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 |
|---|---|---|---|---|---|---|---|---|
| ICVT | ISHARES CONVERTIBLE BOND ETF | $0 | 0.00% | 0 | -607 | -100.0% | -$6.18万 | 清仓 |
| YUM | YUM BRANDS INC COM | $0 | 0.00% | 0 | -395 | -100.0% | -$6.14万 | 清仓 |
| FDX | FEDEX CORP COM | $0 | 0.00% | 0 | -172 | -100.0% | -$6.14万 | 清仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $0 | 0.00% | 0 | -296 | -100.0% | -$6.09万 | 清仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $0 | 0.00% | 0 | -2,206 | -100.0% | -$6.06万 | 清仓 |
| ENB | ENBRIDGE INC COM | $0 | 0.00% | 0 | -1,112 | -100.0% | -$6.02万 | 清仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $0 | 0.00% | 0 | -1,812 | -100.0% | -$6.02万 | 清仓 |
| — | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | $0 | 0.00% | 0 | -1,031 | -100.0% | -$5.96万 | 清仓 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.96万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -343 | -100.0% | -$5.95万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $0 | 0.00% | 0 | -292 | -100.0% | -$5.93万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $0 | 0.00% | 0 | -815 | -100.0% | -$5.91万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC COM | $0 | 0.00% | 0 | -2,052 | -100.0% | -$5.84万 | 清仓 |
| E | ENI SPA SPONSORED ADR | $0 | 0.00% | 0 | -1,029 | -100.0% | -$5.83万 | 清仓 |
| EQT | EQT CORP COM | $0 | 0.00% | 0 | -915 | -100.0% | -$5.82万 | 清仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -2,310 | -100.0% | -$5.80万 | 清仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $0 | 0.00% | 0 | -769 | -100.0% | -$5.78万 | 清仓 |
| — | GLOBAL X FINTECH ETF | $0 | 0.00% | 0 | -2,484 | -100.0% | -$5.74万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -231 | -100.0% | -$5.73万 | 清仓 |
| ALL | ALLSTATE CORP COM | $0 | 0.00% | 0 | -273 | -100.0% | -$5.66万 | 清仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $0 | 0.00% | 0 | -1,160 | -100.0% | -$5.65万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $0 | 0.00% | 0 | -116 | -100.0% | -$5.62万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $0 | 0.00% | 0 | -277 | -100.0% | -$5.62万 | 清仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $0 | 0.00% | 0 | -599 | -100.0% | -$5.59万 | 清仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $0 | 0.00% | 0 | -954 | -100.0% | -$5.53万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $0 | 0.00% | 0 | -127 | -100.0% | -$5.52万 | 清仓 |
| MKSI | MKS INC. COM | $0 | 0.00% | 0 | -238 | -100.0% | -$5.47万 | 清仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $0 | 0.00% | 0 | -1,704 | -100.0% | -$5.42万 | 清仓 |
| MMM | 3M CO COM | $0 | 0.00% | 0 | -372 | -100.0% | -$5.40万 | 清仓 |
| EBAY | EBAY INC. COM | $0 | 0.00% | 0 | -588 | -100.0% | -$5.35万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $0 | 0.00% | 0 | -78 | -100.0% | -$5.35万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $0 | 0.00% | 0 | -828 | -100.0% | -$5.35万 | 清仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -451 | -100.0% | -$5.35万 | 清仓 |
| DHR | DANAHER CORP DEL COM | $0 | 0.00% | 0 | -282 | -100.0% | -$5.35万 | 清仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $0 | 0.00% | 0 | -573 | -100.0% | -$5.35万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $0 | 0.00% | 0 | -6,728 | -100.0% | -$5.34万 | 清仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -482 | -100.0% | -$5.34万 | 清仓 |
| BCS | BARCLAYS PLC ADR | $0 | 0.00% | 0 | -2,517 | -100.0% | -$5.33万 | 清仓 |
| CMI | CUMMINS INC COM | $0 | 0.00% | 0 | -99 | -100.0% | -$5.32万 | 清仓 |
| TRP | TC ENERGY CORP COM | $0 | 0.00% | 0 | -843 | -100.0% | -$5.28万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $0 | 0.00% | 0 | -134 | -100.0% | -$5.25万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $0 | 0.00% | 0 | -1,708 | -100.0% | -$5.20万 | 清仓 |
| SLB | SLB LIMITED COM STK | $0 | 0.00% | 0 | -1,012 | -100.0% | -$5.20万 | 清仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $0 | 0.00% | 0 | -206 | -100.0% | -$5.16万 | 清仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $0 | 0.00% | 0 | -609 | -100.0% | -$5.15万 | 清仓 |
| SRE | SEMPRA COM | $0 | 0.00% | 0 | -530 | -100.0% | -$5.15万 | 清仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$5.15万 | 清仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -1,506 | -100.0% | -$5.09万 | 清仓 |
| FTNT | FORTINET INC COM | $0 | 0.00% | 0 | -622 | -100.0% | -$5.09万 | 清仓 |
