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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 33
增持 74
减持 37
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$11.2M
4,760,683
+7%
增持
NVDA
NVIDIA CORPORATION
+$9.6M
121,923
+1%
增持
MSFT
MICROSOFT CORP
+$9.3M
62,527
+1%
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
PLTR
PALANTIR TECHNOLOGIES INC
+$8.7M
134,182
+1%
增持
GOOGL
ALPHABET INC
+$6.3M
118,489
+9%
增持
IVV
ISHARES TR
+$5.3M
26,320
+21%
减持
AMD
ADVANCED MICRO DEVICES INC
+$5.0M
59,664
-4%
增持
ITOT
ISHARES TR
+$4.8M
164,261
+4%
增持
AMZN
AMAZON COM INC
+$4.6M
74,310
+1%
增持
IUSG
ISHARES TR
+$4.2M
111,591
+2%
增持
TSLA
TESLA INC
+$3.8M
40,255
+3%
减持
XRAY
DENTSPLY SIRONA INC
-$3.2M
15,649
-94%
增持
GSLC
GOLDMAN SACHS ETF TR
+$2.7M
107,325
+4%
增持
CLX
CLOROX CO DEL
+$2.3M
29,548
+191%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
406,202
+18%
减持
UBER
UBER TECHNOLOGIES INC
+$2.2M
182,952
-5%
增持
IJR
ISHARES TR
+$2.0M
89,177
+7%
增持
AAPL
APPLE INC
+$1.9M
105,577
+2%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.6M
134,178
+7%
减持
VOO
VANGUARD INDEX FDS
+$1.5M
15,667
-2%
减持
EL
LAUDER ESTEE COS INC
-$1.4M
19,785
-66%
增持
PANW
PALO ALTO NETWORKS INC
+$1.4M
30,919
+3%
增持
BINC
BLACKROCK ETF TRUST II
+$1.4M
54,544
+88%
增持
AVGO
BROADCOM INC
+$1.4M
10,016
+7%
增持
FELC
FIDELITY COVINGTON TRUST
+$1.1M
76,580
+42%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
51,395
+81%
减持
—
QIAGEN NV
-$1.1M
6,336
-81%
增持
META
META PLATFORMS INC
+$978.2K
4,399
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$950.8K
45,389
+21%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$911.2K
9,793
-3%
减持
NKE
NIKE INC
+$899.3K
46,754
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$877.4K
12,658
+3%
增持
IUSV
ISHARES TR
+$848.0K
69,620
+2%
减持
VUG
VANGUARD INDEX FDS
+$815.3K
8,126
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$801.8K
26,344
+47%
增持
FENI
FIDELITY COVINGTON TRUST
+$787.2K
70,159
+36%
增持
VTI
VANGUARD INDEX FDS
+$760.7K
9,916
+9%
增持
AVUV
AMERICAN CENTY ETF TR
+$687.9K
45,548
+1%
增持
AVUS
AMERICAN CENTY ETF TR
+$668.5K
36,862
+1%
建仓
—
INFORMATICA INC
+$630.0K
25,651
减持
—
HOLOGIC INC
-$589.8K
5,334
-67%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$535.0K
13,535
-44%
增持
VB
VANGUARD INDEX FDS
+$507.6K
12,945
+1%
增持
GOOG
ALPHABET INC
+$504.7K
10,761
+5%
建仓
BDX
BECTON DICKINSON & CO
+$470.4K
2,571
增持
IEFA
ISHARES TR
+$469.9K
58,945
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$451.7K
1,394
+170%
减持
HSIC
HENRY SCHEIN INC
-$451.4K
3,938
-65%
增持
VXUS
VANGUARD STAR FDS
+$442.4K
38,297
+7%
清仓
—
CALAVO GROWERS INC
-$418.7K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$412.8K
0
-100%
增持
SPMD
SPDR SERIES TRUST
+$411.5K
15,198
+65%
减持
GBIL
GOLDMAN SACHS ETF TR
-$400.4K
2,450
-62%
建仓
WAT
WATERS CORP
+$382.2K
1,264
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$379.9K
10,281
+21%
增持
FESM
FIDELITY COVINGTON TRUST
+$376.3K
18,763
+110%
减持
SHOP
SHOPIFY INC
+$372.2K
9,178
-1%
增持
WMT
WALMART INC
+$370.2K
21,001
+19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$367.6K
3,661
+6%
增持
NOW
SERVICENOW INC
+$363.2K
759
+51%
增持
AVIV
AMERICAN CENTY ETF TR
+$352.2K
11,522
+76%
增持
BOXX
EA SERIES TRUST
+$346.2K
9,016
+50%
增持
IWD
ISHARES TR
+$336.2K
4,630
+41%
清仓
DHR
DANAHER CORPORATION
-$333.6K
0
-100%
建仓
GE
GE AEROSPACE
+$328.8K
1,215
减持
ORCL
ORACLE CORP
+$327.5K
4,305
-26%
增持
VBK
VANGUARD INDEX FDS
+$315.0K
4,352
+10%
建仓
FEMR
FIDELITY COVINGTON TRUST
+$309.1K
10,793
建仓
KKR
KKR & CO INC
+$307.2K
2,019
增持
NFLX
NETFLIX INC
+$300.1K
980
+20%
减持
MELI
MERCADOLIBRE INC
+$295.4K
1,313
-0%
减持
PWR
QUANTA SVCS INC
+$295.3K
