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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 31
增持 68
减持 42
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SER TR
+$8.2M
876,174
+29%
增持
IEFA
ISHARES TR
+$6.8M
177,918
+137%
增持
DDOG
DATADOG INC
-$5.8M
218,973
+0%
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
VEA
VANGUARD TAX-MANAGED INTL FD
-$4.8M
342,795
-17%
增持
IVV
ISHARES TR
-$4.5M
460,411
+3%
增持
SPYG
SPDR SER TR
+$3.8M
558,297
+22%
增持
PJT
PJT PARTNERS INC
-$3.1M
413,439
+5%
减持
SPY
SPDR SP 500 ETF TR
-$3.1M
129,281
-0%
增持
AAPL
APPLE INC
+$2.6M
196,678
+10%
增持
VTIP
VANGUARD MALVERN FDS
+$2.5M
1,206,995
+5%
建仓
SHY
ISHARES TR
+$2.4M
28,428
增持
IJR
ISHARES TR
+$2.3M
405,457
+12%
减持
USMV
ISHARES TR
-$2.2M
483,733
-2%
增持
CROX
CROCS INC
-$2.1M
40,923
+1%
增持
IEMG
ISHARES INC
+$1.9M
67,599
+118%
增持
MDYV
SPDR SER TR
+$1.5M
345,505
+8%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$1.5M
1,620,776
-1%
增持
CFG
CITIZENS FINL GROUP INC
+$1.1M
322,743
+13%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$1.1M
4,625
增持
MDY
SPDR SP MIDCAP 400 ETF TR
-$1.0M
44,927
+1%
增持
—
EXXON MOBIL CORP
+$919.0K
23,711
+40%
增持
JNJ
JOHNSON JOHNSON
+$915.0K
17,761
+36%
增持
SLYV
SPDR SER TR
+$857.0K
250,472
+6%
减持
EFAV
ISHARES TR
-$850.0K
171,406
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$842.0K
66,651
-16%
增持
HD
HOME DEPOT INC
+$812.0K
9,146
+97%
建仓
LMT
LOCKHEED MARTIN CORP
+$751.0K
1,703
建仓
SYY
SYSCO CORP
+$748.0K
9,160
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$721.0K
532,878
-2%
建仓
NEE
NEXTERA ENERGY INC
+$715.0K
8,439
建仓
CVS
CVS HEALTH CORP
+$705.0K
6,972
增持
AMAT
APPLIED MATLS INC
+$698.0K
15,665
+80%
建仓
ORCL
ORACLE CORP
+$622.0K
7,528
建仓
UNP
UNION PAC CORP
+$622.0K
2,278
增持
ABBV
ABBVIE INC
+$603.0K
7,960
+57%
建仓
CVX
CHEVRON CORP NEW
+$591.0K
3,635
建仓
SYK
STRYKER CORPORATION
+$566.0K
2,117
建仓
GLDM
WORLD GOLD TR
+$553.0K
14,381
增持
VTI
VANGUARD INDEX FDS
-$553.0K
40,471
+0%
增持
IWM
ISHARES TR
-$543.0K
31,613
+0%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$529.0K
1
建仓
KRBN
KRANESHARES TR
+$519.0K
11,124
增持
UBSI
UNITED BANKSHARES INC WEST V
+$515.0K
20,587
+268%
减持
META
META PLATFORMS INC
-$500.0K
3,719
-6%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$450.0K
1,811
减持
VNQ
VANGUARD INDEX FDS
-$428.0K
54,891
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$416.0K
7,798
-0%
增持
MCD
MCDONALDS CORP
+$397.0K
2,568
+189%
建仓
SO
SOUTHERN CO
+$395.0K
5,454
减持
NEAR
ISHARES U S ETF TR
-$375.0K
320,784
-2%
增持
PG
PROCTER AND GAMBLE CO
+$364.0K
8,600
+48%
建仓
FFIV
F5 INC
+$362.0K
1,734
清仓
CTAS
CINTAS CORP
-$359.0K
0
-100%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$348.0K
7,776
建仓
GIS
GENERAL MLS INC
+$342.0K
5,053
建仓
DGRW
WISDOMTREE TR
+$331.0K
5,191
建仓
LNT
ALLIANT ENERGY CORP
+$305.0K
4,876
增持
ABT
ABBOTT LABS
+$296.0K
9,395
+62%
建仓
TSN
TYSON FOODS INC
+$295.0K
3,294
建仓
ED
CONSOLIDATED EDISON INC
+$292.0K
3,082
增持
INTC
INTEL CORP
+$291.0K
19,409
+49%
清仓
SBUX
STARBUCKS CORP
-$270.0K
0
-100%
清仓
TSPH
TUSIMPLE HLDGS INC
-$254.0K
0
-100%
清仓
LOW
LOWES COS INC
-$244.0K
0
-100%
建仓
D
DOMINION ENERGY INC
+$240.0K
2,829
建仓
SJM
SMUCKER J M CO
+$237.0K
1,750
建仓
GLW
CORNING INC
+$234.0K
6,350
建仓
MDLZ
MONDELEZ INTL INC
+$232.0K
3,687
建仓
DOW
DOW INC
+$230.0K
3,607
建仓
GBX
GREENBRIER COS INC
+$227.0K
4,400
减持
SDY
SPDR SER TR
-$227.0K
222,984
-0%
建仓
T
ATT INC
+$225.0K
9,496
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$224.0K
4,796
