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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $152.86万 | 0.07% | 31,543 | 86 | 0.3% | $4,168 | 加仓 |
| ITOT | ISHARES TR | $149.27万 | 0.07% | 10,480 | -30 | -0.3% | -$4,273 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $142.70万 | 0.07% | 28,269 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $137.96万 | 0.07% | 6,668 | 371 | 5.9% | $7.68万 | 加仓 |
| IAU | ISHARES GOLD TR | $137.60万 | 0.07% | 15,608 | 9,295 | 147.2% | $81.94万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $137.20万 | 0.07% | 9,264 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $135.64万 | 0.06% | 6,676 | -269 | -3.9% | -$5.47万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $135.39万 | 0.06% | 4,479 | -161 | -3.5% | -$4.87万 | 减仓 |
| IWR | ISHARES TR | $133.93万 | 0.06% | 13,775 | -22 | -0.2% | -$2,139 | 减仓 |
| DE | DEERE & CO | $131.76万 | 0.06% | 2,339 | -818 | -25.9% | -$46.08万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $127.79万 | 0.06% | 30,852 | 160 | 0.5% | $6,627 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $127.72万 | 0.06% | 25,713 | 1,897 | 8.0% | $9.42万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $126.15万 | 0.06% | 10,986 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $125.60万 | 0.06% | 2,919 | 1,107 | 61.1% | $47.63万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $124.89万 | 0.06% | 12,164 | -225 | -1.8% | -$2.31万 | 减仓 |
| HUBB | HUBBELL INC | $124.11万 | 0.06% | 2,529 | 4 | 0.2% | $1,963 | 加仓 |
| MRK | MERCK & CO INC | $123.86万 | 0.06% | 10,297 | -211 | -2.0% | -$2.54万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $123.05万 | 0.06% | 1,454 | 90 | 6.6% | $7.62万 | 加仓 |
| CSCO | CISCO SYS INC | $122.13万 | 0.06% | 15,740 | 484 | 3.2% | $3.76万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $119.64万 | 0.06% | 48,341 | -1,100 | -2.2% | -$2.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $118.17万 | 0.06% | 4,875 | -257 | -5.0% | -$6.23万 | 减仓 |
| — | ISHARES TR | $117.18万 | 0.06% | 45,332 | 45,332 | — | $117.18万 | 新建仓 |
| EEM | ISHARES TR | $115.94万 | 0.06% | 20,415 | 140 | 0.7% | $7,951 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $114.11万 | 0.05% | 1,888 | 76 | 4.2% | $4.59万 | 加仓 |
| MS | MORGAN STANLEY | $111.56万 | 0.05% | 6,779 | 216 | 3.3% | $3.55万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $111.33万 | 0.05% | 26,685 | -248 | -0.9% | -$1.03万 | 减仓 |
| RTX | RTX CORPORATION | $110.22万 | 0.05% | 5,714 | 300 | 5.5% | $5.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $108.92万 | 0.05% | 5,064 | -611 | -10.8% | -$13.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $108.55万 | 0.05% | 3,212 | 502 | 18.5% | $16.97万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $108.45万 | 0.05% | 11,748 | -222 | -1.9% | -$2.05万 | 减仓 |
| GLW | CORNING INC | $108.40万 | 0.05% | 7,972 | 235 | 3.0% | $3.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $104.59万 | 0.05% | 6,325 | 34 | 0.5% | $5,622 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $95.55万 | 0.05% | 1,944 | 65 | 3.5% | $3.19万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $92.56万 | 0.04% | 21,342 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $91.79万 | 0.04% | 8,309 | 16 | 0.2% | $1,768 | 加仓 |
| BAC | BANK AMERICA CORP | $90.15万 | 0.04% | 18,492 | -380 | -2.0% | -$1.85万 | 减仓 |
| TXN | TEXAS INSTRS INC | $89.65万 | 0.04% | 4,618 | 67 | 1.5% | $1.30万 | 加仓 |
| CPNG | COUPANG INC | $88.70万 | 0.04% | 46,980 | -946 | -2.0% | -$1.79万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $87.20万 | 0.04% | 2,581 | 429 | 19.9% | $14.49万 | 加仓 |
| ROST | ROSS STORES INC | $85.92万 | 0.04% | 3,966 | -473 | -10.7% | -$10.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $83.62万 | 0.04% | 10,504 | -427 | -3.9% | -$3.40万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $83.13万 | 0.04% | 11,724 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $82.90万 | 0.04% | 862 | -74 | -7.9% | -$7.12万 | 减仓 |
| CSX | CSX CORP | $82.52万 | 0.04% | 20,102 | 339 | 1.7% | $1.39万 | 加仓 |
| EFG | ISHARES TR | $82.22万 | 0.04% | 7,383 | 58 | 0.8% | $6,459 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $81.52万 | 0.04% | 2,695 | 3 | 0.1% | $907 | 加仓 |
| VDE | VANGUARD WORLD FD | $81.45万 | 0.04% | 4,707 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $80.15万 | 0.04% | 3,940 | 143 | 3.8% | $2.91万 | 加仓 |
