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
TRST TRUSTCO BK CORP N Y COM NEW $6,6550.00%152 152— $6,655 新建仓
RPV INVESCO S&P 500 PURE VALUE ETF $6,6580.00%62 62— $6,658 新建仓
EIG EMPLOYERS HLDGS INC COM $6,6650.00%162 162— $6,665 新建仓
OII OCEANEERING INTL INC COM $6,6680.00%188 188— $6,668 新建仓
GMAB GENMAB A/S SPONSORED ADS $6,6810.00%249 249— $6,681 新建仓
TRN TRINITY INDS INC COM $6,6930.00%208 208— $6,693 新建仓
BCE BCE INC COM NEW $6,7140.00%266 266— $6,714 新建仓
JBS JBS N.V. CL A SHS $6,7170.00%374 374— $6,717 新建仓
MEDP MEDPACE HLDGS INC COM $6,7230.00%14 14— $6,723 新建仓
KAI KADANT INC COM $6,7240.00%23 23— $6,724 新建仓
CNQ CANADIAN NAT RES LTD MED TERM COM $6,7730.00%139 139— $6,773 新建仓
VMI VALMONT INDS INC COM $6,7930.00%17 17— $6,793 新建仓
DSGX DESCARTES SYS GROUP INC COM $6,7980.00%95 95— $6,798 新建仓
SHAK SHAKE SHACK INC CL A $6,8120.00%77 77— $6,812 新建仓
PPG PPG INDS INC COM $6,8400.00%64 64— $6,840 新建仓
KALU KAISER ALUMINIUM CORPORATION COM PAR $0.01 $6,8690.00%57 57— $6,869 新建仓
AZZ AZZ INC COM $6,8820.00%55 55— $6,882 新建仓
PRG PROG HOLDINGS INC COM NPV $6,8860.00%240 240— $6,886 新建仓
URBN URBAN OUTFITTERS INC COM $6,9050.00%109 109— $6,905 新建仓
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $6,9280.00%230 230— $6,928 新建仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $6,9350.00%150 150— $6,935 新建仓
VCTR VICTORY CAP HLDGS INC DEL COM CL A $6,9410.00%106 106— $6,941 新建仓
CMC COMMERCIAL METALS CO COM $6,9420.00%113 113— $6,942 新建仓
RUSHA RUSH ENTERPRISES INC CL A $6,9420.00%105 105— $6,942 新建仓
ORI OLD REP INTL CORP COM $6,9430.00%174 174— $6,943 新建仓
— FIRST TRUST CHINA ALPHADEX FUND $7,0200.00%224 224— $7,020 新建仓
ALGN ALIGN TECHNOLOGY INC COM $7,0290.00%41 41— $7,029 新建仓
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND $7,0390.00%235 235— $7,039 新建仓
WIT WIPRO LTD SPON ADR 1 SH $7,0660.00%3,333 3,333— $7,066 新建仓
MDU MDU RES GROUP INC COM $7,0660.00%341 341— $7,066 新建仓
INDB INDEPENDENT BK CORP MASS COM $7,0700.00%94 94— $7,070 新建仓
— SELECT MED HLDGS CORP COM $7,0700.00%434 434— $7,070 新建仓
OMC OMNICOM GROUP INC COM $7,0790.00%94 94— $7,079 新建仓
TBBK BANCORP INC DEL COM $7,0920.00%132 132— $7,092 新建仓
KTB KONTOOR BRANDS INC COM $7,0990.00%101 101— $7,099 新建仓
ROIV ROIVANT SCIENCES LTD SHS $7,1190.00%257 257— $7,119 新建仓
AAP ADVANCE AUTO PARTS INC COM $7,1210.00%135 135— $7,121 新建仓
FHB FIRST HAWAIIAN INC COM $7,1460.00%290 290— $7,146 新建仓
GTY GETTY RLTY CORP NEW COM $7,1550.00%225 225— $7,155 新建仓
BMI BADGER METER INC COM $7,1600.00%47 47— $7,160 新建仓
FBCG FIDELITY BLUE CHIP GROWTH ETF $7,1690.00%143 143— $7,169 新建仓
LTC LTC PPTYS INC COM $7,1720.00%193 193— $7,172 新建仓
H HYATT HOTELS CORP COM CL A $7,1900.00%50 50— $7,190 新建仓
TNL TRAVEL PLUS LEISURE CO COM $7,1960.00%104 104— $7,196 新建仓
CC CHEMOURS CO COM $7,2040.00%327 327— $7,204 新建仓
SSD SIMPSON MFG INC COM $7,2080.00%42 42— $7,208 新建仓
INSW INTERNATIONAL SEAWAYS INC COM $7,2150.00%99 99— $7,215 新建仓
UGI UGI CORP NEW COM $7,2480.00%199 199— $7,248 新建仓
CRCL CIRCLE INTERNET GROUP INC COM CL A $7,2510.00%76 76— $7,251 新建仓
APG API GROUP CORP COM STK $7,2530.00%179 179— $7,253 新建仓
