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
CBU COMMUNITY FINANCIAL SYSTEM INC COM $00.00%0 -101-100.0% -$5,924 清仓
OTTR OTTER TAIL CORP COM $00.00%0 -67-100.0% -$5,881 清仓
AVAV AEROVIRONMENT INC COM $00.00%0 -32-100.0% -$5,858 清仓
RKLB ROCKET LAB CORP COM $00.00%0 -91-100.0% -$5,844 清仓
UNM UNUM GROUP COM $00.00%0 -80-100.0% -$5,842 清仓
LEN LENNAR CORP CL A $00.00%0 -67-100.0% -$5,818 清仓
PLUS EPLUS INC COM $00.00%0 -77-100.0% -$5,794 清仓
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK $00.00%0 -32-100.0% -$5,787 清仓
SLGN SILGAN HLDGS INC COM $00.00%0 -149-100.0% -$5,781 清仓
BDC BELDEN INC COM $00.00%0 -50-100.0% -$5,742 清仓
LOGI LOGITECH INTL S A SHS $00.00%0 -63-100.0% -$5,741 清仓
JBHT HUNT J B TRANS SVCS INC COM $00.00%0 -27-100.0% -$5,721 清仓
PRK PARK NATL CORP COM $00.00%0 -35-100.0% -$5,721 清仓
HAS HASBRO INC COM $00.00%0 -61-100.0% -$5,710 清仓
PTEN PATTERSON-UTI ENERGY INC COM $00.00%0 -526-100.0% -$5,697 清仓
IWN ISHARES RUSSELL 2000 VALUE ETF $00.00%0 -30-100.0% -$5,688 清仓
CVBF CVB FINL CORP COM $00.00%0 -292-100.0% -$5,662 清仓
FRPT FRESHPET INC COM $00.00%0 -96-100.0% -$5,660 清仓
RELY REMITLY GLOBAL INC COM $00.00%0 -361-100.0% -$5,657 清仓
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A $00.00%0 -3-100.0% -$5,654 清仓
SEB SEABOARD CORP DEL COM $00.00%0 -1-100.0% -$5,654 清仓
BOH BANK HAWAII CORP COM $00.00%0 -76-100.0% -$5,643 清仓
EHC ENCOMPASS HEALTH CORP COM $00.00%0 -58-100.0% -$5,610 清仓
MKTX MARKETAXESS HLDGS INC COM $00.00%0 -34-100.0% -$5,609 清仓
SXI STANDEX INTL CORP COM $00.00%0 -22-100.0% -$5,607 清仓
NAK NORTHERN DYNASTY MINERALS LTD COM NEW $00.00%0 -4,000-100.0% -$5,600 清仓
FHN FIRST HORIZON CORPORATION COM $00.00%0 -246-100.0% -$5,599 清仓
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF $00.00%0 -22-100.0% -$5,593 清仓
BYD BOYD GAMING CORP COM $00.00%0 -68-100.0% -$5,588 清仓
SAM BOSTON BEER INC CL A $00.00%0 -24-100.0% -$5,530 清仓
MGY MAGNOLIA OIL & GAS CORP CL A $00.00%0 -175-100.0% -$5,525 清仓
— CSG SYS INTL INC COM $00.00%0 -69-100.0% -$5,516 清仓
RAL RALLIANT CORP COM $00.00%0 -132-100.0% -$5,490 清仓
HRB BLOCK H & R INC COM $00.00%0 -172-100.0% -$5,459 清仓
DXPE DXP ENTERPRISES INC COM NEW $00.00%0 -39-100.0% -$5,449 清仓
ELAN ELANCO ANIMAL HEALTH INC COM $00.00%0 -227-100.0% -$5,432 清仓
SWKS SKYWORKS SOLUTIONS INC COM $00.00%0 -101-100.0% -$5,409 清仓
MP MP MATERIALS CORP COM CL A $00.00%0 -112-100.0% -$5,405 清仓
GFF GRIFFON CORP COM $00.00%0 -74-100.0% -$5,378 清仓
MWA MUELLER WTR PRODS INC COM SER A $00.00%0 -195-100.0% -$5,361 清仓
BDVL ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT $00.00%0 -217-100.0% -$5,349 清仓
BKH BLACK HILLS CORP COM $00.00%0 -77-100.0% -$5,345 清仓
USO UNITED STATES OIL FUND LP $00.00%0 -42-100.0% -$5,333 清仓
LBRT LIBERTY ENERGY INC COM CL A $00.00%0 -185-100.0% -$5,328 清仓
NWN NORTHWEST NAT HLDG CO COM $00.00%0 -100-100.0% -$5,322 清仓
DKNG DRAFTKINGS INC NEW COM CL A $00.00%0 -246-100.0% -$5,319 清仓
INVH INVITATION HOMES INC COM $00.00%0 -213-100.0% -$5,293 清仓
WYNN WYNN RESORTS LTD COM $00.00%0 -52-100.0% -$5,281 清仓
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF $00.00%0 -63-100.0% -$5,265 清仓
