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 |
|---|---|---|---|---|---|---|---|---|
| MKSI | MKS INC. COM | $0 | 0.00% | 0 | -238 | -100.0% | -$5.47万 | 清仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $0 | 0.00% | 0 | -1,704 | -100.0% | -$5.42万 | 清仓 |
| MMM | 3M CO COM | $0 | 0.00% | 0 | -372 | -100.0% | -$5.40万 | 清仓 |
| EBAY | EBAY INC. COM | $0 | 0.00% | 0 | -588 | -100.0% | -$5.35万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $0 | 0.00% | 0 | -78 | -100.0% | -$5.35万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $0 | 0.00% | 0 | -828 | -100.0% | -$5.35万 | 清仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -451 | -100.0% | -$5.35万 | 清仓 |
| DHR | DANAHER CORP DEL COM | $0 | 0.00% | 0 | -282 | -100.0% | -$5.35万 | 清仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $0 | 0.00% | 0 | -573 | -100.0% | -$5.35万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $0 | 0.00% | 0 | -6,728 | -100.0% | -$5.34万 | 清仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -482 | -100.0% | -$5.34万 | 清仓 |
| BCS | BARCLAYS PLC ADR | $0 | 0.00% | 0 | -2,517 | -100.0% | -$5.33万 | 清仓 |
| CMI | CUMMINS INC COM | $0 | 0.00% | 0 | -99 | -100.0% | -$5.32万 | 清仓 |
| TRP | TC ENERGY CORP COM | $0 | 0.00% | 0 | -843 | -100.0% | -$5.28万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $0 | 0.00% | 0 | -134 | -100.0% | -$5.25万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $0 | 0.00% | 0 | -1,708 | -100.0% | -$5.20万 | 清仓 |
| SLB | SLB LIMITED COM STK | $0 | 0.00% | 0 | -1,012 | -100.0% | -$5.20万 | 清仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $0 | 0.00% | 0 | -206 | -100.0% | -$5.16万 | 清仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $0 | 0.00% | 0 | -609 | -100.0% | -$5.15万 | 清仓 |
| SRE | SEMPRA COM | $0 | 0.00% | 0 | -530 | -100.0% | -$5.15万 | 清仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$5.15万 | 清仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -1,506 | -100.0% | -$5.09万 | 清仓 |
| FTNT | FORTINET INC COM | $0 | 0.00% | 0 | -622 | -100.0% | -$5.09万 | 清仓 |
| — | HARTFORD MULTIFACTOR EMERGING MARKETS ETF | $0 | 0.00% | 0 | -1,633 | -100.0% | -$5.06万 | 清仓 |
| XEL | XCEL ENERGY INC COM | $0 | 0.00% | 0 | -637 | -100.0% | -$5.06万 | 清仓 |
| CTAS | CINTAS CORP COM | $0 | 0.00% | 0 | -298 | -100.0% | -$5.04万 | 清仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -460 | -100.0% | -$5.02万 | 清仓 |
| HAL | HALLIBURTON CO COM | $0 | 0.00% | 0 | -1,277 | -100.0% | -$4.98万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $0 | 0.00% | 0 | -175 | -100.0% | -$4.92万 | 清仓 |
| AMT | AMERICAN TOWER CORP COM | $0 | 0.00% | 0 | -283 | -100.0% | -$4.89万 | 清仓 |
| FAST | FASTENAL CO COM | $0 | 0.00% | 0 | -1,049 | -100.0% | -$4.87万 | 清仓 |
| UBS | UBS GROUP AG SHS | $0 | 0.00% | 0 | -1,237 | -100.0% | -$4.83万 | 清仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $0 | 0.00% | 0 | -1,038 | -100.0% | -$4.82万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $0 | 0.00% | 0 | -182 | -100.0% | -$4.73万 | 清仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $0 | 0.00% | 0 | -1,807 | -100.0% | -$4.71万 | 清仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $0 | 0.00% | 0 | -960 | -100.0% | -$4.69万 | 清仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $0 | 0.00% | 0 | -367 | -100.0% | -$4.69万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -132 | -100.0% | -$4.67万 | 清仓 |
| D | DOMINION ENERGY INC COM | $0 | 0.00% | 0 | -754 | -100.0% | -$4.66万 | 清仓 |
| — | FIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF | $0 | 0.00% | 0 | -1,252 | -100.0% | -$4.66万 | 清仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -651 | -100.0% | -$4.64万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -134 | -100.0% | -$4.62万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $0 | 0.00% | 0 | -663 | -100.0% | -$4.60万 | 清仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $0 | 0.00% | 0 | -609 | -100.0% | -$4.59万 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -2,186 | -100.0% | -$4.57万 | 清仓 |
| PAYX | PAYCHEX INC COM | $0 | 0.00% | 0 | -486 | -100.0% | -$4.48万 | 清仓 |
| ADSK | AUTODESK INC COM | $0 | 0.00% | 0 | -187 | -100.0% | -$4.47万 | 清仓 |
| — | FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -866 | -100.0% | -$4.46万 | 清仓 |
| EMR | EMERSON ELEC CO COM | $0 | 0.00% | 0 | -336 | -100.0% | -$4.40万 | 清仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $0 | 0.00% | 0 | -906 | -100.0% | -$4.39万 | 清仓 |
