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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL WTR RES INC | $114 | 0.00% | 15 | 2 | 15.4% | $15 | 加仓 |
| EVCM | EVERCOMMERCE INC | $115 | 0.00% | 10 | -1 | -9.1% | -$12 | 减仓 |
| EVGO | EVGO INC | $116 | 0.00% | 67 | -33 | -33.0% | -$57 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $117 | 0.00% | 2 | -8 | -80.0% | -$468 | 减仓 |
| RCKY | ROCKY BRANDS INC | $117 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $118 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $118 | 0.00% | 57 | 51 | 850.0% | $106 | 加仓 |
| RDW | REDWIRE CORPORATION | $119 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | AMERICAN WOODMARK CORP | $120 | 0.00% | 3 | -17 | -85.0% | -$680 | 减仓 |
| — | ALTI GLOBAL INC | $120 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BSVN | BANK7 CORP | $120 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | GENCOR INDS INC | $120 | 0.00% | 8 | 3 | 60.0% | $45 | 加仓 |
| ATOM | ATOMERA INC | $122 | 0.00% | 32 | 32 | — | $122 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $125 | 0.00% | 6 | 6 | — | $125 | 新建仓 |
| — | XOMA ROYALTY CORPORATION | $126 | 0.00% | 4 | 1 | 33.3% | $32 | 加仓 |
| TARA | PROTARA THERAPEUTICS INC | $126 | 0.00% | 24 | 24 | — | $126 | 新建仓 |
| VLGEA | VILLAGE SUPER MKT INC | $127 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CURV | TORRID HLDGS INC | $127 | 0.00% | 71 | 62 | 688.9% | $111 | 加仓 |
| — | NERDY INC | $127 | 0.00% | 155 | 140 | 933.3% | $115 | 重新持有 |
| — | FARADAY FUTURE INTLGT ELEC I | $127 | 0.00% | 460 | 460 | — | $127 | 新建仓 |
| MTN | VAIL RESORTS INC | $129 | 0.00% | 1 | -12 | -92.3% | -$1,548 | 减仓 |
| RUSHB | RUSH ENTERPRISES INC | $129 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WEYCO GROUP INC | $129 | 0.00% | 4 | 2 | 100.0% | $64 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $130 | 0.00% | 14 | -38 | -73.1% | -$353 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $131 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP | $131 | 0.00% | 11 | 11 | — | $131 | 新建仓 |
| CTGO | CONTANGO SILVER & GOLD INC | $132 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | CENTRAIS ELET BRAS SA | $132 | 0.00% | 12 | -8 | -40.0% | -$88 | 减仓 |
| GSAT | GLOBALSTAR INC | $133 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR | $133 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC | $133 | 0.00% | 56 | 50 | 833.3% | $119 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $134 | 0.00% | 16 | 16 | — | $134 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $135 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $135 | 0.00% | 82 | 74 | 925.0% | $122 | 加仓 |
| — | EVE HLDG INC | $137 | 0.00% | 55 | -105 | -65.6% | -$262 | 减仓 |
| PKE | PARK AEROSPACE CORP | $137 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC | $138 | 0.00% | 70 | -71 | -50.4% | -$140 | 减仓 |
| — | ESCALADE INC | $138 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $138 | 0.00% | 21 | 21 | — | $138 | 新建仓 |
| OPFI | OPPFI INC | $139 | 0.00% | 18 | -6 | -25.0% | -$46 | 减仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $139 | 0.00% | 6 | 2 | 50.0% | $46 | 加仓 |
| — | TRANSCONTINENTAL RLTY INVS | $140 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $140 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WTI | W & T OFFSHORE INC | $140 | 0.00% | 41 | -14 | -25.5% | -$48 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP | $140 | 0.00% | 6 | 4 | 200.0% | $93 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $141 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ZEVIA PBC | $141 | 0.00% | 120 | 111 | 1,233.3% | $130 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $142 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLDE | SLIDE INS HLDGS INC | $144 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | SEACOR MARINE HLDGS INC | $144 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $146 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST | $147 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TRNS | TRANSCAT INC | $147 | 0.00% | 2 | 2 | — | $147 | 新建仓 |
