TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DIOD | DIODES INC COM | $5,256 | 0.00% | 77 | 77 | — | $5,256 | 新建仓 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $5,259 | 0.00% | 368 | 368 | — | $5,259 | 新建仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $5,265 | 0.00% | 63 | 63 | — | $5,265 | 新建仓 |
| WYNN | WYNN RESORTS LTD COM | $5,281 | 0.00% | 52 | 52 | — | $5,281 | 新建仓 |
| INVH | INVITATION HOMES INC COM | $5,293 | 0.00% | 213 | 213 | — | $5,293 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $5,319 | 0.00% | 246 | 246 | — | $5,319 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $5,322 | 0.00% | 100 | 100 | — | $5,322 | 新建仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $5,328 | 0.00% | 185 | 185 | — | $5,328 | 新建仓 |
| USO | UNITED STATES OIL FUND LP | $5,333 | 0.00% | 42 | 42 | — | $5,333 | 新建仓 |
| BKH | BLACK HILLS CORP COM | $5,345 | 0.00% | 77 | 77 | — | $5,345 | 新建仓 |
| BDVL | ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT | $5,349 | 0.00% | 217 | 217 | — | $5,349 | 新建仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $5,361 | 0.00% | 195 | 195 | — | $5,361 | 新建仓 |
| GFF | GRIFFON CORP COM | $5,378 | 0.00% | 74 | 74 | — | $5,378 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $5,405 | 0.00% | 112 | 112 | — | $5,405 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $5,409 | 0.00% | 101 | 101 | — | $5,409 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $5,432 | 0.00% | 227 | 227 | — | $5,432 | 新建仓 |
| DXPE | DXP ENTERPRISES INC COM NEW | $5,449 | 0.00% | 39 | 39 | — | $5,449 | 新建仓 |
| HRB | BLOCK H & R INC COM | $5,459 | 0.00% | 172 | 172 | — | $5,459 | 新建仓 |
| RAL | RALLIANT CORP COM | $5,490 | 0.00% | 132 | 132 | — | $5,490 | 新建仓 |
| — | CSG SYS INTL INC COM | $5,516 | 0.00% | 69 | 69 | — | $5,516 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $5,525 | 0.00% | 175 | 175 | — | $5,525 | 新建仓 |
| SAM | BOSTON BEER INC CL A | $5,530 | 0.00% | 24 | 24 | — | $5,530 | 新建仓 |
| BYD | BOYD GAMING CORP COM | $5,588 | 0.00% | 68 | 68 | — | $5,588 | 新建仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $5,593 | 0.00% | 22 | 22 | — | $5,593 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION COM | $5,599 | 0.00% | 246 | 246 | — | $5,599 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $5,600 | 0.00% | 4,000 | 4,000 | — | $5,600 | 新建仓 |
| SXI | STANDEX INTL CORP COM | $5,607 | 0.00% | 22 | 22 | — | $5,607 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $5,609 | 0.00% | 34 | 34 | — | $5,609 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $5,610 | 0.00% | 58 | 58 | — | $5,610 | 新建仓 |
| BOH | BANK HAWAII CORP COM | $5,643 | 0.00% | 76 | 76 | — | $5,643 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $5,654 | 0.00% | 3 | 3 | — | $5,654 | 新建仓 |
| SEB | SEABOARD CORP DEL COM | $5,654 | 0.00% | 1 | 1 | — | $5,654 | 新建仓 |
| RELY | REMITLY GLOBAL INC COM | $5,657 | 0.00% | 361 | 361 | — | $5,657 | 新建仓 |
| FRPT | FRESHPET INC COM | $5,660 | 0.00% | 96 | 96 | — | $5,660 | 新建仓 |
| CVBF | CVB FINL CORP COM | $5,662 | 0.00% | 292 | 292 | — | $5,662 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $5,688 | 0.00% | 30 | 30 | — | $5,688 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $5,697 | 0.00% | 526 | 526 | — | $5,697 | 新建仓 |
| HAS | HASBRO INC COM | $5,710 | 0.00% | 61 | 61 | — | $5,710 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $5,721 | 0.00% | 27 | 27 | — | $5,721 | 新建仓 |
| PRK | PARK NATL CORP COM | $5,721 | 0.00% | 35 | 35 | — | $5,721 | 新建仓 |
| LOGI | LOGITECH INTL S A SHS | $5,741 | 0.00% | 63 | 63 | — | $5,741 | 新建仓 |
| BDC | BELDEN INC COM | $5,742 | 0.00% | 50 | 50 | — | $5,742 | 新建仓 |
| SLGN | SILGAN HLDGS INC COM | $5,781 | 0.00% | 149 | 149 | — | $5,781 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $5,787 | 0.00% | 32 | 32 | — | $5,787 | 新建仓 |
| PLUS | EPLUS INC COM | $5,794 | 0.00% | 77 | 77 | — | $5,794 | 新建仓 |
| LEN | LENNAR CORP CL A | $5,818 | 0.00% | 67 | 67 | — | $5,818 | 新建仓 |
| UNM | UNUM GROUP COM | $5,842 | 0.00% | 80 | 80 | — | $5,842 | 新建仓 |
| RKLB | ROCKET LAB CORP COM | $5,844 | 0.00% | 91 | 91 | — | $5,844 | 新建仓 |
| AVAV | AEROVIRONMENT INC COM | $5,858 | 0.00% | 32 | 32 | — | $5,858 | 新建仓 |
