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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 32增持 76减持 30清仓 12

方向

标的

Δ市值

现股数(环比)

增持

IVE ISHARES S&P 500 VALUE ETF

+$5.3M

53,743 +68%

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$4.2M

140,637 +49%

减持

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

-$2.8M

24,217

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

VOO VANGUARD S&P 500 ETF

+$2.5M

7,297 +110%

建仓

AAEQ ALPHA ARCHITECT US EQUITY 2 ETF

+$2.4M

49,139

增持

AAPL APPLE INC COM

+$2.4M

70,177 +6%

增持

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

+$2.3M

185,633 +20%

增持

IVV ISHARES CORE S&P 500 ETF

+$2.2M

15,824 +19%

增持

GOOG ALPHABET INC CAP STK CL C

+$1.9M

16,086 +18%

减持

META META PLATFORMS INC CL A

-$1.7M

15,302 -7%

增持

IVW ISHARES S&P 500 GROWTH ETF

+$1.7M

77,369 +20%

增持

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF

+$1.6M

14,948 +69%

增持

OEF ISHARES S&P 100 ETF

+$1.5M

22,528 +21%

建仓

GEW CAMBRIA GLOBAL EW ETF

+$1.4M

25,569

增持

EFV ISHARES MSCI EAFE VALUE ETF

+$1.4M

101,982 +4%

增持

GOOGL ALPHABET INC CAP STK CL A

+$1.3M

11,484 +14%

增持

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

+$1.1M

130,884 +28%

建仓

TXN TEXAS INSTRS INC COM

+$1.1M

5,114

增持

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF

+$1.1M

32,763 +53%

增持

ACWX ISHARES MSCI ACWI EX U.S. ETF

+$1.1M

38,234 +46%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$1.0M

6,658 +74%

建仓

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

+$954.9K

11,761

增持

IAU ISHARES GOLD TRUST

+$926.0K

30,709 +11%

增持

SPY STATE STREET SPDR S&P 500 ETF

+$922.8K

8,205 +15%

增持

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF

+$832.9K

30,011 +45%

增持

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF

+$798.0K

176,757 +11%

增持

NVDA NVIDIA CORPORATION COM

+$763.7K

45,138 +8%

增持

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

+$753.8K

106,317 +19%

增持

GOVT ISHARES U.S. TREASURY BOND ETF

+$734.7K

79,154 +68%

增持

AMZN AMAZON COM INC COM

+$643.0K

34,589 +15%

减持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

-$638.2K

12,819 -6%

减持

UBER UBER TECHNOLOGIES INC COM

-$635.5K

3,667 -60%

清仓

EFG ISHARES MSCI EAFE GROWTH ETF

-$634.5K

0 -100%

减持

FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF

-$630.0K

181,160 -7%

增持

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF

+$629.8K

9,376 +25%

减持

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF

-$603.0K

69,939 -1%

增持

JAVA JPMORGAN ACTIVE VALUE ETF

+$591.9K

17,290 +62%

清仓

DOCS DOXIMITY INC CL A

-$563.9K

0 -100%

增持

TSLA TESLA INC COM

+$530.1K

7,929 +27%

增持

BUFD FT VEST LADDERED DEEP BUFFER ETF

+$494.4K

30,568 +124%

增持

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF

+$460.9K

126,484 +6%

增持

PTRB PGIM TOTAL RETURN BOND ETF

+$455.3K

36,407 +42%

增持

LLY ELI LILLY & CO COM

+$452.7K

1,202 +14%

增持

MBB ISHARES MBS ETF

+$447.7K

23,384 +25%

增持

BND VANGUARD TOTAL BOND MARKET ETF

+$440.2K

17,286 +52%

增持

COST COSTCO WHOLESALE CORPORATION COM

+$423.5K

803 +97%

减持

DASH DOORDASH INC CL A

-$419.9K

