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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 18
增持 69
减持 43
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
IAU
ISHARES GOLD
+$27.0M
864,893
+1094%
增持
DFAC
DIMENSIONAL US
+$10.3M
456,631
+3244%
增持
ITOT
ISHARES CORE
+$9.8M
542,213
+54%
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
VTI
VANGUARD TOTAL
-$9.4M
433,967
+8%
增持
AAPL
APPLE INC
-$6.3M
190,323
+3%
增持
VT
VANGUARD TOTAL
+$6.0M
326,346
+51%
建仓
DFAU
DIMENSIONAL US
+$5.8M
220,205
增持
VBR
VANGUARD SMALL
-$5.1M
257,395
+4%
增持
VXUS
VANGUARD TOTAL
+$4.9M
335,613
+62%
增持
SYK
STRYKER CORP
-$4.4M
64,323
+0%
增持
GLDM
WORLD GOLD
+$3.9M
121,667
+917%
增持
VCSH
VANGUARD SHORT
+$3.6M
63,764
+293%
减持
IWN
ISHARES RUSSELL
-$3.5M
136,186
-0%
建仓
AIT
APPLIED INDUSTRIAL TECH
+$3.4M
35,197
增持
VYM
VANGUARD HIGH
+$3.0M
41,147
+306%
增持
AMZN
AMAZON COM
-$2.5M
42,887
+1886%
增持
SUB
ISHARES SHORT
+$2.0M
21,402
+878%
增持
MUB
ISHARES NATIONAL
+$1.9M
55,513
+52%
增持
BND
VANGUARD TOTAL
+$1.9M
107,600
+38%
增持
MSFT
MICROSOFT CORP
-$1.8M
54,454
+6%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
26,807
-27%
增持
BRK/B
BERKSHIRE HATHAWAY
-$1.8M
25,125
+3%
增持
BKAG
BNY MELLON
+$1.5M
182,280
+30%
建仓
CMS
CMS ENERGY
+$1.5M
22,024
减持
ZTS
ZOETIS INC
-$1.3M
24,309
-17%
减持
SCHX
SCHWAB US
-$1.2M
27,456
-40%
增持
QQQ
INVESCO QQQ
+$1.2M
7,540
+200%
建仓
DFAX
DIMENSIONAL WORLD
+$1.2M
54,971
减持
IBM
INTL BUSINESS
-$1.1M
16,571
-38%
建仓
DFAT
DIMENSIONAL US
+$1.1M
27,235
减持
VXF
VANGUARD EXTENDED
-$1.1M
3,192
-65%
增持
BKLC
BNY MELLON
+$1.0M
314,246
+28%
增持
SCHB
SCHWAB US
-$1.0M
144,697
+4%
增持
TIP
ISHARES TIPS
-$871.0K
85,569
+0%
建仓
DFUV
DIMENSIONAL US
+$814.0K
25,765
建仓
ITB
ISHARES U S
+$811.0K
15,450
减持
ARKK
ARK INNOVATION
-$798.0K
27,553
-4%
增持
GOOGL
ALPHABET INC
-$783.0K
1,365
+1%
清仓
—
LEVEL ONE
-$739.0K
0
-100%
增持
SPY
SPDR S&P
-$709.0K
12,084
+4%
减持
QRVO
QORVO INC
-$698.0K
3,750
-50%
增持
VOO
VANGUARD S&P
-$644.0K
57,190
+16%
减持
EFV
ISHARES MSCI
-$638.0K
88,441
-1%
建仓
APO
APOLLO GLOBAL
+$606.0K
12,504
建仓
XHB
SPDR SERIES
+$603.0K
11,030
减持
IXUS
ISHARES CORE
-$561.0K
15,484
-29%
建仓
DFIV
DIMENSIONAL INTL
