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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 57
增持 64
减持 21
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$20.5M
511,769
-3%
增持
SPYG
SPDR SERIES TRUST
+$12.8M
716,008
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.1M
984,182
+22%
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
IEMG
ISHARES INC
+$11.8M
436,432
+64%
增持
VTIP
VANGUARD MALVERN FDS
+$11.1M
1,618,829
+15%
增持
IEFA
ISHARES TR
+$9.4M
745,623
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.4M
1,005,173
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$5.9M
118,212
-1%
增持
MSFT
MICROSOFT CORP
+$5.6M
34,050
+13%
增持
SPYV
SPDR SERIES TRUST
+$4.8M
1,196,168
+6%
增持
MDYG
SPDR SERIES TRUST
+$4.4M
327,619
+8%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
53,387
+31%
增持
SLYG
SPDR SERIES TRUST
+$3.3M
204,846
+14%
增持
IBDX
ISHARES TR
+$3.2M
514,089
+31%
减持
IJH
ISHARES TR
+$3.1M
1,397,827
-2%
增持
AAPL
APPLE INC
-$3.0M
259,702
+3%
增持
MDYV
SPDR SERIES TRUST
+$2.9M
372,304
+8%
减持
DDOG
DATADOG INC
+$2.9M
139,972
-13%
增持
AMZN
AMAZON COM INC
+$2.6M
51,175
+12%
增持
SLYV
SPDR SERIES TRUST
+$2.1M
284,381
+9%
减持
CFG
CITIZENS FINL GROUP INC
+$1.7M
447,081
-0%
增持
AVGO
BROADCOM INC
+$1.7M
11,332
+31%
增持
META
META PLATFORMS INC
+$1.5M
5,886
+20%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.5M
284,786
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.4M
42,378
+0%
增持
JLL
JONES LANG LASALLE INC
+$1.4M
29,997
+18%
增持
ORCL
ORACLE CORP
+$1.4M
14,215
+15%
增持
C
CITIGROUP INC
+$1.3M
18,276
+402%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
20,662
+7%
减持
VTI
VANGUARD INDEX FDS
+$1.2M
46,249
-1%
增持
GOOGL
ALPHABET INC
+$1.1M
23,078
+20%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.1M
686,277
-1%
减持
SCZ
ISHARES TR
+$1.0M
162,668
-4%
增持
IBDW
ISHARES TR
+$985.4K
1,311,440
+2%
减持
IJR
ISHARES TR
+$916.3K
534,526
-3%
增持
IBDV
ISHARES TR
+$916.3K
1,338,959
+2%
减持
SDY
SPDR SERIES TRUST
-$912.1K
195,246
-3%
增持
NFLX
NETFLIX INC
+$851.7K
1,487
+22%
清仓
SPEM
SPDR INDEX SHS FDS
-$736.5K
0
-100%
增持
TSLA
TESLA INC
+$734.4K
6,432
+27%
增持
AMAT
APPLIED MATLS INC
+$730.5K
18,610
+1%
增持
GE
GE AEROSPACE
+$653.2K
9,139
+8%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$645.3K
2,849
增持
GOOG
ALPHABET INC
+$641.0K
26,660
+2%
增持
IBDU
ISHARES TR
+$592.1K
1,346,557
+1%
减持
VOO
VANGUARD INDEX FDS
+$580.5K
11,091
-0%
增持
GEV
GE VERNOVA INC
+$561.4K
2,273
+8%
增持
IBDT
ISHARES TR
+$549.1K
1,113,518
+1%
建仓
INTU
INTUIT
+$530.1K
673
减持
TDTT
FLEXSHARES TR
-$527.7K
284,315
-7%
减持
IWM
ISHARES TR
+$513.1K
32,082
-0%
增持
CAT
CATERPILLAR INC
+$488.2K
2,622
+63%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$481.3K
3,531
增持
BLK
BLACKROCK INC
+$480.6K
1,075
+57%
增持
PM
PHILIP MORRIS INTL INC
+$478.3K
6,615
+45%
增持
CPNG
COUPANG INC
+$470.1K
50,999
+6%
清仓
PLD
PROLOGIS INC.