1,830 -35%

增持

MSFT MICROSOFT CORP COM

-$409.6K

14,720 +17%

清仓

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

-$409.0K

0 -100%

增持

TLH ISHARES 10-20 YEAR TREASURY BOND ETF

+$402.3K

33,038 +15%

增持

ILCG ISHARES MORNINGSTAR GROWTH ETF

+$392.0K

10,426 +59%

建仓

HOOD ROBINHOOD MKTS INC COM CL A

+$387.0K

4,471

建仓

MU MICRON TECHNOLOGY INC COM

+$379.7K

990

增持

PJIO PGIM JENNISON INTERNATIONAL OPPORTUNITIES ETF

+$353.7K

12,886 +83%

增持

JGRO JPMORGAN ACTIVE GROWTH ETF

+$350.0K

12,410 +51%

建仓

CAT CATERPILLAR INC COM

+$348.7K

470

增持

JCPB JPMORGAN CORE PLUS BOND ETF

+$345.5K

19,616 +59%

增持

JBND JPMORGAN ACTIVE BOND ETF

+$341.7K

17,314 +57%

增持

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF

+$334.5K

30,889 +26%

减持

SKYY FIRST TRUST CLOUD COMPUTING ETF

-$333.7K

10,518 -8%

减持

INTU INTUIT COM

-$332.3K

1,198 -4%

增持

UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF

+$325.8K

240,729 +6%

减持

CRM SALESFORCE INC COM

-$317.8K

3,448 -17%

减持

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF

-$316.3K

276,703 -6%

增持

AMD ADVANCED MICRO DEVICES INC COM

+$315.6K

4,800 +8%

清仓

BX BLACKSTONE INC COM

-$304.4K

0 -100%

建仓

KO COCA COLA CO COM

+$295.4K

3,789

减持

IWD ISHARES RUSSELL 1000 VALUE ETF

-$294.0K

6,592 -24%

建仓

— ASML HLDG NV N Y REGISTRY SHS

+$293.0K

205

增持

QQQ INVESCO QQQ TRUST SERIES I

+$291.8K

7,991 +4%

增持

AVGO BROADCOM INC COM

+$286.9K

5,485 +13%

建仓

JTEK JPMORGAN U.S. TECH LEADERS ETF

+$279.5K

3,280

清仓

WCLD WISDOMTREE CLOUD COMPUTING FUND

-$275.4K

0 -100%

建仓

SCHZ SCHWAB US AGGREGATE BOND ETF

+$274.4K

11,717

建仓

IJR ISHARES CORE S&P SMALL CAP ETF

+$260.6K

1,974

清仓

COIN COINBASE GLOBAL INC COM CL A

-$255.6K

0 -100%

建仓

PM PHILIP MORRIS INTL INC COM

+$253.8K

1,396

建仓

GILD GILEAD SCIENCES INC COM

+$250.1K

1,649

建仓

AXP AMERICAN EXPRESS CO COM

+$246.9K

686

建仓

MS MORGAN STANLEY COM NEW

+$243.4K

1,335

建仓

RTX RTX CORPORATION COM

+$243.0K

1,239

建仓

CVX CHEVRON CORPORATION COM

+$242.7K

1,329

建仓

LRCX LAM RESEARCH CORP COM NEW

+$241.6K

1,054

增持

JNJ JOHNSON & JOHNSON COM

+$239.3K

2,553 +28%

增持

IWS ISHARES RUSSELL MID-CAP VALUE ETF

+$237.9K

5,123 +32%

清仓

FDNI FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF

-$237.2K

0 -100%

清仓

FCAL FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF

-$233.9K

0 -100%

建仓

MRK MERCK & CO INC COM

+$233.3K

1,983

建仓

SYSB ISHARES SYSTEMATIC BOND ETF

+$230.8K

2,563

建仓

APH AMPHENOL CORP CL A

+$228.7K

1,586

减持

UNH UNITEDHEALTH GROUP INC COM

-$225.1K

1,543 -18%

增持

AMAT APPLIED MATLS INC COM

+$222.5K

1,560 +9%

清仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-$222.4K

0 -100%

增持

WMT WALMART INC COM

+$216.5K

4,888 +22%

建仓

MRVL MARVELL TECHNOLOGY INC COM

+$215.7K

2,619

增持

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

+$214.6K

37,223 +15%

建仓

GEV GE VERNOVA INC COM

+$213.9K

267

增持

FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF

+$213.1K

4,608 +3%

建仓

SPMO INVESCO S&P 500 MOMENTUM ETF

+$212.4K

1,748

增持

— EXXON MOBIL CORP COM

+$209.8K

3,264 +30%

清仓

ARKK ARK INNOVATION ETF

-$209.5K

0 -100%

