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 |
|---|---|---|---|---|---|---|---|---|
| — | BEAZER HOMES USA INC | $20 | 0.00% | 1 | -3 | -75.0% | -$60 | 减仓 |
| ASIC | ATEGRITY SPECIALTY IN CO HO | $20 | 0.00% | 1 | -2 | -66.7% | -$40 | 减仓 |
| — | HIREQUEST INC | $20 | 0.00% | 2 | 1 | 100.0% | $10 | 重新持有 |
| LEGH | LEGACY HOUSING CORP | $21 | 0.00% | 1 | -1 | -50.0% | -$21 | 减仓 |
| — | EVI INDS INC | $21 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | A K A BRANDS HLDG CORP | $21 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JMSB | JOHN MARSHALL BANCORP INC | $21 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VOXR | VOX ROYALTY CORP | $21 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | FLYEXCLUSIVE INC | $21 | 0.00% | 9 | 9 | — | $21 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC | $22 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | J JILL INC | $23 | 0.00% | 2 | 1 | 100.0% | $12 | 加仓 |
| — | CHICAGO ATLANTIC REAL ESTATE | $23 | 0.00% | 2 | 1 | 100.0% | $12 | 加仓 |
| ELMD | ELECTROMED INC | $24 | 0.00% | 1 | -1 | -50.0% | -$24 | 减仓 |
| BOC | BOSTON OMAHA CORP | $24 | 0.00% | 2 | -2 | -50.0% | -$24 | 减仓 |
| — | COMPX INTL INC | $24 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | PROTALIX BIOTHERAPEUTICS INC | $24 | 0.00% | 11 | 11 | — | $24 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $25 | 0.00% | 8 | 8 | — | $25 | 新建仓 |
| — | XEROX HOLDINGS CORP | $25 | 0.00% | 275 | 275 | — | $25 | 新建仓 |
| — | AUDIOEYE INC | $26 | 0.00% | 4 | -6 | -60.0% | -$39 | 减仓 |
| — | ACCURAY INC DEL | $26 | 0.00% | 67 | 49 | 272.2% | $19 | 加仓 |
| OABI | OMNIAB INC | $26 | 0.00% | 16 | 10 | 166.7% | $16 | 加仓 |
| — | NEXTNRG INC | $26 | 0.00% | 63 | 35 | 125.0% | $14 | 重新持有 |
| AMBQ | AMBIQ MICRO INC | $26 | 0.00% | 1 | 1 | — | $26 | 新建仓 |
| — | NEURONETICS INC | $27 | 0.00% | 18 | 18 | — | $27 | 新建仓 |
| — | SILVERCREST ASSET MGMT GROUP | $27 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| CBK | COMMERCIAL BANCGROUP INC | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| — | FIRST NATL CORP VA | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| TBI | TRUEBLUE INC | $28 | 0.00% | 7 | -43 | -86.0% | -$172 | 减仓 |
| — | SOUTHLAND HLDGS INC | $28 | 0.00% | 21 | 4 | 23.5% | $5 | 加仓 |
| IMMR | IMMERSION CORP | $28 | 0.00% | 5 | 3 | 150.0% | $17 | 加仓 |
| — | MODIV INDUSTRIAL INC | $29 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | VALHI INC NEW | $29 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | LUMENT FINANCE TRUST INC | $29 | 0.00% | 23 | 21 | 1,050.0% | $26 | 加仓 |
| COFS | CHOICEONE FINANCIA | $29 | 0.00% | 1 | 1 | — | $29 | 新建仓 |
| — | TVARDI THERAPEUTICS INC | $29 | 0.00% | 9 | 9 | — | $29 | 新建仓 |
| ACH | ACCENDRA HEALTH INC | $30 | 0.00% | 13 | -771 | -98.3% | -$1,779 | 减仓 |
| — | EXPENSIFY INC | $30 | 0.00% | 34 | -219 | -86.6% | -$193 | 减仓 |
| — | MARINE PRODS CORP | $30 | 0.00% | 4 | -1 | -20.0% | -$8 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $30 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | TPG MTG INVTS TR INC | $30 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MG | MISTRAS GROUP INC | $30 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PICARD MEDICAL INC | $30 | 0.00% | 28 | 28 | — | $30 | 新建仓 |
| — | ARQ INC | $31 | 0.00% | 12 | 4 | 50.0% | $10 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $31 | 0.00% | 6 | -959 | -99.4% | -$4,955 | 重新持有 |
| TRTX | TPG RE FIN TR INC | $32 | 0.00% | 4 | -19 | -82.6% | -$152 | 减仓 |
| MTUS | METALLUS INC | $33 | 0.00% | 2 | -3 | -60.0% | -$50 | 减仓 |
| — | SMITH MIDLAND CORP | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LANDS END INC NEW | $34 | 0.00% | 3 | -4 | -57.1% | -$45 | 减仓 |
