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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 150 项建仓 14增持 82减持 49清仓 5

方向

标的

Δ市值

现股数(环比)

增持

DFUS DIMENSIONAL US

+$19.8M

2,094,026 +12%

增持

DFAC DIMENSIONAL US

+$13.7M

2,484,739 +12%

增持

VOO VANGUARD S&P

+$13.2M

252,699 +5%

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 STAR FDS

+$10.3M

1,180,159 +8%

增持

BND VANGUARD TOTAL

+$9.2M

423,767 +35%

增持

VOOV VANGUARD S&P

+$6.3M

103,022 +36%

减持

VTI VANGUARD INDEX FDS

+$5.7M

474,260 -1%

增持

VT VANGUARD INTL EQUITY INDEX F

+$5.6M

544,025 +3%

增持

VYM VANGUARD HIGH

+$5.0M

274,419 +8%

增持

AAPL APPLE INC

+$4.8M

199,665 +1%

减持

VBR VANGUARD SMALL

+$4.4M

242,944 -0%

增持

DFAI DIMENSIONAL ETF TRUST

+$3.8M

1,486,018 +2%

增持

DFSV DIMENSIONAL US

+$2.7M

588,945 +9%

增持

SPTM SPDR PORTFOLIO

+$2.4M

178,011 +18%

减持

IAU ISHARES GOLD

+$2.2M

480,574 -2%

减持

ITOT ISHARES CORE

+$2.2M

667,769 -3%

增持

SYK STRYKER CORP

+$2.0M

74,105 +2%

增持

SPMD SPDR PORTFOLIO

+$1.7M

93,267 +41%

增持

VO VANGUARD MID

+$1.5M

58,103 +2%

增持

VEA VANGUARD TAX-MANAGED INTL FD

+$1.3M

151,744 +12%

减持

IWN ISHARES RUSSELL

+$1.3M

105,047 -2%

增持

IBIT ISHARES BITCOIN TR

+$1.2M

274,243 +8%

建仓

SUSL ISHARES ESG

+$1.2M

11,435

增持

VCSH VANGUARD SHORT

+$1.2M

40,403 +52%

减持

BRK/B BERKSHIRE HATHAWAY

+$1.0M

23,699 -2%

减持

BKLC BNY MELLON

+$993.7K

197,270 -1%

减持

AIT APPLIED INDUSTRIAL TECH

-$965.8K

16,793 -31%

增持

META FACEBOOK INC

+$949.5K

11,098 +4%

增持

DFAU DIMENSIONAL US

+$943.9K

412,573 +0%

增持

SPAB SPDR PORTFOLIO

+$937.3K

202,117 +17%

增持

CRM SALESFORCE.COM INC

+$901.7K

6,867 +81%

增持

VTV VANGUARD VALUE

+$850.1K

57,785 +0%

增持

IBM INTL BUSINESS

+$849.8K

17,391 +0%

建仓

SUSA ISHARES MSCI

+$848.2K

7,046

增持

AVDE AVANTIS INTL

+$827.5K

171,005 +0%

增持

AMZN AMAZON COM

+$772.7K

51,091 +13%

建仓

DSI ISHARES MSCI

+$767.4K

7,054

建仓

NKE NIKE INC

+$739.5K

8,366

建仓

WEC WEC ENERGY

+$718.7K

7,472

增持

EMXC ISHARES MSCI

+$656.0K

81,204 +12%

增持

SCHM SCHWAB US

+$637.4K

36,119 +19%

清仓

ADSK AUTODESK INC

-$614.9K

0 -100%

减持

GILD GILEAD SCIENCES

-$591.1K

2,472 -79%

增持

SCHF SCHWAB INTL

+$576.9K

207,680 +0%

增持

IXUS ISHARES CORE

+$570.1K

57,225 +8%

增持

CAT CATERPILLAR INC

+$564.6K

8,422 +3%

增持

VYMI VANGUARD INTERNATIONAL

