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 |
|---|---|---|---|---|---|---|---|---|
| CPB | THE CAMPBELLS COMPANY | $3.23万 | 0.01% | 1,452 | 1,391 | 2,280.3% | $3.10万 | 加仓 |
| FOXA | FOX CORP | $3.23万 | 0.01% | 620 | 10 | 1.6% | $522 | 加仓 |
| NEU | NEWMARKET CORP | $3.24万 | 0.01% | 41 | 24 | 141.2% | $1.90万 | 加仓 |
| DASH | DOORDASH INC | $3.25万 | 0.01% | 176 | -233 | -57.0% | -$4.30万 | 减仓 |
| HPQ | HP INC | $3.27万 | 0.01% | 1,492 | 840 | 128.8% | $1.84万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $3.28万 | 0.01% | 154 | 2 | 1.3% | $426 | 加仓 |
| EXC | EXELON CORP | $3.28万 | 0.01% | 704 | 259 | 58.2% | $1.21万 | 加仓 |
| CLX | CLOROX CO DEL | $3.29万 | 0.01% | 345 | 160 | 86.5% | $1.53万 | 加仓 |
| CNA | CNA FINL CORP | $3.30万 | 0.01% | 679 | 210 | 44.8% | $1.02万 | 加仓 |
| APG | API GROUP CORP | $3.31万 | 0.01% | 782 | 74 | 10.5% | $3,134 | 加仓 |
| NTAP | NETAPP INC | $3.31万 | 0.01% | 214 | 31 | 16.9% | $4,798 | 加仓 |
| CNI | CANADIAN NATL RY CO | $3.34万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $3.34万 | 0.01% | 1,882 | 747 | 65.8% | $1.33万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $3.34万 | 0.01% | 230 | 153 | 198.7% | $2.22万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $3.36万 | 0.01% | 144 | -14 | -8.9% | -$3,263 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $3.37万 | 0.01% | 316 | -8 | -2.5% | -$853 | 减仓 |
| L | LOEWS CORP | $3.38万 | 0.01% | 299 | 169 | 130.0% | $1.91万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3.40万 | 0.01% | 100 | 2 | 2.0% | $680 | 加仓 |
| PHM | PULTE GROUP INC | $3.40万 | 0.01% | 248 | -54 | -17.9% | -$7,410 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3.45万 | 0.01% | 1,172 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3.45万 | 0.01% | 585 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $3.46万 | 0.01% | 630 | 201 | 46.9% | $1.10万 | 加仓 |
| PII | POLARIS INC | $3.46万 | 0.01% | 506 | 104 | 25.9% | $7,118 | 加仓 |
| CPT | CAMDEN PPTY TR | $3.47万 | 0.01% | 303 | 83 | 37.7% | $9,503 | 加仓 |
| REG | REGENCY CTRS CORP | $3.48万 | 0.01% | 436 | 182 | 71.7% | $1.45万 | 加仓 |
| CSTM | CONSTELLIUM SE | $3.49万 | 0.01% | 1,094 | 133 | 13.8% | $4,239 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3.49万 | 0.01% | 156 | 13 | 9.1% | $2,908 | 加仓 |
| WSBC | WESBANCO INC | $3.50万 | 0.01% | 897 | 28 | 3.2% | $1,093 | 加仓 |
| RNG | RINGCENTRAL INC | $3.52万 | 0.01% | 902 | 5 | 0.6% | $195 | 加仓 |
| XYZ | BLOCK INC | $3.52万 | 0.01% | 463 | 236 | 104.0% | $1.79万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $3.52万 | 0.01% | 228 | 17 | 8.1% | $2,627 | 加仓 |
| DCI | DONALDSON INC | $3.54万 | 0.01% | 394 | 67 | 20.5% | $6,015 | 加仓 |
| SAIA | SAIA INC | $3.54万 | 0.01% | 84 | 42 | 100.0% | $1.77万 | 加仓 |
| PPG | PPG INDS INC | $3.54万 | 0.01% | 292 | 108 | 58.7% | $1.31万 | 加仓 |
| LFUS | LITTELFUSE INC | $3.55万 | 0.01% | 78 | -2 | -2.5% | -$911 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $3.56万 | 0.01% | 664 | -4 | -0.6% | -$215 | 减仓 |
| NMR | NOMURA HLDGS INC | $3.58万 | 0.01% | 4,075 | 804 | 24.6% | $7,059 | 加仓 |
| — | AVALONBAY CMNTYS INC | $3.59万 | 0.01% | 190 | 185 | 3,700.0% | $3.49万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $3.59万 | 0.01% | 592 | 469 | 381.3% | $2.85万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.60万 | 0.01% | 398 | 12 | 3.1% | $1,086 | 加仓 |
| T | AT&T INC | $3.60万 | 0.01% | 1,741 | 40 | 2.4% | $828 | 加仓 |
| PRI | PRIMERICA INC | $3.61万 | 0.01% | 127 | 51 | 67.1% | $1.45万 | 加仓 |
| CBRE | CBRE GROUP INC | $3.61万 | 0.01% | 268 | 186 | 226.8% | $2.51万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $3.62万 | 0.01% | 465 | 66 | 16.5% | $5,139 | 加仓 |
| AGL | AGILON HEALTH INC | $3.65万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| NTCT | NETSCOUT SYS INC | $3.66万 | 0.01% | 840 | -20 | -2.3% | -$871 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3.68万 | 0.01% | 98 | 17 | 21.0% | $6,381 | 加仓 |
| ENVA | ENOVA INTL INC | $3.68万 | 0.01% | 153 | -5 | -3.2% | -$1,204 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $3.70万 | 0.01% | 29 | 23 | 383.3% | $2.94万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $3.71万 | 0.01% | 269 | 85 | 46.2% | $1.17万 | 加仓 |
