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 |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEXTRONICS INTL LTD | $78.22万 | 0.28% | 11,949 | 289 | 2.5% | $1.89万 | 加仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $77.35万 | 0.27% | 11,990 | 1,384 | 13.0% | $8.93万 | 加仓 |
| LLY | ELI LILLY & CO | $77.22万 | 0.27% | 840 | -68 | -7.5% | -$6.25万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $77.12万 | 0.27% | 45,905 | -8,147 | -15.1% | -$13.69万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $76.95万 | 0.27% | 65,936 | -5,788 | -8.1% | -$6.75万 | 减仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $76.83万 | 0.27% | 35,986 | -5,197 | -12.6% | -$11.10万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $76.31万 | 0.27% | 72,259 | -11,423 | -13.7% | -$12.06万 | 减仓 |
| SLB | SLB LIMITED | $76.25万 | 0.27% | 14,838 | 8,662 | 140.3% | $44.51万 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $75.61万 | 0.27% | 21,078 | -4,885 | -18.8% | -$17.52万 | 减仓 |
| PFE | PFIZER INC | $75.57万 | 0.27% | 26,913 | 2,246 | 9.1% | $6.31万 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $75.20万 | 0.27% | 37,471 | -5,362 | -12.5% | -$10.76万 | 减仓 |
| ABBV | ABBVIE INC | $75.12万 | 0.27% | 3,454 | 82 | 2.4% | $1.78万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $75.03万 | 0.27% | 43,849 | -4,809 | -9.9% | -$8.23万 | 减仓 |
| GOOG | ALPHABET INC | $74.87万 | 0.27% | 2,610 | -320 | -10.9% | -$9.18万 | 减仓 |
| MOAT | VANECK ETF TRUST | $74.38万 | 0.26% | 7,691 | -51 | -0.7% | -$4,932 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $74.37万 | 0.26% | 54,560 | -7,064 | -11.5% | -$9.63万 | 减仓 |
| IVV | ISHARES TR | $73.19万 | 0.26% | 1,121 | -845 | -43.0% | -$55.17万 | 减仓 |
| C | CITIGROUP INC | $69.83万 | 0.25% | 6,157 | -2 | -0.0% | -$227 | 减仓 |
| — | MICROCHIP TECHNOLOGY INC. | $69.70万 | 0.25% | 12,234 | 293 | 2.5% | $1.67万 | 加仓 |
| CLS | CELESTICA INC | $69.38万 | 0.25% | 2,463 | -64 | -2.5% | -$1.80万 | 减仓 |
| — | HIGH INCOME SECS FD | $69.37万 | 0.25% | 125,678 | 28,095 | 28.8% | $15.51万 | 加仓 |
| AMGN | AMGEN INC | $68.88万 | 0.24% | 1,958 | -282 | -12.6% | -$9.92万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $68.76万 | 0.24% | 57,062 | -17,604 | -23.6% | -$21.21万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $68.44万 | 0.24% | 13,730 | 18 | 0.1% | $897 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $67.45万 | 0.24% | 63,514 | -3,183 | -4.8% | -$3.38万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $67.28万 | 0.24% | 15,867 | 1,159 | 7.9% | $4.91万 | 加仓 |
| EFV | ISHARES TR | $66.66万 | 0.24% | 8,966 | -685 | -7.1% | -$5.09万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $66.31万 | 0.24% | 3,380 | -65 | -1.9% | -$1.28万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $65.49万 | 0.23% | 7,051 | -90 | -1.3% | -$8,359 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $64.98万 | 0.23% | 7,653 | 2,164 | 39.4% | $18.37万 | 加仓 |
| BX | BLACKSTONE INC | $64.22万 | 0.23% | 5,585 | 12 | 0.2% | $1,380 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $64.12万 | 0.23% | 9,240 | 7 | 0.1% | $486 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $63.36万 | 0.22% | 11,615 | 47 | 0.4% | $2,564 | 加仓 |
