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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $79.10万 | 0.04% | 8,417 | 125 | 1.5% | $1.17万 | 加仓 |
| ASML | ASML HLDG NV | $79.25万 | 0.04% | 600 | 93 | 18.3% | $12.28万 | 加仓 |
| LOW | LOWES COS INC | $79.70万 | 0.04% | 3,373 | 68 | 2.1% | $1.61万 | 加仓 |
| PFE | PFIZER INC | $79.89万 | 0.04% | 28,450 | 414 | 1.5% | $1.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $80.15万 | 0.04% | 3,940 | 143 | 3.8% | $2.91万 | 加仓 |
| VDE | VANGUARD WORLD FD | $81.45万 | 0.04% | 4,707 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $81.52万 | 0.04% | 2,695 | 3 | 0.1% | $907 | 加仓 |
| EFG | ISHARES TR | $82.22万 | 0.04% | 7,383 | 58 | 0.8% | $6,459 | 加仓 |
| CSX | CSX CORP | $82.52万 | 0.04% | 20,102 | 339 | 1.7% | $1.39万 | 加仓 |
| BLK | BLACKROCK INC | $82.90万 | 0.04% | 862 | -74 | -7.9% | -$7.12万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $83.13万 | 0.04% | 11,724 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $83.62万 | 0.04% | 10,504 | -427 | -3.9% | -$3.40万 | 减仓 |
| ROST | ROSS STORES INC | $85.92万 | 0.04% | 3,966 | -473 | -10.7% | -$10.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $87.20万 | 0.04% | 2,581 | 429 | 19.9% | $14.49万 | 加仓 |
| CPNG | COUPANG INC | $88.70万 | 0.04% | 46,980 | -946 | -2.0% | -$1.79万 | 减仓 |
| TXN | TEXAS INSTRS INC | $89.65万 | 0.04% | 4,618 | 67 | 1.5% | $1.30万 | 加仓 |
| BAC | BANK AMERICA CORP | $90.15万 | 0.04% | 18,492 | -380 | -2.0% | -$1.85万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $91.79万 | 0.04% | 8,309 | 16 | 0.2% | $1,768 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $92.56万 | 0.04% | 21,342 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $95.55万 | 0.05% | 1,944 | 65 | 3.5% | $3.19万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $104.59万 | 0.05% | 6,325 | 34 | 0.5% | $5,622 | 加仓 |
| GLW | CORNING INC | $108.40万 | 0.05% | 7,972 | 235 | 3.0% | $3.20万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $108.45万 | 0.05% | 11,748 | -222 | -1.9% | -$2.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $108.55万 | 0.05% | 3,212 | 502 | 18.5% | $16.97万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $108.92万 | 0.05% | 5,064 | -611 | -10.8% | -$13.14万 | 减仓 |
| RTX | RTX CORPORATION | $110.22万 | 0.05% | 5,714 | 300 | 5.5% | $5.79万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $111.33万 | 0.05% | 26,685 | -248 | -0.9% | -$1.03万 | 减仓 |
| MS | MORGAN STANLEY | $111.56万 | 0.05% | 6,779 | 216 | 3.3% | $3.55万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $114.11万 | 0.05% | 1,888 | 76 | 4.2% | $4.59万 | 加仓 |
| EEM | ISHARES TR | $115.94万 | 0.06% | 20,415 | 140 | 0.7% | $7,951 | 加仓 |
| — | ISHARES TR | $117.18万 | 0.06% | 45,332 | 45,332 | — | $117.18万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $118.17万 | 0.06% | 4,875 | -257 | -5.0% | -$6.23万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $119.64万 | 0.06% | 48,341 | -1,100 | -2.2% | -$2.72万 | 减仓 |
| CSCO | CISCO SYS INC | $122.13万 | 0.06% | 15,740 | 484 | 3.2% | $3.76万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $123.05万 | 0.06% | 1,454 | 90 | 6.6% | $7.62万 | 加仓 |
| MRK | MERCK & CO INC | $123.86万 | 0.06% | 10,297 | -211 | -2.0% | -$2.54万 | 减仓 |
| HUBB | HUBBELL INC | $124.11万 | 0.06% | 2,529 | 4 | 0.2% | $1,963 | 加仓 |
| ABT | ABBOTT LABORATORIES | $124.89万 | 0.06% | 12,164 | -225 | -1.8% | -$2.31万 | 减仓 |
| GLD | SPDR GOLD TR | $125.60万 | 0.06% | 2,919 | 1,107 | 61.1% | $47.63万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $126.15万 | 0.06% | 10,986 | 0 | 0.0% | — | 不变 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $127.72万 | 0.06% | 25,713 | 1,897 | 8.0% | $9.42万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $127.79万 | 0.06% | 30,852 | 160 | 0.5% | $6,627 | 加仓 |
| DE | DEERE & CO | $131.76万 | 0.06% | 2,339 | -818 | -25.9% | -$46.08万 | 减仓 |
| IWR | ISHARES TR | $133.93万 | 0.06% | 13,775 | -22 | -0.2% | -$2,139 | 减仓 |
| VBK | VANGUARD INDEX FDS | $135.39万 | 0.06% | 4,479 | -161 | -3.5% | -$4.87万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $135.64万 | 0.06% | 6,676 | -269 | -3.9% | -$5.47万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $137.20万 | 0.07% | 9,264 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $137.60万 | 0.07% | 15,608 | 9,295 | 147.2% | $81.94万 | 加仓 |
