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 |
|---|---|---|---|---|---|---|---|---|
| HLN | HALEON PLC | $5,846 | 0.00% | 584 | -126 | -17.7% | -$1,261 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $5,864 | 0.00% | 1,011 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $5,869 | 0.00% | 114 | 97 | 570.6% | $4,994 | 加仓 |
| AVNT | AVIENT CORPORATION | $5,881 | 0.00% | 162 | 155 | 2,214.3% | $5,627 | 加仓 |
| HUM | HUMANA INC | $5,896 | 0.00% | 34 | -27 | -44.3% | -$4,682 | 减仓 |
| WGO | WINNEBAGO INDS INC | $5,951 | 0.00% | 192 | 78 | 68.4% | $2,418 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $5,952 | 0.00% | 70 | 22 | 45.8% | $1,871 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $5,956 | 0.00% | 49 | -108 | -68.8% | -$1.31万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,979 | 0.00% | 76 | 6 | 8.6% | $472 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $6,002 | 0.00% | 599 | 401 | 202.5% | $4,018 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $6,009 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $6,097 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $6,098 | 0.00% | 92 | -88 | -48.9% | -$5,833 | 减仓 |
| OVV | OVINTIV INC | $6,115 | 0.00% | 103 | -134 | -56.5% | -$7,955 | 减仓 |
| TKC | TURKCELL ILETISIM | $6,127 | 0.00% | 1,016 | 798 | 366.1% | $4,812 | 加仓 |
| BIO | BIO RAD LABS INC | $6,133 | 0.00% | 22 | 2 | 10.0% | $558 | 加仓 |
| LH | LABCORP HOLDINGS INC | $6,137 | 0.00% | 23 | -7 | -23.3% | -$1,868 | 减仓 |
| ORN | ORION GROUP HLDGS INC | $6,192 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $6,269 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $6,283 | 0.00% | 20 | 1 | 5.3% | $314 | 加仓 |
| FROG | JFROG LTD | $6,289 | 0.00% | 134 | -2 | -1.5% | -$94 | 减仓 |
| GCO | GENESCO INC | $6,291 | 0.00% | 217 | 18 | 9.0% | $522 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $6,317 | 0.00% | 193 | -93 | -32.5% | -$3,044 | 减仓 |
| IEFA | ISHARES TR | $6,338 | 0.00% | 70 | -117 | -62.6% | -$1.06万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $6,348 | 0.00% | 140 | -156 | -52.7% | -$7,073 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $6,391 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $6,396 | 0.00% | 130 | 111 | 584.2% | $5,461 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $6,417 | 0.00% | 23 | 1 | 4.5% | $279 | 加仓 |
| MNRO | MONRO INC | $6,433 | 0.00% | 401 | 62 | 18.3% | $995 | 加仓 |
| NCNO | NCINO INC | $6,457 | 0.00% | 431 | 430 | 43,000.0% | $6,442 | 重新持有 |
| MIRM | MIRUM PHARMACEUTICALS INC | $6,467 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| RAMP | LIVERAMP HLDGS INC | $6,471 | 0.00% | 244 | -92 | -27.4% | -$2,440 | 减仓 |
| BCE | BCE INC | $6,487 | 0.00% | 257 | 160 | 164.9% | $4,039 | 加仓 |
| BKH | BLACK HILLS CORP | $6,525 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $6,560 | 0.00% | 68 | 59 | 655.6% | $5,692 | 加仓 |
| ARGX | ARGENX SE | $6,573 | 0.00% | 9 | 1 | 12.5% | $730 | 加仓 |
| SON | SONOCO PRODS CO | $6,599 | 0.00% | 122 | 47 | 62.7% | $2,542 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $6,630 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $6,670 | 0.00% | 28 | -3 | -9.7% | -$715 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $6,684 | 0.00% | 109 | 35 | 47.3% | $2,146 | 加仓 |
| OKE | ONEOK INC NEW | $6,689 | 0.00% | 74 | 32 | 76.2% | $2,893 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $6,697 | 0.00% | 171 | -12 | -6.6% | -$470 | 减仓 |
| FSLR | FIRST SOLAR INC | $6,707 | 0.00% | 34 | 11 | 47.8% | $2,170 | 加仓 |
| KWR | QUAKER HOUGHTON | $6,709 | 0.00% | 54 | -3 | -5.3% | -$373 | 减仓 |
| MZTI | MARZETTI COMPANY | $6,779 | 0.00% | 49 | 48 | 4,800.0% | $6,641 | 重新持有 |
| FCF | FIRST COMWLTH FINL CORP PA | $6,786 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $6,807 | 0.00% | 51 | -38 | -42.7% | -$5,072 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $6,820 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $6,843 | 0.00% | 851 | 656 | 336.4% | $5,275 | 加仓 |
