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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 75
增持 47
减持 27
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
META
META PLATFORMS INC CL A
+$4.1M
15,766
-1%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$3.8M
115,617
+73%
减持
IVV
ISHARES CORE S&P 500 ETF
-$3.7M
12,911
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。
-42%
增持
NVDA
NVIDIA CORPORATION COM
+$3.2M
41,309
+6%
建仓
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$3.1M
84,291
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$3.1M
85,779
+100%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$2.1M
44,081
+19%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$2.0M
122,064
+14%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$2.0M
28,925
+35%
增持
MSFT
MICROSOFT CORP COM
+$1.9M
12,420
+4%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$1.8M
71
-100%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.8M
64,188
+4%
增持
OEF
ISHARES S&P 100 ETF
+$1.5M
9,438
+67%
减持
FPX
FIRST TRUST US EQUITY OPPORTUNITIES ETF
+$1.5M
37,326
-4%
减持
AAPL
APPLE INC COM
+$1.5M
62,338
-2%
建仓
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$1.4M
44,438
建仓
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$1.4M
26,963
减持
AMZN
AMAZON COM INC COM
+$1.2M
29,844
-1%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$1.1M
250,672
+2%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$860.0K
40
-100%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$768.6K
44,321
+312%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$751.5K
7,842
-5%
增持
AVGO
BROADCOM INC COM
+$731.5K
4,871
+10%
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$693.6K
53,273
+38%
建仓
ILCG
ISHARES MORNINGSTAR GROWTH ETF
+$665.7K
6,546
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$644.6K
17,439
+99%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$640.6K
3,409
+106%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$632.8K
19,983
+46%
建仓
DOCS
DOXIMITY INC CL A
+$629.4K
10,181
减持
UNH
UNITEDHEALTH GROUP INC COM
-$628.7K
1,467
-15%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$613.7K
5,036
+7%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$597.8K
8,295
+13%
减持
SPY
SPDR S&P 500 ETF TRUST
+$581.0K
6,822
-4%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$542.8K
13,815
-7%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$540.0K
13,094
-5%
减持
GOOG
ALPHABET INC CAP STK CL C
+$538.4K
11,955
-0%
增持
BUFQ
FT VEST LADDERED NASDAQ BUFFER ETF
+$537.5K
96,488
+2%
减持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$535.2K
70,633
-2%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$532.6K
26,665
+9%
建仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$521.7K
3,849
减持
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
-$509.7K
195,132
-7%
减持
FCAL
FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF
-$487.7K
4,797
-68%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$466.0K
173,821
+5%
增持
VOO
VANGUARD S&P 500 ETF
+$452.6K
3,393
+8%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$437.8K
17,646
+32%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$428.4K
9,572
-1%
增持
VO
VANGUARD MID-CAP ETF
+$426.9K
4,550
+28%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$420.5K
33,621
+6%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$418.9K
116,759
+6%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$378.0K
5,746
+9%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$369.9K
6,885
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$365.7K
4,571
+0%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$353.5K
16,058
+3%
减持
FPXI
FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
+$326.3K
39,022
-3%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$312.5K
20,870
+4%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$301.0K
3,626
建仓
LCTU
BLACKROCK U.S. CARBON TRANSITION READINESS ETF
+$295.2K
4,214
建仓
PJIO
PGIM JENNISON INTERNATIONAL OPPORTUNITIES ETF
+$282.2K
4,601
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$282.0K
8,630
+8%
建仓
GE
GE AEROSPACE COM NEW
+$278.3K
995
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$277.8K
1,137
增持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
+$277.2K
298,370
+0%
增持
ORCL
ORACLE CORP COM
+$272.6K
2,054
+11%
建仓
IPO
RENAISSANCE IPO ETF
+$270.8K
5,347
增持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
+$268.3K
11,909
+0%
增持
ACWX
ISHARES MSCI ACWI EX U.S. ETF
+$260.1K
26,040
+4%
建仓
DIS
DISNEY WALT CO COM
