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 |
|---|---|---|---|---|---|---|---|---|
| VAW | VANGUARD MATERIALS ETF | $1,127 | 0.00% | 5 | 5 | — | $1,127 | 新建仓 |
| W | WAYFAIR INC CL A | $1,128 | 0.00% | 15 | 15 | — | $1,128 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $1,132 | 0.00% | 30 | 30 | — | $1,132 | 新建仓 |
| KSS | KOHLS CORP COM | $1,161 | 0.00% | 90 | 90 | — | $1,161 | 新建仓 |
| CAG | CONAGRA BRANDS INC COM | $1,163 | 0.00% | 74 | 74 | — | $1,163 | 新建仓 |
| LPX | LOUISIANA PAC CORP COM | $1,164 | 0.00% | 16 | 16 | — | $1,164 | 新建仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $1,169 | 0.00% | 25 | 25 | — | $1,169 | 新建仓 |
| OKTA | OKTA INC CL A | $1,181 | 0.00% | 15 | 15 | — | $1,181 | 新建仓 |
| NOVT | NOVANTA INC COM | $1,181 | 0.00% | 10 | 10 | — | $1,181 | 新建仓 |
| XNCR | XENCOR INC COM | $1,182 | 0.00% | 98 | 98 | — | $1,182 | 新建仓 |
| SHOO | MADDEN STEVEN LTD COM | $1,187 | 0.00% | 35 | 35 | — | $1,187 | 新建仓 |
| BELFB | BEL FUSE INC CL B | $1,188 | 0.00% | 6 | 6 | — | $1,188 | 新建仓 |
| VIV | TELEFONICA BRASIL SA SPONSORED ADS | $1,193 | 0.00% | 75 | 75 | — | $1,193 | 新建仓 |
| LPLA | LPL FINL HLDGS INC COM | $1,203 | 0.00% | 4 | 4 | — | $1,203 | 新建仓 |
| CPF | CENTRAL PAC FINL CORP COM NEW | $1,214 | 0.00% | 38 | 38 | — | $1,214 | 新建仓 |
| HXL | HEXCEL CORP NEW COM | $1,214 | 0.00% | 15 | 15 | — | $1,214 | 新建仓 |
| ENS | ENERSYS COM | $1,216 | 0.00% | 7 | 7 | — | $1,216 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $1,216 | 0.00% | 20 | 20 | — | $1,216 | 新建仓 |
| FTAI | FTAI AVIATION LTD SHS | $1,225 | 0.00% | 5 | 5 | — | $1,225 | 新建仓 |
| R | RYDER SYS INC COM | $1,228 | 0.00% | 6 | 6 | — | $1,228 | 新建仓 |
| SDRL | SEADRILL LTD COM | $1,229 | 0.00% | 27 | 27 | — | $1,229 | 新建仓 |
| ROKU | ROKU INC COM CL A | $1,230 | 0.00% | 13 | 13 | — | $1,230 | 新建仓 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $1,232 | 0.00% | 6 | 6 | — | $1,232 | 新建仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $1,237 | 0.00% | 24 | 24 | — | $1,237 | 新建仓 |
| PBI | PITNEY BOWES INC COM | $1,238 | 0.00% | 112 | 112 | — | $1,238 | 新建仓 |
| WS | WORTHINGTON STL INC COM SHS | $1,244 | 0.00% | 41 | 41 | — | $1,244 | 新建仓 |
| GLOB | GLOBANT S A COM | $1,245 | 0.00% | 27 | 27 | — | $1,245 | 新建仓 |
| CVLT | COMMVAULT SYS INC COM | $1,246 | 0.00% | 16 | 16 | — | $1,246 | 新建仓 |
| AMN | AMN HEALTHCARE SVCS INC COM | $1,247 | 0.00% | 68 | 68 | — | $1,247 | 新建仓 |
| WU | WESTERN UN CO COM | $1,257 | 0.00% | 144 | 144 | — | $1,257 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC COM NEW | $1,259 | 0.00% | 66 | 66 | — | $1,259 | 新建仓 |
| SKY | CHAMPION HOMES INC COM | $1,264 | 0.00% | 17 | 17 | — | $1,264 | 新建仓 |
| SR | SPIRE INC COM | $1,268 | 0.00% | 14 | 14 | — | $1,268 | 新建仓 |