+$559.0K
19,346
增持
VGSH
VANGUARD SHORT
+$549.0K
15,141
+163%
增持
NVDA
NVIDIA CORP
-$527.0K
4,488
+1%
增持
BKIE
BNY MELLON
+$524.0K
57,317
+37%
清仓
MLKN
MILLERKNOLL INC
-$518.0K
0
-100%
减持
WHR
WHIRLPOOL CORP
-$505.0K
2,009
-50%
增持
SCHP
SCHWAB US
+$496.0K
80,064
+22%
增持
SCHZ
SCHWAB AGGREGATE
+$486.0K
69,068
+24%
减持
AGG
ISHARES CORE
-$484.0K
16,077
-19%
建仓
FRME
FIRST MERCHANTS
+$472.0K
13,258
增持
MU
MICRON TECHNOLOGY INC
-$461.0K
20,484
+0%
减持
IWB
ISHARES RUSSELL
-$450.0K
5,408
-14%
减持
—
DUPONT DE
-$445.0K
7,027
-38%
增持
VWO
VANGUARD FSTE
-$408.0K
213,458
+6%
增持
TSLA
TESLA INC
-$408.0K
1,119
+4%
增持
IVV
ISHARES CORE
-$405.0K
6,816
+3%
减持
META
META PLATFORMS
-$386.0K
1,634
-44%
清仓
—
PROVIDENT BANCORP
-$369.0K
0
-100%
减持
VO
VANGUARD MID
-$366.0K
6,598
-6%
清仓
DDWM
WISDOMTREE TR
-$356.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$351.0K
0
-100%
增持
AMGN
AMGEN INC
+$348.0K
11,868
+13%
减持
TGT
TARGET CORP
-$342.0K
2,543
-23%
减持
BAC
BANK AMERICA
-$331.0K
6,566
-49%
减持
VIG
VANGUARD DIVIDEND
-$311.0K
13,605
-2%
减持
WOR
WORTHINGTON INDUSTRIES
-$309.0K
5,000
-50%
增持
MRK
MERCK & COMPANY
+$306.0K
15,012
+16%
增持
VTV
VANGUARD VALUE
+$298.0K
34,356
+20%
减持
COST
COSTCO WHOLESALE
-$291.0K
984
-26%
减持
PRU
PRUDENTIAL FINANCIAL
-$284.0K
10,010
-5%
清仓
CRM
SALESFORCE.COM INC
-$277.0K
0
-100%
清仓
STT
STATE STREET
-$275.0K
0
-100%
建仓
SLV
ISHARES SILVER
+$269.0K
14,448
增持
HON
HONEYWELL INTL
-$269.0K
13,986
+1%
减持
PAYX
PAYCHEX INC
-$264.0K
2,498
-38%
建仓
SPLV
INVESCO EXCHANGE
+$262.0K
4,227
清仓
EMR
EMERSON ELECTRIC
-$260.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$256.0K
0
-100%
增持
BX
BLACKSTONE INC
-$256.0K
11,536
+12%
减持
SCHM
SCHWAB US
-$255.0K
8,645
-18%
建仓
ELV
ELEVANCE HEALTH
+$250.0K
518
清仓
CMI
CUMMINS INC
-$246.0K
0
-100%
减持
LOW
LOWES COMPANIES
-$243.0K
6,852
-4%
增持
CG
CARLYLE GROUP
-$243.0K
16,787
+6%
增持
LCII
LCI INDS
+$242.0K
11,844
+14%
清仓
FMAO
FARMERS & MERCHANTS
-$241.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP
-$229.0K
0
-100%
减持
AVGO
BROADCOM INC
-$228.0K
1,305
-5%
减持
ICSH
BLACKROCK ULTRA
-$228.0K
40,055
-10%
建仓
ORCL
ORACLE CORP
+$226.0K
3,231
清仓
VOOG
VANGUARD S&P
-$225.0K
0
