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
MLR MILLER INDS INC TENN COM NEW $00.00%0 -20-100.0% -$911 清仓
OMF ONEMAIN HLDGS INC COM $00.00%0 -17-100.0% -$909 清仓
IPAR INTERPARFUMS INC COM $00.00%0 -10-100.0% -$908 清仓
CNH CNH INDL N V SHS $00.00%0 -82-100.0% -$902 清仓
TXG 10X GENOMICS INC CL A COM $00.00%0 -42-100.0% -$892 清仓
CAVA CAVA GROUP INC COM $00.00%0 -11-100.0% -$890 清仓
SPB SPECTRUM BRANDS HLDGS INC NEW COM $00.00%0 -12-100.0% -$884 清仓
PVLA PALVELLA THERAPEUTICS INC NEW COM $00.00%0 -7-100.0% -$873 清仓
TRUP TRUPANION INC COM $00.00%0 -34-100.0% -$871 清仓
DAVE DAVE INC CLASS A COM NEW $00.00%0 -5-100.0% -$870 清仓
AHRT AH RLTY TR INC COM $00.00%0 -158-100.0% -$869 清仓
DAR DARLING INGREDIENTS INC COM $00.00%0 -14-100.0% -$866 清仓
GSAT GLOBALSTAR INC COM NEW $00.00%0 -13-100.0% -$863 清仓
HIFS HINGHAM INSTN SVGS MASS COM $00.00%0 -3-100.0% -$858 清仓
NUTX NUTEX HEALTH INC COM $00.00%0 -9-100.0% -$855 清仓
INVX INNOVEX INTERNATIONAL INC COM $00.00%0 -35-100.0% -$854 清仓
WAL WESTERN ALLIANCE BANCORP COM $00.00%0 -12-100.0% -$850 清仓
BIO BIO RAD LABS INC CL A $00.00%0 -3-100.0% -$836 清仓
OLN OLIN CORP COM PAR $1 $00.00%0 -28-100.0% -$832 清仓
HNST HONEST CO INC COM $00.00%0 -281-100.0% -$826 清仓
— WEAVE COMMUNICATIONS INC COM $00.00%0 -178-100.0% -$822 清仓
ALSN ALLISON TRANSMISSION HLDGS INC COM $00.00%0 -7-100.0% -$819 清仓
PCVX VAXCYTE INC COM $00.00%0 -14-100.0% -$814 清仓
KOPN KOPIN CORP COM $00.00%0 -360-100.0% -$810 清仓
WHR WHIRLPOOL CORP COM $00.00%0 -15-100.0% -$809 清仓
BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS $00.00%0 -93-100.0% -$804 清仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $00.00%0 -89-100.0% -$803 清仓
QS QUANTUMSCAPE CORP COM CL A $00.00%0 -125-100.0% -$798 清仓
RPM RPM INTL INC COM $00.00%0 -8-100.0% -$795 清仓
UMBF UMB FINL CORP COM $00.00%0 -7-100.0% -$790 清仓
GDRX GOODRX HLDGS INC COM CL A $00.00%0 -400-100.0% -$784 清仓
ABG ASBURY AUTOMOTIVE GROUP INC COM $00.00%0 -4-100.0% -$782 清仓
WOR WORTHINGTON ENTERPRISES INC COM $00.00%0 -15-100.0% -$782 清仓
DLB DOLBY LABORATORIES INC COM CL A $00.00%0 -13-100.0% -$781 清仓
PATH UIPATH INC CL A $00.00%0 -70-100.0% -$777 清仓
IRMD IRADIMED CORP COM $00.00%0 -8-100.0% -$770 清仓
HLF HERBALIFE LTD COM SHS $00.00%0 -52-100.0% -$765 清仓
VIR VIR BIOTECHNOLOGY INC COM $00.00%0 -85-100.0% -$762 清仓
PCTY PAYLOCITY HLDG CORP COM $00.00%0 -7-100.0% -$756 清仓
ADTN ADTRAN HOLDINGS INC COM $00.00%0 -60-100.0% -$755 清仓
VNOM VIPER ENERGY INC CL A $00.00%0 -16-100.0% -$752 清仓
CNS COHEN & STEERS INC COM $00.00%0 -12-100.0% -$751 清仓
LBTYA LIBERTY GLOBAL LTD COM CL A $00.00%0 -62-100.0% -$750 清仓
PTON PELOTON INTERACTIVE INC CL A COM $00.00%0 -171-100.0% -$734 清仓
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A $00.00%0 -8-100.0% -$733 清仓
LEA LEAR CORP COM NEW $00.00%0 -6-100.0% -$726 清仓
FRHC FREEDOM HOLDING CORP COM $00.00%0 -5-100.0% -$724 清仓
HUBG HUB GROUP INC CL A $00.00%0 -20-100.0% -$721 清仓
LPG DORIAN LPG LTD SHS USD $00.00%0 -21-100.0% -$718 清仓
SBSI SOUTHSIDE BANCSHARES INC COM $00.00%0 -23-100.0% -$715 清仓
