13F 机构持仓

True Wealth Design, LLC

AKRON OH · SEC CIK 0001966033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 15.8%
BOXX 13.5%
DFIC 10.1%
DIMENSIONAL ET 7.8%
DFEV 7.0%
SIMPLIFY EXCHA 4.5%
DIHP 4.0%
AVUV 3.2%
MTBA 2.6%
SIMPLIFY EXCHA 1.6%

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
INSW INTERNATIONAL SEAWAYS INC $4,7490.00%62 -15-19.5% -$1,149 减仓
CAH CARDINAL HEALTH INC $4,7520.00%20 -43-68.3% -$1.02万 减仓
CNR CORE NATURAL RESOURCES INC $4,8020.00%60 60— $4,802 新建仓
GLOB GLOBANT S A $4,8050.00%166 122277.3% $3,531 加仓
THO THOR INDS INC $4,8110.00%64 58966.7% $4,360 加仓
JBI JANUS INTERNATIONAL GROUP IN $4,8400.00%872 86614,433.3% $4,807 加仓
OLED UNIVERSAL DISPLAY CORP $4,8500.00%56 44366.7% $3,811 加仓
CFFN CAPITOL FED FINL INC $4,8680.00%572 -12-2.1% -$102 减仓
HXL HEXCEL CORP NEW $4,9030.00%49 00.0% — 不变
HLIT HARMONIC INC $4,9160.00%301 00.0% — 不变
XPO XPO INC $4,9270.00%24 1071.4% $2,053 加仓
EGBN EAGLE BANCORPORATION INC $4,9400.00%174 2013.0% $568 加仓
FWONK LIBERTY MEDIA CORP DEL $4,9480.00%52 -18-25.7% -$1,713 减仓
Z ZILLOW GROUP INC $4,9490.00%157 99170.7% $3,121 加仓
ALRM ALARM COM HLDGS INC $4,9530.00%106 71202.9% $3,318 加仓
INN SUMMIT HOTEL PPTYS $4,9570.00%707 421147.2% $2,952 加仓
LAR LITHIUM ARGENTINA AG $4,9620.00%600 00.0% — 不变
WRBY WARBY PARKER INC $4,9760.00%164 -75-31.4% -$2,276 减仓
SNDX SYNDAX PHARMACEUTICALS INC $4,9850.00%228 -33-12.6% -$722 减仓
RLAY RELAY THERAPEUTICS INC $4,9960.00%267 -11-4.0% -$206 减仓
OPEN OPENDOOR TECHNOLOGIES INC $5,0180.00%1,086 00.0% — 不变
MTX MINERALS TECHNOLOGIES INC $5,0300.00%68 00.0% — 不变
HTFL HEARTFLOW INC $5,0760.00%173 2214.6% $646 加仓
ASC ARDMORE SHIPPING CORP $5,1000.00%364 00.0% — 不变
AMCR AMCOR PLC $5,1160.00%118 -384-76.5% -$1.66万 减仓
CHKP CHECK POINT SOFTWARE TECH LT $5,1260.00%39 -135-77.6% -$1.77万 减仓
RVLV REVOLVE GROUP INC $5,1280.00%224 202918.2% $4,624 加仓
SAM BOSTON BEER INC $5,1340.00%29 -196-87.1% -$3.47万 减仓
PHG KONINKLIJKE PHILIPS N V $5,1390.00%189 -343-64.5% -$9,326 减仓
TPC TUTOR PERINI CORP $5,1450.00%62 00.0% — 不变
TRI THOMSON REUTERS CORP $5,1460.00%63 -123-66.1% -$1.00万 减仓
KRNY KEARNY FINL CORP MD $5,1470.00%544 122.3% $114 加仓
OFG OFG BANCORP $5,1530.00%105 1111.7% $540 加仓
SHAK SHAKE SHACK INC $5,1540.00%92 851,214.3% $4,762 加仓
APEI AMERICAN PUB ED INC $5,1560.00%96 00.0% — 不变
— ACV AUCTIONS INC $5,1630.00%718 12320.7% $884 加仓
DRH DIAMONDROCK HOSPITALITY CO $5,1650.00%424 -105-19.8% -$1,279 减仓
NXDR NEXTDOOR HOLDINGS INC $5,2060.00%2,293 -692-23.2% -$1,571 减仓
INGR INGREDION INC $5,2100.00%55 -562-91.1% -$5.32万 减仓
GTM ZOOMINFO TECHNOLOGIES INC $5,2160.00%1,780 -4,133-69.9% -$1.21万 减仓
GNTX GENTEX CORP $5,2310.00%207 00.0% — 不变
HCSG HEALTHCARE SVCS GROUP INC $5,2320.00%213 -48-18.4% -$1,179 减仓
HUBB HUBBELL INC $5,2320.00%10 111.1% $523 加仓
BCH BANCO DE CHILE $5,2490.00%132 00.0% — 不变
TIC TIC SOLUTIONS INC $5,2670.00%651 555578.1% $4,490 加仓
PUBM PUBMATIC INC $5,2750.00%402 241149.7% $3,162 加仓
REX REX AMERICAN RES CORP $5,2830.00%117 98.3% $406 加仓
