TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$522 | 清仓 |
| FBK | FB FINL CORP COM | $0 | 0.00% | 0 | -10 | -100.0% | -$519 | 清仓 |
| WEN | WENDYS CO COM | $0 | 0.00% | 0 | -74 | -100.0% | -$514 | 清仓 |
| MTN | VAIL RESORTS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$513 | 清仓 |
| UAA | UNDER ARMOUR INC CL A | $0 | 0.00% | 0 | -86 | -100.0% | -$508 | 清仓 |
| LIVN | LIVANOVA PLC SHS | $0 | 0.00% | 0 | -8 | -100.0% | -$508 | 清仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $0 | 0.00% | 0 | -5 | -100.0% | -$507 | 清仓 |
| MORN | MORNINGSTAR INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$507 | 清仓 |
| GNTX | GENTEX CORP COM | $0 | 0.00% | 0 | -23 | -100.0% | -$503 | 清仓 |
| PRCH | PORCH GROUP INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$502 | 清仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$502 | 清仓 |
| ZYME | ZYMEWORKS INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$501 | 清仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$501 | 清仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$500 | 清仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $0 | 0.00% | 0 | -2 | -100.0% | -$494 | 清仓 |
| NTNX | NUTANIX INC CL A | $0 | 0.00% | 0 | -13 | -100.0% | -$494 | 清仓 |
| PEB | PEBBLEBROOK HOTEL TR COM | $0 | 0.00% | 0 | -38 | -100.0% | -$480 | 清仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$473 | 清仓 |
| IE | IVANHOE ELECTRIC INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$473 | 清仓 |
| ALX | ALEXANDERS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$472 | 清仓 |
| WLK | WESTLAKE CORPORATION COM | $0 | 0.00% | 0 | -4 | -100.0% | -$467 | 清仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $0 | 0.00% | 0 | -10 | -100.0% | -$464 | 清仓 |
| PSNL | PERSONALIS INC COM | $0 | 0.00% | 0 | -72 | -100.0% | -$459 | 清仓 |
| CABO | CABLE ONE INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$456 | 清仓 |
| ENVX | ENOVIX CORPORATION COM | $0 | 0.00% | 0 | -88 | -100.0% | -$456 | 清仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$449 | 清仓 |
| RXO | RXO INC COMMON STOCK | $0 | 0.00% | 0 | -30 | -100.0% | -$439 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $0 | 0.00% | 0 | -5 | -100.0% | -$437 | 清仓 |
| ITIC | INVESTORS TITLE CO NC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$435 | 清仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$435 | 清仓 |
| OMER | OMEROS CORP COM | $0 | 0.00% | 0 | -41 | -100.0% | -$433 | 清仓 |
| ACMR | ACM RESH INC COM CL A | $0 | 0.00% | 0 | -11 | -100.0% | -$433 | 清仓 |
| PMT | PENNYMAC MTG INVT TR COM | $0 | 0.00% | 0 | -37 | -100.0% | -$431 | 清仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $0 | 0.00% | 0 | -12 | -100.0% | -$426 | 清仓 |
| SN | SHARKNINJA INC COM SHS | $0 | 0.00% | 0 | -4 | -100.0% | -$424 | 清仓 |
| KURA | KURA ONCOLOGY INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$423 | 清仓 |
| — | PROASSURANCE CORP COM | $0 | 0.00% | 0 | -17 | -100.0% | -$420 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -32 | -100.0% | -$420 | 清仓 |
| MSEX | MIDDLESEX WTR CO COM | $0 | 0.00% | 0 | -8 | -100.0% | -$416 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $0 | 0.00% | 0 | -47 | -100.0% | -$412 | 清仓 |
| AMRC | AMERESCO INC CL A | $0 | 0.00% | 0 | -16 | -100.0% | -$408 | 清仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$408 | 清仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$408 | 清仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $0 | 0.00% | 0 | -49 | -100.0% | -$405 | 清仓 |
| MBWM | MERCANTILE BK CORP COM | $0 | 0.00% | 0 | -8 | -100.0% | -$404 | 清仓 |
| CPB | THE CAMPBELLS COMPANY COM | $0 | 0.00% | 0 | -18 | -100.0% | -$401 | 清仓 |
| MHK | MOHAWK INDS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$394 | 清仓 |
| ENR | ENERGIZER HLDGS INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$394 | 清仓 |
| — | ENVIRI CORP COM | $0 | 0.00% | 0 | -20 | -100.0% | -$392 | 清仓 |
| PAGS | PAGSEGURO DIGITAL LTD COM CL A | $0 | 0.00% | 0 | -39 | -100.0% | -$391 | 清仓 |
| XHR | XENIA HOTELS & RESORTS INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$386 | 清仓 |
