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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 56
减持 67
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$3.6M
63,491
-3%
减持
BUFR
FT VEST LADDERED BUFFER ETF
-$2.2M
245,629
-19%
清仓
DOCS
DOXIMITY INC CL A
-$2.1M
0
-100%
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。
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$1.6M
24,483
-41%
建仓
OEF
ISHARES S&P 100 ETF
+$1.5M
5,652
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$1.4M
7,991
减持
TSLA
TESLA INC COM
-$1.4M
9,028
-1%
建仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$1.4M
13,695
减持
AMZN
AMAZON COM INC COM
-$1.3M
30,055
-2%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$1.3M
4,696
+501%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$1.2M
21,419
+57%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$1.2M
8,292
-15%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$1.2M
10,769
-83%
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$1.1M
209,560
-12%
减持
FTSL
FIRST TRUST SENIOR LOAN FUND
-$1.0M
38,714
-36%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$996.6K
8,821
-63%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$886.8K
0
-100%
建仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$861.5K
25,045
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$848.5K
37,135
+26%
增持
NVDA
NVIDIA CORPORATION COM
-$818.5K
38,797
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
-$804.5K
22,349
+2%
增持
IAU
ISHARES GOLD TRUST
+$795.4K
21,463
+107%
增持
META
META PLATFORMS INC CL A
-$764.8K
15,985
+3%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$759.1K
42,797
+52%
减持
MSFT
MICROSOFT CORP COM
-$731.3K
11,992
-6%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$730.3K
14,814
-9%
增持
INTU
INTUIT COM
+$578.4K
1,607
+168%
减持
SPY
SPDR S&P 500 ETF TRUST
-$559.0K
7,075
-5%
清仓
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$535.5K
0
-100%
减持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
-$514.4K
297,345
-6%
减持
FPX
FIRST TRUST US EQUITY OPPORTUNITIES ETF
-$501.2K
38,769
-3%
减持
CRM
SALESFORCE INC COM
-$476.4K
4,412
-8%
减持
GOOG
ALPHABET INC CAP STK CL C
-$469.6K
11,988
-4%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$447.2K
109,984
+7%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$443.3K
9,712
-6%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$422.7K
4,322
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$413.0K
21,052
-18%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$403.7K
8,771
-39%
减持
FPXI
FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
-$362.2K
40,318
-16%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$351.8K
166,172
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$349.3K
1,415
+135%
减持
MBB
ISHARES MBS ETF
-$339.4K
15,816
-20%
减持
BUFQ
FT VEST LADDERED NASDAQ BUFFER ETF
-$338.7K
94,155
-5%
减持
VB
VANGUARD SMALL-CAP ETF
-$335.7K
5,037
-12%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$334.3K
13,358
-32%
减持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$334.0K
11,892
-5%
建仓
T
AT&T INC COM
+$330.8K
12,031
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$329.9K
8,761
+138%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$323.8K
106,876
+17%
增持
JAVA
JPMORGAN ACTIVE VALUE ETF
+$317.5K
10,083
+121%
减持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
-$312.5K
31,801
-9%
增持
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
+$309.5K
15,746
+40%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$282.5K
20,019
+40%
清仓
DIS
DISNEY WALT CO COM
-$276.3K
0
-100%
清仓
IPO
RENAISSANCE IPO ETF
-$275.4K
0
-100%
减持
FCAL
FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF
-$272.3K
15,002
-25%
建仓
JNJ
JOHNSON & JOHNSON COM
+$264.2K
1,720
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$254.6K
15,272
-15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$252.6K
2,994
+2%
清仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$251.4K
0
-100%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$249.0K
5,270
-11%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$248.8K
62,015
+17%
清仓
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
-$233.1K
0
-100%
清仓
GILD
GILEAD SCIENCES INC COM
-$229.1K
0
-100%
增持
AVGO
BROADCOM INC COM
-$227.9K
4,428
+1%
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$227.8K
946
建仓
CSCO
CISCO SYS INC COM
+$225.7K
3,945
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$222.6K
1,017
+103%
清仓
MDB
MONGODB INC CL A
-$220.9K
0
-100%
建仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$216.7K
9,456
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$212.3K
0
-100%
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$211.2K
0
