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
ASH ASHLAND INC COM $8,0080.00%144 144— $8,008 新建仓
— NAVIENT CORPORATION COM $8,0250.00%981 981— $8,025 新建仓
RING ISHARES MSCI GLOBAL GOLD MINERS ETF $8,0360.00%102 102— $8,036 新建仓
UNF UNIFIRST CORP MASS COM $8,0510.00%32 32— $8,051 新建仓
FSEC FIDELITY INVESTMENT GRADE SECURITIZED ETF $8,0600.00%184 184— $8,060 新建仓
WAY WAYSTAR HLDG CORP COM $8,0770.00%335 335— $8,077 新建仓
RBC RBC BEARINGS INC COM $8,1470.00%15 15— $8,147 新建仓
BBD BANCO BRADESCO S A SP ADR PFD NEW $8,1650.00%2,237 2,237— $8,165 新建仓
NTRA NATERA INC COM $8,2000.00%41 41— $8,200 新建仓
CWEN CLEARWAY ENERGY INC CL C $8,2120.00%209 209— $8,212 新建仓
RAMP LIVERAMP HLDGS INC COM $8,2210.00%310 310— $8,221 新建仓
CARG CARGURUS INC COM CL A $8,2400.00%242 242— $8,240 新建仓
VGK VANGUARD FTSE EUROPE ETF $8,2430.00%100 100— $8,243 新建仓
MGM MGM RESORTS INTERNATIONAL COM $8,2530.00%223 223— $8,253 新建仓
PB PROSPERITY BANCSHARES INC COM $8,2630.00%123 123— $8,263 新建仓
IEX IDEX CORP COM $8,3400.00%44 44— $8,340 新建仓
G GENPACT LIMITED SHS $8,3440.00%224 224— $8,344 新建仓
NMIH NMI HLDGS INC COM $8,3650.00%223 223— $8,365 新建仓
PJT PJT PARTNERS INC COM CL A $8,3830.00%60 60— $8,383 新建仓
GLPI GAMING & LEISURE P COM $8,3860.00%189 189— $8,386 新建仓
CALM CAL MAINE FOODS INC COM NEW $8,3900.00%106 106— $8,390 新建仓
BALL BALL CORP COM $8,3940.00%142 142— $8,394 新建仓
DLTR DOLLAR TREE INC COM $8,4320.00%77 77— $8,432 新建仓
GHC GRAHAM HLDGS CO COM CL B $8,4580.00%8 8— $8,458 新建仓
— CATALYST PHARMACEUTICALS INC COM $8,4930.00%343 343— $8,493 新建仓
— FIRST TRUST ALERIAN DISRUPTIVE TECHNOLOGY REAL ESTATE ETF $8,4960.00%218 218— $8,496 新建仓
LMAT LEMAITRE VASCULAR INC COM $8,5150.00%78 78— $8,515 新建仓
GEO GEO GROUP INC COM $8,5730.00%510 510— $8,573 新建仓
SEDG SOLAREDGE TECHNOLOGIES INC COM $8,5760.00%168 168— $8,576 新建仓
CATY CATHAY GEN BANCORP COM $8,5760.00%172 172— $8,576 新建仓
PRIM PRIMORIS SVCS CORP COM $8,5820.00%60 60— $8,582 新建仓
EL LAUDER ESTEE COS INC CL A $8,6120.00%120 120— $8,612 新建仓
WTFC WINTRUST FINL CORP COM $8,6140.00%62 62— $8,614 新建仓
— AVALONBAY CMNTYS INC COM $8,6580.00%53 53— $8,658 新建仓
CCJ CAMECO CORP COM $8,6890.00%80 80— $8,689 新建仓
MTH MERITAGE HOMES CORP COM $8,7190.00%141 141— $8,719 新建仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $8,7280.00%45 45— $8,728 新建仓
ETD ETHAN ALLEN INTERIORS INC COM $8,7480.00%393 393— $8,748 新建仓
MTD METTLER TOLEDO INTERNATIONAL COM $8,8280.00%7 7— $8,828 新建仓
SCI SERVICE CORP INTL COM $8,8290.00%107 107— $8,829 新建仓
— SUPERNUS PHARMACEUTICALS COM $8,8390.00%171 171— $8,839 新建仓
AMTM AMENTUM HOLDINGS INC COM $8,8410.00%339 339— $8,841 新建仓
REG REGENCY CTRS CORP COM $8,8520.00%117 117— $8,852 新建仓
KGS KODIAK GAS SVCS INC COM $8,8650.00%152 152— $8,865 新建仓
SON SONOCO PRODS CO COM $8,8710.00%164 164— $8,871 新建仓
CLX CLOROX CO DEL COM $8,9120.00%86 86— $8,912 新建仓
PBR PETROLEO BRASILEIRO S A SPONSORED ADR $8,9230.00%430 430— $8,923 新建仓
ICOP ISHARES COPPER AND METALS MINING ETF $8,9450.00%188 188— $8,945 新建仓
JPEF JPMORGAN EQUITY FOCUS ETF $8,9760.00%125 125— $8,976 新建仓
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $8,9940.00%353 353— $8,994 新建仓
