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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $42.63万 | 0.10% | 3,046 | 131 | 4.5% | $1.83万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.86万 | 0.11% | 7,785 | 165 | 2.2% | $9,507 | 加仓 |
| CNC | CENTENE CORP DEL | $45.63万 | 0.11% | 7,108 | -1,242 | -14.9% | -$7.97万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $47.45万 | 0.11% | 10,175 | -169 | -1.6% | -$7,880 | 减仓 |
| APH | AMPHENOL CORP | $47.54万 | 0.11% | 2,696 | -656 | -19.6% | -$11.57万 | 减仓 |
| LLY | ELI LILLY & CO | $47.61万 | 0.11% | 397 | -36 | -8.3% | -$4.32万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $49.41万 | 0.12% | 1,707 | 169 | 11.0% | $4.89万 | 加仓 |
| AVGO | BROADCOM INC | $49.98万 | 0.12% | 1,323 | -27 | -2.0% | -$1.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $50.39万 | 0.12% | 1,984 | -320 | -13.9% | -$8.13万 | 减仓 |
| INTC | INTEL CORP | $54.05万 | 0.13% | 3,871 | -1,761 | -31.3% | -$24.59万 | 减仓 |
| LONZ | PIMCO ETF TR | $54.61万 | 0.13% | 11,074 | 11,074 | — | $54.61万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $55.89万 | 0.13% | 875 | 44 | 5.3% | $2.81万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $58.68万 | 0.14% | 14,438 | -357 | -2.4% | -$1.45万 | 减仓 |
| GE | GE AEROSPACE | $58.97万 | 0.14% | 1,578 | -42 | -2.6% | -$1.57万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $60.30万 | 0.14% | 3,098 | -19 | -0.6% | -$3,698 | 减仓 |
| MCD | MCDONALDS CORP | $61.31万 | 0.15% | 2,268 | -31 | -1.3% | -$8,380 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $65.60万 | 0.16% | 2,004 | -198 | -9.0% | -$6.48万 | 减仓 |
| FIX | COMFORT SYS USA INC | $78.88万 | 0.19% | 398 | -49 | -11.0% | -$9.71万 | 减仓 |
| IVV | ISHARES TR | $83.73万 | 0.20% | 1,118 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $89.00万 | 0.21% | 3,734 | 541 | 16.9% | $12.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $89.71万 | 0.21% | 2,405 | 480 | 24.9% | $17.90万 | 加仓 |
| CAT | CATERPILLAR INC | $104.41万 | 0.25% | 980 | -37 | -3.6% | -$3.94万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $105.62万 | 0.25% | 16,100 | -150 | -0.9% | -$9,840 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $110.47万 | 0.26% | 957 | 61 | 6.8% | $7.04万 | 加仓 |
| GOOGL | ALPHABET INC | $130.98万 | 0.31% | 3,665 | -307 | -7.7% | -$10.97万 | 减仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $140.17万 | 0.33% | 27,805 | -9,792 | -26.0% | -$49.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $158.15万 | 0.38% | 7,904 | 260 | 3.4% | $5.20万 | 加仓 |
| AVUQ | AMERICAN CENTY ETF TR | $177.68万 | 0.42% | 26,921 | -920 | -3.3% | -$6.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $227.43万 | 0.54% | 58,632 | -3,030 | -4.9% | -$11.75万 | 减仓 |
| PYLD | PIMCO ETF TR | $229.98万 | 0.55% | 86,721 | 12,814 | 17.3% | $33.98万 | 加仓 |
| AAPL | APPLE INC | $265.55万 | 0.63% | 9,177 | -62 | -0.7% | -$1.79万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $268.96万 | 0.64% | 7,268 | -131 | -1.8% | -$4.85万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $280.40万 | 0.67% | 40,114 | -1,473 | -3.5% | -$10.30万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $290.48万 | 0.69% | 35,450 | -294 | -0.8% | -$2.41万 | 减仓 |
| PMBS | PIMCO ETF TR | $486.24万 | 1.16% | 98,469 | 74,334 | 308.0% | $367.06万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $521.17万 | 1.24% | 40,691 | -2,563 | -5.9% | -$32.83万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $532.79万 | 1.27% | 59,730 | -700 | -1.2% | -$6.24万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $658.94万 | 1.57% | 168,484 | -308 | -0.2% | -$1.20万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $1,080.43万 | 2.57% | 220,181 | -9,733 | -4.2% | -$47.76万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,327.17万 | 3.16% | 106,378 | 10,342 | 10.8% | $129.03万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,701.09万 | 4.05% | 498,488 | 39,372 | 8.6% | $134.36万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1,902.98万 | 4.53% | 1,490,531 | 588,177 | 65.2% | $750.93万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2,962.13万 | 7.05% | 694,242 | -7,047 | -1.0% | -$30.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,275.00万 | 7.79% | 784,807 | 63,767 | 8.8% | $266.10万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,233.12万 | 10.07% | 1,136,103 | 73,774 | 6.9% | $274.88万 | 加仓 |
| BOXX | EA SERIES TRUST | $5,692.10万 | 13.54% | 486,131 | -10,900 | -2.2% | -$127.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6,647.70万 | 15.81% | 1,498,581 | 97,820 | 7.0% | $433.93万 | 加仓 |