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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES S&P 100 ETF | $55.34万 | 0.14% | 1,740 | -20,788 | -92.3% | -$661.12万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $55.33万 | 0.14% | 11,764 | 0 | 0.0% | — | 不变 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $53.80万 | 0.14% | 11,656 | -572 | -4.7% | -$2.64万 | 减仓 |
| FAS | DIREXION DAILY FINANCIAL BULL 3X ETF | $53.69万 | 0.14% | 4,531 | 4,531 | — | $53.69万 | 新建仓 |
| XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | $53.55万 | 0.13% | 12,702 | -54 | -0.4% | -$2,277 | 减仓 |
| V | VISA INC COM CL A | $53.53万 | 0.13% | 1,771 | -75 | -4.1% | -$2.27万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $53.25万 | 0.13% | 1,364 | 66 | 5.1% | $2.58万 | 加仓 |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | $52.52万 | 0.13% | 20,889 | -391 | -1.8% | -$9,831 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $51.54万 | 0.13% | 1,508 | -52 | -3.3% | -$1.78万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $51.00万 | 0.13% | 4,934 | -8 | -0.2% | -$827 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $50.91万 | 0.13% | 10,022 | -210 | -2.1% | -$1.07万 | 减仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $47.65万 | 0.12% | 8,379 | -586 | -6.5% | -$3.33万 | 减仓 |
| INTU | INTUIT COM | $47.56万 | 0.12% | 1,100 | -98 | -8.2% | -$4.24万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $47.43万 | 0.12% | 3,058 | 43 | 1.4% | $6,670 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $45.60万 | 0.11% | 19,636 | 7,919 | 67.6% | $18.39万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $44.99万 | 0.11% | 5,488 | -15 | -0.3% | -$1,230 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $43.85万 | 0.11% | 1,621 | 78 | 5.1% | $2.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $43.61万 | 0.11% | 515 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $39.63万 | 0.10% | 13,670 | 1,411 | 11.5% | $4.09万 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $38.76万 | 0.10% | 1,930 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $38.54万 | 0.10% | 1,240 | 23 | 1.9% | $7,148 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $38.20万 | 0.10% | 1,131 | 141 | 14.2% | $4.76万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $36.87万 | 0.09% | 738 | 23 | 3.2% | $1.15万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $36.83万 | 0.09% | 78,691 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $36.69万 | 0.09% | 518 | 48 | 10.2% | $3.40万 | 加仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $36.55万 | 0.09% | 6,123 | 125 | 2.1% | $7,462 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $35.23万 | 0.09% | 6,226 | -2,116 | -25.4% | -$11.97万 | 减仓 |
| ORCL | ORACLE CORP COM | $34.35万 | 0.09% | 2,335 | -305 | -11.6% | -$4.49万 | 减仓 |
| CSCO | CISCO SYS INC COM | $34.24万 | 0.09% | 4,412 | 461 | 11.7% | $3.58万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $33.73万 | 0.08% | 255 | 50 | 24.4% | $6.61万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $33.23万 | 0.08% | 3,601 | 277 | 8.3% | $2.56万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $33.10万 | 0.08% | 4,776 | 305 | 6.8% | $2.11万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $31.97万 | 0.08% | 2,185 | 144 | 7.1% | $2.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $31.44万 | 0.08% | 2,177 | 51 | 2.4% | $7,365 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $31.29万 | 0.08% | 1,512 | 183 | 13.8% | $3.79万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $30.97万 | 0.08% | 2,611 | -285 | -9.8% | -$3.38万 | 减仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $30.90万 | 0.08% | 7,707 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $30.48万 | 0.08% | 1,074 | 44 | 4.3% | $1.25万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $30.40万 | 0.08% | 2,134 | 2,134 | — | $30.40万 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $30.31万 | 0.08% | 850 | 86 | 11.3% | $3.07万 | 加仓 |
| KO | COCA COLA CO COM | $29.78万 | 0.07% | 3,916 | 127 | 3.4% | $9,658 | 加仓 |
| BAC | BANK OF AMER CORP COM | $29.43万 | 0.07% | 6,036 | 272 | 4.7% | $1.33万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $29.36万 | 0.07% | 3,020 | 371 | 14.0% | $3.61万 | 加仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $29.07万 | 0.07% | 4,145 | 14 | 0.3% | $982 | 加仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $28.30万 | 0.07% | 2,856 | 0 | 0.0% | — | 不变 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $27.63万 | 0.07% | 8,594 | 8,594 | — | $27.63万 | 新建仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $27.56万 | 0.07% | 1,685 | 1,685 | — | $27.56万 | 新建仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $27.51万 | 0.07% | 3,458 | 178 | 5.4% | $1.42万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $26.96万 | 0.07% | 1,262 | 208 | 19.7% | $4.44万 | 加仓 |
