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 |
|---|---|---|---|---|---|---|---|---|
| CTO | CTO RLTY GROWTH INC NEW | $278 | 0.00% | 15 | 3 | 25.0% | $56 | 加仓 |
| FFBC | 1ST FINL BANCORP | $279 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP | $280 | 0.00% | 21 | 21 | — | $280 | 新建仓 |
| — | MARKETWISE INC | $281 | 0.00% | 15 | -3 | -16.7% | -$56 | 减仓 |
| PKBK | PARKE BANCORP INC | $284 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MRBK | MERIDIAN CORP | $285 | 0.00% | 15 | 1 | 7.1% | $19 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $286 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $288 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GGB | GERDAU SA | $289 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $290 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $290 | 0.00% | 49 | 33 | 206.2% | $195 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $291 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CZNC | CITIZENS & NORTHN CORP | $291 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $292 | 0.00% | 2 | -1 | -33.3% | -$146 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $292 | 0.00% | 9 | 8 | 800.0% | $260 | 加仓 |
| ASIX | ADVANSIX INC | $293 | 0.00% | 12 | 5 | 71.4% | $122 | 加仓 |
| RMR | RMR GROUP INC | $294 | 0.00% | 19 | -32 | -62.7% | -$495 | 减仓 |
| CALX | CALIX INC | $294 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $294 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CENT | CENTRAL GARDEN & PET CO | $295 | 0.00% | 8 | -1 | -11.1% | -$37 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $295 | 0.00% | 23 | -1 | -4.2% | -$13 | 重新持有 |
| SPT | SPROUT SOCIAL INC | $297 | 0.00% | 52 | -246 | -82.6% | -$1,405 | 减仓 |
| ONC | BEONE MEDICINES LTD | $297 | 0.00% | 1 | -5 | -83.3% | -$1,485 | 减仓 |
| — | RCI HOSPITALITY HLDGS INC | $297 | 0.00% | 13 | -31 | -70.5% | -$708 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $297 | 0.00% | 16 | 2 | 14.3% | $37 | 加仓 |
| XRN | CHIRON REAL ESTATE INC | $298 | 0.00% | 9 | 1 | 12.5% | $33 | 加仓 |
| — | TREACE MED CONCEPTS INC | $299 | 0.00% | 223 | 178 | 395.6% | $239 | 重新持有 |
| NMRK | NEWMARK GROUP INC | $300 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC | $301 | 0.00% | 477 | -380 | -44.3% | -$240 | 减仓 |
| KT | KT CORP | $301 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC CO INC | $303 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TRDA | ENTRADA THERAPEUTICS INC | $303 | 0.00% | 24 | 23 | 2,300.0% | $290 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $303 | 0.00% | 44 | 44 | — | $303 | 新建仓 |
| WVE | WAVE LIFE SCIENCES LTD | $305 | 0.00% | 42 | 5 | 13.5% | $36 | 加仓 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $307 | 0.00% | 14 | -16 | -53.3% | -$351 | 减仓 |
| — | EPSILON ENERGY LTD | $308 | 0.00% | 50 | 48 | 2,400.0% | $296 | 加仓 |
| — | EAGLE BANCORP MONT INC | $309 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CIG | CIA ENERGETICA DE MINAS GERA | $311 | 0.00% | 130 | 126 | 3,150.0% | $301 | 加仓 |
| BXP | BXP INC | $312 | 0.00% | 6 | -215 | -97.3% | -$1.12万 | 减仓 |
| PCB | PCB BANCORP | $315 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $315 | 0.00% | 244 | 229 | 1,526.7% | $296 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC | $316 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CREXENDO INC | $321 | 0.00% | 52 | 50 | 2,500.0% | $309 | 加仓 |
| CHMG | CHEMUNG FINL CORP | $323 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC | $325 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $325 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VEL | VELOCITY FINL INC | $326 | 0.00% | 18 | -1 | -5.3% | -$18 | 减仓 |
| — | SANARA MEDTECH INC | $327 | 0.00% | 19 | 18 | 1,800.0% | $310 | 加仓 |
| ALG | ALAMO GROUP INC | $330 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BH | BIGLARI HLDGS INC | $330 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $331 | 0.00% | 1 | -1 | -50.0% | -$331 | 减仓 |
