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 |
|---|---|---|---|---|---|---|---|---|
| NWG | NATWEST GROUP PLC | $7.49万 | 0.02% | 4,247 | 112 | 2.7% | $1,975 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $7.50万 | 0.02% | 2,365 | -10,146 | -81.1% | -$32.17万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $7.51万 | 0.02% | 798 | 433 | 118.6% | $4.08万 | 加仓 |
| AMGN | AMGEN INC | $7.53万 | 0.02% | 208 | 7 | 3.5% | $2,535 | 加仓 |
| ALL | ALLSTATE CORP | $7.54万 | 0.02% | 317 | -11 | -3.4% | -$2,617 | 减仓 |
| NVS | NOVARTIS AG | $7.60万 | 0.02% | 485 | -177 | -26.7% | -$2.77万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $7.64万 | 0.02% | 549 | 2 | 0.4% | $279 | 加仓 |
| ETSY | ETSY INC | $7.65万 | 0.02% | 1,015 | -24 | -2.3% | -$1,808 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $7.68万 | 0.02% | 1,010 | -287 | -22.1% | -$2.18万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $7.69万 | 0.02% | 335 | -24 | -6.7% | -$5,507 | 减仓 |
| GLD | SPDR GOLD TR | $7.70万 | 0.02% | 209 | -108 | -34.1% | -$3.98万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $7.71万 | 0.02% | 320 | 120 | 60.0% | $2.89万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $7.72万 | 0.02% | 90 | 24 | 36.4% | $2.06万 | 加仓 |
| WM | WASTE MGMT INC DEL | $7.75万 | 0.02% | 348 | -5 | -1.4% | -$1,114 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $7.76万 | 0.02% | 1,062 | 18 | 1.7% | $1,315 | 加仓 |
| RY | ROYAL BK CDA | $7.76万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $7.78万 | 0.02% | 1,368 | 119 | 9.5% | $6,771 | 加仓 |
| VFC | V F CORP | $7.79万 | 0.02% | 4,671 | 494 | 11.8% | $8,240 | 加仓 |
| BCS | BARCLAYS PLC | $7.79万 | 0.02% | 2,901 | 245 | 9.2% | $6,581 | 加仓 |
| XEL | XCEL ENERGY INC | $7.85万 | 0.02% | 978 | 81 | 9.0% | $6,504 | 加仓 |
| RGLD | ROYAL GOLD INC | $7.86万 | 0.02% | 394 | 10 | 2.6% | $1,996 | 加仓 |
| BIIB | BIOGEN INC | $7.89万 | 0.02% | 365 | 60 | 19.7% | $1.30万 | 加仓 |
| TGT | TARGET CORP | $7.89万 | 0.02% | 604 | 66 | 12.3% | $8,620 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $7.90万 | 0.02% | 635 | 374 | 143.3% | $4.65万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $7.99万 | 0.02% | 774 | -24 | -3.0% | -$2,478 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $8.00万 | 0.02% | 2,501 | -232 | -8.5% | -$7,417 | 减仓 |
| CVLT | COMMVAULT SYS INC | $8.11万 | 0.02% | 572 | 373 | 187.4% | $5.29万 | 加仓 |
| RBC | RBC BEARINGS INC | $8.12万 | 0.02% | 126 | 81 | 180.0% | $5.22万 | 加仓 |
| ITT | ITT INC | $8.13万 | 0.02% | 411 | -182 | -30.7% | -$3.60万 | 减仓 |
| DDOG | DATADOG INC | $8.20万 | 0.02% | 315 | -190 | -37.6% | -$4.95万 | 减仓 |
| VMI | VALMONT INDS INC | $8.20万 | 0.02% | 142 | 9 | 6.8% | $5,198 | 加仓 |
| NTRS | NORTHERN TR CORP | $8.21万 | 0.02% | 472 | 71 | 17.7% | $1.23万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $8.21万 | 0.02% | 386 | 50 | 14.9% | $1.06万 | 加仓 |