| MRK | MERCK & CO INC COM | $26.70万 | 0.07% | 2,220 | 237 | 12.0% | $2.85万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $26.46万 | 0.07% | 3,679 | 12 | 0.3% | $863 | 加仓 |
| GEV | GE VERNOVA INC COM | $26.35万 | 0.07% | 302 | 35 | 13.1% | $3.05万 | 加仓 |
| DASH | DOORDASH INC CL A | $26.32万 | 0.07% | 1,753 | -77 | -4.2% | -$1.16万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $25.86万 | 0.07% | 3,248 | -169 | -4.9% | -$1.35万 | 减仓 |
| RTX | RTX CORPORATION COM | $25.79万 | 0.06% | 1,337 | 98 | 7.9% | $1.89万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $25.57万 | 0.06% | 1,726 | 0 | 0.0% | — | 不变 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $24.97万 | 0.06% | 3,826 | 132 | 3.6% | $8,616 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $24.88万 | 0.06% | 1,026 | 20 | 2.0% | $4,850 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $24.82万 | 0.06% | 1,996 | 22 | 1.1% | $2,735 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $24.44万 | 0.06% | 3,166 | 3,166 | — | $24.44万 | 新建仓 |
| COWZ | PACER US CASH COWS 100 ETF | $24.32万 | 0.06% | 3,887 | 2 | 0.1% | $125 | 加仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $24.12万 | 0.06% | 10,106 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $23.83万 | 0.06% | 724 | -136 | -15.8% | -$4.48万 | 减仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $23.81万 | 0.06% | 2,675 | 112 | 4.4% | $9,968 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $23.79万 | 0.06% | 1,439 | 43 | 3.1% | $7,108 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $23.59万 | 0.06% | 1,693 | 44 | 2.7% | $6,131 | 加仓 |
| MDB | MONGODB INC CL A | $23.38万 | 0.06% | 955 | 4 | 0.4% | $979 | 加仓 |
| NOW | SERVICENOW INC COM | $23.35万 | 0.06% | 2,233 | 29 | 1.3% | $3,032 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $22.37万 | 0.06% | 4,457 | 4,457 | — | $22.37万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $21.88万 | 0.06% | 1,370 | 1,370 | — | $21.88万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $21.74万 | 0.05% | 946 | 946 | — | $21.74万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $21.56万 | 0.05% | 1,310 | -25 | -1.9% | -$4,114 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $21.52万 | 0.05% | 711 | 25 | 3.6% | $7,566 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $21.40万 | 0.05% | 2,203 | 2,203 | — | $21.40万 | 新建仓 |
| — | RENAISSANCE IPO ETF | $21.30万 | 0.05% | 5,086 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $21.23万 | 0.05% | 486 | 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 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $20.85万 | 0.05% | 2,660 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $20.78万 | 0.05% | 1,378 | 2 | 0.1% | $302 | 加仓 |
| INTC | INTEL CORP COM | $20.50万 | 0.05% | 4,645 | 584 | 14.4% | $2.58万 | 加仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $20.42万 | 0.05% | 2,192 | 2,192 | — | $20.42万 | 新建仓 |
| WDAY | WORKDAY INC CL A | $20.22万 | 0.05% | 1,556 | 1,556 | — | $20.22万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $19.99万 | 0.05% | 1,582 | -4 | -0.3% | -$505 | 减仓 |
| LIN | LINDE PLC SHS | $19.83万 | 0.05% | 400 | 400 | — | $19.83万 | 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 |
| ADI | ANALOG DEVICES INC COM | $19.64万 | 0.05% | 617 | 617 | — | $19.64万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $19.58万 | 0.05% | 1,050 | 10 | 1.0% | $1,864 | 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 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $19.26万 | 0.05% | 1,539 | 8 | 0.5% | $1,001 | 加仓 |
| DIS | DISNEY WALT CO COM | $19.21万 | 0.05% | 1,994 | -168 | -7.8% | -$1.62万 | 减仓 |
| C | CITIGROUP INC COM NEW | $19.04万 | 0.05% | 1,679 | 1 | 0.1% | $113 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $18.99万 | 0.05% | 1,243 | 1,243 | — | $18.99万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $18.87万 | 0.05% | 7,625 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $18.73万 | 0.05% | 1,671 | -77 | -4.4% | -$8,632 | 减仓 |
| 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 |
| NEE | NEXTERA ENERGY INC COM | $18.49万 | 0.05% | 1,991 | 1,991 | — | $18.49万 | 新建仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $18.35万 | 0.05% | 2,277 | -2,986 | -56.7% | -$24.07万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $18.01万 | 0.05% | 4,688 | 1,521 | 48.0% | $5.84万 | 重新持有 |
| COP | CONOCOPHILLIPS COM | $17.93万 | 0.05% | 1,358 | 1,358 | — | $17.93万 | 新建仓 |
| AMGN | AMGEN INC COM | $17.91万 | 0.05% | 509 | 509 | — | $17.91万 | 新建仓 |