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
CHCO CITY HLDG CO COM $00.00%0 -131-100.0% -$1.57万 清仓
VHT VANGUARD HEALTH CARE ETF $00.00%0 -57-100.0% -$1.56万 清仓
TSN TYSON FOODS INC CL A $00.00%0 -243-100.0% -$1.56万 清仓
GPI GROUP 1 AUTOMOTIVE INC COM $00.00%0 -47-100.0% -$1.55万 清仓
VSAT VIASAT INC COM $00.00%0 -339-100.0% -$1.55万 清仓
BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT $00.00%0 -429-100.0% -$1.55万 清仓
AROC ARCHROCK INC COM $00.00%0 -444-100.0% -$1.55万 清仓
TSCO TRACTOR SUPPLY CO COM $00.00%0 -341-100.0% -$1.54万 清仓
OSIS OSI SYSTEMS INC COM $00.00%0 -58-100.0% -$1.54万 清仓
JOE ST JOE CO COM $00.00%0 -245-100.0% -$1.54万 清仓
PII POLARIS INC COM $00.00%0 -282-100.0% -$1.54万 清仓
ARGX ARGENX SE SPONSORED ADR $00.00%0 -21-100.0% -$1.53万 清仓
ALKS ALKERMES PLC SHS $00.00%0 -431-100.0% -$1.52万 清仓
CACI CACI INTL INC CL A $00.00%0 -28-100.0% -$1.52万 清仓
WMS ADVANCED DRAIN SYS INC DEL COM $00.00%0 -111-100.0% -$1.52万 清仓
TDW TIDEWATER INC NEW COM $00.00%0 -182-100.0% -$1.52万 清仓
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND $00.00%0 -118-100.0% -$1.51万 清仓
COLB COLUMBIA BKG SYS INC COM $00.00%0 -551-100.0% -$1.51万 清仓
AXON AXON ENTERPRISE INC COM $00.00%0 -35-100.0% -$1.50万 清仓
AWK AMERICAN WTR WKS CO INC NEW COM $00.00%0 -110-100.0% -$1.50万 清仓
WTRG ESSENTIAL UTILS INC COM $00.00%0 -371-100.0% -$1.49万 清仓
CLH CLEAN HARBORS INC COM $00.00%0 -52-100.0% -$1.49万 清仓
FTI TECHNIPFMC PLC COM $00.00%0 -215-100.0% -$1.49万 清仓
— TRI POINTE HOMES INC COM $00.00%0 -318-100.0% -$1.49万 清仓
FISV FISERV INC COM $00.00%0 -266-100.0% -$1.48万 清仓
FUL FULLER H B CO COM $00.00%0 -240-100.0% -$1.48万 清仓
IGM ISHARES EXPANDED TECH SECTOR ETF $00.00%0 -125-100.0% -$1.48万 清仓
BKIE BNY MELLON INTERNATIONAL EQUITY ETF $00.00%0 -158-100.0% -$1.48万 清仓
EFAX STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF $00.00%0 -296-100.0% -$1.47万 清仓
WTW WILLIS TOWERS WATSON PLC LTD SHS $00.00%0 -51-100.0% -$1.47万 清仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - FEBRUARY $00.00%0 -778-100.0% -$1.47万 清仓
TPL TEXAS PACIFIC LAND CORPORATION COM $00.00%0 -31-100.0% -$1.47万 清仓
AGX ARGAN INC COM $00.00%0 -27-100.0% -$1.47万 清仓
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT $00.00%0 -450-100.0% -$1.47万 清仓
NDSN NORDSON CORP COM $00.00%0 -55-100.0% -$1.46万 清仓
REXR REXFORD INDL RLTY INC COM $00.00%0 -446-100.0% -$1.46万 清仓
MATX MATSON INC COM $00.00%0 -89-100.0% -$1.46万 清仓
— INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY $00.00%0 -466-100.0% -$1.46万 清仓
LGND LIGAND PHARMACEUTICALS INC COM NEW $00.00%0 -73-100.0% -$1.46万 清仓
AVA AVISTA CORP COM $00.00%0 -363-100.0% -$1.46万 清仓
KDP KEURIG DR PEPPER INC COM $00.00%0 -553-100.0% -$1.46万 清仓
SKM SK TELECOM CO LTD SPONSORED ADR $00.00%0 -497-100.0% -$1.46万 清仓
NPO ENPRO INC COM $00.00%0 -58-100.0% -$1.45万 清仓
NWBI NORTHWEST BANCSHARES INC COM $00.00%0 -1,145-100.0% -$1.45万 清仓
TKR TIMKEN CO COM $00.00%0 -144-100.0% -$1.45万 清仓
— QORVO INC COM $00.00%0 -187-100.0% -$1.45万 清仓
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST $00.00%0 -155-100.0% -$1.44万 清仓
ALRM ALARM COM HLDGS INC COM $00.00%0 -332-100.0% -$1.43万 清仓
BANR BANNER CORP COM NEW $00.00%0 -236-100.0% -$1.43万 清仓
