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 |
|---|---|---|---|---|---|---|---|---|
| CCI | CROWN CASTLE INC COM | $1.11万 | 0.00% | 137 | 137 | — | $1.11万 | 新建仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $1.11万 | 0.00% | 119 | -3,844 | -97.0% | -$35.97万 | 减仓 |
| GL | GLOBE LIFE INC COM | $1.11万 | 0.00% | 80 | 80 | — | $1.11万 | 新建仓 |
| PPLI | IAC INC COM NEW | $1.11万 | 0.00% | 278 | 278 | — | $1.11万 | 新建仓 |
| INSM | INSMED INC COM PAR $.01 | $1.11万 | 0.00% | 68 | 68 | — | $1.11万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP COM | $1.11万 | 0.00% | 111 | 111 | — | $1.11万 | 新建仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1.11万 | 0.00% | 200 | 200 | — | $1.11万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.11万 | 0.00% | 144 | 144 | — | $1.11万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $1.11万 | 0.00% | 1,214 | 1,214 | — | $1.11万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $1.11万 | 0.00% | 524 | 524 | — | $1.11万 | 新建仓 |
| FTV | FORTIVE CORP COM | $1.11万 | 0.00% | 200 | 200 | — | $1.11万 | 新建仓 |
| SITM | SITIME CORP COM | $1.11万 | 0.00% | 32 | 32 | — | $1.11万 | 新建仓 |
| — | WEBSTER FINL CORP COM | $1.10万 | 0.00% | 159 | 159 | — | $1.10万 | 新建仓 |
| KMT | KENNAMETAL INC COM | $1.10万 | 0.00% | 305 | 305 | — | $1.10万 | 新建仓 |
| — | FIRST TRUST SECURITIZED PLUS ETF | $1.09万 | 0.00% | 513 | 513 | — | $1.09万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $1.09万 | 0.00% | 112 | 112 | — | $1.09万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC COM | $1.09万 | 0.00% | 71 | 71 | — | $1.09万 | 新建仓 |
| ENVA | ENOVA INTL INC COM | $1.09万 | 0.00% | 80 | 80 | — | $1.09万 | 新建仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $1.09万 | 0.00% | 150 | 150 | — | $1.09万 | 新建仓 |
| IVZ | INVESCO LTD SHS | $1.09万 | 0.00% | 447 | 447 | — | $1.09万 | 新建仓 |
| PEN | PENUMBRA INC COM | $1.08万 | 0.00% | 33 | 33 | — | $1.08万 | 新建仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $1.08万 | 0.00% | 224 | 224 | — | $1.08万 | 新建仓 |
| HTH | HILLTOP HLDGS INC COM | $1.08万 | 0.00% | 301 | 301 | — | $1.08万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $1.08万 | 0.00% | 148 | 148 | — | $1.08万 | 新建仓 |
| CDW | CDW CORP COM | $1.08万 | 0.00% | 89 | 89 | — | $1.08万 | 新建仓 |
| ALLE | ALLEGION PLC ORD SHS | $1.08万 | 0.00% | 74 | 74 | — | $1.08万 | 新建仓 |
| AWR | AMER STATES WTR CO COM | $1.07万 | 0.00% | 142 | 142 | — | $1.07万 | 新建仓 |
| EVRG | EVERGY INC COM | $1.07万 | 0.00% | 131 | 131 | — | $1.07万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC COM | $1.07万 | 0.00% | 323 | 323 | — | $1.07万 | 新建仓 |
| FOX | FOX CORP CL B COM | $1.07万 | 0.00% | 202 | 202 | — | $1.07万 | 新建仓 |
| IDA | IDACORP INC COM | $1.07万 | 0.00% | 75 | 75 | — | $1.07万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $1.07万 | 0.00% | 239 | 239 | — | $1.07万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $1.07万 | 0.00% | 53 | 53 | — | $1.07万 | 新建仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $1.06万 | 0.00% | 498 | 498 | — | $1.06万 | 新建仓 |
