13F 机构持仓

True Wealth Design, LLC

AKRON OH · SEC CIK 0001966033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 15.8%
BOXX 13.5%
DFIC 10.1%
DIMENSIONAL ET 7.8%
DFEV 7.0%
SIMPLIFY EXCHA 4.5%
DIHP 4.0%
AVUV 3.2%
MTBA 2.6%
SIMPLIFY EXCHA 1.6%

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
SMP STANDARD MTR PRODS INC $00.00%0 -18-100.0% -$626 清仓
DIOD DIODES INC $00.00%0 -9-100.0% -$615 清仓
TK TEEKAY CORPORATION LTD $00.00%0 -49-100.0% -$599 清仓
AORT ARTIVION INC $00.00%0 -16-100.0% -$586 清仓
MAMA MAMAS CREATIONS INC $00.00%0 -38-100.0% -$583 清仓
FTDR FRONTDOOR INC $00.00%0 -11-100.0% -$582 清仓
UWMC UWM HOLDINGS CORPORATION $00.00%0 -160-100.0% -$580 清仓
MH MCGRAW HILL INC $00.00%0 -42-100.0% -$576 清仓
RYAN RYAN SPECIALTY HOLDINGS INC $00.00%0 -17-100.0% -$574 清仓
— CROSS CTRY HEALTHCARE INC $00.00%0 -61-100.0% -$574 清仓
BLSH BULLISH $00.00%0 -16-100.0% -$572 清仓
ADUS ADDUS HOMECARE CORP $00.00%0 -6-100.0% -$562 清仓
BANF BANCFIRST CORP $00.00%0 -5-100.0% -$543 清仓
PRME PRIME MEDICINE INC $00.00%0 -152-100.0% -$529 清仓
— WM TECHNOLOGY INC $00.00%0 -788-100.0% -$519 清仓
NTST NETSTREIT CORP $00.00%0 -27-100.0% -$509 清仓
UNF UNIFIRST CORP MASS $00.00%0 -2-100.0% -$504 清仓
SSTK SHUTTERSTOCK INC $00.00%0 -30-100.0% -$499 清仓
ORC ORCHID IS CAP INC $00.00%0 -70-100.0% -$493 清仓
— CALAVO GROWERS INC $00.00%0 -19-100.0% -$491 清仓
PRK PARK NATL CORP $00.00%0 -3-100.0% -$491 清仓
DJCO DAILY JOURNAL CORP $00.00%0 -1-100.0% -$483 清仓
AAP ADVANCE AUTO PARTS INC $00.00%0 -9-100.0% -$475 清仓
ALX ALEXANDERS INC $00.00%0 -2-100.0% -$473 清仓
— EUROPEAN WAX CTR INC $00.00%0 -76-100.0% -$440 清仓
— WHITESTONE REIT $00.00%0 -26-100.0% -$420 清仓
KBH KB HOME $00.00%0 -8-100.0% -$414 清仓
— NATHANS FAMOUS INC $00.00%0 -4-100.0% -$403 清仓
IMNM IMMUNOME INC $00.00%0 -18-100.0% -$394 清仓
NWPX NWPX INFRASTRUCTURE INC $00.00%0 -5-100.0% -$390 清仓
GNL GLOBAL NET LEASE INC $00.00%0 -41-100.0% -$384 清仓
— NET LEASE OFFICE PROPERTIES $00.00%0 -33-100.0% -$381 清仓
CRK COMSTOCK RES INC $00.00%0 -18-100.0% -$380 清仓
UVE UNIVERSAL INS HLDGS INC $00.00%0 -11-100.0% -$376 清仓
— SLEEP NUMBER CORP $00.00%0 -207-100.0% -$372 清仓
DNOW DNOW INC $00.00%0 -31-100.0% -$370 清仓
TRUP TRUPANION INC $00.00%0 -14-100.0% -$359 清仓
YEXT YEXT INC $00.00%0 -93-100.0% -$358 清仓
CHEF CHEFS WHSE INC $00.00%0 -6-100.0% -$357 清仓
— CANTALOUPE INC $00.00%0 -33-100.0% -$357 清仓
— FIRST FNDTN INC $00.00%0 -60-100.0% -$354 清仓
CIM CHIMERA INVT CORP $00.00%0 -28-100.0% -$352 清仓
DAKT DAKTRONICS INC $00.00%0 -18-100.0% -$352 清仓
UA UNDER ARMOUR INC $00.00%0 -57-100.0% -$331 清仓
AVO MISSION PRODUCE INC $00.00%0 -24-100.0% -$331 清仓
BH BIGLARI HLDGS INC $00.00%0 -1-100.0% -$330 清仓
BRC BRADY CORP $00.00%0 -4-100.0% -$325 清仓
ONT MONTROSE ENVIRONMENTAL GROUP $00.00%0 -14-100.0% -$307 清仓
