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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 96
减持 32
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$15.7M
428,126
+1%
减持
METV
LISTED FD TR
+$14.5M
160,940
-1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$6.9M
6,932,904
-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
DFIC
DIMENSIONAL ETF TRUST
+$4.0M
384,784
+62%
增持
TSLA
TESLA INC
+$3.7M
41,892
+4%
减持
VTI
VANGUARD INDEX FDS
-$3.5M
160,533
-15%
建仓
BSVO
EA SERIES TRUST
+$3.3M
186,370
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.2M
960,483
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.1M
23,216
-30%
减持
GOOGL
ALPHABET INC
+$3.0M
211,974
-1%
减持
GOOG
ALPHABET INC
+$3.0M
212,595
-1%
减持
VXUS
VANGUARD STAR FDS
-$2.5M
22,024
-69%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.4M
964,845
+2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.2M
253,028
+49%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.2M
549,090
+13%
增持
MSFT
MICROSOFT CORP
+$2.1M
31,573
+8%
增持
DISV
DIMENSIONAL ETF TRUST
+$2.1M
427,168
+17%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.9M
811,839
+2%
清仓
IDV
ISHARES TR
-$1.8M
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.8M
264,457
+24%
增持
AMZN
AMAZON COM INC
+$1.6M
81,035
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.6M
2,934,944
-4%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.3M
268,849
+24%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
14,933
+16%
减持
SPY
SPDR S&P 500 ETF TR
+$933.3K
26,132
-1%
增持
DFEV
DIMENSIONAL ETF TRUST
+$840.6K
181,268
+21%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$790.0K
133,884
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$771.1K
54,219
+137%
减持
DFAC
DIMENSIONAL ETF TRUST
+$574.8K
3,593,700
-4%
减持
DHR
DANAHER CORPORATION
-$463.2K
3,582
-30%
减持
DFAT
DIMENSIONAL ETF TRUST
+$450.3K
1,158,608
-0%
增持
DFAR
DIMENSIONAL ETF TRUST
+$448.6K
55,278
+58%
增持
CSCO
CISCO SYS INC
+$443.1K
94,391
+0%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$432.0K
1,371
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$410.6K
0
-100%
增持
DLS
WISDOMTREE TR
+$403.1K
94,228
+2%
建仓
SHOP
SHOPIFY INC
+$388.9K
8,113
建仓
DFGR
DIMENSIONAL ETF TRUST
+$374.7K
15,262
清仓
SGOV
ISHARES TR
-$373.9K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$355.5K
18,493
+0%
增持
DTH
WISDOMTREE TR
+$329.7K
117,642
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$320.7K
71,559
+13%
增持
SCHO
SCHWAB STRATEGIC TR
+$310.4K
11,669
+117%
增持
IEFA
ISHARES TR
+$310.2K
30,514
+9%
清仓
—
LINDE PLC
-$308.2K
0
-100%
建仓
WPC
WP CAREY INC
+$299.5K
3,867
建仓
VUSB
VANGUARD BD INDEX FDS
+$295.4K
6,000
增持
NVDA
NVIDIA CORPORATION
+$291.3K
2,187
+1%
减持
IWF
ISHARES TR
+$288.6K
10,199
-1%
清仓
CHWY
CHEWY INC
-$286.4K
0
-100%
建仓
RWO
SPDR INDEX SHS FDS
+$269.3K
6,542
增持
DEM
WISDOMTREE TR
+$262.4K
40,661
+13%
减持
CVX
CHEVRON CORP NEW
-$262.1K
15,901
-0%
建仓
FTNT
FORTINET INC
+$259.9K
3,910
增持
JNJ
JOHNSON & JOHNSON
-$249.0K
13,616
+2%
减持
PFE
PFIZER INC
-$235.6K
20,311
-2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$235.1K
30,391
+28%
增持
IWB
ISHARES TR
+$233.9K
15,687
+0%
增持
DES
WISDOMTREE TR
+$232.0K
106,391
+8%
减持
WY
WEYERHAEUSER CO MTN BE
-$228.9K
30,165
-18%
增持
VUG
VANGUARD INDEX FDS
+$225.0K
6,182
+0%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$215.2K
5,535
清仓
BKH
BLACK HILLS CORP
-$207.5K
0
-100%
清仓
JETS
ETF SER SOLUTIONS
-$205.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$204.2K
0
-100%
建仓
STIP
ISHARES TR
+$204.0K
2,056
建仓
AVIV
AMERICAN CENTY ETF TR
+$203.7K
4,226
增持
VGT
VANGUARD WORLD FDS
+$194.2K
2,935
+0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$191.2K
34,107
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$189.9K
1,325,551
+0%
减持
IJS
ISHARES TR
+$185.8K
87,246
-0%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$184.6K
