13F 机构持仓

Cohen Klingenstein LLC

NEW YORK NY · SEC CIK 0001453620

2026Q22026Q1 更早 9 个季度 🔒
$30.90亿2026Q1 申报市值
205持仓数
60.2%前十大占比 · 第一大 23.4%
2 / 5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 23.4%
VBK 6.5%
QQQ 5.8%
IWO 5.0%
LLY 3.8%
AAPL 3.8%
AMZN 3.5%
MSFT 3.4%
NVDA 2.6%
GOOGL 2.4%

2026Q1 买入最多 按季末市值估算

AVGO 新建仓+$5,495.50万
VSNT 新建仓+$81.61万
GEV 加仓+$3.93万
NVDA 加仓+$3.49万
VUG 加仓+$3.23万

2026Q1 卖出最多 按季末市值估算

Broadcom Inc 清仓-$6,145.18万
SPY 减仓-$906.83万
IWO 减仓-$756.44万
QQQ 减仓-$525.23万
AMZN 减仓-$384.28万

2026Q1 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
SPY Standard Poors DR $7.22亿23.38%1,110,929 -13,944-1.2% -$906.83万 减仓
VBK Vanguard Small-Cap Growth ETF $2.00亿6.47%661,433 -6,947-1.0% -$209.97万 减仓
QQQ Invesco QQQ Trust $1.78亿5.77%308,849 -9,100-2.9% -$525.23万 减仓
IWO iShares Russell 2000G $1.55亿5.00%492,683 -24,105-4.7% -$756.44万 减仓
LLY Eli Lilly $1.19亿3.84%129,058 -935-0.7% -$86.00万 减仓
AAPL Apple Inc $1.18亿3.83%466,450 00.0% — 不变
AMZN Amazoncom $1.09亿3.51%521,124 -18,451-3.4% -$384.28万 减仓
MSFT Microsoft Corp $1.06亿3.42%285,500 00.0% — 不变
NVDA Nvidia Corp $8,089.54万2.62%463,850 2000.0% $3.49万 加仓
GOOGL Alphabet Class A $7,285.33万2.36%253,350 350.0% $1.01万 加仓
GOOG Alphabet Class C $6,919.64万2.24%241,220 00.0% — 不变
AVGO Broadcom Inc $5,495.50万1.78%177,555 177,555— $5,495.50万 新建仓
AXP American Express $5,451.51万1.76%180,227 -1,285-0.7% -$38.87万 减仓
DIS Walt Disney Co $5,314.65万1.72%551,427 -1,533-0.3% -$14.78万 减仓
BRK/B Berkshire Hathaway B $5,066.29万1.64%105,724 00.0% — 不变
PEP PepsiCo Inc $4,594.50万1.49%295,866 00.0% — 不变
META Meta Platforms Inc $4,547.35万1.47%79,481 -47-0.1% -$2.69万 减仓
JNJ Johnson Johnson $3,128.69万1.01%127,994 00.0% — 不变
UNP Union Pacific Corp $3,007.11万0.97%123,943 00.0% — 不变
RTX RTX Corp $2,980.83万0.96%154,527 00.0% — 不变
CVX Chevron Corp $2,903.16万0.94%140,317 -1,616-1.1% -$33.44万 减仓
PG Procter Gamble $2,521.63万0.82%174,580 00.0% — 不变
YUM Yum! Brands Inc $2,252.44万0.73%144,870 00.0% — 不变
JPM JPMorgan Chase $2,138.54万0.69%72,700 00.0% — 不变
TSLA Tesla Inc $1,730.31万0.56%46,545 00.0% — 不变
— Exxon Mobil Corp $1,686.42万0.55%99,400 00.0% — 不变
AMP Ameriprise Financial $1,673.30万0.54%37,653 -70-0.2% -$3.11万 减仓
CMCSA Comcast Corp Cl A $1,645.62万0.53%573,188 00.0% — 不变
— Merck Co $1,493.93万0.48%124,194 00.0% — 不变
HIG Hartford Insurance Group Inc $1,462.28万0.47%108,133 00.0% — 不变
SHEL Shell PLC ADR $1,461.01万0.47%157,098 00.0% — 不变
ITW Illinois Tool Works $1,421.21万0.46%54,601 00.0% — 不变
CL Colgate-Palmolive $1,416.51万0.46%166,199 -1,950-1.2% -$16.62万 减仓
FCX Freeport-McMoRan $1,400.00万0.45%238,176 00.0% — 不变
BAC Bank of Amer Corp $1,354.33万0.44%277,811 10.0% $49 加仓
FDX FedEx Corp $1,120.04万0.36%31,446 00.0% — 不变
AMGN Amgen Inc $1,100.23万0.36%31,270 00.0% — 不变
V Visa Inc $1,088.06万0.35%36,000 00.0% — 不变
ORCL Oracle Corp $1,069.49万0.35%72,700 00.0% — 不变
AMT American Tower $1,051.25万0.34%60,914 00.0% — 不变
NSC Norfolk Southern Corp $1,018.85万0.33%35,500 00.0% — 不变
CSCO Cisco Systems Inc $979.81万0.32%126,280 00.0% — 不变
