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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 32
增持 71
减持 30
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
11,209
+44%
增持
QQQ
INVESCO QQQ TR
+$1.1M
7,864
+39%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$1.0M
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
—
HORIZON THERAPEUTICS PUB L
+$910.1K
8,849
增持
MSFT
MICROSOFT CORP
+$775.1K
10,725
+7%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$673.4K
71,075
+53%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$624.1K
2,653
+206%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$523.0K
0
-100%
增持
—
TEXTAINER GROUP HOLDINGS LTD
+$476.9K
50,004
+8%
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$472.9K
102,157
-15%
增持
ISTB
ISHARES TR
+$467.9K
70,644
+18%
减持
RFI
COHEN & STEERS TOTAL RETURN
-$466.7K
103,324
-24%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$457.6K
80,378
+102%
建仓
—
ACCENTURE PLC IRELAND
+$436.1K
1,413
减持
NVDA
NVIDIA CORPORATION
+$431.1K
3,514
-8%
增持
LLY
LILLY ELI & CO
+$429.9K
3,418
+0%
建仓
A
AGILENT TECHNOLOGIES INC
+$387.2K
3,220
建仓
CMS
CMS ENERGY CORP
+$379.6K
6,461
建仓
MS
MORGAN STANLEY
+$370.2K
4,335
增持
MLCO
MELCO RESORTS AND ENTMNT LTD
+$363.1K
50,462
+154%
增持
SBUX
STARBUCKS CORP
+$337.9K
7,377
+96%
减持
TOTL
SSGA ACTIVE ETF TR
-$328.4K
6,402
-55%
清仓
KBWY
INVESCO EXCH TRADED FD TR II
-$326.3K
0
-100%
清仓
QRVO
QORVO INC
-$318.9K
0
-100%
建仓
XRNPX
COHEN & STEERS REIT & PFD &
+$317.6K
16,725
建仓
CLX
CLOROX CO DEL
+$305.7K
1,922
建仓
THQ
TEKLA HEALTHCARE OPPORTUNITI
+$302.2K
15,848
增持
BIZD
VANECK ETF TRUST
+$299.6K
58,090
+45%
建仓
VTIP
VANGUARD MALVERN FDS
+$298.5K
6,294
建仓
SCHP
SCHWAB STRATEGIC TR
+$294.8K
5,623
减持
IWF
ISHARES TR
-$294.2K
3,529
-32%
减持
AAPL
APPLE INC
+$292.9K
42,080
-12%
建仓
SPGI
S&P GLOBAL INC
+$291.9K
728
清仓
—
MEDTRONIC PLC
-$291.7K
0
-100%
建仓
EXPE
EXPEDIA GROUP INC
+$287.3K
2,626
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$282.3K
15,055
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$276.4K
3,282
+80%
建仓
RJF
RAYMOND JAMES FINL INC
+$274.1K
2,641
清仓
AMAT
APPLIED MATLS INC
-$273.2K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$269.5K
691
增持
DFAC
DIMENSIONAL ETF TRUST
+$269.4K
109,929
+3%
建仓
EPR
EPR PPTYS
+$265.9K
5,681
增持
HD
HOME DEPOT INC
+$262.8K
2,845
+35%
增持
JNJ
JOHNSON & JOHNSON
+$258.7K
11,527
+8%
减持
DFIP
DIMENSIONAL ETF TRUST
-$254.4K
54,477
-7%
建仓
DFP
FLAHERTY & CRUMRINE DYNAMIC
+$254.0K
14,582
清仓
SJNK
SPDR SER TR
-$253.1K
0
-100%
建仓
BTO
HANCOCK JOHN FINL OPPTYS FD
+$251.2K
9,365
增持
PFFA
ETFIS SER TR I
+$247.5K
54,769
+28%
增持
IWY
ISHARES TR
+$245.4K
11,517
+1%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$243.9K
5,042
清仓
SPIP
SPDR SER TR
-$240.3K
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$239.4K
6,637
增持
V
VISA INC
+$236.5K
3,700
+30%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$236.4K
4,032
清仓
GXC
SPDR INDEX SHS FDS
-$234.3K
0
-100%
增持
ONEQ
FIDELITY COMWLTH TR
+$233.3K
15,488
+23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$232.7K
7,229
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$232.5K
9,014
+85%
减持
IDV
ISHARES TR
-$229.3K
19,134
-28%
清仓
SDIV
GLOBAL X FDS
-$224.8K
0
-100%
增持
TIP
ISHARES TR
+$221.9K
44,679
+7%
增持
MOAT
VANECK ETF TRUST
+$220.4K
7,460
+47%
减持
EEM
ISHARES TR
-$220.0K
45,855
-11%
增持
SHY
ISHARES TR
+$219.7K
22,274
+15%
建仓
VTV
VANGUARD INDEX FDS
+$217.4K
1,530
减持
VZ
VERIZON COMMUNICATIONS INC
-$216.1K
8,129
-39%
增持
ITOT
ISHARES TR
+$213.8K
17,729
+6%
清仓
VHT
VANGUARD WORLD FDS
-$212.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$211.8K
5,676
+36%
建仓
DLR
DIGITAL RLTY TR INC
+$210.7K
1,851
建仓
RDNT
RADNET INC
+$210.1K
6,440
建仓
APAM
ARTISAN PARTNERS ASSET MGMT
+$207.7K
5,283
建仓
WFC
WELLS FARGO CO NEW
+$207.1K
