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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 9增持 4减持 130清仓 7

方向

标的

Δ市值

现股数(环比)

减持

VOO VANGUARD S&P

+$14.2M

133,564 -35%

减持

VXUS VANGUARD TOTAL

+$8.3M

588,078 -37%

减持

DFUS DIMENSIONAL US

+$8.1M

650,489 -35%

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

VTI VANGUARD TOTAL

+$7.0M

485,918 -50%

减持

AAPL APPLE INC

+$6.6M

179,831 -49%

建仓

HFFG HF FOODS

+$5.9M

1,494,152

减持

BND VANGUARD TOTAL

+$5.3M

194,065 -23%

减持

DFAC DIMENSIONAL US

+$5.2M

938,719 -39%

减持

VT VANGUARD TOTAL

+$5.0M

426,457 -46%

减持

DFAI DIMENSIONAL ETF TRUST

+$4.7M

857,795 -42%

减持

BKLC BNY MELLON

-$4.7M

205,368 -64%

减持

ITOT ISHARES CORE

+$4.6M

685,187 -49%

减持

ICSH BLACKROCK ULTRA

-$4.2M

167,688 -67%

减持

VYM VANGUARD HIGH

+$3.1M

134,031 -35%

减持

MSFT MICROSOFT CORP

+$2.2M

53,042 -51%

减持

SYK STRYKER CORP

+$1.9M

61,579 -52%

增持

F FORD MOTOR

+$1.8M

175,370 +127%

减持

IVV ISHARES CORE

+$1.6M

18,284 -40%

减持

BKAG BNY MELLON

-$1.6M

74,824 -68%

减持

VCSH VANGUARD SHORT

-$1.6M

61,691 -63%

减持

IAU ISHARES GOLD

+$1.6M

823,110 -51%

增持

DFSV DIMENSIONAL US

+$1.5M

102,389 +23%

增持

VONE VANGUARD RUSSELL

+$1.4M

12,320 +14%

减持

VO VANGUARD MID

+$1.3M

19,819 -29%

减持

DFAS DIMENSIONAL ETF TRUST

+$1.2M

65,640 -24%

减持

VWO VANGUARD FSTE

+$1.2M

286,126 -46%

建仓

KAI KADANT INC

+$1.2M

5,516

增持

VONG VANGUARD RUSSELL

+$1.1M

27,514 +30%

减持

TIP ISHARES TIPS

-$1.1M

59,607 -59%

减持

VEA VANGUARD FTSE

+$1.1M

77,184 -32%

减持

VUSB VANGUARD BD INDEX FDS

-$1.1M

15,191 -79%

减持

SCHF SCHWAB INTL

+$985.0K

167,044 -44%

减持

SHY ISHARES 1-3YR

-$905.8K

27,436 -65%

减持

PFE PFIZER INC

-$905.1K

78,689 -51%

建仓

— LINDE PLC

+$903.2K

2,541

清仓

— LINDE PLC

-$857.4K

0 -100%

减持

VGSH VANGUARD SHORT

-$807.4K

25,261 -68%

减持

SCHP SCHWAB US

-$798.6K

47,357 -63%

建仓

META META PLATFORMS

+$693.0K

3,270

减持

NVDA NVIDIA CORP

+$688.4K

5,260 -50%

减持

IWN ISHARES RUSSELL

-$672.8K

128,147 -51%

减持

ZTS ZOETIS INC

+$666.3K

25,244 -48%

减持

GOOGL ALPHABET INC

+$624.1K

30,761 -47%

减持

AMZN AMAZON COM

+$620.6K

39,255 -52%

减持

VNQ VANGUARD REAL

+$595.4K

54,637 -43%

减持

VXF VANGUARD EXTENDED

+$594.9K

8,750 -8%

减持

TSLA TESLA INC

+$580.0K

5,913 -44%

减持

DFAU DIMENSIONAL US

+$568.8K

