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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 89
减持 32
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
-$10.6M
528,936
+1%
建仓
IBDX
ISHARES TR
+$9.8M
393,449
增持
VTIP
VANGUARD MALVERN FDS
+$7.0M
1,408,916
+8%
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
DDOG
DATADOG INC
-$7.0M
160,540
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.8M
963,057
+9%
增持
IEFA
ISHARES TR
+$6.7M
698,801
+6%
增持
AAPL
APPLE INC
-$6.7M
253,189
+1%
增持
IBDW
ISHARES TR
+$5.8M
1,282,281
+25%
减持
PJT
PJT PARTNERS INC
-$5.2M
15,567
-67%
增持
IJR
ISHARES TR
-$4.4M
549,890
+2%
增持
SPYG
SPDR SER TR
-$3.8M
689,483
+2%
增持
IBDV
ISHARES TR
+$3.5M
1,312,798
+12%
增持
SPY
SPDR S&P 500 ETF TR
-$3.1M
119,956
+0%
增持
IJH
ISHARES TR
-$2.5M
1,432,678
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.4M
808,311
+4%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$2.1M
284,369
+6%
增持
MDYG
SPDR SER TR
-$2.0M
302,748
+1%
减持
USMV
ISHARES TR
+$1.8M
377,973
-0%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$1.8M
15,539
增持
IEMG
ISHARES INC
+$1.7M
266,767
+10%
增持
SLYV
SPDR SER TR
-$1.7M
262,088
+3%
增持
SPYV
SPDR SER TR
+$1.7M
1,132,034
+3%
增持
IBDU
ISHARES TR
+$1.6M
1,332,602
+4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.5M
42,360
+0%
增持
AMZN
AMAZON COM INC
-$1.2M
45,565
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
9,965
+6%
减持
GOOG
ALPHABET INC
-$1.0M
26,168
-2%
增持
COMP
COMPASS INC
+$919.4K
172,325
+72%
增持
VOO
VANGUARD INDEX FDS
+$898.8K
11,130
+24%
增持
MDYV
SPDR SER TR
-$883.8K
346,152
+1%
建仓
HUBB
HUBBELL INC
+$816.4K
2,467
增持
MSFT
MICROSOFT CORP
-$812.8K
30,257
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$797.7K
51,137
+27%
减持
TSLA
TESLA INC
-$795.2K
5,050
-3%
增持
SLYG
SPDR SER TR
-$704.3K
179,669
+4%
增持
IWM
ISHARES TR
-$689.6K
32,131
+0%
增持
VTI
VANGUARD INDEX FDS
-$687.4K
46,756
+0%
增持
IBDT
ISHARES TR
+$685.6K
1,098,833
+1%
增持
JNJ
JOHNSON & JOHNSON
+$650.4K
16,984
+13%
增持
GOOGL
ALPHABET INC
-$645.3K
19,263
+1%
减持
IBDR
ISHARES TR
-$620.8K
828,755
-4%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$613.0K
32,201
+59%
增持
NVDA
NVIDIA CORPORATION
-$599.6K
40,721
+9%
增持
AVGO
BROADCOM INC
-$520.4K
8,620
+2%
减持
ARES
ARES MANAGEMENT CORPORATION
-$513.9K
2,636
-48%
建仓
PFE
PFIZER INC
+$513.6K
20,267
减持
SDY
SPDR SER TR
+$461.1K
202,040
-1%
增持
ABBV
ABBVIE INC
+$456.3K
11,683
+4%
减持
HD
HOME DEPOT INC
-$416.2K
7,089
-9%
建仓
MO
ALTRIA GROUP INC
+$412.8K
6,878
增持
JPM
JPMORGAN CHASE & CO.
+$407.1K
19,347
+7%
增持
CFG
CITIZENS FINL GROUP INC
+$396.6K
447,198
+9%
减持
SCZ
ISHARES TR
+$393.9K
170,065
-1%
建仓
EMR
EMERSON ELEC CO
+$390.6K
3,563
减持
—
EXXON MOBIL CORP
+$385.6K
35,703
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$369.0K
1,545
-29%
建仓
CMI
CUMMINS INC
+$346.0K
1,104
增持
PG
PROCTER AND GAMBLE CO
+$343.6K
12,117
+18%
建仓
ICSH
ISHARES TR
+$340.9K
6,723
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$338.0K
12,381
增持
V
VISA INC
+$335.8K
7,819
+3%
减持
TJX
TJX COS INC NEW
-$335.3K
13,336
-18%
增持
DE
DEERE & CO
+$334.3K
2,013
+40%
减持
SYK
STRYKER CORPORATION
-$333.7K
1,802
-35%
增持
MCD
MCDONALDS CORP
+$328.7K
4,975
+18%
增持
PM
PHILIP MORRIS INTL INC
+$327.6K
4,577
+38%
减持
ECL
ECOLAB INC
-$321.9K
1,260
-54%
增持
GE
GE AEROSPACE
+$311.7K
8,489
+2%
清仓
PRU
PRUDENTIAL FINL INC
-$310.8K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$304.2K
4,142
增持
KO
COCA COLA CO
+$303.8K
12,509
+32%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$298.6K