+$558.8K

39,249 +16%

增持

SPY SPDR S&P 500 ETF TR

+$557.9K

16,562 +1%

增持

AGG ISHARES CORE

+$544.8K

23,337 +25%

增持

MGK VANGUARD MEGA

+$540.9K

14,237 +11%

增持

ESGV VANGUARD ESG

+$536.9K

8,406 +156%

减持

NVDA NVIDIA CORP

-$523.3K

73,453 -4%

增持

MSFT MICROSOFT CORP

-$492.1K

58,762 +2%

清仓

ABNB AIRBNB INC

-$490.4K

0 -100%

增持

SOXX ISHARES SEMICONDUCTOR

+$485.2K

3,071 +240%

减持

VNQ VANGUARD REAL

+$475.1K

55,713 -6%

增持

TSLA TESLA INC

+$461.4K

6,338 +5%

减持

GLDM WORLD GOLD

+$436.3K

103,032 -4%

增持

AXP AMERICAN EXPRESS

+$431.9K

8,722 +4%

增持

HD HOME DEPOT

+$426.2K

4,725 +9%

增持

MUB ISHARES NATIONAL

+$410.7K

40,796 +8%

增持

ABBV ABBVIE INC

+$407.3K

13,004 +3%

增持

CSCO CISCO SYSTEMS

+$396.6K

44,116 +7%

增持

LOW LOWES COMPANIES

+$385.7K

7,568 +0%

减持

ZTS ZOETIS INC

+$375.5K

19,376 -1%

建仓

— DISCOVER FINANCIAL

+$369.8K

2,636

减持

— KELLOGG CO

+$361.4K

18,906 -6%

减持

VWO VANGUARD INTL EQUITY INDEX F

+$334.5K

198,988 -5%

增持

COST COSTCO WHOLESALE

+$332.2K

1,356 +32%

减持

SCHB SCHWAB STRATEGIC TR

+$323.6K

149,411 -2%

增持

TGT TARGET CORP

+$320.3K

5,234 +56%

增持

ICSH BLACKROCK ULTRA

+$318.2K

28,230 +28%

清仓

— ENLINK MIDSTREAM

-$313.1K

0 -100%

增持

AMP AMERIPRISE FINANCIAL

+$308.4K

3,272 +14%

增持

MGV VANGUARD MEGA

+$293.8K

29,682 +0%

减持

DFUV DIMENSIONAL US

-$292.9K

65,616 -15%

增持

F FORD MOTOR

-$292.4K

160,448 +1%

减持

AVUS AVANTIS U S

+$277.2K

143,961 -3%

增持

SPDW SPDR PORTFOLIO

+$274.6K

33,465 +20%

增持

DVY ISHARES SELECT

+$271.4K

19,222 +0%

增持

GS GOLDMAN SACHS

+$269.6K

4,174 +5%

减持

DFAS DIMENSIONAL ETF TRUST

+$269.6K

96,165 -3%

增持

KKR KKR & CO

+$269.2K

10,617 +0%

减持

MELI MERCADOLIBRE INC

+$247.7K

686 -3%

建仓

DOV DOVER CORP

+$247.3K

1,290

减持

DG DOLLAR GENL

-$245.7K

5,000 -1%

增持

AMGN AMGEN INC

+$242.5K

15,250 +2%

增持

DE DEERE & CO

+$241.7K

2,334 +19%

建仓

TMUS T-MOBILE US

+$236.6K

1,146

建仓

FIW FIRST TR EXCHANGE-TRADED FD

+$233.2K

2,133

减持

MRK MERCK & COMPANY

-$229.8K

18,369 -2%

增持

VONV VANGUARD RUSSELL

+$227.4K

32,504 +0%

建仓

GWW GRAINGER W W

+$216.1K

208

建仓

— RLJ LODGING

+$212.7K

8,157

建仓

BMY BRISTOL MYERS

+$211.8K

4,094

增持

QQQ INVESCO QQQ

+$211.7K

5,404 +7%

减持

MGC VANGUARD MEGA

+$210.7K

24,635 -0%

减持

PM PHILIP MORRIS

+$206.8K

11,467 -2%

清仓

