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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 76
减持 40
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$31.7M
546,016
+12%
增持
ITOT
ISHARES CORE
+$28.5M
878,592
+19%
增持
VOO
VANGUARD S&P
+$18.3M
293,637
+2%
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
VT
VANGUARD INTL EQUITY INDEX F
+$17.6M
694,534
+12%
增持
VXUS
VANGUARD STAR FDS
+$16.6M
1,562,593
+6%
增持
BIV
VANGUARD INTERMEDIATE
+$11.6M
804,530
+22%
增持
DFAC
DIMENSIONAL US
+$11.1M
3,208,908
+2%
增持
DFAU
DIMENSIONAL US
+$9.4M
627,018
+40%
减持
DFUS
DIMENSIONAL US
+$9.0M
2,396,803
-4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$8.2M
1,736,995
+5%
增持
MSFT
MICROSOFT CORP
+$7.9M
62,156
+1%
增持
AGG
ISHARES CORE
+$7.4M
219,467
+51%
建仓
FERG
FERGUSON ENTERPRISES INC
+$6.9M
31,734
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$6.2M
252,643
+56%
增持
BKLC
BNY MELLON
+$6.1M
305,121
+8%
增持
VUG
VANGUARD GROWTH
+$5.6M
24,724
+73%
增持
AVUV
AVANTIS U S
+$5.3M
96,446
+144%
减持
NVDA
NVIDIA CORP
+$4.6M
138,005
-13%
增持
AVDE
AVANTIS INTL
+$4.4M
292,764
+12%
减持
IBIT
ISHARES BITCOIN TR
+$4.3M
308,752
-1%
增持
VO
VANGUARD MID
+$3.5M
77,220
+10%
增持
MGK
VANGUARD MEGA
+$3.0M
44,886
+3%
增持
SCHB
SCHWAB STRATEGIC TR
+$3.0M
568,259
+16%
增持
AAPL
APPLE INC
-$2.9M
202,137
+1%
减持
MUB
ISHARES NATIONAL
-$2.9M
32,117
-46%
清仓
ZTS
ZOETIS INC
-$2.8M
0
-100%
增持
VV
VANGUARD LARGE
+$2.7M
12,076
+291%
增持
SCHF
SCHWAB INTL
+$2.6M
510,143
+17%
减持
SYK
STRYKER CORP
+$2.5M
113,921
-0%
增持
META
FACEBOOK INC
+$2.5M
13,274
+4%
增持
IVV
ISHARES CORE
+$2.4M
26,633
+6%
增持
VYM
VANGUARD HIGH
+$2.4M
295,417
+3%
减持
AVGO
BROADCOM INC
+$2.2M
21,487
-2%
增持
PH
PARKER-HANNIFIN CORP
+$2.2M
4,350
+222%
增持
EMXC
ISHARES MSCI
+$2.1M
106,711
+26%
减持
HFFG
HF FOODS
-$2.1M
1,063,342
-4%
增持
VCSH
VANGUARD SHORT
+$1.9M
329,709
+7%
增持
AMZN
AMAZON COM
+$1.8M
58,603
+1%
增持
QQQ
INVESCO QQQ
+$1.7M
9,919
+24%
清仓
KAI
KADANT INC
-$1.7M
0
-100%
清仓
ITB
ISHARES U S
-$1.6M
0
-100%
增持
XLF
SECTOR FINANCIAL
+$1.6M
48,724
+148%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
17,654
+6%
减持
IAU
ISHARES GOLD
+$1.5M
473,763
-0%
增持
ICSH
BLACKROCK ULTRA
+$1.4M
73,512
+61%
建仓
NPB
NORTHPOINTE BANCSHARES INC.
