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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $1,892.79万 | 4.77% | 74,581 | 4,404 | 6.3% | $111.77万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,564.82万 | 3.94% | 23,956 | 8,132 | 51.4% | $531.19万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1,163.64万 | 2.93% | 55,110 | 1,367 | 2.5% | $28.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,142.64万 | 2.88% | 65,518 | 20,380 | 45.2% | $355.43万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1,030.24万 | 2.59% | 91,083 | 13,714 | 17.7% | $155.12万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,026.08万 | 2.58% | 147,108 | 6,471 | 4.6% | $45.14万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1,014.38万 | 2.55% | 174,352 | -11,281 | -6.1% | -$65.63万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $944.88万 | 2.38% | 204,563 | 27,806 | 15.7% | $128.44万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $891.63万 | 2.25% | 264,029 | 10,891 | 4.3% | $36.78万 | 加仓 |
| META | META PLATFORMS INC CL A | $843.60万 | 2.12% | 14,745 | -557 | -3.6% | -$31.87万 | 减仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $827.22万 | 2.08% | 189,770 | 8,610 | 4.8% | $37.53万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $823.12万 | 2.07% | 110,709 | 8,727 | 8.6% | $64.89万 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $812.34万 | 2.05% | 135,888 | 9,404 | 7.4% | $56.22万 | 加仓 |
| AMZN | AMAZON COM INC COM | $691.25万 | 1.74% | 33,190 | -1,399 | -4.0% | -$29.14万 | 减仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $651.93万 | 1.64% | 263,194 | 22,465 | 9.3% | $55.65万 | 加仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $556.90万 | 1.40% | 35,067 | 260 | 0.7% | $4.13万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $537.32万 | 1.35% | 14,516 | -204 | -1.4% | -$7.55万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $533.45万 | 1.34% | 8,927 | 1,630 | 22.3% | $97.40万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $532.41万 | 1.34% | 8,187 | -18 | -0.2% | -$1.17万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $501.80万 | 1.26% | 26,161 | 1,944 | 8.0% | $37.29万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $501.16万 | 1.26% | 152,097 | 21,213 | 16.2% | $69.90万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $494.80万 | 1.25% | 44,429 | 38,857 | 697.4% | $432.75万 | 重新持有 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $471.70万 | 1.19% | 265,721 | -10,982 | -4.0% | -$19.50万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $466.98万 | 1.18% | 74,503 | 4,564 | 6.5% | $28.61万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $459.71万 | 1.16% | 7,965 | -26 | -0.3% | -$1.50万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $457.95万 | 1.15% | 126,436 | 20,119 | 18.9% | $72.87万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $440.67万 | 1.11% | 15,362 | -724 | -4.5% | -$20.77万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $435.47万 | 1.10% | 18,145 | 3,197 | 21.4% | $76.73万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $421.14万 | 1.06% | 41,813 | 8,775 | 26.6% | $88.38万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $406.71万 | 1.02% | 177,525 | 98,371 | 124.3% | $225.37万 | 加仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $366.64万 | 0.92% | 103,806 | 5,479 | 5.6% | $19.35万 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $356.52万 | 0.90% | 108,960 | 108,960 | — | $356.52万 | 新建仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $338.79万 | 0.85% | 82,512 | 82,512 | — | $338.79万 | 新建仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $332.28万 | 0.84% | 11,555 | 71 | 0.6% | $2.04万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $296.19万 | 0.75% | 43,258 | 5,024 | 13.1% | $34.40万 | 加仓 |
| TSLA | TESLA INC COM | $284.75万 | 0.72% | 7,660 | -269 | -3.4% | -$10.00万 | 减仓 |
| FIIG | FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF | $274.36万 | 0.69% | 132,222 | 77,052 | 139.7% | $159.88万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $267.15万 | 0.67% | 34,646 | 1,883 | 5.7% | $14.52万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $265.05万 | 0.67% | 11,325 | -1,494 | -11.7% | -$34.97万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $256.83万 | 0.65% | 8,006 | 1,348 | 20.2% | $43.24万 | 加仓 |
| MBB | ISHARES MBS ETF | $253.12万 | 0.64% | 26,658 | 3,274 | 14.0% | $31.09万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $249.66万 | 0.63% | 36,564 | 3,163 | 9.5% | $21.60万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $245.94万 | 0.62% | 32,132 | 2,121 | 7.1% | $16.23万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $234.74万 | 0.59% | 30,993 | 19,232 | 163.5% | $145.66万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $229.37万 | 0.58% | 45,838 | 8,615 | 23.1% | $43.11万 | 加仓 |
| AAEQ | ALPHA ARCHITECT US EQUITY 2 ETF | $228.58万 | 0.58% | 49,139 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $218.62万 | 0.55% | 5,127 | 335 | 7.0% | $14.28万 | 加仓 |
