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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 23
增持 115
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL US
+$19.4M
999,022
+2752%
增持
DFAI
DIMENSIONAL ETF TRUST
+$13.1M
1,471,054
+495%
增持
VOO
VANGUARD S&P
+$11.6M
204,816
+176%
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
+$6.1M
503,844
+285%
增持
VTI
VANGUARD TOTAL
+$6.0M
963,334
+101%
增持
DFAC
DIMENSIONAL US
+$5.6M
1,542,406
+161%
增持
ITOT
ISHARES CORE
+$5.2M
1,353,094
+106%
增持
VXUS
VANGUARD TOTAL
+$5.1M
932,732
+125%
增持
VBR
VANGUARD SMALL
+$4.7M
533,234
+103%
增持
VYM
VANGUARD HIGH
+$4.2M
204,756
+184%
增持
AAPL
APPLE INC
-$3.9M
354,028
+82%
增持
VTV
VANGUARD VALUE
+$3.6M
117,080
+210%
增持
BKAG
BNY MELLON
-$3.0M
230,920
+23%
增持
BKLC
BNY MELLON
-$2.9M
578,356
+66%
增持
DFAU
DIMENSIONAL US
+$2.8M
898,048
+141%
增持
VT
VANGUARD TOTAL
+$2.6M
795,418
+98%
增持
SYK
STRYKER CORP
+$2.6M
128,136
+98%
增持
IVV
ISHARES CORE
+$2.3M
30,616
+202%
增持
IAU
ISHARES GOLD
+$2.1M
1,684,682
+96%
增持
SUB
ISHARES SHORT
+$1.9M
150,856
+158%
建仓
VUSB
VANGUARD BD INDEX FDS
+$1.8M
73,642
增持
DFUV
DIMENSIONAL US
+$1.8M
150,244
+496%
增持
BND
VANGUARD TOTAL
-$1.7M
252,364
+67%
增持
VUG
VANGUARD GROWTH
+$1.7M
21,072
+720%
增持
AGG
ISHARES CORE
-$1.6M
34,120
+1%
增持
AMZN
AMAZON COM
-$1.6M
81,682
+85%
增持
VWO
VANGUARD FSTE
+$1.4M
529,780
+116%
增持
SCHF
SCHWAB INTL
+$1.4M
299,494
+143%
增持
VO
VANGUARD MID
+$1.2M
27,958
+219%
增持
SCHP
SCHWAB US
-$1.2M
128,752
+47%
增持
VGSH
VANGUARD SHORT
+$1.2M
79,002
+311%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
86,706
+265%
增持
TIP
ISHARES TIPS
-$1.1M
144,166
+73%
清仓
IWB
ISHARES RUSSELL
-$1.1M
0
-100%
增持
MUB
ISHARES NATIONAL
-$1.1M
63,960
+48%
建仓
DFSV
DIMENSIONAL US
+$1.0M
83,396
建仓
SPTM
SPDR PORTFOLIO
+$1.0M
42,414
增持
DFAE
DIMENSIONAL EMERGING
+$989.1K
116,974
+693%
增持
SCHM
SCHWAB US
+$939.6K
48,500
+350%
增持
SCHX
SCHWAB US
+$928.3K
92,014
+239%
增持
HON
HONEYWELL INTL
+$924.6K
28,322
+124%
增持
IWN
ISHARES RUSSELL
+$868.4K
262,682
+95%
增持
JPM
JPMORGAN CHASE
+$860.4K
18,124
+432%
增持
BRK/B
BERKSHIRE HATHAWAY
+$850.1K
49,178
+94%
增持
PFE
PFIZER INC
+$814.6K
160,482
+113%
增持
SHY
ISHARES 1-3YR
+$709.9K
77,780
+158%
清仓
SCHK
