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Canvas Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Canvas Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001858782
持仓数
240
前50大市值合计
$481.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 110 项
建仓 5
增持 65
减持 36
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$2.9M
136,336
+42%
增持
GOOGL
ALPHABET INC
+$2.4M
4,766
+12%
增持
EWU
ISHARES TR
+$2.2M
123,985
+132%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MUB
ISHARES TR
+$1.9M
47,663
+52%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
123,185
+6%
增持
IEMG
ISHARES INC
+$1.4M
90,184
+44%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
15,066
+338%
增持
MSFT
MICROSOFT CORP
+$1.2M
65,014
+3%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
30,848
+9%
增持
AGG
ISHARES TR
+$979.0K
54,713
+19%
建仓
EUFN
ISHARES TR
+$903.0K
46,003
增持
SHM
SPDR SER TR
+$698.0K
58,084
+33%
减持
AAPL
APPLE INC
+$577.0K
133,449
-0%
增持
GSLC
GOLDMAN SACHS ETF TR
+$560.0K
60,238
+12%
增持
BA
BOEING CO
+$510.0K
3,740
+187%
增持
BABA
ALIBABA GROUP HLDG LTD
-$475.0K
18,498
+31%
增持
ZBH
ZIMMER BIOMET HLDGS INC
+$449.0K
8,828
+68%
增持
MMM
3M CO
+$447.0K
12,318
+43%
增持
ICUI
ICU MED INC
+$424.0K
8,503
+12%
建仓
V
VISA INC
+$347.0K
1,559
增持
JNJ
JOHNSON & JOHNSON
+$345.0K
16,306
+17%
增持
IEUR
ISHARES TR
+$333.0K
84,662
+10%
建仓
VV
VANGUARD INDEX FDS
+$332.0K
1,650
增持
TDOC
TELADOC HEALTH INC
-$331.0K
46,331
+24%
清仓
PEP
PEPSICO INC
-$301.0K
0
-100%
减持
IUSG
ISHARES TR
-$300.0K
29,749
-10%
减持
IUSV
ISHARES TR
-$289.0K
42,266
-7%
减持
ITOT
ISHARES TR
-$285.0K
46,577
-5%
增持
IJR
ISHARES TR
+$280.0K
18,520
+20%
增持
EWW
ISHARES INC
+$256.0K
47,865
+12%
减持
XRAY
DENTSPLY SIRONA INC
-$256.0K
9,010
-27%
增持
IAGG
ISHARES TR
+$250.0K
15,137
+43%
减持
GVIP
GOLDMAN SACHS ETF TR
-$235.0K
3,897
-36%
建仓
SQ
SQUARE INC
+$235.0K
980
增持
VZ
VERIZON COMMUNICATIONS INC
+$230.0K
21,859
+29%
清仓
MDLZ
MONDELEZ INTL INC
-$226.0K
0
-100%
清仓
HUM
HUMANA INC
-$215.0K
0
-100%
清仓
CAT
CATERPILLAR INC DEL
-$208.0K
0
-100%
建仓
AMGN
AMGEN INC
+$205.0K
963
减持
BDX
BECTON DICKINSON & CO
-$203.0K
3,427
-20%
增持
BAX
BAXTER INTL INC
+$194.0K
21,047
+13%
增持
HYMB
SPDR SERIES TRUST
+$191.0K
13,733
+32%
减持
QCOM
QUALCOMM INC
-$184.0K
7,792
-6%
减持
IXUS
ISHARES TR
-$182.0K
40,283
-3%
增持
HEFA
ISHARES TR
+$181.0K
74,765
+8%
增持
TRV
TRAVELERS COMPANIES INC
+$169.0K
19,365
+4%
减持
PYPL
PAYPAL HLDGS INC
-$124.0K
3,035
-3%
增持
—
CHUBB LIMITED
+$122.0K
7,249
+2%
增持
SNN
SMITH & NEPHEW PLC
-$118.0K
57,984
+19%
增持
NVDA
NVIDIA CORP
+$112.0K
9,954
+308%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$108.0K
2,602
-20%
增持
IVV
ISHARES TR
+$107.0K
6,687
+4%
减持
CRM
SALESFORCE COM INC