| FPXI | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | $217.74万 | 0.55% | 35,265 | 48 | 0.1% | $2,964 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $208.55万 | 0.53% | 46,551 | -2,505 | -5.1% | -$11.22万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $184.76万 | 0.47% | 15,767 | 2 | 0.0% | $234 | 加仓 |
| AVGO | BROADCOM INC COM | $177.36万 | 0.45% | 5,730 | 245 | 4.5% | $7.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $164.58万 | 0.41% | 3,434 | 48 | 1.4% | $2.30万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $156.97万 | 0.40% | 6,606 | 165 | 2.6% | $3.92万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $153.95万 | 0.39% | 5,361 | 2 | 0.0% | $574 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $152.80万 | 0.38% | 29,424 | -1,465 | -4.7% | -$7.61万 | 减仓 |
| PTRB | PGIM TOTAL RETURN BOND ETF | $146.23万 | 0.37% | 35,228 | -1,179 | -3.2% | -$4.89万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $144.96万 | 0.37% | 6,784 | 192 | 2.9% | $4.10万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $143.09万 | 0.36% | 19,431 | 2,145 | 12.4% | $15.80万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $140.71万 | 0.35% | 35,685 | 35,685 | — | $140.71万 | 新建仓 |
| IAU | ISHARES GOLD TRUST | $129.85万 | 0.33% | 14,729 | -15,980 | -52.0% | -$140.88万 | 减仓 |
| — | CAMBRIA GLOBAL EW ETF | $128.94万 | 0.32% | 25,569 | 0 | 0.0% | — | 不变 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $123.84万 | 0.31% | 17,259 | -31 | -0.2% | -$2,224 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $123.55万 | 0.31% | 27,082 | -214 | -0.8% | -$9,763 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $114.50万 | 0.29% | 13,547 | 1,137 | 9.2% | $9.61万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $114.25万 | 0.29% | 10,447 | -71 | -0.7% | -$7,765 | 减仓 |
| LLY | ELI LILLY & CO COM | $113.68万 | 0.29% | 1,236 | 34 | 2.8% | $3.13万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $108.33万 | 0.27% | 20,042 | 10,726 | 115.1% | $57.97万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $106.44万 | 0.27% | 4,064 | 37 | 0.9% | $9,691 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $105.27万 | 0.27% | 11,349 | -190 | -1.6% | -$1.76万 | 减仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $104.37万 | 0.26% | 10,931 | 505 | 4.8% | $4.82万 | 加仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $98.31万 | 0.25% | 51,907 | 26,741 | 106.3% | $50.65万 | 加仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $93.65万 | 0.24% | 33,447 | 2,879 | 9.4% | $8.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $93.55万 | 0.24% | 4,598 | -202 | -4.2% | -$4.11万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $91.25万 | 0.23% | 19,381 | -235 | -1.2% | -$1.11万 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $90.62万 | 0.23% | 16,853 | -461 | -2.7% | -$2.48万 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $83.96万 | 0.21% | 44,190 | -345 | -0.8% | -$6,555 | 减仓 |
| MCK | MCKESSON CORP COM | $80.35万 | 0.20% | 929 | 9 | 1.0% | $7,784 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $79.45万 | 0.20% | 2,692 | -16 | -0.6% | -$4,722 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $78.67万 | 0.20% | 17,533 | -293 | -1.6% | -$1.31万 | 减仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $77.51万 | 0.20% | 5,256 | 648 | 14.1% | $9.56万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $76.69万 | 0.19% | 3,950 | -1,164 | -22.8% | -$22.60万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $76.36万 | 0.19% | 766 | -37 | -4.6% | -$3.69万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $75.53万 | 0.19% | 5,182 | 59 | 1.2% | $8,599 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $75.37万 | 0.19% | 5,883 | 197 | 3.5% | $2.52万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $73.87万 | 0.19% | 11,528 | 6,019 | 109.3% | $38.57万 | 加仓 |
| KLAC | KLA CORP COM NEW | $73.81万 | 0.19% | 501 | -6 | -1.2% | -$8,840 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $72.36万 | 0.18% | 2,460 | 10 | 0.4% | $2,942 | 加仓 |
| — | PGIM JENNISON INTERNATIONAL OPPORTUNITIES ETF | $71.78万 | 0.18% | 12,967 | 81 | 0.6% | $4,484 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $70.89万 | 0.18% | 1,016 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $67.64万 | 0.17% | 2,767 | 214 | 8.4% | $5.23万 | 加仓 |
| ABBV | ABBVIE INC COM | $66.94万 | 0.17% | 3,078 | 94 | 3.2% | $2.04万 | 加仓 |
| NFLX | NETFLIX INC. COM | $65.09万 | 0.16% | 6,769 | 552 | 8.9% | $5.31万 | 加仓 |
| WMT | WALMART INC COM | $62.97万 | 0.16% | 5,067 | 179 | 3.7% | $2.22万 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $61.85万 | 0.16% | 13,400 | 3,200 | 31.4% | $14.77万 | 加仓 |
| — | EXXON MOBIL CORP COM | $61.52万 | 0.15% | 3,626 | 362 | 11.1% | $6.14万 | 加仓 |
| CRM | SALESFORCE INC COM | $60.84万 | 0.15% | 3,259 | -189 | -5.5% | -$3.53万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $60.78万 | 0.15% | 3,791 | 2,537 | 202.3% | $40.68万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $59.15万 | 0.15% | 1,750 | 193 | 12.4% | $6.52万 | 加仓 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $56.47万 | 0.14% | 26,959 | 328 | 1.2% | $6,870 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $55.72万 | 0.14% | 8,250 | -315 | -3.7% | -$2.13万 | 减仓 |