True Wealth Design, LLC
AKRON OH · SEC CIK 0001966033
$3.60亿2026Q1 申报市值
2,699持仓数
71.3%前十大占比 · 第一大 16.0%
203 / 101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
BOXX 加仓+$241.24万
DIMENSIONAL ETF 加仓+$142.67万
PMBS 新建仓+$119.71万
SIMPLIFY EXCHANG 加仓+$100.46万
DIMENSIONAL ETF 加仓+$97.31万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$233.12万
VXUS 清仓-$146.02万
MTBA 减仓-$101.65万
VCRB 清仓-$71.34万
DGRO 清仓-$26.28万
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 |
|---|---|---|---|---|---|---|---|---|
| CNOB | CONNECTONE BANCORP INC | $670 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC | $670 | 0.00% | 9 | 2 | 28.6% | $149 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $673 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HNST | HONEST CO INC | $677 | 0.00% | 230 | 230 | — | $677 | 新建仓 |
| FRPH | FRP HLDGS INC | $679 | 0.00% | 31 | 5 | 19.2% | $110 | 加仓 |
| LAW | CS DISCO INC | $684 | 0.00% | 179 | 20 | 12.6% | $76 | 加仓 |
| GRC | GORMAN RUPP CO | $684 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SBGI | SINCLAIR INC | $686 | 0.00% | 53 | -11 | -17.2% | -$142 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $687 | 0.00% | 11 | 11 | — | $687 | 新建仓 |
| FATE | FATE THERAPEUTICS INC | $690 | 0.00% | 575 | 295 | 105.4% | $354 | 加仓 |
| VSTS | VESTIS CORPORATION | $692 | 0.00% | 88 | -68 | -43.6% | -$535 | 减仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $692 | 0.00% | 102 | 46 | 82.1% | $312 | 加仓 |
| NEXN | NEXXEN INTL LTD | $692 | 0.00% | 106 | 106 | — | $692 | 新建仓 |
| THRM | GENTHERM INC | $695 | 0.00% | 25 | -21 | -45.7% | -$584 | 减仓 |
| — | HUMACYTE INC | $695 | 0.00% | 1,145 | 1,145 | — | $695 | 新建仓 |
| NRC | NATIONAL RESH CORP | $697 | 0.00% | 41 | -14 | -25.5% | -$238 | 减仓 |
| BLZE | BACKBLAZE INC | $701 | 0.00% | 203 | -184 | -47.5% | -$635 | 减仓 |
| BXC | BLUELINX HLDGS INC | $705 | 0.00% | 13 | 13 | — | $705 | 新建仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $707 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TLS | TELOS CORP MD | $709 | 0.00% | 169 | 150 | 789.5% | $629 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $716 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO | $718 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC | $720 | 0.00% | 24 | -85 | -78.0% | -$2,550 | 重新持有 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $722 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| BDN | BRANDYWINE RLTY TR | $724 | 0.00% | 267 | 149 | 126.3% | $404 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $726 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $726 | 0.00% | 29 | 28 | 2,800.0% | $701 | 重新持有 |
| CWCO | CONSOLIDATED WATER CO INC | $729 | 0.00% | 22 | 7 | 46.7% | $232 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $733 | 0.00% | 249 | -286 | -53.5% | -$842 | 减仓 |
| — | TECHTARGET INC | $734 | 0.00% | 189 | 79 | 71.8% | $307 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $735 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $737 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WNC | WABASH NATL CORP | $742 | 0.00% | 86 | 4 | 4.9% | $35 | 加仓 |
| FPI | FARMLAND PARTNERS INC | $742 | 0.00% | 66 | 42 | 175.0% | $472 | 加仓 |
| — | ENVIRI CORP | $746 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $748 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PDM | PIEDMONT REALTY TRUST INC | $749 | 0.00% | 114 | -18 | -13.6% | -$118 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $750 | 0.00% | 30 | 26 | 650.0% | $650 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $753 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW | $756 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RIGL | RIGEL PHARMACEUTICALS INC | $758 | 0.00% | 28 | -1 | -3.4% | -$27 | 减仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $763 | 0.00% | 55 | 42 | 323.1% | $583 | 加仓 |
| KIM | KIMCO REALTY CORP | $764 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RXST | RXSIGHT INC | $764 | 0.00% | 124 | 81 | 188.4% | $499 | 加仓 |
| FSUN | FIRSTSUN CAP BANCORP | $766 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ACNB | ACNB CORP | $766 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $768 | 0.00% | 54 | 18 | 50.0% | $256 | 重新持有 |
