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 |
|---|---|---|---|---|---|---|---|---|
| SKYW | SKYWEST INC COM | $9,275 | 0.00% | 101 | 101 | — | $9,275 | 新建仓 |
| NE | NOBLE CORP PLC ORD SHS A | $9,274 | 0.00% | 189 | 189 | — | $9,274 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $9,264 | 0.00% | 28 | 28 | — | $9,264 | 新建仓 |
| SF | STIFEL FINL CORP COM | $9,240 | 0.00% | 125 | 125 | — | $9,240 | 新建仓 |
| ESNT | ESSENT GROUP LTD COM | $9,234 | 0.00% | 158 | 158 | — | $9,234 | 新建仓 |
| POST | POST HLDGS INC COM | $9,194 | 0.00% | 93 | 93 | — | $9,194 | 新建仓 |
| FCN | FTI CONSULTING INC COM | $9,192 | 0.00% | 52 | 52 | — | $9,192 | 新建仓 |
| — | FIDELITY INTERNATIONAL HIGH DIVIDEND ETF | $9,186 | 0.00% | 333 | 333 | — | $9,186 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $9,157 | 0.00% | 144 | 144 | — | $9,157 | 新建仓 |
| TRU | TRANSUNION COM | $9,133 | 0.00% | 132 | 132 | — | $9,133 | 新建仓 |
| ADEA | ADEIA INC COM | $9,131 | 0.00% | 380 | 380 | — | $9,131 | 新建仓 |
| YELP | YELP INC CL A | $9,129 | 0.00% | 369 | 369 | — | $9,129 | 新建仓 |
| LW | LAMB WESTON HLDGS INC COM | $9,128 | 0.00% | 216 | 216 | — | $9,128 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $9,105 | 0.00% | 385 | 385 | — | $9,105 | 新建仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $9,090 | 0.00% | 94 | 94 | — | $9,090 | 新建仓 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $9,051 | 0.00% | 269 | 269 | — | $9,051 | 新建仓 |
| MYRG | MYR GROUP INC COM | $9,034 | 0.00% | 32 | 32 | — | $9,034 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $9,028 | 0.00% | 85 | 85 | — | $9,028 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER L CL A | $9,000 | 0.00% | 121 | 121 | — | $9,000 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $8,994 | 0.00% | 353 | 353 | — | $8,994 | 新建仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $8,976 | 0.00% | 125 | 125 | — | $8,976 | 新建仓 |
| ICOP | ISHARES COPPER AND METALS MINING ETF | $8,945 | 0.00% | 188 | 188 | — | $8,945 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $8,923 | 0.00% | 430 | 430 | — | $8,923 | 新建仓 |
| CLX | CLOROX CO DEL COM | $8,912 | 0.00% | 86 | 86 | — | $8,912 | 新建仓 |
| SON | SONOCO PRODS CO COM | $8,871 | 0.00% | 164 | 164 | — | $8,871 | 新建仓 |
| KGS | KODIAK GAS SVCS INC COM | $8,865 | 0.00% | 152 | 152 | — | $8,865 | 新建仓 |
| REG | REGENCY CTRS CORP COM | $8,852 | 0.00% | 117 | 117 | — | $8,852 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $8,841 | 0.00% | 339 | 339 | — | $8,841 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS COM | $8,839 | 0.00% | 171 | 171 | — | $8,839 | 新建仓 |
| SCI | SERVICE CORP INTL COM | $8,829 | 0.00% | 107 | 107 | — | $8,829 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $8,828 | 0.00% | 7 | 7 | — | $8,828 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $8,748 | 0.00% | 393 | 393 | — | $8,748 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $8,728 | 0.00% | 45 | 45 | — | $8,728 | 新建仓 |
| MTH | MERITAGE HOMES CORP COM | $8,719 | 0.00% | 141 | 141 | — | $8,719 | 新建仓 |
| CCJ | CAMECO CORP COM | $8,689 | 0.00% | 80 | 80 | — | $8,689 | 新建仓 |
| — | AVALONBAY CMNTYS INC COM | $8,658 | 0.00% | 53 | 53 | — | $8,658 | 新建仓 |
| WTFC | WINTRUST FINL CORP COM | $8,614 | 0.00% | 62 | 62 | — | $8,614 | 新建仓 |
| EL | LAUDER ESTEE COS INC CL A | $8,612 | 0.00% | 120 | 120 | — | $8,612 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP COM | $8,582 | 0.00% | 60 | 60 | — | $8,582 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $8,576 | 0.00% | 168 | 168 | — | $8,576 | 新建仓 |
| CATY | CATHAY GEN BANCORP COM | $8,576 | 0.00% | 172 | 172 | — | $8,576 | 新建仓 |
| GEO | GEO GROUP INC COM | $8,573 | 0.00% | 510 | 510 | — | $8,573 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $8,515 | 0.00% | 78 | 78 | — | $8,515 | 新建仓 |
| — | FIRST TRUST ALERIAN DISRUPTIVE TECHNOLOGY REAL ESTATE ETF | $8,496 | 0.00% | 218 | 218 | — | $8,496 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC COM | $8,493 | 0.00% | 343 | 343 | — | $8,493 | 新建仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $8,458 | 0.00% | 8 | 8 | — | $8,458 | 新建仓 |
| DLTR | DOLLAR TREE INC COM | $8,432 | 0.00% | 77 | 77 | — | $8,432 | 新建仓 |
| BALL | BALL CORP COM | $8,394 | 0.00% | 142 | 142 | — | $8,394 | 新建仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $8,390 | 0.00% | 106 | 106 | — | $8,390 | 新建仓 |
