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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 150 项建仓 22增持 92减持 27清仓 9

方向

标的

Δ市值

现股数(环比)

增持

DFUS DIMENSIONAL US

+$21.5M

1,640,761 +18%

增持

VOO VANGUARD S&P

+$20.5M

226,909 +12%

增持

DFAC DIMENSIONAL US

+$13.6M

1,954,195 +17%

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 INDEX FDS

+$10.6M

488,885 -0%

增持

VXUS VANGUARD STAR FDS

+$8.8M

1,020,460 +12%

增持

VT VANGUARD INTL EQUITY INDEX F

+$6.6M

508,608 +5%

减持

ITOT ISHARES CORE

+$6.4M

689,437 -1%

增持

VYM VANGUARD HIGH

+$6.0M

241,829 +16%

增持

AVUS AVANTIS U S

+$5.8M

143,143 +67%

增持

DFAI DIMENSIONAL ETF TRUST

+$5.7M

1,409,253 +9%

建仓

GBTC GRAYSCALE BITCOIN TR BTC

+$5.4M

84,907

增持

VOOV VANGUARD S&P

+$4.8M

47,527 +110%

增持

SPTM SPDR PORTFOLIO

+$4.7M

135,559 +99%

减持

IAU ISHARES GOLD

-$4.2M

506,712 -22%

增持

AVDE AVANTIS INTL

+$3.8M

163,368 +49%

增持

DFSV DIMENSIONAL US

+$3.7M

485,602 +29%

减持

SYK STRYKER CORP

+$3.4M

72,458 -4%

增持

NVDA NVIDIA CORP

+$3.3M

7,286 +10%

建仓

IBIT ISHARES BITCOIN TR

+$3.3M

80,825

增持

MSFT MICROSOFT CORP

+$2.6M

57,308 +0%

增持

META FACEBOOK INC

+$2.5M

10,372 +47%

减持

JNJ JOHNSON & JOHNSON

-$2.4M

10,695 -59%

增持

VO VANGUARD MID

+$2.4M

52,237 +14%

增持

EMXC ISHARES MSCI

+$2.3M

68,968 +123%

减持

VBR VANGUARD SMALL

+$2.2M

241,496 -2%

增持

SPAB SPDR PORTFOLIO

+$2.1M

166,365 +107%

增持

AMZN AMAZON COM

+$1.9M

43,375 +12%

减持

BKLC BNY MELLON

+$1.9M

199,907 -0%

增持

BRK/B BERKSHIRE HATHAWAY

+$1.6M

24,272 +0%

增持

IVV ISHARES CORE

+$1.6M

21,052 +6%

增持

DFAU DIMENSIONAL US

+$1.5M

411,193 +1%

增持

AAPL APPLE INC

-$1.4M

198,743 +8%

增持

MGC VANGUARD MEGA

+$1.1M

23,392 +23%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$1.0M

208,271 -12%

增持

CAT CATERPILLAR INC

+$989.1K

8,019 +22%

增持

SPY SPDR S&P 500 ETF TR

+$983.0K

14,176 +5%

增持

SPMD SPDR PORTFOLIO

+$931.1K

50,205 +40%

增持

GOOGL ALPHABET INC

+$913.4K

42,599 +8%

增持

IBM INTL BUSINESS

+$864.9K

14,650 +24%

建仓

SKY SKYLINE CHAMPION CORPORATION

+$850.1K

10,000

增持

VONE VANGUARD RUSSELL

+$840.6K

15,467 +18%

减持

PFE PFIZER INC

-$794.9K

45,572 -36%

增持

VGT VANGUARD INFORMATION

+$745.8K

4,978 +29%

减持

SCHB SCHWAB STRATEGIC TR

+$737.7K

152,390 -1%

减持

MU MICRON TECHNOLOGY INC

+$702.6K

22,566 -2%

