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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC CL C | $0 | 0.00% | 0 | -242 | -100.0% | -$3.97万 | 清仓 |
| SNY | SANOFI SA SPONSORED ADR | $0 | 0.00% | 0 | -822 | -100.0% | -$3.96万 | 清仓 |
| NRG | NRG ENERGY INC COM NEW | $0 | 0.00% | 0 | -271 | -100.0% | -$3.96万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO COM | $0 | 0.00% | 0 | -123 | -100.0% | -$3.94万 | 清仓 |
| TER | TERADYNE INC COM | $0 | 0.00% | 0 | -132 | -100.0% | -$3.91万 | 清仓 |
| TFC | TRUIST FINL CORP COM | $0 | 0.00% | 0 | -847 | -100.0% | -$3.89万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $0 | 0.00% | 0 | -133 | -100.0% | -$3.87万 | 清仓 |
| CI | THE CIGNA GROUP COM | $0 | 0.00% | 0 | -145 | -100.0% | -$3.87万 | 清仓 |
| EMN | EASTMAN CHEM CO COM | $0 | 0.00% | 0 | -504 | -100.0% | -$3.85万 | 清仓 |
| COHR | COHERENT CORP COM | $0 | 0.00% | 0 | -161 | -100.0% | -$3.84万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $0 | 0.00% | 0 | -509 | -100.0% | -$3.83万 | 清仓 |
| GPZ | VANECK ALTERNATIVE ASSET MANAGER ETF | $0 | 0.00% | 0 | -1,778 | -100.0% | -$3.82万 | 清仓 |
| KR | KROGER CO COM | $0 | 0.00% | 0 | -527 | -100.0% | -$3.81万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $0 | 0.00% | 0 | -476 | -100.0% | -$3.81万 | 清仓 |
| VTR | VENTAS INC COM | $0 | 0.00% | 0 | -465 | -100.0% | -$3.80万 | 清仓 |
| NOK | NOKIA CORP SPONSORED ADR | $0 | 0.00% | 0 | -4,721 | -100.0% | -$3.80万 | 清仓 |
| ETR | ENTERGY CORP NEW COM | $0 | 0.00% | 0 | -337 | -100.0% | -$3.79万 | 清仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $0 | 0.00% | 0 | -3,347 | -100.0% | -$3.77万 | 清仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $0 | 0.00% | 0 | -937 | -100.0% | -$3.76万 | 清仓 |
| FIX | COMFORT SYS USA INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$3.72万 | 清仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -397 | -100.0% | -$3.72万 | 清仓 |
| TGT | TARGET CORP COM | $0 | 0.00% | 0 | -307 | -100.0% | -$3.72万 | 清仓 |
| PCAR | PACCAR INC COM | $0 | 0.00% | 0 | -321 | -100.0% | -$3.71万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -600 | -100.0% | -$3.68万 | 清仓 |
| ATO | ATMOS ENERGY CORP COM | $0 | 0.00% | 0 | -199 | -100.0% | -$3.68万 | 清仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $0 | 0.00% | 0 | -384 | -100.0% | -$3.67万 | 清仓 |
| — | FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER | $0 | 0.00% | 0 | -1,514 | -100.0% | -$3.64万 | 清仓 |
| B | BARRICK MNG CORP COM SHS | $0 | 0.00% | 0 | -887 | -100.0% | -$3.62万 | 清仓 |
| FITB | FIFTH THIRD BANCORP COM | $0 | 0.00% | 0 | -777 | -100.0% | -$3.61万 | 清仓 |
| CW | CURTISS WRIGHT CORP COM | $0 | 0.00% | 0 | -53 | -100.0% | -$3.61万 | 清仓 |
| IX | ORIX CORP SPONSORED ADR | $0 | 0.00% | 0 | -1,200 | -100.0% | -$3.60万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $0 | 0.00% | 0 | -1,509 | -100.0% | -$3.59万 | 清仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $0 | 0.00% | 0 | -510 | -100.0% | -$3.56万 | 清仓 |
