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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 26增持 68减持 48清仓 8

方向

标的

Δ市值

现股数(环比)

增持

DFUS DIMENSIONAL US

+$13.9M

888,361 +37%

增持

VOO VANGUARD S&P

+$13.4M

156,290 +17%

增持

VTI VANGUARD TOTAL

+$8.6M

489,178 +1%

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

VXUS VANGUARD TOTAL

+$6.9M

701,440 +19%

增持

SYK STRYKER CORP

+$6.3M

78,610 +28%

增持

DFAC DIMENSIONAL US

+$5.4M

1,079,232 +15%

增持

BND VANGUARD TOTAL

+$5.0M

265,860 +37%

减持

ITOT ISHARES CORE

+$4.9M

684,130 -0%

减持

AAPL APPLE INC

+$4.8M

178,729 -1%

减持

ICSH BLACKROCK ULTRA

-$4.4M

80,783 -52%

增持

VYM VANGUARD HIGH

+$4.1M

171,625 +28%

减持

IAU ISHARES GOLD

-$3.9M

737,887 -10%

增持

DFAI DIMENSIONAL ETF TRUST

+$3.9M

988,628 +15%

增持

MSFT MICROSOFT CORP

+$3.3M

54,765 +3%

增持

VT VANGUARD TOTAL

+$2.7M

433,143 +2%

增持

VO VANGUARD MID

+$2.7M

31,164 +57%

增持

DFSV DIMENSIONAL US

+$2.7M

203,124 +98%

建仓

MGK VANGUARD MEGA

+$1.7M

7,442

减持

VCSH VANGUARD SHORT

-$1.6M

41,203 -33%

减持

SCHP SCHWAB US

-$1.5M

20,472 -57%

减持

TIP ISHARES TIPS

-$1.3M

48,978 -18%

增持

DFAS DIMENSIONAL ETF TRUST

+$1.2M

85,464 +30%

增持

NVDA NVIDIA CORP

+$1.2M

6,318 +20%

增持

GOOGL ALPHABET INC

+$884.1K

34,392 +12%

建仓

VOOG VANGUARD S&P

+$880.2K

3,464

增持

META META PLATFORMS

+$861.3K

5,329 +63%

减持

AMZN AMAZON COM

+$842.6K

37,721 -4%

减持

VBR VANGUARD SMALL

+$766.9K

259,367 -2%

增持

QQQ INVESCO QQQ

+$756.4K

9,860 +10%

减持

BRK/B BERKSHIRE HATHAWAY

+$755.5K

24,693 -1%

减持

VGSH VANGUARD SHORT

-$723.1K

13,090 -48%

增持

VOE VANGUARD MID

+$718.6K

6,800 +288%

增持

JNJ JOHNSON & JOHNSON

+$717.2K

28,608 +14%

增持

IVV ISHARES CORE

+$683.5K

18,402 +1%

增持

SPY SPDR S&P

+$656.1K

13,827 +3%

减持

BMY BRISTOL MYERS

-$606.2K

5,951 -58%

减持

SUB ISHARES SHORT

-$582.3K

67,907 -7%

减持

BSV VANGUARD SHORT

-$581.5K

7,815 -49%

增持

MGC VANGUARD MEGA

+$564.1K

6,239 +117%

增持

AVGO BROADCOM INC

+$542.6K

2,074 +5%

减持

PFE PFIZER INC

-$524.0K

73,362 -7%

建仓

VRTX VERTEX PHARMACEUTICALS

+$513.1K

1,458

增持

VNQ VANGUARD REAL

+$509.2K

60,125 +10%

增持

TSLA TESLA INC

+$500.7K

6,599 +12%

增持

SCHF SCHWAB INTL

+$466.0K

176,382 +6%

减持

VUSB VANGUARD BD INDEX FDS

-$460.6K

5,847 -62%

增持

