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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 17
增持 61
减持 57
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
51,743
清仓
DVYE
ISHARES INC
-$769.0K
0
-100%
清仓
SJB
PROSHARES TR
-$643.0K
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。
建仓
—
INVESTMENT MANAGERS SER TR I
+$630.0K
14,850
建仓
DFAI
DIMENSIONAL ETF TRUST
+$551.0K
25,547
建仓
—
INVESTMENT MANAGERS SER TR I
+$551.0K
8,906
建仓
DFIP
DIMENSIONAL ETF TRUST
+$496.0K
12,214
增持
DIS
DISNEY WALT CO
+$442.0K
11,449
+69%
清仓
VTIP
VANGUARD MALVERN FDS
-$430.0K
0
-100%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$424.0K
9,218
减持
MSFT
MICROSOFT CORP
-$382.0K
10,398
-5%
清仓
MOS
MOSAIC CO NEW
-$369.0K
0
-100%
增持
TSLA
TESLA INC
+$356.0K
7,782
+207%
减持
TIP
ISHARES TR
-$339.0K
37,202
-0%
减持
FVAL
FIDELITY COVINGTON TRUST
-$335.0K
9,015
-44%
增持
AAPL
APPLE INC
+$313.0K
51,013
+4%
清仓
DOW
DOW INC
-$310.0K
0
-100%
建仓
—
GLOBAL SHIP LEASE INC NEW
+$310.0K
19,655
减持
QQQ
INVESCO QQQ TR
-$308.0K
5,408
-14%
减持
JNJ
JOHNSON &JOHNSON
-$293.0K
10,539
-7%
增持
IGR
CBRE GBL REAL ESTATE INC FD
-$266.0K
199,927
+2%
建仓
COST
COSTCO WHSL CORP NEW
+$261.0K
552
增持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$252.0K
134,501
+1%
清仓
IDXX
IDEXX LABS INC
-$244.0K
0
-100%
清仓
—
DIGITALBRIDGE GROUP INC
-$240.0K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$240.0K
0
-100%
建仓
—
PROSHARES TR
+$237.0K
15,910
清仓
—
COLLABORATIVE INVESTMNT SER
-$234.0K
0
-100%
清仓
EBAY
EBAY INC.
-$229.0K
0
-100%
建仓
—
DIREXION SHS ETF TR
+$229.0K
10,410
减持
HAL
HALLIBURTON CO
-$228.0K
9,440
-36%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$228.0K
7,690
清仓
CSIQ
CANADIAN SOLAR INC
-$226.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$220.0K
4,312
-25%
增持
XEMDX
WESTERN ASSET EMERGING MKTS
+$220.0K
77,277
+72%
减持
MOAT
VANECK ETF TRUST
-$210.0K
4,410
-41%
建仓
IWM
ISHARES TR
+$205.0K
1,242
建仓
—
EAGLE BULK SHIPPING INC
+$205.0K
4,754
清仓
HYS
PIMCO ETF TR
-$201.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$201.0K
10,792
-1%
清仓
SHW
SHERWIN WILLIAMS CO
-$200.0K
0
-100%
减持
—
SWEDISH EXPT CR CORP
-$183.0K
18,600
-51%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$182.0K
0
-100%
建仓
ARCC
ARES CAPITAL CORP
+$177.0K
10,493
增持
CHI
CALAMOS CONV OPPORTUNITIES &
-$174.0K
168,206
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$168.0K
6,782
+31%
建仓
DBRG
DIGITALBRIDGE GROUP INC
+$158.0K
12,638
