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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 38
增持 55
减持 38
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$10.4M
14,897
-49%
建仓
AVLC
AMERICAN CENTY ETF TR
+$6.8M
87,440
减持
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$5.5M
7,019,526
-0%
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
-$4.1M
72,856
+14%
减持
MMM
3M CO
-$3.7M
5,941
-79%
减持
GOOGL
ALPHABET INC
-$3.5M
117,058
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.3M
98,470
+686%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$3.0M
121,288
+4%
增持
TSLA
TESLA INC
-$2.7M
44,891
+4%
增持
AMZN
AMAZON COM INC
+$2.7M
111,684
+25%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.4M
177,667
+15%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.2M
71,333
+160%
减持
AAPL
APPLE INC
-$2.1M
105,520
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
-$2.1M
47,221
-35%
建仓
MINO
PIMCO ETF TR
+$2.0M
44,845
减持
IUSG
ISHARES TR
-$1.5M
99,400
-2%
增持
NVDA
NVIDIA CORPORATION
-$1.2M
121,740
+1%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$1.1M
30,977
减持
AVUS
AMERICAN CENTY ETF TR
-$1.1M
24,792
-29%
增持
UBER
UBER TECHNOLOGIES INC
-$1.1M
200,091
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
90,568
+39%
减持
FENI
FIDELITY COVINGTON TRUST
-$1.1M
15,637
-66%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$1.1M
31,444
减持
NKE
NIKE INC
-$1.1M
28,574
-30%
建仓
EQPT
EQUIPMENTSHARE COM INC
+$1.1M
51,953
增持
AVEM
AMERICAN CENTY ETF TR
+$1.1M
58,430
+23%
减持
BUSE
FIRST BUSEY CORP
-$1.0M
26,539
-63%
建仓
COWZ
PACER FDS TR
+$1.0M
16,461
清仓
ONEQ
FIDELITY COMWLTH TR
-$1.0M
0
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$994.5K
38,374
+258%
减持
AMD
ADVANCED MICRO DEVICES INC
-$985.2K
50,808
-4%
减持
BINC
BLACKROCK ETF TRUST II
-$969.2K
78,947
-18%
建仓
PSQA
PALMER SQUARE FUNDS TR
+$943.5K
46,161
减持
IEFA
ISHARES TR
-$933.6K
49,315
-18%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$850.4K
14,107
+42%
减持
SCHD
SCHWAB STRATEGIC TR
+$816.6K
389,013
-4%
增持
VV
VANGUARD INDEX FDS
+$790.3K
3,481
+338%
建仓
AVDV
AMERICAN CENTY ETF TR
+$769.1K
7,701
增持
KMB
KIMBERLY-CLARK CORP
+$753.6K
15,172
+114%
建仓
SMMU
PIMCO ETF TR
+$743.6K
14,740
增持
GSLC
GOLDMAN SACHS ETF TR
-$699.7K
113,456
+1%
清仓
SPDW
SPDR INDEX SHS FDS
-$691.2K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$685.3K
55,557
+24%
建仓
—
QIAGEN NV
+$634.2K
15,838
增持
ITOT
ISHARES TR
+$629.9K
185,224
+7%
减持
FEMR
FIDELITY COVINGTON TRUST
-$612.6K
7,814
-71%
清仓
—
ASPEN INSURANCE HOLDINGS LTD
-$592.2K
0
-100%
建仓
—
MASIMO CORP
+$567.6K
3,191
建仓
AVMC
AMERICAN CENTY ETF TR
+$566.3K
7,839
清仓
HTO
H2O AMERICA
-$525.6K
0
-100%
建仓
MDY
STATE STR SPDR S&P MIDCAP 40
+$503.3K
816
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$487.8K
2,053
增持
DFEM
DIMENSIONAL ETF TRUST
+$481.3K
30,011
+79%
增持
VGT
VANGUARD WORLD FD
+$459.9K
1,020
+205%
建仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$455.9K
40,204
建仓
SCHB
SCHWAB STRATEGIC TR
+$454.9K
18,124
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$450.6K
6,000
减持
IEMG
ISHARES INC
-$445.8K
10,252
-41%
增持
VOO
VANGUARD INDEX FDS
-$440.0K
16,707
+1%
减持
JPM
JPMORGAN CHASE & CO
-$427.8K
14,488
-0%
清仓
—
QIAGEN NV
-$406.1K
0
-100%
增持
AVAV
AEROVIRONMENT INC
+$405.0K
9,083
+75%
清仓
—
BLACKROCK MUN INCOME QUALITY
-$401.5K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$400.5K
28,685
+6%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$376.9K
57,912
-11%
减持
SHOP
SHOPIFY INC
-$373.1K
8,263
-2%
减持
EL
LAUDER ESTEE COS INC
-$371.6K
3,294
-43%
增持
AVIV
AMERICAN CENTY ETF TR
+$370.6K
16,758
+35%
减持
IJH
ISHARES TR
-$369.8K
10,159
-36%
建仓
—
CALAVO GROWERS INC
+$357.3K
13,852
