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 |
|---|---|---|---|---|---|---|---|---|
| CHDN | CHURCHILL DOWNS INC | $5.58万 | 0.01% | 623 | 386 | 162.9% | $3.46万 | 加仓 |
| ORI | OLD REP INTL CORP | $5.61万 | 0.01% | 1,370 | -190 | -12.2% | -$7,775 | 减仓 |
| WCC | WESCO INTL INC | $5.63万 | 0.01% | 163 | 14 | 9.4% | $4,836 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $5.64万 | 0.01% | 255 | 255 | — | $5.64万 | 新建仓 |
| DOV | DOVER CORP | $5.67万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $5.69万 | 0.01% | 1,186 | 364 | 44.3% | $1.75万 | 加仓 |
| XYL | XYLEM INC | $5.70万 | 0.01% | 482 | 334 | 225.7% | $3.95万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $5.72万 | 0.01% | 635 | -73 | -10.3% | -$6,571 | 减仓 |
| GLPI | GAMING & LEISURE P | $5.74万 | 0.01% | 1,288 | 259 | 25.2% | $1.15万 | 加仓 |
| LINE | LINEAGE INC | $5.74万 | 0.01% | 1,328 | 702 | 112.1% | $3.04万 | 加仓 |
| SONY | SONY GROUP CORP | $5.75万 | 0.01% | 2,867 | 833 | 41.0% | $1.67万 | 加仓 |
| GTLB | GITLAB INC | $5.78万 | 0.01% | 1,893 | -814 | -30.1% | -$2.49万 | 减仓 |
| W | WAYFAIR INC | $5.79万 | 0.01% | 626 | 233 | 59.3% | $2.15万 | 加仓 |
| COKE | COCA COLA CONS INC | $5.80万 | 0.01% | 304 | 46 | 17.8% | $8,782 | 加仓 |
| TENB | TENABLE HLDGS INC | $5.81万 | 0.01% | 1,576 | 743 | 89.2% | $2.74万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $5.83万 | 0.01% | 3,638 | 1,057 | 41.0% | $1.69万 | 加仓 |
| EVRG | EVERGY INC | $5.83万 | 0.01% | 675 | 79 | 13.3% | $6,828 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $5.85万 | 0.01% | 1,462 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $5.85万 | 0.01% | 268 | -79 | -22.8% | -$1.73万 | 减仓 |
| OGE | OGE ENERGY CORP | $5.87万 | 0.01% | 1,206 | 879 | 268.8% | $4.28万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $5.90万 | 0.01% | 210 | 29 | 16.0% | $8,150 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $5.92万 | 0.01% | 2,020 | 938 | 86.7% | $2.75万 | 加仓 |
| ASH | ASHLAND INC | $5.92万 | 0.01% | 899 | -208 | -18.8% | -$1.37万 | 减仓 |
| RHI | ROBERT HALF INC. | $6.01万 | 0.01% | 1,957 | -482 | -19.8% | -$1.48万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $6.01万 | 0.01% | 368 | -254 | -40.8% | -$4.15万 | 减仓 |
| DOCU | DOCUSIGN INC | $6.03万 | 0.01% | 1,357 | 418 | 44.5% | $1.86万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6.03万 | 0.01% | 79 | 7 | 9.7% | $5,342 | 加仓 |
| MAS | MASCO CORP | $6.04万 | 0.01% | 742 | 201 | 37.2% | $1.64万 | 加仓 |
| BPOP | POPULAR INC | $6.04万 | 0.01% | 368 | 24 | 7.0% | $3,940 | 加仓 |
| AA | ALCOA CORP | $6.06万 | 0.01% | 1,163 | 166 | 16.6% | $8,655 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $6.08万 | 0.01% | 1,787 | -2,008 | -52.9% | -$6.83万 | 减仓 |
| DUOL | DUOLINGO INC | $6.10万 | 0.01% | 530 | 420 | 381.8% | $4.83万 | 重新持有 |
| RMBS | RAMBUS INC DEL | $6.13万 | 0.01% | 462 | -3 | -0.6% | -$398 | 减仓 |
| INVH | INVITATION HOMES INC | $6.16万 | 0.01% | 2,039 | 735 | 56.4% | $2.22万 | 加仓 |
| PPL | PPL CORP | $6.16万 | 0.01% | 1,695 | 1,438 | 559.5% | $5.23万 | 加仓 |
| ENS | ENERSYS | $6.17万 | 0.01% | 264 | 9 | 3.5% | $2,104 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $6.19万 | 0.01% | 160 | 37 | 30.1% | $1.43万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $6.23万 | 0.01% | 1,034 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $6.25万 | 0.01% | 1,249 | 136 | 12.2% | $6,805 | 加仓 |
| WELL | WELLTOWER INC | $6.26万 | 0.01% | 276 | -15 | -5.2% | -$3,405 | 减仓 |
| IT | GARTNER INC | $6.27万 | 0.01% | 484 | 46 | 10.5% | $5,963 | 加仓 |
| FRSH | FRESHWORKS INC | $6.28万 | 0.01% | 6,209 | 4,076 | 191.1% | $4.12万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6.30万 | 0.01% | 291 | 180 | 162.2% | $3.90万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $6.35万 | 0.02% | 4,719 | 2,924 | 162.9% | $3.94万 | 加仓 |
| P | EVERPURE INC | $6.38万 | 0.02% | 810 | -690 | -46.0% | -$5.44万 | 减仓 |
| SJM | SMUCKER J M CO | $6.39万 | 0.02% | 568 | 527 | 1,285.4% | $5.93万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $6.42万 | 0.02% | 2,277 | 113 | 5.2% | $3,187 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $6.43万 | 0.02% | 596 | 409 | 218.7% | $4.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $6.47万 | 0.02% | 64 | 11 | 20.8% | $1.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.50万 | 0.02% | 87 | -15 | -14.7% | -$1.12万 | 减仓 |
