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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $10.48万 | 0.02% | 947 | 374 | 65.3% | $4.14万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $10.53万 | 0.03% | 632 | -941 | -59.8% | -$15.68万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $10.57万 | 0.03% | 1,011 | 713 | 239.3% | $7.45万 | 加仓 |
| BLK | BLACKROCK INC | $10.58万 | 0.03% | 110 | 44 | 66.7% | $4.23万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $10.62万 | 0.03% | 4,143 | 621 | 17.6% | $1.59万 | 加仓 |
| DTE | DTE ENERGY CO | $10.68万 | 0.03% | 701 | 617 | 734.5% | $9.40万 | 加仓 |
| CUBE | CUBESMART | $10.69万 | 0.03% | 2,687 | 2,071 | 336.2% | $8.24万 | 加仓 |
| RBLX | ROBLOX CORP | $10.75万 | 0.03% | 1,977 | 336 | 20.5% | $1.83万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $10.75万 | 0.03% | 1,754 | 42 | 2.5% | $2,575 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $10.78万 | 0.03% | 308 | 45 | 17.1% | $1.58万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $10.79万 | 0.03% | 2,158 | 822 | 61.5% | $4.11万 | 加仓 |
| ARW | ARROW ELECTRS INC | $10.84万 | 0.03% | 508 | 186 | 57.8% | $3.97万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $10.91万 | 0.03% | 1,081 | -251 | -18.8% | -$2.53万 | 减仓 |
| V | VISA INC | $10.91万 | 0.03% | 318 | -16 | -4.8% | -$5,489 | 减仓 |
| ULTA | ULTA BEAUTY INC | $10.91万 | 0.03% | 242 | -38 | -13.6% | -$1.71万 | 减仓 |
| VEEV | VEEVA SYS INC | $10.91万 | 0.03% | 615 | 38 | 6.6% | $6,744 | 加仓 |
| NET | CLOUDFLARE INC | $10.99万 | 0.03% | 448 | 162 | 56.6% | $3.97万 | 加仓 |
| MDT | MEDTRONIC PLC | $11.08万 | 0.03% | 1,416 | 702 | 98.3% | $5.49万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $11.17万 | 0.03% | 2,150 | 320 | 17.5% | $1.66万 | 加仓 |
| CVS | CVS HEALTH CORP | $11.22万 | 0.03% | 1,085 | -80 | -6.9% | -$8,276 | 减仓 |
| GILD | GILEAD SCIENCES INC | $11.23万 | 0.03% | 889 | -13 | -1.4% | -$1,642 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $11.27万 | 0.03% | 1,049 | -40 | -3.7% | -$4,298 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $11.28万 | 0.03% | 2,895 | 2,179 | 304.3% | $8.49万 | 加仓 |
| MKC | MCCORMICK & CO INC | $11.34万 | 0.03% | 2,250 | 1,862 | 479.9% | $9.39万 | 加仓 |
| QCOM | QUALCOMM INC | $11.38万 | 0.03% | 616 | 347 | 129.0% | $6.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.40万 | 0.03% | 977 | -431 | -30.6% | -$5.03万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $11.43万 | 0.03% | 2,170 | 1,085 | 100.0% | $5.71万 | 加仓 |
| HAL | HALLIBURTON CO | $11.51万 | 0.03% | 3,391 | 671 | 24.7% | $2.28万 | 加仓 |
| DT | DYNATRACE INC | $11.62万 | 0.03% | 2,647 | 1,269 | 92.1% | $5.57万 | 加仓 |
| DOW | DOW HLDGS INC | $11.65万 | 0.03% | 4,257 | 1,459 | 52.1% | $3.99万 | 加仓 |
| TSN | TYSON FOODS INC | $11.70万 | 0.03% | 2,044 | -551 | -21.2% | -$3.15万 | 减仓 |
| THG | HANOVER INS GROUP INC | $11.73万 | 0.03% | 548 | 120 | 28.0% | $2.57万 | 加仓 |
| AME | AMETEK INC | $11.73万 | 0.03% | 485 | 77 | 18.9% | $1.86万 | 加仓 |
