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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 28
增持 60
减持 37
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$4.9M
103,701
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$3.9M
192,814
+11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.8M
62,168
-8%
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
XRAY
DENTSPLY SIRONA INC
-$2.8M
268,037
-18%
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
-$2.6M
4,468,342
+9%
减持
IJR
ISHARES TR
-$2.2M
83,230
-6%
减持
IUSG
ISHARES TR
-$2.1M
109,161
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.0M
345,337
-12%
增持
VB
VANGUARD INDEX FDS
+$2.0M
12,872
+342%
减持
MMM
3M CO
-$1.9M
34,046
-33%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.9M
133,245
-5%
清仓
—
QIAGEN NV
-$1.8M
0
-100%
增持
TSLA
TESLA INC
-$1.8M
39,038
+43%
增持
MSFT
MICROSOFT CORP
-$1.5M
62,013
+8%
增持
AMZN
AMAZON COM INC
-$1.4M
73,455
+14%
建仓
—
QIAGEN NV
+$1.4M
32,638
增持
NVDA
NVIDIA CORPORATION
+$1.3M
120,365
+52%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
15,940
+33%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
29,923
+47%
增持
NKE
NIKE INC
+$1.1M
49,168
+122%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$920.2K
5,634
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$852.5K
10,473
+3%
增持
CLX
CLOROX CO DEL
+$850.5K
10,171
+178%
减持
AVUS
AMERICAN CENTY ETF TR
-$813.4K
36,549
-11%
增持
AVDE
AMERICAN CENTY ETF TR
+$763.5K
125,068
+0%
增持
VTI
VANGUARD INDEX FDS
+$739.2K
9,068
+63%
增持
GSLC
GOLDMAN SACHS ETF TR
-$729.9K
102,829
+4%
增持
MELI
MERCADOLIBRE INC
+$724.7K
1,314
+8%
增持
—
HOLOGIC INC
+$721.2K
16,158
+432%
清仓
NVST
ENVISTA HOLDINGS CORPORATION
-$698.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$695.7K
53,250
-20%
增持
FELC
FIDELITY COVINGTON TRUST
+$694.6K
53,796
+100%
建仓
BOXX
EA SERIES TRUST
+$672.5K
6,016
减持
VXUS
VANGUARD STAR FDS
-$672.2K
35,704
-27%
建仓
PWR
QUANTA SVCS INC
+$655.1K
2,502
清仓
QLTY
2023 ETF SERIES TRUST II
-$641.6K
0
-100%
增持
CWT
CALIFORNIA WTR SVC GROUP
+$612.6K
18,900
+139%
建仓
IWD
ISHARES TR
+$581.5K
3,285
减持
HSIC
HENRY SCHEIN INC
-$558.6K
11,294
-39%
增持
AVUV
AMERICAN CENTY ETF TR
-$555.7K
45,237
+4%
增持
ONEQ
FIDELITY COMWLTH TR
+$525.5K
24,145
+80%
增持
FENI
FIDELITY COVINGTON TRUST
+$515.5K
51,775
+38%
减持
AVLV
AMERICAN CENTY ETF TR
-$512.7K
17,917
-25%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$503.8K
10,077
+7%
减持
GPIX
GOLDMAN SACHS ETF TR
-$442.1K
12,968
-37%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$436.0K
0
-100%
减持
ROG
ROGERS CORP
-$418.0K
5,362
-24%
增持
VTV
VANGUARD INDEX FDS
+$390.2K
13,948
+26%
增持
EL
LAUDER ESTEE COS INC
+$376.7K
58,621
+51%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$370.8K
9,929
增持
GOOGL
ALPHABET INC
-$363.2K
109,037
+22%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$361.2K
1,720
增持
VBR
VANGUARD INDEX FDS
+$354.5K
4,028
+130%
增持
NFLX
NETFLIX INC
+$346.5K
818
+45%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$340.4K
11,009
建仓
DHR
DANAHER CORPORATION
+$333.6K
1,737
建仓
DFAX
DIMENSIONAL ETF TRUST
+$316.0K
12,030
建仓
DFEM
DIMENSIONAL ETF TRUST
+$315.1K
12,122
增持
SPY
SPDR S&P 500 ETF TR
+$306.3K
1,917
+59%
减持
WERN
WERNER ENTERPRISES INC
-$301.4K
26,716
-10%
增持
AVGO
BROADCOM INC
-$298.9K
9,400
+15%
建仓
FSLR
FIRST SOLAR INC
+$295.2K
2,181
建仓
KO
COCA COLA CO
+$295.2K
3,994
增持
MRTN
MARTEN TRANS LTD
+$292.7K
62,496
+81%
建仓
SPGI
S&P GLOBAL INC
+$290.1K
622
减持
GL
GLOBE LIFE INC
-$280.9K
6,486
-32%
增持
MUB
ISHARES TR
+$277.1K
17,599
+22%
清仓
MRK
MERCK & CO INC
-$276.5K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$275.2K
4,030
减持
DEO
DIAGEO PLC
-$271.1K
3,762
-31%
清仓
KKR
KKR & CO INC
-$268.8K
0
-100%
增持
HTO
SJW GROUP
+$268.3K
11,130
+58%
清仓
MAR
MARRIOTT INTL INC NEW
-$267.8K
0