441,905 -51%

减持

SPY SPDR S&P

+$512.4K

13,365 -48%

减持

QQQ INVESCO QQQ

+$490.3K

8,985 -50%

建仓

COST COSTCO WHOLESALE

+$480.2K

967

减持

JNJ JOHNSON & JOHNSON

-$403.0K

25,158 -48%

减持

IXUS ISHARES CORE

+$401.2K

45,582 -45%

减持

SCHB SCHWAB US

+$391.1K

156,340 -51%

减持

VUG VANGUARD GROWTH

+$380.5K

10,536 -50%

减持

BSV VANGUARD SHORT

+$355.5K

15,324 -29%

减持

MU MICRON TECHNOLOGY INC

+$348.2K

22,764 -44%

减持

FSLR FIRST SOLAR

+$337.8K

5,000 -50%

减持

HON HONEYWELL INTL

-$314.3K

14,249 -50%

减持

USB U S BANCORP DE

-$306.6K

8,610 -70%

减持

SCHA SCHWAB US

-$304.0K

17,172 -66%

建仓

SHOP SHOPIFY INC

+$285.8K

5,961

清仓

VTEB VANGUARD MUNICIPAL

-$277.4K

0 -100%

减持

DFUV DIMENSIONAL US

+$271.2K

83,296 -45%

减持

SCHX SCHWAB US

+$268.8K

48,543 -47%

减持

BNDX VANGUARD TOTAL

+$259.4K

13,727 -21%

减持

BX BLACKSTONE INC

+$253.7K

13,114 -46%

减持

XLK SECTOR TECHNOLOGY

+$251.1K

6,475 -45%

减持

BKNG BOOKING HOLDINGS

+$249.2K

259 -40%

建仓

VLO VALERO ENERGY

+$246.8K

1,768

清仓

NSC NORFOLK SOUTHERN

-$242.2K

0 -100%

清仓

UNH UNITEDHEALTH GROUP

-$236.2K

0 -100%

建仓

MTRN MATERION CORP

+$232.0K

2,000

减持

GILD GILEAD SCIENCES

+$231.6K

8,707 -24%

减持

AGG ISHARES CORE

+$227.8K

18,910 -45%

减持

SUB ISHARES SHORT

-$225.7K

73,052 -52%

减持

— EXXON MOBIL

-$222.4K

10,187 -58%

清仓

ALL ALLSTATE CORP

-$217.9K

0 -100%

清仓

VTIP VANGUARD SHORT

-$212.0K

0 -100%

减持

AMGN AMGEN INC

-$210.1K

12,291 -49%

清仓

SPAB SPDR PORTFOLIO

-$209.0K

0 -100%

减持

LCII LCI INDS

+$205.2K

11,844 -50%

减持

ARKK ARK INNOVATION

-$205.1K

5,000 -81%

减持

DG DOLLAR GENL

-$202.9K

5,000 -51%

减持

VIG VANGUARD DIVIDEND

-$202.8K

13,652 -55%

建仓

RSPH INVESCO S&P

+$201.3K

690

减持

GLDM WORLD GOLD

+$196.3K

119,733 -52%

减持

VBR VANGUARD SMALL

-$195.5K

265,719 -50%

减持

VSS VANGUARD FTSE

+$193.9K

12,982 -45%

减持

BKIE BNY MELLON

-$193.9K

41,123 -57%

减持

VV VANGUARD LARGE

+$190.5K

4,118 -38%

减持

BIV VANGUARD INTERMEDIATE

+$186.8K

6,119 -20%

减持

EFV ISHARES MSCI

+$186.5K

88,103 -51%

减持

IWF ISHARES RUSSELL

+$185.9K

3,099 -42%

减持

VGT VANGUARD INFORMATION

+$185.7K

3,519 -52%

减持

JPM JPMORGAN CHASE

-$185.4K

7,912 -56%

减持

GOOG ALPHABET INC

+$175.5K

7,852 -46%

减持

SCHM SCHWAB US

+$174.7K

26,048 -46%

减持

PRU PRUDENTIAL FINANCIAL

-$168.2K

10,000 -50%

减持

