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
WIX WIX COM LTD SHS $00.00%0 -145-100.0% -$1.31万 清仓
AUB ATLANTIC UN BANKSHARES CORP COM $00.00%0 -365-100.0% -$1.30万 清仓
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $00.00%0 -284-100.0% -$1.30万 清仓
APLE APPLE HOSPITALITY REIT INC COM NEW $00.00%0 -1,131-100.0% -$1.30万 清仓
CRWV COREWEAVE INC COM CL A $00.00%0 -168-100.0% -$1.30万 清仓
GWRE GUIDEWIRE SOFTWARE INC COM $00.00%0 -87-100.0% -$1.30万 清仓
UAL UNITED AIRLS HLDGS INC COM $00.00%0 -141-100.0% -$1.30万 清仓
FELE FRANKLIN ELEC INC COM $00.00%0 -140-100.0% -$1.29万 清仓
EPR EPR PPTYS COM SH BEN INT $00.00%0 -258-100.0% -$1.29万 清仓
XLG INVESCO S&P 500 TOP 50 ETF $00.00%0 -236-100.0% -$1.29万 清仓
WCC WESCO INTL INC COM $00.00%0 -47-100.0% -$1.29万 清仓
MAC MACERICH CO COM $00.00%0 -679-100.0% -$1.28万 清仓
HOMB HOME BANCSHARES INC COM $00.00%0 -476-100.0% -$1.28万 清仓
SGI SOMNIGROUP INTERNATIONAL INC COM $00.00%0 -173-100.0% -$1.28万 清仓
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $00.00%0 -222-100.0% -$1.28万 清仓
STLD STEEL DYNAMICS INC COM $00.00%0 -71-100.0% -$1.28万 清仓
— DUPONT DE NEMOURS INC COM $00.00%0 -93-100.0% -$1.27万 清仓
TBLL INVESCO SHORT TERM TREASURY ETF $00.00%0 -120-100.0% -$1.27万 清仓
GNRC GENERAC HLDGS INC COM $00.00%0 -65-100.0% -$1.27万 清仓
HSTM HEALTHSTREAM INC COM $00.00%0 -613-100.0% -$1.27万 清仓
PSMT PRICESMART INC COM $00.00%0 -84-100.0% -$1.26万 清仓
SM SM ENERGY COMPANY COM $00.00%0 -404-100.0% -$1.26万 清仓
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 $00.00%0 -518-100.0% -$1.26万 清仓
NYT NEW YORK TIMES CO MTN BE CL A $00.00%0 -150-100.0% -$1.26万 清仓
FSS FEDERAL SIGNAL CORP COM $00.00%0 -116-100.0% -$1.25万 清仓
KEN KENON HLDGS LTD SHS $00.00%0 -152-100.0% -$1.25万 清仓
LNT ALLIANT ENERGY CORP COM $00.00%0 -174-100.0% -$1.25万 清仓
AVY AVERY DENNISON CORP COM $00.00%0 -72-100.0% -$1.24万 清仓
AR ANTERO RESOURCES CORP COM $00.00%0 -292-100.0% -$1.24万 清仓
RL RALPH LAUREN CORP CL A $00.00%0 -36-100.0% -$1.24万 清仓
BTSG BRIGHTSPRING HEALTH SVCS INC COM $00.00%0 -290-100.0% -$1.24万 清仓
BTU PEABODY ENERGY CORP COM $00.00%0 -375-100.0% -$1.24万 清仓
SFNC SIMMONS FIRST NATL CORP CL A $1 PAR $00.00%0 -635-100.0% -$1.24万 清仓
RITM RITHM CAPITAL CORP COM NEW $00.00%0 -1,299-100.0% -$1.23万 清仓
LUV SOUTHWEST AIRLS CO COM $00.00%0 -326-100.0% -$1.22万 清仓
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF $00.00%0 -488-100.0% -$1.22万 清仓
BFS SAUL CTRS INC COM $00.00%0 -375-100.0% -$1.22万 清仓
PATK PATRICK INDS INC COM $00.00%0 -110-100.0% -$1.22万 清仓
TXT TEXTRON INC COM $00.00%0 -139-100.0% -$1.22万 清仓
LRN STRIDE INC COM $00.00%0 -137-100.0% -$1.21万 清仓
TTD THE TRADE DESK INC COM CL A $00.00%0 -532-100.0% -$1.21万 清仓
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF $00.00%0 -400-100.0% -$1.21万 清仓
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 $00.00%0 -285-100.0% -$1.20万 清仓
CSL CARLISLE COS INC COM $00.00%0 -36-100.0% -$1.20万 清仓
GH GUARDANT HEALTH INC COM $00.00%0 -130-100.0% -$1.20万 清仓
CPAY CORPAY INC COM SHS $00.00%0 -41-100.0% -$1.19万 清仓
MTZ MASTEC INC COM $00.00%0 -37-100.0% -$1.19万 清仓
POWL POWELL INDS INC COM $00.00%0 -66-100.0% -$1.19万 清仓
REMX VANECK RARE EARTH AND STRATEGIC METALS ETF $00.00%0 -135-100.0% -$1.19万 清仓