| RNGR | RANGER ENERGY SVCS INC COM CL A | $1,268 | 0.00% | 74 | 74 | — | $1,268 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $1,270 | 0.00% | 3 | 3 | — | $1,270 | 新建仓 |
| MCS | MARCUS CORP DEL COM | $1,271 | 0.00% | 74 | 74 | — | $1,271 | 新建仓 |
| TLN | TALEN ENERGY CORP COM | $1,277 | 0.00% | 4 | 4 | — | $1,277 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1,283 | 0.00% | 14 | 14 | — | $1,283 | 新建仓 |
| FEIM | FREQUENCY ELECTRS INC COM | $1,284 | 0.00% | 29 | 29 | — | $1,284 | 新建仓 |
| SAFE | SAFEHOLD INC COM | $1,285 | 0.00% | 95 | 95 | — | $1,285 | 新建仓 |
| MRTN | MARTEN TRANS LTD COM | $1,300 | 0.00% | 99 | 99 | — | $1,300 | 新建仓 |
| CRUS | CIRRUS LOGIC INC COM | $1,302 | 0.00% | 9 | 9 | — | $1,302 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC COM NEW | $1,307 | 0.00% | 43 | 43 | — | $1,307 | 新建仓 |
| FSLY | FASTLY INC CL A | $1,308 | 0.00% | 45 | 45 | — | $1,308 | 新建仓 |
| VISN | VISTANCE NETWORKS INC COM | $1,310 | 0.00% | 72 | 72 | — | $1,310 | 新建仓 |
| MSA | MSA SAFETY INC COM | $1,312 | 0.00% | 8 | 8 | — | $1,312 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $1,317 | 0.00% | 100 | 100 | — | $1,317 | 新建仓 |
| OI | O-I GLASS INC COM | $1,324 | 0.00% | 126 | 126 | — | $1,324 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC COM | $1,344 | 0.00% | 10 | 10 | — | $1,344 | 新建仓 |
| WT | WISDOMTREE INC COM | $1,354 | 0.00% | 93 | 93 | — | $1,354 | 新建仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $1,354 | 0.00% | 60 | 60 | — | $1,354 | 新建仓 |
| AN | AUTONATION INC COM | $1,367 | 0.00% | 7 | 7 | — | $1,367 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC COM | $1,367 | 0.00% | 4 | 4 | — | $1,367 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $1,368 | 0.00% | 29 | 29 | — | $1,368 | 新建仓 |
| DNOW | DNOW INC COM | $1,370 | 0.00% | 115 | 115 | — | $1,370 | 新建仓 |
| HAFC | HANMI FINL CORP COM NEW | $1,371 | 0.00% | 52 | 52 | — | $1,371 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $1,376 | 0.00% | 74 | 74 | — | $1,376 | 新建仓 |
| DUOL | DUOLINGO INC CL A COM | $1,380 | 0.00% | 14 | 14 | — | $1,380 | 新建仓 |
| ACT | ENACT HLDGS INC COM | $1,388 | 0.00% | 34 | 34 | — | $1,388 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $1,400 | 0.00% | 6 | 6 | — | $1,400 | 新建仓 |
| EQH | EQUITABLE HLDGS INC COM | $1,410 | 0.00% | 38 | 38 | — | $1,410 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1,421 | 0.00% | 33 | 33 | — | $1,421 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $1,423 | 0.00% | 15 | 15 | — | $1,423 | 新建仓 |
| IESC | IES HOLDINGS INC COM | $1,429 | 0.00% | 3 | 3 | — | $1,429 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $1,431 | 0.00% | 84 | 84 | — | $1,431 | 新建仓 |
| PI | IMPINJ INC COM | $1,438 | 0.00% | 14 | 14 | — | $1,438 | 新建仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $1,439 | 0.00% | 8 | 8 | — | $1,439 | 新建仓 |
