — | $20.16万 | 新建仓 |
| TGT | TARGET CORP | $20.28万 | 0.06% | 1,553 | 1,553 | — | $20.28万 | 新建仓 |
| YYY | AMPLIFY ETF TR | $20.31万 | 0.06% | 17,615 | -875 | -4.7% | -$1.01万 | 减仓 |
| PFF | ISHARES TR | $20.93万 | 0.07% | 6,864 | 6,864 | — | $20.93万 | 新建仓 |
| OKE | ONEOK INC NEW | $21.00万 | 0.07% | 2,415 | 23 | 1.0% | $2,000 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $21.13万 | 0.07% | 2,770 | 2,770 | — | $21.13万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $21.19万 | 0.07% | 22,565 | -17,477 | -43.6% | -$16.41万 | 减仓 |
| GLPI | GAMING & LEISURE P | $21.28万 | 0.07% | 4,779 | 268 | 5.9% | $1.19万 | 加仓 |
| — | PUTNAM ETF TRUST | $21.38万 | 0.07% | 7,857 | -6,190 | -44.1% | -$16.84万 | 减仓 |
| IYH | ISHARES TR | $21.60万 | 0.07% | 3,223 | -64 | -1.9% | -$4,289 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $22.04万 | 0.07% | 2,404 | -165 | -6.4% | -$1.51万 | 减仓 |
| VGT | VANGUARD WORLD FD | $22.16万 | 0.07% | 1,854 | 1,576 | 566.9% | $18.84万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $22.53万 | 0.07% | 133 | 133 | — | $22.53万 | 新建仓 |
| — | COHEN & STEERS REAL ESTATE O | $22.60万 | 0.07% | 14,359 | 285 | 2.0% | $4,486 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $22.69万 | 0.07% | 1,273 | 1,273 | — | $22.69万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $22.74万 | 0.07% | 1,842 | 1,842 | — | $22.74万 | 新建仓 |
| UMH | UMH PPTYS INC | $22.88万 | 0.07% | 15,111 | -33 | -0.2% | -$500 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $23.02万 | 0.07% | 5,621 | 43 | 0.8% | $1,761 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $23.14万 | 0.07% | 1,459 | 6 | 0.4% | $952 | 加仓 |
| WU | WESTERN UN CO | $23.40万 | 0.07% | 30,395 | 9,791 | 47.5% | $7.54万 | 加仓 |
| IBB | ISHARES TR | $23.42万 | 0.07% | 1,232 | 1 | 0.1% | $190 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $23.54万 | 0.07% | 27,497 | -9,318 | -25.3% | -$7.98万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $23.54万 | 0.07% | 644 | 644 | — | $23.54万 | 新建仓 |
| NRG | NRG ENERGY INC | $23.56万 | 0.07% | 1,613 | 6 | 0.4% | $876 | 加仓 |
| INN | SUMMIT HOTEL PPTYS | $23.57万 | 0.07% | 33,620 | -367 | -1.1% | -$2,573 | 减仓 |
| SPGI | S&P GLOBAL INC | $23.57万 | 0.07% | 579 | -9 | -1.5% | -$3,664 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $23.64万 | 0.07% | 924 | 22 | 2.4% | $5,628 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $23.66万 | 0.07% | 11,001 | 77 | 0.7% | $1,656 | 加仓 |
| IWB | ISHARES TR | $23.68万 | 0.07% | 578 | 1 | 0.2% | $410 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $23.75万 | 0.07% | 19,201 | -15,701 | -45.0% | -$19.42万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.81万 | 0.07% | 468 | -29 | -5.8% | -$1.48万 | 减仓 |
| SO | SOUTHERN CO | $23.94万 | 0.07% | 2,501 | -204 | -7.5% | -$1.95万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $24.28万 | 0.08% | 2,212 | 2,212 | — | $24.28万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.41万 | 0.08% | 511 | 511 | — | $24.41万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.55万 | 0.08% | 2,105 | -302 | -12.5% | -$3.52万 | 减仓 |
| GE | GE AEROSPACE | $24.87万 | 0.08% | 665 | 665 | — | $24.87万 | 新建仓 |
| SE | SEA LTD | $24.89万 | 0.08% | 2,597 | 3 | 0.1% | $287 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $24.92万 | 0.08% | 10,511 | -936 | -8.2% | -$2.22万 | 减仓 |
| WELL | WELLTOWER INC | $25.00万 | 0.08% | 1,101 | 3 | 0.3% | $681 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $25.16万 | 0.08% | 8,332 | -1,327 | -13.7% | -$4.01万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $25.61万 | 0.08% | 836 | -24 | -2.8% | -$7,351 | 减仓 |
| CAT | CATERPILLAR INC | $25.78万 | 0.08% | 242 | -49 | -16.8% | -$5.22万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $26.04万 | 0.08% | 8,635 | -698 | -7.5% | -$2.11万 | 重新持有 |
| STWD | STARWOOD PPTY TR INC | $26.14万 | 0.08% | 15,956 | -7,791 | -32.8% | -$12.76万 | 减仓 |
| HL | HECLA MINING COMPANY | $26.42万 | 0.08% | 17,120 | 5,603 | 48.6% | $8.65万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $26.50万 | 0.08% | 9,291 | -2,800 | -23.2% | -$7.99万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $26.63万 | 0.08% | 2,005 | 2 | 0.1% | $266 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $26.66万 | 0.08% | 55,086 | 37,024 | 205.0% | $17.92万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.27万 | 0.09% | 705 | 1 | 0.1% | $387 | 加仓 |
| TPC | TUTOR PERINI CORP | $27.32万 | 0.09% | 3,293 | 75 | 2.3% | $6,223 | 加仓 |
| ETR | ENTERGY CORP NEW | $27.59万 | 0.09% | 2,402 | 499 | 26.2% | $5.73万 | 加仓 |
| — | MORGAN STANLEY INDIA INVT FD | $27.69万 | 0.09% | 12,134 | -1,944 | -13.8% | -$4.44万 | 减仓 |
| — | EAGLE POINT CR CO | $27.89万 | 0.09% | 74,980 | -72,314 | -49.1% | -$26.90万 | 减仓 |
| ASML | ASML HLDG NV | $28.16万 | 0.09% | 142 | 142 | — | $28.16万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $28.46万 | 0.09% | 9,805 | 7 | 0.1% | $203 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $28.76万 | 0.09% | 3,575 | -478 | -11.8% | -$3.85万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $28.88万 | 0.09% | 10,176 | -862 | -7.8% | -$2.45万 | 减仓 |