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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 72
减持 39
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
VBIL
VANGUARD INSTL INDEX FD
+$23.5M
1,361,727
+29%
减持
GOOGL
ALPHABET INC
+$13.2M
198,146
-0%
增持
GOOG
ALPHABET INC
+$12.7M
184,214
+1%
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
PHYS
SPROTT ASSET MANAGEMENT LP
+$11.6M
4,538,192
-6%
减持
DFAC
DIMENSIONAL ETF TRUST
+$10.7M
3,991,274
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$9.7M
1,146,929
+6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.7M
1,356,519
+4%
增持
DISV
DIMENSIONAL ETF TRUST
+$6.7M
1,097,497
+11%
减持
AAPL
APPLE INC
+$6.1M
298,167
-12%
增持
DFIS
DIMENSIONAL ETF TRUST
+$6.1M
1,299,052
+11%
增持
VTI
VANGUARD INDEX FDS
+$5.6M
164,793
+3%
增持
VOO
VANGUARD INDEX FDS
+$4.8M
44,028
+13%
减持
DFAT
DIMENSIONAL ETF TRUST
+$4.4M
1,095,335
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$3.7M
2,350,070
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.5M
952,699
+5%
减持
METV
LISTED FDS TR
-$3.4M
63,180
-6%
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.0M
917,920
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.9M
1,317,812
-0%
增持
DFEV
DIMENSIONAL ETF TRUST
+$2.7M
531,974
+12%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
78,142
+2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.4M
785,209
+5%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.4M
562,798
+7%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.2M
478,714
+10%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.8M
413,890
+17%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.7M
565,914
+4%
减持
DFNM
DIMENSIONAL ETF TRUST
-$1.5M
48,639
-40%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.3M
136,398
+0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.3M
104,324
+52%
清仓
IGV
ISHARES TR
-$1.2M
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$1.2M
266,067
-10%
减持
TSLA
TESLA INC
+$1.1M
9,015
-1%
清仓
PFF
ISHARES TR
-$1.1M
0
-100%
建仓
SPTS
SPDR SERIES TRUST
+$1.0M
35,451
增持
IJS
ISHARES TR
+$1.0M
78,821
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$1.0M
21,493
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$976.9K
46,477
+34%
增持
—
ACCENTURE PLC IRELAND
-$955.9K
18,389
+0%
清仓
PFXF
VANECK ETF TRUST
-$953.2K
0
-100%
增持
DFAW
DIMENSIONAL ETF TRUST
+$942.0K
71,475
+14%
增持
SLV
ISHARES SILVER TR
+$933.9K
92,543
+2%
增持
VXUS
VANGUARD STAR FDS
+$883.3K
80,039
+11%
减持
COST
COSTCO WHSL CORP NEW
-$826.0K
654
-55%
减持
LLY
ELI LILLY & CO
-$775.3K
1,063
-48%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$745.6K
9,328
清仓
FMDE
FIDELITY COVINGTON TRUST
-$735.9K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$713.0K
42,786
+28%
清仓
ARCC
ARES CAPITAL CORP
-$673.2K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$668.7K
26,597
+105%
增持
VYM
VANGUARD WHITEHALL FDS
+$644.6K
57,010
+3%
增持
MSFT
MICROSOFT CORP
+$620.1K
28,468
+0%
减持
ALRM
ALARM COM HLDGS INC
-$594.5K
169,456
-0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$592.2K
111,973
+17%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$560.4K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$526.4K
18,269
+0%
清仓
SMR
NUSCALE PWR CORP
-$520.2K
0
-100%
增持
IWB
ISHARES TR
+$517.4K
19,826
+0%
清仓
MGNI
MAGNITE INC
-$510.6K
0
-100%
建仓
HUBS
HUBSPOT INC
+$499.1K
1,067
建仓
OKLO
OKLO INC
+$495.4K
4,438
增持
BNDX
VANGUARD CHARLOTTE FDS
+$490.2K
26,251
+61%
减持
AMZN
AMAZON COM INC
-$478.2K
43,191
-5%
清仓
SBUX
STARBUCKS CORP
-$469.5K
0
-100%
增持
IWF
ISHARES TR
+$444.8K
10,101
+0%
增持
AVGE
AMERICAN CENTY ETF TR
+$443.6K
29,211
+14%
建仓
VCRM
VANGUARD MUN BD FDS
+$419.3K
5,572
增持
DHS
WISDOMTREE TR
+$389.1K
79,915
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$368.3K
6,887
+142%
减持
DTH
WISDOMTREE TR
-$345.8K
77,875
-14%
减持
PYPL
PAYPAL HLDGS INC
-$345.6K
5,923
-41%
清仓
KO
COCA COLA CO
-$344.9K
0
-100%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$341.1K
16,581
