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
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $00.00%0 -404-100.0% -$2.02万 清仓
USFD US FOODS HLDG CORP COM $00.00%0 -217-100.0% -$2.00万 清仓
VOD VODAFONE GROUP PLC SPONSORED ADR $00.00%0 -1,330-100.0% -$2.00万 清仓
LUMN LUMEN TECHNOLOGIES INC COM $00.00%0 -2,866-100.0% -$1.99万 清仓
NMR NOMURA HLDGS INC SPONSORED ADR $00.00%0 -2,520-100.0% -$1.99万 清仓
INGR INGREDION INC COM $00.00%0 -176-100.0% -$1.98万 清仓
BJ BJS WHSL CLUB HLDGS INC COM $00.00%0 -201-100.0% -$1.98万 清仓
FIS FIDELITY NATL INFORMATION SVCS COM $00.00%0 -421-100.0% -$1.98万 清仓
IBB ISHARES BIOTECHNOLOGY ETF $00.00%0 -117-100.0% -$1.98万 清仓
NKE NIKE INC CL B $00.00%0 -374-100.0% -$1.97万 清仓
DVN DEVON ENERGY CORP NEW COM $00.00%0 -392-100.0% -$1.97万 清仓
DY DYCOM INDS INC COM $00.00%0 -58-100.0% -$1.97万 清仓
GWW WW GRAINGER INC COM $00.00%0 -18-100.0% -$1.96万 清仓
— FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF $00.00%0 -1,686-100.0% -$1.96万 清仓
RNR RENAISSANCERE HLDGS LTD COM $00.00%0 -66-100.0% -$1.96万 清仓
FE FIRSTENERGY CORP COM $00.00%0 -386-100.0% -$1.96万 清仓
EPRT ESSENTIAL PPTYS RLTY TR INC COM $00.00%0 -644-100.0% -$1.96万 清仓
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $00.00%0 -121-100.0% -$1.95万 清仓
GLD SPDR GOLD SHARES $00.00%0 -45-100.0% -$1.94万 清仓
DOV DOVER CORP COM $00.00%0 -93-100.0% -$1.94万 清仓
EIX EDISON INTL COM $00.00%0 -263-100.0% -$1.92万 清仓
FSLR FIRST SOLAR INC COM $00.00%0 -98-100.0% -$1.92万 清仓
CVNA CARVANA CO CL A $00.00%0 -305-100.0% -$1.92万 清仓
BRO BROWN & BROWN INC COM $00.00%0 -293-100.0% -$1.91万 清仓
ATI ATI INC COM $00.00%0 -131-100.0% -$1.91万 清仓
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF $00.00%0 -380-100.0% -$1.90万 清仓
MPLX MPLX LP COM UNIT REP LTD $00.00%0 -332-100.0% -$1.89万 清仓
IGF ISHARES GLOBAL INFRASTRUCTURE ETF $00.00%0 -282-100.0% -$1.89万 清仓
NFG NATIONAL FUEL GAS CO COM $00.00%0 -201-100.0% -$1.89万 清仓
FELC FIDELITY ENHANCED LARGE CAP CORE ETF $00.00%0 -519-100.0% -$1.88万 清仓
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND $00.00%0 -194-100.0% -$1.88万 清仓
BWXT BWX TECHNOLOGIES INC COM $00.00%0 -92-100.0% -$1.88万 清仓
EVR EVERCORE INC CLASS A $00.00%0 -63-100.0% -$1.88万 清仓
HUBB HUBBELL INC COM $00.00%0 -38-100.0% -$1.88万 清仓
OVV OVINTIV INC COM $00.00%0 -316-100.0% -$1.88万 清仓
— HOLOGIC INC COM $00.00%0 -247-100.0% -$1.87万 清仓
RACE FERRARI N V COM $00.00%0 -55-100.0% -$1.86万 清仓
RRX REGAL REXNORD CORPORATION COM $00.00%0 -99-100.0% -$1.85万 清仓
DTE DTE ENERGY CO COM $00.00%0 -125-100.0% -$1.83万 清仓
PTGX PROTAGONIST THERAPEUTICS INC COM $00.00%0 -173-100.0% -$1.82万 清仓
WCN WASTE CONNECTIONS INC COM $00.00%0 -112-100.0% -$1.82万 清仓
SANM SANMINA CORP COM $00.00%0 -140-100.0% -$1.81万 清仓
RTO RENTOKIL INITIAL PLC SPONSORED ADR $00.00%0 -575-100.0% -$1.81万 清仓
KLIC KULICKE & SOFFA INDS INC COM $00.00%0 -275-100.0% -$1.81万 清仓
ROL ROLLINS INC COM $00.00%0 -338-100.0% -$1.81万 清仓
NBIX NEUROCRINE BIOSCIENCES INC COM $00.00%0 -137-100.0% -$1.80万 清仓
ATR APTARGROUP INC COM $00.00%0 -143-100.0% -$1.80万 清仓
JD JD.COM INC SPON ADS CL A $00.00%0 -609-100.0% -$1.80万 清仓
WPC WP CAREY INC COM $00.00%0 -264-100.0% -$1.79万 清仓
WSM WILLIAMS SONOMA INC COM $00.00%0 -98-100.0% -$1.79万 清仓
— FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF $00.00%0 -1,000-100.0% -$1.78万 清仓
SPYI NEOS S&P 500 HIGH INCOME ETF $00.00%0 -361-100.0% -$1.78万 清仓
LNC LINCOLN NATL CORP IND COM $00.00%0 -501-100.0% -$1.78万 清仓
UCTT ULTRA CLEAN HLDGS INC COM $00.00%0 -286-100.0% -$1.78万 清仓
KN KNOWLES CORP COM $00.00%0 -691-100.0% -$1.77万 清仓
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE $00.00%0 -565-100.0% -$1.77万 清仓
— COTERRA ENERGY INC COM $00.00%0 -502-100.0% -$1.76万 清仓
PKG PACKAGING CORP AMER COM $00.00%0 -83-100.0% -$1.76万 清仓
VGLT VANGUARD LONG-TERM TREASURY ETF $00.00%0 -316-100.0% -$1.75万 清仓
SCHE SCHWAB EMERGING MARKETS EQUITY ETF $00.00%0 -530-100.0% -$1.75万 清仓
STAG STAG INDUSTRIAL INC COM $00.00%0 -482-100.0% -$1.74万 清仓
THC TENET HEALTHCARE CORP COM NEW $00.00%0 -92-100.0% -$1.74万 清仓
VIAV VIAVI SOLUTIONS INC COM $00.00%0 -521-100.0% -$1.73万 清仓
ITGR INTEGER HLDGS CORP COM $00.00%0 -197-100.0% -$1.73万 清仓
— AIR LEASE CORP CL A $00.00%0 -266-100.0% -$1.73万 清仓
JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF $00.00%0 -254-100.0% -$1.73万 清仓
DKS DICKS SPORTING GOODS INC COM $00.00%0 -87-100.0% -$1.73万 清仓
PNR PENTAIR PLC SHS $00.00%0 -198-100.0% -$1.72万 清仓
GKOS GLAUKOS CORP COM $00.00%0 -160-100.0% -$1.72万 清仓
ES EVERSOURCE ENERGY COM $00.00%0 -248-100.0% -$1.72万 清仓
CF CF INDUSTRIES HOLD COM $00.00%0 -132-100.0% -$1.71万 清仓
WAT WATERS CORP COM $00.00%0 -58-100.0% -$1.71万 清仓
MSGK MADISON SQUARE GRDN SPRT CORP CL A $00.00%0 -53-100.0% -$1.70万 清仓
SU SUNCOR ENERGY INC NEW COM $00.00%0 -257-100.0% -$1.70万 清仓
VBR VANGUARD SMALL CAP VALUE ETF $00.00%0 -78-100.0% -$1.69万 清仓
AEE AMEREN CORP COM $00.00%0 -154-100.0% -$1.69万 清仓
RJF RAYMOND JAMES FINL INC COM $00.00%0 -116-100.0% -$1.68万 清仓
TYL TYLER TECHNOLOGIES INC COM $00.00%0 -49-100.0% -$1.68万 清仓
PFG PRINCIPAL FINANCIAL GROUP INC COM $00.00%0 -186-100.0% -$1.68万 清仓
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR $00.00%0 -289-100.0% -$1.67万 清仓
KMB KIMBERLY-CLARK CORP COM $00.00%0 -173-100.0% -$1.67万 清仓
FTS FORTIS INC COM $00.00%0 -299-100.0% -$1.67万 清仓
IDCC INTERDIGITAL INC COM $00.00%0 -55-100.0% -$1.66万 清仓
STBA S & T BANCORP INC COM $00.00%0 -397-100.0% -$1.66万 清仓
ACIW ACI WORLDWIDE INC COM $00.00%0 -402-100.0% -$1.65万 清仓
ZTS ZOETIS INC CL A $00.00%0 -138-100.0% -$1.63万 清仓
UCB UNITED CMNTY BKS BLAIRSVLE GA COM $00.00%0 -518-100.0% -$1.63万 清仓
IMO IMPERIAL OIL LTD COM NEW $00.00%0 -124-100.0% -$1.62万 清仓
— FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF $00.00%0 -942-100.0% -$1.62万 清仓
IONS IONIS PHARMACEUTICALS INC COM $00.00%0 -215-100.0% -$1.61万 清仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $00.00%0 -97-100.0% -$1.61万 清仓
AX AXOS FINANCIAL INC COM $00.00%0 -188-100.0% -$1.60万 清仓
KVUE KENVUE INC COM $00.00%0 -924-100.0% -$1.59万 清仓
RGA REINSURANCE GROUP AMER INC COM NEW $00.00%0 -78-100.0% -$1.59万 清仓
EXPD EXPEDITORS INTL WASH INC COM $00.00%0 -111-100.0% -$1.59万 清仓
CINF CINCINNATI FINL CORP COM $00.00%0 -101-100.0% -$1.59万 清仓
CRH CRH PLC ORD $00.00%0 -151-100.0% -$1.59万 清仓
NU NU HLDGS LTD ORD SHS CL A $00.00%0 -1,097-100.0% -$1.58万 清仓
RKT ROCKET COS INC COM CL A $00.00%0 -1,103-100.0% -$1.57万 清仓
IWO ISHARES RUSSELL 2000 GROWTH ETF $00.00%0 -50-100.0% -$1.57万 清仓