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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 84
减持 45
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VBIL
VANGUARD INSTL INDEX FD
+$40.7M
1,904,118
+40%
减持
METV
LISTED FDS TR
-$21.3M
38,073
-40%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.6M
1,386,778
+2%
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
+$4.9M
169,393
-15%
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.5M
4,002,215
+0%
增持
DISV
DIMENSIONAL ETF TRUST
+$4.3M
1,142,904
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.0M
950,482
+4%
减持
AAPL
APPLE INC
-$3.8M
265,278
-11%
减持
NVDA
NVIDIA CORPORATION
-$3.8M
57,952
-26%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.4M
1,027,169
+8%
增持
VOO
VANGUARD INDEX FDS
+$3.3M
48,228
+10%
增持
DFUV
DIMENSIONAL ETF TRUST
+$3.2M
1,333,124
+1%
增持
VUSB
VANGUARD BD INDEX FDS
+$3.0M
79,596
+320%
清仓
ABCS
EA SERIES TRUST
-$3.0M
0
-100%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.9M
1,336,151
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.5M
1,162,402
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.4M
603,362
+7%
增持
SLV
ISHARES SILVER TR
+$2.3M
96,844
+5%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.3M
527,946
+10%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.8M
799,589
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
299,536
+13%
减持
AMZN
AMAZON COM INC
-$1.7M
33,620
-22%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.6M
2,303,524
-2%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.6M
551,175
+4%
减持
GOOG
ALPHABET INC
+$1.6M
147,959
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
20,284
-11%
减持
BND
VANGUARD BD INDEX FDS
-$1.3M
25,761
-40%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$1.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.1M
28,132
-1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.1M
84,719
+19%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.1M
579,153
+3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$951.5K
7,180
-73%
建仓
GNMA
ISHARES TR
+$951.4K
21,360
增持
BIV
VANGUARD BD INDEX FDS
+$851.3K
18,054
+154%
减持
CSCO
CISCO SYS INC
+$788.1K
92,447
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$783.9K
33,369
+43%
减持
DFAT
DIMENSIONAL ETF TRUST
+$764.5K
1,083,707
-1%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$744.6K
5,080
减持
CORT
CORCEPT THERAPEUTICS INC
-$733.6K
13,166
-8%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$678.8K
2,058
+253%
增持
AMD
ADVANCED MICRO DEVICES INC
+$673.4K
12,630
+1%
增持
AVUS
AMERICAN CENTY ETF TR
+$664.7K
17,222
+49%
增持
AVUV
AMERICAN CENTY ETF TR
+$618.4K
24,788
+29%
增持
DFGR
DIMENSIONAL ETF TRUST
+$608.2K
450,854
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$569.0K
63,956
+12%
增持
IEFA
ISHARES TR
+$561.5K
39,034
+16%
减持
VTI
VANGUARD INDEX FDS
+$545.1K
162,929
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$534.1K
16,050
+72%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$534.0K
137,031
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$486.8K
31,677
+49%
建仓
BITB
BITWISE BITCOIN ETF TR
+$463.1K
9,738
增持
BSVO
EA SERIES TRUST
+$460.2K
232,232
+6%
减持
ORCL
ORACLE CORP
-$440.4K
4,967
-1%
增持
VB
VANGUARD INDEX FDS
+$426.5K
16,165
+10%
增持
IWB
ISHARES TR
+$419.8K
20,528
+4%
增持
—
ACCENTURE PLC IRELAND
+$406.0K
18,415
+0%
建仓
IXUS
ISHARES TR
+$401.2K
4,740
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$383.3K
20,015
+79%
增持
ITOT
ISHARES TR
+$381.0K
6,256
+66%
减持
ALRM
ALARM COM HLDGS INC
-$376.7K
168,914
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$357.9K
21,521
+0%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$341.2K
5,208
增持
AVGE
AMERICAN CENTY ETF TR
+$335.0K
32,261
+10%
增持
VXUS
VANGUARD STAR FDS
+$334.3K
82,370
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$322.4K
1,909
+114%
增持
IEMG
ISHARES INC
+$314.8K
20,500
+27%
增持
DXIV
DIMENSIONAL ETF TRUST
+$313.2K
24,278
+18%
减持
TSLA
TESLA INC
-$308.0K
8,230
-9%
减持
DFAE
