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
PEGA PEGASYSTEMS INC COM $1,4470.00%34 34— $1,447 新建仓
DJCO DAILY JOURNAL CORP COM $1,4470.00%3 3— $1,447 新建仓
VOX VANGUARD COMMUNICATION SERVICES ETF $1,4390.00%8 8— $1,439 新建仓
PI IMPINJ INC COM $1,4380.00%14 14— $1,438 新建仓
ACI ALBERTSONS COMPANIES INC COMMON STOCK $1,4310.00%84 84— $1,431 新建仓
IESC IES HOLDINGS INC COM $1,4290.00%3 3— $1,429 新建仓
TCBI TEXAS CAP BANCSHARES INC COM $1,4230.00%15 15— $1,423 新建仓
TAP MOLSON COORS BEVERAGE CO CL B $1,4210.00%33 33— $1,421 新建仓
EQH EQUITABLE HLDGS INC COM $1,4100.00%38 38— $1,410 新建仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $1,4000.00%6 6— $1,400 新建仓
ACT ENACT HLDGS INC COM $1,3880.00%34 34— $1,388 新建仓
DUOL DUOLINGO INC CL A COM $1,3800.00%14 14— $1,380 新建仓
MIR MIRION TECHNOLOGIES INC COM CL A $1,3760.00%74 74— $1,376 新建仓
HAFC HANMI FINL CORP COM NEW $1,3710.00%52 52— $1,371 新建仓
DNOW DNOW INC COM $1,3700.00%115 115— $1,370 新建仓
AHR AMERICAN HEALTHCARE REIT INC COM SHS $1,3680.00%29 29— $1,368 新建仓
AN AUTONATION INC COM $1,3670.00%7 7— $1,367 新建仓
KNSL KINSALE CAP GROUP INC COM $1,3670.00%4 4— $1,367 新建仓
WT WISDOMTREE INC COM $1,3540.00%93 93— $1,354 新建仓
CUZ COUSINS PPTYS INC COM NEW $1,3540.00%60 60— $1,354 新建仓
VRTS VIRTUS INVT PARTNERS INC COM $1,3440.00%10 10— $1,344 新建仓
OI O-I GLASS INC COM $1,3240.00%126 126— $1,324 新建仓
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $1,3170.00%100 100— $1,317 新建仓
MSA MSA SAFETY INC COM $1,3120.00%8 8— $1,312 新建仓
VISN VISTANCE NETWORKS INC COM $1,3100.00%72 72— $1,310 新建仓
FSLY FASTLY INC CL A $1,3080.00%45 45— $1,308 新建仓
CAPR CAPRICOR THERAPEUTICS INC COM NEW $1,3070.00%43 43— $1,307 新建仓
CRUS CIRRUS LOGIC INC COM $1,3020.00%9 9— $1,302 新建仓
MRTN MARTEN TRANS LTD COM $1,3000.00%99 99— $1,300 新建仓
SAFE SAFEHOLD INC COM $1,2850.00%95 95— $1,285 新建仓
FEIM FREQUENCY ELECTRS INC COM $1,2840.00%29 29— $1,284 新建仓
OLED UNIVERSAL DISPLAY CORP COM $1,2830.00%14 14— $1,283 新建仓
TLN TALEN ENERGY CORP COM $1,2770.00%4 4— $1,277 新建仓
MCS MARCUS CORP DEL COM $1,2710.00%74 74— $1,271 新建仓
CACC CREDIT ACCEP CORP MICH COM $1,2700.00%3 3— $1,270 新建仓
SR SPIRE INC COM $1,2680.00%14 14— $1,268 新建仓
RNGR RANGER ENERGY SVCS INC COM CL A $1,2680.00%74 74— $1,268 新建仓
SKY CHAMPION HOMES INC COM $1,2640.00%17 17— $1,264 新建仓
— BIOLIFE SOLUTIONS INC COM NEW $1,2590.00%66 66— $1,259 新建仓
WU WESTERN UN CO COM $1,2570.00%144 144— $1,257 新建仓
AMN AMN HEALTHCARE SVCS INC COM $1,2470.00%68 68— $1,247 新建仓
CVLT COMMVAULT SYS INC COM $1,2460.00%16 16— $1,246 新建仓
GLOB GLOBANT S A COM $1,2450.00%27 27— $1,245 新建仓
WS WORTHINGTON STL INC COM SHS $1,2440.00%41 41— $1,244 新建仓
PBI PITNEY BOWES INC COM $1,2380.00%112 112— $1,238 新建仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $1,2370.00%24 24— $1,237 新建仓
AMR ALPHA METALLURGICAL RESOUR INC COM $1,2320.00%6 6— $1,232 新建仓
ROKU ROKU INC COM CL A $1,2300.00%13 13— $1,230 新建仓
SDRL SEADRILL LTD COM $1,2290.00%27 27— $1,229 新建仓