| NEM | NEWMONT CORP | $11.76万 | 0.03% | 1,259 | -82 | -6.1% | -$7,659 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $11.81万 | 0.03% | 1,665 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $11.81万 | 0.03% | 1,545 | 14 | 0.9% | $1,070 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $11.93万 | 0.03% | 892 | -3 | -0.3% | -$401 | 减仓 |
| CME | CME GROUP INC | $11.95万 | 0.03% | 541 | 4 | 0.7% | $883 | 加仓 |
| CGNX | COGNEX CORP | $11.96万 | 0.03% | 1,652 | 105 | 6.8% | $7,604 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $11.97万 | 0.03% | 206 | 79 | 62.2% | $4.59万 | 加仓 |
| MHK | MOHAWK INDS INC | $12.11万 | 0.03% | 998 | 151 | 17.8% | $1.83万 | 加仓 |
| PODD | INSULET CORP | $12.12万 | 0.03% | 796 | 458 | 135.5% | $6.97万 | 加仓 |
| S | SENTINELONE INC | $12.18万 | 0.03% | 7,175 | 1,783 | 33.1% | $3.03万 | 加仓 |
| PAYX | PAYCHEX INC | $12.23万 | 0.03% | 1,244 | 426 | 52.1% | $4.19万 | 加仓 |
| SGOV | ISHARES TR | $12.26万 | 0.03% | 1,218 | 923 | 312.9% | $9.29万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $12.29万 | 0.03% | 5,182 | 1,773 | 52.0% | $4.20万 | 加仓 |
| USFD | US FOODS HLDG CORP | $12.30万 | 0.03% | 1,203 | -177 | -12.8% | -$1.81万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $12.34万 | 0.03% | 2,891 | 1,536 | 113.4% | $6.56万 | 加仓 |
| MCO | MOODYS CORP | $12.36万 | 0.03% | 273 | 46 | 20.3% | $2.08万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $12.51万 | 0.03% | 2,368 | 1,842 | 350.2% | $9.73万 | 加仓 |
| GL | GLOBE LIFE INC | $12.56万 | 0.03% | 703 | 125 | 21.6% | $2.23万 | 加仓 |
| DIS | DISNEY WALT CO | $12.64万 | 0.03% | 1,313 | -127 | -8.8% | -$1.22万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $12.92万 | 0.03% | 1,409 | 713 | 102.4% | $6.54万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $12.99万 | 0.03% | 833 | 228 | 37.7% | $3.56万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $13.02万 | 0.03% | 1,435 | 835 | 139.2% | $7.58万 | 加仓 |
| EFX | EQUIFAX INC | $13.06万 | 0.03% | 823 | 157 | 23.6% | $2.49万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $13.09万 | 0.03% | 210 | -9 | -4.1% | -$5,612 | 减仓 |
| WAB | WABTEC | $13.16万 | 0.03% | 488 | -3 | -0.6% | -$809 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $13.17万 | 0.03% | 1,600 | -49 | -3.0% | -$4,035 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $13.30万 | 0.03% | 920 | 47 | 5.4% | $6,797 | 加仓 |
| BURL | BURLINGTON STORES INC | $13.37万 | 0.03% | 422 | 43 | 11.3% | $1.36万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $13.38万 | 0.03% | 963 | 458 | 90.7% | $6.36万 | 加仓 |
| ABBV | ABBVIE INC | $13.44万 | 0.03% | 534 | -100 | -15.8% | -$2.52万 | 减仓 |
| ADI | ANALOG DEVICES INC | $13.58万 | 0.03% | 342 | 10 | 3.0% | $3,972 | 加仓 |
| BWA | BORGWARNER INC | $13.59万 | 0.03% | 2,046 | -4 | -0.2% | -$266 | 减仓 |
| NTNX | NUTANIX INC | $13.61万 | 0.03% | 2,670 | -303 | -10.2% | -$1.54万 | 减仓 |
| FIVE | FIVE BELOW INC | $13.65万 | 0.03% | 759 | -87 | -10.3% | -$1.56万 | 减仓 |
