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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 31
增持 85
减持 25
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
BIV
VANGUARD INTERMEDIATE
+$26.5M
1,136,494
+41%
增持
ITOT
ISHARES CORE
+$22.6M
969,900
+10%
增持
VXUS
VANGUARD STAR FDS
+$19.9M
1,740,574
+11%
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
VOO
VANGUARD S&P
+$18.9M
303,156
+3%
增持
VTI
VANGUARD INDEX FDS
+$14.5M
549,958
+1%
增持
DFUS
DIMENSIONAL US
+$13.5M
2,403,369
+0%
增持
DFAC
DIMENSIONAL US
+$11.9M
3,290,591
+3%
增持
AAPL
APPLE INC
+$10.7M
204,959
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$8.9M
712,620
+3%
增持
AGG
ISHARES CORE
+$7.2M
289,103
+32%
增持
VUG
VANGUARD GROWTH
+$6.1M
35,242
+43%
增持
VYM
VANGUARD HIGH
+$5.3M
316,988
+7%
增持
AVDE
AVANTIS INTL
+$5.2M
340,269
+16%
增持
IAU
ISHARES GOLD
+$5.1M
475,595
+0%
增持
AVUV
AVANTIS U S
+$4.9M
137,754
+43%
增持
NVDA
NVIDIA CORP
+$4.9M
143,029
+4%
增持
GOOGL
ALPHABET INC
+$4.9M
59,989
+9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.9M
1,785,546
+3%
增持
VO
VANGUARD MID
+$4.1M
87,548
+13%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$3.8M
303,322
+20%
增持
BND
VANGUARD TOTAL
+$3.6M
631,836
+7%
增持
BKLC
BNY MELLON
+$3.5M
308,448
+1%
增持
DFAU
DIMENSIONAL US
+$3.5M
655,912
+5%
增持
SCHB
SCHWAB STRATEGIC TR
+$3.2M
650,806
+15%
减持
VBR
VANGUARD SMALL
+$3.1M
236,207
-0%
增持
SYK
STRYKER CORP
-$2.9M
113,980
+0%
增持
MGK
VANGUARD MEGA
+$2.8M
47,778
+6%
增持
VCRB
VANGUARD MALVERN FDS
+$2.7M
37,749
+899%
建仓
ZTS
ZOETIS INC
+$2.5M
16,886
增持
SPTM
SPDR PORTFOLIO
+$2.4M
266,964
+5%
增持
AMZN
AMAZON COM
+$2.0M
67,685
+15%
增持
ABBV
ABBVIE INC
+$1.9M
27,875
+13%
增持
VCSH
VANGUARD SHORT
+$1.8M
351,027
+6%
增持
TSLA
TESLA INC
+$1.8M
12,141
+8%
增持
MU
MICRON TECHNOLOGY INC
+$1.8M
36,961
+4%
减持
MGV
VANGUARD MEGA
-$1.8M
15,262
-48%
建仓
GKOS
GLAUKOS CORP
+$1.8M
21,717
增持
MSFT
MICROSOFT CORP
+$1.7M
62,946
+1%
增持
AVUS
AVANTIS U S
+$1.6M
153,713
+3%
增持
SPMD
SPDR PORTFOLIO
+$1.6M
173,072
+13%
减持
IWN
ISHARES RUSSELL
+$1.5M
102,318
-3%
建仓
KAI
KADANT INC
+$1.5M
5,091
减持
DFSV
DIMENSIONAL US
+$1.5M
628,875
-0%
清仓
NPB
NORTHPOINTE BANCSHARES INC.
