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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 142 项
建仓 10
增持 39
减持 75
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$5.0M
3,262,874
+19%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.1M
145,545
+33%
减持
UBER
UBER TECHNOLOGIES INC
+$3.0M
177,774
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。
-3%
增持
MMM
3M CO
+$2.7M
61,340
+77%
增持
IJR
ISHARES TR
+$2.6M
38,857
+159%
增持
GSLC
GOLDMAN SACHS ETF TR
+$2.2M
149,176
+10%
减持
AAPL
APPLE INC
+$1.8M
91,532
-2%
建仓
BND
VANGUARD BD INDEX FDS
+$1.5M
21,284
增持
ITOT
ISHARES TR
+$1.5M
101,580
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
172,478
-10%
减持
IUSG
ISHARES TR
+$1.2M
125,202
-1%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.1M
115,741
+19%
减持
AGG
ISHARES TR
-$946.9K
24,657
-27%
减持
SNN
SMITH & NEPHEW PLC
-$901.2K
45,665
-36%
减持
AMD
ADVANCED MICRO DEVICES INC
+$882.6K
66,876
-10%
增持
IUSV
ISHARES TR
+$874.9K
68,642
+9%
减持
NVDA
NVIDIA CORPORATION
+$860.5K
6,077
-11%
减持
TSLA
TESLA INC
+$841.0K
8,256
-4%
减持
MSFT
MICROSOFT CORP
+$816.6K
55,463
-8%
清仓
SHY
ISHARES TR
-$805.7K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$794.6K
10,259
+100%
减持
AMZN
AMAZON COM INC
+$789.2K
72,878
-7%
增持
VUG
VANGUARD INDEX FDS
+$770.6K
16,644
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$752.9K
16,553
+95%
增持
AVUS
AMERICAN CENTY ETF TR
+$706.7K
41,109
+17%
减持
VO
VANGUARD INDEX FDS
-$694.8K
1,195
-74%
增持
NTRS
NORTHERN TR CORP
+$648.2K
25,446
+42%
清仓
IGSB
ISHARES TR
-$506.5K
0
-100%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$454.2K
20,534
增持
AVEM
AMERICAN CENTY ETF TR
+$431.6K
19,811
+55%
清仓
ICUI
ICU MED INC
-$423.4K
0
-100%
建仓
CWT
CALIFORNIA WTR SVC GROUP
+$414.0K
7,827
增持
HR
HEALTHCARE RLTY TR
+$408.2K
72,841
+34%
清仓
HEFA
ISHARES TR
-$403.9K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$359.0K
0
-100%
减持
CLX
CLOROX CO DEL
-$325.7K
7,156
-17%
减持
VOO
VANGUARD INDEX FDS
-$322.4K
20,481
-13%
清仓
NKE
NIKE INC
-$321.0K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$311.1K
6,956
-7%
清仓
IEUR
ISHARES TR
-$306.2K
0
-100%
建仓
SE
SEA LTD
+$302.1K
4,939
增持
VDC
VANGUARD WORLD FDS
+$298.5K
2,875
+110%
建仓
SCHY
SCHWAB STRATEGIC TR
+$287.4K
11,652
清仓
IXUS
ISHARES TR
-$282.6K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$281.5K
0
-100%
建仓
CALM
CAL MAINE FOODS INC
+$275.0K
6,092
建仓
MAA
MID-AMER APT CMNTYS INC
+$274.1K
1,771
减持
KR
KROGER CO
-$272.5K
6,100
-48%
减持
SCHW
SCHWAB CHARLES CORP
+$262.8K
40,031
-14%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$257.4K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$253.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$244.0K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$239.3K
15,619
-4%
建仓
DOCU
DOCUSIGN INC
+$234.4K
4,524
清仓
TQQQ
PROSHARES TR
-$232.7K
0
-100%
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$227.1K
8,778
清仓
HYMB
SPDR SER TR
-$227.0K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$224.0K
15,123
+26%
减持
IVV
ISHARES TR
+$222.4K
6,500
-2%
增持
COST
COSTCO WHSL CORP NEW
+$220.0K
1,302
+27%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$218.8K
12,743
+54%
清仓
ABBV
ABBVIE INC
-$217.9K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$215.7K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$212.7K
0
-100%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$212.4K
3,156
-34%
建仓
SPY
SPDR S&P 500 ETF TR
+$210.1K
463
减持
DIS
DISNEY WALT CO
-$208.2K
4,722
-24%
清仓
DKNG
DRAFTKINGS INC NEW
