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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 14
增持 85
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
METV
LISTED FD TR
-$30.8M
54,901
-55%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.9M
4,011,643
+1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$9.8M
5,463,907
-3%
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
AAPL
APPLE INC
+$9.2M
423,476
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$7.9M
1,006,107
+5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.4M
2,625,549
+0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$4.3M
1,077,024
+8%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
156,590
+4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.9M
1,235,243
+3%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.7M
806,301
+10%
减持
GOOGL
ALPHABET INC
-$3.7M
198,300
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.6M
961,693
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$3.5M
1,335,218
+1%
减持
GOOG
ALPHABET INC
-$3.4M
179,215
-1%
减持
AMZN
AMAZON COM INC
-$3.3M
68,269
-18%
减持
DFAT
DIMENSIONAL ETF TRUST
+$3.2M
1,111,835
-2%
增持
DISV
DIMENSIONAL ETF TRUST
+$3.2M
959,586
+4%
减持
—
SCHWAB CHARLES FAMILY FD
-$2.9M
679,444
-81%
增持
VOO
VANGUARD INDEX FDS
+$2.4M
35,127
+9%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.1M
1,163
-82%
减持
ALRM
ALARM COM HLDGS INC
-$2.0M
214,125
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.8M
527,450
+5%
清仓
—
ABRDN ASIA PACIFIC INCOME FU
-$1.7M
0
-100%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.5M
261,638
+8%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.2M
436,902
+7%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.2M
213,496
+11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
21,091
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$994.1K
134,665
+0%
减持
MSFT
MICROSOFT CORP
-$911.5K
27,804
-3%
增持
VNQ
VANGUARD INDEX FDS
+$906.1K
51,050
+5%
减持
—
ACCENTURE PLC IRELAND
+$893.1K
17,994
-0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$857.9K
33,149
+58%
增持
IJS
ISHARES TR
+$813.1K
77,781
+0%
增持
DHS
WISDOMTREE TR
+$793.7K
85,365
+0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$769.9K
433,411
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$719.6K
6,640
+113%
减持
VUG
VANGUARD INDEX FDS
-$650.7K
6,384
-23%
增持
VXUS
VANGUARD STAR FDS
+$616.7K
48,060
+16%
增持
DUHP
DIMENSIONAL ETF TRUST
+$591.8K
57,761
+34%
增持
VYM
VANGUARD WHITEHALL FDS
+$549.7K
54,823
+0%
增持
VUSB
VANGUARD BD INDEX FDS
+$547.3K
17,900
+156%
减持
TSLA
TESLA INC
+$536.2K
9,302
-3%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$531.9K
1,806
增持
AVUV
AMERICAN CENTY ETF TR
+$491.2K
9,787
+96%
减持
CSCO
CISCO SYS INC
+$464.8K
91,054
-1%
增持
VBR
VANGUARD INDEX FDS
+$446.8K
11,438
+13%
增持
VTV
VANGUARD INDEX FDS
+$438.3K
19,221
+6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$425.8K
70,847
+21%
建仓
CYRX
CRYOPORT INC
+$405.5K
50,000
增持
VV
VANGUARD INDEX FDS
+$401.3K
13,311
+7%
减持
SPY
SPDR S&P 500 ETF TR
+$394.5K
22,249
-2%
增持
IVV
ISHARES TR
+$388.0K
5,715
+8%
减持
DLS
WISDOMTREE TR
+$382.5K
86,489
-2%
减持
DFIC
DIMENSIONAL ETF TRUST
+$351.9K
657,753
-5%
增持
OKE
ONEOK INC NEW
+$349.3K
34,785
+1%
建仓
HEFA
ISHARES TR
+$343.6K
9,700
清仓
AGG
ISHARES TR
-$337.8K
0
-100%
增持
IWB
ISHARES TR
+$337.5K
19,781
+0%
建仓
SGOV
ISHARES TR
+$311.2K
3,090
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$308.5K
19,706
+0%
增持
AVGV
AMERICAN CENTY ETF TR
+$299.7K
13,684
+44%
增持
AVGE
AMERICAN CENTY ETF TR
+$297.7K
23,366
+13%
减持
DES
WISDOMTREE TR
+$297.3K
92,194
-0%
建仓
DFCA
DIMENSIONAL ETF TRUST
+$293.2K
5,785
减持
JPM
JPMORGAN CHASE & CO.
