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
BCO BRINKS CO COM $2070.00%2 2— $207 新建仓
ABSI ABSCI CORPORATION COM $2070.00%69 69— $207 新建仓
NVCR NOVOCURE LTD ORD SHS $2070.00%19 19— $207 新建仓
PACB PACIFIC BIOSCIENCES CALIF INC COM $2090.00%158 158— $209 新建仓
HEI/A HEICO CORP NEW CL A $2110.00%1 1— $211 新建仓
WRBY WARBY PARKER INC CL A COM $2110.00%10 10— $211 新建仓
— TERNS PHARMACEUTICALS INC COM $2110.00%4 4— $211 新建仓
LAZ LAZARD INC COM $2120.00%5 5— $212 新建仓
BLND BLEND LABS INC CL A $2130.00%125 125— $213 新建仓
CRBG COREBRIDGE FINL INC COM $2150.00%9 9— $215 新建仓
ROG ROGERS CORP COM $2150.00%2 2— $215 新建仓
— DIGITALBRIDGE GROUP INC CL A NEW $2160.00%14 14— $216 新建仓
RUM RUMBLE INC COM CL A $2190.00%43 43— $219 新建仓
YETI YETI HLDGS INC COM $2200.00%6 6— $220 新建仓
NBN NORTHEAST BK PORTLAND ME COM $2250.00%2 2— $225 新建仓
CMCL CALEDONIA MNG CORP SHS NEW $2260.00%10 10— $226 新建仓
SMMT SUMMIT THERAPEUTICS INC COM $2280.00%12 12— $228 新建仓
CELC CELCUITY INC COM $2280.00%2 2— $228 新建仓
— ARCELLX INC COMMON STOCK $2300.00%2 2— $230 新建仓
WLDN WILLDAN GROUP INC COM $2300.00%3 3— $230 新建仓
DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT $2320.00%35 35— $232 新建仓
FATE FATE THERAPEUTICS INC COM $2400.00%200 200— $240 新建仓
LUNR INTUITIVE MACHINES INC CLASS A COM $2410.00%13 13— $241 新建仓
PENG PENGUIN SOLUTIONS INC COM $2460.00%14 14— $246 新建仓
GEVO GEVO INC COM PAR $2460.00%90 90— $246 新建仓
— SANGAMO THERAPEUTICS INC COM $2470.00%1,000 1,000— $247 新建仓
MCB METROPOLITAN BK HLDG CORP COM $2500.00%3 3— $250 新建仓
— LIBERTY BROADBAND CORP COM SER C $2520.00%5 5— $252 新建仓
OSW ONESPAWORLD HOLDINGS LIMITED COM $2520.00%11 11— $252 新建仓
— CRINETICS PHARMACEUTICALS INC COM $2540.00%7 7— $254 新建仓
DYN DYNE THERAPEUTICS INC COM $2540.00%14 14— $254 新建仓
ACM AECOM COM $2540.00%3 3— $254 新建仓
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $2550.00%3 3— $255 新建仓
BOKF BOK FINL CORP COM NEW $2560.00%2 2— $256 新建仓
NBR NABORS INDUSTRIES LTD SHS $2580.00%3 3— $258 新建仓
HCSG HEALTHCARE SVCS GROUP INC COM $2600.00%14 14— $260 新建仓
USLM UNITED STS LIME & MINERALS INC COM $2610.00%2 2— $261 新建仓
JBLU JETBLUE AIRWAYS CORP COM $2610.00%59 59— $261 新建仓
APLD APPLIED DIGITAL CORP COM NEW $2610.00%11 11— $261 新建仓
NTB BANK OF N T BUTTERFIELD & SON SHS NEW $2620.00%5 5— $262 新建仓
GAP GAP INC COM $2660.00%11 11— $266 新建仓
SITE SITEONE LANDSCAPE SUPPLY INC COM $2660.00%2 2— $266 新建仓
TYRA TYRA BIOSCIENCES INC COM $2680.00%7 7— $268 新建仓
BBAI BIGBEAR AI HLDGS INC COM $2680.00%76 76— $268 新建仓
CERT CERTARA INC COM $2680.00%47 47— $268 新建仓
CBL CBL & ASSOC PPTYS INC COMMON STOCK $2690.00%7 7— $269 新建仓
RDDT REDDIT INC CL A $2690.00%2 2— $269 新建仓
VC VISTEON CORP COM NEW $2730.00%3 3— $273 新建仓
HEI HEICO CORP NEW COM $2740.00%1 1— $274 新建仓
