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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 10
增持 61
减持 75
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$29.1M
495,758
+3%
减持
PJT
PJT PARTNERS INC
-$10.8M
149,302
-54%
增持
IJH
ISHARES TR
+$9.1M
248,755
+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。
增持
IJR
ISHARES TR
+$8.3M
480,054
+4%
减持
TDTT
FLEXSHARES TR
-$7.7M
618,682
-36%
增持
IBDV
ISHARES TR
+$6.9M
652,770
+85%
增持
VTIP
VANGUARD MALVERN FDS
+$6.8M
1,457,326
+10%
减持
SPYV
SPDR SER TR
+$6.0M
1,157,172
-1%
增持
IEFA
ISHARES TR
+$5.5M
518,927
+8%
减持
SPY
SPDR S&P 500 ETF TR
+$5.4M
125,885
-1%
增持
IBDW
ISHARES TR
+$5.4M
419,262
+143%
减持
DDOG
DATADOG INC
+$4.8M
190,214
-5%
减持
AAPL
APPLE INC
+$4.1M
240,547
-3%
减持
SPYG
SPDR SER TR
+$4.0M
731,560
-1%
增持
SLYV
SPDR SER TR
+$3.6M
260,599
+4%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$3.6M
234,515
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.3M
588,921
+3%
增持
MDYV
SPDR SER TR
+$3.1M
349,449
+0%
增持
SLYG
SPDR SER TR
+$2.6M
178,704
+6%
减持
DFIP
DIMENSIONAL ETF TRUST
-$2.5M
100,709
-40%
增持
IBDU
ISHARES TR
+$2.4M
1,176,114
+4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.4M
732,943
-0%
增持
IEMG
ISHARES INC
+$2.3M
158,784
+31%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.2M
45,450
-1%
增持
MDYG
SPDR SER TR
+$2.1M
307,979
+1%
增持
CFG
CITIZENS FINL GROUP INC
+$2.1M
331,669
+0%
减持
SDY
SPDR SER TR
+$2.1M
211,180
-0%
增持
IBDT
ISHARES TR
+$2.0M
1,072,916
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
492,511
+4%
减持
USMV
ISHARES TR
+$1.7M
410,940
-2%
增持
IBDS
ISHARES TR
+$1.5M
1,087,895
+2%
增持
SCZ
ISHARES TR
+$1.4M
188,072
+4%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.4M
76,704
-27%
减持
MSFT
MICROSOFT CORP
+$1.1M
26,649
-6%
减持
MRK
MERCK & CO INC
-$961.0K
8,889
-53%
减持
IWM
ISHARES TR
+$740.2K
32,684
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$679.5K
58,437
-19%
减持
IWB
ISHARES TR
+$599.8K
22,103
-0%
减持
VNQ
VANGUARD INDEX FDS
+$596.6K
53,499
-2%
减持
AMZN
AMAZON COM INC
+$587.5K
39,490
-7%
减持
VTI
VANGUARD INDEX FDS
+$539.2K
43,006
-5%
清仓
VXF
VANGUARD INDEX FDS
-$512.0K
0
-100%
增持
EFA
ISHARES TR
+$489.6K
33,317
+14%
增持
VOO
VANGUARD INDEX FDS
+$448.1K
8,559
+2%
建仓
PFF
ISHARES TR
+$437.1K
14,013
增持
—
EXXON MOBIL CORP
-$411.7K
25,403
+1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$387.0K
62,289
-1%
建仓
MRNA
MODERNA INC
+$383.2K
3,853
增持
IBMR
ISHARES TR
+$368.5K
34,776
+59%
清仓
—
ACTIVISION BLIZZARD INC
-$367.5K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$355.4K
16,051
+4%
减持
JLL
JONES LANG LASALLE INC
-$335.6K
35,013
-29%
增持
JPM
JPMORGAN CHASE & CO
+$317.4K
11,369
+2%
减持
TIP
ISHARES TR
-$310.7K
3,366
-48%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$296.3K
2,010
减持
UBSI
UNITED BANKSHARES INC WEST V
+$295.1K
30,596
-1%
增持
INTC
INTEL CORP
+$292.5K
19,754
+0%
减持
—
ISHARES TR
-$276.8K
19,701
-36%
增持
CROX
CROCS INC
+$275.6K
47,986
+1%
增持
IBMQ
ISHARES TR
+$273.8K
65,566
+14%
减持
BX
BLACKSTONE INC
+$273.4K
13,388
-3%
建仓
WSM
WILLIAMS SONOMA INC
+$260.1K
1,289
减持
HD
HOME DEPOT INC
+$251.5K
5,696
-0%
减持
EFAV
ISHARES TR
-$249.1K
25,897
-17%
清仓
XLE
SELECT SECTOR SPDR TR
-$245.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$234.3K
2,410
+9%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$233.8K
1,284
增持
ITOT
ISHARES TR
+$232.3K
18,198
+2%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$221.1K
2,859
建仓
KMX
CARMAX INC
+$213.7K
2,785
建仓
QCOM
QUALCOMM INC
+$208.7K
1,443
减持
GOOG
ALPHABET INC
-$208.4K
16,313
-14%
