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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 29
增持 64
减持 34
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$22.0M
507,621
-1%
增持
AAPL
APPLE INC
+$16.0M
272,103
+5%
增持
IEFA
ISHARES TR
+$11.0M
838,650
+12%
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
VTIP
VANGUARD MALVERN FDS
+$8.7M
1,779,660
+10%
增持
IJH
ISHARES TR
+$7.6M
1,444,799
+3%
增持
IJR
ISHARES TR
+$7.1M
551,551
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.9M
1,071,049
+7%
减持
SPY
SPDR S&P 500 ETF TR
+$5.5M
117,901
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.5M
981,006
-0%
增持
IBDX
ISHARES TR
+$4.3M
675,192
+31%
增持
IEMG
ISHARES INC
+$4.0M
458,703
+5%
增持
CFG
CITIZENS FINL GROUP INC
+$3.8M
447,137
+0%
减持
SPYV
SPDR SERIES TRUST
+$3.5M
1,194,210
-0%
减持
SPYG
SPDR SERIES TRUST
+$3.3M
684,950
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$3.0M
28,601
+38%
增持
NVDA
NVIDIA CORPORATION
+$3.0M
61,289
+15%
增持
GOOG
ALPHABET INC
+$2.7M
30,459
+14%
增持
IBDW
ISHARES TR
+$2.5M
1,419,923
+8%
增持
IBDV
ISHARES TR
+$2.4M
1,435,980
+7%
减持
SLYV
SPDR SERIES TRUST
+$2.4M
282,377
-1%
减持
DDOG
DATADOG INC
-$2.2M
116,300
-17%
增持
GOOGL
ALPHABET INC
+$2.2M
25,761
+12%
增持
IBDU
ISHARES TR
+$2.0M
1,421,892
+6%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.9M
285,548
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.8M
681,499
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
13,596
+26%
增持
MSFT
MICROSOFT CORP
+$1.5M
35,542
+4%
增持
DE
DEERE & CO
+$1.4M
5,219
+165%
减持
MDYG
SPDR SERIES TRUST
+$1.4M
325,832
-1%
减持
MDYV
SPDR SERIES TRUST
+$1.4M
370,971
-0%
增持
IBDT
ISHARES TR
+$1.3M
1,161,401
+4%
减持
AMAT
APPLIED MATLS INC
-$1.3M
10,264
-45%
增持
AMZN
AMAZON COM INC
+$1.3M
57,007
+11%
增持
TSLA
TESLA INC
+$1.1M
7,169
+11%
减持
SLYG
SPDR SERIES TRUST
+$1.1M
204,487
-0%
增持
WMT
WALMART INC
+$1.1M
20,433
+99%
减持
VTI
VANGUARD INDEX FDS
+$1.1M
46,092
-0%
增持
AVGO
BROADCOM INC
+$1.0M
12,635
+11%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$984.0K
41,928
-1%
增持
ORCL
ORACLE CORP
+$977.2K
14,525
+2%
建仓
PSX
PHILLIPS 66
+$966.6K
7,106
建仓
JFLX
J P MORGAN EXCHANGE TRADED F
+$916.2K
18,246
增持
NYF
ISHARES TR
+$846.2K
233,173
+5%
减持
IWM
ISHARES TR
+$825.3K
32,023
-0%
减持
JLL
JONES LANG LASALLE INC
-$666.9K
23,487
-22%
减持
SDY
SPDR SERIES TRUST
+$650.3K
193,866
-1%
建仓
VDE
VANGUARD WORLD FD
+$592.4K
4,707
增持
AXP
AMERICAN EXPRESS CO
+$584.4K
3,415
+98%
增持
WFC
WELLS FARGO CO NEW
+$574.0K
10,417
+179%
建仓
POST
POST HLDGS INC
+$541.9K
5,042
减持
ABBV
ABBVIE INC
+$521.6K
12,718
-3%
增持
VOO
VANGUARD INDEX FDS
+$504.7K
11,112
+0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$490.1K
34,421
+38%
增持
CROX
CROCS INC
-$487.0K
29,362
+1%
减持
JNJ
JOHNSON & JOHNSON
+$474.7K
17,601
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$450.2K
1,348
+53%
增持
—
EXXON MOBIL CORP
+$446.9K
38,901
+6%
建仓
XLP
SELECT SECTOR SPDR TR
+$443.2K
5,655
增持
META
META PLATFORMS INC
+$440.1K
6,515
+11%
增持
MS
MORGAN STANLEY
+$437.4K
6,479
+54%
增持
GE
GE AEROSPACE
+$432.7K
9,258
+1%
增持
VUG
VANGUARD INDEX FDS
+$422.7K
3,810
+19%
减持
SCZ
ISHARES TR
+$418.0K
159,550
-2%
建仓
IOO
ISHARES TR
+$417.0K
3,475
清仓
PPG
PPG INDS INC
-$404.2K
0
-100%
减持
SOXX
ISHARES TR
+$401.3K
13,969
-2%
增持
BAC
BANK AMERICA CORP
+$397.8K
17,641
+63%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$386.6K
18,976
+19%
增持
C
CITIGROUP INC
+$374.5K
19,016
+4%
增持
PG
PROCTER AND GAMBLE CO
+$357.6K
16,637
+21%
清仓
ICSH
ISHARES TR
-$340.9K
0
-100%
减持
IBDR
ISHARES TR
-$337.8K
802,857
-2%
建仓
VDC
VANGUARD WORLD FD
+$333.2K
1,559
增持
BX
BLACKSTONE INC
+$331.5K
15,116
+0%
建仓
MMM
