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 |
|---|---|---|---|---|---|---|---|---|
| WSBF | WATERSTONE FINL INC MD | $1,172 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $1,172 | 0.00% | 15 | 11 | 275.0% | $859 | 加仓 |
| CLDT | CHATHAM LODGING TR | $1,173 | 0.00% | 149 | 22 | 17.3% | $173 | 加仓 |
| TALO | TALOS ENERGY INC | $1,182 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $1,187 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR | $1,193 | 0.00% | 880 | 317 | 56.3% | $430 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $1,195 | 0.00% | 29 | -1 | -3.3% | -$41 | 减仓 |
| GCMG | GCM GROSVENOR INC | $1,196 | 0.00% | 122 | 49 | 67.1% | $480 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1,197 | 0.00% | 102 | 3 | 3.0% | $35 | 加仓 |
| DOLE | DOLE PLC | $1,201 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $1,204 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP INC | $1,213 | 0.00% | 135 | -59 | -30.4% | -$530 | 减仓 |
| DBI | DESIGNER BRANDS INC | $1,224 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $1,224 | 0.00% | 55 | 7 | 14.6% | $156 | 加仓 |
| ONON | ON HLDG AG | $1,225 | 0.00% | 36 | -1 | -2.7% | -$34 | 减仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $1,227 | 0.00% | 34 | -2 | -5.6% | -$72 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $1,229 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HPK | HIGHPEAK ENERGY INC | $1,236 | 0.00% | 179 | 179 | — | $1,236 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC | $1,250 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $1,252 | 0.00% | 97 | -5 | -4.9% | -$65 | 减仓 |
| JBS | JBS N.V. | $1,258 | 0.00% | 70 | 21 | 42.9% | $377 | 重新持有 |
| GHM | GRAHAM CORP | $1,263 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS | $1,265 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| FISI | FINANCIAL INSTITUTIONS INC | $1,269 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $1,269 | 0.00% | 783 | 757 | 2,911.5% | $1,227 | 重新持有 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1,272 | 0.00% | 137 | 137 | — | $1,272 | 新建仓 |
| HBCP | HOMEBANCORP INC | $1,273 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $1,274 | 0.00% | 1,815 | 1,815 | — | $1,274 | 新建仓 |
| ALEC | ALECTOR INC | $1,275 | 0.00% | 593 | 30 | 5.3% | $65 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1,276 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1,282 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DBD | DIEBOLD NIXDORF INC | $1,283 | 0.00% | 17 | -1 | -5.6% | -$75 | 减仓 |
| CARE | CARTER BANKSHARES INC | $1,283 | 0.00% | 55 | 1 | 1.9% | $23 | 加仓 |
| AS | AMER SPORTS INC | $1,284 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IBEX | IBEX LTD | $1,288 | 0.00% | 48 | 38 | 380.0% | $1,020 | 加仓 |
| MYE | MYERS INDS INC | $1,292 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1,296 | 0.00% | 16 | 2 | 14.3% | $162 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC | $1,298 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| CTRN | CITI TRENDS INC | $1,300 | 0.00% | 30 | 4 | 15.4% | $173 | 加仓 |
| TPB | TURNING PT BRANDS INC | $1,302 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $1,303 | 0.00% | 19 | -7 | -26.9% | -$480 | 减仓 |
| TAL | TAL ED GROUP | $1,308 | 0.00% | 115 | 47 | 69.1% | $535 | 加仓 |
| LNN | LINDSAY CORP | $1,310 | 0.00% | 11 | 2 | 22.2% | $238 | 加仓 |
| FVR | FRONTVIEW REIT INC | $1,315 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PUBM | PUBMATIC INC | $1,317 | 0.00% | 161 | 161 | — | $1,317 | 新建仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $1,326 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $1,328 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,331 | 0.00% | 18 | 2 | 12.5% | $148 | 加仓 |
| XP | XP INC | $1,333 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A | $1,349 | 0.00% | 18 | 18 | — | $1,349 | 新建仓 |
| CYRX | CRYOPORT INC | $1,350 | 0.00% | 163 | 12 | 7.9% | $99 | 加仓 |
