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 |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP COM | $3.05万 | 0.01% | 203 | 203 | — | $3.05万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $3.06万 | 0.01% | 895 | 895 | — | $3.06万 | 新建仓 |
| SSRM | SSR MINING IN COM | $3.06万 | 0.01% | 1,041 | 1,041 | — | $3.06万 | 新建仓 |
| URI | UNITED RENTALS INC COM | $3.06万 | 0.01% | 42 | 42 | — | $3.06万 | 新建仓 |
| ALB | ALBEMARLE CORP COM | $3.07万 | 0.01% | 171 | 171 | — | $3.07万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $3.07万 | 0.01% | 105 | 105 | — | $3.07万 | 新建仓 |
| EXC | EXELON CORP COM | $3.07万 | 0.01% | 627 | 627 | — | $3.07万 | 新建仓 |
| FN | FABRINET SHS | $3.08万 | 0.01% | 59 | 59 | — | $3.08万 | 新建仓 |
| VMC | VULCAN MATLS CO COM | $3.08万 | 0.01% | 113 | 113 | — | $3.08万 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $3.10万 | 0.01% | 197 | 197 | — | $3.10万 | 新建仓 |
| STT | STATE STR CORP COM | $3.10万 | 0.01% | 245 | 245 | — | $3.10万 | 新建仓 |
| JBL | JABIL INC COM | $3.11万 | 0.01% | 117 | 117 | — | $3.11万 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $3.11万 | 0.01% | 388 | 388 | — | $3.11万 | 新建仓 |
| BWA | BORGWARNER INC COM | $3.11万 | 0.01% | 574 | 574 | — | $3.11万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.12万 | 0.01% | 144 | 144 | — | $3.12万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $3.12万 | 0.01% | 1,439 | 1,439 | — | $3.12万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $3.12万 | 0.01% | 158 | 158 | — | $3.12万 | 新建仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $3.12万 | 0.01% | 1,258 | 1,258 | — | $3.12万 | 新建仓 |
| VRSN | VERISIGN INC COM | $3.13万 | 0.01% | 126 | 126 | — | $3.13万 | 新建仓 |
| KGC | KINROSS GOLD CORP COM | $3.13万 | 0.01% | 1,026 | 1,026 | — | $3.13万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $3.15万 | 0.01% | 161 | 161 | — | $3.15万 | 新建仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $3.15万 | 0.01% | 448 | 448 | — | $3.15万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $3.16万 | 0.01% | 1,521 | -2,006 | -56.9% | -$4.16万 | 重新持有 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $3.20万 | 0.01% | 144 | 144 | — | $3.20万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $3.20万 | 0.01% | 54 | 54 | — | $3.20万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $3.23万 | 0.01% | 140 | 140 | — | $3.23万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $3.24万 | 0.01% | 155 | 155 | — | $3.24万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $3.25万 | 0.01% | 868 | 868 | — | $3.25万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $3.28万 | 0.01% | 30 | 30 | — | $3.28万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $3.30万 | 0.01% | 92 | 92 | — | $3.30万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $3.31万 | 0.01% | 2,115 | 2,115 | — | $3.31万 | 新建仓 |
| MET | METLIFE INC COM | $3.33万 | 0.01% | 471 | 471 | — | $3.33万 | 新建仓 |
| ADC | AGREE RLTY CORP COM | $3.34万 | 0.01% | 443 | 443 | — | $3.34万 | 新建仓 |
| INDA | ISHARES MSCI INDIA ETF | $3.35万 | 0.01% | 714 | 714 | — | $3.35万 | 新建仓 |
| DHI | D R HORTON INC COM | $3.37万 | 0.01% | 246 | 246 | — | $3.37万 | 新建仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $3.38万 | 0.01% | 1,286 | 1,286 | — | $3.38万 | 新建仓 |
| NTAP | NETAPP INC COM | $3.39万 | 0.01% | 331 | 331 | — | $3.39万 | 新建仓 |
| BCPC | BALCHEM CORP COM | $3.39万 | 0.01% | 200 | 200 | — | $3.39万 | 新建仓 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $3.41万 | 0.01% | 622 | 622 | — | $3.41万 | 新建仓 |
| AON | AON PLC SHS CL A | $3.41万 | 0.01% | 106 | 106 | — | $3.41万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM COM | $3.41万 | 0.01% | 252 | 252 | — | $3.41万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL COM | $3.43万 | 0.01% | 504 | 504 | — | $3.43万 | 新建仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $3.43万 | 0.01% | 1,306 | 1,306 | — | $3.43万 | 新建仓 |
| HLN | HALEON PLC SPON ADS | $3.46万 | 0.01% | 3,456 | 3,456 | — | $3.46万 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $3.48万 | 0.01% | 1,458 | 1,458 | — | $3.48万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $3.51万 | 0.01% | 675 | 675 | — | $3.51万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $3.52万 | 0.01% | 323 | 323 | — | $3.52万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP COM | $3.54万 | 0.01% | 1,369 | 1,369 | — | $3.54万 | 新建仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $3.56万 | 0.01% | 510 | 510 | — | $3.56万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $3.59万 | 0.01% | 1,509 | 1,509 | — | $3.59万 | 新建仓 |
