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 |
|---|---|---|---|---|---|---|---|---|
| ACIW | ACI WORLDWIDE INC | $1.04万 | 0.00% | 206 | 64 | 45.1% | $3,219 | 加仓 |
| BG | BUNGE GLOBAL SA | $1.05万 | 0.00% | 98 | 1 | 1.0% | $107 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $1.05万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| IOSP | INNOSPEC INC | $1.05万 | 0.00% | 129 | 73 | 130.4% | $5,942 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.05万 | 0.00% | 59 | 6 | 11.3% | $1,072 | 加仓 |
| CELC | CELCUITY INC | $1.06万 | 0.00% | 101 | -14 | -12.2% | -$1,465 | 减仓 |
| HOPE | HOPE BANCORP INC | $1.06万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $1.06万 | 0.00% | 130 | 9 | 7.4% | $733 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $1.06万 | 0.00% | 179 | 104 | 138.7% | $6,174 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1.07万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1.07万 | 0.00% | 167 | 103 | 160.9% | $6,608 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1.07万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $1.07万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1.08万 | 0.00% | 240 | -49 | -17.0% | -$2,198 | 减仓 |
| B | BARRICK MNG CORP | $1.08万 | 0.00% | 294 | -153 | -34.2% | -$5,620 | 减仓 |
| KR | KROGER CO | $1.09万 | 0.00% | 197 | 29 | 17.3% | $1,610 | 加仓 |
| SKM | SK TELECOM CO LTD | $1.10万 | 0.00% | 341 | -1 | -0.3% | -$32 | 减仓 |
| CVSA | COVISTA INC | $1.11万 | 0.00% | 89 | 2 | 2.3% | $249 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.11万 | 0.00% | 38 | 26 | 216.7% | $7,623 | 加仓 |
| LNN | LINDSAY CORP | $1.11万 | 0.00% | 90 | 79 | 718.2% | $9,780 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.12万 | 0.00% | 46 | 3 | 7.0% | $728 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $1.12万 | 0.00% | 1,892 | 1,507 | 391.4% | $8,907 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $1.13万 | 0.00% | 746 | -188 | -20.1% | -$2,844 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $1.13万 | 0.00% | 220 | 77 | 53.8% | $3,960 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $1.14万 | 0.00% | 306 | 294 | 2,450.0% | $1.09万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1.14万 | 0.00% | 135 | 135 | — | $1.14万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $1.14万 | 0.00% | 1,318 | 1,122 | 572.4% | $9,706 | 加仓 |
| GHC | GRAHAM HLDGS CO | $1.14万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $1.15万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC | $1.15万 | 0.00% | 412 | -14 | -3.3% | -$392 | 减仓 |
| FROG | JFROG LTD | $1.15万 | 0.00% | 127 | -7 | -5.2% | -$636 | 减仓 |
| PD | PAGERDUTY INC | $1.15万 | 0.00% | 1,196 | 951 | 388.2% | $9,178 | 加仓 |
| HLN | HALEON PLC | $1.16万 | 0.00% | 1,239 | 655 | 112.2% | $6,111 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $1.16万 | 0.00% | 1,037 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $1.16万 | 0.00% | 517 | -61 | -10.6% | -$1,367 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1.16万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $1.17万 | 0.00% | 56 | -25 | -30.9% | -$5,234 | 减仓 |
| MFC | MANULIFE FINL CORP | $1.17万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $1.18万 | 0.00% | 193 | 27 | 16.3% | $1,650 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $1.18万 | 0.00% | 255 | -2 | -0.8% | -$93 | 减仓 |
| QNST | QUINSTREET INC | $1.18万 | 0.00% | 805 | 362 | 81.7% | $5,304 | 加仓 |
| MTH | MERITAGE HOMES CORP | $1.18万 | 0.00% | 141 | 140 | 14,000.0% | $1.17万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $1.18万 | 0.00% | 150 | 45 | 42.9% | $3,553 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.19万 | 0.00% | 32 | -13 | -28.9% | -$4,818 | 减仓 |
| WRLD | WORLD ACCEP CORPORATION | $1.19万 | 0.00% | 53 | 22 | 71.0% | $4,924 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.19万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.19万 | 0.00% | 166 | 4 | 2.5% | $287 | 加仓 |
| RKT | ROCKET COS INC | $1.19万 | 0.00% | 758 | 630 | 492.2% | $9,923 | 加仓 |
