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 |
|---|---|---|---|---|---|---|---|---|
| AMCX | AMC GLOBAL MEDIA INC | $1,727 | 0.00% | 173 | 4 | 2.4% | $40 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,730 | 0.00% | 67 | 67 | — | $1,730 | 新建仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $1,736 | 0.00% | 162 | 136 | 523.1% | $1,457 | 加仓 |
| PSFE | PAYSAFE LIMITED | $1,741 | 0.00% | 233 | 11 | 5.0% | $82 | 加仓 |
| KN | KNOWLES CORP | $1,743 | 0.00% | 42 | -45 | -51.7% | -$1,868 | 减仓 |
| ALEC | ALECTOR INC | $1,743 | 0.00% | 867 | 274 | 46.2% | $551 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,746 | 0.00% | 177 | 78 | 78.8% | $769 | 加仓 |
| CDE | COEUR MNG INC | $1,747 | 0.00% | 107 | 73 | 214.7% | $1,192 | 加仓 |
| CNDT | CONDUENT INC | $1,748 | 0.00% | 1,197 | 874 | 270.6% | $1,276 | 加仓 |
| IONQ | IONQ INC | $1,758 | 0.00% | 33 | 15 | 83.3% | $799 | 加仓 |
| NMIH | NMI HLDGS INC | $1,767 | 0.00% | 43 | 7 | 19.4% | $288 | 加仓 |
| PTLO | PORTILLOS INC | $1,769 | 0.00% | 373 | 101 | 37.1% | $479 | 加仓 |
| LXFR | LUXFER HLDGS PLC | $1,786 | 0.00% | 99 | 7 | 7.6% | $126 | 加仓 |
| EOLS | EVOLUS INC | $1,791 | 0.00% | 258 | 258 | — | $1,791 | 新建仓 |
| WLY | WILEY JOHN & SONS INC | $1,795 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MBIN | MERCHANTS BANCORP IND | $1,800 | 0.00% | 36 | -3 | -7.7% | -$150 | 减仓 |
| ROG | ROGERS CORP | $1,802 | 0.00% | 11 | -9 | -45.0% | -$1,474 | 减仓 |
| CODI | COMPASS DIVERSIFIED | $1,802 | 0.00% | 169 | 35 | 26.1% | $373 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $1,810 | 0.00% | 16 | 12 | 300.0% | $1,358 | 加仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $1,812 | 0.00% | 327 | 194 | 145.9% | $1,075 | 加仓 |
| INSM | INSMED INC | $1,813 | 0.00% | 17 | -9 | -34.6% | -$960 | 减仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $1,814 | 0.00% | 59 | -7 | -10.6% | -$215 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $1,815 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A | $1,816 | 0.00% | 20 | 2 | 11.1% | $182 | 加仓 |
| NKTX | NKARTA INC | $1,823 | 0.00% | 644 | 518 | 411.1% | $1,466 | 加仓 |
| WTI | W & T OFFSHORE INC | $1,827 | 0.00% | 580 | 539 | 1,314.6% | $1,698 | 加仓 |
| BIDU | BAIDU INC | $1,829 | 0.00% | 16 | -4 | -20.0% | -$457 | 减仓 |
| — | SIMULATIONS PLUS INC | $1,831 | 0.00% | 100 | 47 | 88.7% | $861 | 加仓 |
| CEVA | CEVA INC | $1,840 | 0.00% | 39 | -6 | -13.3% | -$283 | 减仓 |
| ECVT | ECOVYST INC | $1,843 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $1,847 | 0.00% | 196 | 187 | 2,077.8% | $1,762 | 加仓 |
| UIS | UNISYS CORP | $1,849 | 0.00% | 505 | 448 | 786.0% | $1,640 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $1,850 | 0.00% | 22 | -6 | -21.4% | -$505 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1,853 | 0.00% | 359 | -2,535 | -87.6% | -$1.31万 | 减仓 |
| CLDT | CHATHAM LODGING TR | $1,866 | 0.00% | 141 | -8 | -5.4% | -$106 | 减仓 |
| CPF | CENTRAL PAC FINL CORP | $1,872 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $1,887 | 0.00% | 58 | -5 | -7.9% | -$163 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,902 | 0.00% | 18 | 3 | 20.0% | $317 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $1,908 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $1,913 | 0.00% | 426 | 277 | 185.9% | $1,244 | 加仓 |
| BXC | BLUELINX HLDGS INC | $1,919 | 0.00% | 31 | 18 | 138.5% | $1,114 | 加仓 |
| UTMD | UTAH MED PRODS INC | $1,932 | 0.00% | 28 | -2 | -6.7% | -$138 | 减仓 |
| MMS | MAXIMUS INC | $1,936 | 0.00% | 36 | -84 | -70.0% | -$4,517 | 减仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $1,947 | 0.00% | 494 | 462 | 1,443.8% | $1,821 | 加仓 |
| BRZE | BRAZE INC | $1,953 | 0.00% | 90 | -75 | -45.5% | -$1,628 | 减仓 |
| SRCE | 1ST SOURCE CORP | $1,958 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SVV | SAVERS VALUE VLG INC | $1,958 | 0.00% | 194 | 148 | 321.7% | $1,494 | 加仓 |
| BIOA | BIOAGE LABS INC | $1,961 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC | $1,968 | 0.00% | 9 | -70 | -88.6% | -$1.53万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $1,969 | 0.00% | 45 | -12 | -21.1% | -$525 | 减仓 |
