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 |
|---|---|---|---|---|---|---|---|---|
| RMD | RESMED INC | $1.86万 | 0.01% | 83 | 39 | 88.6% | $8,755 | 加仓 |
| SNPS | SYNOPSYS INC | $1.86万 | 0.01% | 47 | 42 | 840.0% | $1.67万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1.87万 | 0.01% | 101 | 80 | 381.0% | $1.48万 | 加仓 |
| NTAP | NETAPP INC | $1.87万 | 0.01% | 183 | -474 | -72.1% | -$4.85万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $1.88万 | 0.01% | 322 | -56 | -14.8% | -$3,273 | 减仓 |
| KHC | KRAFT HEINZ CO | $1.88万 | 0.01% | 838 | 382 | 83.8% | $8,591 | 加仓 |
| HSY | HERSHEY CO | $1.89万 | 0.01% | 91 | -23 | -20.2% | -$4,781 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.90万 | 0.01% | 202 | 2 | 1.0% | $188 | 加仓 |
| PRI | PRIMERICA INC | $1.90万 | 0.01% | 76 | 29 | 61.7% | $7,264 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1.91万 | 0.01% | 259 | 214 | 475.6% | $1.58万 | 加仓 |
| ZTS | ZOETIS INC | $1.92万 | 0.01% | 162 | 79 | 95.2% | $9,339 | 加仓 |
| CLX | CLOROX CO DEL | $1.92万 | 0.01% | 185 | 178 | 2,542.9% | $1.84万 | 加仓 |
| REG | REGENCY CTRS CORP | $1.92万 | 0.01% | 254 | -49 | -16.2% | -$3,707 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1.94万 | 0.01% | 525 | -925 | -63.8% | -$3.42万 | 减仓 |
| EQNR | EQUINOR ASA | $1.95万 | 0.01% | 461 | 368 | 395.7% | $1.55万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.96万 | 0.01% | 101 | 4 | 4.1% | $774 | 加仓 |
| MKC | MCCORMICK & CO INC | $1.96万 | 0.01% | 388 | 346 | 823.8% | $1.75万 | 加仓 |
| CRM | SALESFORCE INC | $1.96万 | 0.01% | 105 | -154 | -59.5% | -$2.87万 | 减仓 |
| PPG | PPG INDS INC | $1.97万 | 0.01% | 184 | 10 | 5.7% | $1,069 | 加仓 |
| PUK | PRUDENTIAL PLC | $1.97万 | 0.01% | 694 | 356 | 105.3% | $1.01万 | 加仓 |
| MIDD | MIDDLEBY CORP | $1.98万 | 0.01% | 149 | 2 | 1.4% | $265 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.99万 | 0.01% | 1,254 | -32 | -2.5% | -$508 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1.99万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.99万 | 0.01% | 409 | 138 | 50.9% | $6,725 | 加仓 |
| WAT | WATERS CORP | $2.00万 | 0.01% | 67 | 38 | 131.0% | $1.13万 | 加仓 |
| AMCR | AMCOR PLC | $2.00万 | 0.01% | 502 | 502 | — | $2.00万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $2.00万 | 0.01% | 245 | 98 | 66.7% | $7,985 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $2.00万 | 0.01% | 943 | -324 | -25.6% | -$6,862 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.01万 | 0.01% | 73 | 51 | 231.8% | $1.40万 | 加仓 |
| HQY | HEALTHEQUITY INC | $2.01万 | 0.01% | 241 | 30 | 14.2% | $2,507 | 加仓 |
| AGCO | AGCO CORP | $2.02万 | 0.01% | 174 | -14 | -7.4% | -$1,622 | 减仓 |
| COHU | COHU INC | $2.03万 | 0.01% | 662 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $2.03万 | 0.01% | 1,503 | -43 | -2.8% | -$581 | 减仓 |
| VOD | VODAFONE GROUP PLC | $2.03万 | 0.01% | 1,352 | 987 | 270.4% | $1.48万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2.03万 | 0.01% | 328 | 10 | 3.1% | $619 | 加仓 |
| UGI | UGI CORP NEW | $2.04万 | 0.01% | 561 | 87 | 18.4% | $3,169 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $2.04万 | 0.01% | 943 | 251 | 36.3% | $5,442 | 加仓 |
| MHO | M/I HOMES INC | $2.04万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $2.05万 | 0.01% | 626 | 457 | 270.4% | $1.50万 | 加仓 |
| TS | TENARIS S A | $2.05万 | 0.01% | 353 | 90 | 34.2% | $5,236 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.05万 | 0.01% | 46 | 34 | 283.3% | $1.52万 | 加仓 |
| CTAS | CINTAS CORP | $2.06万 | 0.01% | 122 | 62 | 103.3% | $1.05万 | 加仓 |
| CMPR | CIMPRESS PLC | $2.07万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $2.07万 | 0.01% | 120 | -11 | -8.4% | -$1,898 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.09万 | 0.01% | 294 | 1 | 0.3% | $71 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2.09万 | 0.01% | 3,014 | 3,003 | 27,300.0% | $2.09万 | 重新持有 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $2.11万 | 0.01% | 304 | 111 | 57.5% | $7,700 | 加仓 |
| HRB | BLOCK H & R INC | $2.11万 | 0.01% | 665 | 603 | 972.6% | $1.91万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2.12万 | 0.01% | 80 | 75 | 1,500.0% | $1.99万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $2.13万 | 0.01% | 237 | 71 | 42.8% | $6,378 | 加仓 |
