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
OEC ORION S.A. $2,2280.00%336 179114.0% $1,187 加仓
LION LIONSGATE STUDIOS CORP $2,2360.00%146 -27-15.6% -$414 减仓
UHT UNIVERSAL HEALTH RLTY INCOME $2,2370.00%51 -8-13.6% -$351 减仓
CNX CNX RES CORP $2,2400.00%66 00.0% — 不变
AXON AXON ENTERPRISE INC $2,2430.00%4 -1-20.0% -$561 减仓
BTBT BIT DIGITAL INC $2,2470.00%1,248 1,248— $2,247 新建仓
GH GUARDANT HEALTH INC $2,2510.00%15 436.4% $600 加仓
RXST RXSIGHT INC $2,2510.00%467 343276.6% $1,653 加仓
TRST TRUSTCO BK CORP N Y $2,2520.00%41 -13-24.1% -$714 减仓
ESRT EMPIRE ST RLTY TR INC $2,2560.00%417 214105.4% $1,158 加仓
ZG ZILLOW GROUP INC $2,2590.00%72 703,500.0% $2,196 加仓
TRDA ENTRADA THERAPEUTICS INC $2,2600.00%307 2831,179.2% $2,083 加仓
CYRX CRYOPORT INC $2,2610.00%144 -19-11.7% -$298 减仓
DNLI DENALI THERAPEUTICS INC $2,2640.00%88 3154.4% $798 加仓
OI O-I GLASS INC $2,2730.00%236 -13-5.2% -$125 重新持有
BHF BRIGHTHOUSE FINL INC $2,2790.00%36 -117-76.5% -$7,407 减仓
FOUR SHIFT4 PMTS INC $2,2870.00%47 47— $2,287 新建仓
IART INTEGRA LIFESCIENCES HLDGS C $2,2990.00%128 -55-30.1% -$988 减仓
PRCT PROCEPT BIOROBOTICS CORP $2,3040.00%102 73251.7% $1,649 加仓
LAC LITHIUM AMERS CORP NEW $2,3100.00%600 00.0% — 不变
AM ANTERO MIDSTREAM CORP $2,3210.00%102 00.0% — 不变
IIIN INSTEEL INDS INC $2,3260.00%77 -41-34.7% -$1,239 减仓
OMDA OMADA HEALTH INC $2,3270.00%106 -76-41.8% -$1,668 减仓
HPK HIGHPEAK ENERGY INC $2,3350.00%334 15586.6% $1,084 加仓
HBNC HORIZON BANCORP IND $2,3380.00%117 21.7% $40 加仓
TU TELUS CORPORATION $2,3470.00%222 -120-35.1% -$1,269 减仓
TRN TRINITY INDS INC $2,3520.00%68 00.0% — 不变
STBA S & T BANCORP INC $2,3560.00%48 -13-21.3% -$638 减仓
CNP CENTERPOINT ENERGY INC $2,3790.00%54 -28-34.1% -$1,234 减仓
RDW REDWIRE CORPORATION $2,3850.00%195 1811,292.9% $2,214 加仓
DFIN DONNELLEY FINL SOLUTIONS INC $2,3920.00%57 57— $2,392 新建仓
MMI MARCUS & MILLICHAP INC $2,4010.00%77 41113.9% $1,278 加仓
FLNG FLEX LNG LTD $2,4140.00%86 68377.8% $1,909 加仓
HOG HARLEY DAVIDSON INC $2,4220.00%99 68219.4% $1,664 加仓
ZIP ZIPRECRUITER INC $2,4300.00%648 13526.3% $506 加仓
GPRE GREEN PLAINS INC $2,4310.00%158 00.0% — 不变
IOT SAMSARA INC $2,4330.00%75 -15-16.7% -$487 减仓
CCJ CAMECO CORP $2,4450.00%24 00.0% — 不变
OFIX ORTHOFIX MED INC $2,4500.00%268 185222.9% $1,691 加仓
COUR COURSERA INC $2,4540.00%435 -543-55.5% -$3,063 减仓
AVAH AVEANNA HEALTHCARE HLDGS INC $2,4600.00%287 11566.9% $986 加仓
VVX V2X INC $2,4610.00%33 832.0% $597 加仓
UMH UMH PPTYS INC $2,4680.00%163 5145.5% $772 加仓
BSAC BANCO SANTANDER CHILE NEW $2,4700.00%75 00.0% — 不变
AMX AMERICA MOVIL SAB DE CV $2,4700.00%95 -2-2.1% -$52 减仓
SAFT SAFETY INS GROUP INC $2,4710.00%33 -19-36.5% -$1,423 减仓
RYZ RYERSON HLDG CORP $2,4860.00%101 -14-12.2% -$345 减仓
COIN COINBASE GLOBAL INC $2,4860.00%17 321.4% $439 加仓
CLW CLEARWATER PAPER CORP $2,4940.00%159 133511.5% $2,086 加仓
— TREACE MED CONCEPTS INC $2,4960.00%627 404181.2% $1,608 加仓
