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
SMP STANDARD MTR PRODS INC COM $3130.00%9 9— $313 新建仓
LFST LIFESTANCE HEALTH GROUP INC COM $3120.00%49 49— $312 新建仓
BROS DUTCH BROS INC CL A $3040.00%6 6— $304 新建仓
SENEA SENECA FOODS CORP NEW CL A $3020.00%2 2— $302 新建仓
LQDA LIQUIDIA CORPORATION COM NEW $3020.00%8 8— $302 新建仓
COTY COTY INC COM CL A $3020.00%150 150— $302 新建仓
AUR AURORA INNOVATION INC CLASS A COM $3010.00%73 73— $301 新建仓
NMRK NEWMARK GROUP INC CL A $3000.00%20 20— $300 新建仓
NIC NICOLET BANKSHARES INC COM $2970.00%2 2— $297 新建仓
FULC FULCRUM THERAPEUTICS INC COM $2910.00%38 38— $291 新建仓
ORC ORCHID IS CAP INC COM NEW $2880.00%41 41— $288 新建仓
— HERITAGE COMM CORP COM $2870.00%23 23— $287 新建仓
RGR STURM RUGER & CO INC COM $2810.00%7 7— $281 新建仓
BSY BENTLEY SYS INC COM CL B $2810.00%8 8— $281 新建仓
RH RH COM $2800.00%2 2— $280 新建仓
CMP COMPASS MINERALS INTL INC COM $2800.00%12 12— $280 新建仓
DEC DIVERSIFIED ENERGY CO COMMON STOCK $2790.00%16 16— $279 新建仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $2770.00%12 12— $277 新建仓
ANAB ANAPTYSBIO INC COM $2770.00%5 5— $277 新建仓
HEI HEICO CORP NEW COM $2740.00%1 1— $274 新建仓
NPK NATIONAL PRESTO INDS INC COM $2740.00%2 2— $274 新建仓
VC VISTEON CORP COM NEW $2730.00%3 3— $273 新建仓
CBL CBL & ASSOC PPTYS INC COMMON STOCK $2690.00%7 7— $269 新建仓
RDDT REDDIT INC CL A $2690.00%2 2— $269 新建仓
TYRA TYRA BIOSCIENCES INC COM $2680.00%7 7— $268 新建仓
BBAI BIGBEAR AI HLDGS INC COM $2680.00%76 76— $268 新建仓
CERT CERTARA INC COM $2680.00%47 47— $268 新建仓
GAP GAP INC COM $2660.00%11 11— $266 新建仓
SITE SITEONE LANDSCAPE SUPPLY INC COM $2660.00%2 2— $266 新建仓
NTB BANK OF N T BUTTERFIELD & SON SHS NEW $2620.00%5 5— $262 新建仓
USLM UNITED STS LIME & MINERALS INC COM $2610.00%2 2— $261 新建仓
JBLU JETBLUE AIRWAYS CORP COM $2610.00%59 59— $261 新建仓
APLD APPLIED DIGITAL CORP COM NEW $2610.00%11 11— $261 新建仓
HCSG HEALTHCARE SVCS GROUP INC COM $2600.00%14 14— $260 新建仓
NBR NABORS INDUSTRIES LTD SHS $2580.00%3 3— $258 新建仓
BOKF BOK FINL CORP COM NEW $2560.00%2 2— $256 新建仓
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $2550.00%3 3— $255 新建仓
— CRINETICS PHARMACEUTICALS INC COM $2540.00%7 7— $254 新建仓
DYN DYNE THERAPEUTICS INC COM $2540.00%14 14— $254 新建仓
ACM AECOM COM $2540.00%3 3— $254 新建仓
— LIBERTY BROADBAND CORP COM SER C $2520.00%5 5— $252 新建仓
OSW ONESPAWORLD HOLDINGS LIMITED COM $2520.00%11 11— $252 新建仓
MCB METROPOLITAN BK HLDG CORP COM $2500.00%3 3— $250 新建仓
— SANGAMO THERAPEUTICS INC COM $2470.00%1,000 1,000— $247 新建仓
PENG PENGUIN SOLUTIONS INC COM $2460.00%14 14— $246 新建仓
GEVO GEVO INC COM PAR $2460.00%90 90— $246 新建仓
LUNR INTUITIVE MACHINES INC CLASS A COM $2410.00%13 13— $241 新建仓
FATE FATE THERAPEUTICS INC COM $2400.00%200 200— $240 新建仓
DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT $2320.00%35 35— $232 新建仓
