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
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
BBEU JPMORGAN BETABUILDERS EUROPE ETF $00.00%0 -150-100.0% -$1.09万 清仓
IVZ INVESCO LTD SHS $00.00%0 -447-100.0% -$1.09万 清仓
PEN PENUMBRA INC COM $00.00%0 -33-100.0% -$1.08万 清仓
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND $00.00%0 -224-100.0% -$1.08万 清仓
HTH HILLTOP HLDGS INC COM $00.00%0 -301-100.0% -$1.08万 清仓
SFBS SERVISFIRST BANCSHARES INC COM $00.00%0 -148-100.0% -$1.08万 清仓
CDW CDW CORP COM $00.00%0 -89-100.0% -$1.08万 清仓
ALLE ALLEGION PLC ORD SHS $00.00%0 -74-100.0% -$1.08万 清仓
AWR AMER STATES WTR CO COM $00.00%0 -142-100.0% -$1.07万 清仓
EVRG EVERGY INC COM $00.00%0 -131-100.0% -$1.07万 清仓
TGTX TG THERAPEUTICS INC COM $00.00%0 -323-100.0% -$1.07万 清仓
FOX FOX CORP CL B COM $00.00%0 -202-100.0% -$1.07万 清仓
IDA IDACORP INC COM $00.00%0 -75-100.0% -$1.07万 清仓
ZWS ZURN ELKAY WATER SOLNS CORP COM $00.00%0 -239-100.0% -$1.07万 清仓
TKO TKO GROUP HOLDINGS INC CL A $00.00%0 -53-100.0% -$1.07万 清仓
FBP FIRST BANCORP CORPORATION COM NEW $00.00%0 -498-100.0% -$1.06万 清仓
LAUR LAUREATE ED INC COMMON STOCK $00.00%0 -305-100.0% -$1.06万 清仓
IBN ICICI BANK LIMITED ADR $00.00%0 -409-100.0% -$1.06万 清仓
VMRK EQUITY RESIDENTIAL SH BEN INT $00.00%0 -179-100.0% -$1.06万 清仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $00.00%0 -139-100.0% -$1.06万 清仓
PFS PROVIDENT FINL SVCS INC COM $00.00%0 -499-100.0% -$1.06万 清仓
ARWR ARROWHEAD PHARMACEUTICALS INC COM $00.00%0 -168-100.0% -$1.05万 清仓
DAN DANA INC COM $00.00%0 -313-100.0% -$1.05万 清仓
MARA MARA HOLDINGS INC COM $00.00%0 -1,290-100.0% -$1.05万 清仓
VICI VICI PPTYS INC COM $00.00%0 -385-100.0% -$1.05万 清仓
GEF GREIF INC CL A $00.00%0 -156-100.0% -$1.05万 清仓
PBH PRESTIGE CONSMR HEALTHCARE INC COM $00.00%0 -176-100.0% -$1.04万 清仓
SIG SIGNET JEWELERS LIMITED SHS $00.00%0 -123-100.0% -$1.04万 清仓
DPZ DOMINOS PIZZA INC COM $00.00%0 -29-100.0% -$1.04万 清仓
WHD CACTUS INC CL A $00.00%0 -219-100.0% -$1.04万 清仓
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $00.00%0 -120-100.0% -$1.04万 清仓
AA ALCOA CORP COM $00.00%0 -156-100.0% -$1.03万 清仓
CBSH COMMERCE BANCSHARES INC COM $00.00%0 -209-100.0% -$1.03万 清仓
ENSG ENSIGN GROUP INC COM $00.00%0 -51-100.0% -$1.03万 清仓
HASI HA SUSTAINABLE INFRA CAP INC COM $00.00%0 -278-100.0% -$1.02万 清仓
MRNA MODERNA INC COM $00.00%0 -201-100.0% -$1.02万 清仓
IMTB ISHARES CORE 5-10 YEAR USD BOND ETF $00.00%0 -233-100.0% -$1.02万 清仓
EYE NATIONAL VISION HLDGS INC COM $00.00%0 -394-100.0% -$1.02万 清仓
WSO WATSCO INC COM $00.00%0 -28-100.0% -$1.02万 清仓
CNK CINEMARK HLDGS INC COM $00.00%0 -357-100.0% -$1.02万 清仓
VSEC VSE CORP COM $00.00%0 -55-100.0% -$1.01万 清仓
SKT TANGER INC COM $00.00%0 -298-100.0% -$1.01万 清仓
SNX TD SYNNEX CORPORATION COM $00.00%0 -60-100.0% -$1.01万 清仓
BKU BANKUNITED INC COM $00.00%0 -224-100.0% -$1.01万 清仓
VOYA VOYA FINANCIAL INC COM $00.00%0 -148-100.0% -$1.01万 清仓
AIT APPLIED INDL TECHNOLOGIES INC COM $00.00%0 -38-100.0% -$1.01万 清仓
PGX INVESCO PREFERRED ETF $00.00%0 -925-100.0% -$1.01万 清仓
RDNT RADNET INC COM $00.00%0 -180-100.0% -$1.01万 清仓
HCC WARRIOR MET COAL INC COM $00.00%0 -108-100.0% -$1.01万 清仓
LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK $00.00%0 -372-100.0% -$1.00万 清仓
AIZ ASSURANT INC COM $00.00%0 -46-100.0% -$1.00万 清仓
CYTK CYTOKINETICS INC COM NEW $00.00%0 -152-100.0% -$1.00万 清仓
LYFT LYFT INC CL A COM $00.00%0 -753-100.0% -$1.00万 清仓
FER FERROVIAL NV ORD SHS $00.00%0 -153-100.0% -$9,953 清仓
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT $00.00%0 -241-100.0% -$9,920 清仓
MUSA MURPHY USA INC COM $00.00%0 -20-100.0% -$9,879 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $00.00%0 -140-100.0% -$9,871 清仓
GEN GEN DIGITAL INC COM $00.00%0 -524-100.0% -$9,867 清仓
TRMB TRIMBLE INC COM $00.00%0 -151-100.0% -$9,850 清仓
SEIC SEI INVTS CO COM $00.00%0 -125-100.0% -$9,809 清仓
ITRI ITRON INC COM $00.00%0 -109-100.0% -$9,770 清仓
ECHO ECHOSTAR CORP CL A $00.00%0 -83-100.0% -$9,717 清仓
STWD STARWOOD PPTY TR INC COM $00.00%0 -564-100.0% -$9,712 清仓
FOXA FOX CORP CL A COM $00.00%0 -166-100.0% -$9,694 清仓
FTDR FRONTDOOR INC COM $00.00%0 -183-100.0% -$9,673 清仓
BRC BRADY CORP CL A $00.00%0 -119-100.0% -$9,668 清仓
BPRE BLUEROCK PVT REAL ESTATE FD COM $00.00%0 -581-100.0% -$9,650 清仓
APAM ARTISAN PARTNERS ASSET MGMT I CL A $00.00%0 -265-100.0% -$9,643 清仓
GEF/B GREIF INC CL B $00.00%0 -110-100.0% -$9,629 清仓
KBH KB HOME COM $00.00%0 -186-100.0% -$9,626 清仓
CENX CENTURY ALUM CO COM $00.00%0 -164-100.0% -$9,625 清仓
OUT OUTFRONT MEDIA INC COM NEW $00.00%0 -363-100.0% -$9,620 清仓
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $00.00%0 -119-100.0% -$9,587 清仓
CTRE CARETRUST REIT INC COM $00.00%0 -260-100.0% -$9,529 清仓