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 |
|---|---|---|---|---|---|---|---|---|
| — | ACCURAY INC DEL | $428 | 0.00% | 1,657 | 1,590 | 2,373.1% | $411 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $430 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FLGT | FULGENT GENETICS INC | $431 | 0.00% | 21 | 21 | — | $431 | 新建仓 |
| LRN | STRIDE INC | $432 | 0.00% | 5 | -2 | -28.6% | -$173 | 减仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $432 | 0.00% | 55 | 51 | 1,275.0% | $401 | 重新持有 |
| FWRD | FORWARD AIR CORP | $433 | 0.00% | 32 | 18 | 128.6% | $244 | 加仓 |
| — | JELD-WEN HLDG INC | $435 | 0.00% | 290 | 290 | — | $435 | 新建仓 |
| NAVN | NAVAN INC | $435 | 0.00% | 19 | 19 | — | $435 | 新建仓 |
| — | AMERICAS CAR-MART INC | $441 | 0.00% | 158 | 129 | 444.8% | $360 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $441 | 0.00% | 26 | 26 | — | $441 | 新建仓 |
| — | SKINHEALTH SYSTEMS INC | $445 | 0.00% | 642 | 449 | 232.6% | $311 | 加仓 |
| ATOM | ATOMERA INC | $445 | 0.00% | 51 | 19 | 59.4% | $166 | 加仓 |
| CHMG | CHEMUNG FINL CORP | $448 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WTBA | WEST BANCORPORATION INC | $452 | 0.00% | 17 | 1 | 6.2% | $27 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $457 | 0.00% | 5 | -1 | -16.7% | -$91 | 减仓 |
| OMCL | OMNICELL COM | $457 | 0.00% | 11 | 8 | 266.7% | $332 | 重新持有 |
| FCCO | FIRST CMNTY CORP S C | $458 | 0.00% | 14 | 2 | 16.7% | $65 | 加仓 |
| PFF | ISHARES TR | $458 | 0.00% | 15 | 15 | — | $458 | 新建仓 |
| — | DMC GLOBAL INC | $459 | 0.00% | 79 | 39 | 97.5% | $227 | 加仓 |
| HLF | HERBALIFE LTD | $461 | 0.00% | 35 | -34 | -49.3% | -$448 | 减仓 |
| ERII | ENERGY RECOVERY INC | $461 | 0.00% | 51 | -11 | -17.7% | -$99 | 减仓 |
| UPST | UPSTART HLDGS INC | $461 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP | $462 | 0.00% | 4 | 4 | — | $462 | 新建仓 |
| — | KALTURA INC | $463 | 0.00% | 356 | 220 | 161.8% | $286 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC | $464 | 0.00% | 19 | 15 | 375.0% | $366 | 加仓 |
| FPI | FARMLAND PARTNERS INC | $465 | 0.00% | 48 | -18 | -27.3% | -$174 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC | $467 | 0.00% | 51 | -63 | -55.3% | -$577 | 减仓 |
| BBNX | BETA BIONICS INC | $471 | 0.00% | 30 | -12 | -28.6% | -$188 | 减仓 |
| MTW | MANITOWOC CO INC | $473 | 0.00% | 34 | 8 | 30.8% | $111 | 加仓 |
| — | INMUNE BIO INC | $475 | 0.00% | 291 | 280 | 2,545.5% | $457 | 加仓 |
| IRMD | IRADIMED CORP | $478 | 0.00% | 5 | -4 | -44.4% | -$382 | 减仓 |
| — | LIFEZONE METALS LIMITED | $478 | 0.00% | 123 | 45 | 57.7% | $175 | 加仓 |
| OBT | ORANGE CNTY BANCORP INC | $479 | 0.00% | 13 | 2 | 18.2% | $74 | 加仓 |
| BALY | BALLYS CORPORATION | $480 | 0.00% | 35 | 31 | 775.0% | $425 | 重新持有 |
| — | EVOLUTION PETE CORP | $486 | 0.00% | 132 | 130 | 6,500.0% | $479 | 加仓 |
| XRN | CHIRON REAL ESTATE INC | $488 | 0.00% | 13 | 4 | 44.4% | $150 | 加仓 |
| — | AIRO GROUP HLDGS INC | $488 | 0.00% | 66 | 64 | 3,200.0% | $473 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $488 | 0.00% | 4 | 4 | — | $488 | 新建仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $489 | 0.00% | 8 | -3 | -27.3% | -$183 | 减仓 |
| MVBF | MVB FINL CORP | $494 | 0.00% | 17 | -5 | -22.7% | -$145 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $494 | 0.00% | 218 | 218 | — | $494 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $496 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $497 | 0.00% | 25 | 13 | 108.3% | $258 | 加仓 |
| — | MYOMO INC | $498 | 0.00% | 478 | 374 | 359.6% | $390 | 加仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $501 | 0.00% | 206 | -413 | -66.7% | -$1,004 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $502 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $502 | 0.00% | 99 | -19 | -16.1% | -$96 | 减仓 |
| ATNI | ATN INTL INC | $504 | 0.00% | 19 | 9 | 90.0% | $239 | 加仓 |
