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 |
|---|---|---|---|---|---|---|---|---|
| GGG | GRACO INC | $2.40万 | 0.01% | 284 | 109 | 62.3% | $9,227 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $2.41万 | 0.01% | 950 | 111 | 13.2% | $2,816 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.42万 | 0.01% | 70 | 13 | 22.8% | $4,487 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.42万 | 0.01% | 247 | 247 | — | $2.42万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $2.42万 | 0.01% | 255 | 182 | 249.3% | $1.73万 | 加仓 |
| FISV | FISERV INC | $2.42万 | 0.01% | 434 | 122 | 39.1% | $6,808 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2.43万 | 0.01% | 150 | 150 | — | $2.43万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2.43万 | 0.01% | 97 | -122 | -55.7% | -$3.06万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $2.44万 | 0.01% | 526 | 433 | 465.6% | $2.01万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.44万 | 0.01% | 1,026 | 504 | 96.6% | $1.20万 | 加仓 |
| RBC | RBC BEARINGS INC | $2.44万 | 0.01% | 45 | 23 | 104.5% | $1.25万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $2.45万 | 0.01% | 145 | 108 | 291.9% | $1.82万 | 加仓 |
| PBF | PBF ENERGY INC | $2.46万 | 0.01% | 516 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $2.46万 | 0.01% | 267 | 234 | 709.1% | $2.15万 | 加仓 |
| PULS | PGIM ETF TR | $2.48万 | 0.01% | 500 | 500 | — | $2.48万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $2.49万 | 0.01% | 174 | 141 | 427.3% | $2.01万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $2.49万 | 0.01% | 2,365 | 148 | 6.7% | $1,558 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2.50万 | 0.01% | 154 | -170 | -52.5% | -$2.76万 | 减仓 |
| — | HOLOGIC INC | $2.50万 | 0.01% | 331 | 129 | 63.9% | $9,751 | 加仓 |
| GWW | WW GRAINGER INC | $2.51万 | 0.01% | 23 | 4 | 21.1% | $4,363 | 加仓 |
| E | ENI SPA | $2.51万 | 0.01% | 444 | 59 | 15.3% | $3,340 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.51万 | 0.01% | 76 | -79 | -51.0% | -$2.61万 | 减仓 |
| FLXR | TCW ETF TRUST | $2.53万 | 0.01% | 645 | 645 | — | $2.53万 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $2.54万 | 0.01% | 1,518 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $2.54万 | 0.01% | 61 | 23 | 60.5% | $9,585 | 加仓 |
| NDSN | NORDSON CORP | $2.55万 | 0.01% | 96 | 66 | 220.0% | $1.76万 | 加仓 |
| PAAA | PGIM ETF TR | $2.56万 | 0.01% | 500 | 500 | — | $2.56万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $2.56万 | 0.01% | 80 | -13 | -14.0% | -$4,167 | 减仓 |
| — | AIR LEASE CORP | $2.57万 | 0.01% | 396 | -73 | -15.6% | -$4,741 | 减仓 |
| NMR | NOMURA HLDGS INC | $2.58万 | 0.01% | 3,271 | 703 | 27.4% | $5,547 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.58万 | 0.01% | 127 | 21 | 19.8% | $4,272 | 加仓 |
| EPAM | EPAM SYS INC | $2.59万 | 0.01% | 191 | 14 | 7.9% | $1,896 | 加仓 |
| CRC | CALIFORNIA RES CORP | $2.59万 | 0.01% | 374 | -36 | -8.8% | -$2,492 | 减仓 |
| XAR | SPDR SERIES TRUST | $2.59万 | 0.01% | 102 | 102 | — | $2.59万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $2.59万 | 0.01% | 365 | 241 | 194.4% | $1.71万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $2.61万 | 0.01% | 346 | -64 | -15.6% | -$4,825 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $2.61万 | 0.01% | 550 | 550 | — | $2.61万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.62万 | 0.01% | 94 | 65 | 224.1% | $1.82万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $2.64万 | 0.01% | 875 | -5 | -0.6% | -$151 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.64万 | 0.01% | 173 | 151 | 686.4% | $2.30万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $2.65万 | 0.01% | 276 | 134 | 94.4% | $1.29万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2.66万 | 0.01% | 200 | 200 | — | $2.66万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $2.67万 | 0.01% | 1,082 | 433 | 66.7% | $1.07万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $2.67万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $2.67万 | 0.01% | 143 | 9 | 6.7% | $1,679 | 加仓 |
| YUM | YUM BRANDS INC | $2.67万 | 0.01% | 172 | -11 | -6.0% | -$1,710 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.70万 | 0.01% | 537 | 48 | 9.8% | $2,410 | 加仓 |