PLNT PLANET FITNESS MASTER ISSUER L CL A $9,0000.00%121 121— $9,000 新建仓
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $9,0280.00%85 85— $9,028 新建仓
MYRG MYR GROUP INC COM $9,0340.00%32 32— $9,034 新建仓
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH $9,0510.00%269 269— $9,051 新建仓
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $9,0900.00%94 94— $9,090 新建仓
FCPT FOUR CORNERS PPTY TR INC COM $9,1050.00%385 385— $9,105 新建仓
LW LAMB WESTON HLDGS INC COM $9,1280.00%216 216— $9,128 新建仓
YELP YELP INC CL A $9,1290.00%369 369— $9,129 新建仓
ADEA ADEIA INC COM $9,1310.00%380 380— $9,131 新建仓
TRU TRANSUNION COM $9,1330.00%132 132— $9,133 新建仓
HWC HANCOCK WHITNEY CORPORATION COM $9,1570.00%144 144— $9,157 新建仓
— FIDELITY INTERNATIONAL HIGH DIVIDEND ETF $9,1860.00%333 333— $9,186 新建仓
FCN FTI CONSULTING INC COM $9,1920.00%52 52— $9,192 新建仓
POST POST HLDGS INC COM $9,1940.00%93 93— $9,194 新建仓
ESNT ESSENT GROUP LTD COM $9,2340.00%158 158— $9,234 新建仓
SF STIFEL FINL CORP COM $9,2400.00%125 125— $9,240 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC COM $9,2640.00%28 28— $9,264 新建仓
NE NOBLE CORP PLC ORD SHS A $9,2740.00%189 189— $9,274 新建仓
SKYW SKYWEST INC COM $9,2750.00%101 101— $9,275 新建仓
J JACOBS SOLUTIONS INC COM $9,2910.00%73 73— $9,291 新建仓
AKR ACADIA RLTY TR COM SH BEN INT $9,3690.00%490 490— $9,369 新建仓
WDFC WD 40 CO COM $9,3810.00%46 46— $9,381 新建仓
EWJ ISHARES MSCI JAPAN ETF $9,4270.00%112 112— $9,427 新建仓
LKQ LKQ CORP COM $9,4280.00%321 321— $9,428 新建仓
ZION ZIONS BANCORPORATION NATL ASSN COM $9,5070.00%165 165— $9,507 新建仓
— CHART INDS INC COM $9,5110.00%46 46— $9,511 新建仓
WF WOORI FINL GROUP INC SPONSORED ADS $9,5240.00%143 143— $9,524 新建仓
CTRE CARETRUST REIT INC COM $9,5290.00%260 260— $9,529 新建仓
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $9,5870.00%119 119— $9,587 新建仓
OUT OUTFRONT MEDIA INC COM NEW $9,6200.00%363 363— $9,620 新建仓
CENX CENTURY ALUM CO COM $9,6250.00%164 164— $9,625 新建仓
KBH KB HOME COM $9,6260.00%186 186— $9,626 新建仓
GEF/B GREIF INC CL B $9,6290.00%110 110— $9,629 新建仓
APAM ARTISAN PARTNERS ASSET MGMT I CL A $9,6430.00%265 265— $9,643 新建仓
BPRE BLUEROCK PVT REAL ESTATE FD COM $9,6500.00%581 581— $9,650 新建仓
BRC BRADY CORP CL A $9,6680.00%119 119— $9,668 新建仓
FTDR FRONTDOOR INC COM $9,6730.00%183 183— $9,673 新建仓
FOXA FOX CORP CL A COM $9,6940.00%166 166— $9,694 新建仓
STWD STARWOOD PPTY TR INC COM $9,7120.00%564 564— $9,712 新建仓
ECHO ECHOSTAR CORP CL A $9,7170.00%83 83— $9,717 新建仓
ITRI ITRON INC COM $9,7700.00%109 109— $9,770 新建仓
SEIC SEI INVTS CO COM $9,8090.00%125 125— $9,809 新建仓
TRMB TRIMBLE INC COM $9,8500.00%151 151— $9,850 新建仓
GEN GEN DIGITAL INC COM $9,8670.00%524 524— $9,867 新建仓
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $9,8710.00%140 140— $9,871 新建仓
MUSA MURPHY USA INC COM $9,8790.00%20 20— $9,879 新建仓
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT $9,9200.00%241 241— $9,920 新建仓
FER FERROVIAL NV ORD SHS $9,9530.00%153 153— $9,953 新建仓
LYFT LYFT INC CL A COM $1.00万0.00%753 753— $1.00万 新建仓
CYTK CYTOKINETICS INC COM NEW $1.00万0.00%152 152— $1.00万 新建仓