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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 70
减持 44
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.5M
91,869
-1%
增持
TSLA
TESLA INC
+$2.2M
27,847
+9%
增持
ITOT
ISHARES TR
+$2.0M
135,642
+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
UBER
UBER TECHNOLOGIES INC
-$1.6M
152,604
-2%
增持
IJR
ISHARES TR
+$1.6M
73,940
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.3M
7,883
+313%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
128,872
+4%
增持
CLX
CLOROX CO DEL
+$1.2M
14,123
+212%
减持
SCHW
SCHWAB CHARLES CORP
-$1.2M
10,861
-58%
增持
NVDA
NVIDIA CORPORATION
+$954.2K
61,393
+853%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$953.3K
4
-33%
增持
MELI
MERCADOLIBRE INC
+$946.4K
888
+149%
增持
IVV
ISHARES TR
+$936.8K
12,849
+7%
减持
KMB
KIMBERLY-CLARK CORP
-$835.3K
8,576
-46%
增持
AVUS
AMERICAN CENTY ETF TR
+$801.2K
64,244
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$772.9K
56,012
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$766.4K
158,263
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$756.0K
35,084
+12%
减持
IUSG
ISHARES TR
+$720.3K
109,063
-3%
增持
IEFA
ISHARES TR
+$672.4K
47,951
+19%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$647.8K
40,857
+45%
清仓
DGX
QUEST DIAGNOSTICS INC
-$642.5K
0
-100%
减持
HR
HEALTHCARE RLTY TR
-$637.8K
16,950
-75%
清仓
MWA
MUELLER WTR PRODS INC
-$604.8K
0
-100%
增持
—
QIAGEN NV
+$586.2K
38,805
+33%
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
-$579.0K
3,546,020
+2%
增持
AVLV
AMERICAN CENTY ETF TR
+$548.9K
25,312
+44%
增持
AVDE
AMERICAN CENTY ETF TR
+$536.4K
137,661
+3%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$531.6K
6,623
减持
MMM
3M CO
+$530.4K
68,807
-24%
增持
IUSV
ISHARES TR
+$529.6K
65,018
+2%
减持
SOLV
SOLVENTUM CORP
-$524.3K
14,925
-34%
增持
VXUS
VANGUARD STAR FDS
+$493.9K
43,246
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$489.9K
9,694
+2%
减持
GSLC
GOLDMAN SACHS ETF TR
+$466.3K
110,931
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$424.4K
10,431
+3%
减持
GOOGL
ALPHABET INC
+$421.2K
87,943
-6%
建仓
VO
VANGUARD INDEX FDS
+$419.2K
1,676
减持
AMZN
AMAZON COM INC
-$407.9K
60,718
-4%
增持
AVEM
AMERICAN CENTY ETF TR
+$377.2K
33,091
+17%
增持
LQD
ISHARES TR
+$372.4K
7,857
+71%
减持
PANW
PALO ALTO NETWORKS INC
+$372.1K
10,910
-2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$346.5K
53,614
+13%
增持
HSIC
HENRY SCHEIN INC
+$345.3K
13,544
+50%
减持
MSFT
MICROSOFT CORP
+$317.8K
51,063
-1%
建仓
FNDF
SCHWAB STRATEGIC TR
+$308.4K
8,641
建仓
ILMN
ILLUMINA INC
+$306.4K
2,501
增持
GPIX
GOLDMAN SACHS ETF TR
+$300.7K
12,223
+100%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$291.2K
0
-100%
清仓
BA
BOEING CO
-$279.8K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$277.9K
1,585
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$276.9K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$266.9K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$265.2K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$260.6K
0
-100%
建仓
ROG
ROGERS CORP
+$254.3K
2,078
建仓
MRTN
MARTEN TRANS LTD
+$247.0K
13,043
清仓
CRM
SALESFORCE INC
-$246.2K
0
-100%
建仓
ULST
SSGA ACTIVE ETF TR
+$243.5K
6,000
建仓
VB
VANGUARD INDEX FDS
+$241.5K
1,041
清仓
QLD
PROSHARES TR
-$240.3K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$237.0K
2,612
清仓
PSX
PHILLIPS 66
-$233.4K
0
-100%
清仓
DIS
DISNEY WALT CO
-$232.1K
0
-100%
增持
SHOP
SHOPIFY INC
+$231.9K
8,896
+110%
建仓
—
ASML HOLDING N V
+$231.4K
269
减持
RGA
REINSURANCE GRP OF AMERICA I
-$225.5K
1,971
-47%
建仓
MS
MORGAN STANLEY
+$222.6K
2,145
建仓
ABBV
ABBVIE INC
+$219.6K
1,176
建仓
FSLR
FIRST SOLAR INC
+$215.7K
1,023
增持
QLTY
2023 ETF SERIES TRUST II
