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 |
|---|---|---|---|---|---|---|---|---|
| GNL | GLOBAL NET LEASE INC | $384 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NATR | NATURES SUNSHINE PRODS INC | $384 | 0.00% | 16 | 8 | 100.0% | $192 | 加仓 |
| EBF | ENNIS INC | $386 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $389 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | FIDELITY D & D BANCORP INC | $390 | 0.00% | 9 | -6 | -40.0% | -$260 | 减仓 |
| KELYA | KELLY SVCS INC | $390 | 0.00% | 44 | -15 | -25.4% | -$133 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $390 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FNKO | FUNKO INC | $391 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC | $393 | 0.00% | 507 | 507 | — | $393 | 新建仓 |
| IMNM | IMMUNOME INC | $394 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $397 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UGP | ULTRAPAR PARTICIPACOES SA | $397 | 0.00% | 72 | 13 | 22.0% | $72 | 加仓 |
| SPYV | SPDR SERIES TRUST | $397 | 0.00% | 7 | 7 | — | $397 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $398 | 0.00% | 37 | -97 | -72.4% | -$1,043 | 减仓 |
| ABSI | ABSCI CORPORATION | $399 | 0.00% | 133 | 133 | — | $399 | 新建仓 |
| UE | URBAN EDGE PPTYS | $400 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $400 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| REPX | RILEY EXPLORATION PERMIAN IN | $401 | 0.00% | 11 | 11 | — | $401 | 新建仓 |
| — | NATHANS FAMOUS INC | $403 | 0.00% | 4 | -1 | -20.0% | -$101 | 减仓 |
| UTZ | UTZ BRANDS INC | $404 | 0.00% | 51 | 14 | 37.8% | $111 | 重新持有 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $405 | 0.00% | 11 | -26 | -70.3% | -$957 | 减仓 |
| EQX | EQUINOX GOLD CORP | $405 | 0.00% | 28 | 28 | — | $405 | 新建仓 |
| FG | F&G ANNUITIES & LIFE INC | $406 | 0.00% | 16 | -50 | -75.8% | -$1,269 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $406 | 0.00% | 12 | 3 | 33.3% | $102 | 重新持有 |
| AMC | AMC ENTMT HLDGS INC | $407 | 0.00% | 415 | 385 | 1,283.3% | $378 | 重新持有 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $407 | 0.00% | 512 | 68 | 15.3% | $54 | 重新持有 |
| INBK | FIRST INTERNET BANCORP | $408 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $409 | 0.00% | 45 | 45 | — | $409 | 新建仓 |
| CENX | CENTURY ALUM CO | $411 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NWFL | NORWOOD FINANCIAL CORP | $412 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $414 | 0.00% | 8 | -51 | -86.4% | -$2,639 | 减仓 |
| CNDT | CONDUENT INC | $414 | 0.00% | 323 | 205 | 173.7% | $263 | 加仓 |
| ASAN | ASANA INC | $416 | 0.00% | 65 | -2 | -3.0% | -$13 | 减仓 |
| — | DEFINITIVE HEALTHCARE CORP | $417 | 0.00% | 339 | -98 | -22.4% | -$121 | 减仓 |
| — | WHITESTONE REIT | $420 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $421 | 0.00% | 42 | -64 | -60.4% | -$642 | 减仓 |
| INR | INFINITY NAT RES INC | $423 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $424 | 0.00% | 1 | 1 | — | $424 | 新建仓 |
| UNIT | UNITI GROUP LLC | $432 | 0.00% | 46 | 23 | 100.0% | $216 | 加仓 |
| PKOH | PARK-OHIO HLDGS CORP | $433 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CIVB | CIVISTA BANCSHARES INC | $434 | 0.00% | 19 | -1 | -5.0% | -$23 | 减仓 |
| NVMI | NOVA LTD | $435 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $436 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | EUROPEAN WAX CTR INC | $440 | 0.00% | 76 | -8 | -9.5% | -$46 | 减仓 |
| LENZ | LENZ THERAPEUTICS INC | $440 | 0.00% | 48 | 33 | 220.0% | $302 | 重新持有 |
| BSRR | SIERRA BANCORP | $441 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HOV | HOVNANIAN ENTERPRISES INC | $444 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LTM | LATAM AIRLINES GROUP SA | $445 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $446 | 0.00% | 23 | 3 | 15.0% | $58 | 加仓 |
