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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 25
增持 75
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$20.7M
522,623
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.4M
827,056
+16%
增持
IJH
ISHARES TR
+$8.2M
1,359,721
+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
AAPL
APPLE INC
+$7.6M
248,989
+4%
增持
IJR
ISHARES TR
+$6.8M
531,921
+2%
减持
DDOG
DATADOG INC
-$6.0M
164,104
-14%
减持
PJT
PJT PARTNERS INC
-$5.9M
76,802
-49%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.4M
626,510
+12%
减持
SPYV
SPDR SER TR
+$4.4M
1,110,654
-0%
增持
IEFA
ISHARES TR
+$4.1M
565,812
+3%
增持
—
EXXON MOBIL CORP
+$3.1M
52,009
+98%
增持
IBDW
ISHARES TR
+$3.1M
774,020
+18%
减持
SDY
SPDR SER TR
+$2.9M
205,028
-1%
增持
IBDV
ISHARES TR
+$2.8M
979,221
+10%
减持
USMV
ISHARES TR
+$2.5M
384,567
-1%
减持
MDYV
SPDR SER TR
+$2.2M
344,556
-0%
增持
SLYV
SPDR SER TR
+$2.2M
257,041
+0%
减持
CFG
CITIZENS FINL GROUP INC
+$2.1M
420,721
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$2.0M
121,174
-2%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$2.0M
262,803
+2%
增持
COST
COSTCO WHSL CORP NEW
+$1.8M
3,158
+182%
增持
IBDU
ISHARES TR
+$1.6M
1,211,319
+2%
建仓
TTEK
TETRA TECH INC NEW
+$1.6M
33,850
增持
V
VISA INC
+$1.6M
9,314
+144%
减持
SPYG
SPDR SER TR
+$1.6M
683,097
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.5M
3,137
+300%
增持
GOOG
ALPHABET INC
+$1.5M
26,156
+66%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
47,351
+6%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.5M
706,293
-2%
增持
IEMG
ISHARES INC
+$1.4M
182,434
+8%
增持
HD
HOME DEPOT INC
+$1.3M
8,252
+39%
减持
SLYG
SPDR SER TR
+$1.2M
174,915
-0%
增持
NYF
ISHARES TR
+$1.2M
196,898
+11%
增持
MDYG
SPDR SER TR
+$1.1M
301,152
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.1M
43,599
-2%
增持
SYK
STRYKER CORPORATION
+$1.0M
3,700
+322%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
9,350
+16%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.0M
7,816
+63%
增持
UNH
UNITEDHEALTH GROUP INC
+$873.8K
2,301
+148%
增持
IBDT
ISHARES TR
+$864.7K
1,059,782
+0%
增持
ABBV
ABBVIE INC
+$829.2K
11,665
+36%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$810.1K
5,198
增持
JPM
JPMORGAN CHASE & CO.
+$785.7K
27,257
+11%
建仓
SPEM
SPDR INDEX SHS FDS
+$772.2K
18,706
建仓
RTX
RTX CORPORATION
+$744.8K
6,147
减持
VNQ
VANGUARD INDEX FDS
+$722.4K
53,774
-0%
建仓
ECL
ECOLAB INC
+$709.1K
2,777
增持
NEE
NEXTERA ENERGY INC
+$706.5K
21,513
+37%
增持
TJX
TJX COS INC NEW
+$681.6K
16,331
+45%
减持
AMAT
APPLIED MATLS INC
-$612.7K
18,003
-0%
减持
SCZ
ISHARES TR
+$593.0K
178,508
-4%
增持
NVDA
NVIDIA CORPORATION
+$587.8K
30,060
+21%
增持
MCD
MCDONALDS CORP
+$567.4K
4,226
+50%
减持
IWM
ISHARES TR
+$547.8K
33,114
-1%
增持
MSFT
MICROSOFT CORP
+$544.6K
30,111
+8%
增持
AVGO
BROADCOM INC
+$541.4K
8,081
+1422%
减持
TDTT
FLEXSHARES TR
-$530.8K
313,519
-8%
增持
AMZN
AMAZON COM INC
+$504.8K
44,168
+10%
增持
ABT
ABBOTT LABS
+$498.4K
11,391
+48%
减持
IBDS
ISHARES TR
+$494.1K
1,017,458
-1%
增持
TXN
TEXAS INSTRS INC
+$493.9K
3,766
+158%
增持
DE
DEERE & CO
+$479.3K
1,803
+147%
建仓
STLD
STEEL DYNAMICS INC
+$466.1K
3,697
建仓
PLD
PROLOGIS INC.
