13F 机构持仓

Cohen Klingenstein LLC

NEW YORK NY · SEC CIK 0001453620

2026Q22026Q1 更早 9 个季度 🔒
$34.92亿2026Q2 申报市值
207持仓数
62.3%前十大占比 · 第一大 23.6%
6 / 6新建仓 / 清仓
申报市值走势$34.92亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 23.6%
VBK 6.7%
QQQ 6.4%
IWO 5.5%
LLY 4.4%
AAPL 3.9%
AMZN 3.5%
MSFT 3.0%
NVDA 2.7%
GOOGL 2.6%

2026Q2 买入最多 按季末市值估算

MDT 新建仓+$466.85万
HONA 新建仓+$449.01万
FDXF 新建仓+$237.31万
CCL 新建仓+$75.75万
WAT 新建仓+$22.31万

2026Q2 卖出最多 按季末市值估算

Honeywell Intl 清仓-$918.38万
VBK 减仓-$746.43万
Medtronic PLC 清仓-$524.21万
SPY 减仓-$469.72万
Honeywell Intl 重新持有-$454.99万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
PLD Prologis Inc $241.85万0.07%17,853 00.0% — 不变
MCD McDonalds Corp $243.28万0.07%9,000 00.0% — 不变
GEN Gen Digital Inc $245.42万0.07%98,600 00.0% — 不变
VWO Vanguard Emg Mkts ETF $258.63万0.07%43,329 00.0% — 不变
EMR Emerson Electric $260.53万0.07%18,200 00.0% — 不变
GILD Gilead Sciences Inc $261.52万0.07%20,700 00.0% — 不变
LOW Lowes Cos Inc $263.49万0.08%11,950 00.0% — 不变
PYPL PayPal Holdings $269.53万0.08%62,421 00.0% — 不变
ABBNY ABB Ltd ADR $271.75万0.08%25,000 00.0% — 不变
BMY Bristol-Myers Squibb $274.04万0.08%47,559 00.0% — 不变
BA Boeing Company $274.92万0.08%12,700 00.0% — 不变
MET Metlife Inc $285.52万0.08%33,745 00.0% — 不变
UPS United Parcel Service $287.47万0.08%26,741 00.0% — 不变
COP ConocoPhilips $296.29万0.08%28,500 00.0% — 不变
VRTX Vertex Pharma $298.04万0.09%6,000 00.0% — 不变
TGT Target Corp $307.87万0.09%23,572 00.0% — 不变
CB Chubb Ltd $310.75万0.09%9,120 00.0% — 不变
T ATT Inc $320.50万0.09%154,832 00.0% — 不变
COF Capital One Financial $322.28万0.09%16,064 00.0% — 不变
CARR Carrier Global $334.97万0.10%45,668 00.0% — 不变
ISRG Intuitive Surgical $336.44万0.10%8,460 00.0% — 不变
NFLX Netflix Inc $357.00万0.10%50,000 00.0% — 不变
TJX TJX Companies Inc $357.54万0.10%23,600 00.0% — 不变
YUMC Yum China Hldgs $358.83万0.10%87,799 00.0% — 不变
GS Goldman Sachs Group $364.09万0.10%3,600 00.0% — 不变
MO Altria Group $368.41万0.11%51,203 00.0% — 不变
DE Deere and Co $380.60万0.11%6,000 00.0% — 不变
VZ Verizon $383.77万0.11%90,641 00.0% — 不变
PFE Pfizer Inc $406.99万0.12%169,014 00.0% — 不变
LIN Linde PLC $415.15万0.12%8,000 00.0% — 不变
GSK GSK PLC ADR $416.20万0.12%79,398 00.0% — 不变
KO Coca-Cola Co $422.60万0.12%52,000 00.0% — 不变
CRM Salesforce Inc $423.30万0.12%27,020 00.0% — 不变
VOT Vanguard Mid-Cap Growth ETF $426.43万0.12%13,922 660.5% $2.02万 加仓
SAP SAP AG ADR $432.00万0.12%28,032 -2,147-7.1% -$33.09万 减仓
BKNG Booking Holdings Inc $445.60万0.13%25,000 00.0% — 不变
ABT Abbott Labs $448.57万0.13%49,435 00.0% — 不变
HONA Honeywell Aerospace Inc $449.01万0.13%20,310 20,310— $449.01万 新建仓
ABBV Abbvie Inc $452.95万0.13%18,000 00.0% — 不变
SIEGY Siemens AG ADR $453.77万0.13%28,200 -400-1.4% -$6.44万 减仓
— Honeywell Intl $454.74万0.13%20,310 -20,321-50.0% -$454.99万 重新持有
MS Morgan Stanley $455.71万0.13%21,800 00.0% — 不变
MDT Medtronic PLC $466.85万0.13%59,677 59,677— $466.85万 新建仓
MMM 3M Co $508.93万0.15%31,433 -400-1.3% -$6.48万 减仓
NEE Nextera Energy Inc $521.35万0.15%59,400 00.0% — 不变
ALL Allstate Corp $555.09万0.16%23,329 -1,482-6.0% -$35.26万 减仓
