Klingman & Associates, LLC
New York NY · SEC CIK 0001662449
$20.89亿2026Q1 申报市值
332持仓数
51.8%前十大占比 · 第一大 16.5%
24 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTIP 加仓+$1,688.84万
IVV 加仓+$816.90万
IBDX 加仓+$492.31万
IEFA 加仓+$435.71万
VEA 加仓+$419.02万
2026Q1 卖出最多 按季末市值估算
IBDR 减仓-$1,681.96万
PRF 减仓-$301.46万
JLL 减仓-$135.67万
SPYV 减仓-$122.55万
SPYG 减仓-$111.57万
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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -6,475 | -100.0% | -$51.99万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -5,004 | -100.0% | -$39.88万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,104 | -100.0% | -$38.64万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -6,238 | -100.0% | -$29.01万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,849 | -100.0% | -$26.74万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -2,057 | -100.0% | -$26.24万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,396 | -100.0% | -$25.67万 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -9,349 | -100.0% | -$23.97万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,910 | -100.0% | -$23.47万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -929 | -100.0% | -$22.57万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -2,239 | -100.0% | -$21.69万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -606 | -100.0% | -$21.41万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,607 | -100.0% | -$21.06万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -310 | -100.0% | -$20.97万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -887 | -100.0% | -$20.18万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYG | LLOYDS BANKING GROUP PLC | $5.70万 | 0.00% | 11,332 | 411 | 3.8% | $2,067 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $11.22万 | 0.01% | 14,137 | 1,341 | 10.5% | $1.06万 | 加仓 |
| F | FORD MTR CO | $11.83万 | 0.01% | 10,248 | 235 | 2.3% | $2,712 | 加仓 |
| SAN | BANCO SANTANDER SA | $13.08万 | 0.01% | 11,595 | 1,039 | 9.8% | $1.17万 | 加仓 |
| — | BRILLIANT EARTH GROUP INC | $19.72万 | 0.01% | 148,273 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $20.04万 | 0.01% | 872 | 872 | — | $20.04万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $20.28万 | 0.01% | 4,699 | 4,699 | — | $20.28万 | 新建仓 |
| WAB | WABTEC | $20.32万 | 0.01% | 813 | 813 | — | $20.32万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $20.47万 | 0.01% | 2,096 | -132 | -5.9% | -$1.29万 | 减仓 |
| NEM | NEWMONT CORP | $20.68万 | 0.01% | 1,910 | 1,910 | — | $20.68万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $20.74万 | 0.01% | 1,202 | 138 | 13.0% | $2.38万 | 重新持有 |
| MDT | MEDTRONIC PLC | $20.97万 | 0.01% | 2,420 | -185 | -7.1% | -$1.60万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $20.98万 | 0.01% | 4,720 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.07万 | 0.01% | 1,523 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $21.33万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $21.47万 | 0.01% | 2,904 | 2,904 | — | $21.47万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.70万 | 0.01% | 2,385 | 2,385 | — | $21.70万 | 新建仓 |
| RBC | RBC BEARINGS INC | $22.00万 | 0.01% | 405 | 405 | — | $22.00万 | 新建仓 |
| TSN | TYSON FOODS INC | $22.03万 | 0.01% | 3,439 | 12 | 0.4% | $769 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $22.28万 | 0.01% | 7,999 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $22.46万 | 0.01% | 1,715 | 11 | 0.6% | $1,440 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $22.58万 | 0.01% | 1,085 | 51 | 4.9% | $1.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.80万 | 0.01% | 584 | 75 | 14.7% | $2.93万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $22.91万 | 0.01% | 3,149 | 3,149 | — | $22.91万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.92万 | 0.01% | 6,058 | 6,058 | — | $22.92万 | 新建仓 |
| MCO | MOODYS CORP | $22.99万 | 0.01% | 527 | 39 | 8.0% | $1.70万 | 加仓 |
| SNDK | SANDISK CORP | $23.00万 | 0.01% | 362 | 362 | — | $23.00万 | 新建仓 |
| YUM | YUM BRANDS INC | $23.03万 | 0.01% | 1,481 | 27 | 1.9% | $4,198 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $23.04万 | 0.01% | 2,342 | 2,342 | — | $23.04万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $23.11万 | 0.01% | 12,648 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $23.16万 | 0.01% | 775 | 22 | 2.9% | $6,575 | 加仓 |