— ARCELLX INC COMMON STOCK $2300.00%2 2— $230 新建仓
WLDN WILLDAN GROUP INC COM $2300.00%3 3— $230 新建仓
SMMT SUMMIT THERAPEUTICS INC COM $2280.00%12 12— $228 新建仓
CELC CELCUITY INC COM $2280.00%2 2— $228 新建仓
CMCL CALEDONIA MNG CORP SHS NEW $2260.00%10 10— $226 新建仓
NBN NORTHEAST BK PORTLAND ME COM $2250.00%2 2— $225 新建仓
YETI YETI HLDGS INC COM $2200.00%6 6— $220 新建仓
RUM RUMBLE INC COM CL A $2190.00%43 43— $219 新建仓
— DIGITALBRIDGE GROUP INC CL A NEW $2160.00%14 14— $216 新建仓
CRBG COREBRIDGE FINL INC COM $2150.00%9 9— $215 新建仓
ROG ROGERS CORP COM $2150.00%2 2— $215 新建仓
BLND BLEND LABS INC CL A $2130.00%125 125— $213 新建仓
LAZ LAZARD INC COM $2120.00%5 5— $212 新建仓
HEI/A HEICO CORP NEW CL A $2110.00%1 1— $211 新建仓
WRBY WARBY PARKER INC CL A COM $2110.00%10 10— $211 新建仓
— TERNS PHARMACEUTICALS INC COM $2110.00%4 4— $211 新建仓
PACB PACIFIC BIOSCIENCES CALIF INC COM $2090.00%158 158— $209 新建仓
BCO BRINKS CO COM $2070.00%2 2— $207 新建仓
ABSI ABSCI CORPORATION COM $2070.00%69 69— $207 新建仓
NVCR NOVOCURE LTD ORD SHS $2070.00%19 19— $207 新建仓
VVX V2X INC COM $2060.00%3 3— $206 新建仓
FLUT FLUTTER ENTMT PLC SHS $2040.00%2 2— $204 新建仓
IBOC INTERNATIONAL BANCSHARES CORP COM $2020.00%3 3— $202 新建仓
PLUG PLUG PWR INC COM NEW $2010.00%89 89— $201 新建仓
— LIBERTY BROADBAND CORP COM SER A $2010.00%4 4— $201 新建仓
OKLO OKLO INC COM CL A $1980.00%4 4— $198 新建仓
ABX ABACUS GLOBAL MGMT INC CL A $1970.00%25 25— $197 新建仓
RUSHB RUSH ENTERPRISES INC CL B $1930.00%3 3— $193 新建仓
BCRX BIOCRYST PHARMACEUTICALS INC COM $1900.00%20 20— $190 新建仓
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $1900.00%4 4— $190 新建仓
COUR COURSERA INC COM $1860.00%32 32— $186 新建仓
MIRM MIRUM PHARMACEUTICALS INC COM $1850.00%2 2— $185 新建仓
— SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF $1820.00%3 3— $182 新建仓
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD $1820.00%4 4— $182 新建仓
CECO CECO ENVIRONMENTAL CORP COM $1790.00%3 3— $179 新建仓
EBC EASTERN BANKSHARES INC COM $1760.00%9 9— $176 新建仓
ST SENSATA TECHNOLOGIES HLDG PLC SHS $1760.00%5 5— $176 新建仓
OIS OIL STS INTL INC COM $1750.00%15 15— $175 新建仓
CNXN PC CONNECTION INC COM $1750.00%3 3— $175 新建仓
LEU CENTRUS ENERGY CORP CL A $1740.00%1 1— $174 新建仓
SWX SOUTHWEST GAS HLDGS INC COM $1740.00%2 2— $174 新建仓
RIOT RIOT PLATFORMS INC COM $1730.00%14 14— $173 新建仓
UVE UNIVERSAL INS HLDGS INC COM $1710.00%5 5— $171 新建仓
QCRH QCR HLDGS INC COM $1710.00%2 2— $171 新建仓
AVPT AVEPOINT INC COM CL A $1710.00%18 18— $171 新建仓
VSTM VERASTEM INC COM NEW $1700.00%32 32— $170 新建仓
SLS SELLAS LIFE SCIENCES GROUP INC COM NEW $1690.00%40 40— $169 新建仓
CPS COOPER-STANDARD HOLDINGS INC COM $1670.00%6 6— $167 新建仓
ARQT ARCUTIS BIOTHERAPEUTICS INC COM $1650.00%7 7— $165 新建仓
SVRA SAVARA INC COM $1640.00%30 30— $164 新建仓
BRBR BELLRING BRANDS INC COMMON STOCK $1610.00%10 10— $161 新建仓