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 |
|---|---|---|---|---|---|---|---|---|
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -14,233 | -100.0% | -$198.86万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -45,332 | -100.0% | -$117.18万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$71.81万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -4,673 | -100.0% | -$46.20万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -669 | -100.0% | -$28.93万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,723 | -100.0% | -$28.00万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -291 | -100.0% | -$25.18万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -8,524 | -100.0% | -$24.47万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -3,157 | -100.0% | -$23.47万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -584 | -100.0% | -$22.80万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,420 | -100.0% | -$20.97万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,910 | -100.0% | -$20.68万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -872 | -100.0% | -$20.04万 | 清仓 |
| — | BRILLIANT EARTH GROUP INC | $0 | 0.00% | 0 | -148,273 | -100.0% | -$19.72万 | 清仓 |
| WIT | WIPRO LTD | $3.27万 | 0.00% | 14,514 | 14,514 | — | $3.27万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $7.74万 | 0.00% | 13,281 | 1,949 | 17.2% | $1.14万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $14.59万 | 0.01% | 15,229 | 1,092 | 7.7% | $1.05万 | 加仓 |
| F | FORD MTR CO | $14.60万 | 0.01% | 10,505 | 257 | 2.5% | $3,572 | 加仓 |
| SAN | BANCO SANTANDER SA | $18.56万 | 0.01% | 13,446 | 1,851 | 16.0% | $2.55万 | 加仓 |
| APA | APA CORPORATION | $20.19万 | 0.01% | 6,198 | 169 | 2.8% | $5,504 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $20.20万 | 0.01% | 8,566 | 8,566 | — | $20.20万 | 新建仓 |
| NEU | NEWMARKET CORP | $20.33万 | 0.01% | 257 | 257 | — | $20.33万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $20.38万 | 0.01% | 1,719 | 1,719 | — | $20.38万 | 新建仓 |
| TTE | TOTALENERGIES SE | $20.40万 | 0.01% | 2,623 | 238 | 10.0% | $1.85万 | 加仓 |
| FTNT | FORTINET INC | $20.75万 | 0.01% | 1,351 | 1,351 | — | $20.75万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $20.86万 | 0.01% | 1,275 | 73 | 6.1% | $1.19万 | 加仓 |
| TSN | TYSON FOODS INC | $20.91万 | 0.01% | 3,652 | 213 | 6.2% | $1.22万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.93万 | 0.01% | 1,530 | 1,530 | — | $20.93万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $21.02万 | 0.01% | 4,772 | 73 | 1.6% | $3,215 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $21.03万 | 0.01% | 3,285 | -700 | -17.6% | -$4.48万 | 减仓 |
| ICF | ISHARES TR | $21.10万 | 0.01% | 3,120 | 3,120 | — | $21.10万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $21.14万 | 0.01% | 540 | 540 | — | $21.14万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $21.17万 | 0.01% | 4,720 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $21.19万 | 0.01% | 3,508 | 3,508 | — | $21.19万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $21.31万 | 0.01% | 1,265 | -90 | -6.6% | -$1.52万 | 减仓 |
| TGT | TARGET CORP | $21.34万 | 0.01% | 1,634 | 1,634 | — | $21.34万 | 新建仓 |
| MLPX | GLOBAL X FDS | $21.48万 | 0.01% | 2,917 | 13 | 0.4% | $957 | 加仓 |
| UBS | UBS GROUP AG | $21.77万 | 0.01% | 4,393 | 4,393 | — | $21.77万 | 新建仓 |
| VLUE | ISHARES TR | $21.92万 | 0.01% | 1,097 | 1,097 | — | $21.92万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.00万 | 0.01% | 432 | -18 | -4.0% | -$9,168 | 减仓 |
| JBL | JABIL INC | $22.13万 | 0.01% | 574 | 574 | — | $22.13万 | 新建仓 |
| WAB | WABTEC | $22.22万 | 0.01% | 824 | 11 | 1.4% | $2,966 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.27万 | 0.01% | 6,058 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $22.29万 | 0.01% | 1,571 | 0 | 0.0% | — | 重新持有 |
| GBX | GREENBRIER COS INC | $22.38万 | 0.01% | 4,566 | -73 | -1.6% | -$3,578 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $22.48万 | 0.01% | 262 | 262 | — | $22.48万 | 新建仓 |
| INDA | ISHARES TR | $22.80万 | 0.01% | 4,616 | -599 | -11.5% | -$2.96万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $22.81万 | 0.01% | 691 | 691 | — | $22.81万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $22.94万 | 0.01% | 4,785 | 4,785 | — | $22.94万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.35万 | 0.01% | 1,488 | -35 | -2.3% | -$5,493 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $23.83万 | 0.01% | 800 | 800 | — | $23.83万 | 新建仓 |
