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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 9
增持 60
减持 54
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
USTB
VICTORY PORTFOLIOS II
+$2.3M
46,569
减持
TIP
ISHARES TR
-$1.8M
28,741
-36%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
7,893
-30%
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
—
TEXTAINER GROUP HOLDINGS LTD
-$1.1M
22,949
-54%
减持
EFAV
ISHARES TR
-$958.4K
41,429
-24%
减持
ISTB
ISHARES TR
-$908.4K
51,454
-27%
减持
IJH
ISHARES TR
-$852.6K
4,282
-42%
增持
DFCF
DIMENSIONAL ETF TRUST
+$739.7K
43,274
+79%
增持
AAPL
APPLE INC
-$730.2K
43,409
+3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$676.3K
705
-73%
清仓
TLT
ISHARES TR
-$620.5K
0
-100%
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$616.5K
82,632
-19%
减持
QQQ
INVESCO QQQ TR
-$609.2K
6,409
-19%
减持
EEM
ISHARES TR
-$593.4K
32,163
-30%
增持
ITOT
ISHARES TR
+$524.3K
23,982
+35%
减持
IWF
ISHARES TR
-$507.4K
1,743
-51%
增持
DFAC
DIMENSIONAL ETF TRUST
+$484.4K
132,403
+20%
减持
DFIP
DIMENSIONAL ETF TRUST
-$478.8K
44,546
-18%
增持
MOAT
VANECK ETF TRUST
+$474.3K
14,102
+89%
清仓
RMMZ
RIVERNORTH MANAGED DUR MUN I
-$459.4K
0
-100%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$448.8K
19,091
-45%
增持
IWY
ISHARES TR
+$436.1K
14,706
+28%
增持
SHY
ISHARES TR
+$425.5K
27,559
+24%
增持
DGRO
ISHARES TR
+$415.8K
42,242
+30%
增持
FVAL
FIDELITY COVINGTON TRUST
+$400.6K
21,166
+70%
减持
XLU
SELECT SECTOR SPDR TR
-$358.7K
12,634
-25%
增持
—
EXXON MOBIL CORP
+$355.7K
9,793
+32%
减持
RFI
COHEN & STEERS TOTAL RETURN
-$350.1K
79,189
-23%
清仓
BSV
VANGUARD BD INDEX FDS
-$331.2K
0
-100%
减持
DFAI
DIMENSIONAL ETF TRUST
-$321.5K
43,230
-19%
清仓
DG
DOLLAR GEN CORP NEW
-$298.5K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$298.5K
0
-100%
清仓
EEMS
ISHARES INC
-$294.9K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$294.8K
0
-100%
清仓
SCZ
ISHARES TR
-$291.1K
0
-100%
减持
CHI
CALAMOS CONV OPPORTUNITIES &
-$278.2K
134,442
-11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$275.8K
11,456
-22%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$270.7K
23,810
+1448%
清仓
MKSI
MKS INSTRS INC
-$268.4K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$259.6K
0
-100%
建仓
CSWC
CAPITAL SOUTHWEST CORP
+$248.4K
10,848
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$247.1K
182,087
-11%
建仓
UTG
REAVES UTIL INCOME FD
+$242.4K
9,832
清仓
BHP
BHP GROUP LTD
-$236.2K
0
-100%
清仓
REM
ISHARES TR
-$229.5K
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$227.0K
0
-100%
减持
IDV
ISHARES TR
-$224.3K
