TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LYV | LIVE NATION ENTERTAINMENT INC COM | $0 | 0.00% | 0 | -140 | -100.0% | -$2.14万 | 清仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $0 | 0.00% | 0 | -617 | -100.0% | -$2.13万 | 清仓 |
| RSPF | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF | $0 | 0.00% | 0 | -297 | -100.0% | -$2.12万 | 清仓 |
| BC | BRUNSWICK CORP COM | $0 | 0.00% | 0 | -291 | -100.0% | -$2.12万 | 清仓 |
| NVT | NVENT ELEC PLC SHS | $0 | 0.00% | 0 | -178 | -100.0% | -$2.11万 | 清仓 |
| DG | DOLLAR GEN CORP COM | $0 | 0.00% | 0 | -177 | -100.0% | -$2.10万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP COM | $0 | 0.00% | 0 | -336 | -100.0% | -$2.08万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $0 | 0.00% | 0 | -221 | -100.0% | -$2.07万 | 清仓 |
| NWS | NEWS CORP NEW CL B | $0 | 0.00% | 0 | -727 | -100.0% | -$2.07万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -291 | -100.0% | -$2.07万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $0 | 0.00% | 0 | -76 | -100.0% | -$2.07万 | 清仓 |
| KMX | CARMAX INC COM | $0 | 0.00% | 0 | -496 | -100.0% | -$2.06万 | 清仓 |
| SYY | SYSCO CORP COM | $0 | 0.00% | 0 | -289 | -100.0% | -$2.06万 | 清仓 |
| BIDU | BAIDU INC SPON ADR REP A | $0 | 0.00% | 0 | -185 | -100.0% | -$2.06万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -34 | -100.0% | -$2.06万 | 清仓 |
| CNI | CANADIAN NATL RY CO COM | $0 | 0.00% | 0 | -200 | -100.0% | -$2.06万 | 清仓 |
| WEC | WEC ENERGY GROUP INC COM | $0 | 0.00% | 0 | -177 | -100.0% | -$2.05万 | 清仓 |
| VTRS | VIATRIS INC COM | $0 | 0.00% | 0 | -1,516 | -100.0% | -$2.05万 | 清仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $0 | 0.00% | 0 | -1,059 | -100.0% | -$2.04万 | 清仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $0 | 0.00% | 0 | -319 | -100.0% | -$2.04万 | 清仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $0 | 0.00% | 0 | -2,431 | -100.0% | -$2.04万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS COM | $0 | 0.00% | 0 | -63 | -100.0% | -$2.03万 | 清仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $0 | 0.00% | 0 | -229 | -100.0% | -$2.03万 | 清仓 |
| SMTC | SEMTECH CORP COM | $0 | 0.00% | 0 | -264 | -100.0% | -$2.03万 | 清仓 |
| AZO | AUTOZONE INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$2.03万 | 清仓 |
| CCK | CROWN HLDGS INC COM | $0 | 0.00% | 0 | -202 | -100.0% | -$2.03万 | 清仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -404 | -100.0% | -$2.02万 | 清仓 |
| USFD | US FOODS HLDG CORP COM | $0 | 0.00% | 0 | -217 | -100.0% | -$2.00万 | 清仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,330 | -100.0% | -$2.00万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -2,866 | -100.0% | -$1.99万 | 清仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $0 | 0.00% | 0 | -2,520 | -100.0% | -$1.99万 | 清仓 |
| INGR | INGREDION INC COM | $0 | 0.00% | 0 | -176 | -100.0% | -$1.98万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $0 | 0.00% | 0 | -201 | -100.0% | -$1.98万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $0 | 0.00% | 0 | -421 | -100.0% | -$1.98万 | 清仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $0 | 0.00% | 0 | -117 | -100.0% | -$1.98万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -374 | -100.0% | -$1.97万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW COM | $0 | 0.00% | 0 | -392 | -100.0% | -$1.97万 | 清仓 |
| DY | DYCOM INDS INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$1.97万 | 清仓 |
| GWW | WW GRAINGER INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$1.96万 | 清仓 |
| — | FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $0 | 0.00% | 0 | -1,686 | -100.0% | -$1.96万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $0 | 0.00% | 0 | -66 | -100.0% | -$1.96万 | 清仓 |
| FE | FIRSTENERGY CORP COM | $0 | 0.00% | 0 | -386 | -100.0% | -$1.96万 | 清仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $0 | 0.00% | 0 | -644 | -100.0% | -$1.96万 | 清仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -121 | -100.0% | -$1.95万 | 清仓 |
| GLD | SPDR GOLD SHARES | $0 | 0.00% | 0 | -45 | -100.0% | -$1.94万 | 清仓 |
| DOV | DOVER CORP COM | $0 | 0.00% | 0 | -93 | -100.0% | -$1.94万 | 清仓 |
| EIX | EDISON INTL COM | $0 | 0.00% | 0 | -263 | -100.0% | -$1.92万 | 清仓 |
| FSLR | FIRST SOLAR INC COM | $0 | 0.00% | 0 | -98 | -100.0% | -$1.92万 | 清仓 |
| CVNA | CARVANA CO CL A | $0 | 0.00% | 0 | -305 | -100.0% | -$1.92万 | 清仓 |
| BRO | BROWN & BROWN INC COM | $0 | 0.00% | 0 | -293 | -100.0% | -$1.91万 | 清仓 |
