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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 62
减持 46
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.8M
34,720
+2%
增持
MSFT
MICROSOFT CORP
+$1.5M
11,526
+2%
增持
IWY
ISHARES TR
+$1.3M
18,448
+19%
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
ITOT
ISHARES TR
+$998.9K
32,574
+17%
增持
IWR
ISHARES TR
+$887.9K
43,669
+19%
增持
APO
APOLLO GLOBAL MGMT INC
+$747.0K
11,947
+73%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$684.7K
0
-100%
建仓
FVR
FRONTVIEW REIT INC
+$681.7K
56,805
建仓
—
SUNRISE COMMUNICATIONS AG
+$646.1K
11,424
增持
DGRO
ISHARES TR
+$626.0K
63,150
+14%
增持
AAPL
APPLE INC
-$615.5K
37,086
+0%
清仓
SLB
SCHLUMBERGER LTD
-$611.6K
0
-100%
减持
LLY
ELI LILLY & CO
-$587.5K
784
-46%
增持
FTEC
FIDELITY COVINGTON TRUST
+$571.2K
12,816
+6%
清仓
HR
HEALTHCARE RLTY TR
-$569.2K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$533.2K
80,694
+13%
增持
MLCO
MELCO RESORTS AND ENTMNT LTD
+$530.0K
263,773
+1%
减持
OXY
OCCIDENTAL PETE CORP
-$499.4K
6,015
-61%
减持
—
EXXON MOBIL CORP
-$484.9K
6,809
-34%
减持
OUNZ
VANECK MERK GOLD ETF
-$478.7K
169,439
-13%
减持
AVGO
BROADCOM INC
+$473.2K
4,506
-2%
增持
—
MICROCHIP TECHNOLOGY INC.
+$427.9K
11,335
+74%
减持
CLS
CELESTICA INC
+$408.1K
5,324
-1%
增持
OPRA
OPERA LTD
+$406.9K
79,389
+16%
增持
AMZN
AMAZON COM INC
+$404.8K
7,369
+16%
减持
JPM
JPMORGAN CHASE & CO.
+$392.5K
9,191
-1%
建仓
RDDT
REDDIT INC
+$387.3K
2,572
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$373.4K
11,245
+144%
增持
IJR
ISHARES TR
+$365.3K
17,342
+19%
减持
SPY
SPDR S&P 500 ETF TR
+$354.0K
9,175
-3%
增持
ONL
ORION PROPERTIES INC
+$343.2K
294,306
+122%
增持
GLD
SPDR GOLD TR
+$338.2K
10,472
+6%
清仓
NKE
NIKE INC
-$336.7K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$320.6K
4,083
+124%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$311.8K
5,641
+4%
建仓
NRG
NRG ENERGY INC
+$295.9K
1,842
清仓
CCI
CROWN CASTLE INC
-$287.8K
0
-100%
增持
PCF
HIGH INCOME SECS FD
+$287.7K
71,556
+186%
减持
REGN
REGENERON PHARMACEUTICALS
-$279.0K
523
-40%
减持
—
SPOTIFY TECHNOLOGY S A
-$270.5K
980
-47%
清仓
IBB
ISHARES TR
-$264.0K
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$260.3K
20,314
+12%
增持
IVV
ISHARES TR
+$260.1K
2,613
+8%
减持
—
FLEX LTD
+$258.2K
15,823
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$257.4K
4,422
+6%
建仓
QCOM
QUALCOMM INC
+$254.1K
1,595
清仓
WDAY
WORKDAY INC
-$251.7K
0
-100%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$246.0K
11,516
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$244.6K
3,574
+42%
清仓
ELF
E L F BEAUTY INC
-$244.4K
0
-100%
减持
DFCF
DIMENSIONAL ETF TRUST
-$244.3K
29,055
-17%
增持
VNQ
VANGUARD INDEX FDS
+$239.9K
13,788
+26%
建仓
IDXX
IDEXX LABS INC
+$236.9K
441
减持
JNJ
JOHNSON & JOHNSON
-$235.2K
6,337
-13%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$229.2K
0
-100%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$229.1K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$228.0K
2,469
+43%
减持
DFIP
DIMENSIONAL ETF TRUST
-$226.9K
29,250
-15%
减持
DFSD
DIMENSIONAL ETF TRUST
-$223.4K
27,835
-15%
清仓
FLG
FLAGSTAR FINANCIAL INC
-$221.8K
0
-100%
减持
BA
BOEING CO
-$221.5K
1,413
-53%
清仓
TRGP
TARGA RES CORP
-$219.4K
0
-100%
清仓
OKE
ONEOK INC NEW
-$216.7K
0
-100%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$214.5K
2,953
清仓
PK
PARK HOTELS & RESORTS INC
-$213.2K
0
-100%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$211.6K
3,007
清仓
EXPE
EXPEDIA GROUP INC
-$211.1K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$210.8K
5,688
+1%
建仓
LRCX
LAM RESEARCH CORP
+$209.5K
2,151
建仓
EDIV
SPDR INDEX SHS FDS
+$208.7K
5,474
增持
DFAS
DIMENSIONAL ETF TRUST
+$202.9K
18,440
+13%
建仓
IVVW
ISHARES TR
+$201.2K
4,377
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$200.3K
4,290
