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 |
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | $25.42万 | 0.04% | 836 | -3 | -0.4% | -$912 | 减仓 |
| DE | DEERE & CO | $25.35万 | 0.04% | 450 | 9 | 2.0% | $5,070 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $25.19万 | 0.04% | 5,433 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $24.77万 | 0.04% | 17,234 | -614 | -3.4% | -$8,823 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $24.73万 | 0.04% | 848 | -117 | -12.1% | -$3.41万 | 减仓 |
| T | AT&T INC | $24.73万 | 0.04% | 8,529 | 473 | 5.9% | $1.37万 | 重新持有 |
| NGL | NGL ENERGY PARTNERS LP | $24.66万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $24.39万 | 0.04% | 2,189 | 279 | 14.6% | $3.11万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.37万 | 0.04% | 621 | 621 | — | $24.37万 | 新建仓 |
| LIN | LINDE PLC | $24.14万 | 0.04% | 487 | -41 | -7.8% | -$2.03万 | 重新持有 |
| WFC | WELLS FARGO & CO | $23.84万 | 0.04% | 2,994 | -96 | -3.1% | -$7,643 | 减仓 |
| EL | LAUDER ESTEE COS INC | $23.64万 | 0.04% | 3,294 | -2,512 | -43.3% | -$18.03万 | 减仓 |
| PSX | PHILLIPS 66 | $23.52万 | 0.04% | 1,291 | 1,291 | — | $23.52万 | 新建仓 |
| EFA | ISHARES TR | $23.46万 | 0.04% | 2,415 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $23.41万 | 0.04% | 1,194 | 1,194 | — | $23.41万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.23万 | 0.04% | 3,830 | 3,830 | — | $23.23万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $23.18万 | 0.04% | 2,877 | 2,877 | — | $23.18万 | 新建仓 |
| USB | US BANCORP | $23.11万 | 0.04% | 4,400 | 4,400 | — | $23.11万 | 新建仓 |
| ATR | APTARGROUP INC | $23.05万 | 0.04% | 1,829 | -976 | -34.8% | -$12.30万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.98万 | 0.04% | 1,753 | -26 | -1.5% | -$3,408 | 减仓 |
| BLK | BLACKROCK INC | $22.70万 | 0.04% | 236 | -1 | -0.4% | -$962 | 减仓 |
| EG | EVEREST GROUP LTD | $22.59万 | 0.04% | 691 | 28 | 4.2% | $9,155 | 加仓 |
| CB | CHUBB LTD SWITZ | $22.59万 | 0.04% | 691 | 14 | 2.1% | $4,577 | 加仓 |
| LNN | LINDSAY CORP | $22.07万 | 0.04% | 1,853 | -118 | -6.0% | -$1.41万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.00万 | 0.04% | 364 | 364 | — | $22.00万 | 新建仓 |
| AMGN | AMGEN INC | $21.89万 | 0.04% | 622 | 622 | — | $21.89万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.55万 | 0.04% | 1,546 | 1,546 | — | $21.55万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $21.47万 | 0.04% | 1,365 | -135 | -9.0% | -$2.12万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $21.44万 | 0.04% | 185 | -3 | -1.6% | -$3,477 | 减仓 |
| ADBE | ADOBE INC | $21.00万 | 0.04% | 864 | 864 | — | $21.00万 | 新建仓 |
| BX | BLACKSTONE INC | $20.94万 | 0.04% | 1,821 | 353 | 24.0% | $4.06万 | 加仓 |
| KLAC | KLA CORP | $20.91万 | 0.04% | 142 | 142 | — | $20.91万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $20.84万 | 0.04% | 637 | -63 | -9.0% | -$2.06万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $20.84万 | 0.04% | 7,841 | 7,841 | — | $20.84万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.68万 | 0.04% | 3,827 | -1,020 | -21.0% | -$5.51万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.17万 | 0.03% | 5,250 | 1,185 | 29.2% | $4.55万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.15万 | 0.03% | 437 | -8 | -1.8% | -$3,688 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $14.51万 | 0.02% | 13,908 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $14.35万 | 0.02% | 12,439 | -2 | -0.0% | -$23 | 减仓 |
| CFFN | CAPITOL FED FINL INC | $12.23万 | 0.02% | 17,150 | 277 | 1.6% | $1,975 | 加仓 |
| 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 |