+$464.6K
3,679
建仓
—
BLACKROCK INC
+$463.4K
488
增持
—
ACCENTURE PLC IRELAND
+$443.0K
2,310
+88%
减持
VTIP
VANGUARD MALVERN FDS
+$435.3K
1,142,860
-1%
减持
COMP
COMPASS INC
+$415.3K
215,982
-14%
增持
MA
MASTERCARD INCORPORATED
+$412.0K
7,441
+1%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$410.6K
7,244
+110%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$401.4K
4,552
+30%
增持
CRM
SALESFORCE INC
+$393.0K
2,778
+94%
建仓
UBER
UBER TECHNOLOGIES INC
+$379.1K
5,044
减持
BX
BLACKSTONE INC
+$377.6K
13,139
-0%
建仓
PGR
PROGRESSIVE CORP
+$360.3K
1,420
清仓
MRNA
MODERNA INC
-$345.1K
0
-100%
建仓
NOW
SERVICENOW INC
+$340.8K
381
增持
ORCL
ORACLE CORP
+$339.6K
11,491
+0%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$333.7K
0
-100%
建仓
ZTS
ZOETIS INC
+$332.9K
1,704
减持
ITOT
ISHARES TR
-$325.7K
13,715
-20%
建仓
PRU
PRUDENTIAL FINL INC
+$317.5K
2,622
建仓
IDXX
IDEXX LABS INC
+$305.7K
605
建仓
INDA
ISHARES TR
+$305.2K
5,215
增持
TSLA
TESLA INC
+$290.9K
4,160
+3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$287.9K
4,733
+80%
增持
PG
PROCTER AND GAMBLE CO
+$282.2K
10,392
+13%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$278.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$274.8K
15,315
+1%
建仓
DOW
DOW INC
+$274.5K
5,024
增持
CVX
CHEVRON CORP NEW
+$273.9K
6,101
+53%
清仓
FDX
FEDEX CORP
-$261.2K
0
-100%
清仓
YUM
YUM BRANDS INC
-$260.8K
0
-100%
清仓
BHP
BHP GROUP LTD
-$255.9K
0
-100%
建仓
QLD
PROSHARES TR
+$253.4K
2,516
增持
VOO
VANGUARD INDEX FDS
+$252.7K
8,632
+0%
清仓
RIO
RIO TINTO PLC
-$249.7K
0
-100%
建仓
URA
GLOBAL X FDS
+$246.2K
8,605
减持
META
META PLATFORMS INC
+$240.4K
4,048
-2%
建仓
CTVA
CORTEVA INC
+$239.1K
4,067
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$238.4K
4,021
建仓
SJM
SMUCKER J M CO
+$230.3K
1,902
减持
GE
GE AEROSPACE
+$219.6K
8,357
-2%
增持
CPNG
COUPANG INC
+$215.3K
59,604
+0%
减持
SOXX
ISHARES TR
-$214.7K
13,200
-0%
增持
KO
COCA COLA CO
+$214.5K
9,072
+32%
增持
LMT
LOCKHEED MARTIN CORP
+$212.0K
1,729
+1%
建仓
GD
GENERAL DYNAMICS CORP
+$206.4K
683
建仓
ICF
ISHARES TR
+$205.6K
3,120
减持
VB
VANGUARD INDEX FDS
+$204.6K
11,072
-0%
建仓
—
CHUBB LIMITED
+$203.6K
706
建仓
FNDC
SCHWAB STRATEGIC TR
+$202.2K
5,300
增持
IAU
ISHARES GOLD TR
+$192.5K
7,983
+72%
增持
DIS
DISNEY WALT CO
+$192.0K
7,707
+39%
增持
HDV
ISHARES TR
+$190.9K
21,297
+0%
减持
GEV
GE VERNOVA INC
+$172.2K
2,094
-1%
减持
INTC
INTEL CORP
-$167.1K
17,197
-7%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$165.5K
34,723
-9%
增持
—
DUPONT DE NEMOURS INC
+$159.7K
4,039
+62%
减持
EFAV
ISHARES TR
+$157.4K
24,861
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
-$154.1K
11,724
-22%
减持
IBDR
ISHARES TR
-$130.1K
890,755
-3%
增持
WMT
WALMART INC
+$119.5K
8,897
+1%
减持
IXUS
ISHARES TR
+$115.8K
27,817
-1%
增持
GOOGL
ALPHABET INC
+$114.3K
17,797
+14%
减持
VUG
VANGUARD INDEX FDS
-$113.7K
3,087
-11%
增持
SBUX
STARBUCKS CORP
+$113.6K
3,269
+24%
增持
DHR
DANAHER CORPORATION
+$109.5K
2,017
+12%
减持
MRK
MERCK & CO INC
-$107.8K
9,510
-1%
增持
URI
UNITED RENTALS INC
+$107.2K
654
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$101.2K
6,472
+0%
增持
VBR
VANGUARD INDEX FDS
+$95.4K
5,210
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$93.4K
9,877
+10%
增持
SCHF
SCHWAB STRATEGIC TR
+$91.8K
32,725
+0%
减持
IBMP
ISHARES TR
-$90.5K
24,286
-14%
减持
IBMQ
ISHARES TR
-$86.4K
24,262
-14%
清仓
—
HOLDCO NUVO GROUP D G LTD
-$84.1K
0
-100%
减持
IWR
ISHARES TR
+$82.8K
12,497
-1%
减持
LOW
LOWES COS INC
+$71.1K
1,665
-3%
增持
GIS
GENERAL MLS INC
+$62.6K
5,355
+2%
减持
NVO
NOVO-NORDISK A S
-$61.5K
2,507
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$61.1K
31,488
-4%
增持
PM
PHILIP MORRIS INTL INC
+$60.8K
2,991
+0%
减持
CVS
CVS HEALTH CORP
-$57.2K
3,798
-24%
增持
ED
CONSOLIDATED EDISON INC
+$55.4K
2,745
+7%
增持
PH
PARKER-HANNIFIN CORP
+$53.6K
421
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$53.2K
725
+6%
增持
AVUV
AMERICAN CENTY ETF TR
+$53.1K
8,160
+0%
增持
GLD
SPDR GOLD TR
+$50.1K
1,748
+0%
增持
LNT
ALLIANT ENERGY CORP
+$49.0K
4,954
+0%
