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
ENPH ENPHASE ENERGY INC $5910.00%12 12— $591 新建仓
CIVB CIVISTA BANCSHARES INC $5930.00%21 210.5% $56 加仓
FVCB FVCBANKCORP INC $5950.00%34 1254.5% $210 加仓
SKYW SKYWEST INC $5960.00%6 -56-90.3% -$5,563 减仓
ALT ALTIMMUNE INC $5960.00%196 196— $596 新建仓
BILI BILIBILI INC $5970.00%35 -102-74.5% -$1,740 减仓
— BLAIZE HLDGS INC $5970.00%432 16763.0% $231 加仓
FLG FLAGSTAR BANK NATIONAL ASSOC $5980.00%40 40— $598 新建仓
LI LI AUTO INC $5990.00%51 -267-84.0% -$3,136 减仓
SBSI SOUTHSIDE BANCSHARES INC $5990.00%17 -3-15.0% -$106 减仓
RBB RBB BANCORP $6040.00%22 -1-4.3% -$27 减仓
BRSP BRIGHTSPIRE CAPITAL INC $6050.00%111 -30-21.3% -$164 减仓
— SUPERNUS PHARMACEUTICALS $6050.00%13 444.4% $186 加仓
— AMERICAN VANGUARD CORP $6050.00%216 152237.5% $426 加仓
EVH EVOLENT HEALTH INC $6080.00%112 63128.6% $342 加仓
— AVITA MEDICAL INC $6080.00%147 1381,533.3% $571 加仓
PACB PACIFIC BIOSCIENCES CALIF IN $6140.00%365 9535.2% $160 加仓
CVCO CAVCO INDS INC DEL $6150.00%1 -1-50.0% -$615 减仓
PAYS PAYSIGN INC $6150.00%75 44141.9% $361 加仓
AURA AURA BIOSCIENCES INC $6180.00%87 73521.4% $519 加仓
AGNC AGNC INVT CORP $6220.00%57 00.0% — 不变
— PICARD MEDICAL INC $6250.00%3,822 3,6402,000.0% $595 加仓
BKU BANKUNITED INC $6300.00%13 00.0% — 不变
VTS VITESSE ENERGY INC $6310.00%40 40— $631 新建仓
BETR BETTER HOME & FINANCE HOLDIN $6330.00%23 00.0% — 不变
AXIAY AXIA ENERGIA SA $6340.00%60 -18-23.1% -$190 减仓
NHC NATIONAL HEALTHCARE CORP $6350.00%3 00.0% — 不变
TRC TEJON RANCH CO $6360.00%34 -23-40.4% -$430 减仓
CBT CABOT CORP $6360.00%7 00.0% — 不变
— QUANTUM SI INC $6380.00%720 21342.0% $189 加仓
TSSI TSS INC DEL $6400.00%52 52— $640 新建仓
— PIONEER BANCORP INC MD $6490.00%38 -2-5.0% -$34 减仓
ANGO ANGIODYNAMICS INC $6510.00%50 45900.0% $586 重新持有
PKOH PARK-OHIO HLDGS CORP $6540.00%17 -1-5.6% -$38 减仓
— GAMBLING COM GROUP LIMITED $6540.00%344 256290.9% $487 加仓
ABR ARBOR REALTY TRUST INC $6560.00%121 121— $656 新建仓
NCMI NATIONAL CINEMEDIA INC $6580.00%173 108166.2% $411 加仓
TGTX TG THERAPEUTICS INC $6600.00%12 12— $660 新建仓
— ALDEYRA THERAPEUTICS INC $6650.00%312 15497.5% $328 加仓
— DOCGO INC $6660.00%1,290 1,054446.6% $544 加仓
AAL AMERICAN AIRLINES GROUP INC $6690.00%37 00.0% — 不变
— EAGLE BANCORP MONT INC $6710.00%28 1386.7% $312 加仓
BWB BRIDGEWATER BANCSHARES INC $6740.00%32 26.7% $42 加仓
OSG OCTAVE SPECIALTY GROUP INC $6740.00%108 63140.0% $393 重新持有
TRTX TPG RE FIN TR INC $6780.00%81 771,925.0% $645 加仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $6820.00%88 -49-35.8% -$380 减仓
BCAX BICARA THERAPEUTICS INC $6830.00%23 00.0% — 不变
— TECHTARGET INC $6920.00%192 31.6% $11 加仓
TARS TARSUS PHARMACEUTICALS INC $6930.00%11 00.0% — 不变
