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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3.44亿 | 16.47% | 526,701 | 12,506 | 2.4% | $816.90万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1.21亿 | 5.80% | 2,425,416 | 338,106 | 16.2% | $1,688.84万 | 加仓 |
| IJH | ISHARES TR | $1.05亿 | 5.03% | 1,556,145 | 43,379 | 2.9% | $292.94万 | 加仓 |
| IEFA | ISHARES TR | $8,666.95万 | 4.15% | 957,356 | 48,129 | 5.3% | $435.71万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,759.70万 | 3.71% | 1,210,939 | 65,390 | 5.7% | $419.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,499.38万 | 3.59% | 115,315 | 87 | 0.1% | $5.66万 | 加仓 |
| IJR | ISHARES TR | $7,369.03万 | 3.53% | 592,795 | 25,363 | 4.5% | $315.29万 | 加仓 |
| AAPL | APPLE INC | $6,848.33万 | 3.28% | 269,842 | -2,170 | -0.8% | -$55.07万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $6,639.70万 | 3.18% | 1,173,507 | -21,660 | -1.8% | -$122.55万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $6,411.29万 | 3.07% | 654,814 | -11,395 | -1.7% | -$111.57万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,428.65万 | 2.60% | 1,004,376 | 9,248 | 0.9% | $49.99万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $3,780.88万 | 1.81% | 329,029 | 26,672 | 8.8% | $306.49万 | 加仓 |
| IBDU | ISHARES TR | $3,676.66万 | 1.76% | 1,580,678 | 41,673 | 2.7% | $96.93万 | 加仓 |
| IBDV | ISHARES TR | $3,612.64万 | 1.73% | 1,650,363 | 80,610 | 5.1% | $176.46万 | 加仓 |
| IBDW | ISHARES TR | $3,557.68万 | 1.70% | 1,699,798 | 119,450 | 7.6% | $250.01万 | 加仓 |
| IEMG | ISHARES INC | $3,376.52万 | 1.62% | 484,089 | 23,407 | 5.1% | $163.26万 | 加仓 |
| USMV | ISHARES TR | $3,353.46万 | 1.61% | 361,598 | -1,490 | -0.4% | -$13.82万 | 减仓 |
| IBDT | ISHARES TR | $3,304.01万 | 1.58% | 1,304,385 | 37,530 | 3.0% | $95.06万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $3,149.35万 | 1.51% | 369,859 | -1,295 | -0.3% | -$11.03万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $3,110.78万 | 1.49% | 324,175 | -1,917 | -0.6% | -$18.40万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2,938.02万 | 1.41% | 618,139 | -63,426 | -9.3% | -$301.46万 | 减仓 |
| SDY | SPDR SERIES TRUST | $2,763.47万 | 1.32% | 189,356 | -2,509 | -1.3% | -$36.62万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $2,739.90万 | 1.31% | 456,878 | 29,861 | 7.0% | $179.08万 | 加仓 |
| IBDX | ISHARES TR | $2,733.09万 | 1.31% | 1,081,554 | 194,820 | 22.0% | $492.31万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $2,658.09万 | 1.27% | 281,041 | -757 | -0.3% | -$7.16万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,569.93万 | 1.23% | 41,668 | -160 | -0.4% | -$9.87万 | 减仓 |
| IBDS | ISHARES TR | $2,388.92万 | 1.14% | 985,527 | -41,717 | -4.1% | -$101.12万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1,972.07万 | 0.94% | 204,106 | -543 | -0.3% | -$5.25万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,441.63万 | 0.69% | 44,937 | 299 | 0.7% | $9.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,375.58万 | 0.66% | 37,161 | 1,404 | 3.9% | $51.97万 | 加仓 |