BMY BRISTOL MYERS

+$168.0K

14,237 -37%

减持

AIT APPLIED INDUSTRIAL TECH

+$167.7K

26,293 -54%

减持

AVGO BROADCOM INC

+$164.3K

1,971 -50%

减持

CVS CVS HEALTH

-$160.0K

6,424 -53%

减持

IBM INTL BUSINESS

-$159.5K

16,779 -50%

减持

IWV ISHARES RUSSELL

+$151.1K

10,380 -50%

减持

ITB ISHARES U S

+$148.7K

15,450 -50%

减持

MUB ISHARES NATIONAL

+$142.9K

32,678 -49%

减持

CSCO CISCO SYSTEMS

+$141.8K

21,444 -48%

减持

APO APOLLO GLOBAL

-$138.5K

11,902 -57%

减持

BKEM BNY MELLON

-$138.2K

10,682 -61%

减持

DGX QUEST DIAGNOSTICS

-$137.7K

1,733 -65%

减持

AXP AMERICAN EXPRESS

+$135.0K

3,090 -39%

减持

XLF SECTOR FINANCIAL

-$134.6K

13,400 -59%

减持

CMA COMERICA INC

-$134.5K

5,724 -50%

减持

FTNT FORTINET INC

+$134.1K

7,411 -49%

减持

NUE NUCOR CORP

+$124.1K

5,173 -49%

减持

GS GOLDMAN SACHS

+$122.1K

1,676 -32%

减持

DOW DOW INC

+$120.9K

27,609 -50%

减持

ADBE ADOBE INC

+$117.5K

1,227 -42%

减持

VTV VANGUARD VALUE

-$114.7K

58,727 -50%

减持

VYMI VANGUARD INTERNATIONAL

+$103.4K

16,854 -47%

减持

MMM 3M COMPANY

-$101.4K

4,422 -53%

减持

LLY ELI LILLY

+$101.3K

1,326 -31%

减持

MCK MCKESSON CORP

-$97.4K

5,008 -50%

减持

UPS UNITED PARCEL

+$97.2K

2,477 -44%

减持

EFA ISHARES MSCI

+$93.2K

16,027 -50%

减持

CVX CHEVRON CORP

-$92.8K

3,279 -53%

减持

KLAC KLA CORP

+$92.4K

2,674 -48%

减持

MET METLIFE INC

-$87.5K

5,189 -52%

减持

QCOM QUALCOMM INC

+$87.5K

7,146 -52%

减持

FRME FIRST MERCHANTS

-$84.1K

10,258 -50%

减持

IJR ISHARES CORE

+$83.4K

15,552 -48%

减持

XHB SPDR SERIES

+$81.4K

11,030 -50%

减持

MPC MARATHON PETROLEUM

+$77.3K

2,824 -46%

减持

WOR WORTHINGTON INDUSTRIES

+$74.5K

5,000 -50%

减持

ORCL ORACLE CORP

+$73.9K

7,538 -51%

减持

DVY ISHARES SELECT

-$72.2K

20,469 -50%

减持

CG CARLYLE GROUP

-$71.9K

15,932 -58%

减持

BRK/B BERKSHIRE HATHAWAY

+$70.1K

24,851 -49%

减持

PM PHILIP MORRIS

-$70.0K

12,640 -51%

减持

SPTM SPDR PORTFOLIO

+$68.7K

21,267 -50%

减持

TMO THERMO FISHER

+$68.5K

468 -36%

减持

MDLZ MONDELEZ INTERNATIONAL

+$67.6K

21,607 -50%

减持

— BLACKROCK INC

-$64.7K

710 -53%

减持

VMBS VANGUARD MORTGAGE

+$60.4K

7,197 -40%

减持

PG PROCTER & GAMBLE

-$57.0K

21,257 -50%

减持

DFAE DIMENSIONAL EMERGING

+$55.8K

58,250 -50%

减持

VONV VANGUARD RUSSELL

+$54.2K

21,601 -48%

减持

MRK MERCK & COMPANY

-$54.1K

14,694 -50%

减持

NEE NEXTERA ENERGY

-$53.9K

4,316 -53%