LYFT LYFT INC $2,4990.00%171 -490-74.1% -$7,161 减仓
GCMG GCM GROSVENOR INC $2,5100.00%204 8267.2% $1,009 加仓
RYN RAYONIER INC $2,5120.00%118 -37-23.9% -$788 减仓
DOCN DIGITALOCEAN HLDGS INC $2,5130.00%16 -8-33.3% -$1,256 减仓
CTKB CYTEK BIOSCIENCES INC $2,5210.00%569 -142-20.0% -$629 减仓
OCUL OCULAR THERAPEUTIX INC $2,5240.00%257 183247.3% $1,797 加仓
EBS EMERGENT BIOSOLUTIONS INC $2,5310.00%302 -9-2.9% -$75 减仓
KRRO KORRO BIO INC $2,5310.00%192 9393.9% $1,226 加仓
MRTN MARTEN TRANS LTD $2,5510.00%147 -6-3.9% -$104 减仓
BZ KANZHUN LIMITED $2,5620.00%199 118145.7% $1,519 加仓
GRNT GRANITE RIDGE RESOURCES INC $2,5760.00%584 20554.1% $904 加仓
JOUT JOHNSON OUTDOORS INC $2,5790.00%56 -8-12.5% -$368 减仓
SMCI SUPER MICRO COMPUTER INC $2,5820.00%88 3979.6% $1,144 加仓
RDDT REDDIT INC $2,6040.00%15 9150.0% $1,562 加仓
XHR XENIA HOTELS & RESORTS INC $2,6070.00%128 -43-25.1% -$876 减仓
ABSI ABSCI CORPORATION $2,6200.00%226 9369.9% $1,078 加仓
VREX VAREX IMAGING CORP $2,6290.00%252 -37-12.8% -$386 减仓
ERIE ERIE INDTY CO $2,6380.00%11 9450.0% $2,158 加仓
NEXN NEXXEN INTL LTD $2,6460.00%293 187176.4% $1,689 加仓
IEMG ISHARES INC $2,6510.00%32 -550-94.5% -$4.56万 减仓
CNO CNO FINL GROUP INC $2,6510.00%52 31147.6% $1,580 重新持有
CNMD CONMED CORP $2,6520.00%81 72800.0% $2,357 重新持有
LTH LIFE TIME GROUP HOLDINGS INC $2,6550.00%65 610.2% $245 加仓
ECG EVERUS CONSTR GROUP $2,6560.00%16 16.7% $166 加仓
EDU NEW ORIENTAL ED & TECHNOLOGY $2,6630.00%58 918.4% $413 加仓
FATE FATE THERAPEUTICS INC $2,6710.00%989 41472.0% $1,118 加仓
ARKO ARKO CORP $2,6740.00%333 -28-7.8% -$225 减仓
MGNI MAGNITE INC $2,6770.00%141 109340.6% $2,069 加仓
— AVANOS MED INC $2,6880.00%108 -128-54.2% -$3,186 减仓
ADTN ADTRAN HOLDINGS INC $2,6970.00%194 00.0% — 不变
XRX XEROX HOLDINGS CORP $2,7020.00%863 619253.7% $1,938 加仓
VSTM VERASTEM INC $2,7090.00%709 709— $2,709 新建仓
ARCB ARCBEST CORP $2,7280.00%19 00.0% — 不变
RC READY CAPITAL CORP $2,7360.00%1,563 78099.6% $1,365 加仓
SCHA SCHWAB STRATEGIC TR $2,7460.00%76 00.0% — 不变
PGC PEAPACK-GLADSTONE FINL CORP $2,7460.00%58 00.0% — 不变
JJSF J & J SNACK FOODS CORP $2,7920.00%38 31442.9% $2,278 加仓
KODK EASTMAN KODAK CO $2,8030.00%303 190168.1% $1,758 加仓
WEN WENDYS CO $2,8110.00%339 -1,308-79.4% -$1.08万 减仓
PVH PVH CORPORATION $2,8220.00%38 722.6% $520 加仓
KLC KINDERCARE LEARNING COMPANIE $2,8220.00%664 541439.8% $2,299 加仓
ALGT ALLEGIANT TRAVEL CO $2,8230.00%24 1184.6% $1,294 加仓
LZ LEGALZOOM COM INC $2,8330.00%462 14646.2% $895 加仓
CHCT COMMUNITY HEALTHCARE TR INC $2,8340.00%155 3933.6% $713 加仓
RNA ATRIUM THERAPEUTICS INC $2,8650.00%213 21221,200.0% $2,852 加仓
KIM KIMCO REALTY CORP $2,8900.00%114 80235.3% $2,028 加仓
ALAB ASTERA LABS INC $2,8990.00%6 120.0% $483 加仓
SLGN SILGAN HLDGS INC $2,9230.00%63 63— $2,923 新建仓
VTOL BRISTOW GROUP INC $2,9340.00%71 2554.3% $1,033 加仓
FSLY FASTLY INC $2,9380.00%160 -21-11.6% -$386 减仓