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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 104
减持 20
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
BIV
VANGUARD INTERMEDIATE
+$37.0M
660,669
+264%
增持
VXUS
VANGUARD STAR FDS
+$16.4M
1,470,452
+16%
增持
AGG
ISHARES CORE
+$11.3M
145,177
+352%
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
VCSH
VANGUARD SHORT
+$10.0M
307,642
+68%
增持
DFAI
DIMENSIONAL ETF TRUST
+$6.1M
1,660,969
+6%
增持
DFAC
DIMENSIONAL US
+$5.8M
3,148,980
+11%
增持
AAPL
APPLE INC
-$4.7M
199,722
+2%
增持
ITOT
ISHARES CORE
+$4.7M
738,789
+11%
增持
IAU
ISHARES GOLD
+$4.5M
475,144
+0%
增持
SPTM
SPDR PORTFOLIO
+$4.4M
266,548
+39%
增持
BKLC
BNY MELLON
+$4.0M
282,118
+22%
增持
AVDE
AVANTIS INTL
+$3.0M
260,466
+12%
增持
MGK
VANGUARD MEGA
+$2.6M
43,542
+38%
增持
VBR
VANGUARD SMALL
-$2.4M
245,033
+1%
建仓
—
MEDTRONIC PLC
+$2.2M
24,569
增持
MSFT
MICROSOFT CORP
-$2.0M
61,431
+3%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.0M
617,939
+4%
增持
BND
VANGUARD TOTAL
+$1.9M
575,088
+3%
减持
AVGO
BROADCOM INC
-$1.9M
21,966
-9%
减持
BRK/B
BERKSHIRE HATHAWAY
+$1.9M
24,687
-0%
增持
JPM
JPMORGAN CHASE
+$1.8M
19,436
+57%
增持
—
EXXON MOBIL
+$1.7M
27,024
+96%
增持
ABBV
ABBVIE INC
+$1.7M
24,214
+28%
增持
VTI
VANGUARD INDEX FDS
-$1.7M
488,385
+4%
增持
AVUV
AVANTIS U S
+$1.5M
39,529
+93%
增持
NVDA
NVIDIA CORP
+$1.4M
158,295
+35%
增持
MUB
ISHARES NATIONAL
+$1.4M
59,037
+30%
增持
SCHZ
SCHWAB AGGREGATE
+$1.4M
96,868
+158%
增持
IWN
ISHARES RUSSELL
-$1.4M
103,254
+0%
增持
MU
MICRON TECHNOLOGY INC
+$1.4M
35,191
+74%
增持
IWB
ISHARES RUSSELL
+$1.3M
6,334
+241%
增持
VYM
VANGUARD HIGH
+$1.3M
286,946
+3%
建仓
UBER
UBER TECHNOLOGIES
+$1.3M
17,851
增持
VOO
VANGUARD S&P
+$1.3M
288,860
+6%
减持
VRTX
VERTEX PHARMACEUTICALS
-$1.2M
1,316
-72%
增持
IWR
ISHARES RUSSELL
+$1.2M
19,621
+270%
减持
MPC
MARATHON PETROLEUM
-$1.2M
1,721
-83%
减持
SYK
STRYKER CORP
+$1.2M
114,254
-1%
增持
IBIT
ISHARES BITCOIN TR
-$1.1M
310,982
+5%
增持
VUG
VANGUARD GROWTH
+$1.1M
14,259
+41%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
17,590
+42%
增持
DFIV
DIMENSIONAL INTL
+$1.1M
41,008
+191%
增持
GOOGL
ALPHABET INC
-$1.1M
54,610
+8%
清仓
—
NXP SEMICONDUCTORS
-$1.1M
0
-100%
增持
WMT
WALMART INC
+$1.1M
27,376
+87%
增持
AMZN
AMAZON COM
-$1.1M
57,876
+5%
减持
GLDM
