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 |
|---|---|---|---|---|---|---|---|---|
| SCHK | SCHWAB STRATEGIC TR | $22.64万 | 0.01% | 6,278 | — | — | — | — |
| WMB | WILLIAMS COS INC | $22.59万 | 0.01% | 3,039 | — | — | — | — |
| AVES | AMERICAN CENTY ETF TR | $22.12万 | 0.01% | 3,373 | — | — | — | — |
| MNDY | MONDAY COM LTD | $21.92万 | 0.01% | 3,028 | — | — | — | — |
| DIS | DISNEY WALT CO | $21.81万 | 0.01% | 2,266 | — | — | — | — |
| ISRG | INTUITIVE SURGICAL INC | $21.75万 | 0.01% | 547 | — | — | — | — |
| ADM | ARCHER DANIELS MIDLAND CO | $21.39万 | 0.01% | 2,800 | — | — | — | — |
| QBTS | D-WAVE QUANTUM INC | $21.39万 | 0.01% | 8,915 | — | — | — | — |
| SCHC | SCHWAB STRATEGIC TR | $21.33万 | 0.01% | 4,433 | — | — | — | — |
| SHE | SPDR SERIES TRUST | $21.30万 | 0.01% | 1,379 | — | — | — | — |
| ADSK | AUTODESK INC | $21.08万 | 0.01% | 1,084 | — | — | — | — |
| SHW | SHERWIN WILLIAMS CO | $20.83万 | 0.01% | 605 | — | — | — | — |
| DGRW | WISDOMTREE TR | $20.73万 | 0.01% | 2,168 | — | — | — | — |
| BL | BLACKLINE INC | $20.63万 | 0.01% | 7,350 | — | — | — | — |
| DFVX | DIMENSIONAL ETF TRUST | $20.57万 | 0.01% | 2,502 | — | — | — | — |
| MELI | MERCADOLIBRE INC | $20.54万 | 0.01% | 121 | — | — | — | — |
| — | AMERICAN CENTY ETF TR | $20.36万 | 0.01% | 2,936 | — | — | — | — |
| ALGN | ALIGN TECHNOLOGY INC | $20.24万 | 0.01% | 1,200 | — | — | — | — |
| AAL | AMERICAN AIRLINES GROUP INC | $20.14万 | 0.01% | 11,146 | — | — | — | — |
| STIP | ISHARES TR | $20.03万 | 0.01% | 1,961 | — | — | — | — |
| PBI | PITNEY BOWES INC | $19.97万 | 0.01% | 11,396 | — | — | — | — |
| KRP | KIMBELL RTY PARTNERS LP | $18.19万 | 0.01% | 12,516 | — | — | — | — |
| COMP | COMPASS INC | $12.33万 | 0.01% | 10,000 | — | — | — | — |
| — | PUTNAM ETF TRUST | $10.86万 | 0.01% | 13,696 | — | — | — | — |
| RWT | REDWOOD TRUST INC | $6.64万 | 0.00% | 14,000 | — | — | — | — |