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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 9
增持 78
减持 49
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$23.7M
437,779
-8%
减持
EFAV
ISHARES TR
-$8.6M
33,958
-80%
增持
SCZ
ISHARES TR
+$8.0M
180,696
+1166%
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
SPYG
SPDR SER TR
+$6.9M
683,070
+31%
增持
SPYV
SPDR SER TR
+$6.9M
1,092,178
+31%
增持
IEFA
ISHARES TR
+$5.1M
271,224
+73%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$4.6M
584,673
+19%
增持
IBDR
ISHARES TR
+$3.5M
660,591
+33%
增持
IBDS
ISHARES TR
+$3.3M
660,209
+33%
增持
IBDT
ISHARES TR
+$3.2M
637,470
+33%
增持
AAPL
APPLE INC
+$3.1M
222,851
+10%
增持
IBDU
ISHARES TR
+$3.1M
688,658
+32%
减持
USMV
ISHARES TR
-$2.9M
462,298
-3%
减持
IJR
ISHARES TR
-$2.7M
384,486
-2%
减持
SPY
SPDR SP 500 ETF TR
-$2.7M
128,425
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.6M
756,691
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
573,337
+27%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$2.3M
56,960
增持
IEMG
ISHARES INC
+$1.9M
98,347
+110%
增持
AMZN
AMAZON COM INC
+$1.8M
45,141
+45%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.6M
99,951
-20%
增持
VTIP
VANGUARD MALVERN FDS
+$1.6M
1,328,482
+7%
减持
IJH
ISHARES TR
-$1.5M
203,075
-0%
增持
SDY
SPDR SER TR
-$1.5M
222,676
+0%
减持
COMP
COMPASS INC
-$1.4M
543,626
-27%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$1.1M
152,970
+1%
增持
CROX
CROCS INC
+$1.0M
49,570
+1%
增持
SLYV
SPDR SER TR
-$975.0K
257,067
+2%
增持
MDYV
SPDR SER TR
-$666.0K
361,736
+1%
增持
VNQ
VANGUARD INDEX FDS
-$566.0K
55,324
+1%
增持
MSFT
MICROSOFT CORP
-$563.0K
24,848
+0%
增持
RWL
INVESCO EXCH TRADED FD TR II
-$551.0K
203,024
+0%
减持
IWB
ISHARES TR
-$536.0K
21,433
-7%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$524.0K
7,049
增持
NEE
NEXTERA ENERGY INC
+$454.0K
14,207
+67%
减持
NEAR
ISHARES U S ETF TR
-$431.0K
148,884
-6%
减持
CFG
CITIZENS FINL GROUP INC
-$430.0K
322,758
-0%
增持
GOOG
ALPHABET INC
+$402.0K
21,173
+2734%
建仓
GS
GOLDMAN SACHS GROUP INC
+$370.0K
1,263
清仓
—
JACOBS ENGR GROUP INC
-$369.0K
0
-100%
增持
MINT
PIMCO ETF TR
+$351.0K
25,941
+16%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$349.0K
72,061
-1%
减持
VOO
VANGUARD INDEX FDS
-$328.0K
9,178
-5%
增持
—
ISHARES TR
+$328.0K
29,080
+82%
增持
VTI
VANGUARD INDEX FDS
-$322.0K
46,729
+1%
建仓
J
JACOBS SOLUTIONS INC
+$312.0K
2,876
减持
JNJ
JOHNSON JOHNSON
-$307.0K
17,261
-2%
减持
EFA
ISHARES TR
-$286.0K
27,766
-6%
增持
IBMO
ISHARES TR
+$274.0K
26,111
+79%
建仓
RJF
RAYMOND JAMES FINL INC
+$271.0K
2,745
增持
MDY
SPDR SP MIDCAP 400 ETF TR
-$270.0K
46,438
+1%
增持
MDYG
SPDR SER TR
+$264.0K
309,540
+2%
增持
IBMP
ISHARES TR
+$260.0K
19,794
+123%
清仓
SCHX
SCHWAB STRATEGIC TR
-$249.0K
0
-100%
清仓
KMX
CARMAX INC
-$249.0K
0
-100%
减持
INTC
INTEL CORP
-$245.0K
18,239
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$242.0K
34,297
-3%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$239.0K
0
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$236.0K
2,796
-42%
清仓
D
DOMINION ENERGY INC
-$236.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$224.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$216.0K
0
-100%
建仓
—
ENHABIT INC
+$211.0K
15,000
清仓
ACWV
ISHARES INC
-$211.0K
0
-100%
建仓
BHP
BHP GROUP LTD
+$209.0K
4,178
清仓
NVDA
NVIDIA CORPORATION
-$207.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$207.0K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$206.0K
0
-100%
建仓
RIO
RIO TINTO PLC
+$205.0K
3,717
清仓
CRM
SALESFORCE INC
-$205.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$202.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
-$201.0K
