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 |
|---|---|---|---|---|---|---|---|---|
| MSTR | STRATEGY INC | $3,738 | 0.00% | 43 | 27 | 168.8% | $2,347 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $3,742 | 0.00% | 134 | 104 | 346.7% | $2,904 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $3,766 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $3,770 | 0.00% | 193 | 183 | 1,830.0% | $3,575 | 加仓 |
| NOV | NOV INC | $3,785 | 0.00% | 204 | 122 | 148.8% | $2,264 | 加仓 |
| CRAI | CRA INTL INC | $3,843 | 0.00% | 27 | 25 | 1,250.0% | $3,558 | 重新持有 |
| SAFE | SAFEHOLD INC | $3,847 | 0.00% | 245 | -10 | -3.9% | -$157 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $3,853 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VELO | VELO3D INC | $3,861 | 0.00% | 220 | 220 | — | $3,861 | 新建仓 |
| WU | WESTERN UN CO | $3,866 | 0.00% | 502 | -520 | -50.9% | -$4,005 | 减仓 |
| BLBD | BLUE BIRD CORP | $3,870 | 0.00% | 49 | 21 | 75.0% | $1,659 | 加仓 |
| NU | NU HLDGS LTD | $3,875 | 0.00% | 290 | 60 | 26.1% | $802 | 加仓 |
| MFA | MFA FINL INC | $3,906 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC | $3,921 | 0.00% | 754 | 217 | 40.4% | $1,128 | 加仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $3,927 | 0.00% | 684 | -139 | -16.9% | -$798 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3,939 | 0.00% | 79 | 22 | 38.6% | $1,097 | 加仓 |
| ARDX | ARDELYX INC | $3,943 | 0.00% | 773 | 234 | 43.4% | $1,194 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $3,943 | 0.00% | 24 | 7 | 41.2% | $1,150 | 加仓 |
| MDXG | MIMEDX GROUP INC | $3,951 | 0.00% | 1,026 | 933 | 1,003.2% | $3,593 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $3,981 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MLAB | MESA LABS INC | $3,982 | 0.00% | 40 | 16 | 66.7% | $1,593 | 加仓 |
| GFI | GOLD FIELDS LTD | $3,998 | 0.00% | 119 | 9 | 8.2% | $302 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,002 | 0.00% | 6 | 3 | 100.0% | $2,001 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $4,015 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $4,033 | 0.00% | 180 | -331 | -64.8% | -$7,416 | 减仓 |
| BMBL | BUMBLE INC | $4,036 | 0.00% | 1,261 | -406 | -24.4% | -$1,299 | 减仓 |
| KFRC | KFORCE INC | $4,036 | 0.00% | 86 | 1 | 1.2% | $47 | 加仓 |
| DY | DYCOM INDS INC | $4,045 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $4,050 | 0.00% | 16 | -2 | -11.1% | -$506 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC | $4,059 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $4,069 | 0.00% | 73 | 37 | 102.8% | $2,062 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $4,072 | 0.00% | 197 | 37 | 23.1% | $765 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $4,074 | 0.00% | 190 | 190 | — | $4,074 | 新建仓 |
| MCRI | MONARCH CASINO & RESORT INC | $4,080 | 0.00% | 31 | -1 | -3.1% | -$132 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $4,113 | 0.00% | 448 | 380 | 558.8% | $3,489 | 加仓 |
| MC | MOELIS & CO | $4,122 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $4,123 | 0.00% | 228 | -587 | -72.0% | -$1.06万 | 减仓 |
| RUN | SUNRUN INC | $4,135 | 0.00% | 309 | 28 | 10.0% | $375 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $4,141 | 0.00% | 122 | 11 | 9.9% | $373 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $4,144 | 0.00% | 39 | 11 | 39.3% | $1,169 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $4,144 | 0.00% | 312 | 257 | 467.3% | $3,413 | 加仓 |
| BMI | BADGER METER INC | $4,155 | 0.00% | 28 | 28 | — | $4,155 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $4,168 | 0.00% | 22 | -3 | -12.0% | -$568 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $4,169 | 0.00% | 102 | -64 | -38.6% | -$2,616 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $4,172 | 0.00% | 168 | -20 | -10.6% | -$497 | 减仓 |
| FULT | FULTON FINL CORP PA | $4,185 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $4,207 | 0.00% | 342 | 131 | 62.1% | $1,611 | 加仓 |
| FISV | FISERV INC | $4,219 | 0.00% | 86 | -348 | -80.2% | -$1.71万 | 减仓 |
| RDN | RADIAN GROUP INC | $4,220 | 0.00% | 112 | -39 | -25.8% | -$1,469 | 减仓 |
| VCYT | VERACYTE INC | $4,229 | 0.00% | 72 | 43 | 148.3% | $2,526 | 加仓 |
