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
CAE CAE INC COM $00.00%0 -145-100.0% -$3,777 清仓
BUG GLOBAL X CYBERSECURITY ETF $00.00%0 -150-100.0% -$3,770 清仓
TS TENARIS S A SPONSORED ADS $00.00%0 -64-100.0% -$3,724 清仓
AEO AMERICAN EAGLE OUTFITTERS INC COM $00.00%0 -223-100.0% -$3,724 清仓
RHI ROBERT HALF INC. COM $00.00%0 -146-100.0% -$3,708 清仓
COMP COMPASS INC CL A $00.00%0 -506-100.0% -$3,699 清仓
HWKN HAWKINS INC COM $00.00%0 -24-100.0% -$3,686 清仓
SCHL SCHOLASTIC CORP COM $00.00%0 -94-100.0% -$3,672 清仓
IHAK ISHARES CYBERSECURITY & TECH ETF $00.00%0 -84-100.0% -$3,667 清仓
OPCH OPTION CARE HEALTH INC COM NEW $00.00%0 -136-100.0% -$3,661 清仓
— LXP INDUSTRIAL TRUST COM $00.00%0 -79-100.0% -$3,655 清仓
COHU COHU INC COM $00.00%0 -119-100.0% -$3,644 清仓
SCHO SCHWAB SHORT-TERM US TREASURY ETF $00.00%0 -150-100.0% -$3,641 清仓
GHM GRAHAM CORP COM $00.00%0 -46-100.0% -$3,630 清仓
OZK BANK OZK LITTLE ROCK ARK COM $00.00%0 -79-100.0% -$3,625 清仓
NTCT NETSCOUT SYS INC COM $00.00%0 -114-100.0% -$3,624 清仓
DCOM DIME CMNTY BANCSHARES INC COM $00.00%0 -107-100.0% -$3,619 清仓
RCUS ARCUS BIOSCIENCES INC COM $00.00%0 -166-100.0% -$3,586 清仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $00.00%0 -27-100.0% -$3,578 清仓
CLSK CLEANSPARK INC COM NEW $00.00%0 -419-100.0% -$3,566 清仓
TILE INTERFACE INC COM $00.00%0 -143-100.0% -$3,564 清仓
FOXF FOX FACTORY HLDG CORP COM $00.00%0 -216-100.0% -$3,555 清仓
FLR FLUOR CORP COM $00.00%0 -76-100.0% -$3,545 清仓
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF $00.00%0 -57-100.0% -$3,541 清仓
NOG NORTHERN OIL & GAS INC COM $00.00%0 -121-100.0% -$3,537 清仓
NHC NATIONAL HEALTHCARE CORP COM $00.00%0 -22-100.0% -$3,513 清仓
AAT AMERICAN ASSETS TR INC COM $00.00%0 -190-100.0% -$3,498 清仓
ADNT ADIENT PLC ORD SHS $00.00%0 -173-100.0% -$3,496 清仓
AES AES CORP COM $00.00%0 -248-100.0% -$3,494 清仓
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR $00.00%0 -570-100.0% -$3,478 清仓
AGIX KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF $00.00%0 -106-100.0% -$3,474 清仓
SW SMURFIT WESTROCK PLC SHS $00.00%0 -87-100.0% -$3,467 清仓
AMPH AMPHASTAR PHARMACEUTICALS INC COM $00.00%0 -177-100.0% -$3,467 清仓
CCOI COGENT COMM HOLDINGS INC COM NEW $00.00%0 -184-100.0% -$3,467 清仓
DRH DIAMONDROCK HOSPITALITY CO COM $00.00%0 -369-100.0% -$3,458 清仓
VAC MARRIOTT VACATIONS WORLDWIDE C COM $00.00%0 -53-100.0% -$3,451 清仓
MOS MOSAIC CO COM $00.00%0 -135-100.0% -$3,443 清仓
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A $00.00%0 -44-100.0% -$3,433 清仓
VYX NCR VOYIX CORPORATION COM $00.00%0 -542-100.0% -$3,431 清仓
MHO M/I HOMES INC COM $00.00%0 -28-100.0% -$3,429 清仓
AMH AMERICAN HOMES 4 RENT CL A $00.00%0 -122-100.0% -$3,406 清仓
DFIN DONNELLEY FINL SOLUTIONS INC COM $00.00%0 -72-100.0% -$3,394 清仓
GRBK GREEN BRICK PARTNERS INC COM $00.00%0 -52-100.0% -$3,351 清仓
ZBH ZIMMER BIOMET HOLDINGS INC COM $00.00%0 -37-100.0% -$3,346 清仓
— KENNEDY-WILSON HOLDINGS INC COM $00.00%0 -307-100.0% -$3,322 清仓
HALO HALOZYME THERAPEUTICS INC COM $00.00%0 -51-100.0% -$3,296 清仓
— FRANKLIN RESPONSIBLY SOURCED GOLD ETF $00.00%0 -53-100.0% -$3,295 清仓
CXW CORECIVIC INC COM $00.00%0 -173-100.0% -$3,271 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -62-100.0% -$3,271 清仓