IHRT IHEARTMEDIA INC $5,3030.00%1,236 00.0% — 不变
TDG TRANSDIGM GROUP INC $5,3290.00%4 -8-66.7% -$1.07万 减仓
— WEBSTER FINL CORP $5,3500.00%70 -60-46.2% -$4,586 减仓
— WEAVE COMMUNICATIONS INC $5,3500.00%893 706377.5% $4,230 加仓
GIB CGI INC $5,3600.00%83 -39-32.0% -$2,519 减仓
IBN ICICI BANK LIMITED $5,3710.00%185 2515.6% $726 加仓
CXM SPRINKLR INC $5,4030.00%1,047 41365.1% $2,131 加仓
FNV FRANCO NEV CORP $5,4200.00%26 -35-57.4% -$7,296 减仓
ALG ALAMO GROUP INC $5,4290.00%33 311,550.0% $5,100 加仓
DEA EASTERLY GOVT PPTYS INC $5,4350.00%218 155246.0% $3,864 加仓
STWD STARWOOD PPTY TR INC $5,4550.00%333 333— $5,455 新建仓
SCL STEPAN CO $5,4610.00%98 54122.7% $3,009 加仓
SMTC SEMTECH CORP $5,5030.00%34 00.0% — 不变
CART MAPLEBEAR INC $5,5400.00%117 00.0% — 不变
AMPL AMPLITUDE INC $5,5540.00%726 489206.3% $3,741 加仓
HRMY HARMONY BIOSCIENCES HLDGS IN $5,5710.00%153 3529.7% $1,274 加仓
SLDB SOLID BIOSCIENCES INC $5,6350.00%564 -18-3.1% -$180 减仓
SPHR SPHERE ENTERTAINMENT CO $5,7100.00%33 26.5% $346 加仓
PLXS PLEXUS CORP $5,7130.00%19 00.0% — 不变
TREE LENDINGTREE INC $5,7140.00%129 68111.5% $3,012 加仓
CVNA CARVANA CO $5,7270.00%87 2233.8% $1,448 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $5,7280.00%267 00.0% — 不变
BFH BREAD FINANCIAL HOLDINGS INC $5,7430.00%53 2060.6% $2,167 加仓
ALHC ALIGNMENT HEALTHCARE INC $5,7860.00%243 4724.0% $1,119 加仓
SN SHARKNINJA INC $5,7870.00%38 00.0% — 不变
SON SONOCO PRODS CO $5,8050.00%103 -19-15.6% -$1,071 减仓
HNRG HALLADOR ENERGY COMPANY $5,8090.00%334 00.0% — 不变
POST POST HLDGS INC $5,8260.00%66 34106.2% $3,001 加仓
CLS CELESTICA INC $5,8370.00%16 00.0% — 不变
VPG VISHAY PRECISION GROUP INC $5,8470.00%39 -12-23.5% -$1,799 减仓
KGS KODIAK GAS SVCS INC $5,8610.00%78 00.0% — 不变
EFOR EVERFORTH INC $5,8620.00%328 185.8% $322 加仓
VSH VISHAY INTERTECHNOLOGY INC $5,8630.00%109 00.0% — 不变
HMY HARMONY GOLD MNG LTD $5,8720.00%386 15466.4% $2,343 加仓
RYAAY RYANAIR HOLDINGS PLC $5,8930.00%91 11.1% $65 加仓
OBK ORIGIN BANCORP INC $5,9340.00%116 -11-8.7% -$563 减仓
CNS COHEN & STEERS INC $5,9390.00%78 42116.7% $3,198 加仓
WPM WHEATON PRECIOUS METALS CORP $5,9530.00%53 -70-56.9% -$7,862 减仓
ACDC PROFRAC HLDG CORP $5,9560.00%1,025 35252.3% $2,045 加仓
MATX MATSON INC $5,9600.00%31 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $6,0120.00%23 -11-32.4% -$2,875 减仓
ANGI ANGI INC $6,0340.00%1,014 783339.0% $4,659 加仓
ADM ARCHER DANIELS MIDLAND CO $6,0360.00%79 3683.7% $2,751 加仓
ADC AGREE RLTY CORP $6,0600.00%80 66471.4% $5,000 加仓
CHH CHOICE HOTELS INTL INC $6,0650.00%55 532,650.0% $5,844 加仓
AU ANGLOGOLD ASHANTI PLC $6,0670.00%75 1729.3% $1,375 加仓
NKE NIKE INC $6,0860.00%148 -64-30.2% -$2,632 减仓
VSXY VICTORIAS SECRET AND CO $6,0950.00%73 -2-2.7% -$167 减仓
MNRO MONRO INC $6,1090.00%357 -44-11.0% -$753 减仓
ATRC ATRICURE INC $6,1560.00%220 188587.5% $5,261 加仓
TDUP THREDUP INC $6,1590.00%899 8672,709.4% $5,940 加仓
LH LABCORP HOLDINGS INC $6,1600.00%22 -1-4.3% -$280 减仓
BDN BRANDYWINE RLTY TR $6,1630.00%1,944 1,677628.1% $5,317 加仓