+$1.4M
100,920
增持
MU
MICRON TECHNOLOGY INC
+$1.3M
35,655
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
223,119
+4%
增持
GOOGL
ALPHABET INC
+$1.3M
55,177
+1%
减持
BRK/B
BERKSHIRE HATHAWAY
-$1.2M
24,587
-0%
减持
DFSV
DIMENSIONAL US
-$1.1M
628,904
-10%
增持
VGT
VANGUARD INFORMATION
+$1.1M
6,264
+12%
增持
BND
VANGUARD TOTAL
+$1.1M
588,859
+2%
清仓
SUSL
ISHARES ESG
-$1.1M
0
-100%
清仓
XHB
SPDR SERIES
-$1.1M
0
-100%
增持
SPMD
SPDR PORTFOLIO
+$1.0M
153,067
+7%
增持
VTV
VANGUARD VALUE
+$1.0M
64,065
+7%
增持
GS
GOLDMAN SACHS
+$992.7K
5,843
+2%
增持
IWN
ISHARES RUSSELL
+$976.9K
105,009
+2%
减持
SPTM
SPDR PORTFOLIO
+$961.2K
254,896
-4%
清仓
SKY
SKYLINE CHAMPION CORPORATION
-$947.6K
0
-100%
增持
VONG
VANGUARD RUSSELL
+$925.3K
40,045
+8%
减持
KLAC
KLA CORP
+$916.4K
4,497
-2%
增持
DFLV
DIMENSIONAL US
+$891.2K
56,975
+99%
减持
IBM
INTL BUSINESS
+$873.4K
19,081
-0%
增持
JPM
JPMORGAN CHASE
+$868.8K
19,442
+0%
减持
AVUS
AVANTIS U S
+$820.6K
149,826
-3%
增持
VB
VANGUARD SMALL
+$752.4K
9,717
+39%
增持
TSLA
TESLA INC
+$748.5K
11,271
+3%
增持
IXUS
ISHARES CORE
+$736.7K
67,763
+5%
清仓
DSI
ISHARES TR
-$722.4K
0
-100%
增持
AXP
AMERICAN EXPRESS
+$674.0K
12,233
+2%
增持
DGRO
ISHARES CORE
+$667.0K
16,508
+162%
清仓
GLTR
ABRDN PRECIOUS METALS BASKET
-$666.1K
0
-100%
建仓
COF
CAPITAL ONE
+$664.7K
3,124
增持
VOOG
VANGUARD S&P
+$643.4K
7,484
+8%
减持
AMGN
AMGEN INC
-$640.2K
15,934
-2%
增持
VUSB
VANGUARD BD INDEX FDS
+$597.1K
18,099
+195%
减持
SUSA
ISHARES MSCI
-$594.8K
1,697
-76%
增持
VONV
VANGUARD RUSSELL
+$581.0K
38,400
+18%
增持
UBER
UBER TECHNOLOGIES
+$579.4K
20,150
+13%
增持
NEE
NEXTERA ENERGY
+$572.4K
12,722
+190%
减持
SCHD
SCHWAB US
-$549.4K
55,553
-23%
清仓
WEC
WEC ENERGY
-$541.3K
0
-100%
减持
CAT
CATERPILLAR INC
+$537.4K
10,292
-2%
减持
VBR
VANGUARD SMALL
+$527.2K
236,780
-3%
增持
MS
MORGAN STANLEY
+$510.2K
6,363
+92%
增持
ABBV
ABBVIE INC
-$508.6K
24,591
+2%
减持
ESGV
VANGUARD ESG
-$492.8K
3,015
-64%
减持
CSCO
CISCO SYSTEMS
+$485.7K
64,023
-0%
增持
SPAB
SPDR PORTFOLIO
+$481.9K
237,976
+8%
增持
CG
CARLYLE GROUP
+$481.4K
26,608
+31%
清仓
—
DISCOVER FINANCIAL
-$468.4K
0
-100%
增持
XLK
SECTOR TECHNOLOGY
+$454.6K
7,175
+9%
增持
DFAE
DIMENSIONAL EMERGING
+$442.1K
68,293
+15%
增持
—
EATON CORP
+$439.0K
4,864
+2%
减持
AMAT
APPLIED MATERIALS
+$431.8K
13,396
-4%
增持
GLDM
