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
GRMN GARMIN LTD SHS $00.00%0 -124-100.0% -$2.88万 清仓
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF $00.00%0 -300-100.0% -$2.87万 清仓
L LOEWS CORP COM $00.00%0 -269-100.0% -$2.87万 清仓
AUGO AURA MINERALS INC SHS NEW $00.00%0 -350-100.0% -$2.86万 清仓
VRSK VERISK ANALYTICS INC COM $00.00%0 -150-100.0% -$2.85万 清仓
A AGILENT TECHNOLOGIES INC COM $00.00%0 -248-100.0% -$2.83万 清仓
XYZ BLOCK INC CL A $00.00%0 -470-100.0% -$2.83万 清仓
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF $00.00%0 -834-100.0% -$2.80万 清仓
FNV FRANCO NEV CORP COM $00.00%0 -113-100.0% -$2.79万 清仓
XPO XPO INC COM $00.00%0 -142-100.0% -$2.76万 清仓
CM CANADIAN IMPERIAL BANK OF COMM COM $00.00%0 -291-100.0% -$2.76万 清仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $00.00%0 -409-100.0% -$2.74万 清仓
LH LABCORP HOLDINGS INC COM SHS $00.00%0 -102-100.0% -$2.72万 清仓
KRYS KRYSTAL BIOTECH INC COM $00.00%0 -105-100.0% -$2.71万 清仓
BNS BANK NOVA SCOTIA B C COM $00.00%0 -390-100.0% -$2.70万 清仓
CHD CHURCH & DWIGHT CO INC COM $00.00%0 -289-100.0% -$2.70万 清仓
DIVB ISHARES CORE DIVIDEND ETF $00.00%0 -497-100.0% -$2.68万 清仓
CRS CARPENTER TECHNOLOGY CORP COM $00.00%0 -68-100.0% -$2.68万 清仓
CCL CARNIVAL CORP LTD COMMON SHARES $00.00%0 -1,035-100.0% -$2.68万 清仓
FDVV FIDELITY HIGH DIVIDEND ETF $00.00%0 -482-100.0% -$2.66万 清仓
QSR RESTAURANT BRANDS INTL INC COM $00.00%0 -360-100.0% -$2.66万 清仓
NUE NUCOR CORP COM $00.00%0 -157-100.0% -$2.65万 清仓
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $00.00%0 -431-100.0% -$2.64万 清仓
NET CLOUDFLARE INC CL A COM $00.00%0 -128-100.0% -$2.64万 清仓
IDXX IDEXX LABS INC COM $00.00%0 -47-100.0% -$2.64万 清仓
PUK PRUDENTIAL PLC ADR $00.00%0 -928-100.0% -$2.64万 清仓
JXN JACKSON FINANCIAL INC COM CL A $00.00%0 -249-100.0% -$2.63万 清仓
ACGL ARCH CAP GROUP LTD ORD $00.00%0 -274-100.0% -$2.63万 清仓
CP CANADIAN PACIFIC KANSAS CITY COM $00.00%0 -334-100.0% -$2.63万 清仓
DGX QUEST DIAGNOSTICS INC COM $00.00%0 -134-100.0% -$2.63万 清仓
CFG CITIZENS FINL GROUP INC COM $00.00%0 -438-100.0% -$2.63万 清仓
MFC MANULIFE FINL CORP COM $00.00%0 -762-100.0% -$2.62万 清仓
EXE EXPAND ENERGY CORPORATION COM $00.00%0 -239-100.0% -$2.62万 清仓
SNEX STONEX GROUP INC COM $00.00%0 -322-100.0% -$2.60万 清仓
RELX RELX PLC SPONSORED ADR $00.00%0 -780-100.0% -$2.59万 清仓
F FORD MTR CO COM $00.00%0 -2,236-100.0% -$2.58万 清仓
STZ CONSTELLATION BRANDS INC CL A $00.00%0 -171-100.0% -$2.57万 清仓
LVS LAS VEGAS SANDS CORP COM $00.00%0 -476-100.0% -$2.56万 清仓
QBTS D-WAVE QUANTUM INC COM $00.00%0 -1,777-100.0% -$2.56万 清仓
NVO NOVO-NORDISK A S ADR $00.00%0 -695-100.0% -$2.55万 清仓
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $00.00%0 -393-100.0% -$2.54万 清仓
NOV NOV INC COM $00.00%0 -1,349-100.0% -$2.54万 清仓
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS $00.00%0 -190-100.0% -$2.54万 清仓
ENTG ENTEGRIS INC COM $00.00%0 -216-100.0% -$2.53万 清仓
FORM FORMFACTOR INC COM $00.00%0 -260-100.0% -$2.52万 清仓
ITT ITT INC COM $00.00%0 -132-100.0% -$2.52万 清仓
CMG CHIPOTLE MEXICAN GRILL INC COM $00.00%0 -785-100.0% -$2.51万 清仓
FNB F N B CORP COM $00.00%0 -1,481-100.0% -$2.48万 清仓
ESE ESCO TECHNOLOGIES INC COM $00.00%0 -88-100.0% -$2.48万 清仓
TRNO TERRENO RLTY CORP COM $00.00%0 -403-100.0% -$2.48万 清仓
