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 |
|---|---|---|---|---|---|---|---|---|
| FMS | FRESENIUS MEDICAL CARE AG | $4,490 | 0.00% | 199 | 122 | 158.4% | $2,753 | 加仓 |
| CLS | CELESTICA INC | $4,507 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | MISTER CAR WASH INC | $4,510 | 0.00% | 647 | 80 | 14.1% | $558 | 加仓 |
| GNTX | GENTEX CORP | $4,523 | 0.00% | 207 | 57 | 38.0% | $1,245 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $4,549 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $4,571 | 0.00% | 70 | -33 | -32.0% | -$2,155 | 减仓 |
| MBWM | MERCANTILE BK CORP | $4,596 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| MSBI | MIDLAND STATES BANCORP INC | $4,663 | 0.00% | 209 | 1 | 0.5% | $22 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $4,674 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $4,701 | 0.00% | 46 | 35 | 318.2% | $3,577 | 加仓 |
| CPNG | COUPANG INC | $4,720 | 0.00% | 250 | -320 | -56.1% | -$6,042 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $4,765 | 0.00% | 22 | 15 | 214.3% | $3,249 | 加仓 |
| ENOV | ENOVIS CORPORATION | $4,778 | 0.00% | 210 | 149 | 244.3% | $3,390 | 加仓 |
| NUVB | NUVATION BIO INC | $4,780 | 0.00% | 1,114 | 0 | 0.0% | — | 不变 |
| TPC | TUTOR PERINI CORP | $4,786 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $4,810 | 0.00% | 279 | 80 | 40.2% | $1,379 | 加仓 |
| MOV | MOVADO GROUP INC | $4,811 | 0.00% | 197 | -3 | -1.5% | -$73 | 减仓 |
| STRA | STRATEGIC ED INC | $4,812 | 0.00% | 58 | -5 | -7.9% | -$415 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $4,818 | 0.00% | 68 | 66 | 3,300.0% | $4,676 | 重新持有 |
| MTX | MINERALS TECHNOLOGIES INC | $4,823 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| HDSN | HUDSON TECHNOLOGIES INC | $4,840 | 0.00% | 823 | -168 | -17.0% | -$988 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $4,840 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| HCSG | HEALTHCARE SVCS GROUP INC | $4,842 | 0.00% | 261 | -16 | -5.8% | -$297 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4,857 | 0.00% | 60 | 18 | 42.9% | $1,457 | 加仓 |
| TOST | TOAST INC | $4,878 | 0.00% | 184 | 152 | 475.0% | $4,030 | 加仓 |
| BCH | BANCO DE CHILE | $4,890 | 0.00% | 132 | 13 | 10.9% | $482 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $4,910 | 0.00% | 45 | -20 | -30.8% | -$2,182 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $4,917 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| REX | REX AMERICAN RES CORP | $4,922 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| WGS | GENEDX HOLDINGS CORP | $4,945 | 0.00% | 77 | -4 | -4.9% | -$257 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $4,957 | 0.00% | 529 | 24 | 4.8% | $225 | 加仓 |
| SSP | SCRIPPS E W CO OHIO | $4,959 | 0.00% | 1,333 | 0 | 0.0% | — | 不变 |
| — | ENHABIT INC | $4,960 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| MYGN | MYRIAD GENETICS INC | $4,982 | 0.00% | 1,107 | -342 | -23.6% | -$1,539 | 减仓 |
| PSN | PARSONS CORP DEL | $4,984 | 0.00% | 92 | -218 | -70.3% | -$1.18万 | 减仓 |
| GFI | GOLD FIELDS LTD | $4,994 | 0.00% | 110 | -13 | -10.6% | -$590 | 减仓 |
| RDN | RADIAN GROUP INC | $4,996 | 0.00% | 151 | -68 | -31.1% | -$2,250 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $4,998 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $5,005 | 0.00% | 15 | 1 | 7.1% | $334 | 加仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $5,010 | 0.00% | 725 | 206 | 39.7% | $1,424 | 加仓 |
| H | HYATT HOTELS CORP | $5,033 | 0.00% | 35 | 16 | 84.2% | $2,301 | 加仓 |
| WRBY | WARBY PARKER INC | $5,036 | 0.00% | 239 | 145 | 154.3% | $3,055 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $5,059 | 0.00% | 128 | 82 | 178.3% | $3,241 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $5,069 | 0.00% | 161 | 33 | 25.8% | $1,039 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5,083 | 0.00% | 1,086 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $5,083 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| KEP | KOREA ELEC PWR CORP | $5,102 | 0.00% | 358 | 174 | 94.6% | $2,480 | 加仓 |