+$248.8K
2,188
增持
PTRB
PGIM TOTAL RETURN BOND ETF
+$246.4K
24,761
+29%
建仓
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
+$239.5K
3,614
建仓
VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
+$232.8K
2,389
建仓
DASH
DOORDASH INC CL A
+$229.6K
869
清仓
—
DISCOVER FINL SVCS COM
-$229.5K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$225.4K
3,317
建仓
WFC
WELLS FARGO CO NEW COM
+$217.3K
2,734
建仓
BAC
BANK AMERICA CORP COM
+$212.8K
4,480
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$212.5K
3,389
-3%
建仓
KO
COCA COLA CO COM
+$209.2K
2,958
建仓
PM
PHILIP MORRIS INTL INC COM
+$204.5K
1,213
建仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$204.4K
2,182
建仓
IWR
ISHARES RUSSELL MIDCAP ETF
+$201.7K
2,147
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$201.7K
2,933
-2%
建仓
AXP
AMERICAN EXPRESS CO COM
+$198.1K
653
建仓
MDB
MONGODB INC CL A
+$197.6K
951
减持
IAU
ISHARES GOLD TRUST
-$196.8K
17,609
-18%
增持
VB
VANGUARD SMALL-CAP ETF
+$192.3K
5,053
+0%
建仓
IJR
ISHARES CORE S&P SMALL CAP ETF
+$183.7K
1,606
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$182.6K
1,016
-0%
建仓
ARKK
ARK INNOVATION ETF
+$181.4K
2,363
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$181.1K
4,187
建仓
WM
WASTE MGMT INC DEL COM
+$179.2K
769
建仓
GILD
GILEAD SCIENCES INC COM
+$178.8K
1,489
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$177.7K
3,041
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$177.5K
8,946
+2%
建仓
ABT
ABBOTT LABS COM
+$176.6K
1,348
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$176.4K
7,789
增持
ROBT
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
+$174.9K
7,990
+38%
减持
TSLA
TESLA INC COM
-$174.4K
6,219
-31%
增持
UBER
UBER TECHNOLOGIES INC COM
+$172.5K
9,291
+1%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$164.6K
938
建仓
TXN
TEXAS INSTRS INC COM
+$163.4K
847
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$162.5K
1,189
建仓
SPG
SIMON PPTY GROUP INC NEW COM
+$161.5K
955
建仓
RTX
RTX CORPORATION COM
+$160.6K
1,033
建仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$160.5K
3,060
建仓
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$160.3K
1,272
增持
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
+$158.1K
16,126
+2%
建仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$157.7K
4,239
建仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$157.6K
1,122
建仓
MS
MORGAN STANLEY COM NEW
+$152.3K
1,034
建仓
CVX
CHEVRON CORP NEW COM
+$151.9K
984
建仓
APH
AMPHENOL CORP NEW CL A
+$150.0K
1,341
建仓
QCOM
QUALCOMM INC COM
+$150.0K
975
建仓
BA
BOEING CO COM
+$149.9K
645
建仓
ABNB
AIRBNB INC COM CL A
+$149.6K
1,230
建仓
SOXQ
INVESCO PHLX SEMICONDUCTOR ETF
+$149.4K
3,248
建仓
—
LINDE PLC SHS
+$149.0K
315
减持
CALF
PACER US SMALL CAP CASH COWS ETF
+$148.6K
20,985
-0%
建仓
CDNS
CADENCE DESIGN SYSTEM INC COM
+$147.8K
418
建仓
SDHY
PGIM SHORT DUR HIG YLD OPP FD COM
+$145.2K
8,609
建仓
UPST
UPSTART HLDGS INC COM
+$144.3K
2,275
建仓
GEV
GE VERNOVA INC COM
+$143.9K
219
建仓
CAT
CATERPILLAR INC COM
+$143.6K
348
建仓
SBUX
STARBUCKS CORP COM
+$143.0K
1,532
建仓
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
+$143.0K
2,180
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$142.5K
1,009
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$142.4K
298
建仓
USXF
ISHARES ESG ADVANCED MSCI USA ETF
+$141.7K
2,523
建仓
ICOW
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
+$141.3K
3,981
建仓
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$140.6K
1,186
减持
CRM
SALESFORCE INC COM
-$140.0K
4,251
-4%
建仓
DSI
ISHARES ESG MSCI KLD 400 ETF
+$139.7K
1,151
减持
COF
CAPITAL ONE FINL CORP COM
-$138.8K
370
-72%
增持
KLAC
KLA CORP COM NEW
+$138.5K
526
+1%
增持
BUFD
FT VEST LADDERED DEEP BUFFER ETF
+$137.2K
13,188
+46%
建仓
BLK
BLACKROCK INC COM
+$135.1K
117
减持
COIN
COINBASE GLOBAL INC COM CL A
-$135.1K
754
-65%
建仓
PFE
PFIZER INC COM
+$133.7K
5,424
建仓
FRI
FIRST TRUST S&P REIT INDEX FUND
+$132.9K
4,953
建仓
VTV
VANGUARD VALUE ETF
+$132.8K
740
建仓
BSX
BOSTON SCIENTIFIC CORP COM
+$131.3K
1,279
建仓
HIMS
HIMS & HERS HEALTH INC COM CL A
+$130.7K
2,725
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$126.7K
3,531
+2%
建仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$126.1K
2,558
建仓
ADI
ANALOG DEVICES INC COM
+$125.6K
541
增持
BX
BLACKSTONE INC COM
+$125.3K
1,881
+25%
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$123.4K
460
增持
GS
GOLDMAN SACHS GROUP INC COM
+$122.8K
483
+4%
建仓
TJX
TJX COS INC NEW COM
+$122.3K
917
建仓
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$121.7K
4,040
增持
ABBV
ABBVIE INC COM
+$120.3K
2,891
+13%
