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 |
|---|---|---|---|---|---|---|---|---|
| CNX | CNX RES CORP | $2,545 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $2,546 | 0.00% | 63 | 5 | 8.6% | $202 | 加仓 |
| STBA | S & T BANCORP INC | $2,552 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| VIR | VIR BIOTECHNOLOGY INC | $2,554 | 0.00% | 285 | 150 | 111.1% | $1,344 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2,566 | 0.00% | 56 | -8 | -12.5% | -$367 | 减仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $2,582 | 0.00% | 311 | 107 | 52.5% | $888 | 加仓 |
| RYZ | RYERSON HLDG CORP | $2,586 | 0.00% | 115 | 50 | 76.9% | $1,124 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $2,591 | 0.00% | 65 | 6 | 10.2% | $239 | 加仓 |
| GPRE | GREEN PLAINS INC | $2,600 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $2,602 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $2,607 | 0.00% | 24 | 3 | 14.3% | $326 | 加仓 |
| SMTC | SEMTECH CORP | $2,615 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TREE | LENDINGTREE INC | $2,616 | 0.00% | 61 | 55 | 916.7% | $2,359 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $2,622 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CDNA | CAREDX INC | $2,639 | 0.00% | 152 | 7 | 4.8% | $122 | 加仓 |
| GTX | GARRETT MOTION INC | $2,653 | 0.00% | 146 | 10 | 7.4% | $182 | 加仓 |
| SATL | SATELLOGIC INC | $2,672 | 0.00% | 491 | 459 | 1,434.4% | $2,498 | 加仓 |
| EVTC | EVERTEC INC | $2,681 | 0.00% | 95 | 91 | 2,275.0% | $2,568 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $2,690 | 0.00% | 8 | 6 | 300.0% | $2,018 | 加仓 |
| AGL | AGILON HEALTH INC | $2,697 | 0.00% | 341 | 341 | — | $2,697 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $2,698 | 0.00% | 152 | -174 | -53.4% | -$3,088 | 减仓 |
| HLIT | HARMONIC INC | $2,703 | 0.00% | 301 | -31 | -9.3% | -$278 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $2,704 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $2,709 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $2,709 | 0.00% | 68 | 56 | 466.7% | $2,231 | 加仓 |
| DY | DYCOM INDS INC | $2,711 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $2,724 | 0.00% | 14 | 3 | 27.3% | $584 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $2,732 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | DAY ONE BIOPHARMACEUTICALS I | $2,745 | 0.00% | 128 | 102 | 392.3% | $2,187 | 加仓 |
| ACMR | ACM RESH INC | $2,755 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| TCBK | TRICO BANCSHARES | $2,758 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| NSP | INSPERITY INC | $2,759 | 0.00% | 102 | -79 | -43.6% | -$2,137 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $2,767 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC | $2,774 | 0.00% | 72 | 69 | 2,300.0% | $2,658 | 重新持有 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $2,775 | 0.00% | 49 | 8 | 19.5% | $453 | 加仓 |
| BTU | PEABODY ENGR CORP | $2,801 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC | $2,814 | 0.00% | 262 | 205 | 359.6% | $2,202 | 重新持有 |
| — | SKYWATER TECHNOLOGY INC | $2,824 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC | $2,827 | 0.00% | 83 | 28 | 50.9% | $954 | 加仓 |
| NOVT | NOVANTA INC | $2,835 | 0.00% | 24 | 24 | — | $2,835 | 新建仓 |
| AIP | ARTERIS INC | $2,845 | 0.00% | 173 | 5 | 3.0% | $82 | 加仓 |
| IOT | SAMSARA INC | $2,853 | 0.00% | 90 | 82 | 1,025.0% | $2,599 | 加仓 |
| R | RYDER SYS INC | $2,866 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $2,871 | 0.00% | 233 | 67 | 40.4% | $826 | 加仓 |
| EXPO | EXPONENT INC | $2,871 | 0.00% | 44 | 11 | 33.3% | $718 | 加仓 |
| SNAP | SNAP INC | $2,912 | 0.00% | 633 | -461 | -42.1% | -$2,121 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $2,926 | 0.00% | 2,986 | 2,959 | 10,959.3% | $2,900 | 加仓 |
| XPEV | XPENG INC | $2,961 | 0.00% | 173 | 152 | 723.8% | $2,602 | 加仓 |
| FLOC | FLOWCO HLDGS INC | $2,967 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $2,970 | 0.00% | 53 | 20 | 60.6% | $1,121 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $2,974 | 0.00% | 76 | 74 | 3,700.0% | $2,896 | 重新持有 |
