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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 80
减持 47
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
METV
LISTED FD TR
+$14.9M
73,319
+34%
减持
AAPL
APPLE INC
+$7.2M
422,893
-0%
增持
VOO
VANGUARD INDEX FDS
+$5.4M
44,393
+26%
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
DFAX
DIMENSIONAL ETF TRUST
-$5.3M
2,638,492
+0%
减持
GOOGL
ALPHABET INC
+$4.6M
198,085
-0%
增持
GOOG
ALPHABET INC
+$4.2M
179,218
+0%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$4.0M
5,328,256
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.0M
1,064,542
+6%
增持
DFSV
DIMENSIONAL ETF TRUST
+$2.4M
886,385
+10%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.3M
4,042,863
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.1M
971,577
+1%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
160,217
+2%
减持
AMZN
AMAZON COM INC
+$2.0M
67,235
-2%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.8M
412,948
+20%
增持
DFIV
DIMENSIONAL ETF TRUST
-$1.7M
1,278,136
+3%
增持
ADBE
ADOBE INC
+$1.4M
4,472
+317%
增持
DISV
DIMENSIONAL ETF TRUST
-$1.1M
1,009,118
+5%
减持
ALRM
ALARM COM HLDGS INC
+$1.1M
210,086
-2%
增持
DFUV
DIMENSIONAL ETF TRUST
-$968.3K
1,336,680
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$924.3K
270,474
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$916.6K
23,345
+5%
建仓
DXIV
DIMENSIONAL ETF TRUST
+$816.7K
16,989
减持
TSLA
TESLA INC
+$772.8K
7,940
-15%
增持
DFAW
DIMENSIONAL ETF TRUST
+$769.7K
46,003
+39%
增持
DFIS
DIMENSIONAL ETF TRUST
-$720.6K
1,147,462
+7%
增持
VGT
VANGUARD WORLD FD
+$719.7K
3,994
+33%
减持
DTH
WISDOMTREE TR
-$715.6K
97,075
-8%
减持
DXYZ
DESTINY TECH100 INC
+$696.3K
15,000
-20%
清仓
—
SCHWAB CHARLES FAMILY FD
-$679.4K
0
-100%
增持
SPYM
SPDR SER TR
+$658.8K
19,066
+96%
清仓
—
LAM RESEARCH CORP
-$652.9K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$643.1K
51,123
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$615.6K
13,524
-1%
清仓
URA
GLOBAL X FDS
-$598.2K
0
-100%
减持
DLS
WISDOMTREE TR
-$592.6K
85,456
-1%
增持
VB
VANGUARD INDEX FDS
+$548.4K
8,016
+38%
增持
CSCO
CISCO SYS INC
+$544.9K
91,060
+0%
减持
VNQ
VANGUARD INDEX FDS
-$506.5K
50,144
-2%
建仓
DJP
BARCLAYS BANK PLC
+$466.5K
14,538
增持
SHY
ISHARES TR
+$441.1K
9,503
+134%
增持
AVUV
AMERICAN CENTY ETF TR
+$421.4K
14,093
+44%
减持
DHS
WISDOMTREE TR
-$419.3K
81,276
-5%
减持
IWF
ISHARES TR
-$408.3K
8,405
-17%
减持
SQ
BLOCK INC
+$401.2K
22,500
-0%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$378.7K
5,903
增持
DFIC
DIMENSIONAL ETF TRUST
-$372.1K
701,762
+7%
减持
MSFT
MICROSOFT CORP
-$366.7K
27,514
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$353.2K
17,579
+74%
减持
EFA
ISHARES TR
-$344.9K
35,234
-2%
增持
DFAR
DIMENSIONAL ETF TRUST
-$333.8K
220,894
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$325.4K
11,804
+66%
增持
OKE
ONEOK INC NEW
+$325.3K
34,814
+0%
清仓
—
ARISTA NETWORKS INC
-$323.6K
0
-100%
建仓
DXUV
DIMENSIONAL ETF TRUST
+$316.4K
5,986
减持
—
EXXON MOBIL CORP
-$315.5K
23,487
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$309.8K
56,715
+287%
清仓
MLPA
GLOBAL X FDS
-$296.8K
0
-100%
建仓
FLOT
ISHARES TR
+$292.3K
5,746
增持
DUHP
DIMENSIONAL ETF TRUST
+$292.2K
66,886
+16%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$290.0K
5,466
增持
DFAI
DIMENSIONAL ETF TRUST
-$275.3K
564,627
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$272.3K
20,815
-1%
增持
WDAY
WORKDAY INC
+$267.8K
2,992
+45%
减持
MSTR
MICROSTRATEGY INC
+$259.4K
2,642
-12%
建仓
OKTA
OKTA INC
+$258.6K
3,282
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$257.4K
10,000
-33%
增持
AVGV
AMERICAN CENTY ETF TR
+$250.4K
18,191
+33%
增持
SCHG
SCHWAB STRATEGIC TR
+$243.3K
20,032
+563%
建仓
COP
CONOCOPHILLIPS
+$239.3K
2,413
清仓
FLR
FLUOR CORP NEW
-$238.6K
0
-100%
建仓
AVRE
AMERICAN CENTY ETF TR
+$238.5K
5,689
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$232.1K
