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 |
|---|---|---|---|---|---|---|---|---|
| TWI | TITAN INTL INC ILL | $8 | 0.00% | 1 | -10 | -90.9% | -$80 | 减仓 |
| — | US GOLDMINING INC | $9 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $9 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | XCF GLOBAL INC | $9 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | FOLD HLDGS INC | $10 | 0.00% | 20 | 14 | 233.3% | $7 | 加仓 |
| — | CONSUMER PORTFOLIO SVCS INC | $10 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SILVERCREST ASSET MGMT GROUP | $11 | 0.00% | 1 | -1 | -50.0% | -$11 | 减仓 |
| — | A K A BRANDS HLDG CORP | $11 | 0.00% | 1 | -1 | -50.0% | -$11 | 减仓 |
| — | OPENDOOR TECHNOLOGIES INC | $11 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | AIRSHIP AI HLDGS INC | $12 | 0.00% | 5 | 2 | 66.7% | $5 | 加仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $13 | 0.00% | 1 | -45 | -97.8% | -$585 | 减仓 |
| — | SOLESENCE INC | $13 | 0.00% | 17 | 12 | 240.0% | $9 | 加仓 |
| — | SBC MED GROUP HLDGS INC | $13 | 0.00% | 4 | 4 | — | $13 | 新建仓 |
| — | UNIVERSAL LOGISTICS HLDGS IN | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| — | MEDIWOUND LTD | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $16 | 0.00% | 5 | 5 | — | $16 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC | $18 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TTAM | TITAN AMER SA | $19 | 0.00% | 1 | -6 | -85.7% | -$114 | 减仓 |
| NATR | NATURES SUNSHINE PRODS INC | $22 | 0.00% | 1 | -15 | -93.8% | -$330 | 减仓 |
| — | VROOM INC | $24 | 0.00% | 3 | 3 | — | $24 | 新建仓 |
| — | COMPX INTL INC | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $25 | 0.00% | 20 | -261 | -92.9% | -$326 | 重新持有 |
| — | KOLIBRI GLOBAL ENERGY INC | $25 | 0.00% | 5 | 5 | — | $25 | 新建仓 |
| — | STRAWBERRY FIELDS REIT INC | $28 | 0.00% | 2 | 2 | — | $28 | 新建仓 |
| LWAY | LIFEWAY FOODS INC | $30 | 0.00% | 1 | 1 | — | $30 | 新建仓 |
| — | LANDMARK BANCORP INC | $31 | 0.00% | 1 | 1 | — | $31 | 新建仓 |
| — | MEDALLION FINANCIAL CORP | $31 | 0.00% | 3 | 3 | — | $31 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $31 | 0.00% | 1 | 1 | — | $31 | 新建仓 |
| — | LANDS END INC NEW | $32 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MG | MISTRAS GROUP INC | $35 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | RHINEBECK BANCORP INC | $35 | 0.00% | 2 | 2 | — | $35 | 新建仓 |
| CASK | MGP INGREDIENTS INC NEW | $36 | 0.00% | 2 | -7 | -77.8% | -$126 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $37 | 0.00% | 1 | -8 | -88.9% | -$296 | 减仓 |
| — | VERDE CLEAN FUELS INC | $37 | 0.00% | 36 | 25 | 227.3% | $26 | 加仓 |
| — | NEONODE INC | $37 | 0.00% | 39 | 31 | 387.5% | $29 | 重新持有 |
| — | CB FINL SVCS INC | $38 | 0.00% | 1 | 1 | — | $38 | 新建仓 |
| ESOA | ENERGY SERVICES OF AMER CORP | $39 | 0.00% | 2 | 2 | — | $39 | 新建仓 |
| CRMD | CORMEDIX INC | $40 | 0.00% | 5 | 5 | — | $40 | 新建仓 |
| LQDT | LIQUIDITY SVCS INC | $40 | 0.00% | 1 | 1 | — | $40 | 新建仓 |
| — | HAWTHORN BANCSHARES INC | $40 | 0.00% | 1 | 1 | — | $40 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $42 | 0.00% | 5 | -7 | -58.3% | -$59 | 减仓 |
| VLGEA | VILLAGE SUPER MKT INC | $43 | 0.00% | 1 | -2 | -66.7% | -$86 | 减仓 |
| NBBK | NB BANCORP INC | $43 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BV FINL INC | $43 | 0.00% | 2 | 2 | — | $43 | 新建仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $44 | 0.00% | 20 | -36 | -64.3% | -$79 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $45 | 0.00% | 2 | -2 | -50.0% | -$45 | 减仓 |
| — | ACTUATE THERAPEUTICS INC | $45 | 0.00% | 29 | 15 | 107.1% | $23 | 加仓 |
