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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 2 | 0.1% | $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 | 34 | 0.9% | $2,559 | 加仓 |
| TRGP | TARGA RES CORP | $30.15万 | 0.09% | 1,124 | 5 | 0.4% | $1,341 | 加仓 |
| INTU | INTUIT | $30.26万 | 0.09% | 1,159 | 785 | 209.9% | $20.49万 | 重新持有 |
| QCOM | QUALCOMM INC | $30.27万 | 0.09% | 1,638 | 29 | 1.8% | $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 | 1,516 | 7.1% | $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 | 126 | 2.3% | $7,260 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $32.57万 | 0.10% | 2,944 | 11 | 0.4% | $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 | 1 | 0.1% | $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 | 8 | 0.4% | $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 | 657 | 6.9% | $2.27万 | 加仓 |
| SKT | TANGER INC | $35.60万 | 0.11% | 9,020 | 74 | 0.8% | $2,921 | 加仓 |
| CPNG | COUPANG INC | $35.63万 | 0.11% | 20,512 | 989 | 5.1% | $1.72万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $35.73万 | 0.11% | 3,938 | 39 | 1.0% | $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 | 12 | 0.3% | $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 | 2,000 | 36.4% | $9.97万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $37.47万 | 0.12% | 22,105 | 6,602 | 42.6% | $11.19万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $37.72万 | 0.12% | 5,519 | 2 | 0.0% | $137 | 加仓 |
| HSBC | HSBC HLDGS PLC | $37.76万 | 0.12% | 3,971 | 114 | 3.0% | $1.08万 | 加仓 |
| IYC | ISHARES TR | $37.77万 | 0.12% | 3,736 | 56 | 1.5% | $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 | 15 | 0.3% | $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 | 5 | 1.2% | $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 | 0 | 0.0% | — | 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 | 6 | 0.3% | $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 | 8 | 0.3% | $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 | 42 | 0.2% | $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 | 1,006 | 12.9% | $4.89万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $42.73万 | 0.13% | 25,727 | 208 | 0.8% | $3,455 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $43.41万 | 0.14% | 10,774 | 700 | 6.9% | $2.82万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $43.48万 | 0.14% | 19,532 | 359 | 1.9% | $7,991 | 加仓 |
| CINF | CINCINNATI FINL CORP | $43.89万 | 0.14% | 2,371 | 10 | 0.4% | $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 | 30 | 0.4% | $1,621 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $45.28万 | 0.14% | 98,214 | 2,128 | 2.2% | $9,810 | 加仓 |
| IGV | ISHARES TR | $45.30万 | 0.14% | 5,000 | 595 | 13.5% | $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 | 74 | 1.5% | $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 | 843 | 17.3% | $6.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $47.32万 | 0.15% | 689 | 2 | 0.3% | $1,374 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $47.53万 | 0.15% | 24,363 | 842 | 3.6% | $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 | 3,130 | 6.8% | $3.05万 | 加仓 |
| NFLX | NETFLIX INC. | $48.41万 | 0.15% | 6,780 | 415 | 6.5% | $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 | 1,167 | 2.6% | $1.25万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $49.83万 | 0.16% | 16,583 | 332 | 2.0% | $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 | 119 | 1.2% | $6,075 | 加仓 |
| KBE | SPDR SERIES TRUST | $50.89万 | 0.16% | 7,460 | 34 | 0.5% | $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 | 195 | 8.6% | $4.08万 | 加仓 |