| NYF | ISHARES TR | $1,274.22万 | 0.61% | 239,875 | 4,119 | 1.7% | $21.88万 | 加仓 |
| SCZ | ISHARES TR | $1,229.23万 | 0.59% | 156,770 | -905 | -0.6% | -$7.10万 | 减仓 |
| AMZN | AMAZON COM INC | $1,215.28万 | 0.58% | 58,351 | 1,016 | 1.8% | $21.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,166.65万 | 0.56% | 66,895 | 2,581 | 4.0% | $45.01万 | 加仓 |
| DDOG | DATADOG INC | $969.98万 | 0.46% | 82,167 | 391 | 0.5% | $4.62万 | 加仓 |
| GOOG | ALPHABET INC | $889.24万 | 0.43% | 30,999 | 388 | 1.3% | $11.13万 | 加仓 |
| GOOGL | ALPHABET INC | $787.06万 | 0.38% | 27,370 | 826 | 3.1% | $23.75万 | 加仓 |
| IWB | ISHARES TR | $785.64万 | 0.38% | 22,034 | 230 | 1.1% | $8.20万 | 加仓 |
| IWM | ISHARES TR | $774.98万 | 0.37% | 31,249 | -359 | -1.1% | -$8.90万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $758.75万 | 0.36% | 25,794 | -2,609 | -9.2% | -$76.75万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $677.56万 | 0.32% | 11,339 | 284 | 2.6% | $16.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $665.66万 | 0.32% | 13,891 | -10 | -0.1% | -$4,792 | 减仓 |
| — | EXXON MOBIL CORP | $660.47万 | 0.32% | 38,929 | -584 | -1.5% | -$9.91万 | 减仓 |
| TDTT | FLEXSHARES TR | $644.83万 | 0.31% | 266,019 | 3,112 | 1.2% | $7.54万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $620.80万 | 0.30% | 121,774 | 74,345 | 156.8% | $379.01万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $579.46万 | 0.28% | 19,041 | -4,458 | -19.0% | -$135.67万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $517.02万 | 0.25% | 58,289 | 660 | 1.1% | $5.85万 | 加仓 |
| DVY | ISHARES TR | $487.83万 | 0.23% | 32,219 | 13 | 0.0% | $1,968 | 加仓 |
| SOXX | ISHARES TR | $459.11万 | 0.22% | 13,969 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $441.75万 | 0.21% | 18,072 | 280 | 1.6% | $6.84万 | 加仓 |
| AVGO | BROADCOM INC | $430.58万 | 0.21% | 13,912 | 758 | 5.8% | $23.46万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $403.63万 | 0.19% | 55,186 | -549 | -1.0% | -$4.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $401.76万 | 0.19% | 64,332 | -96 | -0.1% | -$5,995 | 减仓 |
| MA | MASTERCARD INCORPORATED | $388.29万 | 0.19% | 7,771 | 39 | 0.5% | $1.95万 | 加仓 |
| META | META PLATFORMS INC | $383.46万 | 0.18% | 6,702 | 216 | 3.3% | $12.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $357.61万 | 0.17% | 10,463 | 71 | 0.7% | $2.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $357.45万 | 0.17% | 47,597 | -4,060 | -7.9% | -$30.49万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $350.76万 | 0.17% | 66,457 | 90 | 0.1% | $4,750 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $340.58万 | 0.16% | 3,418 | 100 | 3.0% | $9.96万 | 加仓 |
| IWF | ISHARES TR | $308.59万 | 0.15% | 7,237 | 4 | 0.1% | $1,706 | 加仓 |
| EFA | ISHARES TR | $302.11万 | 0.14% | 31,103 | 561 | 1.8% | $5.45万 | 加仓 |
| TSLA | TESLA INC | $300.30万 | 0.14% | 8,078 | 188 | 2.4% | $6.99万 | 加仓 |
| ABBV | ABBVIE INC | $285.35万 | 0.14% | 13,120 | -48 | -0.4% | -$1.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $282.42万 | 0.14% | 6,466 | -451 | -6.5% | -$19.70万 | 减仓 |
