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 |
|---|---|---|---|---|---|---|---|---|
| SU | SUNCOR ENERGY INC NEW | $4.42万 | 0.01% | 668 | 296 | 79.6% | $1.96万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4.42万 | 0.01% | 470 | 202 | 75.4% | $1.90万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $4.42万 | 0.01% | 737 | 24 | 3.4% | $1,439 | 加仓 |
| ENS | ENERSYS | $4.43万 | 0.01% | 255 | 62 | 32.1% | $1.08万 | 加仓 |
| MOS | MOSAIC CO | $4.43万 | 0.01% | 1,739 | 1,718 | 8,181.0% | $4.38万 | 加仓 |
| CSX | CSX CORP | $4.44万 | 0.01% | 1,081 | -60 | -5.3% | -$2,463 | 减仓 |
| CASY | CASEYS GEN STORES INC | $4.44万 | 0.01% | 61 | 7 | 13.0% | $5,095 | 加仓 |
| DOCU | DOCUSIGN INC | $4.45万 | 0.01% | 939 | 506 | 116.9% | $2.40万 | 加仓 |
| STE | STERIS PLC | $4.47万 | 0.01% | 202 | -81 | -28.6% | -$1.79万 | 减仓 |
| ALV | AUTOLIV INC | $4.47万 | 0.01% | 425 | 131 | 44.6% | $1.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4.48万 | 0.01% | 53 | 11 | 26.2% | $9,306 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $4.49万 | 0.01% | 2,275 | 724 | 46.7% | $1.43万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $4.49万 | 0.01% | 289 | -53 | -15.5% | -$8,243 | 减仓 |
| PEGA | PEGASYSTEMS INC | $4.50万 | 0.01% | 1,057 | -56 | -5.0% | -$2,383 | 减仓 |
| KEY | KEYCORP | $4.51万 | 0.01% | 2,251 | 533 | 31.0% | $1.07万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4.52万 | 0.01% | 1,551 | 1,551 | — | $4.52万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $4.55万 | 0.01% | 850 | 501 | 143.6% | $2.68万 | 加仓 |
| GLPI | GAMING & LEISURE P | $4.57万 | 0.01% | 1,029 | 163 | 18.8% | $7,232 | 加仓 |
| INTU | INTUIT | $4.58万 | 0.01% | 106 | 72 | 211.8% | $3.11万 | 加仓 |
| BPOP | POPULAR INC | $4.62万 | 0.01% | 344 | 32 | 10.3% | $4,293 | 加仓 |
| ARW | ARROW ELECTRS INC | $4.62万 | 0.01% | 322 | -14 | -4.2% | -$2,008 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $4.64万 | 0.01% | 66 | 66 | — | $4.64万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4.64万 | 0.01% | 515 | 4 | 0.8% | $360 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $4.65万 | 0.01% | 282 | -47 | -14.3% | -$7,746 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $4.67万 | 0.01% | 755 | 687 | 1,010.3% | $4.25万 | 加仓 |
| HUBS | HUBSPOT INC | $4.76万 | 0.01% | 195 | 137 | 236.2% | $3.34万 | 加仓 |
| MAT | MATTEL INC | $4.77万 | 0.01% | 3,281 | 292 | 9.8% | $4,243 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $4.77万 | 0.01% | 9,478 | 3,913 | 70.3% | $1.97万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $4.78万 | 0.01% | 1,356 | 103 | 8.2% | $3,628 | 加仓 |
| GRMN | GARMIN LTD | $4.78万 | 0.01% | 206 | 58 | 39.2% | $1.35万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4.78万 | 0.01% | 2,581 | 763 | 42.0% | $1.41万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $4.80万 | 0.01% | 418 | 418 | — | $4.80万 | 新建仓 |
| HAS | HASBRO INC | $4.84万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $4.85万 | 0.01% | 795 | 6 | 0.8% | $366 | 加仓 |
| EVRG | EVERGY INC | $4.88万 | 0.01% | 596 | 50 | 9.2% | $4,096 | 加仓 |
| BYD | BOYD GAMING CORP | $4.89万 | 0.01% | 595 | 130 | 28.0% | $1.07万 | 加仓 |
| T | AT&T INC | $4.93万 | 0.01% | 1,701 | -1,394 | -45.0% | -$4.04万 | 减仓 |
| COKE | COCA COLA CONS INC | $4.95万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $4.97万 | 0.01% | 605 | 58 | 10.6% | $4,764 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4.98万 | 0.01% | 114 | 81 | 245.5% | $3.54万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $4.98万 | 0.01% | 469 | 201 | 75.0% | $2.13万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4.99万 | 0.01% | 311 | -537 | -63.3% | -$8.61万 | 减仓 |
| NNN | NNN REIT INC | $5.01万 | 0.01% | 1,191 | -46 | -3.7% | -$1,933 | 减仓 |
| AGX | ARGAN INC | $5.01万 | 0.01% | 92 | -1 | -1.1% | -$545 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5.05万 | 0.01% | 385 | 81 | 26.6% | $1.06万 | 加仓 |
| ARMK | ARAMARK | $5.06万 | 0.01% | 1,249 | -59 | -4.5% | -$2,392 | 减仓 |
| CLH | CLEAN HARBORS INC | $5.08万 | 0.01% | 177 | 25 | 16.4% | $7,168 | 加仓 |
| DT | DYNATRACE INC | $5.10万 | 0.01% | 1,378 | 482 | 53.8% | $1.78万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $5.12万 | 0.01% | 549 | 217 | 65.4% | $2.02万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $5.13万 | 0.01% | 6,464 | 1,601 | 32.9% | $1.27万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $5.15万 | 0.01% | 839 | 566 | 207.3% | $3.47万 | 加仓 |
| RPM | RPM INTL INC | $5.15万 | 0.01% | 518 | 189 | 57.4% | $1.88万 | 加仓 |
| GLW | CORNING INC | $5.15万 | 0.01% | 379 | 185 | 95.4% | $2.52万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $5.16万 | 0.01% | 450 | -18 | -3.8% | -$2,063 | 减仓 |
| SHEL | SHELL PLC | $5.16万 | 0.01% | 555 | 213 | 62.3% | $1.98万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5.18万 | 0.01% | 261 | -222 | -46.0% | -$4.40万 | 减仓 |
| SAM | BOSTON BEER INC | $5.18万 | 0.01% | 225 | 80 | 55.2% | $1.84万 | 加仓 |
| ETSY | ETSY INC | $5.19万 | 0.01% | 1,039 | -967 | -48.2% | -$4.83万 | 减仓 |
| GSK | GSK PLC | $5.25万 | 0.01% | 951 | 237 | 33.2% | $1.31万 | 加仓 |
| DOV | DOVER CORP | $5.27万 | 0.01% | 253 | 55 | 27.8% | $1.15万 | 加仓 |
| VMI | VALMONT INDS INC | $5.31万 | 0.01% | 133 | 10 | 8.1% | $3,996 | 加仓 |
| LOW | LOWES COS INC | $5.36万 | 0.01% | 227 | 52 | 29.7% | $1.23万 | 加仓 |
| PKG | PACKAGING CORP AMER | $5.37万 | 0.01% | 253 | -10 | -3.8% | -$2,122 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $5.37万 | 0.01% | 1,034 | 235 | 29.4% | $1.22万 | 加仓 |
| CNH | CNH INDL N V | $5.40万 | 0.01% | 4,911 | -641 | -11.5% | -$7,051 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $5.41万 | 0.02% | 232 | -117 | -33.5% | -$2.73万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $5.44万 | 0.02% | 115 | 3 | 2.7% | $1,419 | 加仓 |
| KLAC | KLA CORP | $5.45万 | 0.02% | 37 | -1 | -2.6% | -$1,472 | 减仓 |
| UL | UNILEVER PLC | $5.48万 | 0.02% | 962 | 398 | 70.6% | $2.27万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $5.48万 | 0.02% | 2,083 | -2,264 | -52.1% | -$5.96万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $5.49万 | 0.02% | 119 | -57 | -32.4% | -$2.63万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $5.51万 | 0.02% | 1,336 | 600 | 81.5% | $2.48万 | 加仓 |
| BIIB | BIOGEN INC | $5.59万 | 0.02% | 305 | 69 | 29.2% | $1.26万 | 加仓 |
| NTRS | NORTHERN TR CORP | $5.60万 | 0.02% | 401 | 87 | 27.7% | $1.21万 | 加仓 |
| BCS | BARCLAYS PLC | $5.62万 | 0.02% | 2,656 | 1,220 | 85.0% | $2.58万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $5.63万 | 0.02% | 2,244 | 2,244 | — | $5.63万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $5.67万 | 0.02% | 566 | 310 | 121.1% | $3.10万 | 加仓 |
| IVW | ISHARES TR | $5.67万 | 0.02% | 501 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $5.68万 | 0.02% | 2,164 | -798 | -26.9% | -$2.09万 | 减仓 |
| IJH | ISHARES TR | $5.69万 | 0.02% | 843 | 218 | 34.9% | $1.47万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5.70万 | 0.02% | 575 | -345 | -37.5% | -$3.42万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $5.72万 | 0.02% | 1,305 | -32 | -2.4% | -$1,402 | 减仓 |
| RIO | RIO TINTO PLC | $5.74万 | 0.02% | 615 | 429 | 230.6% | $4.00万 | 加仓 |
| WELL | WELLTOWER INC | $5.75万 | 0.02% | 291 | 28 | 10.6% | $5,536 | 加仓 |
| VLY | VALLEY NATL BANCORP | $5.78万 | 0.02% | 4,706 | 1,859 | 65.3% | $2.28万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $5.78万 | 0.02% | 1,027 | 541 | 111.3% | $3.05万 | 加仓 |
| CHWY | CHEWY INC | $5.78万 | 0.02% | 2,142 | -177 | -7.6% | -$4,779 | 减仓 |
| CF | CF INDUSTRIES HOLD | $5.80万 | 0.02% | 447 | 159 | 55.2% | $2.06万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5.83万 | 0.02% | 498 | -18 | -3.5% | -$2,107 | 减仓 |
| GTLB | GITLAB INC | $5.86万 | 0.02% | 2,707 | 1,386 | 104.9% | $3.00万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $5.88万 | 0.02% | 895 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $5.90万 | 0.02% | 118 | 18 | 18.0% | $8,994 | 加仓 |
| ESTC | ELASTIC N V | $5.90万 | 0.02% | 1,180 | -219 | -15.7% | -$1.09万 | 减仓 |
| NET | CLOUDFLARE INC | $5.90万 | 0.02% | 286 | 26 | 10.0% | $5,365 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5.93万 | 0.02% | 696 | 119 | 20.6% | $1.01万 | 加仓 |
| MS | MORGAN STANLEY | $5.94万 | 0.02% | 361 | 94 | 35.2% | $1.55万 | 加仓 |
| DDOG | DATADOG INC | $5.96万 | 0.02% | 505 | -137 | -21.3% | -$1.62万 | 减仓 |
| RY | ROYAL BK CDA | $6.07万 | 0.02% | 375 | 145 | 63.0% | $2.35万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6.09万 | 0.02% | 375 | 309 | 468.2% | $5.02万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $6.14万 | 0.02% | 899 | -796 | -47.0% | -$5.43万 | 减仓 |