Klingman & Associates, LLC
New York NY · SEC CIK 0001662449
$23.49亿2026Q2 申报市值
350持仓数
52.7%前十大占比 · 第一大 16.9%
27 / 14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
VTIP 加仓+$935.15万
IEFA 加仓+$432.91万
IJH 加仓+$370.31万
RWL 加仓+$313.40万
IVV 加仓+$301.80万
2026Q2 卖出最多 按季末市值估算
JMST 减仓-$543.05万
DDOG 减仓-$381.27万
CFG 减仓-$329.09万
MDYG 减仓-$298.38万
MDYV 减仓-$278.11万
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 |
|---|---|---|---|---|---|---|---|---|
| FFIV | F5 INC | $80.32万 | 0.03% | 1,931 | 6 | 0.3% | $2,496 | 加仓 |
| CPNG | COUPANG INC | $81.05万 | 0.03% | 46,663 | -317 | -0.7% | -$5,506 | 减仓 |
| WFC | WELLS FARGO & CO | $82.57万 | 0.04% | 9,992 | -512 | -4.9% | -$4.23万 | 减仓 |
| CMI | CUMMINS INC | $83.02万 | 0.04% | 1,164 | 10 | 0.9% | $7,132 | 加仓 |
| MO | ALTRIA GROUP INC | $83.63万 | 0.04% | 11,624 | 273 | 2.4% | $1.96万 | 加仓 |
| BLK | BLACKROCK INC | $83.75万 | 0.04% | 871 | 9 | 1.0% | $8,654 | 加仓 |
| LIN | LINDE PLC | $83.91万 | 0.04% | 1,617 | 38 | 2.4% | $1.97万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $84.00万 | 0.04% | 2,021 | 155 | 8.3% | $6.44万 | 加仓 |
| URI | UNITED RENTALS INC | $84.40万 | 0.04% | 745 | 54 | 7.8% | $6.12万 | 加仓 |
| EMR | EMERSON ELEC CO | $85.46万 | 0.04% | 5,970 | 133 | 2.3% | $1.90万 | 加仓 |
| ROST | ROSS STORES INC | $85.48万 | 0.04% | 4,016 | 50 | 1.3% | $1.06万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $86.06万 | 0.04% | 10,067 | 339 | 3.5% | $2.90万 | 加仓 |
| COMP | COMPASS INC | $86.85万 | 0.04% | 70,439 | -12 | -0.0% | -$148 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $90.27万 | 0.04% | 2,647 | 120 | 4.7% | $4.09万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $90.58万 | 0.04% | 30,778 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $91.14万 | 0.04% | 7,325 | -58 | -0.8% | -$7,216 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $91.43万 | 0.04% | 20,326 | -1,016 | -4.8% | -$4.57万 | 减仓 |
| SMH | VANECK ETF TRUST | $91.69万 | 0.04% | 1,398 | 353 | 33.8% | $23.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $93.36万 | 0.04% | 2,760 | 65 | 2.4% | $2.20万 | 加仓 |
| SNDK | SANDISK CORP | $93.45万 | 0.04% | 411 | 49 | 13.5% | $11.14万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $95.06万 | 0.04% | 1,896 | -48 | -2.5% | -$2.41万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $96.07万 | 0.04% | 11,724 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $96.09万 | 0.04% | 20,217 | 115 | 0.6% | $5,466 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $96.34万 | 0.04% | 10,461 | -1,287 | -11.0% | -$11.85万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $96.75万 | 0.04% | 1,899 | 11 | 0.6% | $5,604 | 加仓 |
| NFLX | NETFLIX INC. | $97.48万 | 0.04% | 13,652 | -3,292 | -19.4% | -$23.50万 | 减仓 |
| DIS | DISNEY WALT CO | $97.81万 | 0.04% | 10,162 | 3,585 | 54.5% | $34.51万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $102.36万 | 0.04% | 11,281 | -883 | -7.3% | -$8.01万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $103.44万 | 0.04% | 4,372 | -692 | -13.7% | -$16.37万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $103.95万 | 0.04% | 8,332 | 23 | 0.3% | $2,870 | 加仓 |
