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Twin Peaks Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Twin Peaks Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0002006218
持仓数
2,369
前50大市值合计
$278.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 127 项
建仓 11
增持 63
减持 44
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.1M
61,350
+8%
增持
IVW
ISHARES TR
+$2.1M
42,116
+103%
增持
AVGO
BROADCOM INC
+$1.6M
1,306
+260%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
NVDA
NVIDIA CORPORATION
+$1.3M
41,180
+893%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
3,605
+211%
增持
EFG
ISHARES TR
+$1.2M
27,299
+78%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
249,512
+15%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.1M
114,896
-14%
增持
META
META PLATFORMS INC
+$941.1K
15,763
+9%
增持
IVV
ISHARES TR
+$881.0K
19,258
+5%
增持
DYNF
BLACKROCK ETF TRUST
+$764.4K
66,194
+25%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$728.7K
14,744
增持
MSFT
MICROSOFT CORP
+$728.1K
12,866
+8%
增持
QUAL
ISHARES TR
+$701.7K
21,154
+19%
增持
IEMG
ISHARES INC
+$663.7K
32,031
+57%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$541.8K
246,143
-4%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$533.8K
84,518
+22%
增持
FPE
FIRST TR EXCH TRADED FD III
+$517.7K
316,961
+10%
增持
IUSB
ISHARES TR
+$515.7K
126,904
+11%
增持
BND
VANGUARD BD INDEX FDS
+$482.0K
11,452
+142%
增持
GOOG
ALPHABET INC
+$457.0K
11,952
+5%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$444.3K
56,238
+22%
增持
GOOGL
ALPHABET INC
+$423.4K
10,944
+5%
减持
EFV
ISHARES TR
-$420.3K
23,009
-24%
增持
IYW
ISHARES TR
+$417.2K
10,613
+21%
建仓
DELL
DELL TECHNOLOGIES INC
+$397.6K
2,883
减持
AGG
ISHARES TR
-$383.7K
7,913
-33%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
-$376.6K
43,293
-2%
增持
VO
VANGUARD INDEX FDS
+$355.6K
2,566
+141%
清仓
ARKK
ARK ETF TR
-$354.5K
0
-100%
增持
IVE
ISHARES TR
+$347.0K
9,483
+28%
清仓
IUSV
ISHARES TR
-$315.6K
0
-100%
清仓
IXC
ISHARES TR
-$309.5K
0
-100%
增持
TSLA
TESLA INC
+$297.6K
9,047
+7%
减持
CRM
SALESFORCE INC
-$277.0K
4,760
-4%
建仓
FTRB
FEDERATED HERMES ETF TRUST
+$266.8K
10,766
增持
EMXC
ISHARES INC
+$259.9K
16,673
+32%
清仓
JNJ
JOHNSON & JOHNSON
-$252.2K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$251.3K
13,503
+32%
建仓
UNH
UNITEDHEALTH GROUP INC
+$249.2K
489
清仓
EMB
ISHARES TR
-$246.8K
0
-100%
清仓
USMV
ISHARES TR
-$242.5K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$241.6K
4,965
增持
FCAL
FIRST TR EXCH TRADED FD III
+$241.0K
12,959
+61%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$226.6K
11,091
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$222.4K
3,550
建仓
—
DISCOVER FINL SVCS
+$220.9K
1,689
建仓
COWZ
PACER FDS TR
+$219.9K
4,034
清仓
GILD
GILEAD SCIENCES INC
-$219.8K
0
-100%
清仓
HD
HOME DEPOT INC
-$210.2K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$206.3K
1,490
清仓
SQ
BLOCK INC
-$203.5K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$200.8K
1,100
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$182.3K
12,555
+43%
增持
VB
VANGUARD INDEX FDS
+$166.8K
3,835
+31%
减持
SPYM
SPDR SER TR
-$166.5K
14,031
-19%
增持
CALF
PACER FDS TR
+$165.3K
16,505
+47%
增持
MBB
ISHARES TR
+$156.8K
14,953
+14%
减持
QQQ
INVESCO QQQ TR
+$144.6K
9,974
-4%
增持
IJH
ISHARES TR
+$138.2K
22,544
+16%
增持
NFLX
NETFLIX INC
+$131.4K
893
