13F 机构持仓

True Wealth Design, LLC

AKRON OH · SEC CIK 0001966033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 15.8%
BOXX 13.5%
DFIC 10.1%
DIMENSIONAL ET 7.8%
DFEV 7.0%
SIMPLIFY EXCHA 4.5%
DIHP 4.0%
AVUV 3.2%
MTBA 2.6%
SIMPLIFY EXCHA 1.6%

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
AIR AAR CORP $1,4300.00%10 00.0% — 不变
NEO NEOGENOMICS INC $1,4300.00%98 88880.0% $1,284 重新持有
ONIT ONITY GROUP INC $1,4310.00%36 27300.0% $1,073 加仓
LOPE GRAND CANYON ED INC $1,4320.00%10 -221-95.7% -$3.16万 减仓
HBCP HOMEBANCORP INC $1,4390.00%21 00.0% — 不变
SNN SMITH & NEPHEW PLC $1,4410.00%50 -45-47.4% -$1,297 减仓
LBTYK LIBERTY GLOBAL LTD $1,4410.00%131 2928.4% $319 加仓
LAW CS DISCO INC $1,4410.00%381 202112.8% $764 加仓
MLTX MOONLAKE IMMUNOTHERAPEUTICS $1,4410.00%74 74— $1,441 新建仓
CYTK CYTOKINETICS INC $1,4490.00%17 -1-5.6% -$85 减仓
NOG NORTHERN OIL & GAS INC $1,4520.00%80 80— $1,452 新建仓
DGICA DONEGAL GROUP INC $1,4530.00%77 -2-2.5% -$38 减仓
FBIZ FIRST BUSINESS FINL SVCS INC $1,4530.00%23 14.5% $63 加仓
WYNN WYNN RESORTS LTD $1,4570.00%15 9150.0% $874 加仓
CWH CAMPING WORLD HLDGS INC $1,4580.00%191 191— $1,458 新建仓
HTHT H WORLD GROUP LTD $1,4610.00%35 -12-25.5% -$501 减仓
— FARADAY FUTURE INTLGT ELEC I $1,4610.00%6,338 5,8781,277.8% $1,355 加仓
WFRD WEATHERFORD INTL PLC $1,4670.00%18 -6-25.0% -$489 减仓
DOCS DOXIMITY INC $1,4730.00%71 -250-77.9% -$5,187 减仓
PAY PAYMENTUS HOLDINGS INC $1,4740.00%61 38165.2% $918 加仓
BTU PEABODY ENGR CORP $1,4800.00%64 -21-24.7% -$486 减仓
AAT AMERICAN ASSETS TR INC $1,4820.00%60 -21-25.9% -$519 减仓
BFC BANK FIRST CORP $1,4840.00%10 -2-16.7% -$297 减仓
MYE MYERS INDS INC $1,4840.00%42 -19-31.1% -$671 减仓
CLDX CELLDEX THERAPEUTICS INC NEW $1,4890.00%40 25166.7% $931 加仓
OSBC OLD SECOND BANCORP INC DEL $1,4930.00%64 -28-30.4% -$653 减仓
CCS CENTURY COMMUNITIES INC $1,5050.00%21 -9-30.0% -$645 减仓
CENTA CENTRAL GARDEN & PET CO $1,5130.00%39 -22-36.1% -$853 减仓
CMRC COMMERCE.COM INC $1,5130.00%511 265107.7% $785 加仓
ZYME ZYMEWORKS INC $1,5170.00%58 00.0% — 不变
ESLT ELBIT SYS LTD $1,5180.00%2 1100.0% $759 加仓
LLYVA LIBERTY LIVE HOLDINGS INC $1,5190.00%15 9150.0% $911 加仓
SAH SONIC AUTOMOTIVE INC $1,5270.00%18 -1-5.3% -$85 减仓
SG SWEETGREEN INC $1,5330.00%174 129286.7% $1,137 加仓
SPTI SPDR SERIES TRUST $1,5340.00%54 00.0% — 不变
TXNM TXNM ENERGY INC $1,5340.00%27 842.1% $455 加仓
— INOGEN INC $1,5360.00%238 150170.5% $968 加仓
TLN TALEN ENERGY CORP $1,5380.00%4 2100.0% $769 加仓
SNEX STONEX GROUP INC $1,5410.00%13 00.0% — 不变
PCOR PROCORE TECHNOLOGIES INC $1,5440.00%38 -673-94.7% -$2.73万 减仓
SPSC SPS COMM INC $1,5440.00%27 -6-18.2% -$343 减仓
ZVRA ZEVRA THERAPEUTICS INC $1,5490.00%108 00.0% — 不变
TLS TELOS CORP MD $1,5510.00%337 16899.4% $773 加仓
ARDT ARDENT HEALTH INC $1,5550.00%158 102182.1% $1,004 加仓
ASO ACADEMY SPORTS & OUTDOORS IN $1,5560.00%33 00.0% — 不变
AMTB AMERANT BANCORP INC $1,5570.00%61 -9-12.9% -$230 减仓
FISI FINANCIAL INSTITUTIONS INC $1,5590.00%40 00.0% — 不变
