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
STBA S & T BANCORP INC COM $1.66万0.00%397 397— $1.66万 新建仓
ACIW ACI WORLDWIDE INC COM $1.65万0.00%402 402— $1.65万 新建仓
ZTS ZOETIS INC CL A $1.63万0.00%138 138— $1.63万 新建仓
UCB UNITED CMNTY BKS BLAIRSVLE GA COM $1.63万0.00%518 518— $1.63万 新建仓
IMO IMPERIAL OIL LTD COM NEW $1.62万0.00%124 124— $1.62万 新建仓
— FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF $1.62万0.00%942 942— $1.62万 新建仓
IONS IONIS PHARMACEUTICALS INC COM $1.61万0.00%215 215— $1.61万 新建仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $1.61万0.00%97 97— $1.61万 新建仓
AX AXOS FINANCIAL INC COM $1.60万0.00%188 188— $1.60万 新建仓
KVUE KENVUE INC COM $1.59万0.00%924 924— $1.59万 新建仓
RGA REINSURANCE GROUP AMER INC COM NEW $1.59万0.00%78 78— $1.59万 新建仓
EXPD EXPEDITORS INTL WASH INC COM $1.59万0.00%111 111— $1.59万 新建仓
CINF CINCINNATI FINL CORP COM $1.59万0.00%101 101— $1.59万 新建仓
CRH CRH PLC ORD $1.59万0.00%151 151— $1.59万 新建仓
NU NU HLDGS LTD ORD SHS CL A $1.58万0.00%1,097 1,097— $1.58万 新建仓
RKT ROCKET COS INC COM CL A $1.57万0.00%1,103 1,103— $1.57万 新建仓
IWO ISHARES RUSSELL 2000 GROWTH ETF $1.57万0.00%50 50— $1.57万 新建仓
CHCO CITY HLDG CO COM $1.57万0.00%131 131— $1.57万 新建仓
VHT VANGUARD HEALTH CARE ETF $1.56万0.00%57 57— $1.56万 新建仓
TSN TYSON FOODS INC CL A $1.56万0.00%243 243— $1.56万 新建仓
GPI GROUP 1 AUTOMOTIVE INC COM $1.55万0.00%47 47— $1.55万 新建仓
VSAT VIASAT INC COM $1.55万0.00%339 339— $1.55万 新建仓
BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT $1.55万0.00%429 429— $1.55万 新建仓
AROC ARCHROCK INC COM $1.55万0.00%444 444— $1.55万 新建仓
TSCO TRACTOR SUPPLY CO COM $1.54万0.00%341 341— $1.54万 新建仓
OSIS OSI SYSTEMS INC COM $1.54万0.00%58 58— $1.54万 新建仓
JOE ST JOE CO COM $1.54万0.00%245 245— $1.54万 新建仓
PII POLARIS INC COM $1.54万0.00%282 282— $1.54万 新建仓
ARGX ARGENX SE SPONSORED ADR $1.53万0.00%21 21— $1.53万 新建仓
ALKS ALKERMES PLC SHS $1.52万0.00%431 431— $1.52万 新建仓
CACI CACI INTL INC CL A $1.52万0.00%28 28— $1.52万 新建仓
WMS ADVANCED DRAIN SYS INC DEL COM $1.52万0.00%111 111— $1.52万 新建仓
TDW TIDEWATER INC NEW COM $1.52万0.00%182 182— $1.52万 新建仓
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND $1.51万0.00%118 118— $1.51万 新建仓
COLB COLUMBIA BKG SYS INC COM $1.51万0.00%551 551— $1.51万 新建仓
AXON AXON ENTERPRISE INC COM $1.50万0.00%35 35— $1.50万 新建仓
AWK AMERICAN WTR WKS CO INC NEW COM $1.50万0.00%110 110— $1.50万 新建仓
WTRG ESSENTIAL UTILS INC COM $1.49万0.00%371 371— $1.49万 新建仓
CLH CLEAN HARBORS INC COM $1.49万0.00%52 52— $1.49万 新建仓
FTI TECHNIPFMC PLC COM $1.49万0.00%215 215— $1.49万 新建仓
— TRI POINTE HOMES INC COM $1.49万0.00%318 318— $1.49万 新建仓
FISV FISERV INC COM $1.48万0.00%266 266— $1.48万 新建仓
FUL FULLER H B CO COM $1.48万0.00%240 240— $1.48万 新建仓
IGM ISHARES EXPANDED TECH SECTOR ETF $1.48万0.00%125 125— $1.48万 新建仓
BKIE BNY MELLON INTERNATIONAL EQUITY ETF $1.48万0.00%158 158— $1.48万 新建仓
EFAX STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF $1.47万0.00%296 296— $1.47万 新建仓
WTW WILLIS TOWERS WATSON PLC LTD SHS $1.47万0.00%51 51— $1.47万 新建仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - FEBRUARY $1.47万0.00%778 778— $1.47万 新建仓
TPL TEXAS PACIFIC LAND CORPORATION COM $1.47万0.00%31 31— $1.47万 新建仓
