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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $0 | 0.00% | 0 | -45,838 | -100.0% | -$229.37万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,626 | -100.0% | -$61.52万 | 清仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $0 | 0.00% | 0 | -3,020 | -100.0% | -$29.36万 | 清仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $0 | 0.00% | 0 | -3,166 | -100.0% | -$24.44万 | 清仓 |
| GILD | GILEAD SCIENCES INC COM | $0 | 0.00% | 0 | -1,693 | -100.0% | -$23.59万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -4,457 | -100.0% | -$22.37万 | 清仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $0 | 0.00% | 0 | -2,192 | -100.0% | -$20.42万 | 清仓 |
| WDAY | WORKDAY INC CL A | $0 | 0.00% | 0 | -1,556 | -100.0% | -$20.22万 | 清仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $0 | 0.00% | 0 | -1,132 | -100.0% | -$19.77万 | 清仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $0 | 0.00% | 0 | -1,671 | -100.0% | -$18.73万 | 清仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -1,878 | -100.0% | -$18.64万 | 清仓 |
| NEE | NEXTERA ENERGY INC COM | $0 | 0.00% | 0 | -1,991 | -100.0% | -$18.49万 | 清仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -2,277 | -100.0% | -$18.35万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,688 | -100.0% | -$18.01万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -1,358 | -100.0% | -$17.93万 | 清仓 |
| AMGN | AMGEN INC COM | $0 | 0.00% | 0 | -509 | -100.0% | -$17.91万 | 清仓 |
| MCO | MOODYS CORP COM | $0 | 0.00% | 0 | -406 | -100.0% | -$17.73万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -352 | -100.0% | -$17.30万 | 清仓 |
| PEP | PEPSICO INC COM | $0 | 0.00% | 0 | -1,110 | -100.0% | -$17.23万 | 清仓 |
| FCAL | FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF | $0 | 0.00% | 0 | -3,494 | -100.0% | -$17.08万 | 清仓 |
| ABNB | AIRBNB INC COM CL A | $0 | 0.00% | 0 | -1,344 | -100.0% | -$16.97万 | 清仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $0 | 0.00% | 0 | -927 | -100.0% | -$16.82万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -361 | -100.0% | -$16.64万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -667 | -100.0% | -$16.21万 | 清仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $0 | 0.00% | 0 | -2,682 | -100.0% | -$16.21万 | 清仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -1,773 | -100.0% | -$16.05万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -3,206 | -100.0% | -$15.83万 | 清仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $0 | 0.00% | 0 | -2,179 | -100.0% | -$15.43万 | 清仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $0 | 0.00% | 0 | -1,088 | -100.0% | -$15.39万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -5,363 | -100.0% | -$15.06万 | 清仓 |
| — | FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF | $0 | 0.00% | 0 | -5,350 | -100.0% | -$14.56万 | 清仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $0 | 0.00% | 0 | -3,242 | -100.0% | -$14.10万 | 清仓 |
| SBUX | STARBUCKS CORP COM | $0 | 0.00% | 0 | -1,562 | -100.0% | -$13.99万 | 清仓 |
| DOCS | DOXIMITY INC CL A | $0 | 0.00% | 0 | -5,936 | -100.0% | -$13.83万 | 清仓 |
| — | FIRST TRUST S&P REIT INDEX FUND | $0 | 0.00% | 0 | -4,852 | -100.0% | -$13.81万 | 清仓 |
| TM | TOYOTA MOTOR CORP ADS | $0 | 0.00% | 0 | -646 | -100.0% | -$13.31万 | 清仓 |
| VTV | VANGUARD VALUE ETF | $0 | 0.00% | 0 | -674 | -100.0% | -$13.22万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -583 | -100.0% | -$13.18万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | -473 | -100.0% | -$13.14万 | 清仓 |
| WELL | WELLTOWER INC COM | $0 | 0.00% | 0 | -658 | -100.0% | -$13.01万 | 清仓 |
| SO | SOUTHERN CO COM | $0 | 0.00% | 0 | -1,320 | -100.0% | -$12.74万 | 清仓 |
| APP | APPLOVIN CORP COM CL A | $0 | 0.00% | 0 | -315 | -100.0% | -$12.54万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -280 | -100.0% | -$12.50万 | 清仓 |
| JPIE | JPMORGAN INCOME ETF | $0 | 0.00% | 0 | -2,702 | -100.0% | -$12.45万 | 清仓 |
| CME | CME GROUP INC COM | $0 | 0.00% | 0 | -420 | -100.0% | -$12.40万 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -1,201 | -100.0% | -$12.33万 | 清仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $0 | 0.00% | 0 | -1,112 | -100.0% | -$12.32万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $0 | 0.00% | 0 | -159 | -100.0% | -$12.29万 | 清仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $0 | 0.00% | 0 | -2,566 | -100.0% | -$12.20万 | 清仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $0 | 0.00% | 0 | -1,111 | -100.0% | -$12.20万 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $0 | 0.00% | 0 | -2,533 | -100.0% | -$12.17万 | 清仓 |
