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 |
|---|---|---|---|---|---|---|---|---|
| IBMQ | ISHARES TR | $32.15万 | 0.02% | 12,592 | -101 | -0.8% | -$2,578 | 减仓 |
| VGT | VANGUARD WORLD FD | $32.23万 | 0.02% | 462 | 82 | 21.6% | $5.72万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $32.50万 | 0.02% | 1,263 | -25 | -1.9% | -$6,434 | 减仓 |
| EME | EMCOR GROUP INC | $32.56万 | 0.02% | 441 | 10 | 2.3% | $7,383 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $32.57万 | 0.02% | 949 | 30 | 3.3% | $1.03万 | 加仓 |
| QCOM | QUALCOMM INC | $32.63万 | 0.02% | 2,534 | -470 | -15.6% | -$6.05万 | 减仓 |
| VDC | VANGUARD WORLD FD | $32.72万 | 0.02% | 1,457 | -90 | -5.8% | -$2.02万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $33.25万 | 0.02% | 1,677 | -622 | -27.1% | -$12.33万 | 减仓 |
| FAST | FASTENAL CO | $33.51万 | 0.02% | 7,221 | 221 | 3.2% | $1.03万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $33.71万 | 0.02% | 12,381 | 0 | 0.0% | — | 不变 |
| — | VERA BRADLEY INC | $33.72万 | 0.02% | 106,722 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $34.91万 | 0.02% | 1,662 | 180 | 12.1% | $3.78万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $35.10万 | 0.02% | 4,118 | 188 | 4.8% | $1.60万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $35.18万 | 0.02% | 27,788 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP RLTY TR INC | $35.41万 | 0.02% | 41,709 | 373 | 0.9% | $3,167 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $35.60万 | 0.02% | 4,949 | 411 | 9.1% | $2.96万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $35.61万 | 0.02% | 1,952 | 29 | 1.5% | $5,290 | 加仓 |
| SUSA | ISHARES TR | $35.92万 | 0.02% | 2,719 | 25 | 0.9% | $3,303 | 加仓 |
| SHEL | SHELL PLC | $36.59万 | 0.02% | 3,934 | 174 | 4.6% | $1.62万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $36.86万 | 0.02% | 2,645 | 119 | 4.7% | $1.66万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $37.47万 | 0.02% | 3,434 | 820 | 31.4% | $8.95万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $37.69万 | 0.02% | 2,067 | 85 | 4.3% | $1.55万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $38.17万 | 0.02% | 1,314 | 26 | 2.0% | $7,553 | 加仓 |
| IBMR | ISHARES TR | $38.19万 | 0.02% | 15,065 | -105 | -0.7% | -$2,662 | 减仓 |
| DTCR | GLOBAL X FDS | $39.33万 | 0.02% | 16,414 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $39.52万 | 0.02% | 3,780 | 1,263 | 50.2% | $13.20万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $39.65万 | 0.02% | 5,525 | 53 | 1.0% | $3,803 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $39.79万 | 0.02% | 16,594 | -1,551 | -8.5% | -$3.72万 | 减仓 |
| SMH | VANECK ETF TRUST | $40.07万 | 0.02% | 1,045 | -22 | -2.1% | -$8,435 | 减仓 |
| IWO | ISHARES TR | $40.16万 | 0.02% | 1,280 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $40.42万 | 0.02% | 1,666 | 18 | 1.1% | $4,367 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $40.51万 | 0.02% | 2,527 | 622 | 32.7% | $9.97万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $40.56万 | 0.02% | 4,947 | -177 | -3.5% | -$1.45万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $40.73万 | 0.02% | 2,210 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $41.11万 | 0.02% | 4,589 | 167 | 3.8% | $1.50万 | 加仓 |
| CTVA | CORTEVA INC | $41.14万 | 0.02% | 4,914 | 81 | 1.7% | $6,781 | 加仓 |
| IVW | ISHARES TR | $41.52万 | 0.02% | 3,671 | 189 | 5.4% | $2.14万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $41.74万 | 0.02% | 3,279 | -122 | -3.6% | -$1.55万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $41.89万 | 0.02% | 14,381 | -2,157 | -13.0% | -$6.28万 | 减仓 |
| IOO | ISHARES TR | $42.04万 | 0.02% | 3,475 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $42.32万 | 0.02% | 16,862 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $42.49万 | 0.02% | 14,013 | -204 | -1.4% | -$6,185 | 减仓 |
| COP | CONOCOPHILLIPS | $42.52万 | 0.02% | 3,221 | 172 | 5.6% | $2.27万 | 加仓 |
| PSX | PHILLIPS 66 | $42.85万 | 0.02% | 2,352 | 33 | 1.4% | $6,012 | 加仓 |
| ADI | ANALOG DEVICES INC | $42.92万 | 0.02% | 1,349 | 19 | 1.4% | $6,045 | 加仓 |
| CRM | SALESFORCE INC | $43.57万 | 0.02% | 2,334 | -1,459 | -38.5% | -$27.24万 | 减仓 |
| AOA | ISHARES TR | $44.36万 | 0.02% | 5,013 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $44.40万 | 0.02% | 2,342 | -125 | -5.1% | -$2.37万 | 减仓 |
| CB | CHUBB LTD SWITZ | $44.55万 | 0.02% | 1,367 | 46 | 3.5% | $1.50万 | 加仓 |