-$290.5K
5,429
-23%
清仓
—
WALKME LTD
-$288.8K
0
-100%
增持
DIHP
DIMENSIONAL ETF TRUST
+$286.4K
67,729
+12%
增持
AVDV
AMERICAN CENTY ETF TR
+$276.8K
19,161
+16%
增持
SPYM
SPDR SER TR
+$269.4K
9,711
+61%
建仓
NOBL
PROSHARES TR
+$263.1K
2,465
建仓
FTNT
FORTINET INC
+$260.8K
3,363
建仓
TJX
TJX COS INC NEW
+$257.8K
2,193
减持
BA
BOEING CO
-$257.8K
3,889
-13%
清仓
KWEB
KRANESHARES TRUST
-$257.2K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$253.3K
247,155
+0%
增持
IJR
ISHARES TR
+$252.8K
21,868
+1%
清仓
KMB
KIMBERLY-CLARK CORP
-$251.4K
0
-100%
建仓
DE
DEERE & CO
+$247.3K
593
增持
EFA
ISHARES TR
+$240.2K
35,980
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$239.2K
50,965
+3%
清仓
PNC
PNC FINL SVCS GROUP INC
-$238.5K
0
-100%
增持
DVY
ISHARES TR
+$230.8K
16,296
+0%
增持
MA
MASTERCARD INCORPORATED
+$229.5K
2,466
+10%
建仓
ED
CONSOLIDATED EDISON INC
+$229.1K
2,200
增持
IWD
ISHARES TR
+$219.8K
14,326
+0%
减持
DTH
WISDOMTREE TR
+$217.4K
105,771
-3%
减持
APPN
APPIAN CORP
-$216.8K
12,943
-39%
建仓
MMM
3M CO
+$214.7K
1,570
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$209.0K
2,496
建仓
NSC
NORFOLK SOUTHN CORP
+$205.9K
829
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$203.9K
22,029
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$202.8K
46,314
+1%
增持
VDE
VANGUARD WORLD FD
+$201.7K
13,603
+19%
减持
DFLV
DIMENSIONAL ETF TRUST
+$200.5K
344,804
-4%
建仓
DXYZ
DESTINY TECH100 INC
+$186.6K
18,750
增持
VB
VANGUARD INDEX FDS
+$182.8K
5,808
+6%
增持
BND
VANGUARD BD INDEX FDS
+$171.7K
28,721
+4%
增持
DEHP
DIMENSIONAL ETF TRUST
+$170.4K
40,501
+15%
减持
WMT
WALMART INC
+$160.7K
12,493
-0%
增持
MCD
MCDONALDS CORP
+$158.4K
3,174
+0%
增持
AXP
AMERICAN EXPRESS CO
+$158.2K
3,989
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$152.8K
13,708
+6%
增持
CVX
CHEVRON CORP NEW
-$150.0K
16,827
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
+$145.7K
30,492
-0%
减持
JNJ
JOHNSON & JOHNSON
+$139.3K
13,382
-4%
增持
VFH
VANGUARD WORLD FD
+$138.3K
13,394
+0%
减持
MRK
MERCK & CO INC
-$135.8K
4,391
-14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$135.2K
2,252
+7%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$132.9K
30,264
+0%
增持
IWC
ISHARES TR
+$127.4K
13,518
+0%
增持
ORCL
ORACLE CORP
+$126.9K
4,327
+0%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$126.0K
30,877
-0%
增持
VCR
VANGUARD WORLD FD
+$124.2K
4,346
+0%
减持
INTU
INTUIT
-$121.2K
1,749
-5%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$120.8K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$119.8K
14,666
+2%
增持
QCOM
QUALCOMM INC
-$116.0K
5,132
+3%
增持
IWF
ISHARES TR
+$112.5K
10,080
+0%
增持
VGT
VANGUARD WORLD FD
+$112.2K
3,007
+5%
增持
XLI
SELECT SECTOR SPDR TR
+$111.6K
8,085
+0%
减持
PYPL
PAYPAL HLDGS INC
+$111.5K
5,986
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$108.7K
36,871
+1%
增持
PG
PROCTER AND GAMBLE CO
+$107.4K
9,637
+2%
增持
HD
HOME DEPOT INC
+$107.0K
1,755
+0%
减持
—
EXXON MOBIL CORP
-$100.8K
24,245
-5%
增持
SCHA
SCHWAB STRATEGIC TR
+$100.3K
9,923
+15%
减持
DFNM
DIMENSIONAL ETF TRUST
-$99.8K
95,760
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$98.2K
1,089
+28%
减持
GSG
ISHARES S&P GSCI COMMODITY-
-$94.6K
50,657
-3%
减持
ABCS
EA SERIES TRUST
-$93.5K
99,050
-11%
增持
MSTR
MICROSTRATEGY INC
+$92.6K
3,000
+900%
增持
WELL
WELLTOWER INC
+$90.7K
3,771
+0%
增持
IVW
ISHARES TR
+$90.1K
28,036
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$89.0K
13,794
+17%
增持
XLU
SELECT SECTOR SPDR TR
+$87.3K
6,819
+0%
增持
INTC
INTEL CORP
-$87.1K
14,485
+5%
减持
IWM
ISHARES TR
+$87.0K
4,911
-0%
增持
IVE
ISHARES TR
+$85.0K
5,570
+0%
减持
VPU
VANGUARD WORLD FD
-$84.6K
1,683
-34%
减持
NOW
SERVICENOW INC
+$82.4K
838
-1%
减持
ADBE
ADOBE INC
-$78.2K
1,072
-6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$75.9K
5,677
+18%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
+$74.7K
11,908
-0%
增持
AEM
AGNICO EAGLE MINES LTD
+$74.1K
4,023
+5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$70.5K
1,948
+0%
减持
DEM
WISDOMTREE TR
-$68.2K
33,119
-6%
减持
ABBV
ABBVIE INC
+$67.7K
3,524
-4%
增持
SMR
NUSCALE PWR CORP
+$66.6K
32,000
+23%
减持
SLB
SCHLUMBERGER LTD
-$65.3K
8,464
-5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$64.9K
29,445
+0%