DIS WALT DISNEY

-$206.3K

0 -100%

清仓

GBTC GRAYSCALE BITCOIN TR BTC

-$203.3K

0 -100%

建仓

MTUM ISHARES MSCI

+$202.8K

1,000

建仓

MPLX MPLX

+$202.0K

4,543

增持

IWV ISHARES RUSSELL

+$197.3K

10,865 +0%

增持

GOOG ALPHABET INC

-$196.7K

13,583 +1%

增持

JNJ JOHNSON & JOHNSON

+$192.5K

10,640 +2%

增持

FTNT FORTINET INC

+$180.4K

8,878 +5%

减持

ORCL ORACLE CORP

+$174.3K

6,310 -1%

减持

BX BLACKSTONE INC

+$163.5K

9,396 -9%

增持

IJR ISHARES CORE

+$161.1K

15,629 +0%

增持

QCOM QUALCOMM INC

-$157.7K

5,522 +0%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$150.3K

13,643 -2%

减持

SPTS SPDR PORTFOLIO

-$143.4K

98,732 -6%

减持

— BLACKROCK INC

+$143.2K

893 -0%

减持

KAI KADANT INC

+$142.5K

5,216 -5%

减持

BKNG BOOKING HOLDINGS

-$142.4K

402 -13%

增持

SHW SHERWIN WILLIAMS

+$142.1K

1,646 +1%

增持

MPC MARATHON PETROLEUM

+$141.4K

8,324 +19%

减持

MCD MCDONALDS CORP

+$138.8K

2,914 -1%

减持

— STEELCASE INC

-$134.7K

10,700 -50%

减持

TIP ISHARES TIPS

-$130.2K

22,396 -8%

增持

SCHZ SCHWAB AGGREGATE

+$126.9K

19,503 +11%

增持

— UBS GROUP

+$125.5K

34,640 +8%

减持

PG PROCTER & GAMBLE

+$125.2K

24,083 -2%

增持

VOE VANGUARD MID

+$125.1K

6,901 +1%

减持

WMT WALMART INC

+$122.0K

9,956 -1%

增持

DELL DELL TECHNOLOGIES

+$121.3K

7,156 +36%

减持

MDLZ MONDELEZ INTERNATIONAL

+$121.2K

16,145 -1%

增持

— LINDE PLC

+$113.7K

2,756 +1%

减持

BKAG BNY MELLON

-$113.0K

31,432 -11%

增持

MO ALTRIA GROUP

+$110.5K

18,454 +1%

增持

MA MASTERCARD INC

+$109.0K

1,641 +3%

减持

RSP INVESCO S&P

-$106.5K

1,726 -32%

减持

— LAM RESEARCH CORPORATION

-$105.0K

350 -5%

减持

VONE VANGUARD RUSSELL

+$104.9K

15,037 -3%

增持

VONG VANGUARD RUSSELL

+$102.8K

36,766 +0%

增持

UNH UNITEDHEALTH GROUP

+$102.5K

667 +18%

增持

GOOGL ALPHABET INC

-$101.8K

47,784 +8%

增持

V VISA INC

+$99.2K

5,621 +2%

减持

BKIE BNY MELLON

+$97.9K

33,514 -2%

减持

PEP PEPSICO INC

+$94.8K

18,908 -0%

减持

APO APOLLO GLOBAL

+$93.3K

18,013 -1%

减持

VXF VANGUARD EXTENDED

-$92.2K

9,417 -12%

增持

IJH ISHARES CORE

+$91.3K

22,338 +0%

减持

VB VANGUARD SMALL

+$89.4K

6,643 -3%

减持

EFV ISHARES MSCI

+$89.4K

75,178 -6%

增持

KO COCA COLA COMPANY

+$87.6K

9,897 +1%

增持

— EATON CORP

+$86.3K

4,663 +0%

减持

IVV ISHARES CORE

-$76.9K

21,166 -6%

减持

CHCO CITY HOLDING COMPANY

-$73.5K

2,789 -26%

增持

NEE NEXTERA ENERGY

+$72.1K

4,562 +3%