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
NSP INSPERITY INC COM $1,0000.00%37 37— $1,000 新建仓
ASTS AST SPACEMOBILE INC COM CL A $9940.00%12 12— $994 新建仓
IXC ISHARES GLOBAL ENERGY ETF $9920.00%17 17— $992 新建仓
LNTH LANTHEUS HLDGS INC COM $9860.00%13 13— $986 新建仓
HUT HUT 8 CORP COM $9850.00%21 21— $985 新建仓
GXO GXO LOGISTICS INCORPORATED COMMON STOCK $9850.00%19 19— $985 新建仓
VVV VALVOLINE INC COM $9770.00%29 29— $977 新建仓
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF $9770.00%23 23— $977 新建仓
UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT $9710.00%24 24— $971 新建仓
RGTI RIGETTI COMPUTING INC COMMON STOCK $9690.00%69 69— $969 新建仓
— APELLIS PHARMACEUTICALS INC COM $9660.00%24 24— $966 新建仓
BRZE BRAZE INC COM CL A $9440.00%40 40— $944 新建仓
IRTC IRHYTHM HOLDINGS INC COM $9440.00%8 8— $944 新建仓
ETON ETON PHARMACEUTICALS INC COM $9380.00%38 38— $938 新建仓
NJR NEW JERSEY RES CORP COM $9340.00%17 17— $934 新建仓
ACLS AXCELIS TECHNOLOGIES INC COM NEW $9310.00%10 10— $931 新建仓
WING WINGSTOP INC COM $9300.00%6 6— $930 新建仓
EEFT EURONET WORLDWIDE INC COM $9290.00%14 14— $929 新建仓
NNN NNN REIT INC COM $9250.00%22 22— $925 新建仓
WEX WEX INC COM $9180.00%6 6— $918 新建仓
IPGP IPG PHOTONICS CORP COM $9170.00%8 8— $917 新建仓
MLR MILLER INDS INC TENN COM NEW $9110.00%20 20— $911 新建仓
OMF ONEMAIN HLDGS INC COM $9090.00%17 17— $909 新建仓
IPAR INTERPARFUMS INC COM $9080.00%10 10— $908 新建仓
CNH CNH INDL N V SHS $9020.00%82 82— $902 新建仓
TXG 10X GENOMICS INC CL A COM $8920.00%42 42— $892 新建仓
CAVA CAVA GROUP INC COM $8900.00%11 11— $890 新建仓
SPB SPECTRUM BRANDS HLDGS INC NEW COM $8840.00%12 12— $884 新建仓
PVLA PALVELLA THERAPEUTICS INC NEW COM $8730.00%7 7— $873 新建仓
TRUP TRUPANION INC COM $8710.00%34 34— $871 新建仓
DAVE DAVE INC CLASS A COM NEW $8700.00%5 5— $870 新建仓
AHRT AH RLTY TR INC COM $8690.00%158 158— $869 新建仓
DAR DARLING INGREDIENTS INC COM $8660.00%14 14— $866 新建仓
GSAT GLOBALSTAR INC COM NEW $8630.00%13 13— $863 新建仓
HIFS HINGHAM INSTN SVGS MASS COM $8580.00%3 3— $858 新建仓
NUTX NUTEX HEALTH INC COM $8550.00%9 9— $855 新建仓
INVX INNOVEX INTERNATIONAL INC COM $8540.00%35 35— $854 新建仓
WAL WESTERN ALLIANCE BANCORP COM $8500.00%12 12— $850 新建仓
BIO BIO RAD LABS INC CL A $8360.00%3 3— $836 新建仓
OLN OLIN CORP COM PAR $1 $8320.00%28 28— $832 新建仓
HNST HONEST CO INC COM $8260.00%281 281— $826 新建仓
— WEAVE COMMUNICATIONS INC COM $8220.00%178 178— $822 新建仓
ALSN ALLISON TRANSMISSION HLDGS INC COM $8190.00%7 7— $819 新建仓
PCVX VAXCYTE INC COM $8140.00%14 14— $814 新建仓
KOPN KOPIN CORP COM $8100.00%360 360— $810 新建仓
WHR WHIRLPOOL CORP COM $8090.00%15 15— $809 新建仓
BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS $8040.00%93 93— $804 新建仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $8030.00%89 89— $803 新建仓
QS QUANTUMSCAPE CORP COM CL A $7980.00%125 125— $798 新建仓