| MINT | PIMCO ETF TR | $105.85万 | 0.05% | 10,500 | -10,000 | -48.8% | -$100.81万 | 减仓 |
| KLAC | KLA CORP | $106.08万 | 0.05% | 3,516 | 106 | 3.1% | $3.20万 | 加仓 |
| GLD | SPDR GOLD TR | $107.53万 | 0.05% | 2,919 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $108.45万 | 0.05% | 5,716 | 2 | 0.0% | $379 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $110.09万 | 0.05% | 26,685 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $111.49万 | 0.05% | 19,566 | 1,074 | 5.8% | $6.12万 | 加仓 |
| IAU | ISHARES GOLD TR | $113.38万 | 0.05% | 15,015 | -593 | -3.8% | -$4.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $116.07万 | 0.05% | 7,002 | 334 | 5.0% | $5.54万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $118.58万 | 0.05% | 6,554 | 229 | 3.6% | $4.14万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $124.41万 | 0.05% | 6,530 | 1,392 | 27.1% | $26.52万 | 加仓 |
| MS | MORGAN STANLEY | $126.89万 | 0.05% | 6,070 | -709 | -10.5% | -$14.82万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $127.85万 | 0.05% | 25,367 | -346 | -1.3% | -$1.74万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $129.64万 | 0.06% | 25,590 | -14,823 | -36.7% | -$75.09万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $130.33万 | 0.06% | 47,052 | -1,289 | -2.7% | -$3.57万 | 减仓 |
| HUBB | HUBBELL INC | $132.95万 | 0.06% | 2,541 | 12 | 0.5% | $6,278 | 加仓 |
| ASML | ASML HLDG NV | $133.49万 | 0.06% | 671 | 71 | 11.8% | $14.13万 | 加仓 |
| MRK | MERCK & CO INC | $134.45万 | 0.06% | 10,463 | 166 | 1.6% | $2.13万 | 加仓 |
| MCD | MCDONALDS CORP | $135.48万 | 0.06% | 5,012 | -406 | -7.5% | -$10.97万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $136.59万 | 0.06% | 3,152 | 253 | 8.7% | $10.96万 | 加仓 |
| EEM | ISHARES TR | $139.24万 | 0.06% | 20,354 | -61 | -0.3% | -$4,173 | 减仓 |
| TXN | TEXAS INSTRS INC | $139.41万 | 0.06% | 4,677 | 59 | 1.3% | $1.76万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $139.54万 | 0.06% | 4,962 | 87 | 1.8% | $2.45万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $146.40万 | 0.06% | 9,264 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $148.56万 | 0.06% | 13,466 | -309 | -2.2% | -$3.41万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $149.80万 | 0.06% | 6,689 | 13 | 0.2% | $2,911 | 加仓 |
| DE | DEERE & CO | $150.53万 | 0.06% | 2,373 | 34 | 1.5% | $2.16万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $151.06万 | 0.06% | 1,494 | 40 | 2.8% | $4.04万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $151.10万 | 0.06% | 10,986 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $153.64万 | 0.07% | 6,968 | 3,595 | 106.6% | $79.27万 | 加仓 |
| KO | COCA COLA CO | $155.47万 | 0.07% | 19,130 | -2,042 | -9.6% | -$16.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $157.69万 | 0.07% | 3,302 | 90 | 2.8% | $4.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $159.77万 | 0.07% | 18,203 | 199 | 1.1% | $1.75万 | 加仓 |
