13F 机构持仓

TWIN PEAKS WEALTH ADVISORS, LLC

SAN FRANCISCO CA · SEC CIK 0002006218

2026Q22026Q1 更早 9 个季度 🔒
$3.97亿2026Q1 申报市值
2,364持仓数
29.0%前十大占比 · 第一大 4.8%
2168 / 5新建仓 / 清仓
申报市值走势$4.42亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.8%
IVV 3.9%
IVE 2.9%
NVDA 2.9%
IVW 2.6%
IEMG 2.6%
DYNF 2.6%
IUSB 2.4%
BUFR 2.2%
META 2.1%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$531.19万
EFG 重新持有+$432.75万
IDEF 新建仓+$356.52万
NVDA 加仓+$355.43万
BLCR 新建仓+$338.79万

2026Q1 卖出最多 按季末市值估算

OEF 减仓-$661.12万
ITA 减仓-$192.84万
IAU 减仓-$140.88万
BBIN 减仓-$114.13万
DYNF 减仓-$65.63万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— ROUNDHILL BALL METAVERSE ETF $30.00%0 0— — 清仓
SOUN SOUNDHOUND AI INC CLASS A COM $40.00%1 1— $4 新建仓
— ADC THERAPEUTICS SA SHS $80.00%2 2— $8 新建仓
LRMR LARIMAR THERAPEUTICS INC COM $90.00%2 2— $9 新建仓
PRME PRIME MEDICINE INC COM $100.00%3 3— $10 新建仓
ASST STRIVE INC CL A COM $100.00%1 1— $10 新建仓
SATL SATELLOGIC INC COM CL A $110.00%2 2— $11 新建仓
— TWO HARBORS INVENTMENT CORPOR COM $110.00%1 1— $11 新建仓
RXRX RECURSION PHARMACEUTICALS INC CL A $120.00%4 4— $12 新建仓
APPS DIGITAL TURBINE INC COM NEW $120.00%4 4— $12 新建仓
RCAT RED CAT HLDGS INC COM $130.00%1 1— $13 新建仓
EYPT EYEPOINT INC COM NEW $130.00%1 1— $13 新建仓
— 60 DEGREES PHARMACEUTICALS INC COM SHS $140.00%8 8— $14 新建仓
SHC SOTERA HEALTH CO COM $140.00%1 1— $14 新建仓
ARKW ARK NEXT GENERATION INTERNET ETF $150.00%0 0— — 清仓
NRIX NURIX THERAPEUTICS INC COM $160.00%1 1— $16 新建仓
QDEL QUIDELORTHO CORP COM $160.00%1 1— $16 新建仓
ARKG ARK GENOMIC REVOLUTION ETF $160.00%1 1— $16 新建仓
IHRT IHEARTMEDIA INC COM CL A $180.00%6 6— $18 新建仓
LILAK LIBERTY LATIN AMERICA LTD COM CL C $180.00%2 2— $18 新建仓
AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF $190.00%0 0— — 清仓
MAGN MAGNERA CORP COM SHS $190.00%2 2— $19 新建仓
HOS HELIX ENERGY SOLUTIONS GRP INC COM $200.00%2 2— $20 新建仓
DAKT DAKTRONICS INC COM $200.00%1 1— $20 新建仓
AZTA AZENTA INC COM $210.00%1 1— $21 新建仓
VNDA VANDA PHARMACEUTICALS INC COM $210.00%3 3— $21 新建仓
QTUM DEFIANCE QUANTUM ETF $210.00%0 0— — 清仓
— BEYOND MEAT INC COM $210.00%30 30— $21 新建仓
— FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF $210.00%0 0— — 清仓
KROS KEROS THERAPEUTICS INC COM $220.00%2 2— $22 新建仓
SGHC SUPER GROUP SGHC LIMITED ORD SHS $220.00%2 2— $22 新建仓
NIO NIO INC SPON ADS $240.00%4 4— $24 新建仓
CSTL CASTLE BIOSCIENCES INC COM $250.00%1 1— $25 新建仓
HLMN HILLMAN SOLUTIONS CORP COM $250.00%3 3— $25 新建仓
MMI MARCUS & MILLICHAP INC COM $270.00%1 1— $27 新建仓
BFST BUSINESS FIRST BANCSHARES INC COM $270.00%1 1— $27 新建仓
THRM GENTHERM INC COM $280.00%1 1— $28 新建仓
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $280.00%1 1— $28 新建仓
NCNO NCINO INC COM $300.00%2 2— $30 新建仓
AUPH AURINIA PHARMACEUTICALS INC COM $300.00%2 2— $30 新建仓
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK $300.00%1 1— $30 新建仓
BB BLACKBERRY LTD COM $320.00%10 10— $32 新建仓
— SOLENO THERAPEUTICS INC COM $330.00%1 1— $33 新建仓
— AKEBIA THREAPEUTICS INC COM $330.00%24 24— $33 新建仓
