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 |
|---|---|---|---|---|---|---|---|---|
| HWKN | HAWKINS INC COM | $3,686 | 0.00% | 24 | 24 | — | $3,686 | 新建仓 |
| SCHL | SCHOLASTIC CORP COM | $3,672 | 0.00% | 94 | 94 | — | $3,672 | 新建仓 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $3,667 | 0.00% | 84 | 84 | — | $3,667 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $3,661 | 0.00% | 136 | 136 | — | $3,661 | 新建仓 |
| — | LXP INDUSTRIAL TRUST COM | $3,655 | 0.00% | 79 | 79 | — | $3,655 | 新建仓 |
| COHU | COHU INC COM | $3,644 | 0.00% | 119 | 119 | — | $3,644 | 新建仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $3,641 | 0.00% | 150 | 150 | — | $3,641 | 新建仓 |
| GHM | GRAHAM CORP COM | $3,630 | 0.00% | 46 | 46 | — | $3,630 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $3,625 | 0.00% | 79 | 79 | — | $3,625 | 新建仓 |
| NTCT | NETSCOUT SYS INC COM | $3,624 | 0.00% | 114 | 114 | — | $3,624 | 新建仓 |
| DCOM | DIME CMNTY BANCSHARES INC COM | $3,619 | 0.00% | 107 | 107 | — | $3,619 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC COM | $3,586 | 0.00% | 166 | 166 | — | $3,586 | 新建仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $3,578 | 0.00% | 27 | 27 | — | $3,578 | 新建仓 |
| CLSK | CLEANSPARK INC COM NEW | $3,566 | 0.00% | 419 | 419 | — | $3,566 | 新建仓 |
| TILE | INTERFACE INC COM | $3,564 | 0.00% | 143 | 143 | — | $3,564 | 新建仓 |
| FOXF | FOX FACTORY HLDG CORP COM | $3,555 | 0.00% | 216 | 216 | — | $3,555 | 新建仓 |
| FLR | FLUOR CORP COM | $3,545 | 0.00% | 76 | 76 | — | $3,545 | 新建仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $3,541 | 0.00% | 57 | 57 | — | $3,541 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC COM | $3,537 | 0.00% | 121 | 121 | — | $3,537 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $3,513 | 0.00% | 22 | 22 | — | $3,513 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC COM | $3,498 | 0.00% | 190 | 190 | — | $3,498 | 新建仓 |
| ADNT | ADIENT PLC ORD SHS | $3,496 | 0.00% | 173 | 173 | — | $3,496 | 新建仓 |
| AES | AES CORP COM | $3,494 | 0.00% | 248 | 248 | — | $3,494 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $3,478 | 0.00% | 114 | 114 | — | $3,478 | 新建仓 |
| AGIX | KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $3,474 | 0.00% | 106 | 106 | — | $3,474 | 新建仓 |
| SW | SMURFIT WESTROCK PLC SHS | $3,467 | 0.00% | 87 | 87 | — | $3,467 | 新建仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $3,467 | 0.00% | 177 | 177 | — | $3,467 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $3,467 | 0.00% | 184 | 184 | — | $3,467 | 新建仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $3,458 | 0.00% | 369 | 369 | — | $3,458 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $3,451 | 0.00% | 53 | 53 | — | $3,451 | 新建仓 |
| MOS | MOSAIC CO COM | $3,443 | 0.00% | 135 | 135 | — | $3,443 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $3,433 | 0.00% | 44 | 44 | — | $3,433 | 新建仓 |
| VYX | NCR VOYIX CORPORATION COM | $3,431 | 0.00% | 542 | 542 | — | $3,431 | 新建仓 |
| MHO | M/I HOMES INC COM | $3,429 | 0.00% | 28 | 28 | — | $3,429 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $3,406 | 0.00% | 122 | 122 | — | $3,406 | 新建仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $3,394 | 0.00% | 72 | 72 | — | $3,394 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $3,351 | 0.00% | 52 | 52 | — | $3,351 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3,346 | 0.00% | 37 | 37 | — | $3,346 | 新建仓 |
| — | KENNEDY-WILSON HOLDINGS INC COM | $3,322 | 0.00% | 307 | 307 | — | $3,322 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $3,296 | 0.00% | 51 | 51 | — | $3,296 | 新建仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $3,295 | 0.00% | 53 | 53 | — | $3,295 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3,271 | 0.00% | 62 | 62 | — | $3,271 | 新建仓 |
| CXW | CORECIVIC INC COM | $3,271 | 0.00% | 173 | 173 | — | $3,271 | 新建仓 |
| CNMD | CONMED CORP COM | $3,253 | 0.00% | 92 | 92 | — | $3,253 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $3,249 | 0.00% | 12 | 12 | — | $3,249 | 新建仓 |
| — | AMARIN CORP PLC SPONSORED ADR | $3,239 | 0.00% | 224 | 224 | — | $3,239 | 新建仓 |
| AOS | SMITH A O CORP COM | $3,231 | 0.00% | 49 | 49 | — | $3,231 | 新建仓 |
| ICHR | ICHOR HOLDINGS SHS | $3,216 | 0.00% | 69 | 69 | — | $3,216 | 新建仓 |
| CNM | CORE & MAIN INC CL A | $3,211 | 0.00% | 65 | 65 | — | $3,211 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $3,198 | 0.00% | 11 | 11 | — | $3,198 | 新建仓 |