ZD ZIFF DAVIS INC $1,5720.00%30 -162-84.4% -$8,489 减仓
NWS NEWS CORP NEW $1,5720.00%56 35166.7% $982 加仓
TFII TFI INTERNATIONAL INC $1,5800.00%11 583.3% $718 加仓
— SANARA MEDTECH INC $1,5810.00%67 48252.6% $1,133 加仓
VOYG VOYAGER TECHNOLOGIES INC $1,5810.00%49 43716.7% $1,387 加仓
SBGI SINCLAIR INC $1,5820.00%111 58109.4% $827 加仓
TLK TELEKOMUNIKASI IND $1,5850.00%118 94391.7% $1,263 加仓
PGY PAGAYA TECHNOLOGIES LTD $1,5880.00%87 44102.3% $803 加仓
PRTH PRIORITY TECHNOLOGY HLDGS IN $1,5880.00%238 2171,033.3% $1,448 加仓
ORRF ORRSTOWN FINL SVCS INC $1,5930.00%39 514.7% $204 加仓
UTZ UTZ BRANDS INC $1,5940.00%207 156305.9% $1,201 加仓
OSCR OSCAR HEALTH INC $1,5980.00%56 47522.2% $1,341 重新持有
RNGR RANGER ENERGY SVCS INC $1,6010.00%100 -7-6.5% -$112 减仓
— ALTSHARES TRUST $1,6010.00%54 00.0% — 不变
CLSK CLEANSPARK INC $1,6010.00%110 110— $1,601 新建仓
TKO TKO GROUP HOLDINGS INC $1,6110.00%8 4100.0% $806 加仓
ANNX ANNEXON INC $1,6160.00%283 -39-12.1% -$223 减仓
CMP COMPASS MINERALS INTL INC $1,6190.00%52 52— $1,619 新建仓
DC DAKOTA GOLD CORP $1,6240.00%381 -34-8.2% -$145 减仓
VTEX VTEX $1,6240.00%406 16165.7% $644 加仓
TECH BIO-TECHNE CORP $1,6250.00%23 -309-93.1% -$2.18万 减仓
CRCL CIRCLE INTERNET GROUP INC $1,6290.00%26 -72-73.5% -$4,511 减仓
WIX WIX COM LTD $1,6340.00%36 1356.5% $590 加仓
PAGS PAGSEGURO DIGITAL LTD $1,6390.00%181 -418-69.8% -$3,785 减仓
TOST TOAST INC $1,6420.00%59 -125-67.9% -$3,479 减仓
GSBC GREAT SOUTHN BANCORP INC $1,6470.00%21 00.0% — 不变
KMT KENNAMETAL INC $1,6480.00%47 30176.5% $1,052 加仓
DGII DIGI INTL INC $1,6490.00%22 -7-24.1% -$525 减仓
FSLR FIRST SOLAR INC $1,6520.00%7 -27-79.4% -$6,372 减仓
BHRB BURKE HERBERT FINL SVCS CORP $1,6530.00%23 -1-4.2% -$72 减仓
RCI ROGERS COMMUNICATIONS INC $1,6580.00%51 -7-12.1% -$228 减仓
HAPN HAPPEN INC $1,6600.00%80 -60-42.9% -$1,245 减仓
SLVM SYLVAMO CORP $1,6640.00%44 33300.0% $1,248 加仓
IOVA IOVANCE BIOTHERAPEUTICS INC $1,6640.00%400 400— $1,664 新建仓
PENN PENN ENTERTAINMENT INC $1,6670.00%78 1523.8% $321 加仓
SHOO MADDEN STEVEN LTD $1,6840.00%40 00.0% — 不变
CG CARLYLE GROUP INC $1,6850.00%40 00.0% — 不变
MPTI M-TRON INDS INC $1,6860.00%17 00.0% — 不变
XPER XPERI INC $1,6880.00%205 115127.8% $947 加仓
— OMEGA FLEX INC $1,6960.00%54 -10-15.6% -$314 减仓
MOG/A MOOG INC $1,6960.00%4 133.3% $424 加仓
ARCT ARCTURUS THERAPEUTICS HLDGS $1,7010.00%253 192314.8% $1,291 加仓
HMN HORACE MANN EDUCATORS CORP N $1,7050.00%33 -11-25.0% -$568 减仓
RAPP RAPPORT THERAPEUTICS INC $1,7090.00%41 -3-6.8% -$125 减仓
CALY CALLAWAY GOLF CO $1,7100.00%91 -43-32.1% -$808 减仓
VIV TELEFONICA BRASIL SA $1,7110.00%130 00.0% — 不变
KROS KEROS THERAPEUTICS INC $1,7120.00%160 145966.7% $1,552 加仓
— VOYAGER THERAPEUTICS INC $1,7190.00%491 8320.3% $291 加仓
KSS KOHLS CORP $1,7190.00%97 00.0% — 不变
POWL POWELL INDS INC $1,7190.00%6 00.0% — 不变
JBSS SANFILIPPO JOHN B & SON INC $1,7200.00%20 15.3% $86 加仓
FVR FRONTVIEW REIT INC $1,7200.00%85 00.0% — 不变
JACK JACK IN THE BOX INC $1,7240.00%109 -328-75.1% -$5,188 减仓