| OTTR | OTTER TAIL CORP COM | $5,881 | 0.00% | 67 | 67 | — | $5,881 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | $5,924 | 0.00% | 101 | 101 | — | $5,924 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES INC COM | $5,934 | 0.00% | 417 | 417 | — | $5,934 | 新建仓 |
| FULT | FULTON FINL CORP PA COM | $5,939 | 0.00% | 292 | 292 | — | $5,939 | 新建仓 |
| ONTO | ONTO INNOVATION INC COM | $5,947 | 0.00% | 29 | 29 | — | $5,947 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $5,959 | 0.00% | 116 | 116 | — | $5,959 | 新建仓 |
| STE | STERIS PLC SHS USD | $5,971 | 0.00% | 27 | 27 | — | $5,971 | 新建仓 |
| DOCU | DOCUSIGN INC COM | $5,974 | 0.00% | 126 | 126 | — | $5,974 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC COM | $5,997 | 0.00% | 399 | 399 | — | $5,997 | 新建仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $6,013 | 0.00% | 81 | 81 | — | $6,013 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $6,029 | 0.00% | 65 | 65 | — | $6,029 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC COM | $6,030 | 0.00% | 86 | 86 | — | $6,030 | 新建仓 |
| THG | HANOVER INS GROUP INC COM | $6,067 | 0.00% | 35 | 35 | — | $6,067 | 新建仓 |
| IP | INTERNATIONAL PAPER CO COM | $6,069 | 0.00% | 170 | 170 | — | $6,069 | 新建仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $6,075 | 0.00% | 158 | 158 | — | $6,075 | 新建仓 |
| MCY | MERCURY GENL CORP NEW COM | $6,082 | 0.00% | 69 | 69 | — | $6,082 | 新建仓 |
| FDG | AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | $6,159 | 0.00% | 54 | 54 | — | $6,159 | 新建仓 |
| SNA | SNAP ON INC COM | $6,175 | 0.00% | 17 | 17 | — | $6,175 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $6,192 | 0.00% | 49 | 49 | — | $6,192 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $6,199 | 0.00% | 51 | 51 | — | $6,199 | 新建仓 |
| ICUI | ICU MED INC COM | $6,199 | 0.00% | 48 | 48 | — | $6,199 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $6,204 | 0.00% | 33 | 33 | — | $6,204 | 新建仓 |
| OMCL | OMNICELL COM COM | $6,242 | 0.00% | 187 | 187 | — | $6,242 | 新建仓 |
| VIRT | VIRTU FINL INC CL A | $6,245 | 0.00% | 142 | 142 | — | $6,245 | 新建仓 |
| ZD | ZIFF DAVIS INC COM | $6,252 | 0.00% | 149 | 149 | — | $6,252 | 新建仓 |
| GPN | GLOBAL PMTS INC COM | $6,259 | 0.00% | 93 | 93 | — | $6,259 | 新建仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $6,267 | 0.00% | 79 | 79 | — | $6,267 | 新建仓 |
| PRLB | PROTO LABS INC COM | $6,272 | 0.00% | 110 | 110 | — | $6,272 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $6,276 | 0.00% | 316 | 316 | — | $6,276 | 新建仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $6,282 | 0.00% | 465 | 465 | — | $6,282 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $6,307 | 0.00% | 219 | 219 | — | $6,307 | 新建仓 |
| ARW | ARROW ELECTRS INC COM | $6,310 | 0.00% | 44 | 44 | — | $6,310 | 新建仓 |
| — | TOPBUILD COR COM | $6,323 | 0.00% | 18 | 18 | — | $6,323 | 新建仓 |
| SAIA | SAIA INC COM | $6,323 | 0.00% | 18 | 18 | — | $6,323 | 新建仓 |
| ARMK | ARAMARK COM | $6,324 | 0.00% | 156 | 156 | — | $6,324 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $6,329 | 0.00% | 157 | 157 | — | $6,329 | 新建仓 |
| FICO | FAIR ISAAC CORP COM | $6,405 | 0.00% | 6 | 6 | — | $6,405 | 新建仓 |
| NEU | NEWMARKET CORP COM | $6,410 | 0.00% | 10 | 10 | — | $6,410 | 新建仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $6,412 | 0.00% | 229 | 229 | — | $6,412 | 新建仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $6,423 | 0.00% | 75 | 75 | — | $6,423 | 新建仓 |
| BKE | BUCKLE INC COM | $6,446 | 0.00% | 128 | 128 | — | $6,446 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $6,458 | 0.00% | 17 | 17 | — | $6,458 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $6,461 | 0.00% | 75 | 75 | — | $6,461 | 新建仓 |
| BG | BUNGE GLOBAL SA COM SHS | $6,487 | 0.00% | 51 | 51 | — | $6,487 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP COM | $6,498 | 0.00% | 285 | 285 | — | $6,498 | 新建仓 |
| HTO | H2O AMERICA COM | $6,512 | 0.00% | 111 | 111 | — | $6,512 | 新建仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $6,581 | 0.00% | 90 | -15,608 | -99.4% | -$114.13万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $6,591 | 0.00% | 3 | 3 | — | $6,591 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $6,610 | 0.00% | 293 | 293 | — | $6,610 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $6,612 | 0.00% | 578 | 578 | — | $6,612 | 新建仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $6,638 | 0.00% | 225 | 225 | — | $6,638 | 新建仓 |