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 |
|---|---|---|---|---|---|---|---|---|
| LEVI | LEVI STRAUSS & CO NEW | $3,477 | 0.00% | 188 | -23 | -10.9% | -$425 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $3,477 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,486 | 0.00% | 12 | 2 | 20.0% | $581 | 加仓 |
| NRDS | NERDWALLET INC | $3,499 | 0.00% | 337 | -7 | -2.0% | -$73 | 减仓 |
| AVPT | AVEPOINT INC | $3,500 | 0.00% | 368 | 205 | 125.8% | $1,950 | 加仓 |
| FULT | FULTON FINL CORP PA | $3,519 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $3,537 | 0.00% | 39 | -115 | -74.7% | -$1.04万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $3,540 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $3,560 | 0.00% | 21 | -12 | -36.4% | -$2,034 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $3,566 | 0.00% | 232 | 117 | 101.7% | $1,798 | 加仓 |
| MC | MOELIS & CO | $3,591 | 0.00% | 63 | 63 | — | $3,591 | 新建仓 |
| RVTY | REVVITY INC | $3,593 | 0.00% | 41 | 39 | 1,950.0% | $3,418 | 重新持有 |
| MSA | MSA SAFETY INC | $3,607 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IHRT | IHEARTMEDIA INC | $3,610 | 0.00% | 1,236 | -104 | -7.8% | -$304 | 减仓 |
| HELE | HELEN OF TROY LTD | $3,620 | 0.00% | 251 | 239 | 1,991.7% | $3,447 | 重新持有 |
| CERT | CERTARA INC | $3,631 | 0.00% | 637 | 579 | 998.3% | $3,300 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $3,640 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $3,642 | 0.00% | 69 | 55 | 392.9% | $2,903 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $3,643 | 0.00% | 57 | 57 | — | $3,643 | 新建仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $3,649 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,652 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | FLUSHING FINL CORP | $3,656 | 0.00% | 238 | -3 | -1.2% | -$46 | 减仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $3,669 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $3,674 | 0.00% | 151 | 151 | — | $3,674 | 新建仓 |
| EQBK | EQUITY BANCSHARES INC | $3,687 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $3,706 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC | $3,722 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $3,723 | 0.00% | 101 | -251 | -71.3% | -$9,252 | 减仓 |
| BY | BYLINE BANCORP INC | $3,726 | 0.00% | 118 | 2 | 1.7% | $63 | 加仓 |
| NICE | NICE LTD | $3,749 | 0.00% | 34 | 27 | 385.7% | $2,977 | 加仓 |
| BELFB | BEL FUSE INC | $3,762 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $3,773 | 0.00% | 131 | -49 | -27.2% | -$1,411 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $3,776 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $3,778 | 0.00% | 52 | -12 | -18.8% | -$872 | 减仓 |
| OFG | OFG BANCORP | $3,804 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| CXM | SPRINKLR INC | $3,804 | 0.00% | 634 | 520 | 456.1% | $3,120 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $3,810 | 0.00% | 75 | 28 | 59.6% | $1,422 | 加仓 |
| RUN | SUNRUN INC | $3,811 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| EGBN | EAGLE BANCORPORATION INC | $3,830 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $3,848 | 0.00% | 9 | -3 | -25.0% | -$1,283 | 减仓 |
| PLXS | PLEXUS CORP | $3,849 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | OPEN LENDING CORP | $3,860 | 0.00% | 3,088 | -162 | -5.0% | -$202 | 减仓 |
| MFA | MFA FINL INC | $3,861 | 0.00% | 403 | -12 | -2.9% | -$115 | 减仓 |
| STEP | STEPSTONE GROUP INC | $3,866 | 0.00% | 81 | 56 | 224.0% | $2,673 | 加仓 |
| — | THERMON GROUP HLDGS INC | $3,881 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $3,896 | 0.00% | 165 | 129 | 358.3% | $3,046 | 加仓 |
| YORW | YORK WTR CO | $3,898 | 0.00% | 128 | -39 | -23.4% | -$1,188 | 减仓 |
| JD | JD.COM INC | $3,904 | 0.00% | 132 | 106 | 407.7% | $3,135 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $3,943 | 0.00% | 38 | 38 | — | $3,943 | 新建仓 |
