TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EFX | EQUIFAX INC COM | $1.19万 | 0.00% | 66 | 66 | — | $1.19万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $1.19万 | 0.00% | 190 | 190 | — | $1.19万 | 新建仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $1.19万 | 0.00% | 135 | 135 | — | $1.19万 | 新建仓 |
| POWL | POWELL INDS INC COM | $1.19万 | 0.00% | 22 | 22 | — | $1.19万 | 新建仓 |
| MTZ | MASTEC INC COM | $1.19万 | 0.00% | 37 | 37 | — | $1.19万 | 新建仓 |
| CPAY | CORPAY INC COM SHS | $1.19万 | 0.00% | 41 | 41 | — | $1.19万 | 新建仓 |
| GH | GUARDANT HEALTH INC COM | $1.20万 | 0.00% | 130 | 130 | — | $1.20万 | 新建仓 |
| CSL | CARLISLE COS INC COM | $1.20万 | 0.00% | 36 | 36 | — | $1.20万 | 新建仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $1.20万 | 0.00% | 285 | 285 | — | $1.20万 | 新建仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $1.21万 | 0.00% | 400 | 400 | — | $1.21万 | 新建仓 |
| TTD | THE TRADE DESK INC COM CL A | $1.21万 | 0.00% | 532 | 532 | — | $1.21万 | 新建仓 |
| LRN | STRIDE INC COM | $1.21万 | 0.00% | 137 | 137 | — | $1.21万 | 新建仓 |
| TXT | TEXTRON INC COM | $1.22万 | 0.00% | 139 | 139 | — | $1.22万 | 新建仓 |
| BFS | SAUL CTRS INC COM | $1.22万 | 0.00% | 375 | 375 | — | $1.22万 | 新建仓 |
| PATK | PATRICK INDS INC COM | $1.22万 | 0.00% | 110 | 110 | — | $1.22万 | 新建仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1.22万 | 0.00% | 488 | 488 | — | $1.22万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $1.22万 | 0.00% | 326 | 326 | — | $1.22万 | 新建仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $1.23万 | 0.00% | 1,299 | 1,299 | — | $1.23万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $1.24万 | 0.00% | 635 | 635 | — | $1.24万 | 新建仓 |
| BTU | PEABODY ENERGY CORP COM | $1.24万 | 0.00% | 375 | 375 | — | $1.24万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $1.24万 | 0.00% | 290 | 290 | — | $1.24万 | 新建仓 |
| RL | RALPH LAUREN CORP CL A | $1.24万 | 0.00% | 36 | 36 | — | $1.24万 | 新建仓 |
| AR | ANTERO RESOURCES CORP COM | $1.24万 | 0.00% | 292 | 292 | — | $1.24万 | 新建仓 |
| AVY | AVERY DENNISON CORP COM | $1.24万 | 0.00% | 72 | 72 | — | $1.24万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP COM | $1.25万 | 0.00% | 174 | 174 | — | $1.25万 | 新建仓 |
| KEN | KENON HLDGS LTD SHS | $1.25万 | 0.00% | 152 | 152 | — | $1.25万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP COM | $1.25万 | 0.00% | 116 | 116 | — | $1.25万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $1.26万 | 0.00% | 150 | 150 | — | $1.26万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $1.26万 | 0.00% | 518 | 518 | — | $1.26万 | 新建仓 |
| SM | SM ENERGY COMPANY COM | $1.26万 | 0.00% | 404 | 404 | — | $1.26万 | 新建仓 |
| PSMT | PRICESMART INC COM | $1.26万 | 0.00% | 84 | 84 | — | $1.26万 | 新建仓 |
| HSTM | HEALTHSTREAM INC COM | $1.27万 | 0.00% | 613 | 613 | — | $1.27万 | 新建仓 |
| GNRC | GENERAC HLDGS INC COM | $1.27万 | 0.00% | 65 | 65 | — | $1.27万 | 新建仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $1.27万 | 0.00% | 120 | 120 | — | $1.27万 | 新建仓 |
| — | DUPONT DE NEMOURS INC COM | $1.27万 | 0.00% | 278 | 278 | — | $1.27万 | 新建仓 |
| STLD | STEEL DYNAMICS INC COM | $1.28万 | 0.00% | 71 | 71 | — | $1.28万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $1.28万 | 0.00% | 222 | 222 | — | $1.28万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $1.28万 | 0.00% | 173 | 173 | — | $1.28万 | 新建仓 |
| HOMB | HOME BANCSHARES INC COM | $1.28万 | 0.00% | 476 | 476 | — | $1.28万 | 新建仓 |
| MAC | MACERICH CO COM | $1.28万 | 0.00% | 679 | 679 | — | $1.28万 | 新建仓 |
| WCC | WESCO INTL INC COM | $1.29万 | 0.00% | 47 | 47 | — | $1.29万 | 新建仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1.29万 | 0.00% | 236 | 236 | — | $1.29万 | 新建仓 |
| EPR | EPR PPTYS COM SH BEN INT | $1.29万 | 0.00% | 258 | 258 | — | $1.29万 | 新建仓 |
| FELE | FRANKLIN ELEC INC COM | $1.29万 | 0.00% | 140 | 140 | — | $1.29万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.30万 | 0.00% | 141 | 141 | — | $1.30万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $1.30万 | 0.00% | 87 | 87 | — | $1.30万 | 新建仓 |
| CRWV | COREWEAVE INC COM CL A | $1.30万 | 0.00% | 168 | 168 | — | $1.30万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $1.30万 | 0.00% | 1,131 | 1,131 | — | $1.30万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.30万 | 0.00% | 284 | 284 | — | $1.30万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $1.30万 | 0.00% | 365 | 365 | — | $1.30万 | 新建仓 |
