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 |
|---|---|---|---|---|---|---|---|---|
| FUN | SIX FLAGS ENTERTAINMENT CORP | $2,940 | 0.00% | 138 | -14 | -9.2% | -$298 | 减仓 |
| SXC | SUNCOKE ENERGY INC | $2,955 | 0.00% | 367 | 367 | — | $2,955 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $2,967 | 0.00% | 170 | -30 | -15.0% | -$524 | 减仓 |
| PEGA | PEGASYSTEMS INC | $2,968 | 0.00% | 99 | -958 | -90.6% | -$2.87万 | 减仓 |
| BCE | BCE INC | $2,969 | 0.00% | 138 | -119 | -46.3% | -$2,560 | 减仓 |
| SITM | SITIME CORP | $2,983 | 0.00% | 4 | -3 | -42.9% | -$2,237 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $2,984 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $2,986 | 0.00% | 873 | 171 | 24.4% | $585 | 加仓 |
| CARE | CARTER BANKSHARES INC | $2,993 | 0.00% | 88 | 33 | 60.0% | $1,122 | 加仓 |
| NABL | N-ABLE INC | $2,995 | 0.00% | 816 | 439 | 116.4% | $1,611 | 加仓 |
| SATL | SATELLOGIC INC | $3,003 | 0.00% | 525 | 34 | 6.9% | $194 | 加仓 |
| BOX | BOX INC | $3,026 | 0.00% | 114 | 99 | 660.0% | $2,628 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $3,041 | 0.00% | 20 | 6 | 42.9% | $912 | 加仓 |
| BGS | B & G FOODS INC | $3,049 | 0.00% | 766 | -71 | -8.5% | -$283 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,064 | 0.00% | 7 | 2 | 40.0% | $875 | 加仓 |
| CNXN | PC CONNECTION INC | $3,066 | 0.00% | 42 | -26 | -38.2% | -$1,898 | 减仓 |
| FLOC | FLOWCO HLDGS INC | $3,073 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $3,073 | 0.00% | 920 | 671 | 269.5% | $2,241 | 加仓 |
| FUL | FULLER H B CO | $3,090 | 0.00% | 53 | -1 | -1.9% | -$58 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $3,094 | 0.00% | 205 | -2 | -1.0% | -$30 | 减仓 |
| SM | SM ENERGY COMPANY | $3,106 | 0.00% | 119 | -162 | -57.7% | -$4,228 | 减仓 |
| KELYA | KELLY SVCS INC | $3,107 | 0.00% | 253 | 209 | 475.0% | $2,567 | 加仓 |
| YELP | YELP INC | $3,115 | 0.00% | 127 | -176 | -58.1% | -$4,317 | 减仓 |
| FLS | FLOWSERVE CORP | $3,115 | 0.00% | 42 | -13 | -23.6% | -$964 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $3,117 | 0.00% | 394 | 394 | — | $3,117 | 新建仓 |
| TMP | TOMPKINS FINL CORP | $3,120 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TCBK | TRICO BANCSHARES | $3,124 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $3,134 | 0.00% | 31 | 16 | 106.7% | $1,618 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $3,148 | 0.00% | 109 | 90 | 473.7% | $2,599 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $3,163 | 0.00% | 216 | -8 | -3.6% | -$117 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $3,177 | 0.00% | 116 | 24 | 26.1% | $657 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,181 | 0.00% | 24 | -3 | -11.1% | -$398 | 减仓 |
| YORW | YORK WTR CO | $3,188 | 0.00% | 104 | -24 | -18.8% | -$736 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $3,206 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC | $3,212 | 0.00% | 223 | 222 | 22,200.0% | $3,198 | 加仓 |
| PRCH | PORCH GROUP INC | $3,219 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $3,225 | 0.00% | 89 | -57 | -39.0% | -$2,065 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $3,247 | 0.00% | 124 | -19 | -13.3% | -$498 | 减仓 |
| FTAI | FTAI AVIATION LTD | $3,247 | 0.00% | 12 | 3 | 33.3% | $812 | 加仓 |
| HRL | HORMEL FOODS CORP | $3,252 | 0.00% | 131 | 22 | 20.2% | $546 | 加仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $3,254 | 0.00% | 348 | 164 | 89.1% | $1,533 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $3,264 | 0.00% | 91 | 91 | — | $3,264 | 新建仓 |
| UTL | UNITIL CORP | $3,267 | 0.00% | 62 | 62 | — | $3,267 | 新建仓 |
| — | NAVIENT CORPORATION | $3,285 | 0.00% | 386 | 379 | 5,414.3% | $3,225 | 加仓 |
| MTDR | MATADOR RES CO | $3,286 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $3,288 | 0.00% | 68 | 68 | — | $3,288 | 新建仓 |
| CBL | CBL & ASSOC PPTYS INC | $3,292 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $3,293 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $3,297 | 0.00% | 544 | 353 | 184.8% | $2,139 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $3,298 | 0.00% | 394 | 394 | — | $3,298 | 新建仓 |
