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 |
|---|---|---|---|---|---|---|---|---|
| VRRM | VERRA MOBILITY CORP | $94 | 0.00% | 22 | -156 | -87.6% | -$667 | 减仓 |
| IMMR | IMMERSION CORP | $95 | 0.00% | 14 | 9 | 180.0% | $61 | 加仓 |
| — | PATRIOT NATL BANCORP INC | $95 | 0.00% | 99 | 95 | 2,375.0% | $91 | 加仓 |
| — | WESTWOOD HLDGS GROUP INC | $96 | 0.00% | 5 | 4 | 400.0% | $77 | 加仓 |
| NPCE | NEUROPACE INC | $96 | 0.00% | 6 | 6 | — | $96 | 新建仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $97 | 0.00% | 9 | -9 | -50.0% | -$97 | 减仓 |
| — | PAMT CORP | $99 | 0.00% | 7 | 2 | 40.0% | $28 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $100 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | GREENE CNTY BANCORP INC | $101 | 0.00% | 3 | -2 | -40.0% | -$67 | 减仓 |
| — | HIREQUEST INC | $101 | 0.00% | 8 | 6 | 300.0% | $76 | 加仓 |
| — | NACCO INDS INC | $101 | 0.00% | 2 | 2 | — | $101 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $102 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC | $103 | 0.00% | 2 | 2 | — | $103 | 新建仓 |
| OKLO | OKLO INC | $105 | 0.00% | 2 | 2 | — | $105 | 新建仓 |
| ONON | ON HLDG AG | $107 | 0.00% | 3 | -33 | -91.7% | -$1,177 | 减仓 |
| — | CAPSOVISION INC | $107 | 0.00% | 14 | 14 | — | $107 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $108 | 0.00% | 17 | 17 | — | $108 | 新建仓 |
| — | FITLIFE BRANDS INC | $111 | 0.00% | 10 | 10 | — | $111 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $112 | 0.00% | 3 | -15 | -83.3% | -$560 | 减仓 |
| UE | URBAN EDGE PPTYS | $115 | 0.00% | 5 | -15 | -75.0% | -$345 | 减仓 |
| KRUS | KURA SUSHI USA INC | $116 | 0.00% | 2 | 2 | — | $116 | 新建仓 |
| SWBI | SMITH & WESSON BRANDS INC | $121 | 0.00% | 8 | -4 | -33.3% | -$60 | 减仓 |
| — | KRONOS WORLDWIDE INC | $121 | 0.00% | 19 | 8 | 72.7% | $51 | 加仓 |
| — | MAMMOTH ENERGY SVCS INC | $121 | 0.00% | 37 | 12 | 48.0% | $39 | 加仓 |
| — | UNION BANKSHARES INC | $122 | 0.00% | 5 | 5 | — | $122 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $122 | 0.00% | 21 | 21 | — | $122 | 新建仓 |
| AROW | ARROW FINL CORP | $123 | 0.00% | 3 | -8 | -72.7% | -$328 | 减仓 |
| BOC | BOSTON OMAHA CORP | $123 | 0.00% | 9 | 7 | 350.0% | $96 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC | $125 | 0.00% | 6 | 3 | 100.0% | $62 | 加仓 |
| — | NI HLDGS INC | $126 | 0.00% | 8 | 3 | 60.0% | $47 | 加仓 |
| LAZ | LAZARD INC | $126 | 0.00% | 3 | -72 | -96.0% | -$3,024 | 重新持有 |
| — | AXIA ENERGIA SA | $127 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $128 | 0.00% | 3 | -178 | -98.3% | -$7,595 | 减仓 |
| — | FIRST CAP INC | $130 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $131 | 0.00% | 20 | -18 | -47.4% | -$118 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $131 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JMSB | JOHN MARSHALL BANCORP INC | $131 | 0.00% | 6 | 5 | 500.0% | $109 | 加仓 |
| LMND | LEMONADE INC | $131 | 0.00% | 2 | 2 | — | $131 | 新建仓 |
| — | LIFEVANTAGE CORP | $132 | 0.00% | 21 | 17 | 425.0% | $107 | 加仓 |
| OABI | OMNIAB INC | $133 | 0.00% | 54 | 38 | 237.5% | $94 | 加仓 |
| — | OAK VY BANCORP OAKDALE CALIF | $135 | 0.00% | 4 | -1 | -20.0% | -$34 | 减仓 |
| — | HAIN CELESTIAL GROUP INC | $136 | 0.00% | 241 | 104 | 75.9% | $59 | 加仓 |
| — | HAMILTON BEACH BRANDS HLDG C | $139 | 0.00% | 6 | 6 | — | $139 | 新建仓 |
| — | SIGHT SCIENCES INC | $141 | 0.00% | 26 | -13 | -33.3% | -$70 | 减仓 |
| — | SPOK HLDGS INC | $144 | 0.00% | 14 | 7 | 100.0% | $72 | 加仓 |
| ACU | ACME UTD CORP | $144 | 0.00% | 3 | 3 | — | $144 | 新建仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $145 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CITIZENS FINL SVCS INC | $145 | 0.00% | 2 | 1 | 100.0% | $72 | 加仓 |
| — | FINWISE BANCORP | $145 | 0.00% | 10 | 10 | — | $145 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $146 | 0.00% | 10 | 7 | 233.3% | $102 | 加仓 |
