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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 15
增持 65
减持 53
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$9.7M
427,301
+0%
增持
ALRM
ALARM COM HLDGS INC
+$9.0M
194,525
+249%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$8.4M
6,607,589
-4%
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。
清仓
CMF
ISHARES TR
-$2.9M
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.4M
2,871,022
-0%
减持
GOOGL
ALPHABET INC
+$2.3M
216,679
-0%
增持
DISV
DIMENSIONAL ETF TRUST
+$2.1M
645,102
+16%
减持
GOOG
ALPHABET INC
+$2.1M
212,495
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.9M
464,351
+20%
清仓
—
VMWARE INC
-$1.6M
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
-$1.5M
3,879,375
+2%
减持
TSLA
TESLA INC
-$1.2M
23,738
-13%
减持
MSFT
MICROSOFT CORP
-$1.1M
30,628
-4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.1M
547,221
+14%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.1M
1,062,473
+4%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.1M
283,379
+23%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.1M
709,074
+12%
增持
DFUS
DIMENSIONAL ETF TRUST
-$1.0M
962,905
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.0M
103,091
+93%
建仓
—
SCHWAB CHARLES FAMILY FD
+$1.0M
1,003,843
增持
VTI
VANGUARD INDEX FDS
-$999.9K
160,491
+1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$906.5K
42,775
+88%
增持
NVDA
NVIDIA CORPORATION
+$904.2K
4,645
+76%
增持
DFLV
DIMENSIONAL ETF TRUST
+$808.6K
148,473
+31%
减持
IJS
ISHARES TR
-$738.2K
87,216
-3%
减持
VNQ
VANGUARD INDEX FDS
-$676.2K
50,161
-6%
减持
DFUV
DIMENSIONAL ETF TRUST
-$675.6K
1,304,681
-0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$651.8K
314,153
+13%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$647.5K
17,912
+257%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$582.2K
34,403
-18%
增持
DFAS
DIMENSIONAL ETF TRUST
-$571.9K
849,729
+3%
增持
IVV
ISHARES TR
+$560.5K
8,007
+24%
建仓
—
WW INTL INC
+$557.5K
2,668
增持
VT
VANGUARD INTL EQUITY INDEX F
-$508.1K
133,893
+0%
减持
SQ
BLOCK INC
-$504.1K
22,536
-0%
建仓
SPDW
SPDR INDEX SHS FDS
+$490.6K
15,821
增持
VO
VANGUARD INDEX FDS
+$462.4K
3,759
+158%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$455.8K
32,142
-14%
增持
DFAI
DIMENSIONAL ETF TRUST
+$447.3K
360,461
+10%
减持
MUB
ISHARES TR
-$440.2K
5,602
-41%
减持
AGG
ISHARES TR
-$434.4K
3,430
-56%
增持
DFAT
DIMENSIONAL ETF TRUST
-$430.5K
1,158,665
+1%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$422.0K
25,000
增持
AMZN
AMAZON COM INC
+$420.0K
86,855
+7%
增持
—
EXXON MOBIL CORP
+$414.5K
25,776
+6%
增持
TLT
ISHARES TR
+$413.9K
8,199
+169%
增持
DIHP
DIMENSIONAL ETF TRUST
+$413.8K
37,270
+103%
增持
DFAR
DIMENSIONAL ETF TRUST
+$409.2K
114,818
+35%
清仓
HYG
ISHARES TR
-$403.1K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$398.6K
17,236
+8%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$396.9K
0
-100%
减持
EEM
ISHARES TR
-$379.5K
24,055
-26%
减持
DTH
WISDOMTREE TR
-$363.8K
110,422
-6%
增持
SPY
SPDR S&P 500 ETF TR
-$355.1K
25,714
+0%
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$320.6K
14,748
增持
VOO
VANGUARD INDEX FDS
+$317.6K
19,434
+8%
清仓
SCHC
SCHWAB STRATEGIC TR
-$308.9K
0
-100%
建仓
WELL
WELLTOWER INC
+$305.4K
3,728
建仓
MAA
MID-AMER APT CMNTYS INC
+$299.8K
2,330
建仓
XLE
SELECT SECTOR SPDR TR
+$290.8K
3,217
增持
IEMG
ISHARES INC
+$285.5K
16,121
+65%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$280.6K
5,056
+31%
清仓
SCHG
SCHWAB STRATEGIC TR
-$276.1K
0
-100%
建仓
MLPA
GLOBAL X FDS
+$275.8K
6,185
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$269.7K
45,134
-10%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$269.2K
0
-100%
清仓
IEI
ISHARES TR
-$261.4K
0
-100%
清仓
IEP
ICAHN ENTERPRISES LP
-$249.0K
0
-100%
增持
OKE
ONEOK INC NEW
+$239.6K
34,673
+9%
减持
DLS
WISDOMTREE TR
-$230.5K
91,750
