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 |
|---|---|---|---|---|---|---|---|---|
| POST | POST HLDGS INC | $46.20万 | 0.02% | 4,673 | -352 | -7.0% | -$3.48万 | 减仓 |
| DGRW | WISDOMTREE TR | $45.05万 | 0.02% | 5,129 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $44.62万 | 0.02% | 18,406 | -693,878 | -97.4% | -$1,681.96万 | 减仓 |
| CB | CHUBB LTD SWITZ | $44.55万 | 0.02% | 1,367 | 46 | 3.5% | $1.50万 | 加仓 |
| DHR | DANAHER CORP DEL | $44.40万 | 0.02% | 2,342 | -125 | -5.1% | -$2.37万 | 减仓 |
| AOA | ISHARES TR | $44.36万 | 0.02% | 5,013 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $43.57万 | 0.02% | 2,334 | -1,459 | -38.5% | -$27.24万 | 减仓 |
| ADI | ANALOG DEVICES INC | $42.92万 | 0.02% | 1,349 | 19 | 1.4% | $6,045 | 加仓 |
| PSX | PHILLIPS 66 | $42.85万 | 0.02% | 2,352 | 33 | 1.4% | $6,012 | 加仓 |
| COP | CONOCOPHILLIPS | $42.52万 | 0.02% | 3,221 | 172 | 5.6% | $2.27万 | 加仓 |
| PFF | ISHARES TR | $42.49万 | 0.02% | 14,013 | -204 | -1.4% | -$6,185 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $42.32万 | 0.02% | 16,862 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $42.04万 | 0.02% | 3,475 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $41.89万 | 0.02% | 14,381 | -2,157 | -13.0% | -$6.28万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $41.74万 | 0.02% | 3,279 | -122 | -3.6% | -$1.55万 | 减仓 |
| IVW | ISHARES TR | $41.52万 | 0.02% | 3,671 | 189 | 5.4% | $2.14万 | 加仓 |
| CTVA | CORTEVA INC | $41.14万 | 0.02% | 4,914 | 81 | 1.7% | $6,781 | 加仓 |
| SBUX | STARBUCKS CORP | $41.11万 | 0.02% | 4,589 | 167 | 3.8% | $1.50万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $40.73万 | 0.02% | 2,210 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $40.56万 | 0.02% | 4,947 | -177 | -3.5% | -$1.45万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $40.51万 | 0.02% | 2,527 | 622 | 32.7% | $9.97万 | 加仓 |
| UNP | UNION PAC CORP | $40.42万 | 0.02% | 1,666 | 18 | 1.1% | $4,367 | 加仓 |
| IWO | ISHARES TR | $40.16万 | 0.02% | 1,280 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $40.07万 | 0.02% | 1,045 | -22 | -2.1% | -$8,435 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $39.79万 | 0.02% | 16,594 | -1,551 | -8.5% | -$3.72万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $39.65万 | 0.02% | 5,525 | 53 | 1.0% | $3,803 | 加仓 |
| NOW | SERVICENOW INC | $39.52万 | 0.02% | 3,780 | 1,263 | 50.2% | $13.20万 | 加仓 |
| DTCR | GLOBAL X FDS | $39.33万 | 0.02% | 16,414 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $38.19万 | 0.02% | 15,065 | -105 | -0.7% | -$2,662 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $38.17万 | 0.02% | 1,314 | 26 | 2.0% | $7,553 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $37.69万 | 0.02% | 2,067 | 85 | 4.3% | $1.55万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $37.47万 | 0.02% | 3,434 | 820 | 31.4% | $8.95万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $36.86万 | 0.02% | 2,645 | 119 | 4.7% | $1.66万 | 加仓 |
| SHEL | SHELL PLC | $36.59万 | 0.02% | 3,934 | 174 | 4.6% | $1.62万 | 加仓 |
| SUSA | ISHARES TR | $35.92万 | 0.02% | 2,719 | 25 | 0.9% | $3,303 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $35.61万 | 0.02% | 1,952 | 29 | 1.5% | $5,290 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $35.60万 | 0.02% | 4,949 | 411 | 9.1% | $2.96万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $35.41万 | 0.02% | 41,709 | 373 | 0.9% | $3,167 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $35.18万 | 0.02% | 27,788 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $35.10万 | 0.02% | 4,118 | 188 | 4.8% | $1.60万 | 加仓 |
| TMUS | T-MOBILE US INC | $34.91万 | 0.02% | 1,662 | 180 | 12.1% | $3.78万 | 加仓 |
| — | VERA BRADLEY INC | $33.72万 | 0.02% | 106,722 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $33.71万 | 0.02% | 12,381 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $33.51万 | 0.02% | 7,221 | 221 | 3.2% | $1.03万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $33.25万 | 0.02% | 1,677 | -622 | -27.1% | -$12.33万 | 减仓 |
| VDC | VANGUARD WORLD FD | $32.72万 | 0.02% | 1,457 | -90 | -5.8% | -$2.02万 | 减仓 |
| QCOM | QUALCOMM INC | $32.63万 | 0.02% | 2,534 | -470 | -15.6% | -$6.05万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $32.57万 | 0.02% | 949 | 30 | 3.3% | $1.03万 | 加仓 |
| EME | EMCOR GROUP INC | $32.56万 | 0.02% | 441 | 10 | 2.3% | $7,383 | 加仓 |