| AVO | MISSION PRODUCE INC | $331 | 0.00% | 24 | -5 | -17.2% | -$69 | 减仓 |
| BWLP | BW LPG LTD | $331 | 0.00% | 19 | -3 | -13.6% | -$52 | 减仓 |
| UA | UNDER ARMOUR INC | $331 | 0.00% | 57 | 57 | — | $331 | 新建仓 |
| UPST | UPSTART HLDGS INC | $334 | 0.00% | 13 | -56 | -81.2% | -$1,439 | 减仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $334 | 0.00% | 133 | 87 | 189.1% | $218 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $335 | 0.00% | 3 | -1 | -25.0% | -$112 | 减仓 |
| FVCB | FVCBANKCORP INC | $335 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MCHB | MECHANICS BANCORP | $340 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CBAN | COLONY BANKCORP INC | $340 | 0.00% | 17 | 1 | 6.2% | $20 | 加仓 |
| BAP | CREDICORP LTD | $340 | 0.00% | 1 | 1 | — | $340 | 新建仓 |
| TCBX | THIRD COAST BANCSHARES INC | $341 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $341 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | GAMBLING COM GROUP LIMITED | $342 | 0.00% | 88 | 25 | 39.7% | $97 | 加仓 |
| SVV | SAVERS VALUE VLG INC | $343 | 0.00% | 46 | 2 | 4.5% | $15 | 加仓 |
| PHIN | PHINIA INC | $343 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $344 | 0.00% | 19 | 19 | — | $344 | 新建仓 |
| LKFN | LAKELAND FINL CORP | $345 | 0.00% | 6 | -4 | -40.0% | -$230 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $349 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| FCCO | FIRST CMNTY CORP S C | $351 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $352 | 0.00% | 28 | -22 | -44.0% | -$277 | 减仓 |
| DAKT | DAKTRONICS INC | $352 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| OBT | ORANGE CNTY BANCORP INC | $352 | 0.00% | 11 | -1 | -8.3% | -$32 | 减仓 |
| — | OPAL FUELS INC | $353 | 0.00% | 140 | -120 | -46.2% | -$303 | 减仓 |
| ONIT | ONITY GROUP INC | $354 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INC | $354 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $355 | 0.00% | 15 | -17 | -53.1% | -$402 | 重新持有 |
| CHEF | CHEFS WHSE INC | $357 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BCML | BAYCOM CORP | $357 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | CANTALOUPE INC | $357 | 0.00% | 33 | 8 | 32.0% | $87 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $357 | 0.00% | 270 | 166 | 159.6% | $219 | 加仓 |
| YEXT | YEXT INC | $358 | 0.00% | 93 | -178 | -65.7% | -$685 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $359 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TRUP | TRUPANION INC | $359 | 0.00% | 14 | 7 | 100.0% | $180 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $365 | 0.00% | 29 | -487 | -94.4% | -$6,129 | 重新持有 |
| MDXG | MIMEDX GROUP INC | $368 | 0.00% | 93 | 63 | 210.0% | $249 | 加仓 |
| DNOW | DNOW INC | $370 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AROW | ARROW FINL CORP | $370 | 0.00% | 11 | 1 | 10.0% | $34 | 加仓 |
| — | AMERICAS CAR-MART INC | $370 | 0.00% | 29 | 29 | — | $370 | 新建仓 |
| — | SLEEP NUMBER CORP | $372 | 0.00% | 207 | 200 | 2,857.1% | $359 | 加仓 |
| TILE | INTERFACE INC | $374 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CLW | CLEARWATER PAPER CORP | $374 | 0.00% | 26 | 24 | 1,200.0% | $345 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $376 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $376 | 0.00% | 49 | 33 | 206.2% | $253 | 加仓 |
| WBTN | WEBTOON ENTMT INC | $377 | 0.00% | 41 | -49 | -54.4% | -$451 | 减仓 |
| — | OPTIMIZERX CORP | $377 | 0.00% | 60 | 46 | 328.6% | $289 | 加仓 |
| CRK | COMSTOCK RES INC | $380 | 0.00% | 18 | 13 | 260.0% | $274 | 重新持有 |
| MGNI | MAGNITE INC | $381 | 0.00% | 32 | -34 | -51.5% | -$405 | 减仓 |
| WTBA | WEST BANCORPORATION INC | $381 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $381 | 0.00% | 33 | 32 | 3,200.0% | $369 | 加仓 |