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
HUBG HUB GROUP INC CL A $7210.00%20 20— $721 新建仓
FRHC FREEDOM HOLDING CORP COM $7240.00%5 5— $724 新建仓
LEA LEAR CORP COM NEW $7260.00%6 6— $726 新建仓
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A $7330.00%8 8— $733 新建仓
PTON PELOTON INTERACTIVE INC CL A COM $7340.00%171 171— $734 新建仓
LBTYA LIBERTY GLOBAL LTD COM CL A $7500.00%62 62— $750 新建仓
CNS COHEN & STEERS INC COM $7510.00%12 12— $751 新建仓
VNOM VIPER ENERGY INC CL A $7520.00%16 16— $752 新建仓
ADTN ADTRAN HOLDINGS INC COM $7550.00%60 60— $755 新建仓
PCTY PAYLOCITY HLDG CORP COM $7560.00%7 7— $756 新建仓
VIR VIR BIOTECHNOLOGY INC COM $7620.00%85 85— $762 新建仓
HLF HERBALIFE LTD COM SHS $7650.00%52 52— $765 新建仓
IRMD IRADIMED CORP COM $7700.00%8 8— $770 新建仓
PATH UIPATH INC CL A $7770.00%70 70— $777 新建仓
DLB DOLBY LABORATORIES INC COM CL A $7810.00%13 13— $781 新建仓
ABG ASBURY AUTOMOTIVE GROUP INC COM $7820.00%4 4— $782 新建仓
WOR WORTHINGTON ENTERPRISES INC COM $7820.00%15 15— $782 新建仓
GDRX GOODRX HLDGS INC COM CL A $7840.00%400 400— $784 新建仓
UMBF UMB FINL CORP COM $7900.00%7 7— $790 新建仓
RPM RPM INTL INC COM $7950.00%8 8— $795 新建仓
QS QUANTUMSCAPE CORP COM CL A $7980.00%125 125— $798 新建仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $8030.00%89 89— $803 新建仓
BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS $8040.00%93 93— $804 新建仓
WHR WHIRLPOOL CORP COM $8090.00%15 15— $809 新建仓
KOPN KOPIN CORP COM $8100.00%360 360— $810 新建仓
PCVX VAXCYTE INC COM $8140.00%14 14— $814 新建仓
ALSN ALLISON TRANSMISSION HLDGS INC COM $8190.00%7 7— $819 新建仓
— WEAVE COMMUNICATIONS INC COM $8220.00%178 178— $822 新建仓
HNST HONEST CO INC COM $8260.00%281 281— $826 新建仓
OLN OLIN CORP COM PAR $1 $8320.00%28 28— $832 新建仓
BIO BIO RAD LABS INC CL A $8360.00%3 3— $836 新建仓
WAL WESTERN ALLIANCE BANCORP COM $8500.00%12 12— $850 新建仓
INVX INNOVEX INTERNATIONAL INC COM $8540.00%35 35— $854 新建仓
NUTX NUTEX HEALTH INC COM $8550.00%9 9— $855 新建仓
HIFS HINGHAM INSTN SVGS MASS COM $8580.00%3 3— $858 新建仓
GSAT GLOBALSTAR INC COM NEW $8630.00%13 13— $863 新建仓
DAR DARLING INGREDIENTS INC COM $8660.00%14 14— $866 新建仓
AHRT AH RLTY TR INC COM $8690.00%158 158— $869 新建仓
DAVE DAVE INC CLASS A COM NEW $8700.00%5 5— $870 新建仓
TRUP TRUPANION INC COM $8710.00%34 34— $871 新建仓
PVLA PALVELLA THERAPEUTICS INC NEW COM $8730.00%7 7— $873 新建仓
SPB SPECTRUM BRANDS HLDGS INC NEW COM $8840.00%12 12— $884 新建仓
CAVA CAVA GROUP INC COM $8900.00%11 11— $890 新建仓
TXG 10X GENOMICS INC CL A COM $8920.00%42 42— $892 新建仓
CNH CNH INDL N V SHS $9020.00%82 82— $902 新建仓
IPAR INTERPARFUMS INC COM $9080.00%10 10— $908 新建仓
OMF ONEMAIN HLDGS INC COM $9090.00%17 17— $909 新建仓
MLR MILLER INDS INC TENN COM NEW $9110.00%20 20— $911 新建仓
IPGP IPG PHOTONICS CORP COM $9170.00%8 8— $917 新建仓
WEX WEX INC COM $9180.00%6 6— $918 新建仓
NNN NNN REIT INC COM $9250.00%22 22— $925 新建仓
