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 |
|---|---|---|---|---|---|---|---|---|
| CRL | CHARLES RIV LABS INTL INC COM | $1.36万 | 0.00% | 79 | 79 | — | $1.36万 | 新建仓 |
| ULTA | ULTA BEAUTY INC COM | $1.36万 | 0.00% | 26 | 26 | — | $1.36万 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $1.35万 | 0.00% | 122 | 122 | — | $1.35万 | 新建仓 |
| PTC | PTC INC COM | $1.35万 | 0.00% | 95 | 95 | — | $1.35万 | 新建仓 |
| MGA | MAGNA INTL INC COM | $1.35万 | 0.00% | 242 | 242 | — | $1.35万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $1.34万 | 0.00% | 128 | 128 | — | $1.34万 | 新建仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1.34万 | 0.00% | 449 | 449 | — | $1.34万 | 新建仓 |
| CG | CARLYLE GROUP INC COM | $1.34万 | 0.00% | 276 | 276 | — | $1.34万 | 新建仓 |
| VLTO | VERALTO CORP COM SHS | $1.34万 | 0.00% | 151 | 151 | — | $1.34万 | 新建仓 |
| GTLB | GITLAB INC CLASS A COM | $1.33万 | 0.00% | 615 | 615 | — | $1.33万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $1.33万 | 0.00% | 1,482 | 1,482 | — | $1.33万 | 新建仓 |
| WSFS | WSFS FINL CORP COM | $1.33万 | 0.00% | 203 | 203 | — | $1.33万 | 新建仓 |
| CVSA | COVISTA INC COM | $1.33万 | 0.00% | 115 | 115 | — | $1.33万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $1.32万 | 0.00% | 101 | 101 | — | $1.32万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.32万 | 0.00% | 142 | 142 | — | $1.32万 | 新建仓 |
| LCID | LUCID GROUP INC COM NEW | $1.31万 | 0.00% | 1,378 | 1,378 | — | $1.31万 | 新建仓 |
| DXCM | DEXCOM INC COM | $1.31万 | 0.00% | 209 | 209 | — | $1.31万 | 新建仓 |
| — | SOLANA ETF | $1.31万 | 0.00% | 1,567 | 1,567 | — | $1.31万 | 新建仓 |
| WIX | WIX COM LTD SHS | $1.31万 | 0.00% | 145 | 145 | — | $1.31万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $1.30万 | 0.00% | 365 | 365 | — | $1.30万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.30万 | 0.00% | 284 | 284 | — | $1.30万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $1.30万 | 0.00% | 1,131 | 1,131 | — | $1.30万 | 新建仓 |
| CRWV | COREWEAVE INC COM CL A | $1.30万 | 0.00% | 168 | 168 | — | $1.30万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $1.30万 | 0.00% | 87 | 87 | — | $1.30万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.30万 | 0.00% | 141 | 141 | — | $1.30万 | 新建仓 |
| FELE | FRANKLIN ELEC INC COM | $1.29万 | 0.00% | 140 | 140 | — | $1.29万 | 新建仓 |
| EPR | EPR PPTYS COM SH BEN INT | $1.29万 | 0.00% | 258 | 258 | — | $1.29万 | 新建仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1.29万 | 0.00% | 236 | 236 | — | $1.29万 | 新建仓 |
| WCC | WESCO INTL INC COM | $1.29万 | 0.00% | 47 | 47 | — | $1.29万 | 新建仓 |
| MAC | MACERICH CO COM | $1.28万 | 0.00% | 679 | 679 | — | $1.28万 | 新建仓 |
| HOMB | HOME BANCSHARES INC COM | $1.28万 | 0.00% | 476 | 476 | — | $1.28万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $1.28万 | 0.00% | 173 | 173 | — | $1.28万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $1.28万 | 0.00% | 222 | 222 | — | $1.28万 | 新建仓 |
| STLD | STEEL DYNAMICS INC COM | $1.28万 | 0.00% | 71 | 71 | — | $1.28万 | 新建仓 |
| — | DUPONT DE NEMOURS INC COM | $1.27万 | 0.00% | 278 | 278 | — | $1.27万 | 新建仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $1.27万 | 0.00% | 120 | 120 | — | $1.27万 | 新建仓 |
| GNRC | GENERAC HLDGS INC COM | $1.27万 | 0.00% | 65 | 65 | — | $1.27万 | 新建仓 |
| HSTM | HEALTHSTREAM INC COM | $1.27万 | 0.00% | 613 | 613 | — | $1.27万 | 新建仓 |
| PSMT | PRICESMART INC COM | $1.26万 | 0.00% | 84 | 84 | — | $1.26万 | 新建仓 |
| SM | SM ENERGY COMPANY COM | $1.26万 | 0.00% | 404 | 404 | — | $1.26万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $1.26万 | 0.00% | 518 | 518 | — | $1.26万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $1.26万 | 0.00% | 150 | 150 | — | $1.26万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP COM | $1.25万 | 0.00% | 116 | 116 | — | $1.25万 | 新建仓 |
| KEN | KENON HLDGS LTD SHS | $1.25万 | 0.00% | 152 | 152 | — | $1.25万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP COM | $1.25万 | 0.00% | 174 | 174 | — | $1.25万 | 新建仓 |
| AVY | AVERY DENNISON CORP COM | $1.24万 | 0.00% | 72 | 72 | — | $1.24万 | 新建仓 |
| AR | ANTERO RESOURCES CORP COM | $1.24万 | 0.00% | 292 | 292 | — | $1.24万 | 新建仓 |
| RL | RALPH LAUREN CORP CL A | $1.24万 | 0.00% | 36 | 36 | — | $1.24万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $1.24万 | 0.00% | 290 | 290 | — | $1.24万 | 新建仓 |
