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 |
|---|---|---|---|---|---|---|---|---|
| TARA | PROTARA THERAPEUTICS INC | $199 | 0.00% | 52 | 28 | 116.7% | $107 | 加仓 |
| HL | HECLA MINING COMPANY | $201 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SI | SHOULDER INNOVATIONS INC | $203 | 0.00% | 10 | 9 | 900.0% | $183 | 加仓 |
| — | DEFINITIVE HEALTHCARE CORP | $205 | 0.00% | 246 | -93 | -27.4% | -$78 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $205 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| USCB | USCB FINANCIAL HOLDINGS INC | $205 | 0.00% | 10 | 7 | 233.3% | $144 | 加仓 |
| — | ESCALADE INC | $207 | 0.00% | 11 | 3 | 37.5% | $56 | 加仓 |
| — | BIOTE CORP | $207 | 0.00% | 109 | 82 | 303.7% | $156 | 加仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $208 | 0.00% | 25 | 22 | 733.3% | $183 | 加仓 |
| OXM | OXFORD INDS INC | $210 | 0.00% | 6 | -7 | -53.8% | -$245 | 重新持有 |
| — | VIVID SEATS INC | $216 | 0.00% | 33 | 21 | 175.0% | $137 | 加仓 |
| CURV | TORRID HLDGS INC | $217 | 0.00% | 116 | 45 | 63.4% | $84 | 加仓 |
| OGN | ORGANON & CO | $217 | 0.00% | 16 | 16 | — | $217 | 新建仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $217 | 0.00% | 8 | 8 | — | $217 | 新建仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $218 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $219 | 0.00% | 8 | 1 | 14.3% | $27 | 重新持有 |
| ICL | ICL GROUP LTD | $220 | 0.00% | 44 | -339 | -88.5% | -$1,695 | 减仓 |
| GME | GAMESTOP CORP | $221 | 0.00% | 10 | 10 | — | $221 | 新建仓 |
| — | TEADS HLDG CO | $222 | 0.00% | 289 | 153 | 112.5% | $118 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $222 | 0.00% | 65 | 65 | — | $222 | 新建仓 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $223 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO | $223 | 0.00% | 8 | 4 | 100.0% | $112 | 加仓 |
| — | ATLANTIC INTL CORP | $223 | 0.00% | 242 | 229 | 1,761.5% | $211 | 加仓 |
| ACHR | ARCHER AVIATION INC | $223 | 0.00% | 47 | 47 | — | $223 | 新建仓 |
| — | OPTIMIZERX CORP | $224 | 0.00% | 39 | -21 | -35.0% | -$121 | 减仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $225 | 0.00% | 51 | -255 | -83.3% | -$1,125 | 减仓 |
| SYM | SYMBOTIC INC | $225 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MYFW | FIRST WESTN FINL INC | $225 | 0.00% | 7 | -2 | -22.2% | -$64 | 减仓 |
| BHB | BAR HBR BANKSHARES | $227 | 0.00% | 6 | 4 | 200.0% | $151 | 加仓 |
| — | SB FINL GROUP INC | $228 | 0.00% | 9 | 4 | 80.0% | $101 | 加仓 |
| DSP | VIANT TECHNOLOGY INC | $228 | 0.00% | 18 | 9 | 100.0% | $114 | 加仓 |
| ACTG | ACACIA RESH CORP | $229 | 0.00% | 49 | 47 | 2,350.0% | $220 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $230 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $231 | 0.00% | 4 | 4 | — | $231 | 新建仓 |
| USNA | USANA HEALTH SCIENCES INC | $235 | 0.00% | 11 | 1 | 10.0% | $21 | 加仓 |
| — | DOUGLAS ELLIMAN INC | $238 | 0.00% | 134 | 52 | 63.4% | $92 | 加仓 |
| — | FRANKLIN STR PPTYS CORP | $238 | 0.00% | 462 | 326 | 239.7% | $168 | 加仓 |
| — | MONTAUK RENEWABLES INC | $238 | 0.00% | 152 | 95 | 166.7% | $149 | 加仓 |
| SEG | SEAPORT ENTMT GROUP INC | $240 | 0.00% | 9 | 1 | 12.5% | $27 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $240 | 0.00% | 7 | 7 | — | $240 | 新建仓 |
| MRBK | MERIDIAN CORP | $241 | 0.00% | 12 | -3 | -20.0% | -$60 | 减仓 |
| KT | KT CORP | $242 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | OUTSET MED INC | $242 | 0.00% | 56 | 43 | 330.8% | $186 | 加仓 |
| FNLC | FIRST BANCORP INC ME | $244 | 0.00% | 7 | 3 | 75.0% | $105 | 加仓 |
| WDFC | WD 40 CO | $244 | 0.00% | 1 | 1 | — | $244 | 新建仓 |
| GBX | GREENBRIER COS INC | $246 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FC | FRANKLIN COVEY CO | $246 | 0.00% | 10 | 4 | 66.7% | $98 | 加仓 |
| RM | REGIONAL MGMT CORP | $248 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ARQ INC | $255 | 0.00% | 100 | 88 | 733.3% | $224 | 加仓 |