WORLD GOLD
+$417.9K
104,889
+1%
增持
INTU
INTUIT INC
+$415.8K
1,916
+8%
清仓
SOXX
ISHARES SEMICONDUCTOR
-$412.7K
0
-100%
减持
MELI
MERCADOLIBRE INC
+$409.6K
721
-5%
减持
BKNG
BOOKING HOLDINGS
+$400.1K
434
-5%
减持
ORCL
ORACLE CORP
+$397.2K
6,019
-8%
建仓
AVLV
AMERICAN CENTY ETF TR
+$397.0K
5,820
增持
BKIE
BNY MELLON
+$379.4K
35,029
+3%
清仓
RSPT
INVESCO S&P
-$365.3K
0
-100%
减持
SDY
SPDR SERIES
-$359.5K
14,122
-16%
减持
PEP
PEPSICO INC
-$356.5K
19,762
-0%
减持
SCHM
SCHWAB US
-$354.8K
94,923
-18%
建仓
AVIV
AMERICAN CENTY ETF TR
+$351.9K
5,654
清仓
ILCG
ISHARES TR
-$345.5K
0
-100%
增持
GOOG
ALPHABET INC
+$334.9K
14,976
+1%
增持
SCHX
SCHWAB US
+$334.5K
101,162
+4%
增持
KKR
KKR & CO
+$321.2K
15,740
+3%
建仓
CVCO
CAVCO INDS INC DEL
+$320.6K
738
清仓
UNH
UNITEDHEALTH GROUP
-$319.8K
0
-100%
减持
VNQ
VANGUARD REAL
-$319.5K
53,963
-5%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$317.8K
8,937
增持
WMT
WALMART INC
+$315.2K
27,803
+2%
减持
IWV
ISHARES RUSSELL
+$314.1K
10,264
-1%
减持
VYMI
VANGUARD INTERNATIONAL
+$313.6K
49,942
-0%
减持
EFV
ISHARES MSCI
+$311.9K
70,729
-0%
清仓
ISTB
ISHARES TR
-$301.1K
0
-100%
减持
MRK
MERCK & COMPANY
-$300.0K
22,504
-3%
减持
MGC
VANGUARD MEGA
-$287.6K
24,724
-15%
减持
VRTX
VERTEX PHARMACEUTICALS
-$285.4K
792
-40%
增持
QQQM
INVESCO NASDAQ
+$280.0K
7,113
+3%
建仓
IYC
ISHARES TR
+$272.4K
2,734
增持
HON
HONEYWELL INTL
+$266.7K
12,571
+0%
清仓
DOW
DOW INC
-$263.5K
0
-100%
增持
SPEM
SPDR PORTFOLIO
+$262.8K
11,792
+93%
减持
VONE
VANGUARD RUSSELL
+$260.2K
15,490
-4%
减持
NFLX
NETFLIX INC
+$258.1K
871
-11%
建仓
MEAR
ISHARES U S ETF TR
+$253.2K
5,037
建仓
VLO
VALERO ENERGY
+$250.6K
1,864
清仓
WOR
WORTHINGTON INDUSTRIES
-$250.4K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$249.7K
20,122
+1%
清仓
HOMZ
ETF SER SOLUTIONS
-$248.3K
0
-100%
增持
VXF
VANGUARD EXTENDED
+$244.1K
10,103
+2%
增持
—
EXXON MOBIL
-$240.2K
27,587
+2%
减持
JNJ
JOHNSON & JOHNSON
-$237.7K
17,541
-0%
建仓
IYJ
ISHARES TR
+$235.4K
1,654
减持
TIP
ISHARES TIPS
-$234.7K
16,920
-10%
建仓
GEV
GE VERNOVA
+$229.2K
433
增持
IJH
ISHARES CORE
+$228.7K
28,164
+8%
建仓
MKL
MARKEL GROUP INC
+$225.7K
113
建仓
CEG
CONSTELLATION ENERGY
+$225.0K
697
减持
GILD
GILEAD SCIENCES
-$222.5K
1,944
-50%
建仓
BSX
BOSTON SCIENTIFIC
+$221.0K
2,058
清仓
TMO
THERMO FISHER
-$220.9K
0
-100%
