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 |
|---|---|---|---|---|---|---|---|---|
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $23.15万 | 0.05% | 5,898 | 1,459 | 32.9% | $5.73万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $23.15万 | 0.05% | 777 | 402 | 107.2% | $11.98万 | 加仓 |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | $23.10万 | 0.05% | 5,996 | 5,585 | 1,358.9% | $21.52万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $23.00万 | 0.05% | 2,109 | 2,069 | 5,172.5% | $22.57万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $22.88万 | 0.05% | 1,562 | -4,321 | -73.4% | -$63.28万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $22.36万 | 0.05% | 1,427 | 184 | 14.8% | $2.88万 | 加仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $22.30万 | 0.05% | 2,741 | 1,770 | 182.3% | $14.40万 | 加仓 |
| GLW | CORNING INC COM | $22.23万 | 0.05% | 870 | -48 | -5.2% | -$1.23万 | 减仓 |
| ETN | EATON CORP PLC SHS | $22.06万 | 0.05% | 518 | 67 | 14.9% | $2.85万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $21.99万 | 0.05% | 2,836 | 954 | 50.7% | $7.40万 | 加仓 |
| MISL | FIRST TRUST INDXX AEROSPACE & DEFENSE ETF | $21.94万 | 0.05% | 4,793 | 124 | 2.7% | $5,675 | 加仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $21.92万 | 0.05% | 1,955 | -4,168 | -68.1% | -$46.72万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $21.78万 | 0.05% | 1,282 | -32 | -2.4% | -$5,436 | 减仓 |
| TJX | TJX COS INC NEW COM | $21.74万 | 0.05% | 1,435 | 65 | 4.7% | $9,846 | 加仓 |
| DIS | DISNEY WALT CO COM | $21.48万 | 0.05% | 2,232 | 238 | 11.9% | $2.29万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $21.28万 | 0.05% | 248 | -2 | -0.8% | -$1,716 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $21.16万 | 0.05% | 10,637 | 3,198 | 43.0% | $6.36万 | 加仓 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $21.05万 | 0.05% | 6,395 | 6,395 | — | $21.05万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $20.86万 | 0.05% | 936 | -10 | -1.1% | -$2,229 | 减仓 |
| DE | DEERE & CO COM | $20.85万 | 0.05% | 329 | 110 | 50.2% | $6.97万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $20.64万 | 0.05% | 2,171 | 175 | 8.8% | $1.66万 | 加仓 |
| GNMA | ISHARES GNMA BOND ETF | $20.64万 | 0.05% | 4,667 | 1,154 | 32.8% | $5.10万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $20.38万 | 0.05% | 2,980 | 1,575 | 112.1% | $10.77万 | 加仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $20.21万 | 0.05% | 2,593 | 1,622 | 167.0% | $12.64万 | 加仓 |
| BX | BLACKSTONE INC COM | $20.07万 | 0.05% | 1,705 | 195 | 12.9% | $2.30万 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $19.37万 | 0.04% | 14,034 | 4,583 | 48.5% | $6.32万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $0 | 0.00% | 0 | -45,838 | -100.0% | -$229.37万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,626 | -100.0% | -$61.52万 | 清仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $0 | 0.00% | 0 | -3,020 | -100.0% | -$29.36万 | 清仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $0 | 0.00% | 0 | -3,166 | -100.0% | -$24.44万 | 清仓 |
| GILD | GILEAD SCIENCES INC COM | $0 | 0.00% | 0 | -1,693 | -100.0% | -$23.59万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -4,457 | -100.0% | -$22.37万 | 清仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $0 | 0.00% | 0 | -2,192 | -100.0% | -$20.42万 | 清仓 |
| WDAY | WORKDAY INC CL A | $0 | 0.00% | 0 | -1,556 | -100.0% | -$20.22万 | 清仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $0 | 0.00% | 0 | -1,132 | -100.0% | -$19.77万 | 清仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $0 | 0.00% | 0 | -1,671 | -100.0% | -$18.73万 | 清仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -1,878 | -100.0% | -$18.64万 | 清仓 |
| NEE | NEXTERA ENERGY INC COM | $0 | 0.00% | 0 | -1,991 | -100.0% | -$18.49万 | 清仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -2,277 | -100.0% | -$18.35万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,688 | -100.0% | -$18.01万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -1,358 | -100.0% | -$17.93万 | 清仓 |
| AMGN | AMGEN INC COM | $0 | 0.00% | 0 | -509 | -100.0% | -$17.91万 | 清仓 |
| MCO | MOODYS CORP COM | $0 | 0.00% | 0 | -406 | -100.0% | -$17.73万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -352 | -100.0% | -$17.30万 | 清仓 |
| PEP | PEPSICO INC COM | $0 | 0.00% | 0 | -1,110 | -100.0% | -$17.23万 | 清仓 |
| FCAL | FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF | $0 | 0.00% | 0 | -3,494 | -100.0% | -$17.08万 | 清仓 |
