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 |
|---|---|---|---|---|---|---|---|---|
| DASH | DOORDASH INC | $6.14万 | 0.02% | 409 | 186 | 83.4% | $2.79万 | 加仓 |
| ASH | ASHLAND INC | $6.16万 | 0.02% | 1,107 | -78 | -6.6% | -$4,338 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6.16万 | 0.02% | 600 | 204 | 51.5% | $2.09万 | 加仓 |
| NWG | NATWEST GROUP PLC | $6.16万 | 0.02% | 4,135 | 692 | 20.1% | $1.03万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $6.17万 | 0.02% | 505 | 170 | 50.7% | $2.08万 | 加仓 |
| MDT | MEDTRONIC PLC | $6.19万 | 0.02% | 714 | -120 | -14.4% | -$1.04万 | 减仓 |
| RHI | ROBERT HALF INC. | $6.20万 | 0.02% | 2,439 | 515 | 26.8% | $1.31万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $6.21万 | 0.02% | 1,850 | 1,850 | — | $6.21万 | 新建仓 |
| ORI | OLD REP INTL CORP | $6.22万 | 0.02% | 1,560 | 10 | 0.6% | $399 | 加仓 |
| AON | AON PLC | $6.26万 | 0.02% | 194 | 128 | 193.9% | $4.13万 | 加仓 |
| BLK | BLACKROCK INC | $6.35万 | 0.02% | 66 | 57 | 633.3% | $5.48万 | 加仓 |
| DXCM | DEXCOM INC | $6.36万 | 0.02% | 1,012 | 17 | 1.7% | $1,068 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6.38万 | 0.02% | 323 | 181 | 127.5% | $3.57万 | 加仓 |
| KO | COCA COLA CO | $6.41万 | 0.02% | 843 | 434 | 106.1% | $3.30万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $6.46万 | 0.02% | 359 | 29 | 8.8% | $5,220 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $6.47万 | 0.02% | 708 | 497 | 235.5% | $4.54万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $6.49万 | 0.02% | 573 | 52 | 10.0% | $5,885 | 加仓 |
| KMX | CARMAX INC | $6.52万 | 0.02% | 1,568 | 661 | 72.9% | $2.75万 | 加仓 |
| TGT | TARGET CORP | $6.52万 | 0.02% | 538 | 183 | 51.5% | $2.22万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $6.53万 | 0.02% | 3,409 | 565 | 19.9% | $1.08万 | 加仓 |
| HDV | ISHARES TR | $6.54万 | 0.02% | 482 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $6.55万 | 0.02% | 916 | 454 | 98.3% | $3.25万 | 加仓 |
| ADT | ADT INC DEL | $6.60万 | 0.02% | 10,039 | -3,772 | -27.3% | -$2.48万 | 减仓 |
| AA | ALCOA CORP | $6.61万 | 0.02% | 997 | 235 | 30.8% | $1.56万 | 加仓 |
| SAN | BANCO SANTANDER SA | $6.63万 | 0.02% | 5,877 | 3,299 | 128.0% | $3.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.63万 | 0.02% | 102 | 8 | 8.5% | $5,203 | 加仓 |
| LIN | LINDE PLC | $6.64万 | 0.02% | 134 | 109 | 436.0% | $5.40万 | 加仓 |
| APP | APPLOVIN CORP | $6.73万 | 0.02% | 169 | -9 | -5.1% | -$3,585 | 减仓 |
| AMAT | APPLIED MATLS INC | $6.77万 | 0.02% | 198 | 12 | 6.5% | $4,102 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $6.79万 | 0.02% | 396 | 8 | 2.1% | $1,371 | 加仓 |
| ALL | ALLSTATE CORP | $6.80万 | 0.02% | 328 | 282 | 613.0% | $5.85万 | 加仓 |
| SF | STIFEL FINL CORP | $6.82万 | 0.02% | 922 | 217 | 30.8% | $1.60万 | 加仓 |
