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 |
|---|---|---|---|---|---|---|---|---|
| SDRL | SEADRILL LTD | $2.44万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $2.44万 | 0.01% | 272 | -4 | -1.4% | -$359 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $2.44万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.45万 | 0.01% | 134 | -39 | -22.5% | -$7,141 | 减仓 |
| BHVN | BIOHAVEN LTD | $2.46万 | 0.01% | 1,650 | 1,026 | 164.4% | $1.53万 | 加仓 |
| RSSB | TIDAL TRUST II | $2.46万 | 0.01% | 799 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $2.46万 | 0.01% | 181 | 113 | 166.2% | $1.54万 | 加仓 |
| PLD | PROLOGIS INC. | $2.47万 | 0.01% | 182 | 4 | 2.2% | $542 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $2.47万 | 0.01% | 308 | 63 | 25.7% | $5,050 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2.47万 | 0.01% | 132 | 127 | 2,540.0% | $2.38万 | 加仓 |
| IEX | IDEX CORP | $2.47万 | 0.01% | 109 | 40 | 58.0% | $9,078 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $2.48万 | 0.01% | 744 | 241 | 47.9% | $8,047 | 加仓 |
| GEN | GEN DIGITAL INC | $2.50万 | 0.01% | 1,004 | 697 | 227.0% | $1.73万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2.51万 | 0.01% | 140 | -17 | -10.8% | -$3,052 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $2.51万 | 0.01% | 200 | 151 | 308.2% | $1.90万 | 加仓 |
| NE | NOBLE CORP PLC | $2.52万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $2.52万 | 0.01% | 319 | 60 | 23.2% | $4,741 | 加仓 |
| RLI | RLI CORP | $2.52万 | 0.01% | 427 | 390 | 1,054.1% | $2.30万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $2.53万 | 0.01% | 291 | -36 | -11.0% | -$3,126 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $2.54万 | 0.01% | 695 | -6 | -0.9% | -$219 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $2.56万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $2.57万 | 0.01% | 226 | 43 | 23.5% | $4,889 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $2.59万 | 0.01% | 114 | -6 | -5.0% | -$1,361 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $2.59万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $2.60万 | 0.01% | 182 | -20 | -9.9% | -$2,852 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.60万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $2.61万 | 0.01% | 839 | -13,449 | -94.1% | -$41.83万 | 减仓 |
| PNR | PENTAIR PLC | $2.61万 | 0.01% | 341 | 305 | 847.2% | $2.34万 | 加仓 |
| BKH | BLACK HILLS CORP | $2.63万 | 0.01% | 353 | 259 | 275.5% | $1.93万 | 加仓 |
| FTRE | FORTREA HLDGS INC | $2.63万 | 0.01% | 1,512 | 48 | 3.3% | $835 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.65万 | 0.01% | 414 | 120 | 40.8% | $7,681 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2.66万 | 0.01% | 525 | 525 | — | $2.66万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $2.67万 | 0.01% | 641 | 5 | 0.8% | $208 | 加仓 |
| FLO | FLOWERS FOODS INC | $2.67万 | 0.01% | 3,378 | 2,416 | 251.1% | $1.91万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $2.67万 | 0.01% | 310 | -5 | -1.6% | -$431 | 减仓 |
| IJT | ISHARES TR | $2.68万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INC | $2.69万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $2.69万 | 0.01% | 708 | 97 | 15.9% | $3,690 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $2.70万 | 0.01% | 565 | 40 | 7.6% | $1,912 | 加仓 |
| SBUX | STARBUCKS CORP | $2.71万 | 0.01% | 265 | 75 | 39.5% | $7,664 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $2.72万 | 0.01% | 330 | 26 | 8.6% | $2,142 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $2.72万 | 0.01% | 1,478 | 694 | 88.5% | $1.28万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $2.73万 | 0.01% | 932 | 915 | 5,382.4% | $2.68万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $2.75万 | 0.01% | 283 | -63 | -18.2% | -$6,112 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2.76万 | 0.01% | 201 | -217 | -51.9% | -$2.98万 | 减仓 |
| CMPR | CIMPRESS PLC | $2.78万 | 0.01% | 273 | -10 | -3.5% | -$1,017 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2.78万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $2.79万 | 0.01% | 1,900 | 1,725 | 985.7% | $2.53万 | 加仓 |
| FMC | FMC CORP | $2.79万 | 0.01% | 2,423 | 382 | 18.7% | $4,393 | 加仓 |
