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 |
|---|---|---|---|---|---|---|---|---|
| HR | HEALTHCARE RLTY TR | $1.79万 | 0.00% | 888 | 433 | 95.2% | $8,734 | 加仓 |
| SNY | SANOFI SA | $1.80万 | 0.00% | 422 | 152 | 56.3% | $6,484 | 加仓 |
| CRML | CRITICAL METALS CORP | $1.80万 | 0.00% | 1,759 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $1.81万 | 0.00% | 259 | 43 | 19.9% | $3,002 | 加仓 |
| ASAN | ASANA INC | $1.81万 | 0.00% | 2,585 | 2,520 | 3,876.9% | $1.76万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $1.81万 | 0.00% | 266 | 214 | 411.5% | $1.46万 | 加仓 |
| MGA | MAGNA INTL INC | $1.83万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $1.83万 | 0.00% | 1,613 | 126 | 8.5% | $1,426 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $1.83万 | 0.00% | 267 | -21 | -7.3% | -$1,440 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1.83万 | 0.00% | 3,202 | 3,148 | 5,829.6% | $1.80万 | 加仓 |
| ZS | ZSCALER INC | $1.83万 | 0.00% | 130 | -117 | -47.4% | -$1.65万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1.84万 | 0.00% | 1,395 | 43 | 3.2% | $569 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $1.86万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $1.87万 | 0.00% | 199 | 30 | 17.8% | $2,821 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $1.87万 | 0.00% | 182 | -107 | -37.0% | -$1.10万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.89万 | 0.00% | 79 | -24 | -23.3% | -$5,736 | 减仓 |
| LPG | DORIAN LPG LTD | $1.90万 | 0.00% | 546 | 13 | 2.4% | $452 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.90万 | 0.00% | 221 | 90 | 68.7% | $7,748 | 加仓 |
| CRC | CALIFORNIA RES CORP | $1.90万 | 0.00% | 360 | -14 | -3.7% | -$740 | 减仓 |
| LPX | LOUISIANA PAC CORP | $1.90万 | 0.00% | 242 | 216 | 830.8% | $1.70万 | 加仓 |
| TTE | TOTALENERGIES SE | $1.91万 | 0.00% | 245 | 69 | 39.2% | $5,366 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.91万 | 0.00% | 48 | -71 | -59.7% | -$2.82万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $1.92万 | 0.00% | 554 | 205 | 58.7% | $7,093 | 加仓 |
| MPC | MARATHON PETE CORP | $1.92万 | 0.00% | 75 | 12 | 19.0% | $3,068 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $1.92万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $1.92万 | 0.00% | 193 | 182 | 1,654.5% | $1.81万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $1.92万 | 0.00% | 502 | -52 | -9.4% | -$1,992 | 减仓 |
| FOR | FORESTAR GROUP INC | $1.93万 | 0.00% | 610 | -31 | -4.8% | -$981 | 减仓 |
| ERAS | ERASCA INC | $1.93万 | 0.00% | 1,056 | -60 | -5.4% | -$1,099 | 减仓 |
| WTFC | WINTRUST FINL CORP | $1.94万 | 0.00% | 121 | 29 | 31.5% | $4,661 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $1.95万 | 0.00% | 592 | 573 | 3,015.8% | $1.89万 | 重新持有 |
| TS | TENARIS S A | $1.95万 | 0.00% | 352 | -1 | -0.3% | -$55 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.95万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| ACT | ENACT HLDGS INC | $1.96万 | 0.00% | 428 | -7 | -1.6% | -$320 | 减仓 |
| KMPR | KEMPER CORP | $1.97万 | 0.00% | 730 | 483 | 195.5% | $1.30万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $1.98万 | 0.00% | 659 | 639 | 3,195.0% | $1.92万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1.99万 | 0.00% | 274 | 15 | 5.8% | $1,088 | 加仓 |
| — | ELECTRONIC ARTS INC | $1.99万 | 0.00% | 97 | -78 | -44.6% | -$1.60万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1.99万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $2.00万 | 0.00% | 584 | -1,962 | -77.1% | -$6.71万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $2.00万 | 0.00% | 679 | 22 | 3.3% | $649 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $2.01万 | 0.00% | 387 | 318 | 460.9% | $1.65万 | 加仓 |
| SYK | STRYKER CORPORATION | $2.02万 | 0.00% | 64 | -168 | -72.4% | -$5.29万 | 减仓 |
| TNET | TRINET GROUP INC | $2.02万 | 0.00% | 408 | 265 | 185.3% | $1.31万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.02万 | 0.00% | 44 | -12 | -21.4% | -$5,510 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.02万 | 0.00% | 222 | 88 | 65.7% | $8,026 | 加仓 |
| WAT | WATERS CORP | $2.03万 | 0.00% | 54 | -13 | -19.4% | -$4,876 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $2.03万 | 0.00% | 328 | -272 | -45.3% | -$1.68万 | 减仓 |
