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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 63
减持 64
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
DFSV
DIMENSIONAL ETF TRUST
+$5.3M
1,114,611
+9%
增持
DFAS
DIMENSIONAL ETF TRUST
+$5.2M
1,211,136
+4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.8M
1,402,336
+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。
增持
GOOGL
ALPHABET INC
-$4.4M
169,395
+0%
减持
GOOG
ALPHABET INC
-$4.4M
146,422
-1%
增持
AAPL
APPLE INC
-$4.4M
266,862
+1%
减持
METV
LISTED FDS TR
-$4.1M
36,774
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$3.9M
939,846
-1%
减持
MSFT
MICROSOFT CORP
-$3.5M
27,261
-3%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.4M
601,058
+14%
增持
DISV
DIMENSIONAL ETF TRUST
+$3.4M
1,186,477
+4%
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.3M
3,991,743
-0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$3.2M
1,401,653
+5%
增持
DFGR
DIMENSIONAL ETF TRUST
+$3.0M
562,453
+25%
减持
DFAT
DIMENSIONAL ETF TRUST
+$3.0M
1,080,817
-0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.9M
2,304,226
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.7M
1,338,275
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.4M
652,779
+8%
增持
DFEV
DIMENSIONAL ETF TRUST
+$2.4M
585,452
+6%
增持
VTI
VANGUARD INDEX FDS
-$2.1M
163,814
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.0M
11,175
-44%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
53,949
+12%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.9M
118,370
+49%
清仓
IYR
ISHARES TR
-$1.7M
0
-100%
减持
ALRM
ALARM COM HLDGS INC
-$1.6M
162,538
-4%
减持
VBIL
VANGUARD INSTL INDEX FD
-$1.4M
1,879,681
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$1.3M
328,916
+10%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.3M
3,839,307
-6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
32,521
+103%
减持
—
ACCENTURE PLC IRELAND
-$1.3M
18,389
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
18,703
-8%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.2M
20,775
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.1M
74,001
+41%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.1M
586,553
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
32,815
+32%
增持
DEHP
DIMENSIONAL ETF TRUST
+$993.9K
68,392
+67%
减持
—
EXXON MOBIL CORP
+$968.7K
20,384
-1%
清仓
GNMA
ISHARES TR
-$951.4K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$934.7K
83,001
+105%
增持
AVDV
AMERICAN CENTY ETF TR
+$923.3K
27,675
+41%
减持
NVDA
NVIDIA CORPORATION
-$904.1K
56,789
-2%
减持
SCHK
SCHWAB STRATEGIC TR
-$837.8K
7,209
-78%
减持
VDE
VANGUARD WORLD FD
-$836.9K
5,220
-62%
减持
DFIC
DIMENSIONAL ETF TRUST
+$829.4K
798,853
-0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$768.3K
95,363
+13%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$744.4K
18,082
减持
CVX
CHEVRON CORPORATION
+$740.1K
16,253
-6%
建仓
ISHG
ISHARES TR
+$707.5K
9,537
增持
VEA
VANGUARD TAX-MANAGED FDS
+$692.0K
73,148
+14%
增持
AMZN
AMAZON COM INC
-$685.1K
33,971
+1%
减持
DFNM
DIMENSIONAL ETF TRUST
-$627.5K
34,929
-27%
增持
DFCF
DIMENSIONAL ETF TRUST
+$573.0K
52,309
+36%
减持
EEM
ISHARES TR
-$559.6K
13,398
-44%
减持
INTU
INTUIT
-$500.4K
1,493
-14%
减持
VTIP
VANGUARD MALVERN FDS
-$488.1K
21,594
-32%
建仓
ICOP
ISHARES TR
+$475.8K
10,000
减持
JNJ
JOHNSON & JOHNSON
+$468.3K
12,914
-1%
增持
TSLA
TESLA INC
-$462.9K
8,711
+6%
增持
ADBE
ADOBE INC
-$461.9K
4,418
+1%
增持
IWF
ISHARES TR
-$456.6K
9,782
+0%
减持
OKE
ONEOK INC NEW
+$439.3K
31,977
-4%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$417.1K
11,257
-44%
增持
XLK
SELECT SECTOR SPDR TR
-$398.8K
36,630
+0%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$388.7K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$382.8K
50,441
+9%
清仓
WELL
WELLTOWER INC
-$373.1K
0
-100%
增持
IJS
ISHARES TR
+$371.6K
77,898
+0%
清仓
BSCS
INVESCO EXCH TRD SLF IDX FD
-$364.1K
0
-100%
减持
IWB
ISHARES TR
-$348.2K
20,523
-0%
清仓
PYPL
PAYPAL HLDGS INC
-$341.9K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$331.8K
70,317
