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 |
|---|---|---|---|---|---|---|---|---|
| EWW | ISHARES INC | $8,125 | 0.00% | 108 | 108 | — | $8,125 | 新建仓 |
| TDOC | TELADOC HEALTH INC | $8,126 | 0.00% | 1,491 | 1,491 | — | $8,126 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $8,138 | 0.00% | 49 | 29 | 145.0% | $4,816 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $8,147 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| APPN | APPIAN CORP | $8,174 | 0.00% | 339 | 218 | 180.2% | $5,256 | 加仓 |
| INSP | INSPIRE MED SYS INC | $8,202 | 0.00% | 159 | 159 | — | $8,202 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $8,208 | 0.00% | 914 | 25 | 2.8% | $225 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $8,288 | 0.00% | 2,361 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $8,294 | 0.00% | 120 | 114 | 1,900.0% | $7,879 | 加仓 |
| WF | WOORI FINL GROUP INC | $8,325 | 0.00% | 125 | 36 | 40.4% | $2,398 | 加仓 |
| DHT | DHT HOLDINGS INC | $8,441 | 0.00% | 462 | -26 | -5.3% | -$475 | 减仓 |
| O | REALTY INCOME CORP | $8,443 | 0.00% | 138 | 94 | 213.6% | $5,751 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $8,463 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $8,501 | 0.00% | 31 | -49 | -61.3% | -$1.34万 | 减仓 |
| NTR | NUTRIEN LTD | $8,527 | 0.00% | 113 | 17 | 17.7% | $1,283 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $8,532 | 0.00% | 308 | 280 | 1,000.0% | $7,756 | 加仓 |
| VRNS | VARONIS SYS INC | $8,546 | 0.00% | 398 | 184 | 86.0% | $3,951 | 加仓 |
| VALE | VALE S A | $8,560 | 0.00% | 538 | 69 | 14.7% | $1,098 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $8,571 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $8,615 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $8,631 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INC | $8,646 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| EMA | EMERA INC | $8,657 | 0.00% | 167 | 71 | 74.0% | $3,681 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $8,658 | 0.00% | 134 | 93 | 226.8% | $6,009 | 加仓 |
| FE | FIRSTENERGY CORP | $8,663 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $8,672 | 0.00% | 1,223 | -211 | -14.7% | -$1,496 | 减仓 |
| CPAY | CORPAY INC | $8,730 | 0.00% | 30 | 7 | 30.4% | $2,037 | 加仓 |
| TKR | TIMKEN CO | $8,750 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $8,751 | 0.00% | 134 | 47 | 54.0% | $3,069 | 加仓 |
| VIRT | VIRTU FINL INC | $8,753 | 0.00% | 199 | 196 | 6,533.3% | $8,621 | 重新持有 |
| SM | SM ENERGY COMPANY | $8,762 | 0.00% | 281 | 248 | 751.5% | $7,733 | 加仓 |
| SO | SOUTHERN CO | $8,784 | 0.00% | 91 | 5 | 5.8% | $483 | 加仓 |
| LYFT | LYFT INC | $8,792 | 0.00% | 661 | -6,831 | -91.2% | -$9.09万 | 减仓 |
| REMX | VANECK ETF TRUST | $8,800 | 0.00% | 100 | 100 | — | $8,800 | 新建仓 |
| AGG | ISHARES TR | $8,836 | 0.00% | 89 | -521 | -85.4% | -$5.17万 | 减仓 |
| GIB | CGI INC | $8,919 | 0.00% | 122 | 73 | 149.0% | $5,337 | 加仓 |
| WU | WESTERN UN CO | $8,923 | 0.00% | 1,022 | 856 | 515.7% | $7,474 | 加仓 |
| ICHR | ICHOR HOLDINGS | $8,950 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $8,952 | 0.00% | 143 | 18 | 14.4% | $1,127 | 加仓 |
| BOH | BANK HAWAII CORP | $8,985 | 0.00% | 121 | 67 | 124.1% | $4,975 | 加仓 |
| DE | DEERE & CO | $9,013 | 0.00% | 16 | -3 | -15.8% | -$1,690 | 减仓 |
| — | WEBSTER FINL CORP | $9,025 | 0.00% | 130 | 50 | 62.5% | $3,471 | 加仓 |
| KEX | KIRBY CORP | $9,036 | 0.00% | 68 | 40 | 142.9% | $5,315 | 加仓 |
| RELY | REMITLY GLOBAL INC | $9,058 | 0.00% | 578 | 418 | 261.2% | $6,551 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $9,083 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $9,109 | 0.00% | 205 | 173 | 540.6% | $7,687 | 加仓 |
| SLB | SLB LIMITED | $9,148 | 0.00% | 178 | 9 | 5.3% | $463 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $9,162 | 0.00% | 153 | 2 | 1.3% | $120 | 加仓 |
| FTV | FORTIVE CORP | $9,177 | 0.00% | 166 | 82 | 97.6% | $4,533 | 加仓 |
