TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$3.97亿2026Q1 申报市值
2,364持仓数
29.0%前十大占比 · 第一大 4.8%
2168 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$531.19万
EFG 重新持有+$432.75万
IDEF 新建仓+$356.52万
NVDA 加仓+$355.43万
BLCR 新建仓+$338.79万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$661.12万
ITA 减仓-$192.84万
IAU 减仓-$140.88万
BBIN 减仓-$114.13万
DYNF 减仓-$65.63万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP COM | $4.22万 | 0.01% | 322 | 322 | — | $4.22万 | 新建仓 |
| MTB | M & T BK CORP COM | $4.24万 | 0.01% | 205 | 205 | — | $4.24万 | 新建仓 |
| AME | AMETEK INC COM | $4.29万 | 0.01% | 200 | 200 | — | $4.29万 | 新建仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $4.30万 | 0.01% | 542 | 542 | — | $4.30万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $4.32万 | 0.01% | 439 | 439 | — | $4.32万 | 新建仓 |
| MELI | MERCADOLIBRE INC COM | $4.32万 | 0.01% | 25 | 25 | — | $4.32万 | 新建仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $4.39万 | 0.01% | 906 | 906 | — | $4.39万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $4.40万 | 0.01% | 336 | 336 | — | $4.40万 | 新建仓 |
| — | FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF | $4.46万 | 0.01% | 866 | 866 | — | $4.46万 | 新建仓 |
| ADSK | AUTODESK INC COM | $4.47万 | 0.01% | 187 | 187 | — | $4.47万 | 新建仓 |
| PAYX | PAYCHEX INC COM | $4.48万 | 0.01% | 486 | 486 | — | $4.48万 | 新建仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $4.57万 | 0.01% | 2,186 | 2,186 | — | $4.57万 | 新建仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $4.59万 | 0.01% | 609 | 609 | — | $4.59万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $4.60万 | 0.01% | 663 | 663 | — | $4.60万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $4.62万 | 0.01% | 134 | 134 | — | $4.62万 | 新建仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $4.64万 | 0.01% | 651 | 651 | — | $4.64万 | 新建仓 |
| — | FIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF | $4.66万 | 0.01% | 1,252 | 1,252 | — | $4.66万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $4.66万 | 0.01% | 754 | 754 | — | $4.66万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $4.67万 | 0.01% | 132 | 132 | — | $4.67万 | 新建仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $4.69万 | 0.01% | 367 | 367 | — | $4.69万 | 新建仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $4.69万 | 0.01% | 960 | 960 | — | $4.69万 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $4.71万 | 0.01% | 1,807 | 1,807 | — | $4.71万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $4.73万 | 0.01% | 182 | 182 | — | $4.73万 | 新建仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $4.82万 | 0.01% | 1,038 | 1,038 | — | $4.82万 | 新建仓 |
| UBS | UBS GROUP AG SHS | $4.83万 | 0.01% | 1,237 | 1,237 | — | $4.83万 | 新建仓 |
| FAST | FASTENAL CO COM | $4.87万 | 0.01% | 1,049 | 1,049 | — | $4.87万 | 新建仓 |
| AMT | AMERICAN TOWER CORP COM | $4.89万 | 0.01% | 283 | 283 | — | $4.89万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $4.92万 | 0.01% | 175 | 175 | — | $4.92万 | 新建仓 |
| HAL | HALLIBURTON CO COM | $4.98万 | 0.01% | 1,277 | 1,277 | — | $4.98万 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $5.02万 | 0.01% | 460 | 460 | — | $5.02万 | 新建仓 |
| CTAS | CINTAS CORP COM | $5.04万 | 0.01% | 298 | 298 | — | $5.04万 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $5.06万 | 0.01% | 637 | 637 | — | $5.06万 | 新建仓 |
| — | HARTFORD MULTIFACTOR EMERGING MARKETS ETF | $5.06万 | 0.01% | 1,633 | 1,633 | — | $5.06万 | 新建仓 |
| FTNT | FORTINET INC COM | $5.09万 | 0.01% | 622 | 622 | — | $5.09万 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $5.09万 | 0.01% | 1,506 | 1,506 | — | $5.09万 | 新建仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $5.15万 | 0.01% | 200 | 200 | — | $5.15万 | 新建仓 |
| SRE | SEMPRA COM | $5.15万 | 0.01% | 530 | 530 | — | $5.15万 | 新建仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $5.15万 | 0.01% | 609 | 609 | — | $5.15万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5.16万 | 0.01% | 206 | 206 | — | $5.16万 | 新建仓 |
| SLB | SLB LIMITED COM STK | $5.20万 | 0.01% | 1,012 | 1,012 | — | $5.20万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $5.20万 | 0.01% | 1,708 | 1,708 | — | $5.20万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $5.25万 | 0.01% | 134 | 134 | — | $5.25万 | 新建仓 |
| TRP | TC ENERGY CORP COM | $5.28万 | 0.01% | 843 | 843 | — | $5.28万 | 新建仓 |
| CMI | CUMMINS INC COM | $5.32万 | 0.01% | 99 | 99 | — | $5.32万 | 新建仓 |
| BCS | BARCLAYS PLC ADR | $5.33万 | 0.01% | 2,517 | 2,517 | — | $5.33万 | 新建仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $5.34万 | 0.01% | 482 | 482 | — | $5.34万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $5.34万 | 0.01% | 6,728 | 6,728 | — | $5.34万 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $5.35万 | 0.01% | 573 | 573 | — | $5.35万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $5.35万 | 0.01% | 282 | 282 | — | $5.35万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $5.35万 | 0.01% | 451 | 451 | — | $5.35万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $5.35万 | 0.01% | 828 | 828 | — | $5.35万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $5.35万 | 0.01% | 78 | 78 | — | $5.35万 | 新建仓 |
