13F 机构持仓

TWIN PEAKS WEALTH ADVISORS, LLC

SAN FRANCISCO CA · SEC CIK 0002006218

2026Q22026Q1 更早 9 个季度 🔒
$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
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

IVV 7.8%
AAPL 4.5%
NVDA 3.2%
IUSB 3.2%
IVW 3.1%
DYNF 3.0%
IVE 2.5%
IEMG 2.3%
BUFR 2.2%
META 2.1%

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
BBY BEST BUY INC COM $00.00%0 -113-100.0% -$7,255 清仓
APG API GROUP CORP COM STK $00.00%0 -179-100.0% -$7,253 清仓
CRCL CIRCLE INTERNET GROUP INC COM CL A $00.00%0 -76-100.0% -$7,251 清仓
UGI UGI CORP NEW COM $00.00%0 -199-100.0% -$7,248 清仓
INSW INTERNATIONAL SEAWAYS INC COM $00.00%0 -99-100.0% -$7,215 清仓
SSD SIMPSON MFG INC COM $00.00%0 -42-100.0% -$7,208 清仓
CC CHEMOURS CO COM $00.00%0 -327-100.0% -$7,204 清仓
TNL TRAVEL PLUS LEISURE CO COM $00.00%0 -104-100.0% -$7,196 清仓
H HYATT HOTELS CORP COM CL A $00.00%0 -50-100.0% -$7,190 清仓
LTC LTC PPTYS INC COM $00.00%0 -193-100.0% -$7,172 清仓
FBCG FIDELITY BLUE CHIP GROWTH ETF $00.00%0 -143-100.0% -$7,169 清仓
BMI BADGER METER INC COM $00.00%0 -47-100.0% -$7,160 清仓
GTY GETTY RLTY CORP NEW COM $00.00%0 -225-100.0% -$7,155 清仓
FHB FIRST HAWAIIAN INC COM $00.00%0 -290-100.0% -$7,146 清仓
AAP ADVANCE AUTO PARTS INC COM $00.00%0 -135-100.0% -$7,121 清仓
ROIV ROIVANT SCIENCES LTD SHS $00.00%0 -257-100.0% -$7,119 清仓
KTB KONTOOR BRANDS INC COM $00.00%0 -101-100.0% -$7,099 清仓
TBBK BANCORP INC DEL COM $00.00%0 -132-100.0% -$7,092 清仓
OMC OMNICOM GROUP INC COM $00.00%0 -94-100.0% -$7,079 清仓
INDB INDEPENDENT BK CORP MASS COM $00.00%0 -94-100.0% -$7,070 清仓
— SELECT MED HLDGS CORP COM $00.00%0 -434-100.0% -$7,070 清仓
WIT WIPRO LTD SPON ADR 1 SH $00.00%0 -3,333-100.0% -$7,066 清仓
MDU MDU RES GROUP INC COM $00.00%0 -341-100.0% -$7,066 清仓
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND $00.00%0 -235-100.0% -$7,039 清仓
ALGN ALIGN TECHNOLOGY INC COM $00.00%0 -41-100.0% -$7,029 清仓
— FIRST TRUST CHINA ALPHADEX FUND $00.00%0 -224-100.0% -$7,020 清仓
ORI OLD REP INTL CORP COM $00.00%0 -174-100.0% -$6,943 清仓
RUSHA RUSH ENTERPRISES INC CL A $00.00%0 -105-100.0% -$6,942 清仓
CMC COMMERCIAL METALS CO COM $00.00%0 -113-100.0% -$6,942 清仓
VCTR VICTORY CAP HLDGS INC DEL COM CL A $00.00%0 -106-100.0% -$6,941 清仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $00.00%0 -150-100.0% -$6,935 清仓
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $00.00%0 -230-100.0% -$6,928 清仓
URBN URBAN OUTFITTERS INC COM $00.00%0 -109-100.0% -$6,905 清仓
PRG PROG HOLDINGS INC COM NPV $00.00%0 -240-100.0% -$6,886 清仓
AZZ AZZ INC COM $00.00%0 -55-100.0% -$6,882 清仓
KALU KAISER ALUMINIUM CORPORATION COM PAR $0.01 $00.00%0 -57-100.0% -$6,869 清仓
PPG PPG INDS INC COM $00.00%0 -64-100.0% -$6,840 清仓
SHAK SHAKE SHACK INC CL A $00.00%0 -77-100.0% -$6,812 清仓
DSGX DESCARTES SYS GROUP INC COM $00.00%0 -95-100.0% -$6,798 清仓
VMI VALMONT INDS INC COM $00.00%0 -17-100.0% -$6,793 清仓
CNQ CANADIAN NAT RES LTD MED TERM COM $00.00%0 -139-100.0% -$6,773 清仓
KAI KADANT INC COM $00.00%0 -23-100.0% -$6,724 清仓
MEDP MEDPACE HLDGS INC COM $00.00%0 -14-100.0% -$6,723 清仓
JBS JBS N.V. CL A SHS $00.00%0 -374-100.0% -$6,717 清仓
BCE BCE INC COM NEW $00.00%0 -266-100.0% -$6,714 清仓
TRN TRINITY INDS INC COM $00.00%0 -208-100.0% -$6,693 清仓
GMAB GENMAB A/S SPONSORED ADS $00.00%0 -249-100.0% -$6,681 清仓
OII OCEANEERING INTL INC COM $00.00%0 -188-100.0% -$6,668 清仓