| TARS | TARSUS PHARMACEUTICALS INC | $772 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RBCAA | REPUBLIC BANCORP INC KY | $777 | 0.00% | 11 | -2 | -15.4% | -$141 | 减仓 |
| QXO | QXO INC | $777 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BVS | BIOVENTUS INC | $777 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $784 | 0.00% | 7 | -32 | -82.1% | -$3,584 | 减仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $786 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| WT | WISDOMTREE INC | $787 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $790 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $790 | 0.00% | 55 | 43 | 358.3% | $618 | 重新持有 |
| SHOE | SHOE CARNIVAL INC | $796 | 0.00% | 51 | -111 | -68.5% | -$1,732 | 重新持有 |
| CIB | GRUPO CIBEST SA | $801 | 0.00% | 11 | 4 | 57.1% | $291 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $805 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $807 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $808 | 0.00% | 6 | -24 | -80.0% | -$3,232 | 减仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $810 | 0.00% | 34 | 1 | 3.0% | $24 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $811 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $812 | 0.00% | 19 | -2 | -9.5% | -$85 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $817 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $817 | 0.00% | 5 | -2 | -28.6% | -$327 | 重新持有 |
| BETR | BETTER HOME & FINANCE HOLDIN | $820 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $821 | 0.00% | 332 | 188 | 130.6% | $465 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $822 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ETD | ETHAN ALLEN INTERIORS INC | $824 | 0.00% | 37 | 26 | 236.4% | $579 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $837 | 0.00% | 19 | 8 | 72.7% | $352 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $839 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC | $841 | 0.00% | 45 | 45 | — | $841 | 新建仓 |
| GVA | GRANITE CONSTR INC | $842 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RYAM | RAYONIER ADVANCED MATLS INC | $842 | 0.00% | 76 | -41 | -35.0% | -$454 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $847 | 0.00% | 191 | 177 | 1,264.3% | $785 | 加仓 |
| SD | SANDRIDGE ENERGY INC | $849 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $850 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $853 | 0.00% | 11 | 3 | 37.5% | $233 | 加仓 |
| DCO | DUCOMMUN INC DEL | $854 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $855 | 0.00% | 36 | -15 | -29.4% | -$356 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $859 | 0.00% | 12 | -20 | -62.5% | -$1,432 | 减仓 |
| NUS | NU SKIN ENTERPRISES INC | $860 | 0.00% | 118 | -79 | -40.1% | -$576 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $860 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $864 | 0.00% | 13 | -30 | -69.8% | -$1,994 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $864 | 0.00% | 187 | 187 | — | $864 | 新建仓 |
| AZTA | AZENTA INC | $867 | 0.00% | 41 | -414 | -91.0% | -$8,755 | 减仓 |
| IRMD | IRADIMED CORP | $867 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BBCP | CONCRETE PUMPING HLDGS INC | $872 | 0.00% | 122 | -1 | -0.8% | -$7 | 减仓 |
| SFL | SFL CORPORATION LTD | $874 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $878 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $880 | 0.00% | 46 | -11 | -19.3% | -$210 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $880 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AXIAY | CENTRAIS ELET BRAS SA | $880 | 0.00% | 78 | -4 | -4.9% | -$45 | 减仓 |
| LPL | LG DISPLAY CO LTD | $885 | 0.00% | 228 | 15 | 7.0% | $58 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $889 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $892 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $893 | 0.00% | 74 | 60 | 428.6% | $724 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $893 | 0.00% | 99 | 95 | 2,375.0% | $857 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $896 | 0.00% | 7 | 0 | 0.0% | — | 不变 |