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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 7
增持 51
减持 76
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VTIP
VANGUARD MALVERN FDS
+$6.9M
1,306,764
+14%
增持
IVV
ISHARES TR
+$6.4M
522,942
+0%
增持
AAPL
APPLE INC
+$5.0M
251,534
+1%
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
IBDW
ISHARES TR
+$4.4M
1,024,300
+32%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.2M
776,385
+24%
减持
DDOG
DATADOG INC
+$4.1M
160,509
-2%
增持
IBDV
ISHARES TR
+$3.3M
1,169,191
+19%
减持
PJT
PJT PARTNERS INC
-$2.8M
46,852
-39%
减持
SPYG
SPDR SER TR
+$2.6M
674,165
-1%
减持
SPYV
SPDR SER TR
-$2.6M
1,098,135
-1%
减持
—
EXXON MOBIL CORP
-$2.2M
35,889
-31%
增持
IEMG
ISHARES INC
+$2.2M
242,456
+33%
减持
SDY
SPDR SER TR
-$2.2M
204,025
-0%
减持
DFIP
DIMENSIONAL ETF TRUST
-$2.1M
32,841
-60%
增持
IEFA
ISHARES TR
+$2.0M
656,176
+16%
减持
SCZ
ISHARES TR
-$1.7M
171,363
-4%
增持
AMZN
AMAZON COM INC
+$1.7M
45,094
+2%
清仓
TTEK
TETRA TECH INC NEW
-$1.6M
0
-100%
减持
USMV
ISHARES TR
-$1.5M
378,386
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$1.5M
882,466
+7%
减持
JPM
JPMORGAN CHASE & CO.
-$1.4M
18,099
-34%
增持
IJH
ISHARES TR
+$1.4M
1,382,218
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
37,329
+24%
增持
CROX
CROCS INC
-$1.0M
30,115
+1%
增持
NYF
ISHARES TR
+$1.0M
220,328
+12%
增持
TSLA
TESLA INC
+$1.0M
5,210
+25%
减持
IBDR
ISHARES TR
-$960.3K
859,368
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$802.7K
2,187
-30%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$788.8K
691,816
-2%
减持
MSFT
MICROSOFT CORP
-$785.8K
28,875
-4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$754.3K
42,281
-3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$744.4K
20,201
-42%
增持
IBDU
ISHARES TR
+$742.6K
1,281,609
+6%
减持
COMP
COMPASS INC
-$734.7K
100,000
-54%
增持
GOOG
ALPHABET INC
+$719.5K
26,741
+2%
减持
AMAT
APPLIED MATLS INC
-$710.7K
17,997
-0%
减持
IBDS
ISHARES TR
-$707.9K
1,005,322
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$695.3K
119,813
-1%
增持
GOOGL
ALPHABET INC
+$672.5K
19,145
+8%
减持
SLYG
SPDR SER TR
-$669.5K
172,848
-1%
减持
CFG
CITIZENS FINL GROUP INC
+$646.1K
409,624
-3%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$618.9K
9,273
-53%
减持
NEE
NEXTERA ENERGY INC
-$602.3K
16,964
-21%
增持
AVGO
BROADCOM INC
+$569.7K
8,470
+5%
减持
VNQ
VANGUARD INDEX FDS
-$532.7K
52,828
-2%
清仓
ELME
ELME COMMUNITIES
-$523.3K
0
-100%
建仓
BLK
BLACKROCK INC
+$503.3K
491
清仓
STLD
STEEL DYNAMICS INC
-$466.1K
0
-100%
清仓
—
BLACKROCK INC
-$463.4K
0
-100%
减持
GBDC
GOLUB CAP BDC INC
-$436.5K
33,538
-46%
建仓
IDEV
ISHARES TR
+$435.1K
6,749
减持
CPNG
COUPANG INC
-$414.6K
47,712
-20%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$409.1K
267,384
+2%
增持
SCHF
SCHWAB STRATEGIC TR
-$397.5K
51,249
+57%
减持
UNH
UNITEDHEALTH GROUP INC
-$394.3K
1,880
-18%
增持
META
META PLATFORMS INC
+$386.7K
4,618
+14%
清仓
UBER
UBER TECHNOLOGIES INC
-$379.1K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$357.1K
3,476
-33%
减持
MDYG
SPDR SER TR
-$356.4K
299,996
-0%
增持
RJF
RAYMOND JAMES FINL INC
+$347.6K
10,490
+0%
减持
SYK
STRYKER CORPORATION
-$332.1K
2,790
-25%
减持
HD
HOME DEPOT INC
-$329.4K
7,749
-6%
减持
TDTT
FLEXSHARES TR
-$321.4K
306,010
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$320.5K
40,137
+27%
减持
JNJ
JOHNSON & JOHNSON
-$315.7K
14,979
-2%
减持
ABBV
ABBVIE INC
-$312.1K
11,207
-4%
增持
IJR
ISHARES TR
-$303.0K
537,324
+1%
增持
NFLX
NETFLIX INC
+$285.8K
1,153
+10%
减持
TXN
TEXAS INSTRS INC
-$284.2K
2,633
-30%
减持
EFA
ISHARES TR
-$284.0K
34,168
-0%
减持
RTX
RTX CORPORATION
-$274.9K
4,060
-34%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$274.3K
