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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $138.46万 | 0.24% | 6,480 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $142.70万 | 0.24% | 4,721 | 54 | 1.2% | $1.63万 | 加仓 |
| SHYG | ISHARES TR | $146.20万 | 0.25% | 34,555 | 2,213 | 6.8% | $9.36万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $148.08万 | 0.25% | 15,172 | 8,078 | 113.9% | $78.84万 | 加仓 |
| NKE | NIKE INC | $152.58万 | 0.26% | 28,574 | -11,998 | -29.6% | -$64.07万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $166.26万 | 0.28% | 9,083 | 3,884 | 74.7% | $71.09万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $180.22万 | 0.31% | 9,185 | 285 | 3.2% | $5.59万 | 加仓 |
| NOW | SERVICENOW INC | $185.59万 | 0.32% | 17,751 | 4,762 | 36.7% | $49.79万 | 加仓 |
| IYW | ISHARES TR | $194.16万 | 0.33% | 10,702 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $202.56万 | 0.34% | 44,845 | 44,845 | — | $202.56万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $206.78万 | 0.35% | 2,075 | -33 | -1.6% | -$3.29万 | 减仓 |
| MUB | ISHARES TR | $211.54万 | 0.36% | 19,929 | -627 | -3.1% | -$6.66万 | 减仓 |
| ASML | ASML HLDG NV | $230.18万 | 0.39% | 1,743 | -253 | -12.7% | -$33.41万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $275.64万 | 0.47% | 24,792 | -9,948 | -28.6% | -$110.60万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $282.81万 | 0.48% | 40,809 | 14,954 | 57.8% | $103.63万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.49% | 4 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $293.09万 | 0.50% | 57,912 | -7,243 | -11.1% | -$36.66万 | 减仓 |
| MELI | MERCADOLIBRE INC | $309.67万 | 0.53% | 1,791 | 182 | 11.3% | $31.47万 | 加仓 |
| VB | VANGUARD INDEX FDS | $312.21万 | 0.53% | 11,920 | 47 | 0.4% | $1.23万 | 加仓 |
| AVGO | BROADCOM INC | $313.97万 | 0.53% | 10,144 | 170 | 1.7% | $5.26万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $316.88万 | 0.54% | 28,685 | 1,540 | 5.7% | $17.01万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $319.09万 | 0.54% | 41,381 | 994 | 2.5% | $7.66万 | 加仓 |
| GOOG | ALPHABET INC | $322.64万 | 0.55% | 11,247 | 245 | 2.2% | $7.03万 | 加仓 |
| META | META PLATFORMS INC | $323.24万 | 0.55% | 5,650 | 545 | 10.7% | $31.18万 | 加仓 |
| WMT | WALMART INC | $323.68万 | 0.55% | 25,992 | -222 | -0.8% | -$2.76万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $334.84万 | 0.57% | 47,221 | -25,636 | -35.2% | -$181.78万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $363.66万 | 0.62% | 71,333 | 43,933 | 160.3% | $223.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $372.06万 | 0.63% | 8,518 | 441 | 5.5% | $19.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $382.65万 | 0.65% | 98,470 | 85,941 | 685.9% | $333.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $383.11万 | 0.65% | 11,942 | 725 | 6.5% | $23.26万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $409.97万 | 0.70% | 78,947 | -17,109 | -17.8% | -$88.85万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $414.43万 | 0.70% | 90,568 | 25,252 | 38.7% | $115.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $426.17万 | 0.72% | 14,488 | -66 | -0.5% | -$1.94万 | 减仓 |
| IEFA | ISHARES TR | $446.45万 | 0.76% | 49,315 | -11,026 | -18.3% | -$99.82万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $470.83万 | 0.80% | 58,430 | 10,955 | 23.1% | $88.27万 | 加仓 |
| CLX | CLOROX CO DEL | $549.62万 | 0.93% | 53,037 | 1,820 | 3.6% | $18.86万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $550.75万 | 0.94% | 14,107 | 4,172 | 42.0% | $162.88万 | 加仓 |
| AGG | ISHARES TR | $576.10万 | 0.98% | 58,034 | 2,590 | 4.7% | $25.71万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $678.10万 | 1.15% | 87,440 | 87,440 | — | $678.10万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $697.22万 | 1.19% | 14,550 | 537 | 3.8% | $25.73万 | 加仓 |
| IUSV | ISHARES TR | $783.56万 | 1.33% | 76,631 | 2,163 | 2.9% | $22.12万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $890.69万 | 1.51% | 55,557 | 10,923 | 24.5% | $175.12万 | 加仓 |
| IVV | ISHARES TR | $973.11万 | 1.66% | 14,897 | -14,499 | -49.3% | -$947.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $998.33万 | 1.70% | 16,707 | 86 | 0.5% | $5.14万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,033.58万 | 1.76% | 50,808 | -2,054 | -3.9% | -$41.78万 | 减仓 |
| IJR | ISHARES TR | $1,134.66万 | 1.93% | 91,276 | -2,117 | -2.3% | -$26.32万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,193.49万 | 2.03% | 389,013 | -16,320 | -4.0% | -$50.07万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,419.67万 | 2.41% | 113,456 | 920 | 0.8% | $11.51万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,439.25万 | 2.45% | 200,091 | 10,243 | 5.4% | $73.68万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,507.33万 | 2.56% | 177,667 | 23,353 | 15.1% | $198.13万 | 加仓 |
| IUSG | ISHARES TR | $1,541.79万 | 2.62% | 99,400 | -1,556 | -1.5% | -$24.14万 | 减仓 |
| TSLA | TESLA INC | $1,668.82万 | 2.84% | 44,891 | 1,797 | 4.2% | $66.80万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,774.20万 | 3.02% | 121,288 | 4,755 | 4.1% | $69.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,123.27万 | 3.61% | 121,740 | 1,563 | 1.3% | $27.26万 | 加仓 |
| AMZN | AMAZON COM INC | $2,326.05万 | 3.96% | 111,684 | 22,392 | 25.1% | $466.36万 | 加仓 |
| ITOT | ISHARES TR | $2,638.15万 | 4.49% | 185,224 | 12,034 | 6.9% | $171.40万 | 加仓 |
| AAPL | APPLE INC | $2,677.98万 | 4.55% | 105,520 | -584 | -0.6% | -$14.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,696.91万 | 4.59% | 72,856 | 8,681 | 13.5% | $321.34万 | 加仓 |
| GOOGL | ALPHABET INC | $3,366.12万 | 5.73% | 117,058 | -1,822 | -1.5% | -$52.39万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $4,611.83万 | 7.84% | 7,019,526 | -30,695 | -0.4% | -$20.17万 | 减仓 |