+$107.0K
6,196
-4%
增持
—
EVEREST RE GROUP LTD
+$102.0K
4,386
+11%
增持
CSCO
CISCO SYS INC
+$102.0K
55,921
+1%
增持
PG
PROCTER AND GAMBLE CO
+$91.0K
4,015
+15%
增持
VEA
VANGUARD TAX MANAGED INTL FD
+$90.0K
14,274
+16%
增持
HTO
SJW GROUP
+$78.0K
18,490
+2%
增持
—
SANDERSON FARMS INC
+$76.0K
8,713
+5%
增持
AMZN
AMAZON COM INC
-$75.0K
1,568
+3%
减持
NOC
NORTHROP GRUMMAN CORP
-$67.0K
2,444
-6%
减持
ABBV
ABBVIE INC
-$63.0K
2,227
-17%
增持
—
EQUITY COMWLTH
+$60.0K
69,689
+4%
减持
DEO
DIAGEO P L C
-$59.0K
8,164
-4%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$57.0K
3,004
+3%
增持
DOCU
DOCUSIGN INC
-$56.0K
25,669
+8%
增持
VBR
VANGUARD INDEX FDS
+$56.0K
3,401
+14%
减持
VNQ
VANGUARD INDEX FDS
-$55.0K
4,815
-10%
增持
TSLA
TESLA INC
+$53.0K
377
+7%
减持
ORCL
ORACLE CORP
+$52.0K
6,208
-1%
增持
BIIB
BIOGEN INC
-$46.0K
777
+1%
增持
NTRS
NORTHERN TR CORP
+$45.0K
12,839
+11%
增持
PSX
PHILLIPS 66
-$43.0K
2,860
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$40.0K
12,708
+1%
减持
LULU
LULULEMON ATHLETICA INC
-$39.0K
1,958
-14%
减持
GLW
CORNING INC
-$35.0K
6,872
-2%
增持
DGX
QUEST DIAGNOSTICS INC
+$32.0K
2,159
+1%
减持
SCHW
SCHWAB CHARLES CORP NEW
-$31.0K
10,095
-4%
增持
MS
MORGAN STANLEY
+$28.0K
4,068
+1%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$25.0K
2,308
-4%
减持
INTC
INTEL CORP
-$24.0K
6,412
-2%
增持
GD
GENERAL DYNAMICS CORP
+$24.0K
1,354
+6%
减持
HD
HOME DEPOT INC
-$23.0K
3,970
-4%
减持
REGN
REGENERON PHARMACEUTICALS
+$23.0K
966
-4%
减持
NKE
NIKE INC
-$23.0K
2,373
-0%
减持
SBUX
STARBUCKS CORP
-$21.0K
3,792
-4%
增持
DIS
DISNEY WALT CO
-$21.0K
3,781
+0%
减持
F
FORD MTR CO DEL
-$21.0K
11,361
-7%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$18.0K
3,037
+2%
增持
MET
METLIFE INC
+$18.0K
6,745
+1%
增持
VHT
VANGUARD WORLD FDS
+$17.0K
900
+8%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$17.0K
1,588
+4%
减持
—
MEDTRONIC PLC
-$16.0K
2,084
-6%
减持
KMB
KIMBERLY CLARK CORP
-$16.0K
7,419
-1%
增持
MCD
MCDONALDS CORP
+$16.0K
1,292
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$16.0K
6,295
+4%
增持
IPAC
ISHARES TR
+$14.0K
18,057
+0%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$13.0K
9,957
+6%
减持
VTV
VANGUARD INDEX FDS
-$12.0K
3,523
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$11.0K
4,869
+4%
增持
—
LABORATORY CORP AMER HLDGS
+$10.0K
1,510
+0%
减持
NVO
NOVO-NORDISK A S
+$9.0K
2,809
-10%
减持
SYK
STRYKER CORP
+$8.0K
2,638
-0%
增持
META
FACEBOOK INC
+$7.0K
1,637
+4%
减持
CALM
CAL MAINE FOODS INC
-$7.0K
27,695
-0%
增持
WMT
WALMART INC
+$6.0K
5,427
+2%
减持
JPM
JPMORGAN CHASE & CO
+$4.0K
25,763
-5%
减持
BAC
BANK AMER CORP
+$3.0K
29,211
-3%
减持
AVGO
BROADCOM INC
+$1.0K
892
-1%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.0K
8,605
+2%