HD Home Depot Inc $564.29万0.16%16,000 00.0% — 不变
GLW Corning Inc $566.54万0.16%22,180 500.2% $1.28万 加仓
WMT Walmart Inc $577.63万0.17%51,000 00.0% — 不变
COST Costco Wholesale $598.70万0.17%6,400 00.0% — 不变
TEL TE Connectivity PLC $633.06万0.18%31,400 00.0% — 不变
VMC Vulcan Materials Co $634.51万0.18%21,508 00.0% — 不变
LRCX Lam Research Corp $650.00万0.19%15,000 00.0% — 不变
LH Labcorp Holdingings $651.00万0.19%23,250 -1,460-5.9% -$40.88万 减仓
TXN Texas Instruments $652.77万0.19%21,900 00.0% — 不变
AMAT Applied Materials $694.08万0.20%9,600 00.0% — 不变
AMD Advanced Micro Dev $702.90万0.20%12,100 00.0% — 不变
UNH UnitedHealth Group $714.88万0.20%17,200 00.0% — 不变
QCOM Qualcomm Inc $728.07万0.21%39,400 00.0% — 不变
WFC Wells Fargo Co $751.20万0.22%90,900 00.0% — 不变
VUG Vanguard Growth ETF $774.91万0.22%89,959 4090.5% $3.52万 加仓
PM Philip Morris Intl $790.20万0.23%43,679 00.0% — 不变
MA Mastercard Inc $862.85万0.25%16,800 00.0% — 不变
IBM Intl Bus Machines $876.45万0.25%31,167 00.0% — 不变
CP Canadian Pacific Kansas City $924.92万0.26%106,742 -1,125-1.0% -$9.75万 减仓
GEV GE Vernova Inc $963.15万0.28%8,198 100.1% $1.17万 加仓
SHEL Shell PLC ADR $981.49万0.28%126,578 -30,520-19.4% -$236.65万 减仓
TMO Thermo Fisher Scien $982.16万0.28%19,590 00.0% — 不变
FDX FedEx Corp $984.67万0.28%31,446 00.0% — 不变
AMT American Tower $996.37万0.29%60,914 00.0% — 不变
ORCL Oracle Corp $1,065.42万0.31%72,700 00.0% — 不变
NSC Norfolk Southern Corp $1,116.79万0.32%35,500 00.0% — 不变
GL Globe Life Inc $1,127.27万0.32%63,089 00.0% — 不变
AMGN Amgen Inc $1,132.35万0.32%31,270 00.0% — 不变
GE GE Aerospace $1,217.95万0.35%32,589 -50-0.2% -$1.87万 减仓
V Visa Inc $1,235.12万0.35%36,000 00.0% — 不变
— Exxon Mobil Corp $1,359.00万0.39%99,400 00.0% — 不变
CMCSA Comcast Corp Cl A $1,380.08万0.40%562,151 -11,037-1.9% -$27.10万 减仓
CL Colgate-Palmolive $1,410.03万0.40%153,799 -12,400-7.5% -$113.68万 减仓
HIG Hartford Insurance Group Inc $1,432.98万0.41%108,133 00.0% — 不变
FCX Freeport-McMoRan $1,446.85万0.41%230,060 -8,116-3.4% -$51.04万 减仓
ITW Illinois Tool Works $1,476.79万0.42%54,601 00.0% — 不变
CSCO Cisco Systems Inc $1,483.28万0.42%126,280 00.0% — 不变
BAC Bank of Amer Corp $1,582.97万0.45%277,812 10.0% $57 加仓
— Merck Co $1,595.89万0.46%124,194 00.0% — 不变
INTC Intel Corp $1,615.52万0.46%115,700 3000.3% $4.19万 加仓
AMP Ameriprise Financial $1,701.68万0.49%37,093 -560-1.5% -$25.69万 减仓
PANW Palo Alto Networks $1,821.05万0.52%53,400 00.0% — 不变
TSLA Tesla Inc $1,957.68万0.56%46,545 00.0% — 不变
CVX Chevron Corp $2,314.71万0.66%139,642 -675-0.5% -$11.19万 减仓
YUM Yum! Brands Inc $2,315.89万0.66%144,870 00.0% — 不变
JPM JPMorgan Chase $2,379.69万0.68%72,700 00.0% — 不变
PG Procter Gamble $2,547.58万0.73%173,730 -850-0.5% -$12.46万 减仓
RTX RTX Corp $2,931.84万0.84%154,527 00.0% — 不变
JNJ Johnson Johnson $3,250.66万0.93%127,994 00.0% — 不变
UNP Union Pacific Corp $3,371.25万0.97%123,943 00.0% — 不变
PEP PepsiCo Inc $4,006.03万1.15%295,866 00.0% — 不变
META Meta Platforms Inc $4,477.09万1.28%79,481 00.0% — 不变
BRK/B Berkshire Hathaway B $5,267.81万1.51%105,274 -450-0.4% -$22.52万 减仓
DIS Walt Disney Co $5,289.74万1.51%549,583 -1,844-0.3% -$17.75万 减仓