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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 26
增持 66
减持 38
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
VTIP
VANGUARD MALVERN FDS
+$17.9M
2,425,416
+16%
减持
IBDR
ISHARES TR
-$16.8M
18,406
-97%
增持
IVV
ISHARES TR
-$8.1M
526,701
+2%
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。
减持
SPYG
SPDR SERIES TRUST
-$7.0M
654,814
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.0M
1,210,939
+6%
增持
IJR
ISHARES TR
+$5.5M
592,795
+4%
减持
AAPL
APPLE INC
-$5.5M
269,842
-1%
增持
IEFA
ISHARES TR
+$5.3M
957,356
+5%
增持
IJH
ISHARES TR
+$5.2M
1,556,145
+3%
增持
IBDX
ISHARES TR
+$4.7M
1,081,554
+22%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$3.8M
121,774
+157%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.6M
115,315
+0%
增持
MSFT
MICROSOFT CORP
-$3.5M
37,161
+4%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$3.2M
329,029
+9%
增持
IEMG
ISHARES INC
+$2.8M
484,089
+5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$2.6M
618,139
-9%
增持
CFG
CITIZENS FINL GROUP INC
+$2.5M
456,878
+7%
增持
IBDW
ISHARES TR
+$2.2M
1,699,798
+8%
减持
JLL
JONES LANG LASALLE INC
-$2.1M
19,041
-19%
减持
—
EXXON MOBIL CORP
+$1.8M
38,929
-1%
建仓
SHY
ISHARES TR
+$1.7M
20,279
减持
JPM
JPMORGAN CHASE & CO
-$1.6M
25,794
-9%
减持
SPYV
SPDR SERIES TRUST
-$1.5M
1,173,507
-2%
增持
IBDV
ISHARES TR
+$1.5M
1,650,363
+5%
增持
DDOG
DATADOG INC
-$1.4M
82,167
+0%
减持
COMP
COMPASS INC
-$1.3M
70,451
-59%
建仓
IBMV
ISHARES TR
+$1.2M
45,332
增持
AMZN
AMAZON COM INC
-$1.1M
58,351
+2%
减持
IBDS
ISHARES TR
-$1.1M
985,527
-4%
减持
MDYG
SPDR SERIES TRUST
+$967.1K
324,175
-1%
减持
SLYV
SPDR SERIES TRUST
+$945.7K
281,041
-0%
减持
SDY
SPDR SERIES TRUST
+$934.7K
189,356
-1%
增持
AMAT
APPLIED MATLS INC
+$905.5K
10,463
+1%
增持
IAU
ISHARES GOLD TR
+$863.6K
15,608
+147%
增持
PJT
PJT PARTNERS INC
+$838.3K
14,233
+107%
增持
IBDT
ISHARES TR
+$792.3K
1,304,385
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$788.4K
1,004,376
+1%
增持
IBDU
ISHARES TR
+$746.2K
1,580,678
+3%
建仓
ASST
STRIVE INC
+$739.1K
73,766
增持
JNJ
JOHNSON & JOHNSON
+$735.5K
18,072
+2%
增持
GOOG
ALPHABET INC
-$713.4K
30,999
+1%
减持
USMV
ISHARES TR
-$653.8K
361,598
-0%
增持
ORCL
ORACLE CORP
-$650.8K
14,664
+2%
增持
GEV
GE VERNOVA INC
+$620.7K
2,547
+4%
减持
CRM
SALESFORCE INC
-$569.1K
2,334
-38%
减持
VUG
VANGUARD INDEX FDS
-$550.4K
6,466
-7%
增持
VTI
VANGUARD INDEX FDS
-$549.5K
44,937
+1%
增持
TSLA
TESLA INC
-$545.3K
8,078
+2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$544.6K
3,418
+3%
增持
GLD
SPDR GOLD TR
+$537.9K
2,919
+61%
增持
MA
MASTERCARD INCORPORATED
-$531.2K
7,771
+1%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$519.9K
0
-100%
减持
V
VISA INC
-$468.9K
9,132
-1%
建仓
ETSY
ETSY INC
+$468.5K
9,373
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$465.2K
41,668
-0%
增持
META
META PLATFORMS INC
-$446.9K
6,702
+3%
减持
SLYG
SPDR SERIES TRUST
+$444.8K
204,106
-0%
增持
GOOGL
ALPHABET INC
-$437.7K
27,370
+3%
增持
CAT
CATERPILLAR INC
+$430.3K
2,802
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$430.0K
6,676
-4%
增持
CVX
CHEVRON CORPORATION
+$419.9K
6,668
+6%
增持
GLW
CORNING INC
+$406.5K
7,972
+3%
清仓
BRO
BROWN & BROWN INC
-$398.8K
0
-100%
增持
BX
BLACKSTONE INC
-$398.4K
13,362
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$393.2K
9,848
+110%
清仓
ADBE
ADOBE INC
-$386.4K
0
-100%
增持
LLY
ELI LILLY & CO
-$349.4K
2,311
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$338.5K
4,875
-5%
增持
IWF
ISHARES TR
-$337.7K
7,237
+0%
增持
DVY
ISHARES TR
+$332.7K
32,219
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$330.8K
