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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 136 项
建仓 16
增持 43
减持 58
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$5.0M
3,075,873
+11%
减持
AAPL
APPLE INC
-$3.3M
104,814
-25%
减持
AGG
ISHARES TR
-$2.3M
14,552
-60%
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。
减持
MUB
ISHARES TR
-$2.0M
5,073
-79%
增持
UBER
UBER TECHNOLOGIES INC
+$2.0M
223,027
+6%
清仓
—
ALLEGHANY CORP MD
-$1.7M
0
-100%
减持
SQ
BLOCK INC
-$1.5M
5,710
-81%
清仓
—
GCP APPLIED TECHNOLOGIES INC
-$1.4M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.4M
74,040
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.4M
130,552
+9%
建仓
BSV
VANGUARD BD INDEX FDS
+$1.3M
17,450
增持
PANW
PALO ALTO NETWORKS INC
+$1.3M
11,267
+828%
减持
—
EQUITY COMWLTH
-$1.2M
29,743
-59%
增持
AMZN
AMAZON COM INC
+$1.2M
72,810
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.1M
123,289
-48%
减持
CALM
CAL MAINE FOODS INC
-$1.0M
4,211
-84%
建仓
HR
HEALTHCARE RLTY TR
+$924.0K
46,860
减持
CRWD
CROWDSTRIKE HLDGS INC
-$913.0K
18,683
-20%
增持
SCHD
SCHWAB STRATEGIC TR
+$899.0K
69,539
+20%
增持
GOOGL
ALPHABET INC
-$820.0K
136,241
+2059%
减持
DOCU
DOCUSIGN INC
-$813.0K
5,253
-72%
减持
TRV
TRAVELERS COMPANIES INC
-$740.0K
10,243
-32%
减持
BAX
BAXTER INTL INC
-$732.0K
39,969
-15%
清仓
SCHW
SCHWAB CHARLES CORP
-$698.0K
0
-100%
建仓
BIV
VANGUARD BD INDEX FDS
+$691.0K
9,480
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$622.0K
4,351
增持
GSLC
GOLDMAN SACHS ETF TR
+$615.0K
205,229
+3%
减持
IEMG
ISHARES INC
-$585.0K
25,003
-26%
增持
VUG
VANGUARD INDEX FDS
+$528.0K
47,530
+5%
增持
ITOT
ISHARES TR
+$527.0K
44,389
+15%
建仓
PB
PROSPERITY BANCSHARES INC
+$516.0K
7,200
清仓
OKTA
OKTA INC
-$511.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$506.0K
29,445
-6%
减持
IEFA
ISHARES TR
-$457.0K
38,169
-14%
减持
XLP
SELECT SECTOR SPDR TR
-$433.0K
10,404
-36%
减持
NVDA
NVIDIA CORPORATION
-$424.0K
8,321
-16%
清仓
BX
BLACKSTONE INC
-$411.0K
0
-100%
减持
SHM
SPDR SER TR
-$406.0K
13,166
-39%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$405.0K
0
-100%
减持
HEFA
ISHARES TR
-$387.0K
52,025
-18%
增持
IUSG
ISHARES TR
+$380.0K
61,213
+8%
建仓
APH
AMPHENOL CORP NEW
+$379.0K
5,178
增持
SNN
SMITH & NEPHEW PLC
-$373.0K
108,614
+2%
减持
VDC
VANGUARD WORLD FDS
-$372.0K
1,370
-59%
减持
TDOC
TELADOC HEALTH INC
-$347.0K
17,229
-29%
增持
VTI
VANGUARD INDEX FDS
+$343.0K
4,715
+59%
建仓
ATR
APTARGROUP INC
+$340.0K
3,433
清仓
ORCL
ORACLE CORP
-$331.0K
0
-100%
清仓
FTNT
FORTINET INC
-$318.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
-$314.0K
25,897
+2%
增持
—
CHUBB LIMITED
+$277.0K
2,442
+116%
清仓
HYMB
SPDR SER TR
-$276.0K
0
-100%
建仓
—
LAM RESEARCH CORP
+$268.0K
696
减持
SE
SEA LTD
-$267.0K
5,543
-32%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$267.0K
0
-100%
建仓
—
EXXON MOBIL CORP
+$262.0K
2,448
减持
CSCO
CISCO SYS INC
-$258.0K
35,316
-18%
增持
AVUV
AMERICAN CENTY ETF TR
+$257.0K
9,654
+42%
减持
HD
HOME DEPOT INC
-$255.0K
2,273
-32%
增持
DIS
DISNEY WALT CO
+$255.0K
10,448
+18%
减持
HTO
SJW GROUP
-$254.0K
17,545
-22%
减持
JNJ
JOHNSON & JOHNSON
-$249.0K
4,843
-21%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$245.0K
0
-100%
清仓
ESGU
ISHARES TR
-$238.0K
0
-100%
减持
IXUS
