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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 150 项建仓 9增持 90减持 43清仓 8

方向

标的

Δ市值

现股数(环比)

增持

DFUS DIMENSIONAL US

+$16.9M

1,876,050 +14%

增持

VOO VANGUARD S&P

+$11.1M

240,264 +6%

增持

DFAC DIMENSIONAL US

+$9.1M

2,217,429 +13%

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

AAPL APPLE INC

+$7.6M

197,964 -0%

增持

IBIT ISHARES BITCOIN TR

+$5.4M

253,683 +214%

减持

GBTC GRAYSCALE BITCOIN TR BTC

-$5.2M

3,819 -96%

增持

VOOV VANGUARD S&P

+$4.8M

75,916 +60%

增持

VXUS VANGUARD STAR FDS

+$4.6M

1,096,350 +7%

增持

VT VANGUARD INTL EQUITY INDEX F

+$3.3M

528,621 +4%

增持

NVDA NVIDIA CORP

+$2.9M

76,440 +949%

减持

ITOT ISHARES CORE

+$2.2M

687,572 -0%

增持

VBR VANGUARD SMALL

-$2.0M

242,984 +1%

增持

MSFT MICROSOFT CORP

+$1.7M

57,674 +1%

增持

GOOGL ALPHABET INC

+$1.6M

44,067 +3%

减持

VTI VANGUARD INDEX FDS

+$1.5M

480,771 -2%

增持

SPY SPDR S&P 500 ETF TR

+$1.5M

16,435 +16%

增持

SPTM SPDR PORTFOLIO

+$1.3M

151,271 +12%

增持

VEA VANGUARD TAX-MANAGED INTL FD

+$1.3M

135,054 +26%

增持

BND VANGUARD TOTAL

+$1.2M

314,346 +7%

减持

IWN ISHARES RUSSELL

-$1.2M

106,851 -3%

增持

IVV ISHARES CORE

+$1.2M

22,451 +7%

增持

SYK STRYKER CORP

-$1.1M

72,916 +1%

增持

VYM VANGUARD HIGH

+$923.3K

254,488 +5%

增持

AMZN AMAZON COM

+$923.0K

45,263 +4%

减持

VNQ VANGUARD REAL

-$914.5K

59,126 -13%

增持

DFSV DIMENSIONAL US

+$870.7K

538,128 +11%

增持

DFAI DIMENSIONAL ETF TRUST

+$828.6K

1,463,302 +4%

增持

VO VANGUARD MID

+$734.1K

56,944 +9%

建仓

DELL DELL TECHNOLOGIES

+$726.9K

5,271

减持

CMCSA COMCAST CORP

-$714.2K

11,175 -58%

增持

SPMD SPDR PORTFOLIO

+$705.1K

65,946 +31%

减持

BKLC BNY MELLON

+$668.5K

198,681 -1%

增持

AVGO BROADCOM INC

+$660.2K

2,234 +1%

增持

AVUS AVANTIS U S

+$609.5K

148,806 +4%

清仓

CVS CVS HEALTH

-$575.1K

0 -100%

减持

ADSK AUTODESK INC

-$521.8K

2,485 -43%

增持

MGC VANGUARD MEGA

+$508.5K

24,734 +6%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$487.5K

209,942 +1%

增持

KLAC KLA CORP

+$470.6K

3,367 +2%

增持

AMGN AMGEN INC

+$466.3K

14,950 +1%

增持

MGK VANGUARD MEGA

+$446.9K

12,866 +3%

增持

AVUV AVANTIS U S

+$432.3K

15,701 +51%

增持

DFAU DIMENSIONAL US

+$406.2K

411,607 +0%

增持

SCHF SCHWAB INTL

+$402.5K

207,260 +7%

建仓

CHCO CITY HOLDING COMPANY

+$400.9K

3,773

增持

IXUS ISHARES CORE

+$398.2K

