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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 23
增持 98
减持 17
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
IAU
ISHARES GOLD
-$29.7M
72,415
-92%
增持
ITOT
ISHARES CORE
+$9.9M
352,838
+47%
增持
BKLC
BNY MELLON
+$9.8M
246,273
+99%
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
DFAC
DIMENSIONAL US
-$6.9M
13,656
-95%
增持
VT
VANGUARD TOTAL
+$6.2M
215,810
+48%
增持
JNJ
JOHNSON & JOHNSON
+$4.8M
36,771
+265%
清仓
—
WORLD GOLD
-$4.8M
0
-100%
增持
VXUS
VANGUARD TOTAL
+$3.8M
207,194
+54%
增持
VTI
VANGUARD TOTAL
+$3.3M
400,650
+10%
增持
BKAG
BNY MELLON
+$3.1M
140,474
+102%
增持
AAPL
APPLE INC
+$2.6M
185,032
+11%
增持
BKIE
BNY MELLON
+$1.8M
41,903
+184%
增持
SCHZ
SCHWAB AGGREGATE
+$1.6M
55,773
+144%
增持
ZTS
ZOETIS INC
-$1.6M
29,294
+1%
增持
SCHB
SCHWAB US
+$1.5M
138,550
+167%
增持
VWO
VANGUARD FSTE
+$1.5M
201,577
+27%
增持
BRK/B
BERKSHIRE HATHAWAY
+$1.4M
24,411
+1%
增持
SCHF
SCHWAB INTL
+$1.4M
60,334
+172%
清仓
DFAT
DIMENSIONAL US
-$1.3M
0
-100%
增持
SCHX
SCHWAB US
+$1.3M
45,972
+337%
建仓
VCSH
VANGUARD SHORT
+$1.3M
16,216
清仓
DFAX
DIMENSIONAL WORLD
-$1.2M
0
-100%
增持
SCHP
SCHWAB US
+$1.2M
65,419
+49%
减持
AGG
ISHARES CORE
-$1.2M
19,794
-31%
建仓
VYM
VANGUARD HIGH
+$1.1M
10,142
增持
MUB
ISHARES NATIONAL
+$1.0M
36,572
+43%
建仓
SCHA
SCHWAB US
+$957.0K
20,207
增持
VOO
VANGUARD S&P
+$953.0K
49,332
+10%
增持
BX
BLACKSTONE INC
+$888.0K
10,312
+217%
清仓
NFLX
NETFLIX INC
-$859.0K
0
-100%
减持
IWN
ISHARES RUSSELL
-$855.0K
136,616
-1%
建仓
SCHK
SCHWAB STRATEGIC
+$826.0K
18,751
清仓
COIN
COINBASE GLOBAL
-$810.0K
0
-100%
建仓
SCHM
SCHWAB US
+$797.0K
10,505
增持
BND
VANGUARD TOTAL
+$776.0K
78,043
+22%
增持
VEA
VANGUARD FTSE
+$750.0K
48,398
+57%
增持
VNQ
VANGUARD REAL
+$689.0K
33,041
+33%
增持
BKMC
BNY MELLON
+$684.0K
11,976
+187%
增持
ARKK
ARK INNOVATION
+$630.0K
28,620
+114%
增持
ABBV
ABBVIE INC
+$628.0K
8,234
+58%
清仓
DFIV
DIMENSIONAL INTL
-$620.0K
0
-100%
增持
NVDA
NVIDIA CORP
+$603.0K
4,422
+115%
减持
TIP
ISHARES TIPS
-$587.0K
85,238
-2%
建仓
VMBS
VANGUARD MORTGAGE
+$559.0K
11,161
增持
VO
VANGUARD MID
+$545.0K
7,007
+59%
增持
COST
COSTCO WHOLESALE
+$540.0K
1,326
+238%
增持
VB
VANGUARD SMALL
+$512.0K