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$330.9K
137,354
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$301.3K
57,833
+0%
减持
VBR
VANGUARD INDEX FDS
-$299.4K
14,042
-11%
清仓
AVSF
AMERICAN CENTY ETF TR
-$292.6K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$284.6K
3,750
+16%
清仓
BSJS
INVESCO EXCH TRD SLF IDX FD
-$273.9K
0
-100%
清仓
IBHH
ISHARES TR
-$273.6K
0
-100%
清仓
IBDT
ISHARES TR
-$273.1K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$260.6K
0
-100%
减持
DXYZ
DESTINY TECH100 INC
-$258.6K
7,500
-50%
减持
GSG
ISHARES S&P GSCI COMMODITY-
+$257.9K
41,851
-12%
减持
VUG
VANGUARD INDEX FDS
-$253.6K
4,817
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$253.5K
1,392
-27%
清仓
QBTS
D-WAVE QUANTUM INC
-$248.0K
0
-100%
增持
SGOV
ISHARES TR
+$242.5K
10,473
+30%
清仓
BKNG
BOOKING HOLDINGS INC
-$241.3K
0
-100%
减持
DHS
WISDOMTREE TR
+$240.9K
76,466
-4%
减持
VFH
VANGUARD WORLD FD
-$237.2K
13,270
-4%
减持
IVW
ISHARES TR
-$225.4K
21,352
-0%
清仓
MDB
MONGODB INC
-$225.4K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$224.8K
3,089
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$218.0K
10,592
-16%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$205.7K
1,200
建仓
GEV
GE VERNOVA INC
+$204.3K
234
建仓
NRK
NUVEEN NY AMT FREE
+$203.9K
19,974
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$203.5K
2,800
建仓
BWXT
BWX TECHNOLOGIES INC
+$202.7K
991
增持
VB
VANGUARD INDEX FDS
+$196.5K
16,670
+3%
减持
SCHG
SCHWAB STRATEGIC TR
-$195.4K
24,862
-12%
增持
NOW
SERVICENOW INC
-$179.7K
4,337
+5%
增持
AVEM
AMERICAN CENTY ETF TR
+$178.4K
8,801
+28%
增持
DIHP
DIMENSIONAL ETF TRUST
+$177.9K
116,973
+3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$176.1K
96,671
+9%
增持
ORCL
ORACLE CORP
-$174.6K
5,394
+9%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$170.1K
29,682
-2%
增持
VGT
VANGUARD WORLD FD
-$168.9K
3,088
+0%
增持
VTES
VANGUARD WELLINGTON FD
+$165.1K
27,209
+7%
减持
IVV
ISHARES TR
-$160.3K
5,033
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$158.3K
12,518
-1%
减持
QCOM
QUALCOMM INC
-$156.9K
3,525
-1%
减持
JPM
JPMORGAN CHASE & CO
-$154.2K
4,623
-2%
增持
VCR
VANGUARD WORLD FD
-$150.7K
4,386
+0%
增持
DCOR
DIMENSIONAL ETF TRUST
+$148.3K
14,527
+19%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$146.0K
2,097
+2%
增持
DVY
ISHARES TR
+$145.9K
14,083
+0%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$143.2K
33,206
+2%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$140.8K
8,196
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$140.2K
2,577
-0%
减持
DEM
WISDOMTREE TR
-$139.3K
21,233
-17%
增持
SPDW
SPDR INDEX SHS FDS
+$138.8K
12,997
+27%
增持
DXIV
DIMENSIONAL ETF TRUST
+$137.2K
25,422
+5%
减持
SCHF
SCHWAB STRATEGIC TR
-$136.8K
68,271
-10%
减持
CVLT
COMMVAULT SYS INC
-$135.8K
2,700
-2%
减持
ABBV
ABBVIE INC
-$133.4K
3,925
-9%
减持
VYMI
VANGUARD WHITEHALL FDS
+$132.8K
31,722
-0%
减持
SQ
BLOCK INC
-$130.9K
22,160
-2%
减持
AEM
AGNICO EAGLE MINES LTD
+$130.3K
4,023
-1%
增持
AVGV
AMERICAN CENTY ETF TR
+$129.5K
27,399
+1%
增持
AVDE
AMERICAN CENTY ETF TR
+$128.3K
23,481
+4%
减持
LLY
ELI LILLY & CO
-$125.4K
671
-3%
增持
DFAR
DIMENSIONAL ETF TRUST
+$124.2K
160,500
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$117.3K
5,000
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$117.0K
5,899
+52%
减持
V
VISA INC
-$105.6K
2,005
-1%
减持
SHY
ISHARES TR
-$103.8K
12,809
-9%
减持
ABT
ABBOTT LABORATORIES
-$101.9K
4,028
-2%
减持
DFAE
DIMENSIONAL ETF TRUST
-$100.6K
85,263
-7%
减持
DLS
WISDOMTREE TR
-$99.0K
81,887
-2%
减持
—
ASML HLDG NV
+$97.2K
413
-1%
增持
OKLO
OKLO INC
-$97.0K
4,538
+1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$96.5K
828
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$96.5K
34,770
+4%
减持
KMI
KINDER MORGAN INC DEL
+$90.0K
15,269
-1%
增持
IGIB
ISHARES TR
+$89.4K
6,758
+35%
增持
CRM
SALESFORCE INC
-$85.0K
1,173
+2%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$84.6K
45,304
-10%
减持
SCHB
SCHWAB STRATEGIC TR
-$78.8K
38,954
-3%
增持
SCHX
SCHWAB STRATEGIC TR
-$78.3K
69,008
+1%
减持
VTV
VANGUARD INDEX FDS
+$75.6K
19,434
-1%