| EQT | EQT CORP | $2.13万 | 0.01% | 335 | 275 | 458.3% | $1.75万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $2.13万 | 0.01% | 326 | -3 | -0.9% | -$196 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $2.14万 | 0.01% | 3,229 | 1,318 | 69.0% | $8,739 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2.14万 | 0.01% | 702 | 702 | — | $2.14万 | 新建仓 |
| ENVA | ENOVA INTL INC | $2.15万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $2.15万 | 0.01% | 220 | -5 | -2.2% | -$488 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.15万 | 0.01% | 100 | -127 | -55.9% | -$2.73万 | 减仓 |
| CNA | CNA FINL CORP | $2.15万 | 0.01% | 469 | 241 | 105.7% | $1.11万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $2.15万 | 0.01% | 157 | 1 | 0.6% | $137 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $2.16万 | 0.01% | 250 | 250 | — | $2.16万 | 新建仓 |
| APA | APA CORPORATION | $2.17万 | 0.01% | 510 | 161 | 46.1% | $6,837 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $2.17万 | 0.01% | 333 | -5 | -1.5% | -$326 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.17万 | 0.01% | 111 | 72 | 184.6% | $1.41万 | 加仓 |
| IJT | ISHARES TR | $2.17万 | 0.01% | 150 | 8 | 5.6% | $1,158 | 加仓 |
| — | CHART INDS INC | $2.17万 | 0.01% | 105 | 1 | 1.0% | $207 | 加仓 |
| RSSB | TIDAL TRUST II | $2.17万 | 0.01% | 799 | 47 | 6.2% | $1,279 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $2.18万 | 0.01% | 378 | 28 | 8.0% | $1,613 | 加仓 |
| EXC | EXELON CORP | $2.18万 | 0.01% | 445 | 24 | 5.7% | $1,176 | 加仓 |
| PII | POLARIS INC | $2.19万 | 0.01% | 402 | 31 | 8.4% | $1,690 | 加仓 |
| STNG | SCORPIO TANKERS INC | $2.20万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $2.20万 | 0.01% | 299 | -56 | -15.8% | -$4,127 | 减仓 |
| SEIC | SEI INVTS CO | $2.23万 | 0.01% | 284 | 264 | 1,320.0% | $2.07万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $2.23万 | 0.01% | 554 | 4 | 0.7% | $161 | 加仓 |
| GMED | GLOBUS MED INC | $2.23万 | 0.01% | 259 | 161 | 164.3% | $1.39万 | 加仓 |
| MXL | MAXLINEAR INC | $2.24万 | 0.01% | 1,288 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $2.25万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.25万 | 0.01% | 81 | 2 | 2.5% | $556 | 加仓 |
| CUBE | CUBESMART | $2.26万 | 0.01% | 616 | 561 | 1,020.0% | $2.06万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $2.27万 | 0.01% | 327 | 65 | 24.8% | $4,505 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2.29万 | 0.01% | 79 | 40 | 102.6% | $1.16万 | 加仓 |
| MKL | MARKEL GROUP INC | $2.30万 | 0.01% | 12 | 1 | 9.1% | $1,914 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $2.30万 | 0.01% | 399 | 225 | 129.3% | $1.30万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $2.32万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2.33万 | 0.01% | 203 | 140 | 222.2% | $1.61万 | 加仓 |
| VMC | VULCAN MATLS CO | $2.34万 | 0.01% | 86 | 3 | 3.6% | $817 | 加仓 |
| OKTA | OKTA INC | $2.35万 | 0.01% | 298 | 89 | 42.6% | $7,005 | 加仓 |
| SYY | SYSCO CORP | $2.35万 | 0.01% | 329 | 175 | 113.6% | $1.25万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $2.35万 | 0.01% | 1,040 | 966 | 1,305.4% | $2.18万 | 加仓 |
| PLD | PROLOGIS INC. | $2.35万 | 0.01% | 178 | -84 | -32.1% | -$1.11万 | 减仓 |
| AYI | ACUITY INC | $2.35万 | 0.01% | 84 | -28 | -25.0% | -$7,846 | 减仓 |
| IDXX | IDEXX LABS INC | $2.36万 | 0.01% | 42 | 15 | 55.6% | $8,429 | 加仓 |
| CSTM | CONSTELLIUM SE | $2.36万 | 0.01% | 961 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2.36万 | 0.01% | 113 | -207 | -64.7% | -$4.33万 | 减仓 |
| ALB | ALBEMARLE CORP | $2.37万 | 0.01% | 132 | 67 | 103.1% | $1.20万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $2.38万 | 0.01% | 116 | 5 | 4.5% | $1,025 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $2.38万 | 0.01% | 636 | 5 | 0.8% | $187 | 加仓 |
| AEE | AMEREN CORP | $2.39万 | 0.01% | 217 | 161 | 287.5% | $1.77万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $2.39万 | 0.01% | 122 | -26 | -17.6% | -$5,096 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $2.39万 | 0.01% | 139 | -36 | -20.6% | -$6,196 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $2.40万 | 0.01% | 311 | 168 | 117.5% | $1.30万 | 加仓 |