| PEGA | PEGASYSTEMS INC COM | $1,447 | 0.00% | 34 | 34 | — | $1,447 | 新建仓 |
| DJCO | DAILY JOURNAL CORP COM | $1,447 | 0.00% | 3 | 3 | — | $1,447 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW COM NEW | $1,459 | 0.00% | 46 | 46 | — | $1,459 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $1,459 | 0.00% | 15 | 15 | — | $1,459 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $1,464 | 0.00% | 400 | 400 | — | $1,464 | 新建仓 |
| APOG | APOGEE ENTERPRISES INC COM | $1,476 | 0.00% | 44 | 44 | — | $1,476 | 新建仓 |
| TEX | TEREX CORP NEW COM | $1,478 | 0.00% | 25 | 25 | — | $1,478 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $1,482 | 0.00% | 34 | 34 | — | $1,482 | 新建仓 |
| — | VANECK ROBOTICS ETF | $1,488 | 0.00% | 28 | 28 | — | $1,488 | 新建仓 |
| DINO | HF SINCLAIR CORP COM | $1,497 | 0.00% | 24 | 24 | — | $1,497 | 新建仓 |
| IOT | SAMSARA INC COM CL A | $1,521 | 0.00% | 48 | 48 | — | $1,521 | 新建仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $1,538 | 0.00% | 20 | 20 | — | $1,538 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $1,538 | 0.00% | 19 | 19 | — | $1,538 | 新建仓 |
| — | STELLAR BANCORP INC COM | $1,538 | 0.00% | 42 | 42 | — | $1,538 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA COM NEW | $1,542 | 0.00% | 17 | 17 | — | $1,542 | 新建仓 |
| VFC | V F CORP COM | $1,546 | 0.00% | 91 | 91 | — | $1,546 | 新建仓 |
| HSIC | SCHEIN HENRY INC COM | $1,548 | 0.00% | 21 | 21 | — | $1,548 | 新建仓 |
| FMC | FMC CORP COM NEW | $1,567 | 0.00% | 91 | 91 | — | $1,567 | 新建仓 |
| CALY | CALLAWAY GOLF CO COM | $1,568 | 0.00% | 113 | 113 | — | $1,568 | 新建仓 |
| WKC | WORLD KINECT CORPORATION COM | $1,569 | 0.00% | 68 | 68 | — | $1,569 | 新建仓 |
| FBNC | FIRST BANCORP N C COM | $1,578 | 0.00% | 28 | 28 | — | $1,578 | 新建仓 |
| KRC | KILROY REALTY CORP COM | $1,580 | 0.00% | 56 | 56 | — | $1,580 | 新建仓 |
| GBX | GREENBRIER COS INC COM | $1,580 | 0.00% | 30 | 30 | — | $1,580 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1,584 | 0.00% | 43 | 43 | — | $1,584 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $1,586 | 0.00% | 2,623 | 2,623 | — | $1,586 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $1,589 | 0.00% | 17 | 17 | — | $1,589 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $1,607 | 0.00% | 19 | 19 | — | $1,607 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $1,611 | 0.00% | 5 | 5 | — | $1,611 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $1,614 | 0.00% | 17 | 17 | — | $1,614 | 新建仓 |
| OXM | OXFORD INDS INC COM | $1,617 | 0.00% | 42 | 42 | — | $1,617 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $1,634 | 0.00% | 22 | 22 | — | $1,634 | 新建仓 |
| RMBS | RAMBUS INC DEL COM | $1,635 | 0.00% | 19 | 19 | — | $1,635 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $1,639 | 0.00% | 274 | 274 | — | $1,639 | 新建仓 |