EEFT EURONET WORLDWIDE INC COM $9290.00%14 14— $929 新建仓
WING WINGSTOP INC COM $9300.00%6 6— $930 新建仓
ACLS AXCELIS TECHNOLOGIES INC COM NEW $9310.00%10 10— $931 新建仓
NJR NEW JERSEY RES CORP COM $9340.00%17 17— $934 新建仓
ETON ETON PHARMACEUTICALS INC COM $9380.00%38 38— $938 新建仓
BRZE BRAZE INC COM CL A $9440.00%40 40— $944 新建仓
IRTC IRHYTHM HOLDINGS INC COM $9440.00%8 8— $944 新建仓
— APELLIS PHARMACEUTICALS INC COM $9660.00%24 24— $966 新建仓
RGTI RIGETTI COMPUTING INC COMMON STOCK $9690.00%69 69— $969 新建仓
UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT $9710.00%24 24— $971 新建仓
VVV VALVOLINE INC COM $9770.00%29 29— $977 新建仓
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF $9770.00%23 23— $977 新建仓
HUT HUT 8 CORP COM $9850.00%21 21— $985 新建仓
GXO GXO LOGISTICS INCORPORATED COMMON STOCK $9850.00%19 19— $985 新建仓
LNTH LANTHEUS HLDGS INC COM $9860.00%13 13— $986 新建仓
IXC ISHARES GLOBAL ENERGY ETF $9920.00%17 17— $992 新建仓
ASTS AST SPACEMOBILE INC COM CL A $9940.00%12 12— $994 新建仓
NSP INSPERITY INC COM $1,0000.00%37 37— $1,000 新建仓
POR PORTLAND GEN ELEC CO COM NEW $1,0030.00%19 19— $1,003 新建仓
GIS GENERAL MILLS INC COM $1,0050.00%27 27— $1,005 新建仓
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF $1,0060.00%32 32— $1,006 新建仓
PWB INVESCO LARGE CAP GROWTH ETF $1,0070.00%8 8— $1,007 新建仓
FAF FIRST AMERN FINL CORP COM $1,0250.00%17 17— $1,025 新建仓
AEVA AEVA TECHNOLOGIES INC COM NEW $1,0260.00%78 78— $1,026 新建仓
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C $1,0350.00%11 11— $1,035 新建仓
CTS CTS CORP COM $1,0510.00%22 22— $1,051 新建仓
HLIT HARMONIC INC COM $1,0510.00%117 117— $1,051 新建仓
OFG OFG BANCORP COM $1,0520.00%26 26— $1,052 新建仓
VEEV VEEVA SYS INC CL A COM $1,0540.00%6 6— $1,054 新建仓
CPNG COUPANG INC CL A $1,0570.00%56 56— $1,057 新建仓
GPOR GULFPORT ENERGY CORP COMMON SHARES $1,0580.00%5 5— $1,058 新建仓
TW TRADEWEB MKTS INC CL A $1,0590.00%9 9— $1,059 新建仓
KEX KIRBY CORP COM $1,0630.00%8 8— $1,063 新建仓
ESAB ESAB CORPORATION COM $1,0630.00%11 11— $1,063 新建仓
HIW HIGHWOODS PPTYS INC COM $1,0710.00%50 50— $1,071 新建仓
TREE LENDINGTREE INC COM $1,0720.00%25 25— $1,072 新建仓
IIIN INSTEEL INDS INC COM $1,0760.00%32 32— $1,076 新建仓
VAL VALARIS LTD CL A $1,0780.00%11 11— $1,078 新建仓
TTAN SERVICETITAN INC SHS CL A $1,0790.00%17 17— $1,079 新建仓
AGNC AGNC INVT CORP COM $1,0830.00%108 108— $1,083 新建仓
HQY HEALTHEQUITY INC COM $1,0860.00%13 13— $1,086 新建仓
— PLDT INC SPONSORED ADR $1,0940.00%52 52— $1,094 新建仓
VRNS VARONIS SYS INC COM $1,0950.00%51 51— $1,095 新建仓
TRMK TRUSTMARK CORP COM $1,0960.00%26 26— $1,096 新建仓
— UNITI GROUP LLC COM SHS $1,1070.00%118 118— $1,107 新建仓
CWST CASELLA WASTE SYS INC CL A $1,1110.00%14 14— $1,111 新建仓
PRGO PERRIGO CO PLC SHS $1,1170.00%104 104— $1,117 新建仓
OGS ONE GAS INC COM $1,1200.00%13 13— $1,120 新建仓
EFC ELLINGTON FINANCIAL INC COM $1,1260.00%95 95— $1,126 新建仓