| SJNK | SPDR SERIES TRUST | $6,870 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $6,874 | 0.00% | 83 | 82 | 8,200.0% | $6,791 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $7,001 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $7,020 | 0.00% | 41 | -57 | -58.2% | -$9,760 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $7,024 | 0.00% | 147 | 26 | 21.5% | $1,242 | 加仓 |
| KURA | KURA ONCOLOGY INC | $7,049 | 0.00% | 867 | -462 | -34.8% | -$3,756 | 减仓 |
| DOX | AMDOCS LTD | $7,114 | 0.00% | 109 | 98 | 890.9% | $6,396 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $7,156 | 0.00% | 109 | -4 | -3.5% | -$263 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC | $7,172 | 0.00% | 2,490 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $7,178 | 0.00% | 20 | 7 | 53.8% | $2,512 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $7,205 | 0.00% | 125 | 61 | 95.3% | $3,516 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $7,215 | 0.00% | 461 | -82 | -15.1% | -$1,283 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7,235 | 0.00% | 46 | 21 | 84.0% | $3,303 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $7,261 | 0.00% | 217 | 1 | 0.5% | $33 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $7,265 | 0.00% | 221 | -3 | -1.3% | -$99 | 减仓 |
| COMP | COMPASS INC | $7,267 | 0.00% | 994 | 940 | 1,740.7% | $6,872 | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $7,319 | 0.00% | 37 | 1 | 2.8% | $198 | 加仓 |
| BN | BROOKFIELD CORP | $7,326 | 0.00% | 181 | 128 | 241.5% | $5,181 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $7,389 | 0.00% | 161 | -29 | -15.3% | -$1,331 | 减仓 |
| JOE | ST JOE CO | $7,474 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $7,480 | 0.00% | 321 | 253 | 372.1% | $5,895 | 重新持有 |
| NWBI | NORTHWEST BANCSHARES INC | $7,488 | 0.00% | 590 | -21 | -3.4% | -$267 | 减仓 |
| MATV | MATIV HOLDINGS INC | $7,491 | 0.00% | 861 | 1 | 0.1% | $9 | 加仓 |
| YELP | YELP INC | $7,497 | 0.00% | 303 | 101 | 50.0% | $2,499 | 加仓 |
| CVE | CENOVUS ENERGY INC | $7,508 | 0.00% | 283 | 156 | 122.8% | $4,139 | 加仓 |
| EL | LAUDER ESTEE COS INC | $7,536 | 0.00% | 105 | 3 | 2.9% | $215 | 加仓 |
| AHRT | AH RLTY TR INC | $7,537 | 0.00% | 1,370 | -247 | -15.3% | -$1,359 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $7,539 | 0.00% | 182 | 156 | 600.0% | $6,462 | 加仓 |
| KMPR | KEMPER CORP | $7,549 | 0.00% | 247 | -339 | -57.8% | -$1.04万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $7,568 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $7,576 | 0.00% | 49 | -4 | -7.5% | -$618 | 减仓 |
| VNT | VONTIER CORPORATION | $7,591 | 0.00% | 214 | 92 | 75.4% | $3,263 | 加仓 |
| PWR | QUANTA SVCS INC | $7,687 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $7,692 | 0.00% | 120 | -119 | -49.8% | -$7,628 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $7,707 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $7,707 | 0.00% | 156 | 148 | 1,850.0% | $7,312 | 加仓 |
| QTWO | Q2 HLDGS INC | $7,710 | 0.00% | 163 | 143 | 715.0% | $6,764 | 加仓 |
| WHR | WHIRLPOOL CORP | $7,711 | 0.00% | 143 | 142 | 14,200.0% | $7,657 | 重新持有 |
| VOYA | VOYA FINANCIAL INC | $7,721 | 0.00% | 113 | -77 | -40.5% | -$5,261 | 减仓 |
| HR | HEALTHCARE RLTY TR | $7,731 | 0.00% | 455 | 104 | 29.6% | $1,767 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $7,739 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| WABC | WESTAMERICA BANCORPORATION | $7,771 | 0.00% | 149 | -3 | -2.0% | -$156 | 减仓 |
| GMAB | GENMAB A/S | $7,808 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $7,819 | 0.00% | 80 | 80 | — | $7,819 | 新建仓 |
| FLO | FLOWERS FOODS INC | $7,841 | 0.00% | 962 | -1,658 | -63.3% | -$1.35万 | 减仓 |
| ZD | ZIFF DAVIS INC | $8,057 | 0.00% | 192 | -48 | -20.0% | -$2,014 | 减仓 |
| CPA | COPA HOLDINGS SA | $8,067 | 0.00% | 71 | 36 | 102.9% | $4,090 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $8,084 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $8,098 | 0.00% | 166 | 5 | 3.1% | $244 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $8,098 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $8,101 | 0.00% | 1,366 | -37 | -2.6% | -$219 | 减仓 |