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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 66
减持 41
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$6.6M
4,108,354
+8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.0M
140,033
-7%
增持
TSLA
TESLA INC
+$4.1M
27,362
+3%
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
IVV
ISHARES TR
+$3.1M
19,532
+34%
减持
AVUS
AMERICAN CENTY ETF TR
-$2.7M
41,102
-41%
增持
XRAY
DENTSPLY SIRONA INC
+$2.3M
326,298
+126%
增持
GOOGL
ALPHABET INC
+$2.1M
89,165
+0%
减持
AMZN
AMAZON COM INC
+$2.1M
64,417
-1%
增持
EL
LAUDER ESTEE COS INC
+$2.0M
38,711
+308%
增持
—
ASML HOLDING N V
+$1.7M
3,032
+591%
建仓
NKE
NIKE INC
+$1.7M
22,182
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.6M
27,648
-55%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
79,067
+6%
减持
AAPL
APPLE INC
+$1.4M
102,120
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.4M
99,194
-13%
减持
MMM
3M CO
-$1.3M
51,012
-12%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.3M
67,677
+17%
减持
AVDE
AMERICAN CENTY ETF TR
-$1.3M
124,508
-6%
增持
ITOT
ISHARES TR
+$1.1M
140,750
+4%
增持
IUSG
ISHARES TR
+$1.1M
109,744
+2%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$1.1M
21,548
建仓
FENI
FIDELITY COVINGTON TRUST
+$1.0M
37,543
建仓
ONEQ
FIDELITY COMWLTH TR
+$1.0M
13,449
增持
UBER
UBER TECHNOLOGIES INC
-$989.6K
173,264
+14%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$901.0K
66,965
+37%
建仓
FELC
FIDELITY COVINGTON TRUST
+$887.0K
26,937
增持
AVUV
AMERICAN CENTY ETF TR
+$825.5K
43,594
+24%
增持
VOO
VANGUARD INDEX FDS
+$782.3K
11,956
+12%
增持
VTV
VANGUARD INDEX FDS
+$767.6K
11,069
+75%
增持
IJR
ISHARES TR
+$721.7K
88,791
+9%
增持
MSFT
MICROSOFT CORP
+$714.2K
57,585
+5%
增持
BINC
BLACKROCK ETF TRUST II
+$577.0K
26,137
+79%
减持
NTRS
NORTHERN TR CORP
-$561.1K
8,583
-46%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$535.4K
9,379
-2%
增持
AGG
ISHARES TR
+$525.9K
46,350
+18%
增持
GBIL
GOLDMAN SACHS ETF TR
+$525.8K
7,950
+194%
增持
DFUS
DIMENSIONAL ETF TRUST
+$501.1K
15,673
+96%
增持
AVGO
BROADCOM INC
+$497.3K
8,165
+1%
减持
SPMD
SPDR SER TR
-$431.5K
11,922
-40%
增持
VB
VANGUARD INDEX FDS
+$427.1K
2,915
+154%
增持
JPM
JPMORGAN CHASE & CO.
+$391.4K
12,039
+2%
清仓
IDA
IDACORP INC
-$389.4K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$371.4K
5,555
-20%
建仓
VBR
VANGUARD INDEX FDS
+$347.4K
1,753
清仓
MDLZ
MONDELEZ INTL INC
-$322.7K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$317.4K
17,155
增持
GPIX
GOLDMAN SACHS ETF TR
+$315.6K
20,427
+44%
清仓
SCHY
SCHWAB STRATEGIC TR
-$297.2K
0
-100%
增持
IEFA
ISHARES TR
+$286.6K
63,205
+19%
清仓
AVO
MISSION PRODUCE INC
-$283.4K
0
-100%
清仓
BIL
SPDR SER TR
-$275.4K
0
-100%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$275.0K
36,182
-27%
清仓
GGG
GRACO INC
-$273.7K
0
-100%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$269.4K
4,139
减持
QLTY
2023 ETF SERIES TRUST II
-$267.8K
20,060
-28%
增持
GOOG
ALPHABET INC
+$263.4K
8,303
+5%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$259.3K
10,034
清仓
FSLR
FIRST SOLAR INC
-$255.4K
0
-100%
清仓
MAA
MID-AMER APT CMNTYS INC
-$253.4K
0
-100%
减持
CLX
CLOROX CO DEL
-$251.1K
3,658
-29%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$246.3K
8,435
清仓
WAT
WATERS CORP
-$245.4K
0
-100%
清仓
DISV
DIMENSIONAL ETF TRUST
-$244.5K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$242.8K
635
增持
MELI
MERCADOLIBRE INC
+$232.6K
1,218
+36%
建仓
BLK
BLACKROCK INC
+$229.6K
224
清仓
DHI
D R HORTON INC
-$223.2K
0
-100%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$220.6K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$219.6K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$219.0K
3,764
建仓
IWM
ISHARES TR
+$219.0K
991
建仓
VTEB
