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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 54
减持 66
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$13.6M
5,026,589
-6%
减持
AAPL
APPLE INC
-$13.4M
416,595
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$11.6M
3,887,805
-4%
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
GOOGL
ALPHABET INC
-$7.1M
196,768
-1%
减持
GOOG
ALPHABET INC
-$6.3M
178,377
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$5.7M
1,085,486
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
-$5.0M
1,075,829
+1%
减持
METV
LISTED FD TR
-$4.6M
66,490
-9%
减持
DFIV
DIMENSIONAL ETF TRUST
+$4.0M
1,253,809
-2%
减持
ALRM
ALARM COM HLDGS INC
-$3.3M
169,786
-19%
减持
DFUS
DIMENSIONAL ETF TRUST
-$3.3M
969,812
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$3.1M
2,384,699
-10%
减持
VOO
VANGUARD INDEX FDS
-$2.9M
40,875
-8%
减持
VTI
VANGUARD INDEX FDS
-$2.5M
159,899
-0%
减持
AMZN
AMAZON COM INC
-$2.5M
64,522
-4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.4M
740,648
+6%
增持
DFSV
DIMENSIONAL ETF TRUST
-$2.1M
893,983
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
21,197
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
21,375
-8%
建仓
MUB
ISHARES TR
+$1.6M
15,500
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
减持
DFAR
DIMENSIONAL ETF TRUST
-$1.5M
151,142
-32%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.4M
517,544
+10%
减持
MSFT
MICROSOFT CORP
-$1.3M
27,322
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
73,415
+44%
减持
DFIS
DIMENSIONAL ETF TRUST
+$1.1M
1,132,539
-1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.0M
98,824
+48%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.0M
333,335
+10%
增持
VXUS
VANGUARD STAR FDS
+$1.0M
66,916
+25%
增持
TSLA
TESLA INC
-$874.8K
8,997
+13%
增持
IJS
ISHARES TR
-$859.5K
77,927
+0%
减持
IVW
ISHARES TR
-$854.3K
21,462
-23%
增持
DFLV
DIMENSIONAL ETF TRUST
+$829.6K
432,790
+5%
减持
DISV
DIMENSIONAL ETF TRUST
+$783.4K
947,654
-6%
减持
VTEB
VANGUARD MUN BD FDS
-$718.1K
258,783
-4%
增持
DFAW
DIMENSIONAL ETF TRUST
+$686.8K
58,096
+26%
减持
DFUV
DIMENSIONAL ETF TRUST
-$673.9K
1,310,922
-2%
清仓
ICSH
ISHARES TR
-$639.7K
0
-100%
建仓
VEEV
VEEVA SYS INC
+$602.0K
2,599
增持
—
ACCENTURE PLC IRELAND
-$592.3K
18,388
+2%
减持
CL
COLGATE PALMOLIVE CO
-$553.9K
2,968
-68%
减持
DFNM
DIMENSIONAL ETF TRUST
-$543.5K
84,812
-12%
清仓
—
SMARTSHEET INC
-$532.3K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$516.9K
3,626
-9%
建仓
BBNX
BETA BIONICS INC
+$474.6K
38,772
增持
XLK
SELECT SECTOR SPDR TR
-$470.9K
18,246
+0%
清仓
EFAV
ISHARES TR
-$466.5K
0
-100%
减持
DHS
WISDOMTREE TR
+$442.4K
80,984
-0%
增持
SCHO
SCHWAB STRATEGIC TR
+$433.3K
48,020
+57%
增持
SLV
ISHARES SILVER TR
+$429.1K
91,803
+0%
减持
DTH
WISDOMTREE TR
+$428.3K
96,459
-1%
增持
DXUV
DIMENSIONAL ETF TRUST
+$411.4K
14,482
+142%
减持
IJR
ISHARES TR
-$408.3K
20,344
-8%
增持
OKTA
OKTA INC
+$398.4K
6,244
+90%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$368.0K
2,217
清仓
MAA
MID-AMER APT CMNTYS INC
-$360.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$337.8K
12,612
-7%
增持
IWB
ISHARES TR
-$301.8K
19,805
+0%
减持
ADBE
ADOBE INC
-$288.8K
4,432
-1%
减持
CVX
CHEVRON CORP NEW
+$288.6K
15,687
-3%
清仓
—
BROOKFIELD RENEWABLE PARTNER
-$280.9K
0
-100%
清仓
O
REALTY INCOME CORP
-$276.2K
0
-100%
建仓
LOW
LOWES COS INC
+$274.2K
1,176
增持
LLY
ELI LILLY & CO
+$272.6K
1,710
+16%
建仓
—
SPOTIFY TECHNOLOGY S A
+$271.7K
494
增持
IWF
ISHARES TR
+$271.6K
10,100
+20%
增持
ABBV
ABBVIE INC
+$270.7K
4,281
+21%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$266.9K
10,942
+70%
增持
IWC
ISHARES TR
-$262.4K
13,538
+0%
建仓
SO
SOUTHERN CO
+$255.5K
2,779
清仓
MDB
MONGODB INC
-$253.1K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$251.7K
414
清仓
ALGN
ALIGN TECHNOLOGY INC
-$250.2K
0
-100%
增持
DIHP
DIMENSIONAL ETF TRUST
+$249.6K
82,418
+6%
减持
MSTR
MICROSTRATEGY INC
-$245.6K
1,803
-32%
建仓
ED
CONSOLIDATED EDISON INC
+$243.3K
2,200
减持
VV
VANGUARD INDEX FDS
-$238.1K
12,737
-2%
建仓
SHW
SHERWIN WILLIAMS CO
+$234.3K
671
建仓
CARR
CARRIER GLOBAL CORPORATION
+$233.8K
3,688
清仓
WY
WEYERHAEUSER CO MTN BE
-$232.1K
0
-100%
减持
DHR
DANAHER CORPORATION
-$228.5K
2,660
-21%
增持
SGOV
ISHARES TR
+$224.3K
4,858
+84%
减持
CRM
SALESFORCE INC
-$223.5K
820
-38%
减持
JPM
JPMORGAN CHASE & CO.
