小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 124 项
建仓 4
增持 45
减持 65
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
CTOS
CUSTOM TRUCK ONE SOURCE INC
-$3.2M
3,257,232
-0%
减持
AAPL
APPLE INC
-$1.9M
90,931
-1%
减持
MSFT
MICROSOFT CORP
-$1.9M
52,921
-5%
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
ITOT
ISHARES TR
-$1.8M
91,245
-10%
减持
IUSG
ISHARES TR
-$1.5M
117,550
-6%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.2M
141,367
-3%
减持
VOO
VANGUARD INDEX FDS
-$1.1M
19,249
-6%
减持
IUSV
ISHARES TR
-$1.0M
62,135
-9%
减持
GSLC
GOLDMAN SACHS ETF TR
-$960.6K
148,980
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$892.9K
34,825
-13%
减持
AVDE
AMERICAN CENTY ETF TR
-$874.9K
110,723
-4%
减持
UBER
UBER TECHNOLOGIES INC
-$837.2K
176,328
-1%
减持
AMZN
AMAZON COM INC
-$827.8K
68,378
-6%
减持
SNN
SMITH & NEPHEW PLC
-$816.6K
26,230
-43%
增持
PANW
PALO ALTO NETWORKS INC
+$665.2K
9,699
+39%
减持
KMB
KIMBERLY-CLARK CORP
-$597.4K
12,552
-20%
减持
GOOGL
ALPHABET INC
+$577.3K
96,323
-6%
减持
VUG
VANGUARD INDEX FDS
-$486.7K
15,957
-4%
建仓
—
EQUITY COMWLTH
+$474.1K
25,894
减持
—
MEDTRONIC PLC
-$469.5K
12,969
-18%
增持
AMD
ADVANCED MICRO DEVICES INC
-$466.3K
68,076
+2%
清仓
—
CALAVO GROWERS INC
-$465.2K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$444.6K
0
-100%
清仓
—
CHUBB LIMITED
-$436.6K
0
-100%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$402.8K
6
+20%
建仓
INDB
INDEPENDENT BK CORP MASS
+$399.5K
8,758
清仓
APH
AMPHENOL CORP NEW
-$336.2K
0
-100%
增持
XRAY
DENTSPLY SIRONA INC
-$331.6K
51,757
+6%
清仓
NTR
NUTRIEN LTD
-$331.1K
0
-100%
减持
CSCO
CISCO SYS INC
-$306.7K
21,672
-21%
清仓
ATR
APTARGROUP INC
-$302.4K
0
-100%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$301.0K
6,987
-12%
减持
IEMG
ISHARES INC
-$271.3K
11,443
-27%
减持
MWA
MUELLER WTR PRODS INC
-$264.2K
56,226
-5%
增持
NTRS
NORTHERN TR CORP
-$264.2K
27,393
+8%
增持
HR
HEALTHCARE RLTY TR
-$254.6K
83,495
+15%
减持
IEFA
ISHARES TR
-$253.8K
32,728
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$236.2K
21,144
+29%
清仓
MDLZ
MONDELEZ INTL INC
-$235.1K
0
-100%
增持
GMED
GLOBUS MED INC
+$232.8K
19,433
+56%
增持
TSLA
TESLA INC
-$226.5K
9,410
+14%
清仓
PG
PROCTER AND GAMBLE CO
-$225.4K
0
-100%
建仓
SPMD
SPDR SER TR
+$218.8K
5,223
减持
JPM
JPMORGAN CHASE & CO
-$216.1K
9,871
-4%
清仓
PSX
PHILLIPS 66
-$208.6K
0
-100%
增持
CALM
CAL MAINE FOODS INC
+$208.3K
10,535
+73%
清仓
SBUX
STARBUCKS CORP
-$204.5K
0
-100%
建仓
ABBV
ABBVIE INC
+$204.4K
1,398
减持
RGA
REINSURANCE GRP OF AMERICA I
-$204.3K
3,288
-32%
增持
DEO
DIAGEO PLC
+$201.0K
4,144
+71%
增持
IVV
ISHARES TR
-$188.5K
6,569
+1%
增持
VTI
VANGUARD INDEX FDS
+$177.2K
4,641
+33%
减持
AVO
MISSION PRODUCE INC
-$173.0K
44,002
-9%
减持
MCD
MCDONALDS CORP
-$170.4K
1,435
-22%
增持
SE
SEA LTD
+$158.3K
10,319
+109%
减持
BAC
BANK AMERICA CORP
-$157.2K
20,894
-4%
增持
NVDA
NVIDIA CORPORATION
-$154.6K
6,177
+2%
减持
JNJ
JOHNSON & JOHNSON
-$153.4K
3,904
-11%
减持
BND
VANGUARD BD INDEX FDS
-$143.8K
20,491
-4%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$138.1K
19,020
-7%
减持
TRV
