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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 26
增持 78
减持 31
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
METV
LISTED FD TR
+$18.3M
123,045
+7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$12.1M
3,963,787
+1%
减持
AAPL
APPLE INC
-$9.1M
424,938
-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
DFUV
DIMENSIONAL ETF TRUST
+$4.8M
1,310,254
+0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$4.5M
957,840
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$4.5M
332,084
+63%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.0M
1,158,697
+3%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$3.9M
6,122,779
-4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.9M
915,697
+3%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
28,649
+25%
增持
DISV
DIMENSIONAL ETF TRUST
+$3.4M
845,459
+11%
建仓
ABCS
EA SERIES TRUST
+$2.8M
103,240
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.8M
916,541
+10%
减持
GOOGL
ALPHABET INC
+$2.7M
216,472
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$2.7M
631,751
+13%
增持
AMZN
AMAZON COM INC
+$2.5M
87,590
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$2.2M
247,039
+22%
减持
GOOG
ALPHABET INC
+$2.2M
206,071
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$2.0M
2,836,700
-1%
增持
VTES
VANGUARD WELLINGTON FD
+$2.0M
25,091
+412%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
4,798
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.8M
465,271
+9%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.7M
649,266
+6%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.6M
1,143,992
-1%
增持
MSFT
MICROSOFT CORP
+$1.6M
31,254
+1%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$1.5M
34,864
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.5M
103,070
+43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
21,518
+1%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.3M
377,586
+12%
增持
TSLA
TESLA INC
-$1.2M
25,475
+11%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
15,000
-60%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.1M
206,109
+28%
增持
VXUS
VANGUARD STAR FDS
+$1.0M
52,898
+42%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.0M
133,898
+0%
减持
—
SCHWAB CHARLES FAMILY FD
-$889.1K
2,649,886
-25%
清仓
TLT
ISHARES TR
-$799.7K
0
-100%
建仓
USD
PROSHARES TR
+$766.6K
7,731
增持
DFEM
DIMENSIONAL ETF TRUST
+$765.4K
384,858
+6%
减持
IJS
ISHARES TR
-$724.2K
80,201
-8%
减持
VTI
VANGUARD INDEX FDS
+$644.6K
149,490
-7%
建仓
ICSH
ISHARES TR
+$641.4K
12,685
增持
VYM
VANGUARD WHITEHALL FDS
+$636.6K
54,372
+2%
增持
—
EXXON MOBIL CORP
+$627.5K
25,557
+9%
建仓
URA
GLOBAL X FDS
+$602.8K
20,908
建仓
DFAW
DIMENSIONAL ETF TRUST
+$599.8K
10,144
增持
SCHD
SCHWAB STRATEGIC TR
+$552.4K
17,882
+53%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$525.6K
79,360
+17%
建仓
SHV
ISHARES TR
+$525.4K
4,753
增持
IWB
ISHARES TR
+$512.3K
19,755
+0%
建仓
MSTR
MICROSTRATEGY INC
+$511.4K
300
增持
DFAR
DIMENSIONAL ETF TRUST
+$509.5K
155,487
+19%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$502.4K
5,594
+11%
清仓
IPAC
ISHARES TR
-$485.9K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$483.2K
18,185
+10%
清仓
DJP
BARCLAYS BANK PLC
-$480.4K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$473.8K
7,755
+175%
增持
DHS
WISDOMTREE TR
+$460.2K
88,783
+1%
清仓
ISHG
ISHARES TR
-$431.8K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$426.2K
19,691
+6%
减持
CORT
CORCEPT THERAPEUTICS INC
-$416.5K
23,444
-24%
建仓
AVSC
AMERICAN CENTY ETF TR
+$411.3K
7,855
清仓
SNOW
SNOWFLAKE INC
-$410.7K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$398.3K
30,395
+21%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$393.5K
1,200
清仓
—
BROOKFIELD RENEWABLE CORP
-$374.3K
0
-100%
减持
IEUR
ISHARES TR
-$369.8K
5,217
-57%
增持
AVDV
AMERICAN CENTY ETF TR
+$368.6K
15,178
+50%
增持
AVDE
AMERICAN CENTY ETF TR
+$362.1K
21,145
+30%
增持
VDE
VANGUARD WORLD FD
+$357.4K