VONG VANGUARD RUSSELL

+$459.0K

30,975 +13%

减持

BKLC BNY MELLON

+$453.6K

193,201 -6%

减持

GLDM WORLD GOLD

-$444.0K

111,284 -7%

减持

BNDX VANGUARD TOTAL

-$430.8K

4,925 -64%

建仓

SHV ISHARES TR

+$424.8K

3,858

减持

SHY ISHARES 1-3YR

-$420.6K

22,614 -18%

增持

MRK MERCK & COMPANY

+$413.6K

17,350 +18%

减持

SCHZ SCHWAB AGGREGATE

-$413.0K

48,360 -14%

增持

GILD GILEAD SCIENCES

+$412.4K

14,768 +70%

建仓

IWB ISHARES RUSSELL

+$395.4K

1,622

减持

IWN ISHARES RUSSELL

-$391.7K

121,861 -5%

增持

LOW LOWES COMPANIES

+$389.1K

7,858 +13%

减持

F FORD MOTOR

+$367.5K

170,254 -3%

建仓

AMP AMERIPRISE FINANCIAL

+$366.1K

1,102

建仓

AVUS AVANTIS U S

+$363.5K

4,834

减持

MCK MCKESSON CORP

+$356.4K

5,007 -0%

增持

VUG VANGUARD GROWTH

+$353.5K

10,537 +0%

增持

IVE ISHARES S&P

+$348.4K

4,918 +67%

建仓

AMAT APPLIED MATERIALS

+$345.0K

2,387

增持

JPM JPMORGAN CHASE

+$340.9K

9,364 +18%

建仓

IWD ISHARES RUSSELL

+$338.2K

2,134

清仓

VMBS VANGUARD MORTGAGE

-$335.0K

0 -100%

增持

VWO VANGUARD FSTE

+$331.4K

291,970 +2%

清仓

ELV ELEVANCE HEALTH

-$320.3K

0 -100%

建仓

IVOO VANGUARD S&P

+$318.8K

3,600

建仓

AZO AUTOZONE INC

+$316.3K

124

减持

BKAG BNY MELLON

-$302.3K

68,944 -8%

增持

CAT CATERPILLAR INC

+$295.9K

5,735 +17%

建仓

IEI ISHARES 3-7YR

+$290.2K

2,533

增持

VGT VANGUARD INFORMATION

+$286.1K

3,715 +6%

增持

MA MASTERCARD INC

+$285.9K

1,372 +94%

清仓

VTWV VANGUARD RUSSELL

-$285.7K

0 -100%

增持

AXP AMERICAN EXPRESS

+$277.3K

4,518 +46%

清仓

EMR EMERSON ELECTRIC

-$273.0K

0 -100%

减持

IBM INTL BUSINESS

-$272.4K

14,402 -14%

减持

ABBV ABBVIE INC

-$269.9K

6,084 -11%

清仓

TMO THERMO FISHER

-$269.7K

0 -100%

建仓

DGRO ISHARES CORE

+$262.7K

5,103

增持

IWV ISHARES RUSSELL

+$253.2K

10,598 +2%

增持

SCHX SCHWAB US

+$250.8K

49,617 +2%

建仓

CRM SALESFORCE INC

+$250.4K

1,138

清仓

CMA COMERICA INC

-$248.5K

0 -100%

增持

VONE VANGUARD RUSSELL

+$248.0K

12,620 +2%

增持

KLAC KLA CORP

+$247.5K

2,829 +6%

清仓

VLO VALERO ENERGY

-$246.8K

0 -100%

建仓

HRB BLOCK H & R INC

+$245.0K

7,631

建仓

— NXP SEMICONDUCTORS

+$244.6K

1,195

增持

XLK SECTOR TECHNOLOGY

+$243.5K

7,077 +9%

减持

DFAU DIMENSIONAL US

+$241.5K

417,998 -5%

建仓

AVUV AVANTIS U S

+$228.1K

2,939

建仓

MS MORGAN STANLEY

+$224.0K

2,623

建仓

MGV VANGUARD MEGA

+$223.9K

2,158

建仓