| VNOM | VIPER ENERGY INC | $255 | 0.00% | 6 | 6 | — | $255 | 新建仓 |
| — | LUCID DIAGNOSTICS INC | $256 | 0.00% | 239 | 233 | 3,883.3% | $250 | 加仓 |
| — | BAKKT INC | $258 | 0.00% | 33 | -55 | -62.5% | -$430 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $259 | 0.00% | 6 | -1 | -14.3% | -$43 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $260 | 0.00% | 71 | 22 | 44.9% | $81 | 加仓 |
| FSBW | FS BANCORP INC | $261 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $261 | 0.00% | 18 | 17 | 1,700.0% | $246 | 加仓 |
| — | JOINT CORP | $264 | 0.00% | 30 | 20 | 200.0% | $176 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $265 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $267 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CNOB | CONNECTONE BANCORP INC | $268 | 0.00% | 8 | -17 | -68.0% | -$570 | 减仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $268 | 0.00% | 115 | 104 | 945.5% | $242 | 加仓 |
| — | TTEC HLDGS INC | $268 | 0.00% | 138 | 135 | 4,500.0% | $262 | 重新持有 |
| WAFD | WAFD INC | $269 | 0.00% | 7 | -55 | -88.7% | -$2,114 | 减仓 |
| COSO | COASTALSOUTH BANCSHARES INC | $269 | 0.00% | 10 | 8 | 400.0% | $215 | 加仓 |
| ANAB | ANAPTYSBIO INC | $270 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | J JILL INC | $270 | 0.00% | 17 | 15 | 750.0% | $238 | 加仓 |
| RWT | REDWOOD TRUST INC | $271 | 0.00% | 57 | 51 | 850.0% | $242 | 加仓 |
| AGNT | AGNT INC | $271 | 0.00% | 50 | 50 | — | $271 | 新建仓 |
| — | NIAGEN BIOSCIENCE INC | $272 | 0.00% | 85 | -260 | -75.4% | -$832 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $273 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $273 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $273 | 0.00% | 13 | 13 | — | $273 | 新建仓 |
| LMNR | LIMONEIRA CO | $276 | 0.00% | 21 | 13 | 162.5% | $171 | 加仓 |
| — | ATYR PHARMA INC | $277 | 0.00% | 464 | 392 | 544.4% | $234 | 加仓 |
| — | BRT APARTMENTS CORP | $277 | 0.00% | 18 | 15 | 500.0% | $231 | 加仓 |
| PCYO | PURE CYCLE CORP | $279 | 0.00% | 26 | 16 | 160.0% | $172 | 加仓 |
| FUTU | FUTU HLDGS LTD | $282 | 0.00% | 3 | -35 | -92.1% | -$3,290 | 减仓 |
| — | BRC INC | $282 | 0.00% | 254 | 54 | 27.0% | $60 | 加仓 |
| HIPO | HIPPO HLDGS INC | $283 | 0.00% | 10 | 10 | — | $283 | 新建仓 |
| PCB | PCB BANCORP | $284 | 0.00% | 10 | -4 | -28.6% | -$114 | 减仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $285 | 0.00% | 2 | -2 | -50.0% | -$285 | 减仓 |
| GSM | FERROGLOBE PLC | $287 | 0.00% | 90 | 90 | — | $287 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC | $289 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $290 | 0.00% | 4 | -8 | -66.7% | -$580 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $292 | 0.00% | 354 | -1,220 | -77.5% | -$1,006 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $293 | 0.00% | 1 | -43 | -97.7% | -$1.26万 | 减仓 |
| PLBC | PLUMAS BANCORP | $293 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $296 | 0.00% | 10 | 10 | — | $296 | 新建仓 |
| BCML | BAYCOM CORP | $297 | 0.00% | 9 | -3 | -25.0% | -$99 | 减仓 |
| — | OPAL FUELS INC | $297 | 0.00% | 135 | -5 | -3.6% | -$11 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $300 | 0.00% | 4 | -22 | -84.6% | -$1,650 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $300 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ZGN | ERMENEGILDO ZEGNA N V | $300 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $303 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FOA | FINANCE OF AMERICA COMPAN | $303 | 0.00% | 11 | 11 | — | $303 | 新建仓 |
| CZNC | CITIZENS & NORTHN CORP | $304 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $306 | 0.00% | 4 | -42 | -91.3% | -$3,213 | 减仓 |
| ENIC | ENEL CHILE SA | $306 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | SEACOR MARINE HLDGS INC | $306 | 0.00% | 40 | 20 | 100.0% | $153 | 加仓 |
| WSFS | WSFS FINL CORP | $307 | 0.00% | 4 | -32 | -88.9% | -$2,456 | 减仓 |