| MOS | MOSAIC CO | $8.21万 | 0.02% | 3,876 | 2,137 | 122.9% | $4.53万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8.22万 | 0.02% | 276 | -299 | -52.0% | -$8.91万 | 减仓 |
| GRMN | GARMIN LTD | $8.27万 | 0.02% | 348 | 142 | 68.9% | $3.37万 | 加仓 |
| ROKU | ROKU INC | $8.30万 | 0.02% | 601 | -583 | -49.2% | -$8.05万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $8.36万 | 0.02% | 8,722 | 2,258 | 34.9% | $2.16万 | 加仓 |
| IVZ | INVESCO LTD | $8.38万 | 0.02% | 3,175 | 352 | 12.5% | $9,289 | 加仓 |
| KO | COCA COLA CO | $8.43万 | 0.02% | 1,037 | 194 | 23.0% | $1.58万 | 加仓 |
| SAN | BANCO SANTANDER SA | $8.44万 | 0.02% | 6,115 | 238 | 4.0% | $3,284 | 加仓 |
| U | UNITY SOFTWARE INC | $8.46万 | 0.02% | 2,959 | 2,952 | 42,171.4% | $8.44万 | 加仓 |
| CHE | CHEMED CORP NEW | $8.52万 | 0.02% | 183 | 134 | 273.5% | $6.24万 | 加仓 |
| MKSI | MKS INC. | $8.54万 | 0.02% | 192 | 30 | 18.5% | $1.33万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $8.56万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $8.57万 | 0.02% | 577 | -1 | -0.2% | -$149 | 减仓 |
| MS | MORGAN STANLEY | $8.59万 | 0.02% | 411 | 50 | 13.9% | $1.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8.59万 | 0.02% | 173 | 127 | 276.1% | $6.31万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $8.60万 | 0.02% | 634 | -1,225 | -65.9% | -$16.62万 | 减仓 |
| TXT | TEXTRON INC | $8.61万 | 0.02% | 939 | 20 | 2.2% | $1,835 | 加仓 |
| UNM | UNUM GROUP | $8.67万 | 0.02% | 970 | 376 | 63.3% | $3.36万 | 加仓 |
| MSCI | MSCI INC | $8.68万 | 0.02% | 155 | 12 | 8.4% | $6,721 | 加仓 |
| — | EXXON MOBIL CORP | $8.76万 | 0.02% | 641 | 41 | 6.8% | $5,606 | 加仓 |
| FFIV | F5 INC | $8.78万 | 0.02% | 211 | 150 | 245.9% | $6.24万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $8.78万 | 0.02% | 162 | 4 | 2.5% | $2,167 | 加仓 |
| AR | ANTERO RESOURCES CORP | $8.80万 | 0.02% | 2,505 | 703 | 39.0% | $2.47万 | 加仓 |
| CR | CRANE COMPANY | $8.81万 | 0.02% | 395 | 301 | 320.2% | $6.71万 | 加仓 |
| MCK | MCKESSON CORP | $8.84万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $8.85万 | 0.02% | 1,117 | 97 | 9.5% | $7,684 | 加仓 |
| APP | APPLOVIN CORP | $8.91万 | 0.02% | 173 | 4 | 2.4% | $2,061 | 加仓 |
| LIN | LINDE PLC | $8.93万 | 0.02% | 172 | 38 | 28.4% | $1.97万 | 加仓 |
| DLTR | DOLLAR TREE INC | $8.95万 | 0.02% | 740 | 381 | 106.1% | $4.61万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $8.96万 | 0.02% | 681 | 642 | 1,646.2% | $8.45万 | 加仓 |
| USB | US BANCORP | $8.98万 | 0.02% | 1,487 | -36 | -2.4% | -$2,174 | 减仓 |
| CSGP | COSTAR GROUP INC | $9.00万 | 0.02% | 3,179 | 2,423 | 320.5% | $6.86万 | 加仓 |
| NDAQ | NASDAQ INC | $9.02万 | 0.02% | 1,144 | 155 | 15.7% | $1.22万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $9.10万 | 0.02% | 1,092 | 3 | 0.3% | $250 | 加仓 |
