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 |
|---|---|---|---|---|---|---|---|---|
| CLFD | CLEARFIELD INC | $186 | 0.00% | 7 | -2 | -22.2% | -$53 | 减仓 |
| — | ASCENT INDUSTRIES CO | $187 | 0.00% | 14 | 12 | 600.0% | $160 | 加仓 |
| PONY | PONY AI INC | $189 | 0.00% | 20 | 20 | — | $189 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $190 | 0.00% | 3 | -7 | -70.0% | -$443 | 减仓 |
| BLKB | BLACKBAUD INC | $194 | 0.00% | 5 | -85 | -94.4% | -$3,298 | 减仓 |
| RM | REGIONAL MGMT CORP | $194 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CF BANKSHARES INC | $196 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $198 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $199 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | FORRESTER RESH INC | $199 | 0.00% | 35 | 29 | 483.3% | $165 | 加仓 |
| NCMI | NATIONAL CINEMEDIA INC | $199 | 0.00% | 65 | 65 | — | $199 | 新建仓 |
| MPAA | MOTORCAR PTS AMER INC | $200 | 0.00% | 18 | -20 | -52.6% | -$222 | 减仓 |
| SPIR | SPIRE GLOBAL INC | $202 | 0.00% | 16 | 13 | 433.3% | $164 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $206 | 0.00% | 8 | -1 | -11.1% | -$26 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $207 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE INC | $208 | 0.00% | 42 | -75 | -64.1% | -$371 | 减仓 |
| UNTY | UNITY BANCORP INC | $208 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $208 | 0.00% | 5 | -1 | -16.7% | -$42 | 减仓 |
| — | DMC GLOBAL INC | $209 | 0.00% | 40 | 30 | 300.0% | $157 | 重新持有 |
| BSY | BENTLEY SYS INC | $211 | 0.00% | 6 | -7 | -53.8% | -$246 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $211 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HROW | HARROW INC | $212 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $213 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $213 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | PULMONX CORP | $213 | 0.00% | 165 | 165 | — | $213 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $214 | 0.00% | 7 | -6 | -46.2% | -$183 | 减仓 |
| NXH | BED BATH & BEYOND INC | $214 | 0.00% | 46 | 46 | — | $214 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $217 | 0.00% | 7 | 2 | 40.0% | $62 | 加仓 |
| CDZI | CADIZ INC | $217 | 0.00% | 44 | 28 | 175.0% | $138 | 加仓 |
| — | HERON THERAPEUTICS INC | $217 | 0.00% | 271 | 271 | — | $217 | 新建仓 |
| — | REPOSITRAK INC | $221 | 0.00% | 29 | 29 | — | $221 | 新建仓 |
| MYFW | FIRST WESTN FINL INC | $222 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $222 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $224 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FSTR | FOSTER L B CO | $224 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $225 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $225 | 0.00% | 38 | 38 | — | $225 | 新建仓 |
| — | RIVERVIEW BANCORP INC | $226 | 0.00% | 41 | -6 | -12.8% | -$33 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $226 | 0.00% | 26 | 1 | 4.0% | $9 | 加仓 |
| — | SOUNDTHINKING INC | $226 | 0.00% | 34 | 33 | 3,300.0% | $219 | 加仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $228 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $228 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EZPW | EZCORP INC | $229 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $230 | 0.00% | 6 | -1 | -14.3% | -$38 | 减仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $231 | 0.00% | 43 | 26 | 152.9% | $140 | 加仓 |
| FSBW | FS BANCORP INC | $232 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OLAPLEX HLDGS INC | $232 | 0.00% | 114 | 62 | 119.2% | $126 | 加仓 |
| FWRD | FORWARD AIR CORP | $234 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $234 | 0.00% | 45 | 45 | — | $234 | 新建仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $236 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $236 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $236 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $237 | 0.00% | 20 | -125 | -86.2% | -$1,481 | 减仓 |
| KE | KIMBALL ELECTRONICS INC | $237 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC COMPANY | $237 | 0.00% | 16 | 11 | 220.0% | $163 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $238 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $239 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ZGN | ERMENEGILDO ZEGNA N V | $240 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $241 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | TUCOWS INC | $241 | 0.00% | 14 | 9 | 180.0% | $155 | 加仓 |
| — | EIGHTCO HOLDINGS INC | $241 | 0.00% | 258 | 258 | — | $241 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $242 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $242 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $243 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $243 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BWFG | BANKWELL FINL GROUP INC | $243 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC | $245 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PLBC | PLUMAS BANCORP | $245 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CVRX INC | $246 | 0.00% | 26 | 26 | — | $246 | 新建仓 |
| STC | STEWART INFORMATION SVCS COR | $247 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CPI CARD GROUP INC | $247 | 0.00% | 17 | 7 | 70.0% | $102 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC | $250 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | LINKBANCORP INC | $251 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC | $251 | 0.00% | 194 | 171 | 743.5% | $221 | 加仓 |
| LEN/B | LENNAR CORP | $253 | 0.00% | 3 | -32 | -91.4% | -$2,699 | 减仓 |
| GLIBK | GCI LIBERTY INC | $261 | 0.00% | 7 | -3 | -30.0% | -$112 | 减仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $261 | 0.00% | 123 | 120 | 4,000.0% | $255 | 加仓 |
| STAA | STAAR SURGICAL CO | $262 | 0.00% | 14 | -27 | -65.9% | -$505 | 减仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $263 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | LIFEZONE METALS LIMITED | $263 | 0.00% | 78 | 4 | 5.4% | $13 | 加仓 |
| GBX | GREENBRIER COS INC | $264 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $265 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $266 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $266 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NKTX | NKARTA INC | $266 | 0.00% | 126 | 114 | 950.0% | $241 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC | $268 | 0.00% | 158 | -16 | -9.2% | -$27 | 减仓 |
| ENIC | ENEL CHILE SA | $268 | 0.00% | 68 | -4 | -5.6% | -$16 | 减仓 |
| HBT | HBT FINL INC. | $268 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MRX | MAREX GROUP PLC | $268 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| INBX | INHIBRX BIOSCIENCES INC | $269 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EU | ENCORE ENERGY CORP | $269 | 0.00% | 149 | 40 | 36.7% | $72 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $270 | 0.00% | 22 | -24 | -52.2% | -$295 | 减仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $271 | 0.00% | 123 | -142 | -53.6% | -$313 | 减仓 |
| — | PROASSURANCE CORP | $272 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ATNI | ATN INTL INC | $273 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GPGI | GPGI INC | $274 | 0.00% | 16 | -46 | -74.2% | -$788 | 减仓 |
| HCKT | HACKETT GROUP INC | $274 | 0.00% | 21 | 21 | — | $274 | 新建仓 |
| PNTG | PENNANT GROUP INC | $275 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $275 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP INC | $278 | 0.00% | 4 | 0 | 0.0% | — | 不变 |