-$1.4M
0
-100%
增持
VONE
VANGUARD RUSSELL
+$1.4M
18,916
+22%
增持
MUB
ISHARES NATIONAL
+$1.3M
43,754
+36%
增持
AVGO
BROADCOM INC
+$1.3M
21,817
+2%
减持
IVV
ISHARES CORE
+$1.2M
26,536
-0%
增持
IBIT
ISHARES BITCOIN TR
+$1.2M
309,220
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
224,902
+1%
增持
META
FACEBOOK INC
+$1.1M
14,882
+12%
减持
GLDM
WORLD GOLD
+$1.1M
104,513
-0%
增持
GOOG
ALPHABET INC
+$1.1M
15,269
+2%
增持
CAT
CATERPILLAR INC
+$1.1M
10,576
+3%
减持
—
KELLOGG CO
-$969.6K
4,315
-74%
减持
VOOV
VANGUARD S&P
+$969.6K
105,882
-1%
建仓
IMAX
IMAX CORP
+$903.2K
27,579
增持
EMXC
ISHARES MSCI
+$882.8K
112,880
+6%
增持
KLAC
KLA CORP
+$871.4K
4,543
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$856.9K
17,660
+0%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$851.2K
5,145
增持
ADBE
ADOBE INC
+$844.8K
4,074
+166%
增持
VTV
VANGUARD VALUE
+$844.7K
65,245
+2%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$816.0K
16,169
建仓
SKY
SKYLINE CHAMPION CORPORATION
+$763.7K
10,000
增持
—
MEDTRONIC PLC
+$722.0K
31,978
+20%
建仓
PLTR
PALANTIR TECHNOLOGIES
+$697.2K
3,822
增持
QQQM
INVESCO NASDAQ
+$693.8K
9,345
+31%
增持
LMT
LOCKHEED MARTIN
+$679.8K
4,154
+38%
增持
JPM
JPMORGAN CHASE
+$662.2K
19,968
+3%
增持
SCHF
SCHWAB INTL
+$657.1K
512,513
+0%
增持
SPAB
SPDR PORTFOLIO
+$620.2K
259,666
+9%
增持
—
EXXON MOBIL
+$612.9K
31,811
+15%
增持
AMAT
APPLIED MATERIALS
+$606.3K
14,939
+12%
增持
VOE
VANGUARD MID
+$601.3K
11,621
+34%
增持
IVW
ISHARES S&P
+$588.8K
15,735
+32%
增持
VOOG
VANGUARD S&P
+$567.9K
8,120
+8%
增持
VGT
VANGUARD INFORMATION
+$564.1K
6,320
+1%
增持
IXUS
ISHARES CORE
+$556.9K
70,182
+4%
增持
WMT
WALMART INC
+$552.7K
31,740
+14%
增持
BRK/B
BERKSHIRE HATHAWAY
+$541.9K
24,835
+1%
增持
AXP
AMERICAN EXPRESS
+$535.3K
13,359
+9%
增持
HD
HOME DEPOT
+$524.0K
5,557
+18%
减持
VNQ
VANGUARD REAL
-$498.0K
47,122
-13%
增持
IWF
ISHARES RUSSELL
+$491.7K
3,619
+28%
增持
SMH
VANECK VECTORS
+$486.1K
2,712
+90%
建仓
RSPT
INVESCO S&P
+$485.5K
10,890
建仓
IEFA
ISHARES CORE
+$466.8K
5,347
建仓
WEC
WEC ENERGY
+$457.9K
3,996
增持
AMGN
AMGEN INC
+$449.8K
17,358
+9%
减持
GS
GOLDMAN SACHS
+$421.8K
5,722
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
+$418.7K
88,712
-0%
减持
MGC
VANGUARD MEGA
+$418.1K
24,496
-1%
减持
VGIT
VANGUARD INTERMEDIATE
-$415.8K
3,744
-65%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$392.2K
5,452
增持
RTX
