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
SPYI NEOS S&P 500 HIGH INCOME ETF $1.78万0.00%361 361— $1.78万 新建仓
— FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF $1.78万0.00%1,000 1,000— $1.78万 新建仓
WSM WILLIAMS SONOMA INC COM $1.79万0.00%98 98— $1.79万 新建仓
WPC WP CAREY INC COM $1.79万0.00%264 264— $1.79万 新建仓
JD JD.COM INC SPON ADS CL A $1.80万0.00%609 609— $1.80万 新建仓
ATR APTARGROUP INC COM $1.80万0.00%143 143— $1.80万 新建仓
NBIX NEUROCRINE BIOSCIENCES INC COM $1.80万0.00%137 137— $1.80万 新建仓
ROL ROLLINS INC COM $1.81万0.00%338 338— $1.81万 新建仓
KLIC KULICKE & SOFFA INDS INC COM $1.81万0.00%275 275— $1.81万 新建仓
RTO RENTOKIL INITIAL PLC SPONSORED ADR $1.81万0.00%575 575— $1.81万 新建仓
SANM SANMINA CORP COM $1.81万0.00%140 140— $1.81万 新建仓
WCN WASTE CONNECTIONS INC COM $1.82万0.00%112 112— $1.82万 新建仓
PTGX PROTAGONIST THERAPEUTICS INC COM $1.82万0.00%173 173— $1.82万 新建仓
DTE DTE ENERGY CO COM $1.83万0.00%125 125— $1.83万 新建仓
RRX REGAL REXNORD CORPORATION COM $1.85万0.00%99 99— $1.85万 新建仓
RACE FERRARI N V COM $1.86万0.00%55 55— $1.86万 新建仓
— HOLOGIC INC COM $1.87万0.00%247 247— $1.87万 新建仓
OVV OVINTIV INC COM $1.88万0.00%316 316— $1.88万 新建仓
HUBB HUBBELL INC COM $1.88万0.00%38 38— $1.88万 新建仓
EVR EVERCORE INC CLASS A $1.88万0.00%63 63— $1.88万 新建仓
BWXT BWX TECHNOLOGIES INC COM $1.88万0.00%92 92— $1.88万 新建仓
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND $1.88万0.00%194 194— $1.88万 新建仓
FELC FIDELITY ENHANCED LARGE CAP CORE ETF $1.88万0.00%519 519— $1.88万 新建仓
NFG NATIONAL FUEL GAS CO COM $1.89万0.00%201 201— $1.89万 新建仓
IGF ISHARES GLOBAL INFRASTRUCTURE ETF $1.89万0.00%282 282— $1.89万 新建仓
MPLX MPLX LP COM UNIT REP LTD $1.89万0.00%332 332— $1.89万 新建仓
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF $1.90万0.00%380 380— $1.90万 新建仓
ATI ATI INC COM $1.91万0.00%131 131— $1.91万 新建仓
BRO BROWN & BROWN INC COM $1.91万0.00%293 293— $1.91万 新建仓
CVNA CARVANA CO CL A $1.92万0.00%61 61— $1.92万 新建仓
FSLR FIRST SOLAR INC COM $1.92万0.00%98 98— $1.92万 新建仓
EIX EDISON INTL COM $1.92万0.00%263 263— $1.92万 新建仓
DOV DOVER CORP COM $1.94万0.00%93 93— $1.94万 新建仓
GLD SPDR GOLD SHARES $1.94万0.00%45 45— $1.94万 新建仓
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $1.95万0.00%121 121— $1.95万 新建仓
EPRT ESSENTIAL PPTYS RLTY TR INC COM $1.96万0.00%644 644— $1.96万 新建仓
FE FIRSTENERGY CORP COM $1.96万0.00%386 386— $1.96万 新建仓
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES $1.96万0.00%333 333— $1.96万 新建仓
RNR RENAISSANCERE HLDGS LTD COM $1.96万0.00%66 66— $1.96万 新建仓
— FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF $1.96万0.00%1,686 1,686— $1.96万 新建仓
GWW WW GRAINGER INC COM $1.96万0.00%18 18— $1.96万 新建仓
DY DYCOM INDS INC COM $1.97万0.00%58 58— $1.97万 新建仓
DVN DEVON ENERGY CORP NEW COM $1.97万0.00%392 392— $1.97万 新建仓
NKE NIKE INC CL B $1.97万0.00%374 374— $1.97万 新建仓
IBB ISHARES BIOTECHNOLOGY ETF $1.98万0.00%117 117— $1.98万 新建仓
FIS FIDELITY NATL INFORMATION SVCS COM $1.98万0.00%421 421— $1.98万 新建仓
BJ BJS WHSL CLUB HLDGS INC COM $1.98万0.00%201 201— $1.98万 新建仓
INGR INGREDION INC COM $1.98万0.00%176 176— $1.98万 新建仓
NMR NOMURA HLDGS INC SPONSORED ADR $1.99万0.01%2,520 2,520— $1.99万 新建仓
LUMN LUMEN TECHNOLOGIES INC COM $1.99万0.01%2,866 2,866— $1.99万 新建仓
