Canvas Wealth Advisors, LLC
- SEC CIK
- 0001858782
- 最新申報
- 2026/7/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 251
- 較 2026 年第 1 季 +11
- 總值
- $7.17 億
- 較 2026 年第 1 季 +$1.29 億 (+21.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CTOSCustom Truck One Source, Inc. | COM CL A | 5,982,649 | $7,066 萬 | 9.9% | −1,036,877−14.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 114,270 | $4,084 萬 | 5.7% | −2,788−2.4% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 192,444 | $3,161 萬 | 4.4% | +7,220+3.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 106,892 | $3,093 萬 | 4.3% | +1,372+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 82,424 | $3,075 萬 | 4.3% | +9,568+13.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 120,898 | $2,881 萬 | 4.0% | +9,214+8.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 40,261 | $2,339 萬 | 3.3% | −10,547−20.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 115,127 | $2,304 萬 | 3.2% | −6,613−5.4% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 101,556 | $1,910 萬 | 2.7% | +2,156+2.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 42,792 | $1,800 萬 | 2.5% | −2,099−4.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 239,173 | $1,726 萬 | 2.4% | +39,082+19.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 48,854 | $1,666 萬 | 2.3% | −6,703−12.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 185,740 | $1,657 萬 | 2.3% | +8,073+4.5% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 111,252 | $1,579 萬 | 2.2% | −2,204−1.9% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 132,211 | $1,543 萬 | 2.2% | +10,923+9.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 401,118 | $1,272 萬 | 1.8% | +12,105+3.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 84,031 | $1,246 萬 | 1.7% | −7,245−7.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 16,122 | $1,107 萬 | 1.5% | −585−3.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 13,883 | $1,040 萬 | 1.5% | −1,014−6.8% | 減碼 | – |
| CLXClorox Co | Stock | 94,026 | $897.4 萬 | 1.3% | +40,989+77.3% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 81,196 | $894.4 萬 | 1.2% | +4,565+6.0% | 加碼 | – |
| American Centy ETF Tr025072158 | AVANTIS US LARG | 91,889 | $826.6 萬 | 1.2% | +4,449+5.1% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 181,125 | $803.5 萬 | 1.1% | +82,655+83.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 15,609 | $781.1 萬 | 1.1% | +1,059+7.3% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,010 | $687.6 萬 | 1.0% | −5,097−36.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 58,191 | $576.0 萬 | 0.8% | +157+0.3% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 57,073 | $550.7 萬 | 0.8% | −1,357−2.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 15,294 | $500.6 萬 | 0.7% | +806+5.6% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 43,463 | $482.4 萬 | 0.7% | +28,291+186.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 48,375 | $467.2 萬 | 0.7% | −940−1.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,956 | $442.4 萬 | 0.6% | +14+0.1% | 加碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 42,697 | $428.2 萬 | 0.6% | +1,888+4.6% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 47,993 | $413.4 萬 | 0.6% | −3,115−6.1% | 減碼依 6 比 1 拆股換算 | – |
| AVGOBroadcom Inc. | Stock | 10,218 | $386.0 萬 | 0.5% | +74+0.7% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 43,390 | $370.9 萬 | 0.5% | +2,009+4.9% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 70,777 | $370.4 萬 | 0.5% | −8,170−10.3% | 減碼 | – |
| MELIMercadolibre Inc | COM | 2,143 | $363.8 萬 | 0.5% | +352+19.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,508 | $348.8 萬 | 0.5% | −412−3.5% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 27,854 | $347.5 萬 | 0.5% | −831−2.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 5,850 | $329.5 萬 | 0.5% | +200+3.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,175 | $324.2 萬 | 0.5% | −2,072−18.4% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,603 | $318.9 萬 | 0.4% | −140−8.0% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 59,533 | $301.1 萬 | 0.4% | +1,621+2.8% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 23,403 | $299.7 萬 | 0.4% | −1,389−5.6% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $299.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 64,811 | $296.1 萬 | 0.4% | −25,757−28.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 25,809 | $292.3 萬 | 0.4% | −183−0.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 35,109 | $287.7 萬 | 0.4% | −12,112−25.6% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 28,524 | $283.2 萬 | 0.4% | +10,773+60.7% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 10,702 | $269.9 萬 | 0.4% | 00.0% | 不變 | – |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 15,204 | $259.8 萬 | 0.4% | +15,204 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 47,075 | $240.1 萬 | 0.3% | −24,258−34.0% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,763 | $234.2 萬 | 0.3% | +1,834+9.2% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 60,748 | $226.3 萬 | 0.3% | +22,374+58.3% | 加碼 | – |
