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
GPRE GREEN PLAINS INC COM $00.00%0 -8-100.0% -$132 清仓
SOC SABLE OFFSHORE CORP COM SHS $00.00%0 -8-100.0% -$132 清仓
BF/B BROWN FORMAN CORP CL B $00.00%0 -5-100.0% -$132 清仓
MMS MAXIMUS INC COM $00.00%0 -2-100.0% -$128 清仓
EVH EVOLENT HEALTH INC CL A $00.00%0 -55-100.0% -$125 清仓
CLF CLEVELAND-CLIFFS INC NEW COM $00.00%0 -14-100.0% -$122 清仓
DCO DUCOMMUN INC DEL COM $00.00%0 -1-100.0% -$122 清仓
FFIN FIRST FINL BANKSHARES INC COM $00.00%0 -4-100.0% -$118 清仓
AGCO AGCO CORP COM $00.00%0 -1-100.0% -$116 清仓
IOVA IOVANCE BIOTHERAPEUTICS INC COM $00.00%0 -33-100.0% -$116 清仓
EGY VAALCO ENERGY INC COM NEW $00.00%0 -18-100.0% -$114 清仓
BBWI BATH & BODY WORKS INC COM $00.00%0 -6-100.0% -$112 清仓
AVNT AVIENT CORPORATION COM $00.00%0 -3-100.0% -$109 清仓
TREX TREX INC COM $00.00%0 -3-100.0% -$109 清仓
ESQ ESQUIRE FINL HLDGS INC COM $00.00%0 -1-100.0% -$108 清仓
IRT INDEPENDENCE RLTY TR INC COM $00.00%0 -7-100.0% -$104 清仓
S SENTINELONE INC CL A $00.00%0 -8-100.0% -$103 清仓
WSBC WESBANCO INC COM $00.00%0 -3-100.0% -$103 清仓
CRVS CORVUS PHARMACEUTICALS INC COM $00.00%0 -7-100.0% -$102 清仓
RYAN RYAN SPECIALTY HOLDINGS INC CL A $00.00%0 -3-100.0% -$101 清仓
— NATHANS FAMOUS INC COM $00.00%0 -1-100.0% -$101 清仓
BVS BIOVENTUS INC COM CL A $00.00%0 -11-100.0% -$100 清仓
HLNE HAMILTON LANE INC CL A $00.00%0 -1-100.0% -$99 清仓
STOK STOKE THERAPEUTICS INC COM $00.00%0 -3-100.0% -$98 清仓
CSTM CONSTELLIUM SE CL A SHS $00.00%0 -4-100.0% -$98 清仓
ARCB ARCBEST CORP COM $00.00%0 -1-100.0% -$98 清仓
BEAM BEAM THERAPEUTICS INC COM $00.00%0 -4-100.0% -$95 清仓
TCBK TRICO BANCSHARES COM $00.00%0 -2-100.0% -$95 清仓
BATRA ATLANTA BRAVES HLDGS INC COM SER A $00.00%0 -2-100.0% -$94 清仓
TMQ TRILOGY METALS INC NEW COM $00.00%0 -26-100.0% -$94 清仓
ASC ARDMORE SHIPPING CORP COM $00.00%0 -6-100.0% -$92 清仓
COLD AMERICOLD REALTY TRUST INC COM $00.00%0 -8-100.0% -$92 清仓
PHR PHREESIA INC COM $00.00%0 -11-100.0% -$92 清仓
OABI OMNIAB INC COM $00.00%0 -58-100.0% -$91 清仓
BNL BROADSTONE NET LEASE INC COM $00.00%0 -5-100.0% -$91 清仓
RYAM RAYONIER ADVANCED MATLS INC COM $00.00%0 -8-100.0% -$89 清仓
IIIV I3 VERTICALS INC COM CL A $00.00%0 -4-100.0% -$89 清仓
TPB TURNING PT BRANDS INC COM $00.00%0 -1-100.0% -$87 清仓
CROX CROCS INC COM $00.00%0 -1-100.0% -$83 清仓
IRDM IRIDIUM COMMUNICATIONS INC COM $00.00%0 -3-100.0% -$83 清仓
NHI NATIONAL HEALTH INVS INC COM $00.00%0 -1-100.0% -$81 清仓
VERA VERA THERAPEUTICS INC CL A $00.00%0 -2-100.0% -$80 清仓
NN NEXTNAV INC COMMON STOCK $00.00%0 -5-100.0% -$80 清仓
LMB LIMBACH HLDGS INC COM $00.00%0 -1-100.0% -$78 清仓
— FIRST FNDTN INC COM $00.00%0 -13-100.0% -$77 清仓
ENTA ENANTA PHARMACEUTICALS INC COM $00.00%0 -6-100.0% -$76 清仓
TDOC TELADOC HEALTH INC COM $00.00%0 -14-100.0% -$76 清仓
SRTA STRATA CRITICAL MEDICAL INC CL A COM $00.00%0 -18-100.0% -$75 清仓
IMVT IMMUNOVANT INC COM $00.00%0 -3-100.0% -$75 清仓
STNG SCORPIO TANKERS INC SHS $00.00%0 -1-100.0% -$75 清仓