| CI | THE CIGNA GROUP | $9.10万 | 0.02% | 330 | 47 | 16.6% | $1.30万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9.12万 | 0.02% | 365 | 42 | 13.0% | $1.05万 | 加仓 |
| OEF | ISHARES TR | $9.15万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $9.19万 | 0.02% | 216 | 16 | 8.0% | $6,807 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $9.22万 | 0.02% | 1,596 | 1,466 | 1,127.7% | $8.47万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $9.22万 | 0.02% | 1,644 | 141 | 9.4% | $7,906 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $9.23万 | 0.02% | 748 | 279 | 59.5% | $3.44万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $9.31万 | 0.02% | 1,329 | 592 | 80.3% | $4.15万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $9.31万 | 0.02% | 788 | 146 | 22.7% | $1.73万 | 加仓 |
| TTC | TORO CO | $9.40万 | 0.02% | 965 | 24 | 2.6% | $2,338 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $9.41万 | 0.02% | 1,543 | 693 | 81.5% | $4.23万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $9.45万 | 0.02% | 1,722 | 1,633 | 1,834.8% | $8.96万 | 加仓 |
| TWLO | TWILIO INC | $9.51万 | 0.02% | 461 | -197 | -29.9% | -$4.06万 | 减仓 |
| CCK | CROWN HLDGS INC | $9.52万 | 0.02% | 851 | -562 | -39.8% | -$6.28万 | 减仓 |
| SYY | SYSCO CORP | $9.57万 | 0.02% | 1,145 | 816 | 248.0% | $6.82万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $9.72万 | 0.02% | 4,885 | 396 | 8.8% | $7,876 | 加仓 |
| PFE | PFIZER INC | $9.92万 | 0.02% | 4,118 | 2,987 | 264.1% | $7.19万 | 加仓 |
| AYI | ACUITY INC | $9.94万 | 0.02% | 264 | 180 | 214.3% | $6.78万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $10.01万 | 0.02% | 189 | -27 | -12.5% | -$1.43万 | 减仓 |
| GLW | CORNING INC | $10.01万 | 0.02% | 392 | 13 | 3.4% | $3,321 | 加仓 |
| TW | TRADEWEB MKTS INC | $10.09万 | 0.02% | 1,012 | 278 | 37.9% | $2.77万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $10.09万 | 0.02% | 220 | -175 | -44.3% | -$8.03万 | 减仓 |
| KLAC | KLA CORP | $10.11万 | 0.02% | 335 | -35 | -9.5% | -$1.06万 | 减仓 |
| AN | AUTONATION INC | $10.13万 | 0.02% | 545 | 77 | 16.5% | $1.43万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $10.17万 | 0.02% | 442 | 394 | 820.8% | $9.07万 | 加仓 |
| GIS | GENERAL MILLS INC | $10.22万 | 0.02% | 2,936 | 993 | 51.1% | $3.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $10.23万 | 0.02% | 149 | -20 | -11.8% | -$1.37万 | 减仓 |
| NWSA | NEWS CORP NEW | $10.27万 | 0.02% | 4,135 | 1,108 | 36.6% | $2.75万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $10.27万 | 0.02% | 1,468 | -278 | -15.9% | -$1.95万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $10.28万 | 0.02% | 380 | 269 | 242.3% | $7.28万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $10.34万 | 0.02% | 817 | 127 | 18.4% | $1.61万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $10.36万 | 0.02% | 1,310 | -12 | -0.9% | -$949 | 减仓 |
| EOG | EOG RES INC | $10.38万 | 0.02% | 800 | 269 | 50.7% | $3.49万 | 加仓 |