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 |
|---|---|---|---|---|---|---|---|---|
| CFR | CULLEN FROST BANKERS INC COM | $2,056 | 0.00% | 15 | 15 | — | $2,056 | 新建仓 |
| STEP | STEPSTONE GROUP INC COM CL A | $2,052 | 0.00% | 43 | 43 | — | $2,052 | 新建仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $2,051 | 0.00% | 21 | 21 | — | $2,051 | 新建仓 |
| FUTU | FUTU HLDGS LTD SPON ADS CL A | $2,051 | 0.00% | 15 | 15 | — | $2,051 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $2,047 | 0.00% | 136 | 136 | — | $2,047 | 新建仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $2,041 | 0.00% | 44 | 44 | — | $2,041 | 新建仓 |
| HRL | HORMEL FOODS CORP COM | $2,039 | 0.00% | 90 | 90 | — | $2,039 | 新建仓 |
| PGNY | PROGYNY INC COM | $2,038 | 0.00% | 120 | 120 | — | $2,038 | 新建仓 |
| AVTR | AVANTOR INC COM | $2,038 | 0.00% | 260 | 260 | — | $2,038 | 新建仓 |
| STC | STEWART INFORMATION SVCS CORP COM | $2,032 | 0.00% | 33 | 33 | — | $2,032 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $2,028 | 0.00% | 12 | 12 | — | $2,028 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP COM | $2,015 | 0.00% | 20 | 20 | — | $2,015 | 新建仓 |
| SUI | SUN CMNTYS INC COM | $2,015 | 0.00% | 16 | 16 | — | $2,015 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $2,006 | 0.00% | 107 | 107 | — | $2,006 | 新建仓 |
| AAON | AAON INC COM PAR $0.004 | $1,986 | 0.00% | 24 | 24 | — | $1,986 | 新建仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC COM | $1,984 | 0.00% | 60 | 60 | — | $1,984 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1,983 | 0.00% | 65 | 65 | — | $1,983 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $1,982 | 0.00% | 12 | 12 | — | $1,982 | 新建仓 |
| AYI | ACUITY INC COM | $1,962 | 0.00% | 7 | 7 | — | $1,962 | 新建仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $1,960 | 0.00% | 24 | 24 | — | $1,960 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $1,952 | 0.00% | 25 | 25 | — | $1,952 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INC COM | $1,936 | 0.00% | 10 | 10 | — | $1,936 | 新建仓 |
| VECO | VEECO INSTRS INC DEL COM | $1,930 | 0.00% | 57 | 57 | — | $1,930 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $1,928 | 0.00% | 76 | 76 | — | $1,928 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $1,919 | 0.00% | 21 | 21 | — | $1,919 | 新建仓 |
| IBRX | IMMUNITYBIO INC COM | $1,918 | 0.00% | 250 | 250 | — | $1,918 | 新建仓 |
| MKL | MARKEL GROUP INC COM | $1,914 | 0.00% | 1 | 1 | — | $1,914 | 新建仓 |
| HUM | HUMANA INC COM | $1,907 | 0.00% | 11 | 11 | — | $1,907 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $1,897 | 0.00% | 124 | 124 | — | $1,897 | 新建仓 |
| GMED | GLOBUS MED INC CL A | $1,896 | 0.00% | 22 | 22 | — | $1,896 | 新建仓 |
| PSN | PARSONS CORP DEL COM | $1,896 | 0.00% | 35 | 35 | — | $1,896 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $1,894 | 0.00% | 29 | 29 | — | $1,894 | 新建仓 |
| QTWO | Q2 HLDGS INC COM | $1,892 | 0.00% | 40 | 40 | — | $1,892 | 新建仓 |
| TTC | TORO CO COM | $1,869 | 0.00% | 20 | 20 | — | $1,869 | 新建仓 |
| ZG | ZILLOW GROUP INC CL A | $1,863 | 0.00% | 45 | 45 | — | $1,863 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $1,861 | 0.00% | 32 | 32 | — | $1,861 | 新建仓 |
| HAYW | HAYWARD HLDGS INC COM | $1,846 | 0.00% | 138 | 138 | — | $1,846 | 新建仓 |
| ONON | ON HLDG AG NAMEN AKT A | $1,837 | 0.00% | 54 | 54 | — | $1,837 | 新建仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $1,836 | 0.00% | 17 | 17 | — | $1,836 | 新建仓 |
| GIII | G III APPAREL GROUP LTD COM | $1,828 | 0.00% | 66 | 66 | — | $1,828 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS COM | $1,827 | 0.00% | 62 | 62 | — | $1,827 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $1,823 | 0.00% | 28 | 28 | — | $1,823 | 新建仓 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $1,822 | 0.00% | 26 | 26 | — | $1,822 | 新建仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $1,818 | 0.00% | 6 | 6 | — | $1,818 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $1,813 | 0.00% | 20 | 20 | — | $1,813 | 新建仓 |
| SLG | SL GREEN RLTY CORP COM | $1,810 | 0.00% | 49 | 49 | — | $1,810 | 新建仓 |
| VCEL | VERICEL CORP COM | $1,802 | 0.00% | 56 | 56 | — | $1,802 | 新建仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $1,784 | 0.00% | 105 | 105 | — | $1,784 | 新建仓 |
| OGE | OGE ENERGY CORP COM | $1,775 | 0.00% | 37 | 37 | — | $1,775 | 新建仓 |
