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 |
|---|---|---|---|---|---|---|---|---|
| INDB | INDEPENDENT BK CORP MASS | $1.10万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $1.11万 | 0.00% | 88 | -19 | -17.8% | -$2,393 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1.11万 | 0.00% | 100 | 100 | — | $1.11万 | 新建仓 |
| DAN | DANA INC | $1.11万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $1.11万 | 0.00% | 41 | -55 | -57.3% | -$1.49万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.11万 | 0.00% | 82 | 30 | 57.7% | $4,064 | 加仓 |
| — | LIBERTY BROADBAND CORP | $1.11万 | 0.00% | 221 | 65 | 41.7% | $3,270 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1.12万 | 0.00% | 78 | 13 | 20.0% | $1,862 | 加仓 |
| NKE | NIKE INC | $1.12万 | 0.00% | 212 | 58 | 37.7% | $3,067 | 加仓 |
| FLR | FLUOR CORP | $1.12万 | 0.00% | 241 | -110 | -31.3% | -$5,132 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $1.12万 | 0.00% | 315 | 240 | 320.0% | $8,568 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.14万 | 0.00% | 477 | -19 | -3.8% | -$455 | 减仓 |
| WEN | WENDYS CO | $1.14万 | 0.00% | 1,647 | -740 | -31.0% | -$5,143 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $1.15万 | 0.00% | 257 | 19 | 8.0% | $850 | 加仓 |
| WK | WORKIVA INC | $1.15万 | 0.00% | 193 | 71 | 58.2% | $4,234 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $1.17万 | 0.00% | 563 | 44 | 8.5% | $913 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $1.17万 | 0.00% | 1,037 | 485 | 87.9% | $5,466 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.17万 | 0.00% | 474 | 474 | — | $1.17万 | 新建仓 |
| TEX | TEREX CORP NEW | $1.18万 | 0.00% | 199 | 189 | 1,890.0% | $1.12万 | 加仓 |
| LIVN | LIVANOVA PLC | $1.18万 | 0.00% | 186 | 111 | 148.0% | $7,056 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1.18万 | 0.00% | 300 | 300 | — | $1.18万 | 新建仓 |
| TRU | TRANSUNION | $1.18万 | 0.00% | 171 | -196 | -53.4% | -$1.36万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.18万 | 0.00% | 131 | 87 | 197.7% | $7,867 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1.19万 | 0.00% | 981 | -273 | -21.8% | -$3,301 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1.19万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $1.19万 | 0.00% | 642 | -30 | -4.5% | -$558 | 减仓 |
| EFOR | ASGN INC | $1.20万 | 0.00% | 310 | 266 | 604.5% | $1.03万 | 加仓 |
| CRI | CARTERS INC | $1.21万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $1.21万 | 0.00% | 531 | -209 | -28.2% | -$4,749 | 减仓 |
| UUUU | ENERGY FUELS INC | $1.21万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1.21万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $1.21万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.22万 | 0.00% | 168 | -40 | -19.2% | -$2,895 | 减仓 |
| OIS | OIL STS INTL INC | $1.22万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $1.22万 | 0.00% | 223 | 95 | 74.2% | $5,207 | 加仓 |
| ICUI | ICU MED INC | $1.23万 | 0.00% | 95 | -11 | -10.4% | -$1,421 | 减仓 |
| DTE | DTE ENERGY CO | $1.23万 | 0.00% | 84 | 8 | 10.5% | $1,170 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1.23万 | 0.00% | 235 | 235 | — | $1.23万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $1.23万 | 0.00% | 97 | 48 | 98.0% | $6,106 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.23万 | 0.00% | 184 | 98 | 114.0% | $6,573 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.24万 | 0.00% | 293 | -28 | -8.7% | -$1,183 | 减仓 |
| NVCR | NOVOCURE LTD | $1.24万 | 0.00% | 1,136 | -381 | -25.1% | -$4,153 | 减仓 |
| D | DOMINION ENERGY INC | $1.25万 | 0.00% | 202 | -7 | -3.3% | -$433 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $1.25万 | 0.00% | 58 | -235 | -80.2% | -$5.07万 | 减仓 |
| HPQ | HP INC | $1.25万 | 0.00% | 652 | -1,769 | -73.1% | -$3.40万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $1.26万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $1.26万 | 0.00% | 276 | 130 | 89.0% | $5,954 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $1.27万 | 0.00% | 530 | 285 | 116.3% | $6,806 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.27万 | 0.00% | 101 | 11 | 12.2% | $1,380 | 加仓 |