-$204.2K
0
-100%
减持
IYW
ISHARES TR
+$189.1K
10,702
-1%
减持
XRAY
DENTSPLY SIRONA INC
-$183.8K
48,938
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$177.6K
9,707
-2%
增持
AVO
MISSION PRODUCE INC
+$173.3K
48,137
+31%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$172.7K
16,436
+27%
增持
IEFA
ISHARES TR
+$167.9K
33,115
+8%
减持
AVGE
AMERICAN CENTY ETF TR
-$166.4K
3,856
-45%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$159.4K
7,903
-13%
减持
—
MEDTRONIC PLC
-$154.5K
15,912
-7%
减持
ATR
APTARGROUP INC
-$142.7K
2,526
-34%
减持
NTR
NUTRIEN LTD
-$138.4K
5,000
-27%
减持
SHOP
SHOPIFY INC
-$132.6K
4,709
-50%
减持
IEMG
ISHARES INC
-$131.2K
15,671
-19%
减持
HD
HOME DEPOT INC
-$126.7K
1,182
-32%
减持
META
META PLATFORMS INC
+$126.5K
2,880
-4%
减持
GOOGL
ALPHABET INC
-$124.9K
102,724
-12%
增持
DEO
DIAGEO PLC
+$123.2K
2,418
+50%
减持
MUB
ISHARES TR
-$119.8K
9,219
-11%
减持
JPM
JPMORGAN CHASE & CO
+$118.9K
10,298
-6%
增持
GOOG
ALPHABET INC
+$114.3K
7,890
+1%
减持
V
VISA INC
-$105.9K
1,556
-26%
减持
CSCO
CISCO SYS INC
+$99.0K
27,373
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$97.8K
16,997
-2%
增持
TDOC
TELADOC HEALTH INC
+$93.0K
19,612
+47%
减持
SBUX
STARBUCKS CORP
-$85.8K
1,990
-23%
减持
UNH
UNITEDHEALTH GROUP INC
-$78.5K
728
-20%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$76.6K
528
-44%
增持
GMED
GLOBUS MED INC
+$75.9K
12,497
+4%
增持
AVSC
AMERICAN CENTY ETF TR
+$71.1K
7,740
+8%
减持
ORCL
ORACLE CORP
+$71.0K
3,894
-5%
减持
AVGO
BROADCOM INC
+$70.4K
402
-15%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$68.8K
3,915
-17%
增持
PNC
PNC FINL SVCS GROUP INC
+$68.3K
2,266
+21%
减持
—
EXXON MOBIL CORP
-$68.0K
2,543
-12%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$59.6K
30,158
+831%
减持
MWA
MUELLER WTR PRODS INC
-$54.7K
58,933
-22%
减持
WMT
WALMART INC
-$51.4K
5,071
-11%
减持
PB
PROSPERITY BANCSHARES INC
-$47.5K
5,000
-13%
增持
AVIV
AMERICAN CENTY ETF TR
+$46.4K
8,601
+9%
减持
MRK
MERCK & CO INC
-$43.6K
2,048
-11%
减持
IWR
ISHARES TR
+$42.2K
6,469
-0%
减持
BAC
BANK AMERICA CORP
+$40.6K
21,652
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$40.5K
3,772
-23%
减持
MGK
VANGUARD WORLD FD
+$38.8K
1,496
-3%
减持
LLY
LILLY ELI & CO
+$38.0K
625
-2%
减持
—
CALAVO GROWERS INC
+$36.6K
12,352
-10%
减持
VHT
VANGUARD WORLD FDS
-$35.3K
1,185
-13%
减持
PG
PROCTER AND GAMBLE CO
-$34.8K
1,469
-12%
减持
LQD
ISHARES TR
-$32.8K
2,347
-10%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$30.7K
3,105
+1%
增持
LULU
LULULEMON ATHLETICA INC
+$29.2K
1,035
+7%
减持
VGT
VANGUARD WORLD FDS
+$28.6K
552
-4%
减持
MA
MASTERCARD INCORPORATED
-$26.8K
677
-16%
减持
F
FORD MTR CO DEL
+$25.8K
11,788
-1%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$24.7K
4,828
-5%
减持
VV
VANGUARD INDEX FDS
+$21.5K
1,555
-3%
减持
VTI
VANGUARD INDEX FDS
+$21.5K
3,492
-7%
增持
SLQT
SELECTQUOTE INC
+$18.6K
19,000
+27%
减持
SHM
SPDR SER TR
-$18.6K
11,357
-3%
减持
—
CHUBB LIMITED
-$18.2K
2,177
-5%
增持
SPDW
SPDR INDEX SHS FDS
+$17.6K
15,262
+2%
增持
TRV
TRAVELERS COMPANIES INC
-$17.6K
7,697
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$17.2K
2,502
-20%
减持
JNJ
JOHNSON & JOHNSON
-$16.3K
4,388
-7%
减持
SHYG
ISHARES TR
-$12.9K
15,024
-2%
增持
SYK
STRYKER CORPORATION
-$11.5K
1,808
+0%
增持
MCD
MCDONALDS CORP
+$9.2K
1,831
+2%
增持
MDLZ
MONDELEZ INTL INC
+$8.3K
3,163
+3%
减持
APH
AMPHENOL CORP NEW
+$8.0K
4,022
-8%
增持
—
LABORATORY CORP AMER HLDGS
-$7.4K
1,522
+0%
减持
PEP
PEPSICO INC
-$6.0K
1,593
-3%
减持
PSX
PHILLIPS 66
-$5.7K
1,952
-11%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$2.1K
2,440
-0%
减持
BA
BOEING CO
+$246
1,430
-4%