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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 19
增持 82
减持 46
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
TDTT
FLEXSHARES TR
+$23.7M
1,005,778
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$17.4M
409,429
-46%
增持
IVV
ISHARES TR
+$15.4M
448,713
+2%
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
IEFA
ISHARES TR
+$12.0M
426,600
+57%
减持
VTIP
VANGUARD MALVERN FDS
-$11.4M
1,123,254
-15%
增持
IBDT
ISHARES TR
+$7.7M
943,071
+48%
增持
IBDU
ISHARES TR
+$7.6M
1,021,610
+48%
增持
IBDS
ISHARES TR
+$7.6M
973,507
+47%
增持
IBDR
ISHARES TR
+$7.5M
973,236
+47%
增持
IJH
ISHARES TR
+$7.3M
214,162
+5%
增持
SPYV
SPDR SER TR
+$7.0M
1,148,677
+5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$5.5M
691,368
+18%
增持
IJR
ISHARES TR
+$5.1M
407,678
+6%
增持
DFIP
DIMENSIONAL ETF TRUST
+$5.0M
178,158
+213%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
130,196
+1%
增持
SDY
SPDR SER TR
+$3.4M
225,563
+1%
增持
DDOG
DATADOG INC
-$3.4M
220,501
+0%
增持
SPYG
SPDR SER TR
+$3.0M
734,075
+7%
减持
NEAR
ISHARES U S ETF TR
-$2.8M
91,434
-39%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.7M
154,240
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.7M
161,693
+62%
减持
AAPL
APPLE INC
-$2.6M
216,652
-3%
增持
MDYV
SPDR SER TR
+$2.6M
364,056
+1%
减持
USMV
ISHARES TR
+$2.6M
459,612
-1%
减持
PJT
PJT PARTNERS INC
+$2.4M
406,853
-2%
增持
SLYV
SPDR SER TR
+$2.1M
261,395
+2%
增持
CROX
CROCS INC
+$2.0M
50,205
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.0M
449,519
-22%
增持
MDYG
SPDR SER TR
+$1.9M
315,095
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.9M
46,329
-0%
减持
AMZN
AMAZON COM INC
-$1.7M
40,235
-11%
增持
SCZ
ISHARES TR
+$1.4M
181,443
+0%
减持
CFG
CITIZENS FINL GROUP INC
+$1.4M
317,025
-2%
减持
RWL
INVESCO EXCH TRADED FD TR II
+$924.2K
196,771
-3%
增持
SLYG
SPDR SER TR
+$858.6K
176,656
+1%
减持
GOOG
ALPHABET INC
-$741.7K
14,587
-31%
增持
MSFT
MICROSOFT CORP
+$699.3K
27,046
+9%
增持
IBMP
ISHARES TR
+$661.0K
45,623
+130%
建仓
GBDC
GOLUB CAP BDC INC
+$658.0K
50,000
建仓
IBMQ
ISHARES TR
+$652.7K
26,010
增持
—
EXXON MOBIL CORP
+$582.2K
24,426
+1%
减持
MINT
PIMCO ETF TR
-$542.7K
20,500
-21%
增持
IWM
ISHARES TR
+$542.0K
32,955
+4%
增持
IBMO
ISHARES TR
+$541.4K
46,982
+80%
增持
DVY
ISHARES TR
+$524.3K
32,722
+3%
减持
VTI
VANGUARD INDEX FDS
+$511.2K
46,536
-0%
减持
TIP
ISHARES TR
-$479.2K
8,914
-35%
增持
MA
MASTERCARD INCORPORATED
+$477.2K
7,055
+2%
增持
IWB
ISHARES TR
+$428.3K
22,123
+3%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$422.9K
37,567
-35%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$412.8K
71,671
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$398.0K
8,022
+3%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$378.0K
4,876
减持
JPM
JPMORGAN CHASE & CO
+$371.8K
13,980
-3%
清仓
GS
GOLDMAN SACHS GROUP INC
-$370.0K
0
-100%
减持
MRK
MERCK & CO INC
+$365.8K
15,717
-2%
减持
COMP
COMPASS INC
-$350.2K
390,896
-28%
建仓
BLND
BLEND LABS INC
+$341.3K
237,000
增持
EFA
ISHARES TR
+$336.9K
28,822
+4%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$324.0K
0
-100%
建仓
NBB
NUVEEN TAXABLE MUNICPAL INM
+$316.7K
19,845
增持
HDV
ISHARES TR
+$282.8K
21,794
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$277.3K
63,146
-1%
增持
JNJ
JOHNSON & JOHNSON
+$274.0K
17,515
+1%
清仓
RJF
RAYMOND JAMES FINL INC
-$271.0K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$265.2K
2,673
增持
VB
VANGUARD INDEX FDS
+$260.9K
10,929
+7%
增持
TSLA
TESLA INC
-$258.2K
1,955
+4%
增持
EFAV
ISHARES TR
+$258.0K
34,505
+2%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$253.1K
752
建仓
NFLX
NETFLIX INC
+$251.2K
852
减持
VOO
VANGUARD INDEX FDS
-$248.2K
7,869
-14%
增持
ROST
