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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -19,356 | -100.0% | -$146.02万 | 清仓 |
| VCRB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -9,158 | -100.0% | -$71.34万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -3,785 | -100.0% | -$26.28万 | 清仓 |
| IGRO | ISHARES TR | $0 | 0.00% | 0 | -2,940 | -100.0% | -$24.33万 | 清仓 |
| — | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -2,025 | -100.0% | -$20.99万 | 清仓 |
| IVES | WEDBUSH SER TR | $0 | 0.00% | 0 | -6,166 | -100.0% | -$19.49万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$16.79万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -983 | -100.0% | -$9.98万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -3,209 | -100.0% | -$9.70万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -985 | -100.0% | -$4.93万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -86 | -100.0% | -$3.21万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -462 | -100.0% | -$3.20万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -137 | -100.0% | -$2.52万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -577 | -100.0% | -$2.41万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -245 | -100.0% | -$2.36万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -1,585 | -100.0% | -$2.06万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -477 | -100.0% | -$1.29万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -212 | -100.0% | -$1.29万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -300 | -100.0% | -$1.12万 | 清仓 |
| — | EVENTBRITE INC | $0 | 0.00% | 0 | -2,268 | -100.0% | -$1.01万 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -313 | -100.0% | -$9,929 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -693 | -100.0% | -$9,813 | 清仓 |
| — | GUESS INC | $0 | 0.00% | 0 | -564 | -100.0% | -$9,447 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TREEHOUSE FOODS INC | $0 | 0.00% | 0 | -318 | -100.0% | -$7,502 | 清仓 |
| — | FORGE GLOBAL HOLDINGS INC | $0 | 0.00% | 0 | -134 | -100.0% | -$5,972 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -6,337 | -100.0% | -$4,365 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -95 | -100.0% | -$4,273 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -9 | -100.0% | -$4,015 | 清仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -49 | -100.0% | -$3,799 | 清仓 |
| OI | O-I GLASS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$3,093 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -34 | -100.0% | -$2,985 | 清仓 |
| — | DENNYS CORP | $0 | 0.00% | 0 | -460 | -100.0% | -$2,862 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -31 | -100.0% | -$2,823 | 清仓 |
| ATHM | AUTOHOME INC | $0 | 0.00% | 0 | -123 | -100.0% | -$2,738 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | -19 | -100.0% | -$2,727 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -59 | -100.0% | -$2,117 | 清仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,952 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -36 | -100.0% | -$1,541 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -165 | -100.0% | -$1,490 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -77 | -100.0% | -$1,484 | 清仓 |
| AGYS | AGILYSYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OIH | VANECK ETF TRUST | $0 | 0.00% | 0 | -5 | -100.0% | -$1,424 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,338 | 清仓 |
| AMSF | AMERISAFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,082 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -28 | -100.0% | -$1,066 | 清仓 |
| LADR | LADDER CAP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MIDWESTONE FINL GROUP INC NE | $0 | 0.00% | 0 | -26 | -100.0% | -$1,001 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO | $0 | 0.00% | 0 | -164 | -100.0% | -$975 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -9 | -100.0% | -$927 | 清仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -28 | -100.0% | -$910 | 清仓 |
| CNO | CNO FINL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOAR | LOAR HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -19 | -100.0% | -$756 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -3 | -100.0% | -$716 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$715 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $0 | 0.00% | 0 | -13 | -100.0% | -$665 | 清仓 |
| — | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -18 | -100.0% | -$646 | 清仓 |
| — | LOANDEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARLO | ARLO TECHNOLOGIES INC | $0 | 0.00% | 0 | -34 | -100.0% | -$476 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$465 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WPP | WPP PLC NEW | $0 | 0.00% | 0 | -20 | -100.0% | -$450 | 清仓 |
| WKC | WORLD KINECT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OXM | OXFORD INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -8 | -100.0% | -$443 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -7 | -100.0% | -$442 | 清仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $0 | 0.00% | 0 | -10 | -100.0% | -$408 | 清仓 |
| CRAI | CRA INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$369 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEO | GEO GROUP INC NEW | $0 | 0.00% | 0 | -22 | -100.0% | -$355 | 清仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST SVGS FINL GROUP INC | $0 | 0.00% | 0 | -11 | -100.0% | -$351 | 清仓 |
| CCB | COASTAL FINL CORP WA | $0 | 0.00% | 0 | -3 | -100.0% | -$344 | 清仓 |
| — | ALEXANDER & BALDWIN INC NEW | $0 | 0.00% | 0 | -16 | -100.0% | -$331 | 清仓 |
| HOMB | HOME BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$247 | 清仓 |
| FRHC | FREEDOM HLDG CORP NEV | $0 | 0.00% | 0 | -2 | -100.0% | -$244 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLAY | DAVE & BUSTERS ENTMT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PMT | PENNYMAC MTG INVT TR | $0 | 0.00% | 0 | -18 | -100.0% | -$226 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$224 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | -7 | -100.0% | -$217 | 清仓 |