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 |
|---|---|---|---|---|---|---|---|---|
| ICL | ICL GROUP LTD | $1,975 | 0.00% | 383 | -380 | -49.8% | -$1,960 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $1,978 | 0.00% | 61 | -13 | -17.6% | -$422 | 减仓 |
| HLLY | HOLLEY INC | $1,978 | 0.00% | 644 | 122 | 23.4% | $375 | 加仓 |
| — | OMEGA FLEX INC | $1,987 | 0.00% | 64 | -6 | -8.6% | -$186 | 减仓 |
| MSTR | STRATEGY INC | $1,997 | 0.00% | 16 | 13 | 433.3% | $1,623 | 加仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $2,005 | 0.00% | 140 | 60 | 75.0% | $859 | 加仓 |
| ARKO | ARKO CORP | $2,008 | 0.00% | 361 | -4 | -1.1% | -$22 | 减仓 |
| PRG | PROG HOLDINGS INC | $2,009 | 0.00% | 70 | 33 | 89.2% | $947 | 加仓 |
| MRTN | MARTEN TRANS LTD | $2,009 | 0.00% | 153 | 73 | 91.2% | $959 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $2,028 | 0.00% | 14 | -3 | -17.6% | -$435 | 减仓 |
| GLOB | GLOBANT S A | $2,029 | 0.00% | 44 | -142 | -76.3% | -$6,548 | 减仓 |
| CGON | CG ONCOLOGY INC | $2,031 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $2,043 | 0.00% | 184 | -1,130 | -86.0% | -$1.25万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $2,043 | 0.00% | 58 | -3 | -4.9% | -$106 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $2,059 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $2,059 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VIV | TELEFONICA BRASIL SA | $2,069 | 0.00% | 130 | 85 | 188.9% | $1,353 | 加仓 |
| WIX | WIX COM LTD | $2,072 | 0.00% | 23 | 4 | 21.1% | $360 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $2,086 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $2,093 | 0.00% | 184 | -109 | -37.2% | -$1,240 | 减仓 |
| DC | DAKOTA GOLD CORP | $2,096 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $2,111 | 0.00% | 37 | 36 | 3,600.0% | $2,054 | 加仓 |
| MLAB | MESA LABS INC | $2,123 | 0.00% | 24 | 20 | 500.0% | $1,769 | 加仓 |
| AXON | AXON ENTERPRISE INC | $2,124 | 0.00% | 5 | 2 | 66.7% | $850 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $2,126 | 0.00% | 440 | 428 | 3,566.7% | $2,068 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $2,133 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| — | UDEMY INC | $2,135 | 0.00% | 462 | 68 | 17.3% | $314 | 加仓 |
| TBLA | TABOOLA.COM LTD | $2,139 | 0.00% | 690 | 569 | 470.2% | $1,764 | 加仓 |
| ROG | ROGERS CORP | $2,147 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MITK | MITEK SYS INC | $2,147 | 0.00% | 159 | 54 | 51.4% | $729 | 加仓 |
| TPG | TPG INC | $2,148 | 0.00% | 53 | 9 | 20.5% | $365 | 加仓 |
| VTOL | BRISTOW GROUP INC | $2,157 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $2,163 | 0.00% | 31 | -18 | -36.7% | -$1,256 | 减仓 |
| MOD | MODINE MFG CO | $2,168 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,170 | 0.00% | 116 | -29 | -20.0% | -$542 | 减仓 |
| BOKF | BOK FINL CORP | $2,178 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SUZ | SUZANO S A | $2,183 | 0.00% | 218 | 162 | 289.3% | $1,622 | 加仓 |
| TRN | TRINITY INDS INC | $2,189 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO | $2,200 | 0.00% | 44 | 35 | 388.9% | $1,750 | 加仓 |
| FIGS | FIGS INC | $2,201 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| SSL | SASOL LTD | $2,204 | 0.00% | 170 | 45 | 36.0% | $583 | 加仓 |
| FTAI | FTAI AVIATION LTD | $2,205 | 0.00% | 9 | 3 | 50.0% | $735 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,211 | 0.00% | 76 | 76 | — | $2,211 | 新建仓 |
| VPG | VISHAY PRECISION GROUP INC | $2,215 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| GRNT | GRANITE RIDGE RESOURCES INC | $2,225 | 0.00% | 379 | -11 | -2.8% | -$65 | 减仓 |
| BIDU | BAIDU INC | $2,229 | 0.00% | 20 | 3 | 17.6% | $334 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $2,231 | 0.00% | 58 | 6 | 11.5% | $231 | 加仓 |
| KN | KNOWLES CORP | $2,235 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP | $2,237 | 0.00% | 115 | -31 | -21.2% | -$603 | 减仓 |