| IAUM | ISHARES GOLD TR | $6.83万 | 0.02% | 1,462 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $6.86万 | 0.02% | 2,823 | 543 | 23.8% | $1.32万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $6.86万 | 0.02% | 336 | -9 | -2.6% | -$1,837 | 减仓 |
| PGR | PROGRESSIVE CORP | $6.88万 | 0.02% | 347 | -75 | -17.8% | -$1.49万 | 减仓 |
| VPU | VANGUARD WORLD FD | $6.90万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $6.94万 | 0.02% | 438 | 19 | 4.5% | $3,008 | 加仓 |
| S | SENTINELONE INC | $6.94万 | 0.02% | 5,392 | 4,495 | 501.1% | $5.79万 | 加仓 |
| INGR | INGREDION INC | $6.95万 | 0.02% | 617 | 73 | 13.4% | $8,224 | 加仓 |
| CPRT | COPART INC | $7.00万 | 0.02% | 2,108 | 1,301 | 161.2% | $4.32万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $7.01万 | 0.02% | 1,044 | 99 | 10.5% | $6,651 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $7.05万 | 0.02% | 2,546 | 835 | 48.8% | $2.31万 | 加仓 |
| AMGN | AMGEN INC | $7.07万 | 0.02% | 201 | 32 | 18.9% | $1.13万 | 加仓 |
| PODD | INSULET CORP | $7.09万 | 0.02% | 338 | 269 | 389.9% | $5.64万 | 加仓 |
| VFC | V F CORP | $7.10万 | 0.02% | 4,177 | 2,567 | 159.4% | $4.36万 | 加仓 |
| XEL | XCEL ENERGY INC | $7.13万 | 0.02% | 897 | 13 | 1.5% | $1,033 | 加仓 |
| WWD | WOODWARD INC | $7.16万 | 0.02% | 200 | 37 | 22.7% | $1.32万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $7.18万 | 0.02% | 622 | 28 | 4.7% | $3,231 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $7.21万 | 0.02% | 1,503 | 443 | 41.8% | $2.13万 | 加仓 |
| GIS | GENERAL MILLS INC | $7.23万 | 0.02% | 1,943 | 721 | 59.0% | $2.68万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $7.28万 | 0.02% | 547 | -66 | -10.8% | -$8,786 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $7.37万 | 0.02% | 642 | -12 | -1.8% | -$1,378 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7.40万 | 0.02% | 1,020 | 67 | 7.0% | $4,861 | 加仓 |
| THG | HANOVER INS GROUP INC | $7.42万 | 0.02% | 428 | 58 | 15.7% | $1.01万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $7.42万 | 0.02% | 900 | 120 | 15.4% | $9,899 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $7.43万 | 0.02% | 263 | 68 | 34.9% | $1.92万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $7.44万 | 0.02% | 1,586 | 1,302 | 458.5% | $6.11万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $7.45万 | 0.02% | 560 | 361 | 181.4% | $4.81万 | 加仓 |
| PAYX | PAYCHEX INC | $7.54万 | 0.02% | 818 | 795 | 3,456.5% | $7.32万 | 加仓 |
| NWSA | NEWS CORP NEW | $7.55万 | 0.02% | 3,027 | 927 | 44.1% | $2.31万 | 加仓 |
| CI | THE CIGNA GROUP | $7.55万 | 0.02% | 283 | 125 | 79.1% | $3.33万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $7.57万 | 0.02% | 798 | 115 | 16.8% | $1.09万 | 加仓 |
| CGNX | COGNEX CORP | $7.58万 | 0.02% | 1,547 | -49 | -3.1% | -$2,401 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $7.62万 | 0.02% | 4,489 | 1,287 | 40.2% | $2.18万 | 加仓 |