| FOX | FOX CORP | $9,187 | 0.00% | 173 | 37 | 27.2% | $1,965 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $9,351 | 0.00% | 98 | 95 | 3,166.7% | $9,065 | 加仓 |
| CRNC | CERENCE INC | $9,383 | 0.00% | 1,487 | 21 | 1.4% | $133 | 加仓 |
| OUST | OUSTER INC | $9,388 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $9,388 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PACS | PACS GROUP INC | $9,412 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $9,429 | 0.00% | 586 | -480 | -45.0% | -$7,723 | 减仓 |
| CVI | CVR ENERGY INC | $9,456 | 0.00% | 281 | -12 | -4.1% | -$404 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $9,481 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $9,527 | 0.00% | 67 | 37 | 123.3% | $5,261 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $9,555 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $9,570 | 0.00% | 101 | 34 | 50.7% | $3,222 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $9,584 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $9,598 | 0.00% | 123 | 40 | 48.2% | $3,121 | 加仓 |
| CMS | CMS ENERGY CORP | $9,620 | 0.00% | 124 | 4 | 3.3% | $310 | 加仓 |
| — | GATES INDL CORP PLC | $9,632 | 0.00% | 426 | -98 | -18.7% | -$2,216 | 减仓 |
| SLM | SLM CORP | $9,635 | 0.00% | 450 | 70 | 18.4% | $1,499 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $9,642 | 0.00% | 30 | 14 | 87.5% | $4,500 | 加仓 |
| STM | STMICROELECTRONICS N V | $9,744 | 0.00% | 282 | 184 | 187.8% | $6,358 | 加仓 |
| RRC | RANGE RES CORP | $9,805 | 0.00% | 217 | -536 | -71.2% | -$2.42万 | 减仓 |
| PPL | PPL CORP | $9,818 | 0.00% | 257 | 143 | 125.4% | $5,463 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $9,824 | 0.00% | 152 | 80 | 111.1% | $5,171 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $9,874 | 0.00% | 200 | 200 | — | $9,874 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $9,884 | 0.00% | 34 | 25 | 277.8% | $7,268 | 加仓 |
| FBK | FB FINL CORP | $9,921 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $9,923 | 0.00% | 48 | 4 | 9.1% | $827 | 加仓 |
| VNO | VORNADO RLTY TR | $9,929 | 0.00% | 382 | 53 | 16.1% | $1,378 | 加仓 |
| ENTG | ENTEGRIS INC | $9,966 | 0.00% | 85 | 36 | 73.5% | $4,221 | 加仓 |
| MFC | MANULIFE FINL CORP | $9,988 | 0.00% | 290 | 148 | 104.2% | $5,097 | 加仓 |
| SKM | SK TELECOM CO LTD | $1.00万 | 0.00% | 342 | 93 | 37.3% | $2,724 | 加仓 |
| CVSA | COVISTA INC | $1.00万 | 0.00% | 87 | -2 | -2.2% | -$231 | 减仓 |
| JLL | JONES LANG LASALLE INC | $1.00万 | 0.00% | 33 | -100 | -75.2% | -$3.04万 | 减仓 |
| MINT | PIMCO ETF TR | $1.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.01万 | 0.00% | 477 | 54 | 12.8% | $1,142 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.01万 | 0.00% | 77 | -64 | -45.4% | -$8,393 | 减仓 |
| LEA | LEAR CORP | $1.02万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC | $1.03万 | 0.00% | 349 | 346 | 11,533.3% | $1.02万 | 重新持有 |
| TRGP | TARGA RES CORP | $1.03万 | 0.00% | 41 | 28 | 215.4% | $7,020 | 加仓 |
| CTVA | CORTEVA INC | $1.03万 | 0.00% | 123 | 37 | 43.0% | $3,097 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $1.04万 | 0.00% | 156 | 77 | 97.5% | $5,111 | 加仓 |
| NRG | NRG ENERGY INC | $1.04万 | 0.00% | 71 | -11 | -13.4% | -$1,608 | 减仓 |
| FDS | FACTSET RESH SYS INC | $1.04万 | 0.00% | 48 | -350 | -87.9% | -$7.59万 | 减仓 |
| HUN | HUNTSMAN CORP | $1.04万 | 0.00% | 784 | 42 | 5.7% | $559 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1.05万 | 0.00% | 503 | 503 | — | $1.05万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $1.06万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $1.07万 | 0.00% | 124 | 123 | 12,300.0% | $1.06万 | 重新持有 |
| FDVV | FIDELITY COVINGTON TRUST | $1.07万 | 0.00% | 194 | 194 | — | $1.07万 | 新建仓 |
| PPLI | IAC INC | $1.08万 | 0.00% | 269 | 236 | 715.2% | $9,448 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1.08万 | 0.00% | 110 | 58 | 111.5% | $5,709 | 加仓 |
| NEU | NEWMARKET CORP | $1.09万 | 0.00% | 17 | -3 | -15.0% | -$1,923 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1.09万 | 0.00% | 208 | -4 | -1.9% | -$210 | 减仓 |