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
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 —— — —