| RDY | DR REDDYS LABS LTD | $4,261 | 0.00% | 294 | -123 | -29.5% | -$1,783 | 减仓 |
| EQBK | EQUITY BANCSHARES INC | $4,263 | 0.00% | 87 | 4 | 4.8% | $196 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $4,281 | 0.00% | 169 | -5 | -2.9% | -$127 | 减仓 |
| TRGP | TARGA RES CORP | $4,291 | 0.00% | 16 | -25 | -61.0% | -$6,705 | 减仓 |
| CRSR | CORSAIR GAMING INC | $4,294 | 0.00% | 444 | 444 | — | $4,294 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,309 | 0.00% | 35 | -11 | -23.9% | -$1,354 | 减仓 |
| TBLA | TABOOLA.COM LTD | $4,310 | 0.00% | 862 | 172 | 24.9% | $860 | 加仓 |
| RPAY | REPAY HLDGS CORP | $4,326 | 0.00% | 1,030 | 480 | 87.3% | $2,016 | 加仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $4,334 | 0.00% | 122 | 82 | 205.0% | $2,913 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $4,362 | 0.00% | 19 | -3 | -13.6% | -$689 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $4,385 | 0.00% | 145 | -15 | -9.4% | -$454 | 减仓 |
| TTAN | SERVICETITAN INC | $4,385 | 0.00% | 62 | 54 | 675.0% | $3,819 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,396 | 0.00% | 76 | -49 | -39.2% | -$2,834 | 减仓 |
| NMAX | NEWSMAX INC | $4,397 | 0.00% | 531 | 356 | 203.4% | $2,948 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $4,406 | 0.00% | 31 | 20 | 181.8% | $2,843 | 加仓 |
| TRMK | TRUSTMARK CORP | $4,417 | 0.00% | 96 | -33 | -25.6% | -$1,518 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $4,420 | 0.00% | 98 | 98 | — | $4,420 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $4,424 | 0.00% | 484 | 390 | 414.9% | $3,565 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $4,437 | 0.00% | 14 | 6 | 75.0% | $1,902 | 加仓 |
| BF/B | BROWN FORMAN CORP | $4,451 | 0.00% | 167 | 163 | 4,075.0% | $4,344 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $4,453 | 0.00% | 53 | 27 | 103.8% | $2,269 | 加仓 |
| AMRZ | AMRIZE LTD | $4,478 | 0.00% | 84 | 31 | 58.5% | $1,653 | 加仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $4,492 | 0.00% | 352 | 306 | 665.2% | $3,905 | 加仓 |
| WEX | WEX INC | $4,515 | 0.00% | 32 | -167 | -83.9% | -$2.36万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $4,536 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $4,539 | 0.00% | 215 | 99 | 85.3% | $2,090 | 加仓 |
| CDNA | CAREDX INC | $4,560 | 0.00% | 160 | 8 | 5.3% | $228 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $4,566 | 0.00% | 204 | 47 | 29.9% | $1,052 | 加仓 |
| MGEE | MGE ENERGY INC | $4,567 | 0.00% | 56 | 48 | 600.0% | $3,915 | 加仓 |
| AVA | AVISTA CORP | $4,582 | 0.00% | 112 | 54 | 93.1% | $2,209 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $4,585 | 0.00% | 137 | -1 | -0.7% | -$33 | 减仓 |
| KFY | KORN FERRY | $4,595 | 0.00% | 69 | 46 | 200.0% | $3,063 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $4,604 | 0.00% | 46 | 7 | 17.9% | $701 | 加仓 |
| QTRX | QUANTERIX CORP | $4,614 | 0.00% | 1,068 | 917 | 607.3% | $3,962 | 加仓 |
| VCEL | VERICEL CORP | $4,627 | 0.00% | 104 | 104 | — | $4,627 | 新建仓 |
| ALC | ALCON AG | $4,630 | 0.00% | 69 | -350 | -83.5% | -$2.35万 | 减仓 |
| BELFB | BEL FUSE INC | $4,663 | 0.00% | 14 | -5 | -26.3% | -$1,665 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $4,663 | 0.00% | 239 | 208 | 671.0% | $4,058 | 加仓 |
| SHOE | SHOE STA GROUP INC | $4,672 | 0.00% | 315 | 264 | 517.6% | $3,916 | 加仓 |
| QCRH | QCR HLDGS INC | $4,673 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $4,696 | 0.00% | 42 | 31 | 281.8% | $3,466 | 加仓 |
| BIO | BIO RAD LABS INC | $4,698 | 0.00% | 16 | -6 | -27.3% | -$1,762 | 减仓 |
| MBWM | MERCANTILE BK CORP | $4,709 | 0.00% | 82 | -9 | -9.9% | -$517 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP | $4,718 | 0.00% | 172 | 166 | 2,766.7% | $4,553 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $4,719 | 0.00% | 52 | 52 | — | $4,719 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $4,728 | 0.00% | 1,550 | 1,006 | 184.9% | $3,069 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $4,732 | 0.00% | 854 | -121 | -12.4% | -$670 | 减仓 |
| PEN | PENUMBRA INC | $4,737 | 0.00% | 15 | -236 | -94.0% | -$7.45万 | 减仓 |
| NTES | NETEASE COM INC | $4,742 | 0.00% | 37 | 30 | 428.6% | $3,845 | 加仓 |
| R | RYDER SYS INC | $4,748 | 0.00% | 18 | 4 | 28.6% | $1,055 | 加仓 |