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 |
|---|---|---|---|---|---|---|---|---|
| CMRE | COSTAMARE INC | $1,538 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $1,543 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AMTB | AMERANT BANCORP INC | $1,543 | 0.00% | 70 | 6 | 9.4% | $132 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1,548 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $1,548 | 0.00% | 12 | 6 | 100.0% | $774 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,548 | 0.00% | 54 | 54 | — | $1,548 | 新建仓 |
| CSR | CENTERSPACE | $1,552 | 0.00% | 27 | -3 | -10.0% | -$172 | 减仓 |
| BORR | BORR DRILLING LTD | $1,564 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| CPF | CENTRAL PAC FINL CORP | $1,567 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $1,575 | 0.00% | 408 | 43 | 11.8% | $166 | 加仓 |
| UMBF | UMB FINL CORP | $1,580 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $1,583 | 0.00% | 231 | -147 | -38.9% | -$1,007 | 重新持有 |
| RGNX | REGENXBIO INC | $1,584 | 0.00% | 189 | -330 | -63.6% | -$2,766 | 减仓 |
| — | ALTSHARES TRUST | $1,584 | 0.00% | 54 | 54 | — | $1,584 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $1,587 | 0.00% | 8 | -10 | -55.6% | -$1,984 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $1,590 | 0.00% | 59 | -8 | -11.9% | -$216 | 减仓 |
| BLBD | BLUE BIRD CORP | $1,591 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ANIK | ANIKA THERAPEUTICS INC | $1,595 | 0.00% | 110 | 40 | 57.1% | $580 | 加仓 |
| AMPL | AMPLITUDE INC | $1,617 | 0.00% | 237 | -164 | -40.9% | -$1,119 | 减仓 |
| UMH | UMH PPTYS INC | $1,617 | 0.00% | 112 | -10 | -8.2% | -$144 | 减仓 |
| BFC | BANK FIRST CORP | $1,621 | 0.00% | 12 | -1 | -7.7% | -$135 | 减仓 |
| RZLT | REZOLUTE INC | $1,638 | 0.00% | 537 | 537 | — | $1,638 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $1,652 | 0.00% | 385 | 196 | 103.7% | $841 | 加仓 |
| PLTK | PLAYTIKA HLDG CORP | $1,660 | 0.00% | 597 | -257 | -30.1% | -$715 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $1,660 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| SRCE | 1ST SOURCE CORP | $1,662 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| RES | RPC INC | $1,664 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $1,668 | 0.00% | 127 | -122 | -49.0% | -$1,602 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1,670 | 0.00% | 30 | -34 | -53.1% | -$1,893 | 减仓 |
| MBIN | MERCHANTS BANCORP IND | $1,674 | 0.00% | 39 | 2 | 5.4% | $86 | 加仓 |
| WD | WALKER & DUNLOP INC | $1,687 | 0.00% | 38 | 9 | 31.0% | $400 | 加仓 |
| PHR | PHREESIA INC | $1,693 | 0.00% | 202 | 159 | 369.8% | $1,333 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,693 | 0.00% | 26 | 26 | — | $1,693 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $1,696 | 0.00% | 610 | -431 | -41.4% | -$1,198 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION | $1,707 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $1,713 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CCS | CENTURY COMMUNITIES INC | $1,722 | 0.00% | 30 | -5 | -14.3% | -$287 | 减仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $1,724 | 0.00% | 183 | -274 | -60.0% | -$2,581 | 减仓 |
| ACCO | ACCO BRANDS CORP | $1,731 | 0.00% | 577 | -142 | -19.7% | -$426 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $1,735 | 0.00% | 190 | -105 | -35.6% | -$959 | 减仓 |
| YOU | CLEAR SECURE INC | $1,743 | 0.00% | 36 | -105 | -74.5% | -$5,084 | 减仓 |
| NABL | N-ABLE INC | $1,761 | 0.00% | 377 | -41 | -9.8% | -$192 | 减仓 |
| — | ELME COMMUNITIES | $1,765 | 0.00% | 878 | 851 | 3,151.9% | $1,711 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $1,771 | 0.00% | 15 | 5 | 50.0% | $590 | 加仓 |
| — | ONESTREAM INC | $1,776 | 0.00% | 74 | -11 | -12.9% | -$264 | 减仓 |