| ASB | ASSOCIATED BANC-CORP COM | $0 | 0.00% | 0 | -1,369 | -100.0% | -$3.54万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $0 | 0.00% | 0 | -323 | -100.0% | -$3.52万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $0 | 0.00% | 0 | -675 | -100.0% | -$3.51万 | 清仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $0 | 0.00% | 0 | -1,458 | -100.0% | -$3.48万 | 清仓 |
| HLN | HALEON PLC SPON ADS | $0 | 0.00% | 0 | -3,456 | -100.0% | -$3.46万 | 清仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $0 | 0.00% | 0 | -1,306 | -100.0% | -$3.43万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL COM | $0 | 0.00% | 0 | -504 | -100.0% | -$3.43万 | 清仓 |
| BMO | BANK MONTREAL MEDIUM COM | $0 | 0.00% | 0 | -252 | -100.0% | -$3.41万 | 清仓 |
| AON | AON PLC SHS CL A | $0 | 0.00% | 0 | -106 | -100.0% | -$3.41万 | 清仓 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $0 | 0.00% | 0 | -622 | -100.0% | -$3.41万 | 清仓 |
| BCPC | BALCHEM CORP COM | $0 | 0.00% | 0 | -200 | -100.0% | -$3.39万 | 清仓 |
| NTAP | NETAPP INC COM | $0 | 0.00% | 0 | -331 | -100.0% | -$3.39万 | 清仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $0 | 0.00% | 0 | -1,286 | -100.0% | -$3.38万 | 清仓 |
| DHI | D R HORTON INC COM | $0 | 0.00% | 0 | -246 | -100.0% | -$3.37万 | 清仓 |
| INDA | ISHARES MSCI INDIA ETF | $0 | 0.00% | 0 | -714 | -100.0% | -$3.35万 | 清仓 |
| ADC | AGREE RLTY CORP COM | $0 | 0.00% | 0 | -443 | -100.0% | -$3.34万 | 清仓 |
| MET | METLIFE INC COM | $0 | 0.00% | 0 | -471 | -100.0% | -$3.33万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $0 | 0.00% | 0 | -2,115 | -100.0% | -$3.31万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $0 | 0.00% | 0 | -92 | -100.0% | -$3.30万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$3.28万 | 清仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $0 | 0.00% | 0 | -868 | -100.0% | -$3.25万 | 清仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $0 | 0.00% | 0 | -155 | -100.0% | -$3.24万 | 清仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $0 | 0.00% | 0 | -140 | -100.0% | -$3.23万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $0 | 0.00% | 0 | -54 | -100.0% | -$3.20万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $0 | 0.00% | 0 | -144 | -100.0% | -$3.20万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $0 | 0.00% | 0 | -1,521 | -100.0% | -$3.16万 | 清仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $0 | 0.00% | 0 | -448 | -100.0% | -$3.15万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $0 | 0.00% | 0 | -161 | -100.0% | -$3.15万 | 清仓 |
| KGC | KINROSS GOLD CORP COM | $0 | 0.00% | 0 | -1,026 | -100.0% | -$3.13万 | 清仓 |
| VRSN | VERISIGN INC COM | $0 | 0.00% | 0 | -126 | -100.0% | -$3.13万 | 清仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $0 | 0.00% | 0 | -1,258 | -100.0% | -$3.12万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $0 | 0.00% | 0 | -158 | -100.0% | -$3.12万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $0 | 0.00% | 0 | -1,439 | -100.0% | -$3.12万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $0 | 0.00% | 0 | -144 | -100.0% | -$3.12万 | 清仓 |
