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
WF WOORI FINL GROUP INC SPONSORED ADS $00.00%0 -143-100.0% -$9,524 清仓
— CHART INDS INC COM $00.00%0 -46-100.0% -$9,511 清仓
ZION ZIONS BANCORPORATION NATL ASSN COM $00.00%0 -165-100.0% -$9,507 清仓
LKQ LKQ CORP COM $00.00%0 -321-100.0% -$9,428 清仓
EWJ ISHARES MSCI JAPAN ETF $00.00%0 -112-100.0% -$9,427 清仓
WDFC WD 40 CO COM $00.00%0 -46-100.0% -$9,381 清仓
AKR ACADIA RLTY TR COM SH BEN INT $00.00%0 -490-100.0% -$9,369 清仓
J JACOBS SOLUTIONS INC COM $00.00%0 -73-100.0% -$9,291 清仓
SKYW SKYWEST INC COM $00.00%0 -101-100.0% -$9,275 清仓
NE NOBLE CORP PLC ORD SHS A $00.00%0 -189-100.0% -$9,274 清仓
ALNY ALNYLAM PHARMACEUTICALS INC COM $00.00%0 -28-100.0% -$9,264 清仓
SF STIFEL FINL CORP COM $00.00%0 -125-100.0% -$9,240 清仓
ESNT ESSENT GROUP LTD COM $00.00%0 -158-100.0% -$9,234 清仓
POST POST HLDGS INC COM $00.00%0 -93-100.0% -$9,194 清仓
FCN FTI CONSULTING INC COM $00.00%0 -52-100.0% -$9,192 清仓
— FIDELITY INTERNATIONAL HIGH DIVIDEND ETF $00.00%0 -333-100.0% -$9,186 清仓
HWC HANCOCK WHITNEY CORPORATION COM $00.00%0 -144-100.0% -$9,157 清仓
TRU TRANSUNION COM $00.00%0 -132-100.0% -$9,133 清仓
ADEA ADEIA INC COM $00.00%0 -380-100.0% -$9,131 清仓
YELP YELP INC CL A $00.00%0 -369-100.0% -$9,129 清仓
LW LAMB WESTON HLDGS INC COM $00.00%0 -216-100.0% -$9,128 清仓
FCPT FOUR CORNERS PPTY TR INC COM $00.00%0 -385-100.0% -$9,105 清仓
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $00.00%0 -94-100.0% -$9,090 清仓
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH $00.00%0 -269-100.0% -$9,051 清仓
MYRG MYR GROUP INC COM $00.00%0 -32-100.0% -$9,034 清仓
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $00.00%0 -85-100.0% -$9,028 清仓
PLNT PLANET FITNESS MASTER ISSUER L CL A $00.00%0 -121-100.0% -$9,000 清仓
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $00.00%0 -353-100.0% -$8,994 清仓
JPEF JPMORGAN EQUITY FOCUS ETF $00.00%0 -125-100.0% -$8,976 清仓
ICOP ISHARES COPPER AND METALS MINING ETF $00.00%0 -188-100.0% -$8,945 清仓
PBR PETROLEO BRASILEIRO S A SPONSORED ADR $00.00%0 -430-100.0% -$8,923 清仓
CLX CLOROX CO DEL COM $00.00%0 -86-100.0% -$8,912 清仓
SON SONOCO PRODS CO COM $00.00%0 -164-100.0% -$8,871 清仓
KGS KODIAK GAS SVCS INC COM $00.00%0 -152-100.0% -$8,865 清仓
REG REGENCY CTRS CORP COM $00.00%0 -117-100.0% -$8,852 清仓
AMTM AMENTUM HOLDINGS INC COM $00.00%0 -339-100.0% -$8,841 清仓
— SUPERNUS PHARMACEUTICALS COM $00.00%0 -171-100.0% -$8,839 清仓
SCI SERVICE CORP INTL COM $00.00%0 -107-100.0% -$8,829 清仓
MTD METTLER TOLEDO INTERNATIONAL COM $00.00%0 -7-100.0% -$8,828 清仓
ETD ETHAN ALLEN INTERIORS INC COM $00.00%0 -393-100.0% -$8,748 清仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $00.00%0 -45-100.0% -$8,728 清仓
MTH MERITAGE HOMES CORP COM $00.00%0 -141-100.0% -$8,719 清仓
CCJ CAMECO CORP COM $00.00%0 -80-100.0% -$8,689 清仓
— AVALONBAY CMNTYS INC COM $00.00%0 -53-100.0% -$8,658 清仓
WTFC WINTRUST FINL CORP COM $00.00%0 -62-100.0% -$8,614 清仓
EL LAUDER ESTEE COS INC CL A $00.00%0 -120-100.0% -$8,612 清仓
PRIM PRIMORIS SVCS CORP COM $00.00%0 -60-100.0% -$8,582 清仓
SEDG SOLAREDGE TECHNOLOGIES INC COM $00.00%0 -168-100.0% -$8,576 清仓
CATY CATHAY GEN BANCORP COM $00.00%0 -172-100.0% -$8,576 清仓
