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 |
|---|---|---|---|---|---|---|---|---|
| BUSE | FIRST BUSEY CORP | $67.06万 | 0.11% | 26,539 | -45,000 | -62.9% | -$113.72万 | 减仓 |
| SMH | VANECK ETF TRUST | $66.74万 | 0.11% | 1,741 | 65 | 3.9% | $2.49万 | 加仓 |
| CAT | CATERPILLAR INC | $66.38万 | 0.11% | 937 | -90 | -8.8% | -$6.38万 | 减仓 |
| SHM | SPDR SERIES TRUST | $64.60万 | 0.11% | 13,507 | -1,296 | -8.8% | -$6.20万 | 减仓 |
| PEP | PEPSICO INC | $63.70万 | 0.11% | 4,102 | 1,369 | 50.1% | $21.26万 | 加仓 |
| QGEN | QIAGEN NV | $63.42万 | 0.11% | 15,838 | 15,838 | — | $63.42万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $63.22万 | 0.11% | 12,500 | -1,800 | -12.6% | -$9.10万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $62.08万 | 0.11% | 6,623 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $60.30万 | 0.10% | 1,835 | -9 | -0.5% | -$2,957 | 减仓 |
| BAC | BANK AMERICA CORP | $60.27万 | 0.10% | 12,362 | -953 | -7.2% | -$4.65万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $59.26万 | 0.10% | 6,306 | -2,640 | -29.5% | -$24.81万 | 减仓 |
| ORCL | ORACLE CORP | $58.62万 | 0.10% | 3,985 | -111 | -2.7% | -$1.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $58.24万 | 0.10% | 1,009 | 440 | 77.3% | $25.40万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $58.17万 | 0.10% | 15,637 | -30,526 | -66.1% | -$113.56万 | 减仓 |
| V | VISA INC | $56.94万 | 0.10% | 1,884 | 138 | 7.9% | $4.17万 | 加仓 |
| MGK | VANGUARD WORLD FD | $56.77万 | 0.10% | 1,545 | 182 | 13.4% | $6.69万 | 加仓 |
| — | MASIMO CORP | $56.76万 | 0.10% | 3,191 | 3,191 | — | $56.76万 | 新建仓 |
| AVMC | AMERICAN CENTY ETF TR | $56.63万 | 0.10% | 7,839 | 7,839 | — | $56.63万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $56.34万 | 0.10% | 7,185 | -163 | -2.2% | -$1.28万 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $56.05万 | 0.10% | 19,057 | -2,557 | -11.8% | -$7.52万 | 减仓 |
| IYC | ISHARES TR | $54.12万 | 0.09% | 5,584 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $53.82万 | 0.09% | 8,242 | 877 | 11.9% | $5.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $53.69万 | 0.09% | 2,595 | 85 | 3.4% | $1.76万 | 加仓 |
| INTU | INTUIT | $53.53万 | 0.09% | 1,238 | 482 | 63.8% | $20.84万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $53.51万 | 0.09% | 9,441 | 450 | 5.0% | $2.55万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $53.17万 | 0.09% | 10,625 | -1,342 | -11.2% | -$6.72万 | 减仓 |
| CSCO | CISCO SYS INC | $52.42万 | 0.09% | 6,756 | -308 | -4.4% | -$2.39万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $50.33万 | 0.09% | 816 | 816 | — | $50.33万 | 新建仓 |
| IVW | ISHARES TR | $50.06万 | 0.09% | 4,426 | -80 | -1.8% | -$9,049 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $49.58万 | 0.08% | 12,726 | -1,366 | -9.7% | -$5.32万 | 减仓 |
| LQD | ISHARES TR | $49.54万 | 0.08% | 4,545 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $48.81万 | 0.08% | 3,673 | 1,441 | 64.6% | $19.15万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $48.78万 | 0.08% | 2,053 | 2,053 | — | $48.78万 | 新建仓 |
| KVUE | KENVUE INC | $46.97万 | 0.08% | 27,243 | -12,737 | -31.9% | -$21.96万 | 减仓 |
| ABBV | ABBVIE INC | $46.63万 | 0.08% | 2,144 | -110 | -4.9% | -$2.39万 | 减仓 |
| — | NUSHARES ETF TR | $45.70万 | 0.08% | 18,500 | 2,500 | 15.6% | $6.17万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $45.59万 | 0.08% | 40,204 | 40,204 | — | $45.59万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $45.49万 | 0.08% | 18,124 | 18,124 | — | $45.49万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $45.06万 | 0.08% | 6,000 | 6,000 | — | $45.06万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $44.20万 | 0.08% | 3,619 | -318 | -8.1% | -$3.88万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $44.18万 | 0.08% | 4,786 | 1,229 | 34.6% | $11.34万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $43.62万 | 0.07% | 8,915 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $43.29万 | 0.07% | 4,661 | 174 | 3.9% | $1.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $42.81万 | 0.07% | 6,018 | 809 | 15.5% | $5.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.21万 | 0.07% | 858 | 80 | 10.3% | $3.94万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $42.11万 | 0.07% | 5,502 | 405 | 7.9% | $3.10万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $41.57万 | 0.07% | 4,723 | 774 | 19.6% | $6.81万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.52万 | 0.07% | 1,199 | 92 | 8.3% | $3.11万 | 加仓 |
| SE | SEA LTD | $40.27万 | 0.07% | 4,863 | -68 | -1.4% | -$5,631 | 减仓 |