| KOD | KODIAK SCIENCES INC | $507 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $509 | 0.00% | 11 | 11 | — | $509 | 新建仓 |
| — | TUCOWS INC | $512 | 0.00% | 38 | 24 | 171.4% | $323 | 加仓 |
| — | FINWARD BANCORP | $515 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | FIDELITY D & D BANCORP INC | $515 | 0.00% | 10 | 1 | 11.1% | $52 | 加仓 |
| — | EHEALTH INC | $519 | 0.00% | 348 | 154 | 79.4% | $230 | 加仓 |
| — | BARK INC | $519 | 0.00% | 52 | 52 | — | $519 | 新建仓 |
| HY | HYSTER-YALE INC | $526 | 0.00% | 15 | 15 | — | $526 | 新建仓 |
| DDS | DILLARDS INC | $529 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| INTA | INTAPP INC | $530 | 0.00% | 21 | -22 | -51.2% | -$555 | 减仓 |
| BSRR | SIERRA BANCORP | $530 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO | $531 | 0.00% | 4 | -2 | -33.3% | -$266 | 减仓 |
| — | COLUMBIA FINL INC | $531 | 0.00% | 25 | -2 | -7.4% | -$42 | 减仓 |
| TG | TREDEGAR CORP | $534 | 0.00% | 67 | 58 | 644.4% | $462 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $535 | 0.00% | 6 | 6 | — | $535 | 新建仓 |
| — | CHICAGO ATLANTIC REAL ESTATE | $536 | 0.00% | 50 | 48 | 2,400.0% | $515 | 加仓 |
| TILE | INTERFACE INC | $538 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | CARLSMED INC | $540 | 0.00% | 52 | 50 | 2,500.0% | $519 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $542 | 0.00% | 209 | 41 | 24.4% | $106 | 加仓 |
| NVMI | NOVA LTD | $543 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CCBG | CAPITAL CITY BANK | $544 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NWFL | NORWOOD FINANCIAL CORP | $547 | 0.00% | 17 | 3 | 21.4% | $97 | 加仓 |
| HYLB | DBX ETF TR | $548 | 0.00% | 15 | 15 | — | $548 | 新建仓 |
| APOG | APOGEE ENTERPRISES INC | $549 | 0.00% | 12 | 12 | — | $549 | 新建仓 |
| LEGH | LEGACY HOUSING CORP | $552 | 0.00% | 21 | 20 | 2,000.0% | $526 | 加仓 |
| CENX | CENTURY ALUM CO | $553 | 0.00% | 12 | 5 | 71.4% | $230 | 加仓 |
| WLDN | WILLDAN GROUP INC | $554 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $556 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $557 | 0.00% | 7 | -4 | -36.4% | -$318 | 减仓 |
| MP | MP MATERIALS CORP | $561 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HAUZ | DBX ETF TR | $561 | 0.00% | 25 | 25 | — | $561 | 新建仓 |
| SVCO | SILVACO GROUP INC | $566 | 0.00% | 41 | 18 | 78.3% | $248 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $568 | 0.00% | 122 | 122 | — | $568 | 新建仓 |
| ZUMZ | ZUMIEZ INC | $570 | 0.00% | 32 | -18 | -36.0% | -$321 | 减仓 |
| ONC | BEONE MEDICINES LTD | $570 | 0.00% | 2 | 1 | 100.0% | $285 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $572 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC | $573 | 0.00% | 67 | -68 | -50.4% | -$582 | 减仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $574 | 0.00% | 73 | -3 | -3.9% | -$24 | 减仓 |
| — | PULMONX CORP | $574 | 0.00% | 441 | 276 | 167.3% | $359 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $575 | 0.00% | 9 | 9 | — | $575 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $576 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $576 | 0.00% | 22 | 22 | — | $576 | 新建仓 |
| ALKS | ALKERMES PLC | $577 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | PLDT INC | $579 | 0.00% | 33 | -126 | -79.2% | -$2,211 | 减仓 |
| — | TPG MTG INVTS TR INC | $579 | 0.00% | 73 | 69 | 1,725.0% | $547 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $582 | 0.00% | 43 | 43 | — | $582 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $583 | 0.00% | 284 | 249 | 711.4% | $511 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $584 | 0.00% | 82 | -358 | -81.4% | -$2,550 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $584 | 0.00% | 72 | 72 | — | $584 | 新建仓 |
| TRS | TRIMAS CORP | $586 | 0.00% | 13 | -13 | -50.0% | -$586 | 减仓 |
| URGN | UROGEN PHARMA LTD | $589 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $591 | 0.00% | 22 | 1 | 4.8% | $27 | 加仓 |