TMO Thermo Fisher Scien $962.91万0.31%19,590 00.0% — 不变
GE GE Aerospace $926.20万0.30%32,639 500.2% $1.42万 加仓
— Honeywell Intl $918.38万0.30%40,631 00.0% — 不变
GL Globe Life Inc $878.01万0.28%63,089 00.0% — 不变
PANW Palo Alto Networks $856.11万0.28%53,400 00.0% — 不变
CP Canadian Pacific Kansas City $848.48万0.27%107,867 00.0% — 不变
MA Mastercard Inc $839.43万0.27%16,800 00.0% — 不变
IBM Intl Bus Machines $755.46万0.24%31,167 00.0% — 不变
WFC Wells Fargo Co $723.65万0.23%90,900 00.0% — 不变
PM Philip Morris Intl $722.19万0.23%43,679 00.0% — 不变
GEV GE Vernova Inc $714.73万0.23%8,188 450.6% $3.93万 加仓
LH Labcorp Holdingings $659.29万0.21%24,710 00.0% — 不变
TEL TE Connectivity PLC $656.32万0.21%31,400 00.0% — 不变
VUG Vanguard Growth ETF $651.91万0.21%14,925 740.5% $3.23万 加仓
COST Costco Wholesale $637.72万0.21%6,400 00.0% — 不变
WMT Walmart Inc $633.83万0.21%51,000 00.0% — 不变
VMC Vulcan Materials Co $585.66万0.19%21,508 00.0% — 不变
NEE Nextera Energy Inc $551.71万0.18%59,400 00.0% — 不变
HD Home Depot Inc $526.22万0.17%16,000 00.0% — 不变
— Medtronic PLC $524.21万0.17%60,497 00.0% — 不变
SAP SAP AG ADR $516.69万0.17%30,179 00.0% — 不变
ALL Allstate Corp $514.43万0.17%24,811 00.0% — 不变
INTC Intel Corp $509.26万0.16%115,400 00.0% — 不变
ABT Abbott Labs $507.55万0.16%49,435 00.0% — 不变
QCOM Qualcomm Inc $507.39万0.16%39,400 00.0% — 不变
CRM Salesforce Inc $504.38万0.16%27,020 00.0% — 不变
NFLX Netflix Inc $480.75万0.16%50,000 00.0% — 不变
PFE Pfizer Inc $474.59万0.15%169,014 00.0% — 不变
UNH UnitedHealth Group $465.41万0.15%17,200 -89-0.5% -$2.41万 减仓
MMM 3M Co $462.31万0.15%31,833 00.0% — 不变
VZ Verizon $455.02万0.15%90,641 00.0% — 不变
T ATT Inc $448.86万0.15%154,832 00.0% — 不变
GSK GSK PLC ADR $438.20万0.14%79,398 00.0% — 不变
YUMC Yum China Hldgs $428.28万0.14%87,799 00.0% — 不变
TXN Texas Instruments $425.17万0.14%21,900 00.0% — 不变
BKNG Booking Holdings Inc $421.03万0.14%1,000 00.0% — 不变
LIN Linde PLC $396.61万0.13%8,000 00.0% — 不变
KO Coca-Cola Co $395.46万0.13%52,000 00.0% — 不变
ABBV Abbvie Inc $391.48万0.13%18,000 00.0% — 不变
ISRG Intuitive Surgical $390.00万0.13%8,460 00.0% — 不变
TJX TJX Companies Inc $376.89万0.12%23,600 00.0% — 不变
COP ConocoPhilips $376.20万0.12%28,500 00.0% — 不变
MS Morgan Stanley $358.76万0.12%21,800 00.0% — 不变
VOT Vanguard Mid-Cap Growth ETF $356.58万0.12%13,856 710.5% $1.83万 加仓
SIEGY Siemens AG ADR $348.58万0.11%28,600 00.0% — 不变
DE Deere and Co $337.98万0.11%6,000 00.0% — 不变
MO Altria Group $337.89万0.11%51,203 00.0% — 不变
AMAT Applied Materials $328.12万0.11%9,600 00.0% — 不变
LRCX Lam Research Corp $320.49万0.10%15,000 00.0% — 不变
GS Goldman Sachs Group $304.56万0.10%3,600 00.0% — 不变
GLW Corning Inc $300.90万0.10%22,130 00.0% — 不变
CB Chubb Ltd $297.25万0.10%9,120 00.0% — 不变
COF Capital One Financial $293.06万0.09%16,064 00.0% — 不变
GILD Gilead Sciences Inc $288.50万0.09%20,700 00.0% — 不变
BMY Bristol-Myers Squibb $288.45万0.09%47,559 00.0% — 不变
TGT Target Corp $285.69万0.09%23,572 00.0% — 不变
LOW Lowes Cos Inc $282.35万0.09%11,950 00.0% — 不变
PYPL PayPal Holdings $282.33万0.09%62,421 -3,000-4.6% -$13.57万 减仓