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 |
|---|---|---|---|---|---|---|---|---|
| E | ENI SPA SPONSORED ADR | $5.83万 | 0.01% | 1,029 | 1,029 | — | $5.83万 | 新建仓 |
| EQT | EQT CORP COM | $5.82万 | 0.01% | 915 | 915 | — | $5.82万 | 新建仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $5.80万 | 0.01% | 2,310 | 2,310 | — | $5.80万 | 新建仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $5.78万 | 0.01% | 769 | 769 | — | $5.78万 | 新建仓 |
| — | GLOBAL X FINTECH ETF | $5.74万 | 0.01% | 2,484 | 2,484 | — | $5.74万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $5.73万 | 0.01% | 231 | 231 | — | $5.73万 | 新建仓 |
| ALL | ALLSTATE CORP COM | $5.66万 | 0.01% | 273 | 273 | — | $5.66万 | 新建仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $5.65万 | 0.01% | 1,160 | 1,160 | — | $5.65万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $5.62万 | 0.01% | 116 | 116 | — | $5.62万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $5.62万 | 0.01% | 277 | 277 | — | $5.62万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $5.59万 | 0.01% | 599 | 599 | — | $5.59万 | 新建仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $5.53万 | 0.01% | 954 | 954 | — | $5.53万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $5.52万 | 0.01% | 127 | 127 | — | $5.52万 | 新建仓 |
| MKSI | MKS INC. COM | $5.47万 | 0.01% | 238 | 238 | — | $5.47万 | 新建仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $5.42万 | 0.01% | 1,704 | 1,704 | — | $5.42万 | 新建仓 |
| MMM | 3M CO COM | $5.40万 | 0.01% | 372 | 372 | — | $5.40万 | 新建仓 |
| EBAY | EBAY INC. COM | $5.35万 | 0.01% | 588 | 588 | — | $5.35万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $5.35万 | 0.01% | 78 | 78 | — | $5.35万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $5.35万 | 0.01% | 828 | 828 | — | $5.35万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $5.35万 | 0.01% | 451 | 451 | — | $5.35万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $5.35万 | 0.01% | 282 | 282 | — | $5.35万 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $5.35万 | 0.01% | 573 | 573 | — | $5.35万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $5.34万 | 0.01% | 6,728 | 6,728 | — | $5.34万 | 新建仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $5.34万 | 0.01% | 482 | 482 | — | $5.34万 | 新建仓 |
| BCS | BARCLAYS PLC ADR | $5.33万 | 0.01% | 2,517 | 2,517 | — | $5.33万 | 新建仓 |
| CMI | CUMMINS INC COM | $5.32万 | 0.01% | 99 | 99 | — | $5.32万 | 新建仓 |
| TRP | TC ENERGY CORP COM | $5.28万 | 0.01% | 843 | 843 | — | $5.28万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $5.25万 | 0.01% | 134 | 134 | — | $5.25万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $5.20万 | 0.01% | 1,708 | 1,708 | — | $5.20万 | 新建仓 |
| SLB | SLB LIMITED COM STK | $5.20万 | 0.01% | 1,012 | 1,012 | — | $5.20万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5.16万 | 0.01% | 206 | 206 | — | $5.16万 | 新建仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $5.15万 | 0.01% | 609 | 609 | — | $5.15万 | 新建仓 |
| SRE | SEMPRA COM | $5.15万 | 0.01% | 530 | 530 | — | $5.15万 | 新建仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $5.15万 | 0.01% | 200 | 200 | — | $5.15万 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $5.09万 | 0.01% | 1,506 | 1,506 | — | $5.09万 | 新建仓 |
| FTNT | FORTINET INC COM | $5.09万 | 0.01% | 622 | 622 | — | $5.09万 | 新建仓 |
| — | HARTFORD MULTIFACTOR EMERGING MARKETS ETF | $5.06万 | 0.01% | 1,633 | 1,633 | — | $5.06万 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $5.06万 | 0.01% | 637 | 637 | — | $5.06万 | 新建仓 |
| CTAS | CINTAS CORP COM | $5.04万 | 0.01% | 298 | 298 | — | $5.04万 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $5.02万 | 0.01% | 460 | 460 | — | $5.02万 | 新建仓 |
| HAL | HALLIBURTON CO COM | $4.98万 | 0.01% | 1,277 | 1,277 | — | $4.98万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $4.92万 | 0.01% | 175 | 175 | — | $4.92万 | 新建仓 |
| AMT | AMERICAN TOWER CORP COM | $4.89万 | 0.01% | 283 | 283 | — | $4.89万 | 新建仓 |
| FAST | FASTENAL CO COM | $4.87万 | 0.01% | 1,049 | 1,049 | — | $4.87万 | 新建仓 |
| UBS | UBS GROUP AG SHS | $4.83万 | 0.01% | 1,237 | 1,237 | — | $4.83万 | 新建仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $4.82万 | 0.01% | 1,038 | 1,038 | — | $4.82万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $4.73万 | 0.01% | 182 | 182 | — | $4.73万 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $4.71万 | 0.01% | 1,807 | 1,807 | — | $4.71万 | 新建仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $4.69万 | 0.01% | 960 | 960 | — | $4.69万 | 新建仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $4.69万 | 0.01% | 367 | 367 | — | $4.69万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $4.67万 | 0.01% | 132 | 132 | — | $4.67万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $4.66万 | 0.01% | 754 | 754 | — | $4.66万 | 新建仓 |
| — | FIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF | $4.66万 | 0.01% | 1,252 | 1,252 | — | $4.66万 | 新建仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $4.64万 | 0.01% | 651 | 651 | — | $4.64万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $4.62万 | 0.01% | 134 | 134 | — | $4.62万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $4.60万 | 0.01% | 663 | 663 | — | $4.60万 | 新建仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $4.59万 | 0.01% | 609 | 609 | — | $4.59万 | 新建仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $4.57万 | 0.01% | 2,186 | 2,186 | — | $4.57万 | 新建仓 |
| PAYX | PAYCHEX INC COM | $4.48万 | 0.01% | 486 | 486 | — | $4.48万 | 新建仓 |
| ADSK | AUTODESK INC COM | $4.47万 | 0.01% | 187 | 187 | — | $4.47万 | 新建仓 |
| — | FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF | $4.46万 | 0.01% | 866 | 866 | — | $4.46万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $4.40万 | 0.01% | 336 | 336 | — | $4.40万 | 新建仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $4.39万 | 0.01% | 906 | 906 | — | $4.39万 | 新建仓 |
| MELI | MERCADOLIBRE INC COM | $4.32万 | 0.01% | 25 | 25 | — | $4.32万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $4.32万 | 0.01% | 439 | 439 | — | $4.32万 | 新建仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $4.30万 | 0.01% | 542 | 542 | — | $4.30万 | 新建仓 |
| AME | AMETEK INC COM | $4.29万 | 0.01% | 200 | 200 | — | $4.29万 | 新建仓 |
| MTB | M & T BK CORP COM | $4.24万 | 0.01% | 205 | 205 | — | $4.24万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $4.22万 | 0.01% | 322 | 322 | — | $4.22万 | 新建仓 |
| AMLP | ALERIAN MLP ETF | $4.21万 | 0.01% | 800 | 800 | — | $4.21万 | 新建仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $4.19万 | 0.01% | 261 | 261 | — | $4.19万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $4.14万 | 0.01% | 8,238 | 8,238 | — | $4.14万 | 新建仓 |
| HSY | HERSHEY CO COM | $4.14万 | 0.01% | 199 | 199 | — | $4.14万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $4.13万 | 0.01% | 144 | 144 | — | $4.13万 | 新建仓 |
| GERN | GERON CORP COM | $4.09万 | 0.01% | 27,444 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $4.09万 | 0.01% | 843 | 843 | — | $4.09万 | 新建仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $4.08万 | 0.01% | 500 | 500 | — | $4.08万 | 新建仓 |
| TRGP | TARGA RES CORP COM | $4.07万 | 0.01% | 162 | 162 | — | $4.07万 | 新建仓 |
| EOG | EOG RES INC COM | $4.06万 | 0.01% | 281 | 281 | — | $4.06万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $4.05万 | 0.01% | 876 | 876 | — | $4.05万 | 新建仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $4.03万 | 0.01% | 2,154 | 2,154 | — | $4.03万 | 新建仓 |
| NDAQ | NASDAQ INC COM | $4.03万 | 0.01% | 475 | 475 | — | $4.03万 | 新建仓 |
| PHM | PULTE GROUP INC COM | $4.02万 | 0.01% | 342 | 342 | — | $4.02万 | 新建仓 |
| WAB | WABTEC COM | $4.00万 | 0.01% | 160 | 160 | — | $4.00万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $4.00万 | 0.01% | 142 | 142 | — | $4.00万 | 新建仓 |
| IEV | ISHARES EUROPE ETF | $3.99万 | 0.01% | 587 | 587 | — | $3.99万 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $3.98万 | 0.01% | 294 | 294 | — | $3.98万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $3.97万 | 0.01% | 242 | 242 | — | $3.97万 | 新建仓 |
| NRG | NRG ENERGY INC COM NEW | $3.96万 | 0.01% | 271 | 271 | — | $3.96万 | 新建仓 |
| SNY | SANOFI SA SPONSORED ADR | $3.96万 | 0.01% | 822 | 822 | — | $3.96万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $3.94万 | 0.01% | 123 | 123 | — | $3.94万 | 新建仓 |
| TER | TERADYNE INC COM | $3.91万 | 0.01% | 132 | 132 | — | $3.91万 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $3.89万 | 0.01% | 847 | 847 | — | $3.89万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $3.87万 | 0.01% | 133 | 133 | — | $3.87万 | 新建仓 |
| CI | THE CIGNA GROUP COM | $3.87万 | 0.01% | 145 | 145 | — | $3.87万 | 新建仓 |
| EMN | EASTMAN CHEM CO COM | $3.85万 | 0.01% | 504 | 504 | — | $3.85万 | 新建仓 |
| COHR | COHERENT CORP COM | $3.84万 | 0.01% | 161 | 161 | — | $3.84万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $3.83万 | 0.01% | 509 | 509 | — | $3.83万 | 新建仓 |
| GPZ | VANECK ALTERNATIVE ASSET MANAGER ETF | $3.82万 | 0.01% | 1,778 | 1,778 | — | $3.82万 | 新建仓 |
| KR | KROGER CO COM | $3.81万 | 0.01% | 527 | 527 | — | $3.81万 | 新建仓 |