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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 132 项
建仓 12
增持 63
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IUSB
ISHARES TR
+$2.5M
174,042
+37%
增持
EFV
ISHARES TR
+$2.4M
63,706
+177%
增持
AVGO
BROADCOM INC
-$1.4M
3,816
+192%
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
GOVT
ISHARES TR
+$1.2M
64,690
+433%
增持
META
META PLATFORMS INC
+$1.2M
16,026
+2%
增持
IVV
ISHARES TR
+$1.1M
20,217
+5%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
277,465
+11%
增持
QUAL
ISHARES TR
+$1.0M
25,826
+22%
增持
DYNF
BLACKROCK ETF TRUST
+$961.8K
82,251
+24%
减持
AAPL
APPLE INC
+$933.1K
59,462
-3%
清仓
SPTI
SPDR SER TR
-$924.2K
0
-100%
建仓
DOCS
DOXIMITY INC
+$871.9K
20,011
减持
VOO
VANGUARD INDEX FDS
-$810.2K
1,881
-48%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$809.9K
252,130
+2%
增持
EMXC
ISHARES INC
+$779.2K
28,903
+73%
清仓
AGG
ISHARES TR
-$768.1K
0
-100%
增持
IVW
ISHARES TR
+$708.5K
48,103
+14%
增持
IVE
ISHARES TR
+$599.8K
11,796
+24%
增持
TSLA
TESLA INC
+$580.7K
9,062
+0%
清仓
HEFA
ISHARES TR
-$573.8K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$565.1K
5,980
-56%
增持
EFG
ISHARES TR
+$550.0K
31,052
+14%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$516.8K
99,347
+18%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$495.4K
4,417
-70%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$440.5K
107,020
-7%
增持
ACWX
ISHARES TR
+$435.3K
16,720
+70%
增持
VB
VANGUARD INDEX FDS
+$430.1K
5,338
+39%
减持
NVDA
NVIDIA CORPORATION
-$404.1K
38,565
-6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$397.9K
325,984
+3%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$397.7K
20,713
清仓
DELL
DELL TECHNOLOGIES INC
-$397.6K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$368.0K
15,675
+74%
增持
CALF
PACER FDS TR
+$341.9K
22,805
+38%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
+$330.7K
42,029
-3%
清仓
ABNB
AIRBNB INC
-$317.8K
0
-100%
减持
MSFT
MICROSOFT CORP
-$312.4K
12,637
-2%
减持
AMZN
AMAZON COM INC
-$309.8K
28,874
-2%
减持
IEMG
ISHARES INC
-$293.9K
24,748
-23%
减持
GOOGL
ALPHABET INC
-$291.0K
10,265
-6%
建仓
JNJ
JOHNSON & JOHNSON
+$286.0K
1,764
增持
MBB
ISHARES TR
+$270.9K
17,156
+15%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$268.6K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$266.5K
32,661
+7%
建仓
HD
HOME DEPOT INC
+$252.8K
624
增持
AMD
ADVANCED MICRO DEVICES INC
+$252.2K
4,573
+49%
建仓
WMT
WALMART INC
+$247.4K
3,063
建仓
—
EXXON MOBIL CORP
+$243.7K
2,079
建仓
GILD
GILEAD SCIENCES INC
+$241.9K
2,885
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$241.6K
0
-100%
建仓
ORCL
ORACLE CORP
+$240.6K
1,412
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$237.5K
6,384
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$221.5K
2,644
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$216.5K
4,489
建仓
UPST
UPSTART HLDGS INC
+$213.4K
5,333
清仓
ESGU
ISHARES TR
-$208.8K
0
-100%
减持
IJR
ISHARES TR
-$191.4K
2,639
-44%
减持
IUSG
ISHARES TR
-$189.5K
5,602
-23%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$187.7K
74,128
-0%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$185.6K
222,460
+1%
增持
VO
VANGUARD INDEX FDS
+$179.7K
3,035
+18%
增持
GOOG
ALPHABET INC
-$177.8K
12,048
+1%
减持
COIN
COINBASE GLOBAL INC
-$177.5K
2,476
-11%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$173.7K
59,804
+6%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$169.1K
18,927
+11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$141.8K
8,519
-32%
增持
VXUS
VANGUARD STAR FDS
+$132.3K
17,141
+6%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$124.2K
7,092
+14%
增持
IFRA
ISHARES TR
+$119.4K
10,354
+19%
增持
IYW
ISHARES TR
+$118.2K
11,314
+7%
增持
ABBV
ABBVIE INC
+$111.6K
2,540
+12%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$109.1K
20,943
-12%
增持
CRM
SALESFORCE INC
+$105.6K
4,857
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$103.6K
603
+23%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$103.1K
53,317
-13%
增持
BND
VANGUARD BD INDEX FDS
+$86.9K
12,142
+6%
减持
MCK
MCKESSON CORP
-$85.4K
927
-0%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$83.8K
18,652
+20%
增持
IWP
ISHARES TR
+$81.0K
3,696
+16%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$80.6K
5,112
+7%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$79.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$79.2K
7,791
-7%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$77.5K
12,339
-0%
增持
MCD
MCDONALDS CORP
+$75.8K
1,120
+8%
增持
SHOP
SHOPIFY INC
+$69.9K
4,282
+4%
减持
INTU
INTUIT
-$68.1K
593
-11%
增持
IWF
ISHARES TR
+$66.9K
1,756
+8%
减持
FRI
FIRST TR S&P REIT INDEX FD
-$62.9K
7,381
-33%
增持
JPM
JPMORGAN CHASE & CO.
