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 |
|---|---|---|---|---|---|---|---|---|
| — | SEMRUSH HLDGS INC | $896 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $896 | 0.00% | 117 | 117 | — | $896 | 新建仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $898 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| GTN | GRAY MEDIA INC | $899 | 0.00% | 207 | -239 | -53.6% | -$1,038 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $899 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $902 | 0.00% | 111 | -153 | -58.0% | -$1,243 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $902 | 0.00% | 25 | -1 | -3.8% | -$36 | 减仓 |
| IDCC | INTERDIGITAL INC | $906 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC | $906 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $910 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $912 | 0.00% | 11 | 3 | 37.5% | $249 | 加仓 |
| ATRC | ATRICURE INC | $913 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $914 | 0.00% | 175 | 175 | — | $914 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $919 | 0.00% | 12 | 9 | 300.0% | $689 | 加仓 |
| GLNG | GOLAR LNG LTD | $920 | 0.00% | 17 | 17 | — | $920 | 新建仓 |
| SRI | STONERIDGE INC | $923 | 0.00% | 191 | -73 | -27.7% | -$353 | 减仓 |
| — | NUVALENT INC | $923 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $923 | 0.00% | 29 | 25 | 625.0% | $796 | 加仓 |
| TASK | TASKUS INC | $926 | 0.00% | 138 | 88 | 176.0% | $590 | 加仓 |
| GDS | GDS HLDGS LTD | $927 | 0.00% | 23 | 13 | 130.0% | $524 | 加仓 |
| LII | LENNOX INTL INC | $929 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP | $935 | 0.00% | 26 | -3 | -10.3% | -$108 | 减仓 |
| VCYT | VERACYTE INC | $935 | 0.00% | 29 | 29 | — | $935 | 新建仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $941 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $943 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ZIP | ZIPRECRUITER INC | $944 | 0.00% | 513 | 322 | 168.6% | $593 | 加仓 |
| GFF | GRIFFON CORP | $945 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $947 | 0.00% | 63 | -672 | -91.4% | -$1.01万 | 减仓 |
| APPF | APPFOLIO INC | $947 | 0.00% | 6 | 2 | 50.0% | $316 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $948 | 0.00% | 28 | 21 | 300.0% | $711 | 加仓 |
| TDAY | USA TODAY CO INC | $952 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| OFIX | ORTHOFIX MED INC | $953 | 0.00% | 83 | 34 | 69.4% | $390 | 加仓 |
| MMI | MARCUS & MILLICHAP INC | $958 | 0.00% | 36 | 32 | 800.0% | $852 | 加仓 |
| — | TILRAY BRANDS INC | $965 | 0.00% | 149 | 99 | 198.0% | $641 | 加仓 |
| IBCP | INDEPENDENT BK CORP MICH | $966 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $969 | 0.00% | 2 | 1 | 100.0% | $484 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $977 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $978 | 0.00% | 88 | -7 | -7.4% | -$78 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $980 | 0.00% | 32 | -34 | -51.5% | -$1,041 | 减仓 |
| VTEX | VTEX | $980 | 0.00% | 245 | 235 | 2,350.0% | $940 | 重新持有 |
| HTO | H2O AMERICA | $998 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ABX | ABACUS GLOBAL MGMT INC | $1,001 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $1,002 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ZVRA | ZEVRA THERAPEUTICS INC | $1,007 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $1,015 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HLF | HERBALIFE LTD | $1,016 | 0.00% | 69 | 34 | 97.1% | $501 | 加仓 |
| GH | GUARDANT HEALTH INC | $1,017 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OEC | ORION S.A. | $1,021 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| KODK | EASTMAN KODAK CO | $1,023 | 0.00% | 113 | 26 | 29.9% | $235 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $1,029 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CTBI | COMMUNITY TR BANCORP INC | $1,033 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $1,033 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $1,044 | 0.00% | 19 | 12 | 171.4% | $659 | 重新持有 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,047 | 0.00% | 47 | -47 | -50.0% | -$1,047 | 减仓 |
