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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 74
减持 62
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$27.3M
502,317
+1%
减持
VTIP
VANGUARD MALVERN FDS
-$11.3M
1,209,631
-17%
增持
IJH
ISHARES TR
+$8.4M
1,273,254
+412%
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
SPY
SPDR S&P 500 ETF TR
+$5.7M
125,206
-1%
减持
AAPL
APPLE INC
-$5.1M
240,426
-0%
增持
CFG
CITIZENS FINL GROUP INC
+$4.3M
420,721
+27%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.9M
639,587
+9%
减持
TDTT
FLEXSHARES TR
-$3.6M
462,870
-25%
减持
SPYG
SPDR SER TR
+$3.2M
694,399
-5%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$3.1M
246,225
+5%
减持
MDYG
SPDR SER TR
+$3.1M
301,972
-2%
增持
IJR
ISHARES TR
+$3.0M
497,202
+4%
增持
IBDW
ISHARES TR
+$2.9M
564,657
+35%
增持
IBDV
ISHARES TR
+$2.8M
789,420
+21%
增持
IEFA
ISHARES TR
+$2.4M
524,587
+1%
减持
SPYV
SPDR SER TR
+$2.2M
1,121,263
-3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.9M
719,880
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
529,588
+8%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.8M
44,646
-2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.4M
49,496
-35%
增持
MSFT
MICROSOFT CORP
+$1.3M
26,910
+1%
减持
SDY
SPDR SER TR
+$1.3M
210,687
-0%
减持
AMZN
AMAZON COM INC
+$1.0M
39,007
-1%
减持
VTI
VANGUARD INDEX FDS
+$974.7K
43,004
-0%
减持
NVDA
NVIDIA CORPORATION
+$927.2K
2,347
-3%
增持
CPNG
COUPANG INC
+$862.9K
59,449
+394%
减持
USMV
ISHARES TR
+$842.6K
393,734
-4%
增持
AMAT
APPLIED MATLS INC
+$801.7K
17,994
+0%
增持
DDOG
DATADOG INC
+$793.1K
193,214
+2%
减持
IBDR
ISHARES TR
-$723.3K
971,616
-3%
减持
MDYV
SPDR SER TR
+$626.4K
345,645
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$606.7K
8,803
+1%
建仓
SCHX
SCHWAB STRATEGIC TR
+$557.1K
8,977
增持
META
META PLATFORMS INC
+$556.0K
3,950
+3%
减持
DFIP
DIMENSIONAL ETF TRUST
-$530.4K
87,925
-13%
增持
IEMG
ISHARES INC
+$508.8K
165,506
+4%
增持
IBDU
ISHARES TR
+$459.7K
1,209,142
+3%
增持
SOXX
ISHARES TR
+$447.3K
13,200
+200%
增持
—
EXXON MOBIL CORP
+$441.1K
25,644
+1%
增持
MA
MASTERCARD INCORPORATED
+$416.1K
7,379
+0%
减持
CROX
CROCS INC
-$413.3K
28,297
-41%
增持
PJT
PJT PARTNERS INC
-$405.3K
157,056
+5%
减持
GE
GENERAL ELECTRIC CO
+$391.8K
8,553
-2%
减持
SLYG
SPDR SER TR
+$389.7K
175,796
-2%
清仓
—
NATURA &CO HLDG S A
-$389.5K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$380.3K
11,553
+2%
增持
IBDT
ISHARES TR
+$370.6K
1,095,765
+2%
减持
TSLA
TESLA INC
-$335.9K
3,739
-6%
增持
RJF
RAYMOND JAMES FINL INC
+$325.9K
10,409
+15%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$318.0K
51,879
-11%
减持
VOO
VANGUARD INDEX FDS
+$317.1K
8,437
-1%
减持
IBMO
ISHARES TR
-$300.3K
45,077
-20%
减持
SLYV
SPDR SER TR
-$297.0K
258,087
-1%
减持
IWM
ISHARES TR
+$283.7K
32,543
-0%
增持
IWR
ISHARES TR
+$273.5K
12,442
+25%
增持
LLY
ELI LILLY & CO
+$256.1K
1,286
+1%
建仓
CAT
CATERPILLAR INC
+$237.4K
648
增持
GOOGL
ALPHABET INC
+$231.2K
16,066
+2%
增持
ABBV
ABBVIE INC
+$230.7K
8,292
+0%
建仓
NVO
NOVO-NORDISK A S
+$230.1K
1,792
建仓
GBX
GREENBRIER COS INC
+$229.2K
4,400
建仓
PH
PARKER-HANNIFIN CORP
+$226.2K
407
减持
ORCL
ORACLE CORP
+$225.9K
11,198
-0%
增持
HD
HOME DEPOT INC
+$221.0K
5,722
+0%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$212.2K
2,895
建仓
ESGU
ISHARES TR
+$209.9K
1,826
建仓
GLW
CORNING INC
+$208.7K
6,333
建仓
MS
MORGAN STANLEY
+$207.7K
2,206
增持
MRK
MERCK & CO INC
+$205.3K
8,900
+0%
建仓
ISRG
INTUITIVE SURGICAL INC
+$202.7K
508
建仓
TXN
TEXAS INSTRS INC
+$200.3K
1,150
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$200.3K
16,137
+1%
减持
SCZ
ISHARES TR
+$197.1K
186,938
-1%
增持
GBDC
GOLUB CAP BDC INC
+$190.1K
62,050
+11%
增持
VB
VANGUARD INDEX FDS
+$181.6K
11,232
+0%
增持
IBMR
ISHARES TR
+$177.3K
42,289
+22%
减持
VNQ
VANGUARD INDEX FDS
-$172.8K
52,663
-2%
减持
IBMQ
ISHARES TR
-$169.9K
59,671
-9%
减持
IBDS
ISHARES TR
-$165.6K
1,086,879
-0%
减持
INTC
INTEL CORP
-$164.2K
18,756
-5%
增持
VUG
VANGUARD INDEX FDS
+$142.0K
2,947
+5%
增持
QQQ
INVESCO QQQ TR
+$142.0K
2,691
+5%
增持
DIS
DISNEY WALT CO
+$138.0K
3,854
+4%
减持
WSM
WILLIAMS SONOMA INC
+$137.8K
1,253
-3%
减持
ADBE
ADOBE INC
-$135.7K
1,287
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$135.4K
3,602
+7%
减持
GOOG
ALPHABET INC
+$135.2K
15,987
-2%
增持
NFLX
NETFLIX INC
+$132.8K
1,038
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
+$126.9K
62,218
-0%
减持
EFA
ISHARES TR
+$126.3K
33,017
-1%
增持
IXUS
ISHARES TR
+$125.3K
28,532
+2%
减持
HDV
ISHARES TR
+$125.0K
21,331
-2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$124.8K
58,411
-2%
增持
—
ACCENTURE PLC IRELAND
+$121.1K
1,205
+43%
增持
AVGO
BROADCOM INC
+$116.2K
481
+3%
减持
PFE
PFIZER INC
-$115.7K
8,379
-31%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$110.9K
20,060
-8%
建仓
PHAT
PHATHOM PHARMACEUTICALS INC
+$110.2K
10,376
增持
IWF
ISHARES TR
+$103.7K
1,996
+6%
减持
PG
PROCTER AND GAMBLE CO
+$91.1K
8,578
-3%
减持
—
ISHARES TR
-$90.3K
16,351
-17%
减持
ITOT
ISHARES TR
+$89.6K
17,386
-4%
建仓
—
GRITSTONE BIO INC
+$89.4K
34,786
增持
WMT
WALMART INC
+$86.5K
8,349
+216%
增持
VTV
VANGUARD INDEX FDS
+$85.3K
4,182
+5%
减持
IBMP
ISHARES TR
-$83.3K
58,633
-4%
增持
V
VISA INC
+$79.8K
3,717
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$79.7K
4,476
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$79.2K
6,427
+0%
减持
MRNA
MODERNA INC
-$75.4K
2,888
-25%
减持
COST
COSTCO WHSL CORP NEW
+$73.9K
1,092
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$72.3K
2,042
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$70.2K
13,125
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$67.0K
949
-7%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$66.2K
26,033
+22%
增持
CRM
SALESFORCE INC
+$59.5K
1,385
+2%
增持
LOW
LOWES COS INC
+$58.7K
1,707
+1%
增持
KO
COCA COLA CO
+$58.4K
6,864
+12%
增持
BAC
BANK AMERICA CORP
+$56.2K
9,470
+5%
增持
—
LINDE PLC
+$53.2K
892
+1%
增持
ACWV
ISHARES INC
+$49.5K
2,597
+16%
减持
VBR
VANGUARD INDEX FDS
+$45.8K
5,270
-2%
增持
DHR
DANAHER CORPORATION
+$45.1K
1,786
+3%
减持
NEE
NEXTERA ENERGY INC
+$44.9K
14,462
-0%
增持
BHP
BHP GROUP LTD
-$44.6K
4,306
+0%
增持
VOE
VANGUARD INDEX FDS
+$44.4K
3,013
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$42.7K
552
+5%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$42.6K
1,296
+1%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$42.3K
2,897
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$40.8K
8,630
-4%
减持
TIP
ISHARES TR
-$40.5K
2,991
-11%
增持
VO
VANGUARD INDEX FDS
+$39.4K
1,111
+8%
减持
CSCO
CISCO SYS INC
-$39.1K
9,495
-6%
增持
QCOM
QUALCOMM INC
+$36.1K
1,446
+0%
减持
TJX
TJX COS INC NEW
+$36.0K
11,051
-4%
增持
AVUV
AMERICAN CENTY ETF TR
+$33.5K
8,105
+0%
增持
GIS
GENERAL MLS INC
+$29.2K
5,262
+1%
减持
IWD
ISHARES TR
+$28.9K
2,208
-0%
减持
HSY
HERSHEY CO
+$27.8K
3,491
-0%
减持
CVX
CHEVRON CORP NEW
+$26.7K
3,680
-1%
增持
T
AT&T INC
+$26.4K
19,889
+3%
减持
QUAL
ISHARES TR
+$26.3K
1,912
-2%
增持
EEM
ISHARES TR
+$25.1K
17,171
+1%
增持
TFC
TRUIST FINL CORP
+$24.9K
11,257
+0%
增持
REGN
REGENERON PHARMACEUTICALS
+$24.6K
251
+2%
增持
VXUS
VANGUARD STAR FDS
+$23.9K
7,733
+1%
减持
RY
ROYAL BK CDA
-$23.6K
5,248
-4%
减持
ABT
ABBOTT LABS
+$21.8K
7,194
-1%
减持
F
FORD MTR CO DEL
+$20.0K
33,849
-4%
增持
CSX
CSX CORP
+$19.9K
7,391
+1%