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$325.7K
51,459
+3%
增持
ORCL
ORACLE CORP
+$324.3K
5,008
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$318.9K
52,109
-17%
增持
IWC
ISHARES TR
+$312.7K
13,697
+1%
增持
CVX
CHEVRON CORP NEW
+$309.7K
16,618
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$307.5K
21,548
+6%
增持
SGOV
ISHARES TR
+$307.3K
8,756
+53%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$302.6K
24,279
+3%
建仓
AIQ
GLOBAL X FDS
+$301.9K
6,113
减持
HD
HOME DEPOT INC
-$301.6K
1,629
-38%
减持
DLS
WISDOMTREE TR
+$286.9K
83,825
-1%
增持
OKE
ONEOK INC NEW
-$283.8K
33,265
+0%
清仓
PAYX
PAYCHEX INC
-$281.7K
0
-100%
清仓
SYY
SYSCO CORP
-$281.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$280.9K
22,835
-6%
增持
T
AT&T INC
+$277.2K
18,648
+116%
增持
VUSB
VANGUARD BD INDEX FDS
+$276.8K
18,942
+41%
建仓
NEM
NEWMONT CORP
+$273.9K
3,249
增持
DES
WISDOMTREE TR
+$273.5K
97,786
+3%
建仓
WTAI
WISDOMTREE TR
+$273.2K
9,565
减持
ADBE
ADOBE INC
-$267.6K
4,100
-7%
减持
VV
VANGUARD INDEX FDS
+$266.1K
12,509
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$262.2K
19,185
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$261.4K
12,556
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$258.8K
57,182
+3%
建仓
IBHH
ISHARES TR
+$256.1K
10,732
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$255.9K
11,588
建仓
IBDT
ISHARES TR
+$255.8K
10,025
增持
DXIV
DIMENSIONAL ETF TRUST
+$255.3K
20,583
+18%
增持
DUHP
DIMENSIONAL ETF TRUST
+$247.2K
86,931
+2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$246.1K
11,190
-34%
减持
PG
PROCTER AND GAMBLE CO
-$245.5K
9,401
-11%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$245.4K
5,839
清仓
HIO
WESTERN ASSET HIGH INCOME OP
-$242.8K
0
-100%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$242.2K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$241.6K
31,700
+4%
清仓
GHY
PGIM GLOBAL HIGH YIELD FD FO
-$241.4K
0
-100%
清仓
IUSV
ISHARES TR
-$237.8K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$234.9K
4,768
-17%
建仓
QBTS
D-WAVE QUANTUM INC
+$234.3K
9,484
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$233.2K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$232.1K
8,613
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$231.6K
30,978
+2%
增持
VBR
VANGUARD INDEX FDS
+$230.8K
15,469
+1%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$227.2K
0
-100%
减持
IVV
ISHARES TR
-$226.8K
4,851
-13%
减持
IWV
ISHARES TR
-$222.2K
716
-49%
增持
DXUV
DIMENSIONAL ETF TRUST
+$220.1K
13,794
+28%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$218.3K
450
增持
WDAY
WORKDAY INC
+$217.1K
3,783
+31%
减持
IVW
ISHARES TR
+$216.2K
21,351
-0%
建仓
MDB
MONGODB INC
+$213.2K
687
减持
ABT
ABBOTT LABS
-$212.4K
4,064
-27%
建仓
IDV
ISHARES TR
+$211.1K
5,776
清仓
FLR
FLUOR CORP NEW
-$205.1K
0
-100%
建仓
AVES
AMERICAN CENTY ETF TR
+$204.1K
3,557
增持
IJR
ISHARES TR
+$203.7K
20,280
+0%
清仓
WMB
WILLIAMS COS INC
-$203.4K
0
-100%
减持
BN
BROOKFIELD CORP
-$203.1K
3,106
-54%
增持
SPYM
SPDR SERIES TRUST
+$201.6K
24,069
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$200.6K
2,757
+24%
增持
AGI
ALAMOS GOLD INC NEW
+$183.9K
13,200
+27%
增持
DCOR
DIMENSIONAL ETF TRUST
+$182.7K
11,671
+19%
增持
AVGV
AMERICAN CENTY ETF TR
+$182.6K
25,781
+3%
减持
JNJ
JOHNSON & JOHNSON
+$181.8K
12,989
-11%
减持
VB
VANGUARD INDEX FDS
+$174.9K
14,721
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$173.5K
3,244
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$171.4K
23,392
-9%
增持
INTU
INTUIT
-$168.0K
1,672
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$167.9K
22,788
+19%
减持
BA
BOEING CO
-$167.0K
2,419
-26%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$166.1K
8,185
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$161.8K
4,690
-17%
减持
GD
GENERAL DYNAMICS CORP
-$160.4K
887
-44%
增持
SCHB
SCHWAB STRATEGIC TR
+$153.9K
40,135
+9%
增持
VCR
VANGUARD WORLD FD
+$149.8K
4,375
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$148.1K
11,465
+18%
增持
EFA
ISHARES TR
+$140.6K
34,857
+0%
增持
AVEM
AMERICAN CENTY ETF TR
+$138.4K
6,808
+25%
