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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
22Q4 调仓
2022-03-31 → 2022-12-31 · 共 150 项
建仓 25
增持 35
减持 54
清仓 36
方向
标的
Δ市值
现股数(环比)
建仓
DFUV
DIMENSIONAL ETF TRUST
+$44.2M
1,319,879
清仓
META
META PLATFORMS INC
-$38.4M
0
-100%
建仓
METV
LISTED FD TR
+$19.6M
163,242
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
AAPL
APPLE INC
-$18.7M
422,664
+0%
增持
GOOG
ALPHABET INC
-$11.4M
215,054
+1868%
增持
GOOGL
ALPHABET INC
-$11.3M
214,756
+1872%
减持
DFAX
DIMENSIONAL ETF TRUST
-$11.1M
3,061,090
-1%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$10.5M
486,862
减持
—
ACCENTURE PLC IRELAND
-$10.1M
18,475
-58%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$9.8M
7,108,851
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
-$8.3M
3,747,639
+4%
建仓
DISV
DIMENSIONAL ETF TRUST
+$8.1M
363,834
增持
TSLA
TESLA INC
-$7.7M
40,288
+248%
减持
DFUS
DIMENSIONAL ETF TRUST
-$7.1M
949,475
-0%
增持
VTI
VANGUARD INDEX FDS
-$6.7M
189,835
+1%
清仓
—
ISHARES GOLD TR
-$5.4M
0
-100%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$5.3M
237,553
增持
DFSV
DIMENSIONAL ETF TRUST
+$5.1M
216,986
+1867%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.0M
943,080
+33%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.9M
213,225
+1204%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$3.8M
169,434
清仓
—
WORLD GOLD TR
-$3.7M
0
-100%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$3.4M
150,236
清仓
WPC
WP CAREY INC
-$3.2M
0
-100%
减持
MUB
ISHARES TR
-$2.9M
8,366
-76%
增持
VOO
VANGUARD INDEX FDS
+$2.7M
12,867
+196%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.7M
133,883
-5%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$2.6M
25,213
增持
DFAT
DIMENSIONAL ETF TRUST
-$2.1M
1,162,861
+2%
增持
AMZN
AMAZON COM INC
-$1.9M
80,754
+2919%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$1.8M
30,492
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.7M
799,546
+14%
减持
SQ
BLOCK INC
-$1.7M
22,562
-1%
增持
MSFT
MICROSOFT CORP
-$1.6M
29,180
+4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.5M
3,921
-83%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.5M
11,001
-45%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.4M
47,191
-33%
增持
—
TILRAY BRANDS INC
-$1.3M
262,798
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
33,087
+2%
减持
DVY
ISHARES TR
-$1.2M
16,634
-33%
增持
SPY
SPDR S&P 500 ETF TR
-$1.2M
26,525
+10%
减持
IDV
ISHARES TR
-$1.1M
67,397
-27%
清仓
FCX
FREEPORT-MCMORAN INC
-$1.1M
0
-100%
减持
IJS
ISHARES TR
-$1.1M
87,389
-1%
减持
IWC
ISHARES TR
-$1.1M
13,442
-31%
减持
CSCO
CISCO SYS INC
-$992.8K
94,274
-4%
减持
VUG
VANGUARD INDEX FDS
-$980.9K
6,180
-23%
增持
ALRM
ALARM COM HLDGS INC
-$930.4K
55,975
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$926.3K
22,937
-33%
清仓
NEM
NEWMONT CORP
-$926.0K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$894.0K
71,654
-7%
减持
BND
VANGUARD BD INDEX FDS
-$852.6K
7,118
-58%
建仓
APPN
APPIAN CORP
+$833.9K
25,610
清仓
—
ATLASSIAN CORP PLC
-$784.0K
0
-100%
减持
IWF
ISHARES TR
-$777.6K
10,285
-4%
清仓
IWO
ISHARES TR
-$758.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
-$755.7K
47,955
+10%
减持
INTC
INTEL CORP
-$712.4K
8,802
-54%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$678.2K
83,012
减持
SCZ
ISHARES TR
-$672.2K
20,766
-25%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$671.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$665.6K
19,716
+0%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$639.2K
23,658
清仓
DVYE
ISHARES INC
-$632.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$626.3K
24,128
-2%
减持
—
ABRDN ASIA PACIFIC INCOME FU
-$617.1K
818,581
-0%
建仓
AVDE
AMERICAN CENTY ETF TR
+$614.5K
11,552
增持
IWB
ISHARES TR
-$607.7K
15,672
+0%
减持
DEM
WISDOMTREE TR
-$592.9K
35,832