13,891
-0%
增持
NVDA
NVIDIA CORPORATION
-$328.1K
66,895
+4%
建仓
—
ASTRAZENECA PLC
+$310.4K
1,574
减持
SCHC
SCHWAB STRATEGIC TR
-$310.0K
14,786
-33%
减持
ABT
ABBOTT LABORATORIES
-$303.3K
12,164
-2%
清仓
GIS
GENERAL MLS INC
-$290.1K
0
-100%
增持
IWB
ISHARES TR
-$286.0K
22,034
+1%
减持
—
ACCENTURE PLC IRELAND
-$284.3K
1,677
-27%
清仓
INDA
ISHARES TR
-$281.9K
0
-100%
建仓
DOW
DOW HLDGS INC
+$280.0K
6,723
减持
VTV
VANGUARD INDEX FDS
-$267.6K
11,876
-13%
清仓
RDVY
FIRST TR EXCHANGE TRADED FD
-$267.4K
0
-100%
建仓
Q
QNITY ELECTRONICS INC
+$264.7K
2,294
增持
LMT
LOCKHEED MARTIN CORP
+$264.7K
1,888
+4%
增持
WMT
WALMART INC
+$263.8K
16,668
+3%
清仓
SE
SEA LTD
-$262.4K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$262.0K
3,212
+19%
增持
NEE
NEXTERA ENERGY INC
+$261.4K
18,004
+2%
增持
MU
MICRON TECHNOLOGY INC
+$257.8K
2,581
+20%
清仓
—
ASTRAZENECA PLC
-$256.7K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$255.9K
946
建仓
APA
APA CORPORATION
+$255.9K
6,029
增持
—
ASML HLDG NV
+$250.1K
600
+18%
增持
AVGO
BROADCOM INC
-$246.7K
13,912
+6%
减持
CPNG
COUPANG INC
-$243.6K
46,980
-2%
清仓
IBMO
ISHARES TR
-$239.7K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$237.8K
974
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$237.8K
607
建仓
—
EATON CORP PLC
+$237.1K
663
建仓
EFV
ISHARES TR
+$234.7K
3,157
减持
HDV
ISHARES TR
+$234.7K
20,225
-2%
清仓
ROL
ROLLINS INC
-$234.7K
0
-100%
建仓
STLD
STEEL DYNAMICS INC
+$234.2K
1,301
建仓
UPS
UNITED PARCEL SVCS INC
+$230.4K
2,342
建仓
SNDK
SANDISK CORP
+$230.0K
362
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$229.2K
6,058
建仓
BHP
BHP BILLITON LIMITED
+$229.1K
3,149
清仓
SAP
SAP SE
-$225.7K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$225.4K
47,597
-8%
清仓
APP
APPLOVIN CORP
-$220.3K
0
-100%
建仓
RBC
RBC BEARINGS INC
+$220.0K
405
建仓
—
TOTALENERGIES SE
+$217.0K
2,385
清仓
IJK
ISHARES TR
-$216.9K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$214.8K
0
-100%
建仓
MLPX
GLOBAL X FDS
+$214.7K
2,904
清仓
CEG
CONSTELLATION ENERGY CORP
-$214.1K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$210.6K
0
-100%
增持
NFLX
NETFLIX INC.
+$210.2K
16,944
+12%
清仓
IDXX
IDEXX LABS INC
-$209.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$208.1K
11,940
+24%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$208.0K
0
-100%
建仓
AMT
AMERICAN TOWER CORP
+$207.4K
1,202
增持
GE
GE AEROSPACE
-$207.2K
9,582
+1%
建仓
NEM
NEWMONT CORP
+$206.8K
1,910
建仓
WAB
WABTEC
+$203.2K
813
减持
HD
HOME DEPOT INC
-$203.1K
6,202
-5%
建仓
CNP
CENTERPOINT ENERGY INC
+$202.8K
4,699
清仓
—
TE CONNECTIVITY PLC
-$201.8K
0
-100%
清仓
PAYX
PAYCHEX INC
-$201.6K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$200.4K
872
增持
DFIV
DIMENSIONAL ETF TRUST
+$195.9K
66,457
+0%
增持
RJF
RAYMOND JAMES FINL INC
-$190.5K
12,243
+0%
减持
QCOM
QUALCOMM INC
-$187.5K
2,534
-16%
增持
LRCX
LAM RESEARCH CORP
+$182.9K
2,899
+14%
减持
WFC
WELLS FARGO & CO
-$182.5K
10,504
-4%
增持
LAMR
LAMAR ADVERTISING CO
+$182.3K
20,424
+8%
减持
DFAT
DIMENSIONAL ETF TRUST
+$181.5K
64,332
-0%
增持
AXP
AMERICAN EXPRESS CO
-$180.7K
2,695
+0%
减持
BLK
BLACKROCK INC
-$172.8K
862
-8%
增持
KO
COCA COLA CO
+$164.3K
21,172
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$164.1K
4,469
-3%
增持
INTC
INTEL CORP
+$162.9K
17,487
+6%
增持
IVE
ISHARES TR
+$162.8K
2,813
+38%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$158.0K
5,064
-11%
增持
VOO
VANGUARD INDEX FDS
-$157.3K
11,339
+3%
增持
—
LINDE PLC
+$157.3K
1,579
+8%
减持
ABBV
ABBVIE INC
-$155.3K
13,120
-0%
减持
DE
DEERE & CO
-$152.2K
2,339
-26%
增持
BKNG
BOOKING HOLDINGS INC
-$140.8K
151
+4%
增持
COP
CONOCOPHILLIPS
+$139.8K
3,221
+6%