| AZN | ASTRAZENECA PLC | $2.70万 | 0.01% | 137 | 137 | — | $2.70万 | 新建仓 |
| DHI | D R HORTON INC | $2.70万 | 0.01% | 197 | -130 | -39.8% | -$1.78万 | 减仓 |
| LFUS | LITTELFUSE INC | $2.71万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.72万 | 0.01% | 56 | 29 | 107.4% | $1.41万 | 加仓 |
| — | TRI POINTE HOMES INC | $2.72万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC | $2.73万 | 0.01% | 896 | 190 | 26.9% | $5,786 | 加仓 |
| NTCT | NETSCOUT SYS INC | $2.73万 | 0.01% | 860 | -15 | -1.7% | -$477 | 减仓 |
| ATR | APTARGROUP INC | $2.76万 | 0.01% | 219 | 208 | 1,890.9% | $2.62万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $2.77万 | 0.01% | 368 | -346 | -48.5% | -$2.60万 | 减仓 |
| FORM | FORMFACTOR INC | $2.77万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $2.78万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $2.78万 | 0.01% | 815 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $2.79万 | 0.01% | 375 | 346 | 1,193.1% | $2.57万 | 加仓 |
| TFC | TRUIST FINL CORP | $2.80万 | 0.01% | 609 | 130 | 27.1% | $5,976 | 加仓 |
| BC | BRUNSWICK CORP | $2.80万 | 0.01% | 385 | 75 | 24.2% | $5,457 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.81万 | 0.01% | 72 | 1 | 1.4% | $390 | 加仓 |
| CAG | CONAGRA BRANDS INC | $2.82万 | 0.01% | 1,795 | 996 | 124.7% | $1.57万 | 加仓 |
| EBAY | EBAY INC. | $2.84万 | 0.01% | 312 | 117 | 60.0% | $1.06万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.84万 | 0.01% | 26 | -3 | -10.3% | -$3,280 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $2.86万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $2.86万 | 0.01% | 346 | 124 | 55.9% | $1.03万 | 加仓 |
| APG | API GROUP CORP | $2.87万 | 0.01% | 708 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $2.87万 | 0.01% | 108 | 3 | 2.9% | $797 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $2.87万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $2.88万 | 0.01% | 280 | 32 | 12.9% | $3,289 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $2.88万 | 0.01% | 158 | -18 | -10.2% | -$3,282 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2.89万 | 0.01% | 111 | 63 | 131.2% | $1.64万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $2.89万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $2.90万 | 0.01% | 738 | 538 | 269.0% | $2.11万 | 加仓 |
| IESC | IES HOLDINGS INC | $2.91万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $2.91万 | 0.01% | 184 | 97 | 111.5% | $1.53万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $2.92万 | 0.01% | 103 | 83 | 415.0% | $2.36万 | 加仓 |
| FCN | FTI CONSULTING INC | $2.93万 | 0.01% | 166 | 125 | 304.9% | $2.21万 | 加仓 |
| SDRL | SEADRILL LTD | $2.93万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $2.94万 | 0.01% | 206 | 136 | 194.3% | $1.94万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $2.94万 | 0.01% | 150 | 68 | 82.9% | $1.33万 | 加仓 |
| W | WAYFAIR INC | $2.96万 | 0.01% | 393 | -56 | -12.5% | -$4,212 | 减仓 |
| SGOV | ISHARES TR | $2.97万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $2.98万 | 0.01% | 98 | 54 | 122.7% | $1.64万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2.98万 | 0.01% | 157 | 68 | 76.4% | $1.29万 | 加仓 |
| WSBC | WESBANCO INC | $3.00万 | 0.01% | 869 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $3.01万 | 0.01% | 1,172 | 1,172 | — | $3.01万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $3.02万 | 0.01% | 822 | 464 | 129.6% | $1.71万 | 加仓 |
| WEX | WEX INC | $3.05万 | 0.01% | 199 | 92 | 86.0% | $1.41万 | 加仓 |
| DB | DEUTSCHE BK AG | $3.05万 | 0.01% | 1,023 | 446 | 77.3% | $1.33万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $3.05万 | 0.01% | 1,321 | 706 | 114.8% | $1.63万 | 加仓 |
| CSGP | COSTAR GROUP INC | $3.05万 | 0.01% | 756 | 478 | 171.9% | $1.93万 | 加仓 |
| — | MASIMO CORP | $3.06万 | 0.01% | 172 | 88 | 104.8% | $1.57万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $3.08万 | 0.01% | 182 | 107 | 142.7% | $1.81万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $3.08万 | 0.01% | 716 | 305 | 74.2% | $1.31万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.09万 | 0.01% | 386 | 49 | 14.5% | $3,924 | 加仓 |
| VLO | VALERO ENERGY CORP | $3.09万 | 0.01% | 125 | 29 | 30.2% | $7,174 | 加仓 |
| BP | BP PLC | $3.10万 | 0.01% | 660 | 349 | 112.2% | $1.64万 | 加仓 |