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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD MID-CAP VALUE ETF | $2.23万 | 0.01% | 121 | 121 | — | $2.23万 | 新建仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $2.26万 | 0.01% | 500 | 500 | — | $2.26万 | 新建仓 |
| MSCI | MSCI INC COM | $2.26万 | 0.01% | 42 | 42 | — | $2.26万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $2.27万 | 0.01% | 868 | 868 | — | $2.27万 | 新建仓 |
| BURL | BURLINGTON STORES INC COM | $2.28万 | 0.01% | 70 | 70 | — | $2.28万 | 新建仓 |
| PPL | PPL CORP COM | $2.29万 | 0.01% | 599 | 599 | — | $2.29万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC COM | $2.31万 | 0.01% | 236 | 236 | — | $2.31万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $2.31万 | 0.01% | 377 | 377 | — | $2.31万 | 新建仓 |
| EAT | BRINKER INTL INC COM | $2.31万 | 0.01% | 162 | 162 | — | $2.31万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC COM | $2.31万 | 0.01% | 118 | 118 | — | $2.31万 | 新建仓 |
| SE | SEA LTD SPONSORD ADS | $2.32万 | 0.01% | 280 | 280 | — | $2.32万 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $2.32万 | 0.01% | 136 | 136 | — | $2.32万 | 新建仓 |
| BIIB | BIOGEN INC COM | $2.33万 | 0.01% | 127 | 127 | — | $2.33万 | 新建仓 |
| DOW | DOW HLDGS INC COM | $2.34万 | 0.01% | 561 | 561 | — | $2.34万 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $2.34万 | 0.01% | 203 | 203 | — | $2.34万 | 新建仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $2.34万 | 0.01% | 235 | 235 | — | $2.34万 | 新建仓 |
| TOL | TOLL BROTHERS INC COM | $2.36万 | 0.01% | 173 | 173 | — | $2.36万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $2.36万 | 0.01% | 58 | 58 | — | $2.36万 | 新建仓 |
| MGC | VANGUARD MEGA CAP ETF | $2.36万 | 0.01% | 100 | 100 | — | $2.36万 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $2.39万 | 0.01% | 590 | 590 | — | $2.39万 | 新建仓 |
| DCI | DONALDSON INC COM | $2.40万 | 0.01% | 283 | 283 | — | $2.40万 | 新建仓 |
| TPR | TAPESTRY INC COM | $2.41万 | 0.01% | 171 | 171 | — | $2.41万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $2.42万 | 0.01% | 147 | 147 | — | $2.42万 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.43万 | 0.01% | 280 | 280 | — | $2.43万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP COM | $2.44万 | 0.01% | 207 | 207 | — | $2.44万 | 新建仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $2.45万 | 0.01% | 547 | 547 | — | $2.45万 | 新建仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $2.45万 | 0.01% | 580 | 580 | — | $2.45万 | 新建仓 |
| JLL | JONES LANG LASALLE INC COM | $2.46万 | 0.01% | 81 | 81 | — | $2.46万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $2.47万 | 0.01% | 93 | 93 | — | $2.47万 | 新建仓 |
| P | EVERPURE INC CL A | $2.47万 | 0.01% | 418 | 418 | — | $2.47万 | 新建仓 |
| TRNO | TERRENO RLTY CORP COM | $2.48万 | 0.01% | 403 | 403 | — | $2.48万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $2.48万 | 0.01% | 88 | 88 | — | $2.48万 | 新建仓 |
| FNB | F N B CORP COM | $2.48万 | 0.01% | 1,481 | 1,481 | — | $2.48万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $2.49万 | 0.01% | 65 | 65 | — | $2.49万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $2.51万 | 0.01% | 785 | 785 | — | $2.51万 | 新建仓 |
| ITT | ITT INC COM | $2.52万 | 0.01% | 132 | 132 | — | $2.52万 | 新建仓 |
| FORM | FORMFACTOR INC COM | $2.52万 | 0.01% | 260 | 260 | — | $2.52万 | 新建仓 |
| ENTG | ENTEGRIS INC COM | $2.53万 | 0.01% | 216 | 216 | — | $2.53万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $2.54万 | 0.01% | 190 | 190 | — | $2.54万 | 新建仓 |
| NOV | NOV INC COM | $2.54万 | 0.01% | 1,349 | 1,349 | — | $2.54万 | 新建仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $2.54万 | 0.01% | 393 | 393 | — | $2.54万 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR | $2.55万 | 0.01% | 695 | 695 | — | $2.55万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC COM | $2.56万 | 0.01% | 1,777 | 1,777 | — | $2.56万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP COM | $2.56万 | 0.01% | 476 | 476 | — | $2.56万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $2.57万 | 0.01% | 171 | 171 | — | $2.57万 | 新建仓 |
| F | FORD MTR CO COM | $2.58万 | 0.01% | 2,236 | 2,236 | — | $2.58万 | 新建仓 |
| RELX | RELX PLC SPONSORED ADR | $2.59万 | 0.01% | 780 | 780 | — | $2.59万 | 新建仓 |
| SNEX | STONEX GROUP INC COM | $2.60万 | 0.01% | 322 | 322 | — | $2.60万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $2.62万 | 0.01% | 239 | 239 | — | $2.62万 | 新建仓 |
