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 |
|---|---|---|---|---|---|---|---|---|
| STLD | STEEL DYNAMICS INC | $23.42万 | 0.01% | 1,301 | 1,301 | — | $23.42万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $23.16万 | 0.01% | 775 | 22 | 2.9% | $6,575 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $23.11万 | 0.01% | 12,648 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $23.04万 | 0.01% | 2,342 | 2,342 | — | $23.04万 | 新建仓 |
| YUM | YUM BRANDS INC | $23.03万 | 0.01% | 1,481 | 27 | 1.9% | $4,198 | 加仓 |
| SNDK | SANDISK CORP | $23.00万 | 0.01% | 362 | 362 | — | $23.00万 | 新建仓 |
| MCO | MOODYS CORP | $22.99万 | 0.01% | 527 | 39 | 8.0% | $1.70万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.92万 | 0.01% | 6,058 | 6,058 | — | $22.92万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $22.91万 | 0.01% | 3,149 | 3,149 | — | $22.91万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.80万 | 0.01% | 584 | 75 | 14.7% | $2.93万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $22.58万 | 0.01% | 1,085 | 51 | 4.9% | $1.06万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $22.46万 | 0.01% | 1,715 | 11 | 0.6% | $1,440 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $22.28万 | 0.01% | 7,999 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $22.03万 | 0.01% | 3,439 | 12 | 0.4% | $769 | 加仓 |
| RBC | RBC BEARINGS INC | $22.00万 | 0.01% | 405 | 405 | — | $22.00万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.70万 | 0.01% | 2,385 | 2,385 | — | $21.70万 | 新建仓 |
| MLPX | GLOBAL X FDS | $21.47万 | 0.01% | 2,904 | 2,904 | — | $21.47万 | 新建仓 |
| IGM | ISHARES TR | $21.33万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.07万 | 0.01% | 1,523 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $20.98万 | 0.01% | 4,720 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $20.97万 | 0.01% | 2,420 | -185 | -7.1% | -$1.60万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $20.74万 | 0.01% | 1,202 | 138 | 13.0% | $2.38万 | 重新持有 |
| NEM | NEWMONT CORP | $20.68万 | 0.01% | 1,910 | 1,910 | — | $20.68万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $20.47万 | 0.01% | 2,096 | -132 | -5.9% | -$1.29万 | 减仓 |
| WAB | WABTEC | $20.32万 | 0.01% | 813 | 813 | — | $20.32万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $20.28万 | 0.01% | 4,699 | 4,699 | — | $20.28万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $20.04万 | 0.01% | 872 | 872 | — | $20.04万 | 新建仓 |
| — | BRILLIANT EARTH GROUP INC | $19.72万 | 0.01% | 148,273 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $13.08万 | 0.01% | 11,595 | 1,039 | 9.8% | $1.17万 | 加仓 |
| F | FORD MTR CO | $11.83万 | 0.01% | 10,248 | 235 | 2.3% | $2,712 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $11.22万 | 0.01% | 14,137 | 1,341 | 10.5% | $1.06万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.70万 | 0.00% | 11,332 | 411 | 3.8% | $2,067 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -6,475 | -100.0% | -$51.99万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -5,004 | -100.0% | -$39.88万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,104 | -100.0% | -$38.64万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -6,238 | -100.0% | -$29.01万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,849 | -100.0% | -$26.74万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -2,057 | -100.0% | -$26.24万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,396 | -100.0% | -$25.67万 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -9,349 | -100.0% | -$23.97万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,910 | -100.0% | -$23.47万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -929 | -100.0% | -$22.57万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -2,239 | -100.0% | -$21.69万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -606 | -100.0% | -$21.41万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,607 | -100.0% | -$21.06万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -310 | -100.0% | -$20.97万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -887 | -100.0% | -$20.18万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |