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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 47增持 83减持 15清仓 5

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$18.6M

167,268 +113%

增持

MSFT MICROSOFT CORP

+$12.1M

48,413 +229%

增持

VTI VANGUARD TOTAL

+$11.5M

363,941 +6%

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。

增持

BKLC BNY MELLON

+$5.7M

123,646 +89%

增持

ZTS ZOETIS INC

+$5.7M

29,074 +312%

增持

ITOT ISHARES CORE

+$4.3M

240,661 +10%

增持

VT VANGUARD TOTAL

+$3.7M

145,619 +24%

增持

VOO VANGUARD S&P

+$3.5M

44,734 +10%

增持

VXUS VANGUARD TOTAL

+$3.2M

134,737 +59%

增持

IBM INTL BUSINESS

+$3.2M

26,543 +904%

增持

VBR VANGUARD SMALL

+$2.8M

245,344 +1%

增持

BKAG BNY MELLON

+$2.3M

69,539 +215%

增持

HON HONEYWELL INTL

+$2.3M

13,381 +471%

增持

SCHB SCHWAB US

+$2.0M

51,888 +41%

增持

PEP PEPSICO INC

+$1.9M

15,557 +184%

建仓

MU MICRON TECHNOLOGY INC

+$1.9M

20,039

增持

PFE PFIZER INC

+$1.9M

62,464 +47%

增持

AMGN AMGEN INC

+$1.8M

9,491 +534%

增持

LOW LOWES COMPANIES

+$1.4M

6,638 +300%

增持

BND VANGUARD TOTAL

+$1.3M

64,087 +32%

建仓

MCK MCKESSON CORP

+$1.2M

5,005

增持

SCHP SCHWAB US

+$1.2M

43,767 +79%

建仓

DG DOLLAR GENL

+$1.2M

5,098

建仓

PRU PRUDENTIAL FINANCIAL

+$1.1M

10,510

建仓

BKIE BNY MELLON

+$1.1M

14,731

建仓

QCOM QUALCOMM INC

+$1.1M

5,948

增持

DOW DOW INC

+$1.1M

23,065 +419%

增持

VWO VANGUARD FSTE

+$971.0K

158,415 +15%

建仓

— DUPONT DE

+$931.0K

11,531

建仓

BCPC BALCHEM CORP

+$843.0K

5,000

减持

IAU ISHARES GOLD

+$809.0K

929,275 -2%

增持

VXF VANGUARD EXTENDED

+$798.0K

7,033 +163%

增持

MDLZ MONDELEZ INTERNATIONAL

+$758.0K

21,569 +87%

增持

VNQ VANGUARD REAL

+$732.0K

24,934 +17%

建仓

CTVA CORTEVA INC

+$697.0K

14,734

建仓

CVS CVS HEALTH

+$689.0K

6,682

增持

AMZN AMAZON COM

+$670.0K

2,252 +8%

增持

DFAC DIMENSIONAL US

+$609.0K

250,595 +0%

增持

VTV VANGUARD VALUE

+$593.0K

27,906 +8%

建仓

MLKN MILLERKNOLL INC

+$588.0K

15,000

建仓

QRVO QORVO INC

+$587.0K

3,751

建仓

NUE NUCOR CORP

+$582.0K

5,099

增持

PG PROCTER & GAMBLE

+$563.0K

19,632 +4%

清仓

VYM VANGUARD HIGH

-$543.0K

0 -100%

增持

SPY SPDR S&P

+$539.0K

11,662 +0%

增持

GOOGL ALPHABET INC

+$527.0K

1,211 +9%

减持

BRK/B BERKSHIRE HATHAWAY

+$519.0K

24,091 -2%

增持

COIN COINBASE GLOBAL

+$513.0K

3,209 +146%

建仓

XLF SECTOR FINANCIAL

+$513.0K

13,143

建仓

VB VANGUARD SMALL

+$483.0K

2,138

建仓

CMA COMERICA INC

+$475.0K

5,456

建仓

WHR WHIRLPOOL CORP

+$470.0K

2,002

建仓

FSLR FIRST SOLAR

+$436.0K

5,000

建仓

APOG APOGEE ENTERPRISES

+$433.0K

9,000

建仓

BX BLACKSTONE INC

+$421.0K

3,255

建仓

TSN TYSON FOODS

+$403.0K

4,620

建仓

KKR KKR & CO

+$398.0K

5,348

增持

MRK MERCK & COMPANY

+$398.0K

12,131 +71%

建仓

BKMC BNY MELLON

+$395.0K

4,167

增持

META FACEBOOK INC

+$392.0K

2,968 +66%

增持

ABBV ABBVIE INC

+$386.0K

5,224 +75%

增持

TSLA TESLA INC

+$385.0K

951 +19%

建仓

KO COCA COLA COMPANY

+$383.0K

6,474

建仓

CG CARLYLE GROUP

+$379.0K

6,911

建仓

BNDX VANGUARD TOTAL

+$378.0K

6,855

增持

— WORLD GOLD

+$360.0K

263,613 +4%

建仓

LNC LINCOLN NATL CORP IN

+$353.0K

5,175

减持

EFV ISHARES MSCI

-$338.0K

90,125 -6%

建仓

MET METLIFE INC

+$336.0K

5,378

建仓

— APOLLO GLOBAL

+$336.0K

4,633

增持

HD HOME DEPOT

+$322.0K

3,590 +1%

增持

QQQ INVESCO QQQ

+$319.0K

2,146 +43%

增持

VIG VANGUARD DIVIDEND

