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 |
|---|---|---|---|---|---|---|---|---|
| LULU | LULULEMON ATHLETICA INC | $14.24万 | 0.04% | 930 | 896 | 2,635.3% | $13.72万 | 加仓 |
| DAL | DELTA AIR LINES INC | $14.25万 | 0.04% | 2,143 | 373 | 21.1% | $2.48万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $14.29万 | 0.04% | 490 | 94 | 23.7% | $2.74万 | 加仓 |
| SNOW | SNOWFLAKE INC | $14.33万 | 0.04% | 950 | 23 | 2.5% | $3,469 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $14.39万 | 0.04% | 501 | 1 | 0.2% | $287 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $14.40万 | 0.04% | 1,263 | 416 | 49.1% | $4.74万 | 加仓 |
| NTRA | NATERA INC | $14.46万 | 0.04% | 723 | -4 | -0.6% | -$800 | 减仓 |
| CMI | CUMMINS INC | $14.47万 | 0.04% | 269 | 42 | 18.5% | $2.26万 | 加仓 |
| WS | WORTHINGTON STL INC | $14.49万 | 0.04% | 4,773 | -485 | -9.2% | -$1.47万 | 减仓 |
| NEM | NEWMONT CORP | $14.52万 | 0.04% | 1,341 | 5 | 0.4% | $541 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $14.62万 | 0.04% | 1,746 | 751 | 75.5% | $6.29万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $14.64万 | 0.04% | 280 | 5 | 1.8% | $2,614 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $14.65万 | 0.04% | 588 | -38 | -6.1% | -$9,465 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $14.73万 | 0.04% | 376 | 116 | 44.6% | $4.54万 | 加仓 |
| BAC | BANK AMERICA CORP | $14.75万 | 0.04% | 3,026 | 1,450 | 92.0% | $7.07万 | 加仓 |
| MTZ | MASTEC INC | $14.77万 | 0.04% | 459 | 8 | 1.8% | $2,574 | 加仓 |
| — | HONEYWELL INTL INC | $14.99万 | 0.04% | 663 | 329 | 98.5% | $7.44万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $15.16万 | 0.04% | 560 | 153 | 37.6% | $4.14万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $15.19万 | 0.04% | 711 | -8 | -1.1% | -$1,709 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $15.21万 | 0.04% | 834 | -255 | -23.4% | -$4.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.38万 | 0.04% | 455 | 62 | 15.8% | $2.10万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $15.85万 | 0.04% | 3,003 | -94 | -3.0% | -$4,961 | 减仓 |
| CME | CME GROUP INC | $15.86万 | 0.04% | 537 | 14 | 2.7% | $4,135 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $16.19万 | 0.04% | 1,758 | 406 | 30.0% | $3.74万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $16.26万 | 0.05% | 1,324 | 132 | 11.1% | $1.62万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $16.27万 | 0.05% | 1,235 | 270 | 28.0% | $3.56万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $16.42万 | 0.05% | 39 | -7 | -15.2% | -$2.95万 | 减仓 |
| TSN | TYSON FOODS INC | $16.63万 | 0.05% | 2,595 | 780 | 43.0% | $5.00万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $16.92万 | 0.05% | 219 | 56 | 34.4% | $4.33万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $16.95万 | 0.05% | 2,546 | -36 | -1.4% | -$2,396 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $16.96万 | 0.05% | 1,724 | 32 | 1.9% | $3,148 | 加仓 |
| TOL | TOLL BROTHERS INC | $17.17万 | 0.05% | 1,258 | 34 | 2.8% | $4,640 | 加仓 |
| INCY | INCYTE CORP | $17.25万 | 0.05% | 1,833 | 30 | 1.7% | $2,824 | 加仓 |
| FTNT | FORTINET INC | $17.30万 | 0.05% | 2,117 | 1,075 | 103.2% | $8.78万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $17.34万 | 0.05% | 4,902 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $17.55万 | 0.05% | 452 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $17.55万 | 0.05% | 2,374 | 165 | 7.5% | $1.22万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $17.55万 | 0.05% | 395 | 144 | 57.4% | $6.40万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $18.60万 | 0.05% | 316 | 9 | 2.9% | $5,298 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $18.67万 | 0.05% | 544 | 78 | 16.7% | $2.68万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $18.80万 | 0.05% | 276 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $18.87万 | 0.05% | 2,347 | -957 | -29.0% | -$7.69万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $18.91万 | 0.05% | 1,144 | 166 | 17.0% | $2.74万 | 加仓 |
| VRSN | VERISIGN INC | $18.93万 | 0.05% | 762 | 31 | 4.2% | $7,699 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $19.05万 | 0.05% | 3,241 | 491 | 17.9% | $2.89万 | 加仓 |
| FIVE | FIVE BELOW INC | $19.33万 | 0.05% | 846 | 155 | 22.4% | $3.54万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $19.89万 | 0.06% | 4,065 | 4,065 | — | $19.89万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $19.89万 | 0.06% | 2,745 | 20 | 0.7% | $1,449 | 加仓 |
| DHR | DANAHER CORP DEL | $19.95万 | 0.06% | 1,052 | 660 | 168.4% | $12.51万 | 加仓 |