| KKR | KKR & CO INC | $40.16万 | 0.07% | 4,342 | 2,482 | 133.4% | $22.96万 | 加仓 |
| GE | GE AEROSPACE | $38.71万 | 0.07% | 1,364 | 76 | 5.9% | $2.16万 | 加仓 |
| VO | VANGUARD INDEX FDS | $37.68万 | 0.06% | 1,312 | -87 | -6.2% | -$2.50万 | 减仓 |
| ETN | EATON CORP PLC | $37.45万 | 0.06% | 1,047 | -39 | -3.6% | -$1.39万 | 减仓 |
| KO | COCA COLA CO | $37.30万 | 0.06% | 4,872 | -71 | -1.4% | -$5,436 | 减仓 |
| TMUS | T-MOBILE US INC | $37.26万 | 0.06% | 1,774 | 297 | 20.1% | $6.24万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.54万 | 0.06% | 7,280 | 331 | 4.8% | $1.66万 | 加仓 |
| MRK | MERCK & CO INC | $36.21万 | 0.06% | 2,990 | 181 | 6.4% | $2.19万 | 加仓 |
| — | CALAVO GROWERS INC | $35.73万 | 0.06% | 13,852 | 13,852 | — | $35.73万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.56万 | 0.06% | 1,467 | -54 | -3.6% | -$1.31万 | 减仓 |
| MS | MORGAN STANLEY | $35.43万 | 0.06% | 2,153 | 25 | 1.2% | $4,114 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $35.40万 | 0.06% | 9,913 | -1,202 | -10.8% | -$4.29万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $35.23万 | 0.06% | 4,370 | 206 | 4.9% | $1.66万 | 加仓 |
| NTRS | NORTHERN TR CORP | $34.52万 | 0.06% | 2,459 | -501 | -16.9% | -$7.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $34.30万 | 0.06% | 2,375 | -61 | -2.5% | -$8,811 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $34.08万 | 0.06% | 8,640 | 8,640 | — | $34.08万 | 新建仓 |
| MO | ALTRIA GROUP INC | $33.84万 | 0.06% | 5,128 | 995 | 24.1% | $6.57万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $33.76万 | 0.06% | 1,116 | 291 | 35.3% | $8.80万 | 加仓 |
| PFE | PFIZER INC | $33.48万 | 0.06% | 11,923 | 1,341 | 12.7% | $3.77万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $33.00万 | 0.06% | 12,870 | 12,870 | — | $33.00万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $32.61万 | 0.06% | 9,114 | 9,114 | — | $32.61万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $32.30万 | 0.05% | 10,024 | 10,024 | — | $32.30万 | 新建仓 |
| RTX | RTX CORPORATION | $32.10万 | 0.05% | 1,664 | -45 | -2.6% | -$8,681 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $32.00万 | 0.05% | 12,290 | -135 | -1.1% | -$3,515 | 减仓 |
| SPMD | SPDR SERIES TRUST | $30.79万 | 0.05% | 5,199 | -125 | -2.3% | -$7,403 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $30.65万 | 0.05% | 7,020 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $30.36万 | 0.05% | 1,115 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $30.36万 | 0.05% | 8,023 | -267 | -3.2% | -$1.01万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.09万 | 0.05% | 1,399 | -25 | -1.8% | -$5,377 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $29.91万 | 0.05% | 1,793 | 277 | 18.3% | $4.62万 | 加仓 |
| IVE | ISHARES TR | $28.29万 | 0.05% | 1,340 | 125 | 10.3% | $2.64万 | 加仓 |
| TJX | TJX COS INC NEW | $28.24万 | 0.05% | 1,768 | -156 | -8.1% | -$2.49万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $28.16万 | 0.05% | 9,095 | 2,402 | 35.9% | $7.44万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $28.13万 | 0.05% | 4,150 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $28.11万 | 0.05% | 1,425 | -943 | -39.8% | -$18.60万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $27.70万 | 0.05% | 1,331 | 111 | 9.1% | $2.31万 | 加仓 |
| GL | GLOBE LIFE INC | $27.16万 | 0.05% | 1,952 | -466 | -19.3% | -$6.48万 | 减仓 |
| IWM | ISHARES TR | $26.91万 | 0.05% | 1,085 | -50 | -4.4% | -$1.24万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $26.68万 | 0.05% | 7,814 | -19,212 | -71.1% | -$65.61万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $26.67万 | 0.05% | 10,776 | 640 | 6.3% | $1.58万 | 加仓 |
| AMAT | APPLIED MATLS INC | $26.59万 | 0.05% | 778 | -146 | -15.8% | -$4.99万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $26.55万 | 0.05% | 2,162 | -81 | -3.6% | -$9,945 | 减仓 |
| APH | AMPHENOL CORP | $26.43万 | 0.04% | 2,088 | 28 | 1.4% | $3,545 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $26.32万 | 0.04% | 3,210 | 25 | 0.8% | $2,050 | 加仓 |
| SPGI | S&P GLOBAL INC | $26.16万 | 0.04% | 615 | 7 | 1.2% | $2,977 | 加仓 |
| CAH | CARDINAL HEALTH INC | $25.75万 | 0.04% | 1,218 | -2 | -0.2% | -$423 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $25.72万 | 0.04% | 7,092 | -960 | -11.9% | -$3.48万 | 减仓 |
| GEV | GE VERNOVA INC | $25.68万 | 0.04% | 294 | 294 | — | $25.68万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $25.64万 | 0.04% | 948 | 948 | — | $25.64万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $25.62万 | 0.04% | 7,543 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $25.60万 | 0.04% | 22,128 | 254 | 1.2% | $2,939 | 加仓 |