TRAVELERS COMPANIES INC
-$136.6K
7,482
-3%
减持
TDOC
TELADOC HEALTH INC
-$134.0K
17,572
-10%
增持
GOOG
ALPHABET INC
+$133.7K
8,010
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$116.5K
9,758
+1%
增持
MMM
3M CO
+$115.4K
75,233
+23%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$112.5K
167,740
-3%
增持
AVUS
AMERICAN CENTY ETF TR
-$110.4K
42,946
+4%
减持
SPDW
SPDR INDEX SHS FDS
-$107.5K
13,412
-12%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$98.6K
11,939
-6%
增持
AGG
ISHARES TR
+$95.5K
27,253
+11%
减持
MUB
ISHARES TR
-$88.2K
8,880
-4%
减持
BA
BOEING CO
-$86.9K
1,232
-14%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$83.8K
2,389
-2%
增持
DOCU
DOCUSIGN INC
+$80.8K
7,829
+73%
减持
SHOP
SHOPIFY INC
-$80.0K
4,529
-4%
减持
PEP
PEPSICO INC
-$74.5K
1,435
-10%
减持
DGX
QUEST DIAGNOSTICS INC
-$72.3K
1,759
-13%
减持
SYK
STRYKER CORPORATION
-$72.1K
1,707
-6%
减持
COST
COSTCO WHSL CORP NEW
-$71.8K
1,198
-8%
减持
AVGO
BROADCOM INC
-$71.3K
341
-15%
减持
HD
HOME DEPOT INC
-$67.6K
1,106
-6%
增持
ORCL
ORACLE CORP
-$62.8K
3,897
+0%
增持
CWT
CALIFORNIA WTR SVC GROUP
+$62.3K
10,114
+29%
减持
LLY
ELI LILLY & CO
+$61.4K
596
-5%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$60.0K
31,037
+3%
增持
TOWN
TOWNEBANK PORTSMOUTH VA
+$59.9K
13,028
+48%
减持
VZ
VERIZON COMMUNICATIONS INC
-$59.4K
16,414
-3%
增持
AVUV
AMERICAN CENTY ETF TR
-$54.9K
17,555
+6%
减持
MAA
MID-AMER APT CMNTYS INC
-$54.5K
1,707
-4%
减持
PNC
PNC FINL SVCS GROUP INC
-$54.1K
2,264
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$50.8K
3,502
-7%
减持
IYC
ISHARES TR
-$47.6K
5,584
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$47.2K
3,535
-10%
减持
BSV
VANGUARD BD INDEX FDS
-$42.4K
14,696
-3%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$37.5K
2,850
-8%
减持
VO
VANGUARD INDEX FDS
-$34.1K
1,183
-1%
减持
WMT
WALMART INC
-$33.8K
4,875
-4%
减持
VV
VANGUARD INDEX FDS
-$32.9K
1,505
-3%
增持
IWR
ISHARES TR
-$32.3K
6,842
+6%
增持
CLX
CLOROX CO DEL
-$31.8K
8,783
+23%
减持
F
FORD MTR CO DEL
-$29.4K
11,614
-1%
增持
KR
KROGER CO
-$27.5K
6,115
+0%
增持
—
EXXON MOBIL CORP
+$25.5K
2,645
+4%
减持
V
VISA INC
-$24.7K
1,499
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$22.4K
745
+2%
增持
ADBE
ADOBE INC
+$21.5K
551
+4%
增持
SHYG
ISHARES TR
+$21.1K
16,026
+7%
减持
MRK
MERCK & CO INC
-$20.0K
1,975
-4%
增持
AVEM
AMERICAN CENTY ETF TR
-$18.7K
21,128
+7%
增持
IJR
ISHARES TR
-$18.1K
44,715
+15%
增持
VTV
VANGUARD INDEX FDS
-$17.6K
11,057
+8%
减持
SHM
SPDR SER TR
-$16.9K
11,258
-1%
增持
VHT
VANGUARD WORLD FDS
-$15.4K
1,210
+2%
增持
AVIV
AMERICAN CENTY ETF TR
-$13.4K
9,047
+5%
减持
LULU
LULULEMON ATHLETICA INC
-$11.7K
965
-7%
增持
DIS
DISNEY WALT CO
-$11.2K
4,812
+2%
增持
SCHY
SCHWAB STRATEGIC TR
+$9.8K
13,367
+15%
增持
MA
MASTERCARD INCORPORATED
-$8.4K
691
+2%
增持
AVGE
AMERICAN CENTY ETF TR
+$5.8K
4,297
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$4.1K
509
+10%
增持
LQD
ISHARES TR
+$3.7K
2,603
+11%
减持
META
META PLATFORMS INC
+$3.4K
2,732
-5%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.3K
2,083
-17%
增持
AVSC
AMERICAN CENTY ETF TR
-$917
8,895
+15%