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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 139 项
建仓 7
增持 53
减持 57
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$8.0M
2,783,047
+137%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.5M
57,710
+621%
减持
IEFA
ISHARES TR
-$3.2M
44,220
-50%
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
AMZN
AMAZON COM INC
+$2.8M
68,340
+3688%
增持
AAPL
APPLE INC
-$2.3M
138,890
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.3M
119,690
-5%
增持
VUG
VANGUARD INDEX FDS
+$2.1M
45,061
+45%
清仓
EWU
ISHARES TR
-$2.0M
0
-100%
增持
IUSG
ISHARES TR
+$2.0M
56,909
+91%
减持
DOCU
DOCUSIGN INC
-$1.7M
18,654
-43%
减持
VOO
VANGUARD INDEX FDS
-$1.6M
31,263
-4%
减持
IEUR
ISHARES TR
-$1.6M
30,182
-49%
减持
VTV
VANGUARD INDEX FDS
-$1.6M
6,253
-63%
增持
MSFT
MICROSOFT CORP
-$1.5M
72,218
+2%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.2M
3,859
-72%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$1.2M
5,191
减持
OKTA
OKTA INC
-$1.2M
5,653
-61%
建仓
XLP
SELECT SECTOR SPDR TR
+$1.2M
16,305
增持
SQ
BLOCK INC
-$1.2M
30,376
+3%
增持
UBER
UBER TECHNOLOGIES INC
-$1.0M
211,339
+16%
清仓
EWW
ISHARES INC
-$1.0M
0
-100%
减持
AGG
ISHARES TR
-$1.0M
36,624
-21%
增持
SHOP
SHOPIFY INC
-$1.0M
15,130
+376%
减持
ITOT
ISHARES TR
-$970.0K
38,702
-15%
清仓
CRM
SALESFORCE COM INC
-$962.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$958.0K
11,458
-11%
减持
VGT
VANGUARD WORLD FDS
-$941.0K
852
-74%
减持
NVDA
NVIDIA CORPORATION
-$873.0K
9,878
-18%
减持
IXUS
ISHARES TR
-$859.0K
29,694
-27%
减持
SE
SEA LTD
-$843.0K
8,201
-48%
减持
TDOC
TELADOC HEALTH INC
-$784.0K
24,345
-41%
清仓
—
SANDERSON FARMS INC
-$767.0K
0
-100%
减持
MUB
ISHARES TR
-$739.0K
24,042
-22%
减持
JPM
JPMORGAN CHASE & CO
-$705.0K
19,091
-18%
增持
XRAY
DENTSPLY SIRONA INC
+$686.0K
69,711
+57%
减持
CSCO
CISCO SYS INC
-$647.0K
42,808
-14%
建仓
MWA
MUELLER WTR PRODS INC
+$645.0K
54,975
增持
GSLC
GOLDMAN SACHS ETF TR
+$644.0K
199,920
+15%
清仓
PYPL
PAYPAL HLDGS INC
-$639.0K
0
-100%
减持
SHM
SPDR SER TR
-$629.0K
21,411
-39%
减持
—
EVEREST RE GROUP LTD
-$617.0K
1,722
-56%
减持
—
EQUITY COMWLTH
-$594.0K
71,995
-26%
增持
—
ALLEGHANY CORP MD
+$594.0K
2,028
+55%
减持
NET
CLOUDFLARE INC
-$550.0K
6,105
-33%
增持
GOOGL
ALPHABET INC
+$530.0K
6,311
+12%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$524.0K
0
-100%
清仓
IGV
ISHARES TR
-$493.0K
0
-100%
减持
IEMG
ISHARES INC
-$482.0K
33,819
-17%
减持
META
META PLATFORMS INC
-$480.0K
4,352
-22%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$479.0K
239,322
-5%
清仓
—
DRAFTKINGS INC
-$475.0K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$457.0K
0
-100%
增持
ICUI
ICU MED INC
+$444.0K
9,187
+81%
增持
CLX
CLOROX CO DEL
+$439.0K
17,245
+28%
建仓
IWR
ISHARES TR
+$426.0K
6,585
清仓
PENN
PENN NATL GAMING INC
-$410.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$408.0K
2,421
-51%
减持
NTR
NUTRIEN LTD
-$388.0K
6,805
-23%
清仓
AVGO
BROADCOM INC
-$386.0K
0
-100%
清仓
ABNB
AIRBNB INC
-$386.0K
0
-100%
减持
MMM
3M CO
-$369.0K
19,081
-0%
减持
IPAC
ISHARES TR
-$359.0K
13,247
-28%
减持
JNJ
JOHNSON & JOHNSON
-$356.0K
6,100
-24%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$344.0K
6,005
-54%
减持
BA
BOEING CO
-$332.0K
2,039
-49%
增持
IJR
ISHARES TR
+$331.0K
30,954
+24%
减持
PTON
PELOTON INTERACTIVE INC
-$327.0K
22,149
-24%
增持
BAX
BAXTER INTL INC
-$296.0K
47,247
