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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP COM | $17.73万 | 0.04% | 406 | -535 | -56.9% | -$23.36万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $17.67万 | 0.04% | 896 | 342 | 61.7% | $6.74万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $17.57万 | 0.04% | 250 | 250 | — | $17.57万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $17.50万 | 0.04% | 1,882 | 1,882 | — | $17.50万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $17.42万 | 0.04% | 1,311 | 1,311 | — | $17.42万 | 新建仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $17.39万 | 0.04% | 4,383 | 4,383 | — | $17.39万 | 新建仓 |
| BX | BLACKSTONE INC COM | $17.37万 | 0.04% | 1,510 | -272 | -15.3% | -$3.13万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $17.30万 | 0.04% | 352 | 352 | — | $17.30万 | 新建仓 |
| PEP | PEPSICO INC COM | $17.23万 | 0.04% | 1,110 | 1,110 | — | $17.23万 | 新建仓 |
| FCAL | FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF | $17.08万 | 0.04% | 3,494 | -1,303 | -27.2% | -$6.37万 | 重新持有 |
| ABNB | AIRBNB INC COM CL A | $16.97万 | 0.04% | 1,344 | 1,344 | — | $16.97万 | 新建仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $16.82万 | 0.04% | 927 | 927 | — | $16.82万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $16.64万 | 0.04% | 361 | 361 | — | $16.64万 | 新建仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $16.46万 | 0.04% | 1,996 | 1,996 | — | $16.46万 | 新建仓 |
| ADBE | ADOBE INC COM | $16.21万 | 0.04% | 667 | -299 | -31.0% | -$7.27万 | 减仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $16.21万 | 0.04% | 2,682 | 2,682 | — | $16.21万 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $16.13万 | 0.04% | 1,314 | 1,314 | — | $16.13万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $16.12万 | 0.04% | 451 | 451 | — | $16.12万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $16.05万 | 0.04% | 1,773 | 1,773 | — | $16.05万 | 新建仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $15.83万 | 0.04% | 3,206 | 3,206 | — | $15.83万 | 新建仓 |
| TWLO | TWILIO INC CL A | $15.70万 | 0.04% | 1,248 | -2,749 | -68.8% | -$34.59万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $15.70万 | 0.04% | 1,961 | 1,961 | — | $15.70万 | 新建仓 |
| GNMA | ISHARES GNMA BOND ETF | $15.57万 | 0.04% | 3,513 | 3,513 | — | $15.57万 | 新建仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $15.43万 | 0.04% | 2,179 | 2,179 | — | $15.43万 | 新建仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $15.39万 | 0.04% | 1,088 | 1,088 | — | $15.39万 | 新建仓 |
| PFE | PFIZER INC COM | $15.06万 | 0.04% | 5,363 | 5,363 | — | $15.06万 | 新建仓 |
| — | FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF | $14.56万 | 0.04% | 5,350 | -772 | -12.6% | -$2.10万 | 重新持有 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $14.12万 | 0.04% | 657 | 657 | — | $14.12万 | 新建仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $14.10万 | 0.04% | 3,242 | 3,242 | — | $14.10万 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $13.99万 | 0.04% | 1,562 | 1,562 | — | $13.99万 | 新建仓 |
| DOCS | DOXIMITY INC CL A | $13.83万 | 0.03% | 5,936 | -1,773 | -23.0% | -$4.13万 | 重新持有 |
| — | FIRST TRUST S&P REIT INDEX FUND | $13.81万 | 0.03% | 4,852 | 4,852 | — | $13.81万 | 新建仓 |
| TM | TOYOTA MOTOR CORP ADS | $13.31万 | 0.03% | 646 | 646 | — | $13.31万 | 新建仓 |
| VTV | VANGUARD VALUE ETF | $13.22万 | 0.03% | 674 | 674 | — | $13.22万 | 新建仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $13.22万 | 0.03% | 4,439 | 4,439 | — | $13.22万 | 新建仓 |
| — | HONEYWELL INTL INC COM | $13.18万 | 0.03% | 583 | 583 | — | $13.18万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $13.14万 | 0.03% | 473 | 473 | — | $13.14万 | 新建仓 |
| WELL | WELLTOWER INC COM | $13.01万 | 0.03% | 658 | 658 | — | $13.01万 | 新建仓 |
| SNDK | SANDISK CORP COM | $12.90万 | 0.03% | 203 | 203 | — | $12.90万 | 新建仓 |
| SO | SOUTHERN CO COM | $12.74万 | 0.03% | 1,320 | 1,320 | — | $12.74万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $12.62万 | 0.03% | 7,439 | 7,439 | — | $12.62万 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $12.54万 | 0.03% | 315 | 315 | — | $12.54万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $12.50万 | 0.03% | 280 | 280 | — | $12.50万 | 新建仓 |
| GLW | CORNING INC COM | $12.49万 | 0.03% | 918 | 918 | — | $12.49万 | 新建仓 |
| JPIE | JPMORGAN INCOME ETF | $12.45万 | 0.03% | 2,702 | 2,702 | — | $12.45万 | 新建仓 |
| CME | CME GROUP INC COM | $12.40万 | 0.03% | 420 | 420 | — | $12.40万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $12.33万 | 0.03% | 1,201 | 1,201 | — | $12.33万 | 新建仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $12.32万 | 0.03% | 1,112 | 1,112 | — | $12.32万 | 新建仓 |