11,004
-42%
建仓
DMLP
DORCHESTER MINERALS LP
+$224.0K
7,712
建仓
HR
HEALTHCARE RLTY TR
+$223.2K
14,618
清仓
IEP
ICAHN ENTERPRISES LP
-$221.3K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$220.7K
0
-100%
清仓
BA
BOEING CO
-$219.7K
0
-100%
建仓
WLKP
WESTLAKE CHEM PARTNERS LP
+$217.8K
10,015
增持
VZ
VERIZON COMMUNICATIONS INC
+$215.3K
15,972
+96%
清仓
LVS
LAS VEGAS SANDS CORP
-$214.3K
0
-100%
建仓
IBN
ICICI BANK LIMITED
+$213.2K
9,220
清仓
RDNT
RADNET INC
-$210.1K
0
-100%
建仓
IVV
ISHARES TR
+$209.7K
488
清仓
APAM
ARTISAN PARTNERS ASSET MGMT
-$207.7K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$207.1K
0
-100%
清仓
NFLX
NETFLIX INC
-$206.8K
0
-100%
清仓
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$202.5K
0
-100%
清仓
NOBL
PROSHARES TR
-$201.7K
0
-100%
减持
AMLP
ALPS ETF TR
-$197.4K
27,965
-20%
增持
HQH
TEKLA HEALTHCARE INVS
+$195.0K
43,691
+54%
建仓
JBLU
JETBLUE AWYS CORP
+$192.7K
41,881
增持
BIZD
VANECK ETF TRUST
+$187.2K
67,341
+16%
清仓
XRMMX
RIVERNORTH MANAGED DUR MUN I
-$184.4K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$184.2K
75,155
+6%
增持
HALO
HALOZYME THERAPEUTICS INC
+$171.5K
10,757
+62%
增持
BGR
BLACKROCK ENERGY & RES TR
+$171.0K
35,276
+46%
增持
BTO
HANCOCK JOHN FINL OPPTYS FD
+$167.9K
15,960
+70%
减持
ATLC
ATLANTICUS HOLDINGS CORP
-$166.3K
11,700
-6%
增持
IWR
ISHARES TR
+$162.1K
28,348
+15%
增持
MPLX
MPLX LP
+$158.9K
57,998
+3%
增持
—
NUVEEN PFD & INCOME SECS FD
+$158.4K
67,404
+67%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$152.2K
17,810
-22%
清仓
MORT
VANECK ETF TRUST
-$151.4K
0
-100%
增持
PFFA
ETFIS SER TR I
+$151.0K
63,428
+16%
增持
XAWPX
ABRDN GLOBAL PREMIER PPTYS F
+$148.2K
111,451
+70%
增持
AMGN
AMGEN INC
+$147.2K
2,331
+8%
减持
GHI
GREYSTONE HOUSING IMPACT INV
-$145.3K
75,041
-5%
增持
—
PIONEER NAT RES CO
+$144.9K
3,866
+8%
减持
TSLA
TESLA INC
-$144.6K
6,855
-4%
减持
NEE
NEXTERA ENERGY INC
-$141.3K
7,474
-3%
增持
BXMT
BLACKSTONE MTG TR INC
+$141.0K
19,852
+42%
增持
MPT
MEDICAL PPTYS TRUST INC
-$139.3K
67,790
+23%
增持
DFP
FLAHERTY & CRUMRINE DYNAMIC
+$134.5K
23,167
+59%
增持
—
OXFORD LANE CAP CORP
+$133.2K
104,073
+30%
减持
DFAE
DIMENSIONAL ETF TRUST
-$132.8K
18,633
-21%
减持
XEMDX
WESTERN ASSET EMERGING MKTS
-$131.3K
56,204
-19%
减持
NKE
NIKE INC
-$127.9K
7,625
-2%
减持
VNQ
VANGUARD INDEX FDS
-$127.8K
5,582
-15%
增持
SLB
SCHLUMBERGER LTD
+$126.7K
13,167
+1%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$126.0K
57,097
+15%
增持
THW
TEKLA WORLD HEALTHCARE FD
+$125.9K
32,804
+78%
增持
XRNPX
COHEN & STEERS REIT & PFD &
+$114.8K
25,198
+51%
增持
JNJ
JOHNSON & JOHNSON
-$108.0K
11,557
+0%
减持
F
FORD MTR CO DEL