| LAUR | LAUREATE ED INC COMMON STOCK | $1.06万 | 0.00% | 305 | 305 | — | $1.06万 | 新建仓 |
| IBN | ICICI BANK LIMITED ADR | $1.06万 | 0.00% | 409 | 409 | — | $1.06万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1.06万 | 0.00% | 179 | 179 | — | $1.06万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.06万 | 0.00% | 139 | 139 | — | $1.06万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1.06万 | 0.00% | 499 | 499 | — | $1.06万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $1.05万 | 0.00% | 168 | 168 | — | $1.05万 | 新建仓 |
| DAN | DANA INC COM | $1.05万 | 0.00% | 313 | 313 | — | $1.05万 | 新建仓 |
| MARA | MARA HOLDINGS INC COM | $1.05万 | 0.00% | 1,290 | 1,290 | — | $1.05万 | 新建仓 |
| VICI | VICI PPTYS INC COM | $1.05万 | 0.00% | 385 | 385 | — | $1.05万 | 新建仓 |
| GEF | GREIF INC CL A | $1.05万 | 0.00% | 156 | 156 | — | $1.05万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $1.04万 | 0.00% | 176 | 176 | — | $1.04万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $1.04万 | 0.00% | 123 | 123 | — | $1.04万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC COM | $1.04万 | 0.00% | 29 | 29 | — | $1.04万 | 新建仓 |
| WHD | CACTUS INC CL A | $1.04万 | 0.00% | 219 | 219 | — | $1.04万 | 新建仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1.04万 | 0.00% | 120 | 120 | — | $1.04万 | 新建仓 |
| AA | ALCOA CORP COM | $1.03万 | 0.00% | 156 | 156 | — | $1.03万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $1.03万 | 0.00% | 209 | 209 | — | $1.03万 | 新建仓 |
| ENSG | ENSIGN GROUP INC COM | $1.03万 | 0.00% | 51 | 51 | — | $1.03万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $1.02万 | 0.00% | 278 | 278 | — | $1.02万 | 新建仓 |
| MRNA | MODERNA INC COM | $1.02万 | 0.00% | 201 | 201 | — | $1.02万 | 新建仓 |
| IMTB | ISHARES CORE 5-10 YEAR USD BOND ETF | $1.02万 | 0.00% | 233 | 233 | — | $1.02万 | 新建仓 |
| EYE | NATIONAL VISION HLDGS INC COM | $1.02万 | 0.00% | 394 | 394 | — | $1.02万 | 新建仓 |
| WSO | WATSCO INC COM | $1.02万 | 0.00% | 28 | 28 | — | $1.02万 | 新建仓 |
| CNK | CINEMARK HLDGS INC COM | $1.02万 | 0.00% | 357 | 357 | — | $1.02万 | 新建仓 |
| VSEC | VSE CORP COM | $1.01万 | 0.00% | 55 | 55 | — | $1.01万 | 新建仓 |
| SKT | TANGER INC COM | $1.01万 | 0.00% | 298 | 298 | — | $1.01万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION COM | $1.01万 | 0.00% | 60 | 60 | — | $1.01万 | 新建仓 |
| BKU | BANKUNITED INC COM | $1.01万 | 0.00% | 224 | 224 | — | $1.01万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC COM | $1.01万 | 0.00% | 148 | 148 | — | $1.01万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $1.01万 | 0.00% | 38 | 38 | — | $1.01万 | 新建仓 |
| PGX | INVESCO PREFERRED ETF | $1.01万 | 0.00% | 925 | 925 | — | $1.01万 | 新建仓 |
| RDNT | RADNET INC COM | $1.01万 | 0.00% | 180 | 180 | — | $1.01万 | 新建仓 |