| ORCL | ORACLE CORP | $20.01万 | 0.06% | 1,360 | 487 | 55.8% | $7.16万 | 加仓 |
| TMUS | T-MOBILE US INC | $20.18万 | 0.06% | 961 | 889 | 1,234.7% | $18.67万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.41万 | 0.06% | 981 | 164 | 20.1% | $3.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.53万 | 0.06% | 206 | 145 | 237.7% | $14.45万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.60万 | 0.06% | 1,408 | 260 | 22.6% | $3.80万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $20.61万 | 0.06% | 3,952 | -749 | -15.9% | -$3.91万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $20.76万 | 0.06% | 4,600 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $20.90万 | 0.06% | 6,153 | -217 | -3.4% | -$7,371 | 减仓 |
| FDX | FEDEX CORP | $21.30万 | 0.06% | 598 | 136 | 29.4% | $4.84万 | 加仓 |
| SPGI | S&P GLOBAL INC | $21.39万 | 0.06% | 503 | 421 | 513.4% | $17.91万 | 加仓 |
| EMR | EMERSON ELEC CO | $21.47万 | 0.06% | 1,639 | -152 | -8.5% | -$1.99万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $21.59万 | 0.06% | 610 | 280 | 84.8% | $9.91万 | 加仓 |
| TSLA | TESLA INC | $21.61万 | 0.06% | 581 | 54 | 10.2% | $2.01万 | 加仓 |
| RSST | TIDAL TRUST II | $21.63万 | 0.06% | 7,647 | -96 | -1.2% | -$2,715 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $22.21万 | 0.06% | 962 | -420 | -30.4% | -$9.70万 | 减仓 |
| RL | RALPH LAUREN CORP | $22.32万 | 0.06% | 649 | 15 | 2.4% | $5,160 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $22.48万 | 0.06% | 831 | 216 | 35.1% | $5.84万 | 加仓 |
| META | META PLATFORMS INC | $23.06万 | 0.06% | 403 | 20 | 5.2% | $1.14万 | 加仓 |
| VB | VANGUARD INDEX FDS | $23.11万 | 0.06% | 882 | 687 | 352.3% | $18.00万 | 重新持有 |
| PSX | PHILLIPS 66 | $23.21万 | 0.06% | 1,274 | -95 | -6.9% | -$1.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $23.32万 | 0.06% | 404 | 216 | 114.9% | $12.47万 | 加仓 |
| TJX | TJX COS INC NEW | $23.67万 | 0.07% | 1,482 | 592 | 66.5% | $9.46万 | 加仓 |
| COP | CONOCOPHILLIPS | $23.79万 | 0.07% | 1,802 | 238 | 15.2% | $3.14万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.24万 | 0.07% | 1,851 | 276 | 17.5% | $3.61万 | 加仓 |
| INTC | INTEL CORP | $24.85万 | 0.07% | 5,632 | -995 | -15.0% | -$4.39万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $25.38万 | 0.07% | 3,496 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $25.42万 | 0.07% | 780 | 41 | 5.5% | $1.34万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $25.89万 | 0.07% | 5,146 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $26.16万 | 0.07% | 2,122 | -150 | -6.6% | -$1.85万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.44万 | 0.07% | 1,830 | 1,095 | 149.0% | $15.82万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $26.46万 | 0.07% | 1,148 | 15 | 1.3% | $3,457 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $27.28万 | 0.08% | 1,573 | 1,260 | 402.6% | $21.85万 | 加仓 |
| CNC | CENTENE CORP DEL | $27.34万 | 0.08% | 8,350 | 532 | 6.8% | $1.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.41万 | 0.08% | 4,277 | -11 | -0.3% | -$705 | 减仓 |
| GEV | GE VERNOVA INC | $27.58万 | 0.08% | 316 | 134 | 73.6% | $11.70万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $28.40万 | 0.08% | 6,698 | -330 | -4.7% | -$1.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.71万 | 0.08% | 620 | 138 | 28.6% | $6.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.27万 | 0.08% | 896 | 315 | 54.2% | $10.64万 | 加仓 |
| GOOG | ALPHABET INC | $31.15万 | 0.09% | 1,086 | 334 | 44.4% | $9.58万 | 加仓 |
| GM | GENERAL MTRS CO | $31.42万 | 0.09% | 4,218 | 371 | 9.6% | $2.76万 | 加仓 |
| TPR | TAPESTRY INC | $32.23万 | 0.09% | 2,284 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $32.59万 | 0.09% | 1,538 | 163 | 11.9% | $3.45万 | 加仓 |
| C | CITIGROUP INC | $33.06万 | 0.09% | 2,915 | 160 | 5.8% | $1.81万 | 加仓 |
| PEP | PEPSICO INC | $33.22万 | 0.09% | 2,139 | 53 | 2.5% | $8,230 | 加仓 |
| FTI | TECHNIPFMC PLC | $33.56万 | 0.09% | 4,854 | 359 | 8.0% | $2.48万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $33.75万 | 0.09% | 377 | 19 | 5.3% | $1.70万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $33.81万 | 0.09% | 4,850 | -356 | -6.8% | -$2.48万 | 减仓 |
| ABNB | AIRBNB INC | $34.79万 | 0.10% | 2,755 | 1,241 | 82.0% | $15.67万 | 加仓 |
| MRK | MERCK & CO INC | $35.95万 | 0.10% | 2,989 | 117 | 4.1% | $1.41万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.38万 | 0.11% | 12,511 | 11,011 | 734.1% | $33.78万 | 重新持有 |
| EIX | EDISON INTL | $38.89万 | 0.11% | 5,315 | 756 | 16.6% | $5.53万 | 加仓 |