SCHWAB STRATEGIC
-$689.0K
0
-100%
增持
AMGN
AMGEN INC
+$673.5K
24,204
+118%
增持
SCHZ
SCHWAB AGGREGATE
-$646.3K
116,890
+60%
建仓
ORCL
ORACLE CORP
+$626.5K
15,314
增持
EFV
ISHARES MSCI
+$608.1K
178,076
+97%
增持
VONE
VANGUARD RUSSELL
+$607.6K
10,830
+425%
增持
BRK/A
BERKSHIRE HATHAWAY
+$594.5K
6
+200%
增持
VNQ
VANGUARD REAL
+$590.6K
95,482
+128%
增持
CAT
CATERPILLAR INC
+$580.9K
9,282
+186%
增持
VYMI
VANGUARD INTERNATIONAL
+$550.7K
31,552
+321%
增持
PG
PROCTER & GAMBLE
+$540.6K
42,418
+100%
增持
PEP
PEPSICO INC
+$536.5K
36,778
+115%
增持
AVGO
BROADCOM INC
+$512.0K
3,930
+197%
增持
VSS
VANGUARD FTSE
+$492.3K
23,792
+202%
增持
SCHB
SCHWAB US
+$468.7K
316,118
+100%
增持
GLDM
WORLD GOLD
+$462.5K
247,694
+103%
清仓
SPYV
SPDR PORTFOLIO
-$458.0K
0
-100%
增持
AIT
APPLIED INDUSTRIAL TECH
+$455.3K
56,586
+87%
增持
ARKK
ARK INNOVATION
-$452.2K
26,020
+14%
增持
—
EXXON MOBIL
+$445.5K
24,264
+137%
建仓
BKNG
BOOKING HOLDINGS
+$437.8K
434
建仓
GS
GOLDMAN SACHS
+$426.2K
2,480
增持
VIG
VANGUARD DIVIDEND
+$395.4K
30,334
+115%
清仓
VCIT
VANGUARD INTERMEDIATE
-$389.0K
0
-100%
增持
IXUS
ISHARES CORE
+$388.6K
83,628
+109%
清仓
IEMG
ISHARES CORE
-$387.0K
0
-100%
建仓
SHW
SHERWIN WILLIAMS
+$380.1K
3,200
建仓
ADSK
AUTODESK INC
+$364.8K
3,900
增持
IBM
INTL BUSINESS
+$361.0K
33,454
+99%
增持
DFAX
DIMENSIONAL WORLD
+$350.7K
124,844
+136%
增持
KLAC
KLA CORP
+$346.0K
5,168
+149%
增持
VONG
VANGUARD RUSSELL
+$335.7K
21,194
+361%
增持
SPY
SPDR S&P
+$334.2K
25,910
+100%
建仓
CMCSA
COMCAST CORP
+$328.8K
18,786
增持
SCHV
SCHWAB US
+$322.8K
29,894
+163%
清仓
TGT
TARGET CORP
-$315.0K
0
-100%
建仓
MPC
MARATHON PETROLEUM
+$303.5K
5,210
建仓
EMR
EMERSON ELECTRIC
+$295.8K
6,152
增持
MMM
3M COMPANY
+$290.2K
9,434
+278%
增持
MDLZ
MONDELEZ INTERNATIONAL
+$288.9K
43,134
+106%
增持
VEA
VANGUARD FTSE
+$278.1K
113,972
+96%
增持
CSCO
CISCO SYSTEMS
+$271.1K
41,064
+132%
清仓
COST
COSTCO WHOLESALE
-$252.0K
0
-100%
建仓
WOR
WORTHINGTON INDUSTRIES
+$248.8K
10,000
建仓
BA
BOEING COMPANY
+$246.2K
2,582
建仓
STT
STATE STREET
+$244.7K
6,302
增持
APO
APOLLO GLOBAL
+$244.2K
27,884
+101%
建仓
NSC
NORFOLK SOUTHERN
+$242.2K
1,964
增持
MRK
MERCK & COMPANY
+$237.4K
29,126
+82%
建仓
ABT
ABBOTT LABORATORIES
+$237.1K
4,314
建仓
SJM
SMUCKER JM
+$228.1K
2,876
建仓
VOT
VANGUARD MID
+$227.3K
2,526
清仓
LNC
