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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 68
减持 49
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$6.6M
119,970
+1%
增持
AAPL
APPLE INC
+$5.1M
107,212
+2%
增持
TSLA
TESLA INC
+$4.6M
41,179
+2%
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
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$2.6M
4,746,717
-0%
增持
IVV
ISHARES TR
+$2.5M
28,764
+9%
增持
ITOT
ISHARES TR
+$2.1M
170,398
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$1.8M
39,142
+27%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.7M
145,440
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
13,354
+23%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.4M
28,985
-36%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
122,362
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$1.4M
185,601
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
40,545
+54%
增持
IJR
ISHARES TR
+$1.0M
92,230
+3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.0M
110,314
+3%
减持
NKE
NIKE INC
-$862.0K
39,522
-15%
减持
ONEQ
FIDELITY COMWLTH TR
-$854.2K
10,149
-52%
增持
VOO
VANGUARD INDEX FDS
+$777.6K
16,171
+3%
减持
AVLV
AMERICAN CENTY ETF TR
-$772.4K
3,938
-74%
减持
EL
LAUDER ESTEE COS INC
-$770.6K
12,041
-39%
建仓
JAAA
JANUS DETROIT STR TR
+$723.6K
14,300
减持
IUSG
ISHARES TR
-$702.4K
101,252
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$663.2K
58,894
-1%
增持
AMZN
AMAZON COM INC
+$657.1K
81,799
+10%
增持
GOOG
ALPHABET INC
+$653.0K
11,095
+3%
建仓
ET
ENERGY TRANSFER L P
+$648.4K
38,594
增持
BINC
BLACKROCK ETF TRUST II
+$644.5K
66,274
+22%
增持
FEMR
FIDELITY COVINGTON TRUST
+$632.4K
29,816
+176%
增持
FESM
FIDELITY COVINGTON TRUST
+$582.3K
32,621
+74%
增持
VTI
VANGUARD INDEX FDS
+$567.8K
11,145
+12%
减持
SPMD
SPDR SERIES TRUST
-$545.9K
5,372
-65%
增持
CLX
CLOROX CO DEL
+$525.9K
34,788
+18%
增持
AVGO
BROADCOM INC
+$525.1K
10,263
+2%
增持
IUSV
ISHARES TR
+$519.1K
72,145
+4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$495.3K
125,267
-7%
减持
FENI
FIDELITY COVINGTON TRUST
-$481.2K
51,804
-26%
增持
AGG
ISHARES TR
+$471.0K
50,709
+8%
增持
FELC
FIDELITY COVINGTON TRUST
+$470.3K
84,819
+11%
建仓
—
ASPEN INSURANCE HOLDINGS LTD
+$428.5K
11,673
建仓
—
BLACKROCK MUN INCOME QUALITY
+$394.7K
36,142
增持
MUB
ISHARES TR
+$363.0K
21,129
+16%
建仓
UNH
UNITEDHEALTH GROUP INC
+$361.4K
1,003
减持
GL
GLOBE LIFE INC
-$333.0K
2,539
-50%
增持
VUG
VANGUARD INDEX FDS
+$310.7K
8,341
+3%
减持
IEFA
ISHARES TR
+$308.0K
58,809
-0%
清仓
NOC
NORTHROP GRUMMAN CORP
-$304.2K
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$289.4K
12,587
+22%
建仓
IEX
IDEX CORP
+$273.7K
1,639
建仓
PFE
PFIZER INC
+$270.8K
9,896
清仓
ULST
SSGA ACTIVE ETF TR
-$263.9K
0
-100%
建仓
FETH
FIDELITY ETHEREUM FD
+$260.6K
5,766
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$258.9K
8,177
清仓
IGV
ISHARES TR
-$252.7K
0
-100%
增持
IWD
ISHARES TR
+$251.6K
5,705
+23%
清仓
XRAY
DENTSPLY SIRONA INC
-$251.5K
0
-100%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$250.0K
21,494
清仓
GBIL
GOLDMAN SACHS ETF TR
-$245.3K
0
-100%
建仓
AVAV
AEROVIRONMENT INC
+$241.6K
645
建仓
HOOD
ROBINHOOD MKTS INC
+$241.0K
1,621
建仓
DHI
D R HORTON INC
+$240.7K
1,376
建仓
MU
MICRON TECHNOLOGY INC
+$236.5K
1,259
清仓
MRK
MERCK & CO INC
-$232.2K
0
-100%
清仓
ROG
ROGERS CORP
-$231.3K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$225.7K
0
-100%
增持
MELI
MERCADOLIBRE INC
-$225.1K
1,319
+0%
清仓
MKC
MCCORMICK & CO INC
-$218.2K
0
-100%
建仓
KVUE
KENVUE INC
+$217.9K
13,782
清仓
DKNG
DRAFTKINGS INC NEW
-$214.8K
0
-100%
减持
MSFT
MICROSOFT CORP
+$206.4K
62,340
-0%
清仓
MAR
MARRIOTT INTL INC NEW
-$206.3K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$203.5K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$203.5K