| IBDR | ISHARES TR | $44.62万 | 0.02% | 18,406 | -693,878 | -97.4% | -$1,681.96万 | 减仓 |
| DGRW | WISDOMTREE TR | $45.05万 | 0.02% | 5,129 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $46.20万 | 0.02% | 4,673 | -352 | -7.0% | -$3.48万 | 减仓 |
| QUAL | ISHARES TR | $46.71万 | 0.02% | 2,435 | 321 | 15.2% | $6.16万 | 加仓 |
| ETSY | ETSY INC | $46.85万 | 0.02% | 9,373 | 9,373 | — | $46.85万 | 新建仓 |
| PEP | PEPSICO INC | $47.94万 | 0.02% | 3,087 | -392 | -11.3% | -$6.09万 | 减仓 |
| SO | SOUTHERN CO | $48.96万 | 0.02% | 5,073 | -163 | -3.1% | -$1.57万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $49.35万 | 0.02% | 1,623 | 30 | 1.9% | $9,122 | 加仓 |
| ECL | ECOLAB INC | $49.72万 | 0.02% | 1,869 | 16 | 0.9% | $4,256 | 加仓 |
| KLAC | KLA CORP | $50.21万 | 0.02% | 341 | 16 | 4.9% | $2.36万 | 加仓 |
| URI | UNITED RENTALS INC | $50.34万 | 0.02% | 691 | -23 | -3.2% | -$1.68万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.49万 | 0.02% | 1,866 | 62 | 3.4% | $1.68万 | 加仓 |
| COMP | COMPASS INC | $51.50万 | 0.02% | 70,451 | -100,000 | -58.7% | -$73.10万 | 减仓 |
| SYK | STRYKER CORPORATION | $51.65万 | 0.02% | 1,572 | -101 | -6.0% | -$3.32万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $52.01万 | 0.02% | 581 | 16 | 2.8% | $1.43万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $52.24万 | 0.03% | 3,583 | -673 | -15.8% | -$9.81万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $52.69万 | 0.03% | 1,836 | 10 | 0.5% | $2,870 | 加仓 |
| — | BLACKROCK FLOATING RATE INCO | $52.91万 | 0.03% | 48,010 | 1,554 | 3.3% | $1.71万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $54.28万 | 0.03% | 9,273 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $54.84万 | 0.03% | 2,107 | 58 | 2.8% | $1.51万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $55.69万 | 0.03% | 1,208 | -14 | -1.1% | -$6,454 | 减仓 |
| FFIV | F5 INC | $55.70万 | 0.03% | 1,925 | 6 | 0.3% | $1,736 | 加仓 |
| IWD | ISHARES TR | $56.26万 | 0.03% | 2,633 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $56.40万 | 0.03% | 6,749 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $58.22万 | 0.03% | 2,937 | 10 | 0.3% | $1,982 | 加仓 |
| IVE | ISHARES TR | $59.40万 | 0.03% | 2,813 | 780 | 38.4% | $16.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.94万 | 0.03% | 11,940 | 2,333 | 24.3% | $11.71万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $60.33万 | 0.03% | 9,848 | 5,150 | 109.6% | $31.55万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $61.94万 | 0.03% | 2,899 | 349 | 13.7% | $7.46万 | 加仓 |
| CMI | CUMMINS INC | $62.09万 | 0.03% | 1,154 | 25 | 2.2% | $1.35万 | 加仓 |
| DIS | DISNEY WALT CO | $63.39万 | 0.03% | 6,577 | 178 | 2.8% | $1.72万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $63.58万 | 0.03% | 151 | 6 | 4.1% | $2.53万 | 加仓 |
| TFC | TRUIST FINL CORP | $63.86万 | 0.03% | 13,891 | 262 | 1.9% | $1.20万 | 加仓 |
| T | AT&T INC | $64.25万 | 0.03% | 22,163 | 1,521 | 7.4% | $4.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $65.37万 | 0.03% | 4,469 | -132 | -2.9% | -$1.93万 | 减仓 |
| NVS | NOVARTIS AG | $65.58万 | 0.03% | 4,293 | 154 | 3.7% | $2.35万 | 加仓 |
| — | HONEYWELL INTL INC | $66.48万 | 0.03% | 2,941 | 64 | 2.2% | $1.45万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $68.28万 | 0.03% | 5,138 | 464 | 9.9% | $6.17万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $69.11万 | 0.03% | 14,786 | -7,202 | -32.8% | -$33.66万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.45万 | 0.03% | 2,041 | 20 | 1.0% | $6,903 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $73.78万 | 0.04% | 2,097 | 71 | 3.5% | $2.50万 | 加仓 |
| ASST | STRIVE INC | $73.91万 | 0.04% | 73,766 | 73,766 | — | $73.91万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $74.83万 | 0.04% | 6,612 | -339 | -4.9% | -$3.84万 | 减仓 |
| MO | ALTRIA GROUP INC | $74.90万 | 0.04% | 11,351 | 246 | 2.2% | $1.62万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $75.01万 | 0.04% | 9,728 | -211 | -2.1% | -$1.63万 | 减仓 |
| EMR | EMERSON ELEC CO | $76.48万 | 0.04% | 5,837 | 157 | 2.8% | $2.06万 | 加仓 |
| HSY | HERSHEY CO | $77.15万 | 0.04% | 3,711 | 33 | 0.9% | $6,860 | 加仓 |
| INTC | INTEL CORP | $77.17万 | 0.04% | 17,487 | 987 | 6.0% | $4.36万 | 加仓 |
| LIN | LINDE PLC | $78.28万 | 0.04% | 1,579 | 112 | 7.6% | $5.55万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $78.91万 | 0.04% | 30,778 | 0 | 0.0% | — | 不变 |