TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$4.42亿2026Q2 申报市值
226持仓数
34.0%前十大占比 · 第一大 7.8%
5 / 2148新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$1,632.30万
IUSB 加仓+$488.15万
CORO 加仓+$459.08万
IALT 新建仓+$308.47万
SPY 加仓+$228.06万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$512.49万
EFV 减仓-$463.90万
IAGG 清仓-$229.37万
IEMG 减仓-$197.07万
AAPL 减仓-$161.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PLNT | PLANET FITNESS MASTER ISSUER L CL A | $0 | 0.00% | 0 | -121 | -100.0% | -$9,000 | 清仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $0 | 0.00% | 0 | -353 | -100.0% | -$8,994 | 清仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $0 | 0.00% | 0 | -125 | -100.0% | -$8,976 | 清仓 |
| ICOP | ISHARES COPPER AND METALS MINING ETF | $0 | 0.00% | 0 | -188 | -100.0% | -$8,945 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $0 | 0.00% | 0 | -430 | -100.0% | -$8,923 | 清仓 |
| CLX | CLOROX CO DEL COM | $0 | 0.00% | 0 | -86 | -100.0% | -$8,912 | 清仓 |
| SON | SONOCO PRODS CO COM | $0 | 0.00% | 0 | -164 | -100.0% | -$8,871 | 清仓 |
| KGS | KODIAK GAS SVCS INC COM | $0 | 0.00% | 0 | -152 | -100.0% | -$8,865 | 清仓 |
| REG | REGENCY CTRS CORP COM | $0 | 0.00% | 0 | -117 | -100.0% | -$8,852 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $0 | 0.00% | 0 | -339 | -100.0% | -$8,841 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS COM | $0 | 0.00% | 0 | -171 | -100.0% | -$8,839 | 清仓 |
| SCI | SERVICE CORP INTL COM | $0 | 0.00% | 0 | -107 | -100.0% | -$8,829 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $0 | 0.00% | 0 | -7 | -100.0% | -$8,828 | 清仓 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $0 | 0.00% | 0 | -393 | -100.0% | -$8,748 | 清仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$8,728 | 清仓 |
| MTH | MERITAGE HOMES CORP COM | $0 | 0.00% | 0 | -141 | -100.0% | -$8,719 | 清仓 |
| CCJ | CAMECO CORP COM | $0 | 0.00% | 0 | -80 | -100.0% | -$8,689 | 清仓 |
| — | AVALONBAY CMNTYS INC COM | $0 | 0.00% | 0 | -53 | -100.0% | -$8,658 | 清仓 |
| WTFC | WINTRUST FINL CORP COM | $0 | 0.00% | 0 | -62 | -100.0% | -$8,614 | 清仓 |
| EL | LAUDER ESTEE COS INC CL A | $0 | 0.00% | 0 | -120 | -100.0% | -$8,612 | 清仓 |
| PRIM | PRIMORIS SVCS CORP COM | $0 | 0.00% | 0 | -60 | -100.0% | -$8,582 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -168 | -100.0% | -$8,576 | 清仓 |
| CATY | CATHAY GEN BANCORP COM | $0 | 0.00% | 0 | -172 | -100.0% | -$8,576 | 清仓 |
| GEO | GEO GROUP INC COM | $0 | 0.00% | 0 | -510 | -100.0% | -$8,573 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $0 | 0.00% | 0 | -78 | -100.0% | -$8,515 | 清仓 |
| — | FIRST TRUST ALERIAN DISRUPTIVE TECHNOLOGY REAL ESTATE ETF | $0 | 0.00% | 0 | -218 | -100.0% | -$8,496 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -343 | -100.0% | -$8,493 | 清仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $0 | 0.00% | 0 | -8 | -100.0% | -$8,458 | 清仓 |
| DLTR | DOLLAR TREE INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$8,432 | 清仓 |
