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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 38
增持 56
减持 39
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$3.7M
129,392
+30%
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
-$3.1M
3,487,228
+2%
增持
IVV
ISHARES TR
+$2.7M
12,054
+72%
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
GSLC
GOLDMAN SACHS ETF TR
-$2.2M
115,291
-20%
建仓
VXUS
VANGUARD STAR FDS
+$2.1M
36,941
建仓
FBND
FIDELITY MERRIMACK STR TR
+$2.1M
47,325
增持
NVDA
NVIDIA CORPORATION
+$2.0M
6,443
+4%
增持
IJR
ISHARES TR
+$1.8M
69,916
+38%
增持
MSFT
MICROSOFT CORP
+$1.7M
51,665
+3%
清仓
BND
VANGUARD BD INDEX FDS
-$1.7M
0
-100%
减持
AMZN
AMAZON COM INC
+$1.5M
63,112
-2%
增持
GOOGL
ALPHABET INC
+$1.5M
93,617
+3%
减持
VTI
VANGUARD INDEX FDS
-$1.5M
8,450
-45%
建仓
SOLV
SOLVENTUM CORP
+$1.4M
22,739
建仓
—
QIAGEN NV
+$1.1M
29,282
减持
UBER
UBER TECHNOLOGIES INC
+$1.1M
155,644
-2%
增持
TSLA
TESLA INC
+$1.1M
25,510
+94%
增持
AVUV
AMERICAN CENTY ETF TR
+$968.3K
31,247
+55%
清仓
AVSC
AMERICAN CENTY ETF TR
-$907.9K
0
-100%
增持
AAPL
APPLE INC
-$863.1K
93,088
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$849.9K
159,880
+5%
减持
SPMD
SPDR SER TR
-$826.1K
21,139
-46%
增持
AVLV
AMERICAN CENTY ETF TR
+$820.9K
17,576
+300%
减持
IUSV
ISHARES TR
-$799.7K
64,016
-14%
清仓
—
QIAGEN NV
-$734.3K
0
-100%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$709.5K
8,807
-72%
建仓
VBK
VANGUARD INDEX FDS
+$689.9K
2,875
增持
AVUS
AMERICAN CENTY ETF TR
+$677.4K
59,805
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$611.4K
124,386
+8%
清仓
VDC
VANGUARD WORLD FDS
-$603.0K
0
-100%
清仓
IWR
ISHARES TR
-$561.2K
0
-100%
清仓
WAT
WATERS CORP
-$546.6K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$538.3K
55,364
-10%
建仓
EFG
ISHARES TR
+$532.2K
5,425
建仓
IDA
IDACORP INC
+$525.4K
5,814
增持
META
META PLATFORMS INC
+$512.6K
3,078
+14%
建仓
MELI
MERCADOLIBRE INC
+$497.6K
356
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$493.1K
8,871
清仓
ILMN
ILLUMINA INC
-$492.0K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$467.2K
0
-100%
清仓
CALM
CAL MAINE FOODS INC
-$464.2K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$432.9K
7,962
-41%
清仓
—
EQUITY COMWLTH
-$426.8K
0
-100%
减持
HR
HEALTHCARE RLTY TR
-$417.1K
68,339
-12%
建仓
BINC
BLACKROCK ETF TRUST II
+$409.5K
7,932
增持
AGG
ISHARES TR
+$390.5K
33,410
+18%
建仓
BIL
SPDR SER TR
+$386.8K
4,222
建仓
QLTY
2023 ETF SERIES TRUST II
+$378.9K
13,229
清仓
TOWN
TOWNEBANK PORTSMOUTH VA
-$348.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
+$339.3K
15,916
+19%
增持
MMM
3M CO
+$304.4K
90,050
+23%
建仓
NFLX
NETFLIX INC
+$281.7K
459
建仓
CVX
CHEVRON CORP NEW
+$280.1K
1,791
建仓
GPIX
GOLDMAN SACHS ETF TR
+$274.3K
6,123
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$269.2K
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$268.8K
4,938
增持
SHYG
ISHARES TR
+$267.5K
23,680
+40%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$266.8K
5,120
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$265.2K
2,298
增持
CWT
CALIFORNIA WTR SVC GROUP
+$265.0K
14,558
+88%
建仓
DISV
DIMENSIONAL ETF TRUST
+$264.5K
10,085
建仓
NOC
NORTHROP GRUMMAN CORP
+$263.1K
582
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$260.6K
238
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$258.6K
0
-100%
清仓
TGT
TARGET CORP
-$256.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$252.5K
839
+43%
减持
DEO
DIAGEO PLC
-$251.2K
3,252
-34%
建仓
CRM
SALESFORCE INC
+$246.2K
891
建仓
SCHY
SCHWAB STRATEGIC TR
+$241.0K
10,355
增持
PANW
PALO ALTO NETWORKS INC
+$240.9K
11,149
+27%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$240.5K
4,512
建仓
QLD
