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 |
|---|---|---|---|---|---|---|---|---|
| — | TRUBRIDGE INC | $59 | 0.00% | 4 | 4 | — | $59 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $60 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VIA | VIA TRANSN INC | $60 | 0.00% | 4 | 4 | — | $60 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $61 | 0.00% | 3 | 3 | — | $61 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $62 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CITIZENS FINL SVCS INC | $62 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | STRATUS PPTYS INC | $62 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $62 | 0.00% | 7 | 5 | 250.0% | $44 | 加仓 |
| — | MAMMOTH ENERGY SVCS INC | $62 | 0.00% | 25 | 21 | 525.0% | $52 | 加仓 |
| — | ALIGHT INC | $62 | 0.00% | 106 | 103 | 3,433.3% | $60 | 重新持有 |
| SABR | SABRE CORP | $63 | 0.00% | 43 | -650 | -93.8% | -$952 | 减仓 |
| PXED | PHOENIX ED PARTNERS INC | $63 | 0.00% | 2 | 2 | — | $63 | 新建仓 |
| IRON | DISC MEDICINE INC | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AKEBIA THREAPEUTICS INC | $64 | 0.00% | 46 | -12 | -20.7% | -$17 | 重新持有 |
| — | NI HLDGS INC | $65 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $65 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FUTUREFUEL CORP | $66 | 0.00% | 17 | -19 | -52.8% | -$74 | 减仓 |
| — | MONTAUK RENEWABLES INC | $66 | 0.00% | 57 | 45 | 375.0% | $52 | 加仓 |
| CDXS | CODEXIS INC | $66 | 0.00% | 40 | 40 | — | $66 | 新建仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $68 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $69 | 0.00% | 20 | 2 | 11.1% | $7 | 加仓 |
| CRD/A | CRAWFORD & CO | $70 | 0.00% | 7 | -1 | -12.5% | -$10 | 减仓 |
| — | 1 800 FLOWERS COM INC | $70 | 0.00% | 23 | 20 | 666.7% | $61 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $71 | 0.00% | 8 | -109 | -93.2% | -$967 | 减仓 |
| BJRI | BJS RESTAURANTS INC | $71 | 0.00% | 2 | -3 | -60.0% | -$106 | 减仓 |
| — | MYOMO INC | $71 | 0.00% | 104 | 67 | 181.1% | $46 | 加仓 |
| — | VIVID SEATS INC | $71 | 0.00% | 12 | 11 | 1,100.0% | $65 | 加仓 |
| TG | TREDEGAR CORP | $72 | 0.00% | 9 | 1 | 12.5% | $8 | 加仓 |
| — | KRONOS WORLDWIDE INC | $73 | 0.00% | 11 | 8 | 266.7% | $53 | 加仓 |
| — | PALLADYNE AI CORP | $73 | 0.00% | 12 | 12 | — | $73 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $73 | 0.00% | 43 | 43 | — | $73 | 新建仓 |
| — | MERIDIAN HOLDINGS INC | $73 | 0.00% | 10 | 10 | — | $73 | 新建仓 |
| NVAX | NOVAVAX INC | $74 | 0.00% | 9 | 9 | — | $74 | 新建仓 |
| SIBN | SI BONE INC | $76 | 0.00% | 6 | 4 | 200.0% | $51 | 加仓 |
| — | PLAYSTUDIOS INC | $76 | 0.00% | 161 | 158 | 5,266.7% | $75 | 加仓 |
| — | SPOK HLDGS INC | $77 | 0.00% | 7 | -38 | -84.4% | -$418 | 减仓 |
| TWI | TITAN INTL INC ILL | $77 | 0.00% | 11 | -19 | -63.3% | -$133 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $78 | 0.00% | 2 | -2 | -50.0% | -$78 | 减仓 |
| — | GOHEALTH INC | $79 | 0.00% | 52 | -18 | -25.7% | -$27 | 减仓 |
| — | ADC THERAPEUTICS SA | $79 | 0.00% | 21 | -9 | -30.0% | -$34 | 减仓 |
| — | BLUE FOUNDRY BANCORP | $80 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $81 | 0.00% | 1 | -3 | -75.0% | -$243 | 减仓 |
| RGR | STURM RUGER & CO INC | $81 | 0.00% | 2 | -3 | -60.0% | -$122 | 减仓 |
| — | EASTERN CO | $81 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $83 | 0.00% | 2 | -5 | -71.4% | -$208 | 减仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $83 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $84 | 0.00% | 15 | 11 | 275.0% | $62 | 加仓 |
| INSE | INSPIRED ENTMT INC | $86 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | SWK HLDGS CORP | $86 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OLP | ONE LIBERTY PPTYS INC | $86 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MCBS | METROCITY BANKSHARES INC | $87 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $87 | 0.00% | 35 | 28 | 400.0% | $70 | 加仓 |