CNMD CONMED CORP COM $00.00%0 -92-100.0% -$3,253 清仓
PLPC PREFORMED LINE PRODS CO COM $00.00%0 -12-100.0% -$3,249 清仓
— AMARIN CORP PLC SPONSORED ADR $00.00%0 -224-100.0% -$3,239 清仓
AOS SMITH A O CORP COM $00.00%0 -49-100.0% -$3,231 清仓
ICHR ICHOR HOLDINGS SHS $00.00%0 -69-100.0% -$3,216 清仓
CNM CORE & MAIN INC CL A $00.00%0 -65-100.0% -$3,211 清仓
WTS WATTS WATER TECHNOLOGIES INC CL A $00.00%0 -11-100.0% -$3,198 清仓
EXTR EXTREME NETWORKS INC COM $00.00%0 -212-100.0% -$3,197 清仓
CDE COEUR MNG INC COM NEW $00.00%0 -170-100.0% -$3,191 清仓
U UNITY SOFTWARE INC COM $00.00%0 -145-100.0% -$3,181 清仓
MTG MGIC INVT CORP WIS COM $00.00%0 -121-100.0% -$3,176 清仓
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF $00.00%0 -70-100.0% -$3,174 清仓
UI UBIQUITI INC COM $00.00%0 -4-100.0% -$3,161 清仓
RNG RINGCENTRAL INC CL A $00.00%0 -85-100.0% -$3,161 清仓
MSM MSC INDL DIRECT INC CL A $00.00%0 -34-100.0% -$3,137 清仓
— CLEARWAY ENERGY INC CL A $00.00%0 -80-100.0% -$3,134 清仓
VDE VANGUARD ENERGY ETF $00.00%0 -18-100.0% -$3,115 清仓
GPK GRAPHIC PACKAGING HLDG CO COM $00.00%0 -311-100.0% -$3,091 清仓
BHE BENCHMARK ELECTRS INC COM $00.00%0 -55-100.0% -$3,083 清仓
CR CRANE COMPANY COMMON STOCK $00.00%0 -18-100.0% -$3,078 清仓
RPRX ROYALTY PHARMA PLC SHS CLASS A $00.00%0 -64-100.0% -$3,070 清仓
SOFI SOFI TECHNOLOGIES INC COM $00.00%0 -193-100.0% -$3,065 清仓
ARE ALEXANDRIA REAL ESTATE EQ INC COM $00.00%0 -66-100.0% -$3,064 清仓
GDDY GODADDY INC CL A $00.00%0 -37-100.0% -$3,059 清仓
JBGS JBG SMITH PPTYS COM $00.00%0 -209-100.0% -$3,053 清仓
PZZA PAPA JOHNS INTL INC COM $00.00%0 -94-100.0% -$3,047 清仓
UEC URANIUM ENERGY CORP COM $00.00%0 -223-100.0% -$3,011 清仓
NBIS NEBIUS GROUP N.V. SHS CLASS A $00.00%0 -29-100.0% -$3,009 清仓
FHI FEDERATED HERMES INC CL B $00.00%0 -53-100.0% -$3,006 清仓
CRK COMSTOCK RES INC COM $00.00%0 -142-100.0% -$2,993 清仓
NGVT INGEVITY CORP COM $00.00%0 -42-100.0% -$2,992 清仓
— SUN CTRY AIRLS HLDGS INC COM $00.00%0 -181-100.0% -$2,990 清仓
TMDX TRANSMEDICS GROUP INC COM $00.00%0 -30-100.0% -$2,982 清仓
BE BLOOM ENERGY CORP COM CL A $00.00%0 -22-100.0% -$2,981 清仓
KREF KKR REAL ESTATE FIN TR INC COM $00.00%0 -486-100.0% -$2,974 清仓
REYN REYNOLDS CONSUMER PRODS INC COM $00.00%0 -140-100.0% -$2,965 清仓
MPT MEDICAL PROPERTIES TRUST INC COM $00.00%0 -640-100.0% -$2,963 清仓
ARI APOLLO COML REAL ESTATE FIN COM $00.00%0 -279-100.0% -$2,946 清仓
CASH PATHWARD FINANCIAL INC COM $00.00%0 -33-100.0% -$2,945 清仓
ANDE ANDERSONS INC COM $00.00%0 -41-100.0% -$2,943 清仓
PODD INSULET CORP COM $00.00%0 -14-100.0% -$2,938 清仓
AFRM AFFIRM HLDGS INC COM CL A $00.00%0 -64-100.0% -$2,932 清仓
ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF $00.00%0 -77-100.0% -$2,927 清仓
GIB CGI INC CL A SUB VTG $00.00%0 -40-100.0% -$2,924 清仓
ESS ESSEX PPTY TR INC COM $00.00%0 -12-100.0% -$2,904 清仓
SPHB INVESCO S&P 500 HIGH BETA ETF $00.00%0 -25-100.0% -$2,899 清仓
SLM SLM CORP COM $00.00%0 -135-100.0% -$2,890 清仓
GNL GLOBAL NET LEASE INC COM NEW $00.00%0 -308-100.0% -$2,883 清仓
DDS DILLARDS INC CL A $00.00%0 -5-100.0% -$2,861 清仓
MD PEDIATRIX MEDICAL GROUP INC COM $00.00%0 -133-100.0% -$2,845 清仓
WH WYNDHAM HOTELS & RESORTS INC COM $00.00%0 -35-100.0% -$2,843 清仓