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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | $4.37万 | 0.01% | 364 | -7 | -1.9% | -$841 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $4.37万 | 0.01% | 216 | 28 | 14.9% | $5,671 | 加仓 |
| KD | KYNDRYL HLDGS INC | $4.37万 | 0.01% | 3,868 | 2,807 | 264.6% | $3.17万 | 加仓 |
| NFLX | NETFLIX INC. | $4.38万 | 0.01% | 613 | -477 | -43.8% | -$3.41万 | 减仓 |
| EBAY | EBAY INC. | $4.38万 | 0.01% | 392 | 80 | 25.6% | $8,940 | 加仓 |
| ONTO | ONTO INNOVATION INC | $4.39万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $4.39万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4.40万 | 0.01% | 130 | 50 | 62.5% | $1.69万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $4.41万 | 0.01% | 213 | 100 | 88.5% | $2.07万 | 加仓 |
| NDSN | NORDSON CORP | $4.43万 | 0.01% | 147 | 51 | 53.1% | $1.54万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $4.44万 | 0.01% | 5,070 | 4,880 | 2,568.4% | $4.27万 | 加仓 |
| ALLY | ALLY FINL INC | $4.44万 | 0.01% | 966 | 228 | 30.9% | $1.05万 | 加仓 |
| YUM | YUM BRANDS INC | $4.44万 | 0.01% | 278 | 106 | 61.6% | $1.69万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4.45万 | 0.01% | 987 | 44 | 4.7% | $1,985 | 加仓 |
| NOBL | PROSHARES TR | $4.49万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC | $4.50万 | 0.01% | 3,160 | 795 | 33.6% | $1.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4.51万 | 0.01% | 523 | -161 | -23.5% | -$1.39万 | 减仓 |
| UBS | UBS GROUP AG | $4.51万 | 0.01% | 910 | 4 | 0.4% | $198 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $4.52万 | 0.01% | 395 | -165 | -29.5% | -$1.89万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $4.52万 | 0.01% | 126 | 29 | 29.9% | $1.04万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $4.53万 | 0.01% | 869 | 708 | 439.8% | $3.69万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $4.54万 | 0.01% | 170 | 25 | 17.2% | $6,684 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $4.57万 | 0.01% | 823 | 28 | 3.5% | $1,554 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $4.58万 | 0.01% | 187 | 5 | 2.7% | $1,224 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $4.59万 | 0.01% | 973 | 212 | 27.9% | $9,998 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $4.59万 | 0.01% | 677 | 55 | 8.8% | $3,729 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $4.60万 | 0.01% | 529 | 311 | 142.7% | $2.70万 | 重新持有 |
| AOS | SMITH A O CORP | $4.60万 | 0.01% | 734 | 188 | 34.4% | $1.18万 | 加仓 |
| UGI | UGI CORP NEW | $4.62万 | 0.01% | 1,337 | 776 | 138.3% | $2.68万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $4.62万 | 0.01% | 620 | 252 | 68.5% | $1.88万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $4.63万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4.64万 | 0.01% | 225 | 75 | 50.0% | $1.55万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $4.65万 | 0.01% | 602 | 430 | 250.0% | $3.32万 | 加仓 |
| HON | HONEYWELL INTL INC | $4.66万 | 0.01% | 208 | -455 | -68.6% | -$10.19万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $4.66万 | 0.01% | 506 | 157 | 45.0% | $1.45万 | 加仓 |
| RMD | RESMED INC | $4.68万 | 0.01% | 240 | 157 | 189.2% | $3.06万 | 加仓 |
| TFC | TRUIST FINL CORP | $4.69万 | 0.01% | 941 | 332 | 54.5% | $1.65万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $4.69万 | 0.01% | 59 | -2 | -3.3% | -$1,590 | 减仓 |
| BXP | BXP INC | $4.70万 | 0.01% | 709 | 703 | 11,716.7% | $4.66万 | 加仓 |
| COHU | COHU INC | $4.71万 | 0.01% | 637 | -25 | -3.8% | -$1,848 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $4.71万 | 0.01% | 312 | 312 | — | $4.71万 | 新建仓 |
| EPR | EPR PPTYS | $4.72万 | 0.01% | 813 | 118 | 17.0% | $6,845 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $4.73万 | 0.01% | 633 | 181 | 40.0% | $1.35万 | 加仓 |
| WPC | WP CAREY INC | $4.75万 | 0.01% | 664 | 53 | 8.7% | $3,790 | 加仓 |
| YETI | YETI HLDGS INC | $4.80万 | 0.01% | 968 | 66 | 7.3% | $3,271 | 加仓 |
| GPC | GENUINE PARTS CO | $4.80万 | 0.01% | 407 | 93 | 29.6% | $1.10万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $4.80万 | 0.01% | 351 | -34 | -8.8% | -$4,652 | 减仓 |
| BYD | BOYD GAMING CORP | $4.84万 | 0.01% | 548 | -47 | -7.9% | -$4,152 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $4.85万 | 0.01% | 1,642 | 321 | 24.3% | $9,482 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $4.86万 | 0.01% | 416 | 79 | 23.4% | $9,225 | 加仓 |
