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
HCI HCI GROUP INC COM $00.00%0 -17-100.0% -$2,628 清仓
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF $00.00%0 -33-100.0% -$2,625 清仓
GGG GRACO INC COM $00.00%0 -31-100.0% -$2,624 清仓
CHDN CHURCHILL DOWNS INC COM $00.00%0 -29-100.0% -$2,605 清仓
MOD MODINE MFG CO COM $00.00%0 -12-100.0% -$2,601 清仓
KEP KOREA ELEC PWR CORP SPONSORED ADR $00.00%0 -182-100.0% -$2,594 清仓
SSB SOUTHSTATE BK CORP COM $00.00%0 -28-100.0% -$2,591 清仓
PR PERMIAN RESOURCES CORP CLASS A COM $00.00%0 -121-100.0% -$2,580 清仓
MICC MAGNUM ICE CREAM CO NV ORD SHS $00.00%0 -171-100.0% -$2,556 清仓
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM $00.00%0 -46-100.0% -$2,544 清仓
BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM $00.00%0 -76-100.0% -$2,538 清仓
SAH SONIC AUTOMOTIVE INC CL A $00.00%0 -37-100.0% -$2,537 清仓
PPC PILGRIMS PRIDE CORP COM $00.00%0 -67-100.0% -$2,530 清仓
ZS ZSCALER INC COM $00.00%0 -18-100.0% -$2,525 清仓
FUN SIX FLAGS ENTERTAINMENT CORP COM $00.00%0 -142-100.0% -$2,521 清仓
GBCI GLACIER BANCORP INC NEW COM $00.00%0 -56-100.0% -$2,502 清仓
PDFS PDF SOLUTIONS INC COM $00.00%0 -76-100.0% -$2,486 清仓
PRAA PRA GROUP INC COM $00.00%0 -142-100.0% -$2,485 清仓
ALG ALAMO GROUP INC COM $00.00%0 -15-100.0% -$2,475 清仓
— CENTRAIS ELET BRAS SA SPON ADS PFD B1 $00.00%0 -197-100.0% -$2,468 清仓
CCS CENTURY COMMUNITIES INC COM $00.00%0 -43-100.0% -$2,467 清仓
EXP EAGLE MATLS INC COM $00.00%0 -13-100.0% -$2,463 清仓
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK $00.00%0 -290-100.0% -$2,462 清仓
DVA DAVITA INC COM $00.00%0 -16-100.0% -$2,459 清仓
PRVA PRIVIA HEALTH GROUP INC COM $00.00%0 -119-100.0% -$2,448 清仓
FRO FRONTLINE PLC COM $00.00%0 -70-100.0% -$2,440 清仓
CHEF CHEFS WHSE INC COM $00.00%0 -41-100.0% -$2,437 清仓
FRSH FRESHWORKS INC CLASS A COM $00.00%0 -300-100.0% -$2,409 清仓
PCRX PACIRA BIOSCIENCES INC COM $00.00%0 -106-100.0% -$2,396 清仓
— ISHARES ETHEREUM TRUST ETF $00.00%0 -150-100.0% -$2,375 清仓
NWE NORTHWESTERN ENERGY GROUP INC COM NEW $00.00%0 -36-100.0% -$2,374 清仓
CFFN CAPITOL FED FINL INC COM $00.00%0 -333-100.0% -$2,374 清仓
INSP INSPIRE MED SYS INC COM $00.00%0 -46-100.0% -$2,373 清仓
FR FIRST INDL RLTY TR INC COM $00.00%0 -41-100.0% -$2,372 清仓
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF $00.00%0 -36-100.0% -$2,365 清仓
RRC RANGE RES CORP COM $00.00%0 -52-100.0% -$2,349 清仓
CSW CSW INDUSTRIALS INC COM $00.00%0 -9-100.0% -$2,345 清仓
HE HAWAIIAN ELEC INDS INC MTN BE COM $00.00%0 -158-100.0% -$2,345 清仓
MSTR STRATEGY INC CL A NEW $00.00%0 -19-100.0% -$2,339 清仓
ALAB ASTERA LABS INC COM $00.00%0 -21-100.0% -$2,302 清仓
CRGY CRESCENT ENERGY COMPANY CL A COM $00.00%0 -170-100.0% -$2,295 清仓
— LEGGETT & PLATT INC COM $00.00%0 -232-100.0% -$2,292 清仓
CUBI CUSTOMERS BANCORP INC COM $00.00%0 -33-100.0% -$2,291 清仓
BANC BANC OF CALIFORNIA INC COM $00.00%0 -130-100.0% -$2,285 清仓
FLO FLOWERS FOODS INC COM $00.00%0 -280-100.0% -$2,282 清仓
OC OWENS CORNING NEW COM $00.00%0 -21-100.0% -$2,280 清仓
FLS FLOWSERVE CORP COM $00.00%0 -31-100.0% -$2,279 清仓
CUBE CUBESMART COM $00.00%0 -62-100.0% -$2,272 清仓
SHLS SHOALS TECHNOLOGIES GROUP INC CL A $00.00%0 -344-100.0% -$2,264 清仓
VICR VICOR CORP COM $00.00%0 -14-100.0% -$2,254 清仓