| RS | RELIANCE INC | $3,951 | 0.00% | 13 | 1 | 8.3% | $304 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $3,952 | 0.00% | 157 | 30 | 23.6% | $755 | 加仓 |
| SJM | SMUCKER J M CO | $3,955 | 0.00% | 41 | -3 | -6.8% | -$289 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $3,960 | 0.00% | 31 | 21 | 210.0% | $2,683 | 加仓 |
| IIIN | INSTEEL INDS INC | $3,966 | 0.00% | 118 | -22 | -15.7% | -$739 | 减仓 |
| HXL | HEXCEL CORP NEW | $3,966 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $3,969 | 0.00% | 207 | 140 | 209.0% | $2,684 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $3,975 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC | $3,976 | 0.00% | 68 | -41 | -37.6% | -$2,397 | 减仓 |
| BKE | BUCKLE INC | $3,979 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $4,008 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $4,012 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| KRNY | KEARNY FINL CORP MD | $4,017 | 0.00% | 532 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $4,025 | 0.00% | 38 | 1 | 2.7% | $106 | 加仓 |
| BGS | B & G FOODS INC | $4,026 | 0.00% | 837 | -37 | -4.2% | -$178 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4,040 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $4,044 | 0.00% | 55 | 13 | 31.0% | $956 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $4,058 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $4,087 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IOSP | INNOSPEC INC | $4,090 | 0.00% | 56 | 18 | 47.4% | $1,315 | 加仓 |
| QCRH | QCR HLDGS INC | $4,102 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $4,144 | 0.00% | 160 | -354 | -68.9% | -$9,169 | 减仓 |
| — | CSG SYS INTL INC | $4,157 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CFFN | CAPITOL FED FINL INC | $4,164 | 0.00% | 584 | -15 | -2.5% | -$107 | 减仓 |
| MTDR | MATADOR RES CO | $4,170 | 0.00% | 66 | 62 | 1,550.0% | $3,917 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $4,173 | 0.00% | 160 | -9 | -5.3% | -$235 | 减仓 |
| ACDC | PROFRAC HLDG CORP | $4,173 | 0.00% | 673 | 138 | 25.8% | $856 | 加仓 |
| BRO | BROWN & BROWN INC | $4,174 | 0.00% | 64 | -517 | -89.0% | -$3.37万 | 重新持有 |
| NXDR | NEXTDOOR HOLDINGS INC | $4,179 | 0.00% | 2,985 | -253 | -7.8% | -$354 | 减仓 |
| WRLD | WORLD ACCEP CORPORATION | $4,187 | 0.00% | 31 | 10 | 47.6% | $1,351 | 加仓 |
| IMO | IMPERIAL OIL LTD | $4,187 | 0.00% | 32 | 17 | 113.3% | $2,224 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $4,191 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $4,195 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $4,200 | 0.00% | 224 | 8 | 3.7% | $150 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $4,216 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $4,218 | 0.00% | 278 | 164 | 143.9% | $2,488 | 加仓 |
| JACK | JACK IN THE BOX INC | $4,226 | 0.00% | 437 | -150 | -25.6% | -$1,451 | 减仓 |
| INSM | INSMED INC | $4,226 | 0.00% | 26 | 2 | 8.3% | $325 | 加仓 |
| FICO | FAIR ISAAC CORP | $4,271 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UPBD | UPBOUND GROUP INC | $4,296 | 0.00% | 238 | -2 | -0.8% | -$36 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $4,297 | 0.00% | 341 | -58 | -14.5% | -$731 | 减仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $4,350 | 0.00% | 138 | 1 | 0.7% | $32 | 加仓 |
| AVTR | AVANTOR INC | $4,352 | 0.00% | 555 | 498 | 873.7% | $3,905 | 加仓 |
| CART | MAPLEBEAR INC | $4,383 | 0.00% | 117 | -308 | -72.5% | -$1.15万 | 减仓 |
| TU | TELUS CORPORATION | $4,388 | 0.00% | 342 | 226 | 194.8% | $2,900 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $4,394 | 0.00% | 2 | 2 | — | $4,394 | 新建仓 |
| RBA | RB GLOBAL INC | $4,410 | 0.00% | 46 | 20 | 76.9% | $1,917 | 加仓 |
| HUBB | HUBBELL INC | $4,417 | 0.00% | 9 | 1 | 12.5% | $491 | 加仓 |
| NI | NISOURCE INC | $4,433 | 0.00% | 95 | -8 | -7.8% | -$373 | 减仓 |
| BILL | BILL HOLDINGS INC | $4,443 | 0.00% | 116 | 115 | 11,500.0% | $4,405 | 重新持有 |
| SYNA | SYNAPTICS INC | $4,483 | 0.00% | 64 | 0 | 0.0% | — | 不变 |