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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3.97亿 | 16.92% | 530,731 | 4,030 | 0.8% | $301.80万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1.31亿 | 5.58% | 2,611,590 | 186,174 | 7.7% | $935.15万 | 加仓 |
| IJH | ISHARES TR | $1.24亿 | 5.27% | 1,604,169 | 48,024 | 3.1% | $370.31万 | 加仓 |
| IEFA | ISHARES TR | $9,679.06万 | 4.12% | 1,002,180 | 44,824 | 4.7% | $432.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,875.79万 | 3.78% | 1,245,724 | 34,785 | 2.9% | $247.84万 | 加仓 |
| IJR | ISHARES TR | $8,851.30万 | 3.77% | 596,811 | 4,016 | 0.7% | $59.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,577.12万 | 3.65% | 114,856 | -459 | -0.4% | -$34.28万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $7,696.76万 | 3.28% | 646,841 | -7,973 | -1.2% | -$94.87万 | 减仓 |
| AAPL | APPLE INC | $7,638.45万 | 3.25% | 263,977 | -5,865 | -2.2% | -$169.71万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $7,133.86万 | 3.04% | 1,173,526 | 19 | 0.0% | $1,155 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,875.51万 | 2.50% | 984,338 | -20,038 | -2.0% | -$119.61万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $4,517.07万 | 1.92% | 353,559 | 24,530 | 7.5% | $313.40万 | 加仓 |
| IEMG | ISHARES INC | $4,150.43万 | 1.77% | 501,018 | 16,929 | 3.5% | $140.24万 | 加仓 |
| IBDU | ISHARES TR | $3,757.58万 | 1.60% | 1,622,444 | 41,766 | 2.6% | $96.73万 | 加仓 |
| IBDV | ISHARES TR | $3,739.96万 | 1.59% | 1,715,577 | 65,214 | 4.0% | $142.17万 | 加仓 |
| IBDW | ISHARES TR | $3,681.52万 | 1.57% | 1,766,564 | 66,766 | 3.9% | $139.14万 | 加仓 |
| USMV | ISHARES TR | $3,422.81万 | 1.46% | 354,842 | -6,756 | -1.9% | -$65.17万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $3,335.29万 | 1.42% | 297,555 | -26,620 | -8.2% | -$298.38万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $3,318.27万 | 1.41% | 614,153 | -3,986 | -0.6% | -$21.54万 | 减仓 |
| IBDT | ISHARES TR | $3,269.59万 | 1.39% | 1,294,887 | -9,498 | -0.7% | -$23.98万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $3,230.00万 | 1.38% | 340,538 | -29,321 | -7.9% | -$278.11万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $3,054.09万 | 1.30% | 279,909 | -1,132 | -0.4% | -$12.35万 | 减仓 |
| IBDX | ISHARES TR | $2,960.95万 | 1.26% | 1,175,446 | 93,892 | 8.7% | $236.51万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,918.02万 | 1.24% | 41,488 | -180 | -0.4% | -$12.66万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $2,872.25万 | 1.22% | 409,912 | -46,966 | -10.3% | -$329.09万 | 减仓 |
| SDY | SPDR SERIES TRUST | $2,850.82万 | 1.21% | 187,332 | -2,024 | -1.1% | -$30.80万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $2,429.03万 | 1.03% | 203,898 | -208 | -0.1% | -$2.48万 | 减仓 |
| IBDS | ISHARES TR | $2,324.08万 | 0.99% | 959,571 | -25,956 | -2.6% | -$62.87万 | 减仓 |
| DDOG | DATADOG INC | $1,758.03万 | 0.75% | 67,523 | -14,644 | -17.8% | -$381.27万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,664.07万 | 0.71% | 44,970 | 33 | 0.1% | $1.22万 | 加仓 |
