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 |
|---|---|---|---|---|---|---|---|---|
| — | SYNCHRONOSS TECHNOLOGIES INC | $0 | 0.00% | 0 | -24 | -100.0% | -$206 | 清仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -25 | -100.0% | -$192 | 清仓 |
| BF/A | BROWN FORMAN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$184 | 清仓 |
| LGIH | LGI HOMES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$172 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$151 | 清仓 |
| TGLS | TECNOGLASS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$151 | 清仓 |
| CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$148 | 清仓 |
| — | MIDDLEFIELD BANC CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$139 | 清仓 |
| OMCL | OMNICELL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BANKFINANCIAL CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$132 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$129 | 清仓 |
| — | CITY OFFICE REIT INC | $0 | 0.00% | 0 | -17 | -100.0% | -$119 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ADVANCED FLOWER CAP INC | $0 | 0.00% | 0 | -41 | -100.0% | -$117 | 清仓 |
| CMTG | CLAROS MTG TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAL | CALERES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SOHO HOUSE & CO INC | $0 | 0.00% | 0 | -12 | -100.0% | -$108 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -28 | -100.0% | -$91 | 清仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $0 | 0.00% | 0 | -7 | -100.0% | -$82 | 清仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $0 | 0.00% | 0 | -7 | -100.0% | -$71 | 清仓 |
| BALY | BALLYS CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANGO | ANGIODYNAMICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | -20 | -100.0% | -$40 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | -2 | -100.0% | -$38 | 清仓 |
| — | CADELER A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | 1STDIBS COM INC | $0 | 0.00% | 0 | -6 | -100.0% | -$36 | 清仓 |
| JAKK | JAKKS PAC INC | $0 | 0.00% | 0 | -2 | -100.0% | -$34 | 清仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNE | GENIE ENERGY LTD | $0 | 0.00% | 0 | -2 | -100.0% | -$28 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELIX PHARMACEUTICAL LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$23 | 清仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $0 | 0.00% | 0 | -12 | -100.0% | -$22 | 清仓 |
| — | ADVANTAGE SOLUTIONS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$21 | 清仓 |
| — | LAKELAND INDS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$18 | 清仓 |
| — | NEONODE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TRUECAR INC | $0 | 0.00% | 0 | -5 | -100.0% | -$12 | 清仓 |
| — | TTEC HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CITIZENS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$10 | 清仓 |
| — | HF FOODS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $0 | 0.00% | 0 | -5 | -100.0% | -$9 | 清仓 |
| — | SOLO BRANDS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$7 | 清仓 |
| — | TRINSEO PLC | $0 | 0.00% | 0 | -11 | -100.0% | -$6 | 清仓 |
| — | COMMERCIAL VEH GROUP INC | $0 | 0.00% | 0 | -3 | -100.0% | -$5 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | M-TRON INDS INC | $0 | 0.00% | 17 | 17 | — | — | 新建仓 |
| — | GEN DIGITAL INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $4 | 0.00% | 2 | -47 | -95.9% | -$94 | 减仓 |
| — | TRISALUS LIFE SCIENCES INC | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LOGISTIC PROPERTIES OF THE A | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ZSPACE INC | $4 | 0.00% | 29 | 29 | — | $4 | 新建仓 |
| — | KORU MEDICAL SYSTEMS INC | $5 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $5 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SKILLSOFT CORP | $5 | 0.00% | 1 | 1 | — | $5 | 新建仓 |
| — | KULR TECHNOLOGY GROUP INC | $5 | 0.00% | 2 | 2 | — | $5 | 新建仓 |
| — | SOLESENCE INC | $5 | 0.00% | 5 | 5 | — | $5 | 新建仓 |
| — | GALECTIN THERAPEUTICS INC | $6 | 0.00% | 2 | -15 | -88.2% | -$45 | 减仓 |
| — | CLARUS CORP NEW | $6 | 0.00% | 2 | -2 | -50.0% | -$6 | 减仓 |
| — | PATRIOT NATL BANCORP INC | $6 | 0.00% | 4 | -2 | -33.3% | -$3 | 减仓 |
| — | GAIA INC NEW | $6 | 0.00% | 2 | 2 | — | $6 | 新建仓 |
| — | AIRSHIP AI HLDGS INC | $7 | 0.00% | 3 | -27 | -90.0% | -$63 | 减仓 |
| — | LUCID DIAGNOSTICS INC | $7 | 0.00% | 6 | 4 | 200.0% | $5 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| ASLE | AERSALE CORPORATION | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| — | GOSSAMER BIO INC | $8 | 0.00% | 23 | -379 | -94.3% | -$132 | 减仓 |
| — | SKYX PLATFORMS CORP | $8 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | SIEBERT FINL CORP | $8 | 0.00% | 4 | 4 | — | $8 | 新建仓 |
| — | CONSUMER PORTFOLIO SVCS INC | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| — | FOLD HLDGS INC | $8 | 0.00% | 6 | 6 | — | $8 | 新建仓 |
| — | XCF GLOBAL INC | $8 | 0.00% | 20 | 20 | — | $8 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC | $9 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $9 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | MOBILE INFRASTRUCTURE CORP | $9 | 0.00% | 4 | 3 | 300.0% | $7 | 加仓 |
| — | ALPHA TEKNOVA INC | $9 | 0.00% | 3 | 3 | — | $9 | 新建仓 |
| — | EVOLUTION PETE CORP | $10 | 0.00% | 2 | -1 | -33.3% | -$5 | 减仓 |
| ACTG | ACACIA RESH CORP | $10 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $10 | 0.00% | 2 | 2 | — | $10 | 新建仓 |
| — | WALDENCAST PLC | $10 | 0.00% | 10 | 5 | 100.0% | $5 | 重新持有 |
| — | SIGA TECHNOLOGIES INC | $11 | 0.00% | 2 | -29 | -93.5% | -$160 | 减仓 |
| — | KESTREL GROUP LTD | $11 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $11 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BNTC | BENITEC BIOPHARMA INC | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $12 | 0.00% | 1 | -20 | -95.2% | -$240 | 减仓 |
| — | US GOLDMINING INC | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO INC | $13 | 0.00% | 11 | 11 | — | $13 | 新建仓 |
| OPBK | OP BANCORP | $14 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $14 | 0.00% | 1 | 1 | — | $14 | 新建仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $14 | 0.00% | 1 | -4 | -80.0% | -$56 | 重新持有 |
| SI | SHOULDER INNOVATIONS INC | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KINS | KINGSTONE COS INC | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| — | AIRO GROUP HLDGS INC | $16 | 0.00% | 2 | 2 | — | $16 | 新建仓 |
| — | SR BANCORP INC | $17 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | WESTWOOD HLDGS GROUP INC | $17 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LIFEVANTAGE CORP | $18 | 0.00% | 4 | 4 | — | $18 | 新建仓 |
| — | CARLSMED INC | $19 | 0.00% | 2 | -2 | -50.0% | -$19 | 减仓 |
| — | NET POWER INC | $19 | 0.00% | 12 | -2 | -14.3% | -$3 | 减仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $19 | 0.00% | 2 | 1 | 100.0% | $10 | 加仓 |
| — | VERDE CLEAN FUELS INC | $19 | 0.00% | 11 | 8 | 266.7% | $14 | 重新持有 |