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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 17
增持 68
减持 60
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$16.7M
513,066
+2%
建仓
NYF
ISHARES TR
+$9.5M
177,961
减持
AAPL
APPLE INC
+$9.2M
239,596
-0%
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
SPYG
SPDR SER TR
+$4.3M
687,678
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
713,239
+12%
减持
TDTT
FLEXSHARES TR
-$2.9M
342,135
-26%
增持
JPM
JPMORGAN CHASE & CO.
+$2.6M
24,532
+112%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.5M
561,542
+6%
减持
BRO
BROWN & BROWN INC
-$2.4M
5,805
-83%
减持
VTIP
VANGUARD MALVERN FDS
-$2.0M
1,152,021
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$2.0M
124,026
-1%
增持
IBDV
ISHARES TR
+$2.0M
887,863
+12%
减持
SPYV
SPDR SER TR
-$1.9M
1,113,792
-1%
增持
IBDW
ISHARES TR
+$1.8M
658,667
+17%
减持
JLL
JONES LANG LASALLE INC
-$1.6M
25,328
-28%
减持
IBDS
ISHARES TR
-$1.6M
1,024,075
-6%
减持
SDY
SPDR SER TR
-$1.4M
206,405
-2%
减持
IBDR
ISHARES TR
-$1.4M
914,165
-6%
减持
PJT
PJT PARTNERS INC
+$1.3M
149,302
-5%
减持
SLYV
SPDR SER TR
-$1.3M
256,871
-0%
增持
IEFA
ISHARES TR
+$1.2M
551,965
+5%
减持
MDYV
SPDR SER TR
-$1.1M
344,864
-0%
减持
IBDT
ISHARES TR
-$1.1M
1,057,391
-4%
增持
MSFT
MICROSOFT CORP
+$1.1M
27,771
+3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.1M
44,395
-1%
减持
MDYG
SPDR SER TR
-$1.0M
301,136
-0%
减持
DDOG
DATADOG INC
+$956.2K
191,514
-1%
增持
NVDA
NVIDIA CORPORATION
+$942.0K
24,791
+956%
减持
IBMQ
ISHARES TR
-$799.6K
28,309
-53%
增持
IJH
ISHARES TR
-$787.0K
1,308,107
+3%
减持
IBMP
ISHARES TR
-$767.2K
28,333
-52%
增持
VTI
VANGUARD INDEX FDS
+$759.6K
44,620
+4%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$725.8K
257,012
+4%
减持
IBDU
ISHARES TR
-$717.0K
1,185,513
-2%
增持
AMZN
AMAZON COM INC
+$688.9K
39,974
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$577.2K
38,117
-23%
增持
AMAT
APPLIED MATLS INC
+$539.3K
18,010
+0%
增持
IEMG
ISHARES INC
+$537.0K
169,570
+2%
清仓
RY
ROYAL BK CDA
-$529.4K
0
-100%
减持
IBMO
ISHARES TR
-$505.7K
25,157
-44%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$467.9K
717,414
-0%
减持
IBMR
ISHARES TR
-$465.6K
24,213
-43%
减持
GOOG
ALPHABET INC
+$451.9K
15,735
-2%
增持
IJR
ISHARES TR
+$438.4K
519,306
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$433.6K
8,034
-9%
清仓
—
ISHARES TR
-$432.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$428.2K
1,578
+23%
减持
GOOGL
ALPHABET INC
+$412.5K
15,577
-3%
建仓
GEV
GE VERNOVA INC
+$361.7K
2,109
减持
SCZ
ISHARES TR
-$346.7K
186,438
-0%
减持
USMV
ISHARES TR
-$303.2K
388,341
-1%
建仓
SYK
STRYKER CORPORATION
+$298.4K
877
增持
MA
MASTERCARD INCORPORATED
-$291.1K
7,395
+0%
增持
VUG
VANGUARD INDEX FDS
+$284.6K
3,473
+18%
减持
SLYG
SPDR SER TR
-$276.7K
175,378
-0%
增持
SOXX
ISHARES TR
+$276.3K
13,212
+0%
减持
JNJ
JOHNSON & JOHNSON
-$273.1K
15,101
-4%
增持
CROX
CROCS INC
+$262.2K
29,679
+5%
建仓
FDX
FEDEX CORP
+$261.2K
871
建仓
YUM
YUM BRANDS INC
+$260.8K
1,969
减持
INTC
INTEL CORP
-$258.0K
18,421
-2%
建仓
DTCR
GLOBAL X FDS
+$247.2K
16,414
建仓
TMUS
T-MOBILE US INC
+$246.5K
1,399
增持
VOO
VANGUARD INDEX FDS
+$246.5K
8,602
+2%
建仓
PANW
PALO ALTO NETWORKS INC
+$244.1K
720
减持
VZ
VERIZON COMMUNICATIONS INC
-$241.3K
7,502
-43%
建仓
SHEL
SHELL PLC
+$235.6K
3,264
清仓
PFE
PFIZER INC
-$232.5K
0
-100%
清仓
SJM
SMUCKER J M CO
-$226.9K
0
-100%
建仓
IJK
ISHARES TR
+$216.8K
2,460
增持
AVGO
BROADCOM INC
+$215.0K
531
+10%
建仓
SMH
VANECK ETF TRUST
+$214.0K
821
建仓
APD
AIR PRODS & CHEMS INC
+$212.9K
825
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$212.2K