-100%
增持
IJR
ISHARES CORE
-$224.0K
14,826
+0%
建仓
RTX
RAYTHEON TECHNOLOGIES
+$220.0K
2,291
清仓
SUSA
ISHARES MSCI
-$219.0K
0
-100%
建仓
ESGV
VANGUARD ESG
+$218.0K
3,287
清仓
WFC
WELLS FARGO
-$218.0K
0
-100%
清仓
DGRO
ISHARES CORE
-$216.0K
0
-100%
建仓
WY
WEYERHAEUSER CO
+$215.0K
6,490
减持
VUG
VANGUARD GROWTH
-$212.0K
2,569
-6%
清仓
RSPH
INVESCO S&P
-$211.0K
0
-100%
清仓
VSGX
VANGUARD ESG
-$211.0K
0
-100%
清仓
RPG
INVESCO S&P
-$210.0K
0
-100%
减持
DVY
ISHARES SELECT
-$209.0K
19,254
-0%
清仓
ABT
ABBOTT LABORATORIES
-$207.0K
0
-100%
减持
IJH
ISHARES CORE
-$207.0K
4,423
-2%
增持
VEA
VANGUARD FTSE
-$206.0K
51,898
+7%
增持
MO
ALTRIA GROUP
-$201.0K
19,466
+0%
减持
PII
POLARIS INC
-$199.0K
2,328
-42%
减持
IJS
ISHARES S&P
-$191.0K
13,415
-1%
增持
XLK
SECTOR TECHNOLOGY
-$191.0K
6,033
+0%
增持
GOOG
ALPHABET INC
-$190.0K
369
+3%
减持
VTEB
VANGUARD MUNICIPAL
-$189.0K
48,263
-4%
增持
BKEM
BNY MELLON
+$176.0K
15,495
+39%
增持
PFE
PFIZER INC
+$174.0K
72,116
+3%
增持
PG
PROCTER & GAMBLE
-$169.0K
20,655
+1%
增持
VB
VANGUARD SMALL
-$162.0K
4,732
+1%
增持
GLD
SPDR GOLD
+$156.0K
3,057
+54%
增持
EFA
ISHARES MSCI
-$153.0K
15,796
+2%
增持
KO
COCA COLA COMPANY
+$139.0K
9,183
+30%
减持
V
VISA INC
-$137.0K
4,002
-4%
增持
INTC
INTEL CORP
-$136.0K
14,030
+5%
减持
HD
HOME DEPOT
-$134.0K
3,956
-3%
增持
GILD
GILEAD SCIENCES
+$129.0K
5,486
+55%
增持
IWF
ISHARES RUSSELL
-$126.0K
2,664
+4%
增持
DIS
WALT DISNEY
-$126.0K
4,415
+12%
减持
ABBV
ABBVIE INC
-$124.0K
7,907
-4%
减持
WMT
WALMART INC
-$120.0K
2,624
-11%
增持
VGT
VANGUARD INFORMATION
-$113.0K
3,942
+17%
减持
DG
DOLLAR GENL
+$113.0K
5,106
-0%
增持
VSS
VANGUARD FTSE
-$112.0K
9,234
+7%
增持
—
BLACKROCK INC
-$112.0K
739
+0%
增持
F
FORD MOTOR
-$110.0K
31,160
+15%
减持
XLF
SECTOR FINANCIAL
-$109.0K
13,233
-3%
增持
KKR
KKR & CO
-$109.0K
10,586
+3%
增持
SCHE
SCHWAB EMERGING
+$109.0K
22,053
+36%
减持
IWS
ISHARES RUSS
-$106.0K
3,885
-7%
增持
DOW
DOW INC
-$104.0K
27,261
+15%
减持
ADBE
ADOBE INC
-$103.0K
866
-6%
增持
MCK
MCKESSON CORP
+$103.0K
5,012
+0%
增持
SCHK
SCHWAB STRATEGIC
-$100.0K
19,910
+6%
增持
SCHF
SCHWAB INTL
+$96.0K
73,499
+22%
减持
CMA
COMERICA INC
-$95.0K
5,430
-0%
增持
BKMC
BNY MELLON
+$92.0K
15,561
+30%
减持
SBUX
STARBUCKS CORP
-$89.0K
4,154
-7%