CHKP CHECK POINT SOFTWARE TECH LTD ORD $00.00%0 -5-100.0% -$714 清仓
CDP COPT DEFENSE PROPERTIES SHS BEN INT $00.00%0 -23-100.0% -$704 清仓
BL BLACKLINE INC COM $00.00%0 -19-100.0% -$703 清仓
FOUR SHIFT4 PMTS INC CL A $00.00%0 -16-100.0% -$700 清仓
AI C3 AI INC CL A $00.00%0 -83-100.0% -$699 清仓
— TAYLOR MORRISON HOME CORP COM $00.00%0 -12-100.0% -$699 清仓
QNST QUINSTREET INC COM $00.00%0 -58-100.0% -$697 清仓
LBTYK LIBERTY GLOBAL LTD COM CL C $00.00%0 -59-100.0% -$692 清仓
PTCT PTC THERAPEUTICS INC COM $00.00%0 -10-100.0% -$681 清仓
RYN RAYONIER INC COM $00.00%0 -33-100.0% -$680 清仓
LOPE GRAND CANYON ED INC COM $00.00%0 -4-100.0% -$680 清仓
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $00.00%0 -17-100.0% -$677 清仓
NX QUANEX BLDG PRODS CORP COM $00.00%0 -37-100.0% -$665 清仓
XPEL XPEL INC COM $00.00%0 -15-100.0% -$664 清仓
TLK TELEKOMUNIKASI IND SPONSORED ADR $00.00%0 -35-100.0% -$654 清仓
BRKR BRUKER CORP COM $00.00%0 -18-100.0% -$650 清仓
RHLD RESOLUTE HLDGS MGMT INC COM $00.00%0 -4-100.0% -$649 清仓
CLPT CLEARPOINT NEURO INC COM $00.00%0 -71-100.0% -$646 清仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 A $00.00%0 -2,623-100.0% -$645 清仓
PINS PINTEREST INC CL A $00.00%0 -35-100.0% -$642 清仓
— AMICUS THERAPEUTIC COM $00.00%0 -44-100.0% -$636 清仓
SBRA SABRA HEALTH CARE REIT INC COM $00.00%0 -33-100.0% -$635 清仓
SDGR SCHRODINGER INC COM $00.00%0 -55-100.0% -$625 清仓
EVTC EVERTEC INC COM $00.00%0 -22-100.0% -$621 清仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z $00.00%0 -2,623-100.0% -$617 清仓
XMTR XOMETRY INC CLASS A COM $00.00%0 -15-100.0% -$613 清仓
CXT CRANE NXT CO COM $00.00%0 -15-100.0% -$609 清仓
MXL MAXLINEAR INC COM $00.00%0 -35-100.0% -$609 清仓
HOG HARLEY DAVIDSON INC COM $00.00%0 -30-100.0% -$607 清仓
SNDR SCHNEIDER NATIONAL INC CL B $00.00%0 -23-100.0% -$606 清仓
ELF E L F BEAUTY INC COM $00.00%0 -10-100.0% -$606 清仓
EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A $00.00%0 -99-100.0% -$599 清仓
LNN LINDSAY CORP COM $00.00%0 -5-100.0% -$595 清仓
ONC BEONE MEDICINES LTD SPONSORED ADS $00.00%0 -2-100.0% -$594 清仓
TVTX TRAVERE THERAPEUTICS INC COM $00.00%0 -20-100.0% -$594 清仓
VRDN VIRIDIAN THERAPEUTICS INC COM $00.00%0 -30-100.0% -$587 清仓
GFS GLOBALFOUNDRIES INC ORDINARY SHARES $00.00%0 -13-100.0% -$578 清仓
TTEK TETRA TECH INC NEW COM $00.00%0 -19-100.0% -$572 清仓
CHRD CHORD ENERGY CORPORATION COM NEW $00.00%0 -4-100.0% -$569 清仓
CART MAPLEBEAR INC COM $00.00%0 -15-100.0% -$562 清仓
M MACYS INC COM $00.00%0 -31-100.0% -$561 清仓
PL PLANET LABS PBC COM CL A $00.00%0 -20-100.0% -$559 清仓
AVT AVNET INC COM $00.00%0 -9-100.0% -$555 清仓
STNE STONECO LTD COM CL A $00.00%0 -39-100.0% -$551 清仓
SHO SUNSTONE HOTEL INVS INC NEW COM $00.00%0 -61-100.0% -$550 清仓
DEI DOUGLAS EMMETT INC COM $00.00%0 -58-100.0% -$546 清仓
BPOP POPULAR INC COM NEW $00.00%0 -4-100.0% -$537 清仓
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF $00.00%0 -9-100.0% -$533 清仓
WGO WINNEBAGO INDS INC COM $00.00%0 -17-100.0% -$527 清仓
COCO VITA COCO CO INC COM $00.00%0 -11-100.0% -$527 清仓