R RYDER SYS INC COM $1,2280.00%6 6— $1,228 新建仓
FTAI FTAI AVIATION LTD SHS $1,2250.00%5 5— $1,225 新建仓
ENS ENERSYS COM $1,2160.00%7 7— $1,216 新建仓
SMG SCOTTS MIRACLE-GRO CO CL A $1,2160.00%20 20— $1,216 新建仓
CPF CENTRAL PAC FINL CORP COM NEW $1,2140.00%38 38— $1,214 新建仓
HXL HEXCEL CORP NEW COM $1,2140.00%15 15— $1,214 新建仓
LPLA LPL FINL HLDGS INC COM $1,2030.00%4 4— $1,203 新建仓
VIV TELEFONICA BRASIL SA SPONSORED ADS $1,1930.00%75 75— $1,193 新建仓
BELFB BEL FUSE INC CL B $1,1880.00%6 6— $1,188 新建仓
SHOO MADDEN STEVEN LTD COM $1,1870.00%35 35— $1,187 新建仓
XNCR XENCOR INC COM $1,1820.00%98 98— $1,182 新建仓
OKTA OKTA INC CL A $1,1810.00%15 15— $1,181 新建仓
NOVT NOVANTA INC COM $1,1810.00%10 10— $1,181 新建仓
RPG INVESCO S&P 500 PURE GROWTH ETF $1,1690.00%25 25— $1,169 新建仓
LPX LOUISIANA PAC CORP COM $1,1640.00%16 16— $1,164 新建仓
CAG CONAGRA BRANDS INC COM $1,1630.00%74 74— $1,163 新建仓
KSS KOHLS CORP COM $1,1610.00%90 90— $1,161 新建仓
— NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN $1,1320.00%30 30— $1,132 新建仓
W WAYFAIR INC CL A $1,1280.00%15 15— $1,128 新建仓
VAW VANGUARD MATERIALS ETF $1,1270.00%5 5— $1,127 新建仓
EFC ELLINGTON FINANCIAL INC COM $1,1260.00%95 95— $1,126 新建仓
OGS ONE GAS INC COM $1,1200.00%13 13— $1,120 新建仓
PRGO PERRIGO CO PLC SHS $1,1170.00%104 104— $1,117 新建仓
CWST CASELLA WASTE SYS INC CL A $1,1110.00%14 14— $1,111 新建仓
— UNITI GROUP LLC COM SHS $1,1070.00%118 118— $1,107 新建仓
TRMK TRUSTMARK CORP COM $1,0960.00%26 26— $1,096 新建仓
VRNS VARONIS SYS INC COM $1,0950.00%51 51— $1,095 新建仓
— PLDT INC SPONSORED ADR $1,0940.00%52 52— $1,094 新建仓
HQY HEALTHEQUITY INC COM $1,0860.00%13 13— $1,086 新建仓
AGNC AGNC INVT CORP COM $1,0830.00%108 108— $1,083 新建仓
TTAN SERVICETITAN INC SHS CL A $1,0790.00%17 17— $1,079 新建仓
VAL VALARIS LTD CL A $1,0780.00%11 11— $1,078 新建仓
IIIN INSTEEL INDS INC COM $1,0760.00%32 32— $1,076 新建仓
TREE LENDINGTREE INC COM $1,0720.00%25 25— $1,072 新建仓
HIW HIGHWOODS PPTYS INC COM $1,0710.00%50 50— $1,071 新建仓
KEX KIRBY CORP COM $1,0630.00%8 8— $1,063 新建仓
ESAB ESAB CORPORATION COM $1,0630.00%11 11— $1,063 新建仓
TW TRADEWEB MKTS INC CL A $1,0590.00%9 9— $1,059 新建仓
GPOR GULFPORT ENERGY CORP COMMON SHARES $1,0580.00%5 5— $1,058 新建仓
CPNG COUPANG INC CL A $1,0570.00%56 56— $1,057 新建仓
VEEV VEEVA SYS INC CL A COM $1,0540.00%6 6— $1,054 新建仓
OFG OFG BANCORP COM $1,0520.00%26 26— $1,052 新建仓
CTS CTS CORP COM $1,0510.00%22 22— $1,051 新建仓
HLIT HARMONIC INC COM $1,0510.00%117 117— $1,051 新建仓
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C $1,0350.00%11 11— $1,035 新建仓
AEVA AEVA TECHNOLOGIES INC COM NEW $1,0260.00%78 78— $1,026 新建仓
FAF FIRST AMERN FINL CORP COM $1,0250.00%17 17— $1,025 新建仓
PWB INVESCO LARGE CAP GROWTH ETF $1,0070.00%8 8— $1,007 新建仓
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF $1,0060.00%32 32— $1,006 新建仓
GIS GENERAL MILLS INC COM $1,0050.00%27 27— $1,005 新建仓
POR PORTLAND GEN ELEC CO COM NEW $1,0030.00%19 19— $1,003 新建仓