| SHBI | SHORE BANCSHARES INC | $1,047 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $1,049 | 0.00% | 13 | 4 | 44.4% | $323 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $1,054 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED | $1,054 | 0.00% | 134 | 118 | 737.5% | $928 | 加仓 |
| ADC | AGREE RLTY CORP | $1,056 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $1,056 | 0.00% | 203 | 203 | — | $1,056 | 新建仓 |
| TRC | TEJON RANCH CO | $1,074 | 0.00% | 57 | -6 | -9.5% | -$113 | 减仓 |
| POWL | POWELL INDS INC | $1,083 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC | $1,084 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED | $1,085 | 0.00% | 81 | 41 | 102.5% | $549 | 重新持有 |
| — | KALVISTA PHARMACEUTICALS INC | $1,088 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1,092 | 0.00% | 3 | 1 | 50.0% | $364 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $1,095 | 0.00% | 57 | 1 | 1.8% | $19 | 加仓 |
| AIR | AAR CORP | $1,095 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RPC | RIDGEPOST CAP INC | $1,097 | 0.00% | 151 | 133 | 738.9% | $966 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,100 | 0.00% | 12 | 7 | 140.0% | $642 | 重新持有 |
| EXTR | EXTREME NETWORKS INC | $1,101 | 0.00% | 73 | -8 | -9.9% | -$121 | 减仓 |
| III | INFORMATION SVCS GROUP INC | $1,103 | 0.00% | 287 | 68 | 31.1% | $261 | 加仓 |
| INTA | INTAPP INC | $1,105 | 0.00% | 43 | -74 | -63.2% | -$1,902 | 减仓 |
| SITC | SITE CTRS CORP | $1,107 | 0.00% | 205 | -192 | -48.4% | -$1,037 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $1,108 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| ZUMZ | ZUMIEZ INC | $1,108 | 0.00% | 50 | 4 | 8.7% | $89 | 加仓 |
| TXNM | TXNM ENERGY INC | $1,111 | 0.00% | 19 | 19 | — | $1,111 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,116 | 0.00% | 49 | 18 | 58.1% | $410 | 加仓 |
| LXFR | LUXFER HLDGS PLC | $1,121 | 0.00% | 92 | 20 | 27.8% | $244 | 加仓 |
| KRRO | KORRO BIO INC | $1,121 | 0.00% | 99 | 80 | 421.1% | $906 | 重新持有 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $1,127 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $1,128 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC | $1,129 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HSHP | HIMALAYA SHIPPING LTD | $1,131 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| GIII | G III APPAREL GROUP LTD | $1,136 | 0.00% | 41 | -24 | -36.9% | -$665 | 减仓 |
| EXP | EAGLE MATLS INC | $1,137 | 0.00% | 6 | -25 | -80.6% | -$4,738 | 减仓 |
| MPTI | M-TRON INDS INC | $1,137 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HZO | MARINEMAX INC | $1,137 | 0.00% | 42 | 33 | 366.7% | $893 | 重新持有 |
| RIOT | RIOT PLATFORMS INC | $1,138 | 0.00% | 92 | 89 | 2,966.7% | $1,101 | 重新持有 |
| KRT | KARAT PACKAGING INC | $1,145 | 0.00% | 41 | 18 | 78.3% | $503 | 加仓 |
| AMCX | AMC NETWORKS INC | $1,148 | 0.00% | 169 | 48 | 39.7% | $326 | 加仓 |
| — | AMES NATL CORP | $1,158 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $1,160 | 0.00% | 12 | 11 | 1,100.0% | $1,063 | 重新持有 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $1,161 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BANC | BANC OF CALIFORNIA INC | $1,161 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $1,163 | 0.00% | 285 | 279 | 4,650.0% | $1,139 | 重新持有 |
| CYTK | CYTOKINETICS INC | $1,166 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ARHS | ARHAUS INC | $1,167 | 0.00% | 172 | 95 | 123.4% | $645 | 加仓 |
| — | ARCOSA INC | $1,168 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BBSI | BARRETT BUSINESS SVCS INC | $1,168 | 0.00% | 40 | 40 | — | $1,168 | 新建仓 |