13F 机构持仓

Evanson Financial, LLC

MCLEAN VA · SEC CIK 0002140235

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$20.24亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 8.7%
VBIL 7.5%
PHYS 5.4%
DIMENSIONAL ET 5.0%
DFAX 4.1%
AAPL 3.9%
DFIV 3.8%
DFUS 3.8%
DIMENSIONAL ET 3.8%
DFUV 3.6%

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
EFV ISHARES TR $125.62万0.06%16,410 —— — —
— DIMENSIONAL ETF TRUST $125.84万0.06%15,350 —— — —
IJH ISHARES TR $128.65万0.06%16,684 —— — —
MA MASTERCARD INCORPORATED $129.08万0.06%2,513 —— — —
AVDS AMERICAN CENTY ETF TR $129.92万0.06%17,263 —— — —
DFAU DIMENSIONAL ETF TRUST $130.23万0.06%25,195 —— — —
SYLD CAMBRIA ETF TR $130.36万0.06%16,483 —— — —
DGS WISDOMTREE TR $130.77万0.06%20,209 —— — —
CAT CATERPILLAR INC $133.11万0.07%1,250 —— — —
IWN ISHARES TR $134.06万0.07%6,061 —— — —
AXP AMERICAN EXPRESS CO $134.99万0.07%3,991 —— — —
PG PROCTER & GAMBLE CO $137.79万0.07%9,396 —— — —
IWM ISHARES TR $149.63万0.07%4,980 —— — —
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.07%2 —— — —
JPM JPMORGAN CHASE & CO $151.34万0.07%4,623 —— — —
XLI SELECT SECTOR SPDR TR $151.90万0.08%8,200 —— — —
MDY STATE STR SPDR S&P MIDCAP 40 $157.32万0.08%2,237 —— — —
ET ENERGY TRANSFER L P $158.72万0.08%83,013 —— — —
AVSC AMERICAN CENTY ETF TR $159.98万0.08%21,813 —— — —
XYZ BLOCK INC $168.42万0.08%22,160 —— — —
DFNM DIMENSIONAL ETF TRUST $169.38万0.08%35,042 —— — —
IEMG ISHARES INC $171.35万0.08%20,685 —— — —
SCZ ISHARES TR $172.49万0.09%20,966 —— — —
VCR VANGUARD WORLD FD $174.18万0.09%4,392 —— — —
VFH VANGUARD WORLD FD $175.40万0.09%13,328 —— — —
BND VANGUARD BD INDEX FDS $176.30万0.09%24,016 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $178.57万0.09%3,739 —— — —
— DIMENSIONAL ETF TRUST $186.29万0.09%26,612 —— — —
SCHF SCHWAB STRATEGIC TR $188.86万0.09%68,179 —— — —
SCHX SCHWAB STRATEGIC TR $195.41万0.10%66,398 —— — —
VTIP VANGUARD MALVERN FDS $206.54万0.10%41,118 —— — —
AVUS AMERICAN CENTY ETF TR $220.46万0.11%17,212 —— — —
DFCF DIMENSIONAL ETF TRUST $223.03万0.11%52,838 —— — —
ACN ACCENTURE PLC IRELAND $225.10万0.11%18,089 —— — —
SCHD SCHWAB STRATEGIC TR $235.39万0.12%74,231 —— — —
— AMERICAN CENTY ETF TR $240.34万0.12%28,269 —— — —
SPYM SPDR SERIES TRUST $241.10万0.12%27,436 —— — —
VUG VANGUARD INDEX FDS $242.31万0.12%28,130 —— — —
AVDE AMERICAN CENTY ETF TR $244.54万0.12%27,414 —— — —
QQQM INVESCO EXCH TRADED FD TR II $251.10万0.12%8,288 —— — —
VCSH VANGUARD SCOTTSDALE FDS $257.66万0.13%32,603 —— — —
VIG VANGUARD SPECIALIZED FUNDS $264.79万0.13%11,191 —— — —
OKE ONEOK INC NEW $266.58万0.13%30,662 —— — —
CVX CHEVRON CORPORATION $269.43万0.13%16,254 —— — —
VGK VANGUARD INTL EQUITY INDEX F $271.44万0.13%30,657 —— — —
EPD ENTERPRISE PRODS PARTNERS L $272.76万0.13%74,200 —— — —
