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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 89
减持 40
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$12.2M
427,084
-0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$11.6M
3,799,350
+6%
减持
METV
LISTED FD TR
+$9.0M
150,329
-7%
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。
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$4.2M
6,904,810
-0%
增持
GOOGL
ALPHABET INC
+$4.0M
217,333
+3%
增持
GOOG
ALPHABET INC
+$3.8M
214,215
+1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.2M
385,607
+43%
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.2M
951,758
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$3.0M
558,416
+31%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.4M
1,020,374
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.4M
824,346
+2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.4M
479,540
+25%
减持
VTI
VANGUARD INDEX FDS
+$2.3M
159,296
-1%
增持
AMZN
AMAZON COM INC
+$2.3M
81,475
+1%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.9M
634,393
+16%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.8M
328,123
+24%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.8M
1,150,462
-1%
增持
MSFT
MICROSOFT CORP
+$1.7M
31,774
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
17,958
+20%
减持
TSLA
TESLA INC
-$1.6M
27,251
-35%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.5M
113,188
+109%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.4M
230,446
+27%
增持
IWB
ISHARES TR
+$1.2M
19,557
+25%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$1.1M
22,701
增持
IWD
ISHARES TR
+$1.0M
15,630
+63%
增持
DFGR
DIMENSIONAL ETF TRUST
+$925.4K
53,306
+249%
增持
EFA
ISHARES TR
+$795.9K
34,907
+44%
增持
DFEM
DIMENSIONAL ETF TRUST
+$702.2K
277,386
+10%
减持
DFUV
DIMENSIONAL ETF TRUST
+$681.5K
1,306,113
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$655.0K
133,887
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$649.1K
25,598
-2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$644.1K
85,131
+54%
减持
DFAX
DIMENSIONAL ETF TRUST
-$636.8K
2,876,149
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$533.8K
22,587
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$523.6K
11,056
-52%
增持
NVDA
NVIDIA CORPORATION
+$508.9K
2,639
+21%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$496.3K
41,736
+22%
减持
SCHA
SCHWAB STRATEGIC TR
-$488.9K
8,775
-58%
增持
—
ACCENTURE PLC IRELAND
+$482.8K
18,693
+1%
减持
DHS
WISDOMTREE TR
-$470.9K
96,419
-3%
增持
VNQ
VANGUARD INDEX FDS
+$466.7K
53,511
+11%
建仓
SCHV
SCHWAB STRATEGIC TR
+$434.9K
6,483
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$433.9K
37,370
+17%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$425.4K
21,282
-16%
增持
AGG
ISHARES TR
+$424.9K
7,728
+132%
增持
SCHO
SCHWAB STRATEGIC TR
+$419.6K
20,577
+76%
增持
XLK
SELECT SECTOR SPDR TR
+$403.6K
17,491
+0%
建仓
HYG
ISHARES TR
+$403.1K
5,370
增持
AMD
ADVANCED MICRO DEVICES INC
+$380.0K
12,801
+16%
增持
IWM
ISHARES TR
+$360.3K
8,958
+21%
增持
IWN
ISHARES TR
+$360.0K
6,426
+62%
增持
IJS
ISHARES TR
+$354.2K
89,595
+3%
增持
EEM
ISHARES TR
+$343.3K
32,670
+36%
建仓
AVGE
AMERICAN CENTY ETF TR
+$326.7K
5,443
增持
IWF
ISHARES TR
+$317.2K
10,208
+0%
建仓
TLT
ISHARES TR
+$313.2K
3,043
增持
AVDE
AMERICAN CENTY ETF TR
+$279.0K
16,338
+41%
建仓
SCHG
SCHWAB STRATEGIC TR
+$276.1K
3,684
增持
APPN
APPIAN CORP
+$273.3K
29,620
+16%
建仓
IEI
ISHARES TR
+$261.4K
2,268
增持
—
TILRAY BRANDS INC
-$254.6K
262,981
+0%
建仓
SCHR
SCHWAB STRATEGIC TR
+$254.2K
5,158
增持
PYPL
PAYPAL HLDGS INC
+$242.2K
7,426
+123%
减持
DLS
WISDOMTREE TR
-$238.9K
92,555
-2%
建仓
CRM
SALESFORCE INC
+$235.8K
1,116
增持
LLY
LILLY ELI & CO
+$234.4K
1,211
+25%
建仓
CVLT
COMMVAULT SYS INC
+$225.1K
3,100
建仓
AVUV
AMERICAN CENTY ETF TR
+$219.8K
2,832
建仓
DEHP
DIMENSIONAL ETF TRUST
+$216.3K
9,112