1,463
增持
SCHD
SCHWAB STRATEGIC TR
+$203.2K
410,502
+1%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$201.7K
2,400
建仓
SCHM
SCHWAB STRATEGIC TR
+$201.1K
6,693
清仓
EMR
EMERSON ELEC CO
-$200.8K
0
-100%
建仓
ABT
ABBOTT LABS
+$200.4K
1,489
增持
CRWD
CROWDSTRIKE HLDGS INC
+$192.0K
9,831
+0%
减持
VXUS
VANGUARD STAR FDS
+$191.3K
38,248
-0%
增持
KMB
KIMBERLY-CLARK CORP
+$184.5K
8,622
+25%
增持
WMT
WALMART INC
+$183.6K
21,882
+4%
减持
NOW
SERVICENOW INC
-$182.5K
620
-18%
增持
FSLR
FIRST SOLAR INC
+$176.3K
2,860
+9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$175.2K
3,641
-1%
减持
SHOP
SHOPIFY INC
+$174.9K
8,310
-9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$174.3K
54,303
+6%
减持
NTRS
NORTHERN TR CORP
-$164.2K
3,794
-26%
增持
LQD
ISHARES TR
+$161.4K
4,545
+43%
减持
MMM
3M CO
-$160.7K
29,195
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$160.2K
12,695
+0%
减持
AVEM
AMERICAN CENTY ETF TR
+$156.9K
43,752
-4%
增持
NHYM
NUSHARES ETF TR
+$144.3K
16,000
+52%
增持
DFAI
DIMENSIONAL ETF TRUST
+$138.1K
13,125
+31%
减持
ORCL
ORACLE CORP
+$132.0K
4,188
-3%
增持
LRCX
LAM RESEARCH CORP
+$130.5K
2,438
+7%
增持
VBK
VANGUARD INDEX FDS
+$128.5K
4,547
+4%
增持
AVIV
AMERICAN CENTY ETF TR
+$125.2K
12,475
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$114.7K
8,091
+44%
增持
DFEM
DIMENSIONAL ETF TRUST
+$114.2K
15,129
+21%
减持
BDX
BECTON DICKINSON & CO
-$113.8K
1,842
-28%
增持
COST
COSTCO WHSL CORP NEW
+$113.8K
1,766
+10%
增持
ABBV
ABBVIE INC
+$113.4K
2,485
+0%
减持
VB
VANGUARD INDEX FDS
-$112.1K
11,899
-8%
增持
WAT
WATERS CORP
+$106.8K
1,489
+18%
增持
JNJ
JOHNSON & JOHNSON
+$105.4K
4,065
+2%
增持
PEP
PEPSICO INC
+$105.2K
2,696
+37%
建仓
CFFN
CAPITOL FED FINL INC
+$104.6K
16,653
减持
VO
VANGUARD INDEX FDS
-$101.2K
1,419
-21%
减持
—
HOLOGIC INC
-$98.8K
3,688
-31%
增持
CVX
CHEVRON CORP NEW
+$98.2K
2,949
+30%
减持
BOXX
EA SERIES TRUST
-$96.0K
8,100
-10%
增持
EFG
ISHARES TR
+$92.0K
9,585
+3%
增持
HYMB
SPDR SERIES TRUST
+$86.9K
24,655
+13%
增持
MRTN
MARTEN TRANS LTD
-$86.1K
62,043
+7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$85.8K
22,139
-0%
增持
MO
ALTRIA GROUP INC
+$78.8K
4,708
+20%
增持
INTU
INTUIT
-$78.1K
752
+2%
减持
VBR
VANGUARD INDEX FDS
-$76.4K
4,216
-12%
减持
WERN
WERNER ENTERPRISES INC
-$74.4K
19,867
-8%
减持
—
QIAGEN NV
-$71.1K
5,382
-15%
增持
CWT
CALIFORNIA WTR SVC GROUP
+$70.9K
20,653
+6%
减持
KO
COCA COLA CO
-$68.0K
3,405
-21%
增持
ANET
ARISTA NETWORKS INC
+$67.9K
2,271
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$67.4K
55,173
+3%
增持
VHT
VANGUARD WORLD FD
+$67.1K
1,115
+19%
增持
AMAT
APPLIED MATLS INC
+$66.5K
1,457
+11%
减持
PG
PROCTER AND GAMBLE CO
-$65.4K
1,794
-17%
减持
KKR
KKR & CO INC
-$63.6K
1,908
-5%
减持
IEMG
ISHARES INC
+$63.4K
17,216
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$63.2K
1,128
-19%
增持
NU
NU HLDGS LTD
+$62.9K
19,087
+5%
减持
HSIC
HENRY SCHEIN INC
-$61.5K
3,222
-18%
减持
SMH
VANECK ETF TRUST
+$61.3K
1,721
-3%
减持
META
META PLATFORMS INC
-$60.8K
4,357
-1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$60.1K
14,725
+9%
减持
VTV
VANGUARD INDEX FDS
-$59.5K
12,324
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$59.5K
1,805
+0%
增持
TDG
TRANSDIGM GROUP INC
-$58.4K
189
+1%
减持
SYK
STRYKER CORPORATION
-$56.8K
1,868
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$53.1K
9,234
+14%
减持
CAT
CATERPILLAR INC
+$52.4K
1,020
-3%
减持
SPGI
S&P GLOBAL INC
-$49.0K
611
-5%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$47.7K
1,525
-0%
减持
HD
HOME DEPOT INC
+$44.7K
2,567
-0%
减持
CRM
SALESFORCE INC
-$41.3K
1,019
-4%
减持
—
ASML HOLDING N V
+$40.5K
2,270
-28%
减持
DEO
DIAGEO PLC
-$40.4K
4,065
-2%
增持
BAC
BANK AMERICA CORP
+$39.4K
13,859
+1%
增持
GE
GE AEROSPACE
+$39.2K
1,239
+2%
减持
SCHW
SCHWAB CHARLES CORP
-$38.0K
9,070
-0%
