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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $51.86万 | 0.16% | 1,907 | 5 | 0.3% | $1,360 | 加仓 |
| KRE | SPDR SERIES TRUST | $52.41万 | 0.16% | 7,001 | 35 | 0.5% | $2,620 | 加仓 |
| — | RAMACO RES INC | $53.25万 | 0.17% | 62,278 | 1,789 | 3.0% | $1.53万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $53.26万 | 0.17% | 6,836 | -137 | -2.0% | -$1.07万 | 减仓 |
| ING | ING GROEP N.V. | $54.70万 | 0.17% | 17,433 | 445 | 2.6% | $1.40万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $54.98万 | 0.17% | 32,920 | -10,929 | -24.9% | -$18.25万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $55.58万 | 0.17% | 1,064 | 283 | 36.2% | $14.78万 | 加仓 |
| IWM | ISHARES TR | $56.31万 | 0.18% | 1,874 | -38 | -2.0% | -$1.14万 | 减仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $56.45万 | 0.18% | 27,311 | -10,160 | -27.1% | -$21.00万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $56.47万 | 0.18% | 4,746 | -217 | -4.4% | -$2.58万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $56.82万 | 0.18% | 38,437 | -16,123 | -29.6% | -$23.84万 | 减仓 |
| EFA | ISHARES TR | $58.27万 | 0.18% | 5,609 | 74 | 1.3% | $7,687 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $58.38万 | 0.18% | 5,702 | 8 | 0.1% | $819 | 加仓 |
| NEE | NEXTERA ENERGY INC | $58.58万 | 0.18% | 6,674 | -377 | -5.3% | -$3.31万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $59.01万 | 0.18% | 74,884 | -30,789 | -29.1% | -$24.26万 | 减仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $59.01万 | 0.18% | 14,970 | -6,108 | -29.0% | -$24.08万 | 减仓 |
| DVY | ISHARES TR | $60.02万 | 0.19% | 3,840 | 24 | 0.6% | $3,751 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $60.32万 | 0.19% | 14,070 | 340 | 2.5% | $1.46万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $61.01万 | 0.19% | 4,476 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL ESTATE FIN | $61.34万 | 0.19% | 57,436 | -14,823 | -20.5% | -$15.83万 | 减仓 |
| PFE | PFIZER INC | $62.10万 | 0.19% | 25,787 | -1,126 | -4.2% | -$2.71万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $62.87万 | 0.20% | 46,920 | -19,016 | -28.8% | -$25.48万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $63.35万 | 0.20% | 31,207 | -11,629 | -27.1% | -$23.61万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $63.70万 | 0.20% | 34,010 | -11,895 | -25.9% | -$22.28万 | 减仓 |
| CSCO | CISCO SYS INC | $64.41万 | 0.20% | 5,484 | -133 | -2.4% | -$1.56万 | 减仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $64.61万 | 0.20% | 25,072 | -10,914 | -30.3% | -$28.13万 | 减仓 |
| BX | BLACKSTONE INC | $64.96万 | 0.20% | 5,521 | -64 | -1.1% | -$7,530 | 减仓 |
| IVW | ISHARES TR | $65.04万 | 0.20% | 4,729 | -167 | -3.4% | -$2.30万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $65.11万 | 0.20% | 7,865 | 1 | 0.0% | $83 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $65.46万 | 0.20% | 49,512 | -16,048 | -24.5% | -$21.22万 | 减仓 |
| CLS | CELESTICA INC | $66.63万 | 0.21% | 1,826 | -637 | -25.9% | -$23.24万 | 减仓 |
| IYW | ISHARES TR | $67.00万 | 0.21% | 2,656 | -281 | -9.6% | -$7.09万 | 减仓 |
| — | MICROCHIP TECHNOLOGY INC. | $67.09万 | 0.21% | 8,746 | -3,488 | -28.5% | -$26.76万 | 减仓 |
| ORCL | ORACLE CORP | $67.91万 | 0.21% | 4,634 | 909 | 24.4% | $13.32万 | 加仓 |
| SLB | SLB LIMITED | $68.57万 | 0.21% | 14,748 | -90 | -0.6% | -$4,184 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $69.34万 | 0.22% | 57,643 | -26,211 | -31.3% | -$31.53万 | 减仓 |
| — | EXXON MOBIL CORP | $69.62万 | 0.22% | 5,092 | -80 | -1.5% | -$1.09万 | 减仓 |
| EFV | ISHARES TR | $69.67万 | 0.22% | 9,102 | 136 | 1.5% | $1.04万 | 加仓 |
| NOW | SERVICENOW INC | $69.86万 | 0.22% | 7,037 | 7,037 | — | $69.86万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $70.00万 | 0.22% | 64,396 | -18,629 | -22.4% | -$20.25万 | 减仓 |
| AMGN | AMGEN INC | $70.26万 | 0.22% | 1,940 | -18 | -0.9% | -$6,519 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $70.99万 | 0.22% | 11,595 | -20 | -0.2% | -$1,225 | 减仓 |
| MCD | MCDONALDS CORP | $71.17万 | 0.22% | 2,633 | 4 | 0.2% | $1,081 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $72.06万 | 0.23% | 9,246 | 6 | 0.1% | $468 | 加仓 |
| VTV | VANGUARD INDEX FDS | $72.11万 | 0.23% | 3,309 | -71 | -2.1% | -$1.55万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $72.16万 | 0.23% | 15,999 | 132 | 0.8% | $5,953 | 加仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $72.61万 | 0.23% | 137,773 | -1,000 | -0.7% | -$5,270 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $73.40万 | 0.23% | 7,111 | -542 | -7.1% | -$5.59万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $73.62万 | 0.23% | 638 | -2,363 | -78.7% | -$272.68万 | 减仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $74.19万 | 0.23% | 6,414 | -5,576 | -46.5% | -$64.50万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $74.48万 | 0.23% | 17,590 | -2,804 | -13.7% | -$11.87万 | 减仓 |
| WMT | WALMART INC | $74.77万 | 0.23% | 6,602 | 15 | 0.2% | $1,699 | 加仓 |
| MOAT | VANECK ETF TRUST | $75.22万 | 0.24% | 7,235 | -456 | -5.9% | -$4.74万 | 减仓 |
| ABBV | ABBVIE INC | $76.07万 | 0.24% | 3,023 | -431 | -12.5% | -$10.85万 | 减仓 |
| IVV | ISHARES TR | $76.24万 | 0.24% | 1,018 | -103 | -9.2% | -$7.71万 | 减仓 |
| FLEX | FLEX LTD | $76.52万 | 0.24% | 4,722 | -7,227 | -60.5% | -$117.12万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $78.65万 | 0.25% | 57,743 | 1,115 | 2.0% | $1.52万 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $78.73万 | 0.25% | 66,499 | -38,546 | -36.7% | -$45.64万 | 减仓 |
| C | CITIGROUP INC | $80.88万 | 0.25% | 5,779 | -378 | -6.1% | -$5.29万 | 减仓 |
| — | HIGH INCOME SECS FD | $82.25万 | 0.26% | 150,363 | 24,685 | 19.6% | $13.50万 | 加仓 |
| NVO | NOVO-NORDISK A S | $83.04万 | 0.26% | 17,321 | 7,315 | 73.1% | $35.07万 | 加仓 |
| O | REALTY INCOME CORP | $85.04万 | 0.27% | 13,725 | -3,118 | -18.5% | -$19.32万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $87.28万 | 0.27% | 77,105 | 1,514 | 2.0% | $1.71万 | 加仓 |
| GOOG | ALPHABET INC | $90.45万 | 0.28% | 2,560 | -50 | -1.9% | -$1.77万 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC | $91.72万 | 0.29% | 24,394 | 730 | 3.1% | $2.74万 | 加仓 |
| CVX | CHEVRON CORPORATION | $92.07万 | 0.29% | 5,555 | 179 | 3.3% | $2.97万 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $94.00万 | 0.29% | 51,422 | 807 | 1.6% | $1.48万 | 加仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $94.04万 | 0.29% | 42,248 | 358 | 0.9% | $7,969 | 加仓 |
