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 |
|---|---|---|---|---|---|---|---|---|
| PSA | PUBLIC STORAGE OPER CO COM | $2.07万 | 0.01% | 76 | 76 | — | $2.07万 | 新建仓 |
| KMX | CARMAX INC COM | $2.06万 | 0.01% | 496 | 496 | — | $2.06万 | 新建仓 |
| SYY | SYSCO CORP COM | $2.06万 | 0.01% | 289 | 289 | — | $2.06万 | 新建仓 |
| BIDU | BAIDU INC SPON ADR REP A | $2.06万 | 0.01% | 185 | 185 | — | $2.06万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $2.06万 | 0.01% | 34 | 34 | — | $2.06万 | 新建仓 |
| CNI | CANADIAN NATL RY CO COM | $2.06万 | 0.01% | 200 | 200 | — | $2.06万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $2.05万 | 0.01% | 177 | 177 | — | $2.05万 | 新建仓 |
| VTRS | VIATRIS INC COM | $2.05万 | 0.01% | 1,516 | 1,516 | — | $2.05万 | 新建仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $2.04万 | 0.01% | 1,059 | 1,059 | — | $2.04万 | 新建仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $2.04万 | 0.01% | 319 | 319 | — | $2.04万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $2.04万 | 0.01% | 2,431 | 2,431 | — | $2.04万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS COM | $2.03万 | 0.01% | 63 | 63 | — | $2.03万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $2.03万 | 0.01% | 229 | 229 | — | $2.03万 | 新建仓 |
| SMTC | SEMTECH CORP COM | $2.03万 | 0.01% | 264 | 264 | — | $2.03万 | 新建仓 |
| AZO | AUTOZONE INC COM | $2.03万 | 0.01% | 6 | 6 | — | $2.03万 | 新建仓 |
| CCK | CROWN HLDGS INC COM | $2.03万 | 0.01% | 202 | 202 | — | $2.03万 | 新建仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2.02万 | 0.01% | 404 | 404 | — | $2.02万 | 新建仓 |
| USFD | US FOODS HLDG CORP COM | $2.00万 | 0.01% | 217 | 217 | — | $2.00万 | 新建仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $2.00万 | 0.01% | 1,330 | 1,330 | — | $2.00万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $1.99万 | 0.01% | 2,866 | 2,866 | — | $1.99万 | 新建仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $1.99万 | 0.01% | 2,520 | 2,520 | — | $1.99万 | 新建仓 |
| INGR | INGREDION INC COM | $1.98万 | 0.00% | 176 | 176 | — | $1.98万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $1.98万 | 0.00% | 201 | 201 | — | $1.98万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.98万 | 0.00% | 421 | 421 | — | $1.98万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $1.98万 | 0.00% | 117 | 117 | — | $1.98万 | 新建仓 |
| NKE | NIKE INC CL B | $1.97万 | 0.00% | 374 | 374 | — | $1.97万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW COM | $1.97万 | 0.00% | 392 | 392 | — | $1.97万 | 新建仓 |
| DY | DYCOM INDS INC COM | $1.97万 | 0.00% | 58 | 58 | — | $1.97万 | 新建仓 |
| GWW | WW GRAINGER INC COM | $1.96万 | 0.00% | 18 | 18 | — | $1.96万 | 新建仓 |
| — | FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $1.96万 | 0.00% | 1,686 | 1,686 | — | $1.96万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1.96万 | 0.00% | 66 | 66 | — | $1.96万 | 新建仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $1.96万 | 0.00% | 333 | 333 | — | $1.96万 | 新建仓 |
| FE | FIRSTENERGY CORP COM | $1.96万 | 0.00% | 386 | 386 | — | $1.96万 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $1.96万 | 0.00% | 644 | 644 | — | $1.96万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1.95万 | 0.00% | 121 | 121 | — | $1.95万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $1.94万 | 0.00% | 45 | 45 | — | $1.94万 | 新建仓 |
| DOV | DOVER CORP COM | $1.94万 | 0.00% | 93 | 93 | — | $1.94万 | 新建仓 |
| EIX | EDISON INTL COM | $1.92万 | 0.00% | 263 | 263 | — | $1.92万 | 新建仓 |
| FSLR | FIRST SOLAR INC COM | $1.92万 | 0.00% | 98 | 98 | — | $1.92万 | 新建仓 |
| CVNA | CARVANA CO CL A | $1.92万 | 0.00% | 61 | 61 | — | $1.92万 | 新建仓 |
| BRO | BROWN & BROWN INC COM | $1.91万 | 0.00% | 293 | 293 | — | $1.91万 | 新建仓 |
| ATI | ATI INC COM | $1.91万 | 0.00% | 131 | 131 | — | $1.91万 | 新建仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $1.90万 | 0.00% | 380 | 380 | — | $1.90万 | 新建仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $1.89万 | 0.00% | 332 | 332 | — | $1.89万 | 新建仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $1.89万 | 0.00% | 282 | 282 | — | $1.89万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO COM | $1.89万 | 0.00% | 201 | 201 | — | $1.89万 | 新建仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $1.88万 | 0.00% | 519 | 519 | — | $1.88万 | 新建仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $1.88万 | 0.00% | 194 | 194 | — | $1.88万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.88万 | 0.00% | 92 | 92 | — | $1.88万 | 新建仓 |
