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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 37
减持 70
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
AVDE
AMERICAN CENTY ETF TR
+$5.3M
97,522
+1384%
增持
ITOT
ISHARES TR
+$4.8M
95,776
+116%
减持
VOO
VANGUARD INDEX FDS
-$4.4M
23,415
-37%
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
CTOS
CUSTOM TRUCK ONE SOURCE INC
-$3.8M
2,742,753
-11%
减持
VUG
VANGUARD INDEX FDS
-$3.3M
16,077
-51%
建仓
SCHW
SCHWAB CHARLES CORP
+$2.4M
46,427
增持
SCHD
SCHWAB STRATEGIC TR
+$2.1M
109,794
+44%
增持
AMZN
AMAZON COM INC
+$2.0M
78,287
+14%
增持
AGG
ISHARES TR
+$2.0M
33,772
+146%
增持
IUSG
ISHARES TR
+$1.9M
126,517
+11%
清仓
FF
FUTUREFUEL CORP
-$1.8M
0
-100%
增持
IUSV
ISHARES TR
+$1.8M
62,750
+59%
减持
AAPL
APPLE INC
+$1.5M
93,838
-11%
减持
IJR
ISHARES TR
-$1.4M
15,018
-46%
减持
IXUS
ISHARES TR
-$1.4M
4,485
-83%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.3M
35,187
+101%
减持
HEFA
ISHARES TR
-$1.3M
13,380
-77%
增持
—
MEDTRONIC PLC
+$1.2M
17,147
+276%
增持
MMM
3M CO
+$1.1M
34,660
+66%
清仓
BAX
BAXTER INTL INC
-$1.1M
0
-100%
减持
IEUR
ISHARES TR
-$1.0M
5,613
-79%
减持
MSFT
MICROSOFT CORP
+$979.1K
60,113
-18%
清仓
JNK
SPDR SER TR
-$958.1K
0
-100%
减持
ICUI
ICU MED INC
-$909.5K
2,247
-71%
减持
UBER
UBER TECHNOLOGIES INC
-$829.8K
183,142
-15%
清仓
XLP
SELECT SECTOR SPDR TR
-$822.4K
0
-100%
建仓
SHY
ISHARES TR
+$805.7K
9,815
清仓
BIV
VANGUARD BD INDEX FDS
-$705.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$702.0K
11,005
-32%
建仓
GMED
GLOBUS MED INC
+$688.5K
11,967
清仓
QQQ
INVESCO QQQ TR
-$678.2K
0
-100%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$657.0K
4,749
减持
GOOGL
ALPHABET INC
+$655.8K
117,194
-11%
减持
CLX
CLOROX CO DEL
-$642.9K
8,641
-40%
清仓
IPAC
ISHARES TR
-$642.7K
0
-100%
建仓
SHYG
ISHARES TR
+$636.6K
15,373
减持
XRAY
DENTSPLY SIRONA INC
-$632.4K
52,318
-31%
减持
GSLC
GOLDMAN SACHS ETF TR
-$597.1K
135,584
-10%
增持
VO
VANGUARD INDEX FDS
+$575.7K
4,656
+152%
增持
MUB
ISHARES TR
+$537.8K
10,376
+97%
减持
WMT
WALMART INC
-$529.6K
5,676
-42%
清仓
VBR
VANGUARD INDEX FDS
-$511.0K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$509.4K
192,274
+33%
建仓
IGSB
ISHARES TR
+$506.5K
10,015
清仓
—
AEROJET ROCKETDYNE HLDGS INC
-$486.9K
0
-100%
清仓
—
EQUITY COMWLTH
-$483.2K
0
-100%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$475.7K
3,238
-37%
增持
AVEM
AMERICAN CENTY ETF TR
+$453.6K
12,820
+218%
建仓
—
CALAVO GROWERS INC
+$428.6K
13,785
清仓
VNQ
VANGUARD INDEX FDS
-$428.0K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$419.4K
16,271
-23%
建仓
AVGE
AMERICAN CENTY ETF TR
+$405.7K
7,039
减持
IVV
ISHARES TR
-$402.7K
6,628
-17%
清仓
CDC
VICTORY PORTFOLIOS II
-$392.5K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$378.3K
12,015
-29%
减持
CSCO
CISCO SYS INC
-$374.6K
29,098
-21%
建仓
LULU
LULULEMON ATHLETICA INC
+$364.5K
964
清仓
HTO
SJW GROUP
-$360.0K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$359.0K
3,390
减持
NVDA
NVIDIA CORPORATION
+$353.9K
6,797
-21%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$343.9K
0
-100%
减持
IEMG
ISHARES INC
-$337.1K
19,232
-24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$326.0K
17,412
+99%
减持
TRV
TRAVELERS COMPANIES INC
-$320.6K
7,563
-18%
减持
AVUV
AMERICAN CENTY ETF TR
-$304.2K
8,503
-28%
增持
TSLA
TESLA INC
+$303.9K
8,617
+3%
增持
NTRS
NORTHERN TR CORP
-$303.3K
17,874
+5%
建仓
AVSC
AMERICAN CENTY ETF TR
+$303.0K
7,186
减持
AMD
ADVANCED MICRO DEVICES INC
-$282.9K
74,503
-23%
清仓
AMAT
APPLIED MATLS INC
-$282.3K
0
-100%
减持
META
META PLATFORMS INC
+$267.8K
2,990
-11%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$266.8K
3,109
-52%
清仓
GOVT
ISHARES TR
