13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001662449
申报总市值
US$23.5亿
US$23.5亿
319 檔
28.8%
在 Q3 2025 申报期间，Klingman & Associates, LLC（CIK: 0001662449）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$23.5亿，共持有 319 个公开申报仓位。
在 Q3 2025，Klingman & Associates, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 69 个新仓位，并对 86 个既有持股进行加仓（合计增持 155 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Klingman & Associates, LLC 的前 5 大核心持股（包含 IVV, IJH, VTIP 等）合计占整体申报市值的 28.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 319 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 17.14% | +0.45% | -0.81% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.76% | +0.24% | +3.36% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-其他 | 4.55% | -0.22% | +9.94% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.96% | +0.06% | -0.26% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.69% | -0.03% | +12.48% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.61% | +0.21% | -4.34% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.50% | -0.03% | +4.78% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.33% | -0.14% | -0.16% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.31% | +0.24% | +3.19% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.24% | +0.07% | +6.55% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.68% | -0.10% | -0.32% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.78% | -0.15% | -1.09% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.68% | -0.16% | +5.59% | |
| 14 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.60% | -0.14% | +7.25% | |
| 15 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 1.59% | +0.11% | +0.27% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.56% | -0.13% | -0.36% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.55% | — | -0.70% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.53% | +0.15% | +5.10% | |
| 19 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 1.52% | -0.13% | +8.27% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.50% | -0.07% | -0.55% | |
| 21 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 1.50% | -0.19% | +4.30% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.37% | -0.11% | -0.71% | |
| 23 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.26% | +0.03% | -0.70% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.26% | +0.01% | -1.06% | |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.21% | -0.15% | -0.33% | |
| 26 | CFG | Citizens Financial Group | 股票-金融 | 1.20% | -0.09% | +0.01% | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.98% | — | -1.90% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.97% | +0.09% | -0.18% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | -0.06% | +4.38% | |
| 30 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-其他 | 0.87% | -0.05% | +31.34% | |
| 31 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.84% | +0.29% | -16.91% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | +0.02% | -0.34% | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.63% | +0.05% | +11.40% | |
| 34 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.63% | -0.07% | +4.87% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.62% | -0.05% | -1.92% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | +0.03% | +14.80% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | +38.42% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.41% | — | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | +0.02% | -0.18% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | +0.05% | +14.25% | |
| 41 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 0.35% | -0.03% | -21.70% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | +0.01% | +26.45% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.34% | +0.01% | +0.19% | |
| 44 | TDTT | Flexshares Iboxx 3-year Targ | ETF-其他 | 0.34% | -0.04% | -3.97% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.32% | +0.04% | +11.63% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.26% | -0.01% | +1.93% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.24% | -0.01% | +10.69% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.23% | -0.02% | -1.22% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | -0.09% | +6.46% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.22% | -0.03% | +0.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.7% | +5.10% | 加仓 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +12.48% | 加仓 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.4% | -0.32% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | +14.80% | 加仓 |
| 5 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.3% | +31.34% | 加仓 |
| 6 | VTIP | Vanguard Short-term Tips | +0.3% | +9.94% | 加仓 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.55% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | +4.38% | 加仓 |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | -4.34% | 减仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +38.42% | 加仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.63% | 加仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +14.25% | 加仓 |
| 13 | AVGO | Broadcom Inc | +0.1% | +11.50% | 加仓 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +11.40% | 加仓 |
| 15 | ORCL | Oracle CORP | +0.1% | +2.18% | 加仓 |
| 16 | CFG | Citizens Financial Group | +0.1% | +0.01% | 减仓 |
| 17 | TSLA | Tesla Inc | +0.1% | +11.46% | 加仓 |
| 18 | C | Citigroup Inc | +0.1% | +4.05% | 加仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +10.69% | 加仓 |
| 20 | AAPL | Apple Inc | +0.1% | +4.78% | 加仓 |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | -0.18% | 加仓 |
| 22 | DE | Deere & Co | +0.1% | +164.79% | 加仓 |
| 23 | WMT | Walmart Inc | +0.1% | +99.17% | 加仓 |
| 24 | AXP | American Express Co | +0.1% | +98.09% | 加仓 |
| 25 | GE | General Electric | 0% | +1.30% | 加仓 |
| 26 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | -0.55% | 加仓 |
| 27 | SOXX | Ishares Semiconductor ETF | 0% | -1.52% | 减仓 |
| 28 | VUG | Vanguard Growth ETF | 0% | +18.91% | 加仓 |
| 29 | GEV | GE Vernova Inc | 0% | +3.17% | 加仓 |
| 30 | NFLX | Netflix Inc | 0% | +8.34% | 加仓 |
| 31 | CAT | Caterpillar Inc | 0% | +1.45% | 加仓 |
| 32 | MS | Morgan Stanley | 0% | +54.04% | 加仓 |
| 33 | CSX | Csx CORP | 0% | +0.67% | 加仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +26.45% | 加仓 |
| 35 | GS | Goldman Sachs Group Inc | 0% | +53.01% | 加仓 |
| 36 | BLK | Blackrock Inc | 0% | -5.12% | 加仓 |
| 37 | CPNG | Coupang Inc | 0% | -3.93% | 加仓 |
| 38 | BAC | Bank Of America CORP | 0% | +62.94% | 加仓 |
| 39 | KO | Coca-cola Co/the | 0% | +32.75% | 加仓 |
| 40 | EMR | Emerson Electric Co | 0% | +17.89% | 加仓 |
| 41 | LAMR | Lamar Advertising Co-a | 0% | +18.93% | 加仓 |
| 42 | TJX | Tjx Companies Inc | 0% | -0.10% | 加仓 |
| 43 | OEF | Ishares S&p 100 ETF | 0% | — | 不变 |
| 44 | RJF | Raymond James Financial Inc | 0% | -0.12% | 加仓 |
| 45 | VTV | Vanguard Value ETF | 0% | +3.15% | 加仓 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.14% | 减仓 |
| 47 | PM | Philip Morris International | 0% | +0.14% | 加仓 |
| 48 | SCHW | Schwab (charles) CORP | 0% | -3.94% | 加仓 |
| 49 | RTX | Rtx CORP | 0% | -0.02% | 加仓 |
| 50 | MO | Altria Group Inc | 0% | +24.27% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Klingman & Associates, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$23.5亿，共申报了 319 个公开持股仓位。
在 Q3 2025 季度，Klingman & Associates, LLC 按市值排列的前三大核心持股分别为：IVV (17.1%)、IJH (4.8%)、VTIP (4.5%)。其中最大持股仓位 IVV 占据整体投资组合约 17.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
PSX
市值: US$96.7万
本季最大获利了结 / 清仓标的
SPEM
前期市值: US$73.6万
在 Q3 2025 季度中，Klingman & Associates, LLC 共进行了 196 项持仓异动，包含新建仓 69 个仓位、加仓 86 个仓位、减仓 28 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 PSX。 本季清仓仓位包含 SPEM。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。