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Samalin Investment Counsel, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Samalin Investment Counsel, LLC
报告期 2026-03-31 · CIK 0001544366
持仓数
319
前50大市值合计
$144.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
20Q4
20Q3
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 4
增持 7
减持 54
清仓 85
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.6M
49,273
-48%
建仓
GHI
AMERICA FIRST MULTIFAMILY IN
+$1.3M
73,086
清仓
—
AMERICA FIRST MULTIFAMILY IN
-$1.1M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
TSLA
TESLA INC
-$1.0M
2,536
-50%
减持
SPY
SPDR S&P 500 ETF TR
-$696.9K
6,956
-53%
减持
MSFT
MICROSOFT CORP
-$655.9K
10,916
-51%
建仓
SJB
PROSHARES TR
+$643.0K
32,520
减持
UNH
UNITEDHEALTH GROUP INC
+$637.2K
2,980
-15%
减持
BA
BOEING CO
-$630.0K
2,101
-78%
清仓
SHEL
SHELL PLC
-$619.5K
0
-100%
减持
ABBV
ABBVIE INC
-$574.7K
5,913
-68%
减持
—
TRITON INTL LTD
-$553.0K
6,897
-74%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$499.6K
7,522
-48%
减持
—
EXXON MOBIL CORP
+$497.9K
15,975
-24%
减持
NVDA
NVIDIA CORPORATION
-$496.2K
3,219
-55%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$476.0K
3,273
-60%
减持
DIS
DISNEY WALT CO
-$459.8K
6,755
-58%
清仓
ISRG
INTUITIVE SURGICAL INC
-$416.1K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$415.7K
15,254
+6%
减持
EFAV
ISHARES TR
-$403.7K
45,478
-50%
减持
BAC
BK OF AMERICA CORP
-$400.6K
31,092
-53%
建仓
MOS
MOSAIC CO NEW
+$369.0K
7,803
减持
XCHYX
CALAMOS CONV &HIGH INCOME F
-$360.3K
102,940
-52%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$358.3K
0
-100%
增持
DVYE
ISHARES INC
+$358.0K
28,914
+15%
清仓
PHM
PULTE GROUP INC
-$355.0K
0
-100%
减持
—
TEXTAINER GROUP HOLDINGS LTD
-$353.7K
42,704
-47%
减持
IWF
ISHARES TR
+$346.2K
7,322
-19%
清仓
UBER
UBER TECHNOLOGIES INC
-$336.6K
0
-100%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$331.8K
195,629
-49%
清仓
SPYG
SPDR SER TR
-$325.0K
0
-100%
增持
—
SWEDISH EXPT CR CORP
+$324.7K
37,700
+1296%
减持
RFI
COHEN &STEERS RETURN
-$317.7K
151,142
-50%
清仓
BKNG
BOOKING HOLDINGS INC
-$315.2K
0
-100%
减持
IJH
ISHARES TR
-$315.0K
6,745
-51%
减持
F
FORD MTR CO DEL
-$308.5K
16,544
-72%
减持
ISTB
ISHARES TR
-$303.0K
45,243
-55%
清仓
VYM
VANGUARD WHITEHALL FDS
-$287.3K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$283.9K
6,256
-44%
增持
AMZN
AMAZON COM INC
-$283.4K
4,541
+866%
减持
GOOGL
ALPHABET INC
-$282.5K
181
-63%
清仓
ABNB
AIRBNB INC
-$282.1K
0
-100%
清仓
NUE
NUCOR CORP
-$270.3K
0
-100%
减持
IDXX
IDEXX LABS INC
-$268.3K
696
-63%
清仓
PYPL
PAYPAL HLDGS INC
-$264.4K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$261.9K
0
-100%
减持
LLY
LILLY ELI &CO
+$259.2K
3,797
-44%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$256.1K
999
+1075%
清仓
—
EAGLE BULK SHIPPING INC
-$253.7K
0
-100%
清仓
COWZ
PACER FDS TR
-$243.2K
0
-100%
清仓
SWK
STANLEY BLACK &DECKER INC
-$243.0K
0
-100%
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$239.6K
133,809
-48%
清仓
SYLD
CAMBRIA ETF TR
-$238.8K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$238.5K
0
-100%
减持
—
MOBILE TELESYSTEMS PUB JT ST
-$237.1K
43,074
-50%
清仓
—
LUCID GROUP INC
-$235.8K
0
-100%
建仓
—
COLLABORATIVE INVESTMNT SER
+$234.0K
3,633
清仓
INTC
INTEL CORP
-$230.9K
0
-100%
清仓
WDAY
WORKDAY INC
-$226.5K
0
-100%
清仓
IHI
ISHARES TR
-$224.6K
0
-100%
清仓
GOVT
ISHARES TR
-$214.8K
0
-100%
减持
BX
BLACKSTONE INC
-$214.7K
5,891
-50%
减持
REGN
REGENERON PHARMACEUTICALS
-$214.5K
772
-60%
清仓
CMCSA
COMCAST CORP NEW
-$211.7K
0
-100%
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$209.2K
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
-$208.4K
10,950
-54%
增持
ONEQ
FIDELITY COMWLTH TR
+$206.6K
9,479
+30%
清仓
KEY
KEYCORP
-$204.4K
0
-100%
清仓
IOO
ISHARES TR
-$204.3K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$202.9K
1,125
-64%
减持
FTEC
FIDELITY COVINGTON TRUST
-$199.0K
7,419
-50%
清仓
TLT