+$215.6K
19,283
+46%
增持
MUB
ISHARES TR
+$215.1K
11,446
+20%
减持
VUG
VANGUARD INDEX FDS
+$212.2K
8,921
-1%
增持
NVST
ENVISTA HOLDINGS CORPORATION
+$212.1K
45,227
+60%
清仓
INDB
INDEPENDENT BK CORP MASS
-$210.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$209.5K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$209.3K
18,127
+24%
增持
MKC
MCCORMICK & CO INC
+$208.8K
5,834
+76%
增持
WERN
WERNER ENTERPRISES INC
+$206.2K
17,947
+22%
建仓
MDLZ
MONDELEZ INTL INC
+$204.7K
3,053
建仓
NOW
SERVICENOW INC
+$204.5K
256
清仓
QQQ
INVESCO QQQ TR
-$204.4K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$203.8K
888
建仓
NEE
NEXTERA ENERGY INC
+$203.0K
2,733
增持
VBK
VANGUARD INDEX FDS
+$202.5K
3,441
+20%
增持
AGG
ISHARES TR
+$201.6K
34,428
+3%
建仓
WAT
WATERS CORP
+$201.5K
615
增持
HTO
SJW GROUP
+$198.8K
7,115
+59%
清仓
BTAL
AGF INVTS TR
-$192.9K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$190.9K
11,392
+44%
增持
EFG
ISHARES TR
+$171.5K
6,934
+28%
增持
SPMD
SPDR SER TR
+$163.0K
22,451
+6%
增持
WMT
WALMART INC
+$152.2K
15,255
+1%
增持
IEMG
ISHARES INC
+$145.4K
11,815
+23%
减持
META
META PLATFORMS INC
-$128.4K
3,007
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$123.0K
934
+8%
减持
BIL
SPDR SER TR
-$111.5K
3,000
-29%
增持
VTV
VANGUARD INDEX FDS
+$106.8K
6,020
+4%
减持
AVO
MISSION PRODUCE INC
-$103.4K
22,001
-28%
增持
MCD
MCDONALDS CORP
+$98.1K
1,816
+27%
增持
IDA
IDACORP INC
+$97.5K
6,319
+9%
增持
AVGO
BROADCOM INC
+$94.7K
4,382
+951%
增持
NOC
NORTHROP GRUMMAN CORP
+$94.2K
734
+26%
增持
AVIV
AMERICAN CENTY ETF TR
+$93.4K
9,720
+20%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$88.6K
10,197
+15%
减持
V
VISA INC
-$87.4K
1,807
-12%
增持
XRAY
DENTSPLY SIRONA INC
+$81.8K
84,027
+18%
增持
MAA
MID-AMER APT CMNTYS INC
+$77.9K
2,221
+18%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$74.8K
6,522
+27%
减持
COST
COSTCO WHSL CORP NEW
-$71.2K
1,029
-19%
增持
PNC
PNC FINL SVCS GROUP INC
+$68.5K
1,901
+1%
增持
ORCL
ORACLE CORP
+$68.0K
3,231
+4%
减持
DEO
DIAGEO PLC
-$66.3K
3,111
-4%
减持
BAC
BANK AMERICA CORP
-$63.1K
14,923
-23%
增持
—
EXXON MOBIL CORP
+$52.5K
2,924
+18%
增持
JNJ
JOHNSON & JOHNSON
+$52.2K
2,653
+2%
增持
SHYG
ISHARES TR
+$49.0K
24,330
+3%
增持
—
HOLOGIC INC
+$47.7K
3,430
+9%
减持
ADBE
ADOBE INC
-$47.0K
413
-27%
减持
GOOG
ALPHABET INC
+$44.2K
8,471
-6%
增持
SCHY
SCHWAB STRATEGIC TR
+$42.9K
11,405
+10%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$42.8K
4,915
+9%
减持
SPY
SPDR S&P 500 ETF TR
+$42.8K
1,128
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$41.8K
1,022
-17%
增持
LLY
ELI LILLY & CO
+$39.4K
847
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$38.2K
3,089
-2%
建仓
—
ABRDN ASIA PACIFIC INCOME FU
+$37.4K
13,440
增持
PG
PROCTER AND GAMBLE CO
+$36.4K
1,512
+14%
减持
HD
HOME DEPOT INC
+$35.8K
1,205
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$34.7K
5,152
+4%
减持
VTI
VANGUARD INDEX FDS
+$33.7K
7,917
-6%
减持
NGL
NGL ENERGY PARTNERS LP
-$30.8K
20,000
-8%
减持
NTRS
NORTHERN TR CORP
+$28.8K
16,929
-7%
减持
VV
VANGUARD INDEX FDS
+$20.8K
1,405
-2%
增持
MRK
MERCK & CO INC
+$20.3K
2,539
+17%
减持
F
FORD MTR CO DEL
-$19.8K
11,981
-4%
减持
CWT
CALIFORNIA WTR SVC GROUP
-$19.6K
11,693
-20%
增持
CVX
CHEVRON CORP NEW
+$18.4K
1,871
+4%
减持
IJH
ISHARES TR
+$18.1K
3,973
-1%
减持
SE
SEA LTD
-$15.4K
9,837
-16%
减持
MA
MASTERCARD INCORPORATED
-$13.9K
803
-1%
减持
VOO
VANGUARD INDEX FDS
+$12.7K
10,082
-7%
增持
HYMB
SPDR SER TR
+$10.5K
8,806
+3%
增持
SYK
STRYKER CORPORATION
-$9.4K
1,732
+0%
减持
GL
GLOBE LIFE INC
+$8.9K
2,506
-30%
减持
PEP
PEPSICO INC
-$8.6K
1,190
-6%
增持
INTU
INTUIT
+$8.5K
348
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$7.7K
7,089
+2%
减持
NFLX
NETFLIX INC
-$7.1K
441
-4%
减持
CSCO
CISCO SYS INC
-$6.6K
7,935
-2%
