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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 23
增持 68
减持 42
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VTIP
VANGUARD MALVERN FDS
+$13.1M
2,087,310
+17%
增持
IVV
ISHARES TR
+$12.4M
514,195
+1%
增持
IEFA
ISHARES TR
+$8.1M
909,227
+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
VEA
VANGUARD TAX-MANAGED FDS
+$7.4M
1,145,549
+7%
增持
IJH
ISHARES TR
+$5.6M
1,512,766
+5%
减持
DDOG
DATADOG INC
-$5.4M
81,776
-30%
增持
IBDX
ISHARES TR
+$5.3M
886,734
+31%
减持
AAPL
APPLE INC
+$4.7M
272,012
-0%
增持
IBDW
ISHARES TR
+$3.3M
1,580,348
+11%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$3.0M
302,357
+6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.9M
66,367
+583%
增持
IBDV
ISHARES TR
+$2.8M
1,569,753
+9%
增持
IJR
ISHARES TR
+$2.7M
567,432
+3%
增持
IBDU
ISHARES TR
+$2.6M
1,539,005
+8%
增持
IBDT
ISHARES TR
+$2.6M
1,266,855
+9%
增持
IWF
ISHARES TR
+$2.4M
7,233
+232%
减持
IBDR
ISHARES TR
-$2.3M
712,284
-11%
增持
GOOG
ALPHABET INC
+$2.2M
30,611
+0%
增持
GOOGL
ALPHABET INC
+$2.0M
26,544
+3%
增持
SPYV
SPDR SERIES TRUST
+$1.8M
1,195,167
+0%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
6,917
+82%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
13,601
+125%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$1.5M
31,457
减持
ORCL
ORACLE CORP
-$1.3M
14,407
-1%
减持
CFG
CITIZENS FINL GROUP INC
+$1.2M
427,017
-4%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.2M
681,565
+0%
增持
MSFT
MICROSOFT CORP
-$1.1M
35,757
+1%
减持
USMV
ISHARES TR
-$1.1M
363,088
-2%
建仓
SCHC
SCHWAB STRATEGIC TR
+$1.0M
21,988
减持
DE
DEERE & CO
-$916.6K
3,157
-40%
增持
JLL
JONES LANG LASALLE INC
+$901.0K
23,499
+0%
增持
IBDS
ISHARES TR
+$892.1K
1,027,244
+4%
增持
VBR
VANGUARD INDEX FDS
+$889.7K
8,030
+107%
增持
VBK
VANGUARD INDEX FDS
+$840.6K
4,640
+146%
建仓
EFG
ISHARES TR
+$834.5K
7,325
减持
PJT
PJT PARTNERS INC
-$729.5K
6,880
-35%
增持
IEMG
ISHARES INC
+$729.4K
460,682
+0%
增持
AMZN
AMAZON COM INC
+$717.0K
57,335
+1%
减持
PSX
PHILLIPS 66
-$667.3K
2,319
-67%
减持
LLY
ELI LILLY & CO
+$661.3K
2,303
-3%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$659.2K
47,429
+38%
减持
BX
BLACKSTONE INC
-$647.6K
12,553
-17%
减持
SLYV
SPDR SERIES TRUST
+$602.5K
281,798
-0%
增持
AMAT
APPLIED MATLS INC
+$569.2K
10,392
+1%
增持
NVDA
NVIDIA CORPORATION
+$559.3K
64,314
+5%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$519.9K
6,475
增持
NFLX
NETFLIX INC
-$512.5K
15,134
+839%
减持
META
META PLATFORMS INC
-$503.1K
6,486
-0%
减持
SPYG
SPDR SERIES TRUST
-$499.6K
666,209
-3%
增持
MDYV
SPDR SERIES TRUST
+$475.5K
371,154
+0%
减持
SDY
SPDR SERIES TRUST
-$451.0K
191,865
-1%
减持
CPNG
COUPANG INC
-$447.0K
47,926
-2%
减持
HD
HOME DEPOT INC
-$427.4K
6,518
-1%
增持
JNJ
JOHNSON & JOHNSON
+$418.5K
17,792
+1%
减持
COMP
COMPASS INC
+$417.9K
170,451
-1%
清仓
WTPI
WISDOMTREE TR
-$397.1K
0
-100%
增持
AVGO
BROADCOM INC
+$384.2K
13,154
+4%
增持
—
EXXON MOBIL CORP
+$368.9K
39,513
+2%
增持
TSLA
TESLA INC
+$360.1K
7,890
+10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$347.2K
995,128
+1%
减持
PG
PROCTER AND GAMBLE CO
-$343.8K
15,438
-7%
清仓
—
DUPONT DE NEMOURS INC
-$319.5K
0
-100%
减持
TDTT
FLEXSHARES TR
-$317.2K
262,907
-4%
增持
MDYG
SPDR SERIES TRUST
+$307.4K
326,092
+0%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$304.0K
4,640
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$302.7K
6,945
-2%
增持
IWN
ISHARES TR
+$302.5K
14,297
+10%
增持
MU
MICRON TECHNOLOGY INC
+$298.5K
2,152
+14%
减持
WMT
WALMART INC
-$298.1K
16,226
-21%
建仓
REGN
REGENERON PHARMACEUTICALS
+$294.9K
382
清仓
NVO
NOVO-NORDISK A S
-$285.6K
0
-100%
增持
CAT
CATERPILLAR INC
+$285.6K
2,714
+2%
清仓
—
UNILEVER PLC
-$282.4K
0
-100%
增持
JFLX
J P MORGAN EXCHANGE TRADED F
+$279.8K
