Evanson Financial, LLC
MCLEAN VA · SEC CIK 0002140235
$20.24亿2026Q2 申报市值
325持仓数
49.5%前十大占比 · 第一大 8.7%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RWT | REDWOOD TRUST INC | $6.64万 | 0.00% | 14,000 | — | — | — | — |
| — | PUTNAM ETF TRUST | $10.86万 | 0.01% | 13,696 | — | — | — | — |
| COMP | COMPASS INC | $12.33万 | 0.01% | 10,000 | — | — | — | — |
| KRP | KIMBELL RTY PARTNERS LP | $18.19万 | 0.01% | 12,516 | — | — | — | — |
| PBI | PITNEY BOWES INC | $19.97万 | 0.01% | 11,396 | — | — | — | — |
| STIP | ISHARES TR | $20.03万 | 0.01% | 1,961 | — | — | — | — |
| AAL | AMERICAN AIRLINES GROUP INC | $20.14万 | 0.01% | 11,146 | — | — | — | — |
| ALGN | ALIGN TECHNOLOGY INC | $20.24万 | 0.01% | 1,200 | — | — | — | — |
| — | AMERICAN CENTY ETF TR | $20.36万 | 0.01% | 2,936 | — | — | — | — |
| MELI | MERCADOLIBRE INC | $20.54万 | 0.01% | 121 | — | — | — | — |
| DFVX | DIMENSIONAL ETF TRUST | $20.57万 | 0.01% | 2,502 | — | — | — | — |
| BL | BLACKLINE INC | $20.63万 | 0.01% | 7,350 | — | — | — | — |
| DGRW | WISDOMTREE TR | $20.73万 | 0.01% | 2,168 | — | — | — | — |
| SHW | SHERWIN WILLIAMS CO | $20.83万 | 0.01% | 605 | — | — | — | — |
| ADSK | AUTODESK INC | $21.08万 | 0.01% | 1,084 | — | — | — | — |
| SHE | SPDR SERIES TRUST | $21.30万 | 0.01% | 1,379 | — | — | — | — |
| SCHC | SCHWAB STRATEGIC TR | $21.33万 | 0.01% | 4,433 | — | — | — | — |
| QBTS | D-WAVE QUANTUM INC | $21.39万 | 0.01% | 8,915 | — | — | — | — |
| ADM | ARCHER DANIELS MIDLAND CO | $21.39万 | 0.01% | 2,800 | — | — | — | — |
| ISRG | INTUITIVE SURGICAL INC | $21.75万 | 0.01% | 547 | — | — | — | — |
| DIS | DISNEY WALT CO | $21.81万 | 0.01% | 2,266 | — | — | — | — |
| MNDY | MONDAY COM LTD | $21.92万 | 0.01% | 3,028 | — | — | — | — |
| AVES | AMERICAN CENTY ETF TR | $22.12万 | 0.01% | 3,373 | — | — | — | — |
| WMB | WILLIAMS COS INC | $22.59万 | 0.01% | 3,039 | — | — | — | — |
| SCHK | SCHWAB STRATEGIC TR | $22.64万 | 0.01% | 6,278 | — | — | — | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $22.68万 | 0.01% | 494 | — | — | — | — |
| OKLO | OKLO INC | $23.22万 | 0.01% | 4,438 | — | — | — | — |
| FCX | FREEPORT MCMORAN INC | $23.90万 | 0.01% | 3,800 | — | — | — | — |
| NEM | NEWMONT CORP | $24.12万 | 0.01% | 2,582 | — | — | — | — |
| IWP | ISHARES TR | $24.33万 | 0.01% | 1,662 | — | — | — | — |
| ED | CONSOLIDATED EDISON INC | $24.34万 | 0.01% | 2,200 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC | $24.88万 | 0.01% | 246 | — | — | — | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $25.46万 | 0.01% | 4,317 | — | — | — | — |
| BN | BROOKFIELD CORP | $25.55万 | 0.01% | 6,000 | — | — | — | — |
| — | NUVEEN NY AMT FREE | $25.89万 | 0.01% | 24,146 | — | — | — | — |
| MLRG | ISHARES TR | $25.91万 | 0.01% | 2,500 | — | — | — | — |
| LOW | LOWES COS INC | $25.92万 | 0.01% | 1,176 | — | — | — | — |
| FDX | FEDEX CORP | $25.93万 | 0.01% | 828 | — | — | — | — |
| NSC | NORFOLK SOUTHN CORP | $26.07万 | 0.01% | 829 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $26.18万 | 0.01% | 6,184 | — | — | — | — |
| SO | SOUTHERN CO | $26.60万 | 0.01% | 2,779 | — | — | — | — |
| TOST | TOAST INC | $26.89万 | 0.01% | 9,667 | — | — | — | — |
| VHT | VANGUARD WORLD FD | $26.94万 | 0.01% | 901 | — | — | — | — |
| ARTY | ISHARES TR | $27.16万 | 0.01% | 3,566 | — | — | — | — |
| CL | COLGATE PALMOLIVE CO | $27.21万 | 0.01% | 2,968 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC | $27.42万 | 0.01% | 2,004 | — | — | — | — |
| GEV | GE VERNOVA INC | $27.50万 | 0.01% | 234 | — | — | — | — |
| AKRE | PROFESIONALLY MANAGED PORTFO | $27.70万 | 0.01% | 5,208 | — | — | — | — |
| AVRE | AMERICAN CENTY ETF TR | $28.01万 | 0.01% | 5,912 | — | — | — | — |
