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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 6
增持 60
减持 74
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$20.3M
287,613
-58%
增持
IVV
ISHARES TR
+$17.6M
462,212
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$12.7M
155,511
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。
-62%
减持
AAPL
APPLE INC
+$7.2M
214,488
-1%
减持
PJT
PJT PARTNERS INC
-$6.3M
327,560
-19%
增持
IJH
ISHARES TR
+$3.9M
222,861
+4%
增持
SPYG
SPDR SER TR
+$3.7M
739,236
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$3.4M
1,168,506
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$3.4M
129,817
-0%
增持
IEFA
ISHARES TR
+$2.7M
433,878
+2%
增持
SPYV
SPDR SER TR
+$2.5M
1,159,631
+1%
增持
CFG
CITIZENS FINL GROUP INC
-$2.4M
331,469
+5%
增持
IJR
ISHARES TR
+$2.3M
423,088
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
463,765
+3%
增持
IBDU
ISHARES TR
+$2.0M
1,078,173
+6%
增持
IBDT
ISHARES TR
+$1.9M
993,784
+5%
减持
NEAR
ISHARES U S ETF TR
-$1.9M
53,510
-41%
增持
IBDS
ISHARES TR
+$1.6M
1,020,995
+5%
增持
IBDR
ISHARES TR
+$1.3M
1,011,809
+4%
减持
MSFT
MICROSOFT CORP
+$1.2M
26,674
-1%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
18,917
减持
SDY
SPDR SER TR
-$1.1M
219,360
-3%
增持
TDTT
FLEXSHARES TR
+$871.6K
1,014,789
+1%
减持
MDYG
SPDR SER TR
+$716.5K
311,292
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$653.5K
46,176
-0%
减持
AMZN
AMAZON COM INC
+$645.7K
38,972
-3%
增持
SCZ
ISHARES TR
+$586.2K
182,055
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$535.3K
169,259
+5%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$530.0K
0
-100%
增持
DFIP
DIMENSIONAL ETF TRUST
+$497.0K
182,825
+3%
减持
DDOG
DATADOG INC
-$474.5K
216,520
-2%
清仓
SHY
ISHARES TR
-$455.4K
0
-100%
增持
IEMG
ISHARES INC
+$453.5K
96,526
+6%
减持
JNJ
JOHNSON & JOHNSON
-$413.9K
17,291
-1%
减持
RWL
INVESCO EXCH TRADED FD TR II
+$404.5K
196,501
-0%
减持
AMAT
APPLIED MATLS INC
+$390.5K
15,662
-1%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$378.0K
0
-100%
增持
HSY
HERSHEY CO
+$358.5K
3,479
+53%
清仓
SCHW
SCHWAB CHARLES CORP
-$343.7K
0
-100%
清仓
BLND
BLEND LABS INC
-$341.3K
0
-100%
清仓
NBB
NUVEEN TAXABLE MUNICPAL INM
-$316.7K
0
-100%
减持
META
META PLATFORMS INC
+$306.6K
3,557
-4%
增持
VOO
VANGUARD INDEX FDS
+$298.6K
8,146
+4%
减持
CROX
CROCS INC
+$287.0K
45,324
-10%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$279.5K
0
-100%
增持
TSLA
TESLA INC
+$266.0K
2,443
+25%
建仓
FBRT
FRANKLIN BSP RLTY TR INC
+$250.1K
20,964
建仓
CRM
SALESFORCE INC
+$248.9K
1,246
减持
USMV
ISHARES TR
-$241.9K
452,243
-2%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$234.8K
2,862
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$227.8K
154,089
-0%
减持
SLYV
SPDR SER TR
+$227.7K
257,659
-1%
减持
TIP
ISHARES TR
-$225.1K
6,564
-26%
减持
SLYG
SPDR SER TR
+$220.2K
176,025
-0%
减持
GOOG
ALPHABET INC
+$219.2K
14,553
-0%
清仓
T
AT&T INC
-$219.1K
0
-100%
建仓
QCOM
QUALCOMM INC
+$218.9K
1,716
增持
VUG
VANGUARD INDEX FDS
+$212.8K
3,176
+17%
清仓
TSN
TYSON FOODS INC
-$209.2K
0
-100%
增持
IBMQ
ISHARES TR
+$205.8K
33,538
+29%
减持
GOOGL
ALPHABET INC
+$199.7K
13,718
-1%
增持
IBMO
ISHARES TR
+$191.4K
53,889
+15%
减持
MDYV
SPDR SER TR
+$187.7K
359,405
-1%
减持
NVDA
NVIDIA CORPORATION
+$173.2K
1,442
-7%
减持
BX
BLACKSTONE INC
+$173.0K
13,720
-1%
减持
VTI
VANGUARD INDEX FDS
+$172.1K
44,435
-5%
减持
VTV
VANGUARD INDEX FDS
-$156.2K
3,239
-25%
增持
IBMP
ISHARES TR
+$150.5K
50,846
+11%
减持
PFE
PFIZER INC
-$148.1K
13,026
-2%
增持
VB
VANGUARD INDEX FDS
+$141.6K
11,329
+4%
增持
IWM
ISHARES TR
+$133.5K
32,957
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$130.0K
35,990
+3%
减持
EFAV
ISHARES TR
+$129.7K
34,349
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$126.9K
