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 |
|---|---|---|---|---|---|---|---|---|
| ENR | ENERGIZER HLDGS INC COM | $394 | 0.00% | 24 | 24 | — | $394 | 新建仓 |
| MHK | MOHAWK INDS INC COM | $394 | 0.00% | 4 | 4 | — | $394 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY COM | $401 | 0.00% | 18 | 18 | — | $401 | 新建仓 |
| MBWM | MERCANTILE BK CORP COM | $404 | 0.00% | 8 | 8 | — | $404 | 新建仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $405 | 0.00% | 49 | 49 | — | $405 | 新建仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $408 | 0.00% | 1 | 1 | — | $408 | 新建仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $408 | 0.00% | 2 | 2 | — | $408 | 新建仓 |
| AMRC | AMERESCO INC CL A | $408 | 0.00% | 16 | 16 | — | $408 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $412 | 0.00% | 47 | 47 | — | $412 | 新建仓 |
| MSEX | MIDDLESEX WTR CO COM | $416 | 0.00% | 8 | 8 | — | $416 | 新建仓 |
| — | PROASSURANCE CORP COM | $420 | 0.00% | 17 | 17 | — | $420 | 新建仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $420 | 0.00% | 32 | 32 | — | $420 | 新建仓 |
| KURA | KURA ONCOLOGY INC COM | $423 | 0.00% | 52 | 52 | — | $423 | 新建仓 |
| SN | SHARKNINJA INC COM SHS | $424 | 0.00% | 4 | 4 | — | $424 | 新建仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $426 | 0.00% | 12 | 12 | — | $426 | 新建仓 |
| PMT | PENNYMAC MTG INVT TR COM | $431 | 0.00% | 37 | 37 | — | $431 | 新建仓 |
| ACMR | ACM RESH INC COM CL A | $433 | 0.00% | 11 | 11 | — | $433 | 新建仓 |
| OMER | OMEROS CORP COM | $433 | 0.00% | 41 | 41 | — | $433 | 新建仓 |
| ITIC | INVESTORS TITLE CO NC COM | $435 | 0.00% | 2 | 2 | — | $435 | 新建仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $435 | 0.00% | 9 | 9 | — | $435 | 新建仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $437 | 0.00% | 5 | 5 | — | $437 | 新建仓 |
| RXO | RXO INC COMMON STOCK | $439 | 0.00% | 30 | 30 | — | $439 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $449 | 0.00% | 3 | 3 | — | $449 | 新建仓 |
| ENVX | ENOVIX CORPORATION COM | $456 | 0.00% | 88 | 88 | — | $456 | 新建仓 |
| CABO | CABLE ONE INC COM | $456 | 0.00% | 5 | 5 | — | $456 | 新建仓 |
| PSNL | PERSONALIS INC COM | $459 | 0.00% | 72 | 72 | — | $459 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $464 | 0.00% | 10 | 10 | — | $464 | 新建仓 |
| WLK | WESTLAKE CORPORATION COM | $467 | 0.00% | 4 | 4 | — | $467 | 新建仓 |
| ALX | ALEXANDERS INC COM | $472 | 0.00% | 2 | 2 | — | $472 | 新建仓 |
| IE | IVANHOE ELECTRIC INC COM | $473 | 0.00% | 40 | 40 | — | $473 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $473 | 0.00% | 29 | 29 | — | $473 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL TR COM | $480 | 0.00% | 38 | 38 | — | $480 | 新建仓 |
| NTNX | NUTANIX INC CL A | $494 | 0.00% | 13 | 13 | — | $494 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $494 | 0.00% | 2 | 2 | — | $494 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $500 | 0.00% | 20 | 20 | — | $500 | 新建仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $501 | 0.00% | 5 | 5 | — | $501 | 新建仓 |
| ZYME | ZYMEWORKS INC COM | $501 | 0.00% | 20 | 20 | — | $501 | 新建仓 |
| PRCH | PORCH GROUP INC COM | $502 | 0.00% | 70 | 70 | — | $502 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $502 | 0.00% | 10 | 10 | — | $502 | 新建仓 |
| GNTX | GENTEX CORP COM | $503 | 0.00% | 23 | 23 | — | $503 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $507 | 0.00% | 5 | 5 | — | $507 | 新建仓 |
| MORN | MORNINGSTAR INC COM | $507 | 0.00% | 3 | 3 | — | $507 | 新建仓 |
| LIVN | LIVANOVA PLC SHS | $508 | 0.00% | 8 | 8 | — | $508 | 新建仓 |
| UAA | UNDER ARMOUR INC CL A | $508 | 0.00% | 86 | 86 | — | $508 | 新建仓 |
| MTN | VAIL RESORTS INC COM | $513 | 0.00% | 4 | 4 | — | $513 | 新建仓 |
| WEN | WENDYS CO COM | $514 | 0.00% | 74 | 74 | — | $514 | 新建仓 |
| FBK | FB FINL CORP COM | $519 | 0.00% | 10 | 10 | — | $519 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $522 | 0.00% | 6 | 6 | — | $522 | 新建仓 |
| COCO | VITA COCO CO INC COM | $527 | 0.00% | 11 | 11 | — | $527 | 新建仓 |
