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 |
|---|---|---|---|---|---|---|---|---|
| O | REALTY INCOME CORP COM | $11.44万 | 0.03% | 1,869 | 1,869 | — | $11.44万 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $11.47万 | 0.03% | 464 | 464 | — | $11.47万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $11.47万 | 0.03% | 1,221 | 1,221 | — | $11.47万 | 新建仓 |
| IYE | ISHARES U.S. ENERGY ETF | $11.52万 | 0.03% | 1,778 | 1,778 | — | $11.52万 | 新建仓 |
| BLK | BLACKROCK INC COM | $11.55万 | 0.03% | 120 | 120 | — | $11.55万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $11.60万 | 0.03% | 429 | 429 | — | $11.60万 | 新建仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $11.61万 | 0.03% | 1,216 | 1,216 | — | $11.61万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $11.71万 | 0.03% | 4,944 | 4,944 | — | $11.71万 | 新建仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP FD COM | $11.72万 | 0.03% | 7,318 | 7,318 | — | $11.72万 | 新建仓 |
| VV | VANGUARD LARGE-CAP ETF | $11.77万 | 0.03% | 394 | 394 | — | $11.77万 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $11.94万 | 0.03% | 1,640 | 1,640 | — | $11.94万 | 新建仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $12.02万 | 0.03% | 5,196 | 5,196 | — | $12.02万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $12.10万 | 0.03% | 1,833 | 1,833 | — | $12.10万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $12.12万 | 0.03% | 285 | 285 | — | $12.12万 | 新建仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $12.13万 | 0.03% | 555 | -8,821 | -94.1% | -$192.84万 | 减仓 |
| ARKK | ARK INNOVATION ETF | $12.15万 | 0.03% | 1,797 | -631 | -26.0% | -$4.27万 | 重新持有 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $12.17万 | 0.03% | 2,533 | 2,533 | — | $12.17万 | 新建仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $12.20万 | 0.03% | 1,111 | 1,111 | — | $12.20万 | 新建仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $12.20万 | 0.03% | 2,566 | 2,566 | — | $12.20万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $12.29万 | 0.03% | 159 | 159 | — | $12.29万 | 新建仓 |
| DE | DEERE & CO COM | $12.32万 | 0.03% | 219 | 219 | — | $12.32万 | 新建仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $12.32万 | 0.03% | 1,112 | 1,112 | — | $12.32万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $12.33万 | 0.03% | 1,201 | 1,201 | — | $12.33万 | 新建仓 |
| CME | CME GROUP INC COM | $12.40万 | 0.03% | 420 | 420 | — | $12.40万 | 新建仓 |
| JPIE | JPMORGAN INCOME ETF | $12.45万 | 0.03% | 2,702 | 2,702 | — | $12.45万 | 新建仓 |
| GLW | CORNING INC COM | $12.49万 | 0.03% | 918 | 918 | — | $12.49万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $12.50万 | 0.03% | 280 | 280 | — | $12.50万 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $12.54万 | 0.03% | 315 | 315 | — | $12.54万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $12.62万 | 0.03% | 7,439 | 7,439 | — | $12.62万 | 新建仓 |
| SO | SOUTHERN CO COM | $12.74万 | 0.03% | 1,320 | 1,320 | — | $12.74万 | 新建仓 |
| SNDK | SANDISK CORP COM | $12.90万 | 0.03% | 203 | 203 | — | $12.90万 | 新建仓 |
| WELL | WELLTOWER INC COM | $13.01万 | 0.03% | 658 | 658 | — | $13.01万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $13.14万 | 0.03% | 473 | 473 | — | $13.14万 | 新建仓 |
| — | HONEYWELL INTL INC COM | $13.18万 | 0.03% | 583 | 583 | — | $13.18万 | 新建仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $13.22万 | 0.03% | 4,439 | 4,439 | — | $13.22万 | 新建仓 |
| VTV | VANGUARD VALUE ETF | $13.22万 | 0.03% | 674 | 674 | — | $13.22万 | 新建仓 |
| TM | TOYOTA MOTOR CORP ADS | $13.31万 | 0.03% | 646 | 646 | — | $13.31万 | 新建仓 |
| — | FIRST TRUST S&P REIT INDEX FUND | $13.81万 | 0.03% | 4,852 | 4,852 | — | $13.81万 | 新建仓 |
| DOCS | DOXIMITY INC CL A | $13.83万 | 0.03% | 5,936 | -1,773 | -23.0% | -$4.13万 | 重新持有 |
| SBUX | STARBUCKS CORP COM | $13.99万 | 0.04% | 1,562 | 1,562 | — | $13.99万 | 新建仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $14.10万 | 0.04% | 3,242 | 3,242 | — | $14.10万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $14.12万 | 0.04% | 657 | 657 | — | $14.12万 | 新建仓 |
| — | FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF | $14.56万 | 0.04% | 5,350 | -772 | -12.6% | -$2.10万 | 重新持有 |
| PFE | PFIZER INC COM | $15.06万 | 0.04% | 5,363 | 5,363 | — | $15.06万 | 新建仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $15.39万 | 0.04% | 1,088 | 1,088 | — | $15.39万 | 新建仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $15.43万 | 0.04% | 2,179 | 2,179 | — | $15.43万 | 新建仓 |
| GNMA | ISHARES GNMA BOND ETF | $15.57万 | 0.04% | 3,513 | 3,513 | — | $15.57万 | 新建仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $15.70万 | 0.04% | 1,961 | 1,961 | — | $15.70万 | 新建仓 |
| TWLO | TWILIO INC CL A | $15.70万 | 0.04% | 1,248 | -2,749 | -68.8% | -$34.59万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $15.83万 | 0.04% | 3,206 | 3,206 | — | $15.83万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $16.05万 | 0.04% | 1,773 | 1,773 | — | $16.05万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $16.12万 | 0.04% | 451 | 451 | — | $16.12万 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $16.13万 | 0.04% | 1,314 | 1,314 | — | $16.13万 | 新建仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $16.21万 | 0.04% | 2,682 | 2,682 | — | $16.21万 | 新建仓 |
| ADBE | ADOBE INC COM | $16.21万 | 0.04% | 667 | -299 | -31.0% | -$7.27万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $16.46万 | 0.04% | 1,996 | 1,996 | — | $16.46万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $16.64万 | 0.04% | 361 | 361 | — | $16.64万 | 新建仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $16.82万 | 0.04% | 927 | 927 | — | $16.82万 | 新建仓 |
| ABNB | AIRBNB INC COM CL A | $16.97万 | 0.04% | 1,344 | 1,344 | — | $16.97万 | 新建仓 |
| FCAL | FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF | $17.08万 | 0.04% | 3,494 | -1,303 | -27.2% | -$6.37万 | 重新持有 |
| PEP | PEPSICO INC COM | $17.23万 | 0.04% | 1,110 | 1,110 | — | $17.23万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $17.30万 | 0.04% | 352 | 352 | — | $17.30万 | 新建仓 |
| BX | BLACKSTONE INC COM | $17.37万 | 0.04% | 1,510 | -272 | -15.3% | -$3.13万 | 重新持有 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $17.39万 | 0.04% | 4,383 | 4,383 | — | $17.39万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $17.42万 | 0.04% | 1,311 | 1,311 | — | $17.42万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $17.50万 | 0.04% | 1,882 | 1,882 | — | $17.50万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC COM | $17.57万 | 0.04% | 250 | 250 | — | $17.57万 | 新建仓 |
| AZN | ASTRAZENECA PLC ORD | $17.67万 | 0.04% | 896 | 342 | 61.7% | $6.74万 | 加仓 |
| MCO | MOODYS CORP COM | $17.73万 | 0.04% | 406 | -535 | -56.9% | -$23.36万 | 减仓 |
| AMGN | AMGEN INC COM | $17.91万 | 0.05% | 509 | 509 | — | $17.91万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $17.93万 | 0.05% | 1,358 | 1,358 | — | $17.93万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $18.01万 | 0.05% | 4,688 | 1,521 | 48.0% | $5.84万 | 重新持有 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $18.35万 | 0.05% | 2,277 | -2,986 | -56.7% | -$24.07万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $18.49万 | 0.05% | 1,991 | 1,991 | — | $18.49万 | 新建仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $18.64万 | 0.05% | 1,878 | -2,201 | -54.0% | -$21.85万 | 重新持有 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $18.73万 | 0.05% | 1,671 | -77 | -4.4% | -$8,632 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $18.87万 | 0.05% | 7,625 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $18.99万 | 0.05% | 1,243 | 1,243 | — | $18.99万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $19.04万 | 0.05% | 1,679 | 1 | 0.1% | $113 | 加仓 |
| DIS | DISNEY WALT CO COM | $19.21万 | 0.05% | 1,994 | -168 | -7.8% | -$1.62万 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $19.26万 | 0.05% | 1,539 | 8 | 0.5% | $1,001 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $19.35万 | 0.05% | 2,338 | -306 | -11.6% | -$2.53万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW COM | $19.58万 | 0.05% | 1,050 | 10 | 1.0% | $1,864 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $19.64万 | 0.05% | 617 | 617 | — | $19.64万 | 新建仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $19.77万 | 0.05% | 1,132 | 375 | 49.5% | $6.55万 | 重新持有 |
| LIN | LINDE PLC SHS | $19.83万 | 0.05% | 400 | 400 | — | $19.83万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $19.99万 | 0.05% | 1,582 | -4 | -0.3% | -$505 | 减仓 |
| WDAY | WORKDAY INC CL A | $20.22万 | 0.05% | 1,556 | 1,556 | — | $20.22万 | 新建仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $20.42万 | 0.05% | 2,192 | 2,192 | — | $20.42万 | 新建仓 |
| INTC | INTEL CORP COM | $20.50万 | 0.05% | 4,645 | 584 | 14.4% | $2.58万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $20.78万 | 0.05% | 1,378 | 2 | 0.1% | $302 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $20.85万 | 0.05% | 2,660 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TRUST INDXX AEROSPACE & DEFENSE ETF | $20.88万 | 0.05% | 4,669 | 4,669 | — | $20.88万 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $21.23万 | 0.05% | 486 | 0 | 0.0% | — | 不变 |
| — | RENAISSANCE IPO ETF | $21.30万 | 0.05% | 5,086 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $21.40万 | 0.05% | 2,203 | 2,203 | — | $21.40万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $21.52万 | 0.05% | 711 | 25 | 3.6% | $7,566 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $21.56万 | 0.05% | 1,310 | -25 | -1.9% | -$4,114 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $21.74万 | 0.05% | 946 | 946 | — | $21.74万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $21.88万 | 0.06% | 1,370 | 1,370 | — | $21.88万 | 新建仓 |