| — | NEKTAR THERAPEUTICS COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$384 | 清仓 |
| — | MISTER CAR WASH INC COM | $0 | 0.00% | 0 | -55 | -100.0% | -$383 | 清仓 |
| HURN | HURON CONSULTING GROUP INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$382 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $0 | 0.00% | 0 | -31 | -100.0% | -$380 | 清仓 |
| ANGO | ANGIODYNAMICS INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$375 | 清仓 |
| ADUS | ADDUS HOMECARE CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$375 | 清仓 |
| DCH | DAUCH CORP COM | $0 | 0.00% | 0 | -63 | -100.0% | -$374 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $0 | 0.00% | 0 | -21 | -100.0% | -$370 | 清仓 |
| STLN | THE ONCOLOGY INSTITUTE INC COM | $0 | 0.00% | 0 | -118 | -100.0% | -$362 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$360 | 清仓 |
| PVH | PVH CORPORATION COM | $0 | 0.00% | 0 | -5 | -100.0% | -$349 | 清仓 |
| TALO | TALOS ENERGY INC COM | $0 | 0.00% | 0 | -22 | -100.0% | -$347 | 清仓 |
| LTM | LATAM AIRLINES GROUP SA SPONSORED ADR | $0 | 0.00% | 0 | -7 | -100.0% | -$346 | 清仓 |
| TRVI | TREVI THERAPEUTICS INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$346 | 清仓 |
| MGNI | MAGNITE INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$345 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$344 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC COM NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$344 | 清仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$333 | 清仓 |
| KYMR | KYMERA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$333 | 清仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $0 | 0.00% | 0 | -10 | -100.0% | -$326 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$326 | 清仓 |
| GLNG | GOLAR LNG LTD SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$325 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$325 | 清仓 |
| NEXT | NEXTDECADE CORP COM | $0 | 0.00% | 0 | -42 | -100.0% | -$322 | 清仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $0 | 0.00% | 0 | -249 | -100.0% | -$321 | 清仓 |
| DX | DYNEX CAP INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$319 | 清仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER COM NEW | $0 | 0.00% | 0 | -22 | -100.0% | -$315 | 清仓 |
| BFLY | BUTTERFLY NETWORK INC COM CL A | $0 | 0.00% | 0 | -78 | -100.0% | -$315 | 清仓 |
| SMP | STANDARD MTR PRODS INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$313 | 清仓 |
| LFST | LIFESTANCE HEALTH GROUP INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$312 | 清仓 |
| BROS | DUTCH BROS INC CL A | $0 | 0.00% | 0 | -6 | -100.0% | -$304 | 清仓 |
| COTY | COTY INC COM CL A | $0 | 0.00% | 0 | -150 | -100.0% | -$302 | 清仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $0 | 0.00% | 0 | -8 | -100.0% | -$302 | 清仓 |
| SENEA | SENECA FOODS CORP NEW CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$302 | 清仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $0 | 0.00% | 0 | -73 | -100.0% | -$301 | 清仓 |
| NMRK | NEWMARK GROUP INC CL A | $0 | 0.00% | 0 | -20 | -100.0% | -$300 | 清仓 |
| NIC | NICOLET BANKSHARES INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$297 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$291 | 清仓 |
| ORC | ORCHID IS CAP INC COM NEW | $0 | 0.00% | 0 | -41 | -100.0% | -$288 | 清仓 |
| — | HERITAGE COMM CORP COM | $0 | 0.00% | 0 | -23 | -100.0% | -$287 | 清仓 |
| RGR | STURM RUGER & CO INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$281 | 清仓 |
| BSY | BENTLEY SYS INC COM CL B | $0 | 0.00% | 0 | -8 | -100.0% | -$281 | 清仓 |
| CMP | COMPASS MINERALS INTL INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$280 | 清仓 |
| RH | RH COM | $0 | 0.00% | 0 | -2 | -100.0% | -$280 | 清仓 |
| DEC | DIVERSIFIED ENERGY CO COMMON STOCK | $0 | 0.00% | 0 | -16 | -100.0% | -$279 | 清仓 |
| ANAB | ANAPTYSBIO INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$277 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $0 | 0.00% | 0 | -12 | -100.0% | -$277 | 清仓 |
| NPK | NATIONAL PRESTO INDS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$274 | 清仓 |
| HEI | HEICO CORP NEW COM | $0 | 0.00% | 0 | -1 | -100.0% | -$274 | 清仓 |