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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | $161.78万 | 0.07% | 4,424 | -55 | -1.2% | -$2.01万 | 减仓 |
| BX | BLACKSTONE INC | $159.89万 | 0.07% | 13,588 | 226 | 1.7% | $2.66万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $159.77万 | 0.07% | 18,203 | 199 | 1.1% | $1.75万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $157.69万 | 0.07% | 3,302 | 90 | 2.8% | $4.30万 | 加仓 |
| KO | COCA COLA CO | $155.47万 | 0.07% | 19,130 | -2,042 | -9.6% | -$16.60万 | 减仓 |
| LOW | LOWES COS INC | $153.64万 | 0.07% | 6,968 | 3,595 | 106.6% | $79.27万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $151.10万 | 0.06% | 10,986 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $151.06万 | 0.06% | 1,494 | 40 | 2.8% | $4.04万 | 加仓 |
| DE | DEERE & CO | $150.53万 | 0.06% | 2,373 | 34 | 1.5% | $2.16万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $149.80万 | 0.06% | 6,689 | 13 | 0.2% | $2,911 | 加仓 |
| IWR | ISHARES TR | $148.56万 | 0.06% | 13,466 | -309 | -2.2% | -$3.41万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $146.40万 | 0.06% | 9,264 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $139.54万 | 0.06% | 4,962 | 87 | 1.8% | $2.45万 | 加仓 |
| TXN | TEXAS INSTRS INC | $139.41万 | 0.06% | 4,677 | 59 | 1.3% | $1.76万 | 加仓 |
| EEM | ISHARES TR | $139.24万 | 0.06% | 20,354 | -61 | -0.3% | -$4,173 | 减仓 |
| LRCX | LAM RESEARCH CORP | $136.59万 | 0.06% | 3,152 | 253 | 8.7% | $10.96万 | 加仓 |
| MCD | MCDONALDS CORP | $135.48万 | 0.06% | 5,012 | -406 | -7.5% | -$10.97万 | 减仓 |
| MRK | MERCK & CO INC | $134.45万 | 0.06% | 10,463 | 166 | 1.6% | $2.13万 | 加仓 |
| ASML | ASML HLDG NV | $133.49万 | 0.06% | 671 | 71 | 11.8% | $14.13万 | 加仓 |
| HUBB | HUBBELL INC | $132.95万 | 0.06% | 2,541 | 12 | 0.5% | $6,278 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $130.33万 | 0.06% | 47,052 | -1,289 | -2.7% | -$3.57万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $129.64万 | 0.06% | 25,590 | -14,823 | -36.7% | -$75.09万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $127.85万 | 0.05% | 25,367 | -346 | -1.3% | -$1.74万 | 减仓 |
| MS | MORGAN STANLEY | $126.89万 | 0.05% | 6,070 | -709 | -10.5% | -$14.82万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $124.41万 | 0.05% | 6,530 | 1,392 | 27.1% | $26.52万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $118.58万 | 0.05% | 6,554 | 229 | 3.6% | $4.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $116.07万 | 0.05% | 7,002 | 334 | 5.0% | $5.54万 | 加仓 |
| IAU | ISHARES GOLD TR | $113.38万 | 0.05% | 15,015 | -593 | -3.8% | -$4.48万 | 减仓 |
| BAC | BANK OF AMER CORP | $111.49万 | 0.05% | 19,566 | 1,074 | 5.8% | $6.12万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $110.09万 | 0.05% | 26,685 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $108.45万 | 0.05% | 5,716 | 2 | 0.0% | $379 | 加仓 |
| GLD | SPDR GOLD TR | $107.53万 | 0.05% | 2,919 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $106.08万 | 0.05% | 3,516 | 106 | 3.1% | $3.20万 | 加仓 |
| MINT | PIMCO ETF TR | $105.85万 | 0.05% | 10,500 | -10,000 | -48.8% | -$100.81万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $103.95万 | 0.04% | 8,332 | 23 | 0.3% | $2,870 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $103.44万 | 0.04% | 4,372 | -692 | -13.7% | -$16.37万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $102.36万 | 0.04% | 11,281 | -883 | -7.3% | -$8.01万 | 减仓 |
| DIS | DISNEY WALT CO | $97.81万 | 0.04% | 10,162 | 3,585 | 54.5% | $34.51万 | 加仓 |
| NFLX | NETFLIX INC. | $97.48万 | 0.04% | 13,652 | -3,292 | -19.4% | -$23.50万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $96.75万 | 0.04% | 1,899 | 11 | 0.6% | $5,604 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $96.34万 | 0.04% | 10,461 | -1,287 | -11.0% | -$11.85万 | 减仓 |
| CSX | CSX CORP | $96.09万 | 0.04% | 20,217 | 115 | 0.6% | $5,466 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $96.07万 | 0.04% | 11,724 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $95.06万 | 0.04% | 1,896 | -48 | -2.5% | -$2.41万 | 减仓 |
| SNDK | SANDISK CORP | $93.45万 | 0.04% | 411 | 49 | 13.5% | $11.14万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $93.36万 | 0.04% | 2,760 | 65 | 2.4% | $2.20万 | 加仓 |
| SMH | VANECK ETF TRUST | $91.69万 | 0.04% | 1,398 | 353 | 33.8% | $23.15万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $91.43万 | 0.04% | 20,326 | -1,016 | -4.8% | -$4.57万 | 减仓 |