| AMZN | AMAZON COM INC | $1,472.85万 | 0.63% | 61,796 | 3,445 | 5.9% | $82.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,408.72万 | 0.60% | 37,765 | 604 | 1.6% | $22.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,393.53万 | 0.59% | 69,645 | 2,750 | 4.1% | $55.02万 | 加仓 |
| SCZ | ISHARES TR | $1,277.16万 | 0.54% | 155,240 | -1,530 | -1.0% | -$12.59万 | 减仓 |
| NYF | ISHARES TR | $1,272.21万 | 0.54% | 236,010 | -3,865 | -1.6% | -$20.83万 | 减仓 |
| GOOG | ALPHABET INC | $1,116.31万 | 0.48% | 31,594 | 595 | 1.9% | $21.02万 | 加仓 |
| GOOGL | ALPHABET INC | $994.82万 | 0.42% | 27,837 | 467 | 1.7% | $16.69万 | 加仓 |
| IWM | ISHARES TR | $927.27万 | 0.39% | 30,863 | -386 | -1.2% | -$11.60万 | 减仓 |
| IWB | ISHARES TR | $889.39万 | 0.38% | 21,719 | -315 | -1.4% | -$12.90万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $856.90万 | 0.36% | 26,178 | 384 | 1.5% | $12.57万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $783.58万 | 0.33% | 11,409 | 70 | 0.6% | $4.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $772.10万 | 0.33% | 15,430 | 1,539 | 11.1% | $77.01万 | 加仓 |
| SOXX | ISHARES TR | $766.93万 | 0.33% | 11,969 | -2,000 | -14.3% | -$128.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $759.66万 | 0.32% | 10,507 | 44 | 0.4% | $3.18万 | 加仓 |
| TDTT | FLEXSHARES TR | $632.15万 | 0.27% | 264,386 | -1,633 | -0.6% | -$3.90万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $590.18万 | 0.25% | 19,041 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $555.96万 | 0.24% | 57,654 | -635 | -1.1% | -$6.12万 | 减仓 |
| AVGO | BROADCOM INC | $545.27万 | 0.23% | 14,435 | 523 | 3.8% | $19.76万 | 加仓 |
| — | EXXON MOBIL CORP | $533.59万 | 0.23% | 39,028 | 99 | 0.3% | $1.35万 | 加仓 |
| DVY | ISHARES TR | $502.24万 | 0.21% | 32,133 | -86 | -0.3% | -$1.34万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $443.13万 | 0.19% | 17,448 | -624 | -3.5% | -$15.85万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $439.40万 | 0.19% | 62,861 | -1,471 | -2.3% | -$10.28万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $413.34万 | 0.18% | 55,186 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $399.69万 | 0.17% | 47,724 | 127 | 0.3% | $1.06万 | 加仓 |
| META | META PLATFORMS INC | $397.42万 | 0.17% | 7,055 | 353 | 5.3% | $19.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $384.84万 | 0.16% | 7,493 | -278 | -3.6% | -$14.28万 | 减仓 |
| CROX | CROCS INC | $382.07万 | 0.16% | 31,670 | 1,580 | 5.3% | $19.06万 | 加仓 |
| GE | GE AEROSPACE | $365.69万 | 0.16% | 9,785 | 203 | 2.1% | $7.59万 | 加仓 |
| IWF | ISHARES TR | $359.57万 | 0.15% | 28,958 | 10 | 0.0% | $1,242 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $358.36万 | 0.15% | 66,339 | -118 | -0.2% | -$6,374 | 减仓 |
| TSLA | TESLA INC | $345.78万 | 0.15% | 8,221 | 143 | 1.8% | $6.01万 | 加仓 |
| ABBV | ABBVIE INC | $331.36万 | 0.14% | 13,168 | 48 | 0.4% | $1.21万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $331.17万 | 0.14% | 2,869 | 288 | 11.2% | $33.24万 | 加仓 |
| EFA | ISHARES TR | $327.96万 | 0.14% | 31,571 | 468 | 1.5% | $4.86万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $317.78万 | 0.14% | 20,373 | -51 | -0.2% | -$7,955 | 减仓 |
