小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 9增持 54减持 64清仓 23

方向

标的

Δ市值

现股数(环比)

增持

DFUS DIMENSIONAL US

+$10.5M

1,142,085 +29%

增持

VOO VANGUARD S&P

+$7.8M

181,456 +16%

增持

DFAC DIMENSIONAL US

+$6.1M

1,351,413 +25%

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

+$6.0M

846,132 +21%

增持

DFAI DIMENSIONAL ETF TRUST

+$3.9M

1,183,098 +20%

减持

AAPL APPLE INC

-$3.7M

178,457 -0%

减持

SYK STRYKER CORP

-$3.1M

76,180 -3%

增持

VTI VANGUARD TOTAL

-$2.9M

492,947 +1%

增持

MGV VANGUARD MEGA

+$2.6M

28,208 +1207%

减持

VBR VANGUARD SMALL

-$2.6M

253,206 -2%

增持

ITOT ISHARES CORE

-$2.3M

684,748 +0%

增持

VO VANGUARD MID

+$2.3M

43,885 +41%

减持

ICSH BLACKROCK ULTRA

-$2.2M

37,855 -53%

增持

DFSV DIMENSIONAL US

+$2.0M

287,833 +42%

减持

QQQ INVESCO QQQ

-$1.9M

4,682 -53%

增持

MGC VANGUARD MEGA

+$1.9M

18,669 +199%

增持

BND VANGUARD TOTAL

+$1.6M

299,212 +13%

减持

TIP ISHARES TIPS

-$1.5M

36,687 -25%

减持

HFFG HF FOODS

-$1.4M

1,110,712 -10%

清仓

CMS CMS ENERGY

-$1.4M

0 -100%

建仓

AVDE AVANTIS INTL

+$1.4M

24,305

减持

IAU ISHARES GOLD

-$1.3M

729,340 -1%

增持

AVUS AVANTIS U S

+$1.3M

23,019 +376%

减持

IWN ISHARES RUSSELL

-$1.3M

117,120 -4%

增持

VYM VANGUARD HIGH

+$1.2M

188,155 +10%

清仓

SCHP SCHWAB US

-$1.1M

0 -100%

建仓

VOOV VANGUARD S&P

+$1.0M

6,922

减持

VWO VANGUARD FSTE

-$997.3K

277,481 -5%

减持

SCHZ SCHWAB AGGREGATE

-$831.7K

31,602 -35%

增持

SHY ISHARES 1-3YR

+$795.2K

32,462 +44%

减持

SUB ISHARES SHORT

-$757.4K

61,319 -10%

增持

MSFT MICROSOFT CORP

-$691.5K

56,187 +3%

减持

BKAG BNY MELLON

-$687.9K

54,791 -21%

增持

MGK VANGUARD MEGA

+$641.4K

10,530 +41%

减持

F FORD MOTOR

-$627.9K

156,948 -8%

增持

GOOGL ALPHABET INC

+$585.4K

34,719 +1%

减持

AMGN AMGEN INC

+$585.2K

12,863 -1%

减持

HON HONEYWELL INTL

-$553.5K

12,061 -10%

增持

VYMI VANGUARD INTERNATIONAL

+$524.8K

25,831 +52%

减持

PEP PEPSICO INC

-$489.4K

17,593 -6%

增持

MUB ISHARES NATIONAL

+$468.7K

37,291 +18%

减持

DFAU DIMENSIONAL US

-$450.7K

416,900 -0%

建仓

DE DEERE & CO

+$449.8K

1,192

增持

VT VANGUARD TOTAL

-$443.8K

445,493 +3%

减持

DFUV DIMENSIONAL US

-$442.5K

68,627 -15%

清仓

SHV ISHARES TR

-$424.8K

0 -100%

减持

GILD GILEAD SCIENCES

-$422.9K

9,500 -36%

增持

VONV VANGUARD RUSSELL

+$413.6K

28,656 +33%

减持

MDLZ MONDELEZ INTERNATIONAL