— GLOBAL X E-COMMERCE ETF $00.00%0 -535-100.0% -$1.43万 清仓
SLV ISHARES SILVER TRUST $00.00%0 -210-100.0% -$1.43万 清仓
WST WEST PHARMACEUTICAL SVSC INC COM $00.00%0 -57-100.0% -$1.43万 清仓
CMS CMS ENERGY CORP COM $00.00%0 -184-100.0% -$1.43万 清仓
TCOM TRIP COM GROUP LTD ADS $00.00%0 -286-100.0% -$1.42万 清仓
APA APA CORPORATION COM $00.00%0 -334-100.0% -$1.42万 清仓
HL HECLA MINING COMPANY COM $00.00%0 -760-100.0% -$1.42万 清仓
KEY KEYCORP COM $00.00%0 -706-100.0% -$1.42万 清仓
EPD ENTERPRISE PRODS PARTNERS L P COM $00.00%0 -374-100.0% -$1.42万 清仓
BR BROADRIDGE FINL SOLUTIONS INC COM $00.00%0 -87-100.0% -$1.41万 清仓
MTCH MATCH GROUP INC NEW COM $00.00%0 -460-100.0% -$1.41万 清仓
BEN FRANKLIN RESOURCES INC COM $00.00%0 -598-100.0% -$1.41万 清仓
CPRT COPART INC COM $00.00%0 -425-100.0% -$1.41万 清仓
EPAM EPAM SYS INC COM $00.00%0 -104-100.0% -$1.41万 清仓
HST HOST HOTELS & RESORTS INC COM $00.00%0 -734-100.0% -$1.41万 清仓
SPXC SPX TECHNOLOGIES INC COM $00.00%0 -70-100.0% -$1.40万 清仓
RDN RADIAN GROUP INC COM $00.00%0 -423-100.0% -$1.40万 清仓
AXIAY AXIA ENERGIA SA SPONSORED ADR $00.00%0 -1,238-100.0% -$1.40万 清仓
CARR CARRIER GLOBAL CORPORATION COM $00.00%0 -248-100.0% -$1.40万 清仓
TDG TRANSDIGM GROUP INC COM $00.00%0 -12-100.0% -$1.39万 清仓
HPQ HP INC COM $00.00%0 -720-100.0% -$1.38万 清仓
ENPH ENPHASE ENERGY INC COM $00.00%0 -365-100.0% -$1.38万 清仓
LSTR LANDSTAR SYS INC COM $00.00%0 -86-100.0% -$1.38万 清仓
AGO ASSURED GUARANTY LTD COM $00.00%0 -169-100.0% -$1.38万 清仓
GDX VANECK GOLD MINERS ETF $00.00%0 -150-100.0% -$1.38万 清仓
BOOT BOOT BARN HLDGS INC COM $00.00%0 -94-100.0% -$1.38万 清仓
ARR ARMOUR RESIDENTIAL REIT INC COM SHS $00.00%0 -824-100.0% -$1.37万 清仓
HDB HDFC BANK LTD SPONSORED ADS $00.00%0 -551-100.0% -$1.37万 清仓
— ISHARES GLOBAL EQUITY FACTOR ETF $00.00%0 -263-100.0% -$1.37万 清仓
LECO LINCOLN ELEC HLDGS INC COM $00.00%0 -55-100.0% -$1.37万 清仓
— PGIM JENNISON FOCUSED MID-CAP ETF $00.00%0 -223-100.0% -$1.37万 清仓
LDOS LEIDOS HOLDINGS INC COM $00.00%0 -88-100.0% -$1.37万 清仓
CRL CHARLES RIV LABS INTL INC COM $00.00%0 -79-100.0% -$1.36万 清仓
MLI MUELLER INDS INC COM $00.00%0 -123-100.0% -$1.36万 清仓
ULTA ULTA BEAUTY INC COM $00.00%0 -26-100.0% -$1.36万 清仓
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS $00.00%0 -122-100.0% -$1.35万 清仓
PTC PTC INC COM $00.00%0 -95-100.0% -$1.35万 清仓
MGA MAGNA INTL INC COM $00.00%0 -242-100.0% -$1.35万 清仓
CNR CORE NATURAL RESOURCES INC COM SHS $00.00%0 -128-100.0% -$1.34万 清仓
DB DEUTSCHE BK AG NAMEN AKT $00.00%0 -449-100.0% -$1.34万 清仓
CG CARLYLE GROUP INC COM $00.00%0 -276-100.0% -$1.34万 清仓
VLTO VERALTO CORP COM SHS $00.00%0 -151-100.0% -$1.34万 清仓
GTLB GITLAB INC CLASS A COM $00.00%0 -615-100.0% -$1.33万 清仓
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $00.00%0 -1,482-100.0% -$1.33万 清仓
WSFS WSFS FINL CORP COM $00.00%0 -203-100.0% -$1.33万 清仓
CVSA COVISTA INC COM $00.00%0 -115-100.0% -$1.33万 清仓
EXR EXTRA SPACE STORAGE INC COM $00.00%0 -101-100.0% -$1.32万 清仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $00.00%0 -142-100.0% -$1.32万 清仓
LCID LUCID GROUP INC COM NEW $00.00%0 -1,378-100.0% -$1.31万 清仓
DXCM DEXCOM INC COM $00.00%0 -209-100.0% -$1.31万 清仓
— SOLANA ETF $00.00%0 -1,567-100.0% -$1.31万 清仓