13F 机构持仓

True Wealth Design, LLC

AKRON OH · SEC CIK 0001966033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 15.8%
BOXX 13.5%
DFIC 10.1%
DIMENSIONAL ET 7.8%
DFEV 7.0%
SIMPLIFY EXCHA 4.5%
DIHP 4.0%
AVUV 3.2%
MTBA 2.6%
SIMPLIFY EXCHA 1.6%

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
CARS CARS COM INC $3070.00%28 28— $307 新建仓
CWK CUSHMAN AND WAKEFIELD LTD $3080.00%23 14.5% $13 加仓
BNTC BENITEC BIOPHARMA INC $3080.00%23 222,200.0% $295 加仓
LADR LADDER CAP CORP $3090.00%31 -61-66.3% -$608 重新持有
— NORTHFIELD BANCORP INC DEL $3100.00%21 -85-80.2% -$1,255 减仓
UNIT UNITI GROUP LLC $3100.00%27 -19-41.3% -$218 减仓
— VIRGINIA NATL BK CHRLOTSVLE $3110.00%7 116.7% $44 加仓
LILAK LIBERTY LATIN AMERICA LTD $3120.00%40 32400.0% $250 加仓
HYLN HYLIION HOLDINGS CORP $3130.00%60 60— $313 新建仓
— RIVERVIEW BANCORP INC $3150.00%58 1741.5% $92 加仓
CUBI CUSTOMERS BANCORP INC $3170.00%4 00.0% — 不变
EVGO EVGO INC $3190.00%167 100149.3% $191 加仓
HBT HBT FINL INC. $3200.00%10 00.0% — 不变
CBAN COLONY BANKCORP INC $3220.00%16 -1-5.9% -$20 减仓
— PLAYSTUDIOS INC $3230.00%647 486301.9% $243 加仓
GGB GERDAU SA $3240.00%80 00.0% — 不变
SUZ SUZANO S A $3260.00%42 -176-80.7% -$1,366 减仓
EGHT 8X8 INC NEW $3270.00%191 -658-77.5% -$1,127 减仓
UGP ULTRAPAR PARTICIPACOES SA $3270.00%65 -7-9.7% -$35 减仓
BBUC BROOKFIELD BUSINESS CORP $3290.00%11 -7-38.9% -$209 减仓
GFL GFL ENVIRONMENTAL INC $3320.00%9 -49-84.5% -$1,808 减仓
BWLP BW LPG LTD $3320.00%19 00.0% — 不变
PKBK PARKE BANCORP INC $3320.00%10 00.0% — 不变
— EAGLE FINL SVCS INC $3320.00%8 360.0% $124 加仓
KNF KNIFE RIVER CORP $3350.00%4 4— $335 新建仓
— BEAZER HOMES USA INC $3370.00%12 111,100.0% $309 加仓
MGTX MEIRAGTX HLDGS PLC $3380.00%25 -1-3.8% -$14 减仓
— MARKETWISE INC $3390.00%19 426.7% $71 加仓
FFBC 1ST FINL BANCORP $3390.00%10 00.0% — 不变
POWW OUTDOOR HOLDING CO $3450.00%151 104221.3% $238 加仓
TME TENCENT MUSIC ENTMT GROUP $3510.00%42 28200.0% $234 加仓
SEDG SOLAREDGE TECHNOLOGIES INC $3510.00%6 6— $351 新建仓
SKY CHAMPION HOMES INC $3530.00%4 -5-55.6% -$441 减仓
— TRISALUS LIFE SCIENCES INC $3550.00%78 777,700.0% $350 加仓
GOLF ACUSHNET HLDGS CORP $3560.00%3 -5-62.5% -$593 减仓
INFY INFOSYS LTD $3570.00%34 -133-79.6% -$1,396 减仓
TBI TRUEBLUE INC $3630.00%52 45642.9% $314 加仓
CTRE CARETRUST REIT INC $3640.00%9 -7-43.8% -$283 减仓
TCBX THIRD COAST BANCSHARES INC $3640.00%9 00.0% — 不变
MCHB MECHANICS BANCORP $3660.00%23 00.0% — 不变
HTLD HEARTLAND EXPRESS INC $3660.00%24 00.0% — 不变
PRMB PRIMO BRANDS CORPORATION $3670.00%15 15— $367 新建仓
— CLARUS CORP NEW $3690.00%117 1155,750.0% $363 加仓
RBBN RIBBON COMMUNICATIONS INC $3700.00%158 3528.5% $82 加仓
— LCNB CORP $3700.00%21 1090.9% $176 加仓
MNSO MINISO GROUP HLDG LTD $3740.00%31 -87-73.7% -$1,050 减仓
BFS SAUL CTRS INC $3740.00%10 5100.0% $187 加仓