| — | D MARKET ELECTR SVCS & TRADING SPONSORED ADS | $1,774 | 0.00% | 677 | 677 | — | $1,774 | 新建仓 |
| BXP | BXP INC COM | $1,765 | 0.00% | 34 | 34 | — | $1,765 | 新建仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $1,765 | 0.00% | 35 | 35 | — | $1,765 | 新建仓 |
| CHWY | CHEWY INC CL A | $1,755 | 0.00% | 65 | 65 | — | $1,755 | 新建仓 |
| DGII | DIGI INTL INC COM | $1,735 | 0.00% | 36 | 36 | — | $1,735 | 新建仓 |
| SPNT | SIRIUSPOINT LTD COM | $1,723 | 0.00% | 80 | 80 | — | $1,723 | 新建仓 |
| SMPL | SIMPLY GOOD FOODS CO COM | $1,722 | 0.00% | 120 | 120 | — | $1,722 | 新建仓 |
| LKFN | LAKELAND FINL CORP COM | $1,721 | 0.00% | 30 | 30 | — | $1,721 | 新建仓 |
| WINA | WINMARK CORP COM | $1,710 | 0.00% | 4 | 4 | — | $1,710 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. COM | $1,710 | 0.00% | 57 | 57 | — | $1,710 | 新建仓 |
| MTDR | MATADOR RES CO COM | $1,706 | 0.00% | 27 | 27 | — | $1,706 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $1,694 | 0.00% | 35 | 35 | — | $1,694 | 新建仓 |
| QXO | QXO INC COM NEW | $1,690 | 0.00% | 87 | 87 | — | $1,690 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $1,687 | 0.00% | 58 | 58 | — | $1,687 | 新建仓 |
| MATW | MATTHEWS INTL CORP CL A | $1,678 | 0.00% | 65 | 65 | — | $1,678 | 新建仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $1,672 | 0.00% | 44 | 44 | — | $1,672 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $1,660 | 0.00% | 13 | 13 | — | $1,660 | 新建仓 |
| RRR | RED ROCK RESORTS INC CL A | $1,654 | 0.00% | 31 | 31 | — | $1,654 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $1,644 | 0.00% | 14 | 14 | — | $1,644 | 新建仓 |
| CRVL | CORVEL CORP COM | $1,640 | 0.00% | 30 | 30 | — | $1,640 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $1,639 | 0.00% | 274 | 274 | — | $1,639 | 新建仓 |
| RMBS | RAMBUS INC DEL COM | $1,635 | 0.00% | 19 | 19 | — | $1,635 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $1,634 | 0.00% | 22 | 22 | — | $1,634 | 新建仓 |
| OXM | OXFORD INDS INC COM | $1,617 | 0.00% | 42 | 42 | — | $1,617 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $1,614 | 0.00% | 17 | 17 | — | $1,614 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $1,611 | 0.00% | 5 | 5 | — | $1,611 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $1,607 | 0.00% | 19 | 19 | — | $1,607 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $1,589 | 0.00% | 17 | 17 | — | $1,589 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $1,586 | 0.00% | 2,623 | 2,623 | — | $1,586 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1,584 | 0.00% | 43 | 43 | — | $1,584 | 新建仓 |
| KRC | KILROY REALTY CORP COM | $1,580 | 0.00% | 56 | 56 | — | $1,580 | 新建仓 |
| GBX | GREENBRIER COS INC COM | $1,580 | 0.00% | 30 | 30 | — | $1,580 | 新建仓 |
| FBNC | FIRST BANCORP N C COM | $1,578 | 0.00% | 28 | 28 | — | $1,578 | 新建仓 |
| WKC | WORLD KINECT CORPORATION COM | $1,569 | 0.00% | 68 | 68 | — | $1,569 | 新建仓 |
| CALY | CALLAWAY GOLF CO COM | $1,568 | 0.00% | 113 | 113 | — | $1,568 | 新建仓 |
| FMC | FMC CORP COM NEW | $1,567 | 0.00% | 91 | 91 | — | $1,567 | 新建仓 |
| HSIC | SCHEIN HENRY INC COM | $1,548 | 0.00% | 21 | 21 | — | $1,548 | 新建仓 |
| VFC | V F CORP COM | $1,546 | 0.00% | 91 | 91 | — | $1,546 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA COM NEW | $1,542 | 0.00% | 17 | 17 | — | $1,542 | 新建仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $1,538 | 0.00% | 20 | 20 | — | $1,538 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $1,538 | 0.00% | 19 | 19 | — | $1,538 | 新建仓 |
| — | STELLAR BANCORP INC COM | $1,538 | 0.00% | 42 | 42 | — | $1,538 | 新建仓 |
| IOT | SAMSARA INC COM CL A | $1,521 | 0.00% | 48 | 48 | — | $1,521 | 新建仓 |
| DINO | HF SINCLAIR CORP COM | $1,497 | 0.00% | 24 | 24 | — | $1,497 | 新建仓 |
| — | VANECK ROBOTICS ETF | $1,488 | 0.00% | 28 | 28 | — | $1,488 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $1,482 | 0.00% | 34 | 34 | — | $1,482 | 新建仓 |
| TEX | TEREX CORP NEW COM | $1,478 | 0.00% | 25 | 25 | — | $1,478 | 新建仓 |
| APOG | APOGEE ENTERPRISES INC COM | $1,476 | 0.00% | 44 | 44 | — | $1,476 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $1,464 | 0.00% | 400 | 400 | — | $1,464 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW COM NEW | $1,459 | 0.00% | 46 | 46 | — | $1,459 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $1,459 | 0.00% | 15 | 15 | — | $1,459 | 新建仓 |