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
AIZ ASSURANT INC COM $1.00万0.00%46 46— $1.00万 新建仓
LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK $1.00万0.00%372 372— $1.00万 新建仓
RDNT RADNET INC COM $1.01万0.00%180 180— $1.01万 新建仓
HCC WARRIOR MET COAL INC COM $1.01万0.00%108 108— $1.01万 新建仓
PGX INVESCO PREFERRED ETF $1.01万0.00%925 925— $1.01万 新建仓
AIT APPLIED INDL TECHNOLOGIES INC COM $1.01万0.00%38 38— $1.01万 新建仓
VOYA VOYA FINANCIAL INC COM $1.01万0.00%148 148— $1.01万 新建仓
BKU BANKUNITED INC COM $1.01万0.00%224 224— $1.01万 新建仓
SNX TD SYNNEX CORPORATION COM $1.01万0.00%60 60— $1.01万 新建仓
SKT TANGER INC COM $1.01万0.00%298 298— $1.01万 新建仓
VSEC VSE CORP COM $1.01万0.00%55 55— $1.01万 新建仓
CNK CINEMARK HLDGS INC COM $1.02万0.00%357 357— $1.02万 新建仓
WSO WATSCO INC COM $1.02万0.00%28 28— $1.02万 新建仓
EYE NATIONAL VISION HLDGS INC COM $1.02万0.00%394 394— $1.02万 新建仓
IMTB ISHARES CORE 5-10 YEAR USD BOND ETF $1.02万0.00%233 233— $1.02万 新建仓
MRNA MODERNA INC COM $1.02万0.00%201 201— $1.02万 新建仓
HASI HA SUSTAINABLE INFRA CAP INC COM $1.02万0.00%278 278— $1.02万 新建仓
ENSG ENSIGN GROUP INC COM $1.03万0.00%51 51— $1.03万 新建仓
CBSH COMMERCE BANCSHARES INC COM $1.03万0.00%209 209— $1.03万 新建仓
AA ALCOA CORP COM $1.03万0.00%156 156— $1.03万 新建仓
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $1.04万0.00%120 120— $1.04万 新建仓
WHD CACTUS INC CL A $1.04万0.00%219 219— $1.04万 新建仓
DPZ DOMINOS PIZZA INC COM $1.04万0.00%29 29— $1.04万 新建仓
SIG SIGNET JEWELERS LIMITED SHS $1.04万0.00%123 123— $1.04万 新建仓
PBH PRESTIGE CONSMR HEALTHCARE INC COM $1.04万0.00%176 176— $1.04万 新建仓
GEF GREIF INC CL A $1.05万0.00%156 156— $1.05万 新建仓
VICI VICI PPTYS INC COM $1.05万0.00%385 385— $1.05万 新建仓
MARA MARA HOLDINGS INC COM $1.05万0.00%1,290 1,290— $1.05万 新建仓
DAN DANA INC COM $1.05万0.00%313 313— $1.05万 新建仓
ARWR ARROWHEAD PHARMACEUTICALS INC COM $1.05万0.00%168 168— $1.05万 新建仓
PFS PROVIDENT FINL SVCS INC COM $1.06万0.00%499 499— $1.06万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $1.06万0.00%139 139— $1.06万 新建仓
VMRK EQUITY RESIDENTIAL SH BEN INT $1.06万0.00%179 179— $1.06万 新建仓
IBN ICICI BANK LIMITED ADR $1.06万0.00%409 409— $1.06万 新建仓
LAUR LAUREATE ED INC COMMON STOCK $1.06万0.00%305 305— $1.06万 新建仓
FBP FIRST BANCORP CORPORATION COM NEW $1.06万0.00%498 498— $1.06万 新建仓
TKO TKO GROUP HOLDINGS INC CL A $1.07万0.00%53 53— $1.07万 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP COM $1.07万0.00%239 239— $1.07万 新建仓
IDA IDACORP INC COM $1.07万0.00%75 75— $1.07万 新建仓
FOX FOX CORP CL B COM $1.07万0.00%202 202— $1.07万 新建仓
TGTX TG THERAPEUTICS INC COM $1.07万0.00%323 323— $1.07万 新建仓
EVRG EVERGY INC COM $1.07万0.00%131 131— $1.07万 新建仓
AWR AMER STATES WTR CO COM $1.07万0.00%142 142— $1.07万 新建仓
ALLE ALLEGION PLC ORD SHS $1.08万0.00%74 74— $1.08万 新建仓
CDW CDW CORP COM $1.08万0.00%89 89— $1.08万 新建仓
SFBS SERVISFIRST BANCSHARES INC COM $1.08万0.00%148 148— $1.08万 新建仓
HTH HILLTOP HLDGS INC COM $1.08万0.00%301 301— $1.08万 新建仓
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND $1.08万0.00%224 224— $1.08万 新建仓
PEN PENUMBRA INC COM $1.08万0.00%33 33— $1.08万 新建仓
IVZ INVESCO LTD SHS $1.09万0.00%447 447— $1.09万 新建仓
