13F 机构持仓

Samalin Investment Counsel, LLC

CHAPPAQUA NY · SEC CIK 0001544366

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.2%
QQQ 看跌期权 2.3%
SPY 2.2%
OUNZ 2.1%
IWY 1.7%
DGRO 1.6%
RSP 1.6%
NVDA 1.5%
MSFT 1.4%
BRK/B 1.4%

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
XRN CHIRON REAL ESTATE INC $28.94万0.09%7,713 -45-0.6% -$1,688 减仓
SBUX STARBUCKS CORP $29.12万0.09%2,849 -377-11.7% -$3.85万 减仓
PINS PINTEREST INC $29.37万0.09%13,966 13,966— $29.37万 新建仓
NUE NUCOR CORP $29.84万0.09%1,339 20.1% $446 加仓
IRM IRON MTN INC DEL $30.04万0.09%2,378 -85-3.5% -$1.07万 减仓
EEMV ISHARES INC $30.14万0.09%4,004 340.9% $2,559 加仓
TRGP TARGA RES CORP $30.15万0.09%1,124 50.4% $1,341 加仓
INTU INTUIT $30.26万0.09%1,159 785209.9% $20.49万 重新持有
QCOM QUALCOMM INC $30.27万0.09%1,638 291.8% $5,360 加仓
SPOT SPOTIFY TECHNOLOGY S A $30.30万0.09%660 -136-17.1% -$6.24万 减仓
— TRIPLEPOINT VENTURE GROWTH B $30.32万0.09%61,743 -37,850-38.0% -$18.58万 减仓
CB CHUBB LIMITED $30.38万0.09%892 -38-4.1% -$1.29万 减仓
IBM INTERNATIONAL BUSINESS MACHS $30.42万0.10%1,082 -362-25.1% -$10.18万 减仓
TGB TREKOR METALS LTD $30.96万0.10%45,000 45,000— $30.96万 新建仓
GD GENERAL DYNAMICS CORP $31.32万0.10%884 -5-0.6% -$1,771 减仓
KYN KAYNE ANDERSON ENERGY INFRST $31.44万0.10%22,732 1,5167.1% $2.10万 加仓
UAN CVR PARTNERS LP/CVR NITROGEN $31.75万0.10%2,848 2,848— $31.75万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $32.57万0.10%5,653 1262.3% $7,260 加仓
ED CONSOLIDATED EDISON INC $32.57万0.10%2,944 110.4% $1,217 加仓
DFAX DIMENSIONAL ETF TRUST $32.65万0.10%8,863 -31-0.3% -$1,142 减仓
RJF RAYMOND JAMES FINL INC $32.91万0.10%2,164 -186-7.9% -$2.83万 减仓
IYJ ISHARES TR $32.92万0.10%1,975 10.1% $167 加仓
MDLZ MONDELEZ INTL INC $33.23万0.10%5,745 -273-4.5% -$1.58万 减仓
QQQM INVESCO EXCH TRADED FD TR II $33.30万0.10%1,099 -171-13.5% -$5.18万 减仓
BRSP BRIGHTSPIRE CAPITAL INC $33.74万0.11%61,913 -25,508-29.2% -$13.90万 减仓
VT VANGUARD INTL EQUITY INDEX F $33.77万0.11%2,152 80.4% $1,255 加仓
— XAI FLOATING RATE & ALTER IN $34.27万0.11%19,525 -8,440-30.2% -$14.81万 减仓
— BNY MELLON MUN BD INFRASTRUC $34.68万0.11%31,414 -13,483-30.0% -$14.89万 减仓
EWZ ISHARES INC $35.01万0.11%10,147 6576.9% $2.27万 加仓
SKT TANGER INC $35.60万0.11%9,020 740.8% $2,921 加仓
CPNG COUPANG INC $35.63万0.11%20,512 9895.1% $1.72万 加仓
ABT ABBOTT LABORATORIES $35.73万0.11%3,938 391.0% $3,539 加仓
INTC INTEL CORP $36.12万0.11%2,587 2,587— $36.12万 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $36.33万0.11%3,983 120.3% $1,094 加仓
APH AMPHENOL CORP $36.69万0.11%2,081 -186-8.2% -$3.28万 减仓
— ARES COML REAL ESTATE CORP $36.91万0.12%82,021 -28,921-26.1% -$13.01万 减仓
GLW CORNING INC $37.04万0.12%1,450 1,450— $37.04万 新建仓
TBIL RBB FD INC $37.40万0.12%7,500 2,00036.4% $9.97万 加仓
BXMT BLACKSTONE MORTGAGE TRUST IN $37.47万0.12%22,105 6,60242.6% $11.19万 加仓
FDLO FIDELITY COVINGTON TRUST $37.72万0.12%5,519 20.0% $137 加仓
HSBC HSBC HLDGS PLC $37.76万0.12%3,971 1143.0% $1.08万 加仓
IYC ISHARES TR $37.77万0.12%3,736 561.5% $5,662 加仓
APLE APPLE HOSPITALITY REIT INC $37.80万0.12%22,488 -1,021-4.3% -$1.72万 减仓
DLR DIGITAL RLTY TR INC $37.83万0.12%2,107 -36-1.7% -$6,463 减仓
CMS CMS ENERGY CORP $37.85万0.12%4,948 150.3% $1,147 加仓
CSWC CAPITAL SOUTHWEST CORP $38.04万0.12%16,005 -6,876-30.1% -$16.34万 减仓
AXP AMERICAN EXPRESS CO $38.50万0.12%1,138 -28-2.4% -$9,473 减仓
KRP KIMBELL RTY PARTNERS LP $38.89万0.12%26,765 -12,054-31.1% -$17.51万 减仓