| MORN | MORNINGSTAR INC | $4.87万 | 0.01% | 312 | 215 | 221.6% | $3.35万 | 加仓 |
| VICR | VICOR CORP | $4.90万 | 0.01% | 129 | 43 | 50.0% | $1.63万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $4.90万 | 0.01% | 453 | 6 | 1.3% | $650 | 加仓 |
| SNA | SNAP ON INC | $4.91万 | 0.01% | 122 | 25 | 25.8% | $1.01万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $4.91万 | 0.01% | 899 | 144 | 19.1% | $7,865 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $4.94万 | 0.01% | 1,144 | 218 | 23.5% | $9,413 | 加仓 |
| HUBS | HUBSPOT INC | $4.96万 | 0.01% | 272 | 77 | 39.5% | $1.41万 | 加仓 |
| ATR | APTARGROUP INC | $4.97万 | 0.01% | 397 | 178 | 81.3% | $2.23万 | 加仓 |
| VGT | VANGUARD WORLD FD | $4.97万 | 0.01% | 416 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $4.99万 | 0.01% | 232 | 146 | 169.8% | $3.14万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $4.99万 | 0.01% | 515 | 481 | 1,414.7% | $4.66万 | 加仓 |
| INTU | INTUIT | $5.01万 | 0.01% | 192 | 86 | 81.1% | $2.24万 | 加仓 |
| PKG | PACKAGING CORP AMER | $5.03万 | 0.01% | 211 | -42 | -16.6% | -$1.00万 | 减仓 |
| HQY | HEALTHEQUITY INC | $5.04万 | 0.01% | 558 | 317 | 131.5% | $2.86万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5.06万 | 0.01% | 174 | 104 | 148.6% | $3.02万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.08万 | 0.01% | 227 | 64 | 39.3% | $1.43万 | 加仓 |
| TDC | TERADATA CORP DEL | $5.12万 | 0.01% | 1,479 | 810 | 121.1% | $2.81万 | 加仓 |
| DRS | LEONARDO DRS INC | $5.14万 | 0.01% | 1,204 | 329 | 37.6% | $1.40万 | 加仓 |
| CSX | CSX CORP | $5.14万 | 0.01% | 1,081 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $5.14万 | 0.01% | 303 | 35 | 13.1% | $5,936 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5.14万 | 0.01% | 456 | -42 | -8.4% | -$4,735 | 减仓 |
| TXN | TEXAS INSTRS INC | $5.15万 | 0.01% | 173 | 72 | 71.3% | $2.14万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $5.17万 | 0.01% | 560 | 90 | 19.1% | $8,304 | 加仓 |
| LKQ | LKQ CORP | $5.17万 | 0.01% | 1,964 | 1,770 | 912.4% | $4.66万 | 加仓 |
| PBF | PBF ENERGY INC | $5.20万 | 0.01% | 1,143 | 627 | 121.5% | $2.85万 | 加仓 |
| BX | BLACKSTONE INC | $5.24万 | 0.01% | 445 | 242 | 119.2% | $2.85万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $5.25万 | 0.01% | 103 | 41 | 66.1% | $2.09万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $5.25万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $5.27万 | 0.01% | 1,006 | 55 | 5.8% | $2,883 | 加仓 |
| UNP | UNION PAC CORP | $5.28万 | 0.01% | 194 | 18 | 10.2% | $4,896 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $5.28万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $5.29万 | 0.01% | 494 | -495 | -50.1% | -$5.30万 | 减仓 |
| CLH | CLEAN HARBORS INC | $5.29万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $5.30万 | 0.01% | 243 | -366 | -60.1% | -$7.98万 | 减仓 |
| FLEX | FLEX LTD | $5.32万 | 0.01% | 328 | 2 | 0.6% | $324 | 加仓 |
| MET | METLIFE INC | $5.32万 | 0.01% | 629 | 401 | 175.9% | $3.39万 | 加仓 |
| VLO | VALERO ENERGY CORP | $5.37万 | 0.01% | 206 | 81 | 64.8% | $2.11万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $5.40万 | 0.01% | 357 | -158 | -30.7% | -$2.39万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $5.40万 | 0.01% | 781 | 403 | 106.6% | $2.79万 | 加仓 |
| KRC | KILROY REALTY CORP | $5.44万 | 0.01% | 1,453 | 976 | 204.6% | $3.66万 | 加仓 |
| ESTC | ELASTIC N V | $5.45万 | 0.01% | 956 | -224 | -19.0% | -$1.28万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $5.48万 | 0.01% | 957 | -695 | -42.1% | -$3.98万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $5.50万 | 0.01% | 887 | 301 | 51.4% | $1.87万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $5.51万 | 0.01% | 3,109 | 2,648 | 574.4% | $4.69万 | 加仓 |
| CNH | CNH INDL N V | $5.52万 | 0.01% | 4,911 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $5.52万 | 0.01% | 148 | 76 | 105.6% | $2.83万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5.52万 | 0.01% | 1,224 | 198 | 19.3% | $8,932 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.53万 | 0.01% | 9,478 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5.55万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS | $5.56万 | 0.01% | 1,645 | 345 | 26.5% | $1.17万 | 加仓 |