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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 29增持 75减持 38清仓 8

方向

标的

Δ市值

现股数(环比)

增持

DFUS DIMENSIONAL US

+$18.8M

1,389,848 +22%

增持

VOO VANGUARD S&P

+$17.1M

202,704 +12%

增持

DFAC DIMENSIONAL US

+$13.3M

1,669,725 +24%

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

+$11.7M

491,149 -0%

增持

ITOT ISHARES CORE

+$8.4M

694,256 +1%

增持

VT VANGUARD TOTAL

+$8.1M

482,612 +8%

增持

VXUS VANGUARD TOTAL

+$7.4M

909,980 +8%

增持

DFAI DIMENSIONAL ETF TRUST

+$6.0M

1,288,071 +9%

增持

AVUS AVANTIS U S

+$5.3M

85,602 +272%

增持

AVDE AVANTIS INTL

+$5.3M

109,524 +351%

增持

AAPL APPLE INC

+$4.7M

184,471 +3%

减持

VBR VANGUARD SMALL

+$3.8M

245,495 -3%

增持

VYM VANGUARD HIGH

+$3.8M

207,920 +11%

增持

DFSV DIMENSIONAL US

+$3.7M

376,567 +31%

增持

MSFT MICROSOFT CORP

+$3.6M

57,186 +2%

建仓

SPTS SPDR PORTFOLIO

+$3.3M

112,863

增持

SPTM SPDR PORTFOLIO

+$2.9M

68,264 +236%

增持

VOOV VANGUARD S&P

+$2.8M

22,592 +226%

增持

BKLC BNY MELLON

+$2.3M

199,943 +3%

建仓

SPAB SPDR PORTFOLIO

+$2.1M

80,454

建仓

SPMD SPDR PORTFOLIO

+$1.7M

35,854

减持

SHY ISHARES 1-3YR

-$1.7M

10,782 -67%

减持

SYK STRYKER CORP

+$1.7M

75,301 -1%

建仓

EMXC ISHARES MSCI

+$1.7M

30,871

减持

IWN ISHARES RUSSELL

+$1.6M

112,708 -4%

增持

VO VANGUARD MID

+$1.5M

45,931 +5%

增持

AMZN AMAZON COM

+$1.4M

38,768 +9%

减持

VCSH VANGUARD SHORT

-$1.3M

22,016 -45%

增持

IVV ISHARES CORE

+$1.3M

19,924 +4%

增持

SCHB SCHWAB US

+$1.2M

153,865 +5%

增持

VEA VANGUARD FTSE

+$1.2M

98,404 +24%

减持

VWO VANGUARD FSTE

-$1.2M

236,040 -15%

建仓

SPIB SPDR PORTFOLIO

+$1.1M

32,577

减持

DFAU DIMENSIONAL US

+$1.1M

408,151 -2%

减持

ICSH BLACKROCK ULTRA

-$1.1M

16,814 -56%

增持

SCHF SCHWAB INTL

+$969.6K

188,607 +7%

建仓

VEU VANGUARD FTSE

+$956.9K

17,046

增持

GOOGL ALPHABET INC

+$855.7K

39,488 +14%

建仓

DFLV DIMENSIONAL US

+$818.1K

30,244

建仓

SPDW SPDR PORTFOLIO

+$785.3K

23,091

增持

ABBV ABBVIE INC

+$740.9K

9,276 +99%

增持

DFAS DIMENSIONAL ETF TRUST

+$739.0K

97,249 +1%

减持

VNQ VANGUARD REAL

+$711.6K

68,490 -3%

建仓

SPSB SPDR PORTFOLIO

+$690.6K

23,189

增持

CMCSA COMCAST CORP

+$637.9K

24,418 +151%

增持

KLAC KLA CORP

+$629.6K

3,022 +27%

增持

APO APOLLO GLOBAL

+$627.7K

17,627 +56%

增持