| MFC | MANULIFE FINL CORP COM | $2.62万 | 0.01% | 762 | 762 | — | $2.62万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC COM | $2.63万 | 0.01% | 438 | 438 | — | $2.63万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $2.63万 | 0.01% | 134 | 134 | — | $2.63万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $2.63万 | 0.01% | 334 | 334 | — | $2.63万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $2.63万 | 0.01% | 274 | 274 | — | $2.63万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $2.63万 | 0.01% | 249 | 249 | — | $2.63万 | 新建仓 |
| PUK | PRUDENTIAL PLC ADR | $2.64万 | 0.01% | 928 | 928 | — | $2.64万 | 新建仓 |
| IDXX | IDEXX LABS INC COM | $2.64万 | 0.01% | 47 | 47 | — | $2.64万 | 新建仓 |
| NET | CLOUDFLARE INC CL A COM | $2.64万 | 0.01% | 128 | 128 | — | $2.64万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $2.64万 | 0.01% | 431 | 431 | — | $2.64万 | 新建仓 |
| NUE | NUCOR CORP COM | $2.65万 | 0.01% | 157 | 157 | — | $2.65万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $2.66万 | 0.01% | 360 | 360 | — | $2.66万 | 新建仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $2.66万 | 0.01% | 482 | 482 | — | $2.66万 | 新建仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2.68万 | 0.01% | 1,035 | 1,035 | — | $2.68万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $2.68万 | 0.01% | 68 | 68 | — | $2.68万 | 新建仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $2.68万 | 0.01% | 497 | 497 | — | $2.68万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $2.70万 | 0.01% | 289 | 289 | — | $2.70万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C COM | $2.70万 | 0.01% | 390 | 390 | — | $2.70万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $2.71万 | 0.01% | 105 | 105 | — | $2.71万 | 新建仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $2.72万 | 0.01% | 102 | 102 | — | $2.72万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $2.74万 | 0.01% | 409 | 409 | — | $2.74万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $2.76万 | 0.01% | 291 | 291 | — | $2.76万 | 新建仓 |
| XPO | XPO INC COM | $2.76万 | 0.01% | 142 | 142 | — | $2.76万 | 新建仓 |
| FNV | FRANCO NEV CORP COM | $2.79万 | 0.01% | 113 | 113 | — | $2.79万 | 新建仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2.80万 | 0.01% | 834 | 834 | — | $2.80万 | 新建仓 |
| XYZ | BLOCK INC CL A | $2.83万 | 0.01% | 470 | 470 | — | $2.83万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC COM | $2.83万 | 0.01% | 248 | 248 | — | $2.83万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC COM | $2.85万 | 0.01% | 150 | 150 | — | $2.85万 | 新建仓 |
| AUGO | AURA MINERALS INC SHS NEW | $2.86万 | 0.01% | 350 | 350 | — | $2.86万 | 新建仓 |
| L | LOEWS CORP COM | $2.87万 | 0.01% | 269 | 269 | — | $2.87万 | 新建仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $2.87万 | 0.01% | 300 | 300 | — | $2.87万 | 新建仓 |
| GRMN | GARMIN LTD SHS | $2.88万 | 0.01% | 124 | 124 | — | $2.88万 | 新建仓 |
| IRM | IRON MTN INC DEL COM | $2.88万 | 0.01% | 282 | 282 | — | $2.88万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $2.90万 | 0.01% | 443 | 443 | — | $2.90万 | 新建仓 |
| XYL | XYLEM INC COM | $2.90万 | 0.01% | 243 | 243 | — | $2.90万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $2.91万 | 0.01% | 49 | 49 | — | $2.91万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $2.91万 | 0.01% | 380 | 380 | — | $2.91万 | 新建仓 |
| NI | NISOURCE INC COM | $2.92万 | 0.01% | 626 | 626 | — | $2.92万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.92万 | 0.01% | 402 | 402 | — | $2.92万 | 新建仓 |
| RGLD | ROYAL GOLD INC COM | $2.93万 | 0.01% | 115 | 115 | — | $2.93万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC COM | $2.93万 | 0.01% | 141 | 141 | — | $2.93万 | 新建仓 |
| PLAB | PHOTRONICS INC COM | $2.94万 | 0.01% | 728 | 728 | — | $2.94万 | 新建仓 |
| CE | CELANESE CORP DEL COM | $2.95万 | 0.01% | 448 | 448 | — | $2.95万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $2.95万 | 0.01% | 149 | 149 | — | $2.95万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2.97万 | 0.01% | 515 | 515 | — | $2.97万 | 新建仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $2.97万 | 0.01% | 304 | 304 | — | $2.97万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.98万 | 0.01% | 368 | 368 | — | $2.98万 | 新建仓 |
| CASY | CASEYS GEN STORES INC COM | $2.98万 | 0.01% | 41 | 41 | — | $2.98万 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $3.00万 | 0.01% | 215 | 215 | — | $3.00万 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $3.03万 | 0.01% | 456 | 456 | — | $3.03万 | 新建仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $3.05万 | 0.01% | 2,044 | 2,044 | — | $3.05万 | 新建仓 |