GEO GEO GROUP INC COM $00.00%0 -510-100.0% -$8,573 清仓
LMAT LEMAITRE VASCULAR INC COM $00.00%0 -78-100.0% -$8,515 清仓
— FIRST TRUST ALERIAN DISRUPTIVE TECHNOLOGY REAL ESTATE ETF $00.00%0 -218-100.0% -$8,496 清仓
— CATALYST PHARMACEUTICALS INC COM $00.00%0 -343-100.0% -$8,493 清仓
GHC GRAHAM HLDGS CO COM CL B $00.00%0 -8-100.0% -$8,458 清仓
DLTR DOLLAR TREE INC COM $00.00%0 -77-100.0% -$8,432 清仓
BALL BALL CORP COM $00.00%0 -142-100.0% -$8,394 清仓
CALM CAL MAINE FOODS INC COM NEW $00.00%0 -106-100.0% -$8,390 清仓
GLPI GAMING & LEISURE P COM $00.00%0 -189-100.0% -$8,386 清仓
PJT PJT PARTNERS INC COM CL A $00.00%0 -60-100.0% -$8,383 清仓
NMIH NMI HLDGS INC COM $00.00%0 -223-100.0% -$8,365 清仓
G GENPACT LIMITED SHS $00.00%0 -224-100.0% -$8,344 清仓
IEX IDEX CORP COM $00.00%0 -44-100.0% -$8,340 清仓
PB PROSPERITY BANCSHARES INC COM $00.00%0 -123-100.0% -$8,263 清仓
MGM MGM RESORTS INTERNATIONAL COM $00.00%0 -223-100.0% -$8,253 清仓
VGK VANGUARD FTSE EUROPE ETF $00.00%0 -100-100.0% -$8,243 清仓
CARG CARGURUS INC COM CL A $00.00%0 -242-100.0% -$8,240 清仓
RAMP LIVERAMP HLDGS INC COM $00.00%0 -310-100.0% -$8,221 清仓
CWEN CLEARWAY ENERGY INC CL C $00.00%0 -209-100.0% -$8,212 清仓
NTRA NATERA INC COM $00.00%0 -41-100.0% -$8,200 清仓
BBD BANCO BRADESCO S A SP ADR PFD NEW $00.00%0 -2,237-100.0% -$8,165 清仓
RBC RBC BEARINGS INC COM $00.00%0 -15-100.0% -$8,147 清仓
WAY WAYSTAR HLDG CORP COM $00.00%0 -335-100.0% -$8,077 清仓
FSEC FIDELITY INVESTMENT GRADE SECURITIZED ETF $00.00%0 -184-100.0% -$8,060 清仓
UNF UNIFIRST CORP MASS COM $00.00%0 -32-100.0% -$8,051 清仓
RING ISHARES MSCI GLOBAL GOLD MINERS ETF $00.00%0 -102-100.0% -$8,036 清仓
— NAVIENT CORPORATION COM $00.00%0 -981-100.0% -$8,025 清仓
ASH ASHLAND INC COM $00.00%0 -144-100.0% -$8,008 清仓
MOH MOLINA HEALTHCARE INC COM $00.00%0 -60-100.0% -$7,998 清仓
DOCN DIGITALOCEAN HLDGS INC COM $00.00%0 -93-100.0% -$7,978 清仓
DLX DELUXE CORP MEDIUM TERM NTS COM $00.00%0 -289-100.0% -$7,959 清仓
YOU CLEAR SECURE INC COM CL A $00.00%0 -164-100.0% -$7,939 清仓
EXPO EXPONENT INC COM $00.00%0 -121-100.0% -$7,895 清仓
VT VANGUARD TOTAL WORLD STOCK ETF $00.00%0 -57-100.0% -$7,875 清仓
VALE VALE S A SPONSORED ADS $00.00%0 -495-100.0% -$7,875 清仓
MRCY MERCURY SYS INC COM $00.00%0 -108-100.0% -$7,874 清仓
PHIN PHINIA INC COMMON STOCK $00.00%0 -115-100.0% -$7,871 清仓
RBA RB GLOBAL INC COM $00.00%0 -82-100.0% -$7,860 清仓
NTR NUTRIEN LTD COM $00.00%0 -104-100.0% -$7,848 清仓
DBX DROPBOX INC CL A $00.00%0 -345-100.0% -$7,838 清仓
PARR PAR PAC HOLDINGS INC COM NEW $00.00%0 -125-100.0% -$7,830 清仓
CNC CENTENE CORP DEL COM $00.00%0 -239-100.0% -$7,825 清仓
VLUE ISHARES MSCI USA VALUE FACTOR ETF $00.00%0 -55-100.0% -$7,820 清仓
SWK STANLEY BLACK & DECKER INC COM $00.00%0 -110-100.0% -$7,817 清仓
ALLY ALLY FINL INC COM $00.00%0 -199-100.0% -$7,807 清仓
OSK OSHKOSH CORP COM $00.00%0 -53-100.0% -$7,802 清仓
SXT SENSIENT TECHNOLOGIES CORP COM $00.00%0 -90-100.0% -$7,780 清仓
CVCO CAVCO INDS INC DEL COM $00.00%0 -16-100.0% -$7,749 清仓
TDS TELEPHONE & DATA SYS INC COM NEW $00.00%0 -184-100.0% -$7,746 清仓
PKX POSCO HOLDINGS INC SPONSORED ADR $00.00%0 -132-100.0% -$7,721 清仓
CVE CENOVUS ENERGY INC COM $00.00%0 -291-100.0% -$7,720 清仓