| SCHR | SCHWAB STRATEGIC TR | $28.43万 | 0.01% | 11,530 | — | — | — | — |
| PFE | PFIZER INC | $28.45万 | 0.01% | 11,813 | — | — | — | — |
| — | WELLS FARGO & CO | $28.93万 | 0.01% | 250 | — | — | — | — |
| IGSB | ISHARES TR | $29.03万 | 0.01% | 5,539 | — | — | — | — |
| IMCG | ISHARES TR | $29.49万 | 0.01% | 3,000 | — | — | — | — |
| XAR | SPDR SERIES TRUST | $29.56万 | 0.01% | 1,042 | — | — | — | — |
| APPN | APPIAN CORP | $29.64万 | 0.01% | 12,943 | — | — | — | — |
| CET | CENTRAL SECS CORP | $29.65万 | 0.01% | 5,653 | — | — | — | — |
| IYW | ISHARES TR | $29.76万 | 0.01% | 1,180 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.08万 | 0.01% | 600 | — | — | — | — |
| GD | GENERAL DYNAMICS CORP | $30.36万 | 0.01% | 857 | — | — | — | — |
| IWV | ISHARES TR | $30.53万 | 0.02% | 716 | — | — | — | — |
| DE | DEERE & CO | $30.67万 | 0.02% | 483 | — | — | — | — |
| WTW | WILLIS TOWERS WATSON PLC LTD | $30.74万 | 0.02% | 1,176 | — | — | — | — |
| — | INVESCO EXCHANGE TRADED FD T | $30.88万 | 0.02% | 6,021 | — | — | — | — |
| XSVM | INVESCO EXCHANGE TRADED FD T | $31.00万 | 0.02% | 4,455 | — | — | — | — |
| BITB | BITWISE BITCOIN ETF TR | $31.03万 | 0.02% | 9,738 | — | — | — | — |
| FLOT | ISHARES TR | $31.10万 | 0.02% | 6,093 | — | — | — | — |
| BNDX | VANGUARD CHARLOTTE FDS | $31.14万 | 0.02% | 6,429 | — | — | — | — |
| BABA | ALIBABA GROUP HLDG LTD | $31.19万 | 0.02% | 3,250 | — | — | — | — |
| VONG | VANGUARD SCOTTSDALE FDS | $31.47万 | 0.02% | 2,462 | — | — | — | — |
| — | BANK OF AMER CORP | $31.49万 | 0.02% | 251 | — | — | — | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $31.55万 | 0.02% | 6,403 | — | — | — | — |
| ARKF | ARK ETF TR | $31.57万 | 0.02% | 8,000 | — | — | — | — |
| XLE | SELECT SECTOR SPDR TR | $31.65万 | 0.02% | 5,960 | — | — | — | — |
| RWO | SPDR INDEX SHS FDS | $32.15万 | 0.02% | 6,467 | — | — | — | — |
| XLB | SELECT SECTOR SPDR TR | $32.33万 | 0.02% | 6,360 | — | — | — | — |
| PNC | PNC FINL SVCS GROUP INC | $32.85万 | 0.02% | 1,334 | — | — | — | — |
| AVSD | AMERICAN CENTY ETF TR | $33.01万 | 0.02% | 4,132 | — | — | — | — |
| TLT | ISHARES TR | $33.10万 | 0.02% | 3,830 | — | — | — | — |
| GPI | GROUP 1 AUTOMOTIVE INC | $33.48万 | 0.02% | 1,150 | — | — | — | — |
| STPZ | PIMCO ETF TR | $33.64万 | 0.02% | 6,306 | — | — | — | — |
| SCHV | SCHWAB STRATEGIC TR | $34.01万 | 0.02% | 9,771 | — | — | — | — |
| SPYX | SPDR SERIES TRUST | $34.51万 | 0.02% | 5,648 | — | — | — | — |
| ABT | ABBOTT LABORATORIES | $35.58万 | 0.02% | 3,921 | — | — | — | — |
| COP | CONOCOPHILLIPS | $35.75万 | 0.02% | 3,439 | — | — | — | — |
| IGIB | ISHARES TR | $35.93万 | 0.02% | 6,758 | — | — | — | — |
| ILCG | ISHARES TR | $36.28万 | 0.02% | 3,100 | — | — | — | — |
| NEE | NEXTERA ENERGY INC | $36.50万 | 0.02% | 4,159 | — | — | — | — |
| TIP | ISHARES TR | $36.62万 | 0.02% | 3,347 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $37.14万 | 0.02% | 893 | — | — | — | — |
| EEMV | ISHARES INC | $37.47万 | 0.02% | 4,978 | — | — | — | — |
| MO | ALTRIA GROUP INC | $37.58万 | 0.02% | 5,223 | — | — | — | — |
| DUSB | DIMENSIONAL ETF TRUST | $37.93万 | 0.02% | 7,470 | — | — | — | — |
| ESNT | ESSENT GROUP LTD | $38.14万 | 0.02% | 5,934 | — | — | — | — |
| CVLT | COMMVAULT SYS INC | $38.27万 | 0.02% | 2,700 | — | — | — | — |
| T | AT&T INC | $38.27万 | 0.02% | 18,487 | — | — | — | — |
| MRK | MERCK & CO INC | $38.51万 | 0.02% | 2,997 | — | — | — | — |
| MUB | ISHARES TR | $38.56万 | 0.02% | 3,583 | — | — | — | — |
| IEUR | ISHARES TR | $39.22万 | 0.02% | 5,217 | — | — | — | — |
| SLB | SLB LIMITED | $39.35万 | 0.02% | 8,464 | — | — | — | — |