P EVERPURE INC CL A $00.00%0 -418-100.0% -$2.47万 清仓
IBP INSTALLED BLDG PRODS INC COM $00.00%0 -93-100.0% -$2.47万 清仓
JLL JONES LANG LASALLE INC COM $00.00%0 -81-100.0% -$2.46万 清仓
EQNR EQUINOR ASA SPONSORED ADR $00.00%0 -580-100.0% -$2.45万 清仓
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF $00.00%0 -547-100.0% -$2.45万 清仓
ECG EVERUS CONSTR GROUP COM $00.00%0 -207-100.0% -$2.44万 清仓
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF $00.00%0 -280-100.0% -$2.43万 清仓
AWI ARMSTRONG WORLD INDS INC NEW COM $00.00%0 -147-100.0% -$2.42万 清仓
TPR TAPESTRY INC COM $00.00%0 -171-100.0% -$2.41万 清仓
DCI DONALDSON INC COM $00.00%0 -283-100.0% -$2.40万 清仓
BN BROOKFIELD CORP CL A LTD VT SH $00.00%0 -590-100.0% -$2.39万 清仓
MGC VANGUARD MEGA CAP ETF $00.00%0 -100-100.0% -$2.36万 清仓
STRL STERLING INFRASTRUCTURE INC COM $00.00%0 -58-100.0% -$2.36万 清仓
TOL TOLL BROTHERS INC COM $00.00%0 -173-100.0% -$2.36万 清仓
KB KB FINL GROUP INC SPONSORED ADR $00.00%0 -235-100.0% -$2.34万 清仓
Q QNITY ELECTRONICS INC COMMON STOCK $00.00%0 -203-100.0% -$2.34万 清仓
DOW DOW HLDGS INC COM $00.00%0 -561-100.0% -$2.34万 清仓
BIIB BIOGEN INC COM $00.00%0 -127-100.0% -$2.33万 清仓
IQV IQVIA HLDGS INC COM $00.00%0 -136-100.0% -$2.32万 清仓
SE SEA LTD SPONSORD ADS $00.00%0 -280-100.0% -$2.32万 清仓
DRI DARDEN RESTAURANTS INC COM $00.00%0 -118-100.0% -$2.31万 清仓
EAT BRINKER INTL INC COM $00.00%0 -162-100.0% -$2.31万 清仓
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $00.00%0 -377-100.0% -$2.31万 清仓
PRU PRUDENTIAL FINL INC COM $00.00%0 -236-100.0% -$2.31万 清仓
PPL PPL CORP COM $00.00%0 -599-100.0% -$2.29万 清仓
BURL BURLINGTON STORES INC COM $00.00%0 -70-100.0% -$2.28万 清仓
RF REGIONS FINANCIAL CORP NEW COM $00.00%0 -868-100.0% -$2.27万 清仓
MSCI MSCI INC COM $00.00%0 -42-100.0% -$2.26万 清仓
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF $00.00%0 -500-100.0% -$2.26万 清仓
VOE VANGUARD MID-CAP VALUE ETF $00.00%0 -121-100.0% -$2.23万 清仓
ENLT ENLIGHT RENEWABLE ENERGY LTD SHS $00.00%0 -325-100.0% -$2.22万 清仓
CNP CENTERPOINT ENERGY INC COM $00.00%0 -514-100.0% -$2.22万 清仓
IT GARTNER INC COM $00.00%0 -140-100.0% -$2.22万 清仓
WFRD WEATHERFORD INTL PLC ORD SHS $00.00%0 -234-100.0% -$2.21万 清仓
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF $00.00%0 -260-100.0% -$2.21万 清仓
WRB BERKLEY W R CORP COM $00.00%0 -333-100.0% -$2.21万 清仓
PCG PG&E CORP COM $00.00%0 -1,255-100.0% -$2.21万 清仓
NXPI NXP SEMICONDUCTORS N V COM $00.00%0 -112-100.0% -$2.20万 清仓
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW $00.00%0 -800-100.0% -$2.19万 清仓
WWD WOODWARD INC COM $00.00%0 -61-100.0% -$2.18万 清仓
PBA PEMBINA PIPELINE CORP COM $00.00%0 -485-100.0% -$2.17万 清仓
AKAM AKAMAI TECHNOLOGIES INC COM $00.00%0 -189-100.0% -$2.17万 清仓
GVA GRANITE CONSTR INC COM $00.00%0 -181-100.0% -$2.17万 清仓
ILMN ILLUMINA INC COM $00.00%0 -176-100.0% -$2.17万 清仓
ED CONSOLIDATED EDISON INC COM $00.00%0 -191-100.0% -$2.16万 清仓
RBLX ROBLOX CORP CL A $00.00%0 -382-100.0% -$2.16万 清仓
OXY OCCIDENTAL PETE CORP COM $00.00%0 -332-100.0% -$2.16万 清仓
ONB OLD NATL BANCORP IND COM $00.00%0 -976-100.0% -$2.16万 清仓
TROW PRICE T ROWE GROUP INC COM $00.00%0 -239-100.0% -$2.15万 清仓
— SEALED AIR CORP NEW COM $00.00%0 -512-100.0% -$2.15万 清仓