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 |
|---|---|---|---|---|---|---|---|---|
| FLYW | FLYWIRE CORPORATION | $8,118 | 0.00% | 462 | -24 | -4.9% | -$422 | 减仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $8,122 | 0.00% | 1,327 | 602 | 83.0% | $3,685 | 加仓 |
| EWW | ISHARES INC | $8,130 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC | $8,132 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $8,137 | 0.00% | 541 | 3 | 0.6% | $45 | 加仓 |
| UPBD | UPBOUND GROUP INC | $8,149 | 0.00% | 384 | 146 | 61.3% | $3,098 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $8,150 | 0.00% | 227 | -2 | -0.9% | -$72 | 减仓 |
| HSIC | SCHEIN HENRY INC | $8,185 | 0.00% | 98 | 77 | 366.7% | $6,431 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $8,195 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $8,196 | 0.00% | 55 | -111 | -66.9% | -$1.65万 | 减仓 |
| — | OPEN LENDING CORP | $8,230 | 0.00% | 2,646 | -442 | -14.3% | -$1,375 | 减仓 |
| RVTY | REVVITY INC | $8,234 | 0.00% | 74 | 33 | 80.5% | $3,672 | 加仓 |
| VST | VISTRA CORP | $8,249 | 0.00% | 52 | 16 | 44.4% | $2,538 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $8,264 | 0.00% | 186 | 15 | 8.8% | $666 | 加仓 |
| SLB | SLB LIMITED | $8,276 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $8,291 | 0.00% | 1,035 | -15 | -1.4% | -$120 | 减仓 |
| PHR | PHREESIA INC | $8,294 | 0.00% | 806 | 604 | 299.0% | $6,215 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $8,307 | 0.00% | 100 | -418 | -80.7% | -$3.47万 | 减仓 |
| AMN | AMN HEALTHCARE SVCS INC | $8,320 | 0.00% | 257 | 127 | 97.7% | $4,111 | 加仓 |
| FIVN | FIVE9 INC | $8,337 | 0.00% | 391 | 113 | 40.6% | $2,409 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $8,344 | 0.00% | 73 | 6 | 9.0% | $686 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $8,355 | 0.00% | 110 | 79 | 254.8% | $6,000 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $8,369 | 0.00% | 22 | 5 | 29.4% | $1,902 | 加仓 |
| NTR | NUTRIEN LTD | $8,373 | 0.00% | 133 | 20 | 17.7% | $1,259 | 加仓 |
| KWR | QUAKER HOUGHTON | $8,421 | 0.00% | 53 | -1 | -1.9% | -$159 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $8,478 | 0.00% | 417 | 31 | 8.0% | $630 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $8,489 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $8,507 | 0.00% | 17 | -2 | -10.5% | -$1,001 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $8,530 | 0.00% | 98 | -86 | -46.7% | -$7,486 | 减仓 |
| BRBR | BELLRING BRANDS INC | $8,567 | 0.00% | 662 | 76 | 13.0% | $984 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $8,571 | 0.00% | 77 | 32 | 71.1% | $3,562 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $8,640 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC | $8,652 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| SANA | SANA BIOTECHNOLOGY INC | $8,691 | 0.00% | 2,490 | 0 | 0.0% | — | 不变 |
| RLJ | RLJ LODGING TR | $8,698 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $8,774 | 0.00% | 318 | 155 | 95.1% | $4,277 | 加仓 |
| CACI | CACI INTL INC | $8,802 | 0.00% | 19 | -49 | -72.1% | -$2.27万 | 减仓 |
| AGG | ISHARES TR | $8,810 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $8,830 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $8,845 | 0.00% | 266 | -47 | -15.0% | -$1,563 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $8,863 | 0.00% | 1,119 | 108 | 10.7% | $855 | 加仓 |
| TRP | TC ENERGY CORP | $8,883 | 0.00% | 134 | -9 | -6.3% | -$597 | 减仓 |
| ACMR | ACM RESH INC | $8,883 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $8,915 | 0.00% | 1,553 | 330 | 27.0% | $1,894 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $8,934 | 0.00% | 493 | 493 | — | $8,934 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $8,937 | 0.00% | 553 | -10 | -1.8% | -$162 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $8,942 | 0.00% | 36 | -58 | -61.7% | -$1.44万 | 减仓 |
| DAN | DANA INC | $8,980 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP | $8,988 | 0.00% | 332 | -205 | -38.2% | -$5,550 | 减仓 |
| WASH | WASHINGTON TR BANCORP INC | $9,011 | 0.00% | 247 | 30 | 13.8% | $1,094 | 加仓 |
