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 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT MCMORAN INC CL B | $6.67万 | 0.02% | 1,134 | 1,134 | — | $6.67万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM | $6.67万 | 0.02% | 229 | 229 | — | $6.67万 | 新建仓 |
| UPST | UPSTART HLDGS INC COM | $6.68万 | 0.02% | 2,605 | 2,605 | — | $6.68万 | 新建仓 |
| OKE | ONEOK INC NEW COM | $6.71万 | 0.02% | 742 | 742 | — | $6.71万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM | $6.72万 | 0.02% | 2,005 | 2,005 | — | $6.72万 | 新建仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $6.74万 | 0.02% | 971 | 971 | — | $6.74万 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $6.74万 | 0.02% | 2,314 | 2,314 | — | $6.74万 | 新建仓 |
| GM | GENERAL MTRS CO COM | $6.75万 | 0.02% | 906 | 906 | — | $6.75万 | 新建仓 |
| — | ELECTRONIC ARTS INC COM | $6.75万 | 0.02% | 331 | 331 | — | $6.75万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $6.75万 | 0.02% | 606 | 606 | — | $6.75万 | 新建仓 |
| USB | US BANCORP COM NEW | $6.76万 | 0.02% | 1,300 | 1,300 | — | $6.76万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $6.80万 | 0.02% | 2,370 | 2,370 | — | $6.80万 | 新建仓 |
| ARCC | ARES CAPITAL CORP COM | $6.85万 | 0.02% | 3,800 | 3,800 | — | $6.85万 | 新建仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $6.90万 | 0.02% | 578 | 578 | — | $6.90万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $6.94万 | 0.02% | 350 | 350 | — | $6.94万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $6.99万 | 0.02% | 533 | 533 | — | $6.99万 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $7.00万 | 0.02% | 975 | 975 | — | $7.00万 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $7.02万 | 0.02% | 536 | 536 | — | $7.02万 | 新建仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $7.05万 | 0.02% | 971 | 971 | — | $7.05万 | 新建仓 |
| EQIX | EQUINIX INC COM | $7.06万 | 0.02% | 72 | 72 | — | $7.06万 | 新建仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $7.07万 | 0.02% | 1,627 | 1,627 | — | $7.07万 | 新建仓 |
| SAP | SAP SE SPON ADR | $7.12万 | 0.02% | 416 | 416 | — | $7.12万 | 新建仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $7.13万 | 0.02% | 486 | 486 | — | $7.13万 | 新建仓 |
| SNPS | SYNOPSYS INC COM | $7.14万 | 0.02% | 180 | 180 | — | $7.14万 | 新建仓 |
| CSX | CSX CORP COM | $7.18万 | 0.02% | 1,748 | 1,748 | — | $7.18万 | 新建仓 |
| HCA | HCA HEALTHCARE INC COM | $7.19万 | 0.02% | 152 | 152 | — | $7.19万 | 新建仓 |
| RSG | REPUBLIC SVCS INC COM | $7.21万 | 0.02% | 329 | 329 | — | $7.21万 | 新建仓 |
| AFL | AFLAC INC COM | $7.21万 | 0.02% | 657 | 657 | — | $7.21万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $7.24万 | 0.02% | 348 | 348 | — | $7.24万 | 新建仓 |
| KKR | KKR & CO INC COM | $7.26万 | 0.02% | 785 | 785 | — | $7.26万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $7.36万 | 0.02% | 863 | 863 | — | $7.36万 | 新建仓 |
| ROST | ROSS STORES INC COM | $7.41万 | 0.02% | 342 | 342 | — | $7.41万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $7.48万 | 0.02% | 1,066 | 1,066 | — | $7.48万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP COM | $7.51万 | 0.02% | 411 | 411 | — | $7.51万 | 新建仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND | $7.51万 | 0.02% | 4,216 | 4,216 | — | $7.51万 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $7.53万 | 0.02% | 1,322 | 1,322 | — | $7.53万 | 新建仓 |
| ECL | ECOLAB INC COM | $7.55万 | 0.02% | 284 | 284 | — | $7.55万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $7.63万 | 0.02% | 222 | 222 | — | $7.63万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $7.76万 | 0.02% | 841 | 841 | — | $7.76万 | 新建仓 |
| BDYN | ISHARES DYNAMIC EQUITY ACTIVE ETF | $7.87万 | 0.02% | 3,237 | 3,237 | — | $7.87万 | 新建仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $7.89万 | 0.02% | 1,859 | 1,859 | — | $7.89万 | 新建仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $7.97万 | 0.02% | 1,754 | 1,754 | — | $7.97万 | 新建仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $7.98万 | 0.02% | 1,405 | 1,405 | — | $7.98万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $7.99万 | 0.02% | 1,878 | 1,878 | — | $7.99万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $8.06万 | 0.02% | 288 | 288 | — | $8.06万 | 新建仓 |
| CIEN | CIENA CORP COM NEW | $8.08万 | 0.02% | 208 | 208 | — | $8.08万 | 新建仓 |
| RY | ROYAL BK CDA COM | $8.14万 | 0.02% | 503 | 503 | — | $8.14万 | 新建仓 |
| RMD | RESMED INC COM | $8.19万 | 0.02% | 365 | 365 | — | $8.19万 | 新建仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $8.25万 | 0.02% | 1,030 | 1,030 | — | $8.25万 | 新建仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $8.39万 | 0.02% | 1,369 | 1,369 | — | $8.39万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $8.45万 | 0.02% | 4,276 | 4,276 | — | $8.45万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $8.48万 | 0.02% | 258 | 258 | — | $8.48万 | 新建仓 |