PROSHARES TR
+$240.3K
3,000
建仓
MKC
MCCORMICK & CO INC
+$239.6K
3,316
清仓
TDOC
TELADOC HEALTH INC
-$238.1K
0
-100%
建仓
—
HOLOGIC INC
+$235.3K
3,141
增持
LQD
ISHARES TR
+$235.0K
4,600
+104%
建仓
HTO
SJW GROUP
+$234.8K
4,467
建仓
PSX
PHILLIPS 66
+$233.4K
1,484
建仓
DIS
DISNEY WALT CO
+$232.1K
2,055
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$230.0K
9,523
-3%
建仓
GL
GLOBE LIFE INC
+$227.8K
3,603
建仓
IJH
ISHARES TR
+$226.6K
4,010
建仓
MAR
MARRIOTT INTL INC NEW
+$225.6K
946
清仓
MDLZ
MONDELEZ INTL INC
-$220.7K
0
-100%
建仓
HYMB
SPDR SER TR
+$217.3K
8,587
建仓
INTU
INTUIT
+$212.8K
347
减持
RGA
REINSURANCE GRP OF AMERICA I
-$209.5K
3,722
-29%
建仓
—
ACCENTURE PLC IRELAND
+$209.5K
666
清仓
ABBV
ABBVIE INC
-$206.8K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$204.4K
480
增持
IEFA
ISHARES TR
+$198.2K
40,360
+6%
建仓
BTAL
AGF INVTS TR
+$192.9K
10,146
增持
JPM
JPMORGAN CHASE & CO
+$190.9K
10,108
+5%
减持
MWA
MUELLER WTR PRODS INC
-$187.9K
39,424
-31%
增持
NVST
ENVISTA HOLDINGS CORPORATION
+$179.9K
28,188
+83%
增持
V
VISA INC
+$179.2K
2,064
+42%
增持
AVEM
AMERICAN CENTY ETF TR
+$178.5K
28,377
+10%
增持
GOOG
ALPHABET INC
+$173.9K
8,998
+5%
减持
INDB
INDEPENDENT BK CORP MASS
-$157.2K
4,333
-26%
减持
IUSG
ISHARES TR
-$154.2K
112,263
-8%
增持
AVGO
BROADCOM INC
+$148.2K
417
+19%
增持
WMT
WALMART INC
+$137.1K
15,144
+219%
减持
JNJ
JOHNSON & JOHNSON
-$123.3K
2,596
-16%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$118.4K
3,159
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$114.6K
6,941
-32%
减持
SE
SEA LTD
+$109.7K
11,777
-23%
增持
AVIV
AMERICAN CENTY ETF TR
+$107.7K
8,104
+30%
增持
MA
MASTERCARD INCORPORATED
+$99.0K
811
+27%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$94.6K
28,191
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$92.3K
14,623
+14%
减持
SCHW
SCHWAB CHARLES CORP
-$90.4K
26,080
-14%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$86.3K
1,225
+14%
增持
MUB
ISHARES TR
+$81.6K
9,537
+11%
增持
CLX
CLOROX CO DEL
+$80.6K
4,522
+15%
减持
AVO
MISSION PRODUCE INC
-$72.0K
30,633
-27%
减持
VTV
VANGUARD INDEX FDS
-$67.9K
5,816
-10%
增持
ADBE
ADOBE INC
-$64.0K
568
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$60.5K
1,136
+7%
增持
LULU
LULULEMON ATHLETICA INC
+$57.2K
774
+77%
增持
KR
KROGER CO
+$55.9K
5,955
+0%
减持
DGX
QUEST DIAGNOSTICS INC
-$54.7K
5,059
-2%
增持
XRAY
DENTSPLY SIRONA INC
-$51.4K
71,423
+18%
减持
NTRS
NORTHERN TR CORP
-$51.4K
18,184
-0%
减持
VGT
VANGUARD WORLD FD
-$49.3K
562
-18%
增持
MRK
MERCK & CO INC
+$49.0K
2,172
+15%
增持
SHM
SPDR SER TR
+$48.7K
11,751
+11%
减持
VOO
VANGUARD INDEX FDS
-$47.5K
10,889
-6%
减持
PNC
PNC FINL SVCS GROUP INC
-$47.1K
1,884
-14%
增持
SYK
STRYKER CORPORATION
+$44.1K
1,730
+1%
减持
—
EXXON MOBIL CORP
+$39.0K
2,470
-3%
减持
MCD
MCDONALDS CORP
-$38.3K
1,429
-1%
增持
HD
HOME DEPOT INC
+$32.9K
1,210
+16%
减持
COST
COSTCO WHSL CORP NEW
-$29.3K
1,265
-7%
减持
MAA
MID-AMER APT CMNTYS INC
-$29.2K
1,890
-4%
增持
WERN
WERNER ENTERPRISES INC
+$28.3K
14,681
+20%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$28.0K
2,292
+9%
减持
VUG
VANGUARD INDEX FDS
-$27.4K
8,996
-7%
减持
IEMG
ISHARES INC
-$24.0K
9,576
-6%
增持
MGK
VANGUARD WORLD FD
+$23.4K
1,501
+0%
增持
HSIC
HENRY SCHEIN INC
+$23.1K
9,057
+9%
减持
AVDE
AMERICAN CENTY ETF TR
+$21.4K
133,873
-2%
增持
CSCO
CISCO SYS INC
-$19.3K
8,131
+0%
减持
PG
PROCTER AND GAMBLE CO
-$19.1K
1,326
-12%
增持
BA
BOEING CO
+$18.8K
1,644
+37%
增持
NGL
NGL ENERGY PARTNERS LP
+$18.8K
21,748
+9%
增持
F
FORD MTR CO DEL
+$18.5K
12,431
+9%
增持
SHOP
SHOPIFY INC
-$12.9K
4,246
+12%
减持
GBIL
GOLDMAN SACHS ETF TR
-$12.0K
3,200
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$11.8K
1,907
-1%
减持
ORCL
ORACLE CORP
-$11.0K
3,121
-13%