| CERS | CERUS CORP | $9,017 | 0.00% | 3,088 | 25 | 0.8% | $73 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $9,049 | 0.00% | 45 | 45 | — | $9,049 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $9,053 | 0.00% | 100 | -13 | -11.5% | -$1,177 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $9,071 | 0.00% | 283 | -277 | -49.5% | -$8,879 | 减仓 |
| ABM | ABM INDS INC | $9,202 | 0.00% | 208 | 136 | 188.9% | $6,017 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $9,212 | 0.00% | 157 | 8 | 5.4% | $469 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $9,244 | 0.00% | 254 | 222 | 693.8% | $8,079 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $9,256 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $9,278 | 0.00% | 10 | 1 | 11.1% | $928 | 加仓 |
| — | LIBERTY BROADBAND CORP | $9,280 | 0.00% | 279 | 58 | 26.2% | $1,929 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $9,280 | 0.00% | 415 | -62 | -13.0% | -$1,386 | 减仓 |
| EPAM | EPAM SYS INC | $9,284 | 0.00% | 117 | -74 | -38.7% | -$5,872 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $9,292 | 0.00% | 931 | 846 | 995.3% | $8,444 | 重新持有 |
| POWI | POWER INTEGRATIONS INC | $9,298 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $9,302 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ORN | ORION GROUP HLDGS INC | $9,319 | 0.00% | 554 | -14 | -2.5% | -$235 | 减仓 |
| ICFI | ICF INTL INC | $9,327 | 0.00% | 128 | 58 | 82.9% | $4,226 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $9,405 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC | $9,429 | 0.00% | 235 | 178 | 312.3% | $7,142 | 加仓 |
| TRU | TRANSUNION | $9,451 | 0.00% | 131 | -40 | -23.4% | -$2,886 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $9,460 | 0.00% | 946 | 946 | — | $9,460 | 新建仓 |
| ICUI | ICU MED INC | $9,529 | 0.00% | 65 | -30 | -31.6% | -$4,398 | 减仓 |
| FICO | FAIR ISAAC CORP | $9,559 | 0.00% | 8 | 4 | 100.0% | $4,780 | 加仓 |
| UUUU | ENERGY FUELS INC | $9,599 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $9,640 | 0.00% | 2,171 | 1,538 | 243.0% | $6,829 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $9,642 | 0.00% | 636 | 46 | 7.8% | $697 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $9,679 | 0.00% | 357 | 126 | 54.5% | $3,416 | 加仓 |
| VB | VANGUARD INDEX FDS | $9,700 | 0.00% | 32 | -850 | -96.4% | -$25.77万 | 减仓 |
| OKE | ONEOK INC NEW | $9,738 | 0.00% | 112 | 38 | 51.4% | $3,304 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $9,777 | 0.00% | 808 | 450 | 125.7% | $5,445 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $9,782 | 0.00% | 257 | 232 | 928.0% | $8,830 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $9,802 | 0.00% | 404 | 404 | — | $9,802 | 新建仓 |
| FBK | FB FINL CORP | $9,853 | 0.00% | 178 | -13 | -6.8% | -$720 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $9,867 | 0.00% | 519 | -1 | -0.2% | -$19 | 减仓 |
| SFIX | STITCH FIX INC | $9,869 | 0.00% | 2,401 | 1,987 | 480.0% | $8,167 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $9,892 | 0.00% | 512 | -18 | -3.4% | -$348 | 减仓 |
| KGC | KINROSS GOLD CORP | $9,897 | 0.00% | 419 | 22 | 5.5% | $520 | 加仓 |
| QTWO | Q2 HLDGS INC | $9,909 | 0.00% | 206 | 43 | 26.4% | $2,068 | 加仓 |
| NRG | NRG ENERGY INC | $9,933 | 0.00% | 68 | -3 | -4.2% | -$438 | 减仓 |
| M | MACYS INC | $9,939 | 0.00% | 422 | 124 | 41.6% | $2,920 | 加仓 |
| MSA | MSA SAFETY INC | $9,952 | 0.00% | 57 | 35 | 159.1% | $6,111 | 加仓 |
| AHRT | AH RLTY TR INC | $9,958 | 0.00% | 1,406 | 36 | 2.6% | $255 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.00万 | 0.00% | 130 | -4 | -3.0% | -$309 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $1.01万 | 0.00% | 2,390 | 29 | 1.2% | $122 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $1.01万 | 0.00% | 327 | 164 | 100.6% | $5,046 | 加仓 |
| MINT | PIMCO ETF TR | $1.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.01万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $1.01万 | 0.00% | 377 | -317 | -45.7% | -$8,499 | 减仓 |
| DE | DEERE & CO | $1.01万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $1.03万 | 0.00% | 230 | -104 | -31.1% | -$4,658 | 减仓 |