+$61.8K
2,124
+11%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$61.7K
7,907
+11%
减持
XSHQ
INVESCO EXCH TRADED FD TR II
+$61.0K
15,212
-1%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$60.8K
9,106
+12%
减持
FDNI
FIRST TR EXCHANGE TRADED FD
+$56.2K
12,523
-3%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$55.3K
5,509
+12%
增持
PTRB
PGIM ETF TR
+$49.0K
18,194
+3%
增持
NOW
SERVICENOW INC
+$48.8K
395
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$46.9K
2,665
-8%
增持
FCAL
FIRST TR EXCH TRADED FD III
+$42.7K
13,639
+5%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$42.3K
12,582
+13%
减持
IJH
ISHARES TR
+$41.2K
21,831
-3%
减持
QQQ
INVESCO QQQ TR
-$39.8K
9,710
-3%
减持
AMAT
APPLIED MATLS INC
-$38.3K
1,010
-2%
减持
XSOE
WISDOMTREE TR
+$36.5K
21,257
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$34.6K
10,430
+1%
增持
ADBE
ADOBE INC
-$31.9K
934
+1%
增持
PG
PROCTER AND GAMBLE CO
+$29.8K
2,055
+4%
减持
WCLD
WISDOMTREE TR
-$28.1K
8,100
-11%
增持
FTRB
FEDERATED HERMES ETF TRUST
+$26.7K
11,375
+6%
减持
BOND
PIMCO ETF TR
-$25.8K
5,689
-8%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$25.5K
17,202
-3%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
+$23.1K
2,204
-5%
增持
COWZ
PACER FDS TR
+$20.4K
4,154
+3%
增持
IEFA
ISHARES TR
+$20.3K
3,004
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$20.0K
1,115
+1%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$19.1K
6,386
-3%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$18.5K
55,771
-3%
增持
KLAC
KLA CORP
-$18.3K
447
+1%
减持
OPEN
OPENDOOR TECHNOLOGIES INC
+$17.7K
131,450
-1%
减持
NFLX
NETFLIX INC
+$15.8K
872
-2%
减持
COST
COSTCO WHSL CORP NEW
+$13.5K
440
-1%
减持
FBND
FIDELITY MERRIMACK STR TR
+$12.1K
35,170
-3%
减持
VTI
VANGUARD INDEX FDS
-$11.4K
1,904
-7%
减持
TLT
ISHARES TR
-$10.7K
8,888
-8%
减持
MCO
MOODYS CORP
+$6.8K
865
-10%
增持
LLY
ELI LILLY & CO
+$6.6K
735
+3%
减持
TWLO
TWILIO INC
+$5.1K
4,676
-11%
增持
DIS
DISNEY WALT CO
-$4.4K
2,399
+1%
减持
COF
CAPITAL ONE FINL CORP
+$3.8K
1,403
-6%
减持
SPYM
SPDR SER TR
+$2.6K
13,341
-5%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.1K
3,824
+8%
增持
—
GRITSTONE BIO INC
+$1.2K
50,811
+11%
减持
V
VISA INC
-$1.1K
1,447
-5%
减持
—
DISCOVER FINL SVCS
-$122
1,574
-7%
