Canvas Wealth Advisors, LLC
- SEC CIK
- 0001858782
- 最新申報
- 2026/7/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/30 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 207
- 較 2025 年第 1 季 +27
- 總值
- $5.07 億
- 較 2025 年第 1 季 +$1.18 億 (+30.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 62,527 | $3,205 萬 | 6.3% | +514+0.8% | 加碼 | 歷史 |
| CTOSCustom Truck One Source, Inc. | COM CL A | 4,760,683 | $2,833 萬 | 5.6% | +292,341+6.5% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 164,261 | $2,288 萬 | 4.5% | +6,857+4.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 118,489 | $2,282 萬 | 4.5% | +9,452+8.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 105,577 | $2,260 萬 | 4.5% | +1,876+1.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 121,923 | $2,155 萬 | 4.2% | +1,558+1.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 134,182 | $2,118 萬 | 4.2% | +937+0.7% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 111,591 | $1,742 萬 | 3.4% | +2,430+2.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 74,310 | $1,730 萬 | 3.4% | +855+1.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 26,320 | $1,684 萬 | 3.3% | +4,593+21.1% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 182,952 | $1,658 萬 | 3.3% | −9,862−5.1% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 107,325 | $1,341 萬 | 2.6% | +4,496+4.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 40,255 | $1,311 萬 | 2.6% | +1,217+3.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 406,202 | $1,105 萬 | 2.2% | +60,865+17.6% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 59,664 | $1,036 萬 | 2.0% | −2,504−4.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 89,177 | $1,006 萬 | 2.0% | +5,947+7.1% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 134,178 | $997.9 萬 | 2.0% | +9,110+7.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 15,667 | $917.2 萬 | 1.8% | −273−1.7% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 69,620 | $674.0 萬 | 1.3% | +1,260+1.8% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 30,919 | $632.3 萬 | 1.2% | +996+3.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,832 | $521.8 萬 | 1.0% | +359+3.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 58,945 | $491.7 萬 | 1.0% | +895+1.5% | 加碼 | – |
| MMM3M Co | Stock | 31,521 | $479.3 萬 | 0.9% | −2,525−7.4% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,793 | $462.4 萬 | 0.9% | −284−2.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 46,878 | $460.9 萬 | 0.9% | +1,301+2.9% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 45,548 | $434.0 萬 | 0.9% | +311+0.7% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 36,862 | $383.9 萬 | 0.8% | +313+0.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,658 | $377.6 萬 | 0.7% | +356+2.9% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 29,548 | $376.0 萬 | 0.7% | +19,377+190.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,126 | $370.5 萬 | 0.7% | −92−1.1% | 減碼 | – |
| NKENIKE, Inc. | Stock | 46,754 | $370.5 萬 | 0.7% | −2,414−4.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,945 | $318.1 萬 | 0.6% | +73+0.6% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 45,389 | $317.3 萬 | 0.6% | +7,735+20.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,399 | $315.7 萬 | 0.6% | +44+1.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,916 | $311.0 萬 | 0.6% | +848+9.4% | 加碼 | – |
| MELIMercadolibre Inc | COM | 1,313 | $309.1 萬 | 0.6% | −1−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,016 | $294.8 萬 | 0.6% | +616+6.6% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $288.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 54,544 | $287.7 萬 | 0.6% | +25,540+88.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 53,819 | $272.5 萬 | 0.5% | +569+1.1% | 加碼 | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 76,580 | $269.9 萬 | 0.5% | +22,784+42.4% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 38,297 | $266.4 萬 | 0.5% | +2,593+7.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 13,190 | $237.1 萬 | 0.5% | −758−5.4% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 51,395 | $234.2 萬 | 0.5% | +23,067+81.4% | 加碼 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 70,159 | $233.6 萬 | 0.5% | +18,384+35.5% | 加碼 | – |
| ASMLASML Holding NV | ADR | 3,154 | $230.3 萬 | 0.5% | −48−1.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,761 | $208.1 萬 | 0.4% | +517+5.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 21,001 | $205.0 萬 | 0.4% | +3,292+18.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 10,702 | $194.0 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,187 | $188.5 萬 | 0.4% | +588+3.3% | 加碼 | – |