| FLXS | FLEXSTEEL INDS INC | $149 | 0.00% | 2 | 1 | 100.0% | $74 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $149 | 0.00% | 13 | 13 | — | $149 | 新建仓 |
| KVYO | KLAVIYO INC | $151 | 0.00% | 10 | -90 | -90.0% | -$1,359 | 减仓 |
| — | SKILLSOFT CORP | $151 | 0.00% | 29 | 28 | 2,800.0% | $146 | 加仓 |
| — | SUNRISE RLTY TR INC | $151 | 0.00% | 19 | 19 | — | $151 | 新建仓 |
| — | TRAVELZOO | $152 | 0.00% | 13 | -6 | -31.6% | -$70 | 减仓 |
| HVT | HAVERTY FURNITURE COS INC | $154 | 0.00% | 6 | -16 | -72.7% | -$411 | 减仓 |
| RIG | TRANSOCEAN LTD | $157 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MASS | 908 DEVICES INC | $157 | 0.00% | 18 | -11 | -37.9% | -$96 | 减仓 |
| — | RICHMOND MUT BANCORPORATION | $159 | 0.00% | 10 | 10 | — | $159 | 新建仓 |
| PGEN | PRECIGEN INC | $160 | 0.00% | 28 | 28 | — | $160 | 新建仓 |
| RLGT | RADIANT LOGISTICS INC | $161 | 0.00% | 17 | -7 | -29.2% | -$66 | 减仓 |
| PACK | RANPAK HOLDINGS CORP | $161 | 0.00% | 22 | 22 | — | $161 | 新建仓 |
| NOVT | NOVANTA INC | $163 | 0.00% | 1 | -23 | -95.8% | -$3,749 | 减仓 |
| — | HANOVER BANCORP INC | $164 | 0.00% | 7 | 7 | — | $164 | 新建仓 |
| — | CREXENDO INC | $165 | 0.00% | 22 | -30 | -57.7% | -$225 | 减仓 |
| — | RESOURCES CONNECTION INC | $166 | 0.00% | 39 | 30 | 333.3% | $128 | 加仓 |
| — | NERDY INC | $167 | 0.00% | 182 | 27 | 17.4% | $25 | 加仓 |
| — | EPSILON ENERGY LTD | $168 | 0.00% | 31 | -19 | -38.0% | -$103 | 减仓 |
| TIMB | TIM S A | $172 | 0.00% | 8 | -9 | -52.9% | -$194 | 减仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $172 | 0.00% | 2 | 2 | — | $172 | 新建仓 |
| — | MAINSTREET BANCSHARES INC | $173 | 0.00% | 7 | 7 | — | $173 | 新建仓 |
| — | FLYEXCLUSIVE INC | $174 | 0.00% | 87 | 78 | 866.7% | $156 | 加仓 |
| TEM | TEMPUS AI INC | $174 | 0.00% | 3 | 3 | — | $174 | 新建仓 |
| CAL | CALERES INC | $174 | 0.00% | 14 | 5 | 55.6% | $62 | 重新持有 |
| — | SECURITY NATL FINL CORP | $175 | 0.00% | 18 | 13 | 260.0% | $126 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $176 | 0.00% | 2 | -13 | -86.7% | -$1,144 | 减仓 |
| — | CADELER A S | $176 | 0.00% | 8 | 6 | 300.0% | $132 | 重新持有 |
| SOBO | SOUTH BOW CORP | $177 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $178 | 0.00% | 2 | -1 | -33.3% | -$89 | 减仓 |
| — | HEALTH CATALYST INC | $178 | 0.00% | 89 | 89 | — | $178 | 新建仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $182 | 0.00% | 20 | 10 | 100.0% | $91 | 加仓 |
| — | ARRIVE AI INC | $183 | 0.00% | 426 | 383 | 890.7% | $165 | 加仓 |
| — | VUZIX CORP | $183 | 0.00% | 63 | 63 | — | $183 | 新建仓 |
| ASTE | ASTEC INDS INC | $184 | 0.00% | 3 | -9 | -75.0% | -$552 | 减仓 |
| MPAA | MOTORCAR PTS AMER INC | $184 | 0.00% | 12 | -6 | -33.3% | -$92 | 减仓 |
| — | TRANSCONTINENTAL RLTY INVS | $184 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CMTG | CLAROS MTG TR INC | $184 | 0.00% | 78 | 42 | 116.7% | $99 | 重新持有 |
| IIPR | INNOVATIVE INDL PPTYS INC | $186 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LOCO | EL POLLO LOCO HLDGS INC | $187 | 0.00% | 11 | -44 | -80.0% | -$748 | 减仓 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $188 | 0.00% | 8 | -2 | -20.0% | -$47 | 减仓 |
| BEKE | KE HLDGS INC | $189 | 0.00% | 13 | -114 | -89.8% | -$1,657 | 减仓 |
| — | WALDENCAST PLC | $191 | 0.00% | 108 | 98 | 980.0% | $173 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $192 | 0.00% | 11 | -31 | -73.8% | -$541 | 减仓 |
| TALO | TALOS ENERGY INC | $194 | 0.00% | 15 | -60 | -80.0% | -$776 | 减仓 |
| FSBC | FIVE STAR BANCORP | $195 | 0.00% | 4 | -8 | -66.7% | -$390 | 减仓 |
| PSMT | PRICESMART INC | $196 | 0.00% | 1 | -7 | -87.5% | -$1,372 | 减仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $196 | 0.00% | 15 | -22 | -59.5% | -$287 | 减仓 |
| — | FB BANCORP INC | $196 | 0.00% | 13 | 10 | 333.3% | $151 | 加仓 |
| — | WEYCO GROUP INC | $197 | 0.00% | 5 | 1 | 25.0% | $39 | 加仓 |