True Wealth Design, LLC
AKRON OH · SEC CIK 0001966033
$4.20亿2026Q2 申报市值
2,655持仓数
70.1%前十大占比 · 第一大 15.8%
203 / 292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
SIMPLIFY EXCHANG 加仓+$750.93万
DIMENSIONAL ETF 加仓+$433.93万
PMBS 加仓+$367.06万
DFIC 加仓+$274.88万
DIMENSIONAL ETF 加仓+$266.10万
2026Q2 卖出最多 按季末市值估算
BOXX 减仓-$127.63万
TFLR 减仓-$49.36万
MTBA 减仓-$47.76万
FNDX 减仓-$41.83万
AVUS 减仓-$32.83万
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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -668 | -100.0% | -$12.31万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -2,600 | -100.0% | -$11.87万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -4,251 | -100.0% | -$11.00万 | 清仓 |
| QDF | FLEXSHARES TR | $0 | 0.00% | 0 | -1,308 | -100.0% | -$10.35万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -5,112 | -100.0% | -$9.07万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -700 | -100.0% | -$8.97万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,661 | -100.0% | -$8.41万 | 清仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $0 | 0.00% | 0 | -1,850 | -100.0% | -$6.21万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -2,142 | -100.0% | -$5.78万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,244 | -100.0% | -$5.63万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,551 | -100.0% | -$4.52万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -618 | -100.0% | -$3.64万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -172 | -100.0% | -$3.06万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -583 | -100.0% | -$2.72万 | 清仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -550 | -100.0% | -$2.61万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -102 | -100.0% | -$2.59万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -396 | -100.0% | -$2.57万 | 清仓 |
| PAAA | PGIM ETF TR | $0 | 0.00% | 0 | -500 | -100.0% | -$2.56万 | 清仓 |
| FLXR | TCW ETF TRUST | $0 | 0.00% | 0 | -645 | -100.0% | -$2.53万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -331 | -100.0% | -$2.50万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -500 | -100.0% | -$2.48万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -267 | -100.0% | -$2.46万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -105 | -100.0% | -$2.17万 | 清仓 |
| FIDU | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -250 | -100.0% | -$2.16万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -309 | -100.0% | -$1.30万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -893 | -100.0% | -$1.29万 | 清仓 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -235 | -100.0% | -$1.23万 | 清仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -300 | -100.0% | -$1.18万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -194 | -100.0% | -$1.07万 | 清仓 |
| CVI | CVR ENERGY INC | $0 | 0.00% | 0 | -281 | -100.0% | -$9,456 | 清仓 |
| REMX | VANECK ETF TRUST | $0 | 0.00% | 0 | -100 | -100.0% | -$8,800 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -120 | -100.0% | -$8,294 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -214 | -100.0% | -$7,591 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -454 | -100.0% | -$7,001 | 清仓 |
| WGO | WINNEBAGO INDS INC | $0 | 0.00% | 0 | -192 | -100.0% | -$5,951 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -150 | -100.0% | -$5,664 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -158 | -100.0% | -$5,553 | 清仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -125 | -100.0% | -$5,458 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -58 | -100.0% | -$5,316 | 清仓 |
| — | ENHABIT INC | $0 | 0.00% | 0 | -352 | -100.0% | -$4,960 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -77 | -100.0% | -$4,945 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -647 | -100.0% | -$4,510 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -52 | -100.0% | -$4,157 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -77 | -100.0% | -$3,881 | 清仓 |