WORLD GOLD
+$1.0M
104,289
-0%
清仓
DELL
DELL TECHNOLOGIES
-$982.4K
0
-100%
增持
SPMD
SPDR PORTFOLIO
+$980.7K
142,578
+23%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$980.3K
161,687
+7%
减持
—
UBS GROUP
-$945.8K
8,927
-78%
增持
CSCO
CISCO SYSTEMS
+$910.6K
64,110
+25%
减持
ADBE
ADOBE INC
-$895.5K
1,657
-52%
增持
SCHF
SCHWAB INTL
+$893.4K
437,081
+4%
建仓
IYW
ISHARES TECHNOLOGY
+$891.4K
6,347
增持
INTU
INTUIT INC
+$889.3K
1,781
+448%
增持
AMGN
AMGEN INC
+$875.6K
16,335
+1%
增持
SPDW
SPDR PORTFOLIO
+$857.6K
53,750
+67%
清仓
NKE
NIKE INC
-$824.5K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$822.4K
1,353
增持
QQQM
INVESCO NASDAQ
+$797.7K
6,918
+171%
增持
DFSV
DIMENSIONAL US
-$781.4K
697,869
+5%
增持
IBM
INTL BUSINESS
+$777.5K
19,109
+6%
增持
SPAB
SPDR PORTFOLIO
+$764.6K
219,668
+13%
增持
SLV
ISHARES SILVER
+$699.6K
29,913
+246%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$666.1K
5,145
增持
QQQ
INVESCO QQQ
+$661.4K
8,002
+32%
增持
VOOG
VANGUARD S&P
+$655.5K
6,949
+52%
减持
DFAS
DIMENSIONAL ETF TRUST
-$650.1K
91,820
-3%
增持
IXUS
ISHARES CORE
+$604.7K
64,490
+9%
增持
SCHB
SCHWAB STRATEGIC TR
+$591.9K
491,647
+12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$581.0K
214,892
+3%
建仓
BSV
VANGUARD SHORT
+$572.6K
7,315
增持
KLAC
KLA CORP
+$568.1K
4,577
+13%
增持
SUB
ISHARES SHORT
+$567.6K
71,219
+8%
增持
DFUS
DIMENSIONAL US
+$564.1K
2,506,843
+6%
增持
VYMI
VANGUARD INTERNATIONAL
+$561.0K
50,038
+9%
增持
CL
COLGATE-PALMOLIVE
+$558.3K
15,695
+56%
增持
VTV
VANGUARD VALUE
+$535.4K
59,684
+3%
增持
AMAT
APPLIED MATERIALS
+$529.2K
13,923
+52%
建仓
SGOV
ISHARES TR
+$508.7K
5,053
增持
SPSB
SPDR PORTFOLIO
+$494.2K
39,424
+70%
建仓
TXN
TEXAS INSTRUMENTS
+$491.0K
2,732
增持
GS
GOLDMAN SACHS
+$485.1K
5,752
+24%
增持
VO
VANGUARD MID
+$473.6K
70,141
+5%
增持
PM
PHILIP MORRIS
+$467.1K
11,637
+1%
增持
APO
APOLLO GLOBAL
+$457.5K
25,751
+39%
增持
GOOG
ALPHABET INC
-$433.1K
14,862
+3%
增持
AXP
AMERICAN EXPRESS
+$424.3K
11,998
+27%
增持
META
FACEBOOK INC
+$422.4K
12,710
+8%
增持
ICSH
BLACKROCK ULTRA
+$421.3K
45,607
+22%
增持
CVX
CHEVRON CORP
+$417.6K
5,507
+58%
增持
AVUS
AVANTIS U S
-$388.7K
154,632
+2%
增持
TSLA
TESLA INC
+$387.8K
10,927
+81%
增持
SPY
SPDR S&P 500 ETF TR
-$382.9K
16,694
+1%
清仓
CDNS
CADENCE DESIGN
-$381.3K
0
-100%
增持
DFAU
DIMENSIONAL US
