Klingman & Associates, LLC 13F 持仓 · 2026年Q2
Klingman & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 350 只证券，申报市值合计 23.49 亿美元。前几大持仓：IVV（16.92%）、VTIP（5.58%）、IJH（5.27%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $397.5M | 16.92% | 530,731 | 增持 |
| 2 | VTIP | VANGUARD MALVERN FDS | $131.2M | 5.58% | 2.6M | 增持 |
| 3 | IJH | ISHARES TR | $123.7M | 5.27% | 1.6M | 增持 |
| 4 | IEFA | ISHARES TR | $96.8M | 4.12% | 1.0M | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $88.8M | 3.78% | 1.2M | 增持 |
| 6 | IJR | ISHARES TR | $88.5M | 3.77% | 596,811 | 增持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $85.8M | 3.65% | 114,856 | 减持 |
| 8 | SPYG | SPDR SERIES TRUST | $77.0M | 3.28% | 646,841 | 减持 |
| 9 | AAPL | APPLE INC | $76.4M | 3.25% | 263,977 | 减持 |
| 10 | SPYV | SPDR SERIES TRUST | $71.3M | 3.04% | 1.2M | 增持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $58.8M | 2.50% | 984,338 | 减持 |
| 12 | RWL | INVESCO EXCH TRADED FD TR II | $45.2M | 1.92% | 353,559 | 增持 |
| 13 | IEMG | ISHARES INC | $41.5M | 1.77% | 501,018 | 增持 |
| 14 | IBDU | ISHARES TR | $37.6M | 1.60% | 1.6M | 增持 |
| 15 | IBDV | ISHARES TR | $37.4M | 1.59% | 1.7M | 增持 |
| 16 | IBDW | ISHARES TR | $36.8M | 1.57% | 1.8M | 增持 |
| 17 | USMV | ISHARES TR | $34.2M | 1.46% | 354,842 | 减持 |
| 18 | MDYG | SPDR SERIES TRUST | $33.4M | 1.42% | 297,555 | 减持 |
| 19 | PRF | INVESCO EXCHANGE TRADED FD T | $33.2M | 1.41% | 614,153 | 减持 |
| 20 | IBDT | ISHARES TR | $32.7M | 1.39% | 1.3M | 减持 |
| 21 | MDYV | SPDR SERIES TRUST | $32.3M | 1.38% | 340,538 | 减持 |
| 22 | SLYV | SPDR SERIES TRUST | $30.5M | 1.30% | 279,909 | 减持 |
| 23 | IBDX | ISHARES TR | $29.6M | 1.26% | 1.2M | 增持 |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | $29.2M | 1.24% | 41,488 | 减持 |
| 25 | CFG | CITIZENS FINL GROUP INC | $28.7M | 1.22% | 409,912 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR