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 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$1.69万 | 清仓 |
| AEE | AMEREN CORP COM | $0 | 0.00% | 0 | -154 | -100.0% | -$1.69万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC COM | $0 | 0.00% | 0 | -116 | -100.0% | -$1.68万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$1.68万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $0 | 0.00% | 0 | -186 | -100.0% | -$1.68万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $0 | 0.00% | 0 | -289 | -100.0% | -$1.67万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP COM | $0 | 0.00% | 0 | -173 | -100.0% | -$1.67万 | 清仓 |
| FTS | FORTIS INC COM | $0 | 0.00% | 0 | -299 | -100.0% | -$1.67万 | 清仓 |
| IDCC | INTERDIGITAL INC COM | $0 | 0.00% | 0 | -55 | -100.0% | -$1.66万 | 清仓 |
| STBA | S & T BANCORP INC COM | $0 | 0.00% | 0 | -397 | -100.0% | -$1.66万 | 清仓 |
| ACIW | ACI WORLDWIDE INC COM | $0 | 0.00% | 0 | -402 | -100.0% | -$1.65万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -138 | -100.0% | -$1.63万 | 清仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $0 | 0.00% | 0 | -518 | -100.0% | -$1.63万 | 清仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $0 | 0.00% | 0 | -124 | -100.0% | -$1.62万 | 清仓 |
| — | FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF | $0 | 0.00% | 0 | -942 | -100.0% | -$1.62万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -215 | -100.0% | -$1.61万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $0 | 0.00% | 0 | -97 | -100.0% | -$1.61万 | 清仓 |
| AX | AXOS FINANCIAL INC COM | $0 | 0.00% | 0 | -188 | -100.0% | -$1.60万 | 清仓 |
| KVUE | KENVUE INC COM | $0 | 0.00% | 0 | -924 | -100.0% | -$1.59万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $0 | 0.00% | 0 | -78 | -100.0% | -$1.59万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $0 | 0.00% | 0 | -111 | -100.0% | -$1.59万 | 清仓 |
| CINF | CINCINNATI FINL CORP COM | $0 | 0.00% | 0 | -101 | -100.0% | -$1.59万 | 清仓 |
| CRH | CRH PLC ORD | $0 | 0.00% | 0 | -151 | -100.0% | -$1.59万 | 清仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $0 | 0.00% | 0 | -1,097 | -100.0% | -$1.58万 | 清仓 |
| RKT | ROCKET COS INC COM CL A | $0 | 0.00% | 0 | -1,103 | -100.0% | -$1.57万 | 清仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$1.57万 | 清仓 |
| CHCO | CITY HLDG CO COM | $0 | 0.00% | 0 | -131 | -100.0% | -$1.57万 | 清仓 |
| VHT | VANGUARD HEALTH CARE ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$1.56万 | 清仓 |
| TSN | TYSON FOODS INC CL A | $0 | 0.00% | 0 | -243 | -100.0% | -$1.56万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$1.55万 | 清仓 |
| VSAT | VIASAT INC COM | $0 | 0.00% | 0 | -339 | -100.0% | -$1.55万 | 清仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $0 | 0.00% | 0 | -429 | -100.0% | -$1.55万 | 清仓 |
| AROC | ARCHROCK INC COM | $0 | 0.00% | 0 | -444 | -100.0% | -$1.55万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO COM | $0 | 0.00% | 0 | -341 | -100.0% | -$1.54万 | 清仓 |
| OSIS | OSI SYSTEMS INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$1.54万 | 清仓 |
| JOE | ST JOE CO COM | $0 | 0.00% | 0 | -245 | -100.0% | -$1.54万 | 清仓 |
| PII | POLARIS INC COM | $0 | 0.00% | 0 | -282 | -100.0% | -$1.54万 | 清仓 |
| ARGX | ARGENX SE SPONSORED ADR | $0 | 0.00% | 0 | -21 | -100.0% | -$1.53万 | 清仓 |
| ALKS | ALKERMES PLC SHS | $0 | 0.00% | 0 | -431 | -100.0% | -$1.52万 | 清仓 |
| CACI | CACI INTL INC CL A | $0 | 0.00% | 0 | -28 | -100.0% | -$1.52万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $0 | 0.00% | 0 | -111 | -100.0% | -$1.52万 | 清仓 |
| TDW | TIDEWATER INC NEW COM | $0 | 0.00% | 0 | -182 | -100.0% | -$1.52万 | 清仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $0 | 0.00% | 0 | -118 | -100.0% | -$1.51万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC COM | $0 | 0.00% | 0 | -551 | -100.0% | -$1.51万 | 清仓 |
| AXON | AXON ENTERPRISE INC COM | $0 | 0.00% | 0 | -35 | -100.0% | -$1.50万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $0 | 0.00% | 0 | -110 | -100.0% | -$1.50万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC COM | $0 | 0.00% | 0 | -371 | -100.0% | -$1.49万 | 清仓 |
| CLH | CLEAN HARBORS INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$1.49万 | 清仓 |
| FTI | TECHNIPFMC PLC COM | $0 | 0.00% | 0 | -215 | -100.0% | -$1.49万 | 清仓 |