| VMC | VULCAN MATLS CO | $2.04万 | 0.00% | 69 | -17 | -19.8% | -$5,015 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $2.04万 | 0.00% | 3,092 | -137 | -4.2% | -$904 | 减仓 |
| FLR | FLUOR CORP | $2.05万 | 0.00% | 392 | 151 | 62.7% | $7,911 | 加仓 |
| FAST | FASTENAL CO | $2.06万 | 0.00% | 428 | 128 | 42.7% | $6,148 | 加仓 |
| TTEK | TETRA TECH INC NEW | $2.06万 | 0.00% | 712 | -163 | -18.6% | -$4,709 | 减仓 |
| E | ENI SPA | $2.06万 | 0.00% | 440 | -4 | -0.9% | -$187 | 减仓 |
| LEN | LENNAR CORP | $2.06万 | 0.00% | 228 | 162 | 245.5% | $1.47万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $2.07万 | 0.00% | 71 | 70 | 7,000.0% | $2.04万 | 加仓 |
| BP | BP PLC | $2.07万 | 0.00% | 560 | -100 | -15.2% | -$3,695 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $2.09万 | 0.00% | 629 | 35 | 5.9% | $1,164 | 加仓 |
| STM | STMICROELECTRONICS N V | $2.10万 | 0.01% | 281 | -1 | -0.4% | -$75 | 减仓 |
| IDXX | IDEXX LABS INC | $2.11万 | 0.01% | 40 | -2 | -4.8% | -$1,053 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $2.12万 | 0.01% | 282 | -45 | -13.8% | -$3,375 | 减仓 |
| LII | LENNOX INTL INC | $2.12万 | 0.01% | 37 | 35 | 1,750.0% | $2.01万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $2.12万 | 0.01% | 1,094 | -57 | -5.0% | -$1,107 | 减仓 |
| UI | UBIQUITI INC | $2.14万 | 0.01% | 40 | -5 | -11.1% | -$2,670 | 减仓 |
| NUE | NUCOR CORP | $2.14万 | 0.01% | 96 | 4 | 4.3% | $891 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $2.14万 | 0.01% | 411 | 36 | 9.6% | $1,878 | 加仓 |
| OLN | OLIN CORP | $2.16万 | 0.01% | 1,089 | 1,074 | 7,160.0% | $2.13万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $2.17万 | 0.01% | 155 | 124 | 400.0% | $1.74万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $2.18万 | 0.01% | 66 | 66 | — | $2.18万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $2.18万 | 0.01% | 218 | 77 | 54.6% | $7,693 | 加仓 |
| TDOC | TELADOC HEALTH INC | $2.19万 | 0.01% | 2,578 | 1,087 | 72.9% | $9,218 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $2.19万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $2.19万 | 0.01% | 235 | 27 | 13.0% | $2,518 | 加仓 |
| WHR | WHIRLPOOL CORP | $2.22万 | 0.01% | 563 | 420 | 293.7% | $1.66万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2.24万 | 0.01% | 316 | -289 | -47.8% | -$2.05万 | 减仓 |
| GPN | GLOBAL PMTS INC | $2.24万 | 0.01% | 309 | -206 | -40.0% | -$1.49万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.24万 | 0.01% | 577 | -1,009 | -63.6% | -$3.92万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.25万 | 0.01% | 1,254 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $2.25万 | 0.01% | 745 | 198 | 36.2% | $5,980 | 加仓 |
| EQT | EQT CORP | $2.27万 | 0.01% | 426 | 91 | 27.2% | $4,839 | 加仓 |
| AER | AERCAP HOLDINGS NV | $2.27万 | 0.01% | 156 | -1 | -0.6% | -$146 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2.28万 | 0.01% | 46 | 26 | 130.0% | $1.29万 | 加仓 |
| APA | APA CORPORATION | $2.28万 | 0.01% | 701 | 191 | 37.5% | $6,221 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2.30万 | 0.01% | 3,000 | -14 | -0.5% | -$108 | 减仓 |
| F | FORD MTR CO | $2.32万 | 0.01% | 1,670 | 343 | 25.8% | $4,768 | 加仓 |
| AEG | AEGON LTD | $2.33万 | 0.01% | 2,756 | 403 | 17.1% | $3,401 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $2.34万 | 0.01% | 1,490 | 1,490 | — | $2.34万 | 新建仓 |
| PINS | PINTEREST INC | $2.35万 | 0.01% | 1,117 | 285 | 34.3% | $5,994 | 加仓 |
| VLTO | VERALTO CORP | $2.35万 | 0.01% | 265 | 243 | 1,104.5% | $2.15万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.37万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $2.37万 | 0.01% | 340 | 49 | 16.8% | $3,413 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $2.39万 | 0.01% | 128 | 58 | 82.9% | $1.08万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $2.40万 | 0.01% | 217 | -38 | -14.9% | -$4,196 | 减仓 |
| SLM | SLM CORP | $2.40万 | 0.01% | 925 | 475 | 105.6% | $1.23万 | 加仓 |
| ADT | ADT INC DEL | $2.40万 | 0.01% | 3,698 | -6,341 | -63.2% | -$4.12万 | 减仓 |
| MTB | M & T BK CORP | $2.40万 | 0.01% | 101 | 53 | 110.4% | $1.26万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $2.41万 | 0.01% | 809 | 101 | 14.3% | $3,004 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $2.41万 | 0.01% | 1,402 | -116 | -7.6% | -$1,995 | 减仓 |
| ICHR | ICHOR HOLDINGS | $2.41万 | 0.01% | 215 | 23 | 12.0% | $2,583 | 加仓 |
| BSVO | EA SERIES TRUST | $2.42万 | 0.01% | 830 | 830 | — | $2.42万 | 新建仓 |