+$296.0K

12,939 +3%

增持

ARKK ARK INNOVATION

+$281.0K

13,393 +50%

建仓

SNY SANOFI

+$281.0K

5,610

建仓

PAYX PAYCHEX INC

+$274.0K

2,007

建仓

WOR WORTHINGTON INDUSTRIES

+$273.0K

5,000

建仓

TMO THERMO FISHER

+$272.0K

408

建仓

BKEM BNY MELLON

+$266.0K

3,902

增持

SCHZ SCHWAB AGGREGATE

+$266.0K

22,899 +28%

减持

IVV ISHARES CORE

+$256.0K

5,888 -1%

建仓

UPS UNITED PARCEL

+$240.0K

1,118

增持

— SHYFT GROUP

+$237.0K

21,380 +0%

建仓

ABT ABBOTT LABORATORIES

+$236.0K

1,674

增持

DFAT DIMENSIONAL US

+$235.0K

27,532 +14%

建仓

VSGX VANGUARD ESG

+$229.0K

3,687

清仓

DE DEERE & CO

-$229.0K

0 -100%

建仓

UNH UNITEDHEALTH GROUP

+$228.0K

455

建仓

IWF ISHARES RUSSELL

+$224.0K

732

建仓

COST COSTCO WHOLESALE

+$223.0K

392

清仓

DFUS DIMENSIONAL US

-$221.0K

0 -100%

建仓

PII POLARIS INC

+$220.0K

2,000

建仓

FMAO FARMERS & MERCHANTS

+$219.0K

6,664

建仓

SCHV SCHWAB US

+$217.0K

2,968

建仓

— PROVIDENT BANCORP

+$216.0K

11,611

清仓

VEEV VEEVA SYS INC

-$212.0K

0 -100%

建仓

EAGG ISHARES ESG

+$211.0K

3,821

清仓

SCHE SCHWAB EMERGING

-$206.0K

0 -100%

增持

IJH ISHARES CORE

+$205.0K

4,313 +12%

建仓

LIT GLOBAL X

+$204.0K

2,418

增持

VSS VANGUARD FTSE

+$202.0K

8,090 +23%

建仓

WFC WELLS FARGO

+$201.0K

4,186

增持

NVDA NVIDIA CORP

+$200.0K

2,054 +5%

减持

SYK STRYKER CORP

+$198.0K

64,084 -0%

增持

JNJ JOHNSON & JOHNSON

+$194.0K

10,074 +6%

增持

VGT VANGUARD INFORMATION

+$190.0K

2,702 +3%

增持

SCHX SCHWAB US

+$190.0K

10,529 +9%

减持

SHY ISHARES 1-3YR

-$189.0K

30,059 -6%

增持

BMY BRISTOL MYERS

+$188.0K

7,874 +54%

增持

CSCO CISCO SYSTEMS

+$187.0K

8,508 +32%

增持

IXUS ISHARES CORE

+$183.0K

20,099 +15%

增持

KLAC KLA CORP

+$178.0K

1,571 +6%

增持

WMT WALMART INC

+$174.0K

2,800 +69%

减持

IWN ISHARES RUSSELL

+$173.0K

137,940 -3%

增持

SCHF SCHWAB INTL

+$166.0K

22,185 +23%

增持

— EATON CORP

+$159.0K

4,588 +8%

增持

AVGO BROADCOM INC

+$143.0K

661 +8%

增持

USB U S BANCORP DE

+$143.0K

8,879 +48%

减持

IWV ISHARES RUSSELL

+$140.0K

10,109 -3%

增持

— LINDE PLC

+$137.0K

2,431 +1%

减持

DVY ISHARES SELECT

+$131.0K

18,780 -1%

减持

— KELLOGG CO

-$123.0K

14,511 -12%

增持

VEA VANGUARD FTSE

+$112.0K

30,811 +6%

增持

TGT TARGET CORP

+$109.0K

1,798 +34%

增持

FTNT FORTINET INC

+$101.0K

1,470 +0%

增持

GOOG ALPHABET INC

+$99.0K

351 +2%

增持

VONV VANGUARD RUSSELL

+$94.0K

17,752 +0%

减持

AGG ISHARES CORE

-$93.0K

28,725 -2%

增持

VHT VANGUARD HEALTH

+$83.0K

1,696 +14%

增持

RPG INVESCO S&P

+$82.0K

1,432 +25%

增持

CVX CHEVRON CORP

+$79.0K

3,405 +8%

增持

DGX QUEST DIAGNOSTICS

+$79.0K

2,820 +0%

增持

MCD MCDONALDS CORP

+$79.0K

2,200 +4%

增持

CAT CATERPILLAR INC

+$78.0K

2,516 +9%

增持

BAC BANK AMERICA

+$69.0K

7,798 +19%

减持

F FORD MOTOR

+$68.0K

26,743 -22%

减持

IJR ISHARES CORE

+$61.0K

14,310 -1%

增持

— BLACKROCK INC

+$59.0K

736 +0%

减持

DIS WALT DISNEY

-$58.0K

3,378 -2%

增持

MO ALTRIA GROUP

+$57.0K

19,388 +2%

减持

PM PHILIP MORRIS

-$55.0K

13,757 -4%

增持

SBUX STARBUCKS CORP

+$55.0K

6,404 +2%

增持

NSC NORFOLK SOUTHERN

+$54.0K

904 +1%

增持

ADBE ADOBE INC

+$50.0K

533 +21%

增持

DHR DANAHER CORP

+$48.0K

1,732 +1%

增持

ICSH BLACKROCK ULTRA

+$47.0K

40,865 +3%

增持

LLY ELI LILLY

+$45.0K

899 +2%

增持

VOE VANGUARD MID

+$44.0K

2,714 +4%

增持

GIS GENERAL MILLS

+$44.0K

5,718 +0%

增持

IVE ISHARES S&P

+$42.0K

2,521 +4%