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 |
|---|---|---|---|---|---|---|---|---|
| — | NATIONAL STORAGE AFFILIATES | $6,226 | 0.00% | 140 | 140 | — | $6,226 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $6,232 | 0.00% | 37 | -166 | -81.8% | -$2.80万 | 减仓 |
| MTRN | MATERION CORP | $6,246 | 0.00% | 21 | -8 | -27.6% | -$2,379 | 减仓 |
| BOKF | BOK FINL CORP | $6,250 | 0.00% | 45 | 28 | 164.7% | $3,889 | 加仓 |
| AMBA | AMBARELLA INC | $6,264 | 0.00% | 73 | -41 | -36.0% | -$3,518 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $6,268 | 0.00% | 49 | 4 | 8.9% | $512 | 加仓 |
| HDEF | DBX ETF TR | $6,268 | 0.00% | 195 | 195 | — | $6,268 | 新建仓 |
| USLM | UNITED STS LIME & MINERALS I | $6,281 | 0.00% | 60 | -2 | -3.2% | -$209 | 减仓 |
| MSBI | MIDLAND STATES BANCORP INC | $6,291 | 0.00% | 202 | -7 | -3.3% | -$218 | 减仓 |
| NUVB | NUVATION BIO INC | $6,311 | 0.00% | 1,111 | -3 | -0.3% | -$17 | 减仓 |
| LAUR | LAUREATE ED INC | $6,320 | 0.00% | 174 | 12 | 7.4% | $436 | 加仓 |
| REAL | THE REALREAL INC | $6,332 | 0.00% | 537 | 492 | 1,093.3% | $5,801 | 加仓 |
| RGNX | REGENXBIO INC | $6,338 | 0.00% | 529 | 340 | 179.9% | $4,074 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $6,343 | 0.00% | 119 | 83 | 230.6% | $4,424 | 重新持有 |
| DEO | DIAGEO PLC | $6,351 | 0.00% | 79 | 59 | 295.0% | $4,743 | 加仓 |
| RS | RELIANCE INC | $6,352 | 0.00% | 17 | 4 | 30.8% | $1,495 | 加仓 |
| SUI | SUN CMNTYS INC | $6,356 | 0.00% | 53 | -35 | -39.8% | -$4,197 | 减仓 |
| BAND | BANDWIDTH INC | $6,394 | 0.00% | 101 | -7 | -6.5% | -$443 | 减仓 |
| RKLB | ROCKET LAB CORP | $6,404 | 0.00% | 63 | 12 | 23.5% | $1,220 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $6,413 | 0.00% | 566 | -2 | -0.4% | -$23 | 减仓 |
| CNM | CORE & MAIN INC | $6,418 | 0.00% | 133 | -23 | -14.7% | -$1,110 | 减仓 |
| ETR | ENTERGY CORP NEW | $6,433 | 0.00% | 56 | -68 | -54.8% | -$7,812 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $6,433 | 0.00% | 499 | 469 | 1,563.3% | $6,046 | 重新持有 |
| PENG | PENGUIN SOLUTIONS INC | $6,461 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $6,464 | 0.00% | 110 | 66 | 150.0% | $3,878 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $6,493 | 0.00% | 63 | 63 | — | $6,493 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $6,499 | 0.00% | 75 | -1 | -1.3% | -$87 | 减仓 |
| SE | SEA LTD | $6,517 | 0.00% | 68 | -15 | -18.1% | -$1,438 | 减仓 |
| OVV | OVINTIV INC | $6,529 | 0.00% | 124 | 21 | 20.4% | $1,106 | 加仓 |
| ALMS | ALUMIS INC | $6,529 | 0.00% | 232 | -12 | -4.9% | -$338 | 减仓 |
| NXT | NEXTPOWER INC | $6,553 | 0.00% | 55 | 3 | 5.8% | $357 | 加仓 |
| UFCS | UNITED FIRE GROUP INC | $6,555 | 0.00% | 125 | -19 | -13.2% | -$996 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $6,576 | 0.00% | 394 | 394 | — | $6,576 | 新建仓 |
| ENOV | ENOVIS CORPORATION | $6,583 | 0.00% | 318 | 108 | 51.4% | $2,236 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $6,592 | 0.00% | 35 | -14 | -28.6% | -$2,637 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $6,622 | 0.00% | 210 | 79 | 60.3% | $2,491 | 加仓 |
| RBA | RB GLOBAL INC | $6,638 | 0.00% | 57 | 11 | 23.9% | $1,281 | 加仓 |
| AVPT | AVEPOINT INC | $6,670 | 0.00% | 595 | 227 | 61.7% | $2,545 | 加仓 |
| CVE | CENOVUS ENERGY INC | $6,674 | 0.00% | 269 | -14 | -4.9% | -$347 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $6,680 | 0.00% | 38 | 1 | 2.7% | $176 | 加仓 |
| LAD | LITHIA MTRS INC | $6,682 | 0.00% | 23 | 13 | 130.0% | $3,777 | 重新持有 |
| FRME | FIRST MERCHANTS CORP | $6,685 | 0.00% | 153 | 16 | 11.7% | $699 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $6,688 | 0.00% | 82 | 26 | 46.4% | $2,121 | 加仓 |
| PGNY | PROGYNY INC | $6,689 | 0.00% | 232 | 36 | 18.4% | $1,038 | 加仓 |
| TRIP | TRIPADVISOR INC | $6,691 | 0.00% | 488 | 181 | 59.0% | $2,482 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $6,710 | 0.00% | 122 | -8 | -6.2% | -$440 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $6,730 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $6,745 | 0.00% | 891 | 30 | 3.5% | $227 | 加仓 |