| NBR | NABORS INDUSTRIES LTD | $2,238 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $2,241 | 0.00% | 45 | 1 | 2.3% | $50 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $2,248 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $2,252 | 0.00% | 36 | 2 | 5.9% | $125 | 加仓 |
| INFY | INFOSYS LTD | $2,257 | 0.00% | 167 | -142 | -46.0% | -$1,919 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $2,270 | 0.00% | 24 | 6 | 33.3% | $568 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $2,284 | 0.00% | 17 | -48 | -73.8% | -$6,449 | 减仓 |
| OMDA | OMADA HEALTH INC | $2,288 | 0.00% | 182 | 182 | — | $2,288 | 新建仓 |
| CE | CELANESE CORP DEL | $2,302 | 0.00% | 35 | -11 | -23.9% | -$723 | 重新持有 |
| QGEN | QIAGEN NV | $2,323 | 0.00% | 58 | 58 | — | $2,323 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $2,326 | 0.00% | 102 | 24 | 30.8% | $547 | 加仓 |
| CMCL | CALEDONIA MNG CORP | $2,327 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $2,327 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $2,329 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $2,329 | 0.00% | 45 | 9 | 25.0% | $466 | 加仓 |
| SANM | SANMINA CORP | $2,334 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MTRX | MATRIX SVC CO | $2,342 | 0.00% | 204 | -39 | -16.0% | -$448 | 减仓 |
| WSFS | WSFS FINL CORP | $2,357 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $2,364 | 0.00% | 47 | 12 | 34.3% | $604 | 加仓 |
| TRST | TRUSTCO BK CORP N Y | $2,365 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $2,370 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CABO | CABLE ONE INC | $2,372 | 0.00% | 26 | -113 | -81.3% | -$1.03万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,373 | 0.00% | 5 | 2 | 66.7% | $949 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $2,378 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CBL | CBL & ASSOC PPTYS INC | $2,383 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $2,384 | 0.00% | 163 | 150 | 1,153.8% | $2,194 | 重新持有 |
| AMN | AMN HEALTHCARE SVCS INC | $2,385 | 0.00% | 130 | -53 | -29.0% | -$972 | 重新持有 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $2,388 | 0.00% | 59 | 1 | 1.7% | $40 | 加仓 |
| Z | ZILLOW GROUP INC | $2,401 | 0.00% | 58 | 37 | 176.2% | $1,532 | 加仓 |
| ADEA | ADEIA INC | $2,403 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | DIAMOND HILL INVT GROUP INC | $2,410 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $2,412 | 0.00% | 211 | -51 | -19.5% | -$583 | 减仓 |
| SITM | SITIME CORP | $2,418 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $2,420 | 0.00% | 58 | -11 | -15.9% | -$459 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $2,441 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $2,445 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $2,448 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $2,466 | 0.00% | 175 | 50 | 40.0% | $705 | 加仓 |
| HRL | HORMEL FOODS CORP | $2,469 | 0.00% | 109 | 48 | 78.7% | $1,087 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,469 | 0.00% | 89 | 89 | — | $2,469 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,472 | 0.00% | 33 | 5 | 17.9% | $375 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $2,472 | 0.00% | 97 | 25 | 34.7% | $637 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $2,484 | 0.00% | 208 | 139 | 201.4% | $1,660 | 加仓 |
| KFRC | KFORCE INC | $2,486 | 0.00% | 85 | -71 | -45.5% | -$2,077 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $2,489 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BSAC | BANCO SANTANDER CHILE NEW | $2,505 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $2,514 | 0.00% | 702 | 492 | 234.3% | $1,762 | 加仓 |
| — | ACV AUCTIONS INC | $2,523 | 0.00% | 595 | 338 | 131.5% | $1,433 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $2,527 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC | $2,536 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $2,544 | 0.00% | 178 | 100 | 128.2% | $1,429 | 加仓 |