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Evanson Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Evanson Asset Management, LLC
报告期 2026-03-31 · CIK 0001626379
持仓数
321
前50大市值合计
$1.60B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q2
22Q1 调仓
2021-06-30 → 2022-03-31 · 共 150 项
建仓 33
增持 43
减持 53
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
DFAX
DIMENSIONAL ETF TRUST
+$77.2M
3,095,480
减持
META
META PLATFORMS INC
-$39.5M
172,705
-23%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$23.7M
707,808
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
PHYS
SPROTT PHYSICAL GOLD TR
+$16.4M
7,161,884
+7%
减持
DFAC
DIMENSIONAL ETF TRUST
-$14.8M
3,599,474
-15%
减持
AAPL
APPLE INC
+$14.3M
421,789
-3%
减持
AMZN
AMAZON COM INC
-$7.6M
2,675
-43%
建仓
—
ISHARES GOLD TR
+$5.4M
146,667
减持
GOOGL
ALPHABET INC
+$3.6M
10,888
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
32,492
+7%
减持
TSLA
TESLA INC
-$2.5M
11,587
-82%
增持
SQ
SQUARE INC
-$2.4M
22,757
+0%
增持
—
WORLD GOLD TR
+$2.4M
96,927
+28%
减持
IJS
ISHARES TR
-$2.0M
88,425
-15%
增持
—
ACCENTURE PLC IRELAND
+$1.9M
44,502
+0%
减持
—
TEMPLETON GLOBAL INCOME FD
-$1.7M
435,556
-38%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.7M
950,621
-0%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
17,150
-47%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$1.3M
5,027
+0%
建仓
—
VMWARE INC
+$1.2M
10,962
增持
CVX
CHEVRON CORP NEW
+$1.2M
16,341
+15%
减持
VTIP
VANGUARD MALVERN FDS
-$1.2M
8,513
-72%
增持
IJR
ISHARES TR
+$1.1M
21,586
+106%
增持
MSFT
MICROSOFT CORP
+$1.1M
27,981
+1%
减持
IWD
ISHARES TR
-$1.1M
10,248
-42%
减持
IWF
ISHARES TR
-$1.1M
10,739
-29%
建仓
FCX
FREEPORT-MCMORAN INC
+$1.1M
21,716
减持
VB
VANGUARD INDEX FDS
-$966.0K
8,117
-32%
减持
DTH
WISDOMTREE TR
-$957.0K
113,292
-18%
减持
—
ABERDEEN ASIA-PACIFIC INCOME
-$932.0K
819,462
-2%
清仓
ET
ENERGY TRANSFER L P
-$916.0K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$876.0K
77,000
-8%
减持
DLS
WISDOMTREE TR
-$843.0K
70,584
-7%
减持
DHS
WISDOMTREE TR
-$828.0K
98,850
-19%
增持
VOO
VANGUARD INDEX FDS
+$804.0K
4,346
+71%
建仓
IGV
ISHARES TR
+$774.0K
2,245
减持
SCHF
SCHWAB STRATEGIC TR
-$739.0K
36,142
-31%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$718.0K
69,979
-4%
减持
DOL
WISDOMTREE TR
-$675.0K
17,864
-43%
减持
CSCO
CISCO SYS INC
-$671.0K
98,355
-15%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$668.0K
0
-100%
增持
NEM
NEWMONT CORP
+$644.0K
11,653
+162%
建仓
DJP
BARCLAYS BANK PLC
+$641.0K
17,362
清仓
—
KRATON CORP
-$633.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$630.0K
3,693
+2%
减持
DES
WISDOMTREE TR
-$617.0K
105,831
-15%
减持
SCHB
SCHWAB STRATEGIC TR
-$610.0K
10,137
-8%
建仓
MCHI
ISHARES TR
+$597.0K
11,282
清仓
CWI
SPDR INDEX SHS FDS
-$572.0K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$554.0K
5,572
-60%
增持
—
EXXON MOBIL CORP
+$539.0K
24,640
+4%
减持
VNQ
VANGUARD INDEX FDS
-$498.0K
43,475
-15%
增持
VDE
VANGUARD WORLD FDS
+$497.0K
9,698
+36%
建仓
VUSB
VANGUARD BD INDEX FDS
+$494.0K
10,002
减持
DEM
WISDOMTREE TR
-$474.0K
42,738
-17%
建仓
WM
WASTE MGMT INC DEL
+$466.0K
2,940
增持
IWC
ISHARES TR
-$460.0K
19,523
+0%
增持
MGNI
MAGNITE INC
-$449.0K
22,102
+1%
建仓
BHP
BHP GROUP LTD
+$444.0K
5,743
增持
DHR
DANAHER CORPORATION
+$441.0K
5,368
+27%
建仓
—
AMARIN CORP PLC
+$439.0K
133,408
减持
SCZ
ISHARES TR
-$420.0K
27,815
-9%
清仓
BCI
ETFS TR
-$392.0K
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$387.0K
0
-100%
增持
IVV
ISHARES TR
+$379.0K
6,954
+8%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$371.0K
71,811
+17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$361.0K
14,599
+13%
清仓
—
SPX CORP
-$358.0K
0
-100%
清仓
—
WISDOMTREE TR
-$357.0K
0
-100%
减持
IWN
ISHARES TR
-$343.0K
3,583
-35%
增持
BSV
VANGUARD BD INDEX FDS
+$338.0K
34,055
+21%
建仓
—
WELLS FARGO CO NEW
+$331.0K
250
增持
QCOM