| V | VISA INC | $94.30万 | 0.29% | 2,748 | -25 | -0.9% | -$8,579 | 减仓 |
| LRCX | LAM RESEARCH CORP | $94.55万 | 0.30% | 2,182 | 28 | 1.3% | $1.21万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $95.63万 | 0.30% | 17,748 | 343 | 2.0% | $1.85万 | 加仓 |
| LLY | ELI LILLY & CO | $97.63万 | 0.31% | 814 | -26 | -3.1% | -$3.12万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.77万 | 0.31% | 967 | 26 | 2.8% | $2.63万 | 加仓 |
| MO | ALTRIA GROUP INC | $99.37万 | 0.31% | 13,810 | -232 | -1.7% | -$1.67万 | 减仓 |
| ERO | ERO COPPER CORP | $101.12万 | 0.32% | 37,803 | 589 | 1.6% | $1.58万 | 加仓 |
| HD | HOME DEPOT INC | $102.54万 | 0.32% | 2,907 | -75 | -2.5% | -$2.65万 | 减仓 |
| ET | ENERGY TRANSFER L P | $102.94万 | 0.32% | 53,841 | 757 | 1.4% | $1.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $105.09万 | 0.33% | 7,167 | -3,799 | -34.6% | -$55.70万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $113.08万 | 0.35% | 1,608 | 142 | 9.7% | $9.99万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $113.34万 | 0.35% | 107,636 | 529 | 0.5% | $5,570 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $115.15万 | 0.36% | 4,866 | 247 | 5.3% | $5.84万 | 加仓 |
| FVR | FRONTVIEW REIT INC | $117.42万 | 0.37% | 58,040 | 74 | 0.1% | $1,497 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $118.58万 | 0.37% | 46,519 | -1,511 | -3.1% | -$3.85万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $121.37万 | 0.38% | 30,694 | -590 | -1.9% | -$2.33万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $121.42万 | 0.38% | 29,435 | -55 | -0.2% | -$2,269 | 减仓 |
| WPC | WP CAREY INC | $123.16万 | 0.38% | 17,225 | 354 | 2.1% | $2.53万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $125.70万 | 0.39% | 30,470 | 858 | 2.9% | $3.54万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $126.89万 | 0.40% | 68,479 | -6,641 | -8.8% | -$12.31万 | 减仓 |
| CVS | CVS HEALTH CORP | $133.04万 | 0.42% | 12,860 | 12,860 | — | $133.04万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $133.59万 | 0.42% | 11,292 | -482 | -4.1% | -$5.70万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $135.12万 | 0.42% | 32,012 | 322 | 1.0% | $1.36万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $140.15万 | 0.44% | 29,351 | 253 | 0.9% | $1.21万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $141.79万 | 0.44% | 27,209 | 115 | 0.4% | $5,993 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $142.00万 | 0.44% | 34,029 | 572 | 1.7% | $2.39万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $143.22万 | 0.45% | 30,037 | 1,477 | 5.2% | $7.04万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $144.13万 | 0.45% | 117,084 | -20,548 | -14.9% | -$25.29万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $144.25万 | 0.45% | 31,814 | -771 | -2.4% | -$3.50万 | 减仓 |
| AVGO | BROADCOM INC | $148.12万 | 0.46% | 3,921 | 4 | 0.1% | $1,511 | 加仓 |
| OPRA | OPERA LTD | $151.94万 | 0.47% | 76,622 | -3,850 | -4.8% | -$7.63万 | 减仓 |
| MRK | MERCK & CO INC | $153.32万 | 0.48% | 11,932 | 511 | 4.5% | $6.57万 | 加仓 |