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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 15
增持 75
减持 47
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES CORE
+$6.8M
656,429
+21%
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.0M
247,051
+1746%
增持
VOO
VANGUARD S&P
+$4.5M
74,283
+30%
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
ICSH
BLACKROCK ULTRA
+$4.5M
130,902
+227%
增持
VTI
VANGUARD TOTAL
+$4.3M
480,069
+11%
增持
VT
VANGUARD TOTAL
+$3.8M
401,849
+23%
增持
SUB
ISHARES SHORT
+$3.8M
58,453
+173%
增持
DFAU
DIMENSIONAL US
+$3.6M
372,972
+69%
增持
BND
VANGUARD TOTAL
+$2.7M
151,107
+40%
增持
VYM
VANGUARD HIGH
+$2.7M
72,202
+75%
减持
IAU
ISHARES GOLD
-$2.6M
859,261
-1%
增持
DFAC
DIMENSIONAL US
+$2.5M
590,739
+29%
减持
VTEB
VANGUARD MUNICIPAL
-$2.2M
4,967
-90%
增持
VXUS
VANGUARD TOTAL
+$1.7M
415,213
+24%
增持
VCSH
VANGUARD SHORT
+$1.7M
87,873
+38%
增持
AGG
ISHARES CORE
+$1.6M
33,852
+111%
减持
MUB
ISHARES NATIONAL
-$1.5M
43,197
-22%
建仓
DFUS
DIMENSIONAL US
+$1.4M
35,028
增持
BKLC
BNY MELLON
+$1.2M
349,193
+11%
减持
IWN
ISHARES RUSSELL
-$1.2M
134,668
-1%
增持
IXUS
ISHARES CORE
+$1.2M
39,943
+158%
增持
SCHF
SCHWAB INTL
+$1.1M
123,081
+67%
增持
MSFT
MICROSOFT CORP
-$1.1M
55,460
+2%
增持
IVV
ISHARES CORE
+$1.0M
10,121
+48%
减持
TIP
ISHARES TIPS
-$981.0K
83,561
-2%
增持
VBR
VANGUARD SMALL
-$901.0K
262,638
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$891.0K
23,765
+432%
增持
AAPL
APPLE INC
+$864.0K
194,536
+2%
建仓
MGC
VANGUARD MEGA
+$529.0K
4,237
增持
PFE
PFIZER INC
-$480.0K
75,436
+5%
建仓
SPYV
SPDR PORTFOLIO
+$458.0K
13,288
增持
AMZN
AMAZON COM
+$443.0K
44,227
+3%
减持
JNJ
JOHNSON & JOHNSON
-$434.0K
26,477
-1%
增持
—
KELLOGG CO
+$433.0K
19,830
+49%
增持
BKIE
BNY MELLON
-$395.0K
57,395
+0%
建仓
VYMI
VANGUARD INTERNATIONAL
+$390.0K
7,492
建仓
IEMG
ISHARES CORE
+$387.0K
8,994
减持
AMGN
AMGEN INC
-$380.0K
11,125
-6%
增持
EFV
ISHARES MSCI
-$357.0K
90,359
+2%
增持
VO
VANGUARD MID
+$347.0K
8,765
+33%
增持
IBM
INTL BUSINESS
-$342.0K
16,818
+1%
增持
GLDM
WORLD GOLD
-$341.0K
122,012
+0%
建仓
NEE
NEXTERA ENERGY
+$341.0K
4,345
清仓
CMCSA
COMCAST CORP
-$332.0K
0
-100%
减持
HON
HONEYWELL INTL
-$318.0K
12,652
-10%
增持
SYK
STRYKER CORP
+$316.0K
