小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 15
增持 62
减持 62
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.1M
472,636
+158%
建仓
JLL
JONES LANG LASALLE INC
+$6.9M
49,217
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$5.3M
104,587
-50%
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
VTIP
VANGUARD MALVERN FDS
+$4.8M
1,320,087
+9%
增持
IBDV
ISHARES TR
+$4.5M
353,169
+179%
增持
AAPL
APPLE INC
-$4.2M
246,717
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$2.7M
127,406
-1%
减持
SDY
SPDR SER TR
-$2.5M
211,641
-3%
减持
SPYV
SPDR SER TR
-$2.3M
1,163,088
-0%
增持
IVV
ISHARES TR
-$2.3M
483,650
+3%
减持
DVY
ISHARES TR
-$2.1M
32,672
-34%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
569,402
+15%
减持
MDYV
SPDR SER TR
-$1.9M
347,900
-2%
减持
DDOG
DATADOG INC
-$1.9M
201,171
-2%
减持
TDTT
FLEXSHARES TR
-$1.9M
960,632
-6%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$1.8M
735,927
+378%
减持
SLYV
SPDR SER TR
-$1.7M
250,155
-3%
增持
IBDW
ISHARES TR
+$1.6M
172,388
+107%
减持
USMV
ISHARES TR
-$1.5M
419,623
-2%
减持
SPYG
SPDR SER TR
-$1.4M
735,322
-0%
减持
SLYG
SPDR SER TR
-$1.2M
168,477
-5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.2M
45,749
-1%
增持
CROX
CROCS INC
-$1.1M
47,680
+1%
减持
MDYG
SPDR SER TR
-$1.1M
306,014
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.0M
72,036
-22%
建仓
RJF
RAYMOND JAMES FINL INC
+$909.4K
9,055
减持
DFIP
DIMENSIONAL ETF TRUST
-$856.4K
167,125
-8%
增持
IEFA
ISHARES TR
+$854.4K
481,143
+8%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$784.8K
62,411
-12%
减持
MSFT
MICROSOFT CORP
-$755.1K
28,352
-1%
增持
IEMG
ISHARES INC
+$734.6K
120,760
+19%
增持
GOOG
ALPHABET INC
+$694.3K
19,017
+27%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$677.2K
210,670
+7%
增持
IJH
ISHARES TR
-$571.6K
240,036
+4%
建仓
IBMR
ISHARES TR
+$521.8K
21,856
增持
AMAT
APPLIED MATLS INC
+$511.6K
20,192
+28%
增持
GOOGL
ALPHABET INC
+$490.1K
16,348
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$481.5K
9,019
+15%
减持
JPM
JPMORGAN CHASE & CO
-$473.2K
11,147
-22%
减持
SCZ
ISHARES TR
-$471.5K
181,637
-0%
建仓
URI
UNITED RENTALS INC
+$467.2K
1,051
建仓
BKNG
BOOKING HOLDINGS INC
+$459.5K
149
增持
AMZN
AMAZON COM INC
+$445.9K
42,579
+12%
减持
VNQ
VANGUARD INDEX FDS
-$439.0K
54,594
-0%
增持
ADBE
ADOBE INC
+$435.8K
1,523
+119%
增持
IXUS
ISHARES TR
+$433.6K
27,516
+42%
增持
AVGO
BROADCOM INC
+$399.6K
808
+158%
减持
IWM
ISHARES TR
-$396.9K
32,929
-1%
增持
ITOT
ISHARES TR
+$376.1K
17,865
+34%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$374.8K
13,700
建仓
—
ACTIVISION BLIZZARD INC
+$367.5K
3,925
建仓
AOA
ISHARES TR
+$355.8K
5,604
减持
F
FORD MTR CO DEL
-$333.7K
39,388
-28%
增持
NVDA
NVIDIA CORPORATION
+$303.5K
2,205
+42%
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$298.8K
14,850
减持
NEE
NEXTERA ENERGY INC
-$280.4K
14,047
-4%
建仓
NVS
NOVARTIS AG
+$276.6K
2,715
清仓
—
BLACKROCK INC
-$269.5K
0
-100%
增持
TSLA
TESLA INC
+$269.1K
3,719
+47%
减持
ORCL
ORACLE CORP
-$268.8K
11,199
-8%
增持
IBMQ
ISHARES TR
+$267.7K
57,518
+27%
建仓
QUAL
ISHARES TR
+$257.9K
1,957
清仓
TXN
TEXAS INSTRS INC
-$249.1K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$245.8K
2,719
减持
—
EXXON MOBIL CORP
+$237.2K
25,102
-1%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$234.7K
0
-100%
清仓
KMX
CARMAX INC
-$231.0K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$230.3K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$220.8K
0
-100%
清仓
CPT
CAMDEN PPTY TR
-$220.1K
0
-100%
清仓
GLW
CORNING INC
-$219.6K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$219.0K
