小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 1
增持 41
减持 13
清仓 95
方向
标的
Δ市值
现股数(环比)
增持
OEF
ISHARES S&P 100 ETF
+$3.2M
18,595
+97%
增持
AAPL
APPLE INC COM
+$2.6M
66,353
+6%
清仓
IYW
ISHARES U.S. TECHNOLOGY ETF
-$2.4M
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
-$2.3M
5,572
-79%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$2.2M
155,055
+27%
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$2.1M
102,411
+130%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$1.5M
7,513
+6433%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$1.0M
98,315
-15%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$952.2K
28,782
+44%
增持
IAU
ISHARES GOLD TRUST
+$899.6K
27,631
+57%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$891.7K
94,270
+10%
增持
GOOG
ALPHABET INC CAP STK CL C
+$865.7K
13,576
+14%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$796.1K
31,925
+10%
增持
TSLA
TESLA INC COM
+$659.0K
6,248
+0%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$572.3K
159,522
-8%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$534.9K
39,683
-10%
增持
DASH
DOORDASH INC CL A
+$531.1K
2,797
+222%
增持
IVV
ISHARES CORE S&P 500 ETF
+$526.7K
13,243
+3%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$497.1K
10,052
+5%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$441.7K
258,428
+3%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$438.1K
11,339
-35%
减持
OPEN
OPENDOOR TECHNOLOGIES INC COM
+$430.3K
78,691
-1%
增持
META
META PLATFORMS INC CL A
-$416.4K
16,393
+4%
增持
SPY
SPDR S&P 500 ETF TRUST
+$386.3K
7,162
+5%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$373.3K
64,681
+1%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$321.4K
21,430
+21%
增持
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$279.2K
89,328
+6%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$278.3K
32,322
+20%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$275.9K
70,822
+0%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$266.8K
3,552
增持
UNH
UNITEDHEALTH GROUP INC COM
+$266.7K
1,884
+28%
增持
MBB
ISHARES MBS ETF
+$258.1K
18,777
+15%
增持
NVDA
NVIDIA CORPORATION COM
+$248.2K
41,882
+1%
增持
UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
+$235.9K
228,098
+3%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$214.9K
8,855
+7%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$212.9K
1,246
+23%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$211.5K
24,462
+19%
清仓
KO
COCA COLA CO COM
-$209.2K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC COM
-$204.5K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO COM
-$198.1K
0
-100%
增持
VO
VANGUARD MID-CAP ETF
+$192.1K
5,081
+12%
清仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$188.3K
0
-100%
清仓
IJR
ISHARES CORE S&P SMALL CAP ETF
-$183.7K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC COM
-$181.1K
0
-100%
清仓
WM
WASTE MGMT INC DEL COM
-$179.2K
0
-100%
清仓
GILD
GILEAD SCIENCES INC COM
-$178.8K
0
-100%
清仓
ABT
ABBOTT LABS COM
-$176.6K
0
-100%
清仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$176.4K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$175.7K
3,819
+12%
增持
PJIO
PGIM JENNISON INTERNATIONAL OPPORTUNITIES ETF
+$170.2K
7,058
+53%
清仓
IEFA
ISHARES CORE MSCI EAFE ETF
-$168.7K
0
-100%
清仓
TXN
TEXAS INSTRS INC COM
-$163.4K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW COM
-$161.5K
0
-100%
清仓
RTX
RTX CORPORATION COM
-$160.6K
0
-100%
清仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$160.5K
0
-100%
清仓
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
-$160.3K
0
-100%
清仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
-$157.7K
0
-100%
清仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$157.6K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$156.2K
647
+34%
清仓
MS
MORGAN STANLEY COM NEW
-$152.3K
0
-100%
清仓
CVX
CHEVRON CORP NEW COM
-$151.9K
0
-100%
增持
SOXQ
INVESCO PHLX SEMICONDUCTOR ETF
+$151.7K
6,006
+85%
清仓
APH
AMPHENOL CORP NEW CL A
-$150.0K
0
-100%
清仓
QCOM
QUALCOMM INC COM
-$150.0K
0
-100%
清仓
BA
BOEING CO COM
-$149.9K
0
-100%
清仓
ABNB
AIRBNB INC COM CL A
-$149.6K
0
-100%
清仓
—
LINDE PLC SHS
-$149.0K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC COM
-$147.8K
0
-100%
清仓
SDHY
PGIM SHORT DUR HIG YLD OPP FD COM
-$145.2K
0
-100%
清仓
UPST
UPSTART HLDGS INC COM
-$144.3K
0
-100%
清仓
GEV
GE VERNOVA INC COM
-$143.9K
0
-100%
清仓
CAT
CATERPILLAR INC COM
-$143.6K
0
-100%
清仓
SBUX
STARBUCKS CORP COM