BBY BEST BUY INC COM $7,2550.00%113 113— $7,255 新建仓
IHE ISHARES U.S. PHARMACEUTICALS ETF $7,2810.00%84 84— $7,281 新建仓
MOG/A MOOG INC CL A $7,3160.00%25 25— $7,316 新建仓
ARKX ARK SPACE & DEFENSE INNOVATION ETF $7,3380.00%250 250— $7,338 新建仓
EWBC EAST WEST BANCORP INC COM $7,3660.00%69 69— $7,366 新建仓
PFGC PERFORMANCE FOOD GROUP CO COM $7,3670.00%86 86— $7,367 新建仓
MMSI MERIT MED SYS INC COM $7,3760.00%107 107— $7,376 新建仓
KRG KITE REALTY GROUP TRUST COM NEW $7,3900.00%301 301— $7,390 新建仓
GPC GENUINE PARTS CO COM $7,4030.00%70 70— $7,403 新建仓
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF $7,4120.00%158 158— $7,412 新建仓
UBSI UNITED BANKSHARES INC WEST VA COM $7,4140.00%179 179— $7,414 新建仓
DEO DIAGEO PLC SPON ADR NEW $7,4450.00%100 100— $7,445 新建仓
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF $7,4680.00%132 132— $7,468 新建仓
APTV APTIV PLC COM SHS $7,5000.00%108 108— $7,500 新建仓
LCII LCI INDS COM $7,5020.00%61 61— $7,502 新建仓
HACK AMPLIFY CYBERSECURITY ETF $7,5090.00%100 100— $7,509 新建仓
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF $7,5320.00%105 105— $7,532 新建仓
DT DYNATRACE INC COM NEW $7,5440.00%204 204— $7,544 新建仓
OHI OMEGA HEALTHCARE INVS INC COM $7,5810.00%173 173— $7,581 新建仓
AXTA AXALTA COATING SYS LTD COM $7,5900.00%274 274— $7,590 新建仓
LAMR LAMAR ADVERTISING CO CL A $7,6000.00%60 60— $7,600 新建仓
KFY KORN FERRY COM NEW $7,6170.00%121 121— $7,617 新建仓
DOC HEALTHPEAK PROPERTIES INC COM $7,6540.00%466 466— $7,654 新建仓
KMPR KEMPER CORP COM $7,6710.00%251 251— $7,671 新建仓
ELS EQUITY LIFESTYLE PROPERTIES COM $7,6780.00%123 123— $7,678 新建仓
JJSF J & J SNACK FOODS CORP COM $7,6890.00%97 97— $7,689 新建仓
RDY DR REDDYS LABS LTD ADR $7,7140.00%557 557— $7,714 新建仓
CVE CENOVUS ENERGY INC COM $7,7200.00%291 291— $7,720 新建仓
PKX POSCO HOLDINGS INC SPONSORED ADR $7,7210.00%132 132— $7,721 新建仓
TDS TELEPHONE & DATA SYS INC COM NEW $7,7460.00%184 184— $7,746 新建仓
CVCO CAVCO INDS INC DEL COM $7,7490.00%16 16— $7,749 新建仓
SXT SENSIENT TECHNOLOGIES CORP COM $7,7800.00%90 90— $7,780 新建仓
OSK OSHKOSH CORP COM $7,8020.00%53 53— $7,802 新建仓
ALLY ALLY FINL INC COM $7,8070.00%199 199— $7,807 新建仓
SWK STANLEY BLACK & DECKER INC COM $7,8170.00%110 110— $7,817 新建仓
VLUE ISHARES MSCI USA VALUE FACTOR ETF $7,8200.00%55 55— $7,820 新建仓
CNC CENTENE CORP DEL COM $7,8250.00%239 239— $7,825 新建仓
PARR PAR PAC HOLDINGS INC COM NEW $7,8300.00%125 125— $7,830 新建仓
DBX DROPBOX INC CL A $7,8380.00%345 345— $7,838 新建仓
NTR NUTRIEN LTD COM $7,8480.00%104 104— $7,848 新建仓
RBA RB GLOBAL INC COM $7,8600.00%82 82— $7,860 新建仓
PHIN PHINIA INC COMMON STOCK $7,8710.00%115 115— $7,871 新建仓
MRCY MERCURY SYS INC COM $7,8740.00%108 108— $7,874 新建仓
VALE VALE S A SPONSORED ADS $7,8750.00%495 495— $7,875 新建仓
VT VANGUARD TOTAL WORLD STOCK ETF $7,8750.00%57 57— $7,875 新建仓
EXPO EXPONENT INC COM $7,8950.00%121 121— $7,895 新建仓
YOU CLEAR SECURE INC COM CL A $7,9390.00%164 164— $7,939 新建仓
DLX DELUXE CORP MEDIUM TERM NTS COM $7,9590.00%289 289— $7,959 新建仓
DOCN DIGITALOCEAN HLDGS INC COM $7,9780.00%93 93— $7,978 新建仓
MOH MOLINA HEALTHCARE INC COM $7,9980.00%60 60— $7,998 新建仓