小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 6
增持 69
减持 59
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$16.6M
424,567
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$5.7M
2,615,290
-8%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$4.4M
5,621,482
-8%
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
DFAT
DIMENSIONAL ETF TRUST
-$3.6M
1,130,759
-1%
减持
GOOGL
ALPHABET INC
+$3.6M
200,640
-7%
减持
TSLA
TESLA INC
-$2.6M
9,589
-62%
增持
VOO
VANGUARD INDEX FDS
+$2.4M
32,342
+13%
增持
DFSV
DIMENSIONAL ETF TRUST
+$2.2M
735,537
+16%
减持
METV
LISTED FD TR
+$2.0M
122,585
-0%
减持
GOOG
ALPHABET INC
+$1.9M
181,693
-12%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
50,485
+952%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.7M
918,466
+9%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.6M
998,839
+9%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.6M
427,635
+11%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.6M
954,529
-0%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
151,030
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
-$1.5M
1,327,386
+1%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.4M
408,022
+8%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
减持
IVV
ISHARES TR
-$1.1M
5,315
-31%
增持
VV
VANGUARD INDEX FDS
+$1.1M
12,433
+48%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
8,294
+40%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.0M
3,959,762
-0%
增持
—
SCHWAB CHARLES FAMILY FD
+$940.8K
3,590,679
+36%
减持
IWM
ISHARES TR
-$870.7K
4,919
-45%
增持
DFAI
DIMENSIONAL ETF TRUST
+$869.9K
503,216
+8%
增持
DFGR
DIMENSIONAL ETF TRUST
+$812.4K
243,072
+18%
减持
WY
WEYERHAEUSER CO MTN BE
-$807.1K
10,358
-66%
减持
—
ACCENTURE PLC IRELAND
-$806.8K
18,020
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$789.4K
690,653
+6%
减持
VNQ
VANGUARD INDEX FDS
-$786.3K
48,558
-13%
增持
DFAR
DIMENSIONAL ETF TRUST
+$782.6K
192,799
+24%
增持
DUHP
DIMENSIONAL ETF TRUST
+$779.8K
43,018
+128%
清仓
USD
PROSHARES TR
-$766.6K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$695.1K
41,371
-22%
减持
IJS
ISHARES TR
-$680.6K
77,730
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$671.7K
6,433
+15%
增持
DFAW
DIMENSIONAL ETF TRUST
+$645.9K
20,922
+106%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$614.0K
3,115
增持
PG
PROCTER AND GAMBLE CO
+$611.3K
9,470
+62%
清仓
MUB
ISHARES TR
-$602.8K
0
-100%
清仓
—
SABA CAPITAL INCOME & OPPORT
-$596.7K
0
-100%
清仓
—
WW INTL INC
-$579.7K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$532.0K
1,199,615
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$526.3K
22,732
+0%
清仓
SHV
ISHARES TR
-$525.4K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$491.3K
18,170
+5%
减持
DHS
WISDOMTREE TR
-$480.4K
85,276
-4%
增持
SLV
ISHARES SILVER TR
+$475.6K
91,753
+6%
增持
DFLV
DIMENSIONAL ETF TRUST
+$463.7K
360,529
+9%
减持
SHOP
SHOPIFY INC
-$456.1K
4,832
-52%
增持
VGT
VANGUARD WORLD FD
+$442.8K
2,864
+24%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$426.6K
21,195
-2%
清仓
PCAR
PACCAR INC
-$399.8K
0
-100%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$367.0K
30,612
-63%
减持
BSV
VANGUARD BD INDEX FDS
-$362.5K
25,657
-16%
减持
DLS
WISDOMTREE TR
-$351.2K
88,109
-3%
减持
INTC
INTEL CORP
-$345.7K
13,786
-21%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$341.4K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$329.5K
134,291
+0%
减持
VDE
VANGUARD WORLD FD
-$322.9K
11,478
-15%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$322.6K
5,150
减持
SCHD
SCHWAB STRATEGIC TR
-$321.9K
14,402
-19%
减持
DES
WISDOMTREE TR
-$317.6K
92,537
-6%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$302.7K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$302.1K
955,171
+4%
减持
IWD
ISHARES TR
-$300.8K
14,325
-8%
减持
AVUV
AMERICAN CENTY ETF TR
-$278.9K
4,991
-36%
增持
IWF
ISHARES TR
+$278.6K
10,072
+0%
建仓
SCHG
SCHWAB STRATEGIC TR
+$276.6K
2,743
减持
MSFT
