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 |
|---|---|---|---|---|---|---|---|---|
| PZZA | PAPA JOHNS INTL INC COM | $3,047 | 0.00% | 94 | 94 | — | $3,047 | 新建仓 |
| JBGS | JBG SMITH PPTYS COM | $3,053 | 0.00% | 209 | 209 | — | $3,053 | 新建仓 |
| GDDY | GODADDY INC CL A | $3,059 | 0.00% | 37 | 37 | — | $3,059 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $3,064 | 0.00% | 66 | 66 | — | $3,064 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $3,065 | 0.00% | 193 | 193 | — | $3,065 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $3,070 | 0.00% | 64 | 64 | — | $3,070 | 新建仓 |
| CR | CRANE COMPANY COMMON STOCK | $3,078 | 0.00% | 18 | 18 | — | $3,078 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC COM | $3,083 | 0.00% | 55 | 55 | — | $3,083 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $3,091 | 0.00% | 311 | 311 | — | $3,091 | 新建仓 |
| VDE | VANGUARD ENERGY ETF | $3,115 | 0.00% | 18 | 18 | — | $3,115 | 新建仓 |
| — | CLEARWAY ENERGY INC CL A | $3,134 | 0.00% | 80 | 80 | — | $3,134 | 新建仓 |
| MSM | MSC INDL DIRECT INC CL A | $3,137 | 0.00% | 34 | 34 | — | $3,137 | 新建仓 |
| UI | UBIQUITI INC COM | $3,161 | 0.00% | 4 | 4 | — | $3,161 | 新建仓 |
| RNG | RINGCENTRAL INC CL A | $3,161 | 0.00% | 85 | 85 | — | $3,161 | 新建仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $3,174 | 0.00% | 70 | 70 | — | $3,174 | 新建仓 |
| MTG | MGIC INVT CORP WIS COM | $3,176 | 0.00% | 121 | 121 | — | $3,176 | 新建仓 |
| U | UNITY SOFTWARE INC COM | $3,181 | 0.00% | 145 | 145 | — | $3,181 | 新建仓 |
| CDE | COEUR MNG INC COM NEW | $3,191 | 0.00% | 170 | 170 | — | $3,191 | 新建仓 |
| EXTR | EXTREME NETWORKS INC COM | $3,197 | 0.00% | 212 | 212 | — | $3,197 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $3,198 | 0.00% | 11 | 11 | — | $3,198 | 新建仓 |
| CNM | CORE & MAIN INC CL A | $3,211 | 0.00% | 65 | 65 | — | $3,211 | 新建仓 |
| ICHR | ICHOR HOLDINGS SHS | $3,216 | 0.00% | 69 | 69 | — | $3,216 | 新建仓 |
| AOS | SMITH A O CORP COM | $3,231 | 0.00% | 49 | 49 | — | $3,231 | 新建仓 |
| — | AMARIN CORP PLC SPONSORED ADR | $3,239 | 0.00% | 224 | 224 | — | $3,239 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $3,249 | 0.00% | 12 | 12 | — | $3,249 | 新建仓 |
| CNMD | CONMED CORP COM | $3,253 | 0.00% | 92 | 92 | — | $3,253 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3,271 | 0.00% | 62 | 62 | — | $3,271 | 新建仓 |
| CXW | CORECIVIC INC COM | $3,271 | 0.00% | 173 | 173 | — | $3,271 | 新建仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $3,295 | 0.00% | 53 | 53 | — | $3,295 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $3,296 | 0.00% | 51 | 51 | — | $3,296 | 新建仓 |
| — | KENNEDY-WILSON HOLDINGS INC COM | $3,322 | 0.00% | 307 | 307 | — | $3,322 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3,346 | 0.00% | 37 | 37 | — | $3,346 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $3,351 | 0.00% | 52 | 52 | — | $3,351 | 新建仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $3,394 | 0.00% | 72 | 72 | — | $3,394 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $3,406 | 0.00% | 122 | 122 | — | $3,406 | 新建仓 |
| MHO | M/I HOMES INC COM | $3,429 | 0.00% | 28 | 28 | — | $3,429 | 新建仓 |
| VYX | NCR VOYIX CORPORATION COM | $3,431 | 0.00% | 542 | 542 | — | $3,431 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $3,433 | 0.00% | 44 | 44 | — | $3,433 | 新建仓 |
| MOS | MOSAIC CO COM | $3,443 | 0.00% | 135 | 135 | — | $3,443 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $3,451 | 0.00% | 53 | 53 | — | $3,451 | 新建仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $3,458 | 0.00% | 369 | 369 | — | $3,458 | 新建仓 |
| SW | SMURFIT WESTROCK PLC SHS | $3,467 | 0.00% | 87 | 87 | — | $3,467 | 新建仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $3,467 | 0.00% | 177 | 177 | — | $3,467 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $3,467 | 0.00% | 184 | 184 | — | $3,467 | 新建仓 |
| AGIX | KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $3,474 | 0.00% | 106 | 106 | — | $3,474 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $3,478 | 0.00% | 114 | 114 | — | $3,478 | 新建仓 |
| AES | AES CORP COM | $3,494 | 0.00% | 248 | 248 | — | $3,494 | 新建仓 |
