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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $75.22万 | 0.24% | 7,235 | -456 | -5.9% | -$4.74万 | 减仓 |
| WMT | WALMART INC | $74.77万 | 0.23% | 6,602 | 15 | 0.2% | $1,699 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $74.48万 | 0.23% | 17,590 | -2,804 | -13.7% | -$11.87万 | 减仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $74.19万 | 0.23% | 6,414 | -5,576 | -46.5% | -$64.50万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $73.62万 | 0.23% | 638 | -2,363 | -78.7% | -$272.68万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $73.40万 | 0.23% | 7,111 | -542 | -7.1% | -$5.59万 | 减仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $72.61万 | 0.23% | 137,773 | -1,000 | -0.7% | -$5,270 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $72.16万 | 0.23% | 15,999 | 132 | 0.8% | $5,953 | 加仓 |
| VTV | VANGUARD INDEX FDS | $72.11万 | 0.23% | 3,309 | -71 | -2.1% | -$1.55万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $72.06万 | 0.23% | 9,246 | 6 | 0.1% | $468 | 加仓 |
| MCD | MCDONALDS CORP | $71.17万 | 0.22% | 2,633 | 4 | 0.2% | $1,081 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $70.99万 | 0.22% | 11,595 | -20 | -0.2% | -$1,225 | 减仓 |
| AMGN | AMGEN INC | $70.26万 | 0.22% | 1,940 | -18 | -0.9% | -$6,519 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $70.00万 | 0.22% | 64,396 | -18,629 | -22.4% | -$20.25万 | 减仓 |
| NOW | SERVICENOW INC | $69.86万 | 0.22% | 7,037 | 7,037 | — | $69.86万 | 新建仓 |
| EFV | ISHARES TR | $69.67万 | 0.22% | 9,102 | 136 | 1.5% | $1.04万 | 加仓 |
| — | EXXON MOBIL CORP | $69.62万 | 0.22% | 5,092 | -80 | -1.5% | -$1.09万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $69.34万 | 0.22% | 57,643 | -26,211 | -31.3% | -$31.53万 | 减仓 |
| SLB | SLB LIMITED | $68.57万 | 0.21% | 14,748 | -90 | -0.6% | -$4,184 | 减仓 |
| ORCL | ORACLE CORP | $67.91万 | 0.21% | 4,634 | 909 | 24.4% | $13.32万 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $67.09万 | 0.21% | 8,746 | -3,488 | -28.5% | -$26.76万 | 减仓 |
| IYW | ISHARES TR | $67.00万 | 0.21% | 2,656 | -281 | -9.6% | -$7.09万 | 减仓 |
| CLS | CELESTICA INC | $66.63万 | 0.21% | 1,826 | -637 | -25.9% | -$23.24万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $65.46万 | 0.20% | 49,512 | -16,048 | -24.5% | -$21.22万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $65.11万 | 0.20% | 7,865 | 1 | 0.0% | $83 | 加仓 |
| IVW | ISHARES TR | $65.04万 | 0.20% | 4,729 | -167 | -3.4% | -$2.30万 | 减仓 |
| BX | BLACKSTONE INC | $64.96万 | 0.20% | 5,521 | -64 | -1.1% | -$7,530 | 减仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $64.61万 | 0.20% | 25,072 | -10,914 | -30.3% | -$28.13万 | 减仓 |
| CSCO | CISCO SYS INC | $64.41万 | 0.20% | 5,484 | -133 | -2.4% | -$1.56万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $63.70万 | 0.20% | 34,010 | -11,895 | -25.9% | -$22.28万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $63.35万 | 0.20% | 31,207 | -11,629 | -27.1% | -$23.61万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $62.87万 | 0.20% | 46,920 | -19,016 | -28.8% | -$25.48万 | 减仓 |
| PFE | PFIZER INC | $62.10万 | 0.19% | 25,787 | -1,126 | -4.2% | -$2.71万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $61.34万 | 0.19% | 57,436 | -14,823 | -20.5% | -$15.83万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $61.01万 | 0.19% | 4,476 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $60.32万 | 0.19% | 14,070 | 340 | 2.5% | $1.46万 | 加仓 |
| DVY | ISHARES TR | $60.02万 | 0.19% | 3,840 | 24 | 0.6% | $3,751 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $59.01万 | 0.18% | 14,970 | -6,108 | -29.0% | -$24.08万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $59.01万 | 0.18% | 74,884 | -30,789 | -29.1% | -$24.26万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $58.58万 | 0.18% | 6,674 | -377 | -5.3% | -$3.31万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $58.38万 | 0.18% | 5,702 | 8 | 0.1% | $819 | 加仓 |
| EFA | ISHARES TR | $58.27万 | 0.18% | 5,609 | 74 | 1.3% | $7,687 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $56.82万 | 0.18% | 38,437 | -16,123 | -29.6% | -$23.84万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $56.47万 | 0.18% | 4,746 | -217 | -4.4% | -$2.58万 | 减仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $56.45万 | 0.18% | 27,311 | -10,160 | -27.1% | -$21.00万 | 减仓 |
| IWM | ISHARES TR | $56.31万 | 0.18% | 1,874 | -38 | -2.0% | -$1.14万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $55.58万 | 0.17% | 1,064 | 283 | 36.2% | $14.78万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $54.98万 | 0.17% | 32,920 | -10,929 | -24.9% | -$18.25万 | 减仓 |
