TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BOOT | BOOT BARN HLDGS INC COM | $0 | 0.00% | 0 | -94 | -100.0% | -$1.38万 | 清仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $0 | 0.00% | 0 | -824 | -100.0% | -$1.37万 | 清仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $0 | 0.00% | 0 | -551 | -100.0% | -$1.37万 | 清仓 |
| — | ISHARES GLOBAL EQUITY FACTOR ETF | $0 | 0.00% | 0 | -263 | -100.0% | -$1.37万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $0 | 0.00% | 0 | -55 | -100.0% | -$1.37万 | 清仓 |
| — | PGIM JENNISON FOCUSED MID-CAP ETF | $0 | 0.00% | 0 | -223 | -100.0% | -$1.37万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $0 | 0.00% | 0 | -88 | -100.0% | -$1.37万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $0 | 0.00% | 0 | -79 | -100.0% | -$1.36万 | 清仓 |
| MLI | MUELLER INDS INC COM | $0 | 0.00% | 0 | -123 | -100.0% | -$1.36万 | 清仓 |
| ULTA | ULTA BEAUTY INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$1.36万 | 清仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $0 | 0.00% | 0 | -122 | -100.0% | -$1.35万 | 清仓 |
| PTC | PTC INC COM | $0 | 0.00% | 0 | -95 | -100.0% | -$1.35万 | 清仓 |
| MGA | MAGNA INTL INC COM | $0 | 0.00% | 0 | -242 | -100.0% | -$1.35万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $0 | 0.00% | 0 | -128 | -100.0% | -$1.34万 | 清仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $0 | 0.00% | 0 | -449 | -100.0% | -$1.34万 | 清仓 |
| CG | CARLYLE GROUP INC COM | $0 | 0.00% | 0 | -276 | -100.0% | -$1.34万 | 清仓 |
| VLTO | VERALTO CORP COM SHS | $0 | 0.00% | 0 | -151 | -100.0% | -$1.34万 | 清仓 |
| GTLB | GITLAB INC CLASS A COM | $0 | 0.00% | 0 | -615 | -100.0% | -$1.33万 | 清仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $0 | 0.00% | 0 | -1,482 | -100.0% | -$1.33万 | 清仓 |
| WSFS | WSFS FINL CORP COM | $0 | 0.00% | 0 | -203 | -100.0% | -$1.33万 | 清仓 |
| CVSA | COVISTA INC COM | $0 | 0.00% | 0 | -115 | -100.0% | -$1.33万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $0 | 0.00% | 0 | -101 | -100.0% | -$1.32万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -142 | -100.0% | -$1.32万 | 清仓 |
| LCID | LUCID GROUP INC COM NEW | $0 | 0.00% | 0 | -1,378 | -100.0% | -$1.31万 | 清仓 |
| DXCM | DEXCOM INC COM | $0 | 0.00% | 0 | -209 | -100.0% | -$1.31万 | 清仓 |
| — | SOLANA ETF | $0 | 0.00% | 0 | -1,567 | -100.0% | -$1.31万 | 清仓 |
| WIX | WIX COM LTD SHS | $0 | 0.00% | 0 | -145 | -100.0% | -$1.31万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $0 | 0.00% | 0 | -365 | -100.0% | -$1.30万 | 清仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -284 | -100.0% | -$1.30万 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $0 | 0.00% | 0 | -1,131 | -100.0% | -$1.30万 | 清仓 |
| CRWV | COREWEAVE INC COM CL A | $0 | 0.00% | 0 | -168 | -100.0% | -$1.30万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $0 | 0.00% | 0 | -87 | -100.0% | -$1.30万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $0 | 0.00% | 0 | -141 | -100.0% | -$1.30万 | 清仓 |
| FELE | FRANKLIN ELEC INC COM | $0 | 0.00% | 0 | -140 | -100.0% | -$1.29万 | 清仓 |
| EPR | EPR PPTYS COM SH BEN INT | $0 | 0.00% | 0 | -258 | -100.0% | -$1.29万 | 清仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $0 | 0.00% | 0 | -236 | -100.0% | -$1.29万 | 清仓 |
| WCC | WESCO INTL INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$1.29万 | 清仓 |
| MAC | MACERICH CO COM | $0 | 0.00% | 0 | -679 | -100.0% | -$1.28万 | 清仓 |
| HOMB | HOME BANCSHARES INC COM | $0 | 0.00% | 0 | -476 | -100.0% | -$1.28万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $0 | 0.00% | 0 | -173 | -100.0% | -$1.28万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $0 | 0.00% | 0 | -222 | -100.0% | -$1.28万 | 清仓 |
| STLD | STEEL DYNAMICS INC COM | $0 | 0.00% | 0 | -71 | -100.0% | -$1.28万 | 清仓 |
| — | DUPONT DE NEMOURS INC COM | $0 | 0.00% | 0 | -93 | -100.0% | -$1.27万 | 清仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $0 | 0.00% | 0 | -120 | -100.0% | -$1.27万 | 清仓 |
| GNRC | GENERAC HLDGS INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$1.27万 | 清仓 |
| HSTM | HEALTHSTREAM INC COM | $0 | 0.00% | 0 | -613 | -100.0% | -$1.27万 | 清仓 |
| PSMT | PRICESMART INC COM | $0 | 0.00% | 0 | -84 | -100.0% | -$1.26万 | 清仓 |
| SM | SM ENERGY COMPANY COM | $0 | 0.00% | 0 | -404 | -100.0% | -$1.26万 | 清仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $0 | 0.00% | 0 | -518 | -100.0% | -$1.26万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $0 | 0.00% | 0 | -150 | -100.0% | -$1.26万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP COM | $0 | 0.00% | 0 | -116 | -100.0% | -$1.25万 | 清仓 |