| HCC | WARRIOR MET COAL INC COM | $1.01万 | 0.00% | 108 | 108 | — | $1.01万 | 新建仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $1.00万 | 0.00% | 372 | 372 | — | $1.00万 | 新建仓 |
| AIZ | ASSURANT INC COM | $1.00万 | 0.00% | 46 | 46 | — | $1.00万 | 新建仓 |
| CYTK | CYTOKINETICS INC COM NEW | $1.00万 | 0.00% | 152 | 152 | — | $1.00万 | 新建仓 |
| LYFT | LYFT INC CL A COM | $1.00万 | 0.00% | 753 | 753 | — | $1.00万 | 新建仓 |
| FER | FERROVIAL NV ORD SHS | $9,953 | 0.00% | 153 | 153 | — | $9,953 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $9,920 | 0.00% | 241 | 241 | — | $9,920 | 新建仓 |
| MUSA | MURPHY USA INC COM | $9,879 | 0.00% | 20 | 20 | — | $9,879 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $9,871 | 0.00% | 140 | 140 | — | $9,871 | 新建仓 |
| GEN | GEN DIGITAL INC COM | $9,867 | 0.00% | 524 | 524 | — | $9,867 | 新建仓 |
| TRMB | TRIMBLE INC COM | $9,850 | 0.00% | 151 | 151 | — | $9,850 | 新建仓 |
| SEIC | SEI INVTS CO COM | $9,809 | 0.00% | 125 | 125 | — | $9,809 | 新建仓 |
| ITRI | ITRON INC COM | $9,770 | 0.00% | 109 | 109 | — | $9,770 | 新建仓 |
| ECHO | ECHOSTAR CORP CL A | $9,717 | 0.00% | 83 | 83 | — | $9,717 | 新建仓 |
| STWD | STARWOOD PPTY TR INC COM | $9,712 | 0.00% | 564 | 564 | — | $9,712 | 新建仓 |
| FOXA | FOX CORP CL A COM | $9,694 | 0.00% | 166 | 166 | — | $9,694 | 新建仓 |
| FTDR | FRONTDOOR INC COM | $9,673 | 0.00% | 183 | 183 | — | $9,673 | 新建仓 |
| BRC | BRADY CORP CL A | $9,668 | 0.00% | 119 | 119 | — | $9,668 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $9,650 | 0.00% | 581 | 581 | — | $9,650 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $9,643 | 0.00% | 265 | 265 | — | $9,643 | 新建仓 |
| GEF/B | GREIF INC CL B | $9,629 | 0.00% | 110 | 110 | — | $9,629 | 新建仓 |
| KBH | KB HOME COM | $9,626 | 0.00% | 186 | 186 | — | $9,626 | 新建仓 |
| CENX | CENTURY ALUM CO COM | $9,625 | 0.00% | 164 | 164 | — | $9,625 | 新建仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $9,620 | 0.00% | 363 | 363 | — | $9,620 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $9,587 | 0.00% | 119 | 119 | — | $9,587 | 新建仓 |
| CTRE | CARETRUST REIT INC COM | $9,529 | 0.00% | 260 | 260 | — | $9,529 | 新建仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $9,524 | 0.00% | 143 | 143 | — | $9,524 | 新建仓 |
| — | CHART INDS INC COM | $9,511 | 0.00% | 46 | 46 | — | $9,511 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $9,507 | 0.00% | 165 | 165 | — | $9,507 | 新建仓 |
| LKQ | LKQ CORP COM | $9,428 | 0.00% | 321 | 321 | — | $9,428 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $9,427 | 0.00% | 112 | 112 | — | $9,427 | 新建仓 |
| WDFC | WD 40 CO COM | $9,381 | 0.00% | 46 | 46 | — | $9,381 | 新建仓 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $9,369 | 0.00% | 490 | 490 | — | $9,369 | 新建仓 |
| J | JACOBS SOLUTIONS INC COM | $9,291 | 0.00% | 73 | 73 | — | $9,291 | 新建仓 |