| NICE | NICE LTD | $0 | 0.00% | 0 | -34 | -100.0% | -$3,749 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -101 | -100.0% | -$3,723 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -238 | -100.0% | -$3,656 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -41 | -100.0% | -$3,404 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -288 | -100.0% | -$3,315 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -167 | -100.0% | -$3,152 | 清仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $0 | 0.00% | 0 | -180 | -100.0% | -$3,134 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -242 | -100.0% | -$3,021 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -126 | -100.0% | -$2,980 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -128 | -100.0% | -$2,745 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -14 | -100.0% | -$2,410 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -45 | -100.0% | -$2,241 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -53 | -100.0% | -$2,148 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -462 | -100.0% | -$2,135 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -184 | -100.0% | -$2,043 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -45 | -100.0% | -$1,962 | 清仓 |
| SAIL | SAILPOINT INC | $0 | 0.00% | 0 | -148 | -100.0% | -$1,960 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -53 | -100.0% | -$1,950 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -174 | -100.0% | -$1,883 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -106 | -100.0% | -$1,802 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -109 | -100.0% | -$1,801 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -74 | -100.0% | -$1,776 | 清仓 |
| — | ELME COMMUNITIES | $0 | 0.00% | 0 | -878 | -100.0% | -$1,765 | 清仓 |
| PWP | PERELLA WEINBERG PARTNERS | $0 | 0.00% | 0 | -77 | -100.0% | -$1,399 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -57 | -100.0% | -$1,392 | 清仓 |
| TAL | TAL ED GROUP | $0 | 0.00% | 0 | -115 | -100.0% | -$1,308 | 清仓 |
| ORKA | ORUKA THERAPEUTICS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$1,276 | 清仓 |
| JBS | JBS N.V. | $0 | 0.00% | 0 | -70 | -100.0% | -$1,258 | 清仓 |
| CASH | PATHWARD FINANCIAL INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,250 | 清仓 |
| — | SERVICE PPTYS TR | $0 | 0.00% | 0 | -880 | -100.0% | -$1,193 | 清仓 |
| MQ | MARQETA INC | $0 | 0.00% | 0 | -285 | -100.0% | -$1,163 | 清仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $0 | 0.00% | 0 | -31 | -100.0% | -$1,161 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -12 | -100.0% | -$1,160 | 清仓 |
| HZO | MARINEMAX INC | $0 | 0.00% | 0 | -42 | -100.0% | -$1,137 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -54 | -100.0% | -$1,088 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -61 | -100.0% | -$1,029 | 清仓 |
| FBNC | FIRST BANCORP N C | $0 | 0.00% | 0 | -18 | -100.0% | -$1,015 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -6 | -100.0% | -$947 | 清仓 |
| GFF | GRIFFON CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$945 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -23 | -100.0% | -$927 | 清仓 |
| TASK | TASKUS INC | $0 | 0.00% | 0 | -138 | -100.0% | -$926 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -9 | -100.0% | -$923 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -3 | -100.0% | -$906 | 清仓 |
| — | SEMRUSH HLDGS INC | $0 | 0.00% | 0 | -75 | -100.0% | -$896 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -117 | -100.0% | -$896 | 清仓 |
| NUS | NU SKIN ENTERPRISES INC | $0 | 0.00% | 0 | -118 | -100.0% | -$860 | 清仓 |
| RUSHA | RUSH ENTERPRISES INC | $0 | 0.00% | 0 | -13 | -100.0% | -$860 | 清仓 |
| DCO | DUCOMMUN INC DEL | $0 | 0.00% | 0 | -7 | -100.0% | -$854 | 清仓 |
| OUT | OUTFRONT MEDIA INC | $0 | 0.00% | 0 | -31 | -100.0% | -$822 | 清仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | -19 | -100.0% | -$812 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -40 | -100.0% | -$777 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -38 | -100.0% | -$746 | 清仓 |
| GRC | GORMAN RUPP CO | $0 | 0.00% | 0 | -11 | -100.0% | -$684 | 清仓 |
| BNL | BROADSTONE NET LEASE INC | $0 | 0.00% | 0 | -36 | -100.0% | -$658 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$644 | 清仓 |
| VIPS | VIPSHOP HLDGS LTD | $0 | 0.00% | 0 | -40 | -100.0% | -$629 | 清仓 |