| SYK | STRYKER CORPORATION | $7.62万 | 0.02% | 232 | 201 | 648.4% | $6.60万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $7.65万 | 0.02% | 1,802 | 524 | 41.0% | $2.22万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $7.66万 | 0.02% | 605 | 5 | 0.8% | $633 | 加仓 |
| EOG | EOG RES INC | $7.68万 | 0.02% | 531 | 483 | 1,006.2% | $6.98万 | 加仓 |
| MSCI | MSCI INC | $7.71万 | 0.02% | 143 | 88 | 160.0% | $4.74万 | 加仓 |
| HD | HOME DEPOT INC | $7.73万 | 0.02% | 235 | 40 | 20.5% | $1.32万 | 加仓 |
| ADSK | AUTODESK INC | $7.73万 | 0.02% | 323 | -366 | -53.1% | -$8.76万 | 减仓 |
| WMB | WILLIAMS COS INC | $7.74万 | 0.02% | 1,063 | 248 | 30.4% | $1.80万 | 加仓 |
| USB | US BANCORP | $7.92万 | 0.02% | 1,523 | 153 | 11.2% | $7,958 | 加仓 |
| BHP | BHP BILLITON LIMITED | $7.92万 | 0.02% | 1,089 | 290 | 36.3% | $2.11万 | 加仓 |
| OEF | ISHARES TR | $7.95万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $7.97万 | 0.02% | 726 | 552 | 317.2% | $6.06万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $8.02万 | 0.02% | 3,522 | 1,078 | 44.1% | $2.45万 | 加仓 |
| GL | GLOBE LIFE INC | $8.04万 | 0.02% | 578 | 64 | 12.5% | $8,907 | 加仓 |
| TXT | TEXTRON INC | $8.05万 | 0.02% | 919 | 99 | 12.1% | $8,668 | 加仓 |
| BDX | BECTON DICKINSON & CO | $8.10万 | 0.02% | 515 | -6 | -1.2% | -$943 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $8.10万 | 0.02% | 759 | 129 | 20.5% | $1.38万 | 加仓 |
| WM | WASTE MGMT INC DEL | $8.11万 | 0.02% | 353 | 132 | 59.7% | $3.03万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $8.22万 | 0.02% | 229 | 190 | 487.2% | $6.82万 | 加仓 |
| PEN | PENUMBRA INC | $8.24万 | 0.02% | 251 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $8.28万 | 0.02% | 658 | 145 | 28.3% | $1.82万 | 加仓 |
| MHK | MOHAWK INDS INC | $8.34万 | 0.02% | 847 | 179 | 26.8% | $1.76万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $8.36万 | 0.02% | 578 | 25 | 4.5% | $3,616 | 加仓 |
| CVS | CVS HEALTH CORP | $8.37万 | 0.02% | 1,165 | 129 | 12.5% | $9,265 | 加仓 |
| NDAQ | NASDAQ INC | $8.40万 | 0.02% | 989 | -66 | -6.3% | -$5,603 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $8.41万 | 0.02% | 1,661 | 1,661 | — | $8.41万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $8.48万 | 0.02% | 1,154 | 569 | 97.3% | $4.18万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8.50万 | 0.02% | 1,355 | 1,164 | 609.4% | $7.30万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $8.51万 | 0.02% | 1,859 | 115 | 6.6% | $5,267 | 加仓 |
| NVT | NVENT ELEC PLC | $8.61万 | 0.02% | 728 | 287 | 65.1% | $3.39万 | 加仓 |
| OMC | OMNICOM GROUP INC | $8.62万 | 0.02% | 1,144 | 470 | 69.7% | $3.54万 | 加仓 |
| TW | TRADEWEB MKTS INC | $8.64万 | 0.02% | 734 | 92 | 14.3% | $1.08万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $8.69万 | 0.02% | 652 | 630 | 2,863.6% | $8.40万 | 加仓 |
| TRMB | TRIMBLE INC | $8.73万 | 0.02% | 1,338 | -131 | -8.9% | -$8,545 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $8.74万 | 0.02% | 1,085 | 149 | 15.9% | $1.20万 | 加仓 |