| TMUS | T-MOBILE US INC | $23.83万 | 0.01% | 1,421 | -241 | -14.5% | -$4.04万 | 减仓 |
| CPT | CAMDEN PPTY TR | $23.84万 | 0.01% | 2,082 | -14 | -0.7% | -$1,603 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $23.94万 | 0.01% | 384 | -7 | -1.8% | -$4,365 | 减仓 |
| YUM | YUM BRANDS INC | $23.96万 | 0.01% | 1,499 | 18 | 1.2% | $2,877 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.00万 | 0.01% | 4,166 | 52 | 1.3% | $2,996 | 加仓 |
| CVS | CVS HEALTH CORP | $24.11万 | 0.01% | 2,331 | -1,345 | -36.6% | -$13.91万 | 减仓 |
| TPR | TAPESTRY INC | $24.34万 | 0.01% | 1,663 | 3 | 0.2% | $439 | 加仓 |
| WELL | WELLTOWER INC | $24.42万 | 0.01% | 1,076 | 1,076 | — | $24.42万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $24.51万 | 0.01% | 499 | 499 | — | $24.51万 | 新建仓 |
| PAYX | PAYCHEX INC | $24.55万 | 0.01% | 2,497 | 700 | 39.0% | $6.88万 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $24.61万 | 0.01% | 178 | 178 | — | $24.61万 | 新建仓 |
| IBMQ | ISHARES TR | $24.61万 | 0.01% | 9,620 | -2,972 | -23.6% | -$7.60万 | 减仓 |
| CIEN | CIENA CORP | $24.68万 | 0.01% | 503 | 503 | — | $24.68万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $24.68万 | 0.01% | 4,640 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $24.88万 | 0.01% | 7,999 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $25.18万 | 0.01% | 391 | -14 | -3.5% | -$9,017 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $25.19万 | 0.01% | 2,343 | 1 | 0.0% | $108 | 加仓 |
| MCO | MOODYS CORP | $25.41万 | 0.01% | 561 | 34 | 6.5% | $1.54万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $25.42万 | 0.01% | 10,723 | 13 | 0.1% | $308 | 加仓 |
| ASST | STRIVE INC | $25.60万 | 0.01% | 23,469 | -50,297 | -68.2% | -$54.87万 | 减仓 |
| MPC | MARATHON PETE CORP | $25.82万 | 0.01% | 1,010 | 36 | 3.7% | $9,204 | 加仓 |
| VV | VANGUARD INDEX FDS | $25.90万 | 0.01% | 753 | -22 | -2.8% | -$7,566 | 减仓 |
| APP | APPLOVIN CORP | $26.23万 | 0.01% | 509 | 182 | 55.7% | $9.38万 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $26.29万 | 0.01% | 1,799 | 84 | 4.9% | $1.23万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $26.32万 | 0.01% | 12,731 | 83 | 0.7% | $1,716 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $26.48万 | 0.01% | 2,128 | 451 | 26.9% | $5.61万 | 加仓 |
| UL | UNILEVER PLC | $26.81万 | 0.01% | 4,460 | 169 | 3.9% | $1.02万 | 加仓 |
| FDX | FEDEX CORP | $26.93万 | 0.01% | 860 | -8 | -0.9% | -$2,505 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.17万 | 0.01% | 547 | 18 | 3.4% | $8,941 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $27.27万 | 0.01% | 594 | -22 | -3.6% | -$1.01万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $27.65万 | 0.01% | 8,650 | 152 | 1.8% | $4,859 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $27.80万 | 0.01% | 1,129 | 44 | 4.1% | $1.08万 | 加仓 |
| IBMP | ISHARES TR | $27.86万 | 0.01% | 10,960 | -544 | -4.7% | -$1.38万 | 减仓 |
| DTD | WISDOMTREE TR | $27.97万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $28.32万 | 0.01% | 2,237 | 53 | 2.4% | $6,709 | 加仓 |
| WMB | WILLIAMS COS INC | $28.41万 | 0.01% | 3,822 | 79 | 2.1% | $5,873 | 加仓 |
| IUSV | ISHARES TR | $28.72万 | 0.01% | 2,607 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $28.77万 | 0.01% | 9,074 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $28.85万 | 0.01% | 8,547 | 8,547 | — | $28.85万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $29.03万 | 0.01% | 4,273 | 31 | 0.7% | $2,106 | 加仓 |
| SPGI | S&P GLOBAL INC | $29.31万 | 0.01% | 761 | 350 | 85.2% | $13.48万 | 重新持有 |
| BHP | BHP BILLITON LIMITED | $29.37万 | 0.01% | 3,525 | 376 | 11.9% | $3.13万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $29.39万 | 0.01% | 783 | 783 | — | $29.39万 | 新建仓 |
| CRM | SALESFORCE INC | $29.72万 | 0.01% | 1,897 | -437 | -18.7% | -$6.85万 | 减仓 |
| IGM | ISHARES TR | $29.79万 | 0.01% | 1,821 | 21 | 1.2% | $3,435 | 加仓 |
| KKR | KKR & CO INC | $29.85万 | 0.01% | 3,252 | 169 | 5.5% | $1.55万 | 加仓 |
| BA | BOEING CO | $30.09万 | 0.01% | 1,390 | -88 | -6.0% | -$1.90万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $30.15万 | 0.01% | 1,314 | 13 | 1.0% | $2,983 | 加仓 |
| VO | VANGUARD INDEX FDS | $30.19万 | 0.01% | 3,747 | -1 | -0.0% | -$81 | 减仓 |