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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $16.29万 | 0.04% | 3,016 | 13 | 0.4% | $702 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $16.36万 | 0.04% | 495 | 169 | 51.8% | $5.58万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $16.44万 | 0.04% | 464 | -80 | -14.7% | -$2.83万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $16.46万 | 0.04% | 556 | 327 | 142.8% | $9.68万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $16.61万 | 0.04% | 2,135 | 1,236 | 137.5% | $9.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $16.70万 | 0.04% | 231 | 33 | 16.7% | $2.39万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $16.75万 | 0.04% | 867 | 215 | 33.0% | $4.15万 | 加仓 |
| TXG | 10X GENOMICS INC | $16.81万 | 0.04% | 4,385 | -427 | -8.9% | -$1.64万 | 减仓 |
| TMUS | T-MOBILE US INC | $17.41万 | 0.04% | 1,038 | 77 | 8.0% | $1.29万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $17.58万 | 0.04% | 525 | 15 | 2.9% | $5,022 | 加仓 |
| MDB | MONGODB INC | $17.60万 | 0.04% | 524 | -6 | -1.1% | -$2,015 | 减仓 |
| AMT | AMERICAN TOWER CORP | $17.63万 | 0.04% | 1,078 | 863 | 401.4% | $14.12万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $17.65万 | 0.04% | 306 | -10 | -3.2% | -$5,767 | 减仓 |
| EVR | EVERCORE INC | $17.89万 | 0.04% | 524 | 157 | 42.8% | $5.36万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $17.93万 | 0.04% | 1,064 | -171 | -13.8% | -$2.88万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $18.07万 | 0.04% | 4,374 | -772 | -15.0% | -$3.19万 | 减仓 |
| SNPS | SYNOPSYS INC | $18.69万 | 0.04% | 419 | 372 | 791.5% | $16.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $18.71万 | 0.04% | 200 | -6 | -2.9% | -$5,613 | 减仓 |
| AON | AON PLC | $18.81万 | 0.04% | 567 | 373 | 192.3% | $12.37万 | 加仓 |
| CVX | CHEVRON CORPORATION | $19.06万 | 0.05% | 1,150 | 724 | 170.0% | $12.00万 | 加仓 |
| ORCL | ORACLE CORP | $19.10万 | 0.05% | 1,303 | -57 | -4.2% | -$8,353 | 减仓 |
| RBRK | RUBRIK INC. | $19.11万 | 0.05% | 2,381 | 2,350 | 7,580.6% | $18.87万 | 加仓 |
| MTZ | MASTEC INC | $19.14万 | 0.05% | 460 | 1 | 0.2% | $416 | 加仓 |
| DG | DOLLAR GEN CORP | $19.18万 | 0.05% | 1,666 | 519 | 45.2% | $5.97万 | 加仓 |
| COP | CONOCOPHILLIPS | $19.24万 | 0.05% | 1,851 | 49 | 2.7% | $5,094 | 加仓 |
| ASML | ASML HLDG NV | $19.30万 | 0.05% | 97 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $19.49万 | 0.05% | 3,421 | 395 | 13.1% | $2.25万 | 加仓 |
| WFC | WELLS FARGO & CO | $19.67万 | 0.05% | 2,380 | 1,247 | 110.1% | $10.31万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $19.74万 | 0.05% | 1,486 | 223 | 17.7% | $2.96万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $19.78万 | 0.05% | 1,890 | 736 | 63.8% | $7.70万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $19.94万 | 0.05% | 1,855 | 131 | 7.6% | $1.41万 | 加仓 |
| FDX | FEDEX CORP | $19.95万 | 0.05% | 637 | 39 | 6.5% | $1.22万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $20.04万 | 0.05% | 607 | 117 | 23.9% | $3.86万 | 加仓 |
| CIEN | CIENA CORP | $20.06万 | 0.05% | 409 | -43 | -9.5% | -$2.11万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $20.42万 | 0.05% | 331 | 230 | 227.7% | $14.19万 | 加仓 |
| NTRA | NATERA INC | $20.63万 | 0.05% | 760 | 37 | 5.1% | $1.00万 | 加仓 |
| BA | BOEING CO | $20.65万 | 0.05% | 954 | 507 | 113.4% | $10.98万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $20.78万 | 0.05% | 1,149 | 5 | 0.4% | $904 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $20.84万 | 0.05% | 4,768 | -134 | -2.7% | -$5,857 | 减仓 |
| INCY | INCYTE CORP | $20.97万 | 0.05% | 1,850 | 17 | 0.9% | $1,927 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $21.10万 | 0.05% | 489 | -305 | -38.4% | -$13.16万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $21.14万 | 0.05% | 279 | 3 | 1.1% | $2,273 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $21.15万 | 0.05% | 2,450 | 103 | 4.4% | $8,890 | 加仓 |
| DAL | DELTA AIR LINES INC | $21.38万 | 0.05% | 2,283 | 140 | 6.5% | $1.31万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $21.64万 | 0.05% | 5,874 | -279 | -4.5% | -$1.03万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $21.66万 | 0.05% | 2,647 | 101 | 4.0% | $8,266 | 加仓 |
| TOL | TOLL BROTHERS INC | $21.85万 | 0.05% | 1,326 | 68 | 5.4% | $1.12万 | 加仓 |
| SNOW | SNOWFLAKE INC | $22.01万 | 0.05% | 865 | -85 | -8.9% | -$2.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.02万 | 0.05% | 461 | 6 | 1.3% | $2,865 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $22.45万 | 0.05% | 1,347 | 1,193 | 774.7% | $19.89万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $22.60万 | 0.05% | 988 | 336 | 51.5% | $7.68万 | 加仓 |
