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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $35.43万 | 0.06% | 2,153 | 25 | 1.2% | $4,114 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.56万 | 0.06% | 1,467 | -54 | -3.6% | -$1.31万 | 减仓 |
| — | CALAVO GROWERS INC | $35.73万 | 0.06% | 13,852 | 13,852 | — | $35.73万 | 新建仓 |
| MRK | MERCK & CO INC | $36.21万 | 0.06% | 2,990 | 181 | 6.4% | $2.19万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.54万 | 0.06% | 7,280 | 331 | 4.8% | $1.66万 | 加仓 |
| TMUS | T-MOBILE US INC | $37.26万 | 0.06% | 1,774 | 297 | 20.1% | $6.24万 | 加仓 |
| KO | COCA COLA CO | $37.30万 | 0.06% | 4,872 | -71 | -1.4% | -$5,436 | 减仓 |
| ETN | EATON CORP PLC | $37.45万 | 0.06% | 1,047 | -39 | -3.6% | -$1.39万 | 减仓 |
| VO | VANGUARD INDEX FDS | $37.68万 | 0.06% | 1,312 | -87 | -6.2% | -$2.50万 | 减仓 |
| GE | GE AEROSPACE | $38.71万 | 0.07% | 1,364 | 76 | 5.9% | $2.16万 | 加仓 |
| KKR | KKR & CO INC | $40.16万 | 0.07% | 4,342 | 2,482 | 133.4% | $22.96万 | 加仓 |
| SE | SEA LTD | $40.27万 | 0.07% | 4,863 | -68 | -1.4% | -$5,631 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $40.52万 | 0.07% | 1,199 | 92 | 8.3% | $3.11万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $41.57万 | 0.07% | 4,723 | 774 | 19.6% | $6.81万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $42.11万 | 0.07% | 5,502 | 405 | 7.9% | $3.10万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.21万 | 0.07% | 858 | 80 | 10.3% | $3.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $42.81万 | 0.07% | 6,018 | 809 | 15.5% | $5.75万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $43.29万 | 0.07% | 4,661 | 174 | 3.9% | $1.62万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $43.62万 | 0.07% | 8,915 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $44.18万 | 0.08% | 4,786 | 1,229 | 34.6% | $11.34万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $44.20万 | 0.08% | 3,619 | -318 | -8.1% | -$3.88万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $45.06万 | 0.08% | 6,000 | 6,000 | — | $45.06万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $45.49万 | 0.08% | 18,124 | 18,124 | — | $45.49万 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $45.59万 | 0.08% | 40,204 | 40,204 | — | $45.59万 | 新建仓 |
| — | NUSHARES ETF TR | $45.70万 | 0.08% | 18,500 | 2,500 | 15.6% | $6.17万 | 加仓 |
| ABBV | ABBVIE INC | $46.63万 | 0.08% | 2,144 | -110 | -4.9% | -$2.39万 | 减仓 |
| KVUE | KENVUE INC | $46.97万 | 0.08% | 27,243 | -12,737 | -31.9% | -$21.96万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $48.78万 | 0.08% | 2,053 | 2,053 | — | $48.78万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $48.81万 | 0.08% | 3,673 | 1,441 | 64.6% | $19.15万 | 加仓 |
| LQD | ISHARES TR | $49.54万 | 0.08% | 4,545 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $49.58万 | 0.08% | 12,726 | -1,366 | -9.7% | -$5.32万 | 减仓 |
| IVW | ISHARES TR | $50.06万 | 0.09% | 4,426 | -80 | -1.8% | -$9,049 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $50.33万 | 0.09% | 816 | 816 | — | $50.33万 | 新建仓 |