| LAND | GLADSTONE LD CORP | $1,971 | 0.00% | 231 | 172 | 291.5% | $1,468 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $1,974 | 0.00% | 51 | 51 | — | $1,974 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $1,995 | 0.00% | 53 | -191 | -78.3% | -$7,190 | 减仓 |
| UMBF | UMB FINL CORP | $1,999 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $2,002 | 0.00% | 72 | 52 | 260.0% | $1,446 | 加仓 |
| TPLC | TIMOTHY PLAN | $2,012 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| THFF | FIRST FINANCIAL CORPORATION | $2,014 | 0.00% | 26 | -1 | -3.7% | -$77 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $2,019 | 0.00% | 19 | 10 | 111.1% | $1,063 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $2,020 | 0.00% | 44 | -21 | -32.3% | -$964 | 减仓 |
| — | BEYOND MEAT INC | $2,022 | 0.00% | 2,696 | 881 | 48.5% | $661 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $2,026 | 0.00% | 8 | 2 | 33.3% | $506 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $2,033 | 0.00% | 84 | -7 | -7.7% | -$169 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $2,042 | 0.00% | 55 | -13 | -19.1% | -$483 | 减仓 |
| HLNE | HAMILTON LANE INC | $2,050 | 0.00% | 26 | 26 | — | $2,050 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $2,051 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| OOMA | OOMA INC | $2,057 | 0.00% | 107 | 6 | 5.9% | $115 | 加仓 |
| IBEX | IBEX LTD | $2,066 | 0.00% | 68 | 20 | 41.7% | $608 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2,074 | 0.00% | 1 | -1 | -50.0% | -$2,074 | 减仓 |
| UDR | UDR INC | $2,076 | 0.00% | 52 | 52 | — | $2,076 | 新建仓 |
| XNCR | XENCOR INC | $2,077 | 0.00% | 129 | 55 | 74.3% | $886 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $2,077 | 0.00% | 63 | 52 | 472.7% | $1,714 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $2,078 | 0.00% | 142 | 32 | 29.1% | $468 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $2,079 | 0.00% | 54 | -74 | -57.8% | -$2,849 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $2,081 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2,084 | 0.00% | 13 | -4 | -23.5% | -$641 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $2,098 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $2,099 | 0.00% | 113 | 10 | 9.7% | $186 | 加仓 |
| LKFN | LAKELAND FINL CORP | $2,099 | 0.00% | 34 | 28 | 466.7% | $1,729 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2,107 | 0.00% | 8 | -105 | -92.9% | -$2.77万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $2,112 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,117 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| PLTK | PLAYTIKA HLDG CORP | $2,121 | 0.00% | 570 | -27 | -4.5% | -$100 | 减仓 |
| MDU | MDU RES GROUP INC | $2,121 | 0.00% | 100 | 100 | — | $2,121 | 新建仓 |
| CABO | CABLE ONE INC | $2,125 | 0.00% | 40 | 14 | 53.8% | $744 | 加仓 |
| — | TRAEGER INC | $2,129 | 0.00% | 27 | 27 | — | $2,129 | 新建仓 |
| CGON | CG ONCOLOGY INC | $2,132 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SMBC | SOUTHERN MO BANCORP INC | $2,134 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $2,137 | 0.00% | 8 | -2 | -20.0% | -$534 | 减仓 |
| PRG | PROG HOLDINGS INC | $2,145 | 0.00% | 46 | -24 | -34.3% | -$1,119 | 减仓 |
| PSO | PEARSON PLC | $2,146 | 0.00% | 135 | 8 | 6.3% | $127 | 加仓 |
| AIN | ALBANY INTL CORP | $2,161 | 0.00% | 29 | 29 | — | $2,161 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $2,166 | 0.00% | 265 | 39 | 17.3% | $319 | 加仓 |
| CAC | CAMDEN NATL CORP | $2,169 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $2,188 | 0.00% | 40 | 2 | 5.3% | $109 | 加仓 |
| RPC | RIDGEPOST CAP INC | $2,188 | 0.00% | 278 | 127 | 84.1% | $1,000 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $2,191 | 0.00% | 188 | -20 | -9.6% | -$233 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $2,207 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP | $2,209 | 0.00% | 71 | 7 | 10.9% | $218 | 加仓 |
| KRT | KARAT PACKAGING INC | $2,209 | 0.00% | 66 | 25 | 61.0% | $837 | 加仓 |
| CMCL | CALEDONIA MNG CORP | $2,216 | 0.00% | 116 | 13 | 12.6% | $248 | 加仓 |