DIMENSIONAL ETF TRUST
-$301.7K
91,730
-12%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$300.7K
4,080,010
-10%
减持
WMT
WALMART INC
-$298.8K
4,576
-42%
建仓
AVSF
AMERICAN CENTY ETF TR
+$292.6K
6,215
减持
BBNX
BETA BIONICS INC
+$281.8K
31,272
-7%
增持
JNJ
JOHNSON & JOHNSON
+$280.0K
12,991
+0%
增持
VTV
VANGUARD INDEX FDS
+$255.2K
19,568
+5%
建仓
NYF
ISHARES TR
+$250.0K
4,672
增持
NOW
SERVICENOW INC
-$244.5K
4,133
+333%
建仓
FDX
FEDEX CORP
+$239.2K
828
清仓
SCHP
SCHWAB STRATEGIC TR
-$232.1K
0
-100%
清仓
PEP
PEPSICO INC
-$228.8K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$228.3K
3,888
增持
VYM
VANGUARD WHITEHALL FDS
+$228.2K
57,579
+1%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$225.9K
0
-100%
减持
AVIV
AMERICAN CENTY ETF TR
-$223.3K
11,385
-26%
建仓
SGDM
SPROTT ETF TRUST
+$214.6K
3,082
清仓
SHW
SHERWIN WILLIAMS CO
-$209.5K
0
-100%
增持
IWC
ISHARES TR
+$205.6K
14,253
+4%
清仓
AVES
AMERICAN CENTY ETF TR
-$204.1K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$202.5K
0
-100%
增持
IVV
ISHARES TR
+$201.3K
5,034
+4%
建仓
PPTA
PERPETUA RESOURCES CORP
+$200.9K
8,300
减持
VNQ
VANGUARD INDEX FDS
-$195.2K
48,580
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$192.5K
28,193
+24%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$188.0K
7,225
+46%
增持
DIHP
DIMENSIONAL ETF TRUST
+$187.5K
113,404
+1%
增持
MUB
ISHARES TR
+$186.0K
4,048
+74%
增持
SPYM
SPDR SERIES TRUST
+$182.5K
25,781
+7%
增持
AVGV
AMERICAN CENTY ETF TR
+$181.6K
27,262
+6%
增持
NFLX
NETFLIX INC
-$180.1K
7,401
+915%
增持
OKLO
OKLO INC
-$173.4K
4,488
+1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$172.3K
31,741
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$153.4K
20,029
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$139.9K
66,554
+8%
减持
IJS
ISHARES TR
+$138.6K
77,871
-1%
减持
AXP
AMERICAN EXPRESS CO
+$134.3K
3,990
-1%
清仓
—
NEW GOLD INC CDA
-$133.4K
0
-100%
增持
EFV
ISHARES TR
+$130.4K
16,684
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$124.2K
591
+31%
增持
COST
COSTCO WHSL CORP NEW
+$123.4K
845
+29%
增持
VBR
VANGUARD INDEX FDS
+$121.6K
15,818
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$120.3K
12,587
+10%
减持
MO
ALTRIA GROUP INC
-$120.0K
5,207
-18%
增持
XLK
SELECT SECTOR SPDR TR
+$117.6K
36,584
+100%
增持
VV
VANGUARD INDEX FDS
+$113.0K
12,592
+1%
减持
HD
HOME DEPOT INC
-$110.9K
1,596
-2%
增持
VGT
VANGUARD WORLD FD
+$108.9K
3,082
+4%
减持
DLS
WISDOMTREE TR
+$107.8K
83,604
-0%
建仓
FTMU
PUTNAM ETF TRUST
+$105.3K
13,472
减持
IWF
ISHARES TR
-$103.8K
9,778
-3%
减持
PG
PROCTER AND GAMBLE CO
-$103.1K
9,360
-0%
增持
SHY
ISHARES TR
+$102.2K
14,024
+10%
增持
DFAR
DIMENSIONAL ETF TRUST
-$101.5K
160,324
+1%
减持
PM
PHILIP MORRIS INTL INC
-$99.0K
4,985
-10%
增持
IJR
ISHARES TR
+$95.9K
20,850
+3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$94.2K
88,813
+2%
增持
CRM
SALESFORCE INC
+$91.6K
1,147
+28%
增持
AVDE
AMERICAN CENTY ETF TR
+$91.5K
22,641
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$90.7K
68,660
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$89.7K
75,977
+2%
增持
ADBE
ADOBE INC
+$89.5K
4,388
+7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$88.3K
46,293
-0%
减持
SPTS
SPDR SERIES TRUST
-$87.2K
32,523
-8%
减持
AVDV
AMERICAN CENTY ETF TR
-$78.1K
19,585
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$76.8K
3,234
-0%
减持
IWD
ISHARES TR
+$76.5K
14,233
-1%
减持
MRK
MERCK & CO INC
+$75.5K
3,757
-1%
减持
VBK
VANGUARD INDEX FDS
-$74.0K
1,200
-18%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$72.9K
24,656
+2%
减持
EFA
ISHARES TR
+$71.6K
34,637
-1%
增持
VUG
VANGUARD INDEX FDS
+$70.7K
4,833
+1%
减持
SGOV
ISHARES TR
-$70.0K
8,087
-8%
增持
DEHP
DIMENSIONAL ETF TRUST
+$70.0K
40,839
+0%
减持
LLY
ELI LILLY & CO
-$68.5K
691
-35%
减持
FCX
FREEPORT-MCMORAN INC
-$66.8K
4,400
-41%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$65.8K
8,257
+1%
增持
SMH
VANECK ETF TRUST
+$65.3K
1,160
+7%
增持
DFAU
DIMENSIONAL ETF TRUST
+$63.4K
27,361
+3%
增持
IVW
ISHARES TR
+$63.1K
21,423
+0%
增持
T
AT&T INC
-$62.7K
18,675
+0%
减持
DHS
WISDOMTREE TR
+$59.3K
79,658
-0%
