小隐寺数据中心
概览
新闻
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
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 28
增持 89
减持 23
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL US
+$20.8M
2,369,405
+13%
增持
SYK
STRYKER CORP
+$14.6M
114,889
+55%
增持
VOO
VANGUARD S&P
+$13.9M
273,183
+8%
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
DFAC
DIMENSIONAL US
+$12.8M
2,834,248
+14%
增持
BIV
VANGUARD INTERMEDIATE
+$12.7M
181,554
+1623%
增持
VCSH
VANGUARD SHORT
+$11.1M
183,470
+354%
增持
BND
VANGUARD TOTAL
+$8.5M
560,730
+32%
增持
NVDA
NVIDIA CORP
+$6.8M
117,330
+60%
增持
MGK
VANGUARD MEGA
+$6.2M
31,547
+122%
增持
IBIT
ISHARES BITCOIN TR
+$5.8M
295,872
+8%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$4.6M
593,172
+9%
增持
BKLC
BNY MELLON
+$4.4M
232,026
+18%
增持
AVDE
AVANTIS INTL
+$2.8M
232,933
+36%
减持
AAPL
APPLE INC
+$2.6M
196,007
-2%
增持
AMZN
AMAZON COM
+$2.6M
55,020
+8%
增持
VO
VANGUARD MID
+$2.3M
66,885
+15%
增持
DFSV
DIMENSIONAL US
+$2.3M
663,624
+13%
建仓
SDY
SPDR SERIES
+$2.2M
16,762
增持
IVV
ISHARES CORE
+$2.1M
24,257
+15%
建仓
SCHD
SCHWAB US
+$2.0M
74,728
增持
AVGO
BROADCOM INC
+$1.9M
24,130
+14%
建仓
VGSH
VANGUARD SHORT
+$1.7M
29,799
增持
GOOGL
ALPHABET INC
+$1.6M
50,369
+5%
减持
ITOT
ISHARES CORE
+$1.6M
664,668
-0%
减持
VTI
VANGUARD INDEX FDS
+$1.6M
468,885
-1%
增持
VXUS
VANGUARD STAR FDS
-$1.5M
1,271,609
+8%
增持
DFAI
DIMENSIONAL ETF TRUST
-$1.5M
1,567,205
+5%
增持
SPTM
SPDR PORTFOLIO
+$1.3M
192,416
+8%
增持
SPMD
SPDR PORTFOLIO
+$1.2M
115,495
+24%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
19,872
+46%
增持
SUB
ISHARES SHORT
+$1.1M
65,918
+19%
建仓
LMT
LOCKHEED MARTIN
+$1.0M
2,059
减持
ZTS
ZOETIS INC
-$976.9K
17,239
-11%
增持
AVUS
AVANTIS U S
+$975.6K
151,383
+5%
清仓
DE
DEERE & CO
-$974.2K
0
-100%
建仓
BLK
BLACKROCK INC
+$968.6K
945
建仓
CL
COLGATE-PALMOLIVE
+$912.3K
10,035
清仓
—
BLACKROCK INC
-$848.0K
0
-100%
增持
APO
APOLLO GLOBAL
+$818.8K
18,581
+3%
清仓
TGT
TARGET CORP
-$815.8K
0
-100%
增持
ABBV
ABBVIE INC
+$795.8K
18,930
+46%
增持
SCHF
SCHWAB INTL
-$787.7K
419,031
+102%
减持
TSLA
TESLA INC
+$785.8K
6,052
-5%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$775.5K
151,363
-0%
增持
VOOV
VANGUARD S&P
+$772.3K
110,675
+7%
增持
AGG
ISHARES CORE
+$746.1K
32,089
+38%
减持
DOW
DOW INC
