TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$4.42亿2026Q2 申报市值
226持仓数
34.0%前十大占比 · 第一大 7.8%
5 / 2148新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$1,632.30万
IUSB 加仓+$488.15万
CORO 加仓+$459.08万
IALT 新建仓+$308.47万
SPY 加仓+$228.06万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$512.49万
EFV 减仓-$463.90万
IAGG 清仓-$229.37万
IEMG 减仓-$197.07万
AAPL 减仓-$161.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $3,426.35万 | 7.76% | 45,752 | 21,796 | 91.0% | $1,632.30万 | 加仓 |
| AAPL | APPLE INC COM | $1,996.19万 | 4.52% | 68,986 | -5,595 | -7.5% | -$161.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,434.79万 | 3.25% | 71,707 | 6,189 | 9.4% | $123.84万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1,432.21万 | 3.24% | 310,337 | 105,774 | 51.7% | $488.15万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1,366.19万 | 3.09% | 99,338 | 8,255 | 9.1% | $113.53万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1,323.62万 | 3.00% | 194,621 | 20,269 | 11.6% | $137.85万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1,122.43万 | 2.54% | 49,433 | -5,677 | -10.3% | -$128.90万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,021.58万 | 2.31% | 123,319 | -23,789 | -16.2% | -$197.07万 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $970.87万 | 2.20% | 265,773 | 1,744 | 0.7% | $6.37万 | 加仓 |
| META | META PLATFORMS INC CL A | $936.51万 | 2.12% | 16,626 | 1,881 | 12.8% | $105.95万 | 加仓 |
| AMZN | AMAZON COM INC COM | $862.92万 | 1.95% | 36,204 | 3,014 | 9.1% | $71.84万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $839.44万 | 1.90% | 11,241 | 3,054 | 37.3% | $228.06万 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $817.94万 | 1.85% | 187,558 | -2,212 | -1.2% | -$9.65万 | 减仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $769.91万 | 1.74% | 128,899 | -6,989 | -5.1% | -$41.75万 | 减仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $712.31万 | 1.61% | 135,112 | -16,985 | -11.2% | -$89.54万 | 减仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $706.72万 | 1.60% | 34,277 | -790 | -2.3% | -$16.29万 | 减仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $701.02万 | 1.59% | 281,760 | 18,566 | 7.1% | $46.19万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $676.25万 | 1.53% | 9,846 | 919 | 10.3% | $63.12万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $661.40万 | 1.50% | 53,159 | 8,730 | 19.6% | $108.62万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $648.16万 | 1.47% | 72,138 | -2,365 | -3.2% | -$21.25万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $613.44万 | 1.39% | 8,330 | 365 | 4.6% | $26.88万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $576.97万 | 1.31% | 15,468 | 952 | 6.6% | $35.51万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $558.40万 | 1.26% | 15,804 | 442 | 2.9% | $15.62万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $556.12万 | 1.26% | 16,222 | -1,923 | -10.6% | -$65.92万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $512.13万 | 1.16% | 101,674 | 19,162 | 23.2% | $96.52万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $490.54万 | 1.11% | 134,027 | 125,433 | 1,459.5% | $459.08万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $479.13万 | 1.09% | 210,327 | 32,802 | 18.5% | $74.72万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $452.61万 | 1.03% | 253,137 | -12,584 | -4.7% | -$22.50万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $429.61万 | 0.97% | 12,022 | 467 | 4.0% | $16.69万 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $429.19万 | 0.97% | 135,051 | 26,091 | 23.9% | $82.92万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $387.47万 | 0.88% | 89,880 | -36,556 | -28.9% | -$157.59万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $383.57万 | 0.87% | 50,107 | -60,602 | -54.7% | -$463.90万 | 减仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $378.95万 | 0.86% | 96,498 | -7,308 | -7.0% | -$28.70万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $370.86万 | 0.84% | 36,956 | -4,857 | -11.6% | -$48.74万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $365.14万 | 0.83% | 42,712 | 8,066 | 23.3% | $68.96万 | 加仓 |
| TSLA | TESLA INC COM | $355.69万 | 0.81% | 8,457 | 797 | 10.4% | $33.52万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $338.21万 | 0.77% | 44,436 | 1,178 | 2.7% | $8.97万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $315.25万 | 0.71% | 35,872 | 3,740 | 11.6% | $32.87万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $311.86万 | 0.71% | 8,428 | 422 | 5.3% | $15.62万 | 加仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $308.47万 | 0.70% | 109,971 | 109,971 | — | $308.47万 | 新建仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $301.86万 | 0.68% | 37,238 | 674 | 1.8% | $5.46万 | 加仓 |
| FPXI | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | $292.80万 | 0.66% | 34,965 | -300 | -0.9% | -$2.51万 | 减仓 |
| MBB | ISHARES MBS ETF | $292.45万 | 0.66% | 30,941 | 4,283 | 16.1% | $40.48万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $276.99万 | 0.63% | 10,463 | -862 | -7.6% | -$22.82万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $273.06万 | 0.62% | 4,700 | 102 | 2.2% | $5.93万 | 加仓 |
| AAEQ | ALPHA ARCHITECT US EQUITY 2 ETF | $261.36万 | 0.59% | 49,139 | 0 | 0.0% | — | 不变 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $251.79万 | 0.57% | 30,524 | -469 | -1.5% | -$3.87万 | 减仓 |
