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 |
|---|---|---|---|---|---|---|---|---|
| AME | AMETEK INC | $8.75万 | 0.02% | 408 | 82 | 25.2% | $1.76万 | 加仓 |
| TTC | TORO CO | $8.79万 | 0.02% | 941 | 257 | 37.6% | $2.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $8.81万 | 0.02% | 426 | 128 | 43.0% | $2.65万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $8.82万 | 0.02% | 1,297 | 209 | 19.2% | $1.42万 | 加仓 |
| P | EVERPURE INC | $8.86万 | 0.02% | 1,500 | 528 | 54.3% | $3.12万 | 加仓 |
| BA | BOEING CO | $8.90万 | 0.02% | 447 | 149 | 50.0% | $2.97万 | 加仓 |
| IWP | ISHARES TR | $8.97万 | 0.02% | 700 | 700 | — | $8.97万 | 新建仓 |
| WFC | WELLS FARGO & CO | $9.02万 | 0.03% | 1,133 | 620 | 120.9% | $4.94万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $9.03万 | 0.03% | 690 | 572 | 484.7% | $7.49万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $9.07万 | 0.03% | 5,112 | 5,112 | — | $9.07万 | 新建仓 |
| EQIX | EQUINIX INC | $9.12万 | 0.03% | 93 | 70 | 304.3% | $6.86万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $9.12万 | 0.03% | 240 | 19 | 8.6% | $7,218 | 加仓 |
| AN | AUTONATION INC | $9.14万 | 0.03% | 468 | 83 | 21.6% | $1.62万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $9.16万 | 0.03% | 2,733 | 481 | 21.4% | $1.61万 | 加仓 |
| RBLX | ROBLOX CORP | $9.28万 | 0.03% | 1,641 | -818 | -33.3% | -$4.63万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $9.33万 | 0.03% | 1,652 | 384 | 30.3% | $2.17万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $9.34万 | 0.03% | 1,733 | -646 | -27.2% | -$3.48万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $9.37万 | 0.03% | 158 | -80 | -33.6% | -$4.74万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $9.40万 | 0.03% | 1,830 | 83 | 4.8% | $4,264 | 加仓 |
| ES | EVERSOURCE ENERGY | $9.42万 | 0.03% | 1,360 | 115 | 9.2% | $7,967 | 加仓 |
| G | GENPACT LIMITED | $9.49万 | 0.03% | 2,548 | 95 | 3.9% | $3,539 | 加仓 |
| ROST | ROSS STORES INC | $9.53万 | 0.03% | 440 | 142 | 47.7% | $3.08万 | 加仓 |
| RGLD | ROYAL GOLD INC | $9.77万 | 0.03% | 384 | 3 | 0.8% | $763 | 加仓 |
| MCO | MOODYS CORP | $9.90万 | 0.03% | 227 | 185 | 440.5% | $8.07万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $9.90万 | 0.03% | 1,712 | 41 | 2.5% | $2,372 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $9.91万 | 0.03% | 326 | 76 | 30.4% | $2.31万 | 加仓 |
| GAP | GAP INC | $9.96万 | 0.03% | 4,116 | 453 | 12.4% | $1.10万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $9.97万 | 0.03% | 1,322 | -252 | -16.0% | -$1.90万 | 减仓 |
| BBY | BEST BUY INC | $9.97万 | 0.03% | 1,553 | -495 | -24.2% | -$3.18万 | 减仓 |
| V | VISA INC | $10.09万 | 0.03% | 334 | 236 | 240.8% | $7.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $10.10万 | 0.03% | 169 | 131 | 344.7% | $7.83万 | 加仓 |
| NVS | NOVARTIS AG | $10.11万 | 0.03% | 662 | 166 | 33.5% | $2.54万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $10.12万 | 0.03% | 3,524 | 1,806 | 105.1% | $5.19万 | 加仓 |