增持

MPC MARATHON PETROLEUM

+$676.2K

6,328 +57%

增持

GOOG ALPHABET INC

+$671.1K

13,656 +37%

减持

TSLA TESLA INC

-$653.2K

5,773 -14%

增持

AVGO BROADCOM INC

+$649.2K

2,207 +8%

增持

VEA VANGUARD TAX-MANAGED INTL FD

+$644.1K

106,789 +9%

增持

ABBV ABBVIE INC

+$640.5K

11,412 +23%

增持

AXP AMERICAN EXPRESS

+$639.3K

7,233 +34%

增持

MGK VANGUARD MEGA

+$608.1K

12,546 +9%

增持

CRM SALESFORCE.COM INC

+$597.7K

3,213 +129%

增持

DFUV DIMENSIONAL US

+$595.8K

76,907 +12%

增持

SCHF SCHWAB INTL

+$589.5K

193,757 +3%

增持

ZTS ZOETIS INC

-$566.3K

20,223 +0%

增持

KLAC KLA CORP

+$548.6K

3,300 +9%

清仓

UPS UNITED PARCEL

-$530.7K

0 -100%

增持

GS GOLDMAN SACHS

+$528.8K

3,459 +46%

增持

MELI MERCADOLIBRE INC

+$527.5K

694 +109%

增持

AMP AMERIPRISE FINANCIAL

+$519.7K

2,679 +55%

增持

LLY ELI LILLY

+$511.4K

1,910 +14%

建仓

TGT TARGET CORP

+$508.6K

2,870

增持

GLDM WORLD GOLD

+$500.9K

104,574 +4%

增持

MRK MERCK & COMPANY

+$496.4K

18,298 +4%

建仓

VTEB VANGUARD MUNICIPAL

+$495.9K

9,800

增持

ADSK AUTODESK INC

+$480.1K

4,365 +62%

减持

VTV VANGUARD VALUE

+$465.4K

57,155 -3%

减持

SCHA SCHWAB US

-$462.7K

6,739 -60%

增持

VCSH VANGUARD SHORT

+$455.6K

27,926 +27%

增持

ICSH BLACKROCK ULTRA

+$455.5K

25,756 +53%

增持

VONV VANGUARD RUSSELL

+$453.1K

32,917 +12%

减持

TIP ISHARES TIPS

-$450.6K

26,327 -14%

增持

— EXXON MOBIL

+$448.4K

12,779 +23%

减持

FSLR FIRST SOLAR

-$439.4K

2,500 -50%

建仓

SCHP SCHWAB US

+$414.7K

7,950

增持

IVOO VANGUARD S&P

+$408.9K

10,727 +45%

增持

JPM JPMORGAN CHASE

+$396.6K

11,097 +3%

增持

— NXP SEMICONDUCTORS

+$395.5K

3,943 +56%

增持

PG PROCTER & GAMBLE

+$394.8K

24,223 +0%

增持

— EATON CORP

+$380.9K

4,640 +4%

清仓

IUSV ISHARES CORE

-$367.7K

0 -100%

清仓

— COCA-COLA EUROPACIFIC

-$362.5K

0 -100%

增持

APO APOLLO GLOBAL

+$350.3K

17,724 +1%

增持

AMAT APPLIED MATERIALS

+$349.2K

6,045 +9%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$348.5K

14,028 +8%

增持

VYMI VANGUARD INTERNATIONAL

+$342.7K

32,025 +14%

增持

— UBS GROUP

+$341.6K

34,337 +49%

增持

AGG ISHARES CORE

+$341.4K

16,773 +28%

增持

ADBE ADOBE INC

+$339.6K

3,377 +48%

增持

DFAS DIMENSIONAL ETF TRUST

+$323.2K

98,190 +1%

增持

AMGN AMGEN INC

+$322.3K

14,789 +10%

建仓

NVO NOVO NORDISK

+$318.4K

2,480

建仓

QUAL ISHARES MSCI

+$314.5K

1,914

增持

VONG VANGUARD RUSSELL

