Cohen Klingenstein LLC
NEW YORK NY · SEC CIK 0001453620
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | Standard Poors DR | $8.25亿 | 23.62% | 1,104,639 | -6,290 | -0.6% | -$469.72万 | 减仓 |
| VBK | Vanguard Small-Cap Growth ETF | $2.34亿 | 6.71% | 641,022 | -20,411 | -3.1% | -$746.43万 | 减仓 |
| QQQ | Invesco QQQ Trust | $2.23亿 | 6.38% | 302,684 | -6,165 | -2.0% | -$453.99万 | 减仓 |
| IWO | iShares Russell 2000G | $1.91亿 | 5.46% | 484,414 | -8,269 | -1.7% | -$325.77万 | 减仓 |
| LLY | Eli Lilly | $1.55亿 | 4.43% | 129,013 | -45 | -0.0% | -$5.40万 | 减仓 |
| AAPL | Apple Inc | $1.35亿 | 3.86% | 466,450 | 0 | 0.0% | — | 不变 |
| AMZN | Amazoncom | $1.24亿 | 3.55% | 519,824 | -1,300 | -0.2% | -$30.98万 | 减仓 |
| MSFT | Microsoft Corp | $1.06亿 | 3.05% | 285,500 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp | $9,285.38万 | 2.66% | 464,060 | 210 | 0.0% | $4.20万 | 加仓 |
| GOOGL | Alphabet Class A | $9,053.97万 | 2.59% | 253,350 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Class C | $8,454.48万 | 2.42% | 239,280 | -1,940 | -0.8% | -$68.55万 | 减仓 |
| AVGO | Broadcom Inc | $6,707.14万 | 1.92% | 177,555 | 0 | 0.0% | — | 不变 |
| AXP | American Express | $6,033.94万 | 1.73% | 178,387 | -1,840 | -1.0% | -$62.24万 | 减仓 |
| DIS | Walt Disney Co | $5,289.74万 | 1.51% | 549,583 | -1,844 | -0.3% | -$17.75万 | 减仓 |
| BRK/B | Berkshire Hathaway B | $5,267.81万 | 1.51% | 105,274 | -450 | -0.4% | -$22.52万 | 减仓 |
| META | Meta Platforms Inc | $4,477.09万 | 1.28% | 79,481 | 0 | 0.0% | — | 不变 |
| PEP | PepsiCo Inc | $4,006.03万 | 1.15% | 295,866 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $3,371.25万 | 0.97% | 123,943 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson Johnson | $3,250.66万 | 0.93% | 127,994 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corp | $2,931.84万 | 0.84% | 154,527 | 0 | 0.0% | — | 不变 |
| PG | Procter Gamble | $2,547.58万 | 0.73% | 173,730 | -850 | -0.5% | -$12.46万 | 减仓 |
| JPM | JPMorgan Chase | $2,379.69万 | 0.68% | 72,700 | 0 | 0.0% | — | 不变 |
| YUM | Yum! Brands Inc | $2,315.89万 | 0.66% | 144,870 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $2,314.71万 | 0.66% | 139,642 | -675 | -0.5% | -$11.19万 | 减仓 |
| TSLA | Tesla Inc | $1,957.68万 | 0.56% | 46,545 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks | $1,821.05万 | 0.52% | 53,400 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial | $1,701.68万 | 0.49% | 37,093 | -560 | -1.5% | -$25.69万 | 减仓 |
| INTC | Intel Corp | $1,615.52万 | 0.46% | 115,700 | 300 | 0.3% | $4.19万 | 加仓 |
| — | Merck Co | $1,595.89万 | 0.46% | 124,194 | 0 | 0.0% | — | 不变 |
| BAC | Bank of Amer Corp | $1,582.97万 | 0.45% | 277,812 | 1 | 0.0% | $57 | 加仓 |
| CSCO | Cisco Systems Inc | $1,483.28万 | 0.42% | 126,280 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works | $1,476.79万 | 0.42% | 54,601 | 0 | 0.0% | — | 不变 |
| FCX | Freeport-McMoRan | $1,446.85万 | 0.41% | 230,060 | -8,116 | -3.4% | -$51.04万 | 减仓 |
| HIG | Hartford Insurance Group Inc | $1,432.98万 | 0.41% | 108,133 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive | $1,410.03万 | 0.40% | 153,799 | -12,400 | -7.5% | -$113.68万 | 减仓 |
| CMCSA | Comcast Corp Cl A | $1,380.08万 | 0.40% | 562,151 | -11,037 | -1.9% | -$27.10万 | 减仓 |
| — | Exxon Mobil Corp | $1,359.00万 | 0.39% | 99,400 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $1,235.12万 | 0.35% | 36,000 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $1,217.95万 | 0.35% | 32,589 | -50 | -0.2% | -$1.87万 | 减仓 |
| AMGN | Amgen Inc | $1,132.35万 | 0.32% | 31,270 | 0 | 0.0% | — | 不变 |
| GL | Globe Life Inc | $1,127.27万 | 0.32% | 63,089 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corp | $1,116.79万 | 0.32% | 35,500 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp | $1,065.42万 | 0.31% | 72,700 | 0 | 0.0% | — | 不变 |
| AMT | American Tower | $996.37万 | 0.29% | 60,914 | 0 | 0.0% | — | 不变 |
| FDX | FedEx Corp | $984.67万 | 0.28% | 31,446 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scien | $982.16万 | 0.28% | 19,590 | 0 | 0.0% | — | 不变 |
| SHEL | Shell PLC ADR | $981.49万 | 0.28% | 126,578 | -30,520 | -19.4% | -$236.65万 | 减仓 |
| GEV | GE Vernova Inc | $963.15万 | 0.28% | 8,198 | 10 | 0.1% | $1.17万 | 加仓 |