53,081 +13%

减持

GOOG ALPHABET INC

+$388.4K

13,454 -1%

减持

PFE PFIZER INC

-$384.2K

31,468 -31%

增持

BKNG BOOKING HOLDINGS

+$376.6K

463 +15%

增持

QQQ INVESCO QQQ

+$367.9K

5,063 +9%

增持

META FACEBOOK INC

+$367.1K

10,717 +3%

增持

VONG VANGUARD RUSSELL

+$359.2K

36,731 +3%

减持

IAU ISHARES GOLD

+$358.3K

492,723 -3%

减持

DFAX DIMENSIONAL WORLD

-$355.8K

34,945 -29%

增持

GS GOLDMAN SACHS

+$351.9K

3,973 +15%

减持

EFV ISHARES MSCI

-$336.7K

79,857 -5%

增持

EMXC ISHARES MSCI

+$335.9K

72,742 +5%

增持

GLDM WORLD GOLD

+$328.2K

107,067 +2%

增持

BRK/B BERKSHIRE HATHAWAY

-$321.6K

24,300 +0%

减持

GILD GILEAD SCIENCES

-$315.9K

11,635 -24%

建仓

— ENLINK MIDSTREAM

+$313.1K

22,753

增持

SCHB SCHWAB STRATEGIC TR

+$311.8K

152,938 +0%

建仓

SLV ISHARES SILVER

+$306.1K

11,519

减持

MU MICRON TECHNOLOGY INC

+$304.3K

22,539 -0%

增持

SCHM SCHWAB US

+$303.7K

30,370 +20%

增持

AXP AMERICAN EXPRESS

+$286.3K

8,349 +15%

清仓

DOCS DOXIMITY INC

-$269.1K

0 -100%

清仓

ACH OWENS & MINOR INC NEW

-$261.4K

0 -100%

增持

VRTX VERTEX PHARMACEUTICALS

+$253.8K

3,908 +4%

增持

AMAT APPLIED MATERIALS

+$253.4K

6,356 +5%

建仓

NFLX NETFLIX INC

+$252.4K

374

增持

LOW LOWES COMPANIES

-$247.4K

7,549 +1%

减持

SPTS SPDR PORTFOLIO

-$244.9K

105,545 -7%

减持

BKAG BNY MELLON

-$243.6K

35,472 -13%

清仓

INTC INTEL CORP

-$238.1K

0 -100%

增持

SPIB SPDR PORTFOLIO

+$236.2K

39,962 +23%

减持

VGT VANGUARD INFORMATION

+$234.7K

4,933 -1%

增持

MUB ISHARES NATIONAL

+$230.5K

37,738 +7%

增持

SCHA SCHWAB US

+$226.8K

11,774 +75%

清仓

PANW PALO ALTO

-$224.5K

0 -100%

减持

TIP ISHARES TIPS

-$223.5K

24,389 -7%

建仓

SOXX ISHARES SEMICONDUCTOR

+$223.0K

904

增持

AVDE AVANTIS INTL

+$221.9K

170,815 +5%

建仓

WFC WELLS FARGO

+$218.2K

3,674

建仓

COKE COCA-COLA CONSOLIDATED

+$217.0K

200

增持

VB VANGUARD SMALL

+$215.0K

6,817 +23%

建仓

VFH VANGUARD FINANCIALS

+$211.1K

2,114

清仓

BMY BRISTOL MYERS

-$210.6K

0 -100%

增持

CAT CATERPILLAR INC

-$208.9K

8,195 +2%

清仓

GWW GRAINGER W W

-$206.5K

0 -100%

增持

QCOM QUALCOMM INC

+$205.5K

5,506 +5%

减持

PEP PEPSICO INC

-$204.5K

18,920 -0%

清仓

PII POLARIS INC

-$200.2K

0 -100%

增持

IBM INTL BUSINESS

+$197.4K

17,317 +18%

减持

ICSH BLACKROCK ULTRA

-$188.0K

22,051 -14%

增持

TSLA TESLA INC

+$181.9K

6,048 +5%

增持

SCHX SCHWAB US

+$181.5K

34,574 +5%

增持

VTEB VANGUARD MUNICIPAL

