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 |
|---|---|---|---|---|---|---|---|---|
| RF | REGIONS FINANCIAL CORP NEW | $1.43万 | 0.00% | 547 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $1.44万 | 0.00% | 143 | 30 | 26.5% | $3,023 | 加仓 |
| HDB | HDFC BANK LTD | $1.45万 | 0.00% | 582 | 72 | 14.1% | $1,791 | 加仓 |
| ROL | ROLLINS INC | $1.45万 | 0.00% | 272 | 10 | 3.8% | $534 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $1.45万 | 0.00% | 1,151 | 1 | 0.1% | $13 | 加仓 |
| RACE | FERRARI N V | $1.46万 | 0.00% | 43 | -19 | -30.6% | -$6,431 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.46万 | 0.00% | 530 | 187 | 54.5% | $5,135 | 加仓 |
| BRKR | BRUKER CORP | $1.46万 | 0.00% | 403 | 403 | — | $1.46万 | 新建仓 |
| PKX | POSCO HOLDINGS INC | $1.46万 | 0.00% | 249 | 59 | 31.1% | $3,451 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $1.46万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $1.46万 | 0.00% | 532 | 329 | 162.1% | $9,015 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1.47万 | 0.00% | 100 | 100 | — | $1.47万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $1.47万 | 0.00% | 45 | 17 | 60.7% | $5,561 | 加仓 |
| SAIA | SAIA INC | $1.48万 | 0.00% | 42 | 3 | 7.7% | $1,054 | 加仓 |
| EMN | EASTMAN CHEM CO | $1.49万 | 0.00% | 195 | 12 | 6.6% | $916 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $1.50万 | 0.00% | 125 | -746 | -85.6% | -$8.92万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $1.50万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $1.50万 | 0.00% | 142 | 40 | 39.2% | $4,229 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $1.50万 | 0.00% | 546 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $1.51万 | 0.00% | 44 | 38 | 633.3% | $1.30万 | 加仓 |
| FNV | FRANCO NEV CORP | $1.51万 | 0.00% | 61 | 35 | 134.6% | $8,647 | 加仓 |
| SONO | SONOS INC | $1.51万 | 0.00% | 1,130 | 18 | 1.6% | $241 | 加仓 |
| PINS | PINTEREST INC | $1.53万 | 0.00% | 832 | -2,177 | -72.3% | -$3.99万 | 减仓 |
| F | FORD MTR CO | $1.53万 | 0.00% | 1,327 | 684 | 106.4% | $7,894 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1.54万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1.54万 | 0.00% | 63 | 1 | 1.6% | $244 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $1.54万 | 0.00% | 708 | -75 | -9.6% | -$1,631 | 减仓 |
| LOGI | LOGITECH INTL S A | $1.54万 | 0.00% | 169 | 89 | 111.2% | $8,110 | 加仓 |
| CVLT | COMMVAULT SYS INC | $1.55万 | 0.00% | 199 | -87 | -30.4% | -$6,777 | 重新持有 |
| MGA | MAGNA INTL INC | $1.55万 | 0.00% | 278 | 157 | 129.8% | $8,763 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $1.55万 | 0.00% | 228 | -1 | -0.4% | -$68 | 减仓 |
| NUE | NUCOR CORP | $1.56万 | 0.00% | 92 | 7 | 8.2% | $1,184 | 加仓 |
| FOR | FORESTAR GROUP INC | $1.57万 | 0.00% | 641 | -2 | -0.3% | -$49 | 减仓 |
| OGE | OGE ENERGY CORP | $1.57万 | 0.00% | 327 | 229 | 233.7% | $1.10万 | 加仓 |
| AFL | AFLAC INC | $1.58万 | 0.00% | 144 | -80 | -35.7% | -$8,758 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1.58万 | 0.00% | 115 | 12 | 11.7% | $1,646 | 加仓 |
| GDX | VANECK ETF TRUST | $1.58万 | 0.00% | 172 | 172 | — | $1.58万 | 新建仓 |
| — | TOPBUILD COR | $1.58万 | 0.00% | 45 | -12 | -21.1% | -$4,216 | 减仓 |
| HEI/A | HEICO CORP NEW | $1.58万 | 0.00% | 75 | 56 | 294.7% | $1.18万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1.59万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.60万 | 0.00% | 176 | -47 | -21.1% | -$4,276 | 减仓 |
| URI | UNITED RENTALS INC | $1.60万 | 0.00% | 22 | 3 | 15.8% | $2,186 | 加仓 |
| CR | CRANE COMPANY | $1.61万 | 0.00% | 94 | 28 | 42.4% | $4,788 | 加仓 |
| UEC | URANIUM ENERGY CORP | $1.61万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HLDGS INC | $1.61万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $1.61万 | 0.00% | 208 | -279 | -57.3% | -$2.16万 | 减仓 |
| WDAY | WORKDAY INC | $1.61万 | 0.00% | 124 | 73 | 143.1% | $9,485 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.61万 | 0.00% | 123 | 70 | 132.1% | $9,171 | 加仓 |
| MET | METLIFE INC | $1.61万 | 0.00% | 228 | -222 | -49.3% | -$1.57万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $1.62万 | 0.00% | 172 | -96 | -35.8% | -$9,021 | 减仓 |