6,948
+1%
减持
IWD
ISHARES TR
-$200.0K
2,218
-36%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$200.0K
0
-100%
增持
HDV
ISHARES TR
-$198.0K
21,785
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$152.0K
6,011
-20%
增持
ABBV
ABBVIE INC
-$148.0K
7,859
+0%
增持
GOOGL
ALPHABET INC
-$148.0K
12,826
+1933%
减持
VBR
VANGUARD INDEX FDS
-$146.0K
5,823
-11%
增持
TSLA
TESLA INC
+$143.0K
1,883
+257%
增持
IWM
ISHARES TR
-$140.0K
31,558
+0%
增持
PG
PROCTER AND GAMBLE CO
-$140.0K
8,567
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$131.0K
31,502
-3%
增持
AMAT
APPLIED MATLS INC
-$130.0K
15,794
+1%
减持
PFE
PFIZER INC
-$126.0K
12,543
-3%
减持
BX
BLACKSTONE INC
-$121.0K
13,607
-1%
建仓
—
NEKTAR THERAPEUTICS
+$114.0K
35,582
减持
META
META PLATFORMS INC
-$103.0K
3,111
-4%
增持
ABT
ABBOTT LABS
-$99.0K
9,577
+1%
增持
ITOT
ISHARES TR
+$98.0K
14,905
+15%
减持
VB
VANGUARD INDEX FDS
-$96.0K
10,210
-2%
减持
ROST
ROSS STORES INC
+$95.0K
6,919
-0%
减持
COST
COSTCO WHSL CORP NEW
-$94.0K
1,009
-15%
减持
MRK
MERCK CO INC
-$89.0K
16,003
-1%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$88.0K
57,712
-5%
减持
SYY
SYSCO CORP
-$85.0K
5,961
-0%
减持
SHY
ISHARES TR
-$79.0K
6,615
-11%
减持
BRO
BROWN BROWN INC
+$72.0K
33,525
-0%
增持
TJX
TJX COS INC NEW
+$72.0K
11,364
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$71.0K
1,692
+0%
增持
IXUS
ISHARES TR
+$70.0K
20,926
+20%
增持
—
ISHARES TR
+$69.0K
12,888
+29%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$69.0K
3,291
+1%
增持
TSN
TYSON FOODS INC
-$65.0K
3,331
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$65.0K
843
+1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$63.0K
1,811
-0%
增持
ORCL
ORACLE CORP
-$58.0K
7,641
+2%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$57.0K
9,703
-0%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$51.0K
7,457
-1%
增持
—
EXXON MOBIL CORP
+$49.0K
24,188
+0%
增持
T
ATT INC
-$48.0K
11,656
+8%
减持
KO
COCA COLA CO
-$46.0K
6,506
-0%
减持
V
VISA INC
-$45.0K
1,879
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$43.0K
5,346
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$41.0K
2,448
-2%
增持
UNP
UNION PAC CORP
-$39.0K
2,221
+0%
减持
—
ACCENTURE PLC IRELAND
-$39.0K
921
-7%
增持
JPM
JPMORGAN CHASE CO
-$35.0K
14,386
+5%
增持
WMT
WALMART INC
+$35.0K
2,123
+7%
减持
CPT
CAMDEN PPTY TR
-$35.0K
2,000
-2%
减持
DV
DOUBLEVERIFY HLDGS INC
-$35.0K
11,834
-25%
增持
SCHW
SCHWAB CHARLES CORP
+$34.0K
3,833
+1%
增持
RY
ROYAL BK CDA
-$33.0K
5,784
+1%
增持
MCD
MCDONALDS CORP
-$32.0K
2,449
+1%
增持
VBK
VANGUARD INDEX FDS
+$29.0K
1,408
+13%
增持
QQQ
INVESCO QQQ TR
-$28.0K
2,243
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$27.0K
7,791
+1%
减持
VTV
VANGUARD INDEX FDS
-$26.0K
2,988
-0%
增持
LNT
ALLIANT ENERGY CORP
-$25.0K
4,919
+1%
增持
SCHV
SCHWAB STRATEGIC TR
-$24.0K
6,781
+1%
减持
HON
HONEYWELL INTL INC
-$24.0K
2,520
-1%
增持
CL
COLGATE PALMOLIVE CO
-$23.0K
3,004
+3%
增持
EQR
EQUITY RESIDENTIAL
-$22.0K
5,152
+1%
减持
CSX
CSX CORP
-$22.0K
8,614
-0%
增持
VOE
VANGUARD INDEX FDS
-$19.0K
2,957
+1%
增持
HD
HOME DEPOT INC
+$17.0K
7,330
+0%
增持
ED
CONSOLIDATED EDISON INC
-$17.0K
2,892
+4%
增持
AVUV
AMERICAN CENTY ETF TR
-$17.0K
9,156
+0%
增持
VXUS
VANGUARD STAR FDS
+$17.0K
7,874
+18%
增持
VOT
VANGUARD INDEX FDS
+$16.0K
1,859
+8%
减持
SJM
SMUCKER J M CO
+$16.0K
1,741
-0%
增持
CVS
CVS HEALTH CORP
+$16.0K
3,037
+3%
增持
SO
SOUTHERN CO
-$15.0K
5,464
+1%
减持
FFIV
F5 INC
-$15.0K
1,714
-0%
增持
DHR
DANAHER CORPORATION
+$15.0K
1,431
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$14.0K
990
+5%
增持
HSY
HERSHEY CO
+$14.0K
2,291
+0%
增持
AMGN
AMGEN INC
-$12.0K
923
+2%
减持
PPG
PPG INDS INC
-$12.0K
3,203
-0%
增持
DIS
DISNEY WALT CO
+$10.0K
4,926
+2%