| OLN | OLIN CORP | $446 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TLK | TELEKOMUNIKASI IND | $449 | 0.00% | 24 | 6 | 33.3% | $112 | 加仓 |
| UAA | UNDER ARMOUR INC | $450 | 0.00% | 76 | 76 | — | $450 | 新建仓 |
| TIMB | TIM S A | $451 | 0.00% | 17 | 4 | 30.8% | $106 | 加仓 |
| FRST | PRIMIS FINANCIAL CORP | $452 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FSBC | FIVE STAR BANCORP | $453 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $458 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| APPS | DIGITAL TURBINE INC | $458 | 0.00% | 159 | 96 | 152.4% | $277 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $459 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $462 | 0.00% | 118 | 118 | — | $462 | 新建仓 |
| LOB | LIVE OAK BANCSHARES INC | $463 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $465 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $466 | 0.00% | 58 | -22 | -27.5% | -$177 | 减仓 |
| HVT | HAVERTY FURNITURE COS INC | $466 | 0.00% | 22 | 1 | 4.8% | $21 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $466 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $469 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NEWT | NEWTEKONE INC | $471 | 0.00% | 43 | 2 | 4.9% | $22 | 加仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $471 | 0.00% | 61 | 56 | 1,120.0% | $432 | 加仓 |
| ALX | ALEXANDERS INC | $473 | 0.00% | 2 | -1 | -33.3% | -$236 | 减仓 |
| — | COLUMBIA FINL INC | $473 | 0.00% | 27 | 1 | 3.8% | $18 | 加仓 |
| MAX | MEDIAALPHA INC | $475 | 0.00% | 51 | -285 | -84.8% | -$2,654 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $475 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $476 | 0.00% | 15 | 4 | 36.4% | $127 | 加仓 |
| CCBG | CAPITAL CITY BANK | $479 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC | $479 | 0.00% | 47 | 17 | 56.7% | $173 | 加仓 |
| THO | THOR INDS INC | $480 | 0.00% | 6 | -23 | -79.3% | -$1,840 | 减仓 |
| PFIS | PEOPLES FINL SVCS CORP | $480 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NHC | NATIONAL HEALTHCARE CORP | $480 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ARDT | ARDENT HEALTH INC | $480 | 0.00% | 56 | -74 | -56.9% | -$634 | 重新持有 |
| DJCO | DAILY JOURNAL CORP | $483 | 0.00% | 1 | -1 | -50.0% | -$483 | 减仓 |
| MP | MP MATERIALS CORP | $483 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | BLAIZE HLDGS INC | $483 | 0.00% | 265 | 265 | — | $483 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $487 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $490 | 0.00% | 21 | -1 | -4.5% | -$23 | 减仓 |
| PRK | PARK NATL CORP | $491 | 0.00% | 3 | -1 | -25.0% | -$164 | 减仓 |
| — | CALAVO GROWERS INC | $491 | 0.00% | 19 | -7 | -26.9% | -$181 | 减仓 |
| RBB | RBB BANCORP | $492 | 0.00% | 23 | 1 | 4.5% | $21 | 加仓 |
| ORC | ORCHID IS CAP INC | $493 | 0.00% | 70 | -13 | -15.7% | -$92 | 减仓 |
| KOD | KODIAK SCIENCES INC | $496 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL ESTATE FIN | $497 | 0.00% | 47 | -111 | -70.3% | -$1,174 | 减仓 |
| RVLV | REVOLVE GROUP INC | $498 | 0.00% | 22 | -45 | -67.2% | -$1,019 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $499 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PGY | PAGAYA TECHNOLOGIES LTD | $501 | 0.00% | 43 | 43 | — | $501 | 新建仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $502 | 0.00% | 46 | 5 | 12.2% | $55 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $502 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $503 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $503 | 0.00% | 2 | 2 | — | $503 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $504 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| XPER | XPERI INC | $504 | 0.00% | 90 | 77 | 592.3% | $431 | 重新持有 |
| — | TUHURA BIOSCIENCES INC | $507 | 0.00% | 283 | 281 | 14,050.0% | $503 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $508 | 0.00% | 94 | 81 | 623.1% | $438 | 加仓 |