4,853
建仓
NFLX
NETFLIX INC
+$206.8K
470
清仓
DEO
DIAGEO PLC
-$203.9K
0
-100%
增持
META
META PLATFORMS INC
+$203.0K
2,689
+0%
建仓
ADC
AGREE RLTY CORP
+$203.0K
3,104
清仓
SHW
SHERWIN WILLIAMS CO
-$202.1K
0
-100%
建仓
NOBL
PROSHARES TR
+$201.7K
2,140
建仓
SCHD
SCHWAB STRATEGIC TR
+$200.5K
2,761
增持
IWR
ISHARES TR
+$197.0K
24,660
+7%
增持
—
EATON CORP PLC
+$195.2K
6,470
+0%
减持
DIS
DISNEY WALT CO
-$193.1K
9,017
-10%
建仓
AM
ANTERO MIDSTREAM CORP
+$192.4K
16,588
清仓
LMNR
LIMONEIRA CO
-$186.0K
0
-100%
减持
ABBV
ABBVIE INC
-$184.4K
5,499
-5%
增持
WPC
WP CAREY INC
+$183.8K
9,507
+61%
增持
EFAV
ISHARES TR
+$176.8K
54,228
+5%
建仓
SLRC
SLR INVESTMENT CORP
+$176.4K
12,365
增持
AMZN
AMAZON COM INC
+$174.7K
5,595
+4%
清仓
FPF
FIRST TR INTER DURATN PFD &
-$172.1K
0
-100%
增持
OUNZ
VANECK MERK GOLD TR
+$169.8K
186,944
+8%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$169.8K
42,684
+24%
增持
DGRO
ISHARES TR
+$168.0K
32,533
+8%
增持
ARI
APOLLO COML REAL EST FIN INC
+$166.5K
51,826
+15%
减持
BAC
BANK AMERICA CORP
-$164.3K
28,428
-17%
减持
REM
ISHARES TR
-$162.6K
9,726
-46%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$160.7K
47,935
+17%
增持
EQIX
EQUINIX INC
+$157.3K
543
+46%
增持
NKE
NIKE INC
+$157.3K
7,765
+36%
减持
DFSD
DIMENSIONAL ETF TRUST
-$155.1K
37,755
-8%
增持
MPT
MEDICAL PPTYS TRUST INC
+$154.1K
54,941
+27%
减持
TSLA
TESLA INC
+$151.0K
7,105
-14%
增持
ELV
ELEVANCE HEALTH INC
+$148.6K
1,077
+50%
增持
XLU
SELECT SECTOR SPDR TR
+$147.7K
16,859
+19%
清仓
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$138.9K
0
-100%
减持
—
EXXON MOBIL CORP
-$138.0K
7,420
-13%
增持
—
LINDE PLC
+$134.7K
1,338
+27%
增持
IEP
ICAHN ENTERPRISES LP
-$132.5K
7,624
+11%
减持
AMLP
ALPS ETF TR
-$132.5K
35,132
-10%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$124.4K
28,174
+43%
增持
HQH
TEKLA HEALTHCARE INVS
+$124.2K
28,410
+39%
增持
—
NUVEEN PFD & INCOME SECS FD
+$122.9K
40,357
+94%
增持
BGR
BLACKROCK ENERGY & RES TR
+$122.7K
24,206
+74%
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$122.6K
0
-100%
增持
XAWPX
ABRDN GLOBAL PREMIER PPTYS F
+$122.4K
65,693
+100%
增持
AVGO
BROADCOM INC
+$122.3K
532
+1%
增持
PG
PROCTER AND GAMBLE CO
+$122.1K
11,408
+5%
减持
APO
APOLLO GLOBAL MGMT INC
+$121.6K
9,701
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$120.5K
14,710
-4%
增持
THW
TEKLA WORLD HEALTHCARE FD
+$120.2K
18,440
+83%
增持
ARCC
ARES CAPITAL CORP
+$118.9K
50,010
+11%
减持
BHP
BHP GROUP LTD
-$116.5K
3,959
-29%
增持
AMGN
AMGEN INC
+$115.3K
2,159
+43%
增持
UNH
UNITEDHEALTH GROUP INC
+$114.4K
3,085
+7%
增持
O
REALTY INCOME CORP
+$111.0K
7,113
+43%
增持
MPLX
MPLX LP
+$111.0K
56,103
+8%
减持
VNQ
VANGUARD INDEX FDS
-$110.7K
6,583
-17%
增持
RVT
ROYCE VALUE TR INC
+$110.4K
46,530
+19%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$110.0K
40,132
-23%
增持
BXMT
BLACKSTONE MTG TR INC
+$107.7K
13,975
+36%
增持
—
XAI OCTAGON FLOATING RATE &
+$107.6K
32,837
+89%
减持
REGN
REGENERON PHARMACEUTICALS
-$106.9K
718
-5%
增持
FTEC
FIDELITY COVINGTON TRUST
+$106.8K
6,341
+0%
增持
BRSP
BRIGHTSPIRE CAPITAL INC
+$105.6K
31,748
+73%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$103.0K
49,538
+11%
增持
ACRE
ARES COML REAL ESTATE CORP
+$101.4K
22,660
+60%
增持
GOOGL
ALPHABET INC
+$98.3K
4,468
+6%
增持
NOC
NORTHROP GRUMMAN CORP
+$97.7K
780
+40%
减持
XEMDX
WESTERN ASSET EMERGING MKTS
-$95.7K
69,355
-14%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$95.2K
22,697
-13%
增持
ONL
ORION OFFICE REIT INC
+$94.2K
26,579
+119%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$92.2K
40,638
-19%
减持
KWEB
KRANESHARES TR
-$90.8K
12,082
-9%
增持
MRK
MERCK & CO INC
+$90.4K
6,597
+5%
减持
ATLC
ATLANTICUS HOLDINGS CORP
+$90.2K
12,400
-22%
增持
GOOG
ALPHABET INC
+$86.2K
2,679
+17%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$86.0K
63,669
+21%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$85.0K
17,849
+6%