TNK TEEKAY TANKERS LTD CL A $00.00%0 -1-100.0% -$73 清仓
TRNS TRANSCAT INC COM $00.00%0 -1-100.0% -$73 清仓
DRUG BRIGHT MINDS BIOSCIENCES INC COM NEW $00.00%0 -1-100.0% -$73 清仓
— AMPLIFY DIGITAL PAYMENTS ETF $00.00%0 -2-100.0% -$70 清仓
TARS TARSUS PHARMACEUTICALS INC COM $00.00%0 -1-100.0% -$70 清仓
LOB LIVE OAK BANCSHARES INC COM $00.00%0 -2-100.0% -$66 清仓
LINE LINEAGE INC COM $00.00%0 -2-100.0% -$66 清仓
SXC SUNCOKE ENERGY INC COM $00.00%0 -10-100.0% -$65 清仓
ICFI ICF INTL INC COM $00.00%0 -1-100.0% -$65 清仓
WGS GENEDX HOLDINGS CORP COM CL A $00.00%0 -1-100.0% -$64 清仓
IRON DISC MEDICINE INC COM $00.00%0 -1-100.0% -$64 清仓
ACHR ARCHER AVIATION INC COM CL A $00.00%0 -12-100.0% -$62 清仓
GRC GORMAN RUPP CO COM $00.00%0 -1-100.0% -$62 清仓
BHRB BURKE HERBERT FINL SVCS CORP COM $00.00%0 -1-100.0% -$62 清仓
KELYA KELLY SVCS INC CL A $00.00%0 -7-100.0% -$62 清仓
— FIRST TRUST CONSUMER STAPLES ALPHADEX FUND $00.00%0 -1-100.0% -$60 清仓
WK WORKIVA INC COM CL A $00.00%0 -1-100.0% -$60 清仓
TFIN TRIUMPH FINANCIAL INC COM $00.00%0 -1-100.0% -$60 清仓
WULF TERAWULF INC COM $00.00%0 -4-100.0% -$58 清仓
— GAMESTOP CORP NEW WT EXP 103026 $00.00%0 -15-100.0% -$58 清仓
LION LIONSGATE STUDIOS CORP COM $00.00%0 -6-100.0% -$58 清仓
XP XP INC CL A $00.00%0 -3-100.0% -$57 清仓
NVAX NOVAVAX INC COM NEW $00.00%0 -7-100.0% -$57 清仓
EFSC ENTERPRISE FINL SVCS CORP COM $00.00%0 -1-100.0% -$54 清仓
ASTE ASTEC INDS INC COM $00.00%0 -1-100.0% -$54 清仓
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF $00.00%0 -1-100.0% -$53 清仓
INDI INDIE SEMICONDUCTOR INC CLASS A COM $00.00%0 -16-100.0% -$52 清仓
GRAL GRAIL INC COM $00.00%0 -1-100.0% -$52 清仓
SPT SPROUT SOCIAL INC COM CL A $00.00%0 -9-100.0% -$51 清仓
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF $00.00%0 -1-100.0% -$51 清仓
— THERMON GROUP HLDGS INC COM $00.00%0 -1-100.0% -$50 清仓
RZLV REZOLVE AI PLC ORD SHS $00.00%0 -19-100.0% -$49 清仓
ANGI ANGI INC CL A NEW $00.00%0 -7-100.0% -$48 清仓
CSV CARRIAGE SVCS INC COM $00.00%0 -1-100.0% -$46 清仓
ADT ADT INC DEL COM $00.00%0 -7-100.0% -$46 清仓
AVNW AVIAT NETWORKS INC COM NEW $00.00%0 -2-100.0% -$45 清仓
EQBK EQUITY BANCSHARES INC COM CL A $00.00%0 -1-100.0% -$44 清仓
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF $00.00%0 -1-100.0% -$43 清仓
TNGX TANGO THERAPEUTICS INC COM $00.00%0 -2-100.0% -$42 清仓
PLOW DOUGLAS DYNAMICS INC COM $00.00%0 -1-100.0% -$42 清仓
RGNX REGENXBIO INC COM $00.00%0 -5-100.0% -$42 清仓
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT $00.00%0 -7-100.0% -$40 清仓
HGV HILTON GRAND VACATIONS INC COM $00.00%0 -1-100.0% -$39 清仓
INOD INNODATA INC COM NEW $00.00%0 -1-100.0% -$39 清仓
FRME FIRST MERCHANTS CORP COM $00.00%0 -1-100.0% -$39 清仓
TCBX THIRD COAST BANCSHARES INC COM $00.00%0 -1-100.0% -$38 清仓
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $00.00%0 -3-100.0% -$37 清仓
GTX GARRETT MOTION INC COM $00.00%0 -2-100.0% -$36 清仓
WVE WAVE LIFE SCIENCES LTD SHS $00.00%0 -5-100.0% -$36 清仓
TNET TRINET GROUP INC COM $00.00%0 -1-100.0% -$36 清仓