| GLPI | GAMING & LEISURE P COM | $8,386 | 0.00% | 189 | 189 | — | $8,386 | 新建仓 |
| PJT | PJT PARTNERS INC COM CL A | $8,383 | 0.00% | 60 | 60 | — | $8,383 | 新建仓 |
| NMIH | NMI HLDGS INC COM | $8,365 | 0.00% | 223 | 223 | — | $8,365 | 新建仓 |
| G | GENPACT LIMITED SHS | $8,344 | 0.00% | 224 | 224 | — | $8,344 | 新建仓 |
| IEX | IDEX CORP COM | $8,340 | 0.00% | 44 | 44 | — | $8,340 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC COM | $8,263 | 0.00% | 123 | 123 | — | $8,263 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $8,253 | 0.00% | 223 | 223 | — | $8,253 | 新建仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $8,243 | 0.00% | 100 | 100 | — | $8,243 | 新建仓 |
| CARG | CARGURUS INC COM CL A | $8,240 | 0.00% | 242 | 242 | — | $8,240 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC COM | $8,221 | 0.00% | 310 | 310 | — | $8,221 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $8,212 | 0.00% | 209 | 209 | — | $8,212 | 新建仓 |
| NTRA | NATERA INC COM | $8,200 | 0.00% | 41 | 41 | — | $8,200 | 新建仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $8,165 | 0.00% | 2,237 | 2,237 | — | $8,165 | 新建仓 |
| RBC | RBC BEARINGS INC COM | $8,147 | 0.00% | 15 | 15 | — | $8,147 | 新建仓 |
| WAY | WAYSTAR HLDG CORP COM | $8,077 | 0.00% | 335 | 335 | — | $8,077 | 新建仓 |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | $8,060 | 0.00% | 184 | 184 | — | $8,060 | 新建仓 |
| UNF | UNIFIRST CORP MASS COM | $8,051 | 0.00% | 32 | 32 | — | $8,051 | 新建仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $8,036 | 0.00% | 102 | 102 | — | $8,036 | 新建仓 |
| — | NAVIENT CORPORATION COM | $8,025 | 0.00% | 981 | 981 | — | $8,025 | 新建仓 |
| ASH | ASHLAND INC COM | $8,008 | 0.00% | 144 | 144 | — | $8,008 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC COM | $7,998 | 0.00% | 60 | 60 | — | $7,998 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $7,978 | 0.00% | 93 | 93 | — | $7,978 | 新建仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $7,959 | 0.00% | 289 | 289 | — | $7,959 | 新建仓 |
| YOU | CLEAR SECURE INC COM CL A | $7,939 | 0.00% | 164 | 164 | — | $7,939 | 新建仓 |
| EXPO | EXPONENT INC COM | $7,895 | 0.00% | 121 | 121 | — | $7,895 | 新建仓 |
| VALE | VALE S A SPONSORED ADS | $7,875 | 0.00% | 495 | 495 | — | $7,875 | 新建仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $7,875 | 0.00% | 57 | 57 | — | $7,875 | 新建仓 |
| MRCY | MERCURY SYS INC COM | $7,874 | 0.00% | 108 | 108 | — | $7,874 | 新建仓 |
| PHIN | PHINIA INC COMMON STOCK | $7,871 | 0.00% | 115 | 115 | — | $7,871 | 新建仓 |
| RBA | RB GLOBAL INC COM | $7,860 | 0.00% | 82 | 82 | — | $7,860 | 新建仓 |
| NTR | NUTRIEN LTD COM | $7,848 | 0.00% | 104 | 104 | — | $7,848 | 新建仓 |
| DBX | DROPBOX INC CL A | $7,838 | 0.00% | 345 | 345 | — | $7,838 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $7,830 | 0.00% | 125 | 125 | — | $7,830 | 新建仓 |
| CNC | CENTENE CORP DEL COM | $7,825 | 0.00% | 239 | 239 | — | $7,825 | 新建仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $7,820 | 0.00% | 55 | 55 | — | $7,820 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $7,817 | 0.00% | 110 | 110 | — | $7,817 | 新建仓 |
| ALLY | ALLY FINL INC COM | $7,807 | 0.00% | 199 | 199 | — | $7,807 | 新建仓 |
| OSK | OSHKOSH CORP COM | $7,802 | 0.00% | 53 | 53 | — | $7,802 | 新建仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $7,780 | 0.00% | 90 | 90 | — | $7,780 | 新建仓 |
| CVCO | CAVCO INDS INC DEL COM | $7,749 | 0.00% | 16 | 16 | — | $7,749 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $7,746 | 0.00% | 184 | 184 | — | $7,746 | 新建仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $7,721 | 0.00% | 132 | 132 | — | $7,721 | 新建仓 |
| CVE | CENOVUS ENERGY INC COM | $7,720 | 0.00% | 291 | 291 | — | $7,720 | 新建仓 |
| RDY | DR REDDYS LABS LTD ADR | $7,714 | 0.00% | 557 | 557 | — | $7,714 | 新建仓 |
| JJSF | J & J SNACK FOODS CORP COM | $7,689 | 0.00% | 97 | 97 | — | $7,689 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $7,678 | 0.00% | 123 | 123 | — | $7,678 | 新建仓 |
| KMPR | KEMPER CORP COM | $7,671 | 0.00% | 251 | 251 | — | $7,671 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $7,654 | 0.00% | 466 | 466 | — | $7,654 | 新建仓 |
| KFY | KORN FERRY COM NEW | $7,617 | 0.00% | 121 | 121 | — | $7,617 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $7,600 | 0.00% | 60 | 60 | — | $7,600 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD COM | $7,590 | 0.00% | 274 | 274 | — | $7,590 | 新建仓 |