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 |
|---|---|---|---|---|---|---|---|---|
| DASH | DOORDASH INC CL A | $28.30万 | 0.06% | 1,534 | -219 | -12.5% | -$4.04万 | 减仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $28.73万 | 0.07% | 2,856 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $28.99万 | 0.07% | 1,603 | 164 | 11.4% | $2.97万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $29.71万 | 0.07% | 4,887 | -1,339 | -21.5% | -$8.14万 | 减仓 |
| APH | AMPHENOL CORP CL A | $29.78万 | 0.07% | 1,689 | 107 | 6.8% | $1.89万 | 加仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $29.87万 | 0.07% | 4,604 | 4,271 | 1,282.6% | $27.71万 | 加仓 |
| MRK | MERCK & CO INC COM | $29.91万 | 0.07% | 2,328 | 108 | 4.9% | $1.39万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $30.19万 | 0.07% | 1,073 | 47 | 4.6% | $1.32万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $30.20万 | 0.07% | 3,000 | 3,000 | — | $30.20万 | 新建仓 |
| — | RENAISSANCE IPO ETF | $30.22万 | 0.07% | 5,086 | 0 | 0.0% | — | 不变 |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | $30.23万 | 0.07% | 12,048 | -8,841 | -42.3% | -$22.19万 | 减仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $30.33万 | 0.07% | 3,419 | 744 | 27.8% | $6.60万 | 加仓 |
| MCD | MCDONALDS CORP COM | $30.83万 | 0.07% | 1,140 | -100 | -8.1% | -$2.70万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $31.11万 | 0.07% | 487 | 58 | 13.5% | $3.70万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $31.41万 | 0.07% | 3,024 | 821 | 37.3% | $8.53万 | 加仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $31.51万 | 0.07% | 12,857 | 2,751 | 27.2% | $6.74万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $31.70万 | 0.07% | 2,234 | 695 | 45.2% | $9.86万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $31.79万 | 0.07% | 3,448 | -153 | -4.2% | -$1.41万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $32.03万 | 0.07% | 1,532 | 222 | 16.9% | $4.64万 | 加仓 |
| — | FIDELITY INTERNATIONAL MULTIFACTOR ETF | $32.26万 | 0.07% | 9,088 | 8,498 | 1,440.3% | $30.17万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $32.53万 | 0.07% | 3,936 | 688 | 21.2% | $5.69万 | 加仓 |
| RTX | RTX CORPORATION COM | $32.63万 | 0.07% | 1,720 | 383 | 28.6% | $7.27万 | 加仓 |
| MDB | MONGODB INC CL A | $32.65万 | 0.07% | 972 | 17 | 1.8% | $5,710 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $32.85万 | 0.07% | 1,713 | 28 | 1.7% | $5,370 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $32.90万 | 0.07% | 3,479 | 2,263 | 186.1% | $21.40万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $33.86万 | 0.08% | 3,146 | 3,119 | 11,551.9% | $33.57万 | 加仓 |
| KO | COCA COLA CO COM | $34.12万 | 0.08% | 4,199 | 283 | 7.2% | $2.30万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $34.34万 | 0.08% | 12,397 | 4,772 | 62.6% | $13.22万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $34.58万 | 0.08% | 6,606 | -22,818 | -77.5% | -$119.44万 | 减仓 |
| CRM | SALESFORCE INC COM | $34.64万 | 0.08% | 2,211 | -1,048 | -32.2% | -$16.42万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $34.66万 | 0.08% | 1,430 | 875 | 157.7% | $21.21万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $35.09万 | 0.08% | 2,393 | 216 | 9.9% | $3.17万 | 加仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $35.44万 | 0.08% | 4,421 | 276 | 6.7% | $2.21万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $35.68万 | 0.08% | 1,402 | 24 | 1.7% | $6,108 | 加仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $36.17万 | 0.08% | 3,670 | 2,640 | 256.3% | $26.02万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $36.36万 | 0.08% | 78,691 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $36.56万 | 0.08% | 2,495 | 160 | 6.9% | $2.34万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $37.01万 | 0.08% | 1,564 | 907 | 138.1% | $21.46万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $37.55万 | 0.09% | 4,145 | 2,184 | 111.4% | $19.78万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $37.85万 | 0.09% | 2,552 | 556 | 27.9% | $8.25万 | 加仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $38.10万 | 0.09% | 7,747 | 40 | 0.5% | $1,967 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $38.17万 | 0.09% | 1,128 | 417 | 58.6% | $14.11万 | 加仓 |
| HD | HOME DEPOT INC COM | $38.51万 | 0.09% | 1,092 | 368 | 50.8% | $12.98万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $40.83万 | 0.09% | 7,166 | 1,130 | 18.7% | $6.44万 | 加仓 |
| NFLX | NETFLIX INC. COM | $42.86万 | 0.10% | 6,003 | -766 | -11.3% | -$5.47万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $43.14万 | 0.10% | 840 | 102 | 13.8% | $5.24万 | 加仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $43.28万 | 0.10% | 3,880 | 422 | 12.2% | $4.71万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $45.45万 | 0.10% | 4,532 | -244 | -5.1% | -$2.45万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $45.46万 | 0.10% | 5,473 | -15 | -0.3% | -$1,246 | 减仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $47.15万 | 0.11% | 1,902 | -28 | -1.5% | -$6,941 | 减仓 |