RAYTHEON TECHNOLOGIES
+$391.9K
4,611
+77%
建仓
NEM
NEWMONT CORP
+$373.3K
4,428
清仓
TTD
TRADE DESK
-$370.7K
0
-100%
建仓
EMR
EMERSON ELECTRIC
+$369.4K
2,816
减持
JNJ
JOHNSON & JOHNSON
-$364.7K
12,484
-29%
清仓
VRTX
VERTEX PHARMACEUTICALS
-$352.8K
0
-100%
减持
QQQ
INVESCO QQQ
+$348.1K
9,694
-2%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$342.7K
3,064
增持
BX
BLACKSTONE INC
+$336.9K
12,567
+4%
建仓
DTE
DTE ENERGY
+$319.8K
2,261
清仓
CMCSA
COMCAST CORP
-$317.3K
0
-100%
增持
UBER
UBER TECHNOLOGIES
+$312.4K
22,378
+11%
减持
CL
COLGATE-PALMOLIVE
-$311.4K
13,455
-12%
建仓
BNDX
VANGUARD TOTAL
+$304.2K
6,150
减持
HON
HONEYWELL INTL
-$297.6K
12,494
-1%
减持
VONG
VANGUARD RUSSELL
+$295.4K
38,742
-3%
减持
ORCL
ORACLE CORP
+$293.7K
5,723
-5%
增持
IWD
ISHARES RUSSELL
+$291.2K
4,079
+47%
建仓
WOR
WORTHINGTON INDUSTRIES
+$277.4K
5,000
增持
VV
VANGUARD LARGE
+$273.9K
12,081
+0%
建仓
HOMZ
ETF SER SOLUTIONS
+$264.5K
5,623
清仓
TMUS
T-MOBILE US
-$264.5K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$263.1K
20,305
+1%
增持
BLK
BLACKROCK INC
+$262.4K
1,172
+11%
清仓
ADP
AUTOMATIC DATA
-$259.8K
0
-100%
建仓
MTUM
ISHARES MSCI
+$256.4K
1,000
减持
SHY
ISHARES 1-3YR
-$255.9K
8,476
-27%
减持
EFV
ISHARES MSCI
+$255.6K
69,961
-1%
建仓
VTWG
VANGUARD RUSSELL
+$255.5K
1,093
增持
SPDW
SPDR PORTFOLIO
+$253.2K
49,527
+7%
增持
TSM
TAIWAN SEMICONDUCTOR
+$252.8K
1,660
+78%
减持
PH
PARKER-HANNIFIN CORP
+$250.6K
4,338
-0%
建仓
IXN
ISHARES TR
+$245.6K
2,380
增持
SCHZ
SCHWAB AGGREGATE
+$245.1K
106,868
+10%
清仓
PAYX
PAYCHEX INC
-$242.3K
0
-100%
建仓
FNDX
SCHWAB FUNDAMENTAL
+$241.7K
9,189
建仓
MTRN
MATERION CORP
+$241.6K
2,000
增持
VYMI
VANGUARD INTERNATIONAL
+$238.9K
50,068
+0%
增持
QCOM
QUALCOMM INC
+$235.0K
6,523
+22%
减持
FTNT
FORTINET INC
-$230.9K
8,629
-5%
减持
PM
PHILIP MORRIS
-$227.2K
11,221
-0%
减持
IWV
ISHARES RUSSELL
+$224.6K
10,100
-2%
增持
SGOV
ISHARES TR
+$223.8K
8,325
+36%
增持
LOW
LOWES COMPANIES
+$221.4K
7,453
+0%
清仓
BSX
BOSTON SCIENTIFIC
-$221.0K
0
-100%
清仓
GILD
GILEAD SCIENCES
-$215.5K
0
-100%
建仓
TMO
THERMO FISHER
+$212.9K
439
建仓
DFEM
DIMENSIONAL EMERGING
+$211.6K
6,597
建仓
SCHC
SCHWAB STRATEGIC TR
+$211.5K
4,648
增持
XLF
SECTOR FINANCIAL
+$211.4K
51,291
+5%
建仓
SPTI
SPDR SERIES TRUST
+$211.0K
7,300
建仓
ISTB
ISHARES TR
+$210.0K
4,299
建仓
WFC
WELLS FARGO
+$208.8K
2,491
建仓
GD
GENERAL DYNAMICS
+$208.4K
611
增持
IJR
ISHARES CORE
+$207.7K
16,884
+3%