| MELI | MERCADOLIBRE INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$4.32万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $0 | 0.00% | 0 | -439 | -100.0% | -$4.32万 | 清仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -542 | -100.0% | -$4.30万 | 清仓 |
| AME | AMETEK INC COM | $0 | 0.00% | 0 | -200 | -100.0% | -$4.29万 | 清仓 |
| MTB | M & T BK CORP COM | $0 | 0.00% | 0 | -205 | -100.0% | -$4.24万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $0 | 0.00% | 0 | -322 | -100.0% | -$4.22万 | 清仓 |
| AMLP | ALERIAN MLP ETF | $0 | 0.00% | 0 | -800 | -100.0% | -$4.21万 | 清仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $0 | 0.00% | 0 | -261 | -100.0% | -$4.19万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $0 | 0.00% | 0 | -8,238 | -100.0% | -$4.14万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -199 | -100.0% | -$4.14万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP COM | $0 | 0.00% | 0 | -144 | -100.0% | -$4.13万 | 清仓 |
| GERN | GERON CORP COM | $0 | 0.00% | 0 | -27,444 | -100.0% | -$4.09万 | 清仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $0 | 0.00% | 0 | -843 | -100.0% | -$4.09万 | 清仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $0 | 0.00% | 0 | -500 | -100.0% | -$4.08万 | 清仓 |
| TRGP | TARGA RES CORP COM | $0 | 0.00% | 0 | -162 | -100.0% | -$4.07万 | 清仓 |
| EOG | EOG RES INC COM | $0 | 0.00% | 0 | -281 | -100.0% | -$4.06万 | 清仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $0 | 0.00% | 0 | -876 | -100.0% | -$4.05万 | 清仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $0 | 0.00% | 0 | -2,154 | -100.0% | -$4.03万 | 清仓 |
| NDAQ | NASDAQ INC COM | $0 | 0.00% | 0 | -475 | -100.0% | -$4.03万 | 清仓 |
| PHM | PULTE GROUP INC COM | $0 | 0.00% | 0 | -342 | -100.0% | -$4.02万 | 清仓 |
| WAB | WABTEC COM | $0 | 0.00% | 0 | -160 | -100.0% | -$4.00万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -142 | -100.0% | -$4.00万 | 清仓 |
| IEV | ISHARES EUROPE ETF | $0 | 0.00% | 0 | -587 | -100.0% | -$3.99万 | 清仓 |
| CBRE | CBRE GROUP INC CL A | $0 | 0.00% | 0 | -294 | -100.0% | -$3.98万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $0 | 0.00% | 0 | -242 | -100.0% | -$3.97万 | 清仓 |
| SNY | SANOFI SA SPONSORED ADR | $0 | 0.00% | 0 | -822 | -100.0% | -$3.96万 | 清仓 |
| NRG | NRG ENERGY INC COM NEW | $0 | 0.00% | 0 | -271 | -100.0% | -$3.96万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO COM | $0 | 0.00% | 0 | -123 | -100.0% | -$3.94万 | 清仓 |
| TER | TERADYNE INC COM | $0 | 0.00% | 0 | -132 | -100.0% | -$3.91万 | 清仓 |
| TFC | TRUIST FINL CORP COM | $0 | 0.00% | 0 | -847 | -100.0% | -$3.89万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $0 | 0.00% | 0 | -133 | -100.0% | -$3.87万 | 清仓 |
| CI | THE CIGNA GROUP COM | $0 | 0.00% | 0 | -145 | -100.0% | -$3.87万 | 清仓 |
| EMN | EASTMAN CHEM CO COM | $0 | 0.00% | 0 | -504 | -100.0% | -$3.85万 | 清仓 |
| COHR | COHERENT CORP COM | $0 | 0.00% | 0 | -161 | -100.0% | -$3.84万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $0 | 0.00% | 0 | -509 | -100.0% | -$3.83万 | 清仓 |
| GPZ | VANECK ALTERNATIVE ASSET MANAGER ETF | $0 | 0.00% | 0 | -1,778 | -100.0% | -$3.82万 | 清仓 |
| KR | KROGER CO COM | $0 | 0.00% | 0 | -527 | -100.0% | -$3.81万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $0 | 0.00% | 0 | -476 | -100.0% | -$3.81万 | 清仓 |
| VTR | VENTAS INC COM | $0 | 0.00% | 0 | -465 | -100.0% | -$3.80万 | 清仓 |
| NOK | NOKIA CORP SPONSORED ADR | $0 | 0.00% | 0 | -4,721 | -100.0% | -$3.80万 | 清仓 |
| ETR | ENTERGY CORP NEW COM | $0 | 0.00% | 0 | -337 | -100.0% | -$3.79万 | 清仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $0 | 0.00% | 0 | -3,347 | -100.0% | -$3.77万 | 清仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $0 | 0.00% | 0 | -937 | -100.0% | -$3.76万 | 清仓 |
| FIX | COMFORT SYS USA INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$3.72万 | 清仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -397 | -100.0% | -$3.72万 | 清仓 |
| TGT | TARGET CORP COM | $0 | 0.00% | 0 | -307 | -100.0% | -$3.72万 | 清仓 |
| PCAR | PACCAR INC COM | $0 | 0.00% | 0 | -321 | -100.0% | -$3.71万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -600 | -100.0% | -$3.68万 | 清仓 |
| ATO | ATMOS ENERGY CORP COM | $0 | 0.00% | 0 | -199 | -100.0% | -$3.68万 | 清仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $0 | 0.00% | 0 | -384 | -100.0% | -$3.67万 | 清仓 |