EIG EMPLOYERS HLDGS INC COM $00.00%0 -162-100.0% -$6,665 清仓
RPV INVESCO S&P 500 PURE VALUE ETF $00.00%0 -62-100.0% -$6,658 清仓
TRST TRUSTCO BK CORP N Y COM NEW $00.00%0 -152-100.0% -$6,655 清仓
— INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF $00.00%0 -225-100.0% -$6,638 清仓
CX CEMEX SA EURO MTN BE 144A SPON ADR NEW $00.00%0 -578-100.0% -$6,612 清仓
FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR $00.00%0 -293-100.0% -$6,610 清仓
WTM WHITE MTNS INS GROUP LTD COM $00.00%0 -3-100.0% -$6,591 清仓
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF $00.00%0 -90-100.0% -$6,581 清仓
HTO H2O AMERICA COM $00.00%0 -111-100.0% -$6,512 清仓
AM ANTERO MIDSTREAM CORP COM $00.00%0 -285-100.0% -$6,498 清仓
BG BUNGE GLOBAL SA COM SHS $00.00%0 -51-100.0% -$6,487 清仓
PNFP PINNACLE FINL PARTNERS INC COM $00.00%0 -75-100.0% -$6,461 清仓
HII HUNTINGTON INGALLS INDS INC COM $00.00%0 -17-100.0% -$6,458 清仓
BKE BUCKLE INC COM $00.00%0 -128-100.0% -$6,446 清仓
JIVE JPMORGAN INTERNATIONAL VALUE ETF $00.00%0 -75-100.0% -$6,423 清仓
MRP MILLROSE PPTYS INC COM CL A $00.00%0 -229-100.0% -$6,412 清仓
NEU NEWMARKET CORP COM $00.00%0 -10-100.0% -$6,410 清仓
FICO FAIR ISAAC CORP COM $00.00%0 -6-100.0% -$6,405 清仓
CORT CORCEPT THERAPEUTICS INC COM $00.00%0 -157-100.0% -$6,329 清仓
ARMK ARAMARK COM $00.00%0 -156-100.0% -$6,324 清仓
— TOPBUILD COR COM $00.00%0 -18-100.0% -$6,323 清仓
SAIA SAIA INC COM $00.00%0 -18-100.0% -$6,323 清仓
ARW ARROW ELECTRS INC COM $00.00%0 -44-100.0% -$6,310 清仓
BRX BRIXMOR PPTY GROUP INC COM $00.00%0 -219-100.0% -$6,307 清仓
INFY INFOSYS LTD SPONSORED ADR $00.00%0 -465-100.0% -$6,282 清仓
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $00.00%0 -316-100.0% -$6,276 清仓
PRLB PROTO LABS INC COM $00.00%0 -110-100.0% -$6,272 清仓
JBSS SANFILIPPO JOHN B & SON INC COM $00.00%0 -79-100.0% -$6,267 清仓
GPN GLOBAL PMTS INC COM $00.00%0 -93-100.0% -$6,259 清仓
ZD ZIFF DAVIS INC COM $00.00%0 -149-100.0% -$6,252 清仓
VIRT VIRTU FINL INC CL A $00.00%0 -142-100.0% -$6,245 清仓
OMCL OMNICELL COM COM $00.00%0 -187-100.0% -$6,242 清仓
FCFS FIRSTCASH HOLDINGS INC COM $00.00%0 -33-100.0% -$6,204 清仓
PAYC PAYCOM SOFTWARE INC COM $00.00%0 -51-100.0% -$6,199 清仓
ICUI ICU MED INC COM $00.00%0 -48-100.0% -$6,199 清仓
CPK CHESAPEAKE UTILS CORP COM $00.00%0 -49-100.0% -$6,192 清仓
SNA SNAP ON INC COM $00.00%0 -17-100.0% -$6,175 清仓
FDG AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF $00.00%0 -54-100.0% -$6,159 清仓
MCY MERCURY GENL CORP NEW COM $00.00%0 -69-100.0% -$6,082 清仓
RCI ROGERS COMMUNICATIONS INC CL B $00.00%0 -158-100.0% -$6,075 清仓
IP INTERNATIONAL PAPER CO COM $00.00%0 -170-100.0% -$6,069 清仓
THG HANOVER INS GROUP INC COM $00.00%0 -35-100.0% -$6,067 清仓
ECPG ENCORE CAP GROUP INC COM $00.00%0 -86-100.0% -$6,030 清仓
LSCC LATTICE SEMICONDUCTOR CORP COM $00.00%0 -65-100.0% -$6,029 清仓
JIG JPMORGAN INTERNATIONAL GROWTH ETF $00.00%0 -81-100.0% -$6,013 清仓
PENN PENN ENTERTAINMENT INC COM $00.00%0 -399-100.0% -$5,997 清仓
DOCU DOCUSIGN INC COM $00.00%0 -126-100.0% -$5,974 清仓
STE STERIS PLC SHS USD $00.00%0 -27-100.0% -$5,971 清仓
— JANUS HENDERSON GROUP PLC ORD SHS $00.00%0 -116-100.0% -$5,959 清仓
ONTO ONTO INNOVATION INC COM $00.00%0 -29-100.0% -$5,947 清仓
FULT FULTON FINL CORP PA COM $00.00%0 -292-100.0% -$5,939 清仓
ARLO ARLO TECHNOLOGIES INC COM $00.00%0 -417-100.0% -$5,934 清仓