+$309.6K

35,612 +0%

增持

MGV VANGUARD MEGA

+$307.1K

28,399 +1%

增持

CSCO CISCO SYSTEMS

+$304.4K

36,714 +21%

清仓

IUSG ISHARES S&P

-$289.5K

0 -100%

清仓

IYW ISHARES TECHNOLOGY

-$286.9K

0 -100%

增持

IWV ISHARES RUSSELL

+$286.8K

10,859 +0%

建仓

VLO VALERO ENERGY

+$282.1K

1,653

增持

BND VANGUARD TOTAL

+$278.5K

294,642 +3%

减持

VSS VANGUARD FTSE

-$274.4K

13,295 -16%

增持

QQQ INVESCO QQQ

+$267.6K

4,635 +6%

建仓

ACH OWENS & MINOR INC NEW

+$261.4K

9,433

增持

AVUV AVANTIS U S

+$260.1K

10,420 +31%

建仓

ORLY O REILLY AUTOMOTIVE

+$255.1K

226

减持

SCHX SCHWAB US

-$243.1K

32,870 -19%

建仓

DIS WALT DISNEY

+$240.6K

1,966

增持

VRTX VERTEX PHARMACEUTICALS

+$233.2K

3,775 +14%

建仓

EFIV SPDR SERIES

+$230.1K

4,544

建仓

SMH VANECK VECTORS

+$228.1K

1,014

增持

V VISA INC

+$225.1K

5,458 +9%

建仓

TMO THERMO FISHER

+$224.9K

387

增持

BKNG BOOKING HOLDINGS

+$224.6K

402 +16%

建仓

PANW PALO ALTO

+$224.5K

790

减持

LOW LOWES COMPANIES

+$222.0K

7,503 -1%

建仓

MUSA MURPHY USA

+$221.8K

529

增持

HD HOME DEPOT

+$218.8K

4,287 +4%

建仓

RTX RAYTHEON TECHNOLOGIES

+$218.8K

2,243

减持

VUG VANGUARD GROWTH

+$218.0K

10,106 -4%

建仓

TSN TYSON FOODS

+$217.3K

3,700

清仓

BSV VANGUARD SHORT

-$216.7K

0 -100%

建仓

TJX TJX COS

+$212.8K

2,098

增持

— LINDE PLC

+$212.2K

2,717 +6%

建仓

GWW GRAINGER W W

+$206.5K

203

清仓

T AT&T INC

-$202.3K

0 -100%

清仓

SLV ISHARES SILVER

-$200.9K

0 -100%

建仓

PII POLARIS INC

+$200.2K

2,000

增持

MUB ISHARES NATIONAL

+$198.4K

35,227 +6%

增持

SPDW SPDR PORTFOLIO

+$197.5K

27,422 +19%

清仓

— ENLINK MIDSTREAM

-$196.3K

0 -100%

增持

IXUS ISHARES CORE

+$193.7K

46,978 +2%

减持

VNQ VANGUARD REAL

-$184.9K

67,840 -1%

减持

SCHV SCHWAB US

-$176.0K

6,538 -32%

减持

ORCL ORACLE CORP

-$173.5K

6,922 -30%

减持

F FORD MOTOR

+$166.8K

158,465 -0%

增持

SCHM SCHWAB US

+$166.6K

25,298 +1%

增持

— BLACKROCK INC

+$158.3K

883 +24%

增持

BKIE BNY MELLON

+$147.4K

34,530 +0%

增持

QCOM QUALCOMM INC

+$143.7K

5,264 +2%

增持

VXF VANGUARD EXTENDED

+$135.8K

9,996 +2%

减持

BKAG BNY MELLON

-$135.6K

40,908 -6%

减持

GLD SPDR GOLD

-$133.1K

1,295 -38%

增持

MA MASTERCARD INC

+$133.0K

1,587 +7%

增持

PEP PEPSICO INC

+$131.2K

18,999 +1%

减持

BA BOEING CO

-$126.1K

1,494 -6%

增持

VB VANGUARD SMALL

+$123.7K

5,562 +3%

增持

DFLV DIMENSIONAL US

+$119.1K

31,252 +3%