| ANNX | ANNEXON INC | $1,784 | 0.00% | 322 | 111 | 52.6% | $615 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $1,785 | 0.00% | 66 | -1 | -1.5% | -$27 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $1,791 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LZ | LEGALZOOM COM INC | $1,792 | 0.00% | 316 | -164 | -34.2% | -$930 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $1,800 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | SUN CTRY AIRLS HLDGS INC | $1,801 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| — | GREAT LAKES DREDGE & DOCK CO | $1,802 | 0.00% | 106 | -243 | -69.6% | -$4,131 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $1,815 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,816 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $1,819 | 0.00% | 159 | -3 | -1.9% | -$34 | 减仓 |
| RKT | ROCKET COS INC | $1,824 | 0.00% | 128 | 17 | 15.3% | $242 | 加仓 |
| LZB | LA Z BOY INC | $1,832 | 0.00% | 57 | 52 | 1,040.0% | $1,671 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $1,834 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RNGR | RANGER ENERGY SVCS INC | $1,834 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,837 | 0.00% | 122 | -2 | -1.6% | -$30 | 减仓 |
| SPSC | SPS COMM INC | $1,838 | 0.00% | 33 | 32 | 3,200.0% | $1,782 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,843 | 0.00% | 62 | -13 | -17.3% | -$386 | 减仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $1,844 | 0.00% | 116 | 55 | 90.2% | $874 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $1,855 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN | $1,855 | 0.00% | 40 | 40 | — | $1,855 | 新建仓 |
| UTMD | UTAH MED PRODS INC | $1,860 | 0.00% | 30 | -4 | -11.8% | -$248 | 减仓 |
| CALY | CALLAWAY GOLF CO | $1,860 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $1,863 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO | $1,867 | 0.00% | 107 | 87 | 435.0% | $1,518 | 加仓 |
| RDVT | RED VIOLET INC | $1,869 | 0.00% | 54 | 4 | 8.0% | $138 | 加仓 |
| ARCB | ARCBEST CORP | $1,869 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CORP N | $1,878 | 0.00% | 44 | -4 | -8.3% | -$171 | 减仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $1,883 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1,885 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,885 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $1,892 | 0.00% | 26 | 13 | 100.0% | $946 | 重新持有 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $1,894 | 0.00% | 62 | 17 | 37.8% | $519 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $1,894 | 0.00% | 226 | 105 | 86.8% | $880 | 加仓 |
| CAC | CAMDEN NATL CORP | $1,898 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BEKE | KE HLDGS INC | $1,902 | 0.00% | 127 | 53 | 71.6% | $794 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1,903 | 0.00% | 42 | -8 | -16.0% | -$362 | 减仓 |
| ECVT | ECOVYST INC | $1,904 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND | $1,906 | 0.00% | 115 | -4 | -3.4% | -$66 | 减仓 |
| MNSO | MINISO GROUP HLDG LTD | $1,912 | 0.00% | 118 | 99 | 521.1% | $1,604 | 加仓 |
| STNE | STONECO LTD | $1,921 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| BAND | BANDWIDTH INC | $1,925 | 0.00% | 108 | -90 | -45.5% | -$1,604 | 减仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $1,928 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $1,936 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MEI | METHODE ELECTRS INC | $1,944 | 0.00% | 352 | -95 | -21.3% | -$525 | 减仓 |
| VLTO | VERALTO CORP | $1,946 | 0.00% | 22 | -50 | -69.4% | -$4,423 | 减仓 |
| KVYO | KLAVIYO INC | $1,946 | 0.00% | 100 | 46 | 85.2% | $895 | 加仓 |
| WAFD | WAFD INC | $1,947 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| JPME | J P MORGAN EXCHANGE TRADED F | $1,948 | 0.00% | 17 | 17 | — | $1,948 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $1,950 | 0.00% | 53 | -20 | -27.4% | -$736 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $1,953 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC | $1,959 | 0.00% | 186 | 135 | 264.7% | $1,422 | 加仓 |
| SAIL | SAILPOINT INC | $1,960 | 0.00% | 148 | 148 | — | $1,960 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION | $1,962 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,962 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $1,974 | 0.00% | 809 | 481 | 146.6% | $1,174 | 加仓 |