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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $40.03万 | 0.14% | 3,899 | -58 | -1.5% | -$5,955 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $39.49万 | 0.14% | 511 | -10 | -1.9% | -$7,728 | 减仓 |
| EQIX | EQUINIX INC | $39.33万 | 0.14% | 401 | -12 | -2.9% | -$1.18万 | 减仓 |
| WFC | WELLS FARGO & CO | $38.85万 | 0.14% | 4,879 | -6 | -0.1% | -$478 | 减仓 |
| — | PUTNAM ETF TRUST | $38.74万 | 0.14% | 14,047 | -10,371 | -42.5% | -$28.60万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $38.64万 | 0.14% | 4,476 | -1,750 | -28.1% | -$15.11万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $38.61万 | 0.14% | 2,143 | -69 | -3.1% | -$1.24万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $38.60万 | 0.14% | 796 | -151 | -15.9% | -$7.32万 | 减仓 |
| CMS | CMS ENERGY CORP | $38.27万 | 0.14% | 4,933 | -170 | -3.3% | -$1.32万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $37.96万 | 0.13% | 40,042 | 1,407 | 3.6% | $1.33万 | 加仓 |
| MS | MORGAN STANLEY | $37.44万 | 0.13% | 2,275 | -16 | -0.7% | -$2,633 | 减仓 |
| CINF | CINCINNATI FINL CORP | $37.15万 | 0.13% | 2,361 | -74 | -3.0% | -$1.16万 | 减仓 |
| CPNG | COUPANG INC | $36.86万 | 0.13% | 19,523 | -910 | -4.5% | -$1.72万 | 减仓 |
| NVO | NOVO-NORDISK A S | $36.77万 | 0.13% | 10,006 | -1,317 | -11.6% | -$4.84万 | 减仓 |
| EWZ | ISHARES INC | $36.43万 | 0.13% | 9,490 | -572 | -5.7% | -$2.20万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $36.30万 | 0.13% | 1,787 | -32 | -1.8% | -$6,500 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.17万 | 0.13% | 781 | -1,807 | -69.8% | -$83.69万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $36.11万 | 0.13% | 3,159 | 10 | 0.3% | $1,143 | 加仓 |
| RDNT | RADNET INC | $35.99万 | 0.13% | 6,440 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $35.66万 | 0.13% | 3,680 | -208 | -5.3% | -$2.02万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $35.63万 | 0.13% | 5,517 | 3 | 0.1% | $194 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $35.28万 | 0.13% | 1,166 | 2 | 0.2% | $605 | 加仓 |
| IGV | ISHARES TR | $35.26万 | 0.13% | 4,405 | 755 | 20.7% | $6.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.20万 | 0.12% | 2,407 | -2,089 | -46.5% | -$30.55万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.01万 | 0.12% | 1,444 | 6 | 0.4% | $1,455 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $34.69万 | 0.12% | 6,018 | -62 | -1.0% | -$3,574 | 减仓 |
| — | GAMCO NAT RES GOLD & INCOME | $34.09万 | 0.12% | 40,827 | -9,244 | -18.5% | -$7.72万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $34.03万 | 0.12% | 2,350 | -49 | -2.0% | -$7,096 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $33.88万 | 0.12% | 497 | -6 | -1.2% | -$4,091 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.52万 | 0.12% | 5,527 | 187 | 3.5% | $1.13万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $33.19万 | 0.12% | 2,933 | 7 | 0.2% | $792 | 加仓 |
