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 |
|---|---|---|---|---|---|---|---|---|
| SRTA | STRATA CRITICAL MEDICAL INC CL A COM | $75 | 0.00% | 18 | 18 | — | $75 | 新建仓 |
| ENTA | ENANTA PHARMACEUTICALS INC COM | $76 | 0.00% | 6 | 6 | — | $76 | 新建仓 |
| TDOC | TELADOC HEALTH INC COM | $76 | 0.00% | 14 | 14 | — | $76 | 新建仓 |
| — | FIRST FNDTN INC COM | $77 | 0.00% | 13 | 13 | — | $77 | 新建仓 |
| LMB | LIMBACH HLDGS INC COM | $78 | 0.00% | 1 | 1 | — | $78 | 新建仓 |
| NN | NEXTNAV INC COMMON STOCK | $80 | 0.00% | 5 | 5 | — | $80 | 新建仓 |
| VERA | VERA THERAPEUTICS INC CL A | $80 | 0.00% | 2 | 2 | — | $80 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $81 | 0.00% | 1 | 1 | — | $81 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $83 | 0.00% | 3 | 3 | — | $83 | 新建仓 |
| CROX | CROCS INC COM | $83 | 0.00% | 1 | 1 | — | $83 | 新建仓 |
| TPB | TURNING PT BRANDS INC COM | $87 | 0.00% | 1 | 1 | — | $87 | 新建仓 |
| IIIV | I3 VERTICALS INC COM CL A | $89 | 0.00% | 4 | 4 | — | $89 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC COM | $89 | 0.00% | 8 | 8 | — | $89 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC COM | $91 | 0.00% | 5 | 5 | — | $91 | 新建仓 |
| OABI | OMNIAB INC COM | $91 | 0.00% | 58 | 58 | — | $91 | 新建仓 |
| PHR | PHREESIA INC COM | $92 | 0.00% | 11 | 11 | — | $92 | 新建仓 |
| ASC | ARDMORE SHIPPING CORP COM | $92 | 0.00% | 6 | 6 | — | $92 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $92 | 0.00% | 8 | 8 | — | $92 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW COM | $94 | 0.00% | 26 | 26 | — | $94 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $94 | 0.00% | 2 | 2 | — | $94 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $95 | 0.00% | 4 | 4 | — | $95 | 新建仓 |
| TCBK | TRICO BANCSHARES COM | $95 | 0.00% | 2 | 2 | — | $95 | 新建仓 |
| ARCB | ARCBEST CORP COM | $98 | 0.00% | 1 | 1 | — | $98 | 新建仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $98 | 0.00% | 4 | 4 | — | $98 | 新建仓 |
| STOK | STOKE THERAPEUTICS INC COM | $98 | 0.00% | 3 | 3 | — | $98 | 新建仓 |
| HLNE | HAMILTON LANE INC CL A | $99 | 0.00% | 1 | 1 | — | $99 | 新建仓 |
| BVS | BIOVENTUS INC COM CL A | $100 | 0.00% | 11 | 11 | — | $100 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $101 | 0.00% | 3 | 3 | — | $101 | 新建仓 |
| — | NATHANS FAMOUS INC COM | $101 | 0.00% | 1 | 1 | — | $101 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC COM | $102 | 0.00% | 7 | 7 | — | $102 | 新建仓 |
| WSBC | WESBANCO INC COM | $103 | 0.00% | 3 | 3 | — | $103 | 新建仓 |
| S | SENTINELONE INC CL A | $103 | 0.00% | 8 | 8 | — | $103 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $104 | 0.00% | 7 | 7 | — | $104 | 新建仓 |
| ESQ | ESQUIRE FINL HLDGS INC COM | $108 | 0.00% | 1 | 1 | — | $108 | 新建仓 |
| TREX | TREX INC COM | $109 | 0.00% | 3 | 3 | — | $109 | 新建仓 |
| AVNT | AVIENT CORPORATION COM | $109 | 0.00% | 3 | 3 | — | $109 | 新建仓 |
| BBWI | BATH & BODY WORKS INC COM | $112 | 0.00% | 6 | 6 | — | $112 | 新建仓 |
| EGY | VAALCO ENERGY INC COM NEW | $114 | 0.00% | 18 | 18 | — | $114 | 新建仓 |
| AGCO | AGCO CORP COM | $116 | 0.00% | 1 | 1 | — | $116 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COM | $116 | 0.00% | 33 | 33 | — | $116 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $118 | 0.00% | 4 | 4 | — | $118 | 新建仓 |
| DCO | DUCOMMUN INC DEL COM | $122 | 0.00% | 1 | 1 | — | $122 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $122 | 0.00% | 14 | 14 | — | $122 | 新建仓 |
| EVH | EVOLENT HEALTH INC CL A | $125 | 0.00% | 55 | 55 | — | $125 | 新建仓 |
| MMS | MAXIMUS INC COM | $128 | 0.00% | 2 | 2 | — | $128 | 新建仓 |
| BF/B | BROWN FORMAN CORP CL B | $132 | 0.00% | 5 | 5 | — | $132 | 新建仓 |
| SOC | SABLE OFFSHORE CORP COM SHS | $132 | 0.00% | 8 | 8 | — | $132 | 新建仓 |
| GPRE | GREEN PLAINS INC COM | $132 | 0.00% | 8 | 8 | — | $132 | 新建仓 |
| MIDD | MIDDLEBY CORP COM | $133 | 0.00% | 1 | 1 | — | $133 | 新建仓 |
| DRS | LEONARDO DRS INC COM | $134 | 0.00% | 3 | 3 | — | $134 | 新建仓 |
| CGON | CG ONCOLOGY INC COM | $135 | 0.00% | 2 | 2 | — | $135 | 新建仓 |