| CP | Canadian Pacific Kansas City | $924.92万 | 0.26% | 106,742 | -1,125 | -1.0% | -$9.75万 | 减仓 |
| IBM | Intl Bus Machines | $876.45万 | 0.25% | 31,167 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $862.85万 | 0.25% | 16,800 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris Intl | $790.20万 | 0.23% | 43,679 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $774.91万 | 0.22% | 89,959 | 409 | 0.5% | $3.52万 | 加仓 |
| WFC | Wells Fargo Co | $751.20万 | 0.22% | 90,900 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm Inc | $728.07万 | 0.21% | 39,400 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group | $714.88万 | 0.20% | 17,200 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Dev | $702.90万 | 0.20% | 12,100 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials | $694.08万 | 0.20% | 9,600 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments | $652.77万 | 0.19% | 21,900 | 0 | 0.0% | — | 不变 |
| LH | Labcorp Holdingings | $651.00万 | 0.19% | 23,250 | -1,460 | -5.9% | -$40.88万 | 减仓 |
| LRCX | Lam Research Corp | $650.00万 | 0.19% | 15,000 | 0 | 0.0% | — | 不变 |
| VMC | Vulcan Materials Co | $634.51万 | 0.18% | 21,508 | 0 | 0.0% | — | 不变 |
| TEL | TE Connectivity PLC | $633.06万 | 0.18% | 31,400 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale | $598.70万 | 0.17% | 6,400 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $577.63万 | 0.17% | 51,000 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $566.54万 | 0.16% | 22,180 | 50 | 0.2% | $1.28万 | 加仓 |
| HD | Home Depot Inc | $564.29万 | 0.16% | 16,000 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corp | $555.09万 | 0.16% | 23,329 | -1,482 | -6.0% | -$35.26万 | 减仓 |
| NEE | Nextera Energy Inc | $521.35万 | 0.15% | 59,400 | 0 | 0.0% | — | 不变 |
| MMM | 3M Co | $508.93万 | 0.15% | 31,433 | -400 | -1.3% | -$6.48万 | 减仓 |
| MDT | Medtronic PLC | $466.85万 | 0.13% | 59,677 | 59,677 | — | $466.85万 | 新建仓 |
| MS | Morgan Stanley | $455.71万 | 0.13% | 21,800 | 0 | 0.0% | — | 不变 |
| — | Honeywell Intl | $454.74万 | 0.13% | 20,310 | -20,321 | -50.0% | -$454.99万 | 重新持有 |
| SIEGY | Siemens AG ADR | $453.77万 | 0.13% | 28,200 | -400 | -1.4% | -$6.44万 | 减仓 |
| ABBV | Abbvie Inc | $452.95万 | 0.13% | 18,000 | 0 | 0.0% | — | 不变 |
| HONA | Honeywell Aerospace Inc | $449.01万 | 0.13% | 20,310 | 20,310 | — | $449.01万 | 新建仓 |
| ABT | Abbott Labs | $448.57万 | 0.13% | 49,435 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings Inc | $445.60万 | 0.13% | 25,000 | 0 | 0.0% | — | 不变 |
| SAP | SAP AG ADR | $432.00万 | 0.12% | 28,032 | -2,147 | -7.1% | -$33.09万 | 减仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $426.43万 | 0.12% | 13,922 | 66 | 0.5% | $2.02万 | 加仓 |
| CRM | Salesforce Inc | $423.30万 | 0.12% | 27,020 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co | $422.60万 | 0.12% | 52,000 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC ADR | $416.20万 | 0.12% | 79,398 | 0 | 0.0% | — | 不变 |
| LIN | Linde PLC | $415.15万 | 0.12% | 8,000 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $406.99万 | 0.12% | 169,014 | 0 | 0.0% | — | 不变 |
| VZ | Verizon | $383.77万 | 0.11% | 90,641 | 0 | 0.0% | — | 不变 |
| DE | Deere and Co | $380.60万 | 0.11% | 6,000 | 0 | 0.0% | — | 不变 |
| MO | Altria Group | $368.41万 | 0.11% | 51,203 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group | $364.09万 | 0.10% | 3,600 | 0 | 0.0% | — | 不变 |
| YUMC | Yum China Hldgs | $358.83万 | 0.10% | 87,799 | 0 | 0.0% | — | 不变 |
| TJX | TJX Companies Inc | $357.54万 | 0.10% | 23,600 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $357.00万 | 0.10% | 50,000 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical | $336.44万 | 0.10% | 8,460 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global | $334.97万 | 0.10% | 45,668 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial | $322.28万 | 0.09% | 16,064 | 0 | 0.0% | — | 不变 |
| T | ATT Inc | $320.50万 | 0.09% | 154,832 | 0 | 0.0% | — | 不变 |
| CB | Chubb Ltd | $310.75万 | 0.09% | 9,120 | 0 | 0.0% | — | 不变 |
| TGT | Target Corp | $307.87万 | 0.09% | 23,572 | 0 | 0.0% | — | 不变 |
| VRTX | Vertex Pharma | $298.04万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| COP | ConocoPhilips | $296.29万 | 0.08% | 28,500 | 0 | 0.0% | — | 不变 |