| CVX | CHEVRON CORPORATION | $137.96万 | 0.07% | 6,668 | 371 | 5.9% | $7.68万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $142.70万 | 0.07% | 28,269 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $149.27万 | 0.07% | 10,480 | -30 | -0.3% | -$4,273 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $152.86万 | 0.07% | 31,543 | 86 | 0.3% | $4,168 | 加仓 |
| BX | BLACKSTONE INC | $153.65万 | 0.07% | 13,362 | 809 | 6.4% | $9.30万 | 加仓 |
| KO | COCA COLA CO | $161.01万 | 0.08% | 21,172 | 491 | 2.4% | $3.73万 | 加仓 |
| NFLX | NETFLIX INC. | $162.92万 | 0.08% | 16,944 | 1,810 | 12.0% | $17.40万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $166.15万 | 0.08% | 12,954 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $167.22万 | 0.08% | 18,004 | 430 | 2.4% | $3.99万 | 加仓 |
| SHY | ISHARES TR | $167.44万 | 0.08% | 20,279 | 20,279 | — | $167.44万 | 新建仓 |
| MCD | MCDONALDS CORP | $168.39万 | 0.08% | 5,418 | 76 | 1.4% | $2.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $169.81万 | 0.08% | 2,942 | 140 | 5.0% | $8.08万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $170.08万 | 0.08% | 14,878 | 1 | 0.0% | $114 | 加仓 |
| VBR | VANGUARD INDEX FDS | $170.28万 | 0.08% | 7,838 | -192 | -2.4% | -$4.17万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $177.27万 | 0.08% | 12,243 | 18 | 0.1% | $2,606 | 加仓 |
| CAT | CATERPILLAR INC | $198.51万 | 0.10% | 2,802 | 88 | 3.2% | $6.23万 | 加仓 |
| PJT | PJT PARTNERS INC | $198.86万 | 0.10% | 14,233 | 7,353 | 106.9% | $102.74万 | 加仓 |
| HD | HOME DEPOT INC | $203.98万 | 0.10% | 6,202 | -316 | -4.8% | -$10.39万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $205.44万 | 0.10% | 40,413 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $205.96万 | 0.10% | 22,541 | -150 | -0.7% | -$1.37万 | 减仓 |
| MINT | PIMCO ETF TR | $206.17万 | 0.10% | 20,500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $207.15万 | 0.10% | 16,668 | 442 | 2.7% | $5.49万 | 加仓 |
| LLY | ELI LILLY & CO | $212.56万 | 0.10% | 2,311 | 8 | 0.3% | $7,358 | 加仓 |
| C | CITIGROUP INC | $215.30万 | 0.10% | 18,984 | 272 | 1.5% | $3.08万 | 加仓 |
| ORCL | ORACLE CORP | $215.72万 | 0.10% | 14,664 | 257 | 1.8% | $3.78万 | 加仓 |
| GEV | GE VERNOVA INC | $222.33万 | 0.11% | 2,547 | 95 | 3.9% | $8.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $224.62万 | 0.11% | 15,551 | 113 | 0.7% | $1.63万 | 加仓 |
| OEF | ISHARES TR | $227.23万 | 0.11% | 7,144 | 283 | 4.1% | $9.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $233.00万 | 0.11% | 11,876 | -1,725 | -12.7% | -$33.84万 | 减仓 |
| TJX | TJX COS INC NEW | $241.80万 | 0.12% | 15,141 | 176 | 1.2% | $2.81万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $241.96万 | 0.12% | 47,808 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $249.81万 | 0.12% | 30,090 | 349 | 1.2% | $2.90万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $258.69万 | 0.12% | 20,424 | 1,427 | 7.5% | $18.07万 | 加仓 |
| IXUS | ISHARES TR | $259.22万 | 0.12% | 29,919 | -67 | -0.2% | -$5,805 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $261.07万 | 0.12% | 13,603 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $271.06万 | 0.13% | 14,297 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $271.91万 | 0.13% | 9,582 | 82 | 0.9% | $2.33万 | 加仓 |
| VB | VANGUARD INDEX FDS | $274.05万 | 0.13% | 10,463 | -34 | -0.3% | -$8,905 | 减仓 |
| HDV | ISHARES TR | $274.50万 | 0.13% | 20,225 | -417 | -2.0% | -$5.66万 | 减仓 |
| V | VISA INC | $276.01万 | 0.13% | 9,132 | -75 | -0.8% | -$2.27万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $282.42万 | 0.14% | 6,466 | -451 | -6.5% | -$19.70万 | 减仓 |
| ABBV | ABBVIE INC | $285.35万 | 0.14% | 13,120 | -48 | -0.4% | -$1.04万 | 减仓 |
| TSLA | TESLA INC | $300.30万 | 0.14% | 8,078 | 188 | 2.4% | $6.99万 | 加仓 |
| EFA | ISHARES TR | $302.11万 | 0.14% | 31,103 | 561 | 1.8% | $5.45万 | 加仓 |
| IWF | ISHARES TR | $308.59万 | 0.15% | 7,237 | 4 | 0.1% | $1,706 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $340.58万 | 0.16% | 3,418 | 100 | 3.0% | $9.96万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $350.76万 | 0.17% | 66,457 | 90 | 0.1% | $4,750 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $357.45万 | 0.17% | 47,597 | -4,060 | -7.9% | -$30.49万 | 减仓 |
| AMAT | APPLIED MATLS INC | $357.61万 | 0.17% | 10,463 | 71 | 0.7% | $2.43万 | 加仓 |
| META | META PLATFORMS INC | $383.46万 | 0.18% | 6,702 | 216 | 3.3% | $12.36万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $388.29万 | 0.19% | 7,771 | 39 | 0.5% | $1.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $401.76万 | 0.19% | 64,332 | -96 | -0.1% | -$5,995 | 减仓 |