| MCK | MCKESSON CORP | $10.12万 | 0.03% | 117 | 6 | 5.4% | $5,192 | 加仓 |
| VEEV | VEEVA SYS INC | $10.14万 | 0.03% | 577 | 216 | 59.8% | $3.79万 | 加仓 |
| — | EXXON MOBIL CORP | $10.18万 | 0.03% | 600 | 160 | 36.4% | $2.71万 | 加仓 |
| TXG | 10X GENOMICS INC | $10.22万 | 0.03% | 4,812 | 203 | 4.4% | $4,310 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $10.28万 | 0.03% | 623 | -64 | -9.3% | -$1.06万 | 减仓 |
| CSCO | CISCO SYS INC | $10.31万 | 0.03% | 1,329 | 119 | 9.8% | $9,233 | 加仓 |
| QDF | FLEXSHARES TR | $10.35万 | 0.03% | 1,308 | 1,308 | — | $10.35万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $10.36万 | 0.03% | 873 | 139 | 18.9% | $1.65万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $10.37万 | 0.03% | 216 | -48 | -18.2% | -$2.30万 | 减仓 |
| CRH | CRH PLC | $10.40万 | 0.03% | 989 | 212 | 27.3% | $2.23万 | 加仓 |
| EME | EMCOR GROUP INC | $10.41万 | 0.03% | 141 | 43 | 43.9% | $3.17万 | 加仓 |
| NFLX | NETFLIX INC. | $10.48万 | 0.03% | 1,090 | 526 | 93.3% | $5.06万 | 加仓 |
| ECL | ECOLAB INC | $10.48万 | 0.03% | 394 | -31 | -7.3% | -$8,247 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $10.53万 | 0.03% | 2,327 | 250 | 12.0% | $1.13万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $10.55万 | 0.03% | 559 | -58 | -9.4% | -$1.09万 | 减仓 |
| ADI | ANALOG DEVICES INC | $10.56万 | 0.03% | 332 | 35 | 11.8% | $1.11万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $10.59万 | 0.03% | 1,531 | 5 | 0.3% | $346 | 加仓 |
| HAL | HALLIBURTON CO | $10.61万 | 0.03% | 2,720 | 286 | 11.8% | $1.12万 | 加仓 |
| IQV | IQVIA HLDGS INC | $10.68万 | 0.03% | 626 | -121 | -16.2% | -$2.06万 | 减仓 |
| IRM | IRON MTN INC DEL | $10.71万 | 0.03% | 1,049 | 333 | 46.5% | $3.40万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $10.77万 | 0.03% | 652 | 268 | 69.8% | $4.43万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $10.84万 | 0.03% | 1,665 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $10.96万 | 0.03% | 367 | 117 | 46.8% | $3.49万 | 加仓 |
| NOW | SERVICENOW INC | $10.98万 | 0.03% | 1,050 | 409 | 63.8% | $4.28万 | 加仓 |
| CCL | CARNIVAL CORP | $11.00万 | 0.03% | 4,251 | 2,799 | 192.8% | $7.24万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $11.04万 | 0.03% | 1,089 | 121 | 12.5% | $1.23万 | 加仓 |
| BWA | BORGWARNER INC | $11.12万 | 0.03% | 2,050 | 14 | 0.7% | $760 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $11.13万 | 0.03% | 1,511 | 155 | 11.4% | $1.14万 | 加仓 |
| ADBE | ADOBE INC | $11.13万 | 0.03% | 458 | -5 | -1.1% | -$1,215 | 减仓 |
| ROKU | ROKU INC | $11.20万 | 0.03% | 1,184 | 50 | 4.4% | $4,731 | 加仓 |
| ITT | ITT INC | $11.30万 | 0.03% | 593 | 421 | 244.8% | $8.02万 | 加仓 |
| NTNX | NUTANIX INC | $11.30万 | 0.03% | 2,973 | 1,741 | 141.3% | $6.62万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $11.47万 | 0.03% | 1,332 | 1,332 | — | $11.47万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $11.59万 | 0.03% | 5,361 | 1,413 | 35.8% | $3.05万 | 加仓 |