5,188
-28%
增持
VOO
VANGUARD INDEX FDS
+$265.9K
8,947
+4%
减持
SYY
SYSCO CORP
-$258.0K
2,779
-54%
减持
CVX
CHEVRON CORP NEW
-$253.5K
4,453
-27%
减持
BX
BLACKSTONE INC
+$246.3K
13,097
-0%
清仓
OCSL
OAKTREE SPECIALTY LENDING CO
-$242.2K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$238.8K
0
-100%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$238.4K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$231.3K
372
建仓
PYPL
PAYPAL HLDGS INC
+$216.4K
2,536
减持
IWM
ISHARES TR
-$215.1K
32,130
-3%
建仓
VXF
VANGUARD INDEX FDS
+$206.9K
1,089
清仓
GD
GENERAL DYNAMICS CORP
-$206.4K
0
-100%
清仓
ICF
ISHARES TR
-$205.6K
0
-100%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$204.8K
41,342
+50%
清仓
—
CHUBB LIMITED
-$203.6K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$202.7K
683
清仓
FNDC
SCHWAB STRATEGIC TR
-$202.2K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$202.1K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$201.5K
0
-100%
增持
CRM
SALESFORCE INC
+$194.1K
2,855
+3%
建仓
BRLT
BRILLIANT EARTH GROUP INC
+$192.8K
91,822
减持
GE
GE AEROSPACE
-$188.6K
8,318
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$187.2K
57,181
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$181.3K
14,678
-4%
增持
SOXX
ISHARES TR
-$178.8K
13,295
+1%
清仓
JFR
NUVEEN FLOATING RATE INCOME
-$177.7K
0
-100%
减持
MDYV
SPDR SER TR
+$176.4K
343,576
-0%
减持
IBMO
ISHARES TR
-$170.8K
16,913
-28%
减持
HDV
ISHARES TR
-$169.3K
20,805
-2%
增持
SCHV
SCHWAB STRATEGIC TR
-$169.1K
11,442
+97%
减持
UNP
UNION PAC CORP
-$164.0K
1,593
-26%
减持
V
VISA INC
-$156.5K
7,608
-18%
减持
ABT
ABBOTT LABS
-$156.2K
10,101
-11%
减持
IWB
ISHARES TR
+$155.6K
22,053
-0%
增持
IXUS
ISHARES TR
-$152.9K
28,235
+2%
减持
BRO
BROWN & BROWN INC
-$151.3K
4,412
-24%
增持
EFAV
ISHARES TR
-$145.9K
24,903
+0%
减持
DE
DEERE & CO
-$141.9K
1,441
-20%
增持
LLY
ELI LILLY & CO
-$138.1K
1,725
+4%
减持
MA
MASTERCARD INCORPORATED
+$135.9K
7,236
-3%
增持
IWF
ISHARES TR
+$130.0K
2,167
+10%
减持
VTI
VANGUARD INDEX FDS
+$129.8K
46,712
-1%
增持
MRK
MERCK & CO INC
-$129.4K
9,555
+0%
清仓
—
ENHABIT INC
-$118.5K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$115.9K
2,814
+4%
增持
MS
MORGAN STANLEY
+$113.9K
2,914
+20%
减持
ZTS
ZOETIS INC
-$110.9K
1,363
-20%
增持
WMT
WALMART INC
+$109.1K
9,159
+3%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
-$102.2K
10,517
+1%
减持
IBMR
ISHARES TR
-$101.7K
21,277
-14%
减持
DHR
DANAHER CORPORATION
-$101.7K
2,000
-1%
减持
VOE
VANGUARD INDEX FDS
-$99.5K
2,317
-18%
减持
ADBE
ADOBE INC
-$99.0K
1,206
-2%
减持
VUG
VANGUARD INDEX FDS
-$90.5K
2,667
-14%
减持
ARES
ARES MANAGEMENT CORPORATION
+$90.3K
5,086
-2%
增持
HON
HONEYWELL INTL INC
+$89.8K
2,838
+6%
减持
PEP
PEPSICO INC
-$88.0K
3,358
-5%
减持
HSY
HERSHEY CO
-$86.7K
3,453
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$80.6K
801
+5%
增持
NOW
SERVICENOW INC
+$80.1K
397
+4%
减持
VBK
VANGUARD INDEX FDS
-$79.5K
1,028
-25%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$79.3K
7,118
-9%
减持
PG
PROCTER AND GAMBLE CO
-$78.4K
10,268
-1%
减持
AMGN
AMGEN INC
-$76.9K
1,186
-1%
减持
F
FORD MTR CO
-$75.4K
25,366
-18%
增持
C
CITIGROUP INC
+$73.0K
3,879
+21%
减持
SLYV
SPDR SER TR
-$72.0K
254,949
-1%
减持
INTC
INTEL CORP
-$71.6K
16,552
-4%
增持
IWD
ISHARES TR
+$71.0K
2,647
+20%
减持
GIS
GENERAL MLS INC
-$70.0K
5,104
-5%
增持
PLD
PROLOGIS INC.
-$69.8K
3,735
+2%
减持
VOT
VANGUARD INDEX FDS
-$69.6K
1,380
-20%
减持
ECL
ECOLAB INC
-$67.7K
2,737
-1%
增持
DOW
DOW INC
-$65.1K
5,216
+4%
增持
VO
VANGUARD INDEX FDS
+$63.7K
1,264
+23%
增持
REGN
REGENERON PHARMACEUTICALS
-$62.9K
291
+13%
增持
PANW
PALO ALTO NETWORKS INC
+$62.4K
1,752
+134%
增持
MCD
MCDONALDS CORP
-$61.5K
4,227
+0%
