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 |
|---|---|---|---|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP COM | $3.81万 | 0.01% | 476 | 476 | — | $3.81万 | 新建仓 |
| VTR | VENTAS INC COM | $3.80万 | 0.01% | 465 | 465 | — | $3.80万 | 新建仓 |
| NOK | NOKIA CORP SPONSORED ADR | $3.80万 | 0.01% | 4,721 | 4,721 | — | $3.80万 | 新建仓 |
| ETR | ENTERGY CORP NEW COM | $3.79万 | 0.01% | 337 | 337 | — | $3.79万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $3.77万 | 0.01% | 3,347 | 3,347 | — | $3.77万 | 新建仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $3.76万 | 0.01% | 937 | 937 | — | $3.76万 | 新建仓 |
| FIX | COMFORT SYS USA INC COM | $3.72万 | 0.01% | 27 | 27 | — | $3.72万 | 新建仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $3.72万 | 0.01% | 397 | 397 | — | $3.72万 | 新建仓 |
| TGT | TARGET CORP COM | $3.72万 | 0.01% | 307 | 307 | — | $3.72万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $3.71万 | 0.01% | 375 | -2,244 | -85.7% | -$22.23万 | 减仓 |
| PCAR | PACCAR INC COM | $3.71万 | 0.01% | 321 | 321 | — | $3.71万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $3.68万 | 0.01% | 600 | 600 | — | $3.68万 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $3.68万 | 0.01% | 199 | 199 | — | $3.68万 | 新建仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $3.67万 | 0.01% | 384 | 384 | — | $3.67万 | 新建仓 |
| — | FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER | $3.64万 | 0.01% | 1,514 | 1,514 | — | $3.64万 | 新建仓 |
| B | BARRICK MNG CORP COM SHS | $3.62万 | 0.01% | 887 | 887 | — | $3.62万 | 新建仓 |
| CW | CURTISS WRIGHT CORP COM | $3.61万 | 0.01% | 53 | 53 | — | $3.61万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP COM | $3.61万 | 0.01% | 777 | 777 | — | $3.61万 | 新建仓 |
| IX | ORIX CORP SPONSORED ADR | $3.60万 | 0.01% | 1,200 | 1,200 | — | $3.60万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $3.59万 | 0.01% | 1,509 | 1,509 | — | $3.59万 | 新建仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $3.56万 | 0.01% | 510 | 510 | — | $3.56万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP COM | $3.54万 | 0.01% | 1,369 | 1,369 | — | $3.54万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $3.52万 | 0.01% | 323 | 323 | — | $3.52万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $3.51万 | 0.01% | 675 | 675 | — | $3.51万 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $3.48万 | 0.01% | 1,458 | 1,458 | — | $3.48万 | 新建仓 |
| HLN | HALEON PLC SPON ADS | $3.46万 | 0.01% | 3,456 | 3,456 | — | $3.46万 | 新建仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $3.43万 | 0.01% | 1,306 | 1,306 | — | $3.43万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL COM | $3.43万 | 0.01% | 504 | 504 | — | $3.43万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM COM | $3.41万 | 0.01% | 252 | 252 | — | $3.41万 | 新建仓 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $3.41万 | 0.01% | 622 | 622 | — | $3.41万 | 新建仓 |
| AON | AON PLC SHS CL A | $3.41万 | 0.01% | 106 | 106 | — | $3.41万 | 新建仓 |
| BCPC | BALCHEM CORP COM | $3.39万 | 0.01% | 200 | 200 | — | $3.39万 | 新建仓 |
| NTAP | NETAPP INC COM | $3.39万 | 0.01% | 331 | 331 | — | $3.39万 | 新建仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $3.38万 | 0.01% | 1,286 | 1,286 | — | $3.38万 | 新建仓 |
| DHI | D R HORTON INC COM | $3.37万 | 0.01% | 246 | 246 | — | $3.37万 | 新建仓 |
| INDA | ISHARES MSCI INDIA ETF | $3.35万 | 0.01% | 714 | 714 | — | $3.35万 | 新建仓 |
| ADC | AGREE RLTY CORP COM | $3.34万 | 0.01% | 443 | 443 | — | $3.34万 | 新建仓 |
| MET | METLIFE INC COM | $3.33万 | 0.01% | 471 | 471 | — | $3.33万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $3.31万 | 0.01% | 2,115 | 2,115 | — | $3.31万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $3.30万 | 0.01% | 92 | 92 | — | $3.30万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $3.28万 | 0.01% | 30 | 30 | — | $3.28万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $3.25万 | 0.01% | 868 | 868 | — | $3.25万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $3.24万 | 0.01% | 155 | 155 | — | $3.24万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $3.23万 | 0.01% | 140 | 140 | — | $3.23万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $3.20万 | 0.01% | 54 | 54 | — | $3.20万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $3.20万 | 0.01% | 144 | 144 | — | $3.20万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $3.16万 | 0.01% | 1,521 | -2,006 | -56.9% | -$4.16万 | 重新持有 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $3.15万 | 0.01% | 448 | 448 | — | $3.15万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $3.15万 | 0.01% | 161 | 161 | — | $3.15万 | 新建仓 |
