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 |
|---|---|---|---|---|---|---|---|---|
| VFH | VANGUARD WORLD FD | $175.40万 | 0.09% | 13,328 | — | — | — | — |
| VCR | VANGUARD WORLD FD | $174.18万 | 0.09% | 4,392 | — | — | — | — |
| SCZ | ISHARES TR | $172.49万 | 0.09% | 20,966 | — | — | — | — |
| IEMG | ISHARES INC | $171.35万 | 0.08% | 20,685 | — | — | — | — |
| DFNM | DIMENSIONAL ETF TRUST | $169.38万 | 0.08% | 35,042 | — | — | — | — |
| XYZ | BLOCK INC | $168.42万 | 0.08% | 22,160 | — | — | — | — |
| AVSC | AMERICAN CENTY ETF TR | $159.98万 | 0.08% | 21,813 | — | — | — | — |
| ET | ENERGY TRANSFER L P | $158.72万 | 0.08% | 83,013 | — | — | — | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $157.32万 | 0.08% | 2,237 | — | — | — | — |
| XLI | SELECT SECTOR SPDR TR | $151.90万 | 0.08% | 8,200 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $151.34万 | 0.07% | 4,623 | — | — | — | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.07% | 2 | — | — | — | — |
| IWM | ISHARES TR | $149.63万 | 0.07% | 4,980 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $137.79万 | 0.07% | 9,396 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO | $134.99万 | 0.07% | 3,991 | — | — | — | — |
| IWN | ISHARES TR | $134.06万 | 0.07% | 6,061 | — | — | — | — |
| CAT | CATERPILLAR INC | $133.11万 | 0.07% | 1,250 | — | — | — | — |
| DGS | WISDOMTREE TR | $130.77万 | 0.06% | 20,209 | — | — | — | — |
| SYLD | CAMBRIA ETF TR | $130.36万 | 0.06% | 16,483 | — | — | — | — |
| DFAU | DIMENSIONAL ETF TRUST | $130.23万 | 0.06% | 25,195 | — | — | — | — |
| AVDS | AMERICAN CENTY ETF TR | $129.92万 | 0.06% | 17,263 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $129.08万 | 0.06% | 2,513 | — | — | — | — |
| IJH | ISHARES TR | $128.65万 | 0.06% | 16,684 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $125.84万 | 0.06% | 15,350 | — | — | — | — |
| EFV | ISHARES TR | $125.62万 | 0.06% | 16,410 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $120.84万 | 0.06% | 14,998 | — | — | — | — |
| GSG | ISHARES S&P GSCI COMMODITY- | $119.69万 | 0.06% | 41,851 | — | — | — | — |
| FNDF | SCHWAB STRATEGIC TR | $116.50万 | 0.06% | 22,082 | — | — | — | — |
| BIV | VANGUARD BD INDEX FDS | $116.46万 | 0.06% | 15,183 | — | — | — | — |
| SCHB | SCHWAB STRATEGIC TR | $112.88万 | 0.06% | 38,978 | — | — | — | — |
| SGOV | ISHARES TR | $111.86万 | 0.06% | 11,111 | — | — | — | — |
| DEM | WISDOMTREE TR | $111.32万 | 0.05% | 20,695 | — | — | — | — |
| SCHO | SCHWAB STRATEGIC TR | $109.94万 | 0.05% | 45,541 | — | — | — | — |
| IVE | ISHARES TR | $109.12万 | 0.05% | 4,806 | — | — | — | — |
| CORT | CORCEPT THERAPEUTICS INC | $108.50万 | 0.05% | 12,478 | — | — | — | — |
| SHY | ISHARES TR | $105.96万 | 0.05% | 12,905 | — | — | — | — |
| CRWD | CROWDSTRIKE HLDGS INC | $104.71万 | 0.05% | 1,372 | — | — | — | — |
| ITOT | ISHARES TR | $102.77万 | 0.05% | 6,256 | — | — | — | — |
| ABBV | ABBVIE INC | $100.52万 | 0.05% | 3,995 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $98.32万 | 0.05% | 14,785 | — | — | — | — |
| ICF | ISHARES TR | $98.11万 | 0.05% | 14,507 | — | — | — | — |
| DVY | ISHARES TR | $96.78万 | 0.05% | 6,192 | — | — | — | — |
| APPF | APPFOLIO INC | $96.21万 | 0.05% | 6,000 | — | — | — | — |
| AVIV | AMERICAN CENTY ETF TR | $95.69万 | 0.05% | 12,360 | — | — | — | — |
| SPTS | SPDR SERIES TRUST | $94.35万 | 0.05% | 32,523 | — | — | — | — |
| AVEM | AMERICAN CENTY ETF TR | $93.96万 | 0.05% | 9,738 | — | — | — | — |
| ADBE | ADOBE INC | $93.60万 | 0.05% | 4,565 | — | — | — | — |
| EEM | ISHARES TR | $91.67万 | 0.05% | 13,400 | — | — | — | — |
