Canvas Wealth Advisors, LLC
SHAWNEE KS · SEC CIK 0001858782
$5.88亿2026Q1 申报市值
240持仓数
43.2%前十大占比 · 第一大 7.8%
36 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVLC 新建仓+$678.10万
AMZN 加仓+$466.36万
DIMENSIONAL ETF 加仓+$333.97万
MSFT 加仓+$321.34万
JMST 加仓+$223.97万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$947.11万
MMM 减仓-$323.61万
DFUS 减仓-$181.78万
BUSE 减仓-$113.72万
FENI 减仓-$113.56万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | -10,970 | -100.0% | -$100.26万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -15,565 | -100.0% | -$69.12万 | 清仓 |
| — | ASPEN INSURANCE HOLDINGS LTD | $0 | 0.00% | 0 | -15,963 | -100.0% | -$59.22万 | 清仓 |
| HTO | H2O AMERICA | $0 | 0.00% | 0 | -10,729 | -100.0% | -$52.56万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -9,030 | -100.0% | -$40.61万 | 清仓 |
| — | BLACKROCK MUN INCOME QUALITY | $0 | 0.00% | 0 | -36,696 | -100.0% | -$40.15万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -1,387 | -100.0% | -$35.52万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -4,125 | -100.0% | -$30.73万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -401 | -100.0% | -$24.98万 | 清仓 |
| HSIC | HENRY SCHEIN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -2,459 | -100.0% | -$21.21万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -1,588 | -100.0% | -$20.27万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$20.16万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,400 | -100.0% | -$20.10万 | 清仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SELECTQUOTE INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.12万 | 清仓 |
| CFFN | CAPITOL FED FINL INC | $12.23万 | 0.02% | 17,150 | 277 | 1.6% | $1,975 | 加仓 |
| F | FORD MTR CO | $14.35万 | 0.02% | 12,439 | -2 | -0.0% | -$23 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $14.51万 | 0.02% | 13,908 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $20.15万 | 0.03% | 437 | -8 | -1.8% | -$3,688 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.17万 | 0.03% | 5,250 | 1,185 | 29.2% | $4.55万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.68万 | 0.04% | 3,827 | -1,020 | -21.0% | -$5.51万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $20.84万 | 0.04% | 7,841 | 7,841 | — | $20.84万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $20.84万 | 0.04% | 637 | -63 | -9.0% | -$2.06万 | 减仓 |
| KLAC | KLA CORP | $20.91万 | 0.04% | 142 | 142 | — | $20.91万 | 新建仓 |
| BX | BLACKSTONE INC | $20.94万 | 0.04% | 1,821 | 353 | 24.0% | $4.06万 | 加仓 |
| ADBE | ADOBE INC | $21.00万 | 0.04% | 864 | 864 | — | $21.00万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $21.44万 | 0.04% | 185 | -3 | -1.6% | -$3,477 | 减仓 |
| BDX | BECTON DICKINSON & CO | $21.47万 | 0.04% | 1,365 | -135 | -9.0% | -$2.12万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $21.55万 | 0.04% | 1,546 | 1,546 | — | $21.55万 | 新建仓 |
| AMGN | AMGEN INC | $21.89万 | 0.04% | 622 | 622 | — | $21.89万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $22.00万 | 0.04% | 364 | 364 | — | $22.00万 | 新建仓 |
| LNN | LINDSAY CORP | $22.07万 | 0.04% | 1,853 | -118 | -6.0% | -$1.41万 | 减仓 |
| CB | CHUBB LTD SWITZ | $22.59万 | 0.04% | 691 | 14 | 2.1% | $4,577 | 加仓 |
| EG | EVEREST GROUP LTD | $22.59万 | 0.04% | 691 | 28 | 4.2% | $9,155 | 加仓 |
| BLK | BLACKROCK INC | $22.70万 | 0.04% | 236 | -1 | -0.4% | -$962 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.98万 | 0.04% | 1,753 | -26 | -1.5% | -$3,408 | 减仓 |
| ATR | APTARGROUP INC | $23.05万 | 0.04% | 1,829 | -976 | -34.8% | -$12.30万 | 减仓 |
| USB | US BANCORP | $23.11万 | 0.04% | 4,400 | 4,400 | — | $23.11万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $23.18万 | 0.04% | 2,877 | 2,877 | — | $23.18万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.23万 | 0.04% | 3,830 | 3,830 | — | $23.23万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $23.41万 | 0.04% | 1,194 | 1,194 | — | $23.41万 | 新建仓 |
| EFA | ISHARES TR | $23.46万 | 0.04% | 2,415 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.52万 | 0.04% | 1,291 | 1,291 | — | $23.52万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $23.64万 | 0.04% | 3,294 | -2,512 | -43.3% | -$18.03万 | 减仓 |
| WFC | WELLS FARGO & CO | $23.84万 | 0.04% | 2,994 | -96 | -3.1% | -$7,643 | 减仓 |
| LIN | LINDE PLC | $24.14万 | 0.04% | 487 | -41 | -7.8% | -$2.03万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.37万 | 0.04% | 621 | 621 | — | $24.37万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $24.39万 | 0.04% | 2,189 | 279 | 14.6% | $3.11万 | 加仓 |