| GE | GE AEROSPACE COM NEW | $47.73万 | 0.11% | 1,277 | 203 | 18.9% | $7.59万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $47.77万 | 0.11% | 8,287 | -92 | -1.1% | -$5,303 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $49.74万 | 0.11% | 10,222 | 200 | 2.0% | $9,732 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $50.62万 | 0.11% | 4,484 | -450 | -9.1% | -$5.08万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $50.98万 | 0.12% | 3,729 | 3,729 | — | $50.98万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $53.77万 | 0.12% | 4,577 | 165 | 3.7% | $1.94万 | 加仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $54.11万 | 0.12% | 11,775 | 119 | 1.0% | $5,468 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $54.63万 | 0.12% | 833 | 768 | 1,181.5% | $50.37万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $56.00万 | 0.13% | 734 | -630 | -46.2% | -$48.07万 | 减仓 |
| GEV | GE VERNOVA INC COM | $56.03万 | 0.13% | 477 | 175 | 57.9% | $20.56万 | 加仓 |
| SNDK | SANDISK CORP COM | $56.62万 | 0.13% | 249 | 46 | 22.7% | $10.46万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $56.73万 | 0.13% | 3,016 | -42 | -1.4% | -$7,900 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $57.51万 | 0.13% | 11,937 | 173 | 1.5% | $8,335 | 加仓 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $57.53万 | 0.13% | 26,810 | -149 | -0.6% | -$3,197 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $57.77万 | 0.13% | 290 | 35 | 13.7% | $6.97万 | 加仓 |
| CAT | CATERPILLAR INC COM | $58.34万 | 0.13% | 548 | 30 | 5.8% | $3.19万 | 加仓 |
| XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | $59.56万 | 0.13% | 12,317 | -385 | -3.0% | -$1.86万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $61.60万 | 0.14% | 2,807 | -23,354 | -89.3% | -$512.49万 | 减仓 |
| FAS | DIREXION DAILY FINANCIAL BULL 3X ETF | $61.96万 | 0.14% | 4,210 | -321 | -7.1% | -$4.72万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $62.57万 | 0.14% | 3,809 | 1,675 | 78.5% | $27.52万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $63.94万 | 0.14% | 1,476 | 214 | 17.0% | $9.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $65.48万 | 0.15% | 647 | 132 | 25.6% | $13.36万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $69.86万 | 0.16% | 9,060 | 810 | 9.8% | $6.25万 | 加仓 |
| WMT | WALMART INC COM | $69.88万 | 0.16% | 6,170 | 1,103 | 21.8% | $12.49万 | 加仓 |
| MCK | MCKESSON CORP COM | $70.08万 | 0.16% | 928 | -1 | -0.1% | -$755 | 减仓 |
| V | VISA INC COM CL A | $71.60万 | 0.16% | 2,087 | 316 | 17.8% | $10.84万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $74.17万 | 0.17% | 1,785 | 164 | 10.1% | $6.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $74.41万 | 0.17% | 2,930 | 163 | 5.9% | $4.14万 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $74.65万 | 0.17% | 13,269 | -131 | -1.0% | -$7,370 | 减仓 |
| INTC | INTEL CORP COM | $74.80万 | 0.17% | 5,357 | 712 | 15.3% | $9.94万 | 加仓 |
| ABBV | ABBVIE INC COM | $80.20万 | 0.18% | 3,187 | 109 | 3.5% | $2.74万 | 加仓 |
| — | PGIM JENNISON FOCUSED INTERNATIONAL EQUITY ETF | $82.13万 | 0.19% | 11,791 | -1,176 | -9.1% | -$8.19万 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $82.87万 | 0.19% | 42,959 | -1,231 | -2.8% | -$2.37万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $84.54万 | 0.19% | 5,136 | -46 | -0.9% | -$7,572 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $86.01万 | 0.19% | 16,994 | -539 | -3.1% | -$2.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $87.22万 | 0.20% | 2,664 | 204 | 8.3% | $6.68万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $87.95万 | 0.20% | 2,404 | 664 | 38.2% | $24.29万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $89.62万 | 0.20% | 12,578 | 1,050 | 9.1% | $7.48万 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $91.18万 | 0.21% | 2,692 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $92.44万 | 0.21% | 988 | 222 | 29.0% | $20.77万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $96.79万 | 0.22% | 10,306 | -1,043 | -9.2% | -$9.80万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $97.15万 | 0.22% | 8,128 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $98.54万 | 0.22% | 42,603 | 22,967 | 117.0% | $53.12万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $101.27万 | 0.23% | 21,573 | 2,192 | 11.3% | $10.29万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $104.55万 | 0.24% | 1,446 | -62 | -4.1% | -$4.48万 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $104.85万 | 0.24% | 19,597 | 2,744 | 16.3% | $14.68万 | 加仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $106.67万 | 0.24% | 35,893 | 2,446 | 7.3% | $7.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $111.86万 | 0.25% | 2,342 | 592 | 33.8% | $28.28万 | 加仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $114.36万 | 0.26% | 60,652 | 8,745 | 16.8% | $16.49万 | 加仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $116.39万 | 0.26% | 3,840 | -224 | -5.5% | -$6.79万 | 减仓 |