| — | SIGHT SCIENCES INC | $148 | 0.00% | 39 | 9 | 30.0% | $34 | 加仓 |
| IDT | IDT CORP | $148 | 0.00% | 3 | 1 | 50.0% | $49 | 加仓 |
| — | DOCGO INC | $149 | 0.00% | 236 | 229 | 3,271.4% | $145 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC | $150 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $151 | 0.00% | 3 | -1 | -25.0% | -$50 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $151 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC | $153 | 0.00% | 7 | -66 | -90.4% | -$1,443 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $154 | 0.00% | 6 | -99 | -94.3% | -$2,541 | 减仓 |
| U | UNITY SOFTWARE INC | $154 | 0.00% | 7 | -51 | -87.9% | -$1,122 | 减仓 |
| — | BRC INC | $156 | 0.00% | 200 | -445 | -69.0% | -$347 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $159 | 0.00% | 57 | 57 | — | $159 | 新建仓 |
| — | AMERICAN VANGUARD CORP | $160 | 0.00% | 64 | 51 | 392.3% | $128 | 重新持有 |
| MEC | MAYVILLE ENGR CO INC | $162 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $163 | 0.00% | 2 | -20 | -90.9% | -$1,630 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $163 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OAK VY BANCORP OAKDALE CALIF | $163 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BFS | SAUL CTRS INC | $163 | 0.00% | 5 | 1 | 25.0% | $33 | 加仓 |
| SVCO | SILVACO GROUP INC | $163 | 0.00% | 23 | 14 | 155.6% | $99 | 重新持有 |
| LCID | LUCID GROUP INC | $163 | 0.00% | 17 | 16 | 1,600.0% | $153 | 重新持有 |
| FRMI | FERMI INC | $164 | 0.00% | 28 | 28 | — | $164 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $165 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KROS | KEROS THERAPEUTICS INC | $166 | 0.00% | 15 | -57 | -79.2% | -$631 | 减仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $166 | 0.00% | 27 | -17 | -38.6% | -$105 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $166 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | KALTURA INC | $166 | 0.00% | 136 | 52 | 61.9% | $63 | 加仓 |
| CASK | MGP INGREDIENTS INC NEW | $166 | 0.00% | 9 | 3 | 50.0% | $55 | 重新持有 |
| SOBO | SOUTH BOW CORP | $167 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PDLB | PONCE FINANCIAL GROUP INC | $168 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TIPT | TIPTREE INC | $170 | 0.00% | 10 | -20 | -66.7% | -$340 | 减仓 |
| RLGT | RADIANT LOGISTICS INC | $170 | 0.00% | 24 | 17 | 242.9% | $120 | 加仓 |
| ADV | ADVANTAGE SOLUTIONS INC | $170 | 0.00% | 8 | 8 | — | $170 | 新建仓 |
| — | THE BEAUTY HEALTH COMPANY | $172 | 0.00% | 193 | -116 | -37.5% | -$103 | 减仓 |
| — | LCNB CORP | $172 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SEG | SEAPORT ENTMT GROUP INC | $172 | 0.00% | 8 | 1 | 14.3% | $22 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $172 | 0.00% | 12 | 4 | 50.0% | $57 | 加仓 |
| IREN | IREN LIMITED | $172 | 0.00% | 5 | 5 | — | $172 | 新建仓 |
| — | CARTESIAN THERAPEUTICS INC | $173 | 0.00% | 28 | 28 | — | $173 | 新建仓 |
| — | EAGLE FINL SVCS INC | $175 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USNA | USANA HEALTH SCIENCES INC | $175 | 0.00% | 10 | 8 | 400.0% | $140 | 加仓 |
| MASS | 908 DEVICES INC | $178 | 0.00% | 29 | -5 | -14.7% | -$31 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $181 | 0.00% | 10 | -5 | -33.3% | -$90 | 减仓 |
| — | CARNIVAL PLC | $181 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BELFA | BEL FUSE INC | $181 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCSC | SCANSOURCE INC | $182 | 0.00% | 5 | -36 | -87.8% | -$1,310 | 减仓 |
| MBUU | MALIBU BOATS INC | $182 | 0.00% | 7 | -4 | -36.4% | -$104 | 减仓 |
| PAYS | PAYSIGN INC | $183 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | AARDVARK THERAPEUTICS INC | $185 | 0.00% | 49 | 49 | — | $185 | 新建仓 |