64,737
+1%
增持
QQQ
INVESCO QQQ
+$308.0K
9,057
+20%
建仓
BIIB
BIOGEN INC
+$304.0K
1,136
减持
VGT
VANGUARD INFORMATION
-$298.0K
3,219
-18%
建仓
DFAE
DIMENSIONAL EMERGING
+$296.0K
14,744
增持
PG
PROCTER & GAMBLE
-$293.0K
21,209
+3%
减持
AIT
APPLIED INDUSTRIAL TECH
-$271.0K
30,293
-14%
清仓
SLV
ISHARES SILVER
-$269.0K
0
-100%
清仓
META
META PLATFORMS
-$263.0K
0
-100%
增持
DIA
SPDR DOW
+$262.0K
2,218
+82%
清仓
EAGG
ISHARES ESG
-$258.0K
0
-100%
建仓
VONG
VANGUARD RUSSELL
+$249.0K
4,597
减持
ARKK
ARK INNOVATION
-$240.0K
22,776
-17%
建仓
QQQM
INVESCO NASDAQ
+$229.0K
2,084
清仓
ORCL
ORACLE CORP
-$226.0K
0
-100%
增持
SCHB
SCHWAB US
+$226.0K
157,668
+9%
建仓
COIN
COINBASE GLOBAL
+$223.0K
3,462
建仓
GOVT
ISHARES U S
+$223.0K
9,804
清仓
WOR
WORTHINGTON INDUSTRIES
-$221.0K
0
-100%
减持
VSS
VANGUARD FTSE
-$221.0K
7,884
-15%
清仓
RTX
RAYTHEON TECHNOLOGIES
-$220.0K
0
-100%
减持
COST
COSTCO WHOLESALE
-$220.0K
534
-46%
增持
VGSH
VANGUARD SHORT
+$219.0K
19,210
+27%
减持
DOW
DOW INC
-$218.0K
27,071
-1%
清仓
LIT
GLOBAL X
-$217.0K
0
-100%
清仓
WY
WEYERHAEUSER CO
-$215.0K
0
-100%
减持
DIS
WALT DISNEY
-$214.0K
2,156
-51%
清仓
TMO
THERMO FISHER
-$208.0K
0
-100%
清仓
NSC
NORFOLK SOUTHERN
-$208.0K
0
-100%
减持
VTIP
VANGUARD SHORT
-$205.0K
4,738
-45%
增持
BKAG
BNY MELLON
-$204.0K
187,642
+3%
建仓
UNH
UNITEDHEALTH GROUP
+$201.0K
398
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$200.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$200.0K
29,007
+2025%
减持
VTWV
VANGUARD RUSSELL
-$194.0K
2,371
-39%
增持
VNQ
VANGUARD REAL
-$192.0K
41,798
+8%
减持
VMBS
VANGUARD MORTGAGE
-$183.0K
7,212
-32%
减持
JPM
JPMORGAN CHASE
-$183.0K
3,405
-29%
减持
DFAX
DIMENSIONAL WORLD
-$180.0K
52,868
-4%
增持
SCHE
SCHWAB EMERGING
+$179.0K
32,988
+50%
减持
BSV
VANGUARD SHORT
-$178.0K
9,440
-18%
减持
INTC
INTEL CORP
-$177.0K
13,501
-4%
增持
BKMC
BNY MELLON
+$176.0K
18,667
+20%
增持
F
FORD MOTOR
+$164.0K
45,602
+46%
增持
LOW
LOWES COMPANIES
+$161.0K
7,230
+6%
建仓
—
UBS GROUP
+$152.0K
10,460
减持
VOE
VANGUARD MID
-$144.0K
1,738
-37%
增持
MDLZ
MONDELEZ INTERNATIONAL
-$140.0K
20,975
+1%
建仓
NMFC
NEW MTN FIN CORP
+$137.0K
11,861
增持
VTV
VANGUARD VALUE
+$129.0K
37,730
+10%
减持
—
STEELCASE INC
-$129.0K
25,531
-7%
减持
GLD