3M CO
+$316.6K
2,040
建仓
MU
MICRON TECHNOLOGY INC
+$315.7K
1,887
增持
ITW
ILLINOIS TOOL WKS INC
+$314.3K
2,020
+135%
减持
TJX
TJX COS INC NEW
+$309.5K
14,792
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$306.9K
4,321
+22%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$306.9K
47,808
-11%
清仓
CRVL
CORVEL CORP
-$287.1K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$285.2K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$280.9K
2,270
清仓
SSD
SIMPSON MFG INC
-$276.9K
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$272.9K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$267.2K
1,885
+78%
减持
—
ACCENTURE PLC IRELAND
-$267.2K
1,954
-22%
清仓
WTS
WATTS WATER TECHNOLOGIES INC
-$263.8K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$257.0K
2,315
增持
KO
COCA COLA CO
+$253.8K
19,483
+33%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$253.1K
51,710
+1%
建仓
DTD
WISDOMTREE TR
+$252.0K
3,000
增持
CAT
CATERPILLAR INC
+$251.3K
2,660
+1%
减持
TDTT
FLEXSHARES TR
-$249.1K
273,026
-4%
增持
IXUS
ISHARES TR
+$247.9K
29,945
+4%
减持
DVY
ISHARES TR
+$246.8K
32,281
-1%
建仓
—
MEDTRONIC PLC
+$241.0K
2,530
建仓
TM
TOYOTA MOTOR CORP
+$239.9K
1,255
增持
GEV
GE VERNOVA INC
+$239.2K
2,345
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$234.8K
1,727
+49%
减持
RJF
RAYMOND JAMES FINL INC
+$232.8K
12,224
-0%
清仓
TIP
ISHARES TR
-$230.6K
0
-100%
建仓
BRBR
BELLRING BRANDS INC
+$230.4K
6,338
减持
DFAT
DIMENSIONAL ETF TRUST
+$229.5K
61,618
-1%
建仓
ANET
ARISTA NETWORKS INC
+$229.2K
1,573
清仓
GOLF
ACUSHNET HLDGS CORP
-$228.1K
0
-100%
增持
GLW
CORNING INC
+$228.1K
7,745
+0%
建仓
XLE
SELECT SECTOR SPDR TR
+$224.5K
2,513
增持
VNQ
VANGUARD INDEX FDS
+$224.3K
55,445
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$221.7K
1,849
+11%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$221.0K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$220.0K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$218.8K
0
-100%
清仓
RBC
RBC BEARINGS INC
-$216.6K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$215.1K
0
-100%
清仓
FCN
FTI CONSULTING INC
-$213.8K
0
-100%
清仓
ZTS
ZOETIS INC
-$213.7K
0
-100%
建仓
YUM
YUM BRANDS INC
+$212.6K
1,399
建仓
ROL
ROLLINS INC
+$211.6K
3,602
清仓
WCN
WASTE CONNECTIONS INC
-$211.4K
0
-100%
增持
MO
ALTRIA GROUP INC
+$210.7K
11,158
+24%
建仓
FNDX
SCHWAB STRATEGIC TR
+$210.4K
7,999
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$209.9K
1,523
建仓
NEU
NEWMARKET CORP
+$208.7K
252
清仓
FNDE
SCHWAB STRATEGIC TR
-$208.5K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$207.6K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$207.5K
0
-100%
建仓
SYY
SYSCO CORP
+$206.3K
2,506
清仓
D
DOMINION ENERGY INC
-$206.1K
0
-100%
清仓
KMX
CARMAX INC
-$205.5K
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC
+$204.7K
1,019
建仓
GSLC
GOLDMAN SACHS ETF TR
+$204.7K
1,571
建仓
AMT
AMERICAN TOWER CORP NEW
+$204.6K
1,064
建仓
TPR
TAPESTRY INC
+$203.1K
1,794
建仓
USB
US BANCORP DEL
+$202.1K
4,181
清仓
REGN
REGENERON PHARMACEUTICALS
-$200.6K
0
-100%
建仓
—
ASTRAZENECA PLC
+$200.5K
2,613
减持
ORLY
OREILLY AUTOMOTIVE INC
+$192.8K
11,800
-1%
增持
ED
CONSOLIDATED EDISON INC
+$192.7K
6,041
+46%
减持
HD
HOME DEPOT INC
+$184.0K
6,590
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$180.5K
4,632
-8%
增持
PFE
PFIZER INC
+$179.0K
26,683
+29%
减持
INTC
INTEL CORP
+$178.7K
22,483
-13%
增持
LOW
LOWES COS INC
+$178.3K
3,297
+12%
增持
AMD
ADVANCED MICRO DEVICES INC
+$174.5K
3,406
+28%
增持
BA
BOEING CO
+$173.5K
1,893
+69%
增持
—
ASML HOLDING N V
+$170.8K
520
+25%
减持
IWF
ISHARES TR
-$155.3K
2,181
-21%
增持
CVX
CHEVRON CORP NEW
+$148.2K
6,493
+8%
增持
VXUS
VANGUARD STAR FDS
+$146.4K
10,488
+16%