| STLD | STEEL DYNAMICS INC | $23.42万 | 0.01% | 1,301 | 1,301 | — | $23.42万 | 新建仓 |
| TPR | TAPESTRY INC | $23.42万 | 0.01% | 1,660 | -145 | -8.0% | -$2.05万 | 减仓 |
| EFV | ISHARES TR | $23.47万 | 0.01% | 3,157 | 3,157 | — | $23.47万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.62万 | 0.01% | 529 | 64 | 13.8% | $2.86万 | 加仓 |
| ETN | EATON CORP PLC | $23.71万 | 0.01% | 663 | -53 | -7.4% | -$1.90万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.78万 | 0.01% | 607 | 607 | — | $23.78万 | 新建仓 |
| MPC | MARATHON PETE CORP | $23.78万 | 0.01% | 974 | 974 | — | $23.78万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $24.10万 | 0.01% | 1,963 | 435 | 28.5% | $5.34万 | 加仓 |
| GBX | GREENBRIER COS INC | $24.42万 | 0.01% | 4,639 | 82 | 1.8% | $4,317 | 加仓 |
| UL | UNILEVER PLC | $24.45万 | 0.01% | 4,291 | 16 | 0.4% | $912 | 加仓 |
| CMCSA | COMCAST CORP NEW | $24.47万 | 0.01% | 8,524 | 568 | 7.1% | $1.63万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $24.52万 | 0.01% | 4,640 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $24.69万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.95万 | 0.01% | 4,114 | 310 | 8.1% | $1.88万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $25.09万 | 0.01% | 4,242 | 60 | 1.4% | $3,549 | 加仓 |
| MCK | MCKESSON CORP | $25.18万 | 0.01% | 291 | 33 | 12.8% | $2.86万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $25.37万 | 0.01% | 10,710 | 10 | 0.1% | $237 | 加仓 |
| APA | APA CORPORATION | $25.59万 | 0.01% | 6,029 | 6,029 | — | $25.59万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $25.59万 | 0.01% | 946 | 946 | — | $25.59万 | 新建仓 |
| APH | AMPHENOL CORP | $25.64万 | 0.01% | 2,029 | 460 | 29.3% | $5.81万 | 加仓 |
| ESGU | ISHARES TR | $25.82万 | 0.01% | 1,826 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $25.91万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $26.40万 | 0.01% | 3,676 | -386 | -9.5% | -$2.77万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $26.47万 | 0.01% | 2,294 | 2,294 | — | $26.47万 | 新建仓 |
| IUSV | ISHARES TR | $26.66万 | 0.01% | 2,607 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $26.91万 | 0.01% | 937 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $27.24万 | 0.01% | 3,743 | 159 | 4.4% | $1.16万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $27.36万 | 0.01% | 3,317 | 374 | 12.7% | $3.09万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.84万 | 0.01% | 9,074 | 72 | 0.8% | $2,209 | 加仓 |
| TM | TOYOTA MOTOR CORP | $27.92万 | 0.01% | 1,355 | 81 | 6.4% | $1.67万 | 加仓 |
| DOW | DOW HLDGS INC | $28.00万 | 0.01% | 6,723 | 6,723 | — | $28.00万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $28.37万 | 0.01% | 3,985 | 253 | 6.8% | $1.80万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $28.49万 | 0.01% | 8,498 | 319 | 3.9% | $1.07万 | 加仓 |
| KKR | KKR & CO INC | $28.52万 | 0.01% | 3,083 | 89 | 3.0% | $8,233 | 加仓 |
| DEM | WISDOMTREE TR | $28.57万 | 0.01% | 5,749 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $28.60万 | 0.01% | 2,184 | -319 | -12.7% | -$4.18万 | 减仓 |
| DGRO | ISHARES TR | $28.77万 | 0.01% | 4,100 | -100 | -2.4% | -$7,018 | 减仓 |
| INTU | INTUIT | $28.93万 | 0.01% | 669 | 69 | 11.5% | $2.98万 | 加仓 |
| IYW | ISHARES TR | $29.05万 | 0.01% | 1,601 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $29.27万 | 0.01% | 11,504 | -4,080 | -26.2% | -$10.38万 | 减仓 |
| BA | BOEING CO | $29.42万 | 0.01% | 1,478 | 33 | 2.3% | $6,568 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $29.85万 | 0.01% | 9,787 | -969 | -9.0% | -$2.96万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $29.87万 | 0.01% | 616 | 12 | 2.0% | $5,819 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $30.21万 | 0.01% | 391 | 9 | 2.4% | $6,954 | 加仓 |
| MMM | 3M CO | $30.25万 | 0.01% | 2,083 | 42 | 2.1% | $6,100 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $30.70万 | 0.01% | 450 | 11 | 2.5% | $7,505 | 加仓 |
| FDX | FEDEX CORP | $30.92万 | 0.01% | 868 | -11 | -1.3% | -$3,918 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $30.99万 | 0.01% | 6,684 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $31.04万 | 0.01% | 1,574 | 1,574 | — | $31.04万 | 新建仓 |