| EVR | EVERCORE INC CLASS A | $1.88万 | 0.00% | 63 | 63 | — | $1.88万 | 新建仓 |
| HUBB | HUBBELL INC COM | $1.88万 | 0.00% | 38 | 38 | — | $1.88万 | 新建仓 |
| OVV | OVINTIV INC COM | $1.88万 | 0.00% | 316 | 316 | — | $1.88万 | 新建仓 |
| — | HOLOGIC INC COM | $1.87万 | 0.00% | 247 | 247 | — | $1.87万 | 新建仓 |
| RACE | FERRARI N V COM | $1.86万 | 0.00% | 55 | 55 | — | $1.86万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION COM | $1.85万 | 0.00% | 99 | 99 | — | $1.85万 | 新建仓 |
| DTE | DTE ENERGY CO COM | $1.83万 | 0.00% | 125 | 125 | — | $1.83万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $1.82万 | 0.00% | 173 | 173 | — | $1.82万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC COM | $1.82万 | 0.00% | 112 | 112 | — | $1.82万 | 新建仓 |
| SANM | SANMINA CORP COM | $1.81万 | 0.00% | 140 | 140 | — | $1.81万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $1.81万 | 0.00% | 575 | 575 | — | $1.81万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $1.81万 | 0.00% | 275 | 275 | — | $1.81万 | 新建仓 |
| ROL | ROLLINS INC COM | $1.81万 | 0.00% | 338 | 338 | — | $1.81万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $1.80万 | 0.00% | 137 | 137 | — | $1.80万 | 新建仓 |
| ATR | APTARGROUP INC COM | $1.80万 | 0.00% | 143 | 143 | — | $1.80万 | 新建仓 |
| JD | JD.COM INC SPON ADS CL A | $1.80万 | 0.00% | 609 | 609 | — | $1.80万 | 新建仓 |
| WPC | WP CAREY INC COM | $1.79万 | 0.00% | 264 | 264 | — | $1.79万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC COM | $1.79万 | 0.00% | 98 | 98 | — | $1.79万 | 新建仓 |
| — | FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF | $1.78万 | 0.00% | 1,000 | 1,000 | — | $1.78万 | 新建仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $1.78万 | 0.00% | 361 | 361 | — | $1.78万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND COM | $1.78万 | 0.00% | 501 | 501 | — | $1.78万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $1.78万 | 0.00% | 286 | 286 | — | $1.78万 | 新建仓 |
| KN | KNOWLES CORP COM | $1.77万 | 0.00% | 691 | 691 | — | $1.77万 | 新建仓 |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $1.77万 | 0.00% | 565 | 565 | — | $1.77万 | 新建仓 |
| — | COTERRA ENERGY INC COM | $1.76万 | 0.00% | 502 | 502 | — | $1.76万 | 新建仓 |
| PKG | PACKAGING CORP AMER COM | $1.76万 | 0.00% | 83 | 83 | — | $1.76万 | 新建仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $1.75万 | 0.00% | 316 | 316 | — | $1.75万 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1.75万 | 0.00% | 530 | 530 | — | $1.75万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC COM | $1.74万 | 0.00% | 482 | 482 | — | $1.74万 | 新建仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $1.74万 | 0.00% | 92 | 92 | — | $1.74万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $1.73万 | 0.00% | 521 | 521 | — | $1.73万 | 新建仓 |
| ITGR | INTEGER HLDGS CORP COM | $1.73万 | 0.00% | 197 | 197 | — | $1.73万 | 新建仓 |
| — | AIR LEASE CORP CL A | $1.73万 | 0.00% | 266 | 266 | — | $1.73万 | 新建仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $1.73万 | 0.00% | 254 | 254 | — | $1.73万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC COM | $1.73万 | 0.00% | 87 | 87 | — | $1.73万 | 新建仓 |
| PNR | PENTAIR PLC SHS | $1.72万 | 0.00% | 198 | 198 | — | $1.72万 | 新建仓 |
| GKOS | GLAUKOS CORP COM | $1.72万 | 0.00% | 160 | 160 | — | $1.72万 | 新建仓 |
| ES | EVERSOURCE ENERGY COM | $1.72万 | 0.00% | 248 | 248 | — | $1.72万 | 新建仓 |
| CF | CF INDUSTRIES HOLD COM | $1.71万 | 0.00% | 132 | 132 | — | $1.71万 | 新建仓 |
| WAT | WATERS CORP COM | $1.71万 | 0.00% | 58 | 58 | — | $1.71万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $1.70万 | 0.00% | 53 | 53 | — | $1.70万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW COM | $1.70万 | 0.00% | 257 | 257 | — | $1.70万 | 新建仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $1.69万 | 0.00% | 78 | 78 | — | $1.69万 | 新建仓 |
| AEE | AMEREN CORP COM | $1.69万 | 0.00% | 154 | 154 | — | $1.69万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC COM | $1.68万 | 0.00% | 116 | 116 | — | $1.68万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.68万 | 0.00% | 49 | 49 | — | $1.68万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.68万 | 0.00% | 186 | 186 | — | $1.68万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $1.67万 | 0.00% | 289 | 289 | — | $1.67万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $1.67万 | 0.00% | 173 | 173 | — | $1.67万 | 新建仓 |
| FTS | FORTIS INC COM | $1.67万 | 0.00% | 299 | 299 | — | $1.67万 | 新建仓 |
| IDCC | INTERDIGITAL INC COM | $1.66万 | 0.00% | 55 | 55 | — | $1.66万 | 新建仓 |