清仓
VZ
VERIZON COMMUNICATIONS INC
-$215.2K
0
-100%
增持
—
VMWARE INC
+$214.6K
11,224
+0%
减持
IVV
ISHARES TR
+$209.1K
6,457
-1%
建仓
FDX
FEDEX CORP
+$205.5K
829
建仓
SPYX
SPDR SER TR
+$204.3K
5,648
减持
SCHD
SCHWAB STRATEGIC TR
-$204.0K
13,235
-17%
建仓
WM
WASTE MGMT INC DEL
+$202.1K
1,165
清仓
KO
COCA COLA CO
-$200.7K
0
-100%
减持
—
ABRDN ASIA PACIFIC INCOME FU
-$199.5K
727,282
-11%
减持
DFAE
DIMENSIONAL ETF TRUST
-$178.8K
59,321
-13%
减持
—
BROOKFIELD RENEWABLE CORP
-$175.8K
12,626
-23%
增持
JNJ
JOHNSON & JOHNSON
+$171.6K
13,788
+1%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$169.1K
4,986
-38%
增持
SHOP
SHOPIFY INC
+$168.7K
8,631
+6%
增持
VBR
VANGUARD INDEX FDS
+$164.7K
9,564
+7%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$159.3K
1,370
+3%
增持
IEP
ICAHN ENTERPRISES LP
-$148.8K
8,577
+11%
增持
VBK
VANGUARD INDEX FDS
+$142.3K
2,811
+21%
增持
SCHE
SCHWAB STRATEGIC TR
+$142.1K
29,204
+24%
减持
DES
WISDOMTREE TR
-$138.6K
100,726
-5%
增持
VV
VANGUARD INDEX FDS
+$137.3K
8,344
+0%
建仓
PLUG
PLUG POWER INC
+$132.5K
12,753
增持
ORCL
ORACLE CORP
+$130.7K
4,263
+5%
减持
DOL
WISDOMTREE TR
-$119.0K
11,781
-18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$118.6K
16,930
-1%
增持
MUB
ISHARES TR
+$112.0K
9,507
+13%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$108.4K
1,923
+8%
减持
VTV
VANGUARD INDEX FDS
-$107.8K
15,429
-7%
建仓
NNY
NUVEEN N Y MUN VALUE FD
+$97.2K
11,500
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$96.9K
5,246
+33%
减持
VGT
VANGUARD WORLD FDS
-$96.1K
2,341
-20%
增持
IGV
ISHARES TR
+$96.0K
2,255
+0%
减持
PFE
PFIZER INC
-$94.3K
20,022
-1%
增持
—
TEMPLETON GLOBAL INCOME FD
-$89.0K
386,819
+1%
建仓
SMR
NUSCALE PWR CORP
+$88.5K
13,014
减持
WY
WEYERHAEUSER CO MTN BE
+$86.8K
29,712
-2%
增持
CVX
CHEVRON CORP NEW
-$86.7K
15,937
+0%
减持
NFLX
NETFLIX INC
+$86.7K
949
-1%
增持
SNOW
SNOWFLAKE INC
+$86.6K
2,214
+13%
增持
DFAU
DIMENSIONAL ETF TRUST
+$84.7K
30,946
+2%
增持
MCD
MCDONALDS CORP
+$84.0K
3,238
+3%
增持
CORT
CORCEPT THERAPEUTICS INC
+$80.2K
42,350
+6%
增持
IJR
ISHARES TR
+$78.8K
21,756
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$78.0K
53,174
+1%
减持
WDAY
WORKDAY INC
-$77.2K
1,563
-25%
增持
BIV
VANGUARD BD INDEX FDS
+$74.8K
8,226
+16%
增持
PEP
PEPSICO INC
+$72.9K
1,944
+23%
减持
QCOM
QUALCOMM INC
-$68.9K
6,682
-1%
增持
DTH
WISDOMTREE TR
-$68.7K
118,044
+0%
减持
T
AT&T INC
-$67.8K
19,746
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$67.2K
3,852
+6%
增持
IWC
ISHARES TR
+$65.4K
13,461
+0%
减持
VB
VANGUARD INDEX FDS
-$63.6K
5,602
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$63.5K
52,630
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$62.8K
22,681
-2%
增持
DVY
ISHARES TR
-$61.4K
16,002
+0%
减持
VHT
VANGUARD WORLD FDS
-$57.8K
824
-24%
减持
KMI
KINDER MORGAN INC DEL
-$55.6K
26,663
-9%
减持
IVW
ISHARES TR
+$54.9K
28,027
-7%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$54.2K
11,418
增持
AVUS
AMERICAN CENTY ETF TR
+$54.2K
7,693
+4%
增持
IVE
ISHARES TR
+$52.7K
5,557
+0%
增持
ITOT
ISHARES TR
+$50.8K
3,800
+7%
增持
SCHK
SCHWAB STRATEGIC TR
+$49.3K
15,177
+0%
增持
WMT
WALMART INC
+$47.4K
4,453
+1%
增持
SQ
BLOCK INC
-$45.5K
22,556
+0%
增持
BA
BOEING CO
+$45.0K
4,688
+7%
增持
MRK
MERCK & CO INC
+$44.8K
4,833
+0%
增持
V
VISA INC
+$43.6K
3,619
+0%
增持
—
EXXON MOBIL CORP
-$43.2K
24,394
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$41.7K
71,921
+1%
增持
IJH
ISHARES TR
+$41.7K
3,235
+1%
减持
GSG
ISHARES S&P GSCI COMMODITY-
-$41.6K
59,192
-0%
增持
INTC
INTEL CORP
+$40.4K
9,831
+11%
增持
SCHC
SCHWAB STRATEGIC TR
+$39.3K
9,146
+14%
增持
AXP
AMERICAN EXPRESS CO
+$39.0K
4,193
+0%
减持
IWV
ISHARES TR
-$36.6K
1,490
-16%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$35.6K
4,319
+0%
增持
WPC
WP CAREY INC
-$33.2K
3,942
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$33.1K
50,134
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$33.0K
35,327
+0%