| ELEstee Lauder Companies Inc | CL A | 19,785 | $183.0 萬 | 0.4% | −38,836−66.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 26,344 | $182.1 萬 | 0.4% | +8,450+47.2% | 加碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 21,171 | $176.4 萬 | 0.3% | −2,974−12.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,609 | $150.3 萬 | 0.3% | +93+6.1% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 32,988 | $142.0 萬 | 0.3% | +4,467+15.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,149 | $126.6 萬 | 0.2% | +14+0.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,352 | $124.6 萬 | 0.2% | +407+10.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,451 | $117.3 萬 | 0.2% | −28−1.9% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 9,178 | $116.4 萬 | 0.2% | −62−0.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 980 | $115.1 萬 | 0.2% | +162+19.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,803 | $114.8 萬 | 0.2% | −114−5.9% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,842 | $108.9 萬 | 0.2% | +350+2.0% | 加碼 | – |
| ORCLOracle Corp | Stock | 4,305 | $106.6 萬 | 0.2% | −1,503−25.9% | 減碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 10,281 | $106.0 萬 | 0.2% | +1,773+20.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 15,061 | $105.9 萬 | 0.2% | −2,856−15.9% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,531 | $105.6 萬 | 0.2% | +956+37.1% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,309 | $102.6 萬 | 0.2% | +813+9.6% | 加碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 9,016 | $101.9 萬 | 0.2% | +3,000+49.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,570 | $97.0 萬 | 0.2% | +6+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,775 | $96.7 萬 | 0.2% | +747+18.5% | 加碼 | – |
| PWRQuanta Services, Inc. | COM | 2,307 | $95.0 萬 | 0.2% | −195−7.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,666 | $94.7 萬 | 0.2% | +38+2.3% | 加碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 5,822 | $93.6 萬 | 0.2% | −301−4.9% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,630 | $91.8 萬 | 0.2% | +1,345+40.9% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 9,103 | $89.1 萬 | 0.2% | +53+0.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,661 | $88.9 萬 | 0.2% | +219+6.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 6,877 | $87.2 萬 | 0.2% | +2,343+51.7% | 加碼 | 歷史 |
| CWTCalifornia Water Service Group | COM | 19,556 | $86.7 萬 | 0.2% | +656+3.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 15,198 | $85.6 萬 | 0.2% | +5,986+65.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,512 | $84.2 萬 | 0.2% | −1,122−19.9% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 15,662 | $75.1 萬 | 0.1% | +306+2.0% | 加碼 | – |
| SYKStryker Corp | Stock | 1,869 | $74.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 759 | $74.8 萬 | 0.1% | +257+51.2% | 加碼 | 歷史 |
| MRTNMarten Transport Ltd | COM | 57,885 | $74.5 萬 | 0.1% | −4,611−7.4% | 減碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 11,522 | $72.7 萬 | 0.1% | +4,977+76.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 13,535 | $69.0 萬 | 0.1% | −10,654−44.0% | 減碼 | – |
| VVisa Inc. | Stock | 1,933 | $68.7 萬 | 0.1% | −389−16.8% | 減碼 | 歷史 |
| GLGlobe Life Inc. | COM | 5,086 | $68.2 萬 | 0.1% | −1,400−21.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,394 | $67.6 萬 | 0.1% | +878+170.2% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 5,136 | $66.7 萬 | 0.1% | −4,694−47.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 13,735 | $66.2 萬 | 0.1% | −137−1.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,979 | $66.1 萬 | 0.1% | +710+21.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,270 | $66.0 萬 | 0.1% | +145+1.4% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 15,565 | $63.2 萬 | 0.1% | +2,626+20.3% | 加碼 | – |
| INFAInformatica Inc. | COM CL A | 25,651 | $63.0 萬 | 0.1% | +25,651 | 新進 | 歷史 |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 18,763 | $62.2 萬 | 0.1% | +9,825+109.9% | 加碼 | – |
| WERNWerner Enterprises Inc | COM | 21,663 | $62.0 萬 | 0.1% | −5,053−18.9% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 7,532 | $59.0 萬 | 0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 738 | $58.9 萬 | 0.1% | +25+3.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 6,623 | $57.6 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CVGWCalavo Growers Inc | COM | 15,088 | $41.9 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 966 | $41.3 萬 | 0.1% | 歷史 |
| DHRDanaher Corp | Stock | 1,737 | $33.4 萬 | 0.1% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 5,424 | $21.2 萬 | 0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 3,863 | $21.0 萬 | 0.1% | 歷史 |
| AVOMission Produce, Inc. | COM | 14,905 | $15.6 萬 | <0.1% | 歷史 |