| WRLD | WORLD ACCEP CORPORATION COM | $135 | 0.00% | 1 | 1 | — | $135 | 新建仓 |
| — | BANK FIRST CORPORATION COM | $135 | 0.00% | 1 | 1 | — | $135 | 新建仓 |
| — | MICROVAST HOLDINGS INC COM | $137 | 0.00% | 91 | 91 | — | $137 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC COM | $137 | 0.00% | 10 | 10 | — | $137 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $137 | 0.00% | 19 | 19 | — | $137 | 新建仓 |
| SRCE | 1ST SOURCE CORP COM | $138 | 0.00% | 2 | 2 | — | $138 | 新建仓 |
| — | SPIRE GLOBAL INC COM CL A NEW | $138 | 0.00% | 11 | 11 | — | $138 | 新建仓 |
| PBF | PBF ENERGY INC CL A | $143 | 0.00% | 3 | 3 | — | $143 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $144 | 0.00% | 24 | 24 | — | $144 | 新建仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $147 | 0.00% | 2 | 2 | — | $147 | 新建仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $148 | 0.00% | 1 | 1 | — | $148 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC COM NEW | $151 | 0.00% | 3 | 3 | — | $151 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $152 | 0.00% | 9 | 9 | — | $152 | 新建仓 |
| BHVN | BIOHAVEN LTD COM | $152 | 0.00% | 18 | 18 | — | $152 | 新建仓 |
| CIFR | CIPHER DIGITAL INC COM | $154 | 0.00% | 12 | 12 | — | $154 | 新建仓 |
| APPF | APPFOLIO INC COM CL A | $158 | 0.00% | 1 | 1 | — | $158 | 新建仓 |
| GOLD | GOLD COM INC COM | $160 | 0.00% | 4 | 4 | — | $160 | 新建仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $161 | 0.00% | 10 | 10 | — | $161 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC COM | $161 | 0.00% | 19 | 19 | — | $161 | 新建仓 |
| SVRA | SAVARA INC COM | $164 | 0.00% | 30 | 30 | — | $164 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $165 | 0.00% | 7 | 7 | — | $165 | 新建仓 |
| CPS | COOPER-STANDARD HOLDINGS INC COM | $167 | 0.00% | 6 | 6 | — | $167 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | $169 | 0.00% | 40 | 40 | — | $169 | 新建仓 |
| VSTM | VERASTEM INC COM NEW | $170 | 0.00% | 32 | 32 | — | $170 | 新建仓 |
| UVE | UNIVERSAL INS HLDGS INC COM | $171 | 0.00% | 5 | 5 | — | $171 | 新建仓 |
| QCRH | QCR HLDGS INC COM | $171 | 0.00% | 2 | 2 | — | $171 | 新建仓 |
| AVPT | AVEPOINT INC COM CL A | $171 | 0.00% | 18 | 18 | — | $171 | 新建仓 |
| RIOT | RIOT PLATFORMS INC COM | $173 | 0.00% | 14 | 14 | — | $173 | 新建仓 |
| LEU | CENTRUS ENERGY CORP CL A | $174 | 0.00% | 1 | 1 | — | $174 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $174 | 0.00% | 2 | 2 | — | $174 | 新建仓 |
| OIS | OIL STS INTL INC COM | $175 | 0.00% | 15 | 15 | — | $175 | 新建仓 |
| CNXN | PC CONNECTION INC COM | $175 | 0.00% | 3 | 3 | — | $175 | 新建仓 |
| EBC | EASTERN BANKSHARES INC COM | $176 | 0.00% | 9 | 9 | — | $176 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $176 | 0.00% | 5 | 5 | — | $176 | 新建仓 |
| CECO | CECO ENVIRONMENTAL CORP COM | $179 | 0.00% | 3 | 3 | — | $179 | 新建仓 |
| — | SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF | $182 | 0.00% | 3 | 3 | — | $182 | 新建仓 |
| GCT | GIGACLOUD TECHNOLOGY INC CLASS A ORD | $182 | 0.00% | 4 | 4 | — | $182 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $185 | 0.00% | 2 | 2 | — | $185 | 新建仓 |
| COUR | COURSERA INC COM | $186 | 0.00% | 32 | 32 | — | $186 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $190 | 0.00% | 20 | 20 | — | $190 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $190 | 0.00% | 4 | 4 | — | $190 | 新建仓 |
| RUSHB | RUSH ENTERPRISES INC CL B | $193 | 0.00% | 3 | 3 | — | $193 | 新建仓 |
| ABX | ABACUS GLOBAL MGMT INC CL A | $197 | 0.00% | 25 | 25 | — | $197 | 新建仓 |
| OKLO | OKLO INC COM CL A | $198 | 0.00% | 4 | 4 | — | $198 | 新建仓 |
| PLUG | PLUG PWR INC COM NEW | $201 | 0.00% | 89 | 89 | — | $201 | 新建仓 |
| — | LIBERTY BROADBAND CORP COM SER A | $201 | 0.00% | 4 | 4 | — | $201 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $202 | 0.00% | 3 | 3 | — | $202 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $204 | 0.00% | 2 | 2 | — | $204 | 新建仓 |
| VVX | V2X INC COM | $206 | 0.00% | 3 | 3 | — | $206 | 新建仓 |