LINCOLN NATL CORP IN
-$227.0K
0
-100%
增持
VXF
VANGUARD EXTENDED
+$226.0K
9,506
+198%
清仓
COIN
COINBASE GLOBAL
-$223.0K
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES
+$220.5K
4,366
建仓
CMI
CUMMINS INC
+$217.1K
1,790
建仓
VSGX
VANGUARD ESG
+$216.8K
8,808
增持
VCSH
VANGUARD SHORT
-$215.6K
167,710
+91%
建仓
SPAB
SPDR PORTFOLIO
+$209.0K
16,616
增持
MSFT
MICROSOFT CORP
+$207.8K
109,346
+97%
增持
GOOGL
ALPHABET INC
-$207.3K
58,124
+100%
清仓
BAC
BANK AMERICA
-$206.0K
0
-100%
增持
NVDA
NVIDIA CORP
+$203.6K
10,564
+126%
增持
DOW
DOW INC
+$203.6K
55,218
+104%
清仓
DIS
WALT DISNEY
-$203.0K
0
-100%
建仓
TMO
THERMO FISHER
+$201.2K
730
增持
SCHE
SCHWAB EMERGING
+$201.1K
79,358
+141%
增持
BMY
BRISTOL MYERS
+$199.8K
22,738
+161%
增持
VGT
VANGUARD INFORMATION
+$181.7K
7,322
+127%
增持
MCK
MCKESSON CORP
+$177.5K
10,016
+100%
增持
XLF
SECTOR FINANCIAL
+$177.4K
33,034
+158%
增持
—
UBS GROUP
+$177.2K
35,232
+237%
增持
PM
PHILIP MORRIS
+$169.2K
25,648
+88%
增持
—
LINDE PLC
+$164.4K
5,252
+104%
增持
SCHA
SCHWAB US
+$163.0K
50,504
+122%
增持
KO
COCA COLA COMPANY
+$159.5K
21,846
+128%
增持
MO
ALTRIA GROUP
+$156.6K
38,448
+115%
增持
EFA
ISHARES MSCI
+$156.1K
32,054
+100%
增持
DVY
ISHARES SELECT
+$154.8K
40,934
+90%
增持
BX
BLACKSTONE INC
-$153.8K
24,190
+92%
增持
MGC
VANGUARD MEGA
-$148.5K
5,742
+36%
增持
VONV
VANGUARD RUSSELL
+$147.9K
41,680
+101%
增持
GILD
GILEAD SCIENCES
+$143.8K
11,424
+103%
增持
DFAT
DIMENSIONAL US
+$141.5K
54,848
+101%
清仓
NMFC
NEW MTN FIN CORP
-$137.0K
0
-100%
增持
PRU
PRUDENTIAL FINANCIAL
+$136.6K
20,000
+100%
增持
VB
VANGUARD SMALL
+$135.7K
10,752
+116%
增持
TXN
TEXAS INSTRUMENTS
+$133.8K
5,488
+165%
增持
ITB
ISHARES U S
+$133.3K
30,900
+100%
增持
—
DUPONT DE
+$132.5K
14,570
+100%
增持
—
EATON CORP
+$131.0K
9,650
+105%
增持
—
BLACKROCK INC
+$130.8K
1,522
+105%
增持
V
VISA INC
+$127.4K
8,236
+101%
增持
NUE
NUCOR CORP
+$127.0K
10,232
+100%
增持
IJH
ISHARES CORE
+$125.8K
9,142
+104%
增持
TSLA
TESLA INC
-$125.3K
10,490
+261%
增持
BKIE
BNY MELLON
-$119.7K
94,706
+65%
增持
CMS
CMS ENERGY
+$117.6K
46,648
+100%
增持
HD
HOME DEPOT
+$113.5K
7,138
+94%
增持
BSV
VANGUARD SHORT
+$109.7K
21,674
+130%
增持
IWV
ISHARES RUSSELL
+$108.6K
20,756
+97%
增持
LCII
LCI INDS
-$105.9K
23,688
+100%
增持
CVX
CHEVRON CORP
+$105.8K
6,988
+92%