25,418
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$184.0K
17,465
-11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$171.4K
52,400
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$170.6K
52,723
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$166.8K
49,661
+5%
增持
IVW
ISHARES TR
+$162.5K
30,059
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$142.6K
17,086
+4%
增持
DHS
WISDOMTREE TR
-$134.9K
98,979
+3%
减持
DVY
ISHARES TR
-$131.5K
15,997
-4%
减持
SQ
BLOCK INC
+$129.3K
22,536
-0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$124.5K
68,222
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$121.4K
3,632
+1%
清仓
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$113.2K
0
-100%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$113.0K
32,019
+0%
增持
VV
VANGUARD INDEX FDS
+$109.3K
8,320
+0%
增持
EEM
ISHARES TR
+$105.2K
24,053
+8%
增持
EFV
ISHARES TR
+$100.8K
10,030
+19%
减持
IWM
ISHARES TR
-$99.5K
7,384
-9%
增持
AVUS
AMERICAN CENTY ETF TR
+$93.0K
7,395
+17%
清仓
XEADX
ALLSPRING INCOME OPPORTUNIT
-$88.0K
0
-100%
增持
VDE
VANGUARD WORLD FDS
-$84.1K
12,009
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$82.0K
25,152
+0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$74.6K
18,377
+10%
增持
LLY
LILLY ELI & CO
+$73.7K
971
+37%
增持
AXP
AMERICAN EXPRESS CO
+$72.2K
4,191
+0%
增持
CMF
ISHARES TR
+$71.4K
50,404
+0%
增持
V
VISA INC
+$68.7K
3,618
+1%
增持
SCZ
ISHARES TR
+$68.4K
20,858
+0%
增持
VFH
VANGUARD WORLD FDS
-$67.3K
13,916
+0%
增持
OKE
ONEOK INC NEW
-$64.0K
30,588
+0%
减持
BA
BOEING CO
+$62.6K
4,378
-69%
增持
NOW
SERVICENOW INC
+$61.4K
744
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$59.9K
9,299
+13%
减持
WMT
WALMART INC
-$59.8K
4,425
-12%
减持
ORCL
ORACLE CORP
-$58.6K
4,057
-24%
增持
INTC
INTEL CORP
+$55.7K
8,824
+0%
减持
MO
ALTRIA GROUP INC
-$53.8K
11,691
-7%
增持
BSV
VANGUARD BD INDEX FDS
+$50.1K
23,230
+1%
增持
VNQ
VANGUARD INDEX FDS
+$49.3K
48,225
+1%
减持
DIS
DISNEY WALT CO
+$48.1K
4,020
-1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$45.7K
10,115
+16%
增持
IJR
ISHARES TR
+$45.6K
21,604
+0%
增持
DGS
WISDOMTREE TR
+$43.8K
24,067
+0%
增持
IWC
ISHARES TR
-$43.6K
13,452
+0%
增持
HE
HAWAIIAN ELEC INDUSTRIES
-$42.8K
13,957
+1%
增持
COST
COSTCO WHSL CORP NEW
+$42.8K
902
+2%
减持
MCD
MCDONALDS CORP
+$42.3K
3,155
-1%
增持
T
AT&T INC
+$41.4K
19,883
+7%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$40.9K
3,113
+0%
减持
IVV
ISHARES TR
-$40.7K
6,492
-8%
增持
SCHK
SCHWAB STRATEGIC TR
+$39.9K
15,173
+0%
增持
VB
VANGUARD INDEX FDS
+$39.3K
6,213
+0%
建仓
PBI
PITNEY BOWES INC
+$39.3K
10,102
增持
VPU
VANGUARD WORLD FDS
+$37.6K
3,960
+11%
增持
IVE
ISHARES TR
+$37.5K
5,555
+0%
增持
VBK
VANGUARD INDEX FDS
+$37.2K
2,326
+0%
增持
HD
HOME DEPOT INC
-$37.1K
1,801
+0%
增持
JPM
JPMORGAN CHASE & CO
-$36.4K
9,974
+0%
增持
SCHD
SCHWAB STRATEGIC TR
-$35.9K
15,925
+0%
增持
MMM
3M CO
-$34.6K
3,195
+3%
增持
PM
PHILIP MORRIS INTL INC
-$34.0K
9,516
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$33.9K
22,888
-9%
增持
AMGN
AMGEN INC
-$33.7K
1,639
+0%
增持
VTV
VANGUARD INDEX FDS
-$30.7K
16,655
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$30.7K
20,827
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$30.3K
1,773
+0%
减持
ALRM
ALARM COM HLDGS INC
+$29.7K
55,675
-1%
增持
—
SIRIUS XM HOLDINGS INC
-$27.9K
14,976
+0%
增持
IYY
ISHARES TR
+$23.0K
3,317
+0%
增持
CL
COLGATE PALMOLIVE CO
-$22.8K
8,550
+1%
增持
IEMG
ISHARES INC
+$22.8K
9,726
+1%
增持
XLU
SELECT SECTOR SPDR TR
-$22.5K
9,126
+0%
增持
PCAR
PACCAR INC
+$22.4K
3,100
+50%
增持
MUB
ISHARES TR
+$19.9K
8,378
+0%
减持
DOL
WISDOMTREE TR
-$19.8K
14,447
-8%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$18.2K
4,305
+0%
增持
BIV
VANGUARD BD INDEX FDS
+$17.3K
7,090
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$16.3K
4,801
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$16.1K
1,731
+0%