| GEF/B | GREIF INC | $88 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC | $88 | 0.00% | 32 | -251 | -88.7% | -$690 | 重新持有 |
| — | RGC RES INC | $89 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | JOINT CORP | $89 | 0.00% | 10 | 6 | 150.0% | $53 | 加仓 |
| — | TEADS HLDG CO | $90 | 0.00% | 136 | 126 | 1,260.0% | $83 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $91 | 0.00% | 2 | -2 | -50.0% | -$91 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $91 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $91 | 0.00% | 136 | 129 | 1,842.9% | $86 | 加仓 |
| — | SEVEN HILLS REALTY TRUST | $91 | 0.00% | 11 | 7 | 175.0% | $58 | 重新持有 |
| AURA | AURA BIOSCIENCES INC | $94 | 0.00% | 14 | 14 | — | $94 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $95 | 0.00% | 4 | -62 | -93.9% | -$1,472 | 减仓 |
| — | UNITED SEC BANCSHARES CALIF | $95 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $95 | 0.00% | 47 | 20 | 74.1% | $40 | 加仓 |
| FC | FRANKLIN COVEY CO | $95 | 0.00% | 6 | 5 | 500.0% | $79 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $95 | 0.00% | 21 | -69 | -76.7% | -$312 | 重新持有 |
| — | HAIN CELESTIAL GROUP INC | $96 | 0.00% | 137 | -250 | -64.6% | -$175 | 减仓 |
| — | STEREOTAXIS INC | $96 | 0.00% | 52 | -4 | -7.1% | -$7 | 减仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $96 | 0.00% | 20 | 15 | 300.0% | $72 | 加仓 |
| — | BARK INC | $96 | 0.00% | 189 | 188 | 18,800.0% | $95 | 加仓 |
| CTS | CTS CORP | $96 | 0.00% | 2 | -4 | -66.7% | -$192 | 重新持有 |
| NVGS | NAVIGATOR HLDGS LTD | $97 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | MAXCYTE INC | $98 | 0.00% | 139 | -2 | -1.4% | -$1 | 减仓 |
| — | ON24 INC | $98 | 0.00% | 12 | 4 | 50.0% | $33 | 加仓 |
| — | DIGIMARC CORP NEW | $99 | 0.00% | 20 | 20 | — | $99 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $99 | 0.00% | 32 | 32 | — | $99 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $100 | 0.00% | 21 | -75 | -78.1% | -$357 | 减仓 |
| — | FIRST CAP INC | $100 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DSP | VIANT TECHNOLOGY INC | $101 | 0.00% | 9 | -3 | -25.0% | -$34 | 减仓 |
| PCYO | PURE CYCLE CORP | $101 | 0.00% | 10 | 7 | 233.3% | $71 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $102 | 0.00% | 9 | -15 | -62.5% | -$170 | 减仓 |
| — | EGAIN CORP | $103 | 0.00% | 13 | 1 | 8.3% | $8 | 加仓 |
| TDUP | THREDUP INC | $105 | 0.00% | 32 | 3 | 10.3% | $10 | 加仓 |
| TTAM | TITAN AMER SA | $105 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | SB FINL GROUP INC | $105 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $106 | 0.00% | 4 | -129 | -97.0% | -$3,418 | 减仓 |
| LMNR | LIMONEIRA CO | $108 | 0.00% | 8 | 7 | 700.0% | $94 | 加仓 |
| ISTR | INVESTAR HOLDING CORP | $110 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EVC | ENTRAVISION COMMUNICATIONS C | $110 | 0.00% | 37 | 1 | 2.8% | $3 | 加仓 |
| MGRC | MCGRATH RENTCORP | $111 | 0.00% | 1 | -20 | -95.2% | -$2,220 | 减仓 |
| ICLR | ICON PLC | $111 | 0.00% | 1 | -2 | -66.7% | -$222 | 减仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $111 | 0.00% | 18 | 17 | 1,700.0% | $105 | 加仓 |
| — | SUNOPTA INC | $111 | 0.00% | 17 | 17 | — | $111 | 新建仓 |
| TBCH | TURTLE BEACH CORP | $112 | 0.00% | 11 | -19 | -63.3% | -$193 | 减仓 |
| — | SUPERIOR GROUP OF CO INC | $112 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC | $112 | 0.00% | 49 | 26 | 113.0% | $59 | 加仓 |
| — | GREENE CNTY BANCORP INC | $113 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $113 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | TRAVELZOO | $113 | 0.00% | 19 | 18 | 1,800.0% | $107 | 加仓 |