| WIX | WIX COM LTD SHS | $1.31万 | 0.00% | 145 | 145 | — | $1.31万 | 新建仓 |
| — | SOLANA ETF | $1.31万 | 0.00% | 1,567 | 1,567 | — | $1.31万 | 新建仓 |
| DXCM | DEXCOM INC COM | $1.31万 | 0.00% | 209 | 209 | — | $1.31万 | 新建仓 |
| LCID | LUCID GROUP INC COM NEW | $1.31万 | 0.00% | 1,378 | 1,378 | — | $1.31万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.32万 | 0.00% | 142 | 142 | — | $1.32万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $1.32万 | 0.00% | 101 | 101 | — | $1.32万 | 新建仓 |
| CVSA | COVISTA INC COM | $1.33万 | 0.00% | 115 | 115 | — | $1.33万 | 新建仓 |
| WSFS | WSFS FINL CORP COM | $1.33万 | 0.00% | 203 | 203 | — | $1.33万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $1.33万 | 0.00% | 1,482 | 1,482 | — | $1.33万 | 新建仓 |
| GTLB | GITLAB INC CLASS A COM | $1.33万 | 0.00% | 615 | 615 | — | $1.33万 | 新建仓 |
| VLTO | VERALTO CORP COM SHS | $1.34万 | 0.00% | 151 | 151 | — | $1.34万 | 新建仓 |
| CG | CARLYLE GROUP INC COM | $1.34万 | 0.00% | 276 | 276 | — | $1.34万 | 新建仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1.34万 | 0.00% | 449 | 449 | — | $1.34万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $1.34万 | 0.00% | 128 | 128 | — | $1.34万 | 新建仓 |
| MGA | MAGNA INTL INC COM | $1.35万 | 0.00% | 242 | 242 | — | $1.35万 | 新建仓 |
| PTC | PTC INC COM | $1.35万 | 0.00% | 95 | 95 | — | $1.35万 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $1.35万 | 0.00% | 122 | 122 | — | $1.35万 | 新建仓 |
| ULTA | ULTA BEAUTY INC COM | $1.36万 | 0.00% | 26 | 26 | — | $1.36万 | 新建仓 |
| MLI | MUELLER INDS INC COM | $1.36万 | 0.00% | 123 | 123 | — | $1.36万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $1.36万 | 0.00% | 79 | 79 | — | $1.36万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $1.37万 | 0.00% | 88 | 88 | — | $1.37万 | 新建仓 |
| — | PGIM JENNISON FOCUSED MID-CAP ETF | $1.37万 | 0.00% | 223 | 223 | — | $1.37万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $1.37万 | 0.00% | 55 | 55 | — | $1.37万 | 新建仓 |
| — | ISHARES GLOBAL EQUITY FACTOR ETF | $1.37万 | 0.00% | 263 | 263 | — | $1.37万 | 新建仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $1.37万 | 0.00% | 551 | 551 | — | $1.37万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $1.37万 | 0.00% | 824 | 824 | — | $1.37万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1.38万 | 0.00% | 94 | 94 | — | $1.38万 | 新建仓 |
| GDX | VANECK GOLD MINERS ETF | $1.38万 | 0.00% | 150 | 150 | — | $1.38万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD COM | $1.38万 | 0.00% | 169 | 169 | — | $1.38万 | 新建仓 |
| LSTR | LANDSTAR SYS INC COM | $1.38万 | 0.00% | 86 | 86 | — | $1.38万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC COM | $1.38万 | 0.00% | 365 | 365 | — | $1.38万 | 新建仓 |
| HPQ | HP INC COM | $1.38万 | 0.00% | 720 | 720 | — | $1.38万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC COM | $1.39万 | 0.00% | 12 | 12 | — | $1.39万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.40万 | 0.00% | 248 | 248 | — | $1.40万 | 新建仓 |
| AXIAY | AXIA ENERGIA SA SPONSORED ADR | $1.40万 | 0.00% | 1,238 | 1,238 | — | $1.40万 | 新建仓 |
| RDN | RADIAN GROUP INC COM | $1.40万 | 0.00% | 423 | 423 | — | $1.40万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $1.40万 | 0.00% | 70 | 70 | — | $1.40万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC COM | $1.41万 | 0.00% | 734 | 734 | — | $1.41万 | 新建仓 |
| EPAM | EPAM SYS INC COM | $1.41万 | 0.00% | 104 | 104 | — | $1.41万 | 新建仓 |
| CPRT | COPART INC COM | $1.41万 | 0.00% | 425 | 425 | — | $1.41万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC COM | $1.41万 | 0.00% | 598 | 598 | — | $1.41万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW COM | $1.41万 | 0.00% | 460 | 460 | — | $1.41万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1.41万 | 0.00% | 87 | 87 | — | $1.41万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1.42万 | 0.00% | 374 | 374 | — | $1.42万 | 新建仓 |
| KEY | KEYCORP COM | $1.42万 | 0.00% | 706 | 706 | — | $1.42万 | 新建仓 |
| HL | HECLA MINING COMPANY COM | $1.42万 | 0.00% | 760 | 760 | — | $1.42万 | 新建仓 |
| APA | APA CORPORATION COM | $1.42万 | 0.00% | 334 | 334 | — | $1.42万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD ADS | $1.42万 | 0.00% | 286 | 286 | — | $1.42万 | 新建仓 |
| CMS | CMS ENERGY CORP COM | $1.43万 | 0.00% | 184 | 184 | — | $1.43万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $1.43万 | 0.00% | 57 | 57 | — | $1.43万 | 新建仓 |