UVSP UNIVEST FINANCIAL CORPORATION COM $340.00%1 1— $34 新建仓
HROW HARROW INC COM $350.00%1 1— $35 新建仓
ALHC ALIGNMENT HEALTHCARE INC COM $350.00%2 2— $35 新建仓
GTX GARRETT MOTION INC COM $360.00%2 2— $36 新建仓
TNET TRINET GROUP INC COM $360.00%1 1— $36 新建仓
— SOLID BIOSCIENCES INC COM NEW $360.00%5 5— $36 新建仓
WVE WAVE LIFE SCIENCES LTD SHS $360.00%5 5— $36 新建仓
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $370.00%3 3— $37 新建仓
TCBX THIRD COAST BANCSHARES INC COM $380.00%1 1— $38 新建仓
INOD INNODATA INC COM NEW $390.00%1 1— $39 新建仓
FRME FIRST MERCHANTS CORP COM $390.00%1 1— $39 新建仓
HGV HILTON GRAND VACATIONS INC COM $390.00%1 1— $39 新建仓
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT $400.00%7 7— $40 新建仓
TNGX TANGO THERAPEUTICS INC COM $420.00%2 2— $42 新建仓
RGNX REGENXBIO INC COM $420.00%5 5— $42 新建仓
PLOW DOUGLAS DYNAMICS INC COM $420.00%1 1— $42 新建仓
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF $430.00%1 1— $43 新建仓
EQBK EQUITY BANCSHARES INC COM CL A $440.00%1 1— $44 新建仓
AVNW AVIAT NETWORKS INC COM NEW $450.00%2 2— $45 新建仓
CSV CARRIAGE SVCS INC COM $460.00%1 1— $46 新建仓
ADT ADT INC DEL COM $460.00%7 7— $46 新建仓
ANGI ANGI INC CL A NEW $480.00%7 7— $48 新建仓
RZLV REZOLVE AI PLC ORD SHS $490.00%19 19— $49 新建仓
— THERMON GROUP HLDGS INC COM $500.00%1 1— $50 新建仓
SPT SPROUT SOCIAL INC COM CL A $510.00%9 9— $51 新建仓
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF $510.00%1 1— $51 新建仓
INDI INDIE SEMICONDUCTOR INC CLASS A COM $520.00%16 16— $52 新建仓
GRAL GRAIL INC COM $520.00%1 1— $52 新建仓
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF $530.00%1 1— $53 新建仓
ASTE ASTEC INDS INC COM $540.00%1 1— $54 新建仓
EFSC ENTERPRISE FINL SVCS CORP COM $540.00%1 1— $54 新建仓
NVAX NOVAVAX INC COM NEW $570.00%7 7— $57 新建仓
XP XP INC CL A $570.00%3 3— $57 新建仓
— GAMESTOP CORP NEW WT EXP 103026 $580.00%15 15— $58 新建仓
LION LIONSGATE STUDIOS CORP COM $580.00%6 6— $58 新建仓
WULF TERAWULF INC COM $580.00%4 4— $58 新建仓
WK WORKIVA INC COM CL A $600.00%1 1— $60 新建仓
TFIN TRIUMPH FINANCIAL INC COM $600.00%1 1— $60 新建仓
— FIRST TRUST CONSUMER STAPLES ALPHADEX FUND $600.00%1 1— $60 新建仓
KELYA KELLY SVCS INC CL A $620.00%7 7— $62 新建仓
BHRB BURKE HERBERT FINL SVCS CORP COM $620.00%1 1— $62 新建仓
ACHR ARCHER AVIATION INC COM CL A $620.00%12 12— $62 新建仓
GRC GORMAN RUPP CO COM $620.00%1 1— $62 新建仓
WGS GENEDX HOLDINGS CORP COM CL A $640.00%1 1— $64 新建仓
IRON DISC MEDICINE INC COM $640.00%1 1— $64 新建仓
ICFI ICF INTL INC COM $650.00%1 1— $65 新建仓
SXC SUNCOKE ENERGY INC COM $650.00%10 10— $65 新建仓
LOB LIVE OAK BANCSHARES INC COM $660.00%2 2— $66 新建仓
LINE LINEAGE INC COM $660.00%2 2— $66 新建仓
— AMPLIFY DIGITAL PAYMENTS ETF $700.00%2 2— $70 新建仓
TARS TARSUS PHARMACEUTICALS INC COM $700.00%1 1— $70 新建仓
TRNS TRANSCAT INC COM $730.00%1 1— $73 新建仓
TNK TEEKAY TANKERS LTD CL A $730.00%1 1— $73 新建仓
DRUG BRIGHT MINDS BIOSCIENCES INC COM NEW $730.00%1 1— $73 新建仓
IMVT IMMUNOVANT INC COM $750.00%3 3— $75 新建仓
STNG SCORPIO TANKERS INC SHS $750.00%1 1— $75 新建仓