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 |
|---|---|---|---|---|---|---|---|---|
| SDGR | SCHRODINGER INC | $1,089 | 0.00% | 67 | 67 | — | $1,089 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $1,094 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RIGL | RIGEL PHARMACEUTICALS INC | $1,096 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TH | TARGET HOSPITALITY CORP | $1,100 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP | $1,106 | 0.00% | 19 | 16 | 533.3% | $931 | 加仓 |
| GVA | GRANITE CONSTR INC | $1,107 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SGRY | SURGERY PARTNERS INC | $1,109 | 0.00% | 66 | 66 | — | $1,109 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,113 | 0.00% | 42 | 42 | — | $1,113 | 新建仓 |
| IAGG | ISHARES TR | $1,114 | 0.00% | 22 | 22 | — | $1,114 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC | $1,115 | 0.00% | 32 | -71 | -68.9% | -$2,474 | 减仓 |
| PLGO | PELAGOS INS CAP LTD | $1,121 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,121 | 0.00% | 55 | 55 | — | $1,121 | 新建仓 |
| ABX | ABACUS GLOBAL MGMT INC | $1,125 | 0.00% | 105 | -22 | -17.3% | -$236 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $1,127 | 0.00% | 4 | -14 | -77.8% | -$3,944 | 减仓 |
| TNC | TENNANT CO | $1,139 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HNST | HONEST CO INC | $1,146 | 0.00% | 313 | 83 | 36.1% | $304 | 加仓 |
| OPK | OPKO HEALTH INC | $1,148 | 0.00% | 765 | 206 | 36.9% | $309 | 加仓 |
| DBI | DESIGNER BRANDS INC | $1,149 | 0.00% | 197 | -18 | -8.4% | -$105 | 减仓 |
| CMRE | COSTAMARE INC | $1,150 | 0.00% | 82 | -9 | -9.9% | -$126 | 减仓 |
| EMLC | VANECK ETF TRUST | $1,151 | 0.00% | 45 | 45 | — | $1,151 | 新建仓 |
| DOLE | DOLE PLC | $1,153 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| BJRI | BJS RESTAURANTS INC | $1,154 | 0.00% | 19 | 17 | 850.0% | $1,033 | 加仓 |
| — | AMES NATL CORP | $1,155 | 0.00% | 39 | -2 | -4.9% | -$59 | 减仓 |
| — | ARCOSA INC | $1,163 | 0.00% | 8 | -3 | -27.3% | -$436 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $1,164 | 0.00% | 30 | 9 | 42.9% | $349 | 加仓 |
| SITC | SITE CTRS CORP | $1,172 | 0.00% | 295 | 90 | 43.9% | $358 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $1,173 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | FORRESTER RESH INC | $1,178 | 0.00% | 140 | 105 | 300.0% | $884 | 加仓 |
| DEC | DIVERSIFIED ENERGY CO | $1,179 | 0.00% | 85 | -22 | -20.6% | -$305 | 减仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $1,179 | 0.00% | 173 | 71 | 69.6% | $484 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $1,181 | 0.00% | 23 | 4 | 21.1% | $205 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,184 | 0.00% | 10 | 7 | 233.3% | $829 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1,185 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,190 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CTEV | CLARITEV CORPORATION | $1,194 | 0.00% | 35 | 35 | — | $1,194 | 新建仓 |
| AZTA | AZENTA INC | $1,200 | 0.00% | 47 | 6 | 14.6% | $153 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $1,207 | 0.00% | 73 | -14 | -16.1% | -$231 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,208 | 0.00% | 40 | 40 | — | $1,208 | 新建仓 |
| ARVN | ARVINAS INC | $1,214 | 0.00% | 146 | 6 | 4.3% | $50 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $1,224 | 0.00% | 69 | 32 | 86.5% | $568 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1,224 | 0.00% | 8 | 8 | — | $1,224 | 新建仓 |
| IR | INGERSOLL RAND INC | $1,230 | 0.00% | 15 | -1 | -6.2% | -$82 | 减仓 |
| CTBI | COMMUNITY TR BANCORP INC | $1,231 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $1,240 | 0.00% | 37 | -156 | -80.8% | -$5,228 | 减仓 |
| STN | STANTEC INC | $1,241 | 0.00% | 18 | -21 | -53.8% | -$1,448 | 减仓 |
| SIBN | SI BONE INC | $1,241 | 0.00% | 76 | 70 | 1,166.7% | $1,143 | 加仓 |
| SABR | SABRE CORP | $1,242 | 0.00% | 594 | 551 | 1,281.4% | $1,152 | 加仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $1,243 | 0.00% | 1,445 | 933 | 182.2% | $803 | 加仓 |
| SLG | SL GREEN RLTY CORP | $1,243 | 0.00% | 24 | 24 | — | $1,243 | 新建仓 |
