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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 34
增持 79
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
-$4.5M
3,804,610
+7%
增持
AAPL
APPLE INC
+$4.0M
103,596
+13%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
74,448
+21%
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。
增持
MSFT
MICROSOFT CORP
+$2.0M
54,747
+7%
减持
UBER
UBER TECHNOLOGIES INC
+$1.8M
152,221
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
57,748
+3%
增持
XRAY
DENTSPLY SIRONA INC
+$1.6M
144,064
+71%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
150,338
-5%
增持
IVV
ISHARES TR
+$1.4M
14,550
+13%
增持
AMZN
AMAZON COM INC
+$1.0M
64,785
+7%
减持
CLX
CLOROX CO DEL
-$1.0M
5,188
-63%
增持
GSLC
GOLDMAN SACHS ETF TR
+$960.6K
113,593
+2%
建仓
EL
LAUDER ESTEE COS INC
+$945.8K
9,487
增持
CRWD
CROWDSTRIKE HLDGS INC
+$831.9K
9,533
+21%
减持
MMM
3M CO
-$827.9K
57,743
-16%
增持
IJR
ISHARES TR
+$809.7K
81,299
+10%
增持
AVUS
AMERICAN CENTY ETF TR
+$794.1K
70,166
+9%
减持
IUSG
ISHARES TR
+$788.4K
107,599
-1%
减持
ITOT
ISHARES TR
+$781.6K
135,007
-0%
减持
TSLA
TESLA INC
+$766.9K
26,626
-4%
增持
AVGO
BROADCOM INC
+$766.8K
8,091
+85%
增持
META
META PLATFORMS INC
+$761.9K
3,764
+25%
增持
GL
GLOBE LIFE INC
+$712.0K
8,958
+257%
增持
VOO
VANGUARD INDEX FDS
+$638.0K
10,693
+6%
增持
IEFA
ISHARES TR
+$619.5K
53,241
+11%
增持
LLY
ELI LILLY & CO
+$585.2K
1,416
+67%
增持
AGG
ISHARES TR
+$571.5K
39,157
+14%
增持
WERN
WERNER ENTERPRISES INC
+$493.3K
31,591
+76%
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$482.0K
8,935
增持
HSIC
HENRY SCHEIN INC
+$454.8K
19,697
+45%
清仓
MKC
MCCORMICK & CO INC
-$448.4K
0
-100%
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$445.0K
0
-100%
减持
LQD
ISHARES TR
-$436.7K
3,710
-53%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$430.8K
2,145
增持
FBND
FIDELITY MERRIMACK STR TR
+$422.0K
61,045
+14%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$418.0K
48,974
+20%
增持
COST
COSTCO WHSL CORP NEW
+$412.1K
1,405
+37%
增持
MELI
MERCADOLIBRE INC
+$394.5K
896
+1%
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$367.2K
5,859
建仓
—
EATON CORP PLC
+$360.0K
1,086
清仓
NOC
NORTHROP GRUMMAN CORP
-$357.3K
0
-100%
增持
HD
HOME DEPOT INC
+$356.5K
1,962
+63%
增持
WMT
WALMART INC
+$341.3K
17,298
+13%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$337.4K
293
建仓
CAT
CATERPILLAR INC
+$323.5K
827
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$320.9K
9,991
+3%
增持
ROG
ROGERS CORP
+$319.9K
5,081
+145%
增持
QLTY
2023 ETF SERIES TRUST II
+$314.9K
27,836
+44%
减持
CWT
CALIFORNIA WTR SVC GROUP
-$314.1K
5,705
-51%
建仓
—
CALAVO GROWERS INC
+$310.1K
10,870
清仓
ILMN
ILLUMINA INC
-$306.4K
0
-100%
建仓
—
LINDE PLC
+$278.0K
583
增持
VXUS
VANGUARD STAR FDS
+$277.3K
44,951
+4%
建仓
ISRG
INTUITIVE SURGICAL INC
+$276.1K
562
建仓
GGG
GRACO INC
+$273.7K
3,127
建仓
TRV
TRAVELERS COMPANIES INC
+$263.4K
1,125
增持
SHOP
SHOPIFY INC
+$262.9K
9,852
+11%
建仓
QQQ
INVESCO QQQ TR
+$257.7K
528
增持
JPM
JPMORGAN CHASE & CO.