| VIRT | VIRTU FINL INC | $2.79万 | 0.01% | 468 | 269 | 135.2% | $1.60万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2.79万 | 0.01% | 81 | 1 | 1.2% | $344 | 加仓 |
| ARTY | ISHARES TR | $2.80万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.81万 | 0.01% | 56 | -8 | -12.5% | -$4,011 | 减仓 |
| TKR | TIMKEN CO | $2.82万 | 0.01% | 194 | 107 | 123.0% | $1.55万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $2.82万 | 0.01% | 176 | -106 | -37.6% | -$1.70万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.86万 | 0.01% | 95 | 19 | 25.0% | $5,720 | 加仓 |
| AGCO | AGCO CORP | $2.87万 | 0.01% | 240 | 66 | 37.9% | $7,900 | 加仓 |
| OGS | ONE GAS INC | $2.87万 | 0.01% | 373 | 249 | 200.8% | $1.92万 | 加仓 |
| AZO | AUTOZONE INC | $2.88万 | 0.01% | 9 | 2 | 28.6% | $6,392 | 重新持有 |
| STNG | SCORPIO TANKERS INC | $2.89万 | 0.01% | 417 | 122 | 41.4% | $8,450 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2.90万 | 0.01% | 292 | -274 | -48.4% | -$2.72万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $2.91万 | 0.01% | 1,070 | 156 | 17.1% | $4,245 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $2.92万 | 0.01% | 453 | 442 | 4,018.2% | $2.85万 | 加仓 |
| SAP | SAP SE | $2.93万 | 0.01% | 190 | 149 | 363.4% | $2.30万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.94万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $2.94万 | 0.01% | 2,514 | 1,120 | 80.3% | $1.31万 | 加仓 |
| NGG | NATIONAL GRID PLC | $2.96万 | 0.01% | 357 | -56 | -13.6% | -$4,641 | 减仓 |
| CRM | SALESFORCE INC | $2.96万 | 0.01% | 189 | 84 | 80.0% | $1.32万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $2.97万 | 0.01% | 1,039 | 1,028 | 9,345.5% | $2.93万 | 重新持有 |
| NCNO | NCINO INC | $2.98万 | 0.01% | 1,821 | 1,390 | 322.5% | $2.27万 | 加仓 |
| DAVE | DAVE INC | $2.98万 | 0.01% | 80 | -1 | -1.2% | -$373 | 减仓 |
| BE | BLOOM ENERGY CORP | $3.00万 | 0.01% | 99 | -28 | -22.0% | -$8,476 | 减仓 |
| VRNS | VARONIS SYS INC | $3.00万 | 0.01% | 715 | 317 | 79.6% | $1.33万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $3.00万 | 0.01% | 1,118 | 175 | 18.6% | $4,699 | 加仓 |
| MIDD | MIDDLEBY CORP | $3.01万 | 0.01% | 175 | 26 | 17.4% | $4,472 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3.02万 | 0.01% | 572 | -3,493 | -85.9% | -$18.43万 | 减仓 |
| DB | DEUTSCHE BK AG | $3.02万 | 0.01% | 894 | -129 | -12.6% | -$4,355 | 减仓 |
| RACE | FERRARI N V | $3.05万 | 0.01% | 82 | 39 | 90.7% | $1.45万 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $3.07万 | 0.01% | 4,694 | 1,708 | 57.2% | $1.12万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $3.09万 | 0.01% | 199 | 45 | 29.2% | $6,981 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $3.09万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $3.10万 | 0.01% | 174 | -801 | -82.2% | -$14.28万 | 减仓 |
| ETN | EATON CORP PLC | $3.11万 | 0.01% | 73 | -14 | -16.1% | -$5,966 | 减仓 |
| ADSK | AUTODESK INC | $3.11万 | 0.01% | 160 | -163 | -50.5% | -$3.17万 | 减仓 |
| AEE | AMEREN CORP | $3.13万 | 0.01% | 277 | 60 | 27.6% | $6,783 | 加仓 |
| SF | STIFEL FINL CORP | $3.13万 | 0.01% | 449 | -473 | -51.3% | -$3.30万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $3.14万 | 0.01% | 364 | 56 | 18.2% | $4,829 | 加仓 |
| SO | SOUTHERN CO | $3.14万 | 0.01% | 328 | 237 | 260.4% | $2.27万 | 加仓 |
| BC | BRUNSWICK CORP | $3.14万 | 0.01% | 373 | -12 | -3.1% | -$1,011 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $3.14万 | 0.01% | 1,042 | 441 | 73.4% | $1.33万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $3.17万 | 0.01% | 335 | 7 | 2.1% | $662 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3.18万 | 0.01% | 23 | -3 | -11.5% | -$4,147 | 减仓 |
| MSM | MSC INDL DIRECT INC | $3.19万 | 0.01% | 268 | 128 | 91.4% | $1.52万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3.19万 | 0.01% | 65 | 4 | 6.6% | $1,965 | 加仓 |
| OUST | OUSTER INC | $3.19万 | 0.01% | 511 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $3.20万 | 0.01% | 674 | 503 | 294.2% | $2.39万 | 加仓 |
| GDDY | GODADDY INC | $3.21万 | 0.01% | 378 | 32 | 9.2% | $2,716 | 加仓 |
| FER | FERROVIAL NV | $3.21万 | 0.01% | 468 | -107 | -18.6% | -$7,341 | 减仓 |
| INSP | INSPIRE MED SYS INC | $3.22万 | 0.01% | 722 | 563 | 354.1% | $2.51万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $3.23万 | 0.01% | 317 | -16 | -4.8% | -$1,630 | 减仓 |