-16%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$589.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$588.1K
25,198
+149%
减持
VB
VANGUARD INDEX FDS
-$586.5K
6,203
-24%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$584.0K
0
-100%
减持
OKE
ONEOK INC NEW
-$572.4K
30,557
-16%
清仓
SCHR
SCHWAB STRATEGIC TR
-$568.0K
0
-100%
减持
DES
WISDOMTREE TR
-$566.4K
98,684
-7%
减持
JNJ
JOHNSON & JOHNSON
-$563.4K
13,357
-19%
减持
IJH
ISHARES TR
-$561.3K
3,215
-36%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$560.9K
22,868
减持
DIS
DISNEY WALT CO
-$554.5K
4,080
-38%
建仓
AVDV
AMERICAN CENTY ETF TR
+$542.5K
9,801
增持
IVW
ISHARES TR
-$536.1K
30,050
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$524.4K
25,129
-18%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$524.1K
35,462
减持
EFA
ISHARES TR
-$518.8K
24,256
-15%
减持
—
TEMPLETON GLOBAL INCOME FD
-$499.1K
390,738
-10%
增持
DLS
WISDOMTREE TR
+$494.2K
92,118
+31%
清仓
VUSB
VANGUARD BD INDEX FDS
-$494.0K
0
-100%
减持
WMT
WALMART INC
-$488.7K
5,024
-38%
增持
DFAR
DIMENSIONAL ETF TRUST
+$480.3K
34,955
+265%
清仓
WM
WASTE MGMT INC DEL
-$466.0K
0
-100%
增持
IVV
ISHARES TR
-$445.5K
7,052
+1%
清仓
BHP
BHP GROUP LTD
-$444.0K
0
-100%
清仓
IYF
ISHARES TR
-$440.0K
0
-100%
减持
IWM
ISHARES TR
-$435.3K
8,125
-10%
减持
DHS
WISDOMTREE TR
-$430.1K
96,188
-3%
减持
ARCC
ARES CAPITAL CORP
-$428.8K
10,458
-65%
清仓
EUFN
ISHARES TR
-$425.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$419.7K
2,164
-20%
增持
VDE
VANGUARD WORLD FDS
+$417.8K
12,004
+24%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$408.2K
1,325
-29%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$408.0K
3,581
+4%
增持
DTH
WISDOMTREE TR
-$406.4K
114,289
+1%
清仓
IXP
ISHARES TR
-$399.0K
0
-100%
建仓
IEP
ICAHN ENTERPRISES LP
+$389.6K
7,693
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$383.4K
18,298
+155%
减持
IWV
ISHARES TR
-$377.4K
1,906
-37%
建仓
SGOV
ISHARES TR
+$373.9K
3,734
减持
QCOM
QUALCOMM INC
-$370.2K
6,775
-7%
增持
DFAE
DIMENSIONAL ETF TRUST
+$370.0K
65,876
+61%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$369.8K
16,770
清仓
KR
KROGER CO
-$368.0K
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC
+$363.3K
2,300
减持
VV
VANGUARD INDEX FDS
-$360.1K
8,295
-4%
清仓
IAT
ISHARES TR
-$359.0K
0
-100%
减持
GBDC
GOLUB CAP BDC INC
-$358.1K
10,556
-68%
增持
VBR
VANGUARD INDEX FDS
+$357.3K
8,906
+48%
清仓
SBSW
SIBANYE STILLWATER LTD
-$353.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$346.1K
16,606
-8%
清仓
WFC
WELLS FARGO CO NEW
-$340.0K
0
-100%
清仓
IEUS
ISHARES TR
-$336.0K
0
-100%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$333.5K
31,989
-1%
建仓
KMB
KIMBERLY-CLARK CORP
+$326.2K
2,403
增持
CMF
ISHARES TR
+$323.8K
50,308
+17%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$320.3K
63,544
-12%
建仓
AVEM
AMERICAN CENTY ETF TR
+$319.9K
6,341
清仓
PRU
PRUDENTIAL FINL INC
-$314.0K
0
-100%
建仓
ITOT
ISHARES TR
+$310.1K
3,657
减持
UNP
UNION PAC CORP
-$293.1K
2,723
-13%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$288.9K
3,111
减持
SCHO
SCHWAB STRATEGIC TR
-$287.1K
5,368
-51%
建仓
CHWY
CHEWY INC
+$286.4K
7,725
增持
IJR
ISHARES TR
-$285.5K
21,592
+0%
减持
T
AT&T INC
-$282.6K
18,543
-30%
增持
SCHD
SCHWAB STRATEGIC TR
+$279.0K
15,898
+36%
清仓
CRM
SALESFORCE COM INC
-$278.0K
0
-100%
清仓
—
JACOBS ENGR GROUP INC
-$276.0K
0
-100%
减持
EEM
ISHARES TR
-$274.1K
22,267
-10%
清仓
EEMS
ISHARES INC
-$271.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$269.0K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$267.4K
34,048
-2%
清仓
ISCG
ISHARES TR
-$265.0K
0
-100%
清仓
KLAC
KLA CORP
-$265.0K
0
-100%
减持
MMM
3M CO
-$257.6K
3,089
-27%
清仓
SCHP
SCHWAB STRATEGIC TR
-$256.0K
0
-100%
清仓
AFL
AFLAC INC
-$255.0K
0
-100%
清仓
RWO
SPDR INDEX SHS FDS
-$252.0K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$251.0K
0
-100%
减持
IWD
ISHARES TR
-$249.2K
9,573
-7%
清仓
DE
DEERE & CO
-$248.0K
0
-100%
