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
DORM DORMAN PRODS INC COM $00.00%0 -45-100.0% -$4,696 清仓
LZB LA Z BOY INC COM $00.00%0 -146-100.0% -$4,692 清仓
— FIDELITY CORPORATE BOND ETF $00.00%0 -99-100.0% -$4,673 清仓
FIZZ NATIONAL BEVERAGE CORP COM $00.00%0 -138-100.0% -$4,644 清仓
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG $00.00%0 -143-100.0% -$4,636 清仓
BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF $00.00%0 -97-100.0% -$4,605 清仓
HLI HOULIHAN LOKEY INC CL A $00.00%0 -32-100.0% -$4,596 清仓
MZTI MARZETTI COMPANY COM $00.00%0 -33-100.0% -$4,565 清仓
RS RELIANCE INC COM $00.00%0 -15-100.0% -$4,559 清仓
BANF BANCFIRST CORP COM $00.00%0 -42-100.0% -$4,557 清仓
RVTY REVVITY INC COM $00.00%0 -52-100.0% -$4,556 清仓
MTX MINERALS TECHNOLOGIES INC COM $00.00%0 -64-100.0% -$4,539 清仓
DMC FRESH DEL MONTE PRODUCE INC ORD $00.00%0 -112-100.0% -$4,509 清仓
ABEV AMBEV SA SPONSORED ADR $00.00%0 -1,532-100.0% -$4,473 清仓
CLB CORE LABORATORIES INC COM $00.00%0 -265-100.0% -$4,449 清仓
MC MOELIS & CO CL A $00.00%0 -78-100.0% -$4,446 清仓
GATX GATX CORP COM $00.00%0 -26-100.0% -$4,439 清仓
STLA STELLANTIS N.V SHS $00.00%0 -626-100.0% -$4,438 清仓
IYJ ISHARES U.S. INDUSTRIALS ETF $00.00%0 -30-100.0% -$4,434 清仓
AMG AFFILIATED MANAGERS GROUP COM $00.00%0 -16-100.0% -$4,427 清仓
MGEE MGE ENERGY INC COM $00.00%0 -57-100.0% -$4,406 清仓
HP HELMERICH & PAYNE INC COM $00.00%0 -120-100.0% -$4,324 清仓
UE URBAN EDGE PPTYS COM $00.00%0 -216-100.0% -$4,316 清仓
INVA INNOVIVA INC COM $00.00%0 -185-100.0% -$4,311 清仓
CVI CVR ENERGY INC COM $00.00%0 -128-100.0% -$4,307 清仓
CURB CURBLINE PPTYS CORP COM $00.00%0 -167-100.0% -$4,307 清仓
SCCO SOUTHERN COPPER CORP COM $00.00%0 -25-100.0% -$4,302 清仓
— CENTRAIS ELET BRAS SA SPON ADS PF CL C $00.00%0 -389-100.0% -$4,248 清仓
IONQ IONQ INC COM $00.00%0 -147-100.0% -$4,238 清仓
VNO VORNADO RLTY TR SH BEN INT $00.00%0 -163-100.0% -$4,236 清仓
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A $00.00%0 -221-100.0% -$4,232 清仓
MAS MASCO CORP COM $00.00%0 -70-100.0% -$4,226 清仓
CLS CELESTICA INC COM $00.00%0 -15-100.0% -$4,225 清仓
FFBC 1ST FINL BANCORP COM $00.00%0 -151-100.0% -$4,210 清仓
WAFD WAFD INC COM $00.00%0 -134-100.0% -$4,208 清仓
MTRN MATERION CORP COM $00.00%0 -29-100.0% -$4,195 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $00.00%0 -20-100.0% -$4,182 清仓
LII LENNOX INTL INC COM $00.00%0 -9-100.0% -$4,177 清仓
MGK VANGUARD MEGA CAP GROWTH ETF $00.00%0 -55-100.0% -$4,156 清仓
VSH VISHAY INTERTECHNOLOGY INC COM $00.00%0 -230-100.0% -$4,140 清仓
DEA EASTERLY GOVT PPTYS INC COM SHS $00.00%0 -193-100.0% -$4,136 清仓
CAKE CHEESECAKE FACTORY INC COM $00.00%0 -75-100.0% -$4,106 清仓
REX REX AMERICAN RES CORP COM $00.00%0 -90-100.0% -$4,101 清仓
CWT CALIFORNIA WTR SVC GROUP COM $00.00%0 -90-100.0% -$4,081 清仓
TECH BIO-TECHNE CORP COM $00.00%0 -78-100.0% -$4,076 清仓
GRFS GRIFOLS S A SP ADR REP B NVT $00.00%0 -507-100.0% -$4,066 清仓
AEG AEGON LTD AMER REG 1 CERT $00.00%0 -560-100.0% -$4,066 清仓
— THOMSON REUTERS CORP COM $00.00%0 -45-100.0% -$4,049 清仓
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF $00.00%0 -35-100.0% -$4,033 清仓
— FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF $00.00%0 -91-100.0% -$4,020 清仓
