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
SRTA STRATA CRITICAL MEDICAL INC CL A COM $750.00%18 18— $75 新建仓
ENTA ENANTA PHARMACEUTICALS INC COM $760.00%6 6— $76 新建仓
TDOC TELADOC HEALTH INC COM $760.00%14 14— $76 新建仓
— FIRST FNDTN INC COM $770.00%13 13— $77 新建仓
LMB LIMBACH HLDGS INC COM $780.00%1 1— $78 新建仓
NN NEXTNAV INC COMMON STOCK $800.00%5 5— $80 新建仓
VERA VERA THERAPEUTICS INC CL A $800.00%2 2— $80 新建仓
NHI NATIONAL HEALTH INVS INC COM $810.00%1 1— $81 新建仓
IRDM IRIDIUM COMMUNICATIONS INC COM $830.00%3 3— $83 新建仓
CROX CROCS INC COM $830.00%1 1— $83 新建仓
TPB TURNING PT BRANDS INC COM $870.00%1 1— $87 新建仓
IIIV I3 VERTICALS INC COM CL A $890.00%4 4— $89 新建仓
RYAM RAYONIER ADVANCED MATLS INC COM $890.00%8 8— $89 新建仓
BNL BROADSTONE NET LEASE INC COM $910.00%5 5— $91 新建仓
OABI OMNIAB INC COM $910.00%58 58— $91 新建仓
PHR PHREESIA INC COM $920.00%11 11— $92 新建仓
ASC ARDMORE SHIPPING CORP COM $920.00%6 6— $92 新建仓
COLD AMERICOLD REALTY TRUST INC COM $920.00%8 8— $92 新建仓
TMQ TRILOGY METALS INC NEW COM $940.00%26 26— $94 新建仓
BATRA ATLANTA BRAVES HLDGS INC COM SER A $940.00%2 2— $94 新建仓
BEAM BEAM THERAPEUTICS INC COM $950.00%4 4— $95 新建仓
TCBK TRICO BANCSHARES COM $950.00%2 2— $95 新建仓
ARCB ARCBEST CORP COM $980.00%1 1— $98 新建仓
CSTM CONSTELLIUM SE CL A SHS $980.00%4 4— $98 新建仓
STOK STOKE THERAPEUTICS INC COM $980.00%3 3— $98 新建仓
HLNE HAMILTON LANE INC CL A $990.00%1 1— $99 新建仓
BVS BIOVENTUS INC COM CL A $1000.00%11 11— $100 新建仓
RYAN RYAN SPECIALTY HOLDINGS INC CL A $1010.00%3 3— $101 新建仓
— NATHANS FAMOUS INC COM $1010.00%1 1— $101 新建仓
CRVS CORVUS PHARMACEUTICALS INC COM $1020.00%7 7— $102 新建仓
WSBC WESBANCO INC COM $1030.00%3 3— $103 新建仓
S SENTINELONE INC CL A $1030.00%8 8— $103 新建仓
IRT INDEPENDENCE RLTY TR INC COM $1040.00%7 7— $104 新建仓
ESQ ESQUIRE FINL HLDGS INC COM $1080.00%1 1— $108 新建仓
TREX TREX INC COM $1090.00%3 3— $109 新建仓
AVNT AVIENT CORPORATION COM $1090.00%3 3— $109 新建仓
BBWI BATH & BODY WORKS INC COM $1120.00%6 6— $112 新建仓
EGY VAALCO ENERGY INC COM NEW $1140.00%18 18— $114 新建仓
AGCO AGCO CORP COM $1160.00%1 1— $116 新建仓
IOVA IOVANCE BIOTHERAPEUTICS INC COM $1160.00%33 33— $116 新建仓
FFIN FIRST FINL BANKSHARES INC COM $1180.00%4 4— $118 新建仓
DCO DUCOMMUN INC DEL COM $1220.00%1 1— $122 新建仓
CLF CLEVELAND-CLIFFS INC NEW COM $1220.00%14 14— $122 新建仓
EVH EVOLENT HEALTH INC CL A $1250.00%55 55— $125 新建仓
MMS MAXIMUS INC COM $1280.00%2 2— $128 新建仓
BF/B BROWN FORMAN CORP CL B $1320.00%5 5— $132 新建仓
SOC SABLE OFFSHORE CORP COM SHS $1320.00%8 8— $132 新建仓
GPRE GREEN PLAINS INC COM $1320.00%8 8— $132 新建仓
MIDD MIDDLEBY CORP COM $1330.00%1 1— $133 新建仓
DRS LEONARDO DRS INC COM $1340.00%3 3— $134 新建仓
CGON CG ONCOLOGY INC COM $1350.00%2 2— $135 新建仓
WRLD WORLD ACCEP CORPORATION COM $1350.00%1 1— $135 新建仓