+$379.7K
446,808
+8%
增持
MGC
VANGUARD MEGA
+$379.4K
29,043
+13%
增持
IVW
ISHARES S&P
+$377.1K
12,503
+62%
减持
VOOV
VANGUARD S&P
-$350.3K
108,966
-2%
增持
LMT
LOCKHEED MARTIN
+$348.0K
3,019
+47%
建仓
ILCG
ISHARES TR
+$345.5K
4,266
减持
IWV
ISHARES RUSSELL
-$344.1K
10,353
-5%
增持
VONG
VANGUARD RUSSELL
-$316.7K
37,156
+2%
增持
AMP
AMERIPRISE FINANCIAL
+$294.2K
4,416
+28%
减持
TIP
ISHARES TIPS
-$281.5K
18,873
-15%
清仓
DOV
DOVER CORP
-$280.0K
0
-100%
增持
ABT
ABBOTT LABORATORIES
+$258.4K
5,933
+27%
增持
—
EATON CORP
-$254.7K
4,773
+2%
建仓
SMH
VANECK VECTORS
+$253.3K
1,198
建仓
KR
KROGER CO
+$243.8K
3,602
建仓
SPEM
SPDR PORTFOLIO
+$241.2K
6,125
清仓
VLO
VALERO ENERGY
-$232.3K
0
-100%
清仓
USB
U S BANCORP DE
-$231.6K
0
-100%
清仓
GKOS
GLAUKOS CORP
-$221.0K
0
-100%
增持
SPLV
INVESCO EXCHANGE
+$220.1K
6,905
+63%
清仓
NVO
NOVO NORDISK
-$219.0K
0
-100%
建仓
DGX
QUEST DIAGNOSTICS
+$216.2K
1,278
增持
ARES
ARES MANAGEMENT
+$216.0K
5,049
+71%
增持
GILD
GILEAD SCIENCES
+$215.7K
3,909
+62%
增持
VGSH
VANGUARD SHORT
+$215.6K
33,213
+11%
建仓
IEMG
ISHARES CORE
+$215.5K
3,992
减持
EFV
ISHARES MSCI
+$215.0K
70,884
-6%
建仓
VCRB
VANGUARD MALVERN FDS
+$214.5K
2,771
清仓
IYC
ISHARES TR
-$212.5K
0
-100%
增持
DFUV
DIMENSIONAL US
+$207.7K
70,350
+7%
增持
BKIE
BNY MELLON
+$205.1K
34,113
+2%
增持
NFLX
NETFLIX INC
+$205.0K
974
+23%
减持
MCK
MCKESSON CORP
+$203.9K
2,912
-5%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$202.2K
0
-100%
增持
MA
MASTERCARD INC
+$198.0K
2,024
+17%
减持
HON
HONEYWELL INTL
-$194.2K
12,566
-1%
增持
CG
CARLYLE GROUP
+$187.8K
20,332
+47%
减持
SCHM
SCHWAB US
-$185.8K
115,166
-0%
增持
CRM
SALESFORCE.COM INC
+$177.9K
9,417
+34%
增持
BKNG
BOOKING HOLDINGS
+$172.9K
459
+17%
减持
WFC
WELLS FARGO
-$170.5K
2,954
-46%
增持
IVV
ISHARES CORE
-$168.8K
25,112
+4%
增持
ORCL
ORACLE CORP
-$168.7K
6,570
+1%
增持
IJR
ISHARES CORE
-$166.7K
16,074
+0%
增持
IWD
ISHARES RUSSELL
+$161.0K
2,813
+41%
减持
BAC
BANK AMERICA
-$159.8K
19,253
-12%
增持
IJS
ISHARES S&P
-$159.2K
14,356
+0%
增持
MGV
VANGUARD MEGA
+$155.6K
29,819
+1%
增持
MRK
MERCK & COMPANY
-$155.5K
23,187
+3%
减持
SOXX
ISHARES SEMICONDUCTOR
-$151.9K
2,194
-16%
增持
LLY
ELI LILLY
+$147.6K
2,563
+0%
增持
CAT
CATERPILLAR INC
+$135.9K
10,485
+14%
增持
—
LINDE PLC
+$134.6K
2,767
+0%
减持
MO
ALTRIA GROUP
+$130.6K
18,483
-1%