| — | HARTFORD MULTIFACTOR EMERGING MARKETS ETF | $0 | 0.00% | 0 | -1,633 | -100.0% | -$5.06万 | 清仓 |
| XEL | XCEL ENERGY INC COM | $0 | 0.00% | 0 | -637 | -100.0% | -$5.06万 | 清仓 |
| CTAS | CINTAS CORP COM | $0 | 0.00% | 0 | -298 | -100.0% | -$5.04万 | 清仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -460 | -100.0% | -$5.02万 | 清仓 |
| HAL | HALLIBURTON CO COM | $0 | 0.00% | 0 | -1,277 | -100.0% | -$4.98万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $0 | 0.00% | 0 | -175 | -100.0% | -$4.92万 | 清仓 |
| AMT | AMERICAN TOWER CORP COM | $0 | 0.00% | 0 | -283 | -100.0% | -$4.89万 | 清仓 |
| FAST | FASTENAL CO COM | $0 | 0.00% | 0 | -1,049 | -100.0% | -$4.87万 | 清仓 |
| UBS | UBS GROUP AG SHS | $0 | 0.00% | 0 | -1,237 | -100.0% | -$4.83万 | 清仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $0 | 0.00% | 0 | -1,038 | -100.0% | -$4.82万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $0 | 0.00% | 0 | -182 | -100.0% | -$4.73万 | 清仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $0 | 0.00% | 0 | -1,807 | -100.0% | -$4.71万 | 清仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $0 | 0.00% | 0 | -960 | -100.0% | -$4.69万 | 清仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $0 | 0.00% | 0 | -367 | -100.0% | -$4.69万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -132 | -100.0% | -$4.67万 | 清仓 |
| D | DOMINION ENERGY INC COM | $0 | 0.00% | 0 | -754 | -100.0% | -$4.66万 | 清仓 |
| — | FIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF | $0 | 0.00% | 0 | -1,252 | -100.0% | -$4.66万 | 清仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -651 | -100.0% | -$4.64万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -134 | -100.0% | -$4.62万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $0 | 0.00% | 0 | -663 | -100.0% | -$4.60万 | 清仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $0 | 0.00% | 0 | -609 | -100.0% | -$4.59万 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -2,186 | -100.0% | -$4.57万 | 清仓 |
| PAYX | PAYCHEX INC COM | $0 | 0.00% | 0 | -486 | -100.0% | -$4.48万 | 清仓 |
| ADSK | AUTODESK INC COM | $0 | 0.00% | 0 | -187 | -100.0% | -$4.47万 | 清仓 |
| — | FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -866 | -100.0% | -$4.46万 | 清仓 |
| EMR | EMERSON ELEC CO COM | $0 | 0.00% | 0 | -336 | -100.0% | -$4.40万 | 清仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $0 | 0.00% | 0 | -906 | -100.0% | -$4.39万 | 清仓 |
| MELI | MERCADOLIBRE INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$4.32万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $0 | 0.00% | 0 | -439 | -100.0% | -$4.32万 | 清仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -542 | -100.0% | -$4.30万 | 清仓 |
| AME | AMETEK INC COM | $0 | 0.00% | 0 | -200 | -100.0% | -$4.29万 | 清仓 |
| MTB | M & T BK CORP COM | $0 | 0.00% | 0 | -205 | -100.0% | -$4.24万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $0 | 0.00% | 0 | -322 | -100.0% | -$4.22万 | 清仓 |
| AMLP | ALERIAN MLP ETF | $0 | 0.00% | 0 | -800 | -100.0% | -$4.21万 | 清仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $0 | 0.00% | 0 | -261 | -100.0% | -$4.19万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $0 | 0.00% | 0 | -8,238 | -100.0% | -$4.14万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -199 | -100.0% | -$4.14万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP COM | $0 | 0.00% | 0 | -144 | -100.0% | -$4.13万 | 清仓 |
| GERN | GERON CORP COM | $0 | 0.00% | 0 | -27,444 | -100.0% | -$4.09万 | 清仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $0 | 0.00% | 0 | -843 | -100.0% | -$4.09万 | 清仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $0 | 0.00% | 0 | -500 | -100.0% | -$4.08万 | 清仓 |
| TRGP | TARGA RES CORP COM | $0 | 0.00% | 0 | -162 | -100.0% | -$4.07万 | 清仓 |
| EOG | EOG RES INC COM | $0 | 0.00% | 0 | -281 | -100.0% | -$4.06万 | 清仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $0 | 0.00% | 0 | -876 | -100.0% | -$4.05万 | 清仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $0 | 0.00% | 0 | -2,154 | -100.0% | -$4.03万 | 清仓 |
| NDAQ | NASDAQ INC COM | $0 | 0.00% | 0 | -475 | -100.0% | -$4.03万 | 清仓 |
| PHM | PULTE GROUP INC COM | $0 | 0.00% | 0 | -342 | -100.0% | -$4.02万 | 清仓 |
| WAB | WABTEC COM | $0 | 0.00% | 0 | -160 | -100.0% | -$4.00万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -142 | -100.0% | -$4.00万 | 清仓 |
| IEV | ISHARES EUROPE ETF | $0 | 0.00% | 0 | -587 | -100.0% | -$3.99万 | 清仓 |
| CBRE | CBRE GROUP INC CL A | $0 | 0.00% | 0 | -294 | -100.0% | -$3.98万 | 清仓 |