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
LH LABCORP HOLDINGS INC COM SHS $2.72万0.01%102 102— $2.72万 新建仓
KRYS KRYSTAL BIOTECH INC COM $2.71万0.01%105 105— $2.71万 新建仓
BNS BANK NOVA SCOTIA B C COM $2.70万0.01%390 390— $2.70万 新建仓
CHD CHURCH & DWIGHT CO INC COM $2.70万0.01%289 289— $2.70万 新建仓
DIVB ISHARES CORE DIVIDEND ETF $2.68万0.01%497 497— $2.68万 新建仓
CRS CARPENTER TECHNOLOGY CORP COM $2.68万0.01%68 68— $2.68万 新建仓
CCL CARNIVAL CORP LTD COMMON SHARES $2.68万0.01%1,035 1,035— $2.68万 新建仓
FDVV FIDELITY HIGH DIVIDEND ETF $2.66万0.01%482 482— $2.66万 新建仓
QSR RESTAURANT BRANDS INTL INC COM $2.66万0.01%360 360— $2.66万 新建仓
NUE NUCOR CORP COM $2.65万0.01%157 157— $2.65万 新建仓
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $2.64万0.01%431 431— $2.64万 新建仓
NET CLOUDFLARE INC CL A COM $2.64万0.01%128 128— $2.64万 新建仓
IDXX IDEXX LABS INC COM $2.64万0.01%47 47— $2.64万 新建仓
PUK PRUDENTIAL PLC ADR $2.64万0.01%928 928— $2.64万 新建仓
JXN JACKSON FINANCIAL INC COM CL A $2.63万0.01%249 249— $2.63万 新建仓
ACGL ARCH CAP GROUP LTD ORD $2.63万0.01%274 274— $2.63万 新建仓
CP CANADIAN PACIFIC KANSAS CITY COM $2.63万0.01%334 334— $2.63万 新建仓
DGX QUEST DIAGNOSTICS INC COM $2.63万0.01%134 134— $2.63万 新建仓
CFG CITIZENS FINL GROUP INC COM $2.63万0.01%438 438— $2.63万 新建仓
MFC MANULIFE FINL CORP COM $2.62万0.01%762 762— $2.62万 新建仓
EXE EXPAND ENERGY CORPORATION COM $2.62万0.01%239 239— $2.62万 新建仓
SNEX STONEX GROUP INC COM $2.60万0.01%322 322— $2.60万 新建仓
RELX RELX PLC SPONSORED ADR $2.59万0.01%780 780— $2.59万 新建仓
F FORD MTR CO COM $2.58万0.01%2,236 2,236— $2.58万 新建仓
STZ CONSTELLATION BRANDS INC CL A $2.57万0.01%171 171— $2.57万 新建仓
LVS LAS VEGAS SANDS CORP COM $2.56万0.01%476 476— $2.56万 新建仓
QBTS D-WAVE QUANTUM INC COM $2.56万0.01%1,777 1,777— $2.56万 新建仓
NVO NOVO-NORDISK A S ADR $2.55万0.01%695 695— $2.55万 新建仓
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $2.54万0.01%393 393— $2.54万 新建仓
NOV NOV INC COM $2.54万0.01%1,349 1,349— $2.54万 新建仓
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS $2.54万0.01%190 190— $2.54万 新建仓
ENTG ENTEGRIS INC COM $2.53万0.01%216 216— $2.53万 新建仓
FORM FORMFACTOR INC COM $2.52万0.01%260 260— $2.52万 新建仓
ITT ITT INC COM $2.52万0.01%132 132— $2.52万 新建仓
CMG CHIPOTLE MEXICAN GRILL INC COM $2.51万0.01%785 785— $2.51万 新建仓
SMH VANECK SEMICONDUCTOR ETF $2.49万0.01%65 65— $2.49万 新建仓
FNB F N B CORP COM $2.48万0.01%1,481 1,481— $2.48万 新建仓
ESE ESCO TECHNOLOGIES INC COM $2.48万0.01%88 88— $2.48万 新建仓
TRNO TERRENO RLTY CORP COM $2.48万0.01%403 403— $2.48万 新建仓
P EVERPURE INC CL A $2.47万0.01%418 418— $2.47万 新建仓
IBP INSTALLED BLDG PRODS INC COM $2.47万0.01%93 93— $2.47万 新建仓
JLL JONES LANG LASALLE INC COM $2.46万0.01%81 81— $2.46万 新建仓
EQNR EQUINOR ASA SPONSORED ADR $2.45万0.01%580 580— $2.45万 新建仓
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF $2.45万0.01%547 547— $2.45万 新建仓
ECG EVERUS CONSTR GROUP COM $2.44万0.01%207 207— $2.44万 新建仓
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF $2.43万0.01%280 280— $2.43万 新建仓
AWI ARMSTRONG WORLD INDS INC NEW COM $2.42万0.01%147 147— $2.42万 新建仓
TPR TAPESTRY INC COM $2.41万0.01%171 171— $2.41万 新建仓
DCI DONALDSON INC COM $2.40万0.01%283 283— $2.40万 新建仓
BN BROOKFIELD CORP CL A LTD VT SH $2.39万0.01%590 590— $2.39万 新建仓