| DOW | DOW HLDGS INC | $11.65万 | 0.03% | 2,798 | 2,482 | 785.4% | $10.34万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $11.67万 | 0.03% | 1,795 | 1,593 | 788.6% | $10.35万 | 加仓 |
| MMM | 3M CO | $11.72万 | 0.03% | 807 | 89 | 12.4% | $1.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $11.73万 | 0.03% | 1,649 | -285 | -14.7% | -$2.03万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $11.87万 | 0.03% | 2,600 | 2,440 | 1,525.0% | $11.14万 | 重新持有 |
| RTX | RTX CORPORATION | $11.90万 | 0.03% | 617 | -72 | -10.4% | -$1.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $11.95万 | 0.03% | 609 | 257 | 73.0% | $5.04万 | 加仓 |
| EFX | EQUIFAX INC | $11.99万 | 0.03% | 666 | 518 | 350.0% | $9.33万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $12.15万 | 0.03% | 3,795 | -86 | -2.2% | -$2,753 | 减仓 |
| WAB | WABTEC | $12.27万 | 0.03% | 491 | 31 | 6.7% | $7,747 | 加仓 |
| VOE | VANGUARD INDEX FDS | $12.31万 | 0.03% | 668 | 668 | — | $12.31万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $12.32万 | 0.03% | 379 | 321 | 553.4% | $10.43万 | 加仓 |
| BALL | BALL CORP | $12.40万 | 0.03% | 2,098 | 516 | 32.6% | $3.05万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $12.57万 | 0.03% | 902 | 183 | 25.5% | $2.55万 | 加仓 |
| USFD | US FOODS HLDG CORP | $12.72万 | 0.04% | 1,380 | 31 | 2.3% | $2,859 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $12.78万 | 0.04% | 510 | 273 | 115.2% | $6.84万 | 加仓 |
| ASML | ASML HLDG NV | $12.81万 | 0.04% | 97 | 22 | 29.3% | $2.91万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $12.90万 | 0.04% | 617 | 124 | 25.2% | $2.59万 | 加仓 |
| EXEL | EXELIXIS INC | $12.96万 | 0.04% | 3,021 | -97 | -3.1% | -$4,160 | 减仓 |
| MDB | MONGODB INC | $12.97万 | 0.04% | 530 | 111 | 26.5% | $2.72万 | 加仓 |
| MLI | MUELLER INDS INC | $12.97万 | 0.04% | 1,171 | 262 | 28.8% | $2.90万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $13.03万 | 0.04% | 794 | 32 | 4.2% | $5,252 | 加仓 |
| IJR | ISHARES TR | $13.40万 | 0.04% | 1,078 | 1,044 | 3,070.6% | $12.98万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $13.45万 | 0.04% | 4,381 | 1,568 | 55.7% | $4.82万 | 加仓 |
| DG | DOLLAR GEN CORP | $13.62万 | 0.04% | 1,147 | 13 | 1.1% | $1,543 | 加仓 |
| GLD | SPDR GOLD TR | $13.64万 | 0.04% | 317 | 261 | 466.1% | $11.23万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $13.66万 | 0.04% | 1,041 | -39 | -3.6% | -$5,119 | 减仓 |
| ABBV | ABBVIE INC | $13.80万 | 0.04% | 634 | 112 | 21.5% | $2.44万 | 加仓 |
| TER | TERADYNE INC | $13.84万 | 0.04% | 467 | 256 | 121.3% | $7.59万 | 加仓 |
| DIS | DISNEY WALT CO | $13.88万 | 0.04% | 1,440 | 333 | 30.1% | $3.21万 | 加仓 |
| SNDK | SANDISK CORP | $14.10万 | 0.04% | 222 | -134 | -37.6% | -$8.51万 | 减仓 |
| CCK | CROWN HLDGS INC | $14.17万 | 0.04% | 1,413 | 6 | 0.4% | $602 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $14.22万 | 0.04% | 586 | 171 | 41.2% | $4.15万 | 加仓 |