| ES | EVERSOURCE ENERGY | $22.63万 | 0.05% | 3,131 | 1,771 | 130.2% | $12.80万 | 加仓 |
| TJX | TJX COS INC NEW | $22.88万 | 0.05% | 1,510 | 28 | 1.9% | $4,242 | 加仓 |
| META | META PLATFORMS INC | $22.93万 | 0.05% | 407 | 4 | 1.0% | $2,253 | 加仓 |
| CMI | CUMMINS INC | $23.04万 | 0.05% | 323 | 54 | 20.1% | $3.85万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $23.07万 | 0.05% | 1,358 | 34 | 2.6% | $5,776 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $23.69万 | 0.06% | 2,676 | 302 | 12.7% | $2.67万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $23.78万 | 0.06% | 4,600 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $24.21万 | 0.06% | 1,207 | 373 | 44.7% | $7.48万 | 加仓 |
| EMR | EMERSON ELEC CO | $24.71万 | 0.06% | 1,726 | 87 | 5.3% | $1.25万 | 加仓 |
| PEP | PEPSICO INC | $24.85万 | 0.06% | 1,835 | -304 | -14.2% | -$4.12万 | 减仓 |
| RSST | TIDAL TRUST II | $25.00万 | 0.06% | 7,647 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $25.25万 | 0.06% | 629 | -20 | -3.1% | -$8,028 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $25.26万 | 0.06% | 4,016 | 775 | 23.9% | $4.87万 | 加仓 |
| VRSN | VERISIGN INC | $25.58万 | 0.06% | 1,017 | 255 | 33.5% | $6.41万 | 加仓 |
| FTNT | FORTINET INC | $25.87万 | 0.06% | 1,684 | -433 | -20.5% | -$6.65万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.98万 | 0.06% | 1,772 | -58 | -3.2% | -$8,504 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $26.15万 | 0.06% | 1,022 | 60 | 6.2% | $1.54万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $26.87万 | 0.06% | 2,795 | 50 | 1.8% | $4,806 | 加仓 |
| TER | TERADYNE INC | $27.43万 | 0.07% | 567 | 100 | 21.4% | $4.84万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $27.67万 | 0.07% | 6,135 | -563 | -8.4% | -$2.54万 | 减仓 |
| PSX | PHILLIPS 66 | $27.67万 | 0.07% | 1,637 | 363 | 28.5% | $6.14万 | 加仓 |
| SNDK | SANDISK CORP | $28.19万 | 0.07% | 124 | -98 | -44.1% | -$22.28万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $28.44万 | 0.07% | 3,496 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $28.78万 | 0.07% | 1,637 | -485 | -22.9% | -$8.53万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $28.90万 | 0.07% | 667 | -44 | -6.2% | -$1.91万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.45万 | 0.07% | 1,196 | 215 | 21.9% | $5.29万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.58万 | 0.07% | 712 | 152 | 27.1% | $6.31万 | 加仓 |
| TSLA | TESLA INC | $29.95万 | 0.07% | 712 | 131 | 22.5% | $5.51万 | 加仓 |
| TPR | TAPESTRY INC | $30.61万 | 0.07% | 2,091 | -193 | -8.5% | -$2.83万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $30.87万 | 0.07% | 1,148 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $31.26万 | 0.07% | 2,299 | 541 | 30.8% | $7.36万 | 加仓 |
| CB | CHUBB LIMITED | $31.35万 | 0.07% | 920 | 140 | 17.9% | $4.77万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.47万 | 0.07% | 2,154 | 303 | 16.4% | $4.43万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.71万 | 0.08% | 4,591 | 314 | 7.3% | $2.24万 | 加仓 |
| FTI | TECHNIPFMC PLC | $33.78万 | 0.08% | 5,095 | 241 | 5.0% | $1.60万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $34.73万 | 0.08% | 4,584 | -266 | -5.5% | -$2.02万 | 减仓 |
| WMT | WALMART INC | $35.52万 | 0.08% | 3,136 | -750 | -19.3% | -$8.49万 | 减仓 |
| GEV | GE VERNOVA INC | $36.19万 | 0.09% | 308 | -8 | -2.5% | -$9,399 | 减仓 |
| GM | GENERAL MTRS CO | $36.64万 | 0.09% | 4,753 | 535 | 12.7% | $4.12万 | 加仓 |
| PCG | PG&E CORP | $37.02万 | 0.09% | 22,007 | -1,815 | -7.6% | -$3.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.23万 | 0.09% | 744 | 124 | 20.0% | $6.20万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $38.67万 | 0.09% | 759 | 43 | 6.0% | $2.19万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $38.73万 | 0.09% | 396 | 19 | 5.0% | $1.86万 | 加仓 |
| ABNB | AIRBNB INC | $38.89万 | 0.09% | 2,718 | -37 | -1.3% | -$5,295 | 减仓 |
| EIX | EDISON INTL | $39.06万 | 0.09% | 5,246 | -69 | -1.3% | -$5,137 | 减仓 |
| MRK | MERCK & CO INC | $39.37万 | 0.09% | 3,064 | 75 | 2.5% | $9,638 | 加仓 |
| GOOG | ALPHABET INC | $39.50万 | 0.09% | 1,118 | 32 | 2.9% | $1.13万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.95万 | 0.10% | 414 | 38 | 10.1% | $3.67万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $41.37万 | 0.10% | 4,714 | -131 | -2.7% | -$1.15万 | 减仓 |