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$355.2K
0
-100%
建仓
DISV
DIMENSIONAL ETF TRUST
+$340.8K
8,640
减持
FSLR
FIRST SOLAR INC
-$337.5K
1,425
-40%
增持
CLX
CLOROX CO DEL
+$331.9K
53,037
+4%
建仓
SCHX
SCHWAB STRATEGIC TR
+$330.0K
12,870
建仓
DFEV
DIMENSIONAL ETF TRUST
+$326.1K
9,114
建仓
DIHP
DIMENSIONAL ETF TRUST
+$323.0K
10,024
增持
AVGO
BROADCOM INC
-$312.2K
10,144
+2%
减持
WMT
WALMART INC
+$311.1K
25,992
-1%
清仓
—
HOLOGIC INC
-$307.3K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$301.2K
6,306
-30%
增持
LRCX
LAM RESEARCH CORP
+$294.9K
3,415
+34%
清仓
CRM
SALESFORCE INC
-$269.9K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$269.4K
0
-100%
增持
—
EXXON MOBIL CORP
+$268.6K
4,933
+4%
建仓
GEV
GE VERNOVA INC
+$256.8K
294
建仓
WDC
WESTERN DIGITAL CORP
+$256.4K
948
增持
BOXX
EA SERIES TRUST
+$253.6K
10,940
+24%
减持
COST
COSTCO WHOLESALE CORPORATION
+$249.8K
2,075
-2%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$249.8K
0
-100%
建仓
T
AT&T INC
+$247.3K
8,529
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$243.7K
621
清仓
HSIC
HENRY SCHEIN INC
-$242.0K
0
-100%
建仓
—
LINDE PLC
+$241.4K
487
增持
PEP
PEPSICO INC
+$240.8K
4,102
+50%
建仓
PSX
PHILLIPS 66
+$235.2K
1,291
建仓
DGX
QUEST DIAGNOSTICS INC
+$234.1K
1,194
增持
QQQ
INVESCO QQQ TR
+$232.8K
1,009
+77%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$232.3K
3,830
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$231.8K
2,877
建仓
USB
US BANCORP
+$231.1K
4,400
清仓
GPIQ
GOLDMAN SACHS ETF TR
-$227.3K
0
-100%
减持
SE
SEA LTD
-$226.3K
4,863
-1%
增持
GOOG
ALPHABET INC
-$226.1K
11,247
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$223.5K
4,043
+7%
增持
AGG
ISHARES TR
+$223.3K
58,034
+5%
建仓
LMT
LOCKHEED MARTIN CORP
+$220.0K
364
减持
KVUE
KENVUE INC
-$220.0K
27,243
-32%
增持
LLY
ELI LILLY & CO
-$220.0K
1,434
+0%
增持
VUG
VANGUARD INDEX FDS
-$219.8K
8,518
+5%
建仓
AMGN
AMGEN INC
+$218.9K
622
建仓
GILD
GILEAD SCIENCES INC
+$215.5K
1,546
清仓
BN
BROOKFIELD CORP
-$214.8K
0
-100%
减持
ORCL
ORACLE CORP
-$212.2K
3,985
-3%
清仓
DEO
DIAGEO PLC
-$212.1K
0
-100%
建仓
ADBE
ADOBE INC
+$210.0K
864
建仓
KLAC
KLA CORP
+$209.1K
142
建仓
DFGR
DIMENSIONAL ETF TRUST
+$208.4K
7,841
清仓
PLD
PROLOGIS INC.
-$202.7K
0
-100%
清仓
DHI
D R HORTON INC
-$201.6K
0
-100%
增持
FBCG
FIDELITY COVINGTON TRUST
+$201.6K
15,044
+49%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$201.0K
0
-100%
清仓
BBEU
J P MORGAN EXCHANGE TRADED F
-$200.1K
0
-100%
增持
IUSV
ISHARES TR
+$199.6K
76,631
+3%
增持
HYMB
SPDR SERIES TRUST
+$193.9K
31,289
+34%
增持
VNQ
VANGUARD INDEX FDS
+$187.5K
12,743
+20%
增持
XLK
SELECT SECTOR SPDR TR
+$166.8K
3,673
+65%
减持
—
ASML HLDG NV
+$166.7K
1,743
-13%
减持
PWR
QUANTA SVCS INC
+$166.7K
1,968
-9%
增持
KKR
KKR & CO INC
+$164.5K
4,342
+133%
增持
CVX
CHEVRON CORPORATION
+$154.4K
2,595
+3%
增持
MELI
MERCADOLIBRE INC
-$144.3K
1,791
+11%
增持
VXUS
VANGUARD STAR FDS
+$144.1K
41,381
+2%
增持
META
META PLATFORMS INC
-$137.1K
5,650
+11%
增持
NOW
SERVICENOW INC
-$133.9K
17,751
+37%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$132.3K
12,514
+10%
减持
BAC
BANK AMERICA CORP
-$129.7K
12,362
-7%
减持
IJR
ISHARES TR
+$122.6K
91,276
-2%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$117.4K
4,786
+35%
减持
ATR
APTARGROUP INC
-$111.6K
1,829
-35%
增持
ET
ENERGY TRANSFER L P
+$109.7K
38,658
+0%
减持
MAA
MID-AMER APT CMNTYS INC
-$104.9K
3,619
-8%
增持
VBR
VANGUARD INDEX FDS
+$104.6K
3,434
+13%
增持
VTV
VANGUARD INDEX FDS
+$102.4K
9,185
+3%
减持
GPIX
GOLDMAN SACHS ETF TR
-$100.2K
10,625
-11%
增持
MO
ALTRIA GROUP INC
+$100.1K
5,128
+24%
减持
MRTN
MARTEN TRANS LTD
+$97.2K
73,615
-4%
增持
HOOD
ROBINHOOD MKTS INC
-$96.1K
40,809
+58%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$95.0K
1,467
-4%
增持
MA
MASTERCARD INCORPORATED
-$93.8K
1,662
+3%