+15%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$125.6K
23,925
-4%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$123.4K
6,554
-5%
减持
AMZN
AMAZON COM INC
+$122.7K
29,443
-5%
增持
TLT
ISHARES TR
+$115.5K
9,617
+19%
减持
MDB
MONGODB INC
-$103.5K
949
-0%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$96.5K
60,959
+9%
减持
DIS
DISNEY WALT CO
-$93.7K
2,368
-12%
减持
HEFA
ISHARES TR
-$90.4K
16,138
-15%
减持
LLY
ELI LILLY & CO
+$86.1K
712
-1%
增持
COST
COSTCO WHSL CORP NEW
+$82.8K
443
+10%
增持
IUSG
ISHARES TR
+$81.1K
7,283
+1%
增持
—
GRITSTONE BIO INC
-$75.3K
45,811
+14%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$73.2K
4,800
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$71.7K
2,900
-3%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$71.1K
6,221
+9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$69.9K
3,071
-2%
增持
ADBE
ADOBE INC
+$69.5K
928
+5%
增持
BINC
BLACKROCK ETF TRUST II
+$66.5K
9,024
+17%
减持
FBND
FIDELITY MERRIMACK STR TR
-$63.7K
36,318
-3%
减持
BOND
PIMCO ETF TR
-$61.7K
6,193
-9%
增持
KLAC
KLA CORP
+$59.2K
442
+1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$57.4K
221,056
+2%
减持
MCD
MCDONALDS CORP
-$57.0K
1,041
-9%
减持
VGT
VANGUARD WORLD FD
-$55.2K
501
-24%
增持
IFRA
ISHARES TR
+$51.4K
8,711
+20%
减持
XSHQ
INVESCO EXCH TRADED FD TR II
-$51.3K
15,372
-2%
减持
WCLD
WISDOMTREE TR
-$50.2K
9,084
-6%
减持
SHOP
SHOPIFY INC
-$49.2K
4,137
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$48.4K
701
+2%
减持
IEFA
ISHARES TR
-$48.3K
2,948
-17%
增持
MCK
MCKESSON CORP
+$47.2K
931
+1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$45.7K
30,453
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$42.7K
1,909
+11%
增持
PG
PROCTER AND GAMBLE CO
+$40.0K
1,977
+12%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$37.3K
8,151
+12%
减持
ABBV
ABBVIE INC
-$36.8K
2,274
-3%
增持
UBER
UBER TECHNOLOGIES INC
-$34.5K
10,310
+1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$33.9K
17,657
-1%
增持
FRI
FIRST TR S&P REIT INDEX FD
+$32.9K
10,970
+15%
减持
TWLO
TWILIO INC
-$31.1K
5,278
-2%
减持
IWF
ISHARES TR
-$29.3K
1,625
-12%
减持
BBIN
J P MORGAN EXCHANGE TRADED F
-$27.2K
4,940
-7%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$26.9K
12,397
-2%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$21.2K
15,503
+11%
增持
SPTI
SPDR SER TR
+$20.3K
32,984
+3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$20.2K
74,495
+0%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$19.7K
2,758
-0%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$19.0K
57,705
-3%
增持
ACWX
ISHARES TR
+$17.4K
9,814
+4%
减持
VXUS
VANGUARD STAR FDS
-$16.2K
16,209
-2%
减持
FDNI
FIRST TR EXCHANGE TRADED FD
-$15.9K
12,971
-7%
增持
V
VISA INC
+$15.8K
1,520
+11%
减持
ESGU
ISHARES TR
-$14.8K
1,750
-10%
减持
XSOE
WISDOMTREE TR
+$14.6K
21,730
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$13.6K
8,360
-4%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$13.3K
2,311
-4%
减持
INTU
INTUIT
-$12.8K
664
-4%
减持
AMAT
APPLIED MATLS INC
+$11.8K
1,027
-8%
减持
VTI
VANGUARD INDEX FDS
+$9.7K
2,058
-1%
减持
MCO
MOODYS CORP
+$7.1K
959
-5%
增持
ABNB
AIRBNB INC
-$5.7K
2,096
+7%
增持
PTRB
PGIM ETF TR
-$4.9K
17,719
+0%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.4K
7,118
+2%
增持
SOFI
SOFI TECHNOLOGIES INC
-$978
11,997
+9%
增持
GOVT
ISHARES TR
-$150
12,134
+1%
增持
IWP
ISHARES TR
-$38
3,194
+3%
