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 |
|---|---|---|---|---|---|---|---|---|
| HFRO | HIGHLAND OPPS & INCOME FD | $39.93万 | 0.12% | 56,009 | -21,379 | -27.6% | -$15.24万 | 减仓 |
| RDNT | RADNET INC | $39.72万 | 0.12% | 6,440 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $39.32万 | 0.12% | 377 | -24 | -6.0% | -$2.50万 | 减仓 |
| NNN | NNN REIT INC | $39.11万 | 0.12% | 8,405 | -4,496 | -34.9% | -$20.92万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.93万 | 0.12% | 416 | 5 | 1.2% | $4,679 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $38.89万 | 0.12% | 26,765 | -12,054 | -31.1% | -$17.51万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $38.50万 | 0.12% | 1,138 | -28 | -2.4% | -$9,473 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $38.04万 | 0.12% | 16,005 | -6,876 | -30.1% | -$16.34万 | 减仓 |
| CMS | CMS ENERGY CORP | $37.85万 | 0.12% | 4,948 | 15 | 0.3% | $1,147 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $37.83万 | 0.12% | 2,107 | -36 | -1.7% | -$6,463 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $37.80万 | 0.12% | 22,488 | -1,021 | -4.3% | -$1.72万 | 减仓 |
| IYC | ISHARES TR | $37.77万 | 0.12% | 3,736 | 56 | 1.5% | $5,662 | 加仓 |
| HSBC | HSBC HLDGS PLC | $37.76万 | 0.12% | 3,971 | 114 | 3.0% | $1.08万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $37.72万 | 0.12% | 5,519 | 2 | 0.0% | $137 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $37.47万 | 0.12% | 22,105 | 6,602 | 42.6% | $11.19万 | 加仓 |
| TBIL | RBB FD INC | $37.40万 | 0.12% | 7,500 | 2,000 | 36.4% | $9.97万 | 加仓 |
| GLW | CORNING INC | $37.04万 | 0.12% | 1,450 | 1,450 | — | $37.04万 | 新建仓 |
| — | ARES COML REAL ESTATE CORP | $36.91万 | 0.12% | 82,021 | -28,921 | -26.1% | -$13.01万 | 减仓 |
| APH | AMPHENOL CORP | $36.69万 | 0.11% | 2,081 | -186 | -8.2% | -$3.28万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $36.33万 | 0.11% | 3,983 | 12 | 0.3% | $1,094 | 加仓 |
| INTC | INTEL CORP | $36.12万 | 0.11% | 2,587 | 2,587 | — | $36.12万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $35.73万 | 0.11% | 3,938 | 39 | 1.0% | $3,539 | 加仓 |
| CPNG | COUPANG INC | $35.63万 | 0.11% | 20,512 | 989 | 5.1% | $1.72万 | 加仓 |
| SKT | TANGER INC | $35.60万 | 0.11% | 9,020 | 74 | 0.8% | $2,921 | 加仓 |
| EWZ | ISHARES INC | $35.01万 | 0.11% | 10,147 | 657 | 6.9% | $2.27万 | 加仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $34.68万 | 0.11% | 31,414 | -13,483 | -30.0% | -$14.89万 | 减仓 |
| — | XAI FLOATING RATE & ALTER IN | $34.27万 | 0.11% | 19,525 | -8,440 | -30.2% | -$14.81万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.77万 | 0.11% | 2,152 | 8 | 0.4% | $1,255 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $33.74万 | 0.11% | 61,913 | -25,508 | -29.2% | -$13.90万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $33.30万 | 0.10% | 1,099 | -171 | -13.5% | -$5.18万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $33.23万 | 0.10% | 5,745 | -273 | -4.5% | -$1.58万 | 减仓 |