| — | RAMACO RES INC | $61.70万 | 0.22% | 60,489 | 6,253 | 11.5% | $6.38万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $61.67万 | 0.22% | 56,628 | 1,203 | 2.2% | $1.31万 | 加仓 |
| NFLX | NETFLIX INC. | $61.20万 | 0.22% | 6,365 | 647 | 11.3% | $6.22万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $60.48万 | 0.21% | 7,864 | 7,864 | — | $60.48万 | 新建仓 |
| CCJ | CAMECO CORP | $60.28万 | 0.21% | 5,550 | 183 | 3.4% | $1.99万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $60.20万 | 0.21% | 5,694 | 290 | 5.4% | $3.07万 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $58.90万 | 0.21% | 95,933 | -14,607 | -13.2% | -$8.97万 | 减仓 |
| T | AT&T INC | $58.48万 | 0.21% | 20,171 | 9,835 | 95.2% | $28.51万 | 加仓 |
| DVY | ISHARES TR | $57.78万 | 0.20% | 3,816 | 20 | 0.5% | $3,028 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $57.59万 | 0.20% | 9,755 | 244 | 2.6% | $1.44万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $57.31万 | 0.20% | 123,770 | -17,118 | -12.2% | -$7.93万 | 减仓 |
| EPR | EPR PPTYS | $57.02万 | 0.20% | 11,413 | -1,245 | -9.8% | -$6.22万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $56.87万 | 0.20% | 102,477 | -2,195 | -2.1% | -$1.22万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $56.17万 | 0.20% | 38,819 | -3,690 | -8.7% | -$5.34万 | 减仓 |
| — | EAGLE POINT CREDIT COMPANY I | $55.38万 | 0.20% | 147,294 | 74,070 | 101.2% | $27.85万 | 加仓 |
| IVW | ISHARES TR | $55.37万 | 0.20% | 4,896 | 4 | 0.1% | $452 | 加仓 |
| AGNC | AGNC INVT CORP | $55.04万 | 0.20% | 54,879 | -13,728 | -20.0% | -$13.77万 | 减仓 |
| ORCL | ORACLE CORP | $54.80万 | 0.19% | 3,725 | 487 | 15.0% | $7.16万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $54.78万 | 0.19% | 21,165 | -3,979 | -15.8% | -$10.30万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $54.68万 | 0.19% | 6,973 | 44 | 0.6% | $3,450 | 加仓 |
| NNN | NNN REIT INC | $54.22万 | 0.19% | 12,901 | -1,092 | -7.8% | -$4.59万 | 减仓 |
| EFA | ISHARES TR | $53.76万 | 0.19% | 5,535 | -204 | -3.6% | -$1.98万 | 减仓 |
| IYW | ISHARES TR | $53.28万 | 0.19% | 2,937 | -122 | -4.0% | -$2.21万 | 减仓 |
| — | ARES COML REAL ESTATE CORP | $53.25万 | 0.19% | 110,942 | -8,572 | -7.2% | -$4.11万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $52.61万 | 0.19% | 24,874 | -6,126 | -19.8% | -$12.96万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $50.64万 | 0.18% | 7,790 | 1,705 | 28.0% | $11.08万 | 重新持有 |
| CSWC | CAPITAL SOUTHWEST CORP | $50.61万 | 0.18% | 22,881 | -5,462 | -19.3% | -$12.08万 | 减仓 |
| SLRC | SLR INVESTMENT CORP | $49.94万 | 0.18% | 34,902 | -4,635 | -11.7% | -$6.63万 | 减仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $49.70万 | 0.18% | 99,593 | 7,218 | 7.8% | $3.60万 | 加仓 |
| NGG | NATIONAL GRID PLC | $49.09万 | 0.17% | 5,803 | -21 | -0.4% | -$1,777 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $48.96万 | 0.17% | 87,421 | -26,761 | -23.4% | -$14.99万 | 减仓 |
| HODL | VANECK BITCOIN ETF | $48.89万 | 0.17% | 25,519 | 1,040 | 4.2% | $1.99万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $48.59万 | 0.17% | 4,963 | 4 | 0.1% | $392 | 加仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $48.04万 | 0.17% | 27,965 | 27,965 | — | $48.04万 | 新建仓 |