-$411.3K

16,428 -23%

减持

ZTS ZOETIS INC

-$410.3K

21,430 -11%

减持

PRU PRUDENTIAL FINANCIAL

-$407.8K

5,000 -50%

减持

LOW LOWES COMPANIES

-$395.5K

6,648 -15%

增持

VGIT VANGUARD INTERMEDIATE

+$392.4K

10,709 +186%

建仓

VIS VANGUARD INDUSTRIALS

+$388.0K

1,990

建仓

ABNB AIRBNB INC

+$378.1K

2,756

增持

META META PLATFORMS

+$377.1K

6,264 +18%

增持

BX BLACKSTONE INC

+$374.7K

13,951 +16%

增持

DFAS DIMENSIONAL ETF TRUST

+$366.4K

96,402 +13%

减持

AMZN AMAZON COM

-$360.4K

35,461 -6%

减持

CTVA CORTEVA INC

-$349.2K

9,845 -34%

建仓

VCIT VANGUARD INTERMEDIATE

+$347.0K

4,567

建仓

— COCA-COLA EUROPACIFIC

+$339.3K

5,431

减持

VGSH VANGUARD SHORT

-$324.3K

7,489 -43%

增持

BKLC BNY MELLON

-$317.2K

194,533 +1%

清仓

AZO AUTOZONE INC

-$316.3K

0 -100%

增持

VRTX VERTEX PHARMACEUTICALS

+$316.3K

2,385 +64%

增持

BIV VANGUARD INTERMEDIATE

+$308.5K

10,709 +72%

建仓

— KELLANOVA

+$303.0K

5,975

增持

VNQ VANGUARD REAL

+$293.9K

70,612 +17%

清仓

IEI ISHARES 3-7YR

-$290.2K

0 -100%

清仓

VUSB VANGUARD BD INDEX FDS

-$287.4K

0 -100%

增持

LLY ELI LILLY

+$282.3K

1,638 +25%

增持

SCHF SCHWAB INTL

-$277.9K

176,561 +0%

清仓

MMM 3M COMPANY

-$266.5K

0 -100%

清仓

DGRO ISHARES CORE

-$262.7K

0 -100%

减持

SCHR SCHWAB INTERMEDIATE

-$260.1K

4,852 -51%

减持

— KELLOGG CO

-$258.5K

21,049 -3%

增持

CAT CATERPILLAR INC

+$255.7K

6,137 +7%

减持

SPY SPDR S&P

-$252.0K

13,711 -1%

清仓

CRM SALESFORCE INC

-$250.4K

0 -100%

减持

AGG ISHARES CORE

-$250.1K

15,467 -11%

增持

MELI MERCADOLIBRE INC

+$246.5K

371 +96%

清仓

HRB BLOCK H & R INC

-$245.0K

0 -100%

减持

IBM INTL BUSINESS

-$243.1K

12,003 -17%

清仓

USB U S BANCORP DE

-$242.9K

0 -100%

减持

BKIE BNY MELLON

-$242.7K

35,425 -4%

减持

SCHV SCHWAB US

-$234.0K

11,612 -21%

清仓

TSN TYSON FOODS

-$227.1K

0 -100%

清仓

GOVT ISHARES U S

-$225.0K

0 -100%

清仓

MS MORGAN STANLEY

-$224.0K

0 -100%

减持

VV VANGUARD LARGE

-$221.4K

3,135 -24%

增持

CSCO CISCO SYSTEMS

+$220.3K

27,918 +13%

增持

MU MICRON TECHNOLOGY INC

+$220.3K

25,848 +6%

减持

IXUS ISHARES CORE

-$215.7K

45,162 -3%

清仓

HOMZ ETF SER SOLUTIONS

-$215.4K

0 -100%

清仓

SJM SMUCKER JM

-$214.7K

0 -100%

清仓

RTX RAYTHEON TECHNOLOGIES

-$213.8K

0 -100%

清仓

ABT ABBOTT LABORATORIES

-$210.2K

0 -100%

清仓

RSPH INVESCO S&P

-$204.1K

0 -100%

减持