RPM RPM INTL INC COM $7950.00%8 8— $795 新建仓
UMBF UMB FINL CORP COM $7900.00%7 7— $790 新建仓
GDRX GOODRX HLDGS INC COM CL A $7840.00%400 400— $784 新建仓
ABG ASBURY AUTOMOTIVE GROUP INC COM $7820.00%4 4— $782 新建仓
WOR WORTHINGTON ENTERPRISES INC COM $7820.00%15 15— $782 新建仓
DLB DOLBY LABORATORIES INC COM CL A $7810.00%13 13— $781 新建仓
PATH UIPATH INC CL A $7770.00%70 70— $777 新建仓
IRMD IRADIMED CORP COM $7700.00%8 8— $770 新建仓
HLF HERBALIFE LTD COM SHS $7650.00%52 52— $765 新建仓
VIR VIR BIOTECHNOLOGY INC COM $7620.00%85 85— $762 新建仓
PCTY PAYLOCITY HLDG CORP COM $7560.00%7 7— $756 新建仓
ADTN ADTRAN HOLDINGS INC COM $7550.00%60 60— $755 新建仓
VNOM VIPER ENERGY INC CL A $7520.00%16 16— $752 新建仓
CNS COHEN & STEERS INC COM $7510.00%12 12— $751 新建仓
LBTYA LIBERTY GLOBAL LTD COM CL A $7500.00%62 62— $750 新建仓
PTON PELOTON INTERACTIVE INC CL A COM $7340.00%171 171— $734 新建仓
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A $7330.00%8 8— $733 新建仓
LEA LEAR CORP COM NEW $7260.00%6 6— $726 新建仓
FRHC FREEDOM HOLDING CORP COM $7240.00%5 5— $724 新建仓
HUBG HUB GROUP INC CL A $7210.00%20 20— $721 新建仓
LPG DORIAN LPG LTD SHS USD $7180.00%21 21— $718 新建仓
SBSI SOUTHSIDE BANCSHARES INC COM $7150.00%23 23— $715 新建仓
CHKP CHECK POINT SOFTWARE TECH LTD ORD $7140.00%5 5— $714 新建仓
CDP COPT DEFENSE PROPERTIES SHS BEN INT $7040.00%23 23— $704 新建仓
BL BLACKLINE INC COM $7030.00%19 19— $703 新建仓
FOUR SHIFT4 PMTS INC CL A $7000.00%16 16— $700 新建仓
— TAYLOR MORRISON HOME CORP COM $6990.00%12 12— $699 新建仓
AI C3 AI INC CL A $6990.00%83 83— $699 新建仓
QNST QUINSTREET INC COM $6970.00%58 58— $697 新建仓
LBTYK LIBERTY GLOBAL LTD COM CL C $6920.00%59 59— $692 新建仓
PTCT PTC THERAPEUTICS INC COM $6810.00%10 10— $681 新建仓
LOPE GRAND CANYON ED INC COM $6800.00%4 4— $680 新建仓
RYN RAYONIER INC COM $6800.00%33 33— $680 新建仓
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $6770.00%17 17— $677 新建仓
NX QUANEX BLDG PRODS CORP COM $6650.00%37 37— $665 新建仓
XPEL XPEL INC COM $6640.00%15 15— $664 新建仓
TLK TELEKOMUNIKASI IND SPONSORED ADR $6540.00%35 35— $654 新建仓
BRKR BRUKER CORP COM $6500.00%18 18— $650 新建仓
RHLD RESOLUTE HLDGS MGMT INC COM $6490.00%4 4— $649 新建仓
CLPT CLEARPOINT NEURO INC COM $6460.00%71 71— $646 新建仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 A $6450.00%2,623 2,623— $645 新建仓
PINS PINTEREST INC CL A $6420.00%35 35— $642 新建仓
— AMICUS THERAPEUTIC COM $6360.00%44 44— $636 新建仓
SBRA SABRA HEALTH CARE REIT INC COM $6350.00%33 33— $635 新建仓
SDGR SCHRODINGER INC COM $6250.00%55 55— $625 新建仓
EVTC EVERTEC INC COM $6210.00%22 22— $621 新建仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z $6170.00%2,623 2,623— $617 新建仓
XMTR XOMETRY INC CLASS A COM $6130.00%15 15— $613 新建仓
CXT CRANE NXT CO COM $6090.00%15 15— $609 新建仓
MXL MAXLINEAR INC COM $6090.00%35 35— $609 新建仓
HOG HARLEY DAVIDSON INC COM $6070.00%30 30— $607 新建仓