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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 21
增持 72
减持 49
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$12.9M
3,917,435
+1%
建仓
VTEB
VANGUARD MUN BD FDS
+$10.3M
202,233
减持
AAPL
APPLE INC
+$8.8M
425,802
-0%
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
DFAS
DIMENSIONAL ETF TRUST
+$8.6M
892,177
+5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$7.8M
1,159,770
+0%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$7.4M
6,403,239
-3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$5.5M
2,871,582
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.3M
966,670
+0%
减持
METV
LISTED FD TR
-$4.7M
114,833
-23%
增持
DFIS
DIMENSIONAL ETF TRUST
+$4.6M
835,594
+18%
增持
DFSV
DIMENSIONAL ETF TRUST
+$4.6M
561,550
+21%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.4M
1,309,624
+0%
增持
DISV
DIMENSIONAL ETF TRUST
+$4.2M
758,684
+18%
增持
VTI
VANGUARD INDEX FDS
+$4.1M
161,065
+0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.9M
1,123,082
+6%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.9M
614,432
+12%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.8M
427,375
+19%
增持
—
SCHWAB CHARLES FAMILY FD
+$2.5M
3,538,960
+253%
增持
VOO
VANGUARD INDEX FDS
+$2.4M
22,960
+18%
增持
AMZN
AMAZON COM INC
+$2.3M
87,501
+1%
增持
ALRM
ALARM COM HLDGS INC
+$2.1M
216,125
+11%
增持
MSFT
MICROSOFT CORP
+$1.9M
30,821
+1%
减持
GOOGL
ALPHABET INC
+$1.9M
216,519
-0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.9M
161,465
+57%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.8M
203,273
+37%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.8M
336,282
+19%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.7M
362,364
+15%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.5M
72,285
+69%
增持
BND
VANGUARD BD INDEX FDS
+$1.4M
27,145
+230%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.3M
133,897
+0%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$1.3M
21,201
减持
GOOG
ALPHABET INC
+$1.2M
207,321
-2%
减持
IJS
ISHARES TR
+$1.2M
86,986
-0%
增持
VNQ
VANGUARD INDEX FDS
+$1.2M
55,977
+12%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
25,438
-1%
增持
VXUS
VANGUARD STAR FDS
+$1.0M
37,159
+77%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.0M
37,912
+112%
减持
—
TEMPLETON GLOBAL INCOME FD
-$899.4K
159,417
-59%
增持
DFAR
DIMENSIONAL ETF TRUST
+$727.5K
130,553
+14%
建仓
MDB
MONGODB INC
+$689.7K
1,687
减持
—
EXXON MOBIL CORP
-$687.5K
23,437
-9%
增持
AVGE
AMERICAN CENTY ETF TR
+$654.4K
17,333
+118%
增持
IWB
ISHARES TR
+$583.8K
19,743
+1%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$572.6K
20,976
减持
DLS
WISDOMTREE TR
+$556.3K
91,302
-0%
减持
APPN
APPIAN CORP
-$549.3K
21,286
-28%
清仓
AVMU
AMERICAN CENTY ETF TR
-$545.3K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$504.5K
53,228
+1%
建仓
VTES
VANGUARD WELLINGTON FD
+$496.9K
4,900
减持
XLK
SELECT SECTOR SPDR TR
+$481.5K
17,377
-1%
减持
CSCO
CISCO SYS INC
-$478.8K
91,890
-4%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$422.0K
0
-100%
增持
DES
WISDOMTREE TR
+$387.5K
96,828
+0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$371.8K
48,172
+29%
建仓
FCX
FREEPORT-MCMORAN INC
+$355.9K
8,361
清仓
JXI
ISHARES TR
-$352.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$336.8K
4,760
+2%
减持
IWF
ISHARES TR
+$334.7K
10,059
-1%
减持
IDU
ISHARES TR
-$318.2K
4,876
-49%
增持
VUG
VANGUARD INDEX FDS
+$313.0K
5,752
+6%
减持
IVV
ISHARES TR
+$313.0K
7,854
-2%
增持
CVX
CHEVRON CORP NEW
-$299.0K
17,480
+1%
减持
IJR
ISHARES TR
+$295.2K
21,707
-0%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$290.7K
7,167
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$284.5K
18,600
+0%
增持
VBR
VANGUARD INDEX FDS
+$282.6K
10,046
+5%
减持
DTH
WISDOMTREE TR
+$275.4K
109,848
-1%
建仓
TTD
THE TRADE DESK INC
+$275.0K
3,822
建仓
AVGV
AMERICAN CENTY ETF TR
+$256.3K
4,567
减持
OKE
ONEOK INC NEW
+$234.5K
34,660