SLF SUN LIFE FINANCIAL INC. COM $00.00%0 -190-100.0% -$1.19万 清仓
EFX EQUIFAX INC COM $00.00%0 -66-100.0% -$1.19万 清仓
FIVE FIVE BELOW INC COM $00.00%0 -52-100.0% -$1.19万 清仓
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF $00.00%0 -224-100.0% -$1.19万 清仓
NTES NETEASE COM INC SPONSORED ADS $00.00%0 -106-100.0% -$1.19万 清仓
VONG VANGUARD RUSSELL 1000 GROWTH ETF $00.00%0 -108-100.0% -$1.18万 清仓
NWSA NEWS CORP NEW CL A $00.00%0 -474-100.0% -$1.18万 清仓
EXEL EXELIXIS INC COM $00.00%0 -275-100.0% -$1.18万 清仓
BTG B2GOLD CORP COM $00.00%0 -2,600-100.0% -$1.18万 清仓
INCY INCYTE CORP COM $00.00%0 -125-100.0% -$1.18万 清仓
NXT NEXTPOWER INC CLASS A COM $00.00%0 -97-100.0% -$1.17万 清仓
BFH BREAD FINANCIAL HOLDINGS INC COM $00.00%0 -156-100.0% -$1.17万 清仓
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $00.00%0 -161-100.0% -$1.17万 清仓
— ARCOSA INC COM $00.00%0 -110-100.0% -$1.17万 清仓
EGP EASTGROUP PPTYS INC COM $00.00%0 -63-100.0% -$1.17万 清仓
CZR CAESARS ENTERTAINMENT INC NEW COM $00.00%0 -440-100.0% -$1.16万 清仓
SNN SMITH & NEPHEW PLC SPDN ADR NEW $00.00%0 -365-100.0% -$1.16万 清仓
KIM KIMCO REALTY CORP COM $00.00%0 -516-100.0% -$1.16万 清仓
FFIV F5 INC COM $00.00%0 -40-100.0% -$1.16万 清仓
BMRN BIOMARIN PHARMACEUTICAL INC COM $00.00%0 -204-100.0% -$1.15万 清仓
VSNT VERSANT MEDIA GROUP INC COM CL A $00.00%0 -310-100.0% -$1.15万 清仓
DTM DT MIDSTREAM INC COMMON STOCK $00.00%0 -85-100.0% -$1.14万 清仓
ETSY ETSY INC COM $00.00%0 -228-100.0% -$1.14万 清仓
ELPC COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS $00.00%0 -952-100.0% -$1.14万 清仓
PLMR PALOMAR HLDGS INC COM $00.00%0 -95-100.0% -$1.14万 清仓
HOPE HOPE BANCORP INC COM $00.00%0 -1,016-100.0% -$1.13万 清仓
COKE COCA COLA CONS INC COM $00.00%0 -59-100.0% -$1.13万 清仓
ABCB AMERIS BANCORP COM $00.00%0 -145-100.0% -$1.13万 清仓
UNFI UNITED NAT FOODS INC COM $00.00%0 -250-100.0% -$1.13万 清仓
RHP RYMAN HOSPITALITY PPTYS INC COM $00.00%0 -122-100.0% -$1.13万 清仓
REZI RESIDEO TECHNOLOGIES INC COM $00.00%0 -333-100.0% -$1.12万 清仓
AIR AAR CORP COM $00.00%0 -102-100.0% -$1.12万 清仓
ALC ALCON AG ORD SHS $00.00%0 -148-100.0% -$1.12万 清仓
CCI CROWN CASTLE INC COM $00.00%0 -137-100.0% -$1.11万 清仓
GL GLOBE LIFE INC COM $00.00%0 -80-100.0% -$1.11万 清仓
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF $00.00%0 -119-100.0% -$1.11万 清仓
PPLI IAC INC COM NEW $00.00%0 -278-100.0% -$1.11万 清仓
INSM INSMED INC COM PAR $.01 $00.00%0 -68-100.0% -$1.11万 清仓
DECK DECKERS OUTDOOR CORP COM $00.00%0 -111-100.0% -$1.11万 清仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $00.00%0 -200-100.0% -$1.11万 清仓
OTIS OTIS WORLDWIDE CORP COM $00.00%0 -144-100.0% -$1.11万 清仓
OWL BLUE OWL CAPITAL INC COM CL A $00.00%0 -1,214-100.0% -$1.11万 清仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $00.00%0 -524-100.0% -$1.11万 清仓
FTV FORTIVE CORP COM $00.00%0 -200-100.0% -$1.11万 清仓
SITM SITIME CORP COM $00.00%0 -32-100.0% -$1.11万 清仓
— WEBSTER FINL CORP COM $00.00%0 -159-100.0% -$1.10万 清仓
KMT KENNAMETAL INC COM $00.00%0 -305-100.0% -$1.10万 清仓
— FIRST TRUST SECURITIZED PLUS ETF $00.00%0 -513-100.0% -$1.09万 清仓
TTMI TTM TECHNOLOGIES INC COM $00.00%0 -112-100.0% -$1.09万 清仓
LULU LULULEMON ATHLETICA INC COM $00.00%0 -71-100.0% -$1.09万 清仓
ENVA ENOVA INTL INC COM $00.00%0 -80-100.0% -$1.09万 清仓