| NGL | NGL ENERGY PARTNERS LP | $24.66万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $24.73万 | 0.04% | 8,529 | 473 | 5.9% | $1.37万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $24.73万 | 0.04% | 848 | -117 | -12.1% | -$3.41万 | 减仓 |
| NU | NU HLDGS LTD | $24.77万 | 0.04% | 17,234 | -614 | -3.4% | -$8,823 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $25.19万 | 0.04% | 5,433 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $25.35万 | 0.04% | 450 | 9 | 2.0% | $5,070 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $25.42万 | 0.04% | 836 | -3 | -0.4% | -$912 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $25.60万 | 0.04% | 22,128 | 254 | 1.2% | $2,939 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $25.62万 | 0.04% | 7,543 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $25.64万 | 0.04% | 948 | 948 | — | $25.64万 | 新建仓 |
| GEV | GE VERNOVA INC | $25.68万 | 0.04% | 294 | 294 | — | $25.68万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $25.72万 | 0.04% | 7,092 | -960 | -11.9% | -$3.48万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $25.75万 | 0.04% | 1,218 | -2 | -0.2% | -$423 | 减仓 |
| SPGI | S&P GLOBAL INC | $26.16万 | 0.04% | 615 | 7 | 1.2% | $2,977 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $26.32万 | 0.04% | 3,210 | 25 | 0.8% | $2,050 | 加仓 |
| APH | AMPHENOL CORP | $26.43万 | 0.04% | 2,088 | 28 | 1.4% | $3,545 | 加仓 |
| ANET | ARISTA NETWORKS INC | $26.55万 | 0.05% | 2,162 | -81 | -3.6% | -$9,945 | 减仓 |
| AMAT | APPLIED MATLS INC | $26.59万 | 0.05% | 778 | -146 | -15.8% | -$4.99万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $26.67万 | 0.05% | 10,776 | 640 | 6.3% | $1.58万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $26.68万 | 0.05% | 7,814 | -19,212 | -71.1% | -$65.61万 | 减仓 |
| IWM | ISHARES TR | $26.91万 | 0.05% | 1,085 | -50 | -4.4% | -$1.24万 | 减仓 |
| GL | GLOBE LIFE INC | $27.16万 | 0.05% | 1,952 | -466 | -19.3% | -$6.48万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $27.70万 | 0.05% | 1,331 | 111 | 9.1% | $2.31万 | 加仓 |
| FSLR | FIRST SOLAR INC | $28.11万 | 0.05% | 1,425 | -943 | -39.8% | -$18.60万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $28.13万 | 0.05% | 4,150 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $28.16万 | 0.05% | 9,095 | 2,402 | 35.9% | $7.44万 | 加仓 |
| TJX | TJX COS INC NEW | $28.24万 | 0.05% | 1,768 | -156 | -8.1% | -$2.49万 | 减仓 |
| IVE | ISHARES TR | $28.29万 | 0.05% | 1,340 | 125 | 10.3% | $2.64万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $29.91万 | 0.05% | 1,793 | 277 | 18.3% | $4.62万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.09万 | 0.05% | 1,399 | -25 | -1.8% | -$5,377 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $30.36万 | 0.05% | 8,023 | -267 | -3.2% | -$1.01万 | 减仓 |
| VHT | VANGUARD WORLD FD | $30.36万 | 0.05% | 1,115 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $30.65万 | 0.05% | 7,020 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $30.79万 | 0.05% | 5,199 | -125 | -2.3% | -$7,403 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $32.00万 | 0.05% | 12,290 | -135 | -1.1% | -$3,515 | 减仓 |
| RTX | RTX CORPORATION | $32.10万 | 0.05% | 1,664 | -45 | -2.6% | -$8,681 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $32.30万 | 0.05% | 10,024 | 10,024 | — | $32.30万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $32.61万 | 0.06% | 9,114 | 9,114 | — | $32.61万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $33.00万 | 0.06% | 12,870 | 12,870 | — | $33.00万 | 新建仓 |
| PFE | PFIZER INC | $33.48万 | 0.06% | 11,923 | 1,341 | 12.7% | $3.77万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $33.76万 | 0.06% | 1,116 | 291 | 35.3% | $8.80万 | 加仓 |
| MO | ALTRIA GROUP INC | $33.84万 | 0.06% | 5,128 | 995 | 24.1% | $6.57万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $34.08万 | 0.06% | 8,640 | 8,640 | — | $34.08万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $34.30万 | 0.06% | 2,375 | -61 | -2.5% | -$8,811 | 减仓 |
| NTRS | NORTHERN TR CORP | $34.52万 | 0.06% | 2,459 | -501 | -16.9% | -$7.03万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $35.23万 | 0.06% | 4,370 | 206 | 4.9% | $1.66万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $35.40万 | 0.06% | 9,913 | -1,202 | -10.8% | -$4.29万 | 减仓 |