ROSS STORES INC
+$240.5K
7,095
+3%
减持
AMAT
APPLIED MATLS INC
+$239.2K
15,745
-0%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$237.3K
431
增持
SCHF
SCHWAB STRATEGIC TR
+$236.5K
34,849
+11%
增持
VTV
VANGUARD INDEX FDS
+$234.5K
4,300
+44%
建仓
SCHD
SCHWAB STRATEGIC TR
+$232.1K
3,073
增持
TJX
TJX COS INC NEW
+$229.5K
11,753
+3%
增持
ABBV
ABBVIE INC
+$229.3K
7,947
+1%
减持
HD
HOME DEPOT INC
-$229.2K
5,679
-23%
建仓
NVDA
NVIDIA CORPORATION
+$227.4K
1,556
建仓
CMCSA
COMCAST CORP NEW
+$224.1K
6,409
建仓
MDLZ
MONDELEZ INTL INC
+$223.7K
3,357
建仓
ACWV
ISHARES INC
+$222.8K
2,345
增持
ELME
ELME COMMUNITIES
+$217.6K
29,750
+68%
建仓
SCHB
SCHWAB STRATEGIC TR
+$209.0K
4,664
增持
GE
GENERAL ELECTRIC CO
+$208.9K
8,806
+3%
建仓
TXN
TEXAS INSTRS INC
+$208.7K
1,263
建仓
LOW
LOWES COS INC
+$203.4K
1,021
建仓
GLW
CORNING INC
+$200.5K
6,278
增持
VBR
VANGUARD INDEX FDS
+$197.9K
6,504
+12%
减持
PG
PROCTER AND GAMBLE CO
+$185.3K
8,361
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$180.3K
10,363
+72%
增持
ORCL
ORACLE CORP
+$172.8K
7,827
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$172.1K
1,698
+0%
增持
VOE
VANGUARD INDEX FDS
+$162.9K
3,866
+31%
增持
HON
HONEYWELL INTL INC
+$158.9K
2,706
+7%
减持
—
ISHARES TR
-$150.4K
22,890
-21%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$148.5K
33,297
-3%
增持
VYM
VANGUARD WHITEHALL FDS
+$143.1K
8,854
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$137.9K
866
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$136.7K
5,661
+6%
增持
PFE
PFIZER INC
+$130.6K
13,263
+6%
增持
PDN
INVESCO EXCH TRADED FD TR II
+$125.6K
25,543
+4%
增持
BRO
BROWN & BROWN INC
-$117.6K
33,534
+0%
减持
ITOT
ISHARES TR
-$115.7K
12,621
-15%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$109.4K
7,449
-0%
增持
BX
BLACKSTONE INC
-$106.8K
13,913
+2%
减持
CVX
CHEVRON CORP NEW
+$103.2K
3,567
-5%
增持
CSCO
CISCO SYS INC
+$101.8K
11,730
+3%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$97.9K
20,596
+0%
增持
V
VISA INC
+$93.6K
2,058
+10%
减持
SHY
ISHARES TR
-$81.6K
5,610
-15%
减持
DIS
DISNEY WALT CO
-$80.4K
4,427
-10%
减持
MCD
MCDONALDS CORP
+$79.6K
2,446
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$79.3K
9,197
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$76.8K
1,088
+10%
减持
VNQ
VANGUARD INDEX FDS
+$75.4K
54,685
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$68.7K
4,128
+8%
减持
NEE
NEXTERA ENERGY INC
+$68.6K
14,146
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.0K
3,244
-1%
增持
BAC
BANK AMERICA CORP
+$65.2K
8,912
+17%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$62.5K
5,467
-0%
增持
RIO
RIO TINTO PLC
+$60.1K
3,724
+0%
增持
BHP
BHP GROUP LTD
+$59.9K
4,333
+4%
增持
INTC
INTEL CORP
+$59.1K
20,019
+10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$57.9K
4,454
+0%
减持
DE
DEERE & CO
+$56.3K
698
-4%
减持
—
ISHARES TR
-$56.2K
10,593
-18%
减持
IXUS
ISHARES TR
+$55.3K
19,373
-7%
增持
LLY
LILLY ELI & CO
+$55.0K
1,088
+2%
增持
PPG
PPG INDS INC
+$52.4K
3,240
+1%
增持
VXUS
VANGUARD STAR FDS
+$48.0K
7,889
+0%
增持
CSX
CSX CORP
+$47.0K
8,910
+3%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$45.5K
7,482
+0%
增持
J
JACOBS SOLUTIONS INC
+$45.2K
2,975
+3%
增持
DHR
DANAHER CORPORATION
+$44.1K
1,560
+9%
减持
KO
COCA COLA CO
+$43.9K
6,412
-1%
增持
EEM
ISHARES TR
+$43.4K
13,282
+1%
减持
SCHV
SCHWAB STRATEGIC TR
+$42.8K
6,661
-2%
增持
—
NATURA &CO HLDG S A
-$40.5K
46,069
+5%
增持
GIS
GENERAL MLS INC
+$40.2K
5,047
+1%
增持
T
AT&T INC
+$40.1K
11,903
+2%
减持
COST
COSTCO WHSL CORP NEW
-$37.4K
963
-5%
增持
VXF
VANGUARD INDEX FDS
+$35.6K
3,572
+4%
减持
—
NEKTAR THERAPEUTICS
-$34.8K
35,063
-1%
减持
SJM
SMUCKER J M CO
+$34.3K
1,725
-1%
增持
—
ACCENTURE PLC IRELAND
+$33.0K
1,012
+10%
减持
SYY
SYSCO CORP
+$32.8K
5,949
-0%