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$200.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$198.2K
5,716
-6%
增持
CCJ
CAMECO CORP
+$195.2K
5,535
+6%
增持
ERO
ERO COPPER CORP
+$194.4K
36,158
+6%
减持
DFSB
DIMENSIONAL ETF TRUST
-$194.1K
26,248
-14%
减持
MPLX
MPLX LP
-$192.0K
52,213
-3%
增持
BAC
BANK AMERICA CORP
+$187.9K
27,883
+3%
增持
PFXF
VANECK ETF TRUST
+$187.8K
25,703
+71%
减持
EFAV
ISHARES TR
+$186.8K
35,964
-1%
增持
EEM
ISHARES TR
+$183.8K
26,328
+6%
增持
VTV
VANGUARD INDEX FDS
+$181.9K
3,330
+41%
减持
ORCL
ORACLE CORP
+$180.8K
3,168
-13%
清仓
JFR
NUVEEN FLOATING RATE INCOME
-$178.3K
0
-100%
减持
HODL
VANECK BITCOIN ETF
+$174.8K
27,372
-3%
清仓
HST
HOST HOTELS & RESORTS INC
-$174.7K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$171.2K
4,496
-9%
清仓
BLW
BLACKROCK LTD DURATION INCOM
-$167.8K
0
-100%
减持
NFLX
NETFLIX INC
+$166.7K
561
-11%
减持
CPNG
COUPANG INC
+$166.3K
21,018
-1%
减持
WMT
WALMART INC
-$163.9K
6,212
-29%
增持
GOOGL
ALPHABET INC
+$161.1K
6,016
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$152.7K
6,198
-14%
减持
MOAT
VANECK ETF TRUST
-$148.3K
7,498
-23%
增持
VOO
VANGUARD INDEX FDS
+$145.3K
871
+28%
清仓
BTX
BLACKROCK TECH AND PRIVATE E
-$144.3K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$144.3K
1,249
-24%
减持
GS
GOLDMAN SACHS GROUP INC
+$142.2K
954
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$141.2K
7,972
+41%
减持
TSLA
TESLA INC
+$137.9K
5,890
-12%
增持
KKR
KKR & CO INC
+$136.1K
5,310
+8%
减持
ABBV
ABBVIE INC
-$133.0K
3,326
-7%
减持
DIS
DISNEY WALT CO
-$132.9K
2,309
-46%
清仓
GGN
GAMCO GLOBAL GOLD NAT RES &
-$131.9K
0
-100%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$131.4K
0
-100%
增持
PMT
PENNYMAC MTG INVT TR
+$130.6K
29,158
+75%
增持
DFUV
DIMENSIONAL ETF TRUST
+$128.5K
36,595
+6%
增持
IYW
ISHARES TR
+$127.2K
3,147
+6%
清仓
ABR
ARBOR REALTY TRUST INC
-$125.2K
0
-100%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$124.7K
0
-100%
清仓
—
GLOBAL MED REIT INC
-$123.6K
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$123.0K
13,570
-19%
清仓
LADR
LADDER CAP CORP
-$122.6K
0
-100%
增持
MPT
MEDICAL PPTYS TRUST INC
-$121.4K
128,475
+15%
增持
C
CITIGROUP INC
+$119.0K
5,800
+10%
减持
APA
APA CORPORATION
-$118.8K
12,008
-25%
增持
—
GLOBAL SHIP LEASE INC NEW
+$118.7K
28,569
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$118.2K
9,069
+7%
清仓
SAN
BANCO SANTANDER S.A.
-$118.0K
0
-100%
减持
—
OXFORD LANE CAP CORP
-$114.9K
195,696
-1%
增持
CHI
CALAMOS CONV OPPORTUNITIES &
+$114.8K
53,676
+14%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
-$114.5K
87,512
+3%
清仓
—
NEW GOLD INC CDA
-$111.3K
0
-100%
清仓
BBD
BANCO BRADESCO S A
-$110.4K
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
+$106.9K
28,580
+4%
减持
META
META PLATFORMS INC
-$106.6K
3,215
-25%
增持
DLR
DIGITAL RLTY TR INC
+$104.2K
2,300
+11%
增持
CSCO
CISCO SYS INC
+$103.0K
6,102
+18%
增持
—
HEWLETT PACKARD ENTERPRISE C
+$102.5K
9,149
+0%
增持
RIET
ETF SER SOLUTIONS
+$101.3K
43,668
+40%
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$99.9K
12,434
+0%
清仓
PSEC
PROSPECT CAP CORP
-$99.5K
0
-100%
减持
SE
SEA LTD
+$96.2K
3,448
-1%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$94.6K
24,954
+19%
减持
MRK
MERCK & CO INC
-$90.4K
6,978
-3%
减持
AMGN
AMGEN INC
-$90.4K
2,164
-3%
增持
RVT
ROYCE SMALL CAP TRUST INC
+$88.1K
75,679
+3%
减持
GHI
GREYSTONE HOUSING IMPACT INV
-$87.4K
46,541
-7%
减持
TIP
ISHARES TR
-$86.8K
25,396
-2%
增持
GOOG
ALPHABET INC
+$86.7K
3,452
+3%
增持
EEMS
ISHARES INC
+$85.5K
5,885
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$85.4K
7,597
+2%
增持
EPR
EPR PPTYS
+$85.1K
12,620
+2%
增持
XIFR
XPLR INFRASTRUCTURE LP
-$84.9K
87,430
+4%
减持
FVAL
FIDELITY COVINGTON TRUST
-$82.7K
9,090
-18%
减持
DFAI
DIMENSIONAL ETF TRUST
+$82.6K
26,580
-1%
减持
MCD
MCDONALDS CORP
-$82.2K
2,933
-2%
增持
GNT
GAMCO NAT RES GOLD & INCOME
+$80.4K
63,511
+21%