| EXTR | EXTREME NETWORKS INC COM | $3,197 | 0.00% | 212 | 212 | — | $3,197 | 新建仓 |
| CDE | COEUR MNG INC COM NEW | $3,191 | 0.00% | 170 | 170 | — | $3,191 | 新建仓 |
| U | UNITY SOFTWARE INC COM | $3,181 | 0.00% | 145 | 145 | — | $3,181 | 新建仓 |
| MTG | MGIC INVT CORP WIS COM | $3,176 | 0.00% | 121 | 121 | — | $3,176 | 新建仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $3,174 | 0.00% | 70 | 70 | — | $3,174 | 新建仓 |
| UI | UBIQUITI INC COM | $3,161 | 0.00% | 4 | 4 | — | $3,161 | 新建仓 |
| RNG | RINGCENTRAL INC CL A | $3,161 | 0.00% | 85 | 85 | — | $3,161 | 新建仓 |
| MSM | MSC INDL DIRECT INC CL A | $3,137 | 0.00% | 34 | 34 | — | $3,137 | 新建仓 |
| — | CLEARWAY ENERGY INC CL A | $3,134 | 0.00% | 80 | 80 | — | $3,134 | 新建仓 |
| VDE | VANGUARD ENERGY ETF | $3,115 | 0.00% | 18 | 18 | — | $3,115 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $3,091 | 0.00% | 311 | 311 | — | $3,091 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC COM | $3,083 | 0.00% | 55 | 55 | — | $3,083 | 新建仓 |
| CR | CRANE COMPANY COMMON STOCK | $3,078 | 0.00% | 18 | 18 | — | $3,078 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $3,070 | 0.00% | 64 | 64 | — | $3,070 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $3,065 | 0.00% | 193 | 193 | — | $3,065 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $3,064 | 0.00% | 66 | 66 | — | $3,064 | 新建仓 |
| GDDY | GODADDY INC CL A | $3,059 | 0.00% | 37 | 37 | — | $3,059 | 新建仓 |
| JBGS | JBG SMITH PPTYS COM | $3,053 | 0.00% | 209 | 209 | — | $3,053 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC COM | $3,047 | 0.00% | 94 | 94 | — | $3,047 | 新建仓 |
| UEC | URANIUM ENERGY CORP COM | $3,011 | 0.00% | 223 | 223 | — | $3,011 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $3,009 | 0.00% | 29 | 29 | — | $3,009 | 新建仓 |
| FHI | FEDERATED HERMES INC CL B | $3,006 | 0.00% | 53 | 53 | — | $3,006 | 新建仓 |
| CRK | COMSTOCK RES INC COM | $2,993 | 0.00% | 142 | 142 | — | $2,993 | 新建仓 |
| NGVT | INGEVITY CORP COM | $2,992 | 0.00% | 42 | 42 | — | $2,992 | 新建仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $2,990 | 0.00% | 181 | 181 | — | $2,990 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $2,982 | 0.00% | 30 | 30 | — | $2,982 | 新建仓 |
| BE | BLOOM ENERGY CORP COM CL A | $2,981 | 0.00% | 22 | 22 | — | $2,981 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC COM | $2,974 | 0.00% | 486 | 486 | — | $2,974 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $2,965 | 0.00% | 140 | 140 | — | $2,965 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $2,963 | 0.00% | 640 | 640 | — | $2,963 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN COM | $2,946 | 0.00% | 279 | 279 | — | $2,946 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC COM | $2,945 | 0.00% | 33 | 33 | — | $2,945 | 新建仓 |
| ANDE | ANDERSONS INC COM | $2,943 | 0.00% | 41 | 41 | — | $2,943 | 新建仓 |
| PODD | INSULET CORP COM | $2,938 | 0.00% | 14 | 14 | — | $2,938 | 新建仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $2,932 | 0.00% | 64 | 64 | — | $2,932 | 新建仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $2,927 | 0.00% | 77 | 77 | — | $2,927 | 新建仓 |
| GIB | CGI INC CL A SUB VTG | $2,924 | 0.00% | 40 | 40 | — | $2,924 | 新建仓 |
| ESS | ESSEX PPTY TR INC COM | $2,904 | 0.00% | 12 | 12 | — | $2,904 | 新建仓 |
| SPHB | INVESCO S&P 500 HIGH BETA ETF | $2,899 | 0.00% | 25 | 25 | — | $2,899 | 新建仓 |
| SLM | SLM CORP COM | $2,890 | 0.00% | 135 | 135 | — | $2,890 | 新建仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $2,883 | 0.00% | 308 | 308 | — | $2,883 | 新建仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $2,866 | 0.00% | 27 | 27 | — | $2,866 | 新建仓 |
| DDS | DILLARDS INC CL A | $2,861 | 0.00% | 5 | 5 | — | $2,861 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $2,845 | 0.00% | 133 | 133 | — | $2,845 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $2,843 | 0.00% | 35 | 35 | — | $2,843 | 新建仓 |
| TMP | TOMPKINS FINL CORP COM | $2,838 | 0.00% | 36 | 36 | — | $2,838 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $2,823 | 0.00% | 29 | 29 | — | $2,823 | 新建仓 |
| FDS | FACTSET RESH SYS INC COM | $2,821 | 0.00% | 13 | 13 | — | $2,821 | 新建仓 |
| GME | GAMESTOP CORP CL A | $2,811 | 0.00% | 122 | 122 | — | $2,811 | 新建仓 |
| UDR | UDR INC COM | $2,804 | 0.00% | 83 | 83 | — | $2,804 | 新建仓 |