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
UFPT UFP TECHNOLOGIES INC COM $00.00%0 -10-100.0% -$1,936 清仓
VECO VEECO INSTRS INC DEL COM $00.00%0 -57-100.0% -$1,930 清仓
NVST ENVISTA HOLDINGS CORPORATION COM $00.00%0 -76-100.0% -$1,928 清仓
ANF ABERCROMBIE & FITCH CO CL A $00.00%0 -21-100.0% -$1,919 清仓
IBRX IMMUNITYBIO INC COM $00.00%0 -250-100.0% -$1,918 清仓
MKL MARKEL GROUP INC COM $00.00%0 -1-100.0% -$1,914 清仓
HUM HUMANA INC COM $00.00%0 -11-100.0% -$1,907 清仓
WTTR SELECT WATER SOLUTIONS INC CL A COM $00.00%0 -124-100.0% -$1,897 清仓
PSN PARSONS CORP DEL COM $00.00%0 -35-100.0% -$1,896 清仓
GMED GLOBUS MED INC CL A $00.00%0 -22-100.0% -$1,896 清仓
SOLV SOLVENTUM CORP COM SHS $00.00%0 -29-100.0% -$1,894 清仓
QTWO Q2 HLDGS INC COM $00.00%0 -40-100.0% -$1,892 清仓
TTC TORO CO COM $00.00%0 -20-100.0% -$1,869 清仓
ZG ZILLOW GROUP INC CL A $00.00%0 -45-100.0% -$1,863 清仓
XENE XENON PHARMACEUTICALS INC COM $00.00%0 -32-100.0% -$1,861 清仓
HAYW HAYWARD HLDGS INC COM $00.00%0 -138-100.0% -$1,846 清仓
ONON ON HLDG AG NAMEN AKT A $00.00%0 -54-100.0% -$1,837 清仓
XME STATE STREET SPDR S&P METALS & MINING ETF $00.00%0 -17-100.0% -$1,836 清仓
GIII G III APPAREL GROUP LTD COM $00.00%0 -66-100.0% -$1,828 清仓
MAN MANPOWERGROUP INC WIS COM $00.00%0 -62-100.0% -$1,827 清仓
SUNB SUNBELT RENTALS HOLDINGS INC SHS $00.00%0 -28-100.0% -$1,823 清仓
— ISHARES GLOBAL TIMBER & FORESTRY ETF $00.00%0 -26-100.0% -$1,822 清仓
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF $00.00%0 -6-100.0% -$1,818 清仓
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS $00.00%0 -20-100.0% -$1,813 清仓
SLG SL GREEN RLTY CORP COM $00.00%0 -49-100.0% -$1,810 清仓
VCEL VERICEL CORP COM $00.00%0 -56-100.0% -$1,802 清仓
HR HEALTHCARE RLTY TR CL A COM $00.00%0 -105-100.0% -$1,784 清仓
OGE OGE ENERGY CORP COM $00.00%0 -37-100.0% -$1,775 清仓
— D MARKET ELECTR SVCS & TRADING SPONSORED ADS $00.00%0 -677-100.0% -$1,774 清仓
BXP BXP INC COM $00.00%0 -34-100.0% -$1,765 清仓
MKC MCCORMICK & CO INC COM NON VTG $00.00%0 -35-100.0% -$1,765 清仓
CHWY CHEWY INC CL A $00.00%0 -65-100.0% -$1,755 清仓
DGII DIGI INTL INC COM $00.00%0 -36-100.0% -$1,735 清仓
SPNT SIRIUSPOINT LTD COM $00.00%0 -80-100.0% -$1,723 清仓
SMPL SIMPLY GOOD FOODS CO COM $00.00%0 -120-100.0% -$1,722 清仓
LKFN LAKELAND FINL CORP COM $00.00%0 -30-100.0% -$1,721 清仓
WINA WINMARK CORP COM $00.00%0 -4-100.0% -$1,710 清仓
BBT BEACON FINANCIAL CORP. COM $00.00%0 -57-100.0% -$1,710 清仓
MTDR MATADOR RES CO COM $00.00%0 -27-100.0% -$1,706 清仓
KNTK KINETIK HOLDINGS INC COM NEW CL A $00.00%0 -35-100.0% -$1,694 清仓
QXO QXO INC COM NEW $00.00%0 -87-100.0% -$1,690 清仓
SCHA SCHWAB U.S. SMALL-CAP ETF $00.00%0 -58-100.0% -$1,687 清仓
MATW MATTHEWS INTL CORP CL A $00.00%0 -65-100.0% -$1,678 清仓
FESM FIDELITY ENHANCED SMALL CAP ETF $00.00%0 -44-100.0% -$1,672 清仓
AFG AMERICAN FINANCIAL GROUP INC COM $00.00%0 -13-100.0% -$1,660 清仓
RRR RED ROCK RESORTS INC CL A $00.00%0 -31-100.0% -$1,654 清仓
SPHR SPHERE ENTERTAINMENT CO CL A $00.00%0 -14-100.0% -$1,644 清仓
CRVL CORVEL CORP COM $00.00%0 -30-100.0% -$1,640 清仓
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK $00.00%0 -274-100.0% -$1,639 清仓
RMBS RAMBUS INC DEL COM $00.00%0 -19-100.0% -$1,635 清仓