| IYJ | ISHARES TR | $32.92万 | 0.10% | 1,975 | 1 | 0.1% | $167 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $32.91万 | 0.10% | 2,164 | -186 | -7.9% | -$2.83万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $32.65万 | 0.10% | 8,863 | -31 | -0.3% | -$1,142 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $32.57万 | 0.10% | 2,944 | 11 | 0.4% | $1,217 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.57万 | 0.10% | 5,653 | 126 | 2.3% | $7,260 | 加仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $31.75万 | 0.10% | 2,848 | 2,848 | — | $31.75万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $31.44万 | 0.10% | 22,732 | 1,516 | 7.1% | $2.10万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $31.32万 | 0.10% | 884 | -5 | -0.6% | -$1,771 | 减仓 |
| TGB | TREKOR METALS LTD | $30.96万 | 0.10% | 45,000 | 45,000 | — | $30.96万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.42万 | 0.10% | 1,082 | -362 | -25.1% | -$10.18万 | 减仓 |
| CB | CHUBB LIMITED | $30.38万 | 0.09% | 892 | -38 | -4.1% | -$1.29万 | 减仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $30.32万 | 0.09% | 61,743 | -37,850 | -38.0% | -$18.58万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $30.30万 | 0.09% | 660 | -136 | -17.1% | -$6.24万 | 减仓 |
| QCOM | QUALCOMM INC | $30.27万 | 0.09% | 1,638 | 29 | 1.8% | $5,360 | 加仓 |
| INTU | INTUIT | $30.26万 | 0.09% | 1,159 | 785 | 209.9% | $20.49万 | 重新持有 |
| TRGP | TARGA RES CORP | $30.15万 | 0.09% | 1,124 | 5 | 0.4% | $1,341 | 加仓 |
| EEMV | ISHARES INC | $30.14万 | 0.09% | 4,004 | 34 | 0.9% | $2,559 | 加仓 |
| IRM | IRON MTN INC DEL | $30.04万 | 0.09% | 2,378 | -85 | -3.5% | -$1.07万 | 减仓 |
| NUE | NUCOR CORP | $29.84万 | 0.09% | 1,339 | 2 | 0.1% | $446 | 加仓 |
| PINS | PINTEREST INC | $29.37万 | 0.09% | 13,966 | 13,966 | — | $29.37万 | 新建仓 |
| SBUX | STARBUCKS CORP | $29.12万 | 0.09% | 2,849 | -377 | -11.7% | -$3.85万 | 减仓 |
| XRN | CHIRON REAL ESTATE INC | $28.94万 | 0.09% | 7,713 | -45 | -0.6% | -$1,688 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $28.88万 | 0.09% | 10,176 | -862 | -7.8% | -$2.45万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $28.76万 | 0.09% | 3,575 | -478 | -11.8% | -$3.85万 | 减仓 |
| IBN | ICICI BANK LIMITED | $28.46万 | 0.09% | 9,805 | 7 | 0.1% | $203 | 加仓 |
| ASML | ASML HLDG NV | $28.16万 | 0.09% | 142 | 142 | — | $28.16万 | 新建仓 |
| — | EAGLE POINT CR CO | $27.89万 | 0.09% | 74,980 | -72,314 | -49.1% | -$26.90万 | 减仓 |
| — | MORGAN STANLEY INDIA INVT FD | $27.69万 | 0.09% | 12,134 | -1,944 | -13.8% | -$4.44万 | 减仓 |
| ETR | ENTERGY CORP NEW | $27.59万 | 0.09% | 2,402 | 499 | 26.2% | $5.73万 | 加仓 |
| TPC | TUTOR PERINI CORP | $27.32万 | 0.09% | 3,293 | 75 | 2.3% | $6,223 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.27万 | 0.09% | 705 | 1 | 0.1% | $387 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $26.66万 | 0.08% | 55,086 | 37,024 | 205.0% | $17.92万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $26.63万 | 0.08% | 2,005 | 2 | 0.1% | $266 | 加仓 |
| OSCR | OSCAR HEALTH INC | $26.50万 | 0.08% | 9,291 | -2,800 | -23.2% | -$7.99万 | 减仓 |