13,570
+11%
建仓
SPYM
SPDR SER TR
+$352.7K
5,732
增持
IWF
ISHARES TR
+$343.2K
10,066
+0%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$341.4K
4,416
减持
OKE
ONEOK INC NEW
+$336.2K
34,552
-0%
清仓
HE
HAWAIIAN ELEC INDUSTRIES
-$332.7K
0
-100%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$322.6K
6,379
减持
FNDF
SCHWAB STRATEGIC TR
-$317.1K
15,209
-40%
增持
AVIV
AMERICAN CENTY ETF TR
+$314.9K
10,052
+126%
增持
LLY
ELI LILLY & CO
+$302.4K
1,347
+5%
减持
PM
PHILIP MORRIS INTL INC
-$302.3K
6,593
-32%
建仓
AVDS
AMERICAN CENTY ETF TR
+$300.9K
5,661
增持
INTC
INTEL CORP
+$294.9K
17,493
+84%
减持
SCHE
SCHWAB STRATEGIC TR
-$294.7K
11,804
-51%
清仓
WCLD
WISDOMTREE TR
-$294.5K
0
-100%
减持
IVV
ISHARES TR
+$287.8K
7,683
-2%
建仓
FLR
FLUOR CORP NEW
+$286.1K
5,040
清仓
TTD
THE TRADE DESK INC
-$275.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$274.5K
17,378
+0%
增持
IVW
ISHARES TR
+$261.9K
28,034
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$261.7K
566
-54%
增持
BA
BOEING CO
-$251.5K
4,378
+2%
增持
VUG
VANGUARD INDEX FDS
+$247.8K
5,915
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$245.9K
22,645
-11%
增持
DIHP
DIMENSIONAL ETF TRUST
+$245.9K
55,010
+14%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$245.4K
0
-100%
建仓
—
ARISTA NETWORKS INC
+$244.5K
843
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$233.7K
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$233.3K
4,447
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$223.2K
31,240
+5%
建仓
PANW
PALO ALTO NETWORKS INC
+$217.1K
764
增持
IWD
ISHARES TR
+$216.8K
15,633
+0%
增持
DEHP
DIMENSIONAL ETF TRUST
+$213.3K
30,755
+36%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$212.5K
851
建仓
KO
COCA COLA CO
+$212.5K
3,473
建仓
VHT
VANGUARD WORLD FD
+$212.1K
784
建仓
IMCG
ISHARES TR
+$212.0K
3,000
增持
AVGE
AMERICAN CENTY ETF TR
+$211.5K
19,106
+10%
建仓
NSC
NORFOLK SOUTHN CORP
+$211.2K
829
建仓
MELI
MERCADOLIBRE INC
+$209.8K
139
建仓
CET
CENTRAL SECS CORP
+$207.2K
4,961
清仓
DFSD
DIMENSIONAL ETF TRUST
-$202.3K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$202.2K
0
-100%
建仓
SPYG
SPDR SER TR
+$201.3K
2,752
清仓
ED
CONSOLIDATED EDISON INC
-$200.1K
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
+$193.3K
9,714
+17%
增持
VV
VANGUARD INDEX FDS
+$186.9K
8,419
+0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$186.0K
32,603
+5%
减持
VPU
VANGUARD WORLD FD
-$178.9K
2,552
-36%
清仓
GBDC
GOLUB CAP BDC INC
-$171.6K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS
-$160.6K
7,715
-39%
增持
CVX
CHEVRON CORP NEW
+$152.4K
17,496
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$149.4K
23,543
+1%
减持
MO
ALTRIA GROUP INC
-$148.8K
7,707
-36%
增持
VGT
VANGUARD WORLD FD
+$144.0K
2,305
+5%
减持
VBK
VANGUARD INDEX FDS
-$142.0K
1,839
-28%
减持
MDB
MONGODB INC
-$138.5K
1,537
-9%
减持
XLU
SELECT SECTOR SPDR TR
-$138.4K
6,763
-26%
增持
NOW
SERVICENOW INC
+$136.6K
838
+18%
增持
AVEM
AMERICAN CENTY ETF TR
+$134.9K
8,507
+34%
减持
EFA
ISHARES TR
+$133.4K
35,284
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$123.1K
51,407
+0%
减持
AXP
AMERICAN EXPRESS CO
+$121.7K
3,986
-5%
增持
DUHP
DIMENSIONAL ETF TRUST
+$121.1K
18,865
+14%
减持
DIS
DISNEY WALT CO
+$120.4K
4,312
-4%
增持
VBR
VANGUARD INDEX FDS
+$119.8K
10,047
+0%
增持
MRK
MERCK & CO INC
+$118.5K
5,115
+0%
减持
DLS
WISDOMTREE TR
+$111.7K
91,104
-0%
增持
IWM
ISHARES TR
+$110.7K
8,886
+1%
增持
NEE
NEXTERA ENERGY INC
+$110.0K
5,192
+42%
增持
SCHF
SCHWAB STRATEGIC TR
+$105.9K
36,634
+2%
增持
SYLD
CAMBRIA ETF TR
+$100.0K
16,483
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$99.8K
2,092
+14%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$98.3K
1,939
+0%
增持
DVY
ISHARES TR
+$97.8K
16,279
+0%
增持
WMT
WALMART INC
+$96.5K
12,654
+200%
增持
PG
PROCTER AND GAMBLE CO
+$95.4K
5,858
+0%
增持
PCAR
PACCAR INC
+$95.3K
3,227
+3%
减持
SHY
ISHARES TR
-$94.2K
4,189
-21%
增持
IJH
ISHARES TR
+$93.0K
16,383
+403%
增持
VNQ
VANGUARD INDEX FDS
-$92.6K
56,123
+0%
增持
CL
COLGATE PALMOLIVE CO
+$91.4K
8,598
+0%