ISHARES TR
-$232.0K
27,386
-8%
建仓
CRM
SALESFORCE INC
+$232.0K
1,452
建仓
AVGO
BROADCOM INC
+$223.0K
483
清仓
TGT
TARGET CORP
-$223.0K
0
-100%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$223.0K
2,237
清仓
—
ACCENTURE PLC IRELAND
-$222.0K
0
-100%
清仓
HUM
HUMANA INC
-$221.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$220.0K
7,547
-9%
建仓
AMAT
APPLIED MATLS INC
+$220.0K
2,497
建仓
COST
COSTCO WHSL CORP NEW
+$220.0K
441
清仓
MS
MORGAN STANLEY
-$217.0K
0
-100%
清仓
EEM
ISHARES TR
-$215.0K
0
-100%
建仓
BIIB
BIOGEN INC
+$214.0K
762
建仓
NVO
NOVO-NORDISK A S
+$211.0K
1,957
减持
IEUR
ISHARES TR
-$206.0K
26,604
-12%
清仓
BND
VANGUARD BD INDEX FDS
-$205.0K
0
-100%
减持
IJR
ISHARES TR
-$181.0K
28,019
-9%
增持
MMM
3M CO
+$163.0K
21,448
+12%
清仓
—
CROSSFIRST BANKSHARES INC
-$158.0K
0
-100%
增持
TSLA
TESLA INC
+$155.0K
2,599
+308%
减持
ICUI
ICU MED INC
-$155.0K
9,029
-2%
增持
XRAY
DENTSPLY SIRONA INC
+$150.0K
85,511
+23%
增持
MWA
MUELLER WTR PRODS INC
+$147.0K
69,891
+27%
增持
GOOG
ALPHABET INC
-$140.0K
11,029
+1935%
增持
VHT
VANGUARD WORLD FDS
+$139.0K
2,129
+34%
减持
DEO
DIAGEO PLC
-$137.0K
1,630
-31%
减持
CLX
CLOROX CO DEL
-$136.0K
16,225
-6%
减持
PG
PROCTER AND GAMBLE CO
-$121.0K
1,621
-30%
增持
IUSV
ISHARES TR
+$121.0K
39,776
+2%
减持
IPAC
ISHARES TR
-$113.0K
11,730
-11%
增持
IVV
ISHARES TR
+$111.0K
7,881
+3%
增持
VTV
VANGUARD INDEX FDS
+$110.0K
6,915
+11%
增持
SYK
STRYKER CORPORATION
+$95.0K
1,753
+14%
减持
PTON
PELOTON INTERACTIVE INC
-$90.0K
14,646
-34%
增持
UNH
UNITEDHEALTH GROUP INC
+$89.0K
648
+26%
减持
BAC
BK OF AMERICA CORP
+$87.0K
21,315
-2%
减持
IYW
ISHARES TR
-$83.0K
12,260
-4%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$72.0K
7,881
-6%
减持
JPM
JPMORGAN CHASE & CO
-$71.0K
16,751
-12%
减持
QCOM
QUALCOMM INC
-$70.0K
2,022
-16%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$69.0K
1,270
+38%
增持
IWR
ISHARES TR
+$69.0K
7,455
+13%
减持
VNQ
VANGUARD INDEX FDS
-$65.0K
3,898
-7%
减持
SHOP
SHOPIFY INC
-$65.0K
14,034
-7%
减持
NET
CLOUDFLARE INC
-$64.0K
3,650
-40%
增持
MCD
MCDONALDS CORP
+$64.0K
1,445
+16%
减持
UHS
UNIVERSAL HLTH SVCS INC
+$63.0K
15,716
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$59.0K
10,636
-7%
减持
JNK
SPDR SER TR
-$58.0K
10,502
-5%
减持
IAGG
ISHARES TR
-$56.0K
4,145
-20%
增持
BA
BOEING CO
+$54.0K
2,489
+22%
增持
NKE
NIKE INC
+$50.0K
2,840
+37%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$33.0K
5,240
+1%
增持
F
FORD MTR CO DEL
+$30.0K
13,011
+6%
减持
WMT
WALMART INC
-$28.0K
9,929
-16%
减持
VGT
VANGUARD WORLD FDS
-$26.0K
777
-9%
减持
IYK
ISHARES TR
-$22.0K
1,102
-9%
减持
GD
GENERAL DYNAMICS CORP
+$19.0K
916
-2%
增持
NTRS
NORTHERN TR CORP
+$16.0K
18,649
+19%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$15.0K
2,546
+3%
增持
META
META PLATFORMS INC
-$14.0K
5,297
+22%
增持
V
VISA INC
+$14.0K
1,749
+1%
增持
KR
KROGER CO
-$13.0K
11,732
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$13.0K
3,043
+12%
减持
DKNG
DRAFTKINGS INC NEW
+$12.0K
17,940
-16%
增持
—
LABORATORY CORP AMER HLDGS
-$6.0K
1,511
+0%
减持
SBUX
STARBUCKS CORP
+$4.0K
3,274
-10%
减持
VBR
VANGUARD INDEX FDS
+$4.0K
3,108
-4%
减持
VV
VANGUARD INDEX FDS
-$4.0K
1,605
-3%
减持
IYC
ISHARES TR
+$0
7,654
-8%
减持
—
EVEREST RE GROUP LTD
+$0
1,717
-0%
减持
AVO
MISSION PRODUCE INC
+$0
29,030
-12%