NPK NATIONAL PRESTO INDS INC COM $2740.00%2 2— $274 新建仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $2770.00%12 12— $277 新建仓
ANAB ANAPTYSBIO INC COM $2770.00%5 5— $277 新建仓
DEC DIVERSIFIED ENERGY CO COMMON STOCK $2790.00%16 16— $279 新建仓
RH RH COM $2800.00%2 2— $280 新建仓
CMP COMPASS MINERALS INTL INC COM $2800.00%12 12— $280 新建仓
RGR STURM RUGER & CO INC COM $2810.00%7 7— $281 新建仓
BSY BENTLEY SYS INC COM CL B $2810.00%8 8— $281 新建仓
— HERITAGE COMM CORP COM $2870.00%23 23— $287 新建仓
ORC ORCHID IS CAP INC COM NEW $2880.00%41 41— $288 新建仓
FULC FULCRUM THERAPEUTICS INC COM $2910.00%38 38— $291 新建仓
NIC NICOLET BANKSHARES INC COM $2970.00%2 2— $297 新建仓
NMRK NEWMARK GROUP INC CL A $3000.00%20 20— $300 新建仓
AUR AURORA INNOVATION INC CLASS A COM $3010.00%73 73— $301 新建仓
SENEA SENECA FOODS CORP NEW CL A $3020.00%2 2— $302 新建仓
LQDA LIQUIDIA CORPORATION COM NEW $3020.00%8 8— $302 新建仓
COTY COTY INC COM CL A $3020.00%150 150— $302 新建仓
BROS DUTCH BROS INC CL A $3040.00%6 6— $304 新建仓
LFST LIFESTANCE HEALTH GROUP INC COM $3120.00%49 49— $312 新建仓
SMP STANDARD MTR PRODS INC COM $3130.00%9 9— $313 新建仓
BFLY BUTTERFLY NETWORK INC COM CL A $3150.00%78 78— $315 新建仓
HAPN LENDINGCLUB ISSUANCE TR SER COM NEW $3150.00%22 22— $315 新建仓
DX DYNEX CAP INC COM $3190.00%25 25— $319 新建仓
XRX XEROX HOLDINGS CORP COM NEW $3210.00%249 249— $321 新建仓
NEXT NEXTDECADE CORP COM $3220.00%42 42— $322 新建仓
GLNG GOLAR LNG LTD SHS $3250.00%6 6— $325 新建仓
VKTX VIKING THERAPEUTICS INC COM $3250.00%10 10— $325 新建仓
IREN IREN LIMITED ORDINARY SHARES $3260.00%10 10— $326 新建仓
SRPT SAREPTA THERAPEUTICS INC COM $3260.00%15 15— $326 新建仓
HOV HOVNANIAN ENTERPRISES INC CL A NEW $3330.00%3 3— $333 新建仓
KYMR KYMERA THERAPEUTICS INC COM $3330.00%4 4— $333 新建仓
AAL AMERICAN AIRLINES GROUP INC COM $3440.00%32 32— $344 新建仓
— DIAMOND HILL INVT GROUP INC COM NEW $3440.00%2 2— $344 新建仓
MGNI MAGNITE INC COM $3450.00%29 29— $345 新建仓
TRVI TREVI THERAPEUTICS INC COM $3460.00%29 29— $346 新建仓
LTM LATAM AIRLINES GROUP SA SPONSORED ADR $3460.00%7 7— $346 新建仓
TALO TALOS ENERGY INC COM $3470.00%22 22— $347 新建仓
PVH PVH CORPORATION COM $3490.00%5 5— $349 新建仓
BTC GRAYSCALE BITCOIN MINI TRUST ETF $3600.00%12 12— $360 新建仓
STLN THE ONCOLOGY INSTITUTE INC COM $3620.00%118 118— $362 新建仓
CPRI CAPRI HOLDINGS LIMITED SHS $3700.00%21 21— $370 新建仓
DCH DAUCH CORP COM $3740.00%63 63— $374 新建仓
ADUS ADDUS HOMECARE CORP COM $3750.00%4 4— $375 新建仓
ANGO ANGIODYNAMICS INC COM $3750.00%33 33— $375 新建仓
CWK CUSHMAN AND WAKEFIELD LTD COMMON SHARES $3800.00%31 31— $380 新建仓
HURN HURON CONSULTING GROUP INC COM $3820.00%3 3— $382 新建仓
— MISTER CAR WASH INC COM $3830.00%55 55— $383 新建仓
— NEKTAR THERAPEUTICS COM NEW $3840.00%5 5— $384 新建仓
XHR XENIA HOTELS & RESORTS INC COM $3860.00%26 26— $386 新建仓
PAGS PAGSEGURO DIGITAL LTD COM CL A $3910.00%39 39— $391 新建仓
— ENVIRI CORP COM $3920.00%20 20— $392 新建仓