57,410
+11%
增持
PGR
PROGRESSIVE CORP
+$286.5K
2,162
+59%
减持
ROST
ROSS STORES INC
-$276.2K
5,328
-16%
增持
CAT
CATERPILLAR INC
+$274.6K
1,606
+128%
增持
ORCL
ORACLE CORP
-$274.0K
12,311
+3%
减持
VB
VANGUARD INDEX FDS
-$273.1K
10,665
-3%
增持
NYF
ISHARES TR
+$272.4K
227,887
+3%
清仓
QLD
PROSHARES TR
-$272.3K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$267.0K
1,306
-31%
增持
ABT
ABBOTT LABS
+$265.4K
10,614
+5%
减持
IVW
ISHARES TR
-$263.8K
3,482
-40%
建仓
—
CHUBB LIMITED
+$255.5K
846
增持
EFA
ISHARES TR
+$254.1K
34,718
+2%
增持
AMAT
APPLIED MATLS INC
-$250.4K
18,443
+2%
建仓
NSC
NORFOLK SOUTHN CORP
+$249.9K
1,055
清仓
IDXX
IDEXX LABS INC
-$246.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$244.3K
5,316
+19%
建仓
FNDC
SCHWAB STRATEGIC TR
+$242.0K
6,684
清仓
URA
GLOBAL X FDS
-$230.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$226.0K
1,886
+9%
建仓
CVS
CVS HEALTH CORP
+$224.3K
3,311
清仓
MDLZ
MONDELEZ INTL INC
-$222.0K
0
-100%
建仓
TSN
TYSON FOODS INC
+$219.1K
3,433
清仓
PYPL
PAYPAL HLDGS INC
-$216.4K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$213.6K
58,733
+15%
建仓
STLD
STEEL DYNAMICS INC
+$210.6K
1,684
减持
IVE
ISHARES TR
-$209.6K
2,033
-35%
清仓
DOW
DOW INC
-$209.3K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$207.3K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$206.9K
0
-100%
增持
INTC
INTEL CORP
+$206.0K
23,682
+43%
清仓
IJK
ISHARES TR
-$203.6K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$202.7K
3,323
增持
ED
CONSOLIDATED EDISON INC
+$202.5K
3,994
+49%
建仓
D
DOMINION ENERGY INC
+$200.9K
3,583
减持
TDTT
FLEXSHARES TR
+$200.8K
304,329
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$199.7K
761
+1%
增持
SOXX
ISHARES TR
-$195.7K
14,185
+7%
增持
CSCO
CISCO SYS INC
+$187.4K
10,699
+34%
增持
VNQ
VANGUARD INDEX FDS
+$183.2K
54,000
+2%
减持
HDV
ISHARES TR
+$172.9K
20,711
-0%
增持
APD
AIR PRODS & CHEMS INC
+$168.3K
1,332
+72%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$166.2K
4,682
+3%
增持
SCHW
SCHWAB CHARLES CORP
+$150.8K
5,787
+42%
增持
CRM
SALESFORCE INC
-$150.0K
2,998
+5%
减持
ADBE
ADOBE INC
-$146.6K
1,016
-16%
减持
ITOT
ISHARES TR
-$145.1K
13,405
-3%
增持
BLK
BLACKROCK INC
+$144.1K
684
+39%
减持
MA
MASTERCARD INCORPORATED
+$143.9K
7,214
-0%
增持
BX
BLACKSTONE INC
-$136.6K
15,179
+16%
减持
EFAV
ISHARES TR
+$134.2K
24,321
-2%
增持
IWF
ISHARES TR
+$130.0K
2,770
+28%
减持
IBDS
ISHARES TR
-$128.5K
990,859
-1%
增持
SBUX
STARBUCKS CORP
+$128.5K
4,511
+31%
增持
META
META PLATFORMS INC
+$128.4K
4,914
+6%
增持
TXN
TEXAS INSTRS INC
+$124.6K
3,441
+31%
增持
NFLX
NETFLIX INC
+$111.9K
1,222
+6%
增持
AMGN
AMGEN INC
+$111.5K
1,350
+14%
减持
VUG
VANGUARD INDEX FDS
-$110.1K
2,655
-0%
增持
LOW
LOWES COS INC
+$107.4K
2,270
+33%
增持
T
AT&T INC
+$105.3K
12,911
+13%
减持
—
ACCENTURE PLC IRELAND
-$104.1K
2,229
-2%
增持
BRO
BROWN & BROWN INC
+$102.1K
4,439
+1%
减持
DIS
DISNEY WALT CO
-$99.5K
5,950
-4%
增持
QQQ
INVESCO QQQ TR
-$99.4K
2,856
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$96.2K
32,584
+21%
减持
UNP
UNION PAC CORP
-$93.0K
1,144
-28%
增持
—
LINDE PLC
+$91.1K
1,030
+11%
减持
WSM
WILLIAMS SONOMA INC
-$85.6K
2,087
-7%
增持
SCHD
SCHWAB STRATEGIC TR
+$85.5K
12,228
+30%
清仓
PHAT
PHATHOM PHARMACEUTICALS INC
-$85.4K
0
-100%
增持
MRK
MERCK & CO INC
-$82.1K
9,675
+1%
增持
OEF
ISHARES TR
-$81.5K
6,861
+2%
减持
IXUS
ISHARES TR
+$78.5K
27,875
-1%
增持
GLW
CORNING INC
+$77.5K
8,583
+29%
增持
CROX
CROCS INC
-$77.0K
30,334
+1%
增持
NVS
NOVARTIS AG
+$74.6K
3,033
+12%
增持
AVUV
AMERICAN CENTY ETF TR
-$74.6K
8,210
+0%
增持
NOW
SERVICENOW INC
-$73.8K
436
+10%