| KGC | KINROSS GOLD CORP COM | $3.13万 | 0.01% | 1,026 | 1,026 | — | $3.13万 | 新建仓 |
| VRSN | VERISIGN INC COM | $3.13万 | 0.01% | 126 | 126 | — | $3.13万 | 新建仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $3.12万 | 0.01% | 1,258 | 1,258 | — | $3.12万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $3.12万 | 0.01% | 158 | 158 | — | $3.12万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $3.12万 | 0.01% | 1,439 | 1,439 | — | $3.12万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.12万 | 0.01% | 144 | 144 | — | $3.12万 | 新建仓 |
| BWA | BORGWARNER INC COM | $3.11万 | 0.01% | 574 | 574 | — | $3.11万 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $3.11万 | 0.01% | 388 | 388 | — | $3.11万 | 新建仓 |
| JBL | JABIL INC COM | $3.11万 | 0.01% | 117 | 117 | — | $3.11万 | 新建仓 |
| STT | STATE STR CORP COM | $3.10万 | 0.01% | 245 | 245 | — | $3.10万 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $3.10万 | 0.01% | 197 | 197 | — | $3.10万 | 新建仓 |
| FN | FABRINET SHS | $3.08万 | 0.01% | 59 | 59 | — | $3.08万 | 新建仓 |
| VMC | VULCAN MATLS CO COM | $3.08万 | 0.01% | 113 | 113 | — | $3.08万 | 新建仓 |
| EXC | EXELON CORP COM | $3.07万 | 0.01% | 627 | 627 | — | $3.07万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $3.07万 | 0.01% | 105 | 105 | — | $3.07万 | 新建仓 |
| ALB | ALBEMARLE CORP COM | $3.07万 | 0.01% | 171 | 171 | — | $3.07万 | 新建仓 |
| URI | UNITED RENTALS INC COM | $3.06万 | 0.01% | 42 | 42 | — | $3.06万 | 新建仓 |
| SSRM | SSR MINING IN COM | $3.06万 | 0.01% | 1,041 | 1,041 | — | $3.06万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $3.06万 | 0.01% | 895 | 895 | — | $3.06万 | 新建仓 |
| VST | VISTRA CORP COM | $3.05万 | 0.01% | 203 | 203 | — | $3.05万 | 新建仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $3.05万 | 0.01% | 2,044 | 2,044 | — | $3.05万 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $3.03万 | 0.01% | 456 | 456 | — | $3.03万 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $3.00万 | 0.01% | 215 | 215 | — | $3.00万 | 新建仓 |
| CASY | CASEYS GEN STORES INC COM | $2.98万 | 0.01% | 41 | 41 | — | $2.98万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.98万 | 0.01% | 368 | 368 | — | $2.98万 | 新建仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $2.97万 | 0.01% | 304 | 304 | — | $2.97万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2.97万 | 0.01% | 515 | 515 | — | $2.97万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $2.95万 | 0.01% | 149 | 149 | — | $2.95万 | 新建仓 |
| CE | CELANESE CORP DEL COM | $2.95万 | 0.01% | 448 | 448 | — | $2.95万 | 新建仓 |
| PLAB | PHOTRONICS INC COM | $2.94万 | 0.01% | 728 | 728 | — | $2.94万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC COM | $2.93万 | 0.01% | 141 | 141 | — | $2.93万 | 新建仓 |
| RGLD | ROYAL GOLD INC COM | $2.93万 | 0.01% | 115 | 115 | — | $2.93万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.92万 | 0.01% | 402 | 402 | — | $2.92万 | 新建仓 |
| NI | NISOURCE INC COM | $2.92万 | 0.01% | 626 | 626 | — | $2.92万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $2.91万 | 0.01% | 380 | 380 | — | $2.91万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $2.91万 | 0.01% | 49 | 49 | — | $2.91万 | 新建仓 |
| XYL | XYLEM INC COM | $2.90万 | 0.01% | 243 | 243 | — | $2.90万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $2.90万 | 0.01% | 443 | 443 | — | $2.90万 | 新建仓 |
| IRM | IRON MTN INC DEL COM | $2.88万 | 0.01% | 282 | 282 | — | $2.88万 | 新建仓 |
| GRMN | GARMIN LTD SHS | $2.88万 | 0.01% | 124 | 124 | — | $2.88万 | 新建仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $2.87万 | 0.01% | 300 | 300 | — | $2.87万 | 新建仓 |
| L | LOEWS CORP COM | $2.87万 | 0.01% | 269 | 269 | — | $2.87万 | 新建仓 |
| AUGO | AURA MINERALS INC SHS NEW | $2.86万 | 0.01% | 350 | 350 | — | $2.86万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC COM | $2.85万 | 0.01% | 150 | 150 | — | $2.85万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC COM | $2.83万 | 0.01% | 248 | 248 | — | $2.83万 | 新建仓 |
| XYZ | BLOCK INC CL A | $2.83万 | 0.01% | 470 | 470 | — | $2.83万 | 新建仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2.80万 | 0.01% | 834 | 834 | — | $2.80万 | 新建仓 |
| FNV | FRANCO NEV CORP COM | $2.79万 | 0.01% | 113 | 113 | — | $2.79万 | 新建仓 |
| XPO | XPO INC COM | $2.76万 | 0.01% | 142 | 142 | — | $2.76万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $2.76万 | 0.01% | 291 | 291 | — | $2.76万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $2.74万 | 0.01% | 409 | 409 | — | $2.74万 | 新建仓 |