AGX ARGAN INC COM $1.47万0.00%27 27— $1.47万 新建仓
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT $1.47万0.00%450 450— $1.47万 新建仓
NDSN NORDSON CORP COM $1.46万0.00%55 55— $1.46万 新建仓
REXR REXFORD INDL RLTY INC COM $1.46万0.00%446 446— $1.46万 新建仓
MATX MATSON INC COM $1.46万0.00%89 89— $1.46万 新建仓
— INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY $1.46万0.00%466 466— $1.46万 新建仓
LGND LIGAND PHARMACEUTICALS INC COM NEW $1.46万0.00%73 73— $1.46万 新建仓
AVA AVISTA CORP COM $1.46万0.00%363 363— $1.46万 新建仓
KDP KEURIG DR PEPPER INC COM $1.46万0.00%553 553— $1.46万 新建仓
SKM SK TELECOM CO LTD SPONSORED ADR $1.46万0.00%497 497— $1.46万 新建仓
NPO ENPRO INC COM $1.45万0.00%58 58— $1.45万 新建仓
NWBI NORTHWEST BANCSHARES INC COM $1.45万0.00%1,145 1,145— $1.45万 新建仓
TKR TIMKEN CO COM $1.45万0.00%144 144— $1.45万 新建仓
— QORVO INC COM $1.45万0.00%187 187— $1.45万 新建仓
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST $1.44万0.00%155 155— $1.44万 新建仓
ALRM ALARM COM HLDGS INC COM $1.43万0.00%332 332— $1.43万 新建仓
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF $1.43万0.00%411 411— $1.43万 新建仓
BANR BANNER CORP COM NEW $1.43万0.00%236 236— $1.43万 新建仓
— GLOBAL X E-COMMERCE ETF $1.43万0.00%535 535— $1.43万 新建仓
SLV ISHARES SILVER TRUST $1.43万0.00%210 210— $1.43万 新建仓
WST WEST PHARMACEUTICAL SVSC INC COM $1.43万0.00%57 57— $1.43万 新建仓
CMS CMS ENERGY CORP COM $1.43万0.00%184 184— $1.43万 新建仓
TCOM TRIP COM GROUP LTD ADS $1.42万0.00%286 286— $1.42万 新建仓
APA APA CORPORATION COM $1.42万0.00%334 334— $1.42万 新建仓
HL HECLA MINING COMPANY COM $1.42万0.00%760 760— $1.42万 新建仓
KEY KEYCORP COM $1.42万0.00%706 706— $1.42万 新建仓
EPD ENTERPRISE PRODS PARTNERS L P COM $1.42万0.00%374 374— $1.42万 新建仓
BR BROADRIDGE FINL SOLUTIONS INC COM $1.41万0.00%87 87— $1.41万 新建仓
MTCH MATCH GROUP INC NEW COM $1.41万0.00%460 460— $1.41万 新建仓
BEN FRANKLIN RESOURCES INC COM $1.41万0.00%598 598— $1.41万 新建仓
CPRT COPART INC COM $1.41万0.00%425 425— $1.41万 新建仓
EPAM EPAM SYS INC COM $1.41万0.00%104 104— $1.41万 新建仓
HST HOST HOTELS & RESORTS INC COM $1.41万0.00%734 734— $1.41万 新建仓
SPXC SPX TECHNOLOGIES INC COM $1.40万0.00%70 70— $1.40万 新建仓
RDN RADIAN GROUP INC COM $1.40万0.00%423 423— $1.40万 新建仓
CARR CARRIER GLOBAL CORPORATION COM $1.40万0.00%248 248— $1.40万 新建仓
AXIAY AXIA ENERGIA SA SPONSORED ADR $1.40万0.00%1,238 1,238— $1.40万 新建仓
TDG TRANSDIGM GROUP INC COM $1.39万0.00%12 12— $1.39万 新建仓
HPQ HP INC COM $1.38万0.00%720 720— $1.38万 新建仓
ENPH ENPHASE ENERGY INC COM $1.38万0.00%365 365— $1.38万 新建仓
LSTR LANDSTAR SYS INC COM $1.38万0.00%86 86— $1.38万 新建仓
AGO ASSURED GUARANTY LTD COM $1.38万0.00%169 169— $1.38万 新建仓
GDX VANECK GOLD MINERS ETF $1.38万0.00%150 150— $1.38万 新建仓
BOOT BOOT BARN HLDGS INC COM $1.38万0.00%94 94— $1.38万 新建仓
ARR ARMOUR RESIDENTIAL REIT INC COM SHS $1.37万0.00%824 824— $1.37万 新建仓
HDB HDFC BANK LTD SPONSORED ADS $1.37万0.00%551 551— $1.37万 新建仓
— ISHARES GLOBAL EQUITY FACTOR ETF $1.37万0.00%263 263— $1.37万 新建仓
LECO LINCOLN ELEC HLDGS INC COM $1.37万0.00%55 55— $1.37万 新建仓
— PGIM JENNISON FOCUSED MID-CAP ETF $1.37万0.00%223 223— $1.37万 新建仓
LDOS LEIDOS HOLDINGS INC COM $1.37万0.00%88 88— $1.37万 新建仓
MLI MUELLER INDS INC COM $1.36万0.00%123 123— $1.36万 新建仓