-$143.0K
0
-100%
清仓
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
-$143.0K
0
-100%
清仓
ANET
ARISTA NETWORKS INC COM SHS
-$142.5K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$142.4K
0
-100%
清仓
USXF
ISHARES ESG ADVANCED MSCI USA ETF
-$141.7K
0
-100%
清仓
ICOW
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
-$141.3K
0
-100%
清仓
SPMO
INVESCO S&P 500 MOMENTUM ETF
-$140.6K
0
-100%
清仓
DSI
ISHARES ESG MSCI KLD 400 ETF
-$139.7K
0
-100%
清仓
BLK
BLACKROCK INC COM
-$135.1K
0
-100%
减持
VB
VANGUARD SMALL-CAP ETF
-$134.5K
4,343
-14%
清仓
PFE
PFIZER INC COM
-$133.7K
0
-100%
清仓
FRI
FIRST TRUST S&P REIT INDEX FUND
-$132.9K
0
-100%
清仓
VTV
VANGUARD VALUE ETF
-$132.8K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP COM
-$131.3K
0
-100%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$126.1K
0
-100%
清仓
ADI
ANALOG DEVICES INC COM
-$125.6K
0
-100%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$125.4K
118,959
+2%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$123.4K
0
-100%
清仓
TJX
TJX COS INC NEW COM
-$122.3K
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$121.7K
3,474
+2%
清仓
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$121.7K
0
-100%
清仓
C
CITIGROUP INC COM NEW
-$120.2K
0
-100%
清仓
FINX
GLOBAL X FINTECH ETF
-$118.9K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC COM
-$118.7K
0
-100%
清仓
SYK
STRYKER CORPORATION COM
-$117.5K
0
-100%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$117.0K
0
-100%
清仓
PGR
PROGRESSIVE CORP COM
-$114.6K
0
-100%
清仓
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
-$114.5K
0
-100%
减持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
+$114.4K
11,459
-4%
减持
LLY
ELI LILLY & CO COM
+$113.9K
1,052
-2%
清仓
ADP
AUTOMATIC DATA PROCESSING INC COM
-$113.5K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$112.5K
2,968
+1%
清仓
IUSV
ISHARES CORE S&P US VALUE ETF
-$112.4K
0
-100%
清仓
SPGI
S&P GLOBAL INC COM
-$111.8K
0
-100%
清仓
SO
SOUTHERN CO COM
-$111.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC COM
-$109.9K
0
-100%
减持
FPX
FIRST TRUST US EQUITY OPPORTUNITIES ETF
+$109.3K
35,575
-5%
清仓
MRK
MERCK & CO INC COM
-$108.0K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC COM
-$107.8K
0
-100%
清仓
SNPS
SYNOPSYS INC COM
-$107.2K
0
-100%
清仓
KKR
KKR & CO INC COM
-$106.5K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC COM
-$106.1K
0
-100%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$106.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC COM
-$105.8K
0
-100%
清仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$105.8K
0
-100%
增持
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
+$104.5K
195,178
+0%
清仓
AMGN
AMGEN INC COM
-$103.9K
0
-100%
清仓
LOW
LOWES COS INC COM
-$103.8K
0
-100%
清仓
—
EATON CORP PLC SHS
-$103.7K
0
-100%
清仓
TMUS
T-MOBILE US INC COM
-$103.7K
0
-100%
清仓
NEE
NEXTERA ENERGY INC COM
-$102.5K
0
-100%
清仓
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
-$102.1K
0
-100%
清仓
HON
HONEYWELL INTL INC COM
-$100.5K
0
-100%
减持
MCK
MCKESSON CORP COM
+$98.7K
899
-1%
清仓
SCHW
SCHWAB CHARLES CORP COM
-$96.6K
0
-100%
减持
FTSL
FIRST TRUST SENIOR LOAN FUND
-$95.9K
51,356
-4%
清仓
PEP
PEPSICO INC COM
-$95.9K
0
-100%
增持
ORCL
ORACLE CORP COM
+$95.3K
2,193
+7%
清仓
—
ASML HOLDING N V N Y REGISTRY SHS
-$94.9K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$94.1K
1,270
+35%
清仓
REM
ISHARES MORTGAGE REAL ESTATE ETF
-$93.9K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A SHS
-$93.1K
0
-100%
清仓
SAP
SAP SE SPON ADR
-$92.4K
0
-100%
增持
FIIG
FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF
+$91.4K
53,992
+8%
清仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$90.9K
0
-100%
清仓
RMD
RESMED INC COM
-$89.7K
0
-100%
清仓
MELI
MERCADOLIBRE INC COM
-$89.3K
0
-100%
清仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$89.1K
0
-100%
清仓
MO
ALTRIA GROUP INC COM
-$88.8K
0
-100%
清仓
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$88.3K
0
-100%
清仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$87.7K
0
-100%
减持
ABBV
ABBVIE INC COM
+$87.4K
2,858
-1%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$87.2K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$86.3K
0
-100%
清仓
SUSC
ISHARES ESG AWARE USD CORPORATE BOND ETF
-$86.3K
0
-100%
清仓
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
-$85.5K
0
-100%
清仓
ARCC
ARES CAPITAL CORP COM
-$85.4K
0
-100%
清仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$85.3K
0
-100%