| ACH | ACCENDRA HEALTH INC | $45 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | EVI INDS INC | $45 | 0.00% | 3 | 2 | 200.0% | $30 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $48 | 0.00% | 1 | 1 | — | $48 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC | $52 | 0.00% | 11 | -31 | -73.8% | -$147 | 减仓 |
| — | PUTNAM ETF TRUST | $52 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $52 | 0.00% | 5 | -16 | -76.2% | -$166 | 重新持有 |
| BKV | BKV CORP | $55 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | LIVEWIRE GROUP INC | $55 | 0.00% | 49 | 19 | 63.3% | $21 | 加仓 |
| CRD/A | CRAWFORD & CO | $57 | 0.00% | 5 | -2 | -28.6% | -$23 | 减仓 |
| PRAA | PRA GROUP INC | $57 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ALPHA TEKNOVA INC | $57 | 0.00% | 10 | 7 | 233.3% | $40 | 加仓 |
| — | ISPIRE TECHNOLOGY INC | $58 | 0.00% | 51 | 20 | 64.5% | $23 | 加仓 |
| — | PRO-DEX INC COLO | $59 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $60 | 0.00% | 2 | -4 | -66.7% | -$120 | 减仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $60 | 0.00% | 3 | -7 | -70.0% | -$140 | 减仓 |
| INNV | INNOVAGE HLDG CORP | $60 | 0.00% | 5 | -1 | -16.7% | -$12 | 减仓 |
| OPBK | OP BANCORP | $60 | 0.00% | 4 | 3 | 300.0% | $45 | 加仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $62 | 0.00% | 4 | 3 | 300.0% | $46 | 加仓 |
| PXED | PHOENIX ED PARTNERS INC | $66 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SOUTHLAND HLDGS INC | $66 | 0.00% | 99 | 78 | 371.4% | $52 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $67 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CCNE | CNB FINL CORP PA | $68 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $68 | 0.00% | 18 | -184 | -91.1% | -$695 | 重新持有 |
| FHTX | FOGHORN THERAPEUTICS INC | $69 | 0.00% | 14 | -6 | -30.0% | -$30 | 减仓 |
| — | AUDIOEYE INC | $70 | 0.00% | 12 | 8 | 200.0% | $47 | 加仓 |
| — | SKYX PLATFORMS CORP | $71 | 0.00% | 64 | 57 | 814.3% | $63 | 加仓 |
| — | RGC RES INC | $72 | 0.00% | 3 | -1 | -25.0% | -$24 | 减仓 |
| — | KULR TECHNOLOGY GROUP INC | $73 | 0.00% | 19 | 17 | 850.0% | $65 | 加仓 |
| RAL | RALLIANT CORP | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TEVOGEN BIO HLDGS INC | $74 | 0.00% | 13 | 13 | — | $74 | 新建仓 |
| NVCT | NUVECTIS PHARMA INC | $74 | 0.00% | 4 | 4 | — | $74 | 新建仓 |
| CALX | CALIX INC | $75 | 0.00% | 2 | -4 | -66.7% | -$150 | 减仓 |
| — | GENCOR INDS INC | $75 | 0.00% | 5 | -3 | -37.5% | -$45 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $76 | 0.00% | 16 | -70 | -81.4% | -$332 | 减仓 |
| — | PRINCETON BANCORP INC | $76 | 0.00% | 2 | 1 | 100.0% | $38 | 加仓 |
| — | XEROX HOLDINGS CORP | $76 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| — | CLIPPER RLTY INC | $77 | 0.00% | 28 | 17 | 154.5% | $47 | 加仓 |
| KIDS | ORTHOPEDIATRICS CORP | $77 | 0.00% | 4 | 4 | — | $77 | 新建仓 |
| — | C & F FINL CORP | $80 | 0.00% | 1 | 1 | — | $80 | 新建仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $81 | 0.00% | 4 | 4 | — | $81 | 新建仓 |
| — | ECB BANCORP INC | $81 | 0.00% | 4 | 4 | — | $81 | 新建仓 |
| STEP | STEPSTONE GROUP INC | $83 | 0.00% | 2 | -79 | -97.5% | -$3,278 | 减仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $84 | 0.00% | 16 | 8 | 100.0% | $42 | 加仓 |
| — | NET POWER INC | $84 | 0.00% | 50 | 38 | 316.7% | $64 | 加仓 |
| ELMD | ELECTROMED INC | $85 | 0.00% | 2 | 1 | 100.0% | $42 | 加仓 |
| — | EXZEO GROUP INC | $85 | 0.00% | 5 | 5 | — | $85 | 新建仓 |
| CTO | CTO RLTY GROWTH INC NEW | $87 | 0.00% | 4 | -11 | -73.3% | -$239 | 减仓 |
| — | LIBERTY CAP CORP | $88 | 0.00% | 4 | 4 | — | $88 | 新建仓 |
| ASPN | ASPEN AEROGELS INC | $89 | 0.00% | 14 | -6 | -30.0% | -$38 | 减仓 |
| ISTR | INVESTAR HOLDING CORP | $90 | 0.00% | 3 | -1 | -25.0% | -$30 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $90 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $92 | 0.00% | 3 | 3 | — | $92 | 新建仓 |
| VEL | VELOCITY FINL INC | $93 | 0.00% | 5 | -13 | -72.2% | -$242 | 减仓 |