| ABNB | AIRBNB INC COM CL A | $0 | 0.00% | 0 | -1,344 | -100.0% | -$16.97万 | 清仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $0 | 0.00% | 0 | -927 | -100.0% | -$16.82万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -361 | -100.0% | -$16.64万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -667 | -100.0% | -$16.21万 | 清仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $0 | 0.00% | 0 | -2,682 | -100.0% | -$16.21万 | 清仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -1,773 | -100.0% | -$16.05万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -3,206 | -100.0% | -$15.83万 | 清仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $0 | 0.00% | 0 | -2,179 | -100.0% | -$15.43万 | 清仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $0 | 0.00% | 0 | -1,088 | -100.0% | -$15.39万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -5,363 | -100.0% | -$15.06万 | 清仓 |
| — | FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF | $0 | 0.00% | 0 | -5,350 | -100.0% | -$14.56万 | 清仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $0 | 0.00% | 0 | -3,242 | -100.0% | -$14.10万 | 清仓 |
| SBUX | STARBUCKS CORP COM | $0 | 0.00% | 0 | -1,562 | -100.0% | -$13.99万 | 清仓 |
| DOCS | DOXIMITY INC CL A | $0 | 0.00% | 0 | -5,936 | -100.0% | -$13.83万 | 清仓 |
| — | FIRST TRUST S&P REIT INDEX FUND | $0 | 0.00% | 0 | -4,852 | -100.0% | -$13.81万 | 清仓 |
| TM | TOYOTA MOTOR CORP ADS | $0 | 0.00% | 0 | -646 | -100.0% | -$13.31万 | 清仓 |
| VTV | VANGUARD VALUE ETF | $0 | 0.00% | 0 | -674 | -100.0% | -$13.22万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -583 | -100.0% | -$13.18万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | -473 | -100.0% | -$13.14万 | 清仓 |
| WELL | WELLTOWER INC COM | $0 | 0.00% | 0 | -658 | -100.0% | -$13.01万 | 清仓 |
| SO | SOUTHERN CO COM | $0 | 0.00% | 0 | -1,320 | -100.0% | -$12.74万 | 清仓 |
| APP | APPLOVIN CORP COM CL A | $0 | 0.00% | 0 | -315 | -100.0% | -$12.54万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -280 | -100.0% | -$12.50万 | 清仓 |
| JPIE | JPMORGAN INCOME ETF | $0 | 0.00% | 0 | -2,702 | -100.0% | -$12.45万 | 清仓 |
| CME | CME GROUP INC COM | $0 | 0.00% | 0 | -420 | -100.0% | -$12.40万 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -1,201 | -100.0% | -$12.33万 | 清仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $0 | 0.00% | 0 | -1,112 | -100.0% | -$12.32万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $0 | 0.00% | 0 | -159 | -100.0% | -$12.29万 | 清仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $0 | 0.00% | 0 | -2,566 | -100.0% | -$12.20万 | 清仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $0 | 0.00% | 0 | -1,111 | -100.0% | -$12.20万 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $0 | 0.00% | 0 | -2,533 | -100.0% | -$12.17万 | 清仓 |
| ARKK | ARK INNOVATION ETF | $0 | 0.00% | 0 | -1,797 | -100.0% | -$12.15万 | 清仓 |
| SPGI | S&P GLOBAL INC COM | $0 | 0.00% | 0 | -285 | -100.0% | -$12.12万 | 清仓 |
| MO | ALTRIA GROUP INC COM | $0 | 0.00% | 0 | -1,833 | -100.0% | -$12.10万 | 清仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $0 | 0.00% | 0 | -5,196 | -100.0% | -$12.02万 | 清仓 |
| WMB | WILLIAMS COS INC COM | $0 | 0.00% | 0 | -1,640 | -100.0% | -$11.94万 | 清仓 |
| VV | VANGUARD LARGE-CAP ETF | $0 | 0.00% | 0 | -394 | -100.0% | -$11.77万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $0 | 0.00% | 0 | -4,944 | -100.0% | -$11.71万 | 清仓 |
| BLK | BLACKROCK INC COM | $0 | 0.00% | 0 | -120 | -100.0% | -$11.55万 | 清仓 |
| IYE | ISHARES U.S. ENERGY ETF | $0 | 0.00% | 0 | -1,778 | -100.0% | -$11.52万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP COM | $0 | 0.00% | 0 | -1,221 | -100.0% | -$11.47万 | 清仓 |
| VLO | VALERO ENERGY CORP COM | $0 | 0.00% | 0 | -464 | -100.0% | -$11.47万 | 清仓 |
| O | REALTY INCOME CORP COM | $0 | 0.00% | 0 | -1,869 | -100.0% | -$11.44万 | 清仓 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | -479 | -100.0% | -$11.32万 | 清仓 |
| NEM | NEWMONT CORP COM | $0 | 0.00% | 0 | -1,036 | -100.0% | -$11.21万 | 清仓 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | -860 | -100.0% | -$11.08万 | 清仓 |
| PGR | PROGRESSIVE CORP COM | $0 | 0.00% | 0 | -555 | -100.0% | -$11.01万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,871 | -100.0% | -$10.94万 | 清仓 |
| CB | CHUBB LTD SWITZ COM | $0 | 0.00% | 0 | -333 | -100.0% | -$10.85万 | 清仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $0 | 0.00% | 0 | -233 | -100.0% | -$10.79万 | 清仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $0 | 0.00% | 0 | -883 | -100.0% | -$10.71万 | 清仓 |
| PLD | PROLOGIS INC. COM | $0 | 0.00% | 0 | -806 | -100.0% | -$10.65万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $0 | 0.00% | 0 | -255 | -100.0% | -$10.61万 | 清仓 |
| PSX | PHILLIPS 66 COM | $0 | 0.00% | 0 | -580 | -100.0% | -$10.57万 | 清仓 |