| FIIG | FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF | $242.37万 | 0.55% | 117,029 | -15,193 | -11.5% | -$31.46万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $238.21万 | 0.54% | 7,862 | 1,256 | 19.0% | $38.06万 | 加仓 |
| AVGO | BROADCOM INC COM | $234.22万 | 0.53% | 6,200 | 470 | 8.2% | $17.76万 | 加仓 |
| GGOV | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | $214.42万 | 0.49% | 42,637 | 42,637 | — | $214.42万 | 新建仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $210.38万 | 0.48% | 15,616 | -151 | -1.0% | -$2.03万 | 减仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $199.64万 | 0.45% | 44,613 | -1,938 | -4.2% | -$8.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $196.88万 | 0.45% | 3,934 | 500 | 14.6% | $25.02万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $192.67万 | 0.44% | 15,517 | -4,991 | -24.3% | -$61.97万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $173.10万 | 0.39% | 23,580 | 4,149 | 21.4% | $30.46万 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $170.10万 | 0.39% | 21,113 | -331 | -1.5% | -$2.67万 | 减仓 |
| LLY | ELI LILLY & CO COM | $159.64万 | 0.36% | 1,331 | 95 | 7.7% | $11.39万 | 加仓 |
| KLAC | KLA CORP COM NEW | $158.13万 | 0.36% | 5,241 | 231 | 4.6% | $6.97万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $155.69万 | 0.35% | 36,090 | 405 | 1.1% | $1.75万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $153.74万 | 0.35% | 13,138 | 2,207 | 20.2% | $25.83万 | 加仓 |
| PTRB | PGIM TOTAL RETURN BOND ETF | $150.04万 | 0.34% | 36,190 | 962 | 2.7% | $3.99万 | 加仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $149.41万 | 0.34% | 5,243 | -13 | -0.2% | -$3,705 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $147.16万 | 0.33% | 6,070 | -714 | -10.5% | -$17.31万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $144.36万 | 0.33% | 1,251 | 120 | 10.6% | $13.85万 | 加仓 |
| — | CAMBRIA GLOBAL EW ETF | $139.85万 | 0.32% | 25,569 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $139.45万 | 0.32% | 4,089 | 298 | 7.9% | $10.16万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $135.39万 | 0.31% | 29,762 | 2,680 | 9.9% | $12.19万 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $132.07万 | 0.30% | 16,631 | -628 | -3.6% | -$4.99万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $131.52万 | 0.30% | 17,417 | 2,688 | 18.2% | $20.30万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $128.20万 | 0.29% | 21,478 | 1,436 | 7.2% | $8.57万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $128.12万 | 0.29% | 12,996 | -551 | -4.1% | -$5.43万 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $125.28万 | 0.28% | 9,310 | -1,137 | -10.9% | -$15.30万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $122.98万 | 0.28% | 4,126 | 176 | 4.5% | $5.25万 | 加仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $116.39万 | 0.26% | 3,840 | -224 | -5.5% | -$6.79万 | 减仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $114.36万 | 0.26% | 60,652 | 8,745 | 16.8% | $16.49万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $111.86万 | 0.25% | 2,342 | 592 | 33.8% | $28.28万 | 加仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $106.67万 | 0.24% | 35,893 | 2,446 | 7.3% | $7.27万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $104.85万 | 0.24% | 19,597 | 2,744 | 16.3% | $14.68万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $104.55万 | 0.24% | 1,446 | -62 | -4.1% | -$4.48万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $101.27万 | 0.23% | 21,573 | 2,192 | 11.3% | $10.29万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $98.54万 | 0.22% | 42,603 | 22,967 | 117.0% | $53.12万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $97.15万 | 0.22% | 8,128 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $96.79万 | 0.22% | 10,306 | -1,043 | -9.2% | -$9.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $92.44万 | 0.21% | 988 | 222 | 29.0% | $20.77万 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $91.18万 | 0.21% | 2,692 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $89.62万 | 0.20% | 12,578 | 1,050 | 9.1% | $7.48万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $87.95万 | 0.20% | 2,404 | 664 | 38.2% | $24.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $87.22万 | 0.20% | 2,664 | 204 | 8.3% | $6.68万 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $86.01万 | 0.19% | 16,994 | -539 | -3.1% | -$2.73万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $84.54万 | 0.19% | 5,136 | -46 | -0.9% | -$7,572 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $82.87万 | 0.19% | 42,959 | -1,231 | -2.8% | -$2.37万 | 减仓 |
| — | PGIM JENNISON FOCUSED INTERNATIONAL EQUITY ETF | $82.13万 | 0.19% | 11,791 | -1,176 | -9.1% | -$8.19万 | 减仓 |
| ABBV | ABBVIE INC COM | $80.20万 | 0.18% | 3,187 | 109 | 3.5% | $2.74万 | 加仓 |
| INTC | INTEL CORP COM | $74.80万 | 0.17% | 5,357 | 712 | 15.3% | $9.94万 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $74.65万 | 0.17% | 13,269 | -131 | -1.0% | -$7,370 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $74.41万 | 0.17% | 2,930 | 163 | 5.9% | $4.14万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $74.17万 | 0.17% | 1,785 | 164 | 10.1% | $6.81万 | 加仓 |
| V | VISA INC COM CL A | $71.60万 | 0.16% | 2,087 | 316 | 17.8% | $10.84万 | 加仓 |
| MCK | MCKESSON CORP COM | $70.08万 | 0.16% | 928 | -1 | -0.1% | -$755 | 减仓 |