-$221.5K
4,402
-19%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$218.0K
1,995
增持
DES
WISDOMTREE TR
-$215.4K
92,446
+0%
增持
VCR
VANGUARD WORLD FD
-$215.2K
4,364
+0%
减持
JNJ
JOHNSON & JOHNSON
+$212.8K
12,974
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$212.5K
55,242
+2%
清仓
IWP
ISHARES TR
-$210.7K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$208.9K
0
-100%
减持
DLS
WISDOMTREE TR
+$206.6K
84,635
-1%
增持
AVGV
AMERICAN CENTY ETF TR
+$206.0K
21,643
+19%
清仓
ILCB
ISHARES TR
-$202.9K
0
-100%
建仓
AVLV
AMERICAN CENTY ETF TR
+$202.6K
3,106
清仓
KO
COCA COLA CO
-$201.4K
0
-100%
建仓
IDV
ISHARES TR
+$200.4K
6,459
增持
IWD
ISHARES TR
+$198.9K
14,333
+6%
增持
MA
MASTERCARD INCORPORATED
+$197.7K
2,502
+12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$197.3K
1,461
+72%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$197.1K
435
-45%
增持
T
AT&T INC
+$195.2K
17,835
+31%
减持
EFA
ISHARES TR
+$194.9K
34,980
-1%
增持
VUG
VANGUARD INDEX FDS
-$192.8K
5,661
+1%
减持
AVEM
AMERICAN CENTY ETF TR
-$191.9K
5,384
-39%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$182.6K
72,835
-1%
清仓
AES
AES CORP
-$173.7K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$173.3K
30,430
-2%
减持
WELL
WELLTOWER INC
-$171.9K
1,988
-47%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$171.0K
135,693
+0%
减持
IVE
ISHARES TR
-$163.7K
4,721
-15%
减持
PM
PHILIP MORRIS INTL INC
+$160.9K
5,256
-6%
增持
TJX
TJX COS INC NEW
+$159.9K
2,983
+77%
减持
CSCO
CISCO SYS INC
+$155.9K
89,882
-1%
减持
DFEV
DIMENSIONAL ETF TRUST
+$155.5K
458,246
-2%
减持
IWM
ISHARES TR
-$149.1K
5,106
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$148.2K
60,717
+7%
减持
DFAI
DIMENSIONAL ETF TRUST
+$147.3K
532,643
-6%
增持
IVV
ISHARES TR
-$147.2K
5,600
+0%
建仓
KRP
KIMBELL RTY PARTNERS LP
+$146.6K
10,472
增持
AVUV
AMERICAN CENTY ETF TR
+$146.4K
17,286
+23%
减持
WMT
WALMART INC
-$142.0K
7,843
-15%
增持
APPF
APPFOLIO INC
-$141.8K
6,087
+1%
减持
PYPL
PAYPAL HLDGS INC
-$137.7K
5,720
-4%
减持
QCOM
QUALCOMM INC
-$134.0K
4,092
-18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$132.6K
2,528
+12%
增持
VUSB
VANGUARD BD INDEX FDS
+$130.0K
19,827
+15%
增持
AMGN
AMGEN INC
+$127.0K
1,801
+8%
减持
VTV
VANGUARD INDEX FDS
-$126.7K
19,953
-5%
减持
DIS
DISNEY WALT CO
-$124.7K
2,931
-21%
增持
VDE
VANGUARD WORLD FD
+$121.5K
13,744
+0%
减持
PFE
PFIZER INC
-$120.1K
10,872
-27%
减持
AVDV
AMERICAN CENTY ETF TR
-$112.6K
20,016
-14%
增持
KMI
KINDER MORGAN INC DEL
+$105.6K
16,408
+24%
减持
AVDE
AMERICAN CENTY ETF TR
+$104.4K
22,205
-0%
减持
PEP
PEPSICO INC
-$102.7K
1,459
-31%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$102.5K
48,522
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$100.9K
55,316
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$100.2K
6,730
+1%
减持
WDAY
WORKDAY INC
-$97.1K
2,890
-3%
增持
AVIV
AMERICAN CENTY ETF TR
+$94.7K
15,146
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$94.6K
77,298
+3%
减持
AAL
AMERICAN AIRLS GROUP INC
-$93.7K
11,084
-8%
减持
COST
COSTCO WHSL CORP NEW
-$91.4K
627
-16%
减持
FCX
FREEPORT-MCMORAN INC
-$91.3K
6,700
-26%
增持
UNH
UNITEDHEALTH GROUP INC
+$89.6K
797
+23%
减持
HD
HOME DEPOT INC
-$87.8K
1,623
-8%
减持
VTES
VANGUARD WELLINGTON FD
-$87.6K
24,819
-4%
减持
AVUS
AMERICAN CENTY ETF TR
-$86.1K
9,917
-4%
增持
ABCS
EA SERIES TRUST
-$84.8K
101,006
+0%