+$176.1K

13,410 +37%

增持

AGG ISHARES CORE

+$175.8K

18,734 +12%

减持

ADBE ADOBE INC

-$169.1K

2,763 -18%

增持

APO APOLLO GLOBAL

+$163.8K

18,267 +3%

减持

DFIV DIMENSIONAL INTL

-$160.5K

13,959 -23%

减持

JNJ JOHNSON & JOHNSON

-$160.0K

10,481 -2%

减持

DOW DOW INC

-$158.1K

20,303 -5%

增持

HD HOME DEPOT

-$155.9K

4,324 +1%

增持

DFAS DIMENSIONAL ETF TRUST

-$153.5K

99,329 +1%

减持

BX BLACKSTONE INC

-$145.3K

10,301 -5%

减持

LLY ELI LILLY

+$141.3K

1,797 -6%

增持

SPAB SPDR PORTFOLIO

+$140.3K

173,218 +4%

增持

VOOG VANGUARD S&P

+$134.2K

4,562 +0%

减持

— SHYFT GROUP

-$132.5K

11,216 -48%

增持

COST COSTCO WHOLESALE

+$130.5K

1,024 +1%

减持

PAYX PAYCHEX INC

-$127.9K

1,690 -37%

增持

KKR KKR & CO

+$121.0K

10,615 +7%

增持

MGV VANGUARD MEGA

+$119.8K

29,652 +4%

减持

SBUX STARBUCKS CORP

-$119.7K

2,891 -23%

增持

VYMI VANGUARD INTERNATIONAL

+$119.5K

33,895 +6%

增持

CSCO CISCO SYSTEMS

+$118.9K

41,070 +12%

减持

F FORD MOTOR

-$117.7K

158,433 -0%

增持

DFUV DIMENSIONAL US

-$117.0K

77,119 +0%

增持

DG DOLLAR GENL

-$116.9K

5,056 +0%

增持

PG PROCTER & GAMBLE

+$115.8K

24,533 +1%

增持

WMT WALMART INC

+$111.5K

10,071 +6%

增持

MELI MERCADOLIBRE INC

+$110.9K

706 +2%

减持

— UBS GROUP

-$109.6K

32,000 -7%

减持

VONV VANGUARD RUSSELL

-$107.6K

32,402 -2%

减持

VCSH VANGUARD SHORT

-$107.1K

26,554 -5%

减持

PM PHILIP MORRIS

+$101.6K

11,697 -1%

增持

HON HONEYWELL INTL

+$100.5K

12,004 +0%

增持

MRK MERCK & COMPANY

-$98.5K

18,706 +2%

增持

IWV ISHARES RUSSELL

+$94.1K

10,862 +0%

增持

CG CARLYLE GROUP

-$86.9K

12,939 +0%

减持

DFAE DIMENSIONAL EMERGING

-$83.9K

64,579 -9%

减持

MCD MCDONALDS CORP

-$82.7K

2,937 -0%

增持

ABBV ABBVIE INC

+$82.7K

12,598 +10%

减持

MDLZ MONDELEZ INTERNATIONAL

-$81.7K

16,323 -1%

增持

JPM JPMORGAN CHASE

+$81.1K

11,390 +3%

增持

SHW SHERWIN WILLIAMS

-$79.3K

1,629 +0%

减持

BKMC BNY MELLON

-$77.7K

12,919 -1%

增持

V VISA INC

-$77.0K

5,511 +1%

减持

— DUPONT DE

-$70.9K

6,098 -17%

增持

VTV VANGUARD VALUE

-$70.9K

57,586 +1%

增持

IJS ISHARES S&P

-$69.5K

12,903 +0%

增持

MA MASTERCARD INC

-$62.8K

1,590 +0%

增持

— LINDE PLC

-$61.0K

2,736 +1%

增持

MPC MARATHON PETROLEUM

-$60.3K

7,002 +11%

增持

DFAT DIMENSIONAL US

-$58.2K

24,590 +0%

减持

TEVA TEVA PHARMACEUTICAL

-$58.1K

19,000 -27%

增持

IJR ISHARES CORE

-$57.1K

15,628 +0%

减持

— KELLOGG CO

-$56.8K

20,189 -5%