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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $3.11万 | 0.01% | 87 | 24 | 38.1% | $8,584 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $3.11万 | 0.01% | 433 | 225 | 108.2% | $1.62万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $3.13万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $3.13万 | 0.01% | 1,444 | 586 | 68.3% | $1.27万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.15万 | 0.01% | 64 | 21 | 48.8% | $1.03万 | 加仓 |
| ALC | ALCON AG | $3.16万 | 0.01% | 419 | 316 | 306.8% | $2.38万 | 加仓 |
| PFE | PFIZER INC | $3.18万 | 0.01% | 1,131 | 508 | 81.5% | $1.43万 | 加仓 |
| CDW | CDW CORP | $3.21万 | 0.01% | 265 | 205 | 341.7% | $2.48万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $3.22万 | 0.01% | 298 | -112 | -27.3% | -$1.21万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.22万 | 0.01% | 349 | 184 | 111.5% | $1.70万 | 加仓 |
| INVH | INVITATION HOMES INC | $3.24万 | 0.01% | 1,304 | 544 | 71.6% | $1.35万 | 加仓 |
| AVY | AVERY DENNISON CORP | $3.25万 | 0.01% | 188 | -28 | -13.0% | -$4,835 | 减仓 |
| MAS | MASCO CORP | $3.27万 | 0.01% | 541 | 88 | 19.4% | $5,313 | 加仓 |
| OSK | OSHKOSH CORP | $3.27万 | 0.01% | 222 | -24 | -9.8% | -$3,533 | 减仓 |
| YETI | YETI HLDGS INC | $3.30万 | 0.01% | 902 | 98 | 12.2% | $3,586 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $3.31万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.31万 | 0.01% | 163 | 137 | 526.9% | $2.78万 | 加仓 |
| NE | NOBLE CORP PLC | $3.31万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $3.32万 | 0.01% | 314 | 261 | 492.5% | $2.76万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $3.33万 | 0.01% | 152 | 131 | 623.8% | $2.87万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $3.33万 | 0.01% | 622 | 380 | 157.0% | $2.03万 | 加仓 |
| RNG | RINGCENTRAL INC | $3.34万 | 0.01% | 897 | 430 | 92.1% | $1.60万 | 加仓 |
| VICI | VICI PPTYS INC | $3.34万 | 0.01% | 1,222 | 1,057 | 640.6% | $2.89万 | 加仓 |
| STT | STATE STR CORP | $3.39万 | 0.01% | 268 | 12 | 4.7% | $1,519 | 加仓 |
| ABCB | AMERIS BANCORP | $3.45万 | 0.01% | 442 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.45万 | 0.01% | 523 | 67 | 14.7% | $4,421 | 加仓 |
| QCOM | QUALCOMM INC | $3.46万 | 0.01% | 269 | -159 | -37.1% | -$2.05万 | 减仓 |
| ZS | ZSCALER INC | $3.47万 | 0.01% | 247 | -289 | -53.9% | -$4.05万 | 减仓 |
| GPN | GLOBAL PMTS INC | $3.47万 | 0.01% | 515 | 84 | 19.5% | $5,653 | 加仓 |
| EPR | EPR PPTYS | $3.47万 | 0.01% | 695 | 12 | 1.8% | $600 | 加仓 |
| KKR | KKR & CO INC | $3.48万 | 0.01% | 376 | 295 | 364.2% | $2.73万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $3.48万 | 0.01% | 188 | 21 | 12.6% | $3,887 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3.48万 | 0.01% | 585 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $3.49万 | 0.01% | 413 | 117 | 39.5% | $9,898 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $3.51万 | 0.01% | 600 | 260 | 76.5% | $1.52万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $3.51万 | 0.01% | 145 | -31 | -17.6% | -$7,502 | 减仓 |
| FMC | FMC CORP | $3.51万 | 0.01% | 2,041 | 1,338 | 190.3% | $2.30万 | 重新持有 |
| SNA | SNAP ON INC | $3.52万 | 0.01% | 97 | 10 | 11.5% | $3,632 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $3.53万 | 0.01% | 761 | -148 | -16.3% | -$6,864 | 减仓 |
| EG | EVEREST GROUP LTD | $3.53万 | 0.01% | 108 | -48 | -30.8% | -$1.57万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $3.54万 | 0.01% | 5,913 | -1,395 | -19.1% | -$8,342 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $3.54万 | 0.01% | 795 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $3.54万 | 0.01% | 906 | 477 | 111.2% | $1.86万 | 加仓 |
| PHM | PULTE GROUP INC | $3.55万 | 0.01% | 302 | -34 | -10.1% | -$3,999 | 减仓 |
| UI | UBIQUITI INC | $3.56万 | 0.01% | 45 | 7 | 18.4% | $5,532 | 加仓 |
| FOXA | FOX CORP | $3.56万 | 0.01% | 610 | 12 | 2.0% | $701 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.56万 | 0.01% | 181 | -2 | -1.1% | -$394 | 减仓 |
| — | ELECTRONIC ARTS INC | $3.57万 | 0.01% | 175 | 53 | 43.4% | $1.08万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $3.58万 | 0.01% | 281 | -59 | -17.4% | -$7,510 | 减仓 |