VOD VODAFONE GROUP PLC SPONSORED ADR $2.00万0.01%1,330 1,330— $2.00万 新建仓
USFD US FOODS HLDG CORP COM $2.00万0.01%217 217— $2.00万 新建仓
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $2.02万0.01%404 404— $2.02万 新建仓
CCK CROWN HLDGS INC COM $2.03万0.01%202 202— $2.03万 新建仓
AZO AUTOZONE INC COM $2.03万0.01%6 6— $2.03万 新建仓
SMTC SEMTECH CORP COM $2.03万0.01%264 264— $2.03万 新建仓
VNQ VANGUARD REAL ESTATE ETF $2.03万0.01%229 229— $2.03万 新建仓
AEIS ADVANCED ENERGY INDS COM $2.03万0.01%63 63— $2.03万 新建仓
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD $2.04万0.01%2,431 2,431— $2.04万 新建仓
CGW INVESCO S&P GLOBAL WATER INDEX ETF $2.04万0.01%319 319— $2.04万 新建仓
ET ENERGY TRANSFER L P COM UT LTD PTN $2.04万0.01%1,059 1,059— $2.04万 新建仓
VTRS VIATRIS INC COM $2.05万0.01%1,516 1,516— $2.05万 新建仓
WEC WEC ENERGY GROUP INC COM $2.05万0.01%177 177— $2.05万 新建仓
CNI CANADIAN NATL RY CO COM $2.06万0.01%200 200— $2.06万 新建仓
TDY TELEDYNE TECHNOLOGIES INC COM $2.06万0.01%34 34— $2.06万 新建仓
BIDU BAIDU INC SPON ADR REP A $2.06万0.01%185 185— $2.06万 新建仓
SYY SYSCO CORP COM $2.06万0.01%289 289— $2.06万 新建仓
KMX CARMAX INC COM $2.06万0.01%496 496— $2.06万 新建仓
PSA PUBLIC STORAGE OPER CO COM $2.07万0.01%76 76— $2.07万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $2.07万0.01%291 291— $2.07万 新建仓
NWS NEWS CORP NEW CL B $2.07万0.01%727 727— $2.07万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $2.07万0.01%221 221— $2.07万 新建仓
ON ON SEMICONDUCTOR CORP COM $2.08万0.01%336 336— $2.08万 新建仓
DG DOLLAR GEN CORP COM $2.10万0.01%177 177— $2.10万 新建仓
— FIDELITY INTERNATIONAL MULTIFACTOR ETF $2.11万0.01%590 590— $2.11万 新建仓
NVT NVENT ELEC PLC SHS $2.11万0.01%178 178— $2.11万 新建仓
BC BRUNSWICK CORP COM $2.12万0.01%291 291— $2.12万 新建仓
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF $2.12万0.01%297 297— $2.12万 新建仓
STM STMICROELECTRONICS N V NY REGISTRY $2.13万0.01%617 617— $2.13万 新建仓
LYV LIVE NATION ENTERTAINMENT INC COM $2.14万0.01%140 140— $2.14万 新建仓
— SEALED AIR CORP NEW COM $2.15万0.01%512 512— $2.15万 新建仓
TROW PRICE T ROWE GROUP INC COM $2.15万0.01%239 239— $2.15万 新建仓
ONB OLD NATL BANCORP IND COM $2.16万0.01%976 976— $2.16万 新建仓
OXY OCCIDENTAL PETE CORP COM $2.16万0.01%332 332— $2.16万 新建仓
RBLX ROBLOX CORP CL A $2.16万0.01%382 382— $2.16万 新建仓
ED CONSOLIDATED EDISON INC COM $2.16万0.01%191 191— $2.16万 新建仓
ILMN ILLUMINA INC COM $2.17万0.01%176 176— $2.17万 新建仓
GVA GRANITE CONSTR INC COM $2.17万0.01%181 181— $2.17万 新建仓
AKAM AKAMAI TECHNOLOGIES INC COM $2.17万0.01%189 189— $2.17万 新建仓
PBA PEMBINA PIPELINE CORP COM $2.17万0.01%485 485— $2.17万 新建仓
WWD WOODWARD INC COM $2.18万0.01%61 61— $2.18万 新建仓
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW $2.19万0.01%800 800— $2.19万 新建仓
NXPI NXP SEMICONDUCTORS N V COM $2.20万0.01%112 112— $2.20万 新建仓
PCG PG&E CORP COM $2.21万0.01%1,255 1,255— $2.21万 新建仓
WRB BERKLEY W R CORP COM $2.21万0.01%333 333— $2.21万 新建仓
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF $2.21万0.01%260 260— $2.21万 新建仓
WFRD WEATHERFORD INTL PLC ORD SHS $2.21万0.01%234 234— $2.21万 新建仓
IT GARTNER INC COM $2.22万0.01%140 140— $2.22万 新建仓
CNP CENTERPOINT ENERGY INC COM $2.22万0.01%514 514— $2.22万 新建仓
ENLT ENLIGHT RENEWABLE ENERGY LTD SHS $2.22万0.01%325 325— $2.22万 新建仓