Samalin Investment Counsel, LLC
CHAPPAQUA NY · SEC CIK 0001544366
$2.82亿2026Q1 申报市值
319持仓数
18.6%前十大占比 · 第一大 3.1%
18 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RSP 加仓+$224.11万
SCHD 加仓+$167.53万
NML 新建仓+$99.08万
XEVTX 新建仓+$90.09万
CHI 加仓+$84.46万
2026Q1 卖出最多 按季末市值估算
ABRDN GLOBAL PRE 减仓-$191.01万
ITOT 减仓-$112.46万
AAPL 减仓-$112.40万
RDDT 清仓-$101.44万
IWR 减仓-$99.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $170.62万 | 0.60% | 19,235 | 244 | 1.3% | $2.16万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $187.17万 | 0.66% | 112,755 | 41,159 | 57.5% | $68.32万 | 加仓 |
| PFFA | ETFIS SER TR I | $191.36万 | 0.68% | 93,988 | -4,848 | -4.9% | -$9.87万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $198.82万 | 0.70% | 64,805 | 54,607 | 535.5% | $167.53万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $205.17万 | 0.73% | 42,338 | 2,384 | 6.0% | $11.55万 | 加仓 |
| TSLA | TESLA INC | $214.89万 | 0.76% | 5,780 | -78 | -1.3% | -$2.90万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $223.88万 | 0.79% | 125,848 | 44,099 | 53.9% | $78.45万 | 加仓 |
| META | META PLATFORMS INC | $243.69万 | 0.86% | 4,259 | -794 | -15.7% | -$45.43万 | 减仓 |
| BIZD | VANECK ETF TRUST | $248.35万 | 0.88% | 194,023 | 63,653 | 48.8% | $81.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $252.99万 | 0.90% | 8,601 | -273 | -3.1% | -$8.03万 | 减仓 |
| ETN | EATON CORP PLC | $256.25万 | 0.91% | 7,165 | -39 | -0.5% | -$1.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $266.56万 | 0.95% | 4,618 | -132 | -2.8% | -$7.62万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $281.52万 | 1.00% | 13,531 | 1,857 | 15.9% | $38.64万 | 加仓 |
| SHY | ISHARES TR | $282.13万 | 1.00% | 34,168 | -2,225 | -6.1% | -$18.37万 | 减仓 |
| ISTB | ISHARES TR | $289.04万 | 1.02% | 59,645 | -2,983 | -4.8% | -$14.46万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $290.61万 | 1.03% | 57,456 | -4,066 | -6.6% | -$20.57万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $296.81万 | 1.05% | 78,438 | 7,223 | 10.1% | $27.33万 | 加仓 |
| IJR | ISHARES TR | $297.67万 | 1.06% | 23,945 | 4,574 | 23.6% | $56.86万 | 加仓 |
| TIP | ISHARES TR | $298.63万 | 1.06% | 27,059 | -670 | -2.4% | -$7.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $321.77万 | 1.14% | 18,450 | -1,102 | -5.6% | -$19.22万 | 减仓 |
| MPLX | MPLX LP | $332.36万 | 1.18% | 58,237 | 2,540 | 4.6% | $14.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $337.44万 | 1.20% | 86,836 | 3,949 | 4.8% | $15.35万 | 加仓 |
| AMLP | ALPS ETF TR | $338.84万 | 1.20% | 64,370 | 12,352 | 23.7% | $65.02万 | 加仓 |
| BAC | BANK AMERICA CORP | $352.06万 | 1.25% | 72,217 | -170 | -0.2% | -$8,287 | 减仓 |
| IWR | ISHARES TR | $359.55万 | 1.27% | 36,980 | -10,223 | -21.7% | -$99.40万 | 减仓 |
| ITOT | ISHARES TR | $363.48万 | 1.29% | 25,520 | -7,896 | -23.6% | -$112.46万 | 减仓 |
| EFAV | ISHARES TR | $364.74万 | 1.29% | 39,919 | 292 | 0.7% | $2.67万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $374.12万 | 1.33% | 19,493 | 11,677 | 149.4% | $224.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $416.11万 | 1.48% | 11,241 | -1,891 | -14.4% | -$70.00万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $424.98万 | 1.51% | 8,869 | -282 | -3.1% | -$13.51万 | 减仓 |
| IWY | ISHARES TR | $463.32万 | 1.64% | 18,619 | 929 | 5.3% | $23.12万 | 加仓 |
| DGRO | ISHARES TR | $472.32万 | 1.67% | 67,301 | -1,621 | -2.4% | -$11.38万 | 减仓 |
| GLD | SPDR GOLD TR | $484.21万 | 1.72% | 11,253 | 219 | 2.0% | $9.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $591.27万 | 2.10% | 9,092 | 237 | 2.7% | $15.41万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $796.96万 | 2.83% | 176,906 | -9,283 | -5.0% | -$41.82万 | 减仓 |
| AAPL | APPLE INC | $860.74万 | 3.05% | 33,915 | -4,429 | -11.6% | -$112.40万 | 减仓 |