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Zhang Financial LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Zhang Financial LLC

报告期 2026-03-31 · CIK 0001776290

持仓数

367

前50大市值合计

$2.40B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 139 项建仓 30增持 73减持 28清仓 8

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$2.5M

78,536 +24%

增持

BKLC BNY MELLON

+$2.1M

65,482 +62%

增持

VOO VANGUARD S&P

+$1.6M

40,573 +11%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

VBR VANGUARD SMALL

-$1.5M

242,825 -1%

增持

SYK STRYKER CORP

+$1.4M

64,232 +8%

增持

GOOGL ALPHABET INC

+$1.4M

1,115 +72%

增持

BND VANGUARD TOTAL

+$1.4M

48,486 +49%

减持

IWN ISHARES RUSSELL

-$1.3M

141,870 -2%

建仓

DFAX DIMENSIONAL WORLD

+$1.2M

46,924

增持

AGG ISHARES CORE

+$1.1M

29,352 +50%

建仓

BKAG BNY MELLON

+$1.1M

22,058

建仓

MDY SPDR S&P

+$1.0M

2,106

增持

MSFT MICROSOFT CORP

+$845.0K

14,719 +21%

增持

IJR ISHARES CORE

+$724.0K

14,438 +91%

增持

ARKK ARK INNOVATION

+$705.0K

8,920 +314%

建仓

— BLACKROCK INC

+$615.0K

733

建仓

DFIV DIMENSIONAL INTL

+$607.0K

18,537

减持

— SHYFT GROUP

-$579.0K

21,379 -43%

增持

JNJ JOHNSON & JOHNSON

+$573.0K

9,469 +63%

增持

— WORLD GOLD

+$562.0K

253,871 +15%

增持

IXUS ISHARES CORE

+$538.0K

17,509 +82%

建仓

QQQ INVESCO QQQ

+$535.0K

1,496

增持

HD HOME DEPOT

+$506.0K

3,559 +71%

建仓

KLAC KLA CORP

+$498.0K

1,487

建仓

HON HONEYWELL INTL

+$497.0K

2,342

增持

XLK SECTOR TECHNOLOGY

+$461.0K

5,167 +146%

建仓

CMCSA COMCAST CORP

+$460.0K

8,236

增持

AMZN AMAZON COM

+$430.0K

2,082 +12%

建仓

FTNT FORTINET INC

+$428.0K

1,465

建仓

BIIB BIOGEN INC

+$404.0K

1,426

增持

IJH ISHARES CORE

+$377.0K

3,861 +62%

建仓

DDWM WISDOMTREE TR

+$346.0K

11,605

增持

BRK/B BERKSHIRE HATHAWAY

+$337.0K

24,489 +7%

减持

ITOT ISHARES CORE

-$336.0K

218,047 -1%

建仓

CRM SALESFORCE.COM INC

+$324.0K

1,195

建仓

ABBV ABBVIE INC

+$321.0K

2,979

增持

SCHP SCHWAB US

+$318.0K

24,475 +26%

清仓

IUSB ISHARES CORE

-$311.0K

0 -100%

建仓

RSPT INVESCO S&P

+$308.0K

1,068

建仓

TGT TARGET CORP

+$307.0K

1,342

减持

VTV VANGUARD VALUE

-$305.0K

25,945 -7%

建仓

COIN COINBASE GLOBAL

+$297.0K

1,307

建仓

AVGO BROADCOM INC

+$297.0K

611

清仓

— GENERAL ELECTRIC

-$293.0K

0 -100%

增持

SCHX SCHWAB US

+$290.0K

9,686 +40%

清仓

GNTX GENTEX CORP

-$284.0K

0 -100%

增持

PG PROCTER & GAMBLE

+$283.0K

18,949 +8%

增持

DIS WALT DISNEY

+$280.0K

3,431 +100%

增持

MMM 3M COMPANY

+$268.0K

2,843 +145%

增持

SBUX STARBUCKS CORP

+$265.0K

6,298 +64%

清仓

— R1 RCM

-$265.0K

0 -100%

建仓

RSP INVESCO S&P

+$260.0K

1,734

建仓

ADBE ADOBE INC

+$253.0K

439

建仓

EMR EMERSON ELECTRIC

+$244.0K

2,594

建仓

DE DEERE & CO

+$229.0K

684

清仓

— DUPONT DE

-$227.0K

0 -100%

增持

MCD MCDONALDS CORP

+$224.0K

2,120 +70%

增持

JPM JPMORGAN CHASE

+$223.0K

2,936 +77%

清仓

LIT GLOBAL X

-$218.0K

0 -100%

增持

VIG VANGUARD DIVIDEND

+$217.0K

12,548 +14%

增持

VTI VANGUARD TOTAL

-$214.0K

343,966 +0%

建仓

ALGN ALIGN TECHNOLOGY

+$214.0K

321

增持

MRK MERCK & COMPANY

+$214.0K

7,089 +73%

增持

PFE PFIZER INC

+$212.0K

42,568 +3%

建仓

VEEV VEEVA SYS INC

+$212.0K

735

增持

IAU ISHARES GOLD

+$211.0K

943,995 +2%

减持

EFV ISHARES MSCI