| HL | HECLA MINING COMPANY | $26.42万 | 0.08% | 17,120 | 5,603 | 48.6% | $8.65万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $26.14万 | 0.08% | 15,956 | -7,791 | -32.8% | -$12.76万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $26.04万 | 0.08% | 8,635 | -698 | -7.5% | -$2.11万 | 重新持有 |
| CAT | CATERPILLAR INC | $25.78万 | 0.08% | 242 | -49 | -16.8% | -$5.22万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $25.61万 | 0.08% | 836 | -24 | -2.8% | -$7,351 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $25.16万 | 0.08% | 8,332 | -1,327 | -13.7% | -$4.01万 | 减仓 |
| WELL | WELLTOWER INC | $25.00万 | 0.08% | 1,101 | 3 | 0.3% | $681 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $24.92万 | 0.08% | 10,511 | -936 | -8.2% | -$2.22万 | 减仓 |
| SE | SEA LTD | $24.89万 | 0.08% | 2,597 | 3 | 0.1% | $287 | 加仓 |
| GE | GE AEROSPACE | $24.87万 | 0.08% | 665 | 665 | — | $24.87万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.55万 | 0.08% | 2,105 | -302 | -12.5% | -$3.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.41万 | 0.08% | 511 | 511 | — | $24.41万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $24.28万 | 0.08% | 2,212 | 2,212 | — | $24.28万 | 新建仓 |
| SO | SOUTHERN CO | $23.94万 | 0.07% | 2,501 | -204 | -7.5% | -$1.95万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.81万 | 0.07% | 468 | -29 | -5.8% | -$1.48万 | 减仓 |
| SLRC | SLR INVESTMENT CORP | $23.75万 | 0.07% | 19,201 | -15,701 | -45.0% | -$19.42万 | 减仓 |
| IWB | ISHARES TR | $23.68万 | 0.07% | 578 | 1 | 0.2% | $410 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $23.66万 | 0.07% | 11,001 | 77 | 0.7% | $1,656 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $23.64万 | 0.07% | 924 | 22 | 2.4% | $5,628 | 加仓 |
| SPGI | S&P GLOBAL INC | $23.57万 | 0.07% | 579 | -9 | -1.5% | -$3,664 | 减仓 |
| INN | SUMMIT HOTEL PPTYS | $23.57万 | 0.07% | 33,620 | -367 | -1.1% | -$2,573 | 减仓 |
| NRG | NRG ENERGY INC | $23.56万 | 0.07% | 1,613 | 6 | 0.4% | $876 | 加仓 |
| VBK | VANGUARD INDEX FDS | $23.54万 | 0.07% | 644 | 644 | — | $23.54万 | 新建仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $23.54万 | 0.07% | 27,497 | -9,318 | -25.3% | -$7.98万 | 减仓 |
| IBB | ISHARES TR | $23.42万 | 0.07% | 1,232 | 1 | 0.1% | $190 | 加仓 |
| WU | WESTERN UN CO | $23.40万 | 0.07% | 30,395 | 9,791 | 47.5% | $7.54万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $23.14万 | 0.07% | 1,459 | 6 | 0.4% | $952 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $23.02万 | 0.07% | 5,621 | 43 | 0.8% | $1,761 | 加仓 |
| UMH | UMH PPTYS INC | $22.88万 | 0.07% | 15,111 | -33 | -0.2% | -$500 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $22.74万 | 0.07% | 1,842 | 1,842 | — | $22.74万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $22.69万 | 0.07% | 1,273 | 1,273 | — | $22.69万 | 新建仓 |
| — | COHEN & STEERS REAL ESTATE O | $22.60万 | 0.07% | 14,359 | 285 | 2.0% | $4,486 | 加仓 |
| MELI | MERCADOLIBRE INC | $22.53万 | 0.07% | 133 | 133 | — | $22.53万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $22.16万 | 0.07% | 1,854 | 1,576 | 566.9% | $18.84万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $22.04万 | 0.07% | 2,404 | -165 | -6.4% | -$1.51万 | 减仓 |