| — | ISHARES GOVERNMENT/CREDIT BOND ETF | $8.50万 | 0.02% | 816 | 816 | — | $8.50万 | 新建仓 |
| CAH | CARDINAL HEALTH INC COM | $8.52万 | 0.02% | 403 | 403 | — | $8.52万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $8.54万 | 0.02% | 141 | 141 | — | $8.54万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $8.55万 | 0.02% | 311 | 311 | — | $8.55万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $8.56万 | 0.02% | 1,822 | 1,822 | — | $8.56万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $8.77万 | 0.02% | 4,051 | 4,051 | — | $8.77万 | 新建仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $8.83万 | 0.02% | 1,600 | 1,600 | — | $8.83万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC COM | $8.84万 | 0.02% | 21 | 21 | — | $8.84万 | 新建仓 |
| WCLD | WISDOMTREE CLOUD COMPUTING FUND | $9.03万 | 0.02% | 3,307 | -4,523 | -57.8% | -$12.36万 | 重新持有 |
| MDT | MEDTRONIC PLC SHS | $9.06万 | 0.02% | 1,046 | 1,046 | — | $9.06万 | 新建仓 |
| REM | ISHARES MORTGAGE REAL ESTATE ETF | $9.11万 | 0.02% | 4,241 | 4,241 | — | $9.11万 | 新建仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $9.17万 | 0.02% | 896 | 896 | — | $9.17万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $9.33万 | 0.02% | 170 | 170 | — | $9.33万 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $9.45万 | 0.02% | 3,080 | 3,080 | — | $9.45万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $9.45万 | 0.02% | 722 | 722 | — | $9.45万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $9.53万 | 0.02% | 804 | 804 | — | $9.53万 | 新建仓 |
| JEMA | JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF | $9.54万 | 0.02% | 1,833 | 1,833 | — | $9.54万 | 新建仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $9.65万 | 0.02% | 1,688 | 1,688 | — | $9.65万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $9.68万 | 0.02% | 615 | 615 | — | $9.68万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $9.70万 | 0.02% | 773 | -511 | -39.8% | -$6.41万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $9.76万 | 0.02% | 321 | 321 | — | $9.76万 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $9.87万 | 0.02% | 470 | 470 | — | $9.87万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $9.90万 | 0.02% | 1,793 | 1,793 | — | $9.90万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $9.91万 | 0.02% | 1,363 | 1,363 | — | $9.91万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $9.94万 | 0.03% | 407 | 407 | — | $9.94万 | 新建仓 |
| UNP | UNION PAC CORP COM | $9.95万 | 0.03% | 410 | 410 | — | $9.95万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $9.99万 | 0.03% | 306 | 306 | — | $9.99万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC COM | $10.09万 | 0.03% | 438 | 438 | — | $10.09万 | 新建仓 |
| TTE | TOTALENERGIES SE ACT | $10.24万 | 0.03% | 1,125 | 1,125 | — | $10.24万 | 新建仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $10.27万 | 0.03% | 1,184 | 1,184 | — | $10.27万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $10.29万 | 0.03% | 1,697 | 1,697 | — | $10.29万 | 新建仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $10.33万 | 0.03% | 2,525 | 2,525 | — | $10.33万 | 新建仓 |
| BA | BOEING CO COM | $10.40万 | 0.03% | 523 | 523 | — | $10.40万 | 新建仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $10.43万 | 0.03% | 2,274 | 2,274 | — | $10.43万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP COM | $10.45万 | 0.03% | 117 | 117 | — | $10.45万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $10.57万 | 0.03% | 580 | 580 | — | $10.57万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $10.61万 | 0.03% | 255 | 255 | — | $10.61万 | 新建仓 |
| PLD | PROLOGIS INC. COM | $10.65万 | 0.03% | 806 | 806 | — | $10.65万 | 新建仓 |
| SAN | BANCO SANTANDER SA ADR | $10.66万 | 0.03% | 9,451 | 9,451 | — | $10.66万 | 新建仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $10.71万 | 0.03% | 883 | 883 | — | $10.71万 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $10.74万 | 0.03% | 910 | 910 | — | $10.74万 | 新建仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $10.79万 | 0.03% | 233 | 233 | — | $10.79万 | 新建仓 |
| CB | CHUBB LTD SWITZ COM | $10.85万 | 0.03% | 333 | 333 | — | $10.85万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $10.94万 | 0.03% | 1,871 | 1,871 | — | $10.94万 | 新建仓 |
| PGR | PROGRESSIVE CORP COM | $11.01万 | 0.03% | 555 | 555 | — | $11.01万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $11.08万 | 0.03% | 860 | 860 | — | $11.08万 | 新建仓 |
| NEM | NEWMONT CORP COM | $11.21万 | 0.03% | 1,036 | 1,036 | — | $11.21万 | 新建仓 |
| LOW | LOWES COS INC COM | $11.32万 | 0.03% | 479 | 479 | — | $11.32万 | 新建仓 |