| BWA | BORGWARNER INC COM | $0 | 0.00% | 0 | -574 | -100.0% | -$3.11万 | 清仓 |
| IR | INGERSOLL RAND INC COM | $0 | 0.00% | 0 | -388 | -100.0% | -$3.11万 | 清仓 |
| JBL | JABIL INC COM | $0 | 0.00% | 0 | -117 | -100.0% | -$3.11万 | 清仓 |
| STT | STATE STR CORP COM | $0 | 0.00% | 0 | -245 | -100.0% | -$3.10万 | 清仓 |
| BDX | BECTON DICKINSON & CO COM | $0 | 0.00% | 0 | -197 | -100.0% | -$3.10万 | 清仓 |
| VMC | VULCAN MATLS CO COM | $0 | 0.00% | 0 | -113 | -100.0% | -$3.08万 | 清仓 |
| FN | FABRINET SHS | $0 | 0.00% | 0 | -59 | -100.0% | -$3.08万 | 清仓 |
| EXC | EXELON CORP COM | $0 | 0.00% | 0 | -627 | -100.0% | -$3.07万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $0 | 0.00% | 0 | -105 | -100.0% | -$3.07万 | 清仓 |
| ALB | ALBEMARLE CORP COM | $0 | 0.00% | 0 | -171 | -100.0% | -$3.07万 | 清仓 |
| URI | UNITED RENTALS INC COM | $0 | 0.00% | 0 | -42 | -100.0% | -$3.06万 | 清仓 |
| SSRM | SSR MINING IN COM | $0 | 0.00% | 0 | -1,041 | -100.0% | -$3.06万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $0 | 0.00% | 0 | -895 | -100.0% | -$3.06万 | 清仓 |
| VST | VISTRA CORP COM | $0 | 0.00% | 0 | -203 | -100.0% | -$3.05万 | 清仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $0 | 0.00% | 0 | -2,044 | -100.0% | -$3.05万 | 清仓 |
| DAL | DELTA AIR LINES INC COM NEW | $0 | 0.00% | 0 | -456 | -100.0% | -$3.03万 | 清仓 |
| NTRS | NORTHERN TR CORP COM | $0 | 0.00% | 0 | -215 | -100.0% | -$3.00万 | 清仓 |
| CASY | CASEYS GEN STORES INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$2.98万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $0 | 0.00% | 0 | -368 | -100.0% | -$2.98万 | 清仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $0 | 0.00% | 0 | -304 | -100.0% | -$2.97万 | 清仓 |
| MDLZ | MONDELEZ INTL INC CL A | $0 | 0.00% | 0 | -515 | -100.0% | -$2.97万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $0 | 0.00% | 0 | -149 | -100.0% | -$2.95万 | 清仓 |
| CE | CELANESE CORP DEL COM | $0 | 0.00% | 0 | -448 | -100.0% | -$2.95万 | 清仓 |
| PLAB | PHOTRONICS INC COM | $0 | 0.00% | 0 | -728 | -100.0% | -$2.94万 | 清仓 |
| SLAB | SILICON LABORATORIES INC COM | $0 | 0.00% | 0 | -141 | -100.0% | -$2.93万 | 清仓 |
| RGLD | ROYAL GOLD INC COM | $0 | 0.00% | 0 | -115 | -100.0% | -$2.93万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $0 | 0.00% | 0 | -402 | -100.0% | -$2.92万 | 清仓 |
| NI | NISOURCE INC COM | $0 | 0.00% | 0 | -626 | -100.0% | -$2.92万 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $0 | 0.00% | 0 | -380 | -100.0% | -$2.91万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $0 | 0.00% | 0 | -49 | -100.0% | -$2.91万 | 清仓 |
| XYL | XYLEM INC COM | $0 | 0.00% | 0 | -243 | -100.0% | -$2.90万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $0 | 0.00% | 0 | -443 | -100.0% | -$2.90万 | 清仓 |
| IRM | IRON MTN INC DEL COM | $0 | 0.00% | 0 | -282 | -100.0% | -$2.88万 | 清仓 |