| JOUT | JOHNSON OUTDOORS INC | $2,977 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | CLEARWATER ANALYTICS HLDGS I | $2,980 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $3,020 | 0.00% | 95 | 53 | 126.2% | $1,685 | 加仓 |
| — | HERITAGE COMM CORP | $3,021 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $3,060 | 0.00% | 32 | 1 | 3.2% | $96 | 加仓 |
| VREX | VAREX IMAGING CORP | $3,067 | 0.00% | 289 | -8 | -2.7% | -$85 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $3,086 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC | $3,091 | 0.00% | 137 | 6 | 4.6% | $135 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $3,108 | 0.00% | 711 | 98 | 16.0% | $428 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,126 | 0.00% | 43 | 3 | 7.5% | $218 | 加仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $3,134 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $3,136 | 0.00% | 36 | -552 | -93.9% | -$4.81万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3,144 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| — | VERIS RESIDENTIAL INC | $3,152 | 0.00% | 167 | -2 | -1.2% | -$38 | 减仓 |
| WLK | WESTLAKE CORPORATION | $3,155 | 0.00% | 27 | 9 | 50.0% | $1,052 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $3,163 | 0.00% | 52 | 10 | 23.8% | $608 | 加仓 |
| POST | POST HLDGS INC | $3,164 | 0.00% | 32 | -25 | -43.9% | -$2,472 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $3,173 | 0.00% | 34 | 3 | 9.7% | $280 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $3,181 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| DNUT | KRISPY KREME INC | $3,184 | 0.00% | 939 | 227 | 31.9% | $770 | 加仓 |
| RYN | RAYONIER INC | $3,197 | 0.00% | 155 | -120 | -43.6% | -$2,475 | 减仓 |
| ARDX | ARDELYX INC | $3,229 | 0.00% | 539 | 436 | 423.3% | $2,612 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3,232 | 0.00% | 203 | 153 | 306.0% | $2,436 | 加仓 |
| DTM | DT MIDSTREAM INC | $3,233 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $3,273 | 0.00% | 307 | 239 | 351.5% | $2,548 | 加仓 |
| RKLB | ROCKET LAB CORP | $3,276 | 0.00% | 51 | 9 | 21.4% | $578 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $3,290 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $3,306 | 0.00% | 118 | -235 | -66.6% | -$6,584 | 减仓 |
| NU | NU HLDGS LTD | $3,306 | 0.00% | 230 | -8 | -3.4% | -$115 | 减仓 |
| — | AVANOS MED INC | $3,307 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| HG | HAMILTON INSURANCE GROUP LTD | $3,312 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC | $3,315 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $3,321 | 0.00% | 17 | 7 | 70.0% | $1,367 | 加仓 |
| PGNY | PROGYNY INC | $3,329 | 0.00% | 196 | -235 | -54.5% | -$3,991 | 重新持有 |
| FUL | FULLER H B CO | $3,331 | 0.00% | 54 | -36 | -40.0% | -$2,221 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $3,332 | 0.00% | 249 | -283 | -53.2% | -$3,787 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $3,336 | 0.00% | 200 | -5 | -2.4% | -$83 | 减仓 |
| QLYS | QUALYS INC | $3,339 | 0.00% | 38 | -5 | -11.6% | -$439 | 减仓 |
| WY | WEYERHAEUSER CO | $3,344 | 0.00% | 137 | 137 | — | $3,344 | 新建仓 |
| — | PLDT INC | $3,346 | 0.00% | 159 | 9 | 6.0% | $189 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $3,349 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| WAY | WAYSTAR HLDG CORP | $3,352 | 0.00% | 139 | 116 | 504.3% | $2,797 | 加仓 |
| STN | STANTEC INC | $3,370 | 0.00% | 39 | 12 | 44.4% | $1,037 | 加仓 |
| CROX | CROCS INC | $3,404 | 0.00% | 41 | -44 | -51.8% | -$3,653 | 减仓 |
| ENSG | ENSIGN GROUP INC | $3,426 | 0.00% | 17 | 9 | 112.5% | $1,814 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,434 | 0.00% | 209 | 162 | 344.7% | $2,662 | 加仓 |
| SAFE | SAFEHOLD INC | $3,451 | 0.00% | 255 | -78 | -23.4% | -$1,056 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $3,454 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $3,467 | 0.00% | 34 | -55 | -61.8% | -$5,608 | 重新持有 |