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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC COM | $0 | 0.00% | 0 | -525 | -100.0% | -$8.84万 | 清仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $0 | 0.00% | 0 | -1,600 | -100.0% | -$8.83万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $0 | 0.00% | 0 | -4,051 | -100.0% | -$8.77万 | 清仓 |
| BP | BP PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,822 | -100.0% | -$8.56万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $0 | 0.00% | 0 | -311 | -100.0% | -$8.55万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP COM | $0 | 0.00% | 0 | -141 | -100.0% | -$8.54万 | 清仓 |
| CAH | CARDINAL HEALTH INC COM | $0 | 0.00% | 0 | -403 | -100.0% | -$8.52万 | 清仓 |
| — | ISHARES GOVERNMENT/CREDIT BOND ETF | $0 | 0.00% | 0 | -816 | -100.0% | -$8.50万 | 清仓 |
| SYK | STRYKER CORPORATION COM | $0 | 0.00% | 0 | -258 | -100.0% | -$8.48万 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $0 | 0.00% | 0 | -4,276 | -100.0% | -$8.45万 | 清仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $0 | 0.00% | 0 | -1,369 | -100.0% | -$8.39万 | 清仓 |
| RMD | RESMED INC COM | $0 | 0.00% | 0 | -365 | -100.0% | -$8.19万 | 清仓 |
| RY | ROYAL BK CDA COM | $0 | 0.00% | 0 | -503 | -100.0% | -$8.14万 | 清仓 |
| CIEN | CIENA CORP COM NEW | $0 | 0.00% | 0 | -208 | -100.0% | -$8.08万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $0 | 0.00% | 0 | -288 | -100.0% | -$8.06万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $0 | 0.00% | 0 | -1,878 | -100.0% | -$7.99万 | 清仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $0 | 0.00% | 0 | -1,754 | -100.0% | -$7.97万 | 清仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $0 | 0.00% | 0 | -1,859 | -100.0% | -$7.89万 | 清仓 |
| BDYN | ISHARES DYNAMIC EQUITY ACTIVE ETF | $0 | 0.00% | 0 | -3,237 | -100.0% | -$7.87万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $0 | 0.00% | 0 | -841 | -100.0% | -$7.76万 | 清仓 |
| GD | GENERAL DYNAMICS CORP COM | $0 | 0.00% | 0 | -222 | -100.0% | -$7.63万 | 清仓 |
| ECL | ECOLAB INC COM | $0 | 0.00% | 0 | -284 | -100.0% | -$7.55万 | 清仓 |
| UL | UNILEVER PLC SPON ADR NEW | $0 | 0.00% | 0 | -1,322 | -100.0% | -$7.53万 | 清仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND | $0 | 0.00% | 0 | -4,216 | -100.0% | -$7.51万 | 清仓 |
| COF | CAPITAL ONE FINL CORP COM | $0 | 0.00% | 0 | -411 | -100.0% | -$7.51万 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | -1,066 | -100.0% | -$7.48万 | 清仓 |
| ROST | ROSS STORES INC COM | $0 | 0.00% | 0 | -342 | -100.0% | -$7.41万 | 清仓 |
| CL | COLGATE PALMOLIVE CO COM | $0 | 0.00% | 0 | -863 | -100.0% | -$7.36万 | 清仓 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -785 | -100.0% | -$7.26万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $0 | 0.00% | 0 | -348 | -100.0% | -$7.24万 | 清仓 |
| AFL | AFLAC INC COM | $0 | 0.00% | 0 | -657 | -100.0% | -$7.21万 | 清仓 |
| RSG | REPUBLIC SVCS INC COM | $0 | 0.00% | 0 | -329 | -100.0% | -$7.21万 | 清仓 |
| HCA | HCA HEALTHCARE INC COM | $0 | 0.00% | 0 | -152 | -100.0% | -$7.19万 | 清仓 |
| CSX | CSX CORP COM | $0 | 0.00% | 0 | -1,748 | -100.0% | -$7.18万 | 清仓 |
| SNPS | SYNOPSYS INC COM | $0 | 0.00% | 0 | -180 | -100.0% | -$7.14万 | 清仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -486 | -100.0% | -$7.13万 | 清仓 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -416 | -100.0% | -$7.12万 | 清仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $0 | 0.00% | 0 | -1,627 | -100.0% | -$7.07万 | 清仓 |
| EQIX | EQUINIX INC COM | $0 | 0.00% | 0 | -72 | -100.0% | -$7.06万 | 清仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $0 | 0.00% | 0 | -536 | -100.0% | -$7.02万 | 清仓 |
| CVS | CVS HEALTH CORP COM | $0 | 0.00% | 0 | -975 | -100.0% | -$7.00万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $0 | 0.00% | 0 | -533 | -100.0% | -$6.99万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $0 | 0.00% | 0 | -350 | -100.0% | -$6.94万 | 清仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $0 | 0.00% | 0 | -578 | -100.0% | -$6.90万 | 清仓 |
| ARCC | ARES CAPITAL CORP COM | $0 | 0.00% | 0 | -3,800 | -100.0% | -$6.85万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -2,370 | -100.0% | -$6.80万 | 清仓 |
| USB | US BANCORP COM NEW | $0 | 0.00% | 0 | -1,300 | -100.0% | -$6.76万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $0 | 0.00% | 0 | -606 | -100.0% | -$6.75万 | 清仓 |
| — | ELECTRONIC ARTS INC COM | $0 | 0.00% | 0 | -331 | -100.0% | -$6.75万 | 清仓 |
