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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $860.74万 | 3.05% | 33,915 | -4,429 | -11.6% | -$112.40万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $796.96万 | 2.83% | 176,906 | -9,283 | -5.0% | -$41.82万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $591.27万 | 2.10% | 9,092 | 237 | 2.7% | $15.41万 | 加仓 |
| GLD | SPDR GOLD TR | $484.21万 | 1.72% | 11,253 | 219 | 2.0% | $9.42万 | 加仓 |
| DGRO | ISHARES TR | $472.32万 | 1.67% | 67,301 | -1,621 | -2.4% | -$11.38万 | 减仓 |
| IWY | ISHARES TR | $463.32万 | 1.64% | 18,619 | 929 | 5.3% | $23.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $424.98万 | 1.51% | 8,869 | -282 | -3.1% | -$13.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $416.11万 | 1.48% | 11,241 | -1,891 | -14.4% | -$70.00万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $374.12万 | 1.33% | 19,493 | 11,677 | 149.4% | $224.11万 | 加仓 |
| EFAV | ISHARES TR | $364.74万 | 1.29% | 39,919 | 292 | 0.7% | $2.67万 | 加仓 |
| ITOT | ISHARES TR | $363.48万 | 1.29% | 25,520 | -7,896 | -23.6% | -$112.46万 | 减仓 |
| IWR | ISHARES TR | $359.55万 | 1.27% | 36,980 | -10,223 | -21.7% | -$99.40万 | 减仓 |
| BAC | BANK AMERICA CORP | $352.06万 | 1.25% | 72,217 | -170 | -0.2% | -$8,287 | 减仓 |
| AMLP | ALPS ETF TR | $338.84万 | 1.20% | 64,370 | 12,352 | 23.7% | $65.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $337.44万 | 1.20% | 86,836 | 3,949 | 4.8% | $15.35万 | 加仓 |
| MPLX | MPLX LP | $332.36万 | 1.18% | 58,237 | 2,540 | 4.6% | $14.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $321.77万 | 1.14% | 18,450 | -1,102 | -5.6% | -$19.22万 | 减仓 |
| TIP | ISHARES TR | $298.63万 | 1.06% | 27,059 | -670 | -2.4% | -$7.39万 | 减仓 |
| IJR | ISHARES TR | $297.67万 | 1.06% | 23,945 | 4,574 | 23.6% | $56.86万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $296.81万 | 1.05% | 78,438 | 7,223 | 10.1% | $27.33万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $290.61万 | 1.03% | 57,456 | -4,066 | -6.6% | -$20.57万 | 减仓 |
| ISTB | ISHARES TR | $289.04万 | 1.02% | 59,645 | -2,983 | -4.8% | -$14.46万 | 减仓 |
| SHY | ISHARES TR | $282.13万 | 1.00% | 34,168 | -2,225 | -6.1% | -$18.37万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $281.52万 | 1.00% | 13,531 | 1,857 | 15.9% | $38.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $266.56万 | 0.95% | 4,618 | -132 | -2.8% | -$7.62万 | 减仓 |
| ETN | EATON CORP PLC | $256.25万 | 0.91% | 7,165 | -39 | -0.5% | -$1.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $252.99万 | 0.90% | 8,601 | -273 | -3.1% | -$8.03万 | 减仓 |
| BIZD | VANECK ETF TRUST | $248.35万 | 0.88% | 194,023 | 63,653 | 48.8% | $81.48万 | 加仓 |
| META | META PLATFORMS INC | $243.69万 | 0.86% | 4,259 | -794 | -15.7% | -$45.43万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $223.88万 | 0.79% | 125,848 | 44,099 | 53.9% | $78.45万 | 加仓 |
| TSLA | TESLA INC | $214.89万 | 0.76% | 5,780 | -78 | -1.3% | -$2.90万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $205.17万 | 0.73% | 42,338 | 2,384 | 6.0% | $11.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $198.82万 | 0.70% | 64,805 | 54,607 | 535.5% | $167.53万 | 加仓 |
| PFFA | ETFIS SER TR I | $191.36万 | 0.68% | 93,988 | -4,848 | -4.9% | -$9.87万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $187.17万 | 0.66% | 112,755 | 41,159 | 57.5% | $68.32万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $170.62万 | 0.60% | 19,235 | 244 | 1.3% | $2.16万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $165.85万 | 0.59% | 137,632 | -16,665 | -10.8% | -$20.08万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $163.22万 | 0.58% | 23,018 | 2,153 | 10.3% | $15.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $159.28万 | 0.56% | 6,516 | 610 | 10.3% | $14.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $158.39万 | 0.56% | 10,966 | 1,027 | 10.3% | $14.83万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $157.18万 | 0.56% | 146,349 | 78,643 | 116.2% | $84.46万 | 加仓 |
| GOOGL | ALPHABET INC | $156.48万 | 0.55% | 5,442 | 31 | 0.6% | $8,914 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $155.48万 | 0.55% | 37,766 | 3,533 | 10.3% | $14.55万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $149.53万 | 0.53% | 32,585 | 62 | 0.2% | $2,845 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $148.70万 | 0.53% | 20,905 | 1,569 | 8.1% | $11.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $145.57万 | 0.52% | 5,380 | -323 | -5.7% | -$8.74万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $140.92万 | 0.50% | 35,875 | 19,781 | 122.9% | $77.70万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $140.19万 | 0.50% | 27,094 | -852 | -3.0% | -$4.41万 | 减仓 |
| EEM | ISHARES TR | $139.61万 | 0.50% | 24,583 | -818 | -3.2% | -$4.65万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $139.32万 | 0.49% | 29,098 | 429 | 1.5% | $2.05万 | 加仓 |