| KRC | KILROY REALTY CORP | $47.60万 | 0.17% | 16,873 | 16,873 | — | $47.60万 | 新建仓 |
| IWM | ISHARES TR | $47.43万 | 0.17% | 1,912 | -209 | -9.9% | -$5.18万 | 减仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $47.32万 | 0.17% | 44,897 | -7,514 | -14.3% | -$7.92万 | 减仓 |
| UNP | UNION PAC CORP | $46.14万 | 0.16% | 1,902 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $46.01万 | 0.16% | 2,154 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $45.50万 | 0.16% | 16,251 | 16,251 | — | $45.50万 | 新建仓 |
| — | ORION PROPERTIES INC | $45.43万 | 0.16% | 211,319 | -941 | -0.4% | -$2,023 | 减仓 |
| KRE | SPDR SERIES TRUST | $45.38万 | 0.16% | 6,966 | 33 | 0.5% | $2,150 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $45.23万 | 0.16% | 23,521 | 413 | 1.8% | $7,942 | 加仓 |
| LIN | LINDE PLC | $44.49万 | 0.16% | 897 | -54 | -5.7% | -$2.68万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $44.48万 | 0.16% | 497 | -2 | -0.4% | -$1,790 | 减仓 |
| ING | ING GROEP N.V. | $44.25万 | 0.16% | 16,988 | -33 | -0.2% | -$860 | 减仓 |
| KBE | SPDR SERIES TRUST | $44.22万 | 0.16% | 7,426 | 35 | 0.5% | $2,084 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $44.19万 | 0.16% | 77,388 | -6,668 | -7.9% | -$3.81万 | 减仓 |
| EEMS | ISHARES INC | $43.94万 | 0.16% | 6,351 | -180 | -2.8% | -$1.25万 | 减仓 |
| IVE | ISHARES TR | $43.85万 | 0.16% | 2,077 | -82 | -3.8% | -$1.73万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $43.61万 | 0.15% | 8,262 | 70 | 0.9% | $3,695 | 加仓 |
| CSCO | CISCO SYS INC | $43.58万 | 0.15% | 5,617 | 21 | 0.4% | $1,629 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $43.56万 | 0.15% | 44,360 | -320 | -0.7% | -$3,142 | 减仓 |
| IEFA | ISHARES TR | $43.46万 | 0.15% | 4,801 | -216 | -4.3% | -$1.96万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $43.44万 | 0.15% | 12,830 | 201 | 1.6% | $6,806 | 加仓 |
| SCZ | ISHARES TR | $42.82万 | 0.15% | 5,462 | -175 | -3.1% | -$1.37万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $42.81万 | 0.15% | 19,173 | 394 | 2.1% | $8,798 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $42.18万 | 0.15% | 96,086 | 6,425 | 7.2% | $2.82万 | 加仓 |
| — | HONEYWELL INTL INC | $41.95万 | 0.15% | 1,856 | 5 | 0.3% | $1,130 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $41.62万 | 0.15% | 2,231 | 182 | 8.9% | $3.40万 | 加仓 |
| — | ETF SER SOLUTIONS | $41.49万 | 0.15% | 46,149 | 2,625 | 6.0% | $2.36万 | 加仓 |
| KKR | KKR & CO INC | $41.15万 | 0.15% | 4,449 | -94 | -2.1% | -$8,695 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $41.07万 | 0.15% | 10,413 | 303 | 3.0% | $1.20万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.05万 | 0.15% | 687 | -12 | -1.7% | -$7,171 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.98万 | 0.15% | 411 | -60 | -12.7% | -$5.98万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $40.89万 | 0.14% | 23,747 | 2,437 | 11.4% | $4.20万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $40.44万 | 0.14% | 10,074 | -4,187 | -29.4% | -$16.81万 | 减仓 |