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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | $50.42万 | 0.02% | 1,280 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $49.85万 | 0.02% | 16,414 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $49.04万 | 0.02% | 5,129 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $48.93万 | 0.02% | 5,013 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $48.83万 | 0.02% | 16,862 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $48.00万 | 0.02% | 5,015 | -58 | -1.1% | -$5,551 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $47.95万 | 0.02% | 2,057 | -10 | -0.5% | -$2,331 | 减仓 |
| SBUX | STARBUCKS CORP | $47.95万 | 0.02% | 4,692 | 103 | 2.2% | $1.05万 | 加仓 |
| IOO | ISHARES TR | $47.47万 | 0.02% | 3,475 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $47.34万 | 0.02% | 5,271 | 5,271 | — | $47.34万 | 新建仓 |
| CB | CHUBB LIMITED | $47.19万 | 0.02% | 1,385 | 18 | 1.3% | $6,133 | 加仓 |
| QUAL | ISHARES TR | $46.39万 | 0.02% | 2,114 | -321 | -13.2% | -$7.04万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $46.14万 | 0.02% | 13,634 | -747 | -5.2% | -$2.53万 | 减仓 |
| T | AT&T INC | $45.14万 | 0.02% | 21,808 | -355 | -1.6% | -$7,349 | 减仓 |
| IBDR | ISHARES TR | $44.60万 | 0.02% | 18,406 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $42.78万 | 0.02% | 2,165 | -45 | -2.0% | -$8,892 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $42.41万 | 0.02% | 5,559 | 34 | 0.6% | $2,594 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $42.35万 | 0.02% | 52,022 | 10,313 | 24.7% | $8.39万 | 加仓 |
| SYK | STRYKER CORPORATION | $42.19万 | 0.02% | 1,340 | -232 | -14.8% | -$7.30万 | 减仓 |
| CTVA | CORTEVA INC | $42.18万 | 0.02% | 4,981 | 67 | 1.4% | $5,674 | 加仓 |
| SUSA | ISHARES TR | $41.95万 | 0.02% | 2,719 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $41.72万 | 0.02% | 3,081 | -6 | -0.2% | -$812 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $41.47万 | 0.02% | 2,067 | 115 | 5.9% | $2.31万 | 加仓 |
| PFF | ISHARES TR | $40.70万 | 0.02% | 13,350 | -663 | -4.7% | -$2.02万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $40.66万 | 0.02% | 3,227 | -52 | -1.6% | -$6,552 | 减仓 |
| VDE | VANGUARD WORLD FD | $40.64万 | 0.02% | 2,707 | -2,000 | -42.5% | -$30.03万 | 减仓 |
| PSX | PHILLIPS 66 | $40.49万 | 0.02% | 2,395 | 43 | 1.8% | $7,269 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $40.34万 | 0.02% | 16,594 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $39.96万 | 0.02% | 5,305 | -4,068 | -43.4% | -$30.64万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $39.94万 | 0.02% | 3,588 | 154 | 4.5% | $1.71万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $39.70万 | 0.02% | 1,354 | 40 | 3.0% | $1.17万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $38.82万 | 0.02% | 4,234 | 116 | 2.8% | $1.06万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $38.23万 | 0.02% | 1,248 | -15 | -1.2% | -$4,595 | 减仓 |
| Q | QNITY ELECTRONICS INC | $38.10万 | 0.02% | 2,333 | 39 | 1.7% | $6,369 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $38.05万 | 0.02% | 4,580 | -367 | -7.4% | -$3.05万 | 减仓 |
| APH | AMPHENOL CORP | $38.01万 | 0.02% | 2,156 | 127 | 6.3% | $2.24万 | 加仓 |
| NOW | SERVICENOW INC | $38.00万 | 0.02% | 3,828 | 48 | 1.3% | $4,765 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $37.54万 | 0.02% | 870 | 870 | — | $37.54万 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH | $37.38万 | 0.02% | 587 | 4 | 0.7% | $2,547 | 加仓 |
| IYW | ISHARES TR | $37.23万 | 0.02% | 1,476 | -125 | -7.8% | -$3.15万 | 减仓 |
| UNP | UNION PAC CORP | $35.96万 | 0.02% | 1,322 | -344 | -20.6% | -$9.36万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $35.79万 | 0.02% | 27,788 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $35.56万 | 0.02% | 3,740 | 423 | 12.8% | $4.02万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $34.98万 | 0.01% | 2,059 | 96 | 4.9% | $1.63万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $34.93万 | 0.01% | 986 | 37 | 3.9% | $1.31万 | 加仓 |
| FAST | FASTENAL CO | $34.88万 | 0.01% | 7,262 | 41 | 0.6% | $1,969 | 加仓 |
| COP | CONOCOPHILLIPS | $34.73万 | 0.01% | 3,341 | 120 | 3.7% | $1.25万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $34.56万 | 0.01% | 4,789 | -160 | -3.2% | -$1.15万 | 减仓 |
| IBMR | ISHARES TR | $34.25万 | 0.01% | 13,490 | -1,575 | -10.5% | -$4.00万 | 减仓 |