MGC VANGUARD MEGA CAP ETF $2.36万0.01%100 100— $2.36万 新建仓
STRL STERLING INFRASTRUCTURE INC COM $2.36万0.01%58 58— $2.36万 新建仓
TOL TOLL BROTHERS INC COM $2.36万0.01%173 173— $2.36万 新建仓
KB KB FINL GROUP INC SPONSORED ADR $2.34万0.01%235 235— $2.34万 新建仓
Q QNITY ELECTRONICS INC COMMON STOCK $2.34万0.01%203 203— $2.34万 新建仓
DOW DOW HLDGS INC COM $2.34万0.01%561 561— $2.34万 新建仓
BIIB BIOGEN INC COM $2.33万0.01%127 127— $2.33万 新建仓
IQV IQVIA HLDGS INC COM $2.32万0.01%136 136— $2.32万 新建仓
SE SEA LTD SPONSORD ADS $2.32万0.01%280 280— $2.32万 新建仓
DRI DARDEN RESTAURANTS INC COM $2.31万0.01%118 118— $2.31万 新建仓
EAT BRINKER INTL INC COM $2.31万0.01%162 162— $2.31万 新建仓
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $2.31万0.01%377 377— $2.31万 新建仓
PRU PRUDENTIAL FINL INC COM $2.31万0.01%236 236— $2.31万 新建仓
PPL PPL CORP COM $2.29万0.01%599 599— $2.29万 新建仓
BURL BURLINGTON STORES INC COM $2.28万0.01%70 70— $2.28万 新建仓
RF REGIONS FINANCIAL CORP NEW COM $2.27万0.01%868 868— $2.27万 新建仓
MSCI MSCI INC COM $2.26万0.01%42 42— $2.26万 新建仓
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF $2.26万0.01%500 500— $2.26万 新建仓
VOE VANGUARD MID-CAP VALUE ETF $2.23万0.01%121 121— $2.23万 新建仓
ENLT ENLIGHT RENEWABLE ENERGY LTD SHS $2.22万0.01%325 325— $2.22万 新建仓
CNP CENTERPOINT ENERGY INC COM $2.22万0.01%514 514— $2.22万 新建仓
IT GARTNER INC COM $2.22万0.01%140 140— $2.22万 新建仓
WFRD WEATHERFORD INTL PLC ORD SHS $2.21万0.01%234 234— $2.21万 新建仓
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF $2.21万0.01%260 260— $2.21万 新建仓
WRB BERKLEY W R CORP COM $2.21万0.01%333 333— $2.21万 新建仓
PCG PG&E CORP COM $2.21万0.01%1,255 1,255— $2.21万 新建仓
NXPI NXP SEMICONDUCTORS N V COM $2.20万0.01%112 112— $2.20万 新建仓
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW $2.19万0.01%800 800— $2.19万 新建仓
WWD WOODWARD INC COM $2.18万0.01%61 61— $2.18万 新建仓
PBA PEMBINA PIPELINE CORP COM $2.17万0.01%485 485— $2.17万 新建仓
AKAM AKAMAI TECHNOLOGIES INC COM $2.17万0.01%189 189— $2.17万 新建仓
GVA GRANITE CONSTR INC COM $2.17万0.01%181 181— $2.17万 新建仓
ILMN ILLUMINA INC COM $2.17万0.01%176 176— $2.17万 新建仓
ED CONSOLIDATED EDISON INC COM $2.16万0.01%191 191— $2.16万 新建仓
RBLX ROBLOX CORP CL A $2.16万0.01%382 382— $2.16万 新建仓
OXY OCCIDENTAL PETE CORP COM $2.16万0.01%332 332— $2.16万 新建仓
ONB OLD NATL BANCORP IND COM $2.16万0.01%976 976— $2.16万 新建仓
TROW PRICE T ROWE GROUP INC COM $2.15万0.01%239 239— $2.15万 新建仓
— SEALED AIR CORP NEW COM $2.15万0.01%512 512— $2.15万 新建仓
LYV LIVE NATION ENTERTAINMENT INC COM $2.14万0.01%140 140— $2.14万 新建仓
STM STMICROELECTRONICS N V NY REGISTRY $2.13万0.01%617 617— $2.13万 新建仓
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF $2.12万0.01%297 297— $2.12万 新建仓
BC BRUNSWICK CORP COM $2.12万0.01%291 291— $2.12万 新建仓
NVT NVENT ELEC PLC SHS $2.11万0.01%178 178— $2.11万 新建仓
— FIDELITY INTERNATIONAL MULTIFACTOR ETF $2.11万0.01%590 590— $2.11万 新建仓
DG DOLLAR GEN CORP COM $2.10万0.01%177 177— $2.10万 新建仓
ON ON SEMICONDUCTOR CORP COM $2.08万0.01%336 336— $2.08万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $2.07万0.01%221 221— $2.07万 新建仓
NWS NEWS CORP NEW CL B $2.07万0.01%727 727— $2.07万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $2.07万0.01%291 291— $2.07万 新建仓