-$725.7K
8,012
-58%
增持
AMGN
AMGEN INC
-$700.4K
16,165
+6%
增持
JPM
JPMORGAN CHASE
+$698.9K
12,369
+15%
增持
CSCO
CISCO SYSTEMS
+$697.8K
51,447
+17%
减持
VBR
VANGUARD SMALL
-$694.1K
242,628
-0%
减持
MU
MICRON TECHNOLOGY INC
-$633.3K
20,250
-10%
增持
BAC
BANK AMERICA
+$616.7K
21,918
+151%
增持
GS
GOLDMAN SACHS
+$591.2K
4,641
+11%
减持
IWN
ISHARES RUSSELL
-$577.6K
103,224
-2%
增持
META
FACEBOOK INC
+$549.8K
11,789
+6%
增持
AVUV
AVANTIS U S
+$540.8K
20,485
+37%
建仓
ARES
ARES MANAGEMENT
+$524.1K
2,961
增持
WMT
WALMART INC
+$521.4K
14,669
+47%
增持
GOOG
ALPHABET INC
+$483.9K
14,466
+7%
增持
VYM
VANGUARD HIGH
+$483.6K
279,520
+2%
增持
KKR
KKR & CO
+$470.4K
12,553
+18%
增持
CRM
SALESFORCE.COM INC
+$469.9K
7,027
+2%
增持
ICSH
BLACKROCK ULTRA
+$458.6K
37,497
+33%
增持
QQQ
INVESCO QQQ
+$453.3K
6,046
+12%
增持
NFLX
NETFLIX INC
+$451.5K
789
+122%
建仓
SCHG
SCHWAB US
+$447.2K
16,047
减持
AIT
APPLIED INDUSTRIAL TECH
-$444.0K
13,793
-18%
增持
V
VISA INC
+$438.9K
6,279
+12%
增持
AXP
AMERICAN EXPRESS
+$438.5K
9,446
+8%
减持
SPAB
SPDR PORTFOLIO
-$437.6K
193,905
-4%
清仓
DG
DOLLAR GENL
-$422.9K
0
-100%
增持
DFAU
DIMENSIONAL US
+$420.6K
414,809
+1%
建仓
T
AT&T INC
+$419.9K
18,441
建仓
TTD
TRADE DESK
+$408.9K
3,479
增持
MUB
ISHARES NATIONAL
+$401.3K
45,359
+11%
增持
IVW
ISHARES S&P
+$396.9K
7,718
+91%
建仓
CDNS
CADENCE DESIGN
+$381.3K
1,269
增持
MGC
VANGUARD MEGA
+$378.8K
25,718
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$376.6K
207,652
+4%
增持
VNQ
VANGUARD REAL
-$374.2K
56,728
+2%
增持
XLF
SECTOR FINANCIAL
+$370.8K
18,498
+60%
减持
IAU
ISHARES GOLD
-$370.5K
474,936
-1%
增持
LLY
ELI LILLY
+$368.7K
2,551
+41%
增持
EFV
ISHARES MSCI
-$362.0K
75,527
+0%
建仓
WM
WASTE MANAGEMENT
+$344.1K
1,705
增持
BRK/B
BERKSHIRE HATHAWAY
+$337.3K
24,808
+5%
减持
MCK
MCKESSON CORP
-$332.0K
3,081
-27%
减持
VTV
VANGUARD VALUE
-$313.1K
57,734
-0%
增持
AMP
AMERIPRISE FINANCIAL
+$306.6K
3,462
+6%
建仓
ISTB
ISHARES TR
+$297.5K
6,228
建仓
GE
GENERAL ELECTRIC
+$294.5K
1,766
增持
EMXC
ISHARES MSCI
-$288.7K
84,286
+4%
增持
VIS
VANGUARD INDUSTRIALS
+$288.1K
3,167
+59%
清仓
—
LAM RESEARCH CORPORATION
-$285.8K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$282.7K
3,819
增持
VUG
VANGUARD GROWTH
+$277.8K
10,130
+0%
减持
VEU
VANGUARD FTSE
-$269.6K
12,656
-20%
增持
HON
HONEYWELL INTL
+$269.5K