+$249.8K
11,830
+13%
增持
ABBV
ABBVIE INC
+$243.4K
2,345
+99%
增持
MCD
MCDONALDS CORP
+$242.7K
2,386
+31%
建仓
TDG
TRANSDIGM GROUP INC
+$241.2K
169
建仓
KKR
KKR & CO INC
+$240.8K
1,844
增持
GOOGL
ALPHABET INC
-$238.5K
88,859
+1%
清仓
VNQ
VANGUARD INDEX FDS
-$237.0K
0
-100%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$235.9K
7,020
减持
IDA
IDACORP INC
-$233.5K
3,777
-40%
建仓
LOW
LOWES COS INC
+$233.2K
861
增持
PG
PROCTER AND GAMBLE CO
+$231.3K
2,747
+82%
减持
PANW
PALO ALTO NETWORKS INC
+$230.5K
10,809
-1%
建仓
CRM
SALESFORCE INC
+$229.4K
838
减持
KMB
KIMBERLY-CLARK CORP
-$223.7K
6,579
-23%
建仓
DHI
D R HORTON INC
+$223.2K
1,170
建仓
DHR
DANAHER CORPORATION
+$219.6K
790
建仓
BX
BLACKSTONE INC
+$216.9K
1,417
建仓
STWD
STARWOOD PPTY TR INC
+$212.2K
10,413
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$211.2K
1,179
建仓
NVO
NOVO-NORDISK A S
+$210.4K
1,767
增持
NVST
ENVISTA HOLDINGS CORPORATION
+$208.6K
49,239
+9%
建仓
FNDC
SCHWAB STRATEGIC TR
+$207.3K
5,433
建仓
PH
PARKER-HANNIFIN CORP
+$206.0K
326
建仓
LMT
LOCKHEED MARTIN CORP
+$205.2K
351
建仓
BND
VANGUARD BD INDEX FDS
+$205.1K
2,730
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$204.3K
924
建仓
TJX
TJX COS INC NEW
+$204.2K
1,737
建仓
GLW
CORNING INC
+$203.6K
4,509
建仓
CPRT
COPART INC
+$203.3K
3,879
建仓
UNP
UNION PAC CORP
+$200.1K
812
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$198.6K
22,163
增持
DFUS
DIMENSIONAL ETF TRUST
+$194.6K
8,007
+55%
增持
ORCL
ORACLE CORP
+$191.1K
3,694
+14%
增持
MA
MASTERCARD INCORPORATED
+$189.8K
1,112
+38%
增持
IJH
ISHARES TR
+$185.2K
6,899
+74%
增持
—
QIAGEN NV
+$183.3K
42,095
+8%
增持
MUB
ISHARES TR
+$182.4K
12,996
+14%
增持
BINC
BLACKROCK ETF TRUST II
+$182.2K
14,621
+28%
减持
SE
SEA LTD
+$179.0K
8,685
-12%
增持
UNH
UNITEDHEALTH GROUP INC
+$173.8K
1,218
+30%
增持
—
EXXON MOBIL CORP
+$157.5K
4,291
+47%
减持
AVDE
AMERICAN CENTY ETF TR
+$153.4K
132,700
-4%
增持
MRTN
MARTEN TRANS LTD
+$152.5K
22,571
+73%
增持
CVX
CHEVRON CORP NEW
+$151.6K
3,057
+63%
增持
DEO
DIAGEO PLC
+$145.4K
3,816
+23%
减持
VTI
VANGUARD INDEX FDS
-$145.3K
6,975
-12%
增持
PEP
PEPSICO INC
+$144.4K
2,061
+73%
增持
NEE
NEXTERA ENERGY INC
+$143.8K
4,103
+50%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$140.6K
3,660
-44%
减持
SOLV
SOLVENTUM CORP
+$139.8K
14,625
-2%
减持
GOOG
ALPHABET INC
-$138.0K
7,882
-7%
增持
JNJ
JOHNSON & JOHNSON
+$135.3K
3,476
+31%
增持
—
ASML HOLDING N V
+$134.4K
439
+63%
增持
IEMG
ISHARES INC
+$129.2K
13,127
+11%
减持
SPMD
SPDR SER TR
-$128.8K
19,816
-12%
增持
GPIX
GOLDMAN SACHS ETF TR
+$119.5K
14,148
+16%
增持
MDLZ
MONDELEZ INTL INC
+$118.0K
4,380
+43%
增持
VBK
VANGUARD INDEX FDS
+$115.8K
3,771
+10%
增持
INTU
INTUIT
+$108.5K
531
+53%
增持
V
VISA INC
+$100.9K
2,096
+16%
增持
VTV
VANGUARD INDEX FDS
+$100.5K
6,337
+5%
增持
NOW
SERVICENOW INC
+$97.8K
338
+32%
增持
SHYG
ISHARES TR
+$93.9K
26,033
+7%
增持
AVUV
AMERICAN CENTY ETF TR
-$89.6K
35,254
+0%
减持
HR
HEALTHCARE RLTY TR
-$82.7K
12,000
-29%
增持
PNC
PNC FINL SVCS GROUP INC
+$82.4K
2,317
+22%
增持
CSCO
CISCO SYS INC
+$82.2K
8,722
+10%
减持
VUG
VANGUARD INDEX FDS
-$81.1K
8,119
-9%
增持
NFLX
NETFLIX INC
+$80.1K
500
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$78.3K
1,202
+7%
减持
AVEM
AMERICAN CENTY ETF TR
+$75.1K
31,821
-4%
增持
EFG
ISHARES TR
+$72.3K
7,208
+4%
增持
SYK
STRYKER CORPORATION
+$71.5K
1,781
+3%
增持
SMH
VANECK ETF TRUST
+$69.4K
1,113
+25%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$68.9K
10,932
+7%
增持
MRK
MERCK & CO INC
+$66.9K
3,166
+25%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$66.9K
3,134
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$66.3K
909
-11%
减持
IUSV
ISHARES TR
+$62.3K
63,444
-2%
增持
TMUS
T-MOBILE US INC
+$62.1K
1,648
+4%
减持
MAA
MID-AMER APT CMNTYS INC
-$60.4K
1,595
-28%
增持
AVIV
AMERICAN CENTY ETF TR
+$60.1K
10,315
+6%
减持
AVLV
AMERICAN CENTY ETF TR
-$59.3K
23,727
-6%
增持
ADBE
ADOBE INC
+$59.2K
544
+32%
减持
NTRS
NORTHERN TR CORP
-$58.5K
15,932
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$56.7K
18,294
+1%
减持
HTO
SJW GROUP
-$56.4K
6,492
-9%
减持
BAC
BANK AMERICA CORP
-$55.5K
14,126
-5%
减持
VO
VANGUARD INDEX FDS
-$55.2K
1,380
-18%
增持
MS
MORGAN STANLEY
+$53.0K
2,644
+23%
减持
GBIL
GOLDMAN SACHS ETF TR
-$49.7K
2,700
-16%
减持
PB
PROSPERITY BANCSHARES INC
-$45.4K
4,400
-12%