-$257.8K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$257.4K
474
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$254.7K
12,936
+64%
清仓
SMH
VANECK ETF TRUST
-$251.3K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$251.1K
5,134
-25%
清仓
SQ
BLOCK INC
-$248.1K
0
-100%
减持
HD
HOME DEPOT INC
-$240.8K
1,738
-25%
建仓
PNC
PNC FINL SVCS GROUP INC
+$239.0K
1,867
减持
PANW
PALO ALTO NETWORKS INC
-$235.8K
7,463
-35%
减持
SNN
SMITH & NEPHEW PLC
-$235.0K
71,279
-21%
减持
IEFA
ISHARES TR
-$233.2K
30,737
-13%
建仓
TQQQ
PROSHARES TR
+$232.7K
8,403
清仓
CALM
CAL MAINE FOODS INC
-$232.5K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$228.0K
0
-100%
建仓
HYMB
SPDR SER TR
+$227.0K
9,106
建仓
MDLZ
MONDELEZ INTL INC
+$226.8K
3,072
清仓
GD
GENERAL DYNAMICS CORP
-$223.5K
0
-100%
清仓
QCOM
QUALCOMM INC
-$218.6K
0
-100%
清仓
EEM
ISHARES TR
-$218.3K
0
-100%
建仓
ABBV
ABBVIE INC
+$217.9K
1,464
清仓
IYK
ISHARES TR
-$216.3K
0
-100%
清仓
GLW
CORNING INC
-$216.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$210.8K
1,026
+62%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$207.2K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$195.7K
4,913
-28%
减持
VHT
VANGUARD WORLD FDS
-$192.4K
1,361
-36%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$180.2K
5,057
+33%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$178.4K
9,131
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$176.5K
9,859
-10%
减持
VOE
VANGUARD INDEX FDS
-$173.7K
1,894
-38%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$168.3K
3,082
-38%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$154.6K
951
-36%
减持
VTI
VANGUARD INDEX FDS
-$145.7K
3,759
-19%
增持
AVIV
AMERICAN CENTY ETF TR
+$136.4K
7,860
+52%
减持
PB
PROSPERITY BANCSHARES INC
-$133.6K
5,750
-15%
减持
BA
BOEING CO
-$130.1K
1,497
-29%
增持
ORCL
ORACLE CORP
+$127.5K
4,091
+36%
减持
ATR
APTARGROUP INC
-$126.7K
3,818
-25%
增持
MCD
MCDONALDS CORP
+$125.4K
1,803
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$125.2K
915
+35%
增持
HR
HEALTHCARE RLTY TR
+$119.7K
54,503
+21%
减持
JNJ
JOHNSON & JOHNSON
-$113.1K
4,706
-9%
增持
PEP
PEPSICO INC
+$108.7K
1,635
+39%
减持
IYC
ISHARES TR
-$104.8K
5,634
-26%
增持
BAC
BANK AMERICA CORP
-$98.8K
23,065
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$96.3K
8,267
+30%
增持
SYK
STRYKER CORPORATION
+$86.5K
1,801
+1%
减持
NKE
NIKE INC
-$76.9K
2,554
-19%
减持
GOOG
ALPHABET INC
-$73.1K
7,819
-22%
减持
IWR
ISHARES TR
-$69.0K
6,471
-12%
减持
DIS
DISNEY WALT CO
-$66.2K
6,176
-10%
减持
PSX
PHILLIPS 66
-$65.9K
2,192
-20%
减持
SBUX
STARBUCKS CORP
-$62.4K
2,575
-23%
减持
SHM
SPDR SER TR
-$56.0K
11,766
-8%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$49.6K
4,728
-11%
减持
MWA
MUELLER WTR PRODS INC
-$43.0K
75,480
-14%
减持
—
LABORATORY CORP AMER HLDGS
-$41.6K
1,515
-0%
减持
CVX
CHEVRON CORP NEW
-$36.8K
1,274
-10%
增持
KR
KROGER CO
+$36.8K
11,787
+0%
增持
—
ACCENTURE PLC IRELAND
+$35.2K
886
+18%
减持
IYW
ISHARES TR
+$35.0K
10,764
-13%
减持
NVO
NOVO-NORDISK A S
-$31.9K
1,299
-27%
减持
AVGO
BROADCOM INC
-$31.7K
472
-16%
减持
PG
PROCTER AND GAMBLE CO
-$30.7K
1,663
-16%
增持
—
CHUBB LIMITED
-$30.7K
2,285
+4%
减持
F
FORD MTR CO DEL
-$30.3K
11,953
-12%
减持
APH
AMPHENOL CORP NEW
-$29.5K
4,389
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$29.1K
2,832
-13%
增持
LLY
LILLY ELI & CO
+$28.3K
638
+2%
增持
LQD
ISHARES TR
+$25.8K
2,621
+12%
增持
MRK
MERCK & CO INC
+$24.7K
2,313
+4%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$23.3K
2,442
-3%
减持
MGK
VANGUARD WORLD FD
+$22.8K
1,542
-6%
减持
SHOP
SHOPIFY INC
+$16.8K
9,334
-14%
减持
V
VISA INC
-$14.5K
2,098
-7%
增持
DEO
DIAGEO PLC
+$11.6K
1,615
+1%
增持
MA
MASTERCARD INCORPORATED
+$9.7K
805
+2%
减持
DGX
QUEST DIAGNOSTICS INC
-$9.1K
2,013
-0%