-1%
建仓
O
REALTY INCOME CORP
+$226.5K
4,535
建仓
VOT
VANGUARD INDEX FDS
+$223.9K
1,150
建仓
BMVP
INVESCO EXCHANGE TRADED FD T
+$221.5K
6,021
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$221.1K
795
-33%
减持
DHS
WISDOMTREE TR
-$218.6K
95,484
-1%
减持
—
TILRAY BRANDS INC
+$217.8K
262,798
-0%
清仓
NKE
NIKE INC
-$212.4K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$209.0K
18,102
-3%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$208.8K
8,700
增持
HE
HAWAIIAN ELEC INDUSTRIES
-$208.8K
24,445
+74%
增持
CSCO
CISCO SYS INC
+$206.9K
95,258
+0%
清仓
ED
CONSOLIDATED EDISON INC
-$206.1K
0
-100%
建仓
AES
AES CORP
+$205.2K
13,500
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$204.7K
851
清仓
SPYX
SPDR SER TR
-$204.3K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$204.1K
2,062
-27%
减持
VYM
VANGUARD WHITEHALL FDS
-$202.9K
52,626
-1%
清仓
WM
WASTE MGMT INC DEL
-$202.1K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$201.7K
0
-100%
清仓
STIP
ISHARES TR
-$200.7K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$184.1K
25,251
+11%
增持
DEHP
DIMENSIONAL ETF TRUST
+$182.9K
17,625
+93%
减持
SCHV
SCHWAB STRATEGIC TR
-$178.2K
3,983
-39%
减持
XLK
SELECT SECTOR SPDR TR
-$177.6K
17,466
-0%
减持
DES
WISDOMTREE TR
-$172.5K
96,717
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$172.3K
21,496
-5%
减持
VDE
VANGUARD WORLD FDS
+$163.9K
12,034
-0%
增持
—
ABRDN ASIA PACIFIC INCOME FU
-$158.5K
736,806
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$153.6K
23,628
-19%
减持
BA
BOEING CO
-$153.3K
4,278
-9%
增持
AVGE
AMERICAN CENTY ETF TR
+$141.4K
7,959
+46%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$135.0K
18,567
+10%
减持
MCD
MCDONALDS CORP
-$133.6K
3,161
-2%
清仓
PLUG
PLUG POWER INC
-$132.5K
0
-100%
减持
DEM
WISDOMTREE TR
-$129.5K
37,636
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$128.2K
52,659
+0%
减持
IWC
ISHARES TR
-$123.9K
13,460
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$120.4K
11,880
-10%
减持
PYPL
PAYPAL HLDGS INC
-$119.8K
6,428
-13%
减持
V
VISA INC
-$118.9K
3,219
-11%
减持
PFE
PFIZER INC
-$118.4K
18,571
-7%
增持
JNJ
JOHNSON & JOHNSON
-$117.1K
13,901
+1%
增持
IJR
ISHARES TR
-$113.4K
21,781
+0%
减持
MMM
3M CO
-$113.0K
2,155
-31%
减持
NFLX
NETFLIX INC
-$108.8K
819
-14%
增持
AXP
AMERICAN EXPRESS CO
-$104.7K
4,194
+0%
减持
BIV
VANGUARD BD INDEX FDS
-$103.1K
7,132
-13%
增持
—
TEMPLETON GLOBAL INCOME FD
-$97.9K
389,524
+1%
减持
IWM
ISHARES TR
-$97.3K
8,941
-0%
清仓
NNY
NUVEEN N Y MUN VALUE FD
-$97.2K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$94.9K
18,668
-9%
减持
IWF
ISHARES TR
-$94.3K
10,206
-0%
增持
CRM
SALESFORCE INC
+$91.9K
1,616
+45%
增持
WDAY
WORKDAY INC
+$90.2K
2,063
+32%
增持
LLY
ELI LILLY & CO
+$89.0K
1,223
+1%
增持
—
BROOKFIELD RENEWABLE CORP
-$86.7K
13,001
+3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$85.3K
21,337
+0%
减持
METV
LISTED FD TR
+$83.9K
149,954
-0%
减持
XLU
SELECT SECTOR SPDR TR
-$83.4K
9,149
-4%
增持
VTV
VANGUARD INDEX FDS
+$81.2K
16,484
+7%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$79.9K
17,685
-7%
增持
EFA
ISHARES TR
-$75.0K
35,632
+2%
减持
AMGN
AMGEN INC
+$73.9K
1,631
-1%
减持
GSG
ISHARES S&P GSCI COMMODITY-
+$71.1K
54,411
-8%
增持
SCZ
ISHARES TR
+$66.9K
22,969
+10%
减持
VXUS
VANGUARD STAR FDS
-$64.7K
20,938
-1%
减持
DIS
DISNEY WALT CO
-$63.0K
4,341
-7%
增持
ABBV
ABBVIE INC
+$61.9K
3,868
+1%
减持
VUG
VANGUARD INDEX FDS
-$59.9K
5,417
-0%
增持
WY
WEYERHAEUSER CO MTN BE
-$58.9K
30,553
+3%
增持
SCHF
SCHWAB STRATEGIC TR
-$58.7K
35,358
+0%
增持
DVY
ISHARES TR
-$58.3K
16,302
+2%
增持
WMT
WALMART INC
+$57.2K
4,735
+6%
减持
SCHX
SCHWAB STRATEGIC TR
-$56.2K
23,349
-1%
增持
VB
VANGUARD INDEX FDS
-$54.2K
5,606
+0%
增持
VV
VANGUARD INDEX FDS
-$53.9K
8,369
+0%
增持
BND
VANGUARD BD INDEX FDS
+$53.4K
8,215
+15%
增持
WPC
WP CAREY INC
-$52.8K
3,948
+0%
增持
ORCL
ORACLE CORP
-$51.4K
4,308
+1%
增持
CL
COLGATE PALMOLIVE CO
-$50.3K
8,561
+0%
