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 |
|---|---|---|---|---|---|---|---|---|
| TTAN | SERVICETITAN INC | $508 | 0.00% | 8 | 8 | — | $508 | 新建仓 |
| NTST | NETSTREIT CORP | $509 | 0.00% | 27 | -4 | -12.9% | -$75 | 减仓 |
| — | FINWARD BANCORP | $509 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $510 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $516 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $516 | 0.00% | 168 | 165 | 5,500.0% | $507 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $517 | 0.00% | 24 | -83 | -77.6% | -$1,788 | 减仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $518 | 0.00% | 183 | 166 | 976.5% | $470 | 加仓 |
| IONQ | IONQ INC | $519 | 0.00% | 18 | 15 | 500.0% | $432 | 加仓 |
| — | WM TECHNOLOGY INC | $519 | 0.00% | 788 | 686 | 672.5% | $452 | 加仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $520 | 0.00% | 400 | 244 | 156.4% | $317 | 加仓 |
| GOLD | GOLD COM INC | $522 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $522 | 0.00% | 257 | 257 | — | $522 | 新建仓 |
| OPLN | OPENLANE INC | $525 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $526 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $528 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $529 | 0.00% | 152 | 37 | 32.2% | $129 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $531 | 0.00% | 30 | -7 | -18.9% | -$124 | 减仓 |
| QTRX | QUANTERIX CORP | $532 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD | $535 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC | $536 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BANF | BANCFIRST CORP | $543 | 0.00% | 5 | -3 | -37.5% | -$326 | 减仓 |
| RRBI | RED RIVER BANCSHARES INC | $543 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | INOGEN INC | $544 | 0.00% | 88 | 40 | 83.3% | $247 | 加仓 |
| MVBF | MVB FINL CORP | $547 | 0.00% | 22 | -1 | -4.3% | -$25 | 减仓 |
| ALAB | ASTERA LABS INC | $548 | 0.00% | 5 | -2 | -28.6% | -$219 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $550 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP | $555 | 0.00% | 7 | 5 | 250.0% | $396 | 加仓 |
| EVER | EVERQUOTE INC | $556 | 0.00% | 36 | -181 | -83.4% | -$2,795 | 减仓 |
| — | PIONEER BANCORP INC MD | $557 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $560 | 0.00% | 20 | -8 | -28.6% | -$224 | 减仓 |
| CRCT | CRICUT INC | $561 | 0.00% | 150 | -121 | -44.6% | -$453 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $562 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $570 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BBUC | BROOKFIELD BUSINESS CORP | $570 | 0.00% | 18 | 18 | — | $570 | 新建仓 |
| IDA | IDACORP INC | $572 | 0.00% | 4 | -6 | -60.0% | -$858 | 减仓 |
| AGNC | AGNC INVT CORP | $572 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH | $572 | 0.00% | 16 | 16 | — | $572 | 新建仓 |
| DDS | DILLARDS INC | $573 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CROSS CTRY HEALTHCARE INC | $574 | 0.00% | 61 | 61 | — | $574 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $574 | 0.00% | 17 | 17 | — | $574 | 新建仓 |
| COCO | VITA COCO CO INC | $575 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | COHERUS ONCOLOGY INC | $575 | 0.00% | 340 | 44 | 14.9% | $74 | 加仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $575 | 0.00% | 28 | 15 | 115.4% | $308 | 加仓 |
| MH | MCGRAW HILL INC | $576 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $580 | 0.00% | 160 | -1,737 | -91.6% | -$6,297 | 减仓 |
| FTDR | FRONTDOOR INC | $582 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MAMA | MAMAS CREATIONS INC | $583 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| PAY | PAYMENTUS HOLDINGS INC | $585 | 0.00% | 23 | 23 | — | $585 | 新建仓 |
| AORT | ARTIVION INC | $586 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $587 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC | $588 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NVEC | NVE CORP | $590 | 0.00% | 9 | 1 | 12.5% | $66 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $592 | 0.00% | 37 | 1 | 2.8% | $16 | 加仓 |
| MLR | MILLER INDS INC TENN | $593 | 0.00% | 13 | 7 | 116.7% | $319 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $597 | 0.00% | 31 | -38 | -55.1% | -$732 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $599 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $599 | 0.00% | 21 | 7 | 50.0% | $200 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $600 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SFST | SOUTHERN FIRST BANCSHARES | $600 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LD CORP | $602 | 0.00% | 59 | 25 | 73.5% | $255 | 加仓 |
| CELH | CELSIUS HLDGS INC | $604 | 0.00% | 17 | -256 | -93.8% | -$9,096 | 减仓 |
| WYNN | WYNN RESORTS LTD | $610 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KMT | KENNAMETAL INC | $615 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $615 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| STGW | STAGWELL INC | $617 | 0.00% | 98 | 98 | — | $617 | 新建仓 |
| LRN | STRIDE INC | $618 | 0.00% | 7 | 2 | 40.0% | $177 | 加仓 |
| MGEE | MGE ENERGY INC | $619 | 0.00% | 8 | 7 | 700.0% | $542 | 重新持有 |
| SHAK | SHAKE SHACK INC | $620 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $621 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SBSI | SOUTHSIDE BANCSHARES INC | $622 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $622 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CBLL | CERIBELL INC | $624 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ERII | ENERGY RECOVERY INC | $625 | 0.00% | 62 | 62 | — | $625 | 新建仓 |
| SMP | STANDARD MTR PRODS INC | $626 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $626 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | SIMULATIONS PLUS INC | $627 | 0.00% | 53 | 6 | 12.8% | $71 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $627 | 0.00% | 31 | -6 | -16.2% | -$121 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC | $627 | 0.00% | 15 | 1 | 7.1% | $42 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $627 | 0.00% | 74 | 74 | — | $627 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $628 | 0.00% | 42 | -79 | -65.3% | -$1,181 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $629 | 0.00% | 40 | -36 | -47.4% | -$566 | 减仓 |
| TIC | TIC SOLUTIONS INC | $632 | 0.00% | 96 | 84 | 700.0% | $553 | 重新持有 |
| — | TONIX PHARMACEUTICALS HLDG C | $633 | 0.00% | 46 | 46 | — | $633 | 新建仓 |
| OPK | OPKO HEALTH INC | $638 | 0.00% | 559 | -313 | -35.9% | -$357 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $638 | 0.00% | 36 | -1 | -2.7% | -$18 | 减仓 |
| TLN | TALEN ENERGY CORP | $639 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $639 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GDOT | GREEN DOT CORP | $640 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $644 | 0.00% | 16 | -173 | -91.5% | -$6,963 | 减仓 |
| ASTE | ASTEC INDS INC | $647 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | BAKKT INC | $648 | 0.00% | 88 | 88 | — | $648 | 新建仓 |
| MLKN | MILLERKNOLL INC | $651 | 0.00% | 45 | 16 | 55.2% | $231 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $651 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TFII | TRANSFORCE INC | $652 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TFIN | TRIUMPH FINANCIAL INC | $657 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CMRC | COMMERCE.COM INC | $657 | 0.00% | 246 | 130 | 112.1% | $347 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $658 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC | $662 | 0.00% | 120 | -276 | -69.7% | -$1,523 | 减仓 |
| GRND | GRINDR INC | $665 | 0.00% | 55 | 55 | — | $665 | 新建仓 |