| AMZN | AMAZON COM INC | $139.19万 | 0.49% | 6,683 | -136 | -2.0% | -$2.83万 | 减仓 |
| MRK | MERCK & CO INC | $137.38万 | 0.49% | 11,421 | 4,373 | 62.0% | $52.60万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $135.37万 | 0.48% | 75,120 | -2,652 | -3.4% | -$4.78万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $133.79万 | 0.47% | 31,690 | 739 | 2.4% | $3.12万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $132.24万 | 0.47% | 9,951 | 1,361 | 15.8% | $18.09万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $131.18万 | 0.47% | 11,774 | 28 | 0.2% | $3,120 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $125.15万 | 0.44% | 28,560 | 4,876 | 20.6% | $21.37万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $123.54万 | 0.44% | 29,612 | -343 | -1.1% | -$1.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $122.99万 | 0.44% | 33,457 | 2,676 | 8.7% | $9.84万 | 加仓 |
| AVGO | BROADCOM INC | $121.25万 | 0.43% | 3,917 | -62 | -1.6% | -$1.92万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $118.97万 | 0.42% | 48,030 | -177 | -0.4% | -$4,384 | 减仓 |
| CGBD | CARLYLE SECURED LENDING INC | $117.18万 | 0.42% | 107,107 | 9,653 | 9.9% | $10.56万 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $116.07万 | 0.41% | 105,045 | -172,857 | -62.2% | -$191.01万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $114.89万 | 0.41% | 29,490 | 814 | 2.8% | $3.17万 | 加仓 |
| OPRA | OPERA LTD | $114.75万 | 0.41% | 80,472 | 2,481 | 3.2% | $3.54万 | 加仓 |
| WPC | WP CAREY INC | $114.65万 | 0.41% | 16,871 | 1,209 | 7.7% | $8.22万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $111.71万 | 0.40% | 31,284 | 1,660 | 5.6% | $5.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $111.23万 | 0.39% | 5,376 | -142 | -2.6% | -$2.94万 | 减仓 |
| O | REALTY INCOME CORP | $103.04万 | 0.37% | 16,843 | -1,095 | -6.1% | -$6.70万 | 减仓 |
| ET | ENERGY TRANSFER L P | $102.45万 | 0.36% | 53,084 | 791 | 1.5% | $1.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $102.38万 | 0.36% | 20,394 | -2,675 | -11.6% | -$13.43万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $101.38万 | 0.36% | 3,001 | -134 | -4.3% | -$4.53万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $101.13万 | 0.36% | 83,854 | -2,752 | -3.2% | -$3.32万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $99.33万 | 0.35% | 4,619 | 902 | 24.3% | $19.40万 | 加仓 |
| ERO | ERO COPPER CORP | $99.25万 | 0.35% | 37,214 | -293 | -0.8% | -$7,814 | 减仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $99.08万 | 0.35% | 94,276 | 94,276 | — | $99.08万 | 新建仓 |
| HD | HOME DEPOT INC | $98.06万 | 0.35% | 2,982 | -28 | -0.9% | -$9,208 | 减仓 |
| MO | ALTRIA GROUP INC | $92.66万 | 0.33% | 14,042 | 1,108 | 8.6% | $7.31万 | 加仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $92.53万 | 0.33% | 41,890 | -2,436 | -5.5% | -$5.38万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $91.83万 | 0.33% | 83,025 | 1,534 | 1.9% | $1.70万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $90.44万 | 0.32% | 1,466 | 64 | 4.6% | $3.95万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $90.09万 | 0.32% | 36,697 | 36,697 | — | $90.09万 | 新建仓 |
| FVR | FRONTVIEW REIT INC | $89.67万 | 0.32% | 57,966 | -79 | -0.1% | -$1,222 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC | $88.10万 | 0.31% | 23,664 | 537 | 2.3% | $2.00万 | 加仓 |
| — | EXXON MOBIL CORP | $87.76万 | 0.31% | 5,172 | -2 | -0.0% | -$339 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $84.77万 | 0.30% | 65,560 | -7,673 | -10.5% | -$9.92万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $84.64万 | 0.30% | 42,836 | -2,701 | -5.9% | -$5.34万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $84.21万 | 0.30% | 75,591 | 100 | 0.1% | $1,114 | 加仓 |
| V | VISA INC | $83.82万 | 0.30% | 2,773 | 2 | 0.1% | $605 | 加仓 |
| WMT | WALMART INC | $81.86万 | 0.29% | 6,587 | -4 | -0.1% | -$497 | 减仓 |
| MCD | MCDONALDS CORP | $81.72万 | 0.29% | 2,629 | -98 | -3.6% | -$3.05万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $80.52万 | 0.29% | 17,405 | 1,655 | 10.5% | $7.66万 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $80.43万 | 0.29% | 50,615 | 7,722 | 18.0% | $12.27万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $79.68万 | 0.28% | 105,673 | -13,258 | -11.1% | -$10.00万 | 减仓 |
| IJH | ISHARES TR | $79.65万 | 0.28% | 11,795 | -3,037 | -20.5% | -$20.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $79.61万 | 0.28% | 941 | -81 | -7.9% | -$6.85万 | 减仓 |
| OXLC | OXFORD LANE CAP CORP | $79.34万 | 0.28% | 81,125 | 41,558 | 105.0% | $40.64万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $78.92万 | 0.28% | 36,054 | 36,054 | — | $78.92万 | 新建仓 |
| GAM | GENERAL AMERN INVS CO INC | $78.91万 | 0.28% | 13,496 | 13,496 | — | $78.91万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $78.82万 | 0.28% | 138,773 | 125,000 | 907.6% | $71.00万 | 加仓 |