| AWR | AMER STATES WTR CO | $3.73万 | 0.01% | 451 | 222 | 96.9% | $1.83万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $3.74万 | 0.01% | 1,143 | -940 | -45.1% | -$3.08万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3.75万 | 0.01% | 73 | -45 | -38.1% | -$2.31万 | 减仓 |
| ECL | ECOLAB INC | $3.76万 | 0.01% | 135 | -259 | -65.7% | -$7.22万 | 减仓 |
| HEI/A | HEICO CORP NEW | $3.77万 | 0.01% | 146 | 71 | 94.7% | $1.83万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $3.77万 | 0.01% | 601 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $3.78万 | 0.01% | 1,510 | 66 | 4.6% | $1,654 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $3.81万 | 0.01% | 2,607 | -182 | -6.5% | -$2,657 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $3.81万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $3.83万 | 0.01% | 172 | 61 | 55.0% | $1.36万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $3.83万 | 0.01% | 207 | -61 | -22.8% | -$1.13万 | 减仓 |
| IJR | ISHARES TR | $3.84万 | 0.01% | 259 | -819 | -76.0% | -$12.15万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $3.84万 | 0.01% | 1,282 | 242 | 23.3% | $7,255 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $3.87万 | 0.01% | 810 | -5 | -0.6% | -$239 | 减仓 |
| FORM | FORMFACTOR INC | $3.87万 | 0.01% | 242 | -44 | -15.4% | -$7,037 | 减仓 |
| MXL | MAXLINEAR INC | $3.88万 | 0.01% | 303 | -985 | -76.5% | -$12.61万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $3.89万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $3.90万 | 0.01% | 535 | -609 | -53.2% | -$4.44万 | 减仓 |
| VNO | VORNADO RLTY TR | $3.92万 | 0.01% | 998 | 616 | 161.3% | $2.42万 | 加仓 |
| APTV | APTIV PLC | $3.93万 | 0.01% | 640 | 114 | 21.7% | $6,997 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.94万 | 0.01% | 166 | -66 | -28.4% | -$1.57万 | 减仓 |
| GWW | WW GRAINGER INC | $3.95万 | 0.01% | 29 | 6 | 26.1% | $8,162 | 加仓 |
| WRB | BERKLEY W R CORP | $3.96万 | 0.01% | 561 | 469 | 509.8% | $3.31万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $3.97万 | 0.01% | 371 | 228 | 159.4% | $2.44万 | 加仓 |
| ABCB | AMERIS BANCORP | $3.99万 | 0.01% | 442 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $4.00万 | 0.01% | 665 | 262 | 65.0% | $1.58万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $4.02万 | 0.01% | 1,524 | 574 | 60.4% | $1.51万 | 加仓 |
| CMS | CMS ENERGY CORP | $4.02万 | 0.01% | 526 | 402 | 324.2% | $3.08万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $4.03万 | 0.01% | 1,743 | -238 | -12.0% | -$5,505 | 减仓 |
| CDW | CDW CORP | $4.06万 | 0.01% | 289 | 24 | 9.1% | $3,375 | 加仓 |
| CTAS | CINTAS CORP | $4.07万 | 0.01% | 239 | 117 | 95.9% | $1.99万 | 加仓 |
| MKL | MARKEL GROUP INC | $4.10万 | 0.01% | 21 | 9 | 75.0% | $1.76万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4.11万 | 0.01% | 151 | -51 | -25.2% | -$1.39万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $4.15万 | 0.01% | 241 | 140 | 138.6% | $2.41万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4.16万 | 0.01% | 470 | 293 | 165.5% | $2.60万 | 加仓 |
| HAS | HASBRO INC | $4.18万 | 0.01% | 506 | -11 | -2.1% | -$908 | 减仓 |
| LASR | NLIGHT INC | $4.19万 | 0.01% | 602 | -54 | -8.2% | -$3,760 | 减仓 |
| AX | AXOS FINANCIAL INC | $4.21万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $4.22万 | 0.01% | 239 | 100 | 71.9% | $1.76万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $4.23万 | 0.01% | 151 | -89 | -37.1% | -$2.49万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $4.23万 | 0.01% | 309 | -66 | -17.6% | -$9,039 | 减仓 |
| SHEL | SHELL PLC | $4.28万 | 0.01% | 552 | -3 | -0.5% | -$233 | 减仓 |
| KHC | KRAFT HEINZ CO | $4.29万 | 0.01% | 1,815 | 977 | 116.6% | $2.31万 | 加仓 |
| KKR | KKR & CO INC | $4.30万 | 0.01% | 468 | 92 | 24.5% | $8,444 | 加仓 |
| VTR | VENTAS INC | $4.30万 | 0.01% | 484 | -11 | -2.2% | -$977 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $4.32万 | 0.01% | 474 | -252 | -34.7% | -$2.30万 | 减仓 |
| IESC | IES HOLDINGS INC | $4.33万 | 0.01% | 59 | -2 | -3.3% | -$1,469 | 减仓 |
| EXP | EAGLE MATLS INC | $4.34万 | 0.01% | 193 | 187 | 3,116.7% | $4.21万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $4.35万 | 0.01% | 4,103 | 2,968 | 261.5% | $3.15万 | 加仓 |
| RIO | RIO TINTO PLC | $4.37万 | 0.01% | 460 | -155 | -25.2% | -$1.47万 | 减仓 |