| ARKK | ARK INNOVATION ETF | $0 | 0.00% | 0 | -1,797 | -100.0% | -$12.15万 | 清仓 |
| SPGI | S&P GLOBAL INC COM | $0 | 0.00% | 0 | -285 | -100.0% | -$12.12万 | 清仓 |
| MO | ALTRIA GROUP INC COM | $0 | 0.00% | 0 | -1,833 | -100.0% | -$12.10万 | 清仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $0 | 0.00% | 0 | -5,196 | -100.0% | -$12.02万 | 清仓 |
| WMB | WILLIAMS COS INC COM | $0 | 0.00% | 0 | -1,640 | -100.0% | -$11.94万 | 清仓 |
| VV | VANGUARD LARGE-CAP ETF | $0 | 0.00% | 0 | -394 | -100.0% | -$11.77万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $0 | 0.00% | 0 | -4,944 | -100.0% | -$11.71万 | 清仓 |
| BLK | BLACKROCK INC COM | $0 | 0.00% | 0 | -120 | -100.0% | -$11.55万 | 清仓 |
| IYE | ISHARES U.S. ENERGY ETF | $0 | 0.00% | 0 | -1,778 | -100.0% | -$11.52万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP COM | $0 | 0.00% | 0 | -1,221 | -100.0% | -$11.47万 | 清仓 |
| VLO | VALERO ENERGY CORP COM | $0 | 0.00% | 0 | -464 | -100.0% | -$11.47万 | 清仓 |
| O | REALTY INCOME CORP COM | $0 | 0.00% | 0 | -1,869 | -100.0% | -$11.44万 | 清仓 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | -479 | -100.0% | -$11.32万 | 清仓 |
| NEM | NEWMONT CORP COM | $0 | 0.00% | 0 | -1,036 | -100.0% | -$11.21万 | 清仓 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | -860 | -100.0% | -$11.08万 | 清仓 |
| PGR | PROGRESSIVE CORP COM | $0 | 0.00% | 0 | -555 | -100.0% | -$11.01万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,871 | -100.0% | -$10.94万 | 清仓 |
| CB | CHUBB LTD SWITZ COM | $0 | 0.00% | 0 | -333 | -100.0% | -$10.85万 | 清仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $0 | 0.00% | 0 | -233 | -100.0% | -$10.79万 | 清仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $0 | 0.00% | 0 | -883 | -100.0% | -$10.71万 | 清仓 |
| PLD | PROLOGIS INC. COM | $0 | 0.00% | 0 | -806 | -100.0% | -$10.65万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $0 | 0.00% | 0 | -255 | -100.0% | -$10.61万 | 清仓 |
| PSX | PHILLIPS 66 COM | $0 | 0.00% | 0 | -580 | -100.0% | -$10.57万 | 清仓 |
| PH | PARKER-HANNIFIN CORP COM | $0 | 0.00% | 0 | -117 | -100.0% | -$10.45万 | 清仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $0 | 0.00% | 0 | -2,274 | -100.0% | -$10.43万 | 清仓 |
| BA | BOEING CO COM | $0 | 0.00% | 0 | -523 | -100.0% | -$10.40万 | 清仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $0 | 0.00% | 0 | -2,525 | -100.0% | -$10.33万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $0 | 0.00% | 0 | -1,697 | -100.0% | -$10.29万 | 清仓 |
| TTE | TOTALENERGIES SE ACT | $0 | 0.00% | 0 | -1,125 | -100.0% | -$10.24万 | 清仓 |
| HWM | HOWMET AEROSPACE INC COM | $0 | 0.00% | 0 | -438 | -100.0% | -$10.09万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $0 | 0.00% | 0 | -306 | -100.0% | -$9.99万 | 清仓 |
| UNP | UNION PAC CORP COM | $0 | 0.00% | 0 | -410 | -100.0% | -$9.95万 | 清仓 |
| MPC | MARATHON PETE CORP COM | $0 | 0.00% | 0 | -407 | -100.0% | -$9.94万 | 清仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $0 | 0.00% | 0 | -1,363 | -100.0% | -$9.91万 | 清仓 |
| GSK | GSK PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,793 | -100.0% | -$9.90万 | 清仓 |
| TMUS | T-MOBILE US INC COM | $0 | 0.00% | 0 | -470 | -100.0% | -$9.87万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $0 | 0.00% | 0 | -321 | -100.0% | -$9.76万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -773 | -100.0% | -$9.70万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $0 | 0.00% | 0 | -615 | -100.0% | -$9.68万 | 清仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -1,688 | -100.0% | -$9.65万 | 清仓 |
| JEMA | JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -1,833 | -100.0% | -$9.54万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $0 | 0.00% | 0 | -804 | -100.0% | -$9.53万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $0 | 0.00% | 0 | -722 | -100.0% | -$9.45万 | 清仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -3,080 | -100.0% | -$9.45万 | 清仓 |
| PWR | QUANTA SVCS INC COM | $0 | 0.00% | 0 | -170 | -100.0% | -$9.33万 | 清仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $0 | 0.00% | 0 | -896 | -100.0% | -$9.17万 | 清仓 |
| REM | ISHARES MORTGAGE REAL ESTATE ETF | $0 | 0.00% | 0 | -4,241 | -100.0% | -$9.11万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -1,046 | -100.0% | -$9.06万 | 清仓 |
| WCLD | WISDOMTREE CLOUD COMPUTING FUND | $0 | 0.00% | 0 | -3,307 | -100.0% | -$9.03万 | 清仓 |