DFAE DIMENSIONAL EMERGING

+$611.1K

70,942 +46%

增持

ADBE ADOBE INC

+$600.9K

2,287 +59%

增持

MGK VANGUARD MEGA

+$598.5K

11,512 +9%

增持

META META PLATFORMS

+$570.3K

7,068 +13%

减持

SPY SPDR S&P

+$556.3K

13,532 -1%

建仓

ITW ILLINOIS TOOL

+$542.0K

2,069

减持

SUB ISHARES SHORT

-$528.8K

54,808 -11%

减持

TIP ISHARES TIPS

-$526.8K

30,499 -17%

增持

VRTX VERTEX PHARMACEUTICALS

+$515.4K

3,305 +39%

减持

SCHZ SCHWAB AGGREGATE

-$500.4K

19,222 -39%

减持

JNJ JOHNSON & JOHNSON

-$491.6K

26,197 -10%

增持

NVDA NVIDIA CORP

+$475.7K

6,636 +5%

减持

DOW DOW INC

-$469.7K

21,337 -33%

清仓

TXN TEXAS INSTRUMENTS

-$459.2K

0 -100%

增持

JPM JPMORGAN CHASE

+$454.8K

10,735 +14%

减持

AVGO BROADCOM INC

+$441.4K

2,039 -7%

减持

PFE PFIZER INC

-$434.3K

71,535 -5%

清仓

VGSH VANGUARD SHORT

-$431.4K

0 -100%

增持

AMGN AMGEN INC

+$423.2K

13,480 +5%

建仓

AVSC AMERICAN CENTURY

+$409.3K

8,015

增持

VONG VANGUARD RUSSELL

+$408.1K

35,593 +3%

增持

GOOG ALPHABET INC

+$401.9K

9,992 +31%

减持

SCHE SCHWAB EMERGING

-$395.7K

12,360 -58%

增持

IVOO VANGUARD S&P

+$391.8K

7,408 +106%

减持

VUG VANGUARD GROWTH

+$391.2K

10,488 -0%

增持

MGC VANGUARD MEGA

+$385.6K

19,056 +2%

减持

VTV VANGUARD VALUE

+$384.4K

59,150 -4%

增持

VONE VANGUARD RUSSELL

+$375.4K

13,116 +3%

建仓

ABT ABBOTT LABORATORIES

+$375.0K

3,407

增持

GILD GILEAD SCIENCES

+$374.0K

13,404 +41%

建仓

CRM SALESFORCE INC

+$370.0K

1,406

建仓

IUSV ISHARES CORE

+$367.7K

4,361

增持

AVUV AVANTIS U S

+$367.6K

7,977 +78%

增持

AMAT APPLIED MATERIALS

+$360.1K

5,537 +43%

减持

BKAG BNY MELLON

-$359.4K

43,502 -21%

建仓

ALL ALLSTATE CORP

+$324.3K

2,317

增持

IWV ISHARES RUSSELL

+$313.2K

10,856 +0%

增持

LOW LOWES COMPANIES

+$307.7K

7,591 +14%

增持

VOOG VANGUARD S&P

+$305.0K

4,552 +21%

清仓

— KELLANOVA

-$303.0K

0 -100%

增持

VGT VANGUARD INFORMATION

+$293.5K

3,852 +2%

建仓

IUSG ISHARES S&P

+$289.5K

2,781

减持

HON HONEYWELL INTL

+$288.2K

11,999 -1%

建仓

BAC BANK AMERICA

+$287.4K

8,535

建仓

IYW ISHARES TECHNOLOGY

+$286.9K

2,337

建仓

— LAM RESEARCH CORPORATION

+$285.9K

365

增持

IXUS ISHARES CORE

+$285.0K

46,115 +2%

建仓

MS MORGAN STANLEY

+$282.1K

3,025

建仓

DOCS DOXIMITY INC

+$280.4K

10,000

增持

CAT CATERPILLAR INC

+$273.6K

6,593 +7%

清仓

WHR WHIRLPOOL CORP

-$273.6K

0 -100%

减持