PRI PRIMERICA INC COM $00.00%0 -16-100.0% -$4,008 清仓
NNI NELNET INC CL A $00.00%0 -31-100.0% -$3,998 清仓
KWR QUAKER HOUGHTON COM $00.00%0 -32-100.0% -$3,975 清仓
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $00.00%0 -89-100.0% -$3,956 清仓
ABR ARBOR REALTY TRUST INC COM $00.00%0 -512-100.0% -$3,948 清仓
BAX BAXTER INTL INC COM $00.00%0 -235-100.0% -$3,948 清仓
ACAD ACADIA PHARMACEUTICALS INC COM $00.00%0 -177-100.0% -$3,940 清仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $00.00%0 -50-100.0% -$3,939 清仓
EG EVEREST GROUP LTD COM $00.00%0 -12-100.0% -$3,922 清仓
WABC WESTAMERICA BANCORPORATION COM $00.00%0 -75-100.0% -$3,911 清仓
HUBS HUBSPOT INC COM $00.00%0 -16-100.0% -$3,906 清仓
GIL GILDAN ACTIVEWEAR INC COM $00.00%0 -70-100.0% -$3,896 清仓
ASO ACADEMY SPORTS & OUTDOORS INC COM $00.00%0 -69-100.0% -$3,895 清仓
SJM SMUCKER J M CO COM NEW $00.00%0 -40-100.0% -$3,858 清仓
UVV UNIVERSAL CORP VA MTNS BK ENT COM $00.00%0 -73-100.0% -$3,847 清仓
ALK ALASKA AIR GROUP INC COM $00.00%0 -104-100.0% -$3,825 清仓
UFCS UNITED FIRE GROUP INC COM $00.00%0 -103-100.0% -$3,817 清仓
AMCR AMCOR PLC COM NEW $00.00%0 -96-100.0% -$3,816 清仓
— AVANOS MED INC COM $00.00%0 -272-100.0% -$3,811 清仓
ORA ORMAT TECHNOLOGIES INC COM $00.00%0 -34-100.0% -$3,805 清仓
CSGP COSTAR GROUP INC COM $00.00%0 -94-100.0% -$3,794 清仓
CAAP CORPORACION AMER ARPTS S A COM $00.00%0 -150-100.0% -$3,794 清仓
CRI CARTERS INC COM $00.00%0 -106-100.0% -$3,791 清仓
MAA MID-AMER APT CMNTYS INC COM $00.00%0 -31-100.0% -$3,786 清仓
CAE CAE INC COM $00.00%0 -145-100.0% -$3,777 清仓
BUG GLOBAL X CYBERSECURITY ETF $00.00%0 -150-100.0% -$3,770 清仓
TS TENARIS S A SPONSORED ADS $00.00%0 -64-100.0% -$3,724 清仓
AEO AMERICAN EAGLE OUTFITTERS INC COM $00.00%0 -223-100.0% -$3,724 清仓
RHI ROBERT HALF INC. COM $00.00%0 -146-100.0% -$3,708 清仓
COMP COMPASS INC CL A $00.00%0 -506-100.0% -$3,699 清仓
HWKN HAWKINS INC COM $00.00%0 -24-100.0% -$3,686 清仓
SCHL SCHOLASTIC CORP COM $00.00%0 -94-100.0% -$3,672 清仓
IHAK ISHARES CYBERSECURITY & TECH ETF $00.00%0 -84-100.0% -$3,667 清仓
OPCH OPTION CARE HEALTH INC COM NEW $00.00%0 -136-100.0% -$3,661 清仓
— LXP INDUSTRIAL TRUST COM $00.00%0 -79-100.0% -$3,655 清仓
COHU COHU INC COM $00.00%0 -119-100.0% -$3,644 清仓
SCHO SCHWAB SHORT-TERM US TREASURY ETF $00.00%0 -150-100.0% -$3,641 清仓
GHM GRAHAM CORP COM $00.00%0 -46-100.0% -$3,630 清仓
OZK BANK OZK LITTLE ROCK ARK COM $00.00%0 -79-100.0% -$3,625 清仓
NTCT NETSCOUT SYS INC COM $00.00%0 -114-100.0% -$3,624 清仓
DCOM DIME CMNTY BANCSHARES INC COM $00.00%0 -107-100.0% -$3,619 清仓
RCUS ARCUS BIOSCIENCES INC COM $00.00%0 -166-100.0% -$3,586 清仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $00.00%0 -27-100.0% -$3,578 清仓
CLSK CLEANSPARK INC COM NEW $00.00%0 -419-100.0% -$3,566 清仓
TILE INTERFACE INC COM $00.00%0 -143-100.0% -$3,564 清仓
FOXF FOX FACTORY HLDG CORP COM $00.00%0 -216-100.0% -$3,555 清仓
FLR FLUOR CORP COM $00.00%0 -76-100.0% -$3,545 清仓
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF $00.00%0 -57-100.0% -$3,541 清仓
NOG NORTHERN OIL & GAS INC COM $00.00%0 -121-100.0% -$3,537 清仓
NHC NATIONAL HEALTHCARE CORP COM $00.00%0 -22-100.0% -$3,513 清仓