| — | PRINCETON BANCORP INC | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $34 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WEST | WESTROCK COFFEE CO | $34 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CLIPPER RLTY INC | $34 | 0.00% | 11 | 9 | 450.0% | $28 | 加仓 |
| — | AVITA MEDICAL INC | $34 | 0.00% | 9 | 7 | 350.0% | $26 | 加仓 |
| — | RESOURCES CONNECTION INC | $34 | 0.00% | 9 | -6 | -40.0% | -$23 | 重新持有 |
| — | THE REAL BROKERAGE INC | $35 | 0.00% | 14 | 4 | 40.0% | $10 | 加仓 |
| — | ARRIVE AI INC | $35 | 0.00% | 43 | 43 | — | $35 | 新建仓 |
| — | ODYSSEY MARINE EXPL INC | $36 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NX | QUANEX BLDG PRODS CORP | $36 | 0.00% | 2 | 2 | — | $36 | 新建仓 |
| — | BIOTE CORP | $37 | 0.00% | 27 | -14 | -34.1% | -$19 | 减仓 |
| — | NATIONAL BANKSHARES INC VA | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $38 | 0.00% | 8 | 4 | 100.0% | $19 | 加仓 |
| — | ACTUATE THERAPEUTICS INC | $39 | 0.00% | 14 | 13 | 1,300.0% | $36 | 加仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $39 | 0.00% | 3 | 3 | — | $39 | 新建仓 |
| — | PEOPLES BANCORP N C INC | $40 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ATLANTIC INTL CORP | $40 | 0.00% | 13 | 11 | 550.0% | $34 | 重新持有 |
| VERA | VERA THERAPEUTICS INC | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BRT APARTMENTS CORP | $41 | 0.00% | 3 | 2 | 200.0% | $27 | 加仓 |
| RAL | RALLIANT CORP | $42 | 0.00% | 1 | -13 | -92.9% | -$546 | 减仓 |
| — | FB BANCORP INC | $42 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NBBK | NB BANCORP INC | $43 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PAMT CORP | $43 | 0.00% | 5 | 2 | 66.7% | $17 | 加仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $45 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SMRT | SMARTRENT INC | $45 | 0.00% | 30 | -8 | -21.1% | -$12 | 减仓 |
| FLXS | FLEXSTEEL INDS INC | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $46 | 0.00% | 20 | 4 | 25.0% | $9 | 加仓 |
| — | EMERALD HOLDING INC | $46 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | SECURITY NATL FINL CORP | $48 | 0.00% | 5 | 4 | 400.0% | $38 | 重新持有 |
| INNV | INNOVAGE HLDG CORP | $49 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CSTL | CASTLE BIOSCIENCES INC | $50 | 0.00% | 2 | -3 | -60.0% | -$75 | 减仓 |
| — | PRO-DEX INC COLO | $50 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| COSO | COASTALSOUTH BANCSHARES INC | $50 | 0.00% | 2 | 2 | — | $50 | 新建仓 |
| — | LIVEWIRE GROUP INC | $50 | 0.00% | 30 | 30 | — | $50 | 新建仓 |
| — | OUTSET MED INC | $50 | 0.00% | 13 | 13 | — | $50 | 新建仓 |
| — | PUTNAM ETF TRUST | $51 | 0.00% | 6 | 6 | — | $51 | 新建仓 |
| — | RE/MAX HLDGS INC | $52 | 0.00% | 9 | -41 | -82.0% | -$237 | 减仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $52 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PRAA | PRA GROUP INC | $53 | 0.00% | 3 | -80 | -96.4% | -$1,413 | 减仓 |
| PINE | ALPINE INCOME PPTY TR INC | $54 | 0.00% | 3 | -1 | -25.0% | -$18 | 减仓 |
| — | RITHM PPTY TR INC | $54 | 0.00% | 4 | 4 | — | $54 | 新建仓 |
| USCB | USCB FINANCIAL HOLDINGS INC | $56 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $57 | 0.00% | 3 | -3 | -50.0% | -$57 | 减仓 |
| — | BASSETT FURNITURE INDS INC | $57 | 0.00% | 4 | 3 | 300.0% | $43 | 加仓 |
| — | ATYR PHARMA INC | $57 | 0.00% | 72 | 72 | — | $57 | 新建仓 |
| — | NAVIENT CORPORATION | $58 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ISPIRE TECHNOLOGY INC | $58 | 0.00% | 31 | 5 | 19.2% | $9 | 加仓 |
| BKV | BKV CORP | $58 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CCNE | CNB FINL CORP PA | $58 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $59 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $59 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RSVR | RESERVOIR MEDIA INC | $59 | 0.00% | 6 | 1 | 20.0% | $10 | 加仓 |