4,680
+119%
增持
SCHV
SCHWAB US
+$505.0K
10,110
+241%
增持
MSFT
MICROSOFT CORP
-$496.0K
51,206
+6%
增持
IWF
ISHARES RUSSELL
+$485.0K
2,555
+249%
减持
AMZN
AMAZON COM
-$470.0K
2,159
-4%
增持
QRVO
QORVO INC
+$465.0K
7,501
+100%
建仓
GLDM
WORLD GOLD TR
+$460.0K
11,962
建仓
VCIT
VANGUARD INTERMEDIATE
+$456.0K
5,302
建仓
SCHE
SCHWAB EMERGING
+$451.0K
16,255
增持
BKEM
BNY MELLON
+$437.0K
11,118
+185%
建仓
VONE
VANGUARD RUSSELL
+$427.0K
2,062
增持
AVGO
BROADCOM INC
+$422.0K
1,370
+107%
增持
AMGN
AMGEN INC
+$405.0K
10,503
+11%
增持
CG
CARLYLE GROUP
+$395.0K
15,816
+129%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$377.0K
13,382
增持
EFA
ISHARES MSCI
+$354.0K
15,493
+55%
建仓
SHOP
SHOPIFY INC
+$351.0K
520
减持
META
FACEBOOK INC
-$349.0K
2,920
-2%
增持
WHR
WHIRLPOOL CORP
+$346.0K
4,004
+100%
减持
SBUX
STARBUCKS CORP
-$343.0K
4,460
-30%
清仓
BIIB
BIOGEN INC
-$342.0K
0
-100%
清仓
—
APOLLO GLOBAL
-$336.0K
0
-100%
清仓
AMAT
APPLIED MATERIALS
-$331.0K
0
-100%
增持
—
EXXON MOBIL
+$301.0K
9,635
+19%
建仓
AXP
AMERICAN EXPRESS
+$297.0K
1,590
减持
MCK
MCKESSON CORP
+$288.0K
5,004
-0%
增持
TGT
TARGET CORP
+$285.0K
3,306
+84%
增持
—
SHYFT GROUP
-$278.0K
21,381
+0%
增持
LOW
LOWES COMPANIES
-$276.0K
7,121
+7%
增持
PAYX
PAYCHEX INC
+$274.0K
4,014
+100%
增持
MU
MICRON TECHNOLOGY INC
-$274.0K
20,455
+2%
增持
SPY
SPDR S&P
-$271.0K
11,664
+0%
增持
HD
HOME DEPOT
-$271.0K
4,071
+13%
增持
WOR
WORTHINGTON INDUSTRIES
+$257.0K
10,000
+100%
建仓
—
MEDTRONIC PLC
+$256.0K
2,312
建仓
DFAS
DIMENSIONAL ETF TRUST
+$250.0K
4,467
增持
GOOGL
ALPHABET INC
+$249.0K
1,351
+12%
建仓
SO
SOUTHERN COMPANY
+$245.0K
3,383
建仓
BIV
VANGUARD INTERMEDIATE
+$243.0K
2,972
建仓
SUB
ISHARES SHORT
+$229.0K
2,189
增持
VXF
VANGUARD EXTENDED
+$223.0K
9,107
+29%
建仓
ALL
ALLSTATE CORP
+$220.0K
1,591
建仓
SUSA
ISHARES MSCI
+$219.0K
2,264
清仓
AVY
AVERY DENNISON CORP
-$217.0K
0
-100%
建仓
DGRO
ISHARES CORE
+$216.0K
4,040
增持
SCHR
SCHWAB INTERMEDIATE
+$216.0K
8,744
+96%
清仓
ALGN
ALIGN TECHNOLOGY
-$212.0K
0
-100%
增持
PII
POLARIS INC
+$210.0K
4,000
+100%
建仓
GILD
GILEAD SCIENCES
+$210.0K
3,539
增持
VBR
VANGUARD SMALL
-$209.0K
248,216
+1%
增持
DOW
DOW INC
+$203.0K
23,716
+3%
增持
KKR
KKR & CO
+$201.0K
10,241
+91%
减持
MMM