| IJH | ISHARES TR | $6.50万 | 0.02% | 843 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $6.51万 | 0.02% | 649 | 21 | 3.3% | $2,106 | 加仓 |
| UL | UNILEVER PLC | $6.51万 | 0.02% | 1,083 | 121 | 12.6% | $7,275 | 加仓 |
| ADBE | ADOBE INC | $6.52万 | 0.02% | 318 | -140 | -30.6% | -$2.87万 | 减仓 |
| CPAY | CORPAY INC | $6.53万 | 0.02% | 196 | 166 | 553.3% | $5.53万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $6.53万 | 0.02% | 749 | 639 | 580.9% | $5.57万 | 加仓 |
| ATI | ATI INC | $6.54万 | 0.02% | 332 | 70 | 26.7% | $1.38万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $6.56万 | 0.02% | 1,375 | 70 | 5.4% | $3,338 | 加仓 |
| MO | ALTRIA GROUP INC | $6.58万 | 0.02% | 915 | 392 | 75.0% | $2.82万 | 加仓 |
| G | GENPACT LIMITED | $6.59万 | 0.02% | 2,395 | -153 | -6.0% | -$4,208 | 减仓 |
| HDV | ISHARES TR | $6.61万 | 0.02% | 2,410 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $6.62万 | 0.02% | 983 | -29 | -2.9% | -$1,953 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $6.63万 | 0.02% | 804 | 9 | 1.1% | $742 | 加仓 |
| AGX | ARGAN INC | $6.63万 | 0.02% | 83 | -9 | -9.8% | -$7,187 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6.66万 | 0.02% | 1,573 | 1,036 | 192.9% | $4.39万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $6.67万 | 0.02% | 549 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $6.68万 | 0.02% | 187 | 79 | 73.1% | $2.82万 | 加仓 |
| BBY | BEST BUY INC | $6.70万 | 0.02% | 883 | -670 | -43.1% | -$5.08万 | 减仓 |
| STE | STERIS PLC | $6.74万 | 0.02% | 320 | 118 | 58.4% | $2.48万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $6.75万 | 0.02% | 400 | 4 | 1.0% | $675 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $6.79万 | 0.02% | 598 | -25 | -4.0% | -$2,837 | 减仓 |
| CPRT | COPART INC | $6.81万 | 0.02% | 2,415 | 307 | 14.6% | $8,654 | 加仓 |
| VPU | VANGUARD WORLD FD | $6.81万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $6.82万 | 0.02% | 587 | 162 | 38.1% | $1.88万 | 加仓 |
| KEY | KEYCORP | $6.87万 | 0.02% | 2,981 | 730 | 32.4% | $1.68万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $6.87万 | 0.02% | 937 | -90 | -8.8% | -$6,602 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $6.89万 | 0.02% | 202 | -109 | -35.0% | -$3.72万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $6.89万 | 0.02% | 1,443 | 87 | 6.4% | $4,153 | 加仓 |
| IVW | ISHARES TR | $6.89万 | 0.02% | 501 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $6.90万 | 0.02% | 2,925 | 650 | 28.6% | $1.53万 | 加仓 |
| DHR | DANAHER CORP DEL | $6.97万 | 0.02% | 366 | -686 | -65.2% | -$13.07万 | 减仓 |
| JBL | JABIL INC | $7.02万 | 0.02% | 182 | 74 | 68.5% | $2.85万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $7.10万 | 0.02% | 2,117 | 803 | 61.1% | $2.69万 | 加仓 |
| COO | COOPER COS INC | $7.10万 | 0.02% | 990 | 74 | 8.1% | $5,307 | 加仓 |
| KMX | CARMAX INC | $7.12万 | 0.02% | 1,347 | -221 | -14.1% | -$1.17万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $7.19万 | 0.02% | 875 | 807 | 1,186.8% | $6.63万 | 加仓 |
| NOW | SERVICENOW INC | $7.20万 | 0.02% | 725 | -325 | -31.0% | -$3.23万 | 减仓 |
| MMM | 3M CO | $7.21万 | 0.02% | 445 | -362 | -44.9% | -$5.86万 | 减仓 |
| RPM | RPM INTL INC | $7.26万 | 0.02% | 653 | 135 | 26.1% | $1.50万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $7.26万 | 0.02% | 388 | -171 | -30.6% | -$3.20万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $7.27万 | 0.02% | 1,908 | 1,593 | 505.7% | $6.07万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $7.32万 | 0.02% | 251 | 106 | 73.1% | $3.09万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $7.35万 | 0.02% | 1,591 | -142 | -8.2% | -$6,559 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $7.35万 | 0.02% | 1,702 | -625 | -26.9% | -$2.70万 | 减仓 |
| FNB | F N B CORP | $7.37万 | 0.02% | 3,865 | 1,475 | 61.7% | $2.81万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $7.40万 | 0.02% | 5,052 | 346 | 7.4% | $5,069 | 加仓 |
| WMB | WILLIAMS COS INC | $7.42万 | 0.02% | 998 | -65 | -6.1% | -$4,832 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $7.46万 | 0.02% | 919 | 859 | 1,431.7% | $6.97万 | 加仓 |
| HRB | BLOCK H & R INC | $7.46万 | 0.02% | 1,959 | 1,294 | 194.6% | $4.93万 | 加仓 |
| GAP | GAP INC | $7.47万 | 0.02% | 3,997 | -119 | -2.9% | -$2,223 | 减仓 |