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 |
|---|---|---|---|---|---|---|---|---|
| NOK | NOKIA CORP | $1.41万 | 0.00% | 1,060 | 209 | 24.6% | $2,776 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $1.41万 | 0.00% | 3,446 | 3,425 | 16,309.5% | $1.40万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.42万 | 0.00% | 576 | 99 | 20.8% | $2,436 | 加仓 |
| ENB | ENBRIDGE INC | $1.42万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.42万 | 0.00% | 367 | -472 | -56.3% | -$1.83万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.43万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $1.43万 | 0.00% | 45 | 4 | 9.8% | $1,273 | 加仓 |
| EUFN | ISHARES TR | $1.43万 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $1.44万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $1.45万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1.46万 | 0.00% | 431 | 37 | 9.4% | $1,254 | 加仓 |
| BULL | WEBULL CORP | $1.47万 | 0.00% | 2,247 | 1,148 | 104.5% | $7,485 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $1.47万 | 0.00% | 302 | 162 | 115.7% | $7,882 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1.47万 | 0.00% | 117 | -164 | -58.4% | -$2.07万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $1.48万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| HELE | HELEN OF TROY LTD | $1.48万 | 0.00% | 508 | 257 | 102.4% | $7,471 | 加仓 |
| NSP | INSPERITY INC | $1.50万 | 0.00% | 362 | 260 | 254.9% | $1.07万 | 加仓 |
| OKTA | OKTA INC | $1.50万 | 0.00% | 110 | -188 | -63.1% | -$2.57万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.51万 | 0.00% | 18 | -1 | -5.3% | -$839 | 减仓 |
| RPD | RAPID7 INC | $1.51万 | 0.00% | 1,866 | 1,746 | 1,455.0% | $1.41万 | 加仓 |
| XHB | SPDR SERIES TRUST | $1.51万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $1.52万 | 0.00% | 452 | 446 | 7,433.3% | $1.50万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $1.52万 | 0.00% | 234 | 4 | 1.7% | $259 | 加仓 |
| VC | VISTEON CORP | $1.52万 | 0.00% | 153 | 13 | 9.3% | $1,290 | 加仓 |
| AROC | ARCHROCK INC | $1.53万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $1.53万 | 0.00% | 292 | 200 | 217.4% | $1.05万 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $1.54万 | 0.00% | 1,012 | 963 | 1,965.3% | $1.46万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.55万 | 0.00% | 631 | -2,893 | -82.1% | -$7.10万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.55万 | 0.00% | 260 | 260 | — | $1.55万 | 新建仓 |
| EVTC | EVERTEC INC | $1.55万 | 0.00% | 559 | 464 | 488.4% | $1.29万 | 加仓 |
| PRGO | PERRIGO CO PLC | $1.56万 | 0.00% | 1,498 | 1,236 | 471.8% | $1.28万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.56万 | 0.00% | 40 | -75 | -65.2% | -$2.92万 | 减仓 |
| DX | DYNEX CAP INC | $1.56万 | 0.00% | 1,193 | 181 | 17.9% | $2,373 | 加仓 |
| FELE | FRANKLIN ELEC INC | $1.56万 | 0.00% | 146 | 5 | 3.5% | $536 | 加仓 |
| LEA | LEAR CORP | $1.57万 | 0.00% | 117 | 33 | 39.3% | $4,424 | 加仓 |
| VICI | VICI PPTYS INC | $1.57万 | 0.00% | 591 | -631 | -51.6% | -$1.68万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.57万 | 0.00% | 589 | 59 | 11.1% | $1,573 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1.57万 | 0.00% | 254 | 31 | 13.9% | $1,917 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.57万 | 0.00% | 286 | 286 | — | $1.57万 | 新建仓 |
| PPLI | PEOPLE INC | $1.57万 | 0.00% | 341 | 72 | 26.8% | $3,324 | 加仓 |
| AVY | AVERY DENNISON CORP | $1.57万 | 0.00% | 97 | -91 | -48.4% | -$1.48万 | 减仓 |
| AVNT | AVIENT CORPORATION | $1.59万 | 0.00% | 429 | 267 | 164.8% | $9,868 | 加仓 |
| URI | UNITED RENTALS INC | $1.59万 | 0.00% | 14 | -8 | -36.4% | -$9,063 | 减仓 |
| WK | WORKIVA INC | $1.59万 | 0.00% | 327 | 134 | 69.4% | $6,500 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1.59万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $1.59万 | 0.00% | 193 | 7 | 3.8% | $576 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.59万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $1.60万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $1.60万 | 0.00% | 507 | 465 | 1,107.1% | $1.47万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $1.61万 | 0.00% | 250 | -72 | -22.4% | -$4,628 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $1.61万 | 0.00% | 173 | -12 | -6.5% | -$1,120 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $1.62万 | 0.00% | 625 | -271 | -30.2% | -$7,008 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $1.62万 | 0.00% | 142 | -788 | -84.7% | -$9.00万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1.62万 | 0.00% | 288 | 166 | 136.1% | $9,358 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.62万 | 0.00% | 132 | -148 | -52.9% | -$1.82万 | 减仓 |