2,307
-8%
建仓
PM
PHILIP MORRIS INTL INC
+$289.8K
1,837
建仓
BLK
BLACKROCK INC
+$270.5K
242
增持
VBR
VANGUARD INDEX FDS
+$264.7K
4,775
+19%
建仓
MAA
MID-AMER APT CMNTYS INC
+$262.6K
1,758
建仓
ANET
ARISTA NETWORKS INC
+$262.5K
2,233
建仓
WFC
WELLS FARGO CO NEW
+$258.3K
3,109
建仓
SPYM
SPDR SERIES TRUST
+$257.8K
3,440
减持
—
ASML HOLDING N V
+$257.4K
3,154
-1%
建仓
BX
BLACKSTONE INC
+$254.4K
1,438
建仓
RTX
RTX CORPORATION
+$254.1K
1,628
建仓
IGV
ISHARES TR
+$252.7K
2,239
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$249.7K
4,951
建仓
NHYM
NUSHARES ETF TR
+$249.4K
10,500
增持
KMB
KIMBERLY-CLARK CORP
+$247.1K
6,877
+52%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$236.4K
10,832
+3%
增持
MCD
MCDONALDS CORP
+$234.9K
3,531
+37%
建仓
PNC
PNC FINL SVCS GROUP INC
+$233.5K
1,204
建仓
MRK
MERCK & CO INC
+$232.2K
2,762
增持
SHYG
ISHARES TR
+$228.5K
32,988
+16%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$226.4K
393
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$225.4K
833
建仓
LRCX
LAM RESEARCH CORP
+$225.0K
2,281
建仓
T
AT&T INC
+$221.8K
8,035
建仓
MKC
MCCORMICK & CO INC
+$218.2K
3,047
减持
ONEQ
FIDELITY COMWLTH TR
+$216.0K
21,171
-12%
建仓
EFA
ISHARES TR
+$215.6K
2,415
建仓
DKNG
DRAFTKINGS INC NEW
+$214.8K
4,850
建仓
BN
BROOKFIELD CORP
+$214.0K
3,168
建仓
ZS
ZSCALER INC
+$212.2K
734
减持
NTRS
NORTHERN TR CORP
-$211.8K
5,136
-48%
清仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$211.7K
0
-100%
减持
SE
SEA LTD
+$210.1K
5,822
-5%
清仓
SQ
BLOCK INC
-$209.9K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$209.5K
1,963
建仓
MAR
MARRIOTT INTL INC NEW
+$206.3K
748
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$203.5K
663
建仓
EMR
EMERSON ELEC CO
+$200.8K
1,343
减持
DFAS
DIMENSIONAL ETF TRUST
-$199.6K
4,761
-48%
增持
SCHW
SCHWAB CHARLES CORP
+$198.2K
9,103
+1%
增持
FSLR
FIRST SOLAR INC
+$186.7K
2,625
+20%
增持
CAT
CATERPILLAR INC
+$185.2K
1,052
+13%
增持
INTU
INTUIT
+$173.4K
738
+4%
增持
EFG
ISHARES TR
+$173.0K
9,309
+10%
增持
HYMB
SPDR SERIES TRUST
+$171.7K
21,733
+49%
增持
AGG
ISHARES TR
+$167.1K
46,878
+3%
增持
IEMG
ISHARES INC
+$166.5K
17,842
+2%
清仓
AVO
MISSION PRODUCE INC
-$156.2K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$155.6K
15,565
+20%
增持
FBCG
FIDELITY COVINGTON TRUST
+$153.4K
10,426
+5%
减持
SMH
VANECK ETF TRUST
+$153.3K
1,778
-6%
减持
MMM
3M CO
+$151.3K
31,521
-7%
增持
JNJ
JOHNSON & JOHNSON
+$145.7K
3,979
+22%
增持
VO
VANGUARD INDEX FDS
+$144.9K
1,803
+19%
减持
WERN
WERNER ENTERPRISES INC
-$141.6K
21,663
-19%
增持
—
EATON CORP PLC
+$139.7K
1,072
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$137.7K
1,803
-6%
减持
SOLV
SOLVENTUM CORP
-$131.9K
7,460
-29%
减持
BAC
BANK AMERICA CORP
+$130.9K
13,735
-1%
减持
HTO
H2O AMERICA
-$126.5K
10,218
-8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$126.1K
22,149
+0%
建仓
TNGY
TORTOISE CAPITAL SERIES TRUS
+$125.9K
13,908
减持
PG
PROCTER AND GAMBLE CO
-$119.9K
2,155
-21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$111.2K
1,585
+25%
减持
GL
GLOBE LIFE INC
-$106.9K
5,086
-22%
减持
CSCO
CISCO SYS INC
+$106.6K
8,313
-0%
减持
VTV
VANGUARD INDEX FDS
+$106.6K
13,190
-5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$104.5K
8,472
+20%
增持
CWT
CALIFORNIA WTR SVC GROUP
-$104.0K
19,556
+3%
增持
IJH
ISHARES TR
+$103.4K
10,270
+1%
增持
CVX
CHEVRON CORP NEW
+$98.4K
2,269
+22%
减持
MGK
VANGUARD WORLD FD
+$95.6K
1,363
-6%
减持
DFAX
DIMENSIONAL ETF TRUST
-$92.0K
7,543
-37%
增持
MS
MORGAN STANLEY
+$90.8K
2,146
+10%
增持
MA
MASTERCARD INCORPORATED
+$88.3K
1,666
+2%
减持
VGT
VANGUARD WORLD FD
-$87.4K
357
-46%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$86.5K
1,614
+19%
减持
MRTN
MARTEN TRANS LTD
-$86.2K
57,885
-7%
增持
NEE
NEXTERA ENERGY INC
+$82.5K
4,133
+30%
