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 |
|---|---|---|---|---|---|---|---|---|
| JBTM | JBT MAREL CORPORATION COM | $4,987 | 0.00% | 39 | 39 | — | $4,987 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $4,984 | 0.00% | 292 | 292 | — | $4,984 | 新建仓 |
| WY | WEYERHAEUSER CO COM NEW | $4,959 | 0.00% | 203 | 203 | — | $4,959 | 新建仓 |
| SSNC | SS&C TECH HLDGS COM | $4,933 | 0.00% | 73 | 73 | — | $4,933 | 新建仓 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $4,887 | 0.00% | 134 | 134 | — | $4,887 | 新建仓 |
| CNO | CNO FINL GROUP INC COM | $4,886 | 0.00% | 119 | 119 | — | $4,886 | 新建仓 |
| TDC | TERADATA CORP DEL COM | $4,870 | 0.00% | 190 | 190 | — | $4,870 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $4,848 | 0.00% | 28 | 28 | — | $4,848 | 新建仓 |
| VNT | VONTIER CORPORATION COM | $4,824 | 0.00% | 136 | 136 | — | $4,824 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC COM | $4,802 | 0.00% | 533 | 533 | — | $4,802 | 新建仓 |
| EZPW | EZCORP INC CL A NON VTG | $4,771 | 0.00% | 188 | 188 | — | $4,771 | 新建仓 |
| UTL | UNITIL CORP COM | $4,754 | 0.00% | 91 | 91 | — | $4,754 | 新建仓 |
| BAP | CREDICORP LTD COM | $4,749 | 0.00% | 14 | 14 | — | $4,749 | 新建仓 |
| LAD | LITHIA MTRS INC COM | $4,745 | 0.00% | 19 | 19 | — | $4,745 | 新建仓 |
| KHC | KRAFT HEINZ CO COM | $4,745 | 0.00% | 211 | 211 | — | $4,745 | 新建仓 |
| OPLN | OPENLANE INC COM | $4,722 | 0.00% | 162 | 162 | — | $4,722 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $4,711 | 0.00% | 9 | 9 | — | $4,711 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $4,698 | 0.00% | 149 | 149 | — | $4,698 | 新建仓 |
| DORM | DORMAN PRODS INC COM | $4,696 | 0.00% | 45 | 45 | — | $4,696 | 新建仓 |
| LZB | LA Z BOY INC COM | $4,692 | 0.00% | 146 | 146 | — | $4,692 | 新建仓 |
| — | FIDELITY CORPORATE BOND ETF | $4,673 | 0.00% | 99 | 99 | — | $4,673 | 新建仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $4,644 | 0.00% | 138 | 138 | — | $4,644 | 新建仓 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $4,636 | 0.00% | 143 | 143 | — | $4,636 | 新建仓 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $4,605 | 0.00% | 97 | 97 | — | $4,605 | 新建仓 |
| HLI | HOULIHAN LOKEY INC CL A | $4,596 | 0.00% | 32 | 32 | — | $4,596 | 新建仓 |
| MZTI | MARZETTI COMPANY COM | $4,565 | 0.00% | 33 | 33 | — | $4,565 | 新建仓 |
| RS | RELIANCE INC COM | $4,559 | 0.00% | 15 | 15 | — | $4,559 | 新建仓 |
| BANF | BANCFIRST CORP COM | $4,557 | 0.00% | 42 | 42 | — | $4,557 | 新建仓 |
| RVTY | REVVITY INC COM | $4,556 | 0.00% | 52 | 52 | — | $4,556 | 新建仓 |
| MTX | MINERALS TECHNOLOGIES INC COM | $4,539 | 0.00% | 64 | 64 | — | $4,539 | 新建仓 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $4,509 | 0.00% | 112 | 112 | — | $4,509 | 新建仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $4,494 | 0.00% | 90 | 90 | — | $4,494 | 新建仓 |
| ABEV | AMBEV SA SPONSORED ADR | $4,473 | 0.00% | 1,532 | 1,532 | — | $4,473 | 新建仓 |
| CLB | CORE LABORATORIES INC COM | $4,449 | 0.00% | 265 | 265 | — | $4,449 | 新建仓 |
| MC | MOELIS & CO CL A | $4,446 | 0.00% | 78 | 78 | — | $4,446 | 新建仓 |
| GATX | GATX CORP COM | $4,439 | 0.00% | 26 | 26 | — | $4,439 | 新建仓 |
| STLA | STELLANTIS N.V SHS | $4,438 | 0.00% | 626 | 626 | — | $4,438 | 新建仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $4,434 | 0.00% | 30 | 30 | — | $4,434 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $4,427 | 0.00% | 16 | 16 | — | $4,427 | 新建仓 |
| MGEE | MGE ENERGY INC COM | $4,406 | 0.00% | 57 | 57 | — | $4,406 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4,360 | 0.00% | 40 | 40 | — | $4,360 | 新建仓 |
| HP | HELMERICH & PAYNE INC COM | $4,324 | 0.00% | 120 | 120 | — | $4,324 | 新建仓 |
| UE | URBAN EDGE PPTYS COM | $4,316 | 0.00% | 216 | 216 | — | $4,316 | 新建仓 |
| INVA | INNOVIVA INC COM | $4,311 | 0.00% | 185 | 185 | — | $4,311 | 新建仓 |
| CURB | CURBLINE PPTYS CORP COM | $4,307 | 0.00% | 167 | 167 | — | $4,307 | 新建仓 |
| CVI | CVR ENERGY INC COM | $4,307 | 0.00% | 128 | 128 | — | $4,307 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP COM | $4,302 | 0.00% | 25 | 25 | — | $4,302 | 新建仓 |
| — | CENTRAIS ELET BRAS SA SPON ADS PF CL C | $4,248 | 0.00% | 389 | 389 | — | $4,248 | 新建仓 |
| IONQ | IONQ INC COM | $4,238 | 0.00% | 147 | 147 | — | $4,238 | 新建仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $4,236 | 0.00% | 163 | 163 | — | $4,236 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $4,232 | 0.00% | 221 | 221 | — | $4,232 | 新建仓 |