VRRM VERRA MOBILITY CORP CL A COM STK $00.00%0 -368-100.0% -$5,259 清仓
DIOD DIODES INC COM $00.00%0 -77-100.0% -$5,256 清仓
CENT CENTRAL GARDEN & PET CO COM $00.00%0 -142-100.0% -$5,221 清仓
MUR MURPHY OIL CORP COM $00.00%0 -126-100.0% -$5,198 清仓
RLI RLI CORP COM $00.00%0 -91-100.0% -$5,191 清仓
BGC BGC GROUP INC CL A $00.00%0 -530-100.0% -$5,183 清仓
NICE NICE LTD SPONSORED ADR $00.00%0 -47-100.0% -$5,182 清仓
CHTR CHARTER COMMUNICATIONS INC CL A $00.00%0 -24-100.0% -$5,181 清仓
NSIT INSIGHT ENTERPRISES INC COM $00.00%0 -77-100.0% -$5,160 清仓
— GATES INDL CORP PLC ORD SHS $00.00%0 -228-100.0% -$5,155 清仓
TU TELUS CORPORATION COM $00.00%0 -401-100.0% -$5,145 清仓
LASR NLIGHT INC COM $00.00%0 -90-100.0% -$5,132 清仓
Z ZILLOW GROUP INC CL C CAP STK $00.00%0 -124-100.0% -$5,131 清仓
EPC EDGEWELL PERSONAL CARE CO COM $00.00%0 -240-100.0% -$5,122 清仓
CSR CENTERSPACE COM $00.00%0 -89-100.0% -$5,113 清仓
LNG CHENIERE ENERGY INC COM NEW $00.00%0 -18-100.0% -$5,108 清仓
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD $00.00%0 -27-100.0% -$5,104 清仓
ESLT ELBIT SYS LTD ORD $00.00%0 -6-100.0% -$5,095 清仓
PSO PEARSON PLC SPONSORED ADR $00.00%0 -388-100.0% -$5,094 清仓
BHF BRIGHTHOUSE FINL INC COM $00.00%0 -85-100.0% -$5,090 清仓
LFUS LITTELFUSE INC COM $00.00%0 -15-100.0% -$5,090 清仓
EMA EMERA INC COM $00.00%0 -98-100.0% -$5,081 清仓
FAPR FT VEST U.S. EQUITY BUFFER ETF - APRIL $00.00%0 -113-100.0% -$5,074 清仓
TPG TPG INC COM CL A $00.00%0 -125-100.0% -$5,064 清仓
JKHY HENRY JACK & ASSOC INC COM $00.00%0 -32-100.0% -$5,057 清仓
SBCF SEACOAST BKG CORP FLA COM NEW $00.00%0 -166-100.0% -$5,028 清仓
CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK $00.00%0 -234-100.0% -$5,019 清仓
AORT ARTIVION INC COM $00.00%0 -137-100.0% -$5,017 清仓
SFM SPROUTS FMRS MKT INC COM $00.00%0 -65-100.0% -$5,013 清仓
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF $00.00%0 -131-100.0% -$5,012 清仓
SAFT SAFETY INS GROUP INC COM $00.00%0 -69-100.0% -$5,012 清仓
UHS UNIVERSAL HLTH SVCS INC CL B $00.00%0 -28-100.0% -$5,011 清仓
NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS $00.00%0 -267-100.0% -$4,993 清仓
JBTM JBT MAREL CORPORATION COM $00.00%0 -39-100.0% -$4,987 清仓
— GRAYSCALE ETHEREUM STAKING ETF $00.00%0 -292-100.0% -$4,984 清仓
WY WEYERHAEUSER CO COM NEW $00.00%0 -203-100.0% -$4,959 清仓
SSNC SS&C TECH HLDGS COM $00.00%0 -73-100.0% -$4,933 清仓
EPAC ENERPAC TOOL GROUP CORP CL A COM $00.00%0 -134-100.0% -$4,887 清仓
CNO CNO FINL GROUP INC COM $00.00%0 -119-100.0% -$4,886 清仓
TDC TERADATA CORP DEL COM $00.00%0 -190-100.0% -$4,870 清仓
SBAC SBA COMMUNICATIONS CORP CL A $00.00%0 -28-100.0% -$4,848 清仓
VNT VONTIER CORPORATION COM $00.00%0 -136-100.0% -$4,824 清仓
ADMA ADMA BIOLOGICS INC COM $00.00%0 -533-100.0% -$4,802 清仓
EZPW EZCORP INC CL A NON VTG $00.00%0 -188-100.0% -$4,771 清仓
UTL UNITIL CORP COM $00.00%0 -91-100.0% -$4,754 清仓
BAP CREDICORP LTD COM $00.00%0 -14-100.0% -$4,749 清仓
KHC KRAFT HEINZ CO COM $00.00%0 -211-100.0% -$4,745 清仓
LAD LITHIA MTRS INC COM $00.00%0 -19-100.0% -$4,745 清仓
OPLN OPENLANE INC COM $00.00%0 -162-100.0% -$4,722 清仓
MDGL MADRIGAL PHARMACEUTICALS INC COM $00.00%0 -9-100.0% -$4,711 清仓
ALGM ALLEGRO MICROSYSTEMS INC COM $00.00%0 -149-100.0% -$4,698 清仓