COST COSTCO WHOLESALE CORPORATION $38.93万0.12%416 51.2% $4,679 加仓
NNN NNN REIT INC $39.11万0.12%8,405 -4,496-34.9% -$20.92万 减仓
EQIX EQUINIX INC $39.32万0.12%377 -24-6.0% -$2.50万 减仓
RDNT RADNET INC $39.72万0.12%6,440 00.0% — 不变
HFRO HIGHLAND OPPS & INCOME FD $39.93万0.12%56,009 -21,379-27.6% -$15.24万 减仓
ADP AUTOMATIC DATA PROCESSING IN $40.15万0.13%1,793 60.3% $1,344 加仓
DISV DIMENSIONAL ETF TRUST $40.19万0.13%10,015 -398-3.8% -$1.60万 减仓
KKR KKR & CO INC $40.20万0.13%4,380 -69-1.6% -$6,333 减仓
OXLC OXFORD LANE CAP CORP $40.76万0.13%46,529 -34,596-42.6% -$30.31万 减仓
UTF COHEN & STEERS INFRASTRUCTUR $40.94万0.13%14,839 -6,326-29.9% -$17.45万 减仓
IVOO VANGUARD ADMIRAL FDS INC $41.30万0.13%3,167 80.3% $1,043 加仓
— ORION PROPERTIES INC $41.40万0.13%143,239 -68,080-32.2% -$19.68万 减仓
T AT&T INC $41.84万0.13%20,213 420.2% $869 加仓
AQN ALGONQUIN POWER & UTILITIES $41.94万0.13%71,567 -24,366-25.4% -$14.28万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $42.10万0.13%18,830 -6,044-24.3% -$13.51万 减仓
OXY OCCIDENTAL PETE CORP $42.72万0.13%8,796 1,00612.9% $4.89万 加仓
HODL VANECK BITCOIN ETF $42.73万0.13%25,727 2080.8% $3,455 加仓
SRLN SSGA ACTIVE ETF TR $43.41万0.14%10,774 7006.9% $2.82万 加仓
PAA PLAINS ALL AMERN PIPELINE L $43.48万0.14%19,532 3591.9% $7,991 加仓
CINF CINCINNATI FINL CORP $43.89万0.14%2,371 100.4% $1,851 加仓
KRC KILROY REALTY CORP $44.09万0.14%11,768 -5,105-30.3% -$19.13万 减仓
VB VANGUARD INDEX FDS $44.29万0.14%1,461 1,461— $44.29万 新建仓
USA LIBERTY ALL STAR EQUITY FD $44.43万0.14%76,468 -26,009-25.4% -$15.11万 减仓
LIN LINDE PLC $44.51万0.14%858 -39-4.3% -$2.02万 减仓
HUM HUMANA INC $44.69万0.14%1,125 1,125— $44.69万 新建仓
SCZ ISHARES TR $44.76万0.14%5,441 -21-0.4% -$1,728 减仓
DFIV DIMENSIONAL ETF TRUST $44.79万0.14%8,292 300.4% $1,621 加仓
— CBRE GBL REAL ESTATE INC FD $45.28万0.14%98,214 2,1282.2% $9,810 加仓
IGV ISHARES TR $45.30万0.14%5,000 59513.5% $5.39万 加仓
XIFR XPLR INFRASTRUCTURE LP $45.36万0.14%38,410 -25,104-39.5% -$29.65万 减仓
MPT MEDICAL PROPERTIES TRUST INC $46.05万0.14%99,670 -24,100-19.5% -$11.13万 减仓
SPG SIMON PPTY GROUP INC NEW $46.53万0.15%2,080 -151-6.8% -$3.38万 减仓
IVE ISHARES TR $46.91万0.15%2,066 -11-0.5% -$2,497 减仓
AGNC AGNC INVT CORP $47.04万0.15%43,155 -11,724-21.4% -$12.78万 减仓
IEFA ISHARES TR $47.09万0.15%4,875 741.5% $7,148 加仓
NGG NATIONAL GRID PLC $47.14万0.15%5,688 -115-2.0% -$9,531 减仓
EEMS ISHARES INC $47.21万0.15%6,221 -130-2.0% -$9,866 减仓
WFC WELLS FARGO & CO $47.29万0.15%5,722 84317.3% $6.97万 加仓
VOO VANGUARD INDEX FDS $47.32万0.15%689 20.3% $1,374 加仓
SBRA SABRA HEALTH CARE REIT INC $47.53万0.15%24,363 8423.6% $1.64万 加仓
VEA VANGUARD TAX-MANAGED FDS $47.78万0.15%6,706 6,706— $47.78万 新建仓
PH PARKER-HANNIFIN CORP $47.95万0.15%490 -7-1.4% -$6,851 减仓
— ETF SER SOLUTIONS $48.05万0.15%49,279 3,1306.8% $3.05万 加仓
NFLX NETFLIX INC. $48.41万0.15%6,780 4156.5% $2.96万 加仓
BCX BLACKROCK RES & COMMODITIES $48.74万0.15%43,097 -13,965-24.5% -$15.79万 减仓
XEMDX WESTERN ASSET EMERGING MKTS $48.90万0.15%45,527 1,1672.6% $1.25万 加仓
MRP MILLROSE PPTYS INC $49.83万0.16%16,583 3322.0% $9,977 加仓
EPR EPR PPTYS $50.36万0.16%8,681 -2,732-23.9% -$15.85万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $50.41万0.16%9,874 1191.2% $6,075 加仓
KBE SPDR SERIES TRUST $50.89万0.16%7,460 340.5% $2,319 加仓
DFAE DIMENSIONAL ETF TRUST $51.18万0.16%12,727 -103-0.8% -$4,142 减仓
MS MORGAN STANLEY $51.64万0.16%2,470 1958.6% $4.08万 加仓