-$108.0K
12,600
-28%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$105.4K
22,437
+49%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$101.6K
39,524
+40%
减持
EFV
ISHARES TR
-$101.2K
9,595
-18%
减持
MCD
MCDONALDS CORP
-$99.0K
2,794
-0%
增持
ARCC
ARES CAPITAL CORP
+$97.1K
53,253
+6%
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$95.6K
0
-100%
增持
MSFT
MICROSOFT CORP
-$95.1K
11,266
+5%
减持
—
HORIZON THERAPEUTICS PUB L
+$94.1K
8,680
-2%
减持
SBUX
STARBUCKS CORP
-$93.9K
6,979
-5%
增持
CVX
CHEVRON CORP NEW
+$92.5K
5,845
+3%
减持
LLY
ELI LILLY & CO
+$92.3K
3,156
-8%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$92.3K
27,817
-32%
减持
TDF
TEMPLETON DRAGON FD INC
-$92.0K
23,233
-27%
增持
THQ
TEKLA HEALTHCARE OPPORTUNITI
+$86.5K
22,894
+44%
增持
DFUV
DIMENSIONAL ETF TRUST
+$83.9K
21,118
+15%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$83.2K
34,746
-13%
减持
JPM
JPMORGAN CHASE & CO
-$82.8K
9,663
-5%
增持
—
EATON CORP PLC
+$81.5K
6,482
+0%
减持
APO
APOLLO GLOBAL MGMT INC
+$80.2K
9,194
-5%
增持
T
AT&T INC
+$79.9K
23,314
+38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$79.8K
7,265
+0%
增持
DFSD
DIMENSIONAL ETF TRUST
+$79.8K
39,451
+4%
减持
ABT
ABBOTT LABS
-$78.7K
4,587
-4%
减持
BX
BLACKSTONE INC
+$78.3K
5,913
-1%
减持
PG
PROCTER AND GAMBLE CO
-$77.4K
11,337
-1%
减持
IYJ
ISHARES TR
-$75.1K
2,225
-21%
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
-$74.8K
98,365
-6%
增持
NVO
NOVO-NORDISK A S
+$74.6K
8,112
+98%
增持
MRK
MERCK & CO INC
-$73.0K
6,685
+1%
清仓
XEADX
ALLSPRING INCOME OPPORTUNIT
-$71.0K
0
-100%
减持
ABBV
ABBVIE INC
+$70.9K
5,446
-1%
增持
—
BLACKROCK CAP INVT CORP
+$68.7K
152,737
+1%
减持
REGN
REGENERON PHARMACEUTICALS
+$68.4K
710
-1%
增持
OUNZ
VANECK MERK GOLD TR
-$67.0K
190,619
+2%
减持
PFF
ISHARES TR
-$66.5K
7,662
-20%
增持
BCX
BLACKROCK RES & COMMODITIES
+$65.6K
28,650
+31%
减持
CLX
CLOROX CO DEL
-$64.5K
1,841
-4%
增持
O
REALTY INCOME CORP
+$63.0K
9,778
+37%
减持
UNH
UNITEDHEALTH GROUP INC
+$62.7K
3,065
-1%
增持
ECC
EAGLE POINT CREDIT COMPANY I
+$62.1K
23,591
+35%
增持
HUM
HUMANA INC
+$61.9K
968
+6%
减持
OXY
OCCIDENTAL PETE CORP
+$61.9K
10,563
-0%
增持
WPC
WP CAREY INC
-$61.4K
10,742
+13%
增持
IJR
ISHARES TR
+$61.2K
11,711
+12%
增持
AM
ANTERO MIDSTREAM CORP
+$58.7K
20,963
+26%
减持
HIX
WESTERN ASSET HIGH INCOM FD
-$57.1K
12,048
-47%
减持
BGT
BLACKROCK FLOATING RATE INC
-$56.9K
20,345
-22%
增持
—
XAI OCTAGON FLOATING RATE &
+$56.9K
39,743
+21%
增持
GOOGL
ALPHABET INC
+$55.4K
4,511
+1%
增持
SLRC
SLR INVESTMENT CORP
+$54.7K
15,017
+21%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$54.6K
24,785
+39%