BND VANGUARD TOTAL

+$269.3K

287,170 -4%

建仓

DGRO ISHARES CORE

+$266.8K

4,957

减持

BSV VANGUARD SHORT

-$263.0K

2,813 -56%

增持

VYMI VANGUARD INTERNATIONAL

+$259.4K

27,984 +8%

增持

AXP AMERICAN EXPRESS

+$255.3K

5,379 +7%

减持

ZTS ZOETIS INC

+$254.1K

20,206 -6%

增持

VSS VANGUARD FTSE

+$251.0K

15,889 +7%

减持

IBM INTL BUSINESS

+$248.7K

11,817 -2%

清仓

BIIB BIOGEN INC

-$245.1K

0 -100%

建仓

UNH UNITEDHEALTH GROUP

+$243.8K

463

增持

IJR ISHARES CORE

+$242.1K

15,746 +1%

减持

SCHX SCHWAB US

-$241.7K

40,478 -18%

增持

SCHM SCHWAB US

+$237.8K

25,138 +3%

增持

V VISA INC

+$237.4K

4,987 +9%

清仓

SCHR SCHWAB INTERMEDIATE

-$232.6K

0 -100%

建仓

HOMZ ETF SER SOLUTIONS

+$232.1K

5,489

减持

MUB ISHARES NATIONAL

-$231.2K

33,134 -11%

增持

MGV VANGUARD MEGA

+$226.5K

28,224 +0%

增持

BKNG BOOKING HOLDINGS

+$226.0K

348 +6%

增持

VONV VANGUARD RUSSELL

+$225.4K

29,440 +3%

减持

EFV ISHARES MSCI

+$220.9K

85,707 -1%

清仓

BNDX VANGUARD TOTAL

-$215.8K

0 -100%

减持

DFUV DIMENSIONAL US

+$215.0K

68,503 -0%

减持

KKR KKR & CO

+$214.9K

10,665 -2%

建仓

NSC NORFOLK SOUTHERN

+$213.8K

904

增持

PEP PEPSICO INC

+$212.7K

18,804 +7%

增持

SHOP SHOPIFY INC

+$211.5K

6,971 +16%

清仓

PII POLARIS INC

-$208.3K

0 -100%

建仓

RSPH INVESCO S&P

+$205.5K

6,900

建仓

VPL VANGUARD FTSE

+$204.1K

2,834

建仓

AVY AVERY DENNISON CORP

+$203.2K

1,005

建仓

SLV ISHARES SILVER

+$200.9K

9,224

增持

HD HOME DEPOT

+$200.5K

4,114 +1%

减持

MU MICRON TECHNOLOGY INC

+$199.3K

22,940 -11%

增持

VB VANGUARD SMALL

+$197.7K

5,379 +7%

增持

VIG VANGUARD DIVIDEND

+$189.7K

12,987 +0%

增持

GS GOLDMAN SACHS

+$182.4K

2,375 +5%

减持

IJS ISHARES S&P

+$174.1K

13,193 -1%

增持

RSP INVESCO S&P

+$174.1K

2,622 +55%

增持

DFAT DIMENSIONAL US

+$172.5K

25,400 +0%

增持

XLK SECTOR TECHNOLOGY

+$172.1K

6,214 +2%

减持

VXF VANGUARD EXTENDED

+$168.6K

9,829 -3%

增持

BA BOEING COMPANY

+$163.2K

1,590 +21%

增持

ORCL ORACLE CORP

+$162.9K

9,892 +20%

减持

BKEM BNY MELLON

-$161.6K

4,347 -43%

增持

CVS CVS HEALTH

+$156.2K

7,617 +19%

增持

AMP AMERIPRISE FINANCIAL

+$153.3K

1,724 +13%

增持

SCHA SCHWAB US

+$153.1K

16,820 +8%

减持

AGG ISHARES CORE

-$153.1K

13,112 -15%

减持

BKIE BNY MELLON

+$151.9K

34,468 -3%

增持

DG DOLLAR GENL

+$151.4K

5,005 +0%

增持

IJH ISHARES CORE

+$149.8K

4,546 +2%