| SHC | SOTERA HEALTH CO | $1.63万 | 0.00% | 1,135 | -695 | -38.0% | -$9,966 | 减仓 |
| MUSA | MURPHY USA INC | $1.63万 | 0.00% | 33 | -14 | -29.8% | -$6,916 | 减仓 |
| MORN | MORNINGSTAR INC | $1.64万 | 0.00% | 97 | -75 | -43.6% | -$1.27万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.64万 | 0.00% | 443 | 443 | — | $1.64万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $1.64万 | 0.00% | 79 | -16 | -16.8% | -$3,330 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1.65万 | 0.00% | 183 | 77 | 72.6% | $6,941 | 加仓 |
| BUSE | FIRST BUSEY CORP | $1.66万 | 0.00% | 657 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $1.67万 | 0.00% | 784 | 739 | 1,642.2% | $1.58万 | 重新持有 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.67万 | 0.00% | 429 | 195 | 83.3% | $7,600 | 加仓 |
| FTS | FORTIS INC | $1.67万 | 0.00% | 300 | 160 | 114.3% | $8,926 | 加仓 |
| — | THOMSON REUTERS CORP | $1.67万 | 0.00% | 186 | 145 | 353.7% | $1.30万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $1.69万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $1.69万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.69万 | 0.00% | 174 | 137 | 370.3% | $1.33万 | 加仓 |
| SBUX | STARBUCKS CORP | $1.70万 | 0.00% | 190 | 125 | 192.3% | $1.12万 | 加仓 |
| DVA | DAVITA INC | $1.71万 | 0.00% | 111 | -12 | -9.8% | -$1,844 | 减仓 |
| AEG | AEGON LTD | $1.71万 | 0.00% | 2,353 | 529 | 29.0% | $3,841 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1.71万 | 0.00% | 1,153 | 14 | 1.2% | $208 | 加仓 |
| ARTY | ISHARES TR | $1.71万 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC | $1.71万 | 0.00% | 2,133 | 1,075 | 101.6% | $8,632 | 加仓 |
| TDC | TERADATA CORP DEL | $1.71万 | 0.00% | 669 | 90 | 15.5% | $2,307 | 加仓 |
| GEF | GREIF INC | $1.72万 | 0.00% | 256 | -29 | -10.2% | -$1,945 | 减仓 |
| BE | BLOOM ENERGY CORP | $1.72万 | 0.00% | 127 | 12 | 10.4% | $1,626 | 加仓 |
| MELI | MERCADOLIBRE INC | $1.73万 | 0.00% | 10 | 8 | 400.0% | $1.38万 | 加仓 |
| AWR | AMER STATES WTR CO | $1.73万 | 0.00% | 229 | -42 | -15.5% | -$3,176 | 减仓 |
| TECH | BIO-TECHNE CORP | $1.74万 | 0.00% | 332 | -89 | -21.1% | -$4,651 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $1.74万 | 0.00% | 288 | -83 | -22.4% | -$5,004 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1.74万 | 0.00% | 2,894 | 2,845 | 5,806.1% | $1.71万 | 加仓 |
| POOL | POOL CORP | $1.74万 | 0.00% | 86 | 66 | 330.0% | $1.34万 | 加仓 |
| FFIV | F5 INC | $1.76万 | 0.00% | 61 | 51 | 510.0% | $1.48万 | 加仓 |
| XYL | XYLEM INC | $1.77万 | 0.00% | 148 | 5 | 3.5% | $598 | 加仓 |
| ACT | ENACT HLDGS INC | $1.78万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.78万 | 0.00% | 539 | 539 | — | $1.78万 | 新建仓 |
| ERAS | ERASCA INC | $1.81万 | 0.01% | 1,116 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $1.81万 | 0.01% | 113 | 79 | 232.4% | $1.27万 | 加仓 |
| DINO | HF SINCLAIR CORP | $1.82万 | 0.01% | 291 | -20 | -6.4% | -$1,248 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $1.82万 | 0.01% | 187 | 92 | 96.8% | $8,967 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.82万 | 0.01% | 42 | 31 | 281.8% | $1.35万 | 加仓 |
| LPG | DORIAN LPG LTD | $1.82万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $1.82万 | 0.01% | 447 | 8 | 1.8% | $326 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1.82万 | 0.01% | 334 | 103 | 44.6% | $5,627 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $1.83万 | 0.01% | 1,928 | 1,104 | 134.0% | $1.05万 | 加仓 |
| ACM | AECOM | $1.83万 | 0.01% | 216 | 186 | 620.0% | $1.58万 | 加仓 |
| IX | ORIX CORP | $1.83万 | 0.01% | 611 | 95 | 18.4% | $2,849 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $1.83万 | 0.01% | 843 | -208 | -19.8% | -$4,526 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1.84万 | 0.01% | 300 | 300 | — | $1.84万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $1.84万 | 0.01% | 327 | -13 | -3.8% | -$733 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $1.85万 | 0.01% | 701 | 189 | 36.9% | $4,982 | 加仓 |
| TTD | THE TRADE DESK INC | $1.85万 | 0.01% | 815 | 719 | 749.0% | $1.63万 | 加仓 |
| CHE | CHEMED CORP NEW | $1.85万 | 0.01% | 49 | 25 | 104.2% | $9,444 | 加仓 |