SCHM SCHWAB US

-$203.1K

24,452 -6%

清仓

NFLX NETFLIX INC

-$201.7K

0 -100%

清仓

EMXC ISHARES MSCI

-$201.0K

0 -100%

增持

PG PROCTER & GAMBLE

+$200.4K

23,563 +10%

减持

XLK SECTOR TECHNOLOGY

-$197.5K

6,113 -14%

建仓

— ENLINK MIDSTREAM

+$195.3K

15,980

增持

PFE PFIZER INC

-$192.7K

75,183 +2%

减持

MRK MERCK & COMPANY

-$192.4K

17,310 -0%

增持

AMAT APPLIED MATERIALS

+$192.3K

3,881 +63%

减持

KLAC KLA CORP

-$187.7K

2,382 -16%

增持

— NXP SEMICONDUCTORS

+$187.4K

2,161 +81%

减持

MCD MCDONALDS CORP

-$185.2K

2,869 -8%

增持

VONG VANGUARD RUSSELL

+$179.4K

34,475 +11%

减持

QCOM QUALCOMM INC

-$175.1K

5,509 -17%

减持

EFA ISHARES MSCI

-$169.5K

15,935 -9%

增持

BKNG BOOKING HOLDINGS

+$168.7K

327 +5%

减持

GLDM WORLD GOLD

-$163.6K

111,163 -0%

增持

— UBS GROUP

+$153.7K

24,012 +11%

增持

VSS VANGUARD FTSE

+$139.7K

14,866 +14%

增持

ADSK AUTODESK INC

+$137.3K

2,744 +30%

增持

AMP AMERIPRISE FINANCIAL

+$135.4K

1,521 +38%

减持

NVDA NVIDIA CORP

+$134.4K

6,301 -0%

减持

BMY BRISTOL MYERS

-$134.4K

4,242 -29%

增持

VEA VANGUARD FTSE

-$131.4K

79,584 +2%

减持

APO APOLLO GLOBAL

+$128.9K

11,308 -2%

增持

VTV VANGUARD VALUE

+$125.1K

61,313 +5%

减持

DFAT DIMENSIONAL US

-$124.0K

25,315 -8%

减持

ABBV ABBVIE INC

-$123.1K

4,673 -23%

增持

AVUV AVANTIS U S

+$120.6K

4,473 +52%

清仓

BBVA BANCO BILBAO VIZCAYA ARGENTA

-$118.6K

0 -100%

减持

DVY ISHARES SELECT

-$113.6K

19,217 -0%

减持

VIG VANGUARD DIVIDEND

-$112.6K

12,985 -1%

减持

IVE ISHARES S&P

-$111.6K

4,430 -10%

清仓

UMC UNITED MICROELECTRONICS

-$111.5K

0 -100%

减持

BSV VANGUARD SHORT

-$110.9K

6,381 -18%

增持

SCHB SCHWAB US

-$108.4K

146,021 +2%

增持

FTNT FORTINET INC

-$104.4K

7,990 +8%

减持

VCSH VANGUARD SHORT

-$102.4K

40,108 -3%

增持

HSY HERSHEY COMPANY

+$100.3K

2,508 +56%

增持

GS GOLDMAN SACHS

+$98.3K

2,268 +15%

减持

BRK/B BERKSHIRE HATHAWAY

+$97.6K

24,358 -1%

减持

BKMC BNY MELLON

-$96.1K

14,411 -3%

减持

IJR ISHARES CORE

-$94.2K

15,534 -0%

减持

TXN TEXAS INSTRUMENTS

-$93.3K

2,888 -6%

增持

TEVA TEVA PHARMACEUTICAL

+$93.1K

26,000 +14%

减持

SCHA SCHWAB US

-$90.1K

15,530 -6%

减持

DFAE DIMENSIONAL EMERGING

-$87.3K

48,707 -4%

减持

TSLA TESLA INC

-$84.5K

6,566 -1%

减持

MO ALTRIA GROUP

-$83.2K

18,354 -3%

减持

EFV ISHARES MSCI

-$77.6K

86,729 -2%

减持

— EXXON MOBIL

+$77.5K

9,285 -2%