KBR KBR INC COM $00.00%0 -61-100.0% -$2,248 清仓
SYNA SYNAPTICS INC COM $00.00%0 -32-100.0% -$2,241 清仓
RGEN REPLIGEN CORP COM $00.00%0 -19-100.0% -$2,239 清仓
CNX CNX RES CORP COM $00.00%0 -58-100.0% -$2,236 清仓
AAMI ACADIAN ASSET MANAGEMENT INC COM $00.00%0 -41-100.0% -$2,231 清仓
BLDR BUILDERS FIRSTSOURCE INC COM $00.00%0 -27-100.0% -$2,223 清仓
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM $00.00%0 -27-100.0% -$2,218 清仓
COO COOPER COS INC COM $00.00%0 -31-100.0% -$2,217 清仓
RWT REDWOOD TRUST INC COM $00.00%0 -393-100.0% -$2,205 清仓
ALGT ALLEGIANT TRAVEL CO COM $00.00%0 -27-100.0% -$2,188 清仓
TR TOOTSIE ROLL INDS INC COM $00.00%0 -51-100.0% -$2,179 清仓
ZM ZOOM COMMUNICATIONS INC CL A $00.00%0 -27-100.0% -$2,171 清仓
FIBK FIRST INTST BANCSYSTEM INC COM $00.00%0 -65-100.0% -$2,171 清仓
HNI HNI CORP COM $00.00%0 -65-100.0% -$2,170 清仓
VLY VALLEY NATL BANCORP COM $00.00%0 -176-100.0% -$2,161 清仓
URGN UROGEN PHARMA LTD COM $00.00%0 -120-100.0% -$2,158 清仓
— INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF $00.00%0 -65-100.0% -$2,157 清仓
TFX TELEFLEX INCORPORATED COM $00.00%0 -18-100.0% -$2,153 清仓
— VERIS RESIDENTIAL INC COM $00.00%0 -114-100.0% -$2,151 清仓
JEF JEFFERIES FINANCIAL GROUP INC COM $00.00%0 -52-100.0% -$2,146 清仓
HMN HORACE MANN EDUCATORS CORP NEW COM $00.00%0 -50-100.0% -$2,134 清仓
AGYS AGILYSYS INC COM $00.00%0 -30-100.0% -$2,134 清仓
RNST RENASANT CORP COM $00.00%0 -59-100.0% -$2,132 清仓
VCYT VERACYTE INC COM $00.00%0 -66-100.0% -$2,126 清仓
OLLI OLLIES BARGAIN OUTLET HLDGS COM $00.00%0 -23-100.0% -$2,117 清仓
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF $00.00%0 -84-100.0% -$2,098 清仓
TOST TOAST INC CL A $00.00%0 -79-100.0% -$2,094 清仓
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF $00.00%0 -68-100.0% -$2,093 清仓
FTRE FORTREA HLDGS INC COMMON STOCK $00.00%0 -221-100.0% -$2,082 清仓
CFR CULLEN FROST BANKERS INC COM $00.00%0 -15-100.0% -$2,056 清仓
STEP STEPSTONE GROUP INC COM CL A $00.00%0 -43-100.0% -$2,052 清仓
CPT CAMDEN PPTY TR SH BEN INT $00.00%0 -21-100.0% -$2,051 清仓
FUTU FUTU HLDGS LTD SPON ADS CL A $00.00%0 -15-100.0% -$2,051 清仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $00.00%0 -136-100.0% -$2,047 清仓
FNF FIDELITY NATL FINL INC COM SHS $00.00%0 -44-100.0% -$2,041 清仓
HRL HORMEL FOODS CORP COM $00.00%0 -90-100.0% -$2,039 清仓
AVTR AVANTOR INC COM $00.00%0 -260-100.0% -$2,038 清仓
PGNY PROGYNY INC COM $00.00%0 -120-100.0% -$2,038 清仓
STC STEWART INFORMATION SVCS CORP COM $00.00%0 -33-100.0% -$2,032 清仓
AXSM AXSOME THERAPEUTICS INC. COM $00.00%0 -12-100.0% -$2,028 清仓
PNW PINNACLE WEST CAP CORP COM $00.00%0 -20-100.0% -$2,015 清仓
SUI SUN CMNTYS INC COM $00.00%0 -16-100.0% -$2,015 清仓
PBR/A PETROLEO BRASILEIRO S A SP ADR NON VTG $00.00%0 -107-100.0% -$2,006 清仓
AAON AAON INC COM PAR $0.004 $00.00%0 -24-100.0% -$1,986 清仓
COLL COLLEGIUM PHARMACEUTICAL INC COM $00.00%0 -60-100.0% -$1,984 清仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $00.00%0 -65-100.0% -$1,983 清仓
TXRH TEXAS ROADHOUSE INC COM $00.00%0 -12-100.0% -$1,982 清仓
AYI ACUITY INC COM $00.00%0 -7-100.0% -$1,962 清仓
KNF KNIFE RIVER CORP COMMON STOCK $00.00%0 -24-100.0% -$1,960 清仓
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A $00.00%0 -25-100.0% -$1,952 清仓