| WGO | WINNEBAGO INDS INC COM | $527 | 0.00% | 17 | 17 | — | $527 | 新建仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $533 | 0.00% | 9 | 9 | — | $533 | 新建仓 |
| BPOP | POPULAR INC COM NEW | $537 | 0.00% | 4 | 4 | — | $537 | 新建仓 |
| DEI | DOUGLAS EMMETT INC COM | $546 | 0.00% | 58 | 58 | — | $546 | 新建仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $550 | 0.00% | 61 | 61 | — | $550 | 新建仓 |
| STNE | STONECO LTD COM CL A | $551 | 0.00% | 39 | 39 | — | $551 | 新建仓 |
| AVT | AVNET INC COM | $555 | 0.00% | 9 | 9 | — | $555 | 新建仓 |
| PL | PLANET LABS PBC COM CL A | $559 | 0.00% | 20 | 20 | — | $559 | 新建仓 |
| M | MACYS INC COM | $561 | 0.00% | 31 | 31 | — | $561 | 新建仓 |
| CART | MAPLEBEAR INC COM | $562 | 0.00% | 15 | 15 | — | $562 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $569 | 0.00% | 4 | 4 | — | $569 | 新建仓 |
| TTEK | TETRA TECH INC NEW COM | $572 | 0.00% | 19 | 19 | — | $572 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $578 | 0.00% | 13 | 13 | — | $578 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC COM | $587 | 0.00% | 30 | 30 | — | $587 | 新建仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $594 | 0.00% | 2 | 2 | — | $594 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $594 | 0.00% | 20 | 20 | — | $594 | 新建仓 |
| LNN | LINDSAY CORP COM | $595 | 0.00% | 5 | 5 | — | $595 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS INC COM CL A | $599 | 0.00% | 99 | 99 | — | $599 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $606 | 0.00% | 23 | 23 | — | $606 | 新建仓 |
| ELF | E L F BEAUTY INC COM | $606 | 0.00% | 10 | 10 | — | $606 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $607 | 0.00% | 30 | 30 | — | $607 | 新建仓 |
| CXT | CRANE NXT CO COM | $609 | 0.00% | 15 | 15 | — | $609 | 新建仓 |
| MXL | MAXLINEAR INC COM | $609 | 0.00% | 35 | 35 | — | $609 | 新建仓 |
| XMTR | XOMETRY INC CLASS A COM | $613 | 0.00% | 15 | 15 | — | $613 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $617 | 0.00% | 2,623 | 2,623 | — | $617 | 新建仓 |
| EVTC | EVERTEC INC COM | $621 | 0.00% | 22 | 22 | — | $621 | 新建仓 |
| SDGR | SCHRODINGER INC COM | $625 | 0.00% | 55 | 55 | — | $625 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $635 | 0.00% | 33 | 33 | — | $635 | 新建仓 |
| — | AMICUS THERAPEUTIC COM | $636 | 0.00% | 44 | 44 | — | $636 | 新建仓 |
| PINS | PINTEREST INC CL A | $642 | 0.00% | 35 | 35 | — | $642 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $645 | 0.00% | 2,623 | 2,623 | — | $645 | 新建仓 |
| CLPT | CLEARPOINT NEURO INC COM | $646 | 0.00% | 71 | 71 | — | $646 | 新建仓 |
| RHLD | RESOLUTE HLDGS MGMT INC COM | $649 | 0.00% | 4 | 4 | — | $649 | 新建仓 |
| BRKR | BRUKER CORP COM | $650 | 0.00% | 18 | 18 | — | $650 | 新建仓 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $654 | 0.00% | 35 | 35 | — | $654 | 新建仓 |
| XPEL | XPEL INC COM | $664 | 0.00% | 15 | 15 | — | $664 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP COM | $665 | 0.00% | 37 | 37 | — | $665 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $677 | 0.00% | 17 | 17 | — | $677 | 新建仓 |
| LOPE | GRAND CANYON ED INC COM | $680 | 0.00% | 4 | 4 | — | $680 | 新建仓 |
| RYN | RAYONIER INC COM | $680 | 0.00% | 33 | 33 | — | $680 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC COM | $681 | 0.00% | 10 | 10 | — | $681 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $692 | 0.00% | 59 | 59 | — | $692 | 新建仓 |
| QNST | QUINSTREET INC COM | $697 | 0.00% | 58 | 58 | — | $697 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP COM | $699 | 0.00% | 12 | 12 | — | $699 | 新建仓 |
| AI | C3 AI INC CL A | $699 | 0.00% | 83 | 83 | — | $699 | 新建仓 |
| FOUR | SHIFT4 PMTS INC CL A | $700 | 0.00% | 16 | 16 | — | $700 | 新建仓 |
| BL | BLACKLINE INC COM | $703 | 0.00% | 19 | 19 | — | $703 | 新建仓 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $704 | 0.00% | 23 | 23 | — | $704 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $714 | 0.00% | 5 | 5 | — | $714 | 新建仓 |
| SBSI | SOUTHSIDE BANCSHARES INC COM | $715 | 0.00% | 23 | 23 | — | $715 | 新建仓 |
| LPG | DORIAN LPG LTD SHS USD | $718 | 0.00% | 21 | 21 | — | $718 | 新建仓 |