BBEU JPMORGAN BETABUILDERS EUROPE ETF $1.09万0.00%150 150— $1.09万 新建仓
ENVA ENOVA INTL INC COM $1.09万0.00%80 80— $1.09万 新建仓
LULU LULULEMON ATHLETICA INC COM $1.09万0.00%71 71— $1.09万 新建仓
TTMI TTM TECHNOLOGIES INC COM $1.09万0.00%112 112— $1.09万 新建仓
— FIRST TRUST SECURITIZED PLUS ETF $1.09万0.00%513 513— $1.09万 新建仓
KMT KENNAMETAL INC COM $1.10万0.00%305 305— $1.10万 新建仓
— WEBSTER FINL CORP COM $1.10万0.00%159 159— $1.10万 新建仓
SITM SITIME CORP COM $1.11万0.00%32 32— $1.11万 新建仓
FTV FORTIVE CORP COM $1.11万0.00%200 200— $1.11万 新建仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $1.11万0.00%524 524— $1.11万 新建仓
OWL BLUE OWL CAPITAL INC COM CL A $1.11万0.00%1,214 1,214— $1.11万 新建仓
OTIS OTIS WORLDWIDE CORP COM $1.11万0.00%144 144— $1.11万 新建仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $1.11万0.00%200 200— $1.11万 新建仓
DECK DECKERS OUTDOOR CORP COM $1.11万0.00%111 111— $1.11万 新建仓
INSM INSMED INC COM PAR $.01 $1.11万0.00%68 68— $1.11万 新建仓
PPLI IAC INC COM NEW $1.11万0.00%278 278— $1.11万 新建仓
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF $1.11万0.00%119 -3,844-97.0% -$35.97万 减仓
GL GLOBE LIFE INC COM $1.11万0.00%80 80— $1.11万 新建仓
CCI CROWN CASTLE INC COM $1.11万0.00%137 137— $1.11万 新建仓
ALC ALCON AG ORD SHS $1.12万0.00%148 148— $1.12万 新建仓
AIR AAR CORP COM $1.12万0.00%102 102— $1.12万 新建仓
REZI RESIDEO TECHNOLOGIES INC COM $1.12万0.00%333 333— $1.12万 新建仓
RHP RYMAN HOSPITALITY PPTYS INC COM $1.13万0.00%122 122— $1.13万 新建仓
UNFI UNITED NAT FOODS INC COM $1.13万0.00%250 250— $1.13万 新建仓
ABCB AMERIS BANCORP COM $1.13万0.00%145 145— $1.13万 新建仓
COKE COCA COLA CONS INC COM $1.13万0.00%59 59— $1.13万 新建仓
HOPE HOPE BANCORP INC COM $1.13万0.00%1,016 1,016— $1.13万 新建仓
PLMR PALOMAR HLDGS INC COM $1.14万0.00%95 95— $1.14万 新建仓
ELPC COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS $1.14万0.00%952 952— $1.14万 新建仓
ETSY ETSY INC COM $1.14万0.00%228 228— $1.14万 新建仓
DTM DT MIDSTREAM INC COMMON STOCK $1.14万0.00%85 85— $1.14万 新建仓
VSNT VERSANT MEDIA GROUP INC COM CL A $1.15万0.00%310 310— $1.15万 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC COM $1.15万0.00%204 204— $1.15万 新建仓
FFIV F5 INC COM $1.16万0.00%40 40— $1.16万 新建仓
KIM KIMCO REALTY CORP COM $1.16万0.00%516 516— $1.16万 新建仓
SNN SMITH & NEPHEW PLC SPDN ADR NEW $1.16万0.00%365 365— $1.16万 新建仓
CZR CAESARS ENTERTAINMENT INC NEW COM $1.16万0.00%440 440— $1.16万 新建仓
EGP EASTGROUP PPTYS INC COM $1.17万0.00%63 63— $1.17万 新建仓
— ARCOSA INC COM $1.17万0.00%110 110— $1.17万 新建仓
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $1.17万0.00%161 161— $1.17万 新建仓
BFH BREAD FINANCIAL HOLDINGS INC COM $1.17万0.00%156 156— $1.17万 新建仓
NXT NEXTPOWER INC CLASS A COM $1.17万0.00%97 97— $1.17万 新建仓
INCY INCYTE CORP COM $1.18万0.00%125 125— $1.18万 新建仓
BTG B2GOLD CORP COM $1.18万0.00%2,600 2,600— $1.18万 新建仓
EXEL EXELIXIS INC COM $1.18万0.00%275 275— $1.18万 新建仓
NWSA NEWS CORP NEW CL A $1.18万0.00%474 474— $1.18万 新建仓
VONG VANGUARD RUSSELL 1000 GROWTH ETF $1.18万0.00%108 108— $1.18万 新建仓
NTES NETEASE COM INC SPONSORED ADS $1.19万0.00%106 106— $1.19万 新建仓
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF $1.19万0.00%224 224— $1.19万 新建仓
FIVE FIVE BELOW INC COM $1.19万0.00%52 52— $1.19万 新建仓