-$209.0K

95,964 -2%

建仓

RSPH INVESCO S&P

+$206.0K

690

建仓

TXN TEXAS INSTRUMENTS

+$203.0K

1,057

清仓

SCHV SCHWAB US

-$201.0K

0 -100%

清仓

CTVA CORTEVA INC

-$200.0K

0 -100%

减持

TIP ISHARES TIPS

-$180.0K

87,580 -1%

减持

DFAC DIMENSIONAL US

-$177.0K

250,330 -1%

增持

TSLA TESLA INC

+$169.0K

800 +21%

增持

VXUS VANGUARD TOTAL

-$165.0K

84,627 +1%

增持

VWO VANGUARD FSTE

-$161.0K

137,245 +6%

增持

VT VANGUARD TOTAL

-$153.0K

117,146 +0%

减持

ICSH BLACKROCK ULTRA

-$149.0K

39,834 -7%

建仓

TME TENCENT MUSIC ENTMT GROUP

+$145.0K

19,925

减持

SHY ISHARES 1-3YR

-$138.0K

32,039 -5%

减持

SDCCQ SMILEDIRECTCLUB INC

-$136.0K

17,933 -33%

增持

— KELLOGG CO

+$129.0K

16,548 +15%

增持

F FORD MOTOR

+$112.0K

34,381 +36%

减持

DGX QUEST DIAGNOSTICS

-$111.0K

2,816 -29%

增持

SCHB SCHWAB US

+$110.0K

36,809 +3%

增持

CSCO CISCO SYSTEMS

+$108.0K

6,464 +40%

增持

LOW LOWES COMPANIES

+$102.0K

1,659 +37%

减持

DFUS DIMENSIONAL US

-$101.0K

4,685 -32%

增持

USB U S BANCORP DE

+$90.0K

5,997 +28%

减持

IJS ISHARES S&P

-$89.0K

13,438 -2%

减持

DVY ISHARES SELECT

-$88.0K

18,928 -2%

增持

INTC INTEL CORP

+$78.0K

11,107 +21%

增持

V VISA INC

+$75.0K

3,864 +15%

减持

NFLX NETFLIX INC

+$72.0K

1,416 -6%

增持

BMY BRISTOL MYERS

+$67.0K

5,113 +45%

减持

MO ALTRIA GROUP

-$67.0K

18,931 -3%

增持

BAC BANK AMERICA

+$63.0K

6,548 +25%

增持

VXF VANGUARD EXTENDED

+$60.0K

2,676 +18%

增持

AMGN AMGEN INC

+$47.0K

1,498 +34%

增持

AMAT APPLIED MATERIALS

+$46.0K

2,264 +32%

增持

NVDA NVIDIA CORP

+$45.0K

1,948 +334%

减持

VTEB VANGUARD MUNICIPAL

-$43.0K

45,056 -1%

减持

VNQ VANGUARD REAL

-$43.0K

21,225 -2%

建仓

— NEW ORIENTAL ED & TECHNOLOGY

+$42.0K

20,000

增持

MDLZ MONDELEZ INTERNATIONAL

-$42.0K

11,549 +1%

减持

DHR DANAHER CORP

+$42.0K

1,716 -4%

建仓

GOTU GSX TECHEDU

+$40.0K

13,129

减持

IBM INTL BUSINESS

-$35.0K

2,645 -4%

减持

KMB KIMBERLY CLARK

-$34.0K

3,803 -5%

增持

CAT CATERPILLAR INC

-$32.0K

2,302 +6%

减持

DOW DOW INC

-$31.0K

4,444 -2%

增持

VEA VANGUARD FTSE

-$29.0K

28,965 +0%

减持

WMT WALMART INC

-$29.0K

1,660 -10%

减持

IWS ISHARES RUSS

-$28.0K

4,259 -4%

减持

GOOG ALPHABET INC

+$27.0K

344 -3%

增持

MUB ISHARES NATIONAL

-$26.0K

25,427 +0%

增持

SCHZ SCHWAB AGGREGATE

+$21.0K

17,839 +3%

增持

TEVA TEVA PHARMACEUTICAL

+$20.0K

17,300 +15%

增持

VSS VANGUARD FTSE

-$19.0K

6,604 +0%

减持

SPY SPDR S&P

-$18.0K

11,652 -1%

增持

VTIP VANGUARD SHORT

+$17.0K

6,071 +5%

增持

VONV VANGUARD RUSSELL

-$15.0K

17,684 +0%

增持

PEP PEPSICO INC

+$13.0K

5,486 +0%

增持

T AT&T INC

-$11.0K

15,086 +4%

增持

IWV ISHARES RUSSELL

-$11.0K

10,457 +0%

增持

PM PHILIP MORRIS

-$10.0K

14,371 +4%

增持

— EXXON MOBIL

-$9.0K

8,068 +5%

建仓

— BIOLASE INC

+$8.0K

12,500

增持

DFAT DIMENSIONAL US

-$7.0K

24,165 +0%

增持

META FACEBOOK INC

-$7.0K

1,784 +1%

增持

VTRS VIATRIS INC

+$6.0K

12,906 +9%

增持

VYM VANGUARD HIGH

-$5.0K

5,256 +0%

增持

— ANNALY CAPITAL

-$5.0K

18,216 +2%

增持

IWR ISHARES RUSSELL

-$4.0K

4,894 +0%

减持

ZTS ZOETIS INC

-$2.0K

7,064 -4%

增持

CVX CHEVRON CORP

-$1.0K

3,162 +3%

增持

VOE VANGUARD MID

-$1.0K

2,606 +0%

增持

BSV VANGUARD SHORT

-$1.0K

11,547 +0%

增持

SCHR SCHWAB INTERMEDIATE

+$0

4,432 +0%