BMRC BANK OF MARIN BANCORP $6930.00%25 17212.5% $471 加仓
YMM FULL TRUCK ALLIANCE CO LTD $7070.00%87 87— $707 新建仓
AMRX AMNEAL PHARMACEUTICALS INC $7100.00%41 00.0% — 不变
NAMS NEWAMSTERDAM PHARMA COMPANY $7120.00%21 00.0% — 不变
RXRX RECURSION PHARMACEUTICALS IN $7120.00%194 1862,325.0% $683 加仓
SD SANDRIDGE ENERGY INC $7130.00%52 00.0% — 不变
ACNB ACNB CORP $7130.00%12 -4-25.0% -$238 减仓
FDMT 4D MOLECULAR THERAPEUTICS IN $7190.00%54 00.0% — 不变
GBCI GLACIER BANCORP INC NEW $7230.00%14 00.0% — 不变
MCFT MASTERCRAFT BOAT HLDGS INC $7230.00%28 00.0% — 不变
INR INFINITY NAT RES INC $7240.00%57 33137.5% $419 加仓
IAG IAMGOLD CORP $7290.00%46 46— $729 新建仓
FNKO FUNKO INC $7300.00%124 00.0% — 不变
BANR BANNER CORP $7310.00%11 11— $731 新建仓
AGYS AGILYSYS INC $7320.00%7 -5-41.7% -$523 重新持有
— SELECTQUOTE INC $7380.00%877 40083.9% $337 加仓
WULF TERAWULF INC $7410.00%30 30— $741 新建仓
OPLN OPENLANE INC $7430.00%18 00.0% — 不变
EQH EQUITABLE HLDGS INC $7460.00%17 17— $746 新建仓
— REPOSITRAK INC $7470.00%83 54186.2% $486 加仓
BOW BOWHEAD SPECIALTY HLDGS INC $7490.00%25 14.2% $30 重新持有
— LOGISTIC PROPERTIES OF THE A $7500.00%223 22222,200.0% $747 加仓
CERT CERTARA INC $7540.00%115 -522-81.9% -$3,423 减仓
NRC NRC HEALTH $7550.00%35 -6-14.6% -$129 减仓
OLMA OLEMA PHARMACEUTICALS INC $7640.00%61 00.0% — 不变
FIBK FIRST INTST BANCSYSTEM INC $7720.00%20 -2-9.1% -$77 减仓
GIL GILDAN ACTIVEWEAR INC $7740.00%15 -15-50.0% -$774 减仓
SBS COMPANHIA DE SANEAMENTO BASI $7810.00%135 -175-56.5% -$1,012 减仓
ALLO ALLOGENE THERAPEUTICS INC $7850.00%377 -432-53.4% -$900 减仓
AMC AMC ENTMT HLDGS INC $7890.00%415 00.0% — 不变
— GBANK FINL HLDGS INC $7890.00%26 26— $789 新建仓
ALTG ALTA EQUIPMENT GROUP INC $7900.00%122 79183.7% $512 加仓
GRND GRINDR INC $7910.00%55 00.0% — 不变
COCO VITA COCO CO INC $7940.00%12 00.0% — 不变
TOWN TOWNEBANK PORTSMOUTH VA $7980.00%22 22— $798 新建仓
LINC LINCOLN EDL SVCS CORP $7990.00%16 00.0% — 不变
BVS BIOVENTUS INC $8030.00%85 00.0% — 不变
CRCT CRICUT INC $8040.00%183 3322.0% $145 加仓
GNW GENWORTH FINL INC $8050.00%85 -26-23.4% -$246 减仓
— AKEBIA THREAPEUTICS INC $8110.00%711 6651,445.7% $759 加仓
APPS DIGITAL TURBINE INC $8130.00%63 -96-60.4% -$1,239 减仓
RBCAA REPUBLIC BANCORP INC KY $8140.00%9 -2-18.2% -$181 减仓
PRLB PROTO LABS INC $8160.00%10 -9-47.4% -$734 减仓
BNED BARNES & NOBLE ED INC $8170.00%65 65— $817 新建仓
— COHERUS ONCOLOGY INC $8210.00%586 24672.4% $345 加仓
— GLOBAL WTR RES INC $8260.00%114 99660.0% $717 加仓
SFL SFL CORPORATION LTD $8270.00%81 00.0% — 不变
DSGX DESCARTES SYS GROUP INC $8310.00%12 00.0% — 不变
NVEC NVE CORP $8370.00%8 -1-11.1% -$105 减仓
TFIN TRIUMPH FINANCIAL INC $8400.00%11 00.0% — 不变
NRDS NERDWALLET INC $8420.00%91 -246-73.0% -$2,276 减仓