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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 20
增持 90
减持 37
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$20.0M
471,077
+2%
增持
AAPL
APPLE INC
+$11.1M
239,642
+12%
增持
IJH
ISHARES TR
+$4.7M
231,087
+4%
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
DDOG
DATADOG INC
+$4.5M
205,614
-5%
减持
SPYG
SPDR SER TR
+$4.0M
737,117
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$4.0M
128,897
-1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$4.0M
209,605
-27%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.2M
92,251
-41%
增持
SPYV
SPDR SER TR
+$3.1M
1,165,137
+0%
建仓
IBDV
ISHARES TR
+$2.7M
126,642
增持
IJR
ISHARES TR
+$2.6M
437,071
+3%
增持
MSFT
MICROSOFT CORP
+$2.0M
28,505
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
495,738
+7%
增持
DVY
ISHARES TR
+$1.8M
49,836
+53%
增持
VTIP
VANGUARD MALVERN FDS
+$1.7M
1,215,124
+4%
建仓
IBDW
ISHARES TR
+$1.7M
83,464
增持
CFG
CITIZENS FINL GROUP INC
-$1.3M
336,368
+1%
增持
IEFA
ISHARES TR
+$1.1M
446,032
+3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.0M
153,945
-0%
减持
USMV
ISHARES TR
-$1.0M
428,966
-5%
减持
AMZN
AMAZON COM INC
+$941.3K
38,100
-2%
减持
MDYG
SPDR SER TR
+$934.3K
310,385
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$909.6K
46,099
-0%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$830.8K
197,307
+0%
建仓
F
FORD MTR CO DEL
+$822.9K
54,390
增持
ORCL
ORACLE CORP
+$741.5K
12,218
+59%
增持
VTI
VANGUARD INDEX FDS
+$729.6K
44,484
+0%
减持
MDYV
SPDR SER TR
+$719.2K
355,753
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$608.7K
183,057
+8%
增持
SLYG
SPDR SER TR
+$596.0K
176,427
+0%
建仓
IVW
ISHARES TR
+$484.8K
6,879
增持
CROX
CROCS INC
-$404.0K
47,374
+5%
增持
TDTT
FLEXSHARES TR
-$394.6K
1,025,619
+1%
增持
BRO
BROWN & BROWN INC
+$383.0K
33,527
+0%
增持
MA
MASTERCARD INCORPORATED
+$371.5K
7,433
+6%
减持
NEAR
ISHARES U S ETF TR
-$371.3K
45,913
-14%
增持
AMAT
APPLIED MATLS INC
+$360.3K
15,802
+1%
建仓
—
LINDE PLC
+$348.3K
914
增持
VOO
VANGUARD INDEX FDS
+$339.8K
8,356
+3%
增持
IWM
ISHARES TR
+$337.4K
33,197
+1%
建仓
TFC
TRUIST FINL CORP
+$329.4K
10,854
减持
DFIP
DIMENSIONAL ETF TRUST
-$327.1K
181,625
-1%
减持
SDY
SPDR SER TR
-$314.2K
218,819
-0%
建仓
VO
VANGUARD INDEX FDS
+$313.3K
1,423
增持
IEMG
ISHARES INC
+$302.9K
101,691
+5%
增持
GOOG
ALPHABET INC
+$299.6K
14,988
+3%
建仓
VV
VANGUARD INDEX FDS
+$297.8K
1,469
增持
META
META PLATFORMS INC
+$290.2K
3,638
+2%
建仓
PM
PHILIP MORRIS INTL INC
+$284.6K
2,915
增持
IBMQ
ISHARES TR
+$277.7K
45,162
+35%
增持
QQQ
INVESCO QQQ TR
+$275.0K
2,699
+20%
建仓
AVGO
BROADCOM INC
+$271.5K
313
建仓
—
BLACKROCK INC
+$269.5K
390
建仓
T
AT&T INC
+$267.3K
16,761
增持
JPM
JPMORGAN CHASE & CO
+$262.7K
14,368
+2%
建仓
GS
GOLDMAN SACHS GROUP INC
+$255.8K
793
增持
NVDA
NVIDIA CORPORATION
+$255.1K
1,550
+7%
增持
V
VISA INC
+$242.2K
2,837
+48%
增持
LLY
LILLY ELI & CO
+$238.0K
1,305
+20%
建仓
KMX
CARMAX INC
+$231.0K
2,760
建仓
GSLC
GOLDMAN SACHS ETF TR
+$230.3K
2,638
增持
GOOGL
ALPHABET INC
+$226.3K
13,778
+0%
清仓
ICF
ISHARES TR
-$225.0K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$220.8K
1,938
清仓
QCOM
QUALCOMM INC
-$218.9K
0
-100%
减持
SLYV
SPDR SER TR
+$218.5K
257,118
-0%
清仓
—
ISHARES TR
-$214.2K
0
-100%
建仓
IUSV
ISHARES TR
+$210.5K
2,690
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$209.1K
7,109
+16%
增持
IVE
ISHARES TR
+$208.6K
3,439
+51%
建仓
SCHW
SCHWAB CHARLES CORP
+$207.5K
3,661
建仓
SUSA
ISHARES TR
+$205.4K
2,194
建仓
IJK
ISHARES TR
+$204.9K
2,732
增持
VB
VANGUARD INDEX FDS
+$198.0K
11,793
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$190.4K