QUALCOMM INC
+$330.0K
7,294
+33%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$326.0K
5,500
减持
AGG
ISHARES TR
-$326.0K
3,253
-44%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$323.0K
140,485
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$322.0K
19,851
+1%
建仓
—
BK OF AMERICA CORP
+$322.0K
245
清仓
BABA
ALIBABA GROUP HLDG LTD
-$312.0K
0
-100%
增持
PFE
PFIZER INC
+$310.0K
22,563
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$308.0K
24,207
-2%
增持
DVY
ISHARES TR
+$308.0K
24,868
+1%
减持
JPM
JPMORGAN CHASE & CO
-$300.0K
10,261
-6%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$295.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$294.0K
1,875
-4%
减持
OKE
ONEOK INC NEW
+$293.0K
36,524
-11%
减持
DGS
WISDOMTREE TR
-$289.0K
24,336
-16%
建仓
WCLD
WISDOMTREE TR
+$286.0K
6,995
清仓
MELI
MERCADOLIBRE INC
-$284.0K
0
-100%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$284.0K
11,033
建仓
CRM
SALESFORCE COM INC
+$278.0K
1,309
减持
DIS
DISNEY WALT CO
-$267.0K
6,624
-1%
增持
JNJ
JOHNSON & JOHNSON
+$266.0K
16,495
+2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$264.0K
32,298
+0%
建仓
AEM
AGNICO EAGLE MINES LTD
+$260.0K
4,245
建仓
DFAR
DIMENSIONAL ETF TRUST
+$259.0K
9,568
增持
MUB
ISHARES TR
-$259.0K
34,843
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$258.0K
1,141,930
-3%
减持
—
JACOBS ENGR GROUP INC
-$258.0K
2,000
-50%
建仓
SCHP
SCHWAB STRATEGIC TR
+$256.0K
4,214
清仓
—
THE ORIGINAL BARK COMPANY
-$255.0K
0
-100%
清仓
FNDC
SCHWAB STRATEGIC TR
-$255.0K
0
-100%
清仓
FDX
FEDEX CORP
-$253.0K
0
-100%
建仓
JPST
J P MORGAN EXCHANGE-TRADED F
+$252.0K
5,011
增持
EEM
ISHARES TR
-$247.0K
24,761
+0%
建仓
BAC
BK OF AMERICA CORP
+$246.0K
5,968
减持
NOW
SERVICENOW INC
-$245.0K
763
-37%
清仓
—
APTIV PLC
-$244.0K
0
-100%
建仓
AVUS
AMERICAN CENTY ETF TR
+$243.0K
3,156
清仓
SCHW
SCHWAB CHARLES CORP
-$241.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$238.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$235.0K
0
-100%
减持
WPC
WP CAREY INC
+$234.0K
39,460
-0%
建仓
BAR
GRANITESHARES GOLD TR
+$234.0K
12,204
建仓
GD
GENERAL DYNAMICS CORP
+$231.0K
957
建仓
—
BROOKFIELD ASSET MGMT INC
+$229.0K
4,053
减持
GOOG
ALPHABET INC
-$227.0K
10,930
-11%
增持
XLK
SELECT SECTOR SPDR TR
+$221.0K
19,625
+0%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$220.0K
2,225
建仓
VOT
VANGUARD INDEX FDS
+$220.0K
988
增持
TWLO
TWILIO INC
-$219.0K
1,244
+16%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$218.0K
34,602
-2%
建仓
LLY
LILLY ELI & CO
+$214.0K
748
增持
VTV
VANGUARD INDEX FDS
+$212.0K
18,114
+1%
增持
VBK
VANGUARD INDEX FDS
+$210.0K
2,421
+79%
建仓
ED
CONSOLIDATED EDISON INC
+$208.0K
2,200
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$208.0K
4,240
增持
MMM
3M CO
-$208.0K
4,219
+0%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$207.0K
7,183
-28%
清仓
ARKK
ARK ETF TR
-$204.0K
0
-100%
增持
AVMU
AMERICAN CENTY ETF TR
+$201.0K
11,946
+67%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$201.0K
0
-100%
减持
IJH
ISHARES TR
-$199.0K
4,989
-13%
增持
ARCC
ARES CAPITAL CORP
+$191.0K
29,675
+35%
减持
BA
BOEING CO
-$188.0K
4,489
-53%
建仓
NRK
NUVEEN NEW YORK AMT QLT MUNI
+$187.0K
15,431
增持
VHT
VANGUARD WORLD FDS
+$187.0K
1,710
+70%
增持
DFAE
DIMENSIONAL ETF TRUST
+$185.0K
40,989
+36%
减持
TXN
TEXAS INSTRS INC
-$178.0K
1,195
-42%
增持
IWM
ISHARES TR
-$166.0K
9,022
+3%
增持
PG
PROCTER AND GAMBLE CO
+$162.0K
7,008
+4%
增持
—
SMARTSHEET INC
-$161.0K
9,605
+1%
增持
GBDC
GOLUB CAP BDC INC
+$161.0K
32,707
+50%
减持
SLV
ISHARES SILVER TR
-$158.0K
97,194
-1%
减持
T
AT&T INC
-$156.0K
26,396
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$155.0K
23,258
-2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$155.0K
6,689
-25%
清仓
—
KINDRED BIOSCIENCES INC
-$152.0K
0
-100%
减持
INTC
INTEL CORP
-$148.0K
19,072
-2%
减持
IEMG
ISHARES INC
-$147.0K
10,840
-3%