0
-100%
增持
ORCL
ORACLE CORP
+$211.9K
11,462
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$208.5K
15,368
-5%
建仓
C
CITIGROUP INC
+$205.7K
3,241
减持
DFIP
DIMENSIONAL ETF TRUST
-$204.7K
83,806
-5%
建仓
IAU
ISHARES GOLD TR
+$204.3K
4,650
建仓
ET
ENERGY TRANSFER L P
+$204.2K
12,589
建仓
—
DUPONT DE NEMOURS INC
+$200.3K
2,488
增持
CPNG
COUPANG INC
+$190.4K
59,571
+0%
增持
NEE
NEXTERA ENERGY INC
+$187.7K
15,704
+9%
增持
VYM
VANGUARD WHITEHALL FDS
+$174.7K
10,277
+19%
增持
META
META PLATFORMS INC
+$158.9K
4,119
+4%
增持
COST
COSTCO WHSL CORP NEW
+$152.8K
1,121
+3%
增持
HD
HOME DEPOT INC
-$148.8K
5,944
+4%
减持
VB
VANGUARD INDEX FDS
-$145.8K
11,107
-1%
减持
GE
GE AEROSPACE
-$145.0K
8,532
-0%
增持
TSLA
TESLA INC
+$140.2K
4,030
+8%
增持
NVO
NOVO-NORDISK A S
+$129.9K
2,522
+41%
减持
T
AT&T INC
-$129.2K
11,557
-42%
减持
BX
BLACKSTONE INC
-$126.8K
13,202
-2%
增持
PG
PROCTER AND GAMBLE CO
+$125.9K
9,202
+7%
减持
CVS
CVS HEALTH CORP
-$123.4K
5,012
-5%
增持
TJX
TJX COS INC NEW
+$117.2K
11,244
+2%
增持
NFLX
NETFLIX INC
+$114.0K
1,103
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$112.7K
784
+42%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$111.1K
751
-6%
增持
CFG
CITIZENS FINL GROUP INC
-$107.9K
420,761
+0%
增持
EEM
ISHARES TR
+$104.8K
19,024
+11%
增持
QQQ
INVESCO QQQ TR
+$104.0K
2,711
+1%
减持
TIP
ISHARES TR
-$103.3K
2,041
-32%
增持
ISRG
INTUITIVE SURGICAL INC
+$100.2K
681
+34%
增持
WMT
WALMART INC
+$96.5K
8,845
+6%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$88.1K
28,899
-1%
建仓
—
HOLDCO NUVO GROUP D G LTD
+$84.1K
70,124
增持
TXN
TEXAS INSTRS INC
+$83.7K
1,460
+27%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$82.9K
3,498
-3%
增持
DIS
DISNEY WALT CO
+$77.8K
5,533
+44%
减持
CACC
CREDIT ACCEP CORP MICH
-$77.4K
633
-13%
增持
IWM
ISHARES TR
-$77.0K
33,352
+2%
减持
F
FORD MTR CO DEL
-$74.6K
29,898
-12%
增持
HON
HONEYWELL INTL INC
+$70.9K
2,658
+10%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$69.5K
24,305
-7%
增持
BAC
BANK AMERICA CORP
+$67.4K
10,723
+13%
增持
FBRT
FRANKLIN BSP RLTY TR INC
+$61.8K
32,147
+25%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$61.1K
5,727
-16%
减持
VBR
VANGUARD INDEX FDS
-$60.6K
5,208
-1%
减持
EFAV
ISHARES TR
-$58.3K
25,225
-1%
增持
LOW
LOWES COS INC
-$55.0K
1,723
+1%
增持
SYY
SYSCO CORP
-$54.0K
6,067
+1%
减持
WSM
WILLIAMS SONOMA INC
-$52.8K
1,222
-2%
增持
PPG
PPG INDS INC
-$51.2K
3,326
+3%
增持
COMP
COMPASS INC
+$51.1K
251,209
+6%
增持
PM
PHILIP MORRIS INTL INC
+$50.3K
2,983
+8%
增持
—
EXXON MOBIL CORP
+$50.3K
26,330
+3%
增持
CRM
SALESFORCE INC
-$49.7K
1,429
+3%
减持
DEM
WISDOMTREE TR
-$49.1K
8,873
-14%
增持
QCOM
QUALCOMM INC
+$49.0K
1,475
+2%
增持
EFA
ISHARES TR
+$49.0K
34,287
+4%
增持
RJF
RAYMOND JAMES FINL INC
-$46.7K
10,436
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$46.7K
5,815
-7%
减持
SBUX
STARBUCKS CORP
-$46.6K
2,634
-4%
减持
IWF
ISHARES TR
+$46.1K
1,972
-1%
增持
URI
UNITED RENTALS INC
-$45.0K
653
+1%
增持
—
ACCENTURE PLC IRELAND
-$44.2K
1,231
+2%
增持
CVX
CHEVRON CORP NEW
+$44.1K
3,993
+9%
减持
ITOT
ISHARES TR
+$44.0K
17,247
-1%
减持
UNP
UNION PAC CORP
-$43.7K
2,199
-0%
减持
VOE
VANGUARD INDEX FDS
-$41.8K
2,845
-6%
增持
VOT
VANGUARD INDEX FDS
+$41.4K
1,978
+13%
增持
IWN
ISHARES TR
-$41.2K
12,942
+2%
增持
J
JACOBS SOLUTIONS INC
-$40.6K
2,939
+0%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$40.0K
2,624
+14%
减持
ACWV
ISHARES INC
-$39.9K
2,231
-14%
增持
PEP
PEPSICO INC
+$38.7K
3,658
+13%
增持
GLW
CORNING INC
+$38.7K
6,368
+1%
增持
VNQ
VANGUARD INDEX FDS
-$38.1K
53,918
+2%
增持
MRNA
MODERNA INC
+$37.3K
2,906
+1%