| ING | ING GROEP N.V. | $54.70万 | 0.17% | 17,433 | 445 | 2.6% | $1.40万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $53.26万 | 0.17% | 6,836 | -137 | -2.0% | -$1.07万 | 减仓 |
| — | RAMACO RES INC | $53.25万 | 0.17% | 62,278 | 1,789 | 3.0% | $1.53万 | 加仓 |
| KRE | SPDR SERIES TRUST | $52.41万 | 0.16% | 7,001 | 35 | 0.5% | $2,620 | 加仓 |
| UNP | UNION PAC CORP | $51.86万 | 0.16% | 1,907 | 5 | 0.3% | $1,360 | 加仓 |
| MS | MORGAN STANLEY | $51.64万 | 0.16% | 2,470 | 195 | 8.6% | $4.08万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $51.18万 | 0.16% | 12,727 | -103 | -0.8% | -$4,142 | 减仓 |
| KBE | SPDR SERIES TRUST | $50.89万 | 0.16% | 7,460 | 34 | 0.5% | $2,319 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $50.41万 | 0.16% | 9,874 | 119 | 1.2% | $6,075 | 加仓 |
| EPR | EPR PPTYS | $50.36万 | 0.16% | 8,681 | -2,732 | -23.9% | -$15.85万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $49.83万 | 0.16% | 16,583 | 332 | 2.0% | $9,977 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $48.90万 | 0.15% | 45,527 | 1,167 | 2.6% | $1.25万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $48.74万 | 0.15% | 43,097 | -13,965 | -24.5% | -$15.79万 | 减仓 |
| NFLX | NETFLIX INC. | $48.41万 | 0.15% | 6,780 | 415 | 6.5% | $2.96万 | 加仓 |
| — | ETF SER SOLUTIONS | $48.05万 | 0.15% | 49,279 | 3,130 | 6.8% | $3.05万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $47.95万 | 0.15% | 490 | -7 | -1.4% | -$6,851 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $47.78万 | 0.15% | 6,706 | 6,706 | — | $47.78万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $47.53万 | 0.15% | 24,363 | 842 | 3.6% | $1.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $47.32万 | 0.15% | 689 | 2 | 0.3% | $1,374 | 加仓 |
| WFC | WELLS FARGO & CO | $47.29万 | 0.15% | 5,722 | 843 | 17.3% | $6.97万 | 加仓 |
| EEMS | ISHARES INC | $47.21万 | 0.15% | 6,221 | -130 | -2.0% | -$9,866 | 减仓 |
| NGG | NATIONAL GRID PLC | $47.14万 | 0.15% | 5,688 | -115 | -2.0% | -$9,531 | 减仓 |
| IEFA | ISHARES TR | $47.09万 | 0.15% | 4,875 | 74 | 1.5% | $7,148 | 加仓 |
| AGNC | AGNC INVT CORP | $47.04万 | 0.15% | 43,155 | -11,724 | -21.4% | -$12.78万 | 减仓 |
| IVE | ISHARES TR | $46.91万 | 0.15% | 2,066 | -11 | -0.5% | -$2,497 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $46.53万 | 0.15% | 2,080 | -151 | -6.8% | -$3.38万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $46.05万 | 0.14% | 99,670 | -24,100 | -19.5% | -$11.13万 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $45.36万 | 0.14% | 38,410 | -25,104 | -39.5% | -$29.65万 | 减仓 |
| IGV | ISHARES TR | $45.30万 | 0.14% | 5,000 | 595 | 13.5% | $5.39万 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $45.28万 | 0.14% | 98,214 | 2,128 | 2.2% | $9,810 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $44.79万 | 0.14% | 8,292 | 30 | 0.4% | $1,621 | 加仓 |
| SCZ | ISHARES TR | $44.76万 | 0.14% | 5,441 | -21 | -0.4% | -$1,728 | 减仓 |
| HUM | HUMANA INC | $44.69万 | 0.14% | 1,125 | 1,125 | — | $44.69万 | 新建仓 |
| LIN | LINDE PLC | $44.51万 | 0.14% | 858 | -39 | -4.3% | -$2.02万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $44.43万 | 0.14% | 76,468 | -26,009 | -25.4% | -$15.11万 | 减仓 |
| VB | VANGUARD INDEX FDS | $44.29万 | 0.14% | 1,461 | 1,461 | — | $44.29万 | 新建仓 |
| KRC | KILROY REALTY CORP | $44.09万 | 0.14% | 11,768 | -5,105 | -30.3% | -$19.13万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $43.89万 | 0.14% | 2,371 | 10 | 0.4% | $1,851 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $43.48万 | 0.14% | 19,532 | 359 | 1.9% | $7,991 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $43.41万 | 0.14% | 10,774 | 700 | 6.9% | $2.82万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $42.73万 | 0.13% | 25,727 | 208 | 0.8% | $3,455 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $42.72万 | 0.13% | 8,796 | 1,006 | 12.9% | $4.89万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $42.10万 | 0.13% | 18,830 | -6,044 | -24.3% | -$13.51万 | 减仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $41.94万 | 0.13% | 71,567 | -24,366 | -25.4% | -$14.28万 | 减仓 |
| T | AT&T INC | $41.84万 | 0.13% | 20,213 | 42 | 0.2% | $869 | 加仓 |
| — | ORION PROPERTIES INC | $41.40万 | 0.13% | 143,239 | -68,080 | -32.2% | -$19.68万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $41.30万 | 0.13% | 3,167 | 8 | 0.3% | $1,043 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $40.94万 | 0.13% | 14,839 | -6,326 | -29.9% | -$17.45万 | 减仓 |
| OXLC | OXFORD LANE CAP CORP | $40.76万 | 0.13% | 46,529 | -34,596 | -42.6% | -$30.31万 | 减仓 |
| KKR | KKR & CO INC | $40.20万 | 0.13% | 4,380 | -69 | -1.6% | -$6,333 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $40.19万 | 0.13% | 10,015 | -398 | -3.8% | -$1.60万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.15万 | 0.13% | 1,793 | 6 | 0.3% | $1,344 | 加仓 |