| AVAVAeroVironment Inc | COM | 13,392 | $221.1 萬 | 0.3% | +4,309+47.4% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 7,238 | $219.3 萬 | 0.3% | +5,185+252.6% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 13,416 | $210.3 萬 | 0.3% | +13,416 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,255 | $203.2 萬 | 0.3% | +212+5.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,207 | $200.6 萬 | 0.3% | +22+0.2% | 加碼 | – |
| EQPTEquipmentShare.com Inc | COM CL A | 95,410 | $187.6 萬 | 0.3% | +43,457+83.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,958 | $183.2 萬 | 0.3% | −117−5.6% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 39,250 | $179.6 萬 | 0.3% | −5,595−12.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,493 | $179.1 萬 | 0.2% | +59+4.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,768 | $174.4 萬 | 0.2% | +47+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 39,197 | $163.6 萬 | 0.2% | +8,220+26.5% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 39,760 | $161.6 萬 | 0.2% | +9,749+32.5% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 40,580 | $157.4 萬 | 0.2% | +9,136+29.1% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,480 | $157.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 21,625 | $154.1 萬 | 0.2% | +83+0.4% | 加碼 | – |
| MUMicron Technology Inc | Stock | 1,327 | $153.1 萬 | 0.2% | +128+10.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,035 | $152.0 萬 | 0.2% | −15−0.7% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 34,663 | $147.0 萬 | 0.2% | +108+0.3% | 加碼 | – |
| LRCXLam Research Corp | Stock | 3,326 | $144.2 萬 | 0.2% | −89−2.6% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,927 | $138.8 萬 | 0.2% | −41−2.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 17,710 | $137.1 萬 | 0.2% | +952+5.7% | 加碼 | – |
| American Centy ETF Tr025072125 | AVA MID EQU ETF | 15,585 | $125.1 萬 | 0.2% | +7,746+98.8% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,962 | $123.9 萬 | 0.2% | +208+2.1% | 加碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 10,250 | $120.0 萬 | 0.2% | −690−6.3% | 減碼 | – |
| QGENQiagen N.V. | ORD SHARES | 30,119 | $117.8 萬 | 0.2% | +14,281+90.2% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 13,535 | $111.4 萬 | 0.2% | +7,517+124.9% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 17,749 | $110.4 萬 | 0.2% | +1,288+7.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,004 | $103.3 萬 | 0.1% | −477−13.7% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 35,505 | $102.9 萬 | 0.1% | +27,664+352.8% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 8,168 | $97.6 萬 | 0.1% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 15,598 | $96.9 萬 | 0.1% | +554+3.7% | 加碼 | – |
| SHOPShopify Inc. | Stock | 8,356 | $95.4 萬 | 0.1% | +93+1.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,373 | $93.0 萬 | 0.1% | +50+1.2% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 4,095 | $92.3 萬 | 0.1% | +4,095 | 新進 | – |
| JNJJohnson & Johnson | Stock | 3,629 | $92.2 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 44,793 | $91.6 萬 | 0.1% | −1,368−3.0% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 18,694 | $89.3 萬 | 0.1% | +18,694 | 新進 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,361 | $89.2 萬 | 0.1% | −380−21.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,275 | $88.5 萬 | 0.1% | −147−4.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 8,430 | $86.9 萬 | 0.1% | +729+9.5% | 加碼 | – |
| NKENIKE, Inc. | Stock | 20,535 | $85.1 萬 | 0.1% | −8,039−28.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 790 | $84.1 萬 | 0.1% | −147−15.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,633 | $83.9 萬 | 0.1% | −29−1.7% | 減碼 | 歷史 |
| CWTCalifornia Water Service Group | COM | 17,079 | $83.1 萬 | 0.1% | −5,545−24.5% | 減碼 | 歷史 |
| MMM3M Co | Stock | 5,100 | $82.6 萬 | 0.1% | −841−14.2% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,926 | $82.2 萬 | 0.1% | −326−3.2% | 減碼 | – |
2026 年第 1 季之後清倉（21 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 12,743 | $113.0 萬 | 0.2% | – |
| XOMExxonMobil Holdings Corp | COM | 4,933 | $83.7 萬 | 0.1% | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 14,740 | $74.4 萬 | 0.1% | – |
| MASIMasimo Corp | COM | 3,191 | $56.8 萬 | 0.1% | 歷史 |
| WERNWerner Enterprises Inc | COM | 19,057 | $56.0 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 1,238 | $53.5 萬 | 0.1% | 歷史 |
| Nushares ETF Tr67092P722 | NUV HIG INC ETF | 18,500 | $45.7 萬 | 0.1% | – |
| CVGWCalavo Growers Inc | COM | 13,852 | $35.7 萬 | 0.1% | 歷史 |
| GLGlobe Life Inc. | COM | 1,952 | $27.2 萬 | <0.1% | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,210 | $26.3 萬 | <0.1% | – |
| SPGIS&P Global Inc. | Stock | 615 | $26.2 萬 | <0.1% | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 836 | $25.4 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 8,529 | $24.7 萬 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,294 | $23.6 萬 | <0.1% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,877 | $23.2 萬 | <0.1% | 歷史 |
| EGEverest Group, Ltd. | COM | 691 | $22.6 萬 | <0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 364 | $22.0 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,546 | $21.5 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 864 | $21.0 萬 | <0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 5,250 | $20.2 萬 | <0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 437 | $20.1 萬 | <0.1% | 歷史 |