MICROSOFT CORP
-$273.8K
28,807
-8%
建仓
SMH
VANECK ETF TRUST
+$267.0K
1,024
建仓
KWEB
KRANESHARES TRUST
+$257.2K
9,518
增持
AVGV
AMERICAN CENTY ETF TR
+$250.1K
9,495
+86%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$240.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$230.5K
1,412
+5%
增持
IVW
ISHARES TR
+$227.1K
28,035
+0%
减持
—
ABRDN ASIA PACIFIC INCOME FU
-$225.3K
632,120
-8%
清仓
WPC
WP CAREY INC
-$223.5K
0
-100%
减持
AMZN
AMAZON COM INC
+$217.1K
82,880
-5%
清仓
PANW
PALO ALTO NETWORKS INC
-$217.1K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$216.6K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$214.1K
12,924
+1%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$211.4K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$211.2K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$209.8K
0
-100%
减持
DFNM
DIMENSIONAL ETF TRUST
-$208.6K
99,393
-4%
减持
MDB
MONGODB INC
-$204.5K
1,387
-10%
建仓
BKNG
BOOKING HOLDINGS INC
+$202.2K
51
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$201.8K
11,927
-27%
增持
CSCO
CISCO SYS INC
-$195.7K
92,214
+1%
增持
APPN
APPIAN CORP
-$191.7K
21,345
+0%
增持
IWB
ISHARES TR
+$191.2K
19,767
+0%
减持
SCHO
SCHWAB STRATEGIC TR
-$181.2K
14,976
-20%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$173.3K
73,926
-7%
增持
DEHP
DIMENSIONAL ETF TRUST
+$154.5K
35,276
+15%
增持
JNJ
JOHNSON & JOHNSON
-$142.8K
13,884
+1%
减持
DTH
WISDOMTREE TR
-$139.3K
108,554
-0%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$138.9K
12,326
-36%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$135.7K
30,190
-3%
减持
DBEF
DBX ETF TR
-$132.4K
10,412
-24%
减持
CVX
CHEVRON CORP NEW
-$131.7K
16,801
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$126.8K
49,621
-3%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$126.1K
30,992
-5%
减持
MA
MASTERCARD INCORPORATED
-$123.8K
2,240
-3%
增持
VTEB
VANGUARD MUN BD FDS
-$119.0K
247,081
+0%
减持
CRM
SALESFORCE INC
-$113.5K
1,346
-12%
增持
CL
COLGATE PALMOLIVE CO
+$113.0K
9,143
+6%
增持
DIHP
DIMENSIONAL ETF TRUST
+$107.7K
60,399
+10%
增持
VYM
VANGUARD WHITEHALL FDS
-$99.8K
54,626
+0%
增持
DIS
DISNEY WALT CO
-$99.1K
4,316
+0%
减持
MCD
MCDONALDS CORP
-$99.1K
3,171
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$96.2K
58,605
+2%
增持
IWC
ISHARES TR
-$95.8K
13,506
+0%
增持
AVGE
AMERICAN CENTY ETF TR
+$94.3K
20,605
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$92.5K
46,009
+0%
减持
SLB
SCHLUMBERGER LTD
-$90.3K
8,909
-4%
减持
WMT
WALMART INC
+$86.6K
12,525
-1%
增持
AVDE
AMERICAN CENTY ETF TR
+$83.5K
22,988
+9%
增持
ABCS
EA SERIES TRUST
+$80.6K
111,750
+8%
增持
VBR
VANGUARD INDEX FDS
-$78.0K
10,135
+1%
增持
IJR
ISHARES TR
-$77.7K
21,609
+0%
增持
AVDV
AMERICAN CENTY ETF TR
+$77.7K
16,587
+9%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$75.9K
6,933
-16%
减持
FLR
FLUOR CORP NEW
-$68.4K
5,000
-1%
增持
ORCL
ORACLE CORP
+$68.0K
4,323
+0%
减持
VOT
VANGUARD INDEX FDS
-$66.7K
1,169
-18%
增持
ADBE
ADOBE INC
+$65.6K
1,140
+1%
增持
AVUS
AMERICAN CENTY ETF TR
+$61.2K
10,318
+6%
减持
AVSC
AMERICAN CENTY ETF TR
-$60.6K
7,025
-11%
减持
COST
COSTCO WHSL CORP NEW
+$59.8K
766
-5%
增持
SCHK
SCHWAB STRATEGIC TR
+$59.0K
15,688
+4%
增持
OKE
ONEOK INC NEW
+$50.7K
34,588
+0%
增持
EFA
ISHARES TR
-$49.0K
35,348
+0%
增持
AMGN
AMGEN INC
+$47.4K
1,670
+0%
减持
ABBV
ABBVIE INC
-$45.7K
3,663
-1%
减持
ABT
ABBOTT LABS
-$45.5K
4,075
-1%
减持
VXF
VANGUARD INDEX FDS
-$44.9K
1,512
-12%
增持
SBUX
STARBUCKS CORP
-$44.6K
3,354
+0%
增持
VTV
VANGUARD INDEX FDS
-$44.4K
18,186
+0%
增持
DGS
WISDOMTREE TR
+$42.7K
22,293
+3%
增持
BA
BOEING CO
+$42.0K
4,478
+2%
减持
GSG
ISHARES S&P GSCI COMMODITY-
-$42.0K
52,296
-4%
增持
IWN
ISHARES TR
-$41.7K
6,427
+0%
增持
WELL
WELLTOWER INC
+$41.6K
3,761
+0%
增持
MRK
MERCK & CO INC
-$40.4K
5,125
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$39.7K
1,942
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$39.2K
3,525
-8%
增持
CET
CENTRAL SECS CORP
+$38.2K
5,576
+12%
增持
SCZ
ISHARES TR
-$38.2K
22,650
+0%