| IWN | ISHARES TR | $316.25万 | 0.13% | 14,297 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $315.88万 | 0.13% | 10,421 | -42 | -0.4% | -$1.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $313.29万 | 0.13% | 3,349 | -69 | -2.0% | -$6.45万 | 减仓 |
| CAT | CATERPILLAR INC | $307.22万 | 0.13% | 2,885 | 83 | 3.0% | $8.84万 | 加仓 |
| GEV | GE VERNOVA INC | $306.40万 | 0.13% | 2,608 | 61 | 2.4% | $7.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $305.05万 | 0.13% | 35,413 | -3,383 | -8.7% | -$29.14万 | 减仓 |
| V | VISA INC | $302.33万 | 0.13% | 8,812 | -320 | -3.5% | -$10.98万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $289.43万 | 0.12% | 13,603 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $289.06万 | 0.12% | 2,410 | 99 | 4.3% | $11.87万 | 加仓 |
| IXUS | ISHARES TR | $281.40万 | 0.12% | 29,484 | -435 | -1.5% | -$4.15万 | 减仓 |
| HDV | ISHARES TR | $276.75万 | 0.12% | 100,967 | -158 | -0.2% | -$4,331 | 减仓 |
| C | CITIGROUP INC | $267.81万 | 0.11% | 19,135 | 151 | 0.8% | $2.11万 | 加仓 |
| INTC | INTEL CORP | $261.47万 | 0.11% | 18,726 | 1,239 | 7.1% | $17.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $258.78万 | 0.11% | 11,875 | -1 | -0.0% | -$218 | 减仓 |
| OEF | ISHARES TR | $251.79万 | 0.11% | 6,882 | -262 | -3.7% | -$9.59万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $246.60万 | 0.10% | 4,245 | 305 | 7.7% | $17.72万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $241.77万 | 0.10% | 47,808 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $229.58万 | 0.10% | 15,154 | 13 | 0.1% | $1,970 | 加仓 |
| PG | PROCTER & GAMBLE CO | $224.70万 | 0.10% | 15,323 | -228 | -1.5% | -$3.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $223.13万 | 0.09% | 3,030 | 88 | 3.0% | $6.48万 | 加仓 |
| HD | HOME DEPOT INC | $214.01万 | 0.09% | 6,068 | -134 | -2.2% | -$4.73万 | 减仓 |
| ORCL | ORACLE CORP | $208.75万 | 0.09% | 14,244 | -420 | -2.9% | -$6.16万 | 减仓 |
| GLW | CORNING INC | $206.08万 | 0.09% | 8,068 | 96 | 1.2% | $2.45万 | 加仓 |
| IBDY | ISHARES TR | $202.96万 | 0.09% | 78,833 | 78,833 | — | $202.96万 | 新建仓 |
| WMT | WALMART INC | $197.82万 | 0.08% | 17,466 | 798 | 4.8% | $9.04万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $192.38万 | 0.08% | 14,753 | -125 | -0.8% | -$1.63万 | 减仓 |
| CSCO | CISCO SYS INC | $190.61万 | 0.08% | 16,227 | 487 | 3.1% | $5.72万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $190.31万 | 0.08% | 7,832 | -6 | -0.1% | -$1,458 | 减仓 |
| EFAV | ISHARES TR | $190.08万 | 0.08% | 21,671 | -870 | -3.9% | -$7.63万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $189.17万 | 0.08% | 12,934 | -20 | -0.2% | -$2,925 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $177.21万 | 0.08% | 32,214 | 671 | 2.1% | $3.69万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $174.35万 | 0.07% | 11,468 | -775 | -6.3% | -$11.78万 | 减仓 |
| ITOT | ISHARES TR | $168.66万 | 0.07% | 10,267 | -213 | -2.0% | -$3.50万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $168.20万 | 0.07% | 28,269 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $162.23万 | 0.07% | 35,398 | 4,546 | 14.7% | $20.83万 | 加仓 |