| PFE | PFIZER INC | $79.89万 | 0.04% | 28,450 | 414 | 1.5% | $1.16万 | 加仓 |
| LOW | LOWES COS INC | $79.70万 | 0.04% | 3,373 | 68 | 2.1% | $1.61万 | 加仓 |
| ASML | ASML HLDG NV | $79.25万 | 0.04% | 600 | 93 | 18.3% | $12.28万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $79.10万 | 0.04% | 8,417 | 125 | 1.5% | $1.17万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $78.91万 | 0.04% | 30,778 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $78.28万 | 0.04% | 1,579 | 112 | 7.6% | $5.55万 | 加仓 |
| INTC | INTEL CORP | $77.17万 | 0.04% | 17,487 | 987 | 6.0% | $4.36万 | 加仓 |
| HSY | HERSHEY CO | $77.15万 | 0.04% | 3,711 | 33 | 0.9% | $6,860 | 加仓 |
| EMR | EMERSON ELEC CO | $76.48万 | 0.04% | 5,837 | 157 | 2.8% | $2.06万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $75.01万 | 0.04% | 9,728 | -211 | -2.1% | -$1.63万 | 减仓 |
| MO | ALTRIA GROUP INC | $74.90万 | 0.04% | 11,351 | 246 | 2.2% | $1.62万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $74.83万 | 0.04% | 6,612 | -339 | -4.9% | -$3.84万 | 减仓 |
| ASST | STRIVE INC | $73.91万 | 0.04% | 73,766 | 73,766 | — | $73.91万 | 新建仓 |
| AMGN | AMGEN INC | $73.78万 | 0.04% | 2,097 | 71 | 3.5% | $2.50万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.45万 | 0.03% | 2,041 | 20 | 1.0% | $6,903 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $69.11万 | 0.03% | 14,786 | -7,202 | -32.8% | -$33.66万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $68.28万 | 0.03% | 5,138 | 464 | 9.9% | $6.17万 | 加仓 |
| — | HONEYWELL INTL INC | $66.48万 | 0.03% | 2,941 | 64 | 2.2% | $1.45万 | 加仓 |
| NVS | NOVARTIS AG | $65.58万 | 0.03% | 4,293 | 154 | 3.7% | $2.35万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $65.37万 | 0.03% | 4,469 | -132 | -2.9% | -$1.93万 | 减仓 |
| T | AT&T INC | $64.25万 | 0.03% | 22,163 | 1,521 | 7.4% | $4.41万 | 加仓 |
| TFC | TRUIST FINL CORP | $63.86万 | 0.03% | 13,891 | 262 | 1.9% | $1.20万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $63.58万 | 0.03% | 151 | 6 | 4.1% | $2.53万 | 加仓 |
| DIS | DISNEY WALT CO | $63.39万 | 0.03% | 6,577 | 178 | 2.8% | $1.72万 | 加仓 |
| CMI | CUMMINS INC | $62.09万 | 0.03% | 1,154 | 25 | 2.2% | $1.35万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $61.94万 | 0.03% | 2,899 | 349 | 13.7% | $7.46万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $60.33万 | 0.03% | 9,848 | 5,150 | 109.6% | $31.55万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.94万 | 0.03% | 11,940 | 2,333 | 24.3% | $11.71万 | 加仓 |
| IVE | ISHARES TR | $59.40万 | 0.03% | 2,813 | 780 | 38.4% | $16.47万 | 加仓 |
| PGR | PROGRESSIVE CORP | $58.22万 | 0.03% | 2,937 | 10 | 0.3% | $1,982 | 加仓 |
| IDEV | ISHARES TR | $56.40万 | 0.03% | 6,749 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $56.26万 | 0.03% | 2,633 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $55.70万 | 0.03% | 1,925 | 6 | 0.3% | $1,736 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $55.69万 | 0.03% | 1,208 | -14 | -1.1% | -$6,454 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $54.84万 | 0.03% | 2,107 | 58 | 2.8% | $1.51万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $54.28万 | 0.03% | 9,273 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $52.91万 | 0.03% | 48,010 | 1,554 | 3.3% | $1.71万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $52.69万 | 0.03% | 1,836 | 10 | 0.5% | $2,870 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $52.24万 | 0.03% | 3,583 | -673 | -15.8% | -$9.81万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $52.01万 | 0.02% | 581 | 16 | 2.8% | $1.43万 | 加仓 |
| SYK | STRYKER CORPORATION | $51.65万 | 0.02% | 1,572 | -101 | -6.0% | -$3.32万 | 减仓 |
| COMP | COMPASS INC | $51.50万 | 0.02% | 70,451 | -100,000 | -58.7% | -$73.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.49万 | 0.02% | 1,866 | 62 | 3.4% | $1.68万 | 加仓 |
| URI | UNITED RENTALS INC | $50.34万 | 0.02% | 691 | -23 | -3.2% | -$1.68万 | 减仓 |
| KLAC | KLA CORP | $50.21万 | 0.02% | 341 | 16 | 4.9% | $2.36万 | 加仓 |
| ECL | ECOLAB INC | $49.72万 | 0.02% | 1,869 | 16 | 0.9% | $4,256 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $49.35万 | 0.02% | 1,623 | 30 | 1.9% | $9,122 | 加仓 |
| SO | SOUTHERN CO | $48.96万 | 0.02% | 5,073 | -163 | -3.1% | -$1.57万 | 减仓 |
| PEP | PEPSICO INC | $47.94万 | 0.02% | 3,087 | -392 | -11.3% | -$6.09万 | 减仓 |
| ETSY | ETSY INC | $46.85万 | 0.02% | 9,373 | 9,373 | — | $46.85万 | 新建仓 |
| QUAL | ISHARES TR | $46.71万 | 0.02% | 2,435 | 321 | 15.2% | $6.16万 | 加仓 |