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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 126 项
建仓 11
增持 82
减持 31
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$27.9M
447,319
+4%
增持
AAPL
APPLE INC
+$7.4M
178,943
+4%
增持
IJH
ISHARES TR
+$7.0M
199,676
+6%
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
SPY
SPDR SP 500 ETF TR
+$5.9M
129,506
-0%
增持
USMV
ISHARES TR
+$4.3M
491,129
+2%
增持
IJR
ISHARES TR
+$4.2M
361,544
+6%
增持
SPYG
SPDR SER TR
+$3.9M
457,155
+0%
减持
COMP
COMPASS INC
-$3.8M
744,650
-7%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$3.4M
415,493
+17%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$2.9M
542,622
+12%
减持
DDOG
DATADOG INC
+$2.9M
218,967
-14%
减持
SDY
SPDR SER TR
+$2.5M
223,002
-0%
减持
PJT
PJT PARTNERS INC
-$2.2M
394,576
-1%
增持
SPYV
SPDR SER TR
+$2.1M
676,705
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.9M
150,443
-0%
减持
CROX
CROCS INC
-$1.7M
40,652
-16%
减持
MDY
SPDR SP MIDCAP 400 ETF TR
+$1.6M
44,579
-0%
减持
MDYV
SPDR SER TR
+$1.5M
320,729
-0%
减持
MDYG
SPDR SER TR
+$1.5M
261,590
-0%
增持
MSFT
MICROSOFT CORP
+$1.5M
23,026
+3%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.5M
202,125
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$1.4M
1,153,247
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
79,186
+51%
增持
SLYG
SPDR SER TR
+$889.0K
149,910
+0%
增持
VTI
VANGUARD INDEX FDS
+$822.0K
40,453
+0%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$773.0K
1,643,850
-0%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$727.0K
21,834
减持
SLYV
SPDR SER TR
+$621.0K
236,244
-0%
减持
NEAR
ISHARES U S ETF TR
-$584.0K
325,845
-3%
增持
VOO
VANGUARD INDEX FDS
+$561.0K
8,663
+6%
增持
HD
HOME DEPOT INC
+$412.0K
4,640
+1%
增持
CSCO
CISCO SYS INC
+$394.0K
11,047
+96%
增持
META
META PLATFORMS INC
+$368.0K
3,944
+40%
建仓
NVDA
NVIDIA CORPORATION
+$305.0K
1,038
建仓
CMCSA
COMCAST CORP NEW
+$276.0K
5,476
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$268.0K
402
增持
AMAT
APPLIED MATLS INC
+$253.0K
8,684
+0%
清仓
SCHO
SCHWAB STRATEGIC TR
-$244.0K
0
-100%
建仓
LOW
LOWES COS INC
+$244.0K
944
建仓
CL
COLGATE PALMOLIVE CO
+$241.0K
2,821
减持
EFAV
ISHARES TR
+$236.0K
172,133
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$233.0K
7,814
+1%
增持
GOOG
ALPHABET INC
+$233.0K
742
+3%
建仓
IVW
ISHARES TR
+$217.0K
2,596
建仓
NKE
NIKE INC
+$216.0K
1,296
减持
EEM
ISHARES TR
-$216.0K
15,904
-19%
建仓
EES
WISDOMTREE TR
+$208.0K
4,050
清仓
PYPL
PAYPAL HLDGS INC
-$208.0K
0
-100%
建仓
IAU
GOLD TR
+$202.0K
5,790
建仓
APD
AIR PRODS CHEMS INC
+$202.0K
663
增持
GOOGL
ALPHABET INC
+$193.0K
628
+3%
减持
DFAT
DIMENSIONAL ETF TRUST
+$192.0K
64,681
-0%
增持
AMZN
AMAZON COM INC
+$190.0K
1,644
+2%
减持
BX
BLACKSTONE INC
+$185.0K
14,217
-0%
增持
TSLA
TESLA INC
+$180.0K
460
+17%
增持
INTC
INTEL CORP
+$159.0K
13,021
+35%
增持
—
NATURA CO HLDG S A
-$157.0K
44,187
+30%
增持
PEP
PEPSICO INC
+$151.0K
4,797
+6%
增持
JNJ
JOHNSON JOHNSON
+$149.0K
13,045
+1%
增持
ABBV
ABBVIE INC
+$147.0K
5,078
+1%
增持
IEFA
ISHARES TR
+$145.0K
75,027
+2%
增持
PG