+74%
增持
HDV
ISHARES TR
+$222.0K
19,264
+6%
减持
AMZN
AMAZON COM INC
-$220.0K
1,614
-2%
清仓
IVW
ISHARES TR
-$217.0K
0
-100%
清仓
NKE
NIKE INC
-$216.0K
0
-100%
减持
EEM
ISHARES TR
-$213.0K
12,483
-22%
减持
NFLX
NETFLIX INC
-$210.0K
743
-8%
清仓
EES
WISDOMTREE TR
-$208.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$208.0K
8,471
+96%
清仓
IAU
GOLD TR
-$202.0K
0
-100%
清仓
APD
AIR PRODS CHEMS INC
-$202.0K
0
-100%
减持
TJX
TJX COS INC NEW
-$192.0K
12,403
-0%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$188.0K
202,679
+0%
增持
DVY
ISHARES TR
+$180.0K
31,913
+0%
增持
PFE
PFIZER INC
+$174.0K
13,341
+53%
增持
ROST
ROSS STORES INC
-$165.0K
6,968
+0%
增持
KO
COCA COLA CO
+$153.0K
6,578
+52%
减持
CRM
SALESFORCE COM INC
-$152.0K
1,200
-25%
减持
DIS
DISNEY WALT CO
-$150.0K
4,725
-8%
减持
ITOT
ISHARES TR
-$146.0K
7,898
-10%
减持
PPG
PPG INDS INC
-$142.0K
3,189
-2%
增持
IJH
ISHARES TR
+$137.0K
211,152
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$122.0K
5,340
+23%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$117.0K
40,059
+1%
增持
MRK
MERCK CO INC
+$117.0K
16,115
+2%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$114.0K
63,030
-1%
增持
EFA
ISHARES TR
+$103.0K
31,296
+12%
减持
AMGN
AMGEN INC
-$97.0K
905
-35%
减持
VUG
VANGUARD INDEX FDS
-$94.0K
2,761
-0%
减持
—
ACCENTURE PLC IRELAND
-$94.0K
958
-5%
增持
KMX
CARMAX INC
-$90.0K
2,767
+1%
增持
SLYG
SPDR SER TR
-$87.0K
164,959
+10%
建仓
—
DARIOHEALTH CORP
+$86.0K
14,642
减持
BX
BLACKSTONE INC
-$83.0K
13,838
-3%
增持
VB
VANGUARD INDEX FDS
-$81.0K
7,513
+1%
减持
TIP
ISHARES TR
-$80.0K
13,614
-1%
减持
VOT
VANGUARD INDEX FDS
-$79.0K
1,712
-5%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$76.0K
150,738
+0%
增持
DE
DEERE CO
+$76.0K
805
+7%
增持
CSCO
CISCO SYS INC
-$75.0K
11,203
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$74.0K
650
-0%
增持
ARKK
ARK ETF TR
+$72.0K
6,817
+70%
增持
JPM
JPMORGAN CHASE CO
+$71.0K
13,392
+21%
减持
VBK
VANGUARD INDEX FDS
-$71.0K
1,248
-8%
减持
—
NATURA CO HLDG S A
+$70.0K
44,000
-0%
增持
TSLA
TESLA INC
+$65.0K
511
+11%
增持
QQQ
INVESCO QQQ TR
-$60.0K
2,294
+2%
增持
SCHG
SCHWAB STRATEGIC TR
-$59.0K
5,747
+92%
减持
PEP
PEPSICO INC
-$58.0K
4,628
-4%
增持
MDYG
SPDR SER TR
+$58.0K
288,166
+10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$57.0K
358
-11%
增持
VOO
VANGUARD INDEX FDS
-$53.0K
8,983
+4%
增持
—
NUVEEN FLOATING RATE INCOME
+$52.0K
15,550
+48%
增持
GOOG
ALPHABET INC
-$52.0K
750
+1%
减持
QCOM
QUALCOMM INC
-$50.0K
1,610
-0%
增持
IXUS
ISHARES TR
-$48.0K
14,969
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$45.0K
2,664
+11%
减持
XLK
SELECT SECTOR SPDR TR
-$45.0K
2,928
-0%
增持
DHR
DANAHER CORPORATION
-$44.0K
1,370
+1%
增持
GOOGL
ALPHABET INC
-$44.0K
638
+2%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$44.0K
14,394
+35%
减持
VOE
VANGUARD INDEX FDS
-$43.0K
2,987
-8%
减持
VBR
VANGUARD INDEX FDS
-$40.0K
6,558
-2%
增持
LLY
LILLY ELI CO
+$38.0K
1,089
+10%
减持
CSX
CSX CORP
-$35.0K
8,667
-9%
增持
BSV
VANGUARD BD INDEX FDS
+$33.0K
6,420
+11%
减持
BAC
BK OF AMERICA CORP
-$33.0K
7,036
-3%
减持
IWD
ISHARES TR
-$32.0K
3,463
-4%
减持
SCHV
SCHWAB STRATEGIC TR
-$29.0K
6,741
-3%
增持
WMT
WALMART INC
+$29.0K
2,059
+7%
减持
VTV
VANGUARD INDEX FDS
-$27.0K
3,181
-6%
增持
HON
HONEYWELL INTL INC
-$26.0K
2,559
+2%
减持
CMCSA
COMCAST CORP NEW
-$25.0K
5,362
-2%
增持
CL
COLGATE PALMOLIVE CO
-$25.0K
2,855
+1%
增持
SCHF
SCHWAB STRATEGIC TR
-$24.0K
33,146
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$24.0K
2,938
+23%
建仓
—
UPHEALTH INC
+$24.0K
20,000
增持
V
VISA INC
+$23.0K
1,955
+3%