3M COMPANY
-$190.0K
2,154
-25%
增持
BAC
BANK AMERICA
+$188.0K
12,995
+67%
增持
NUE
NUCOR CORP
+$180.0K
5,125
+1%
增持
IVV
ISHARES CORE
+$180.0K
6,590
+12%
增持
CSCO
CISCO SYSTEMS
+$176.0K
12,828
+51%
增持
USB
U S BANCORP DE
+$173.0K
12,635
+42%
增持
DVY
ISHARES SELECT
+$173.0K
19,313
+3%
增持
ICSH
BLACKROCK ULTRA
+$173.0K
44,513
+9%
增持
VGT
VANGUARD INFORMATION
+$162.0K
3,361
+24%
增持
TSLA
TESLA INC
+$157.0K
1,078
+13%
增持
—
PROVIDENT BANCORP
+$153.0K
21,062
+81%
增持
QCOM
QUALCOMM INC
-$150.0K
6,135
+3%
清仓
TME
TENCENT MUSIC ENTMT GROUP
-$137.0K
0
-100%
增持
MRK
MERCK & COMPANY
+$133.0K
12,954
+7%
增持
VTIP
VANGUARD SHORT
+$129.0K
8,984
+39%
增持
VTV
VANGUARD VALUE
+$127.0K
28,634
+3%
增持
VTEB
VANGUARD MUNICIPAL
+$124.0K
50,392
+12%
增持
ADBE
ADOBE INC
+$117.0K
921
+73%
增持
LLY
ELI LILLY
+$110.0K
1,251
+39%
减持
DGX
QUEST DIAGNOSTICS
-$102.0K
2,819
-0%
增持
UPS
UNITED PARCEL
+$100.0K
1,583
+42%
增持
BMY
BRISTOL MYERS
+$98.0K
8,059
+2%
增持
F
FORD MOTOR
-$98.0K
27,004
+1%
增持
TXN
TEXAS INSTRUMENTS
+$97.0K
1,646
+51%
增持
JPM
JPMORGAN CHASE
+$96.0K
4,375
+39%
增持
MO
ALTRIA GROUP
+$95.0K
19,410
+0%
减持
—
DUPONT DE
-$95.0K
11,366
-1%
建仓
DCH
AMERN AXLE & MFG HLDGS
+$94.0K
12,088
增持
IBM
INTL BUSINESS
-$93.0K
26,571
+0%
减持
RPG
INVESCO S&P
-$92.0K
1,142
-20%
增持
HON
HONEYWELL INTL
-$90.0K
13,872
+4%
减持
DHR
DANAHER CORP
-$90.0K
1,638
-5%
增持
PFE
PFIZER INC
-$81.0K
69,688
+12%
增持
—
EATON CORP
-$79.0K
4,705
+3%
增持
MCD
MCDONALDS CORP
+$79.0K
2,707
+23%
减持
KMB
KIMBERLY CLARK
-$76.0K
3,803
-0%
增持
PG
PROCTER & GAMBLE
-$73.0K
20,541
+5%
增持
CAT
CATERPILLAR INC
+$70.0K
2,650
+5%
增持
MDLZ
MONDELEZ INTERNATIONAL
-$69.0K
21,680
+1%
增持
BNDX
VANGUARD TOTAL
+$66.0K
8,473
+24%
减持
EFV
ISHARES MSCI
-$65.0K
89,060
-1%
增持
EAGG
ISHARES ESG
+$62.0K
5,278
+38%
增持
DG
DOLLAR GENL
-$62.0K
5,121
+0%
增持
XLK
SECTOR TECHNOLOGY
+$59.0K
6,032
+17%
增持
KO
COCA COLA COMPANY
+$56.0K
7,082
+9%
增持
QQQ
INVESCO QQQ
+$56.0K
2,510
+17%
增持
IJS
ISHARES S&P
+$55.0K
13,524
+6%
增持
VGSH
VANGUARD SHORT
+$55.0K
5,761
+22%
增持
V
VISA INC
+$50.0K
4,173
+3%
增持
IJR
ISHARES CORE
-$44.0K
14,780
+3%
减持
PM
PHILIP MORRIS
-$41.0K
13,481
-2%
增持
PEP
PEPSICO INC
+$41.0K
16,387
+5%
