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
TEX TEREX CORP NEW COM $00.00%0 -25-100.0% -$1,478 清仓
APOG APOGEE ENTERPRISES INC COM $00.00%0 -44-100.0% -$1,476 清仓
GRAB GRAB HOLDINGS LIMITED CLASS A ORD $00.00%0 -400-100.0% -$1,464 清仓
CLDX CELLDEX THERAPEUTICS INC NEW COM NEW $00.00%0 -46-100.0% -$1,459 清仓
RVMD REVOLUTION MEDICINES INC COM $00.00%0 -15-100.0% -$1,459 清仓
PEGA PEGASYSTEMS INC COM $00.00%0 -34-100.0% -$1,447 清仓
DJCO DAILY JOURNAL CORP COM $00.00%0 -3-100.0% -$1,447 清仓
VOX VANGUARD COMMUNICATION SERVICES ETF $00.00%0 -8-100.0% -$1,439 清仓
PI IMPINJ INC COM $00.00%0 -14-100.0% -$1,438 清仓
ACI ALBERTSONS COMPANIES INC COMMON STOCK $00.00%0 -84-100.0% -$1,431 清仓
IESC IES HOLDINGS INC COM $00.00%0 -3-100.0% -$1,429 清仓
TCBI TEXAS CAP BANCSHARES INC COM $00.00%0 -15-100.0% -$1,423 清仓
TAP MOLSON COORS BEVERAGE CO CL B $00.00%0 -33-100.0% -$1,421 清仓
EQH EQUITABLE HLDGS INC COM $00.00%0 -38-100.0% -$1,410 清仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $00.00%0 -6-100.0% -$1,400 清仓
ACT ENACT HLDGS INC COM $00.00%0 -34-100.0% -$1,388 清仓
DUOL DUOLINGO INC CL A COM $00.00%0 -14-100.0% -$1,380 清仓
MIR MIRION TECHNOLOGIES INC COM CL A $00.00%0 -74-100.0% -$1,376 清仓
HAFC HANMI FINL CORP COM NEW $00.00%0 -52-100.0% -$1,371 清仓
DNOW DNOW INC COM $00.00%0 -115-100.0% -$1,370 清仓
AHR AMERICAN HEALTHCARE REIT INC COM SHS $00.00%0 -29-100.0% -$1,368 清仓
AN AUTONATION INC COM $00.00%0 -7-100.0% -$1,367 清仓
KNSL KINSALE CAP GROUP INC COM $00.00%0 -4-100.0% -$1,367 清仓
CUZ COUSINS PPTYS INC COM NEW $00.00%0 -60-100.0% -$1,354 清仓
WT WISDOMTREE INC COM $00.00%0 -93-100.0% -$1,354 清仓
VRTS VIRTUS INVT PARTNERS INC COM $00.00%0 -10-100.0% -$1,344 清仓
OI O-I GLASS INC COM $00.00%0 -126-100.0% -$1,324 清仓
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $00.00%0 -100-100.0% -$1,317 清仓
MSA MSA SAFETY INC COM $00.00%0 -8-100.0% -$1,312 清仓
VISN VISTANCE NETWORKS INC COM $00.00%0 -72-100.0% -$1,310 清仓
FSLY FASTLY INC CL A $00.00%0 -45-100.0% -$1,308 清仓
CAPR CAPRICOR THERAPEUTICS INC COM NEW $00.00%0 -43-100.0% -$1,307 清仓
CRUS CIRRUS LOGIC INC COM $00.00%0 -9-100.0% -$1,302 清仓
MRTN MARTEN TRANS LTD COM $00.00%0 -99-100.0% -$1,300 清仓
SAFE SAFEHOLD INC COM $00.00%0 -95-100.0% -$1,285 清仓
FEIM FREQUENCY ELECTRS INC COM $00.00%0 -29-100.0% -$1,284 清仓
OLED UNIVERSAL DISPLAY CORP COM $00.00%0 -14-100.0% -$1,283 清仓
TLN TALEN ENERGY CORP COM $00.00%0 -4-100.0% -$1,277 清仓
MCS MARCUS CORP DEL COM $00.00%0 -74-100.0% -$1,271 清仓
CACC CREDIT ACCEP CORP MICH COM $00.00%0 -3-100.0% -$1,270 清仓
SR SPIRE INC COM $00.00%0 -14-100.0% -$1,268 清仓
RNGR RANGER ENERGY SVCS INC COM CL A $00.00%0 -74-100.0% -$1,268 清仓
SKY CHAMPION HOMES INC COM $00.00%0 -17-100.0% -$1,264 清仓
— BIOLIFE SOLUTIONS INC COM NEW $00.00%0 -66-100.0% -$1,259 清仓
WU WESTERN UN CO COM $00.00%0 -144-100.0% -$1,257 清仓
AMN AMN HEALTHCARE SVCS INC COM $00.00%0 -68-100.0% -$1,247 清仓
CVLT COMMVAULT SYS INC COM $00.00%0 -16-100.0% -$1,246 清仓
GLOB GLOBANT S A COM $00.00%0 -27-100.0% -$1,245 清仓
WS WORTHINGTON STL INC COM SHS $00.00%0 -41-100.0% -$1,244 清仓
