Evanson Asset Management, LLC 13F 持仓 · 2026年Q1
Evanson Asset Management 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 321 只证券，申报市值合计 18.63 亿美元。前几大持仓：DFAC（8.33%）、VBIL（7.63%）、PHYS（7.30%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $155.1M | 8.33% | 4.0M | 减持 |
| 2 | VBIL | VANGUARD INSTL INDEX FD | $142.2M | 7.63% | 1.9M | 减持 |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | $136.1M | 7.30% | 3.8M | 减持 |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $86.1M | 4.62% | 1.2M | 增持 |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $78.3M | 4.20% | 2.3M | 增持 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $74.0M | 3.97% | 1.4M | 增持 |
| 7 | AAPL | APPLE INC | $67.7M | 3.64% | 266,862 | 增持 |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $67.5M | 3.62% | 1.1M | 减持 |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $66.6M | 3.58% | 939,846 | 减持 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $64.9M | 3.48% | 1.3M | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $52.6M | 2.82% | 163,814 | 增持 |
| 12 | GOOGL | ALPHABET INC | $48.6M | 2.61% | 169,395 | 增持 |
| 13 | DFIS | DIMENSIONAL ETF TRUST | $47.2M | 2.53% | 1.4M | 增持 |
| 14 | DISV | DIMENSIONAL ETF TRUST | $46.8M | 2.51% | 1.2M | 增持 |
| 15 | GOOG | ALPHABET INC | $42.0M | 2.25% | 146,422 | 减持 |
| 16 | DFSV | DIMENSIONAL ETF TRUST | $39.1M | 2.10% | 1.1M | 增持 |
| 17 | VOO | VANGUARD INDEX FDS | $32.2M | 1.73% | 53,949 | 增持 |
| 18 | DFIC | DIMENSIONAL ETF TRUST | $28.4M | 1.52% | 798,853 | 减持 |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $25.4M | 1.37% | 652,779 | 增持 |
| 20 | DFLV | DIMENSIONAL ETF TRUST | $21.5M | 1.15% | 601,058 | 增持 |
| 21 | METV | LISTED FDS TR | $21.0M | 1.13% | 36,774 | 减持 |
| 22 | DFEV | DIMENSIONAL ETF TRUST | $20.9M | 1.12% | 585,452 | 增持 |
| 23 | DFEM | DIMENSIONAL ETF TRUST | $20.3M | 1.09% | 586,553 | 增持 |
| 24 | VT | VANGUARD INTL EQUITY INDEX F | $19.0M | 1.02% | 137,354 | 增持 |
| 25 | VTEB | VANGUARD MUN BD FDS | $16.4M | 0.88% | 328,916 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR