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
TMP TOMPKINS FINL CORP COM $00.00%0 -36-100.0% -$2,838 清仓
AU ANGLOGOLD ASHANTI PLC COM SHS $00.00%0 -29-100.0% -$2,823 清仓
FDS FACTSET RESH SYS INC COM $00.00%0 -13-100.0% -$2,821 清仓
GME GAMESTOP CORP CL A $00.00%0 -122-100.0% -$2,811 清仓
UDR UDR INC COM $00.00%0 -83-100.0% -$2,804 清仓
CRC CALIFORNIA RES CORP COM STOCK $00.00%0 -40-100.0% -$2,769 清仓
BOX BOX INC CL A $00.00%0 -117-100.0% -$2,766 清仓
TXNM TXNM ENERGY INC COM $00.00%0 -47-100.0% -$2,748 清仓
TECK TECK RESOURCES LTD CL B $00.00%0 -53-100.0% -$2,743 清仓
RIG TRANSOCEAN LTD REGISTERED SHS $00.00%0 -413-100.0% -$2,738 清仓
TNDM TANDEM DIABETES CARE INC COM NEW $00.00%0 -142-100.0% -$2,722 清仓
THO THOR INDS INC COM $00.00%0 -34-100.0% -$2,716 清仓
SUPN INDIVIOR PHARMACEUTICALS INC COM $00.00%0 -89-100.0% -$2,713 清仓
CBRL CRACKER BARREL OLD CTRY STORE COM $00.00%0 -96-100.0% -$2,699 清仓
— WHITESTONE REIT COM $00.00%0 -167-100.0% -$2,697 清仓
CGNX COGNEX CORP COM $00.00%0 -55-100.0% -$2,694 清仓
RUN SUNRUN INC COM $00.00%0 -198-100.0% -$2,685 清仓
NBTB NBT BANCORP INC COM $00.00%0 -63-100.0% -$2,683 清仓
MCRI MONARCH CASINO & RESORT INC COM $00.00%0 -28-100.0% -$2,677 清仓
— MASIMO CORP COM $00.00%0 -15-100.0% -$2,668 清仓
SMCI SUPER MICRO COMPUTER INC COM NEW $00.00%0 -117-100.0% -$2,664 清仓
MANH MANHATTAN ASSOCIATES INC COM $00.00%0 -20-100.0% -$2,662 清仓
CALX CALIX INC COM $00.00%0 -54-100.0% -$2,645 清仓
GNW GENWORTH FINL INC COM SHS $00.00%0 -325-100.0% -$2,639 清仓
LPL LG DISPLAY CO LTD SPONS ADR REP $00.00%0 -679-100.0% -$2,635 清仓
POOL POOL CORP COM $00.00%0 -13-100.0% -$2,630 清仓
HCI HCI GROUP INC COM $00.00%0 -17-100.0% -$2,628 清仓
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF $00.00%0 -33-100.0% -$2,625 清仓
GGG GRACO INC COM $00.00%0 -31-100.0% -$2,624 清仓
CHDN CHURCHILL DOWNS INC COM $00.00%0 -29-100.0% -$2,605 清仓
MOD MODINE MFG CO COM $00.00%0 -12-100.0% -$2,601 清仓
KEP KOREA ELEC PWR CORP SPONSORED ADR $00.00%0 -182-100.0% -$2,594 清仓
SSB SOUTHSTATE BK CORP COM $00.00%0 -28-100.0% -$2,591 清仓
PR PERMIAN RESOURCES CORP CLASS A COM $00.00%0 -121-100.0% -$2,580 清仓
MICC MAGNUM ICE CREAM CO NV ORD SHS $00.00%0 -171-100.0% -$2,556 清仓
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM $00.00%0 -46-100.0% -$2,544 清仓
BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM $00.00%0 -76-100.0% -$2,538 清仓
SAH SONIC AUTOMOTIVE INC CL A $00.00%0 -37-100.0% -$2,537 清仓
PPC PILGRIMS PRIDE CORP COM $00.00%0 -67-100.0% -$2,530 清仓
ZS ZSCALER INC COM $00.00%0 -18-100.0% -$2,525 清仓
FUN SIX FLAGS ENTERTAINMENT CORP COM $00.00%0 -142-100.0% -$2,521 清仓
GBCI GLACIER BANCORP INC NEW COM $00.00%0 -56-100.0% -$2,502 清仓
PDFS PDF SOLUTIONS INC COM $00.00%0 -76-100.0% -$2,486 清仓
PRAA PRA GROUP INC COM $00.00%0 -142-100.0% -$2,485 清仓
ALG ALAMO GROUP INC COM $00.00%0 -15-100.0% -$2,475 清仓
— CENTRAIS ELET BRAS SA SPON ADS PFD B1 $00.00%0 -197-100.0% -$2,468 清仓
CCS CENTURY COMMUNITIES INC COM $00.00%0 -43-100.0% -$2,467 清仓
EXP EAGLE MATLS INC COM $00.00%0 -13-100.0% -$2,463 清仓
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK $00.00%0 -290-100.0% -$2,462 清仓
DVA DAVITA INC COM $00.00%0 -16-100.0% -$2,459 清仓
PRVA PRIVIA HEALTH GROUP INC COM $00.00%0 -119-100.0% -$2,448 清仓
FRO FRONTLINE PLC COM $00.00%0 -70-100.0% -$2,440 清仓
CHEF CHEFS WHSE INC COM $00.00%0 -41-100.0% -$2,437 清仓
FRSH FRESHWORKS INC CLASS A COM $00.00%0 -300-100.0% -$2,409 清仓
PCRX PACIRA BIOSCIENCES INC COM $00.00%0 -106-100.0% -$2,396 清仓
— ISHARES ETHEREUM TRUST ETF $00.00%0 -150-100.0% -$2,375 清仓
NWE NORTHWESTERN ENERGY GROUP INC COM NEW $00.00%0 -36-100.0% -$2,374 清仓
CFFN CAPITOL FED FINL INC COM $00.00%0 -333-100.0% -$2,374 清仓
INSP INSPIRE MED SYS INC COM $00.00%0 -46-100.0% -$2,373 清仓
FR FIRST INDL RLTY TR INC COM $00.00%0 -41-100.0% -$2,372 清仓
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF $00.00%0 -36-100.0% -$2,365 清仓
RRC RANGE RES CORP COM $00.00%0 -52-100.0% -$2,349 清仓
CSW CSW INDUSTRIALS INC COM $00.00%0 -9-100.0% -$2,345 清仓
HE HAWAIIAN ELEC INDS INC MTN BE COM $00.00%0 -158-100.0% -$2,345 清仓
MSTR STRATEGY INC CL A NEW $00.00%0 -19-100.0% -$2,339 清仓
ALAB ASTERA LABS INC COM $00.00%0 -21-100.0% -$2,302 清仓
CRGY CRESCENT ENERGY COMPANY CL A COM $00.00%0 -170-100.0% -$2,295 清仓
— LEGGETT & PLATT INC COM $00.00%0 -232-100.0% -$2,292 清仓
CUBI CUSTOMERS BANCORP INC COM $00.00%0 -33-100.0% -$2,291 清仓
BANC BANC OF CALIFORNIA INC COM $00.00%0 -130-100.0% -$2,285 清仓
FLO FLOWERS FOODS INC COM $00.00%0 -280-100.0% -$2,282 清仓
OC OWENS CORNING NEW COM $00.00%0 -21-100.0% -$2,280 清仓
FLS FLOWSERVE CORP COM $00.00%0 -31-100.0% -$2,279 清仓
CUBE CUBESMART COM $00.00%0 -62-100.0% -$2,272 清仓
SHLS SHOALS TECHNOLOGIES GROUP INC CL A $00.00%0 -344-100.0% -$2,264 清仓
VICR VICOR CORP COM $00.00%0 -14-100.0% -$2,254 清仓
KBR KBR INC COM $00.00%0 -61-100.0% -$2,248 清仓
SYNA SYNAPTICS INC COM $00.00%0 -32-100.0% -$2,241 清仓
RGEN REPLIGEN CORP COM $00.00%0 -19-100.0% -$2,239 清仓
CNX CNX RES CORP COM $00.00%0 -58-100.0% -$2,236 清仓
AAMI ACADIAN ASSET MANAGEMENT INC COM $00.00%0 -41-100.0% -$2,231 清仓
BLDR BUILDERS FIRSTSOURCE INC COM $00.00%0 -27-100.0% -$2,223 清仓
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM $00.00%0 -27-100.0% -$2,218 清仓
COO COOPER COS INC COM $00.00%0 -31-100.0% -$2,217 清仓
RWT REDWOOD TRUST INC COM $00.00%0 -393-100.0% -$2,205 清仓
ALGT ALLEGIANT TRAVEL CO COM $00.00%0 -27-100.0% -$2,188 清仓
TR TOOTSIE ROLL INDS INC COM $00.00%0 -51-100.0% -$2,179 清仓
ZM ZOOM COMMUNICATIONS INC CL A $00.00%0 -27-100.0% -$2,171 清仓
FIBK FIRST INTST BANCSYSTEM INC COM $00.00%0 -65-100.0% -$2,171 清仓
HNI HNI CORP COM $00.00%0 -65-100.0% -$2,170 清仓
VLY VALLEY NATL BANCORP COM $00.00%0 -176-100.0% -$2,161 清仓
URGN UROGEN PHARMA LTD COM $00.00%0 -120-100.0% -$2,158 清仓
— INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF $00.00%0 -65-100.0% -$2,157 清仓
TFX TELEFLEX INCORPORATED COM $00.00%0 -18-100.0% -$2,153 清仓
— VERIS RESIDENTIAL INC COM $00.00%0 -114-100.0% -$2,151 清仓
JEF JEFFERIES FINANCIAL GROUP INC COM $00.00%0 -52-100.0% -$2,146 清仓
HMN HORACE MANN EDUCATORS CORP NEW COM $00.00%0 -50-100.0% -$2,134 清仓
AGYS AGILYSYS INC COM $00.00%0 -30-100.0% -$2,134 清仓
RNST RENASANT CORP COM $00.00%0 -59-100.0% -$2,132 清仓
VCYT VERACYTE INC COM $00.00%0 -66-100.0% -$2,126 清仓