| ATI | ATI INC COM | $0 | 0.00% | 0 | -131 | -100.0% | -$1.91万 | 清仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $0 | 0.00% | 0 | -380 | -100.0% | -$1.90万 | 清仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $0 | 0.00% | 0 | -332 | -100.0% | -$1.89万 | 清仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -282 | -100.0% | -$1.89万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO COM | $0 | 0.00% | 0 | -201 | -100.0% | -$1.89万 | 清仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $0 | 0.00% | 0 | -519 | -100.0% | -$1.88万 | 清仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $0 | 0.00% | 0 | -194 | -100.0% | -$1.88万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -92 | -100.0% | -$1.88万 | 清仓 |
| EVR | EVERCORE INC CLASS A | $0 | 0.00% | 0 | -63 | -100.0% | -$1.88万 | 清仓 |
| HUBB | HUBBELL INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$1.88万 | 清仓 |
| OVV | OVINTIV INC COM | $0 | 0.00% | 0 | -316 | -100.0% | -$1.88万 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -247 | -100.0% | -$1.87万 | 清仓 |
| RACE | FERRARI N V COM | $0 | 0.00% | 0 | -55 | -100.0% | -$1.86万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION COM | $0 | 0.00% | 0 | -99 | -100.0% | -$1.85万 | 清仓 |
| DTE | DTE ENERGY CO COM | $0 | 0.00% | 0 | -125 | -100.0% | -$1.83万 | 清仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $0 | 0.00% | 0 | -173 | -100.0% | -$1.82万 | 清仓 |
| WCN | WASTE CONNECTIONS INC COM | $0 | 0.00% | 0 | -112 | -100.0% | -$1.82万 | 清仓 |
| SANM | SANMINA CORP COM | $0 | 0.00% | 0 | -140 | -100.0% | -$1.81万 | 清仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $0 | 0.00% | 0 | -575 | -100.0% | -$1.81万 | 清仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $0 | 0.00% | 0 | -275 | -100.0% | -$1.81万 | 清仓 |
| ROL | ROLLINS INC COM | $0 | 0.00% | 0 | -338 | -100.0% | -$1.81万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $0 | 0.00% | 0 | -137 | -100.0% | -$1.80万 | 清仓 |
| ATR | APTARGROUP INC COM | $0 | 0.00% | 0 | -143 | -100.0% | -$1.80万 | 清仓 |
| JD | JD.COM INC SPON ADS CL A | $0 | 0.00% | 0 | -609 | -100.0% | -$1.80万 | 清仓 |
| WPC | WP CAREY INC COM | $0 | 0.00% | 0 | -264 | -100.0% | -$1.79万 | 清仓 |
| WSM | WILLIAMS SONOMA INC COM | $0 | 0.00% | 0 | -98 | -100.0% | -$1.79万 | 清仓 |
| — | FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.78万 | 清仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $0 | 0.00% | 0 | -361 | -100.0% | -$1.78万 | 清仓 |
| LNC | LINCOLN NATL CORP IND COM | $0 | 0.00% | 0 | -501 | -100.0% | -$1.78万 | 清仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $0 | 0.00% | 0 | -286 | -100.0% | -$1.78万 | 清仓 |
| KN | KNOWLES CORP COM | $0 | 0.00% | 0 | -691 | -100.0% | -$1.77万 | 清仓 |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $0 | 0.00% | 0 | -565 | -100.0% | -$1.77万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -502 | -100.0% | -$1.76万 | 清仓 |
| PKG | PACKAGING CORP AMER COM | $0 | 0.00% | 0 | -83 | -100.0% | -$1.76万 | 清仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $0 | 0.00% | 0 | -316 | -100.0% | -$1.75万 | 清仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -530 | -100.0% | -$1.75万 | 清仓 |
| STAG | STAG INDUSTRIAL INC COM | $0 | 0.00% | 0 | -482 | -100.0% | -$1.74万 | 清仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $0 | 0.00% | 0 | -92 | -100.0% | -$1.74万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $0 | 0.00% | 0 | -521 | -100.0% | -$1.73万 | 清仓 |
| ITGR | INTEGER HLDGS CORP COM | $0 | 0.00% | 0 | -197 | -100.0% | -$1.73万 | 清仓 |
| — | AIR LEASE CORP CL A | $0 | 0.00% | 0 | -266 | -100.0% | -$1.73万 | 清仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $0 | 0.00% | 0 | -254 | -100.0% | -$1.73万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC COM | $0 | 0.00% | 0 | -87 | -100.0% | -$1.73万 | 清仓 |
| PNR | PENTAIR PLC SHS | $0 | 0.00% | 0 | -198 | -100.0% | -$1.72万 | 清仓 |
| GKOS | GLAUKOS CORP COM | $0 | 0.00% | 0 | -160 | -100.0% | -$1.72万 | 清仓 |
| ES | EVERSOURCE ENERGY COM | $0 | 0.00% | 0 | -248 | -100.0% | -$1.72万 | 清仓 |
| CF | CF INDUSTRIES HOLD COM | $0 | 0.00% | 0 | -132 | -100.0% | -$1.71万 | 清仓 |
| WAT | WATERS CORP COM | $0 | 0.00% | 0 | -58 | -100.0% | -$1.71万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $0 | 0.00% | 0 | -53 | -100.0% | -$1.70万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW COM | $0 | 0.00% | 0 | -257 | -100.0% | -$1.70万 | 清仓 |