| CSCO | CISCO SYS INC | $52.42万 | 0.09% | 6,756 | -308 | -4.4% | -$2.39万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $53.17万 | 0.09% | 10,625 | -1,342 | -11.2% | -$6.72万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $53.51万 | 0.09% | 9,441 | 450 | 5.0% | $2.55万 | 加仓 |
| INTU | INTUIT | $53.53万 | 0.09% | 1,238 | 482 | 63.8% | $20.84万 | 加仓 |
| CVX | CHEVRON CORPORATION | $53.69万 | 0.09% | 2,595 | 85 | 3.4% | $1.76万 | 加仓 |
| SOLV | SOLVENTUM CORP | $53.82万 | 0.09% | 8,242 | 877 | 11.9% | $5.73万 | 加仓 |
| IYC | ISHARES TR | $54.12万 | 0.09% | 5,584 | 0 | 0.0% | — | 不变 |
| WERN | WERNER ENTERPRISES INC | $56.05万 | 0.10% | 19,057 | -2,557 | -11.8% | -$7.52万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $56.34万 | 0.10% | 7,185 | -163 | -2.2% | -$1.28万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $56.63万 | 0.10% | 7,839 | 7,839 | — | $56.63万 | 新建仓 |
| — | MASIMO CORP | $56.76万 | 0.10% | 3,191 | 3,191 | — | $56.76万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $56.77万 | 0.10% | 1,545 | 182 | 13.4% | $6.69万 | 加仓 |
| V | VISA INC | $56.94万 | 0.10% | 1,884 | 138 | 7.9% | $4.17万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $58.17万 | 0.10% | 15,637 | -30,526 | -66.1% | -$113.56万 | 减仓 |
| QQQ | INVESCO QQQ TR | $58.24万 | 0.10% | 1,009 | 440 | 77.3% | $25.40万 | 加仓 |
| ORCL | ORACLE CORP | $58.62万 | 0.10% | 3,985 | -111 | -2.7% | -$1.63万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $59.26万 | 0.10% | 6,306 | -2,640 | -29.5% | -$24.81万 | 减仓 |
| BAC | BANK AMERICA CORP | $60.27万 | 0.10% | 12,362 | -953 | -7.2% | -$4.65万 | 减仓 |
| SYK | STRYKER CORPORATION | $60.30万 | 0.10% | 1,835 | -9 | -0.5% | -$2,957 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $62.08万 | 0.11% | 6,623 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $63.22万 | 0.11% | 12,500 | -1,800 | -12.6% | -$9.10万 | 减仓 |
| QGEN | QIAGEN NV | $63.42万 | 0.11% | 15,838 | 15,838 | — | $63.42万 | 新建仓 |
| PEP | PEPSICO INC | $63.70万 | 0.11% | 4,102 | 1,369 | 50.1% | $21.26万 | 加仓 |
| SHM | SPDR SERIES TRUST | $64.60万 | 0.11% | 13,507 | -1,296 | -8.8% | -$6.20万 | 减仓 |
| CAT | CATERPILLAR INC | $66.38万 | 0.11% | 937 | -90 | -8.8% | -$6.38万 | 减仓 |
| SMH | VANECK ETF TRUST | $66.74万 | 0.11% | 1,741 | 65 | 3.9% | $2.49万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $67.06万 | 0.11% | 26,539 | -45,000 | -62.9% | -$113.72万 | 减仓 |
| NFLX | NETFLIX INC. | $67.74万 | 0.12% | 7,045 | 769 | 12.3% | $7.39万 | 加仓 |
| IJH | ISHARES TR | $68.60万 | 0.12% | 10,159 | -5,838 | -36.5% | -$39.42万 | 减仓 |
| VGT | VANGUARD WORLD FD | $71.17万 | 0.12% | 1,020 | 686 | 205.4% | $47.87万 | 加仓 |
| IEMG | ISHARES INC | $71.51万 | 0.12% | 10,252 | -7,018 | -40.6% | -$48.95万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $73.05万 | 0.12% | 3,415 | 874 | 34.4% | $18.70万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $73.87万 | 0.13% | 12,514 | 1,088 | 9.5% | $6.42万 | 加仓 |
| SMMU | PIMCO ETF TR | $74.36万 | 0.13% | 14,740 | 14,740 | — | $74.36万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $74.59万 | 0.13% | 3,434 | 406 | 13.4% | $8.82万 | 加仓 |