| MMM | 3M CO | $34.20万 | 0.01% | 2,112 | 29 | 1.4% | $4,695 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $33.84万 | 0.01% | 12,381 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $33.66万 | 0.01% | 2,664 | 19 | 0.7% | $2,400 | 加仓 |
| EME | EMCOR GROUP INC | $33.44万 | 0.01% | 403 | -38 | -8.6% | -$3.15万 | 减仓 |
| AZN | ASTRAZENECA PLC | $32.82万 | 0.01% | 1,731 | 157 | 10.0% | $2.98万 | 加仓 |
| SHEL | SHELL PLC | $32.81万 | 0.01% | 4,231 | 297 | 7.5% | $2.30万 | 加仓 |
| HON | HONEYWELL INTL INC | $32.77万 | 0.01% | 1,464 | -1,477 | -50.2% | -$33.06万 | 减仓 |
| VDC | VANGUARD WORLD FD | $32.70万 | 0.01% | 1,450 | -7 | -0.5% | -$1,578 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $32.46万 | 0.01% | 6,684 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $32.44万 | 0.01% | 1,468 | 1,468 | — | $32.44万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $31.49万 | 0.01% | 9,045 | -742 | -7.6% | -$2.58万 | 减仓 |
| ESGU | ISHARES TR | $31.46万 | 0.01% | 1,922 | 96 | 5.3% | $1.57万 | 加仓 |
| DGRO | ISHARES TR | $31.07万 | 0.01% | 4,100 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $30.92万 | 0.01% | 5,749 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $30.47万 | 0.01% | 715 | 52 | 7.8% | $2.22万 | 加仓 |
| VO | VANGUARD INDEX FDS | $30.19万 | 0.01% | 3,747 | -1 | -0.0% | -$81 | 减仓 |
| STLD | STEEL DYNAMICS INC | $30.15万 | 0.01% | 1,314 | 13 | 1.0% | $2,983 | 加仓 |
| BA | BOEING CO | $30.09万 | 0.01% | 1,390 | -88 | -6.0% | -$1.90万 | 减仓 |
| KKR | KKR & CO INC | $29.85万 | 0.01% | 3,252 | 169 | 5.5% | $1.55万 | 加仓 |
| IGM | ISHARES TR | $29.79万 | 0.01% | 1,821 | 21 | 1.2% | $3,435 | 加仓 |
| CRM | SALESFORCE INC | $29.72万 | 0.01% | 1,897 | -437 | -18.7% | -$6.85万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $29.39万 | 0.01% | 783 | 783 | — | $29.39万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $29.37万 | 0.01% | 3,525 | 376 | 11.9% | $3.13万 | 加仓 |
| SPGI | S&P GLOBAL INC | $29.31万 | 0.01% | 761 | 350 | 85.2% | $13.48万 | 重新持有 |
| VMRK | EQUITY RESIDENTIAL | $29.03万 | 0.01% | 4,273 | 31 | 0.7% | $2,106 | 加仓 |
| DB | DEUTSCHE BK AG | $28.85万 | 0.01% | 8,547 | 8,547 | — | $28.85万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $28.77万 | 0.01% | 9,074 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $28.72万 | 0.01% | 2,607 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $28.41万 | 0.01% | 3,822 | 79 | 2.1% | $5,873 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $28.32万 | 0.01% | 2,237 | 53 | 2.4% | $6,709 | 加仓 |
| DTD | WISDOMTREE TR | $27.97万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $27.86万 | 0.01% | 10,960 | -544 | -4.7% | -$1.38万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $27.80万 | 0.01% | 1,129 | 44 | 4.1% | $1.08万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $27.65万 | 0.01% | 8,650 | 152 | 1.8% | $4,859 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $27.27万 | 0.01% | 594 | -22 | -3.6% | -$1.01万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.17万 | 0.01% | 547 | 18 | 3.4% | $8,941 | 加仓 |
| FDX | FEDEX CORP | $26.93万 | 0.01% | 860 | -8 | -0.9% | -$2,505 | 减仓 |
| UL | UNILEVER PLC | $26.81万 | 0.01% | 4,460 | 169 | 3.9% | $1.02万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $26.48万 | 0.01% | 2,128 | 451 | 26.9% | $5.61万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $26.32万 | 0.01% | 12,731 | 83 | 0.7% | $1,716 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $26.29万 | 0.01% | 1,799 | 84 | 4.9% | $1.23万 | 加仓 |
| APP | APPLOVIN CORP | $26.23万 | 0.01% | 509 | 182 | 55.7% | $9.38万 | 重新持有 |
| VV | VANGUARD INDEX FDS | $25.90万 | 0.01% | 753 | -22 | -2.8% | -$7,566 | 减仓 |
| MPC | MARATHON PETE CORP | $25.82万 | 0.01% | 1,010 | 36 | 3.7% | $9,204 | 加仓 |
| ASST | STRIVE INC | $25.60万 | 0.01% | 23,469 | -50,297 | -68.2% | -$54.87万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $25.42万 | 0.01% | 10,723 | 13 | 0.1% | $308 | 加仓 |
| MCO | MOODYS CORP | $25.41万 | 0.01% | 561 | 34 | 6.5% | $1.54万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $25.19万 | 0.01% | 2,343 | 1 | 0.0% | $108 | 加仓 |
| RBC | RBC BEARINGS INC | $25.18万 | 0.01% | 391 | -14 | -3.5% | -$9,017 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $24.88万 | 0.01% | 7,999 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $24.68万 | 0.01% | 4,640 | 0 | 0.0% | — | 不变 |