Zhang Financial LLC 13F 持仓 · 2026年Q2
Zhang Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 392 只证券，申报市值合计 34.24 亿美元。前几大持仓：VOO（6.88%）、DFUS（6.37%）、ITOT（5.98%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P | $235.6M | 6.88% | 342,986 | 增持 |
| 2 | DFUS | DIMENSIONAL US | $218.0M | 6.37% | 2.7M | 增持 |
| 3 | ITOT | ISHARES CORE | $204.8M | 5.98% | 1.2M | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $203.6M | 5.94% | 550,162 | 减持 |
| 5 | VXUS | VANGUARD STAR FDS | $192.0M | 5.61% | 2.2M | 增持 |
| 6 | BIV | VANGUARD INTERMEDIATE | $146.9M | 4.29% | 1.9M | 增持 |
| 7 | DFAC | DIMENSIONAL US | $143.7M | 4.20% | 3.2M | 减持 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $116.1M | 3.39% | 739,897 | 增持 |
| 9 | AGG | ISHARES CORE | $108.3M | 3.16% | 1.1M | 增持 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $87.1M | 2.54% | 2.1M | 增持 |
| 11 | BND | VANGUARD TOTAL | $70.7M | 2.06% | 962,703 | 增持 |
| 12 | AAPL | APPLE INC | $66.3M | 1.94% | 229,050 | 增持 |
| 13 | VCRB | VANGUARD MALVERN FDS | $56.2M | 1.64% | 727,196 | 增持 |
| 14 | VBR | VANGUARD SMALL | $54.9M | 1.60% | 226,097 | 减持 |
| 15 | VYM | VANGUARD HIGH | $54.3M | 1.59% | 343,695 | 增持 |
| 16 | AVDE | AVANTIS INTL | $42.4M | 1.24% | 475,617 | 增持 |
| 17 | BKLC | BNY MELLON | $41.7M | 1.22% | 290,869 | 减持 |
| 18 | DFAU | DIMENSIONAL US | $35.6M | 1.04% | 688,300 | 减持 |
| 19 | IAU | ISHARES GOLD | $35.3M | 1.03% | 467,941 | 增持 |
| 20 | VUG | VANGUARD GROWTH | $33.9M | 0.99% | 393,248 | 增持 |
| 21 | AVUS | AVANTIS U S | $33.2M | 0.97% | 259,250 | 增持 |
| 22 | NVDA | NVIDIA CORP | $32.6M | 0.95% | 162,963 | 增持 |
| 23 | SYK | STRYKER CORP | $32.6M | 0.95% | 103,679 | 减持 |
| 24 | VEA | VANGUARD TAX-MANAGED INTL FD | $32.6M | 0.95% | 457,396 | 增持 |
| 25 | VCSH | VANGUARD SHORT | $31.3M | 0.91% | 396,363 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR