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 |
|---|---|---|---|---|---|---|---|---|
| — | SOLID BIOSCIENCES INC COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$36 | 清仓 |
| HROW | HARROW INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$35 | 清仓 |
| ALHC | ALIGNMENT HEALTHCARE INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$35 | 清仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $0 | 0.00% | 0 | -1 | -100.0% | -$34 | 清仓 |
| — | SOLENO THERAPEUTICS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$33 | 清仓 |
| — | AKEBIA THREAPEUTICS INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$33 | 清仓 |
| BB | BLACKBERRY LTD COM | $0 | 0.00% | 0 | -10 | -100.0% | -$32 | 清仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$30 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $0 | 0.00% | 0 | -1 | -100.0% | -$30 | 清仓 |
| NCNO | NCINO INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$30 | 清仓 |
| THRM | GENTHERM INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$28 | 清仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$28 | 清仓 |
| BFST | BUSINESS FIRST BANCSHARES INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$27 | 清仓 |
| MMI | MARCUS & MILLICHAP INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$27 | 清仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $0 | 0.00% | 0 | -3 | -100.0% | -$25 | 清仓 |
| CSTL | CASTLE BIOSCIENCES INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$25 | 清仓 |
| NIO | NIO INC SPON ADS | $0 | 0.00% | 0 | -4 | -100.0% | -$24 | 清仓 |
| KROS | KEROS THERAPEUTICS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$22 | 清仓 |
| SGHC | SUPER GROUP SGHC LIMITED ORD SHS | $0 | 0.00% | 0 | -2 | -100.0% | -$22 | 清仓 |
| VNDA | VANDA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$21 | 清仓 |
| — | BEYOND MEAT INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$21 | 清仓 |
| QTUM | DEFIANCE QUANTUM ETF | $0 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| AZTA | AZENTA INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$21 | 清仓 |
| — | FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF | $0 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$20 | 清仓 |
| DAKT | DAKTRONICS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$20 | 清仓 |
| MAGN | MAGNERA CORP COM SHS | $0 | 0.00% | 0 | -2 | -100.0% | -$19 | 清仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $0 | 0.00% | 0 | 0 | — | -$19 | 清仓 |
| IHRT | IHEARTMEDIA INC COM CL A | $0 | 0.00% | 0 | -6 | -100.0% | -$18 | 清仓 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $0 | 0.00% | 0 | -2 | -100.0% | -$18 | 清仓 |
| QDEL | QUIDELORTHO CORP COM | $0 | 0.00% | 0 | -1 | -100.0% | -$16 | 清仓 |
| NRIX | NURIX THERAPEUTICS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$16 | 清仓 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$16 | 清仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $0 | 0.00% | 0 | 0 | — | -$15 | 清仓 |
| SHC | SOTERA HEALTH CO COM | $0 | 0.00% | 0 | -1 | -100.0% | -$14 | 清仓 |
| — | 60 DEGREES PHARMACEUTICALS INC COM SHS | $0 | 0.00% | 0 | -8 | -100.0% | -$14 | 清仓 |
| RCAT | RED CAT HLDGS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| EYPT | EYEPOINT INC COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| APPS | DIGITAL TURBINE INC COM NEW | $0 | 0.00% | 0 | -4 | -100.0% | -$12 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $0 | 0.00% | 0 | -4 | -100.0% | -$12 | 清仓 |
| SATL | SATELLOGIC INC COM CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$11 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $0 | 0.00% | 0 | -1 | -100.0% | -$11 | 清仓 |
| ASST | STRIVE INC CL A COM | $0 | 0.00% | 0 | -1 | -100.0% | -$10 | 清仓 |
| PRME | PRIME MEDICINE INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$10 | 清仓 |
| LRMR | LARIMAR THERAPEUTICS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$9 | 清仓 |
| — | ADC THERAPEUTICS SA SHS | $0 | 0.00% | 0 | -2 | -100.0% | -$8 | 清仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | ROUNDHILL BALL METAVERSE ETF | $0 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| SAN | BANCO SANTANDER SA ADR | $19.37万 | 0.04% | 14,034 | 4,583 | 48.5% | $6.32万 | 加仓 |
| BX | BLACKSTONE INC COM | $20.07万 | 0.05% | 1,705 | 195 | 12.9% | $2.30万 | 加仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $20.21万 | 0.05% | 2,593 | 1,622 | 167.0% | $12.64万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $20.38万 | 0.05% | 2,980 | 1,575 | 112.1% | $10.77万 | 加仓 |
| GNMA | ISHARES GNMA BOND ETF | $20.64万 | 0.05% | 4,667 | 1,154 | 32.8% | $5.10万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $20.64万 | 0.05% | 2,171 | 175 | 8.8% | $1.66万 | 加仓 |
| DE | DEERE & CO COM | $20.85万 | 0.05% | 329 | 110 | 50.2% | $6.97万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $20.86万 | 0.05% | 936 | -10 | -1.1% | -$2,229 | 减仓 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $21.05万 | 0.05% | 6,395 | 6,395 | — | $21.05万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $21.16万 | 0.05% | 10,637 | 3,198 | 43.0% | $6.36万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $21.28万 | 0.05% | 248 | -2 | -0.8% | -$1,716 | 减仓 |
| DIS | DISNEY WALT CO COM | $21.48万 | 0.05% | 2,232 | 238 | 11.9% | $2.29万 | 加仓 |
| TJX | TJX COS INC NEW COM | $21.74万 | 0.05% | 1,435 | 65 | 4.7% | $9,846 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $21.78万 | 0.05% | 1,282 | -32 | -2.4% | -$5,436 | 减仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $21.92万 | 0.05% | 1,955 | -4,168 | -68.1% | -$46.72万 | 减仓 |
| MISL | FIRST TRUST INDXX AEROSPACE & DEFENSE ETF | $21.94万 | 0.05% | 4,793 | 124 | 2.7% | $5,675 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $21.99万 | 0.05% | 2,836 | 954 | 50.7% | $7.40万 | 加仓 |
| ETN | EATON CORP PLC SHS | $22.06万 | 0.05% | 518 | 67 | 14.9% | $2.85万 | 加仓 |
| GLW | CORNING INC COM | $22.23万 | 0.05% | 870 | -48 | -5.2% | -$1.23万 | 减仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $22.30万 | 0.05% | 2,741 | 1,770 | 182.3% | $14.40万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $22.36万 | 0.05% | 1,427 | 184 | 14.8% | $2.88万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $22.88万 | 0.05% | 1,562 | -4,321 | -73.4% | -$63.28万 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $23.00万 | 0.05% | 2,109 | 2,069 | 5,172.5% | $22.57万 | 加仓 |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | $23.10万 | 0.05% | 5,996 | 5,585 | 1,358.9% | $21.52万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $23.15万 | 0.05% | 777 | 402 | 107.2% | $11.98万 | 加仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $23.15万 | 0.05% | 5,898 | 1,459 | 32.9% | $5.73万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $23.18万 | 0.05% | 1,037 | -13 | -1.2% | -$2,906 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $23.19万 | 0.05% | 1,217 | -94 | -7.2% | -$1.79万 | 减仓 |
| LIN | LINDE PLC SHS | $23.20万 | 0.05% | 447 | 47 | 11.8% | $2.44万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $23.27万 | 0.05% | 894 | -16 | -1.8% | -$4,164 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $23.29万 | 0.05% | 1,228 | 332 | 37.1% | $6.30万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $23.35万 | 0.05% | 3,755 | -132 | -3.4% | -$8,210 | 减仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $23.43万 | 0.05% | 5,602 | 1,219 | 27.8% | $5.10万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $23.96万 | 0.05% | 585 | -265 | -31.2% | -$10.85万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $24.02万 | 0.05% | 3,328 | -351 | -9.5% | -$2.53万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $24.31万 | 0.06% | 2,942 | 604 | 25.8% | $4.99万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $24.91万 | 0.06% | 3,197 | 537 | 20.2% | $4.18万 | 加仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $25.12万 | 0.06% | 2,916 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $25.34万 | 0.06% | 2,932 | 1,748 | 147.6% | $15.11万 | 加仓 |
| NOW | SERVICENOW INC COM | $25.79万 | 0.06% | 2,598 | 365 | 16.3% | $3.62万 | 加仓 |
| T | AT&T INC COM | $25.84万 | 0.06% | 12,482 | -1,188 | -8.7% | -$2.46万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $25.91万 | 0.06% | 652 | 35 | 5.7% | $1.39万 | 加仓 |
| INTU | INTUIT COM | $26.05万 | 0.06% | 998 | -102 | -9.3% | -$2.66万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $26.63万 | 0.06% | 2,282 | 97 | 4.4% | $1.13万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $27.14万 | 0.06% | 1,637 | 125 | 8.3% | $2.07万 | 加仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $27.18万 | 0.06% | 3,817 | -9 | -0.2% | -$641 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $27.25万 | 0.06% | 1,724 | -2 | -0.1% | -$316 | 减仓 |
| C | CITIGROUP INC COM NEW | $27.30万 | 0.06% | 1,950 | 271 | 16.1% | $3.79万 | 加仓 |
| TWLO | TWILIO INC CL A | $27.34万 | 0.06% | 1,325 | 77 | 6.2% | $1.59万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $27.39万 | 0.06% | 2,399 | -212 | -8.1% | -$2.42万 | 减仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $27.77万 | 0.06% | 5,422 | 5,332 | 5,924.4% | $27.31万 | 加仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP FD COM | $28.21万 | 0.06% | 17,212 | 9,894 | 135.2% | $16.22万 | 加仓 |