MELI MERCADOLIBRE INC

+$223.9K

189

减持

VTV VANGUARD VALUE

+$222.6K

58,613 -0%

建仓

VGIT VANGUARD INTERMEDIATE

+$219.6K

3,744

增持

V VISA INC

+$219.4K

4,725 +17%

减持

DVY ISHARES SELECT

-$216.4K

19,260 -6%

建仓

HOMZ ETF SER SOLUTIONS

+$215.4K

5,489

增持

ADBE ADOBE INC

+$214.0K

1,364 +11%

减持

BKIE BNY MELLON

-$205.1K

37,019 -10%

建仓

NFLX NETFLIX INC

+$201.7K

458

清仓

ARKK ARK INNOVATION

-$201.7K

0 -100%

建仓

EMXC ISHARES MSCI

+$201.0K

3,867

减持

MMM 3M COMPANY

-$198.3K

2,663 -40%

减持

SCHE SCHWAB EMERGING

-$193.3K

31,183 -21%

减持

AGG ISHARES CORE

-$179.5K

17,403 -8%

减持

ORCL ORACLE CORP

+$173.4K

7,419 -2%

减持

MUB ISHARES NATIONAL

-$166.2K

31,477 -4%

增持

MU MICRON TECHNOLOGY INC

+$164.6K

24,373 +7%

增持

MCD MCDONALDS CORP

+$164.1K

3,128 +14%

增持

VXF VANGUARD EXTENDED

+$162.7K

9,291 +6%

增持

CSCO CISCO SYSTEMS

+$159.6K

24,750 +15%

减持

LLY ELI LILLY

+$158.1K

1,308 -1%

减持

DFAE DIMENSIONAL EMERGING

-$154.3K

50,580 -13%

增持

HD HOME DEPOT

+$153.2K

3,968 +8%

增持

BKNG BOOKING HOLDINGS

+$152.8K

311 +20%

减持

KO COCA COLA COMPANY

-$147.0K

9,746 -18%

减持

BKEM BNY MELLON

-$146.2K

8,002 -25%

增持

GOOG ALPHABET INC

+$138.0K

7,891 +0%

减持

APO APOLLO GLOBAL

+$134.3K

11,535 -3%

增持

VEA VANGUARD FTSE

+$127.5K

78,379 +2%

增持

QQQM INVESCO NASDAQ

+$126.9K

2,832 +23%

减持

QCOM QUALCOMM INC

-$124.8K

6,611 -7%

增持

EFA ISHARES MSCI

+$123.9K

17,594 +10%

建仓

BBVA BANCO BILBAO VIZCAYA ARGENTA

+$118.6K

15,445

增持

UPS UNITED PARCEL

+$117.8K

3,338 +35%

增持

PEP PEPSICO INC

+$116.9K

18,745 +2%

建仓

UMC UNITED MICROELECTRONICS

+$111.5K

14,199

增持

SHOP SHOPIFY INC

+$109.4K

6,222 +4%

减持

— EXXON MOBIL

-$102.8K

9,457 -7%

增持

IXUS ISHARES CORE

+$101.2K

46,710 +2%

增持

AMGN AMGEN INC

-$97.3K

12,936 +5%

增持

ADSK AUTODESK INC

+$94.9K

2,104 +31%

减持

SCHM SCHWAB US

+$91.4K

26,042 -0%

增持

CMCSA COMCAST CORP

+$88.2K

10,173 +14%

增持

GS GOLDMAN SACHS

+$87.0K

1,970 +18%

减持

FTNT FORTINET INC

+$86.2K

7,389 -0%

增持

— UBS GROUP

+$79.5K

21,620 +29%

减持

T AT&T INC

-$77.8K

13,063 -12%

增持

PG PROCTER & GAMBLE

+$71.2K

21,410 +1%

增持

— LINDE PLC

+$68.6K

2,550 +0%

减持

SPTM SPDR PORTFOLIO

-$67.9K

18,452 -13%

减持

USB U S BANCORP DE

-$67.4K

7,353 -15%

增持

DOW DOW INC

+$67.2K

29,679 +7%