| WSO | WATSCO INC | $1,251 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $1,252 | 0.00% | 187 | 170 | 1,000.0% | $1,138 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1,253 | 0.00% | 7 | -3 | -30.0% | -$537 | 减仓 |
| III | INFORMATION SVCS GROUP INC | $1,254 | 0.00% | 305 | 18 | 6.3% | $74 | 加仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $1,254 | 0.00% | 104 | -18 | -14.8% | -$217 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,256 | 0.00% | 53 | 53 | — | $1,256 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC | $1,264 | 0.00% | 91 | 91 | — | $1,264 | 新建仓 |
| WINA | WINMARK CORP | $1,270 | 0.00% | 3 | -6 | -66.7% | -$2,540 | 减仓 |
| — | CARTESIAN THERAPEUTICS INC | $1,272 | 0.00% | 122 | 94 | 335.7% | $980 | 加仓 |
| TPB | TURNING PT BRANDS INC | $1,273 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LENZ | LENZ THERAPEUTICS INC | $1,273 | 0.00% | 224 | 176 | 366.7% | $1,000 | 加仓 |
| TIPT | TIPTREE INC | $1,273 | 0.00% | 71 | 61 | 610.0% | $1,094 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $1,286 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $1,288 | 0.00% | 18 | 10 | 125.0% | $716 | 加仓 |
| SCI | SERVICE CORP INTL | $1,292 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $1,293 | 0.00% | 71 | 17 | 31.5% | $310 | 加仓 |
| — | EVE HLDG INC | $1,293 | 0.00% | 515 | 460 | 836.4% | $1,155 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $1,299 | 0.00% | 27 | -2 | -6.9% | -$96 | 减仓 |
| — | THE REAL BROKERAGE INC | $1,318 | 0.00% | 724 | 710 | 5,071.4% | $1,293 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $1,326 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,333 | 0.00% | 17 | -1 | -5.6% | -$78 | 减仓 |
| NNI | NELNET INC | $1,334 | 0.00% | 10 | -2 | -16.7% | -$267 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1,334 | 0.00% | 9 | -9 | -50.0% | -$1,334 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $1,335 | 0.00% | 412 | 80 | 24.1% | $259 | 加仓 |
| DCTH | DELCATH SYS INC | $1,335 | 0.00% | 106 | 106 | — | $1,335 | 新建仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $1,336 | 0.00% | 35 | -1 | -2.8% | -$38 | 减仓 |
| GDRX | GOODRX HLDGS INC | $1,340 | 0.00% | 465 | 395 | 564.3% | $1,138 | 加仓 |
| — | EXPENSIFY INC | $1,347 | 0.00% | 752 | 718 | 2,111.8% | $1,286 | 加仓 |
| WSBF | WATERSTONE FINL INC MD | $1,348 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE | $1,349 | 0.00% | 24 | -3 | -11.1% | -$169 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $1,349 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP | $1,352 | 0.00% | 115 | 115 | — | $1,352 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $1,369 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| RES | RPC INC | $1,371 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP INC | $1,373 | 0.00% | 128 | -7 | -5.2% | -$75 | 减仓 |
| JD | JD.COM INC | $1,376 | 0.00% | 54 | -78 | -59.1% | -$1,988 | 减仓 |
| WNC | WABASH NATL CORP | $1,377 | 0.00% | 102 | 16 | 18.6% | $216 | 加仓 |
| NEWT | NEWTEKONE INC | $1,378 | 0.00% | 93 | 50 | 116.3% | $741 | 加仓 |
| — | ARES COML REAL ESTATE CORP | $1,382 | 0.00% | 307 | -12 | -3.8% | -$54 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $1,383 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SSL | SASOL LTD | $1,385 | 0.00% | 141 | -29 | -17.1% | -$285 | 减仓 |
| CARG | CARGURUS INC | $1,398 | 0.00% | 41 | -42 | -50.6% | -$1,432 | 减仓 |
| FIGS | FIGS INC | $1,402 | 0.00% | 137 | -12 | -8.1% | -$123 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $1,406 | 0.00% | 110 | -74 | -40.2% | -$946 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $1,410 | 0.00% | 166 | -67 | -28.8% | -$569 | 减仓 |
| MDLN | MEDLINE INC | $1,420 | 0.00% | 36 | 36 | — | $1,420 | 新建仓 |
| CVBF | CVB FINL CORP | $1,421 | 0.00% | 63 | 40 | 173.9% | $902 | 加仓 |
| AS | AMER SPORTS INC | $1,422 | 0.00% | 42 | 3 | 7.7% | $102 | 加仓 |
| ARHS | ARHAUS INC | $1,423 | 0.00% | 169 | -3 | -1.7% | -$25 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $1,428 | 0.00% | 16 | 2 | 14.3% | $178 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $1,428 | 0.00% | 58 | 58 | — | $1,428 | 新建仓 |