建仓
CPT
CAMDEN PPTY TR
+$204.1K
2,056
建仓
CPNG
COUPANG INC
+$194.7K
12,027
减持
PEP
PEPSICO INC
-$185.8K
3,256
-25%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$176.0K
26,557
-25%
减持
MA
MASTERCARD INCORPORATED
+$170.1K
7,356
-2%
减持
IBMO
ISHARES TR
-$166.6K
56,563
-13%
增持
IXUS
ISHARES TR
+$160.1K
27,889
+1%
增持
GE
GENERAL ELECTRIC CO
+$151.0K
8,693
+0%
减持
AVGO
BROADCOM INC
-$149.8K
467
-42%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$140.7K
14,899
+0%
清仓
—
BLACKROCK MUNIHLDGS NY QLTY
-$132.2K
0
-100%
减持
VB
VANGUARD INDEX FDS
+$125.0K
11,184
-6%
减持
META
META PLATFORMS INC
+$122.5K
3,848
-7%
增持
NFLX
NETFLIX INC
+$114.7K
1,022
+1%
减持
AMAT
APPLIED MATLS INC
+$113.6K
17,950
-11%
增持
TFC
TRUIST FINL CORP
+$112.1K
11,212
+6%
增持
COST
COSTCO WHSL CORP NEW
+$108.6K
1,100
+1%
增持
RJF
RAYMOND JAMES FINL INC
+$101.5K
9,066
+0%
减持
URI
UNITED RENTALS INC
-$95.7K
648
-38%
减持
SCHF
SCHWAB STRATEGIC TR
+$89.0K
33,060
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$87.0K
12,747
+5%
减持
LOW
LOWES COS INC
-$85.9K
1,690
-24%
减持
ROST
ROSS STORES INC
+$85.8K
6,319
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.4K
3,378
+1%
增持
RY
ROYAL BK CDA
+$81.4K
5,468
+1%
减持
MCD
MCDONALDS CORP
+$81.3K
2,499
-0%
减持
IBMP
ISHARES TR
-$79.4K
61,345
-8%
减持
VO
VANGUARD INDEX FDS
-$79.1K
1,024
-33%
增持
LLY
ELI LILLY & CO
+$78.3K
1,277
+3%
减持
CSCO
CISCO SYS INC
-$78.2K
10,154
-8%
减持
CRM
SALESFORCE INC
+$78.0K
1,359
-1%
增持
NEE
NEXTERA ENERGY INC
+$74.6K
14,478
+3%
减持
V
VISA INC
+$72.5K
3,678
-4%
减持
UNP
UNION PAC CORP
+$71.4K
2,201
-4%
减持
LMT
LOCKHEED MARTIN CORP
+$71.0K
1,706
-1%
增持
CVX
CHEVRON CORP NEW
-$70.2K
3,713
+0%
增持
HDV
ISHARES TR
+$69.3K
21,825
+0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$69.1K
1,854
+0%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$67.6K
26,005
-1%
减持
PFE
PFIZER INC
-$65.6K
12,096
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$64.3K
8,678
-4%
增持
TSLA
TESLA INC
+$62.6K
3,997
+7%
增持
—
NATURA &CO HLDG S A
+$61.9K
56,940
+0%
减持
PPG
PPG INDS INC
+$61.7K
3,243
-1%
减持
IWF
ISHARES TR
+$61.3K
1,877
-2%
减持
F
FORD MTR CO DEL
-$59.6K
35,239
-11%
增持
DIS
DISNEY WALT CO
+$59.3K
3,695
+9%
增持
TJX
TJX COS INC NEW
+$58.2K
11,564
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$58.1K
3,827
+2%
减持
IBDR
ISHARES TR
-$58.0K
999,849
-3%
减持
GOOGL
ALPHABET INC
+$54.4K
15,704
-4%
增持
CVS
CVS HEALTH CORP
+$54.3K
5,234
+2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$53.6K
59,411
-5%
减持
HON
HONEYWELL INTL INC
+$53.0K
2,420
-2%
增持
ABBV
ABBVIE INC
+$51.0K
8,255
+0%
减持
ABT
ABBOTT LABS
+$49.6K
7,231
-6%
减持
XLK
SELECT SECTOR SPDR TR
+$48.2K
2,435
-5%
增持
T
AT&T INC
+$46.7K
19,286
+5%
减持
BHP
BHP GROUP LTD
+$45.8K
4,289
-1%
减持
DHR
DANAHER CORPORATION
-$45.7K
1,733
-4%
增持
SYY
SYSCO CORP
+$45.1K
6,001
+1%
增持
HSY
HERSHEY CO
-$43.8K
3,493
+1%
增持
—
LINDE PLC
+$43.4K
879
+3%
减持
GS
GOLDMAN SACHS GROUP INC
+$41.4K
758
-2%
减持
BNL
BROADSTONE NET LEASE INC
+$39.5K
14,288
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$38.7K
4,456
-0%
减持
VTV
VANGUARD INDEX FDS
+$33.6K
3,985
-2%
减持
BAC
BANK AMERICA CORP
+$33.1K
8,997
-9%
增持
FFIV
F5 INC
+$31.4K
1,716
+0%
减持
VXUS
VANGUARD STAR FDS
+$29.3K
7,633
-1%
减持
CL
COLGATE PALMOLIVE CO
+$28.0K
3,363
-0%
减持
ELME
ELME COMMUNITIES
+$27.9K
29,750
-0%
减持
CSX
CSX CORP
+$26.2K
7,329
-1%
增持
AMGN
AMGEN INC
+$26.0K
1,185
+1%
增持
SO
SOUTHERN CO
+$22.5K
3,761
+1%
增持
GIS
GENERAL MLS INC
+$22.1K
5,204
+5%
减持
J
JACOBS SOLUTIONS INC
-$21.0K
2,935
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$20.3K
6,423
-7%