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$158.0K
87,079
-2%
减持
DVN
DEVON ENERGY CORP NEW
-$158.0K
11,365
-25%
减持
MCD
MCDONALDS CORP
-$156.0K
2,762
-14%
减持
KWEB
KRANESHARES TR
-$155.0K
15,617
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$153.0K
15,585
+6%
增持
RFI
COHEN &STEERS TOTAL RETURN
-$151.0K
153,283
+1%
建仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$145.0K
10,988
增持
SPY
SPDR S&P 500 ETF TR
+$144.0K
7,749
+11%
增持
REM
ISHARES TR
-$131.0K
24,510
+2%
减持
ABBV
ABBVIE INC
-$127.0K
5,802
-2%
增持
—
PIONEER NAT RES CO
+$123.0K
2,553
+32%
增持
ISTB
ISHARES TR
+$119.0K
49,091
+9%
减持
XCHYX
CALAMOS CONV &HIGH INCOME F
-$114.0K
102,683
-0%
增持
STWD
STARWOOD PPTY TR INC
-$111.0K
46,790
+1%
减持
SHY
ISHARES TR
-$106.0K
16,209
-6%
增持
REGN
REGENERON PHARMACEUTICALS
+$105.0K
815
+6%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$103.0K
847
-25%
增持
IDV
ISHARES TR
-$97.0K
37,346
+8%
增持
TDF
TEMPLETON DRAGON FD INC
-$97.0K
33,190
+16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$96.0K
17,344
+0%
增持
IWF
ISHARES TR
+$89.0K
8,034
+10%
减持
UTF
COHEN &STEERS INFRASTRUCTUR
-$88.0K
37,562
-1%
减持
APAM
ARTISAN PARTNERS ASSET MGMT
-$88.0K
9,101
-3%
减持
—
EATON CORP PLC
-$87.0K
6,420
-14%
减持
JPM
JPMORGAN CHASE &CO
-$86.0K
8,798
-1%
增持
ET
ENERGY TRANSFER L P
+$85.0K
48,174
+8%
增持
HD
HOME DEPOT INC
+$83.0K
2,089
+16%
减持
UNH
UNITEDHEALTH GROUP INC
-$83.0K
2,867
-4%
增持
NKE
NIKE INC
-$80.0K
4,237
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$80.0K
7,392
-2%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$79.0K
63,305
-1%
减持
ONEQ
FIDELITY COMWLTH TR
-$79.0K
7,961
-16%
增持
OUNZ
VANECK MERK GOLD TR
-$78.0K
82,640
+3%
增持
ARI
APOLLO COML REAL EST FIN INC
-$78.0K
42,592
+3%
减持
FTEC
FIDELITY COVINGTON TRUST
-$77.0K
7,032
-5%
建仓
MLCO
MELCO RESORTS AND ENTMNT LTD
+$77.0K
11,662
增持
SBUX
STARBUCKS CORP
+$77.0K
3,944
+18%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$77.0K
2,144
+10%
减持
KBWY
INVESCO EXCH TRADED FD TR II
-$76.0K
21,261
-2%
增持
KRE
SPDR SER TR
+$71.0K
7,090
+19%
增持
GHI
AMERICA FIRST MULTIFAMILY IN
-$71.0K
73,288
+0%
减持
EDIV
SPDR INDEX SHS FDS
-$71.0K
10,804
-10%
减持
TYG
TORTOISE ENERGY INFRA CORP
-$69.0K
14,951
-14%
减持
C
CITIGROUP INC
-$67.0K
7,935
-8%
减持
XLU
SELECT SECTOR SPDR TR
-$66.0K
14,198
-0%
增持
BAB
INVESCO EXCH TRADED FD TR II
-$66.0K
37,571
+1%
增持
DGRO
ISHARES TR
-$65.0K
28,591
+2%
减持
TOTL
SSGA ACTIVE ETF TR
-$65.0K
22,442
-2%
减持
GLD
SPDR GOLD TR