PSTL POSTAL REALTY TRUST INC $00.00%0 -16-100.0% -$297 清仓
CENT CENTRAL GARDEN & PET CO $00.00%0 -8-100.0% -$295 清仓
NTLA INTELLIA THERAPEUTICS INC $00.00%0 -23-100.0% -$295 清仓
CAR AVIS BUDGET GROUP INC $00.00%0 -2-100.0% -$292 清仓
MPB MID PENN BANCORP INC $00.00%0 -9-100.0% -$290 清仓
HIFS HINGHAM INSTN SVGS MASS $00.00%0 -1-100.0% -$286 清仓
PAR PAR TECHNOLOGY CORP $00.00%0 -21-100.0% -$280 清仓
— CLEARWAY ENERGY INC $00.00%0 -7-100.0% -$275 清仓
PNTG PENNANT GROUP INC $00.00%0 -9-100.0% -$275 清仓
GPGI GPGI INC $00.00%0 -16-100.0% -$274 清仓
— PROASSURANCE CORP $00.00%0 -11-100.0% -$272 清仓
EU ENCORE ENERGY CORP $00.00%0 -149-100.0% -$269 清仓
INBX INHIBRX BIOSCIENCES INC $00.00%0 -4-100.0% -$269 清仓
MRX MAREX GROUP PLC $00.00%0 -6-100.0% -$268 清仓
MAC MACERICH CO $00.00%0 -14-100.0% -$265 清仓
ATLC ATLANTICUS HOLDINGS CORP $00.00%0 -5-100.0% -$263 清仓
GLIBK GCI LIBERTY INC $00.00%0 -7-100.0% -$261 清仓
— LINKBANCORP INC $00.00%0 -30-100.0% -$251 清仓
LIF LIFE360 INC $00.00%0 -6-100.0% -$245 清仓
SLDP SOLID POWER INC $00.00%0 -81-100.0% -$243 清仓
LUNR INTUITIVE MACHINES INC $00.00%0 -13-100.0% -$242 清仓
AQST AQUESTIVE THERAPEUTICS INC $00.00%0 -58-100.0% -$241 清仓
VECO VEECO INSTRS INC DEL $00.00%0 -7-100.0% -$238 清仓
LOVE LOVESAC COMPANY $00.00%0 -16-100.0% -$237 清仓
KE KIMBALL ELECTRONICS INC $00.00%0 -10-100.0% -$237 清仓
TCMD TACTILE SYS TECHNOLOGY INC $00.00%0 -9-100.0% -$236 清仓
MSGE MADISON SQUARE GARDEN ENTMT $00.00%0 -4-100.0% -$236 清仓
— OLAPLEX HLDGS INC $00.00%0 -114-100.0% -$232 清仓
EZPW EZCORP INC $00.00%0 -9-100.0% -$229 清仓
ATMU ATMUS FILTRATION TECHNOLOGIE $00.00%0 -4-100.0% -$228 清仓
BWMN BOWMAN CONSULTING GROUP LTD $00.00%0 -8-100.0% -$228 清仓
PPTA PERPETUA RESOURCES CORP $00.00%0 -8-100.0% -$225 清仓
FSTR FOSTER L B CO $00.00%0 -8-100.0% -$224 清仓
RDNT RADNET INC $00.00%0 -4-100.0% -$224 清仓
— HERON THERAPEUTICS INC $00.00%0 -271-100.0% -$217 清仓
TECX TECTONIC THERAPEUTIC INC $00.00%0 -7-100.0% -$217 清仓
CDZI CADIZ INC $00.00%0 -44-100.0% -$217 清仓
IVT INVENTRUST PPTYS CORP $00.00%0 -7-100.0% -$214 清仓
NWN NORTHWEST NAT HLDG CO $00.00%0 -4-100.0% -$213 清仓
HROW HARROW INC $00.00%0 -6-100.0% -$212 清仓
AEVA AEVA TECHNOLOGIES INC $00.00%0 -16-100.0% -$211 清仓
BLKB BLACKBAUD INC $00.00%0 -5-100.0% -$194 清仓
PONY PONY AI INC $00.00%0 -20-100.0% -$189 清仓
CLFD CLEARFIELD INC $00.00%0 -7-100.0% -$186 清仓
SCSC SCANSOURCE INC $00.00%0 -5-100.0% -$182 清仓
MBUU MALIBU BOATS INC $00.00%0 -7-100.0% -$182 清仓
BELFA BEL FUSE INC $00.00%0 -1-100.0% -$181 清仓
— CARNIVAL PLC $00.00%0 -7-100.0% -$181 清仓
FRMI FERMI INC $00.00%0 -28-100.0% -$164 清仓
MEC MAYVILLE ENGR CO INC $00.00%0 -9-100.0% -$162 清仓
NTGR NETGEAR INC $00.00%0 -7-100.0% -$153 清仓
— LIBERTY BROADBAND CORP $00.00%0 -3-100.0% -$151 清仓