30,932
+0%
增持
IEFA
ISHARES TR
-$230.5K
32,640
+1%
增持
JNJ
JOHNSON & JOHNSON
-$229.7K
13,407
+0%
清仓
ED
CONSOLIDATED EDISON INC
-$229.1K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$228.6K
0
-100%
减持
IWD
ISHARES TR
-$220.9K
13,494
-6%
增持
VTV
VANGUARD INDEX FDS
+$218.0K
21,107
+10%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$215.4K
30,363
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$215.1K
1,107,372
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$214.8K
135,381
+1%
清仓
MMM
3M CO
-$214.7K
0
-100%
建仓
IWP
ISHARES TR
+$210.7K
1,662
建仓
ARCC
ARES CAPITAL CORP
+$208.9K
9,541
清仓
NSC
NORFOLK SOUTHN CORP
-$205.9K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$203.9K
356
建仓
ILCB
ISHARES TR
+$202.9K
2,500
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$201.6K
22,476
+2%
减持
SPDW
SPDR INDEX SHS FDS
-$199.8K
10,235
-30%
增持
DFGR
DIMENSIONAL ETF TRUST
+$195.6K
303,308
+16%
增持
DFEV
DIMENSIONAL ETF TRUST
-$194.2K
466,999
+7%
减持
LLY
ELI LILLY & CO
-$193.8K
1,476
-2%
减持
SCZ
ISHARES TR
-$190.0K
22,113
-2%
减持
WMT
WALMART INC
-$178.2K
9,193
-26%
增持
AVIV
AMERICAN CENTY ETF TR
+$175.4K
14,716
+40%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$174.2K
73,470
+0%
减持
SMR
NUSCALE PWR CORP
-$173.3K
11,000
-66%
减持
MRK
MERCK & CO INC
-$171.9K
3,284
-25%
增持
VBR
VANGUARD INDEX FDS
+$169.8K
12,445
+9%
增持
IVW
ISHARES TR
+$162.2K
28,037
+0%
减持
VUG
VANGUARD INDEX FDS
-$159.0K
5,585
-13%
增持
IWB
ISHARES TR
+$157.9K
19,794
+0%
增持
IYR
ISHARES TR
-$157.5K
18,340
+0%
增持
VCR
VANGUARD WORLD FD
+$156.2K
4,358
+0%
增持
AVDV
AMERICAN CENTY ETF TR
+$154.5K
23,180
+21%
减持
CVX
CHEVRON CORP NEW
-$142.3K
16,127
-4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$139.1K
4,337
+74%
减持
DEM
WISDOMTREE TR
-$132.9K
32,715
-1%
减持
DGS
WISDOMTREE TR
-$132.6K
21,821
-2%
增持
SCHF
SCHWAB STRATEGIC TR
-$131.1K
74,869
+103%
增持
VFH
VANGUARD WORLD FD
+$127.4K
13,547
+1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$124.5K
470,601
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$122.5K
47,540
+3%
增持
AVDE
AMERICAN CENTY ETF TR
-$121.8K
22,276
+0%
减持
WY
WEYERHAEUSER CO MTN BE
-$120.2K
8,245
-21%
减持
SHOP
SHOPIFY INC
+$119.0K
4,761
-1%
增持
CL
COLGATE PALMOLIVE CO
-$117.6K
9,152
+0%
减持
IEMG
ISHARES INC
-$112.7K
15,722
-3%
减持
QCOM
QUALCOMM INC
-$110.1K
4,964
-3%
增持
IHF
ISHARES TR
-$110.0K
12,172
+0%
减持
EEM
ISHARES TR
-$104.6K
23,885
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$104.4K
18,228
-0%
增持
AMGN
AMGEN INC
-$101.9K
1,665
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$97.6K
20,429
+4%
增持
IWC
ISHARES TR
+$96.8K
13,529
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$96.0K
54,276
+6%
减持
V
VISA INC
+$95.8K
2,334
-0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$94.7K
78,113
+15%
减持
DEHP
DIMENSIONAL ETF TRUST
-$88.9K
40,394
-0%
增持
IWM
ISHARES TR
+$82.8K
5,285
+8%
增持
IJS
ISHARES TR
+$81.9K
77,855
+0%
减持
MDB
MONGODB INC
-$81.4K
1,087
-12%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$80.9K
12,075
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$77.4K
727
-37%
增持
BND
VANGUARD BD INDEX FDS
-$76.9K
28,929
+1%
增持
VO
VANGUARD INDEX FDS
+$74.3K
3,561
+8%
减持
INTC
INTEL CORP
-$73.6K
13,280
-8%
增持
KMI
KINDER MORGAN INC DEL
+$71.3K
13,231
+0%
增持
DFNM
DIMENSIONAL ETF TRUST
-$70.2K
95,834
+0%
增持
ABCS
EA SERIES TRUST
+$68.6K
100,755
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$65.7K
6,649
+0%
增持
FNDF
SCHWAB STRATEGIC TR
-$64.4K
15,982
+0%
减持
MCD
MCDONALDS CORP
-$61.6K
3,121
-2%
增持
DVY
ISHARES TR
-$60.2K
16,306
+0%
增持
NEE
NEXTERA ENERGY INC
-$54.7K
4,335
+0%
减持
TJX
TJX COS INC NEW
-$54.3K
1,684
-23%
增持
PG
PROCTER AND GAMBLE CO
-$53.3K
9,639
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$52.2K
851
-22%
增持
DOL
WISDOMTREE TR
-$51.1K
11,532
+0%
增持
O
REALTY INCOME CORP
-$50.9K
5,172
+0%