PROCTER AND GAMBLE CO
+$144.0K
5,806
+1%
增持
COST
COSTCO WHSL CORP NEW
+$143.0K
1,177
+1%
减持
PFE
PFIZER INC
+$138.0K
8,742
-1%
增持
ABT
ABBOTT LABS
+$137.0K
5,800
+1%
增持
DHR
DANAHER CORPORATION
+$136.0K
1,357
+33%
增持
TJX
TJX COS INC NEW
+$130.0K
12,419
+1%
增持
HDV
ISHARES TR
+$123.0K
18,186
+0%
增持
IWM
ISHARES TR
+$117.0K
31,612
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$117.0K
932
+4%
增持
ELME
WASHINGTON REAL ESTATE INVT
+$112.0K
17,750
+27%
减持
IEMG
ISHARES INC
-$107.0K
31,064
-2%
增持
—
ACCENTURE PLC IRELAND
+$105.0K
1,006
+3%
增持
CSX
CSX CORP
+$104.0K
9,562
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$102.0K
3,158
+37%
减持
VBR
VANGUARD INDEX FDS
-$101.0K
6,673
-13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$100.0K
2,397
+1%
减持
PPG
PPG INDS INC
+$94.0K
3,248
-0%
增持
QCOM
QUALCOMM INC
+$91.0K
1,616
+2%
增持
MA
MASTERCARD INCORPORATED
+$88.0K
6,904
+0%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$82.0K
836
+1%
增持
—
EXXON MOBIL CORP
+$80.0K
16,977
+4%
增持
ITOT
ISHARES TR
+$78.0K
8,811
+0%
减持
CFG
CITIZENS FINL GROUP INC
+$77.0K
286,364
-0%
增持
AMGN
AMGEN INC
+$72.0K
1,399
+22%
增持
GE
GENERAL ELECTRIC CO
-$65.0K
8,390
+1%
增持
CPT
CAMDEN PPTY TR
+$63.0K
2,003
+0%
减持
RWK
INVESCO EXCH TRADED FD TR II
+$58.0K
12,954
-3%
增持
HSY
HERSHEY CO
+$55.0K
2,270
+0%
增持
BAC
BK OF AMERICA CORP
+$54.0K
7,252
+15%
增持
DIS
DISNEY WALT CO
-$52.0K
5,157
+2%
增持
LLY
LILLY ELI CO
+$51.0K
991
+3%
增持
EQR
EQUITY RESIDENTIAL
+$51.0K
5,100
+0%
增持
CTAS
CINTAS CORP
+$51.0K
810
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$50.0K
4,328
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$45.0K
3,599
+2%
减持
KMX
CARMAX INC
-$44.0K
2,740
-13%
增持
SCHF
SCHWAB STRATEGIC TR
+$43.0K
31,921
+3%
增持
RY
ROYAL BK CDA
+$41.0K
5,726
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$41.0K
9,118
+1%
增持
ROST
ROSS STORES INC
+$39.0K
6,959
+0%
增持
VXUS
VANGUARD STAR FDS
+$36.0K
6,139
+10%
增持
KO
COCA COLA CO
+$30.0K
4,315
+0%
增持
CRM
SALESFORCE COM INC
-$25.0K
1,602
+1%
增持
IWO
ISHARES TR
+$24.0K
819
+11%
增持
—
JACOBS ENGR GROUP INC
+$21.0K
2,877
+0%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$21.0K
63,793
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$21.0K
2,405
+2%
增持
SBUX
STARBUCKS CORP
+$19.0K
2,305
+1%
减持
SCHD
SCHWAB STRATEGIC TR
+$18.0K
2,764
-0%
增持
WMT
WALMART INC
+$17.0K
1,918
+2%
增持
SCZ
ISHARES TR
+$15.0K
12,276
+4%
减持
TIP
ISHARES TR
+$14.0K
13,747
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$12.0K
39,559
-0%
减持
MRK
MERCK CO INC
-$12.0K
15,728
-3%
增持
DE
DEERE CO
+$12.0K
752
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$9.0K
4,320
+9%
增持
IXUS
ISHARES TR
+$7.0K
14,729
+1%
增持
JPM
JPMORGAN CHASE CO
-$6.0K
11,079
+3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.0K
652
+3%
增持
TXN
TEXAS INSTRS INC
-$4.0K
1,158
+0%
增持
V
VISA INC
+$3.0K
1,893
+3%
增持
WIP
SPDR SER TR
-$3.0K
5,504
+0%
增持
NFLX
NETFLIX INC
+$2.0K
811
+2%
减持
TFC
TRUIST FINL CORP
-$2.0K
4,360
-1%
增持
MINT
PIMCO ETF TR
+$0
28,033
+0%