| EBAY | EBAY INC. COM | $5.35万 | 0.01% | 588 | 588 | — | $5.35万 | 新建仓 |
| MMM | 3M CO COM | $5.40万 | 0.01% | 372 | 372 | — | $5.40万 | 新建仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $5.42万 | 0.01% | 1,704 | 1,704 | — | $5.42万 | 新建仓 |
| MKSI | MKS INC. COM | $5.47万 | 0.01% | 238 | 238 | — | $5.47万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $5.52万 | 0.01% | 127 | 127 | — | $5.52万 | 新建仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $5.53万 | 0.01% | 954 | 954 | — | $5.53万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $5.59万 | 0.01% | 599 | 599 | — | $5.59万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $5.62万 | 0.01% | 277 | 277 | — | $5.62万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $5.62万 | 0.01% | 116 | 116 | — | $5.62万 | 新建仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $5.65万 | 0.01% | 1,160 | 1,160 | — | $5.65万 | 新建仓 |
| ALL | ALLSTATE CORP COM | $5.66万 | 0.01% | 273 | 273 | — | $5.66万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $5.73万 | 0.01% | 231 | 231 | — | $5.73万 | 新建仓 |
| — | GLOBAL X FINTECH ETF | $5.74万 | 0.01% | 2,484 | 2,484 | — | $5.74万 | 新建仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $5.78万 | 0.01% | 769 | 769 | — | $5.78万 | 新建仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $5.80万 | 0.01% | 2,310 | 2,310 | — | $5.80万 | 新建仓 |
| EQT | EQT CORP COM | $5.82万 | 0.01% | 915 | 915 | — | $5.82万 | 新建仓 |
| E | ENI SPA SPONSORED ADR | $5.83万 | 0.01% | 1,029 | 1,029 | — | $5.83万 | 新建仓 |
| FLY | FIREFLY AEROSPACE INC COM | $5.84万 | 0.01% | 2,052 | 2,052 | — | $5.84万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $5.91万 | 0.01% | 815 | 815 | — | $5.91万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $5.93万 | 0.01% | 292 | 292 | — | $5.93万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $5.95万 | 0.01% | 343 | 343 | — | $5.95万 | 新建仓 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $5.96万 | 0.01% | 1,000 | 1,000 | — | $5.96万 | 新建仓 |
| — | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | $5.96万 | 0.01% | 1,031 | 1,031 | — | $5.96万 | 新建仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $6.02万 | 0.02% | 1,812 | 1,812 | — | $6.02万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $6.02万 | 0.02% | 1,112 | 1,112 | — | $6.02万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $6.06万 | 0.02% | 2,206 | 2,206 | — | $6.06万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $6.09万 | 0.02% | 296 | 296 | — | $6.09万 | 新建仓 |
| FDX | FEDEX CORP COM | $6.14万 | 0.02% | 172 | 172 | — | $6.14万 | 新建仓 |
| YUM | YUM BRANDS INC COM | $6.14万 | 0.02% | 395 | 395 | — | $6.14万 | 新建仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $6.18万 | 0.02% | 607 | 607 | — | $6.18万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY CL A | $6.23万 | 0.02% | 1,020 | 1,020 | — | $6.23万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $6.23万 | 0.02% | 461 | 461 | — | $6.23万 | 新建仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $6.25万 | 0.02% | 998 | 998 | — | $6.25万 | 新建仓 |
| PLXS | PLEXUS CORP COM | $6.28万 | 0.02% | 310 | 310 | — | $6.28万 | 新建仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $6.30万 | 0.02% | 1,121 | 1,121 | — | $6.30万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $6.30万 | 0.02% | 3,404 | 3,404 | — | $6.30万 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $6.38万 | 0.02% | 3,084 | 3,084 | — | $6.38万 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $6.40万 | 0.02% | 144 | 144 | — | $6.40万 | 新建仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $6.44万 | 0.02% | 1,164 | 1,164 | — | $6.44万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC COM | $6.45万 | 0.02% | 1,427 | 1,427 | — | $6.45万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC COM | $6.50万 | 0.02% | 361 | 361 | — | $6.50万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $6.51万 | 0.02% | 1,037 | 1,037 | — | $6.51万 | 新建仓 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $6.52万 | 0.02% | 1,423 | 1,423 | — | $6.52万 | 新建仓 |
| CTVA | CORTEVA INC COM | $6.54万 | 0.02% | 781 | 781 | — | $6.54万 | 新建仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $6.54万 | 0.02% | 871 | 871 | — | $6.54万 | 新建仓 |
| EME | EMCOR GROUP INC COM | $6.57万 | 0.02% | 89 | 89 | — | $6.57万 | 新建仓 |
| COR | CENCORA INC COM | $6.62万 | 0.02% | 211 | 211 | — | $6.62万 | 新建仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $6.62万 | 0.02% | 1,623 | 1,623 | — | $6.62万 | 新建仓 |