| VOT | VANGUARD INDEX FDS | $32.50万 | 0.02% | 1,263 | -25 | -1.9% | -$6,434 | 减仓 |
| VGT | VANGUARD WORLD FD | $32.23万 | 0.02% | 462 | 82 | 21.6% | $5.72万 | 加仓 |
| IBMQ | ISHARES TR | $32.15万 | 0.02% | 12,592 | -101 | -0.8% | -$2,578 | 减仓 |
| AZN | ASTRAZENECA PLC | $31.04万 | 0.01% | 1,574 | 1,574 | — | $31.04万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $30.99万 | 0.01% | 6,684 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $30.92万 | 0.01% | 868 | -11 | -1.3% | -$3,918 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $30.70万 | 0.01% | 450 | 11 | 2.5% | $7,505 | 加仓 |
| MMM | 3M CO | $30.25万 | 0.01% | 2,083 | 42 | 2.1% | $6,100 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $30.21万 | 0.01% | 391 | 9 | 2.4% | $6,954 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $29.87万 | 0.01% | 616 | 12 | 2.0% | $5,819 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $29.85万 | 0.01% | 9,787 | -969 | -9.0% | -$2.96万 | 减仓 |
| BA | BOEING CO | $29.42万 | 0.01% | 1,478 | 33 | 2.3% | $6,568 | 加仓 |
| IBMP | ISHARES TR | $29.27万 | 0.01% | 11,504 | -4,080 | -26.2% | -$10.38万 | 减仓 |
| IYW | ISHARES TR | $29.05万 | 0.01% | 1,601 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $28.93万 | 0.01% | 669 | 69 | 11.5% | $2.98万 | 加仓 |
| DGRO | ISHARES TR | $28.77万 | 0.01% | 4,100 | -100 | -2.4% | -$7,018 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $28.60万 | 0.01% | 2,184 | -319 | -12.7% | -$4.18万 | 减仓 |
| DEM | WISDOMTREE TR | $28.57万 | 0.01% | 5,749 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $28.52万 | 0.01% | 3,083 | 89 | 3.0% | $8,233 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $28.49万 | 0.01% | 8,498 | 319 | 3.9% | $1.07万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $28.37万 | 0.01% | 3,985 | 253 | 6.8% | $1.80万 | 加仓 |
| DOW | DOW HLDGS INC | $28.00万 | 0.01% | 6,723 | 6,723 | — | $28.00万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $27.92万 | 0.01% | 1,355 | 81 | 6.4% | $1.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.84万 | 0.01% | 9,074 | 72 | 0.8% | $2,209 | 加仓 |
| HSBC | HSBC HLDGS PLC | $27.36万 | 0.01% | 3,317 | 374 | 12.7% | $3.09万 | 加仓 |
| WMB | WILLIAMS COS INC | $27.24万 | 0.01% | 3,743 | 159 | 4.4% | $1.16万 | 加仓 |
| VO | VANGUARD INDEX FDS | $26.91万 | 0.01% | 937 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $26.66万 | 0.01% | 2,607 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $26.47万 | 0.01% | 2,294 | 2,294 | — | $26.47万 | 新建仓 |
| CVS | CVS HEALTH CORP | $26.40万 | 0.01% | 3,676 | -386 | -9.5% | -$2.77万 | 减仓 |
| DTD | WISDOMTREE TR | $25.91万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $25.82万 | 0.01% | 1,826 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $25.64万 | 0.01% | 2,029 | 460 | 29.3% | $5.81万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $25.59万 | 0.01% | 946 | 946 | — | $25.59万 | 新建仓 |
| APA | APA CORPORATION | $25.59万 | 0.01% | 6,029 | 6,029 | — | $25.59万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $25.37万 | 0.01% | 10,710 | 10 | 0.1% | $237 | 加仓 |
| MCK | MCKESSON CORP | $25.18万 | 0.01% | 291 | 33 | 12.8% | $2.86万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $25.09万 | 0.01% | 4,242 | 60 | 1.4% | $3,549 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.95万 | 0.01% | 4,114 | 310 | 8.1% | $1.88万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $24.69万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $24.52万 | 0.01% | 4,640 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $24.47万 | 0.01% | 8,524 | 568 | 7.1% | $1.63万 | 加仓 |
| UL | UNILEVER PLC | $24.45万 | 0.01% | 4,291 | 16 | 0.4% | $912 | 加仓 |
| GBX | GREENBRIER COS INC | $24.42万 | 0.01% | 4,639 | 82 | 1.8% | $4,317 | 加仓 |
| ANET | ARISTA NETWORKS INC | $24.10万 | 0.01% | 1,963 | 435 | 28.5% | $5.34万 | 加仓 |
| MPC | MARATHON PETE CORP | $23.78万 | 0.01% | 974 | 974 | — | $23.78万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.78万 | 0.01% | 607 | 607 | — | $23.78万 | 新建仓 |
| ETN | EATON CORP PLC | $23.71万 | 0.01% | 663 | -53 | -7.4% | -$1.90万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.62万 | 0.01% | 529 | 64 | 13.8% | $2.86万 | 加仓 |
| EFV | ISHARES TR | $23.47万 | 0.01% | 3,157 | 3,157 | — | $23.47万 | 新建仓 |
| TPR | TAPESTRY INC | $23.42万 | 0.01% | 1,660 | -145 | -8.0% | -$2.05万 | 减仓 |