MAT MATTEL INC $3750.00%27 -3,254-99.2% -$4.52万 减仓
— RITHM PPTY TR INC $3750.00%26 22550.0% $317 加仓
HOS HELIX ENERGY SOLUTIONS GRP I $3760.00%43 -30-41.1% -$262 减仓
CMT CORE MOLDING TECHNOLOGIES IN $3780.00%16 -7-30.4% -$165 减仓
GDOT GREEN DOT CORP $3790.00%28 -29-50.9% -$393 减仓
GABC GERMAN AMERN BANCORP INC $3800.00%8 -7-46.7% -$332 减仓
ASLE AERSALE CORPORATION $3800.00%60 595,900.0% $374 加仓
NNE NANO NUCLEAR ENERGY INC $3810.00%18 18— $381 新建仓
EBF ENNIS INC $3830.00%18 00.0% — 不变
NEOG NEOGEN CORP $3870.00%43 00.0% — 不变
FHI FEDERATED HERMES INC $3870.00%7 00.0% — 不变
SHLS SHOALS TECHNOLOGIES GROUP IN $3870.00%39 1456.0% $139 加仓
WBTN WEBTOON ENTMT INC $3890.00%34 -7-17.1% -$80 减仓
CLVT CLARIVATE PLC $3890.00%180 1732,471.4% $374 重新持有
BAP CREDICORP LTD $3900.00%1 00.0% — 不变
— TUHURA BIOSCIENCES INC $3910.00%167 -116-41.0% -$272 减仓
RMR RMR GROUP INC $3910.00%19 00.0% — 不变
— ASCENT INDUSTRIES CO $3910.00%26 1285.7% $180 加仓
KALU KAISER ALUMINIUM CORPORATION $3920.00%2 00.0% — 不变
— CF BANKSHARES INC $3940.00%12 571.4% $164 加仓
— 1 800 FLOWERS COM INC $3940.00%113 90391.3% $314 加仓
HUBG HUB GROUP INC $3950.00%9 00.0% — 不变
— CPI CARD GROUP INC $3950.00%19 211.8% $42 加仓
SRI STONERIDGE INC $3960.00%54 -137-71.7% -$1,005 减仓
FMAO FARMERS & MERCHANTS BANCORP $3980.00%13 11550.0% $337 加仓
PFIS PEOPLES FINL SVCS CORP $3990.00%6 -3-33.3% -$200 减仓
STAA STAAR SURGICAL CO $4020.00%14 00.0% — 不变
— FUTUREFUEL CORP $4030.00%89 72423.5% $326 加仓
CDXS CODEXIS INC $4030.00%178 138345.0% $312 加仓
TSBK TIMBERLAND BANCORP INC $4040.00%9 112.5% $45 加仓
RITM RITHM CAPITAL CORP $4040.00%43 -489-91.9% -$4,594 重新持有
— LIFEMD INC $4050.00%98 98— $405 新建仓
FIZZ NATIONAL BEVERAGE CORP $4060.00%13 -8-38.1% -$250 减仓
ECHO ECHOSTAR CORP $4060.00%4 00.0% — 不变
VSTS VESTIS CORPORATION $4070.00%28 -60-68.2% -$872 减仓
EQX EQUINOX GOLD CORP $4090.00%42 1450.0% $136 加仓
MTN VAIL RESORTS INC $4090.00%3 2200.0% $273 加仓
FRST PRIMIS FINANCIAL CORP $4100.00%25 -9-26.5% -$148 减仓
SPIR SPIRE GLOBAL INC $4100.00%22 637.5% $112 加仓
GRFS GRIFOLS S A $4110.00%58 00.0% — 不变
UNTY UNITY BANCORP INC $4110.00%7 375.0% $176 加仓
PHIN PHINIA INC $4120.00%5 00.0% — 不变
BWFG BANKWELL FINL GROUP INC $4120.00%7 240.0% $118 加仓
IREN IREN LIMITED $4120.00%9 480.0% $183 加仓
— SEVEN HILLS REALTY TRUST $4140.00%49 38345.5% $321 加仓
— MERIDIAN HOLDINGS INC $4180.00%30 20200.0% $279 加仓
— NANO X IMAGING LTD $4180.00%360 3401,700.0% $395 加仓
BLND BLEND LABS INC $4180.00%244 244— $418 新建仓
IMXI INTERNATIONAL MONEY EXPRESS $4200.00%29 -63-68.5% -$912 减仓
SHEN SHENANDOAH TELECOMMUNICATION $4230.00%28 28— $423 新建仓
FG F&G ANNUITIES & LIFE INC $4260.00%16 00.0% — 不变
SPYV SPDR SERIES TRUST $4260.00%7 00.0% — 不变
— BASSETT FURNITURE INDS INC $4260.00%24 20500.0% $355 加仓