| RELX | RELX PLC | $1.62万 | 0.00% | 513 | 338 | 193.1% | $1.07万 | 加仓 |
| SONO | SONOS INC | $1.62万 | 0.00% | 1,201 | 71 | 6.3% | $961 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1.63万 | 0.00% | 1,206 | 53 | 4.6% | $717 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1.63万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $1.63万 | 0.00% | 105 | 34 | 47.9% | $5,289 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $1.64万 | 0.00% | 110 | -136 | -55.3% | -$2.02万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $1.64万 | 0.00% | 231 | 1 | 0.4% | $71 | 加仓 |
| GEF | GREIF INC | $1.65万 | 0.00% | 221 | -35 | -13.7% | -$2,607 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.65万 | 0.00% | 372 | 79 | 27.0% | $3,497 | 加仓 |
| ALB | ALBEMARLE CORP | $1.65万 | 0.00% | 122 | -10 | -7.6% | -$1,350 | 减仓 |
| NWL | NEWELL BRANDS INC | $1.66万 | 0.00% | 2,698 | -1,034 | -27.7% | -$6,349 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $1.66万 | 0.00% | 131 | 6 | 4.8% | $761 | 加仓 |
| PKX | POSCO HOLDINGS INC | $1.66万 | 0.00% | 324 | 75 | 30.1% | $3,854 | 加仓 |
| FTS | FORTIS INC | $1.67万 | 0.00% | 291 | -9 | -3.0% | -$515 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.67万 | 0.00% | 422 | 13 | 3.2% | $514 | 加仓 |
| EQNR | EQUINOR ASA | $1.67万 | 0.00% | 532 | 71 | 15.4% | $2,229 | 加仓 |
| SEIC | SEI INVTS CO | $1.68万 | 0.00% | 191 | -93 | -32.7% | -$8,157 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $1.68万 | 0.00% | 366 | 184 | 101.1% | $8,433 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.68万 | 0.00% | 53 | -20 | -27.4% | -$6,351 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1.68万 | 0.00% | 1,594 | 1,594 | — | $1.68万 | 新建仓 |
| ING | ING GROEP N.V. | $1.69万 | 0.00% | 537 | 23 | 4.5% | $722 | 加仓 |
| WDAY | WORKDAY INC | $1.69万 | 0.00% | 138 | 14 | 11.3% | $1,714 | 加仓 |
| WLK | WESTLAKE CORPORATION | $1.69万 | 0.00% | 232 | 205 | 759.3% | $1.50万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $1.69万 | 0.00% | 191 | 43 | 29.1% | $3,813 | 加仓 |
| HTH | HILLTOP HLDGS INC | $1.69万 | 0.00% | 437 | -12 | -2.7% | -$465 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.70万 | 0.00% | 236 | -197 | -45.5% | -$1.42万 | 减仓 |
| DHI | D R HORTON INC | $1.71万 | 0.00% | 105 | -92 | -46.7% | -$1.50万 | 减仓 |
| COMP | COMPASS INC | $1.71万 | 0.00% | 1,389 | 395 | 39.7% | $4,871 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $1.72万 | 0.00% | 27 | 26 | 2,600.0% | $1.66万 | 加仓 |
| SCHL | SCHOLASTIC CORP | $1.72万 | 0.00% | 374 | -10 | -2.6% | -$460 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1.72万 | 0.00% | 157 | 89 | 130.9% | $9,770 | 加仓 |
| HAFC | HANMI FINL CORP | $1.72万 | 0.00% | 532 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.73万 | 0.00% | 253 | 51 | 25.2% | $3,483 | 加仓 |
| EMN | EASTMAN CHEM CO | $1.73万 | 0.00% | 258 | 63 | 32.3% | $4,220 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $1.73万 | 0.00% | 1,467 | 1,281 | 688.7% | $1.51万 | 重新持有 |
| AFL | AFLAC INC | $1.73万 | 0.00% | 148 | 4 | 2.8% | $468 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1.73万 | 0.00% | 205 | -106 | -34.1% | -$8,966 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $1.74万 | 0.00% | 3,771 | 716 | 23.4% | $3,308 | 加仓 |
| MUSA | MURPHY USA INC | $1.78万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC | $1.78万 | 0.00% | 243 | 87 | 55.8% | $6,368 | 加仓 |
| SRE | SEMPRA | $1.78万 | 0.00% | 192 | 18 | 10.3% | $1,669 | 加仓 |
| MZTI | MARZETTI COMPANY | $1.78万 | 0.00% | 156 | 107 | 218.4% | $1.22万 | 加仓 |
| SEB | SEABOARD CORP DEL | $1.79万 | 0.00% | 4 | 4 | — | $1.79万 | 新建仓 |
| QLYS | QUALYS INC | $1.79万 | 0.00% | 130 | 92 | 242.1% | $1.26万 | 加仓 |
| HUM | HUMANA INC | $1.79万 | 0.00% | 45 | 11 | 32.4% | $4,369 | 加仓 |