| PFXF | VANECK ETF TRUST | $32.11万 | 0.11% | 18,309 | -3,446 | -15.8% | -$6.04万 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $31.95万 | 0.11% | 27,401 | 757 | 2.8% | $8,827 | 加仓 |
| HSBC | HSBC HLDGS PLC | $31.82万 | 0.11% | 3,857 | -42 | -1.1% | -$3,465 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $31.37万 | 0.11% | 36,815 | -3,959 | -9.7% | -$3.37万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $30.53万 | 0.11% | 889 | 1 | 0.1% | $343 | 加仓 |
| SKT | TANGER INC | $30.40万 | 0.11% | 8,946 | 73 | 0.8% | $2,481 | 加仓 |
| CB | CHUBB LTD SWITZ | $30.33万 | 0.11% | 930 | -11 | -1.2% | -$3,587 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $30.30万 | 0.11% | 21,216 | -414 | -1.9% | -$5,912 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $30.21万 | 0.11% | 8,894 | 313 | 3.6% | $1.06万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $30.19万 | 0.11% | 1,270 | -184 | -12.7% | -$4.37万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $29.69万 | 0.11% | 15,503 | 1,474 | 10.5% | $2.82万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.66万 | 0.11% | 2,144 | 4 | 0.2% | $553 | 加仓 |
| IYJ | ISHARES TR | $29.13万 | 0.10% | 1,974 | -113 | -5.4% | -$1.67万 | 减仓 |
| — | TASEKO MINES LTD | $29.02万 | 0.10% | 45,000 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY INDIA INVT FD | $28.97万 | 0.10% | 14,078 | 1,055 | 8.1% | $2.17万 | 加仓 |
| SBUX | STARBUCKS CORP | $28.90万 | 0.10% | 3,226 | -159 | -4.7% | -$1.42万 | 减仓 |
| APH | AMPHENOL CORP | $28.64万 | 0.10% | 2,267 | -142 | -5.9% | -$1.79万 | 减仓 |
| TRGP | TARGA RES CORP | $28.06万 | 0.10% | 1,119 | 5 | 0.4% | $1,254 | 加仓 |
| TBIL | RBB FD INC | $27.42万 | 0.10% | 5,500 | 5,500 | — | $27.42万 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST | $27.10万 | 0.10% | 11,038 | 371 | 3.5% | $9,108 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $27.06万 | 0.10% | 23,509 | 4,893 | 26.3% | $5.63万 | 加仓 |
| SO | SOUTHERN CO | $26.10万 | 0.09% | 2,705 | 7 | 0.3% | $676 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $25.91万 | 0.09% | 1,307 | -23 | -1.7% | -$4,560 | 减仓 |
| EEMV | ISHARES INC | $25.70万 | 0.09% | 3,970 | 0 | 0.0% | — | 不变 |
| XRN | CHIRON REAL ESTATE INC | $25.66万 | 0.09% | 7,758 | -5 | -0.1% | -$165 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $25.66万 | 0.09% | 3,971 | 1 | 0.0% | $65 | 加仓 |
| IBN | ICICI BANK LIMITED | $25.38万 | 0.09% | 9,798 | 275 | 2.9% | $7,123 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $25.23万 | 0.09% | 9,659 | 1,404 | 17.0% | $3.67万 | 加仓 |
| IRM | IRON MTN INC DEL | $25.16万 | 0.09% | 2,463 | -115 | -4.5% | -$1.17万 | 减仓 |
| SPGI | S&P GLOBAL INC | $25.02万 | 0.09% | 588 | -31 | -5.0% | -$1.32万 | 减仓 |
| TPC | TUTOR PERINI CORP | $24.84万 | 0.09% | 3,218 | 3,218 | — | $24.84万 | 新建仓 |
| IDXX | IDEXX LABS INC | $24.20万 | 0.09% | 431 | -7 | -1.6% | -$3,930 | 减仓 |
| NRG | NRG ENERGY INC | $23.49万 | 0.08% | 1,607 | -96 | -5.6% | -$1.40万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $23.10万 | 0.08% | 14,697 | 3,790 | 34.7% | $5.96万 | 重新持有 |