| FUTU | FUTU HLDGS LTD | $5,197 | 0.00% | 38 | 26 | 216.7% | $3,556 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $5,202 | 0.00% | 90 | 32 | 55.2% | $1,850 | 加仓 |
| TNET | TRINET GROUP INC | $5,210 | 0.00% | 143 | 138 | 2,760.0% | $5,028 | 加仓 |
| FSLY | FASTLY INC | $5,260 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| OBK | ORIGIN BANCORP INC | $5,266 | 0.00% | 127 | -1 | -0.8% | -$41 | 减仓 |
| BULL | WEBULL CORP | $5,276 | 0.00% | 1,099 | 1,099 | — | $5,276 | 新建仓 |
| BHVN | BIOHAVEN LTD | $5,280 | 0.00% | 624 | 73 | 13.2% | $618 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $5,307 | 0.00% | 137 | -18 | -11.6% | -$697 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $5,308 | 0.00% | 39 | -19 | -32.8% | -$2,586 | 减仓 |
| BIL | SPDR SERIES TRUST | $5,316 | 0.00% | 58 | 58 | — | $5,316 | 新建仓 |
| QNST | QUINSTREET INC | $5,321 | 0.00% | 443 | 295 | 199.3% | $3,543 | 加仓 |
| UFCS | UNITED FIRE GROUP INC | $5,337 | 0.00% | 144 | -1 | -0.7% | -$37 | 减仓 |
| MYRG | MYR GROUP INC | $5,365 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $5,373 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $5,376 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $5,391 | 0.00% | 298 | -276 | -48.1% | -$4,993 | 减仓 |
| VST | VISTRA CORP | $5,412 | 0.00% | 36 | 3 | 9.1% | $451 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $5,415 | 0.00% | 18 | 9 | 100.0% | $2,708 | 加仓 |
| BMBL | BUMBLE INC | $5,435 | 0.00% | 1,667 | 1,540 | 1,212.6% | $5,021 | 加仓 |
| TRMK | TRUSTMARK CORP | $5,437 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| HNRG | HALLADOR ENERGY COMPANY | $5,438 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $5,439 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $5,446 | 0.00% | 25 | 12 | 92.3% | $2,614 | 加仓 |
| RLJ | RLJ LODGING TR | $5,447 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| — | STELLAR BANCORP INC | $5,455 | 0.00% | 149 | 3 | 2.1% | $110 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $5,458 | 0.00% | 125 | 125 | — | $5,458 | 新建仓 |
| APEI | AMERICAN PUB ED INC | $5,461 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $5,546 | 0.00% | 90 | 70 | 350.0% | $4,314 | 加仓 |
| ASC | ARDMORE SHIPPING CORP | $5,551 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $5,553 | 0.00% | 158 | -6 | -3.7% | -$211 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $5,574 | 0.00% | 103 | -5 | -4.6% | -$271 | 减仓 |
| CERS | CERUS CORP | $5,575 | 0.00% | 3,063 | -11 | -0.4% | -$20 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $5,612 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $5,616 | 0.00% | 231 | 45 | 24.2% | $1,094 | 加仓 |
| LAUR | LAUREATE ED INC | $5,645 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $5,647 | 0.00% | 58 | 4 | 7.4% | $389 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $5,658 | 0.00% | 486 | 233 | 92.1% | $2,713 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $5,664 | 0.00% | 150 | -66 | -30.6% | -$2,492 | 减仓 |
| LI | LI AUTO INC | $5,670 | 0.00% | 318 | 238 | 297.5% | $4,244 | 加仓 |
| ATRO | ASTRONICS CORP | $5,673 | 0.00% | 85 | 7 | 9.0% | $467 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $5,682 | 0.00% | 122 | -105 | -46.3% | -$4,890 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $5,684 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $5,685 | 0.00% | 57 | 14 | 32.6% | $1,396 | 加仓 |
| COUR | COURSERA INC | $5,692 | 0.00% | 978 | -394 | -28.7% | -$2,293 | 减仓 |
| SKYW | SKYWEST INC | $5,694 | 0.00% | 62 | -32 | -34.0% | -$2,939 | 减仓 |
| LKQ | LKQ CORP | $5,698 | 0.00% | 194 | 66 | 51.6% | $1,938 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $5,714 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $5,732 | 0.00% | 66 | -8 | -10.8% | -$695 | 减仓 |
| RDY | DR REDDYS LABS LTD | $5,776 | 0.00% | 417 | 16 | 4.0% | $222 | 加仓 |
| GEN | GEN DIGITAL INC | $5,781 | 0.00% | 307 | -423 | -57.9% | -$7,965 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $5,787 | 0.00% | 163 | 80 | 96.4% | $2,840 | 加仓 |
| RELX | RELX PLC | $5,802 | 0.00% | 175 | -121 | -40.9% | -$4,012 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $5,824 | 0.00% | 142 | 87 | 158.2% | $3,568 | 加仓 |