Evanson Asset Management, LLC
CARMEL CA · SEC CIK 0001626379
$18.42亿2026Q1 申报市值
321持仓数
50.9%前十大占比 · 第一大 8.4%
9 / 14新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DIMENSIONAL ETF 加仓+$346.64万
VOO 加仓+$341.86万
DIMENSIONAL ETF 加仓+$306.40万
DFGR 加仓+$296.63万
DFLV 加仓+$261.08万
2026Q1 卖出最多 按季末市值估算
PHYS 减仓-$853.05万
VIG 减仓-$190.42万
VBIL 减仓-$184.87万
IYR 清仓-$172.94万
VDE 减仓-$148.81万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $707.51万 | 0.38% | 33,971 | 351 | 1.0% | $7.31万 | 加仓 |
| CSCO | CISCO SYS INC | $716.66万 | 0.39% | 92,365 | -82 | -0.1% | -$6,362 | 减仓 |
| IWB | ISHARES TR | $731.77万 | 0.40% | 20,523 | -5 | -0.0% | -$1,783 | 减仓 |
| DHS | WISDOMTREE TR | $835.17万 | 0.45% | 76,466 | -3,192 | -4.0% | -$34.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $856.51万 | 0.46% | 57,833 | 254 | 0.4% | $3.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $896.24万 | 0.49% | 18,703 | -1,581 | -7.8% | -$75.76万 | 减仓 |
| IJS | ISHARES TR | $922.71万 | 0.50% | 77,898 | 27 | 0.0% | $3,198 | 加仓 |
| NVDA | NVIDIA CORPORATION | $990.40万 | 0.54% | 56,789 | -1,163 | -2.0% | -$20.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,009.14万 | 0.55% | 27,261 | -871 | -3.1% | -$32.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,351.10万 | 0.73% | 20,775 | -746 | -3.5% | -$48.52万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,495.00万 | 0.81% | 562,453 | 111,599 | 24.8% | $296.63万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,640.96万 | 0.89% | 328,916 | 29,380 | 9.8% | $146.58万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,899.88万 | 1.03% | 137,354 | 323 | 0.2% | $4.47万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,026.54万 | 1.10% | 586,553 | 7,400 | 1.3% | $25.57万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2,094.75万 | 1.14% | 585,452 | 34,277 | 6.2% | $122.64万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,146.38万 | 1.16% | 601,058 | 73,112 | 13.8% | $261.08万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,543.23万 | 1.38% | 652,779 | 49,417 | 8.2% | $192.53万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,838.32万 | 1.54% | 798,853 | -736 | -0.1% | -$2.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,223.74万 | 1.75% | 53,949 | 5,721 | 11.9% | $341.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,905.60万 | 2.12% | 1,114,611 | 87,442 | 8.5% | $306.40万 | 加仓 |
| GOOG | ALPHABET INC | $4,200.26万 | 2.28% | 146,422 | -1,537 | -1.0% | -$44.09万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $4,679.47万 | 2.54% | 1,186,477 | 43,573 | 3.8% | $171.85万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $4,719.36万 | 2.56% | 1,401,653 | 65,502 | 4.9% | $220.55万 | 加仓 |
| GOOGL | ALPHABET INC | $4,859.25万 | 2.64% | 169,395 | 2 | 0.0% | $574 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,255.33万 | 2.85% | 163,814 | 885 | 0.5% | $28.39万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $6,485.28万 | 3.52% | 1,338,275 | 5,151 | 0.4% | $24.96万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6,664.45万 | 3.62% | 939,846 | -10,636 | -1.1% | -$75.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6,749.70万 | 3.66% | 1,080,817 | -2,890 | -0.3% | -$18.05万 | 减仓 |
| AAPL | APPLE INC | $6,772.68万 | 3.68% | 266,862 | 1,584 | 0.6% | $40.20万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $7,401.53万 | 4.02% | 1,402,336 | 15,558 | 1.1% | $82.12万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $7,827.46万 | 4.25% | 2,304,226 | 702 | 0.0% | $2.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,614.81万 | 4.68% | 1,211,136 | 48,734 | 4.2% | $346.64万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.36亿 | 7.38% | 3,839,307 | -240,703 | -5.9% | -$853.05万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1.42亿 | 7.72% | 1,879,681 | -24,437 | -1.3% | -$184.87万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.55亿 | 8.42% | 3,991,743 | -10,472 | -0.3% | -$40.69万 | 减仓 |