| SEI | SOLARIS ENERGY INFRAS INC | $22.90万 | 0.08% | 4,053 | 4,053 | — | $22.90万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $22.83万 | 0.08% | 2,003 | -39 | -1.9% | -$4,446 | 减仓 |
| DOW | DOW HLDGS INC | $22.62万 | 0.08% | 5,430 | -3,659 | -40.3% | -$15.24万 | 减仓 |
| NUE | NUCOR CORP | $22.61万 | 0.08% | 1,337 | 2 | 0.1% | $338 | 加仓 |
| HCA | HCA HEALTHCARE INC | $22.36万 | 0.08% | 472 | -117 | -19.9% | -$5.54万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $22.14万 | 0.08% | 860 | 1 | 0.1% | $257 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $22.02万 | 0.08% | 5,578 | 27 | 0.5% | $1,066 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $21.93万 | 0.08% | 11,447 | -748 | -6.1% | -$1.43万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $21.89万 | 0.08% | 2,569 | -58 | -2.2% | -$4,943 | 减仓 |
| UMH | UMH PPTYS INC | $21.85万 | 0.08% | 15,144 | 2,657 | 21.3% | $3.83万 | 加仓 |
| WELL | WELLTOWER INC | $21.70万 | 0.08% | 1,098 | -102 | -8.5% | -$2.02万 | 减仓 |
| OKE | ONEOK INC NEW | $21.63万 | 0.08% | 2,392 | 2,392 | — | $21.63万 | 新建仓 |
| — | GREYSTONE HOUSING IMPACT INV | $21.61万 | 0.08% | 43,923 | 13,302 | 43.4% | $6.54万 | 加仓 |
| SE | SEA LTD | $21.48万 | 0.08% | 2,594 | -512 | -16.5% | -$4.24万 | 减仓 |
| HL | HECLA MINING COMPANY | $21.46万 | 0.08% | 11,517 | -4,998 | -30.3% | -$9.31万 | 减仓 |
| ETR | ENTERGY CORP NEW | $21.38万 | 0.08% | 1,903 | 1,903 | — | $21.38万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.30万 | 0.08% | 1,453 | -121 | -7.7% | -$1.77万 | 减仓 |
| CSR | CENTERSPACE | $21.23万 | 0.08% | 3,695 | 155 | 4.4% | $8,905 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $20.82万 | 0.07% | 902 | -95 | -9.5% | -$2.19万 | 减仓 |
| IBB | ISHARES TR | $20.79万 | 0.07% | 1,231 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.73万 | 0.07% | 1,609 | -41 | -2.5% | -$5,281 | 减仓 |
| CAT | CATERPILLAR INC | $20.61万 | 0.07% | 291 | 291 | — | $20.61万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.60万 | 0.07% | 704 | -24 | -3.3% | -$7,021 | 减仓 |
| IWB | ISHARES TR | $20.59万 | 0.07% | 577 | 1 | 0.2% | $357 | 加仓 |
| — | COHEN & STEERS REAL ESTATE O | $20.46万 | 0.07% | 14,074 | -1,186 | -7.8% | -$1.72万 | 减仓 |
| YYY | AMPLIFY ETF TR | $20.39万 | 0.07% | 18,490 | -928 | -4.8% | -$1.02万 | 减仓 |
| DIS | DISNEY WALT CO | $20.23万 | 0.07% | 2,098 | -138 | -6.2% | -$1.33万 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW | $20.20万 | 0.07% | 10,924 | 782 | 7.7% | $1.45万 | 重新持有 |
| LVS | LAS VEGAS SANDS CORP | $20.20万 | 0.07% | 3,749 | -702 | -15.8% | -$3.78万 | 减仓 |
| GLPI | GAMING & LEISURE P | $20.02万 | 0.07% | 4,511 | -111 | -2.4% | -$4,926 | 重新持有 |
| NKTX | NKARTA INC | $19.80万 | 0.07% | 93,819 | -56,416 | -37.6% | -$11.90万 | 减仓 |
| WU | WESTERN UN CO | $17.99万 | 0.06% | 20,604 | -5,154 | -20.0% | -$4.50万 | 减仓 |
| SAN | BANCO SANTANDER SA | $15.77万 | 0.06% | 13,982 | -2,670 | -16.0% | -$3.01万 | 减仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $15.67万 | 0.06% | 12,445 | 275 | 2.3% | $3,462 | 加仓 |
| BBD | BANCO BRADESCO S A | $15.55万 | 0.06% | 42,597 | 356 | 0.8% | $1,299 | 加仓 |