| MAS | MASCO CORP COM | $4,226 | 0.00% | 70 | 70 | — | $4,226 | 新建仓 |
| CLS | CELESTICA INC COM | $4,225 | 0.00% | 15 | 15 | — | $4,225 | 新建仓 |
| FFBC | 1ST FINL BANCORP COM | $4,210 | 0.00% | 151 | 151 | — | $4,210 | 新建仓 |
| WAFD | WAFD INC COM | $4,208 | 0.00% | 134 | 134 | — | $4,208 | 新建仓 |
| MTRN | MATERION CORP COM | $4,195 | 0.00% | 29 | 29 | — | $4,195 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $4,182 | 0.00% | 20 | 20 | — | $4,182 | 新建仓 |
| LII | LENNOX INTL INC COM | $4,177 | 0.00% | 9 | 9 | — | $4,177 | 新建仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $4,156 | 0.00% | 11 | 11 | — | $4,156 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $4,140 | 0.00% | 230 | 230 | — | $4,140 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $4,136 | 0.00% | 193 | 193 | — | $4,136 | 新建仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $4,106 | 0.00% | 75 | 75 | — | $4,106 | 新建仓 |
| REX | REX AMERICAN RES CORP COM | $4,101 | 0.00% | 90 | 90 | — | $4,101 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $4,081 | 0.00% | 90 | 90 | — | $4,081 | 新建仓 |
| TECH | BIO-TECHNE CORP COM | $4,076 | 0.00% | 78 | 78 | — | $4,076 | 新建仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $4,066 | 0.00% | 560 | 560 | — | $4,066 | 新建仓 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $4,066 | 0.00% | 507 | 507 | — | $4,066 | 新建仓 |
| — | THOMSON REUTERS CORP COM | $4,049 | 0.00% | 45 | 45 | — | $4,049 | 新建仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $4,033 | 0.00% | 35 | 35 | — | $4,033 | 新建仓 |
| — | FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF | $4,020 | 0.00% | 91 | 91 | — | $4,020 | 新建仓 |
| PRI | PRIMERICA INC COM | $4,008 | 0.00% | 16 | 16 | — | $4,008 | 新建仓 |
| NNI | NELNET INC CL A | $3,998 | 0.00% | 31 | 31 | — | $3,998 | 新建仓 |
| KWR | QUAKER HOUGHTON COM | $3,975 | 0.00% | 32 | 32 | — | $3,975 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $3,956 | 0.00% | 89 | 89 | — | $3,956 | 新建仓 |
| BAX | BAXTER INTL INC COM | $3,948 | 0.00% | 235 | 235 | — | $3,948 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC COM | $3,948 | 0.00% | 512 | 512 | — | $3,948 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $3,940 | 0.00% | 177 | 177 | — | $3,940 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3,939 | 0.00% | 50 | 50 | — | $3,939 | 新建仓 |
| EG | EVEREST GROUP LTD COM | $3,922 | 0.00% | 12 | 12 | — | $3,922 | 新建仓 |
| WABC | WESTAMERICA BANCORPORATION COM | $3,911 | 0.00% | 75 | 75 | — | $3,911 | 新建仓 |
| HUBS | HUBSPOT INC COM | $3,906 | 0.00% | 16 | 16 | — | $3,906 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $3,896 | 0.00% | 70 | 70 | — | $3,896 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $3,895 | 0.00% | 69 | 69 | — | $3,895 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $3,858 | 0.00% | 40 | 40 | — | $3,858 | 新建仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $3,847 | 0.00% | 73 | 73 | — | $3,847 | 新建仓 |
| ALK | ALASKA AIR GROUP INC COM | $3,825 | 0.00% | 104 | 104 | — | $3,825 | 新建仓 |
| UFCS | UNITED FIRE GROUP INC COM | $3,817 | 0.00% | 103 | 103 | — | $3,817 | 新建仓 |
| AMCR | AMCOR PLC COM NEW | $3,816 | 0.00% | 96 | 96 | — | $3,816 | 新建仓 |
| — | AVANOS MED INC COM | $3,811 | 0.00% | 272 | 272 | — | $3,811 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $3,805 | 0.00% | 34 | 34 | — | $3,805 | 新建仓 |
| CAAP | CORPORACION AMER ARPTS S A COM | $3,794 | 0.00% | 150 | 150 | — | $3,794 | 新建仓 |
| CSGP | COSTAR GROUP INC COM | $3,794 | 0.00% | 94 | 94 | — | $3,794 | 新建仓 |
| CRI | CARTERS INC COM | $3,791 | 0.00% | 106 | 106 | — | $3,791 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $3,786 | 0.00% | 31 | 31 | — | $3,786 | 新建仓 |
| CAE | CAE INC COM | $3,777 | 0.00% | 145 | 145 | — | $3,777 | 新建仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $3,770 | 0.00% | 150 | 150 | — | $3,770 | 新建仓 |
| TS | TENARIS S A SPONSORED ADS | $3,724 | 0.00% | 64 | 64 | — | $3,724 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $3,724 | 0.00% | 223 | 223 | — | $3,724 | 新建仓 |
| RHI | ROBERT HALF INC. COM | $3,708 | 0.00% | 146 | 146 | — | $3,708 | 新建仓 |
| COMP | COMPASS INC CL A | $3,699 | 0.00% | 506 | 506 | — | $3,699 | 新建仓 |