-0%
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$233.7K
10,096
建仓
VZ
VERIZON COMMUNICATIONS INC
+$233.6K
6,195
清仓
FTNT
FORTINET INC
-$229.4K
0
-100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$228.7K
21,688
+2%
减持
EFA
ISHARES TR
+$228.7K
35,626
-0%
减持
TSLA
TESLA INC
-$227.7K
22,988
-3%
建仓
NEE
NEXTERA ENERGY INC
+$221.8K
3,652
减持
DHS
WISDOMTREE TR
-$219.8K
88,023
-8%
建仓
SPYX
SPDR SER TR
+$219.2K
5,648
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$218.2K
3,546
增持
IWC
ISHARES TR
+$217.6K
13,487
+0%
增持
IWD
ISHARES TR
+$210.3K
15,632
+0%
建仓
ILCG
ISHARES TR
+$210.2K
3,100
建仓
AVSD
AMERICAN CENTY ETF TR
+$208.9K
3,877
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$208.8K
0
-100%
建仓
IUSV
ISHARES TR
+$206.8K
2,452
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$204.7K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$204.7K
16,577
+1%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$202.9K
2,496
建仓
STIP
ISHARES TR
+$202.7K
2,056
建仓
DFSD
DIMENSIONAL ETF TRUST
+$202.3K
4,304
清仓
MMM
3M CO
-$201.7K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$200.1K
2,200
增持
VV
VANGUARD INDEX FDS
+$193.9K
8,396
+0%
增持
IVW
ISHARES TR
+$187.7K
28,033
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$186.5K
16,612
+48%
减持
KMI
KINDER MORGAN INC DEL
-$186.2K
13,641
-47%
增持
VBK
VANGUARD INDEX FDS
+$179.8K
2,570
+25%
减持
IWM
ISHARES TR
+$177.8K
8,759
-2%
增持
VFH
VANGUARD WORLD FDS
+$166.4K
13,920
+0%
增持
AXP
AMERICAN EXPRESS CO
+$160.2K
4,195
+0%
减持
PFE
PFIZER INC
-$154.0K
16,048
-14%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$153.8K
51,274
-3%
减持
DVY
ISHARES TR
+$152.6K
16,272
-0%
增持
DEHP
DIMENSIONAL ETF TRUST
+$150.9K
22,685
+29%
增持
VB
VANGUARD INDEX FDS
+$139.0K
5,620
+0%
清仓
—
TRONOX HOLDINGS PLC
-$134.4K
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$131.8K
9,315
-12%
减持
SCHX
SCHWAB STRATEGIC TR
+$130.2K
23,257
-0%
增持
WY
WEYERHAEUSER CO MTN BE
+$127.0K
30,594
+0%
减持
INTC
INTEL CORP
+$125.7K
9,509
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$122.8K
35,811
+1%
增持
IVE
ISHARES TR
+$112.3K
5,562
+0%
减持
TIP
ISHARES TR
-$111.6K
3,648
-25%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$110.2K
67,937
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$108.9K
7,298
+33%
增持
MCD
MCDONALDS CORP
+$105.4K
3,164
+0%
增持
SON
SONOCO PRODS CO
+$102.9K
3,428
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$100.9K
1,932
+0%
减持
JPM
JPMORGAN CHASE & CO
-$98.1K
7,096
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$97.8K
21,387
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$96.7K
45,412
+1%
增持
VDE
VANGUARD WORLD FDS
-$95.4K
12,191
+1%
减持
V
VISA INC
-$94.1K
2,483
-23%
减持
XLI
SELECT SECTOR SPDR TR
+$93.9K
8,053
-1%
增持
VO
VANGUARD INDEX FDS
+$92.4K
3,762
+0%
减持
WMT
WALMART INC
-$92.3K
4,218
-11%
减持
DFAE
DIMENSIONAL ETF TRUST
+$91.4K
60,267
-0%
增持
O
REALTY INCOME CORP
+$91.3K
5,535
+22%
增持
IJH
ISHARES TR
+$90.6K
3,255
+0%
增持
LLY
ELI LILLY & CO
+$88.7K
1,279
+5%
减持
DFAU
DIMENSIONAL ETF TRUST
+$87.5K
30,378
-1%
减持
DEM
WISDOMTREE TR
+$86.6K
36,804
-2%
减持
NOW
SERVICENOW INC
+$86.4K
711
-4%
增持
DGS
WISDOMTREE TR
+$85.1K
22,683
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$82.8K
10,059
+20%
增持
AVUS
AMERICAN CENTY ETF TR
+$81.8K
8,290
+2%
增持
AVDE
AMERICAN CENTY ETF TR
+$81.2K
16,311
+0%
减持
QCOM
QUALCOMM INC
-$79.7K
4,964
-31%
增持
CL
COLGATE PALMOLIVE CO
+$74.0K
8,566
+0%
减持
CRM
SALESFORCE INC
+$73.9K
1,526
-6%
减持
VGT
VANGUARD WORLD FDS
+$73.7K
2,200
-8%
减持
TLT
ISHARES TR
+$72.6K
8,088
-1%
减持
SNOW
SNOWFLAKE INC
+$72.5K
2,064
-7%
增持
VXF
VANGUARD INDEX FDS
+$71.1K
2,012
+11%
减持
KMB
KIMBERLY-CLARK CORP
-$69.4K
1,819
-24%
减持
SCHK
SCHWAB STRATEGIC TR
+$65.5K
15,034
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$65.1K
11,078
+0%
减持
CORT
CORCEPT THERAPEUTICS INC
+$61.3K
31,004
-11%
增持
DIS
DISNEY WALT CO
+$55.4K
4,510
+4%
