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Klingman & Associates, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Klingman & Associates, LLC
报告期 2026-03-31 · CIK 0001662449
持仓数
332
前50大市值合计
$1.84B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 134 项
建仓 14
增持 61
减持 55
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
COMP
COMPASS INC
+$10.6M
796,800
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$6.3M
485,087
+34%
增持
IVV
ISHARES TR
+$6.1M
430,484
+3%
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
DDOG
DATADOG INC
-$2.9M
255,261
-32%
减持
SDY
SPDR SER TR
-$1.7M
223,803
-2%
增持
IJH
ISHARES TR
+$1.6M
188,193
+5%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.5M
353,648
+11%
减持
SLYV
SPDR SER TR
-$1.0M
236,624
-1%
增持
USMV
ISHARES TR
+$1.0M
482,382
+3%
增持
AAPL
APPLE INC
+$993.0K
172,196
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$917.0K
1,099,863
+1%
清仓
—
GENERAL ELECTRIC CO
-$907.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$858.0K
8,330
增持
IJR
ISHARES TR
+$789.0K
340,638
+6%
减持
CROX
CROCS INC
+$753.0K
48,377
-9%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$666.0K
1,651,325
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$661.0K
129,654
-1%
增持
BX
BLACKSTONE INC
+$598.0K
14,223
+31%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$570.0K
44,630
-1%
减持
MDYG
SPDR SER TR
-$526.0K
261,856
-0%
减持
MDYV
SPDR SER TR
-$460.0K
321,217
-0%
减持
SPYG
SPDR SER TR
+$443.0K
457,135
-0%
增持
MRK
MERCK & CO INC
+$436.0K
16,202
+61%
减持
NEAR
ISHARES U S ETF TR
-$379.0K
336,264
-2%
减持
SPYV
SPDR SER TR
-$372.0K
675,606
-0%
减持
SLYG
SPDR SER TR
-$370.0K
149,518
-1%
建仓
BNL
BROADSTONE NET LEASE INC
+$354.0K
14,288
增持
GOOG
ALPHABET INC
+$353.0K
718
+15%
增持
IWM
ISHARES TR
-$335.0K
31,610
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$318.0K
14,520
-12%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$318.0K
9,721
减持
CFG
CITIZENS FINL GROUP INC
+$317.0K
286,372
-0%
建仓
—
ACCENTURE PLC IRELAND
+$312.0K
974
建仓
DHR
DANAHER CORPORATION
+$310.0K
1,018
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$310.0K
151,093
-0%
增持
VUG
VANGUARD INDEX FDS
+$292.0K
2,767
+55%
增持
SCHF
SCHWAB STRATEGIC TR
+$267.0K
30,957
+31%
建仓
TSPH
TUSIMPLE HLDGS INC
+$263.0K
7,072
建仓
SBUX
STARBUCKS CORP
+$251.0K
2,271
增持
IEFA
ISHARES TR
+$251.0K
73,467
+6%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$249.0K
4,425
建仓
SCHO
SCHWAB STRATEGIC TR
+$244.0K
4,774
清仓
NOBL
PROSHARES TR
-$217.0K
0
-100%
建仓
IJK
ISHARES TR
+$216.0K
2,732
建仓
IWO
ISHARES TR
+$216.0K
736
建仓
MCD
MCDONALDS CORP
+$214.0K
888
增持
GOOGL
ALPHABET INC
+$212.0K
608
+5%
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$203.0K
5,587
清仓
EES
WISDOMTREE TR
-$200.0K
0
-100%
增持
ABT
ABBOTT LABS
+$195.0K
5,748
+38%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$166.0K
52,573
+16%
减持
CACC
CREDIT ACCEP CORP MICH
-$156.0K
731
-43%
清仓
—
PROSIGHT GLOBAL INC
-$128.0K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$120.0K
8,655
-0%
增持
ROST
ROSS STORES INC
-$105.0K
6,948
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$104.0K
39,564
-0%
减持
BAC
BK OF AMERICA CORP
-$103.0K
6,330
-30%
增持
META
FACEBOOK INC
+$98.0K
2,827
+14%
增持
IEMG
ISHARES INC
-$97.0K
31,834
+3%
减持
PPG
PPG INDS INC
-$92.0K
3,258
-1%
增持
MA
MASTERCARD INCORPORATED
+$90.0K
6,882
+9%
增持