| IX | ORIX CORP SPONSORED ADR | $3.60万 | 0.01% | 1,200 | 1,200 | — | $3.60万 | 新建仓 |
| CW | CURTISS WRIGHT CORP COM | $3.61万 | 0.01% | 53 | 53 | — | $3.61万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP COM | $3.61万 | 0.01% | 777 | 777 | — | $3.61万 | 新建仓 |
| B | BARRICK MNG CORP COM SHS | $3.62万 | 0.01% | 887 | 887 | — | $3.62万 | 新建仓 |
| — | FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER | $3.64万 | 0.01% | 1,514 | 1,514 | — | $3.64万 | 新建仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $3.67万 | 0.01% | 384 | 384 | — | $3.67万 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $3.68万 | 0.01% | 199 | 199 | — | $3.68万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $3.68万 | 0.01% | 600 | 600 | — | $3.68万 | 新建仓 |
| PCAR | PACCAR INC COM | $3.71万 | 0.01% | 321 | 321 | — | $3.71万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $3.71万 | 0.01% | 375 | -2,244 | -85.7% | -$22.23万 | 减仓 |
| TGT | TARGET CORP COM | $3.72万 | 0.01% | 307 | 307 | — | $3.72万 | 新建仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $3.72万 | 0.01% | 397 | 397 | — | $3.72万 | 新建仓 |
| FIX | COMFORT SYS USA INC COM | $3.72万 | 0.01% | 27 | 27 | — | $3.72万 | 新建仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $3.76万 | 0.01% | 937 | 937 | — | $3.76万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $3.77万 | 0.01% | 3,347 | 3,347 | — | $3.77万 | 新建仓 |
| ETR | ENTERGY CORP NEW COM | $3.79万 | 0.01% | 337 | 337 | — | $3.79万 | 新建仓 |
| NOK | NOKIA CORP SPONSORED ADR | $3.80万 | 0.01% | 4,721 | 4,721 | — | $3.80万 | 新建仓 |
| VTR | VENTAS INC COM | $3.80万 | 0.01% | 465 | 465 | — | $3.80万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $3.81万 | 0.01% | 476 | 476 | — | $3.81万 | 新建仓 |
| KR | KROGER CO COM | $3.81万 | 0.01% | 527 | 527 | — | $3.81万 | 新建仓 |
| GPZ | VANECK ALTERNATIVE ASSET MANAGER ETF | $3.82万 | 0.01% | 1,778 | 1,778 | — | $3.82万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $3.83万 | 0.01% | 509 | 509 | — | $3.83万 | 新建仓 |
| COHR | COHERENT CORP COM | $3.84万 | 0.01% | 161 | 161 | — | $3.84万 | 新建仓 |
| EMN | EASTMAN CHEM CO COM | $3.85万 | 0.01% | 504 | 504 | — | $3.85万 | 新建仓 |
| CI | THE CIGNA GROUP COM | $3.87万 | 0.01% | 145 | 145 | — | $3.87万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $3.87万 | 0.01% | 133 | 133 | — | $3.87万 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $3.89万 | 0.01% | 847 | 847 | — | $3.89万 | 新建仓 |
| TER | TERADYNE INC COM | $3.91万 | 0.01% | 132 | 132 | — | $3.91万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $3.94万 | 0.01% | 123 | 123 | — | $3.94万 | 新建仓 |
| NRG | NRG ENERGY INC COM NEW | $3.96万 | 0.01% | 271 | 271 | — | $3.96万 | 新建仓 |
| SNY | SANOFI SA SPONSORED ADR | $3.96万 | 0.01% | 822 | 822 | — | $3.96万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $3.97万 | 0.01% | 242 | 242 | — | $3.97万 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $3.98万 | 0.01% | 294 | 294 | — | $3.98万 | 新建仓 |
| IEV | ISHARES EUROPE ETF | $3.99万 | 0.01% | 587 | 587 | — | $3.99万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $4.00万 | 0.01% | 142 | 142 | — | $4.00万 | 新建仓 |
| WAB | WABTEC COM | $4.00万 | 0.01% | 160 | 160 | — | $4.00万 | 新建仓 |
| PHM | PULTE GROUP INC COM | $4.02万 | 0.01% | 342 | 342 | — | $4.02万 | 新建仓 |
| NDAQ | NASDAQ INC COM | $4.03万 | 0.01% | 475 | 475 | — | $4.03万 | 新建仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $4.03万 | 0.01% | 2,154 | 2,154 | — | $4.03万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $4.05万 | 0.01% | 876 | 876 | — | $4.05万 | 新建仓 |
| EOG | EOG RES INC COM | $4.06万 | 0.01% | 281 | 281 | — | $4.06万 | 新建仓 |
| TRGP | TARGA RES CORP COM | $4.07万 | 0.01% | 162 | 162 | — | $4.07万 | 新建仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $4.08万 | 0.01% | 500 | 500 | — | $4.08万 | 新建仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $4.09万 | 0.01% | 843 | 843 | — | $4.09万 | 新建仓 |
| GERN | GERON CORP COM | $4.09万 | 0.01% | 27,444 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $4.13万 | 0.01% | 144 | 144 | — | $4.13万 | 新建仓 |
| HSY | HERSHEY CO COM | $4.14万 | 0.01% | 199 | 199 | — | $4.14万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $4.14万 | 0.01% | 8,238 | 8,238 | — | $4.14万 | 新建仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $4.19万 | 0.01% | 261 | 261 | — | $4.19万 | 新建仓 |
| AMLP | ALERIAN MLP ETF | $4.21万 | 0.01% | 800 | 800 | — | $4.21万 | 新建仓 |