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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 140 项
建仓 15
增持 78
减持 40
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$2.6M
65,563
+10%
增持
AMZN
AMAZON COM INC COM
+$1.4M
30,754
+7%
增持
TSLA
TESLA INC COM
+$1.3M
9,101
+0%
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。
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$1.3M
6,181
增持
DOCS
DOXIMITY INC CL A
+$1.3M
40,034
+100%
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$1.2M
236,892
-6%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.2M
21,874
+8%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$995.1K
159,420
-8%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$966.8K
303,912
+10%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$787.9K
53,126
+10%
增持
FIIG
FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF
+$757.9K
50,208
+299%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$666.6K
41,406
+33%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$658.0K
13,148
+85%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$627.3K
29,526
+14%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$622.9K
91,549
+11%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$537.5K
1,760
+192%
建仓
IAU
ISHARES GOLD TRUST
+$512.5K
10,352
增持
VOO
VANGUARD S&P 500 ETF
+$506.8K
2,784
+48%
减持
NVDA
NVIDIA CORPORATION COM
+$488.2K
38,511
-0%
减持
FPXI
FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
-$440.8K
47,854
-14%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$404.4K
77,557
+22%
建仓
JBND
JPMORGAN ACTIVE BOND ETF
+$377.0K
7,215
增持
FTRB
FEDERATED HERMES TOTAL RETURN BOND ETF
+$363.4K
26,618
+134%
增持
AVGO
BROADCOM INC COM
+$361.9K
4,401
+15%
增持
GOOG
ALPHABET INC CAP STK CL C
+$357.4K
12,455
+3%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$345.9K
781
-56%
增持
ACWX
ISHARES MSCI ACWI EX U.S. ETF
+$340.3K
24,866
+49%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$316.2K
18,053
-14%
建仓
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$313.8K
5,478
清仓
IJR
ISHARES TR
-$308.8K
0
-100%
增持
FCAL
FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF
+$305.0K
20,040
+47%
建仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$298.8K
3,688
增持
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
+$296.3K
11,268
+105%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$294.7K
16,198
-6%
建仓
JAVA
JPMORGAN ACTIVE VALUE ETF
+$289.4K
4,572
清仓
JNJ
JOHNSON & JOHNSON
-$286.0K
0
-100%
减持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
-$283.5K
317,333
-3%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$283.3K
13,669
+16%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$274.6K
9,807
+1%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$271.9K
102,650
-4%
减持
CRM
SALESFORCE INC COM
+$271.7K
4,789
-1%
减持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$264.8K
73,371
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$258.7K
10,361
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$255.8K
6,523
+2%
建仓
PWZ
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
+$249.6K
10,106
建仓
SNOW
SNOWFLAKE INC CL A
+$248.0K
1,606
建仓
MA
MASTERCARD INCORPORATED CL A
+$247.0K
469
减持
UBER
UBER TECHNOLOGIES INC COM
-$244.4K
8,945
-14%
清仓
—
EXXON MOBIL CORP
-$243.7K
0
-100%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$240.3K
36,187
+25%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$239.2K
4,232
-7%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$237.2K
414
建仓
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
+$233.1K
3,854
增持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
+$229.8K
12,522
+1%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$225.7K
3,170
-47%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$220.3K
0
-100%
清仓
FRI
FIRST TR S&P REIT INDEX FD
-$218.8K
0
-100%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$216.2K
5,906
+16%
清仓
UPST
UPSTART HLDGS INC
-$213.4K
0
-100%
建仓
ARKK
ARK INNOVATION ETF
+$210.5K
3,709
减持
FBND
FIDELITY TOTAL BOND ETF
-$207.8K
32,004
-9%
建仓
ROBT
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
+$207.8K
4,614
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$206.4K
603
建仓
DXYZ
DESTINY TECH100 INC COM SHS
+$206.4K
3,506
减持
TWLO
TWILIO INC CL A
+$190.2K
4,582
-2%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$184.2K
11,908