0
-100%
增持
V
VISA INC
+$211.3K
3,848
+36%
清仓
IJK
ISHARES TR
-$204.9K
0
-100%
建仓
IWO
ISHARES TR
+$202.2K
902
减持
JNJ
JOHNSON & JOHNSON
-$201.6K
15,859
-2%
建仓
REGN
REGENERON PHARMACEUTICALS
+$200.8K
244
增持
META
META PLATFORMS INC
+$195.5K
4,129
+13%
增持
LOW
LOWES COS INC
+$191.6K
2,223
+86%
减持
BX
BLACKSTONE INC
+$189.7K
13,808
-0%
减持
SBUX
STARBUCKS CORP
-$189.2K
2,683
-39%
减持
HSY
HERSHEY CO
-$175.4K
3,474
-0%
增持
IBMP
ISHARES TR
+$171.7K
66,932
+14%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$167.7K
21,872
+16%
建仓
JFR
NUVEEN FLOATING RATE INCOME
+$165.4K
20,143
清仓
—
NUVEEN FLOATING RATE INCOME
-$156.3K
0
-100%
减持
EFAV
ISHARES TR
-$156.1K
31,353
-4%
减持
SO
SOUTHERN CO
-$155.1K
3,727
-34%
增持
VTI
VANGUARD INDEX FDS
-$136.1K
45,491
+2%
增持
CVS
CVS HEALTH CORP
+$135.1K
5,141
+59%
减持
LMT
LOCKHEED MARTIN CORP
-$131.1K
1,717
-5%
减持
NEAR
ISHARES U S ETF TR
-$129.4K
43,163
-6%
增持
ABBV
ABBVIE INC
+$124.4K
8,240
+1%
增持
IBMO
ISHARES TR
+$122.3K
64,876
+10%
增持
MRK
MERCK & CO INC
+$120.8K
18,748
+20%
增持
VTV
VANGUARD INDEX FDS
+$120.4K
4,076
+31%
减持
ABT
ABBOTT LABS
-$119.0K
7,706
-3%
增持
EEM
ISHARES TR
+$116.6K
16,919
+27%
增持
IJR
ISHARES TR
+$115.5K
462,945
+6%
减持
CFG
CITIZENS FINL GROUP INC
+$113.2K
331,554
-1%
增持
VOO
VANGUARD INDEX FDS
-$112.8K
8,379
+0%
减持
MCD
MCDONALDS CORP
-$111.7K
2,504
-3%
减持
HON
HONEYWELL INTL INC
-$108.9K
2,460
-9%
增持
IBDT
ISHARES TR
+$108.2K
1,037,442
+2%
增持
DHR
DANAHER CORPORATION
+$100.5K
1,800
+25%
减持
RWK
INVESCO EXCH TRADED FD TR II
-$100.0K
12,954
-5%
减持
IVW
ISHARES TR
-$89.2K
5,782
-16%
减持
DIS
DISNEY WALT CO
-$87.2K
3,384
-16%
增持
WMT
WALMART INC
+$85.5K
2,618
+23%
增持
IBDS
ISHARES TR
+$85.0K
1,061,717
+2%
增持
VB
VANGUARD INDEX FDS
-$84.6K
11,958
+1%
增持
IBDR
ISHARES TR
-$83.2K
1,026,542
+0%
增持
ELME
ELME COMMUNITIES
-$82.6K
29,800
+0%
减持
PEP
PEPSICO INC
-$80.7K
4,360
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$80.5K
6,913
-3%
减持
KO
COCA COLA CO
-$80.3K
6,360
-12%
增持
RWJ
INVESCO EXCH TRADED FD TR II
-$77.7K
29,108
+190%
增持
IBDU
ISHARES TR
+$77.7K
1,128,664
+3%
减持
IWF
ISHARES TR
-$77.0K
1,909
-10%
增持
CVX
CHEVRON CORP NEW
+$76.2K
3,701
+6%
减持
QQQ
INVESCO QQQ TR
-$76.0K
2,571
-5%
减持
IVE
ISHARES TR
-$73.1K
3,128
-9%
减持
GIS
GENERAL MLS INC
-$71.3K
4,952
-2%
减持
IWD
ISHARES TR
-$69.8K
2,218
-14%
增持
EFA
ISHARES TR
-$68.7K
29,322
+2%
减持
PG
PROCTER AND GAMBLE CO
-$67.9K
9,004
-1%
减持
HD
HOME DEPOT INC
-$66.2K
5,701
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$66.1K
12,143
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$66.0K
583
+33%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$65.2K
2,332
-18%
减持
SYY
SYSCO CORP
-$63.9K
5,962
-3%
减持
SCHF
SCHWAB STRATEGIC TR
-$63.5K
33,360
-1%
增持
IVOO
VANGUARD ADMIRAL FDS INC
-$59.9K
14,898
+0%
增持
DGRW
WISDOMTREE TR
+$58.6K
7,306
+20%
减持
PFE
PFIZER INC
-$55.6K
12,477
-3%
增持
J
JACOBS SOLUTIONS INC
+$54.7K
2,945
+1%
增持
UBSI
UNITED BANKSHARES INC WEST V
-$54.0K
30,944
+1%
减持
LLY
ELI LILLY & CO
+$54.0K
1,240
-5%
减持
DFAT
DIMENSIONAL ETF TRUST
-$53.3K
62,871
-0%
增持
PPG
PPG INDS INC
-$53.2K
3,261
+1%
增持
IWN
ISHARES TR
-$49.1K
12,671
+1%
减持
AMGN
AMGEN INC
+$48.8K
1,173
-2%
增持
INTC
INTEL CORP
+$47.8K
19,695
+1%
减持
RY
ROYAL BK CDA
-$47.3K
5,393
-1%
减持
TJX
TJX COS INC NEW
+$44.5K
11,551
-0%
增持
MA
MASTERCARD INCORPORATED
+$43.9K
7,495
+1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$40.7K
856
-0%
增持
SJM
SMUCKER J M CO
-$40.0K
1,745
+1%
增持
SUSA
ISHARES TR
+$36.9K
2,694
+23%
增持
BRO
BROWN & BROWN INC
+$34.1K
33,535
+0%