| BKE | BUCKLE INC | $3,334 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $3,335 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $3,350 | 0.00% | 200 | 200 | — | $3,350 | 新建仓 |
| CTRN | CITI TRENDS INC | $3,355 | 0.00% | 58 | 28 | 93.3% | $1,620 | 加仓 |
| UAA | UNDER ARMOUR INC | $3,355 | 0.00% | 525 | 449 | 590.8% | $2,869 | 加仓 |
| IMO | IMPERIAL OIL LTD | $3,361 | 0.00% | 30 | -2 | -6.2% | -$224 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $3,369 | 0.00% | 348 | 304 | 690.9% | $2,943 | 加仓 |
| THRY | THRYV HLDGS INC | $3,397 | 0.00% | 862 | 830 | 2,593.8% | $3,271 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $3,410 | 0.00% | 1,557 | 1,557 | — | $3,410 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $3,413 | 0.00% | 19 | 4 | 26.7% | $719 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $3,424 | 0.00% | 74 | 9 | 13.8% | $416 | 加仓 |
| SHOP | SHOPIFY INC | $3,426 | 0.00% | 30 | -78 | -72.2% | -$8,908 | 减仓 |
| VIA | VIA TRANSN INC | $3,429 | 0.00% | 189 | 185 | 4,625.0% | $3,356 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $3,435 | 0.00% | 337 | 52 | 18.2% | $530 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $3,437 | 0.00% | 140 | 136 | 3,400.0% | $3,339 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $3,445 | 0.00% | 436 | -18 | -4.0% | -$142 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $3,463 | 0.00% | 122 | 122 | — | $3,463 | 新建仓 |
| O | REALTY INCOME CORP | $3,470 | 0.00% | 56 | -82 | -59.4% | -$5,081 | 减仓 |
| BLZE | BACKBLAZE INC | $3,474 | 0.00% | 219 | 16 | 7.9% | $254 | 加仓 |
| STNE | STONECO LTD | $3,480 | 0.00% | 321 | 185 | 136.0% | $2,006 | 加仓 |
| MITK | MITEK SYS INC | $3,483 | 0.00% | 173 | 14 | 8.8% | $282 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $3,492 | 0.00% | 318 | -23 | -6.7% | -$253 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $3,493 | 0.00% | 122 | -1,111 | -90.1% | -$3.18万 | 重新持有 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3,494 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $3,502 | 0.00% | 50 | 50 | — | $3,502 | 新建仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $3,509 | 0.00% | 354 | 327 | 1,211.1% | $3,241 | 加仓 |
| DTM | DT MIDSTREAM INC | $3,522 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC | $3,523 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $3,533 | 0.00% | 93 | -10 | -9.7% | -$380 | 减仓 |
| DOX | AMDOCS LTD | $3,538 | 0.00% | 70 | -39 | -35.8% | -$1,971 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $3,547 | 0.00% | 136 | -3 | -2.2% | -$78 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $3,548 | 0.00% | 124 | -37 | -23.0% | -$1,059 | 减仓 |
| BCPC | BALCHEM CORP | $3,548 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MTRX | MATRIX SVC CO | $3,549 | 0.00% | 259 | 55 | 27.0% | $754 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $3,564 | 0.00% | 21 | -19 | -47.5% | -$3,225 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $3,579 | 0.00% | 158 | 43 | 37.4% | $974 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $3,587 | 0.00% | 127 | 126 | 12,600.0% | $3,559 | 加仓 |
| BY | BYLINE BANCORP INC | $3,616 | 0.00% | 96 | -22 | -18.6% | -$829 | 减仓 |
| SSP | SCRIPPS E W CO OHIO | $3,618 | 0.00% | 1,306 | -27 | -2.0% | -$75 | 减仓 |
| AMSF | AMERISAFE INC | $3,620 | 0.00% | 107 | 77 | 256.7% | $2,605 | 重新持有 |
| EXTR | EXTREME NETWORKS INC | $3,626 | 0.00% | 112 | 39 | 53.4% | $1,263 | 加仓 |
| DNUT | KRISPY KREME INC | $3,629 | 0.00% | 1,028 | 89 | 9.5% | $314 | 加仓 |
| PTC | PTC INC | $3,636 | 0.00% | 32 | -174 | -84.5% | -$1.98万 | 减仓 |
| CBZ | CBIZ INC | $3,658 | 0.00% | 114 | 114 | — | $3,658 | 新建仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $3,659 | 0.00% | 42 | 30 | 250.0% | $2,614 | 重新持有 |
| H | HYATT HOTELS CORP | $3,683 | 0.00% | 19 | -16 | -45.7% | -$3,101 | 减仓 |
| TECK | TECK RESOURCES LTD | $3,687 | 0.00% | 62 | 17 | 37.8% | $1,011 | 加仓 |
| RDVT | RED VIOLET INC | $3,696 | 0.00% | 58 | 4 | 7.4% | $255 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $3,701 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $3,725 | 0.00% | 103 | -13 | -11.2% | -$470 | 减仓 |