| V | VISA INC | $276.01万 | 0.13% | 9,132 | -75 | -0.8% | -$2.27万 | 减仓 |
| HDV | ISHARES TR | $274.50万 | 0.13% | 20,225 | -417 | -2.0% | -$5.66万 | 减仓 |
| VB | VANGUARD INDEX FDS | $274.05万 | 0.13% | 10,463 | -34 | -0.3% | -$8,905 | 减仓 |
| GE | GE AEROSPACE | $271.91万 | 0.13% | 9,582 | 82 | 0.9% | $2.33万 | 加仓 |
| IWN | ISHARES TR | $271.06万 | 0.13% | 14,297 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $261.07万 | 0.12% | 13,603 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $259.22万 | 0.12% | 29,919 | -67 | -0.2% | -$5,805 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $258.69万 | 0.12% | 20,424 | 1,427 | 7.5% | $18.07万 | 加仓 |
| CROX | CROCS INC | $249.81万 | 0.12% | 30,090 | 349 | 1.2% | $2.90万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $241.96万 | 0.12% | 47,808 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $241.80万 | 0.12% | 15,141 | 176 | 1.2% | $2.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $233.00万 | 0.11% | 11,876 | -1,725 | -12.7% | -$33.84万 | 减仓 |
| OEF | ISHARES TR | $227.23万 | 0.11% | 7,144 | 283 | 4.1% | $9.00万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $224.62万 | 0.11% | 15,551 | 113 | 0.7% | $1.63万 | 加仓 |
| GEV | GE VERNOVA INC | $222.33万 | 0.11% | 2,547 | 95 | 3.9% | $8.29万 | 加仓 |
| ORCL | ORACLE CORP | $215.72万 | 0.10% | 14,664 | 257 | 1.8% | $3.78万 | 加仓 |
| C | CITIGROUP INC | $215.30万 | 0.10% | 18,984 | 272 | 1.5% | $3.08万 | 加仓 |
| LLY | ELI LILLY & CO | $212.56万 | 0.10% | 2,311 | 8 | 0.3% | $7,358 | 加仓 |
| WMT | WALMART INC | $207.15万 | 0.10% | 16,668 | 442 | 2.7% | $5.49万 | 加仓 |
| MINT | PIMCO ETF TR | $206.17万 | 0.10% | 20,500 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $205.96万 | 0.10% | 22,541 | -150 | -0.7% | -$1.37万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $205.44万 | 0.10% | 40,413 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $203.98万 | 0.10% | 6,202 | -316 | -4.8% | -$10.39万 | 减仓 |
| PJT | PJT PARTNERS INC | $198.86万 | 0.10% | 14,233 | 7,353 | 106.9% | $102.74万 | 加仓 |
| CAT | CATERPILLAR INC | $198.51万 | 0.10% | 2,802 | 88 | 3.2% | $6.23万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $177.27万 | 0.08% | 12,243 | 18 | 0.1% | $2,606 | 加仓 |
| VBR | VANGUARD INDEX FDS | $170.28万 | 0.08% | 7,838 | -192 | -2.4% | -$4.17万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $170.08万 | 0.08% | 14,878 | 1 | 0.0% | $114 | 加仓 |
| QQQ | INVESCO QQQ TR | $169.81万 | 0.08% | 2,942 | 140 | 5.0% | $8.08万 | 加仓 |
| MCD | MCDONALDS CORP | $168.39万 | 0.08% | 5,418 | 76 | 1.4% | $2.36万 | 加仓 |
| SHY | ISHARES TR | $167.44万 | 0.08% | 20,279 | 20,279 | — | $167.44万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $167.22万 | 0.08% | 18,004 | 430 | 2.4% | $3.99万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $166.15万 | 0.08% | 12,954 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $162.92万 | 0.08% | 16,944 | 1,810 | 12.0% | $17.40万 | 加仓 |
| KO | COCA COLA CO | $161.01万 | 0.08% | 21,172 | 491 | 2.4% | $3.73万 | 加仓 |
| BX | BLACKSTONE INC | $153.65万 | 0.07% | 13,362 | 809 | 6.4% | $9.30万 | 加仓 |