| ADNT | ADIENT PLC ORD SHS | $3,496 | 0.00% | 173 | 173 | — | $3,496 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC COM | $3,498 | 0.00% | 190 | 190 | — | $3,498 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $3,513 | 0.00% | 22 | 22 | — | $3,513 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC COM | $3,537 | 0.00% | 121 | 121 | — | $3,537 | 新建仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $3,541 | 0.00% | 57 | 57 | — | $3,541 | 新建仓 |
| FLR | FLUOR CORP COM | $3,545 | 0.00% | 76 | 76 | — | $3,545 | 新建仓 |
| FOXF | FOX FACTORY HLDG CORP COM | $3,555 | 0.00% | 216 | 216 | — | $3,555 | 新建仓 |
| TILE | INTERFACE INC COM | $3,564 | 0.00% | 143 | 143 | — | $3,564 | 新建仓 |
| CLSK | CLEANSPARK INC COM NEW | $3,566 | 0.00% | 419 | 419 | — | $3,566 | 新建仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $3,578 | 0.00% | 27 | 27 | — | $3,578 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC COM | $3,586 | 0.00% | 166 | 166 | — | $3,586 | 新建仓 |
| DCOM | DIME CMNTY BANCSHARES INC COM | $3,619 | 0.00% | 107 | 107 | — | $3,619 | 新建仓 |
| NTCT | NETSCOUT SYS INC COM | $3,624 | 0.00% | 114 | 114 | — | $3,624 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $3,625 | 0.00% | 79 | 79 | — | $3,625 | 新建仓 |
| GHM | GRAHAM CORP COM | $3,630 | 0.00% | 46 | 46 | — | $3,630 | 新建仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $3,641 | 0.00% | 150 | 150 | — | $3,641 | 新建仓 |
| COHU | COHU INC COM | $3,644 | 0.00% | 119 | 119 | — | $3,644 | 新建仓 |
| — | LXP INDUSTRIAL TRUST COM | $3,655 | 0.00% | 79 | 79 | — | $3,655 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $3,661 | 0.00% | 136 | 136 | — | $3,661 | 新建仓 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $3,667 | 0.00% | 84 | 84 | — | $3,667 | 新建仓 |
| SCHL | SCHOLASTIC CORP COM | $3,672 | 0.00% | 94 | 94 | — | $3,672 | 新建仓 |
| HWKN | HAWKINS INC COM | $3,686 | 0.00% | 24 | 24 | — | $3,686 | 新建仓 |
| COMP | COMPASS INC CL A | $3,699 | 0.00% | 506 | 506 | — | $3,699 | 新建仓 |
| RHI | ROBERT HALF INC. COM | $3,708 | 0.00% | 146 | 146 | — | $3,708 | 新建仓 |
| TS | TENARIS S A SPONSORED ADS | $3,724 | 0.00% | 64 | 64 | — | $3,724 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $3,724 | 0.00% | 223 | 223 | — | $3,724 | 新建仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $3,770 | 0.00% | 150 | 150 | — | $3,770 | 新建仓 |
| CAE | CAE INC COM | $3,777 | 0.00% | 145 | 145 | — | $3,777 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $3,786 | 0.00% | 31 | 31 | — | $3,786 | 新建仓 |
| CRI | CARTERS INC COM | $3,791 | 0.00% | 106 | 106 | — | $3,791 | 新建仓 |
| CAAP | CORPORACION AMER ARPTS S A COM | $3,794 | 0.00% | 150 | 150 | — | $3,794 | 新建仓 |
| CSGP | COSTAR GROUP INC COM | $3,794 | 0.00% | 94 | 94 | — | $3,794 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $3,805 | 0.00% | 34 | 34 | — | $3,805 | 新建仓 |
| — | AVANOS MED INC COM | $3,811 | 0.00% | 272 | 272 | — | $3,811 | 新建仓 |
| AMCR | AMCOR PLC COM NEW | $3,816 | 0.00% | 96 | 96 | — | $3,816 | 新建仓 |
| UFCS | UNITED FIRE GROUP INC COM | $3,817 | 0.00% | 103 | 103 | — | $3,817 | 新建仓 |
| ALK | ALASKA AIR GROUP INC COM | $3,825 | 0.00% | 104 | 104 | — | $3,825 | 新建仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $3,847 | 0.00% | 73 | 73 | — | $3,847 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $3,858 | 0.00% | 40 | 40 | — | $3,858 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $3,895 | 0.00% | 69 | 69 | — | $3,895 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $3,896 | 0.00% | 70 | 70 | — | $3,896 | 新建仓 |
| HUBS | HUBSPOT INC COM | $3,906 | 0.00% | 16 | 16 | — | $3,906 | 新建仓 |
| WABC | WESTAMERICA BANCORPORATION COM | $3,911 | 0.00% | 75 | 75 | — | $3,911 | 新建仓 |
| EG | EVEREST GROUP LTD COM | $3,922 | 0.00% | 12 | 12 | — | $3,922 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3,939 | 0.00% | 50 | 50 | — | $3,939 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $3,940 | 0.00% | 177 | 177 | — | $3,940 | 新建仓 |
| BAX | BAXTER INTL INC COM | $3,948 | 0.00% | 235 | 235 | — | $3,948 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC COM | $3,948 | 0.00% | 512 | 512 | — | $3,948 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $3,956 | 0.00% | 89 | 89 | — | $3,956 | 新建仓 |
| KWR | QUAKER HOUGHTON COM | $3,975 | 0.00% | 32 | 32 | — | $3,975 | 新建仓 |
| NNI | NELNET INC CL A | $3,998 | 0.00% | 31 | 31 | — | $3,998 | 新建仓 |
| PRI | PRIMERICA INC COM | $4,008 | 0.00% | 16 | 16 | — | $4,008 | 新建仓 |
| — | FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF | $4,020 | 0.00% | 91 | 91 | — | $4,020 | 新建仓 |