952
-13%
增持
QQQ
INVESCO QQQ TR
+$124.0K
2,250
+0%
减持
DVY
ISHARES TR
-$117.8K
32,672
-0%
减持
INTC
INTEL CORP
+$115.9K
19,744
-1%
减持
COMP
COMPASS INC
-$112.9K
247,009
-37%
减持
VOE
VANGUARD INDEX FDS
-$112.9K
3,058
-21%
增持
HD
HOME DEPOT INC
-$108.6K
5,710
+1%
增持
ITOT
ISHARES TR
+$106.6K
12,997
+3%
减持
MA
MASTERCARD INCORPORATED
+$98.6K
7,022
-0%
减持
VBR
VANGUARD INDEX FDS
-$96.7K
5,897
-9%
减持
CVS
CVS HEALTH CORP
-$94.5K
2,956
-12%
减持
NEE
NEXTERA ENERGY INC
-$94.2K
14,120
-0%
减持
HON
HONEYWELL INTL INC
-$88.0K
2,574
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$85.9K
6,140
+8%
减持
ROST
ROSS STORES INC
-$85.5K
6,954
-2%
减持
GE
GENERAL ELECTRIC CO
+$83.7K
8,594
-2%
减持
ABT
ABBOTT LABS
-$83.7K
8,176
-2%
增持
IXUS
ISHARES TR
+$82.8K
19,436
+0%
减持
MRK
MERCK & CO INC
-$80.1K
15,638
-1%
清仓
—
NEKTAR THERAPEUTICS
-$79.2K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$75.7K
3,460
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$75.0K
4,442
-0%
减持
ORCL
ORACLE CORP
+$73.8K
7,679
-2%
增持
GBDC
GOLUB CAP BDC INC
+$64.7K
53,300
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$59.4K
5,610
+20%
减持
—
ISHARES TR
-$58.6K
8,278
-22%
增持
VYM
VANGUARD WHITEHALL FDS
+$56.2K
9,614
+9%
增持
HDV
ISHARES TR
-$55.4K
21,802
+0%
增持
—
ISHARES TR
+$53.4K
24,690
+8%
减持
BAC
BANK AMERICA CORP
-$52.4K
8,490
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$51.1K
11,813
+14%
增持
JPM
JPMORGAN CHASE & CO
-$47.8K
14,020
+0%
增持
COST
COSTCO WHSL CORP NEW
+$43.8K
973
+1%
减持
CSCO
CISCO SYS INC
+$43.4K
11,521
-2%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$43.1K
14,897
+100%
减持
DHR
DANAHER CORPORATION
-$42.3K
1,475
-5%
减持
TJX
TJX COS INC NEW
-$41.9K
11,404
-3%
减持
NFLX
NETFLIX INC
+$41.4K
847
-1%
减持
MCD
MCDONALDS CORP
+$38.4K
2,443
-0%
减持
DIS
DISNEY WALT CO
+$34.3K
4,184
-5%
减持
DFAT
DIMENSIONAL ETF TRUST
+$31.4K
63,071
-0%
增持
TXN
TEXAS INSTRS INC
+$29.4K
1,280
+1%
增持
PG
PROCTER AND GAMBLE CO
+$24.7K
8,689
+4%
增持
LLY
LILLY ELI & CO
-$24.0K
1,089
+0%
增持
GLW
CORNING INC
+$23.6K
6,352
+1%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$23.3K
10,934
+100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$23.3K
3,309
+2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$22.3K
1,813
-0%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$21.9K
2,832
+1%
减持
PPG
PPG INDS INC
+$21.8K
3,213
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$21.5K
1,702
+0%
减持
CPT
CAMDEN PPTY TR
-$21.5K
2,001
-3%
减持
EQR
EQUITY RESIDENTIAL
-$21.2K
5,119
-8%
减持
CL
COLGATE PALMOLIVE CO
-$19.2K
2,896
-4%
增持
IVE
ISHARES TR
+$19.2K
2,278
+1%
减持
VXUS
VANGUARD STAR FDS
+$17.1K
7,700
-2%
增持
IWN
ISHARES TR
-$16.4K
12,547
+0%
减持
—
EXXON MOBIL CORP
-$16.2K
24,421
-0%
增持
MDLZ
MONDELEZ INTL INC
+$15.7K
3,434
+2%
建仓
—
PHENOMEX INC
+$15.1K
13,005
减持
BRO
BROWN & BROWN INC
+$14.6K
33,525
-0%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$14.4K
5,726
+0%
减持
DE
DEERE & CO
-$14.4K
690
-1%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$13.6K
19,577
+2%
减持
J
JACOBS SOLUTIONS INC
-$13.5K
2,925
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$13.2K
691
-8%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$12.7K
846
-2%
增持
ABBV
ABBVIE INC
-$11.6K
7,986
+0%
减持
VNQ
VANGUARD INDEX FDS
+$11.4K
54,453
-0%
增持
UNP
UNION PAC CORP
-$10.9K
2,234
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$10.7K
2,577
+2%
减持
SO
SOUTHERN CO
-$10.4K
5,643
-0%
减持
CMCSA
COMCAST CORP NEW
-$10.1K
5,645
-12%
减持
CSX
CSX CORP
-$10.0K
8,886
-0%
增持
GIS
GENERAL MLS INC
+$9.5K
5,063
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.5K
8,056
+0%
减持
LNT
ALLIANT ENERGY CORP
-$9.4K
5,054
-0%