| ET | ENERGY TRANSFER L P | $74.61万 | 0.13% | 38,658 | 64 | 0.2% | $1,235 | 加仓 |
| HD | HOME DEPOT INC | $74.63万 | 0.13% | 2,269 | -54 | -2.3% | -$1.78万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $75.40万 | 0.13% | 15,044 | 4,971 | 49.3% | $24.91万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $76.91万 | 0.13% | 7,701 | 7,701 | — | $76.91万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $77.60万 | 0.13% | 31,289 | 7,952 | 34.1% | $19.72万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $82.96万 | 0.14% | 4,323 | -45 | -1.0% | -$8,636 | 减仓 |
| MA | MASTERCARD INCORPORATED | $83.04万 | 0.14% | 1,662 | 43 | 2.7% | $2.15万 | 加仓 |
| — | EXXON MOBIL CORP | $83.69万 | 0.14% | 4,933 | 210 | 4.4% | $3.56万 | 加仓 |
| MMM | 3M CO | $86.29万 | 0.15% | 5,941 | -22,281 | -78.9% | -$323.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $88.64万 | 0.15% | 3,626 | -245 | -6.3% | -$5.99万 | 减仓 |
| — | PALMER SQUARE FUNDS TR | $94.35万 | 0.16% | 46,161 | 46,161 | — | $94.35万 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $96.66万 | 0.16% | 73,615 | -2,776 | -3.6% | -$3.64万 | 减仓 |
| SHOP | SHOPIFY INC | $98.02万 | 0.17% | 8,263 | -144 | -1.7% | -$1.71万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $102.58万 | 0.17% | 22,624 | -460 | -2.0% | -$2.09万 | 减仓 |
| COWZ | PACER FDS TR | $102.98万 | 0.18% | 16,461 | 16,461 | — | $102.98万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $103.69万 | 0.18% | 30,011 | 13,215 | 78.7% | $45.66万 | 加仓 |
| VV | VANGUARD INDEX FDS | $104.03万 | 0.18% | 3,481 | 2,687 | 338.4% | $80.30万 | 加仓 |
| EQPT | EQUIPMENTSHARE COM INC | $105.83万 | 0.18% | 51,953 | 51,953 | — | $105.83万 | 新建仓 |
| MCD | MCDONALDS CORP | $106.34万 | 0.18% | 3,422 | -118 | -3.3% | -$3.67万 | 减仓 |
| PWR | QUANTA SVCS INC | $108.05万 | 0.18% | 1,968 | -197 | -9.1% | -$10.82万 | 减仓 |
| EFG | ISHARES TR | $108.63万 | 0.18% | 9,754 | -93 | -0.9% | -$1.04万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $110.18万 | 0.19% | 31,444 | 31,444 | — | $110.18万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $113.03万 | 0.19% | 12,743 | 2,089 | 19.6% | $18.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $113.87万 | 0.19% | 30,977 | 30,977 | — | $113.87万 | 新建仓 |
| FESM | FIDELITY COVINGTON TRUST | $122.35万 | 0.21% | 32,196 | 942 | 3.0% | $3.58万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $125.40万 | 0.21% | 16,758 | 4,355 | 35.1% | $32.59万 | 加仓 |
| BOXX | EA SERIES TRUST | $127.22万 | 0.22% | 10,940 | 2,090 | 23.6% | $24.30万 | 加仓 |
| LLY | ELI LILLY & CO | $131.90万 | 0.22% | 1,434 | 2 | 0.1% | $1,840 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $133.33万 | 0.23% | 2,050 | 139 | 7.3% | $9.04万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $136.34万 | 0.23% | 38,374 | 27,667 | 258.4% | $98.30万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $137.01万 | 0.23% | 4,043 | 270 | 7.2% | $9.15万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $138.04万 | 0.23% | 21,542 | -219 | -1.0% | -$1.40万 | 减仓 |