12,639
+1%
清仓
DGX
QUEST DIAGNOSTICS
-$269.0K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$268.5K
3,717
增持
IXUS
ISHARES CORE
-$258.9K
58,926
+3%
减持
WEC
WEC ENERGY
-$252.1K
4,961
-34%
减持
BKNG
BOOKING HOLDINGS
+$249.6K
391
-3%
清仓
SMH
VANECK VECTORS
-$248.9K
0
-100%
增持
IJS
ISHARES S&P
+$248.8K
14,350
+18%
增持
VYMI
VANGUARD INTERNATIONAL
+$244.6K
46,056
+17%
建仓
VUSB
VANGUARD BD INDEX FDS
+$244.0K
4,918
增持
VGT
VANGUARD INFORMATION
+$239.3K
5,023
+2%
增持
MSFT
MICROSOFT CORP
-$239.1K
59,422
+1%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$231.8K
16,032
-1%
建仓
USB
U S BANCORP DE
+$231.6K
4,842
建仓
VTWG
VANGUARD RUSSELL
+$229.7K
1,093
建仓
DIS
WALT DISNEY
+$223.8K
2,010
清仓
MTRN
MATERION CORP
-$223.7K
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$222.3K
0
-100%
清仓
VSGX
VANGUARD ESG
-$221.7K
0
-100%
建仓
GKOS
GLAUKOS CORP
+$221.0K
1,474
增持
BKIE
BNY MELLON
-$219.5K
33,604
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$218.5K
16,586
+0%
建仓
AVEM
AMERICAN CENTURY
+$217.5K
3,699
减持
VONG
VANGUARD RUSSELL
+$215.8K
36,441
-1%
建仓
DUK
DUKE ENERGY
+$212.6K
1,973
增持
SHOP
SHOPIFY INC
+$212.6K
7,253
+4%
建仓
IYC
ISHARES TR
+$212.5K
2,210
增持
BX
BLACKSTONE INC
+$210.7K
9,567
+2%
增持
ITB
ISHARES U S
-$209.5K
16,967
+10%
建仓
JEPI
JPMORGAN
+$209.0K
3,633
建仓
ADP
AUTOMATIC DATA
+$204.7K
699
建仓
INTU
INTUIT INC
+$204.4K
325
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$202.2K
8,360
增持
SCHM
SCHWAB US
+$202.0K
115,595
+220%
增持
IVE
ISHARES S&P
+$197.7K
5,595
+27%
增持
COST
COSTCO WHOLESALE
+$196.7K
1,527
+13%
增持
LOW
LOWES COMPANIES
-$176.4K
7,591
+0%
增持
WFC
WELLS FARGO
+$173.4K
5,446
+47%
减持
—
KELLOGG CO
-$172.5K
16,715
-12%
增持
KLAC
KLA CORP
-$164.5K
4,036
+15%
增持
NUE
NUCOR CORP
-$162.8K
5,284
+2%
减持
SPDW
SPDR PORTFOLIO
-$157.5K
32,212
-4%
增持
MRK
MERCK & COMPANY
+$150.8K
22,485
+22%
增持
—
UBS GROUP
+$148.5K
40,211
+16%
增持
CG
CARLYLE GROUP
+$147.4K
13,833
+8%
减持
SOXX
ISHARES SEMICONDUCTOR
-$143.6K
2,620
-15%
增持
—
DISCOVER FINANCIAL
+$143.1K
2,961
+12%
增持
SHY
ISHARES 1-3YR
+$139.6K
12,701
+17%
增持
MS
MORGAN STANLEY
+$138.5K
3,602
+19%
增持
PEP
PEPSICO INC
-$137.9K
20,238
+7%
增持
DELL
DELL TECHNOLOGIES
+$134.1K
8,525
+19%
增持
ABT
ABBOTT LABORATORIES
+$129.8K
4,674
+34%