| VC | VISTEON CORP | $1.28万 | 0.00% | 140 | -23 | -14.1% | -$2,096 | 减仓 |
| WTFC | WINTRUST FINL CORP | $1.28万 | 0.00% | 92 | 6 | 7.0% | $834 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1.28万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $1.28万 | 0.00% | 3,732 | 1,319 | 54.7% | $4,524 | 加仓 |
| SHOP | SHOPIFY INC | $1.28万 | 0.00% | 108 | 28 | 35.0% | $3,321 | 加仓 |
| EUFN | ISHARES TR | $1.28万 | 0.00% | 368 | 368 | — | $1.28万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1.28万 | 0.00% | 289 | 282 | 4,028.6% | $1.25万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $1.29万 | 0.00% | 148 | 147 | 14,700.0% | $1.28万 | 重新持有 |
| HIW | HIGHWOODS PPTYS INC | $1.29万 | 0.00% | 601 | 423 | 237.6% | $9,057 | 加仓 |
| — | AMICUS THERAPEUTIC | $1.29万 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC | $1.29万 | 0.00% | 1,012 | -55 | -5.2% | -$702 | 减仓 |
| MSM | MSC INDL DIRECT INC | $1.29万 | 0.00% | 140 | -46 | -24.7% | -$4,244 | 减仓 |
| XHB | SPDR SERIES TRUST | $1.29万 | 0.00% | 131 | 131 | — | $1.29万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $1.30万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $1.30万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $1.30万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $1.30万 | 0.00% | 270 | 31 | 13.0% | $1,494 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $1.30万 | 0.00% | 141 | -43 | -23.4% | -$3,979 | 减仓 |
| AROC | ARCHROCK INC | $1.30万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $1.31万 | 0.00% | 69 | 5 | 7.8% | $948 | 加仓 |
| CELC | CELCUITY INC | $1.31万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $1.32万 | 0.00% | 1,135 | -293 | -20.5% | -$3,399 | 减仓 |
| ADNT | ADIENT PLC | $1.32万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.33万 | 0.00% | 161 | 161 | — | $1.33万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $1.33万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.33万 | 0.00% | 63 | 41 | 186.4% | $8,664 | 加仓 |
| ING | ING GROEP N.V. | $1.34万 | 0.00% | 514 | 93 | 22.1% | $2,423 | 加仓 |
| KRC | KILROY REALTY CORP | $1.35万 | 0.00% | 477 | -432 | -47.5% | -$1.22万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $1.35万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.35万 | 0.00% | 177 | 139 | 365.8% | $1.06万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $1.36万 | 0.00% | 934 | -75 | -7.4% | -$1,090 | 减仓 |
| XYZ | BLOCK INC | $1.37万 | 0.00% | 227 | 163 | 254.7% | $9,809 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $1.37万 | 0.00% | 537 | 512 | 2,048.0% | $1.31万 | 加仓 |
| — | LEGGETT & PLATT INC | $1.38万 | 0.00% | 1,394 | 68 | 5.1% | $672 | 加仓 |
| FTRE | FORTREA HLDGS INC | $1.38万 | 0.00% | 1,464 | -15 | -1.0% | -$141 | 减仓 |
| VICR | VICOR CORP | $1.38万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $1.39万 | 0.00% | 308 | 158 | 105.3% | $7,115 | 加仓 |
| L | LOEWS CORP | $1.39万 | 0.00% | 130 | 10 | 8.3% | $1,067 | 加仓 |
| SSD | SIMPSON MFG INC | $1.39万 | 0.00% | 81 | -20 | -19.8% | -$3,433 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.39万 | 0.00% | 12 | 5 | 71.4% | $5,795 | 加仓 |
| FAST | FASTENAL CO | $1.39万 | 0.00% | 300 | 141 | 88.7% | $6,542 | 加仓 |
| KD | KYNDRYL HLDGS INC | $1.39万 | 0.00% | 1,061 | -323 | -23.3% | -$4,238 | 减仓 |
| ETR | ENTERGY CORP NEW | $1.39万 | 0.00% | 124 | 68 | 121.4% | $7,641 | 加仓 |
| CRML | CRITICAL METALS CORP | $1.40万 | 0.00% | 1,759 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $1.40万 | 0.00% | 511 | 118 | 30.0% | $3,228 | 加仓 |
| HAFC | HANMI FINL CORP | $1.40万 | 0.00% | 532 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $1.40万 | 0.00% | 594 | 73 | 14.0% | $1,724 | 加仓 |
| TENB | TENABLE HLDGS INC | $1.41万 | 0.00% | 833 | 301 | 56.6% | $5,092 | 加仓 |
| DAVE | DAVE INC | $1.41万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $1.41万 | 0.00% | 3,055 | -1,704 | -35.8% | -$7,890 | 减仓 |
| ENB | ENBRIDGE INC | $1.42万 | 0.00% | 262 | -68 | -20.6% | -$3,682 | 减仓 |