-$466.2K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$438.2K
571
增持
CSX
CSX CORP
+$431.6K
19,417
+183%
增持
VUG
VANGUARD INDEX FDS
+$420.1K
3,204
+21%
建仓
SE
SEA LTD
+$417.8K
2,612
建仓
UBER
UBER TECHNOLOGIES INC
+$416.6K
4,465
减持
NYF
ISHARES TR
-$404.7K
222,354
-2%
减持
PJT
PJT PARTNERS INC
-$402.7K
10,567
-32%
增持
V
VISA INC
+$392.7K
8,824
+13%
增持
TXN
TEXAS INSTRS INC
+$377.2K
4,795
+39%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$376.6K
2,654
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$370.7K
24,877
-23%
建仓
SAP
SAP SE
+$369.5K
1,215
建仓
PRI
PRIMERICA INC
+$361.8K
1,322
建仓
KKR
KKR & CO INC
+$346.1K
2,602
建仓
—
ASML HOLDING N V
+$332.6K
415
建仓
KLAC
KLA CORP
+$327.8K
366
增持
AXP
AMERICAN EXPRESS CO
+$326.3K
1,724
+107%
增持
SCHW
SCHWAB CHARLES CORP
+$325.7K
8,535
+47%
建仓
EME
EMCOR GROUP INC
+$323.6K
605
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$323.2K
5,046
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$322.4K
1,159
-11%
建仓
COF
CAPITAL ONE FINL CORP
+$310.4K
1,459
增持
—
EXXON MOBIL CORP
-$306.9K
36,542
+2%
清仓
BND
VANGUARD BD INDEX FDS
-$304.2K
0
-100%
建仓
FAST
FASTENAL CO
+$303.0K
7,214
建仓
PAYX
PAYCHEX INC
+$301.0K
2,069
建仓
WFC
WELLS FARGO CO NEW
+$299.2K
3,734
建仓
SMH
VANECK ETF TRUST
+$298.7K
1,071
增持
CSCO
CISCO SYS INC
+$296.4K
13,788
+29%
增持
COST
COSTCO WHSL CORP NEW
+$294.9K
3,229
+5%
建仓
ADI
ANALOG DEVICES INC
+$292.5K
1,229
增持
ABT
ABBOTT LABS
+$290.8K
12,490
+18%
建仓
—
UNILEVER PLC
+$287.6K
4,702
建仓
CRVL
CORVEL CORP
+$287.1K
2,793
建仓
AJG
GALLAGHER ARTHUR J & CO
+$285.2K
891
建仓
—
EATON CORP PLC
+$284.2K
796
减持
CROX
CROCS INC
-$281.3K
29,030
-4%
增持
MA
MASTERCARD INCORPORATED
+$280.1K
7,535
+4%
增持
IXUS
ISHARES TR
+$279.0K
28,780
+3%
建仓
PYPL
PAYPAL HLDGS INC
+$278.3K
3,744
建仓
IYW
ISHARES TR
+$277.4K
1,601
建仓
SSD
SIMPSON MFG INC
+$276.9K
1,783
增持
VTV
VANGUARD INDEX FDS
+$276.2K
5,871
+33%
建仓
—
FERRARI N V
+$273.8K
558
建仓
VRSK
VERISK ANALYTICS INC
+$272.9K
876
建仓
DGRO
ISHARES TR
+$268.5K
4,200
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$268.4K
527
建仓
WTS
WATTS WATER TECHNOLOGIES INC
+$263.8K
1,073
增持
—
LINDE PLC
+$263.1K
1,583
+54%
建仓
GD
GENERAL DYNAMICS CORP
+$248.5K
852
建仓
COP
CONOCOPHILLIPS
+$245.7K
2,738
增持
EMR
EMERSON ELEC CO
+$242.9K
4,752
+33%
增持
DIS
DISNEY WALT CO
+$242.9K
6,694
+13%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$241.5K
3,849
建仓
KMI
KINDER MORGAN INC DEL
+$238.2K
8,102
建仓
BA
BOEING CO
+$235.1K
1,122
增持
MS
MORGAN STANLEY
+$233.6K
4,206
+37%
减持
USMV
ISHARES TR
-$231.6K
374,660
-1%
增持
PGR
PROGRESSIVE CORP
+$230.9K
3,158
+46%
建仓
GOLF
ACUSHNET HLDGS CORP
+$228.1K
3,133
建仓
MCO
MOODYS CORP
+$227.2K
453
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$221.0K
3,936
减持
QQQ
INVESCO QQQ TR
+$220.2K
2,827
-1%
建仓
—
TRANE TECHNOLOGIES PLC
+$220.0K
503
清仓
TSN
TYSON FOODS INC
-$219.1K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$218.8K
3,484
增持
NSC
NORFOLK SOUTHN CORP
+$217.5K
1,826
+73%
减持
IBDR
ISHARES TR
-$217.0K
818,441
-1%
建仓
RBC
RBC BEARINGS INC
+$216.6K
563
增持
RTX
RTX CORPORATION
+$215.8K
5,192
+27%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$215.1K
984
增持
IWR
ISHARES TR
+$215.0K
13,897
+11%
建仓
FCN
FTI CONSULTING INC
+$213.8K
1,324
清仓
SYY
SYSCO CORP
-$213.4K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$212.4K
859
建仓
WCN
WASTE CONNECTIONS INC
+$211.4K
1,132
清仓
STLD
STEEL DYNAMICS INC
-$210.6K
0
-100%
建仓
VXF
VANGUARD INDEX FDS
+$210.1K
1,090
建仓
FNDE
SCHWAB STRATEGIC TR
+$208.5K
6,316
建仓
PRU
PRUDENTIAL FINL INC
+$207.6K
1,932
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$207.5K
466
建仓
LRCX
LAM RESEARCH CORP
+$207.0K
2,127
清仓
SJM
SMUCKER J M CO
-$206.4K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$206.3K
3,940
建仓
BSX
BOSTON SCIENTIFIC CORP
+$205.6K
1,914
增持
TJX
TJX COS INC NEW
+$204.2K
14,807
+11%
建仓
IJK
ISHARES TR
+$203.7K
2,239
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$203.4K
660
增持
HUBB
HUBBELL INC
+$203.0K
2,496
+1%
建仓
NOC
NORTHROP GRUMMAN CORP
+$203.0K
406
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$202.7K
0
-100%
建仓
IGM
ISHARES TR
+$202.2K
1,800
增持
ITOT
ISHARES TR
+$201.8K
13,606
+1%