小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 32
增持 48
减持 44
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$1.2M
6,969
+12%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$1.1M
28,230
减持
UNH
UNITEDHEALTH GROUP INC
-$954.3K
1,710
-45%
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。
增持
IVV
ISHARES TR
+$721.3K
2,293
+110%
减持
DFAC
DIMENSIONAL ETF TRUST
-$707.7K
117,537
-16%
清仓
APP
APPLOVIN CORP
-$642.6K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$636.8K
9,644
+10%
建仓
CHRD
CHORD ENERGY CORPORATION
+$634.0K
5,422
增持
AAPL
APPLE INC
+$605.2K
33,820
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$581.9K
5,125
-71%
建仓
BNS
BANK NOVA SCOTIA HALIFAX
+$577.0K
10,740
增持
IWM
ISHARES TR
+$574.4K
4,895
+113%
增持
NVDA
NVIDIA CORPORATION
+$531.6K
32,786
+3%
减持
AMGN
AMGEN INC
-$521.8K
3,169
-24%
建仓
CHCT
COMMUNITY HEALTHCARE TR INC
+$517.7K
26,950
减持
EFAV
ISHARES TR
-$500.8K
41,205
-7%
清仓
IIPR
INNOVATIVE INDL PPTYS INC
-$499.9K
0
-100%
减持
LLY
ELI LILLY & CO
-$480.8K
2,597
-7%
增持
OPRA
OPERA LTD
+$460.3K
51,080
+56%
清仓
DVN
DEVON ENERGY CORP NEW
-$459.9K
0
-100%
清仓
EDV
VANGUARD WORLD FD
-$453.6K
0
-100%
减持
MPT
MEDICAL PPTYS TRUST INC
-$446.1K
108,236
-28%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$436.9K
2,710
+60%
减持
ONEQ
FIDELITY COMWLTH TR
-$432.2K
7,518
-46%
清仓
HUM
HUMANA INC
-$403.6K
0
-100%
增持
TCPC
BLACKROCK TCP CAPITAL CORP
+$399.5K
105,823
+68%
增持
AMLP
ALPS ETF TR
+$377.7K
43,667
+19%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$370.0K
170,477
+41%
减持
MRK
MERCK & CO INC
-$368.3K
7,201
-25%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$362.3K
5,682
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$352.1K
3,337
增持
JPM
JPMORGAN CHASE & CO.
+$337.9K
9,029
+4%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$336.1K
4,612
-61%
清仓
GEO
GEO GROUP INC NEW
-$327.9K
0
-100%
清仓
PLD
PROLOGIS INC.
-$326.2K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$325.2K
3,872
-29%
建仓
EXPE
EXPEDIA GROUP INC
+$320.6K
1,720
建仓
WDAY
WORKDAY INC
+$319.7K
1,239
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$319.4K
11,253
+4%
建仓
IEFA
ISHARES TR
+$313.7K
4,464
减持
CLS
CELESTICA INC
+$312.4K
7,656
-1%
清仓
AMT
AMERICAN TOWER CORP NEW
-$310.6K
0
-100%
建仓
APA
APA CORPORATION
+$307.1K
13,301
增持
AVGO
BROADCOM INC
+$304.6K
4,983
+1%
增持
IWY
ISHARES TR
+$300.8K
13,891
+3%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$296.1K
40,534
-28%
增持
MOAT
VANECK ETF TRUST
+$295.0K
10,828
+48%
减持
REGN
REGENERON PHARMACEUTICALS
-$293.0K
756
-4%
减持
DFAI
DIMENSIONAL ETF TRUST
-$292.5K
42,786
-12%
减持
NVO
NOVO-NORDISK A S
-$289.1K
7,059
-6%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$287.5K
5,419
增持
AMZN
AMAZON COM INC
+$286.5K
6,130
+8%
清仓
IDXX
IDEXX LABS INC
-$286.0K
0
-100%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$273.2K
9,096
清仓
DLR
DIGITAL RLTY TR INC
-$271.4K
0
-100%
建仓
CPSD
CALAMOS ETF TR
+$269.7K
11,152
建仓
CPNQ
CALAMOS ETF TR
+$269.5K
10,943
清仓
DAR
DARLING INGREDIENTS INC
-$267.7K
0
-100%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$265.8K
7,866
增持
BIZD
VANECK ETF TRUST
+$263.6K
141,323
+12%
减持
O
REALTY INCOME CORP
-$263.0K
13,755
-13%
增持
HODL
VANECK BITCOIN ETF
+$256.4K
6,545
+8%
清仓
CVS
CVS HEALTH CORP
-$252.0K
0
-100%
建仓
HOMZ
ETF SER SOLUTIONS
+$249.8K
5,512
增持
ET
ENERGY TRANSFER L P
+$249.3K
51,845
+9%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$241.5K
4,334
+94%
清仓
ADC
AGREE RLTY CORP
-$241.4K
0
-100%
建仓
—
TIDAL TR II
+$237.7K
11,824
增持
—
FLEX LTD
+$236.5K
22,055
+21%
清仓
IRM
IRON MTN INC DEL
-$235.2K
0
-100%
建仓
MSDL
MORGAN STANLEY DIRECT LENDIN
+$228.8K
11,074
减持
APO
APOLLO GLOBAL MGMT INC
+$225.4K
7,840
-8%
建仓
DISV
DIMENSIONAL ETF TRUST
+$212.6K
8,002
清仓
HIW