— BANK FIRST CORPORATION COM $1350.00%1 1— $135 新建仓
— MICROVAST HOLDINGS INC COM $1370.00%91 91— $137 新建仓
BKD BROOKDALE SR LIVING INC COM $1370.00%10 10— $137 新建仓
ARRY ARRAY TECHNOLOGIES INC COM SHS $1370.00%19 19— $137 新建仓
SRCE 1ST SOURCE CORP COM $1380.00%2 2— $138 新建仓
— SPIRE GLOBAL INC COM CL A NEW $1380.00%11 11— $138 新建仓
PBF PBF ENERGY INC CL A $1430.00%3 3— $143 新建仓
CCC CCC INTELLIGENT SOLUTIONS HLD COM $1440.00%24 24— $144 新建仓
VIK VIKING HOLDINGS LTD ORD SHS $1470.00%2 2— $147 新建仓
AGM FEDERAL AGRIC MTG CORP CL C $1480.00%1 1— $148 新建仓
SYRE SPYRE THERAPEUTICS INC COM NEW $1510.00%3 3— $151 新建仓
AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK $1520.00%9 9— $152 新建仓
BHVN BIOHAVEN LTD COM $1520.00%18 18— $152 新建仓
CIFR CIPHER DIGITAL INC COM $1540.00%12 12— $154 新建仓
APPF APPFOLIO INC COM CL A $1580.00%1 1— $158 新建仓
GOLD GOLD COM INC COM $1600.00%4 4— $160 新建仓
BRBR BELLRING BRANDS INC COMMON STOCK $1610.00%10 10— $161 新建仓
OCUL OCULAR THERAPEUTIX INC COM $1610.00%19 19— $161 新建仓
SVRA SAVARA INC COM $1640.00%30 30— $164 新建仓
ARQT ARCUTIS BIOTHERAPEUTICS INC COM $1650.00%7 7— $165 新建仓
CPS COOPER-STANDARD HOLDINGS INC COM $1670.00%6 6— $167 新建仓
SLS SELLAS LIFE SCIENCES GROUP INC COM NEW $1690.00%40 40— $169 新建仓
VSTM VERASTEM INC COM NEW $1700.00%32 32— $170 新建仓
UVE UNIVERSAL INS HLDGS INC COM $1710.00%5 5— $171 新建仓
QCRH QCR HLDGS INC COM $1710.00%2 2— $171 新建仓
AVPT AVEPOINT INC COM CL A $1710.00%18 18— $171 新建仓
RIOT RIOT PLATFORMS INC COM $1730.00%14 14— $173 新建仓
LEU CENTRUS ENERGY CORP CL A $1740.00%1 1— $174 新建仓
SWX SOUTHWEST GAS HLDGS INC COM $1740.00%2 2— $174 新建仓
OIS OIL STS INTL INC COM $1750.00%15 15— $175 新建仓
CNXN PC CONNECTION INC COM $1750.00%3 3— $175 新建仓
EBC EASTERN BANKSHARES INC COM $1760.00%9 9— $176 新建仓
ST SENSATA TECHNOLOGIES HLDG PLC SHS $1760.00%5 5— $176 新建仓
CECO CECO ENVIRONMENTAL CORP COM $1790.00%3 3— $179 新建仓
— SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF $1820.00%3 3— $182 新建仓
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD $1820.00%4 4— $182 新建仓
MIRM MIRUM PHARMACEUTICALS INC COM $1850.00%2 2— $185 新建仓
COUR COURSERA INC COM $1860.00%32 32— $186 新建仓
BCRX BIOCRYST PHARMACEUTICALS INC COM $1900.00%20 20— $190 新建仓
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $1900.00%4 4— $190 新建仓
RUSHB RUSH ENTERPRISES INC CL B $1930.00%3 3— $193 新建仓
ABX ABACUS GLOBAL MGMT INC CL A $1970.00%25 25— $197 新建仓
OKLO OKLO INC COM CL A $1980.00%4 4— $198 新建仓
PLUG PLUG PWR INC COM NEW $2010.00%89 89— $201 新建仓
— LIBERTY BROADBAND CORP COM SER A $2010.00%4 4— $201 新建仓
IBOC INTERNATIONAL BANCSHARES CORP COM $2020.00%3 3— $202 新建仓
FLUT FLUTTER ENTMT PLC SHS $2040.00%2 2— $204 新建仓
VVX V2X INC COM $2060.00%3 3— $206 新建仓