| ENB | ENBRIDGE INC | $91.66万 | 0.05% | 16,908 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $89.91万 | 0.04% | 4,970 | — | — | — | — |
| DOL | WISDOMTREE TR | $86.85万 | 0.04% | 11,679 | — | — | — | — |
| PSLV | SPROTT ASSET MANAGEMENT LP | $85.49万 | 0.04% | 45,304 | — | — | — | — |
| OKTA | OKTA INC | $85.20万 | 0.04% | 6,244 | — | — | — | — |
| VXF | VANGUARD INDEX FDS | $84.89万 | 0.04% | 3,448 | — | — | — | — |
| — | RUNWAY GROWTH FINANCE CORP | $84.41万 | 0.04% | 150,467 | — | — | — | — |
| LLY | ELI LILLY & CO | $82.40万 | 0.04% | 687 | — | — | — | — |
| FNDX | SCHWAB STRATEGIC TR | $82.23万 | 0.04% | 26,442 | — | — | — | — |
| ASML | ASML HLDG NV | $82.16万 | 0.04% | 413 | — | — | — | — |
| SCHG | SCHWAB STRATEGIC TR | $81.60万 | 0.04% | 24,114 | — | — | — | — |
| IXUS | ISHARES TR | $80.48万 | 0.04% | 8,432 | — | — | — | — |
| WES | WESTERN MIDSTREAM PARTNERS L | $79.19万 | 0.04% | 18,097 | — | — | — | — |
| ORCL | ORACLE CORP | $79.12万 | 0.04% | 5,399 | — | — | — | — |
| VDE | VANGUARD WORLD FD | $78.63万 | 0.04% | 5,237 | — | — | — | — |
| CYRX | CRYOPORT INC | $78.50万 | 0.04% | 50,000 | — | — | — | — |
| XLP | SELECT SECTOR SPDR TR | $77.96万 | 0.04% | 9,385 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $76.27万 | 0.04% | 815 | — | — | — | — |
| SMH | VANECK ETF TRUST | $74.30万 | 0.04% | 1,133 | — | — | — | — |
| SCHA | SCHWAB STRATEGIC TR | $73.72万 | 0.04% | 20,403 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $72.53万 | 0.04% | 2,579 | — | — | — | — |
| MCD | MCDONALDS CORP | $71.49万 | 0.04% | 2,645 | — | — | — | — |
| ISHG | ISHARES TR | $70.81万 | 0.03% | 9,537 | — | — | — | — |
| V | VISA INC | $68.82万 | 0.03% | 2,006 | — | — | — | — |
| VPU | VANGUARD WORLD FD | $68.52万 | 0.03% | 3,501 | — | — | — | — |
| IHF | ISHARES TR | $68.00万 | 0.03% | 12,290 | — | — | — | — |
| STT | STATE STR CORP | $67.42万 | 0.03% | 3,975 | — | — | — | — |
| — | LISTED FDS TR | $67.05万 | 0.03% | 36,343 | — | — | — | — |
| AVLV | AMERICAN CENTY ETF TR | $66.55万 | 0.03% | 7,297 | — | — | — | — |
| UNP | UNION PAC CORP | $65.72万 | 0.03% | 2,416 | — | — | — | — |
| SON | SONOCO PRODS CO | $65.55万 | 0.03% | 2,931 | — | — | — | — |
| SPDW | SPDR INDEX SHS FDS | $65.49万 | 0.03% | 12,997 | — | — | — | — |
| QCOM | QUALCOMM INC | $65.14万 | 0.03% | 3,525 | — | — | — | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $64.58万 | 0.03% | 7,814 | — | — | — | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $63.53万 | 0.03% | 10,916 | — | — | — | — |
| NYF | ISHARES TR | $62.79万 | 0.03% | 11,649 | — | — | — | — |
| IYY | ISHARES TR | $62.69万 | 0.03% | 3,439 | — | — | — | — |
| AEM | AGNICO EAGLE MINES LTD | $62.41万 | 0.03% | 4,023 | — | — | — | — |
| DBEF | DBX ETF TR | $61.96万 | 0.03% | 11,341 | — | — | — | — |
| IWS | ISHARES TR | $60.91万 | 0.03% | 3,700 | — | — | — | — |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $60.24万 | 0.03% | 30,612 | — | — | — | — |
| XLU | SELECT SECTOR SPDR TR | $59.97万 | 0.03% | 13,226 | — | — | — | — |
| INTU | INTUIT | $58.80万 | 0.03% | 2,253 | — | — | — | — |
| NFLX | NETFLIX INC. | $57.93万 | 0.03% | 8,114 | — | — | — | — |
| MCHI | ISHARES TR | $57.57万 | 0.03% | 11,282 | — | — | — | — |
| WMT | WALMART INC | $57.35万 | 0.03% | 5,064 | — | — | — | — |
| AMGN | AMGEN INC | $56.26万 | 0.03% | 1,554 | — | — | — | — |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $56.19万 | 0.03% | 35,386 | — | — | — | — |
| INTC | INTEL CORP | $55.97万 | 0.03% | 4,009 | — | — | — | — |
| IDU | ISHARES TR | $54.84万 | 0.03% | 4,785 | — | — | — | — |
| HD | HOME DEPOT INC | $53.68万 | 0.03% | 1,522 | — | — | — | — |
| DON | WISDOMTREE TR | $53.40万 | 0.03% | 9,449 | — | — | — | — |