13F 机构持仓

TWIN PEAKS WEALTH ADVISORS, LLC

SAN FRANCISCO CA · SEC CIK 0002006218

2026Q22026Q1 更早 9 个季度 🔒
$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
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

AAPL 4.8%
IVV 3.9%
IVE 2.9%
NVDA 2.9%
IVW 2.6%
IEMG 2.6%
DYNF 2.6%
IUSB 2.4%
BUFR 2.2%
META 2.1%

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
CRC CALIFORNIA RES CORP COM STOCK $2,7690.00%40 40— $2,769 新建仓
BOX BOX INC CL A $2,7660.00%117 117— $2,766 新建仓
TXNM TXNM ENERGY INC COM $2,7480.00%47 47— $2,748 新建仓
TECK TECK RESOURCES LTD CL B $2,7430.00%53 53— $2,743 新建仓
RIG TRANSOCEAN LTD REGISTERED SHS $2,7380.00%413 413— $2,738 新建仓
TNDM TANDEM DIABETES CARE INC COM NEW $2,7220.00%142 142— $2,722 新建仓
THO THOR INDS INC COM $2,7160.00%34 34— $2,716 新建仓
SUPN INDIVIOR PHARMACEUTICALS INC COM $2,7130.00%89 89— $2,713 新建仓
CBRL CRACKER BARREL OLD CTRY STORE COM $2,6990.00%96 96— $2,699 新建仓
— WHITESTONE REIT COM $2,6970.00%167 167— $2,697 新建仓
CGNX COGNEX CORP COM $2,6940.00%55 55— $2,694 新建仓
RUN SUNRUN INC COM $2,6850.00%198 198— $2,685 新建仓
NBTB NBT BANCORP INC COM $2,6830.00%63 63— $2,683 新建仓
MCRI MONARCH CASINO & RESORT INC COM $2,6770.00%28 28— $2,677 新建仓
— MASIMO CORP COM $2,6680.00%15 15— $2,668 新建仓
SMCI SUPER MICRO COMPUTER INC COM NEW $2,6640.00%117 117— $2,664 新建仓
MANH MANHATTAN ASSOCIATES INC COM $2,6620.00%20 20— $2,662 新建仓
CALX CALIX INC COM $2,6450.00%54 54— $2,645 新建仓
GNW GENWORTH FINL INC COM SHS $2,6390.00%325 325— $2,639 新建仓
LPL LG DISPLAY CO LTD SPONS ADR REP $2,6350.00%679 679— $2,635 新建仓
POOL POOL CORP COM $2,6300.00%13 13— $2,630 新建仓
HCI HCI GROUP INC COM $2,6280.00%17 17— $2,628 新建仓
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF $2,6250.00%33 33— $2,625 新建仓
GGG GRACO INC COM $2,6240.00%31 31— $2,624 新建仓
CHDN CHURCHILL DOWNS INC COM $2,6050.00%29 29— $2,605 新建仓
MOD MODINE MFG CO COM $2,6010.00%12 12— $2,601 新建仓
KEP KOREA ELEC PWR CORP SPONSORED ADR $2,5940.00%182 182— $2,594 新建仓
SSB SOUTHSTATE BK CORP COM $2,5910.00%28 28— $2,591 新建仓
PR PERMIAN RESOURCES CORP CLASS A COM $2,5800.00%121 121— $2,580 新建仓
MICC MAGNUM ICE CREAM CO NV ORD SHS $2,5560.00%171 171— $2,556 新建仓
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM $2,5440.00%46 46— $2,544 新建仓
BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM $2,5380.00%76 76— $2,538 新建仓
SAH SONIC AUTOMOTIVE INC CL A $2,5370.00%37 37— $2,537 新建仓
PPC PILGRIMS PRIDE CORP COM $2,5300.00%67 67— $2,530 新建仓
ZS ZSCALER INC COM $2,5250.00%18 18— $2,525 新建仓
FUN SIX FLAGS ENTERTAINMENT CORP COM $2,5210.00%142 142— $2,521 新建仓
GBCI GLACIER BANCORP INC NEW COM $2,5020.00%56 56— $2,502 新建仓
PDFS PDF SOLUTIONS INC COM $2,4860.00%76 76— $2,486 新建仓
PRAA PRA GROUP INC COM $2,4850.00%142 142— $2,485 新建仓
ALG ALAMO GROUP INC COM $2,4750.00%15 15— $2,475 新建仓
— CENTRAIS ELET BRAS SA SPON ADS PFD B1 $2,4680.00%197 197— $2,468 新建仓
CCS CENTURY COMMUNITIES INC COM $2,4670.00%43 43— $2,467 新建仓
EXP EAGLE MATLS INC COM $2,4630.00%13 13— $2,463 新建仓
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK $2,4620.00%290 290— $2,462 新建仓
DVA DAVITA INC COM $2,4590.00%16 16— $2,459 新建仓
PRVA PRIVIA HEALTH GROUP INC COM $2,4480.00%119 119— $2,448 新建仓
FRO FRONTLINE PLC COM $2,4400.00%70 70— $2,440 新建仓
CHEF CHEFS WHSE INC COM $2,4370.00%41 41— $2,437 新建仓
FRSH FRESHWORKS INC CLASS A COM $2,4090.00%300 300— $2,409 新建仓
PCRX PACIRA BIOSCIENCES INC COM $2,3960.00%106 106— $2,396 新建仓
— ISHARES ETHEREUM TRUST ETF $2,3750.00%150 150— $2,375 新建仓
CFFN CAPITOL FED FINL INC COM $2,3740.00%333 333— $2,374 新建仓
NWE NORTHWESTERN ENERGY GROUP INC COM NEW $2,3740.00%36 36— $2,374 新建仓
INSP INSPIRE MED SYS INC COM $2,3730.00%46 46— $2,373 新建仓
FR FIRST INDL RLTY TR INC COM $2,3720.00%41 41— $2,372 新建仓
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF $2,3650.00%36 36— $2,365 新建仓
RRC RANGE RES CORP COM $2,3490.00%52 52— $2,349 新建仓
CSW CSW INDUSTRIALS INC COM $2,3450.00%9 9— $2,345 新建仓
HE HAWAIIAN ELEC INDS INC MTN BE COM $2,3450.00%158 158— $2,345 新建仓
MSTR STRATEGY INC CL A NEW $2,3390.00%19 19— $2,339 新建仓
ALAB ASTERA LABS INC COM $2,3020.00%21 21— $2,302 新建仓
CRGY CRESCENT ENERGY COMPANY CL A COM $2,2950.00%170 170— $2,295 新建仓
— LEGGETT & PLATT INC COM $2,2920.00%232 232— $2,292 新建仓
CUBI CUSTOMERS BANCORP INC COM $2,2910.00%33 33— $2,291 新建仓
BANC BANC OF CALIFORNIA INC COM $2,2850.00%130 130— $2,285 新建仓
FLO FLOWERS FOODS INC COM $2,2820.00%280 280— $2,282 新建仓
OC OWENS CORNING NEW COM $2,2800.00%21 21— $2,280 新建仓
FLS FLOWSERVE CORP COM $2,2790.00%31 31— $2,279 新建仓
CUBE CUBESMART COM $2,2720.00%62 62— $2,272 新建仓
SHLS SHOALS TECHNOLOGIES GROUP INC CL A $2,2640.00%344 344— $2,264 新建仓
VICR VICOR CORP COM $2,2540.00%14 14— $2,254 新建仓
KBR KBR INC COM $2,2480.00%61 61— $2,248 新建仓
SYNA SYNAPTICS INC COM $2,2410.00%32 32— $2,241 新建仓
RGEN REPLIGEN CORP COM $2,2390.00%19 19— $2,239 新建仓
CNX CNX RES CORP COM $2,2360.00%58 58— $2,236 新建仓
AAMI ACADIAN ASSET MANAGEMENT INC COM $2,2310.00%41 41— $2,231 新建仓
BLDR BUILDERS FIRSTSOURCE INC COM $2,2230.00%27 27— $2,223 新建仓
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM $2,2180.00%27 27— $2,218 新建仓
COO COOPER COS INC COM $2,2170.00%31 31— $2,217 新建仓
RWT REDWOOD TRUST INC COM $2,2050.00%393 393— $2,205 新建仓
ALGT ALLEGIANT TRAVEL CO COM $2,1880.00%27 27— $2,188 新建仓
TR TOOTSIE ROLL INDS INC COM $2,1790.00%51 51— $2,179 新建仓
FIBK FIRST INTST BANCSYSTEM INC COM $2,1710.00%65 65— $2,171 新建仓
ZM ZOOM COMMUNICATIONS INC CL A $2,1710.00%27 27— $2,171 新建仓
HNI HNI CORP COM $2,1700.00%65 65— $2,170 新建仓
VLY VALLEY NATL BANCORP COM $2,1610.00%176 176— $2,161 新建仓
URGN UROGEN PHARMA LTD COM $2,1580.00%120 120— $2,158 新建仓
— INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF $2,1570.00%65 65— $2,157 新建仓
TFX TELEFLEX INCORPORATED COM $2,1530.00%18 18— $2,153 新建仓
— VERIS RESIDENTIAL INC COM $2,1510.00%114 114— $2,151 新建仓
JEF JEFFERIES FINANCIAL GROUP INC COM $2,1460.00%52 52— $2,146 新建仓
AGYS AGILYSYS INC COM $2,1340.00%30 30— $2,134 新建仓
HMN HORACE MANN EDUCATORS CORP NEW COM $2,1340.00%50 50— $2,134 新建仓
RNST RENASANT CORP COM $2,1320.00%59 59— $2,132 新建仓
VCYT VERACYTE INC COM $2,1260.00%66 66— $2,126 新建仓
OLLI OLLIES BARGAIN OUTLET HLDGS COM $2,1170.00%23 23— $2,117 新建仓
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF $2,0980.00%84 84— $2,098 新建仓
TOST TOAST INC CL A $2,0940.00%79 79— $2,094 新建仓
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF $2,0930.00%68 68— $2,093 新建仓
FTRE FORTREA HLDGS INC COMMON STOCK $2,0820.00%221 221— $2,082 新建仓