| GM | GENERAL MTRS CO COM | $0 | 0.00% | 0 | -906 | -100.0% | -$6.75万 | 清仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -2,314 | -100.0% | -$6.74万 | 清仓 |
| KMI | KINDER MORGAN INC DEL COM | $0 | 0.00% | 0 | -2,005 | -100.0% | -$6.72万 | 清仓 |
| OKE | ONEOK INC NEW COM | $0 | 0.00% | 0 | -742 | -100.0% | -$6.71万 | 清仓 |
| UPST | UPSTART HLDGS INC COM | $0 | 0.00% | 0 | -2,605 | -100.0% | -$6.68万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC COM | $0 | 0.00% | 0 | -229 | -100.0% | -$6.67万 | 清仓 |
| FCX | FREEPORT MCMORAN INC CL B | $0 | 0.00% | 0 | -1,134 | -100.0% | -$6.67万 | 清仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $0 | 0.00% | 0 | -1,623 | -100.0% | -$6.62万 | 清仓 |
| COR | CENCORA INC COM | $0 | 0.00% | 0 | -211 | -100.0% | -$6.62万 | 清仓 |
| EME | EMCOR GROUP INC COM | $0 | 0.00% | 0 | -89 | -100.0% | -$6.57万 | 清仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $0 | 0.00% | 0 | -871 | -100.0% | -$6.54万 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -781 | -100.0% | -$6.54万 | 清仓 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -1,423 | -100.0% | -$6.52万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -1,037 | -100.0% | -$6.51万 | 清仓 |
| DLR | DIGITAL RLTY TR INC COM | $0 | 0.00% | 0 | -361 | -100.0% | -$6.50万 | 清仓 |
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -1,427 | -100.0% | -$6.45万 | 清仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $0 | 0.00% | 0 | -1,164 | -100.0% | -$6.44万 | 清仓 |
| AMP | AMERIPRISE FINL INC COM | $0 | 0.00% | 0 | -144 | -100.0% | -$6.40万 | 清仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $0 | 0.00% | 0 | -3,084 | -100.0% | -$6.38万 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $0 | 0.00% | 0 | -3,404 | -100.0% | -$6.30万 | 清仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $0 | 0.00% | 0 | -1,121 | -100.0% | -$6.30万 | 清仓 |
| PLXS | PLEXUS CORP COM | $0 | 0.00% | 0 | -310 | -100.0% | -$6.28万 | 清仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $0 | 0.00% | 0 | -998 | -100.0% | -$6.25万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $0 | 0.00% | 0 | -461 | -100.0% | -$6.23万 | 清仓 |
| BKR | BAKER HUGHES COMPANY CL A | $0 | 0.00% | 0 | -1,020 | -100.0% | -$6.23万 | 清仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $0 | 0.00% | 0 | -607 | -100.0% | -$6.18万 | 清仓 |
| YUM | YUM BRANDS INC COM | $0 | 0.00% | 0 | -395 | -100.0% | -$6.14万 | 清仓 |
| FDX | FEDEX CORP COM | $0 | 0.00% | 0 | -172 | -100.0% | -$6.14万 | 清仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $0 | 0.00% | 0 | -296 | -100.0% | -$6.09万 | 清仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $0 | 0.00% | 0 | -2,206 | -100.0% | -$6.06万 | 清仓 |
| ENB | ENBRIDGE INC COM | $0 | 0.00% | 0 | -1,112 | -100.0% | -$6.02万 | 清仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $0 | 0.00% | 0 | -1,812 | -100.0% | -$6.02万 | 清仓 |
| — | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | $0 | 0.00% | 0 | -1,031 | -100.0% | -$5.96万 | 清仓 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.96万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -343 | -100.0% | -$5.95万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $0 | 0.00% | 0 | -292 | -100.0% | -$5.93万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $0 | 0.00% | 0 | -815 | -100.0% | -$5.91万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC COM | $0 | 0.00% | 0 | -2,052 | -100.0% | -$5.84万 | 清仓 |
| E | ENI SPA SPONSORED ADR | $0 | 0.00% | 0 | -1,029 | -100.0% | -$5.83万 | 清仓 |
| EQT | EQT CORP COM | $0 | 0.00% | 0 | -915 | -100.0% | -$5.82万 | 清仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -2,310 | -100.0% | -$5.80万 | 清仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $0 | 0.00% | 0 | -769 | -100.0% | -$5.78万 | 清仓 |
| — | GLOBAL X FINTECH ETF | $0 | 0.00% | 0 | -2,484 | -100.0% | -$5.74万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -231 | -100.0% | -$5.73万 | 清仓 |
| ALL | ALLSTATE CORP COM | $0 | 0.00% | 0 | -273 | -100.0% | -$5.66万 | 清仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $0 | 0.00% | 0 | -1,160 | -100.0% | -$5.65万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $0 | 0.00% | 0 | -116 | -100.0% | -$5.62万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $0 | 0.00% | 0 | -277 | -100.0% | -$5.62万 | 清仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $0 | 0.00% | 0 | -599 | -100.0% | -$5.59万 | 清仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $0 | 0.00% | 0 | -954 | -100.0% | -$5.53万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $0 | 0.00% | 0 | -127 | -100.0% | -$5.52万 | 清仓 |