23,816
+31%
建仓
UL
UNILEVER PLC
+$279.6K
4,275
清仓
—
FERRARI N V
-$271.2K
0
-100%
清仓
—
EATON CORP PLC
-$268.0K
0
-100%
清仓
PRI
PRIMERICA INC
-$267.6K
0
-100%
清仓
ACWV
ISHARES INC
-$267.5K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$262.1K
3,797
+11%
建仓
FDX
FEDEX CORP
+$253.9K
879
减持
C
CITIGROUP INC
+$253.4K
18,712
-2%
增持
MRK
MERCK & CO INC
+$250.7K
10,508
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$249.3K
64,428
+5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$243.6K
41,828
-0%
建仓
HSBC
HSBC HLDGS PLC
+$231.5K
2,943
清仓
BRBR
BELLRING BRANDS INC
-$230.4K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$228.2K
0
-100%
建仓
APP
APPLOVIN CORP
+$220.3K
327
减持
COST
COSTCO WHSL CORP NEW
-$220.2K
3,318
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$218.9K
5,675
-16%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$218.8K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$216.7K
0
-100%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$216.4K
4,720
建仓
WMB
WILLIAMS COS INC
+$215.4K
3,584
建仓
SPGI
S&P GLOBAL INC
+$214.8K
411
建仓
CEG
CONSTELLATION ENERGY CORP
+$214.1K
606
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$213.2K
5,132
+11%
减持
SE
SEA LTD
-$212.3K
2,057
-23%
建仓
APH
AMPHENOL CORP NEW
+$212.0K
1,569
建仓
MCK
MCKESSON CORP
+$211.6K
258
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$210.8K
465
建仓
IDXX
IDEXX LABS INC
+$209.7K
310
清仓
NEU
NEWMARKET CORP
-$208.7K
0
-100%
清仓
SYY
SYSCO CORP
-$206.3K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$205.2K
3,804
清仓
AMT
AMERICAN TOWER CORP NEW
-$204.6K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$204.3K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$204.1K
1,704
清仓
USB
US BANCORP DEL
-$202.1K
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$201.8K
887
建仓
TSN
TYSON FOODS INC
+$200.9K
3,427
减持
DGRW
WISDOMTREE TR
-$195.4K
5,129
-30%
增持
CSCO
CISCO SYS INC
+$194.4K
15,256
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$192.0K
1,879
+2%
减持
AOA
ISHARES TR
-$190.4K
5,013
-31%
减持
BLK
BLACKROCK INC
-$187.5K
936
-8%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$180.4K
11,970
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$177.3K
1,222
+6%
增持
NYF
ISHARES TR
+$175.5K
235,756
+1%
增持
TJX
TJX COS INC NEW
+$160.7K
14,965
+1%
增持
GEV
GE VERNOVA INC
+$160.6K
2,452
+5%
减持
VTI
VANGUARD INDEX FDS
-$160.2K
44,638
-3%
减持
IBMR
ISHARES TR
-$160.1K
15,170
-29%
增持
KO
COCA COLA CO
+$153.7K
20,681
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$152.1K
13,901
+2%
增持
VRA
VERA BRADLEY INC
+$150.3K
106,722
+99%
增持
RJF
RAYMOND JAMES FINL INC
-$146.7K
12,225
+0%
增持
WFC
WELLS FARGO CO NEW
+$145.6K
10,931
+5%
减持
INTC
INTEL CORP
-$145.5K
16,500
-27%
减持
SCHF
SCHWAB STRATEGIC TR
-$141.7K
49,441
-13%
增持
GE
GE AEROSPACE
+$141.3K
9,500
+3%
减持
AXP
AMERICAN EXPRESS CO
-$138.4K
2,692
-21%
增持
COF
CAPITAL ONE FINL CORP
+$135.5K
1,923
+24%
增持
MS
MORGAN STANLEY
+$135.2K
6,563
+1%
增持
—
ACCENTURE PLC IRELAND
+$135.0K
2,299
+18%
减持
ITOT
ISHARES TR
-$133.1K
10,510
-10%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$132.5K
18,145
-22%
减持
JPM
JPMORGAN CHASE & CO.
+$130.4K
28,403
-1%
减持
VOO
VANGUARD INDEX FDS
+$128.2K
11,055
-1%
增持
BAC
BANK AMERICA CORP
+$127.9K
18,872
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$125.6K
1,364
+1%
增持
V
VISA INC
+$125.5K
9,207
+1%
减持
—
SPOTIFY TECHNOLOGY S A
-$125.3K
604
-11%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$124.8K
55,735
-0%
增持
IWO
ISHARES TR
+$124.7K
1,280
+42%
增持
RTX
RTX CORPORATION
+$124.3K
5,414
+4%
减持
DFIP
DIMENSIONAL ETF TRUST
-$124.1K
26,933
-9%
建仓
SAN
BANCO SANTANDER SA
+$123.8K
10,556
增持
FFIV
F5 INC
-$120.0K
1,919
+2%