| AOS | SMITH A O CORP | $3.60万 | 0.01% | 546 | -122 | -18.3% | -$8,045 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.60万 | 0.01% | 123 | 46 | 59.7% | $1.35万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $3.62万 | 0.01% | 332 | 332 | — | $3.62万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $3.63万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC | $3.64万 | 0.01% | 618 | -8 | -1.3% | -$472 | 减仓 |
| APTV | APTIV PLC | $3.65万 | 0.01% | 526 | -29 | -5.2% | -$2,014 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $3.67万 | 0.01% | 1,314 | 487 | 58.9% | $1.36万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $3.67万 | 0.01% | 2,789 | -10 | -0.4% | -$132 | 减仓 |
| AX | AXOS FINANCIAL INC | $3.68万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $3.69万 | 0.01% | 601 | 113 | 23.2% | $6,942 | 加仓 |
| CACI | CACI INTL INC | $3.70万 | 0.01% | 68 | 4 | 6.2% | $2,176 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $3.70万 | 0.01% | 1,981 | 821 | 70.8% | $1.53万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $3.71万 | 0.01% | 215 | -218 | -50.3% | -$3.76万 | 减仓 |
| MKSI | MKS INC. | $3.72万 | 0.01% | 162 | 79 | 95.2% | $1.82万 | 加仓 |
| FER | FERROVIAL SE | $3.74万 | 0.01% | 575 | 293 | 103.9% | $1.91万 | 加仓 |
| LASR | NLIGHT INC | $3.74万 | 0.01% | 656 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3.78万 | 0.01% | 200 | 130 | 185.7% | $2.46万 | 加仓 |
| ATI | ATI INC | $3.81万 | 0.01% | 262 | 2 | 0.8% | $291 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $3.83万 | 0.01% | 1,300 | 597 | 84.9% | $1.76万 | 加仓 |
| DRS | LEONARDO DRS INC | $3.90万 | 0.01% | 875 | 200 | 29.6% | $8,904 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $3.90万 | 0.01% | 337 | 253 | 301.2% | $2.93万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $3.91万 | 0.01% | 926 | 766 | 478.7% | $3.24万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $3.93万 | 0.01% | 231 | -22 | -8.7% | -$3,741 | 减仓 |
| DLTR | DOLLAR TREE INC | $3.93万 | 0.01% | 359 | 34 | 10.5% | $3,723 | 加仓 |
| SSNC | SS&C TECH HLDGS | $3.96万 | 0.01% | 586 | 169 | 40.5% | $1.14万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $3.98万 | 0.01% | 101 | 58 | 134.9% | $2.29万 | 加仓 |
| OC | OWENS CORNING NEW | $3.98万 | 0.01% | 368 | 274 | 291.5% | $2.97万 | 加仓 |
| FNB | F N B CORP | $4.00万 | 0.01% | 2,390 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $4.00万 | 0.01% | 465 | 47 | 11.2% | $4,043 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $4.02万 | 0.01% | 297 | 82 | 38.1% | $1.11万 | 加仓 |
| VTR | VENTAS INC | $4.05万 | 0.01% | 495 | -74 | -13.0% | -$6,052 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4.05万 | 0.01% | 711 | 626 | 736.5% | $3.57万 | 加仓 |
| TREX | TREX INC | $4.05万 | 0.01% | 1,113 | 986 | 776.4% | $3.59万 | 加仓 |
| IEMG | ISHARES INC | $4.06万 | 0.01% | 582 | 582 | — | $4.06万 | 新建仓 |
| WCC | WESCO INTL INC | $4.08万 | 0.01% | 149 | 16 | 12.0% | $4,386 | 加仓 |
| WPC | WP CAREY INC | $4.15万 | 0.01% | 611 | -55 | -8.3% | -$3,738 | 减仓 |
| ALLE | ALLEGION PLC | $4.17万 | 0.01% | 287 | 6 | 2.1% | $872 | 加仓 |
| TM | TOYOTA MOTOR CORP | $4.18万 | 0.01% | 203 | 87 | 75.0% | $1.79万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4.19万 | 0.01% | 280 | 71 | 34.0% | $1.06万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $4.20万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $4.21万 | 0.01% | 2,034 | 888 | 77.5% | $1.84万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $4.22万 | 0.01% | 268 | 3 | 1.1% | $472 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $4.24万 | 0.01% | 550 | -3 | -0.5% | -$231 | 减仓 |
| NOBL | PROSHARES TR | $4.24万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $4.25万 | 0.01% | 518 | 518 | — | $4.25万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $4.26万 | 0.01% | 62 | 1 | 1.6% | $687 | 加仓 |
| UNP | UNION PAC CORP | $4.27万 | 0.01% | 176 | -31 | -15.0% | -$7,521 | 减仓 |
| PCAR | PACCAR INC | $4.29万 | 0.01% | 371 | 7 | 1.9% | $809 | 加仓 |
| UNM | UNUM GROUP | $4.34万 | 0.01% | 594 | -14 | -2.3% | -$1,022 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $4.35万 | 0.01% | 628 | -262 | -29.4% | -$1.82万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $4.40万 | 0.01% | 246 | -8 | -3.1% | -$1,432 | 减仓 |