-$62.0K
3,856
-1%
增持
T
AT&T INC
-$62.0K
14,897
+7%
减持
V
VISA INC
-$62.0K
2,837
-1%
增持
—
GLOBAL X FDS
-$61.0K
61,039
+9%
减持
FPF
FIRST TR INTER DURATN PFD &
-$60.0K
24,940
-1%
增持
PFE
PFIZER INC
-$60.0K
11,672
+7%
减持
NVO
NOVO-NORDISK A S
-$60.0K
4,279
-2%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$58.0K
33,664
-3%
减持
LLY
LILLY ELI &CO
-$58.0K
3,628
-4%
增持
GOOD
GLADSTONE COMMERCIAL CORP
-$56.0K
32,443
+9%
减持
XRMMX
RIVERNORTH MANAGED DUR MUN I
-$56.0K
44,775
-0%
增持
ABT
ABBOTT LABS
-$56.0K
4,747
+0%
增持
VNQ
VANGUARD INDEX FDS
-$55.0K
7,618
+4%
减持
HIX
WESTERN ASSET HIGH INCOM FD
-$54.0K
55,669
-8%
增持
ATLC
ATLANTICUS HOLDINGS CORP
-$54.0K
15,275
+18%
增持
EFAV
ISHARES TR
+$54.0K
51,439
+13%
减持
BA
BOEING CO
-$52.0K
1,940
-8%
增持
MPLX
MPLX LP
+$52.0K
49,044
+1%
增持
IWY
ISHARES TR
-$51.0K
10,485
+1%
增持
NGG
NATIONAL GRID PLC
-$50.0K
4,390
+3%
减持
AMAT
APPLIED MATLS INC
-$50.0K
2,458
-11%
清仓
EVC
ENTRAVISION COMMUNICATIONS C
-$49.0K
0
-100%
增持
CVS
CVS HEALTH CORP
+$48.0K
6,068
+6%
减持
NBH
NEUBERGER BERMAN MUN FD INC
-$48.0K
42,980
-0%
减持
HYD
VANECK ETF TRUST
-$47.0K
8,503
-3%
增持
MKSI
MKS INSTRS INC
-$46.0K
2,506
+2%
减持
BX
BLACKSTONE INC
-$46.0K
5,862
-0%
增持
QRVO
QORVO INC
-$45.0K
3,152
+1%
增持
IJR
ISHARES TR
-$44.0K
10,094
+1%
增持
ITOT
ISHARES TR
-$43.0K
15,921
+2%
减持
BAC
BK OF AMERICA CORP
-$43.0K
30,617
-2%
增持
IJH
ISHARES TR
-$43.0K
6,764
+0%
减持
SPIP
SPDR SER TR
-$40.0K
17,240
-1%
减持
DHC
DIVERSIFIED HEALTHCARE TR
-$39.0K
35,402
-13%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$39.0K
1,207
+21%
减持
AMLP
ALPS ETF TR
+$38.0K
45,779
-4%
减持
SLB
SCHLUMBERGER LTD
-$38.0K
16,239
-7%
增持
WMT
WALMART INC
+$37.0K
3,071
+3%
增持
AGNC
AGNC INVT CORP
-$37.0K
15,852
+3%
减持
GPMT
GRANITE PT MTG TR INC
-$37.0K
10,438
-4%
减持
DVY
ISHARES TR
-$37.0K
3,342
-0%
增持
PMT
PENNYMAC MTG INVT TR
-$37.0K
19,713
+1%
增持
MDLZ
MONDELEZ INTL INC
-$36.0K
6,594
+3%
增持
IWR
ISHARES TR
-$36.0K
22,990
+1%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$35.0K
15,984
+0%
减持
IVW
ISHARES TR
-$35.0K
4,728
-8%
增持
—
HANCOCK JOHN INVT TR
-$35.0K
46,864
+4%
减持
ELV
ELEVANCE HEALTH INC
-$35.0K
714
-4%
增持
—
MEDTRONIC PLC
-$34.0K
3,820
+0%
增持
RVT
ROYCE VALUE TR INC
-$33.0K
29,658
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$33.0K
1,025
+14%
增持
KBE
SPDR SER TR
+$33.0K
11,362
+6%
减持
MO
ALTRIA GROUP INC
-$32.0K
21,053
-0%
减持
—
TEXTAINER GROUP HOLDINGS LTD
-$32.0K
42,393
-1%
增持
AMGN
AMGEN INC
+$32.0K
1,651
+18%