建仓

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS

+$209.3K

1,284

建仓

— ASTRAZENECA PLC ORD

+$208.3K

1,108

建仓

C CITIGROUP INC COM NEW

+$207.7K

1,678

清仓

IBIT ISHARES BITCOIN TRUST ETF

-$205.4K

0 -100%

建仓

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF

+$204.9K

1,531

建仓

SPG SIMON PPTY GROUP INC NEW COM

+$204.3K

1,040

建仓

INTC INTEL CORP COM

+$204.0K

4,061

增持

ORCL ORACLE CORP COM

-$203.2K

2,640 +20%

建仓

SCHF SCHWAB INTERNATIONAL EQUITY ETF

+$200.9K

7,625

增持

QQQM INVESCO NASDAQ 100 ETF

+$200.1K

6,441 +11%

清仓

HIMS HIMS & HERS HEALTH INC COM CL A

-$200.0K

0 -100%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

+$195.6K

1,557 +22%

增持

CMF ISHARES CALIFORNIA MUNI BOND ETF

+$195.4K

8,965 +58%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$194.4K

3,386 +14%

减持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

-$193.9K

11,539 -19%

增持

MCK MCKESSON CORP COM

+$190.7K

920 +2%

增持

KLAC KLA CORP COM NEW

+$189.9K

507 +1%

增持

NFLX NETFLIX INC. COM

-$189.2K

6,217 +972%

增持

AVEM AVANTIS EMERGING MARKETS EQUITY ETF

+$183.9K

5,263 +48%

增持

IWP ISHARES RUSSELL MID-CAP GROWTH ETF

+$175.5K

5,686 +35%

增持

BUFQ FT VEST LADDERED NASDAQ BUFFER ETF

+$174.2K

98,327 +2%

减持

SHOP SHOPIFY INC CL A SUB VTG SHS

-$169.5K

2,896 -16%

减持

VGT VANGUARD INFORMATION TECHNOLOGY ETF

-$166.8K

1,016 -18%

减持

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

+$166.8K

33,401 -1%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$155.4K

5,509 +49%

增持

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

+$155.1K

8,342 +36%

减持

CRWD CROWDSTRIKE HLDGS INC CL A

-$146.1K

1,298 -6%

减持

FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF

-$145.8K

34,807 -2%

减持

IWF ISHARES RUSSELL 1000 GROWTH ETF

-$142.3K

4,792 -5%

增持

FID FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF

+$140.3K

26,631 +17%

减持

BUFR FT VEST LADDERED BUFFER ETF

+$137.5K

253,138 -2%

减持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

-$134.5K

11,764 -23%

增持

BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF

+$131.1K

15,765 +3%

增持

VO VANGUARD MID-CAP ETF

+$126.3K

5,359 +5%

减持

FTSL FIRST TRUST SENIOR LOAN FUND

-$126.3K

49,056 -4%

减持

BSV VANGUARD SHORT-TERM BOND ETF

-$121.7K

2,660 -37%

减持

BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF

+$121.2K

15,698 -1%

减持

PLTR PALANTIR TECHNOLOGIES INC CL A

-$119.3K

2,041 -9%

增持

ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF

+$115.0K

10,200 +30%

增持

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

+$113.6K

3,963 +40%

增持

NOW SERVICENOW INC COM

-$101.8K

2,204 +514%

增持

CSCO CISCO SYS INC COM

+$94.6K

3,951 +9%

增持

JPM JPMORGAN CHASE & CO COM

+$93.9K

2,450 +11%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$90.9K

9,316 +13%

增持

WFC WELLS FARGO & CO COM

+$90.6K

3,417 +23%

减持

SOXQ INVESCO PHLX SEMICONDUCTOR ETF

+$84.3K

5,998 -0%

减持

IUSG ISHARES CORE S&P U.S. GROWTH ETF

-$75.3K

3,015 -15%

减持

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF

-$74.7K

44,535 -9%

减持

FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF

+$71.9K

35,217 -8%