+5%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$162.3K
4,139
-26%
增持
MBB
ISHARES MBS ETF
+$160.4K
19,678
+15%
减持
FPX
FIRST TRUST US EQUITY OPPORTUNITIES ETF
+$160.2K
40,092
-5%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$139.7K
7,733
+72%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$139.1K
35,053
+7%
减持
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
-$137.9K
221,200
-1%
减持
ADBE
ADOBE INC COM
-$131.4K
792
-15%
增持
BUFD
FT VEST LADDERED DEEP BUFFER ETF
+$129.4K
13,945
+54%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$128.5K
14,470
+19%
减持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$127.8K
18,841
-11%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$121.0K
23,777
+9%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$120.9K
18,454
+18%
增持
JPM
JPMORGAN CHASE & CO. COM
+$117.7K
2,360
+11%
增持
VB
VANGUARD SMALL-CAP ETF
+$115.9K
5,753
+8%
减持
SPY
SPDR S&P 500 ETF TRUST
-$107.9K
7,444
-4%
减持
NFLX
NETFLIX INC COM
+$104.4K
811
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$102.4K
2,932
+10%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$102.4K
61,558
-5%
减持
COIN
COINBASE GLOBAL INC COM CL A
+$99.6K
2,178
-12%
增持
V
VISA INC COM CL A
+$97.7K
1,568
+8%
减持
OPEN
OPENDOOR TECHNOLOGIES INC COM
-$91.7K
106,982
-19%
减持
BUFQ
FT VEST LADDERED NASDAQ BUFFER ETF
+$88.8K
98,759
-1%
增持
MCK
MCKESSON CORP COM
+$84.8K
953
+3%
增持
VO
VANGUARD MID-CAP ETF
+$82.6K
3,345
+10%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$82.4K
14,261
+7%
增持
MSFT
MICROSOFT CORP COM
-$81.0K
12,710
+1%
减持
FDNI
FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF
-$80.1K
10,209
-18%
减持
BBAG
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
-$75.8K
7,860
-14%
减持
META
META PLATFORMS INC CL A
-$72.7K
15,544
-3%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$71.0K
25,719
+13%
增持
PTRB
PGIM TOTAL RETURN BOND ETF
+$68.6K
20,712
+14%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$60.4K
3,897
+5%
增持
WMT
WALMART INC COM
+$59.1K
3,393
+11%
增持
FSIG
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
+$57.2K
24,108
+16%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$56.0K
5,333
-6%
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$54.9K
60,539
+1%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$49.8K
28,162
+14%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$49.2K
11,569
+12%
减持
SHOP
SHOPIFY INC CL A
+$48.1K
3,680
-14%
增持
LLY
ELI LILLY & CO COM
-$47.5K
782
+6%
增持
FID
FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF
+$46.8K
22,997
+23%
增持
DIS
DISNEY WALT CO COM
+$45.4K
2,481
+3%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$41.5K
5,672
-3%
增持
ABBV
ABBVIE INC COM
-$41.0K
2,592
+2%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$39.6K
19,504
+14%
减持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-$36.7K
6,280
-2%
增持
COST
COSTCO WHSL CORP NEW COM
+$33.3K
462
+5%
增持
IPO
RENAISSANCE IPO ETF
+$33.2K
6,320
+12%
增持
KLAC
KLA CORP COM NEW
-$31.7K
499
+12%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$30.5K
1,284
+15%
清仓
—
GRITSTONE BIO INC
-$29.5K
0
-100%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$29.3K
8,967
+13%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$28.1K
8,619
+1%
减持
—
DISCOVER FINL SVCS COM
+$27.6K
1,434
-9%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$26.4K
3,712
+24%
减持
NOW
SERVICENOW INC COM
+$20.9K
353
-11%
减持
XSHQ
INVESCO S&P SMALLCAP QUALITY ETF
-$20.8K
15,059
-1%
减持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
-$19.8K
6,371
-21%
减持
COF
CAPITAL ONE FINL CORP COM
+$18.5K
1,282
-9%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$18.3K
502
+0%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$14.8K
10,154
+14%
增持
HD
HOME DEPOT INC COM
+$13.2K
684
+10%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$13.2K
19,429
+3%
减持
GILD
GILEAD SCIENCES INC COM
-$12.8K
2,480
-14%
增持
MCD
MCDONALDS CORP COM
-$12.6K
1,133
+1%
增持
AMAT
APPLIED MATLS INC COM
+$9.8K
1,315
+30%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$9.2K
2,645
+0%
增持
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
-$8.3K
53,928
+1%
增持
INTU
INTUIT COM
+$8.2K
599
+1%
增持
ORCL
ORACLE CORP COM
+$7.0K
1,486
+5%
增持
COWZ
PACER US CASH COWS 100 ETF
-$5.6K
4,155
+0%
增持
MCO
MOODYS CORP COM
+$4.2K
876
+1%
增持
PG
PROCTER AND GAMBLE CO COM
-$2.7K
2,107
+3%
增持
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
-$883
2,275
+3%