HIGHWOODS PPTYS INC
-$212.5K
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$212.4K
0
-100%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$212.3K
0
-100%
建仓
—
LXP INDUSTRIAL TRUST
+$212.1K
26,126
清仓
ED
CONSOLIDATED EDISON INC
-$211.2K
0
-100%
建仓
NKTX
NKARTA INC
+$210.6K
84,575
建仓
EWZ
ISHARES INC
+$209.2K
9,292
清仓
UBER
UBER TECHNOLOGIES INC
-$207.3K
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$206.3K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$203.3K
0
-100%
清仓
EDIV
SPDR INDEX SHS FDS
-$202.7K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$202.1K
40
减持
JNJ
JOHNSON & JOHNSON
-$198.2K
9,694
-2%
增持
ITOT
ISHARES TR
+$196.8K
25,009
+4%
建仓
RLTY
COHEN & STEERS REAL ESTATE O
+$196.4K
13,287
增持
GOOGL
ALPHABET INC
+$189.2K
5,719
+6%
建仓
NFE
NEW FORTRESS ENERGY INC
+$187.8K
12,420
建仓
HST
HOST HOTELS & RESORTS INC
+$187.3K
10,689
建仓
PFFR
ETFIS SER TR I
+$185.7K
10,036
减持
ARI
APOLLO COML REAL EST FIN INC
-$183.8K
60,091
-22%
建仓
—
HAFNIA LTD
+$180.6K
32,421
增持
DFUV
DIMENSIONAL ETF TRUST
+$180.2K
28,274
+21%
增持
IWR
ISHARES TR
+$179.3K
32,312
+6%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$179.2K
62,219
-15%
减持
QQQ
INVESCO QQQ TR
-$178.6K
5,430
-10%
减持
HFRO
HIGHLAND OPPORTUNITIES
-$171.9K
73,613
-19%
减持
ACRE
ARES COML REAL ESTATE CORP
-$163.4K
58,089
-20%
清仓
—
EASTERLY GOVT PPTYS INC
-$163.3K
0
-100%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$161.6K
29,951
+19%
减持
EEM
ISHARES TR
-$156.7K
26,189
-4%
清仓
CXW
CORECIVIC INC
-$153.4K
0
-100%
减持
WPC
WP CAREY INC
-$150.9K
12,297
-7%
减持
ELV
ELEVANCE HEALTH INC
-$149.3K
829
-5%
建仓
PK
PARK HOTELS & RESORTS INC
+$147.2K
10,465
减持
STWD
STARWOOD PPTY TR INC
-$144.2K
29,306
-15%
增持
IGR
CBRE GBL REAL ESTATE INC FD
-$144.1K
83,635
+1%
减持
CIVI
CIVITAS RESOURCES INC
-$143.4K
6,196
-27%
减持
VICI
VICI PPTYS INC
-$142.3K
7,642
-30%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$141.6K
35,070
-6%
增持
FTEC
FIDELITY COVINGTON TRUST
+$140.1K
10,678
+2%
减持
—
SPOTIFY TECHNOLOGY S A
+$133.4K
1,982
-3%
减持
MPLX
MPLX LP
+$132.0K
55,821
-2%
增持
GLD
SPDR GOLD TR
+$130.1K
3,905
+16%
减持
TIP
ISHARES TR
-$129.4K
25,799
-1%
建仓
RIET
ETF SER SOLUTIONS
+$127.0K
12,587
增持
DGRO
ISHARES TR
+$126.7K
48,049
+7%
增持
OUNZ
VANECK MERK GOLD ETF
+$126.1K
196,397
+3%
清仓
KREF
KKR REAL ESTATE FIN TR INC
-$124.9K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$123.9K
6,411
-8%
减持
DFIP
DIMENSIONAL ETF TRUST
-$123.0K
34,328
-4%
减持
AQN
ALGONQUIN PWR UTILS CORP
-$122.9K
99,269
-4%
增持
VOO
VANGUARD INDEX FDS
+$120.9K
678
+46%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$118.0K
0
-100%
增持
V
VISA INC
+$117.4K
2,846
+0%
减持
—
EXXON MOBIL CORP
-$117.2K
10,206
-2%
增持
BAC
BANK AMERICA CORP
+$117.1K
27,269
+0%
增持
MLCO
MELCO RESORTS AND ENTMNT LTD
-$114.6K
96,273
+12%
减持
MU
MICRON TECHNOLOGY INC
-$113.2K
5,480
-1%
减持
EFV
ISHARES TR
-$111.9K
10,129
-9%
增持
ERO
ERO COPPER CORP
+$111.6K
31,017
+125%
建仓
VOD
VODAFONE GROUP PLC NEW
+$108.7K
12,799
增持
CI
THE CIGNA GROUP
-$106.8K
1,753
+3%
减持
DFAE
DIMENSIONAL ETF TRUST
-$103.0K
18,254
-12%
增持
DFAS
DIMENSIONAL ETF TRUST
+$102.9K
13,170
+13%
增持
GOOG
ALPHABET INC
+$101.2K
2,993
+7%
增持
ARCC
ARES CAPITAL CORP
+$99.7K
69,689
+2%
增持
NFLX
NETFLIX INC
+$99.5K
498
+2%
增持
USTB
VICTORY PORTFOLIOS II
+$98.2K
54,505
+5%
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
-$97.6K
55,503
-14%
增持
BTX
BLACKROCK INNOVATION AND GRW
+$97.1K
24,821
+114%
增持
OXY
OCCIDENTAL PETE CORP
+$96.9K
13,644
+22%
增持
RJF
RAYMOND JAMES FINL INC
+$96.6K
2,928
+0%
增持
HQH
ABRDN HEALTHCARE INVESTORS
-$96.4K
72,844
+7%
增持
AXP
AMERICAN EXPRESS CO
+$95.9K
1,019
+34%
减持
PEP
PEPSICO INC
-$94.9K
3,515
-5%
减持
MDLZ
MONDELEZ INTL INC
-$93.4K
6,377
-1%
建仓
GNT
GAMCO NAT RES GOLD & INCOME
+$92.6K
17,500