| — | TRI POINTE HOMES INC COM | $0 | 0.00% | 0 | -318 | -100.0% | -$1.49万 | 清仓 |
| FISV | FISERV INC COM | $0 | 0.00% | 0 | -266 | -100.0% | -$1.48万 | 清仓 |
| FUL | FULLER H B CO COM | $0 | 0.00% | 0 | -240 | -100.0% | -$1.48万 | 清仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $0 | 0.00% | 0 | -125 | -100.0% | -$1.48万 | 清仓 |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -158 | -100.0% | -$1.48万 | 清仓 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $0 | 0.00% | 0 | -296 | -100.0% | -$1.47万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $0 | 0.00% | 0 | -51 | -100.0% | -$1.47万 | 清仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - FEBRUARY | $0 | 0.00% | 0 | -778 | -100.0% | -$1.47万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $0 | 0.00% | 0 | -31 | -100.0% | -$1.47万 | 清仓 |
| AGX | ARGAN INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$1.47万 | 清仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | $0 | 0.00% | 0 | -450 | -100.0% | -$1.47万 | 清仓 |
| NDSN | NORDSON CORP COM | $0 | 0.00% | 0 | -55 | -100.0% | -$1.46万 | 清仓 |
| REXR | REXFORD INDL RLTY INC COM | $0 | 0.00% | 0 | -446 | -100.0% | -$1.46万 | 清仓 |
| MATX | MATSON INC COM | $0 | 0.00% | 0 | -89 | -100.0% | -$1.46万 | 清仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | $0 | 0.00% | 0 | -466 | -100.0% | -$1.46万 | 清仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $0 | 0.00% | 0 | -73 | -100.0% | -$1.46万 | 清仓 |
| AVA | AVISTA CORP COM | $0 | 0.00% | 0 | -363 | -100.0% | -$1.46万 | 清仓 |
| KDP | KEURIG DR PEPPER INC COM | $0 | 0.00% | 0 | -553 | -100.0% | -$1.46万 | 清仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $0 | 0.00% | 0 | -497 | -100.0% | -$1.46万 | 清仓 |
| NPO | ENPRO INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$1.45万 | 清仓 |
| NWBI | NORTHWEST BANCSHARES INC COM | $0 | 0.00% | 0 | -1,145 | -100.0% | -$1.45万 | 清仓 |
| TKR | TIMKEN CO COM | $0 | 0.00% | 0 | -144 | -100.0% | -$1.45万 | 清仓 |
| — | QORVO INC COM | $0 | 0.00% | 0 | -187 | -100.0% | -$1.45万 | 清仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $0 | 0.00% | 0 | -155 | -100.0% | -$1.44万 | 清仓 |
| ALRM | ALARM COM HLDGS INC COM | $0 | 0.00% | 0 | -332 | -100.0% | -$1.43万 | 清仓 |
| BANR | BANNER CORP COM NEW | $0 | 0.00% | 0 | -236 | -100.0% | -$1.43万 | 清仓 |
| — | GLOBAL X E-COMMERCE ETF | $0 | 0.00% | 0 | -535 | -100.0% | -$1.43万 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -210 | -100.0% | -$1.43万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$1.43万 | 清仓 |
| CMS | CMS ENERGY CORP COM | $0 | 0.00% | 0 | -184 | -100.0% | -$1.43万 | 清仓 |
| TCOM | TRIP COM GROUP LTD ADS | $0 | 0.00% | 0 | -286 | -100.0% | -$1.42万 | 清仓 |
| APA | APA CORPORATION COM | $0 | 0.00% | 0 | -334 | -100.0% | -$1.42万 | 清仓 |
| HL | HECLA MINING COMPANY COM | $0 | 0.00% | 0 | -760 | -100.0% | -$1.42万 | 清仓 |
| KEY | KEYCORP COM | $0 | 0.00% | 0 | -706 | -100.0% | -$1.42万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $0 | 0.00% | 0 | -374 | -100.0% | -$1.42万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -87 | -100.0% | -$1.41万 | 清仓 |
| MTCH | MATCH GROUP INC NEW COM | $0 | 0.00% | 0 | -460 | -100.0% | -$1.41万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC COM | $0 | 0.00% | 0 | -598 | -100.0% | -$1.41万 | 清仓 |
| CPRT | COPART INC COM | $0 | 0.00% | 0 | -425 | -100.0% | -$1.41万 | 清仓 |
| EPAM | EPAM SYS INC COM | $0 | 0.00% | 0 | -104 | -100.0% | -$1.41万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC COM | $0 | 0.00% | 0 | -734 | -100.0% | -$1.41万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$1.40万 | 清仓 |
| RDN | RADIAN GROUP INC COM | $0 | 0.00% | 0 | -423 | -100.0% | -$1.40万 | 清仓 |
| AXIAY | AXIA ENERGIA SA SPONSORED ADR | $0 | 0.00% | 0 | -1,238 | -100.0% | -$1.40万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $0 | 0.00% | 0 | -248 | -100.0% | -$1.40万 | 清仓 |
| TDG | TRANSDIGM GROUP INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$1.39万 | 清仓 |
| HPQ | HP INC COM | $0 | 0.00% | 0 | -720 | -100.0% | -$1.38万 | 清仓 |
| ENPH | ENPHASE ENERGY INC COM | $0 | 0.00% | 0 | -365 | -100.0% | -$1.38万 | 清仓 |
| LSTR | LANDSTAR SYS INC COM | $0 | 0.00% | 0 | -86 | -100.0% | -$1.38万 | 清仓 |
| AGO | ASSURED GUARANTY LTD COM | $0 | 0.00% | 0 | -169 | -100.0% | -$1.38万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -150 | -100.0% | -$1.38万 | 清仓 |