| EFG | ISHARES TR | $91.14万 | 0.04% | 7,325 | -58 | -0.8% | -$7,216 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $90.58万 | 0.04% | 30,778 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $90.27万 | 0.04% | 2,647 | 120 | 4.7% | $4.09万 | 加仓 |
| COMP | COMPASS INC | $86.85万 | 0.04% | 70,439 | -12 | -0.0% | -$148 | 减仓 |
| VXUS | VANGUARD STAR FDS | $86.06万 | 0.04% | 10,067 | 339 | 3.5% | $2.90万 | 加仓 |
| ROST | ROSS STORES INC | $85.48万 | 0.04% | 4,016 | 50 | 1.3% | $1.06万 | 加仓 |
| EMR | EMERSON ELEC CO | $85.46万 | 0.04% | 5,970 | 133 | 2.3% | $1.90万 | 加仓 |
| URI | UNITED RENTALS INC | $84.40万 | 0.04% | 745 | 54 | 7.8% | $6.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $84.00万 | 0.04% | 2,021 | 155 | 8.3% | $6.44万 | 加仓 |
| LIN | LINDE PLC | $83.91万 | 0.04% | 1,617 | 38 | 2.4% | $1.97万 | 加仓 |
| BLK | BLACKROCK INC | $83.75万 | 0.04% | 871 | 9 | 1.0% | $8,654 | 加仓 |
| MO | ALTRIA GROUP INC | $83.63万 | 0.04% | 11,624 | 273 | 2.4% | $1.96万 | 加仓 |
| CMI | CUMMINS INC | $83.02万 | 0.04% | 1,164 | 10 | 0.9% | $7,132 | 加仓 |
| WFC | WELLS FARGO & CO | $82.57万 | 0.04% | 9,992 | -512 | -4.9% | -$4.23万 | 减仓 |
| CPNG | COUPANG INC | $81.05万 | 0.03% | 46,663 | -317 | -0.7% | -$5,506 | 减仓 |
| FFIV | F5 INC | $80.32万 | 0.03% | 1,931 | 6 | 0.3% | $2,496 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $77.99万 | 0.03% | 15,293 | -106,481 | -87.4% | -$543.05万 | 减仓 |
| AMGN | AMGEN INC | $77.49万 | 0.03% | 2,140 | 43 | 2.1% | $1.56万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $74.24万 | 0.03% | 6,711 | 99 | 1.5% | $1.10万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $73.34万 | 0.03% | 7,948 | -469 | -5.6% | -$4.33万 | 减仓 |
| TFC | TRUIST FINL CORP | $72.34万 | 0.03% | 14,520 | 629 | 4.5% | $3.13万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $71.21万 | 0.03% | 14,799 | 13 | 0.1% | $626 | 加仓 |
| NVS | NOVARTIS AG | $70.88万 | 0.03% | 4,523 | 230 | 5.4% | $3.60万 | 加仓 |
| PFE | PFIZER INC | $67.99万 | 0.03% | 28,237 | -213 | -0.7% | -$5,129 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $66.21万 | 0.03% | 1,665 | 457 | 37.8% | $18.17万 | 加仓 |
| PGR | PROGRESSIVE CORP | $65.49万 | 0.03% | 2,998 | 61 | 2.1% | $1.33万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $65.43万 | 0.03% | 3,671 | -104 | -2.8% | -$1.85万 | 减仓 |
| HSY | HERSHEY CO | $65.14万 | 0.03% | 3,713 | 2 | 0.1% | $351 | 加仓 |
| — | VERA BRADLEY INC | $62.26万 | 0.03% | 160,064 | 53,342 | 50.0% | $20.75万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $62.08万 | 0.03% | 972 | 26 | 2.7% | $1.66万 | 加仓 |
| SHY | ISHARES TR | $61.07万 | 0.03% | 7,438 | -12,841 | -63.3% | -$105.44万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $60.89万 | 0.03% | 631 | 24 | 4.0% | $2.32万 | 加仓 |
| IWD | ISHARES TR | $60.70万 | 0.03% | 2,504 | -129 | -4.9% | -$3.13万 | 减仓 |
| IDEV | ISHARES TR | $60.07万 | 0.03% | 6,749 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $59.45万 | 0.03% | 2,046 | 5 | 0.2% | $1,453 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $58.49万 | 0.02% | 598 | 17 | 2.9% | $1.66万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $58.25万 | 0.02% | 10,968 | 1,120 | 11.4% | $5.95万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $58.23万 | 0.02% | 1,851 | 15 | 0.8% | $4,719 | 加仓 |
| QCOM | QUALCOMM INC | $57.91万 | 0.02% | 3,134 | 600 | 23.7% | $11.09万 | 加仓 |
| ECL | ECOLAB INC | $57.45万 | 0.02% | 2,062 | 193 | 10.3% | $5.38万 | 加仓 |
| VGT | VANGUARD WORLD FD | $56.59万 | 0.02% | 4,735 | 1,039 | 28.1% | $12.42万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $56.10万 | 0.02% | 2,074 | -33 | -1.6% | -$8,926 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $55.28万 | 0.02% | 3,583 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $54.56万 | 0.02% | 49,642 | 1,632 | 3.4% | $1.79万 | 加仓 |
| ADI | ANALOG DEVICES INC | $54.49万 | 0.02% | 1,372 | 23 | 1.7% | $9,135 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $54.29万 | 0.02% | 1,643 | 20 | 1.2% | $6,609 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $53.97万 | 0.02% | 9,273 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $53.65万 | 0.02% | 2,363 | -450 | -16.0% | -$10.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.50万 | 0.02% | 4,500 | 31 | 0.7% | $3,617 | 加仓 |
| DHR | DANAHER CORP DEL | $52.19万 | 0.02% | 2,740 | 398 | 17.0% | $7.58万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.63万 | 0.02% | 12,193 | 253 | 2.1% | $1.07万 | 加仓 |
| IVW | ISHARES TR | $50.49万 | 0.02% | 3,671 | 0 | 0.0% | — | 不变 |