SCHV
SCHWAB STRATEGIC TR
+$90.0K
6,971
+26%
减持
—
EXXON MOBIL CORP
-$89.0K
16,309
-2%
减持
HON
HONEYWELL INTL INC
-$84.0K
2,508
-11%
减持
DVY
ISHARES TR
-$84.0K
31,888
-1%
增持
CRM
SALESFORCE COM INC
+$83.0K
1,594
+12%
减持
MSFT
MICROSOFT CORP
+$79.0K
22,272
-3%
增持
NFLX
NETFLIX INC
+$78.0K
798
+3%
增持
RWL
INVESCO EXCH TRADED FD TR II
-$68.0K
202,112
+1%
减持
EFAV
ISHARES TR
-$68.0K
172,269
-0%
增持
VOT
VANGUARD INDEX FDS
+$66.0K
1,806
+18%
增持
TSLA
TESLA INC
+$64.0K
394
+11%
减持
DE
DEERE & CO
-$61.0K
734
-16%
减持
CSX
CSX CORP
-$60.0K
8,593
-13%
增持
VTI
VANGUARD INDEX FDS
+$60.0K
40,283
+1%
增持
VOO
VANGUARD INDEX FDS
+$57.0K
8,166
+2%
减持
VB
VANGUARD INDEX FDS
-$55.0K
7,424
-0%
减持
INTC
INTEL CORP
-$55.0K
9,617
-5%
增持
VOE
VANGUARD INDEX FDS
+$53.0K
3,258
+14%
减持
COST
COSTCO WHSL CORP NEW
+$49.0K
1,168
-3%
减持
JPM
JPMORGAN CHASE & CO
+$48.0K
10,750
-2%
增持
VBK
VANGUARD INDEX FDS
+$45.0K
1,353
+17%
减持
VZ
VERIZON COMMUNICATIONS INC
-$43.0K
3,976
-14%
增持
FNDC
SCHWAB STRATEGIC TR
+$42.0K
6,450
+22%
增持
VXUS
VANGUARD STAR FDS
+$41.0K
5,600
+18%
增持
HDV
ISHARES TR
-$40.0K
18,179
+0%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$40.0K
63,873
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$39.0K
636
+14%
增持
AMZN
AMAZON COM INC
-$37.0K
1,611
+4%
减持
CSCO
CISCO SYS INC
-$36.0K
5,624
-13%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$35.0K
74,142
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$35.0K
898
+14%
减持
V
VISA INC
-$31.0K
1,829
-2%
增持
VBR
VANGUARD INDEX FDS
+$27.0K
7,649
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$26.0K
7,706
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$25.0K
2,381
+2%
减持
KMX
CARMAX INC
-$25.0K
3,133
-5%
减持
HD
HOME DEPOT INC
+$22.0K
4,611
-1%
减持
RWK
INVESCO EXCH TRADED FD TR II
-$21.0K
13,394
-0%
增持
MINT
PIMCO ETF TR
+$21.0K
27,933
+1%
增持
DIS
DISNEY WALT CO
-$21.0K
5,032
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$20.0K
2,302
-1%
增持
JNJ
JOHNSON & JOHNSON
-$20.0K
12,895
+1%
减持
PEP
PEPSICO INC
-$19.0K
4,536
-4%
增持
ITOT
ISHARES TR
+$18.0K
8,796
+3%
减持
WMT
WALMART INC
-$18.0K
1,873
-5%
增持
IXUS
ISHARES TR
-$17.0K
14,619
+2%
增持
ABBV
ABBVIE INC
-$17.0K
5,011
+1%
增持
EEM
ISHARES TR
+$17.0K
19,703
+11%
增持
TJX
TJX COS INC NEW
-$16.0K
12,329
+0%
增持
QCOM
QUALCOMM INC
-$14.0K
1,586
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$13.0K
5,781
+3%
减持
XEMDX
WESTERN ASSET EMERGING MKTS
-$13.0K
15,581
-3%
减持
IWB
ISHARES TR
-$12.0K
20,533
-0%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$12.0K
6,213
+7%
减持
SCHG
SCHWAB STRATEGIC TR
-$12.0K
2,989
-4%
减持
IWR
ISHARES TR
-$11.0K
9,715
-0%
减持
PFE
PFIZER INC
-$11.0K
8,790
-11%
增持
RY
ROYAL BK CDA
-$10.0K
5,710
+0%
减持
KO
COCA COLA CO
-$10.0K
4,296
-1%
增持
WIP
SPDR SER TR
-$10.0K
5,486
+0%
增持
LLY
LILLY ELI & CO
+$9.0K
965
+4%
减持
TFC
TRUIST FINL CORP
+$7.0K
4,387
-2%
增持
PYPL
PAYPAL HLDGS INC
+$7.0K
801
+16%
减持
VNQ
VANGUARD INDEX FDS
-$5.0K
54,967
-0%
减持
QQQ
INVESCO QQQ TR
+$5.0K
2,241
-0%
增持
TXN
TEXAS INSTRS INC
+$5.0K
1,154
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.0K
4,510
+0%
减持
OEF
ISHARES TR
-$3.0K
6,835
-1%
增持
AVUV
AMERICAN CENTY ETF TR
-$3.0K
9,072
+0%
减持
IWF
ISHARES TR
+$3.0K
1,968
-0%
增持
PDN
INVESCO EXCH TRADED FD TR II
-$3.0K
24,655
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$2.0K
3,538
+1%
减持
PG
PROCTER AND GAMBLE CO
+$1.0K
5,763
-3%