| BX | BLACKSTONE INC | $159.89万 | 0.07% | 13,588 | 226 | 1.7% | $2.66万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $161.78万 | 0.07% | 4,424 | -55 | -1.2% | -$2.01万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $162.23万 | 0.07% | 35,398 | 4,546 | 14.7% | $20.83万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $168.20万 | 0.07% | 28,269 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $168.66万 | 0.07% | 10,267 | -213 | -2.0% | -$3.50万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $174.35万 | 0.07% | 11,468 | -775 | -6.3% | -$11.78万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $177.21万 | 0.08% | 32,214 | 671 | 2.1% | $3.69万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $189.17万 | 0.08% | 12,934 | -20 | -0.2% | -$2,925 | 减仓 |
| EFAV | ISHARES TR | $190.08万 | 0.08% | 21,671 | -870 | -3.9% | -$7.63万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $190.31万 | 0.08% | 7,832 | -6 | -0.1% | -$1,458 | 减仓 |
| CSCO | CISCO SYS INC | $190.61万 | 0.08% | 16,227 | 487 | 3.1% | $5.72万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $192.38万 | 0.08% | 14,753 | -125 | -0.8% | -$1.63万 | 减仓 |
| WMT | WALMART INC | $197.82万 | 0.08% | 17,466 | 798 | 4.8% | $9.04万 | 加仓 |
| IBDY | ISHARES TR | $202.96万 | 0.09% | 78,833 | 78,833 | — | $202.96万 | 新建仓 |
| GLW | CORNING INC | $206.08万 | 0.09% | 8,068 | 96 | 1.2% | $2.45万 | 加仓 |
| ORCL | ORACLE CORP | $208.75万 | 0.09% | 14,244 | -420 | -2.9% | -$6.16万 | 减仓 |
| HD | HOME DEPOT INC | $214.01万 | 0.09% | 6,068 | -134 | -2.2% | -$4.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $223.13万 | 0.09% | 3,030 | 88 | 3.0% | $6.48万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $224.70万 | 0.10% | 15,323 | -228 | -1.5% | -$3.34万 | 减仓 |
| TJX | TJX COS INC NEW | $229.58万 | 0.10% | 15,154 | 13 | 0.1% | $1,970 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $241.77万 | 0.10% | 47,808 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $246.60万 | 0.10% | 4,245 | 305 | 7.7% | $17.72万 | 加仓 |
| OEF | ISHARES TR | $251.79万 | 0.11% | 6,882 | -262 | -3.7% | -$9.59万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $258.78万 | 0.11% | 11,875 | -1 | -0.0% | -$218 | 减仓 |
| INTC | INTEL CORP | $261.47万 | 0.11% | 18,726 | 1,239 | 7.1% | $17.30万 | 加仓 |
| C | CITIGROUP INC | $267.81万 | 0.11% | 19,135 | 151 | 0.8% | $2.11万 | 加仓 |
| HDV | ISHARES TR | $276.75万 | 0.12% | 100,967 | -158 | -0.2% | -$4,331 | 减仓 |
| IXUS | ISHARES TR | $281.40万 | 0.12% | 29,484 | -435 | -1.5% | -$4.15万 | 减仓 |
| LLY | ELI LILLY & CO | $289.06万 | 0.12% | 2,410 | 99 | 4.3% | $11.87万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $289.43万 | 0.12% | 13,603 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $302.33万 | 0.13% | 8,812 | -320 | -3.5% | -$10.98万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $305.05万 | 0.13% | 35,413 | -3,383 | -8.7% | -$29.14万 | 减仓 |
| GEV | GE VERNOVA INC | $306.40万 | 0.13% | 2,608 | 61 | 2.4% | $7.17万 | 加仓 |
| CAT | CATERPILLAR INC | $307.22万 | 0.13% | 2,885 | 83 | 3.0% | $8.84万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $313.29万 | 0.13% | 3,349 | -69 | -2.0% | -$6.45万 | 减仓 |
| VB | VANGUARD INDEX FDS | $315.88万 | 0.13% | 10,421 | -42 | -0.4% | -$1.27万 | 减仓 |
| IWN | ISHARES TR | $316.25万 | 0.13% | 14,297 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $317.78万 | 0.14% | 20,373 | -51 | -0.2% | -$7,955 | 减仓 |