+2%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$286.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$283.0K
11,044
+85%
减持
BAC
BK OF AMERICA CORP
-$275.0K
21,652
-15%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$270.0K
23,343
+27%
减持
HEFA
ISHARES TR
-$265.0K
63,680
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$256.0K
1,214
+97%
减持
BX
BLACKSTONE INC
-$256.0K
4,506
-27%
清仓
—
MEDTRONIC PLC
-$255.0K
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$250.0K
21,380
减持
HD
HOME DEPOT INC
-$249.0K
3,337
-13%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$240.0K
0
-100%
增持
UHS
UNIVERSAL HLTH SVCS INC
-$240.0K
16,440
+9%
增持
FTNT
FORTINET INC
-$239.0K
5,625
+189%
减持
IAGG
ISHARES TR
-$239.0K
5,159
-47%
清仓
CAT
CATERPILLAR INC
-$239.0K
0
-100%
建仓
ESGU
ISHARES TR
+$238.0K
2,840
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$228.0K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$220.0K
0
-100%
建仓
MS
MORGAN STANLEY
+$217.0K
2,851
减持
DEO
DIAGEO PLC
-$217.0K
2,357
-25%
清仓
DIVB
ISHARES TR
-$213.0K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$212.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$206.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$203.0K
923
-30%
清仓
GLW
CORNING INC
-$203.0K
0
-100%
减持
VDC
VANGUARD WORLD FDS
-$193.0K
3,370
-19%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$192.0K
8,308
-11%
减持
TGT
TARGET CORP
-$182.0K
1,580
-9%
增持
AVO
MISSION PRODUCE INC
+$179.0K
32,924
+43%
减持
HYMB
SPDR SER TR
-$179.0K
5,381
-38%
增持
NTRS
NORTHERN TR CORP
+$176.0K
15,717
+24%
减持
IYW
ISHARES TR
-$168.0K
12,710
-2%
增持
IUSV
ISHARES TR
-$140.0K
38,835
+3%
增持
DIS
DISNEY WALT CO
+$139.0K
8,882
+44%
减持
UNH
UNITEDHEALTH GROUP INC
-$127.0K
513
-34%
减持
JNK
SPDR SER TR
-$120.0K
11,059
-4%
增持
CALM
CAL MAINE FOODS INC
-$116.0K
25,591
+1%
增持
SNN
SMITH & NEPHEW PLC
-$112.0K
106,259
+12%
减持
IYC
ISHARES TR
-$108.0K
8,304
-4%
减持
TRV
TRAVELERS COMPANIES INC
-$94.0K
15,061
-2%
增持
IVV
ISHARES TR
-$88.0K
7,682
+7%
增持
KR
KROGER CO
-$85.0K
11,542
+0%
增持
HTO
SJW GROUP
+$80.0K
22,455
+1%
增持
SBUX
STARBUCKS CORP
+$77.0K
3,631
+35%
减持
VTI
VANGUARD INDEX FDS
-$62.0K
2,973
-0%
减持
VNQ
VANGUARD INDEX FDS
-$60.0K
4,179
-3%
增持
VBR
VANGUARD INDEX FDS
-$52.0K
3,234
+1%
增持
V
VISA INC
+$48.0K
1,739
+23%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$47.0K
8,412
-3%
增持
SYK
STRYKER CORPORATION
-$39.0K
1,538
+6%
减持
PSX
PHILLIPS 66
-$38.0K
2,546
-6%
减持
MCD
MCDONALDS CORP
-$33.0K
1,244
-10%
增持
F
FORD MTR CO DEL
-$28.0K
12,301
+8%
增持
PG
PROCTER AND GAMBLE CO
-$25.0K
2,331
+1%
增持
GOOG
ALPHABET INC
+$19.0K
542
+10%
增持
HUM
HUMANA INC
+$18.0K
472
+1%
减持
—
CHUBB LIMITED
-$17.0K
1,131
-2%
增持
WMT
WALMART INC
+$16.0K
11,756
+27%
增持
TSLA
TESLA INC
-$16.0K
637
+30%
增持
—
ACCENTURE PLC IRELAND
-$16.0K
798
+2%
增持
—
LABORATORY CORP AMER HLDGS
-$15.0K
1,505
+0%
增持
—
GCP APPLIED TECHNOLOGIES INC
+$13.0K
45,522
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$11.0K
6,790
+16%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$8.0K
2,481
+3%
增持
NKE
NIKE INC
+$5.0K
2,077
+23%
增持
GD
GENERAL DYNAMICS CORP
+$5.0K
931
+8%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$5.0K
2,729
-2%
增持
VHT
VANGUARD WORLD FDS
+$4.0K
1,589
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$3.0K
25,359
+2%
增持
ORCL
ORACLE CORP
+$2.0K
4,731
+5%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.0K
6,635
+16%