PBI PITNEY BOWES INC COM $00.00%0 -112-100.0% -$1,238 清仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $00.00%0 -24-100.0% -$1,237 清仓
AMR ALPHA METALLURGICAL RESOUR INC COM $00.00%0 -6-100.0% -$1,232 清仓
ROKU ROKU INC COM CL A $00.00%0 -13-100.0% -$1,230 清仓
SDRL SEADRILL LTD COM $00.00%0 -27-100.0% -$1,229 清仓
R RYDER SYS INC COM $00.00%0 -6-100.0% -$1,228 清仓
FTAI FTAI AVIATION LTD SHS $00.00%0 -5-100.0% -$1,225 清仓
ENS ENERSYS COM $00.00%0 -7-100.0% -$1,216 清仓
SMG SCOTTS MIRACLE-GRO CO CL A $00.00%0 -20-100.0% -$1,216 清仓
CPF CENTRAL PAC FINL CORP COM NEW $00.00%0 -38-100.0% -$1,214 清仓
HXL HEXCEL CORP NEW COM $00.00%0 -15-100.0% -$1,214 清仓
LPLA LPL FINL HLDGS INC COM $00.00%0 -4-100.0% -$1,203 清仓
VIV TELEFONICA BRASIL SA SPONSORED ADS $00.00%0 -75-100.0% -$1,193 清仓
BELFB BEL FUSE INC CL B $00.00%0 -6-100.0% -$1,188 清仓
SHOO MADDEN STEVEN LTD COM $00.00%0 -35-100.0% -$1,187 清仓
XNCR XENCOR INC COM $00.00%0 -98-100.0% -$1,182 清仓
OKTA OKTA INC CL A $00.00%0 -15-100.0% -$1,181 清仓
NOVT NOVANTA INC COM $00.00%0 -10-100.0% -$1,181 清仓
RPG INVESCO S&P 500 PURE GROWTH ETF $00.00%0 -25-100.0% -$1,169 清仓
LPX LOUISIANA PAC CORP COM $00.00%0 -16-100.0% -$1,164 清仓
CAG CONAGRA BRANDS INC COM $00.00%0 -74-100.0% -$1,163 清仓
KSS KOHLS CORP COM $00.00%0 -90-100.0% -$1,161 清仓
— NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN $00.00%0 -30-100.0% -$1,132 清仓
W WAYFAIR INC CL A $00.00%0 -15-100.0% -$1,128 清仓
VAW VANGUARD MATERIALS ETF $00.00%0 -5-100.0% -$1,127 清仓
EFC ELLINGTON FINANCIAL INC COM $00.00%0 -95-100.0% -$1,126 清仓
OGS ONE GAS INC COM $00.00%0 -13-100.0% -$1,120 清仓
PRGO PERRIGO CO PLC SHS $00.00%0 -104-100.0% -$1,117 清仓
CWST CASELLA WASTE SYS INC CL A $00.00%0 -14-100.0% -$1,111 清仓
— UNITI GROUP LLC COM SHS $00.00%0 -118-100.0% -$1,107 清仓
TRMK TRUSTMARK CORP COM $00.00%0 -26-100.0% -$1,096 清仓
VRNS VARONIS SYS INC COM $00.00%0 -51-100.0% -$1,095 清仓
— PLDT INC SPONSORED ADR $00.00%0 -52-100.0% -$1,094 清仓
HQY HEALTHEQUITY INC COM $00.00%0 -13-100.0% -$1,086 清仓
AGNC AGNC INVT CORP COM $00.00%0 -108-100.0% -$1,083 清仓
TTAN SERVICETITAN INC SHS CL A $00.00%0 -17-100.0% -$1,079 清仓
VAL VALARIS LTD CL A $00.00%0 -11-100.0% -$1,078 清仓
IIIN INSTEEL INDS INC COM $00.00%0 -32-100.0% -$1,076 清仓
TREE LENDINGTREE INC COM $00.00%0 -25-100.0% -$1,072 清仓
HIW HIGHWOODS PPTYS INC COM $00.00%0 -50-100.0% -$1,071 清仓
ESAB ESAB CORPORATION COM $00.00%0 -11-100.0% -$1,063 清仓
KEX KIRBY CORP COM $00.00%0 -8-100.0% -$1,063 清仓
TW TRADEWEB MKTS INC CL A $00.00%0 -9-100.0% -$1,059 清仓
GPOR GULFPORT ENERGY CORP COMMON SHARES $00.00%0 -5-100.0% -$1,058 清仓
CPNG COUPANG INC CL A $00.00%0 -56-100.0% -$1,057 清仓
VEEV VEEVA SYS INC CL A COM $00.00%0 -6-100.0% -$1,054 清仓
OFG OFG BANCORP COM $00.00%0 -26-100.0% -$1,052 清仓
CTS CTS CORP COM $00.00%0 -22-100.0% -$1,051 清仓
HLIT HARMONIC INC COM $00.00%0 -117-100.0% -$1,051 清仓
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C $00.00%0 -11-100.0% -$1,035 清仓
AEVA AEVA TECHNOLOGIES INC COM NEW $00.00%0 -78-100.0% -$1,026 清仓