-100%
清仓
ARKK
ARK INNOVATION ETF
-$210.5K
0
-100%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$209.0K
710
减持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$208.8K
12,217
-35%
建仓
—
EXXON MOBIL CORP COM
+$208.2K
2,020
清仓
DXYZ
DESTINY TECH100 INC COM SHS
-$206.4K
0
-100%
建仓
VUG
VANGUARD GROWTH ETF
+$205.8K
568
减持
FBND
FIDELITY TOTAL BOND ETF
-$204.8K
27,343
-15%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$203.6K
66,917
-14%
建仓
BX
BLACKSTONE INC COM
+$201.4K
1,508
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$179.2K
7,332
+19%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$165.9K
33,911
-6%
减持
COIN
COINBASE GLOBAL INC COM CL A
-$162.4K
2,155
-1%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$145.2K
3,463
-16%
增持
UBER
UBER TECHNOLOGIES INC COM
+$140.2K
9,183
+3%
减持
BUFD
FT VEST LADDERED DEEP BUFFER ETF
-$135.3K
9,051
-35%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$122.6K
15,607
+19%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$122.0K
1,735
-1%
减持
XSHQ
INVESCO S&P SMALLCAP QUALITY ETF
-$115.9K
14,330
-5%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$114.8K
1,658
-13%
减持
MCK
MCKESSON CORP COM
+$109.9K
943
-1%
减持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-$107.2K
5,750
-8%
减持
TWLO
TWILIO INC CL A
-$105.7K
4,411
-4%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$105.2K
9,975
+29%
增持
BBAG
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
+$100.7K
10,014
+27%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$97.8K
3,498
-5%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$95.9K
11,421
+27%
减持
NOW
SERVICENOW INC COM
-$95.4K
341
-3%
增持
JBND
JPMORGAN ACTIVE BOND ETF
+$92.8K
8,890
+23%
减持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
-$83.8K
72,164
-2%
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$77.1K
4,555
+8%
减持
OPEN
OPENDOOR TECHNOLOGIES INC COM
-$75.0K
104,975
-2%
减持
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
-$71.3K
51,549
-4%
增持
ACWX
ISHARES MSCI ACWI EX U.S. ETF
+$70.2K
25,127
+1%
减持
FDNI
FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF
-$67.4K
7,327
-28%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$62.4K
18,276
-6%
减持
PTRB
PGIM TOTAL RETURN BOND ETF
-$61.8K
19,148
-8%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$59.5K
19,819
+7%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$55.5K
4,708
-12%
减持
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
-$55.3K
219,668
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$52.2K
3,141
+13%
减持
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
-$50.0K
2,114
-7%
增持
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
-$43.2K
4,495
+10%
增持
V
VISA INC COM CL A
+$41.5K
1,599
+2%
增持
KLAC
KLA CORP COM NEW
+$39.4K
523
+5%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$33.2K
3,043
-18%
增持
ADBE
ADOBE INC COM
-$32.1K
914
+15%
增持
COST
COSTCO WHSL CORP NEW COM
+$31.9K
466
+1%
减持
HD
HOME DEPOT INC COM
-$26.1K
678
-1%
增持
PG
PROCTER AND GAMBLE CO COM
+$25.1K
2,246
+7%
减持
FTRB
FEDERATED HERMES TOTAL RETURN BOND ETF
-$23.0K
25,581
-4%
增持
LLY
ELI LILLY & CO COM
+$22.8K
828
+6%
增持
COWZ
PACER US CASH COWS 100 ETF
+$21.6K
5,105
+23%
减持
—
DISCOVER FINL SVCS COM
-$18.9K
1,433
-0%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$18.1K
4,162
+7%
增持
ROBT
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
+$17.4K
5,784
+25%
减持
JPM
JPMORGAN CHASE & CO. COM
-$17.4K
2,352
-0%
增持
FIIG
FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF
+$17.4K
51,020
+2%
减持
SNOW
SNOWFLAKE INC CL A
-$17.1K
1,575
-2%
增持
MA
MASTERCARD INCORPORATED CL A
+$17.1K
510
+9%
增持
MCO
MOODYS CORP COM
-$15.6K
917
+5%
减持
MCD
MCDONALDS CORP COM
-$14.4K
1,005
-11%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$12.8K
5,144
-21%
增持
WMT
WALMART INC COM
+$12.5K
3,395
+0%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$10.7K
13,794
+16%
增持
VO
VANGUARD MID-CAP ETF
-$10.1K
3,547
+6%
增持
COF
CAPITAL ONE FINL CORP COM
-$9.6K
1,339
+4%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$8.3K
3,030
-4%
减持
FID
FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF
-$8.1K
21,334
-7%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$7.9K
5,600
-1%
增持
FSIG
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
+$7.6K
24,511
+2%
减持
ABBV
ABBVIE INC COM
-$6.5K
2,568
-1%
增持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
+$2.6K
7,819
+23%
增持
AMAT
APPLIED MATLS INC COM
+$2.1K
1,485
+13%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$2.0K
8,678
+1%
增持
GS
GOLDMAN SACHS GROUP INC COM
-$1.2K
465
+12%
增持
ORCL
ORACLE CORP COM
+$1.0K
1,857
+25%
减持
NFLX
NETFLIX INC COM
+$885
741
-9%
增持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$58
5,684
+4%