ISHARES TR
-$198.1K
0
-100%
清仓
NOBL
PROSHARES TR
-$198.1K
0
-100%
清仓
LQD
ISHARES TR
-$192.9K
0
-100%
减持
MO
ALTRIA GROUP INC
-$190.0K
21,115
-48%
清仓
VFC
V F CORP
-$188.4K
0
-100%
减持
IWR
ISHARES TR
-$187.8K
22,659
-46%
清仓
FDLO
FIDELITY COVINGTON TRUST
-$186.8K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$185.1K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$185.0K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$183.5K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$183.4K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$182.5K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$181.6K
0
-100%
增持
PMT
PENNYMAC MTG INVT TR
+$181.2K
19,476
+275%
清仓
CMS
CMS ENERGY CORP
-$180.8K
0
-100%
清仓
IYG
ISHARES TR
-$180.2K
0
-100%
清仓
CSCO
CISCO SYS INC
-$179.2K
0
-100%
清仓
IWB
ISHARES TR
-$178.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$177.4K
0
-100%
减持
NKE
NIKE INC
-$175.4K
4,227
-53%
减持
—
EATON CORP PLC
-$172.9K
7,483
-49%
减持
JPM
JPMORGAN CHASE &CO
-$172.6K
8,922
-48%
减持
CHI
CALAMOS CONV OPPORTUNITIES &
-$171.5K
167,828
-44%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$169.4K
17,258
-58%
减持
SLB
SCHLUMBERGER LTD
-$169.4K
17,377
-55%
清仓
MRSH
MARSH &MCLENNAN COS INC
-$169.0K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$163.5K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$162.8K
0
-100%
清仓
EQIX
EQUINIX INC
-$162.5K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$161.7K
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$160.8K
4,369
-48%
清仓
ARCC
ARES CAPITAL CORP
-$158.7K
0
-100%
减持
ARI
APOLLO COML REAL EST FIN INC
-$158.4K
41,413
-51%
清仓
TGT
TARGET CORP
-$158.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$156.4K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$155.7K
0
-100%
清仓
RQI
COHEN &STEERS QUALITY INCOM
-$155.6K
0
-100%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$155.5K
0
-100%
清仓
HDV
ISHARES TR
-$153.7K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$151.6K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$150.7K
0
-100%
减持
IWY
ISHARES TR
-$149.7K
10,413
-43%
清仓
TROW
PRICE T ROWE GROUP INC
-$149.5K
0
-100%
清仓
PK
PARK HOTELS &RESORTS INC
-$149.4K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$149.3K
0
-100%
清仓
SE
SEA LTD
-$147.3K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$146.8K
0
-100%
减持
META
META PLATFORMS INC
-$145.6K
1,998
-52%
清仓
COP
CONOCOPHILLIPS
-$145.3K
0
-100%
减持
TIP
ISHARES TR
-$145.3K
37,234
-47%
清仓
—
GLAXOSMITHKLINE PLC
-$145.0K
0
-100%
减持
KWEB
KRANESHARES TR
+$143.2K
16,477
-41%
清仓
HST
HOST HOTELS &RESORTS INC
-$142.0K
0
-100%
清仓
WELL
WELLTOWER INC
-$141.7K
0
-100%
清仓
GM
GENERAL MTRS CO
-$139.6K
0
-100%
清仓
IYH
ISHARES TR
-$136.9K
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$136.5K
0
-100%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$135.2K
0
-100%
减持
MPLX
MPLX LP
-$135.0K
48,702
-48%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$134.9K
0
-100%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$134.5K
0
-100%
减持
AMLP
ALPS ETF TR
-$134.4K
47,480
-49%
清仓
XLY
SELECT SECTOR SPDR TR
-$132.5K
0
-100%
清仓
IWM
ISHARES TR
-$130.5K
0
-100%
减持
WMT
WALMART INC
-$130.4K
2,968
-55%
减持
HAL
HALLIBURTON CO
-$130.3K
14,671
-53%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$130.2K
0
-100%
减持
STWD
STARWOOD PPTY TR INC
-$130.0K
46,149
-49%
清仓
RDNT
RADNET INC
-$129.5K
0
-100%
减持
ITOT
ISHARES TR
-$128.5K
15,625
-45%
清仓
IBN
ICICI BANK LIMITED
-$127.6K
0
-100%
清仓
NIO
NIO INC
-$125.7K
0
-100%
清仓
EWZ
ISHARES INC
-$125.4K
0
-100%
清仓
PNW
PINNACLE WEST CAP CORP
-$125.0K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$124.0K
0
-100%
清仓
NRG
NRG ENERGY INC
-$123.9K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$123.8K
0
-100%
清仓
STT
STATE STR CORP
-$123.3K
0
-100%
清仓
IFN
INDIA FD INC
-$123.3K
0
-100%