BSV VANGUARD BD INDEX FDS $273.55万0.14%35,111 —— — —
VTES VANGUARD WELLINGTON FD $274.30万0.14%27,075 —— — —
IWC ISHARES TR $285.49万0.14%14,272 —— — —
— EXXON MOBIL CORP $288.36万0.14%21,092 —— — —
DEHP DIMENSIONAL ETF TRUST $293.08万0.14%68,525 —— — —
IVW ISHARES TR $293.67万0.15%21,353 —— — —
VGT VANGUARD WORLD FD $294.71万0.15%24,658 —— — —
VWO VANGUARD INTL EQUITY INDEX F $311.88万0.15%52,250 —— — —
IJR ISHARES TR $312.28万0.15%21,056 —— — —
VYMI VANGUARD WHITEHALL FDS $313.61万0.15%31,935 —— — —
AVGE AMERICAN CENTY ETF TR $318.26万0.16%32,115 —— — —
DFAE DIMENSIONAL ETF TRUST $325.46万0.16%80,940 —— — —
JNJ JOHNSON & JOHNSON $328.48万0.16%12,934 —— — —
VPL VANGUARD INTL EQUITY INDEX F $339.66万0.17%29,360 —— — —
VBR VANGUARD INDEX FDS $341.46万0.17%14,052 —— — —
AVDV AMERICAN CENTY ETF TR $344.18万0.17%33,399 —— — —
IWD ISHARES TR $358.24万0.18%14,777 —— — —
EFA ISHARES TR $360.23万0.18%34,677 —— — —
DTH WISDOMTREE TR $369.65万0.18%68,315 —— — —
DES WISDOMTREE TR $370.91万0.18%91,178 —— — —
TSLA TESLA INC $378.06万0.19%8,989 —— — —
IEFA ISHARES TR $380.02万0.19%39,348 —— — —
VSS VANGUARD INTL EQUITY INDEX F $381.06万0.19%24,698 —— — —
IVV ISHARES TR $385.27万0.19%5,145 —— — —
— DIMENSIONAL ETF TRUST $410.09万0.20%98,271 —— — —
VTV VANGUARD INDEX FDS $421.85万0.21%19,357 —— — —
— DIMENSIONAL ETF TRUST $423.87万0.21%162,029 —— — —
VEU VANGUARD INTL EQUITY INDEX F $424.03万0.21%50,630 —— — —
DIHP DIMENSIONAL ETF TRUST $434.67万0.21%127,375 —— — —
AVUV AMERICAN CENTY ETF TR $459.85万0.23%36,859 —— — —
VNQ VANGUARD INDEX FDS $464.41万0.23%48,160 —— — —
SLV ISHARES SILVER TR $479.38万0.24%89,654 —— — —
IWF ISHARES TR $506.09万0.25%40,758 —— — —
VB VANGUARD INDEX FDS $516.61万0.26%17,043 —— — —
VV VANGUARD INDEX FDS $518.67万0.26%15,082 —— — —
VEA VANGUARD TAX-MANAGED FDS $526.22万0.26%73,855 —— — —
VUSB VANGUARD BD INDEX FDS $681.26万0.34%136,854 —— — —
DLS WISDOMTREE TR $684.66万0.34%81,712 —— — —
VXUS VANGUARD STAR FDS $695.59万0.34%81,366 —— — —
XLK SELECT SECTOR SPDR TR $698.71万0.35%36,674 —— — —
ALRM ALARM COM HLDGS INC $716.83万0.35%153,432 —— — —
BSVO EA SERIES TRUST $743.02万0.37%254,549 —— — —
AMD ADVANCED MICRO DEVICES INC $748.39万0.37%12,883 —— — —
AMZN AMAZON COM INC $800.43万0.40%33,584 —— — —
IWB ISHARES TR $840.78万0.42%20,532 —— — —
DFAW DIMENSIONAL ETF TRUST $842.55万0.42%101,769 —— — —
DHS WISDOMTREE TR $866.76万0.43%76,243 —— — —
CSCO CISCO SYS INC $888.31万0.44%75,627 —— — —
VYM VANGUARD WHITEHALL FDS $917.13万0.45%58,035 —— — —
NVDA NVIDIA CORPORATION $940.80万0.46%47,019 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $954.09万0.47%19,067 —— — —
MSFT MICROSOFT CORP $968.46万0.48%25,963 —— — —
IJS ISHARES TR $1,062.12万0.52%77,708 —— — —
SPY STATE STR SPDR S&P 500 ETF T $1,577.31万0.78%21,122 —— — —