| BTU | PEABODY ENERGY CORP COM | $1.24万 | 0.00% | 375 | 375 | — | $1.24万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $1.24万 | 0.00% | 635 | 635 | — | $1.24万 | 新建仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $1.23万 | 0.00% | 1,299 | 1,299 | — | $1.23万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $1.22万 | 0.00% | 326 | 326 | — | $1.22万 | 新建仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1.22万 | 0.00% | 488 | 488 | — | $1.22万 | 新建仓 |
| BFS | SAUL CTRS INC COM | $1.22万 | 0.00% | 375 | 375 | — | $1.22万 | 新建仓 |
| PATK | PATRICK INDS INC COM | $1.22万 | 0.00% | 110 | 110 | — | $1.22万 | 新建仓 |
| TXT | TEXTRON INC COM | $1.22万 | 0.00% | 139 | 139 | — | $1.22万 | 新建仓 |
| LRN | STRIDE INC COM | $1.21万 | 0.00% | 137 | 137 | — | $1.21万 | 新建仓 |
| TTD | THE TRADE DESK INC COM CL A | $1.21万 | 0.00% | 532 | 532 | — | $1.21万 | 新建仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $1.21万 | 0.00% | 400 | 400 | — | $1.21万 | 新建仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $1.20万 | 0.00% | 285 | 285 | — | $1.20万 | 新建仓 |
| CSL | CARLISLE COS INC COM | $1.20万 | 0.00% | 36 | 36 | — | $1.20万 | 新建仓 |
| GH | GUARDANT HEALTH INC COM | $1.20万 | 0.00% | 130 | 130 | — | $1.20万 | 新建仓 |
| CPAY | CORPAY INC COM SHS | $1.19万 | 0.00% | 41 | 41 | — | $1.19万 | 新建仓 |
| POWL | POWELL INDS INC COM | $1.19万 | 0.00% | 22 | 22 | — | $1.19万 | 新建仓 |
| MTZ | MASTEC INC COM | $1.19万 | 0.00% | 37 | 37 | — | $1.19万 | 新建仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $1.19万 | 0.00% | 135 | 135 | — | $1.19万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $1.19万 | 0.00% | 190 | 190 | — | $1.19万 | 新建仓 |
| EFX | EQUIFAX INC COM | $1.19万 | 0.00% | 66 | 66 | — | $1.19万 | 新建仓 |
| FIVE | FIVE BELOW INC COM | $1.19万 | 0.00% | 52 | 52 | — | $1.19万 | 新建仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $1.19万 | 0.00% | 224 | 224 | — | $1.19万 | 新建仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $1.19万 | 0.00% | 106 | 106 | — | $1.19万 | 新建仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1.18万 | 0.00% | 108 | 108 | — | $1.18万 | 新建仓 |
| NWSA | NEWS CORP NEW CL A | $1.18万 | 0.00% | 474 | 474 | — | $1.18万 | 新建仓 |
| EXEL | EXELIXIS INC COM | $1.18万 | 0.00% | 275 | 275 | — | $1.18万 | 新建仓 |
| BTG | B2GOLD CORP COM | $1.18万 | 0.00% | 2,600 | 2,600 | — | $1.18万 | 新建仓 |
| INCY | INCYTE CORP COM | $1.18万 | 0.00% | 125 | 125 | — | $1.18万 | 新建仓 |
| NXT | NEXTPOWER INC CLASS A COM | $1.17万 | 0.00% | 97 | 97 | — | $1.17万 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $1.17万 | 0.00% | 156 | 156 | — | $1.17万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $1.17万 | 0.00% | 161 | 161 | — | $1.17万 | 新建仓 |
| — | ARCOSA INC COM | $1.17万 | 0.00% | 110 | 110 | — | $1.17万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC COM | $1.17万 | 0.00% | 63 | 63 | — | $1.17万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $1.16万 | 0.00% | 440 | 440 | — | $1.16万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $1.16万 | 0.00% | 365 | 365 | — | $1.16万 | 新建仓 |
| KIM | KIMCO REALTY CORP COM | $1.16万 | 0.00% | 516 | 516 | — | $1.16万 | 新建仓 |
| FFIV | F5 INC COM | $1.16万 | 0.00% | 40 | 40 | — | $1.16万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $1.15万 | 0.00% | 204 | 204 | — | $1.15万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1.15万 | 0.00% | 310 | 310 | — | $1.15万 | 新建仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.14万 | 0.00% | 85 | 85 | — | $1.14万 | 新建仓 |
| ETSY | ETSY INC COM | $1.14万 | 0.00% | 228 | 228 | — | $1.14万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS | $1.14万 | 0.00% | 952 | 952 | — | $1.14万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC COM | $1.14万 | 0.00% | 95 | 95 | — | $1.14万 | 新建仓 |
| HOPE | HOPE BANCORP INC COM | $1.13万 | 0.00% | 1,016 | 1,016 | — | $1.13万 | 新建仓 |
| COKE | COCA COLA CONS INC COM | $1.13万 | 0.00% | 59 | 59 | — | $1.13万 | 新建仓 |
| ABCB | AMERIS BANCORP COM | $1.13万 | 0.00% | 145 | 145 | — | $1.13万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC COM | $1.13万 | 0.00% | 250 | 250 | — | $1.13万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $1.13万 | 0.00% | 122 | 122 | — | $1.13万 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $1.12万 | 0.00% | 333 | 333 | — | $1.12万 | 新建仓 |
| AIR | AAR CORP COM | $1.12万 | 0.00% | 102 | 102 | — | $1.12万 | 新建仓 |
| ALC | ALCON AG ORD SHS | $1.12万 | 0.00% | 148 | 148 | — | $1.12万 | 新建仓 |