| DE | DEERE & CO COM | $12.32万 | 0.03% | 219 | 219 | — | $12.32万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $12.29万 | 0.03% | 159 | 159 | — | $12.29万 | 新建仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $12.20万 | 0.03% | 2,566 | 2,566 | — | $12.20万 | 新建仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $12.20万 | 0.03% | 1,111 | 1,111 | — | $12.20万 | 新建仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $12.17万 | 0.03% | 2,533 | 2,533 | — | $12.17万 | 新建仓 |
| ARKK | ARK INNOVATION ETF | $12.15万 | 0.03% | 1,797 | -631 | -26.0% | -$4.27万 | 重新持有 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $12.13万 | 0.03% | 555 | -8,821 | -94.1% | -$192.84万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $12.12万 | 0.03% | 285 | 285 | — | $12.12万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $12.10万 | 0.03% | 1,833 | 1,833 | — | $12.10万 | 新建仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $12.02万 | 0.03% | 5,196 | 5,196 | — | $12.02万 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $11.94万 | 0.03% | 1,640 | 1,640 | — | $11.94万 | 新建仓 |
| VV | VANGUARD LARGE-CAP ETF | $11.77万 | 0.03% | 394 | 394 | — | $11.77万 | 新建仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP FD COM | $11.72万 | 0.03% | 7,318 | 7,318 | — | $11.72万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $11.71万 | 0.03% | 4,944 | 4,944 | — | $11.71万 | 新建仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $11.61万 | 0.03% | 1,216 | 1,216 | — | $11.61万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $11.60万 | 0.03% | 429 | 429 | — | $11.60万 | 新建仓 |
| BLK | BLACKROCK INC COM | $11.55万 | 0.03% | 120 | 120 | — | $11.55万 | 新建仓 |
| IYE | ISHARES U.S. ENERGY ETF | $11.52万 | 0.03% | 1,778 | 1,778 | — | $11.52万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $11.47万 | 0.03% | 1,221 | 1,221 | — | $11.47万 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $11.47万 | 0.03% | 464 | 464 | — | $11.47万 | 新建仓 |
| O | REALTY INCOME CORP COM | $11.44万 | 0.03% | 1,869 | 1,869 | — | $11.44万 | 新建仓 |
| LOW | LOWES COS INC COM | $11.32万 | 0.03% | 479 | 479 | — | $11.32万 | 新建仓 |
| NEM | NEWMONT CORP COM | $11.21万 | 0.03% | 1,036 | 1,036 | — | $11.21万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $11.08万 | 0.03% | 860 | 860 | — | $11.08万 | 新建仓 |
| PGR | PROGRESSIVE CORP COM | $11.01万 | 0.03% | 555 | 555 | — | $11.01万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $10.94万 | 0.03% | 1,871 | 1,871 | — | $10.94万 | 新建仓 |
| CB | CHUBB LTD SWITZ COM | $10.85万 | 0.03% | 333 | 333 | — | $10.85万 | 新建仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $10.79万 | 0.03% | 233 | 233 | — | $10.79万 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $10.74万 | 0.03% | 910 | 910 | — | $10.74万 | 新建仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $10.71万 | 0.03% | 883 | 883 | — | $10.71万 | 新建仓 |
| SAN | BANCO SANTANDER SA ADR | $10.66万 | 0.03% | 9,451 | 9,451 | — | $10.66万 | 新建仓 |
| PLD | PROLOGIS INC. COM | $10.65万 | 0.03% | 806 | 806 | — | $10.65万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $10.61万 | 0.03% | 255 | 255 | — | $10.61万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $10.57万 | 0.03% | 580 | 580 | — | $10.57万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP COM | $10.45万 | 0.03% | 117 | 117 | — | $10.45万 | 新建仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $10.43万 | 0.03% | 2,274 | 2,274 | — | $10.43万 | 新建仓 |
| BA | BOEING CO COM | $10.40万 | 0.03% | 523 | 523 | — | $10.40万 | 新建仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $10.33万 | 0.03% | 2,525 | 2,525 | — | $10.33万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $10.29万 | 0.03% | 1,697 | 1,697 | — | $10.29万 | 新建仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $10.27万 | 0.03% | 1,184 | 1,184 | — | $10.27万 | 新建仓 |
| TTE | TOTALENERGIES SE ACT | $10.24万 | 0.03% | 1,125 | 1,125 | — | $10.24万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC COM | $10.09万 | 0.03% | 438 | 438 | — | $10.09万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $9.99万 | 0.03% | 306 | 306 | — | $9.99万 | 新建仓 |
| UNP | UNION PAC CORP COM | $9.95万 | 0.03% | 410 | 410 | — | $9.95万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $9.94万 | 0.03% | 407 | 407 | — | $9.94万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $9.91万 | 0.02% | 1,363 | 1,363 | — | $9.91万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $9.90万 | 0.02% | 1,793 | 1,793 | — | $9.90万 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $9.87万 | 0.02% | 470 | 470 | — | $9.87万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $9.76万 | 0.02% | 321 | 321 | — | $9.76万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $9.70万 | 0.02% | 773 | -511 | -39.8% | -$6.41万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $9.68万 | 0.02% | 615 | 615 | — | $9.68万 | 新建仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $9.65万 | 0.02% | 1,688 | 1,688 | — | $9.65万 | 新建仓 |