| NMIH | NMI HLDGS INC | $1,351 | 0.00% | 36 | -47 | -56.6% | -$1,764 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $1,351 | 0.00% | 63 | -6 | -8.7% | -$129 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $1,357 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DGICA | DONEGAL GROUP INC | $1,358 | 0.00% | 79 | -4 | -4.8% | -$69 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $1,359 | 0.00% | 61 | -353 | -85.3% | -$7,864 | 减仓 |
| SFIX | STITCH FIX INC | $1,371 | 0.00% | 414 | 221 | 114.5% | $732 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $1,377 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $1,379 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $1,392 | 0.00% | 57 | 53 | 1,325.0% | $1,294 | 加仓 |
| DGII | DIGI INTL INC | $1,398 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PWP | PERELLA WEINBERG PARTNERS | $1,399 | 0.00% | 77 | 40 | 108.1% | $727 | 加仓 |
| BIOA | BIOAGE LABS INC | $1,400 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $1,403 | 0.00% | 17 | -9 | -34.6% | -$743 | 减仓 |
| EGHT | 8X8 INC NEW | $1,410 | 0.00% | 849 | 121 | 16.6% | $201 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $1,410 | 0.00% | 37 | -5 | -11.9% | -$191 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,412 | 0.00% | 15 | 9 | 150.0% | $847 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $1,420 | 0.00% | 87 | -13 | -13.0% | -$212 | 减仓 |
| CRVL | CORVEL CORP | $1,421 | 0.00% | 26 | 26 | — | $1,421 | 新建仓 |
| RPAY | REPAY HLDGS CORP | $1,430 | 0.00% | 550 | 430 | 358.3% | $1,118 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL | $1,436 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| DRVN | DRIVEN BRANDS HLDGS INC | $1,438 | 0.00% | 114 | 100 | 714.3% | $1,261 | 加仓 |
| PTLO | PORTILLOS INC | $1,439 | 0.00% | 272 | 272 | — | $1,439 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $1,447 | 0.00% | 1,574 | -371 | -19.1% | -$341 | 减仓 |
| KFY | KORN FERRY | $1,448 | 0.00% | 23 | -3 | -11.5% | -$189 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,451 | 0.00% | 15 | -121 | -89.0% | -$1.17万 | 减仓 |
| ZYME | ZYMEWORKS INC | $1,453 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $1,454 | 0.00% | 92 | 3 | 3.4% | $47 | 加仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $1,468 | 0.00% | 619 | -89 | -12.6% | -$211 | 减仓 |
| OOMA | OOMA INC | $1,470 | 0.00% | 101 | 73 | 260.7% | $1,062 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $1,482 | 0.00% | 6 | 3 | 100.0% | $741 | 加仓 |
| ARVN | ARVINAS INC | $1,484 | 0.00% | 140 | 30 | 27.3% | $318 | 加仓 |
| DEO | DIAGEO PLC | $1,489 | 0.00% | 20 | -13 | -39.4% | -$968 | 减仓 |
| UPWK | UPWORK INC | $1,491 | 0.00% | 136 | -81 | -37.3% | -$888 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $1,492 | 0.00% | 81 | -55 | -40.4% | -$1,013 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,495 | 0.00% | 24 | -2 | -7.7% | -$125 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1,496 | 0.00% | 10 | -70 | -87.5% | -$1.05万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $1,496 | 0.00% | 85 | -38 | -30.9% | -$669 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,497 | 0.00% | 91 | -20 | -18.0% | -$329 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $1,508 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM HLDGS INC | $1,512 | 0.00% | 35 | 27 | 337.5% | $1,166 | 加仓 |
| PSFE | PAYSAFE LIMITED | $1,512 | 0.00% | 222 | 181 | 441.5% | $1,233 | 加仓 |
| ALRS | ALERUS FINL CORP | $1,518 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $1,519 | 0.00% | 31 | -4 | -11.4% | -$196 | 减仓 |
| — | NIAGEN BIOSCIENCE INC | $1,522 | 0.00% | 345 | -162 | -32.0% | -$715 | 减仓 |
| PD | PAGERDUTY INC | $1,522 | 0.00% | 245 | 234 | 2,127.3% | $1,454 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1,523 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $1,529 | 0.00% | 11 | 9 | 450.0% | $1,251 | 加仓 |
| — | ARES COML REAL ESTATE CORP | $1,532 | 0.00% | 319 | 44 | 16.0% | $211 | 加仓 |
| PRCH | PORCH GROUP INC | $1,535 | 0.00% | 214 | 0 | 0.0% | — | 不变 |