| ADNT | ADIENT PLC | $1.20万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| PLOW | DOUGLAS DYNAMICS INC | $1.20万 | 0.00% | 223 | -4 | -1.8% | -$216 | 减仓 |
| GRAL | GRAIL INC | $1.21万 | 0.00% | 177 | 10 | 6.0% | $683 | 加仓 |
| HCI | HCI GROUP INC | $1.21万 | 0.00% | 69 | 20 | 40.8% | $3,505 | 加仓 |
| MYGN | MYRIAD GENETICS INC | $1.21万 | 0.00% | 2,126 | 1,019 | 92.1% | $5,819 | 加仓 |
| DBX | DROPBOX INC | $1.22万 | 0.00% | 443 | -88 | -16.6% | -$2,418 | 减仓 |
| NI | NISOURCE INC | $1.22万 | 0.00% | 256 | 161 | 169.5% | $7,656 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $1.22万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| AIP | ARTERIS INC | $1.22万 | 0.00% | 252 | 79 | 45.7% | $3,839 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $1.23万 | 0.00% | 710 | 461 | 185.1% | $7,980 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1.24万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $1.24万 | 0.00% | 118 | 61 | 107.0% | $6,403 | 加仓 |
| — | TOPBUILD COR | $1.24万 | 0.00% | 35 | -10 | -22.2% | -$3,545 | 减仓 |
| NVCR | NOVOCURE LTD | $1.24万 | 0.00% | 821 | -315 | -27.7% | -$4,773 | 减仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $1.25万 | 0.00% | 523 | -23 | -4.2% | -$549 | 减仓 |
| PACS | PACS GROUP INC | $1.25万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1.26万 | 0.00% | 638 | 435 | 214.3% | $8,561 | 加仓 |
| EMA | EMERA INC | $1.26万 | 0.00% | 237 | 70 | 41.9% | $3,711 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1.26万 | 0.00% | 130 | -146 | -52.9% | -$1.42万 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $1.26万 | 0.00% | 193 | 46 | 31.3% | $3,010 | 加仓 |
| UEC | URANIUM ENERGY CORP | $1.27万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $1.27万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $1.27万 | 0.00% | 227 | 208 | 1,094.7% | $1.17万 | 加仓 |
| ENTG | ENTEGRIS INC | $1.28万 | 0.00% | 71 | -14 | -16.5% | -$2,518 | 减仓 |
| WY | WEYERHAEUSER CO | $1.28万 | 0.00% | 535 | 398 | 290.5% | $9,526 | 加仓 |
| ROL | ROLLINS INC | $1.29万 | 0.00% | 308 | 36 | 13.2% | $1,503 | 加仓 |
| IDA | IDACORP INC | $1.29万 | 0.00% | 85 | 81 | 2,025.0% | $1.23万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.29万 | 0.00% | 31 | -11 | -26.2% | -$4,568 | 减仓 |
| GDX | VANECK ETF TRUST | $1.30万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1.30万 | 0.00% | 33 | 5 | 17.9% | $1,972 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $1.30万 | 0.00% | 369 | 206 | 126.4% | $7,283 | 加仓 |
| KVUE | KENVUE INC | $1.31万 | 0.00% | 683 | 404 | 144.8% | $7,721 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.31万 | 0.00% | 610 | 401 | 191.9% | $8,581 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $1.31万 | 0.00% | 172 | 129 | 300.0% | $9,842 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.31万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $1.32万 | 0.00% | 45 | 28 | 164.7% | $8,199 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1.33万 | 0.00% | 1,169 | 188 | 19.2% | $2,138 | 加仓 |
| WF | WOORI FINL GROUP INC | $1.33万 | 0.00% | 232 | 107 | 85.6% | $6,142 | 加仓 |
| MUR | MURPHY OIL CORP | $1.33万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $1.34万 | 0.00% | 519 | -63 | -10.8% | -$1,627 | 减仓 |
| CSL | CARLISLE COS INC | $1.34万 | 0.00% | 37 | 22 | 146.7% | $7,981 | 加仓 |
| ALLE | ALLEGION PLC | $1.35万 | 0.00% | 96 | -191 | -66.6% | -$2.68万 | 减仓 |
| HSY | HERSHEY CO | $1.35万 | 0.00% | 77 | -14 | -15.4% | -$2,456 | 减仓 |
| MELI | MERCADOLIBRE INC | $1.36万 | 0.00% | 8 | -2 | -20.0% | -$3,395 | 减仓 |
| KURA | KURA ONCOLOGY INC | $1.36万 | 0.00% | 1,242 | 375 | 43.3% | $4,114 | 加仓 |
| QDEL | QUIDELORTHO CORP | $1.36万 | 0.00% | 778 | 778 | — | $1.36万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1.37万 | 0.00% | 34 | 4 | 13.3% | $1,607 | 加仓 |
| CTVA | CORTEVA INC | $1.38万 | 0.00% | 163 | 40 | 32.5% | $3,388 | 加仓 |
| COR | CENCORA INC | $1.39万 | 0.00% | 49 | 29 | 145.0% | $8,207 | 加仓 |
| CRI | CARTERS INC | $1.39万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $1.39万 | 0.00% | 220 | 111 | 101.8% | $7,021 | 加仓 |
| AVT | AVNET INC | $1.39万 | 0.00% | 157 | 67 | 74.4% | $5,951 | 加仓 |