BBIO BRIDGEBIO PHARMA INC COM $00.00%0 -22-100.0% -$1,634 清仓
OXM OXFORD INDS INC COM $00.00%0 -42-100.0% -$1,617 清仓
SAIC SCIENCE APPLICATIONS INTL CORP COM $00.00%0 -17-100.0% -$1,614 清仓
PRAX PRAXIS PRECISION MEDICINES INC COM NEW $00.00%0 -5-100.0% -$1,611 清仓
AAOI APPLIED OPTOELECTRONICS INC COM $00.00%0 -19-100.0% -$1,607 清仓
GOLF ACUSHNET HLDGS CORP COM $00.00%0 -17-100.0% -$1,589 清仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 K $00.00%0 -2,623-100.0% -$1,586 清仓
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF $00.00%0 -43-100.0% -$1,584 清仓
GBX GREENBRIER COS INC COM $00.00%0 -30-100.0% -$1,580 清仓
KRC KILROY REALTY CORP COM $00.00%0 -56-100.0% -$1,580 清仓
FBNC FIRST BANCORP N C COM $00.00%0 -28-100.0% -$1,578 清仓
WKC WORLD KINECT CORPORATION COM $00.00%0 -68-100.0% -$1,569 清仓
CALY CALLAWAY GOLF CO COM $00.00%0 -113-100.0% -$1,568 清仓
FMC FMC CORP COM NEW $00.00%0 -91-100.0% -$1,567 清仓
HSIC SCHEIN HENRY INC COM $00.00%0 -21-100.0% -$1,548 清仓
VFC V F CORP COM $00.00%0 -91-100.0% -$1,546 清仓
PFBC PREFERRED BK LOS ANGELES CA COM NEW $00.00%0 -17-100.0% -$1,542 清仓
ANIP ANI PHARMACEUTICALS INC COM $00.00%0 -20-100.0% -$1,538 清仓
— STELLAR BANCORP INC COM $00.00%0 -42-100.0% -$1,538 清仓
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B $00.00%0 -19-100.0% -$1,538 清仓
IOT SAMSARA INC COM CL A $00.00%0 -48-100.0% -$1,521 清仓
DINO HF SINCLAIR CORP COM $00.00%0 -24-100.0% -$1,497 清仓
— VANECK ROBOTICS ETF $00.00%0 -28-100.0% -$1,488 清仓
NATL NCR ATLEOS CORPORATION COM SHS $00.00%0 -34-100.0% -$1,482 清仓
TEX TEREX CORP NEW COM $00.00%0 -25-100.0% -$1,478 清仓
APOG APOGEE ENTERPRISES INC COM $00.00%0 -44-100.0% -$1,476 清仓
GRAB GRAB HOLDINGS LIMITED CLASS A ORD $00.00%0 -400-100.0% -$1,464 清仓
CLDX CELLDEX THERAPEUTICS INC NEW COM NEW $00.00%0 -46-100.0% -$1,459 清仓
RVMD REVOLUTION MEDICINES INC COM $00.00%0 -15-100.0% -$1,459 清仓
PEGA PEGASYSTEMS INC COM $00.00%0 -34-100.0% -$1,447 清仓
DJCO DAILY JOURNAL CORP COM $00.00%0 -3-100.0% -$1,447 清仓
VOX VANGUARD COMMUNICATION SERVICES ETF $00.00%0 -8-100.0% -$1,439 清仓
PI IMPINJ INC COM $00.00%0 -14-100.0% -$1,438 清仓
ACI ALBERTSONS COMPANIES INC COMMON STOCK $00.00%0 -84-100.0% -$1,431 清仓
IESC IES HOLDINGS INC COM $00.00%0 -3-100.0% -$1,429 清仓
TCBI TEXAS CAP BANCSHARES INC COM $00.00%0 -15-100.0% -$1,423 清仓
TAP MOLSON COORS BEVERAGE CO CL B $00.00%0 -33-100.0% -$1,421 清仓
EQH EQUITABLE HLDGS INC COM $00.00%0 -38-100.0% -$1,410 清仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $00.00%0 -6-100.0% -$1,400 清仓
ACT ENACT HLDGS INC COM $00.00%0 -34-100.0% -$1,388 清仓
DUOL DUOLINGO INC CL A COM $00.00%0 -14-100.0% -$1,380 清仓
MIR MIRION TECHNOLOGIES INC COM CL A $00.00%0 -74-100.0% -$1,376 清仓
HAFC HANMI FINL CORP COM NEW $00.00%0 -52-100.0% -$1,371 清仓
DNOW DNOW INC COM $00.00%0 -115-100.0% -$1,370 清仓
AHR AMERICAN HEALTHCARE REIT INC COM SHS $00.00%0 -29-100.0% -$1,368 清仓
AN AUTONATION INC COM $00.00%0 -7-100.0% -$1,367 清仓
KNSL KINSALE CAP GROUP INC COM $00.00%0 -4-100.0% -$1,367 清仓
CUZ COUSINS PPTYS INC COM NEW $00.00%0 -60-100.0% -$1,354 清仓
WT WISDOMTREE INC COM $00.00%0 -93-100.0% -$1,354 清仓
VRTS VIRTUS INVT PARTNERS INC COM $00.00%0 -10-100.0% -$1,344 清仓