| EME | EMCOR GROUP INC | $13.69万 | 0.03% | 165 | 24 | 17.0% | $1.99万 | 加仓 |
| QQQ | INVESCO QQQ TR | $13.70万 | 0.03% | 186 | -218 | -54.0% | -$16.05万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $13.77万 | 0.03% | 1,923 | 1,373 | 249.6% | $9.83万 | 加仓 |
| RTX | RTX CORPORATION | $13.81万 | 0.03% | 728 | 111 | 18.0% | $2.11万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $13.83万 | 0.03% | 4,842 | 4,842 | — | $13.83万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $13.85万 | 0.03% | 440 | -61 | -12.2% | -$1.92万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $13.97万 | 0.03% | 2,877 | 1,082 | 60.3% | $5.26万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $14.01万 | 0.03% | 2,606 | -1,346 | -34.1% | -$7.24万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $14.02万 | 0.03% | 1,086 | 327 | 43.1% | $4.22万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $14.07万 | 0.03% | 698 | 81 | 13.1% | $1.63万 | 加仓 |
| OC | OWENS CORNING NEW | $14.13万 | 0.03% | 889 | 521 | 141.6% | $8.28万 | 加仓 |
| BALL | BALL CORP | $14.22万 | 0.03% | 2,279 | 181 | 8.6% | $1.13万 | 加仓 |
| HD | HOME DEPOT INC | $14.28万 | 0.03% | 405 | 170 | 72.3% | $6.00万 | 加仓 |
| SPGI | S&P GLOBAL INC | $14.29万 | 0.03% | 351 | -152 | -30.2% | -$6.19万 | 减仓 |
| CSCO | CISCO SYS INC | $14.33万 | 0.03% | 1,220 | -109 | -8.2% | -$1.28万 | 减仓 |
| IRM | IRON MTN INC DEL | $14.40万 | 0.03% | 1,140 | 91 | 8.7% | $1.15万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $14.45万 | 0.03% | 1,809 | 298 | 19.7% | $2.38万 | 加仓 |
| IQV | IQVIA HLDGS INC | $14.51万 | 0.03% | 751 | 125 | 20.0% | $2.42万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $14.53万 | 0.03% | 5,751 | 390 | 7.3% | $9,851 | 加仓 |
| NVT | NVENT ELEC PLC | $14.62万 | 0.03% | 862 | 134 | 18.4% | $2.27万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $14.75万 | 0.04% | 1,041 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $14.80万 | 0.04% | 142 | 49 | 52.7% | $5.11万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $14.90万 | 0.04% | 561 | -27 | -4.6% | -$7,169 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $14.95万 | 0.04% | 531 | -55 | -9.4% | -$1.55万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $15.24万 | 0.04% | 1,072 | 1,014 | 1,748.3% | $14.42万 | 加仓 |
| ROST | ROSS STORES INC | $15.30万 | 0.04% | 719 | 279 | 63.4% | $5.94万 | 加仓 |
| OSK | OSHKOSH CORP | $15.36万 | 0.04% | 1,001 | 779 | 350.9% | $11.96万 | 加仓 |
| NVR | NVR INC | $15.67万 | 0.04% | 23 | 23 | — | $15.67万 | 新建仓 |
| WS | WORTHINGTON STL INC | $15.82万 | 0.04% | 4,712 | -61 | -1.3% | -$2,048 | 减仓 |
| MLI | MUELLER INDS INC | $15.83万 | 0.04% | 1,288 | 117 | 10.0% | $1.44万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $15.86万 | 0.04% | 4,167 | -214 | -4.9% | -$8,143 | 减仓 |
| NNN | NNN REIT INC | $16.15万 | 0.04% | 3,471 | 2,280 | 191.4% | $10.61万 | 加仓 |
| EXEL | EXELIXIS INC | $16.18万 | 0.04% | 2,973 | -48 | -1.6% | -$2,612 | 减仓 |