7,853
-3%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$182.8K
30,596
+49%
增持
IBMP
ISHARES TR
+$172.3K
58,522
+15%
增持
ABBV
ABBVIE INC
-$168.9K
8,193
+3%
增持
SBUX
STARBUCKS CORP
+$163.8K
4,382
+69%
增持
IBDS
ISHARES TR
+$163.0K
1,042,721
+2%
增持
—
NATURA &CO HLDG S A
+$155.3K
56,777
+23%
增持
TSLA
TESLA INC
+$154.7K
2,527
+3%
增持
MRK
MERCK & CO INC
+$145.6K
15,680
+0%
增持
RWK
INVESCO EXCH TRADED FD TR II
+$141.6K
13,694
+6%
增持
OEF
ISHARES TR
+$140.0K
6,715
+0%
增持
GE
GENERAL ELECTRIC CO
+$130.9K
8,671
+1%
增持
ITOT
ISHARES TR
+$129.7K
13,354
+3%
减持
EFAV
ISHARES TR
-$122.8K
32,606
-5%
增持
IWF
ISHARES TR
+$115.9K
2,125
+11%
增持
IBMO
ISHARES TR
+$111.5K
59,066
+10%
增持
—
ISHARES TR
+$110.4K
29,141
+18%
增持
NFLX
NETFLIX INC
+$105.6K
904
+7%
增持
COST
COSTCO WHSL CORP NEW
+$105.5K
1,094
+12%
减持
SCZ
ISHARES TR
-$105.5K
181,902
-0%
增持
FBRT
FRANKLIN BSP RLTY TR INC
+$104.3K
25,030
+19%
增持
HD
HOME DEPOT INC
+$103.5K
5,758
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$100.5K
857
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$99.1K
14,548
+1%
增持
PG
PROCTER AND GAMBLE CO
+$89.4K
9,103
+5%
增持
TJX
TJX COS INC NEW
+$88.5K
11,583
+2%
增持
MCD
MCDONALDS CORP
+$88.3K
2,585
+6%
增持
BX
BLACKSTONE INC
+$84.5K
13,873
+1%
减持
VUG
VANGUARD INDEX FDS
+$76.7K
3,071
-3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$74.5K
697
+1%
增持
HON
HONEYWELL INTL INC
+$71.4K
2,715
+5%
增持
IWD
ISHARES TR
+$68.9K
2,576
+16%
增持
LOW
LOWES COS INC
+$67.0K
1,198
+18%
减持
PFE
PFIZER INC
-$62.0K
12,799
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$59.6K
1,060
+11%
减持
DIS
DISNEY WALT CO
-$57.4K
4,049
-3%
增持
—
ACCENTURE PLC IRELAND
+$57.2K
1,068
+12%
减持
SCHF
SCHWAB STRATEGIC TR
-$56.0K
33,560
-7%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$55.5K
6,846
+20%
增持
DEM
WISDOMTREE TR
+$53.6K
10,432
+14%
增持
CRM
SALESFORCE INC
+$51.5K
1,422
+14%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$49.7K
10,033
+3%
增持
VNQ
VANGUARD INDEX FDS
+$47.8K
54,686
+0%
减持
GIS
GENERAL MLS INC
-$44.5K
5,061
-0%
减持
ROST
ROSS STORES INC
+$41.2K
6,949
-0%
增持
WMT
WALMART INC
+$41.0K
2,120
+7%
增持
AMGN
AMGEN INC
+$39.9K
1,200
+28%
减持
ABT
ABBOTT LABS
+$37.4K
7,937
-3%
增持
BAC
BANK AMERICA CORP
+$37.3K
9,765
+15%
增持
IBDT
ISHARES TR
+$36.5K
1,013,122
+2%
增持
—
EXXON MOBIL CORP
+$36.3K
25,308
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$35.5K
9,265
+0%
增持
UNP
UNION PAC CORP
+$34.9K
2,368
+6%
减持
TIP
ISHARES TR
-$33.4K
6,414
-2%
增持
CMCSA
COMCAST CORP NEW
+$33.0K
5,944
+5%
减持
COMP
COMPASS INC
+$31.7K
237,009
-4%
减持
VBR
VANGUARD INDEX FDS
+$31.2K
5,848
-1%
增持
GBDC
GOLUB CAP BDC INC
+$29.9K
55,750
+5%
减持
DUK
DUKE ENERGY CORP NEW
-$29.6K
2,440
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$28.7K
1,810
+6%
增持
IBDU
ISHARES TR
-$28.5K
1,097,552
+2%
增持
IBDR
ISHARES TR
+$27.3K
1,024,180
+1%
减持
DHR
DANAHER CORPORATION
-$25.7K
1,442
-2%
增持
KO
COCA COLA CO
+$22.6K
7,246
+9%
减持
—
NUVEEN FLOATING RATE INCOME
-$21.9K
20,038
-10%
减持
BHP
BHP GROUP LTD
-$20.1K
4,197
-2%
减持
VOT
VANGUARD INDEX FDS
+$18.6K
1,814
-0%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$18.5K
36,567
-3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$18.4K
70,911
-1%
增持
HDV
ISHARES TR
-$18.3K
21,809
+0%
减持
VBK
VANGUARD INDEX FDS
+$17.5K
1,407
-0%
减持
SJM
SMUCKER J M CO
-$17.2K
1,723
-0%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$16.9K
20,143
+3%
增持
CVX
CHEVRON CORP NEW
-$16.6K
3,482
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$15.7K
3,359
+2%
增持
PEP
PEPSICO INC
+$15.1K
4,424
+0%