SPDR GOLD
-$127.0K
2,507
-18%
增持
CMS
CMS ENERGY
-$126.0K
23,377
+6%
减持
VCIT
VANGUARD INTERMEDIATE
-$124.0K
5,138
-20%
减持
USB
U S BANCORP DE
-$123.0K
14,502
-6%
清仓
—
ANNALY CAPITAL
-$116.0K
0
-100%
增持
GOOG
ALPHABET INC
-$113.0K
7,220
+1857%
增持
SCHM
SCHWAB US
+$111.0K
10,789
+25%
增持
NVDA
NVIDIA CORP
-$111.0K
4,683
+4%
增持
BRK/B
BERKSHIRE HATHAWAY
-$106.0K
25,289
+1%
减持
MU
MICRON TECHNOLOGY INC
-$106.0K
20,478
-0%
增持
QCOM
QUALCOMM INC
-$102.0K
6,954
+0%
增持
ABBV
ABBVIE INC
-$101.0K
8,270
+5%
减持
LLY
ELI LILLY
-$100.0K
988
-24%
减持
TSN
TYSON FOODS
-$99.0K
4,616
-1%
减持
T
AT&T INC
-$91.0K
15,441
-1%
减持
MO
ALTRIA GROUP
-$90.0K
17,898
-8%
增持
EFA
ISHARES MSCI
-$90.0K
16,025
+1%
增持
SO
SOUTHERN COMPANY
+$88.0K
5,613
+36%
减持
SHY
ISHARES 1-3YR
-$79.0K
30,171
-1%
增持
VONV
VANGUARD RUSSELL
-$78.0K
20,787
+0%
减持
SCHX
SCHWAB US
-$75.0K
27,175
-1%
减持
SNY
SANOFI
-$75.0K
5,413
-4%
减持
FRME
FIRST MERCHANTS
-$75.0K
10,258
-23%
减持
XLK
SECTOR TECHNOLOGY
-$74.0K
5,834
-3%
减持
HD
HOME DEPOT
-$70.0K
3,678
-7%
减持
DFUV
DIMENSIONAL US
-$67.0K
25,211
-2%
增持
SPY
SPDR S&P
+$66.0K
12,947
+7%
增持
SBUX
STARBUCKS CORP
+$66.0K
4,543
+9%
减持
MMM
3M COMPANY
-$65.0K
2,497
-5%
增持
SCHP
SCHWAB US
+$65.0K
87,515
+9%
增持
CTVA
CORTEVA INC
+$63.0K
15,067
+2%
减持
CSCO
CISCO SYSTEMS
-$63.0K
17,711
-2%
减持
VHT
VANGUARD HEALTH
-$62.0K
1,930
-8%
增持
GIS
GENERAL MILLS
+$62.0K
6,520
+12%
增持
V
VISA INC
-$59.0K
4,102
+2%
增持
VWO
VANGUARD FSTE
+$58.0K
245,235
+15%
增持
DFIV
DIMENSIONAL INTL
-$58.0K
19,446
+1%
增持
BKEM
BNY MELLON
-$55.0K
16,737
+8%
减持
FTNT
FORTINET INC
-$55.0K
7,350
-0%
减持
CAT
CATERPILLAR INC
-$50.0K
3,244
-0%
增持
DVY
ISHARES SELECT
+$50.0K
21,596
+12%
增持
CG
CARLYLE GROUP
-$49.0K
18,672
+11%
增持
AVGO
BROADCOM INC
-$46.0K
1,324
+1%
增持
—
LINDE PLC
-$46.0K
2,572
+0%
增持
CVX
CHEVRON CORP
+$45.0K
3,635
+10%
减持
UPS
UNITED PARCEL
-$44.0K
2,046
-0%
减持
TGT
TARGET CORP
-$44.0K
2,126
-16%
增持
KO
COCA COLA COMPANY
-$42.0K
9,577
+4%
增持
SCHV
SCHWAB US
-$41.0K
11,366
+1%
增持
VIG
VANGUARD DIVIDEND
-$41.0K
14,136
+4%
增持
—
BLACKROCK INC
-$41.0K
743
+1%
减持
WHR
WHIRLPOOL CORP
-$41.0K
2,002
-0%
增持
APO
APOLLO GLOBAL
+$40.0K
13,903
+11%
增持
IJS
ISHARES S&P
-$39.0K
14,005
+4%
