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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 32
增持 78
减持 28
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
VBIL
VANGUARD INSTL INDEX FD
+$79.5M
1,051,728
减持
AAPL
APPLE INC
-$22.8M
340,073
-18%
增持
DFAC
DIMENSIONAL ETF TRUST
+$15.0M
3,997,319
+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。
增持
METV
LISTED FDS TR
+$11.5M
67,495
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$7.6M
2,385,071
+0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.5M
1,304,154
+4%
增持
DFIS
DIMENSIONAL ETF TRUST
+$5.7M
1,172,296
+4%
增持
DISV
DIMENSIONAL ETF TRUST
+$4.9M
987,935
+4%
减持
DFUS
DIMENSIONAL ETF TRUST
+$4.8M
946,784
-2%
减持
VTI
VANGUARD INDEX FDS
+$4.5M
159,466
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.5M
1,079,798
+0%
增持
GOOGL
ALPHABET INC
+$4.5M
198,157
+1%
增持
GOOG
ALPHABET INC
+$4.3M
181,598
+2%
增持
NVDA
NVIDIA CORPORATION
+$4.1M
76,580
+4%
增持
MSFT
MICROSOFT CORP
+$3.9M
28,397
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.5M
1,100,428
+1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.8M
750,728
+1%
减持
AMZN
AMAZON COM INC
-$2.3M
45,406
-30%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.2M
545,429
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.0M
34,813
+528%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.0M
528,357
+2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.0M
1,324,237
+1%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.9M
476,845
+4%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.8M
4,843,086
-4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.8M
136,126
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
296,755
+15%
增持
VB
VANGUARD INDEX FDS
+$1.6M
15,058
+73%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.6M
910,662
+2%
建仓
RWAY
RUNWAY GROWTH FINANCE CORP
+$1.6M
150,467
减持
MUB
ISHARES TR
-$1.4M
2,306
-85%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
21,536
+1%
减持
CORT
CORCEPT THERAPEUTICS INC
-$1.2M
15,718
-25%
减持
VOO
VANGUARD INDEX FDS
+$1.1M
38,968
-5%
建仓
PFF
ISHARES TR
+$1.1M
35,695
建仓
PFXF
VANECK ETF TRUST
+$953.2K
55,679
增持
CSCO
CISCO SYS INC
+$893.4K
92,823
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$855.4K
18,256
+0%
增持
VXUS
VANGUARD STAR FDS
+$840.9K
72,317
+8%
增持
COST
COSTCO WHSL CORP NEW
+$838.5K
1,446
+131%
增持
BSVO
EA SERIES TRUST
+$831.4K
218,568
+17%
增持
DLS
WISDOMTREE TR
+$791.9K
84,915
+0%
建仓
ENB
ENBRIDGE INC
+$772.9K
17,055
减持
OKE
ONEOK INC NEW
-$754.0K
33,213
-5%
建仓
ET
ENERGY TRANSFER L P
+$730.9K
40,315
增持
DFGR
DIMENSIONAL ETF TRUST
+$702.7K
352,445
+6%
建仓
ARCC
ARES CAPITAL CORP
+$673.2K
30,657
增持
IWB
ISHARES TR
+$653.8K
19,815
+0%
减持
IWF
ISHARES TR
+$639.7K
10,096
-0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$634.1K
62,525
+8%
增持
DIHP
DIMENSIONAL ETF TRUST
+$590.9K
95,327
+16%
减持
DFAU
DIMENSIONAL ETF TRUST
-$583.7K
12,945
-56%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$580.2K
22,388
+104%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$564.8K
23,502
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$561.4K
5,661
+29%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$557.4K
8,175
+21%
增持
TSLA
TESLA INC
+$551.4K
9,076
+1%
清仓
DHR
DANAHER CORPORATION
-$545.4K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$538.2K
62,829
-14%
增持
VBR
VANGUARD INDEX FDS
+$514.4K
15,372
+15%
清仓
DJP
BARCLAYS BANK PLC
-$513.3K
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$507.6K
16,324
+165%
增持
AVSC
AMERICAN CENTY ETF TR
+$485.0K
16,646
+116%
减持
AMD
ADVANCED MICRO DEVICES INC
+$474.3K
12,474
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$471.6K
24,211
+14%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$466.5K
21,675
+6%
清仓
SHOP
SHOPIFY INC
-$454.6K
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$426.3K
23,166
+21%
增持
EFV
ISHARES TR
+$424.1K
15,642
+62%
增持
VUG
VANGUARD INDEX FDS
+$422.5K
5,752
+2%
建仓
BN
BROOKFIELD CORP