| KEN | KENON HLDGS LTD SHS | $0 | 0.00% | 0 | -152 | -100.0% | -$1.25万 | 清仓 |
| LNT | ALLIANT ENERGY CORP COM | $0 | 0.00% | 0 | -174 | -100.0% | -$1.25万 | 清仓 |
| AVY | AVERY DENNISON CORP COM | $0 | 0.00% | 0 | -72 | -100.0% | -$1.24万 | 清仓 |
| AR | ANTERO RESOURCES CORP COM | $0 | 0.00% | 0 | -292 | -100.0% | -$1.24万 | 清仓 |
| RL | RALPH LAUREN CORP CL A | $0 | 0.00% | 0 | -36 | -100.0% | -$1.24万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $0 | 0.00% | 0 | -290 | -100.0% | -$1.24万 | 清仓 |
| BTU | PEABODY ENERGY CORP COM | $0 | 0.00% | 0 | -375 | -100.0% | -$1.24万 | 清仓 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $0 | 0.00% | 0 | -635 | -100.0% | -$1.24万 | 清仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $0 | 0.00% | 0 | -1,299 | -100.0% | -$1.23万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO COM | $0 | 0.00% | 0 | -326 | -100.0% | -$1.22万 | 清仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $0 | 0.00% | 0 | -488 | -100.0% | -$1.22万 | 清仓 |
| BFS | SAUL CTRS INC COM | $0 | 0.00% | 0 | -375 | -100.0% | -$1.22万 | 清仓 |
| PATK | PATRICK INDS INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$1.22万 | 清仓 |
| TXT | TEXTRON INC COM | $0 | 0.00% | 0 | -139 | -100.0% | -$1.22万 | 清仓 |
| LRN | STRIDE INC COM | $0 | 0.00% | 0 | -137 | -100.0% | -$1.21万 | 清仓 |
| TTD | THE TRADE DESK INC COM CL A | $0 | 0.00% | 0 | -532 | -100.0% | -$1.21万 | 清仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $0 | 0.00% | 0 | -400 | -100.0% | -$1.21万 | 清仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $0 | 0.00% | 0 | -285 | -100.0% | -$1.20万 | 清仓 |
| CSL | CARLISLE COS INC COM | $0 | 0.00% | 0 | -36 | -100.0% | -$1.20万 | 清仓 |
| GH | GUARDANT HEALTH INC COM | $0 | 0.00% | 0 | -130 | -100.0% | -$1.20万 | 清仓 |
| CPAY | CORPAY INC COM SHS | $0 | 0.00% | 0 | -41 | -100.0% | -$1.19万 | 清仓 |
| MTZ | MASTEC INC COM | $0 | 0.00% | 0 | -37 | -100.0% | -$1.19万 | 清仓 |
| POWL | POWELL INDS INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$1.19万 | 清仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $0 | 0.00% | 0 | -135 | -100.0% | -$1.19万 | 清仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $0 | 0.00% | 0 | -190 | -100.0% | -$1.19万 | 清仓 |
| EFX | EQUIFAX INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$1.19万 | 清仓 |
| FIVE | FIVE BELOW INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$1.19万 | 清仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $0 | 0.00% | 0 | -224 | -100.0% | -$1.19万 | 清仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $0 | 0.00% | 0 | -106 | -100.0% | -$1.19万 | 清仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -108 | -100.0% | -$1.18万 | 清仓 |
| NWSA | NEWS CORP NEW CL A | $0 | 0.00% | 0 | -474 | -100.0% | -$1.18万 | 清仓 |
| EXEL | EXELIXIS INC COM | $0 | 0.00% | 0 | -275 | -100.0% | -$1.18万 | 清仓 |
| BTG | B2GOLD CORP COM | $0 | 0.00% | 0 | -2,600 | -100.0% | -$1.18万 | 清仓 |
| INCY | INCYTE CORP COM | $0 | 0.00% | 0 | -125 | -100.0% | -$1.18万 | 清仓 |
| NXT | NEXTPOWER INC CLASS A COM | $0 | 0.00% | 0 | -97 | -100.0% | -$1.17万 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $0 | 0.00% | 0 | -156 | -100.0% | -$1.17万 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $0 | 0.00% | 0 | -161 | -100.0% | -$1.17万 | 清仓 |
| — | ARCOSA INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$1.17万 | 清仓 |
| EGP | EASTGROUP PPTYS INC COM | $0 | 0.00% | 0 | -63 | -100.0% | -$1.17万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $0 | 0.00% | 0 | -440 | -100.0% | -$1.16万 | 清仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $0 | 0.00% | 0 | -365 | -100.0% | -$1.16万 | 清仓 |
| KIM | KIMCO REALTY CORP COM | $0 | 0.00% | 0 | -516 | -100.0% | -$1.16万 | 清仓 |
| FFIV | F5 INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$1.16万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $0 | 0.00% | 0 | -204 | -100.0% | -$1.15万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $0 | 0.00% | 0 | -310 | -100.0% | -$1.15万 | 清仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $0 | 0.00% | 0 | -85 | -100.0% | -$1.14万 | 清仓 |
| ETSY | ETSY INC COM | $0 | 0.00% | 0 | -228 | -100.0% | -$1.14万 | 清仓 |
| ELPC | COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS | $0 | 0.00% | 0 | -952 | -100.0% | -$1.14万 | 清仓 |
| PLMR | PALOMAR HLDGS INC COM | $0 | 0.00% | 0 | -95 | -100.0% | -$1.14万 | 清仓 |