| BALL | BALL CORP COM | $0 | 0.00% | 0 | -142 | -100.0% | -$8,394 | 清仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $0 | 0.00% | 0 | -106 | -100.0% | -$8,390 | 清仓 |
| GLPI | GAMING & LEISURE P COM | $0 | 0.00% | 0 | -189 | -100.0% | -$8,386 | 清仓 |
| PJT | PJT PARTNERS INC COM CL A | $0 | 0.00% | 0 | -60 | -100.0% | -$8,383 | 清仓 |
| NMIH | NMI HLDGS INC COM | $0 | 0.00% | 0 | -223 | -100.0% | -$8,365 | 清仓 |
| G | GENPACT LIMITED SHS | $0 | 0.00% | 0 | -224 | -100.0% | -$8,344 | 清仓 |
| IEX | IDEX CORP COM | $0 | 0.00% | 0 | -44 | -100.0% | -$8,340 | 清仓 |
| PB | PROSPERITY BANCSHARES INC COM | $0 | 0.00% | 0 | -123 | -100.0% | -$8,263 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $0 | 0.00% | 0 | -223 | -100.0% | -$8,253 | 清仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$8,243 | 清仓 |
| CARG | CARGURUS INC COM CL A | $0 | 0.00% | 0 | -242 | -100.0% | -$8,240 | 清仓 |
| RAMP | LIVERAMP HLDGS INC COM | $0 | 0.00% | 0 | -310 | -100.0% | -$8,221 | 清仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $0 | 0.00% | 0 | -209 | -100.0% | -$8,212 | 清仓 |
| NTRA | NATERA INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$8,200 | 清仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $0 | 0.00% | 0 | -2,237 | -100.0% | -$8,165 | 清仓 |
| RBC | RBC BEARINGS INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$8,147 | 清仓 |
| WAY | WAYSTAR HLDG CORP COM | $0 | 0.00% | 0 | -335 | -100.0% | -$8,077 | 清仓 |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | $0 | 0.00% | 0 | -184 | -100.0% | -$8,060 | 清仓 |
| UNF | UNIFIRST CORP MASS COM | $0 | 0.00% | 0 | -32 | -100.0% | -$8,051 | 清仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $0 | 0.00% | 0 | -102 | -100.0% | -$8,036 | 清仓 |
| — | NAVIENT CORPORATION COM | $0 | 0.00% | 0 | -981 | -100.0% | -$8,025 | 清仓 |
| ASH | ASHLAND INC COM | $0 | 0.00% | 0 | -144 | -100.0% | -$8,008 | 清仓 |
| MOH | MOLINA HEALTHCARE INC COM | $0 | 0.00% | 0 | -60 | -100.0% | -$7,998 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $0 | 0.00% | 0 | -93 | -100.0% | -$7,978 | 清仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $0 | 0.00% | 0 | -289 | -100.0% | -$7,959 | 清仓 |
| YOU | CLEAR SECURE INC COM CL A | $0 | 0.00% | 0 | -164 | -100.0% | -$7,939 | 清仓 |
| EXPO | EXPONENT INC COM | $0 | 0.00% | 0 | -121 | -100.0% | -$7,895 | 清仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$7,875 | 清仓 |
| VALE | VALE S A SPONSORED ADS | $0 | 0.00% | 0 | -495 | -100.0% | -$7,875 | 清仓 |
| MRCY | MERCURY SYS INC COM | $0 | 0.00% | 0 | -108 | -100.0% | -$7,874 | 清仓 |
| PHIN | PHINIA INC COMMON STOCK | $0 | 0.00% | 0 | -115 | -100.0% | -$7,871 | 清仓 |
| RBA | RB GLOBAL INC COM | $0 | 0.00% | 0 | -82 | -100.0% | -$7,860 | 清仓 |
| NTR | NUTRIEN LTD COM | $0 | 0.00% | 0 | -104 | -100.0% | -$7,848 | 清仓 |
| DBX | DROPBOX INC CL A | $0 | 0.00% | 0 | -345 | -100.0% | -$7,838 | 清仓 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $0 | 0.00% | 0 | -125 | -100.0% | -$7,830 | 清仓 |