VANGUARD MUN BD FDS
+$217.5K
4,338
清仓
STWD
STARWOOD PPTY TR INC
-$212.2K
0
-100%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$212.0K
2,800
减持
JNJ
JOHNSON & JOHNSON
-$211.8K
2,431
-30%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$211.2K
0
-100%
增持
IEMG
ISHARES INC
+$210.4K
18,461
+41%
清仓
NVO
NOVO-NORDISK A S
-$210.4K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$209.9K
7,601
-30%
建仓
AXP
AMERICAN EXPRESS CO
+$209.8K
707
减持
PNC
PNC FINL SVCS GROUP INC
-$209.6K
1,134
-51%
清仓
FNDC
SCHWAB STRATEGIC TR
-$207.3K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$206.6K
4,692
减持
SHOP
SHOPIFY INC
+$206.5K
9,367
-5%
建仓
BN
BROOKFIELD CORP
+$205.4K
3,576
清仓
LMT
LOCKHEED MARTIN CORP
-$205.2K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$205.1K
0
-100%
清仓
GLW
CORNING INC
-$203.6K
0
-100%
建仓
DE
DEERE & CO
+$202.1K
477
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$201.9K
817
清仓
UNP
UNION PAC CORP
-$200.1K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$198.6K
0
-100%
增持
META
META PLATFORMS INC
+$195.1K
4,013
+7%
增持
WMT
WALMART INC
+$193.2K
17,558
+2%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$189.2K
5,521
-38%
增持
SHYG
ISHARES TR
+$164.5K
30,389
+17%
增持
DEO
DIAGEO PLC
+$158.3K
5,458
+43%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$157.9K
5,387
+6%
减持
CVX
CHEVRON CORP NEW
-$156.6K
2,027
-34%
减持
WERN
WERNER ENTERPRISES INC
-$156.3K
29,587
-6%
增持
NFLX
NETFLIX INC
+$149.9K
566
+13%
减持
HSIC
HENRY SCHEIN INC
-$148.4K
18,606
-6%
增持
ROG
ROGERS CORP
+$139.9K
7,028
+38%
增持
MRTN
MARTEN TRANS LTD
+$139.0K
34,500
+53%
减持
JGLO
J P MORGAN EXCHANGE TRADED F
-$137.6K
3,824
-35%
减持
KR
KROGER CO
-$136.8K
3,420
-43%
增持
VBK
VANGUARD INDEX FDS
+$129.5K
4,063
+8%
增持
MUB
ISHARES TR
+$126.0K
14,433
+11%
增持
GL
GLOBE LIFE INC
+$121.4K
9,596
+7%
减持
KMB
KIMBERLY-CLARK CORP
-$120.1K
6,244
-5%
减持
—
QIAGEN NV
-$118.1K
40,426
-4%
减持
SOLV
SOLVENTUM CORP
-$117.7K
13,654
-7%
增持
V
VISA INC
+$107.6K
2,164
+3%
增持
IUSV
ISHARES TR
+$97.2K
66,481
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$94.5K
1,221
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$91.7K
904
-1%
减持
AVIV
AMERICAN CENTY ETF TR
-$89.6K
9,431
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$89.5K
5,609
-20%
增持
LLY
ELI LILLY & CO
-$87.2K
1,512
+7%
增持
MA
MASTERCARD INCORPORATED
+$86.5K
1,207
+9%
减持
MRK
MERCK & CO INC
-$83.0K
2,760
-13%
增持
NOW
SERVICENOW INC
+$79.3K
360
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$75.2K
3,137
+0%
增持
COST
COSTCO WHSL CORP NEW
+$71.1K
1,437
+2%
增持
—
CALAVO GROWERS INC
+$64.2K
14,681
+35%
减持
—
HOLOGIC INC
-$63.5K
3,039
-12%
减持
SPDW
SPDR INDEX SHS FDS
-$61.8K
12,542
-4%
减持
PG
PROCTER AND GAMBLE CO
-$60.8K
2,475
-10%
增持
SMH
VANECK ETF TRUST
+$60.7K
1,379
+24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$60.5K
21,469
+17%
增持
SCHD
SCHWAB STRATEGIC TR
+$58.6K
394,157
+211%
增持
CRM
SALESFORCE INC
+$57.8K
859
+3%
减持
BAC
BANK AMERICA CORP
+$55.2K
14,009
-1%
增持
ORCL
ORACLE CORP
+$52.1K
4,090
+11%
减持
ADBE
ADOBE INC
-$51.3K
518
-5%
增持
SHM
SPDR SER TR
+$50.3K
12,816
+11%
增持
CWT
CALIFORNIA WTR SVC GROUP
+$48.8K
7,901
+38%
增持
HYMB
SPDR SER TR
+$48.4K
11,951
+22%
增持
MAR
MARRIOTT INTL INC NEW
+$46.3K
960
+8%
增持
ABBV
ABBVIE INC
-$46.2K
2,346
+0%
减持
LQD
ISHARES TR
-$42.3K
3,527
-5%
减持
FNDF
SCHWAB STRATEGIC TR
-$41.8K
8,466
-2%
增持
INTU
INTUIT
+$41.7K
591
+11%
增持
NEE
NEXTERA ENERGY INC
-$39.5K
4,287
+4%
增持
TMUS
T-MOBILE US INC
+$37.8K
1,712
+4%
增持
AVLV
AMERICAN CENTY ETF TR
+$37.8K
23,959
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.8K
1,101
+19%
减持
MS
MORGAN STANLEY
-$36.6K
1,901
-28%
减持
MCD
MCDONALDS CORP
-$35.5K
2,384
-0%
增持
EFG
ISHARES TR
-$31.7K
7,686
+7%