+$416.1K
6,727
建仓
ARKF
ARK ETF TR
+$401.9K
8,000
增持
AVDS
AMERICAN CENTY ETF TR
+$394.9K
11,967
+86%
增持
VXF
VANGUARD INDEX FDS
+$392.4K
3,388
+124%
增持
PYPL
PAYPAL HLDGS INC
+$369.6K
9,995
+75%
减持
IVW
ISHARES TR
+$368.9K
21,447
-0%
减持
DHS
WISDOMTREE TR
-$368.0K
79,833
-1%
增持
HD
HOME DEPOT INC
+$366.9K
2,623
+62%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$364.4K
3,234
+46%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$359.6K
55,561
+1%
减持
BIV
VANGUARD BD INDEX FDS
-$356.7K
7,104
-40%
增持
CVX
CHEVRON CORP NEW
-$353.5K
15,859
+1%
建仓
KO
COCA COLA CO
+$344.9K
4,875
建仓
—
ASML HOLDING N V
+$335.8K
419
增持
IEFA
ISHARES TR
+$332.7K
33,564
+3%
减持
IVV
ISHARES TR
+$326.6K
5,594
-0%
建仓
MELI
MERCADOLIBRE INC
+$324.1K
124
清仓
FTNT
FORTINET INC
-$323.7K
0
-100%
减持
VUSB
VANGUARD BD INDEX FDS
-$318.3K
13,440
-32%
增持
BND
VANGUARD BD INDEX FDS
+$317.2K
33,532
+14%
增持
AVGV
AMERICAN CENTY ETF TR
+$315.5K
25,000
+16%
减持
VV
VANGUARD INDEX FDS
+$311.0K
12,565
-1%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$309.1K
16,909
+45%
减持
SMR
NUSCALE PWR CORP
+$307.8K
13,150
-12%
减持
ORCL
ORACLE CORP
+$307.8K
4,959
-11%
增持
DFLV
DIMENSIONAL ETF TRUST
+$304.5K
436,327
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$302.4K
2,218
清仓
DFCA
DIMENSIONAL ETF TRUST
-$296.4K
0
-100%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$296.4K
30,294
+0%
增持
AVGE
AMERICAN CENTY ETF TR
+$291.7K
25,722
+8%
减持
XLU
SELECT SECTOR SPDR TR
-$284.6K
2,844
-57%
建仓
PAYX
PAYCHEX INC
+$281.7K
1,937
建仓
SYY
SYSCO CORP
+$281.4K
3,716
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$274.6K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$273.3K
503
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$268.9K
2,462
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$266.2K
49,784
+3%
减持
DVY
ISHARES TR
-$261.5K
14,047
-11%
增持
SHY
ISHARES TR
+$260.1K
12,675
+33%
增持
VYM
VANGUARD WHITEHALL FDS
+$257.3K
55,442
+0%
减持
EFA
ISHARES TR
+$255.0K
34,836
-0%
减持
T
AT&T INC
-$255.0K
8,618
-52%
清仓
NOBL
PROSHARES TR
-$252.0K
0
-100%
减持
DEM
WISDOMTREE TR
-$249.0K
25,331
-24%
建仓
PNC
PNC FINL SVCS GROUP INC
+$248.7K
1,334
减持
—
ACCENTURE PLC IRELAND
-$247.1K
18,370
-0%
建仓
HIO
WESTERN ASSET HIGH INCOME OP
+$242.8K
61,000
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$242.2K
12,767
建仓
GHY
PGIM GLOBAL HIGH YIELD FD FO
+$241.4K
18,000
减持
DUHP
DIMENSIONAL ETF TRUST
-$238.9K
85,381
-14%
增持
VPU
VANGUARD WORLD FD
+$238.9K
2,982
+77%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$237.6K
9,755
+27%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$236.4K
30,617
+1%
增持
—
EXXON MOBIL CORP
-$234.9K
21,741
+0%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$233.2K
4,102
清仓
BINC
BLACKROCK ETF TRUST II
-$232.9K
0
-100%
建仓
IWP
ISHARES TR
+$230.5K
1,662
清仓
—
BROOKFIELD INFRAST PARTNERS
-$229.8K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$229.3K
1,587
+85%
增持
IWC
ISHARES TR
+$228.0K
13,547
+0%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$227.2K
1,200
增持
ABT
ABBOTT LABS
+$224.3K
5,564
+39%
建仓
XAR
SPDR SERIES TRUST
+$219.0K
1,038
建仓
SCHC
SCHWAB STRATEGIC TR
+$218.0K
5,119
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$216.5K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$215.2K
4,040
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$215.1K
20,320
+2%
建仓
ILCB
ISHARES TR
+$214.4K
2,500
清仓
FDX
FEDEX CORP
-$214.3K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$212.1K
829
增持
AVUS
AMERICAN CENTY ETF TR
+$211.4K
11,184
+13%
增持
DCOR
DIMENSIONAL ETF TRUST
+$209.5K
9,827
+35%
建仓
PANW
PALO ALTO NETWORKS INC
+$205.9K
1,006
建仓
FLR
FLUOR CORP NEW
+$205.1K
4,000
建仓
IYW
ISHARES TR
+$204.5K
1,180
建仓
WMB
WILLIAMS COS INC
+$203.4K
3,239
清仓
IDV
ISHARES TR
-$200.4K
0
-100%
增持
AVDE
AMERICAN CENTY ETF TR
+$191.0K
22,463
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$187.1K
21,172
+20%
增持
ABBV
ABBVIE INC
+$185.4K
5,831
+36%
增持
PM
PHILIP MORRIS INTL INC
+$181.5K
5,577
+6%