| IEFA | ISHARES TR | $6,761 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $6,765 | 0.00% | 108 | -11 | -9.2% | -$689 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $6,768 | 0.00% | 20 | -590 | -96.7% | -$19.97万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $6,786 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $6,795 | 0.00% | 1,595 | 909 | 132.5% | $3,873 | 重新持有 |
| DHT | DHT HOLDINGS INC | $6,860 | 0.00% | 415 | -47 | -10.2% | -$777 | 减仓 |
| HUN | HUNTSMAN CORP | $6,861 | 0.00% | 646 | -138 | -17.6% | -$1,466 | 减仓 |
| MMSI | MERIT MED SYS INC | $6,865 | 0.00% | 99 | 99 | — | $6,865 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $6,884 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $6,896 | 0.00% | 90 | 32 | 55.2% | $2,452 | 加仓 |
| ATRO | ASTRONICS CORP | $6,908 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $6,909 | 0.00% | 4,764 | 4,364 | 1,091.0% | $6,329 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $6,915 | 0.00% | 496 | 382 | 335.1% | $5,326 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $7,045 | 0.00% | 392 | -451 | -53.5% | -$8,105 | 减仓 |
| HEI | HEICO CORP NEW | $7,124 | 0.00% | 20 | -11 | -35.5% | -$3,918 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $7,152 | 0.00% | 70 | 36 | 105.9% | $3,678 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $7,175 | 0.00% | 50 | 33 | 194.1% | $4,736 | 加仓 |
| APPN | APPIAN CORP | $7,191 | 0.00% | 314 | -25 | -7.4% | -$573 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $7,220 | 0.00% | 204 | -104 | -33.8% | -$3,681 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $7,244 | 0.00% | 54 | 44 | 440.0% | $5,903 | 重新持有 |
| FN | FABRINET | $7,308 | 0.00% | 13 | -5 | -27.8% | -$2,811 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $7,311 | 0.00% | 203 | -240 | -54.2% | -$8,644 | 减仓 |
| VGNT | VERSIGENT PLC | $7,352 | 0.00% | 175 | 175 | — | $7,352 | 新建仓 |
| DCH | DAUCH CORP | $7,404 | 0.00% | 1,366 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $7,433 | 0.00% | 889 | 753 | 553.7% | $6,296 | 加仓 |
| LOW | LOWES COS INC | $7,497 | 0.00% | 34 | -193 | -85.0% | -$4.26万 | 减仓 |
| SPT | SPROUT SOCIAL INC | $7,498 | 0.00% | 993 | 941 | 1,809.6% | $7,105 | 加仓 |
| AVTR | AVANTOR INC | $7,505 | 0.00% | 758 | 203 | 36.6% | $2,010 | 加仓 |
| MEI | METHODE ELECTRS INC | $7,551 | 0.00% | 398 | 46 | 13.1% | $873 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $7,643 | 0.00% | 338 | 139 | 69.8% | $3,143 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $7,692 | 0.00% | 49 | -66 | -57.4% | -$1.04万 | 减仓 |
| GCO | GENESCO INC | $7,700 | 0.00% | 228 | 11 | 5.1% | $371 | 加仓 |
| EVER | EVERQUOTE INC | $7,708 | 0.00% | 324 | 288 | 800.0% | $6,852 | 加仓 |
| GMAB | GENMAB A/S | $7,720 | 0.00% | 281 | -10 | -3.4% | -$275 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $7,784 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $7,788 | 0.00% | 29 | 4 | 16.0% | $1,074 | 加仓 |
| CCI | CROWN CASTLE INC | $7,801 | 0.00% | 103 | 101 | 5,050.0% | $7,650 | 加仓 |
| CRVL | CORVEL CORP | $7,815 | 0.00% | 125 | 99 | 380.8% | $6,189 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $7,818 | 0.00% | 165 | 165 | — | $7,818 | 新建仓 |
| FOX | FOX CORP | $7,823 | 0.00% | 167 | -6 | -3.5% | -$281 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $7,842 | 0.00% | 351 | 314 | 848.6% | $7,015 | 加仓 |
| OSPN | ONESPAN INC | $7,893 | 0.00% | 550 | 364 | 195.7% | $5,224 | 加仓 |
| CE | CELANESE CORP DEL | $7,912 | 0.00% | 172 | 137 | 391.4% | $6,302 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $7,939 | 0.00% | 897 | 868 | 2,993.1% | $7,682 | 加仓 |
| SYNA | SYNAPTICS INC | $7,951 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| NESR | NATIONAL ENERGY SERVICES REU | $7,962 | 0.00% | 266 | 37 | 16.2% | $1,107 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $8,033 | 0.00% | 741 | -1,187 | -61.6% | -$1.29万 | 减仓 |
| TRMB | TRIMBLE INC | $8,036 | 0.00% | 157 | -1,181 | -88.3% | -$6.04万 | 减仓 |
| MOV | MOVADO GROUP INC | $8,059 | 0.00% | 205 | 8 | 4.1% | $314 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $8,063 | 0.00% | 84 | -17 | -16.8% | -$1,632 | 减仓 |
| RRC | RANGE RES CORP | $8,071 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $8,079 | 0.00% | 113 | 110 | 3,666.7% | $7,865 | 加仓 |