-100%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$266.4K
9,389
增持
IUSV
ISHARES TR
-$263.5K
68,360
+3%
建仓
NOC
NORTHROP GRUMMAN CORP
+$259.0K
558
增持
VUG
VANGUARD INDEX FDS
-$255.7K
8,218
+7%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$250.2K
1,357
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$246.3K
516
-43%
建仓
FESM
FIDELITY COVINGTON TRUST
+$246.1K
8,938
增持
DFAS
DIMENSIONAL ETF TRUST
+$244.2K
9,195
+122%
清仓
LULU
LULULEMON ATHLETICA INC
-$242.8K
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$240.2K
8,508
+58%
清仓
BX
BLACKSTONE INC
-$233.0K
0
-100%
清仓
ADBE
ADOBE INC
-$230.3K
0
-100%
清仓
BLK
BLACKROCK INC
-$229.6K
0
-100%
清仓
JGLO
J P MORGAN EXCHANGE TRADED F
-$229.6K
0
-100%
清仓
CPRT
COPART INC
-$228.1K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$226.0K
1,634
增持
MA
MASTERCARD INCORPORATED
+$222.9K
1,628
+35%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$221.9K
5,280
减持
SOLV
SOLVENTUM CORP
-$219.8K
10,505
-23%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$219.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$218.7K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$217.5K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$215.6K
0
-100%
建仓
AVGE
AMERICAN CENTY ETF TR
+$214.8K
3,146
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$212.4K
0
-100%
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$212.0K
0
-100%
建仓
SQ
BLOCK INC
+$209.9K
3,863
清仓
KR
KROGER CO
-$209.1K
0
-100%
减持
SPMD
SPDR SER TR
-$208.0K
9,212
-23%
建仓
MO
ALTRIA GROUP INC
+$207.6K
3,530
建仓
IVE
ISHARES TR
+$207.3K
1,165
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$206.6K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$206.3K
3,945
-3%
清仓
LOW
LOWES COS INC
-$205.6K
0
-100%
清仓
BN
BROOKFIELD CORP
-$205.4K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$205.0K
966
-21%
减持
SHOP
SHOPIFY INC
-$204.0K
9,240
-1%
建仓
NU
NU HLDGS LTD
+$202.9K
18,130
建仓
FNDC
SCHWAB STRATEGIC TR
+$202.1K
5,433
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$201.9K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$200.5K
4,534
-27%
清仓
HR
HEALTHCARE RLTY TR
-$186.4K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$172.0K
37,654
+8%
增持
META
META PLATFORMS INC
-$170.9K
4,355
+9%
增持
COST
COSTCO WHSL CORP NEW
+$167.8K
1,516
+5%
增持
JNJ
JOHNSON & JOHNSON
+$164.1K
3,269
+34%
建仓
AVO
MISSION PRODUCE INC
+$156.2K
14,905
减持
GBIL
GOLDMAN SACHS ETF TR
-$150.9K
6,450
-19%
增持
BINC
BLACKROCK ETF TRUST II
+$141.3K
29,004
+11%
增持
IJH
ISHARES TR
+$130.7K
10,125
+48%
增持
MCD
MCDONALDS CORP
+$130.5K
2,575
+8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$129.4K
24,189
+12%
减持
AVIV
AMERICAN CENTY ETF TR
-$114.9K
6,545
-31%
增持
SHM
SPDR SER TR
+$114.8K
15,356
+20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$113.3K
22,135
+3%
增持
EFG
ISHARES TR
+$109.1K
8,496
+11%
减持
SHYG
ISHARES TR
-$103.3K
28,521
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$98.4K
3,442
+10%
减持
SE
SEA LTD
-$96.9K
6,123
-21%
减持
SCHF
SCHWAB STRATEGIC TR
-$95.5K
11,080
-35%
减持
NEE
NEXTERA ENERGY INC
-$95.0K
3,186
-26%
减持
—
EATON CORP PLC
-$93.4K
1,054
-7%
增持
HD
HOME DEPOT INC
+$91.6K
2,564
+22%
增持
WMT
WALMART INC
+$89.7K
17,709
+1%
增持
V
VISA INC
+$85.6K
2,322
+7%
减持
BAC
BANK AMERICA CORP
-$84.1K
13,872
-1%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$81.1K
5,424
-2%
减持
PEP
PEPSICO INC
-$78.8K
1,784
-18%
增持
MGK
VANGUARD WORLD FD
-$71.9K
1,452
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$64.0K
1,270
+15%
增持
CAT
CATERPILLAR INC
-$61.0K
928
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$60.9K
7,057
-7%
增持
ORCL
ORACLE CORP
+$57.5K
5,808
+42%
减持
LLY
ELI LILLY & CO
+$56.7K
1,479
-2%
增持
—
ASML HOLDING N V
-$56.3K
3,202
+6%
减持
SCHW
SCHWAB CHARLES CORP
-$52.2K
9,050
-10%
增持
HYMB
SPDR SER TR
+$49.4K
14,591
+22%