| CNC | CENTENE CORP DEL COM | $0 | 0.00% | 0 | -239 | -100.0% | -$7,825 | 清仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$7,820 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$7,817 | 清仓 |
| ALLY | ALLY FINL INC COM | $0 | 0.00% | 0 | -199 | -100.0% | -$7,807 | 清仓 |
| OSK | OSHKOSH CORP COM | $0 | 0.00% | 0 | -53 | -100.0% | -$7,802 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $0 | 0.00% | 0 | -90 | -100.0% | -$7,780 | 清仓 |
| CVCO | CAVCO INDS INC DEL COM | $0 | 0.00% | 0 | -16 | -100.0% | -$7,749 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $0 | 0.00% | 0 | -184 | -100.0% | -$7,746 | 清仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $0 | 0.00% | 0 | -132 | -100.0% | -$7,721 | 清仓 |
| CVE | CENOVUS ENERGY INC COM | $0 | 0.00% | 0 | -291 | -100.0% | -$7,720 | 清仓 |
| RDY | DR REDDYS LABS LTD ADR | $0 | 0.00% | 0 | -557 | -100.0% | -$7,714 | 清仓 |
| JJSF | J & J SNACK FOODS CORP COM | $0 | 0.00% | 0 | -97 | -100.0% | -$7,689 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $0 | 0.00% | 0 | -123 | -100.0% | -$7,678 | 清仓 |
| KMPR | KEMPER CORP COM | $0 | 0.00% | 0 | -251 | -100.0% | -$7,671 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $0 | 0.00% | 0 | -466 | -100.0% | -$7,654 | 清仓 |
| KFY | KORN FERRY COM NEW | $0 | 0.00% | 0 | -121 | -100.0% | -$7,617 | 清仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $0 | 0.00% | 0 | -60 | -100.0% | -$7,600 | 清仓 |
| AXTA | AXALTA COATING SYS LTD COM | $0 | 0.00% | 0 | -274 | -100.0% | -$7,590 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $0 | 0.00% | 0 | -173 | -100.0% | -$7,581 | 清仓 |
| DT | DYNATRACE INC COM NEW | $0 | 0.00% | 0 | -204 | -100.0% | -$7,544 | 清仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $0 | 0.00% | 0 | -105 | -100.0% | -$7,532 | 清仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$7,509 | 清仓 |
| LCII | LCI INDS COM | $0 | 0.00% | 0 | -61 | -100.0% | -$7,502 | 清仓 |
| APTV | APTIV PLC COM SHS | $0 | 0.00% | 0 | -108 | -100.0% | -$7,500 | 清仓 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$7,468 | 清仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $0 | 0.00% | 0 | -100 | -100.0% | -$7,445 | 清仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $0 | 0.00% | 0 | -179 | -100.0% | -$7,414 | 清仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $0 | 0.00% | 0 | -158 | -100.0% | -$7,412 | 清仓 |
| GPC | GENUINE PARTS CO COM | $0 | 0.00% | 0 | -70 | -100.0% | -$7,403 | 清仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $0 | 0.00% | 0 | -301 | -100.0% | -$7,390 | 清仓 |
| MMSI | MERIT MED SYS INC COM | $0 | 0.00% | 0 | -107 | -100.0% | -$7,376 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $0 | 0.00% | 0 | -86 | -100.0% | -$7,367 | 清仓 |
| EWBC | EAST WEST BANCORP INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$7,366 | 清仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$7,338 | 清仓 |
| MOG/A | MOOG INC CL A | $0 | 0.00% | 0 | -25 | -100.0% | -$7,316 | 清仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $0 | 0.00% | 0 | -84 | -100.0% | -$7,281 | 清仓 |