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 |
|---|---|---|---|---|---|---|---|---|
| HPQ | HP INC | $1.25万 | 0.00% | 652 | -1,769 | -73.1% | -$3.40万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $1.25万 | 0.00% | 58 | -235 | -80.2% | -$5.07万 | 减仓 |
| D | DOMINION ENERGY INC | $1.25万 | 0.00% | 202 | -7 | -3.3% | -$433 | 减仓 |
| NVCR | NOVOCURE LTD | $1.24万 | 0.00% | 1,136 | -381 | -25.1% | -$4,153 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.24万 | 0.00% | 293 | -28 | -8.7% | -$1,183 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.23万 | 0.00% | 184 | 98 | 114.0% | $6,573 | 加仓 |
| BG | BUNGE GLOBAL SA | $1.23万 | 0.00% | 97 | 48 | 98.0% | $6,106 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1.23万 | 0.00% | 235 | 235 | — | $1.23万 | 新建仓 |
| DTE | DTE ENERGY CO | $1.23万 | 0.00% | 84 | 8 | 10.5% | $1,170 | 加仓 |
| ICUI | ICU MED INC | $1.23万 | 0.00% | 95 | -11 | -10.4% | -$1,421 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1.22万 | 0.00% | 223 | 95 | 74.2% | $5,207 | 加仓 |
| OIS | OIL STS INTL INC | $1.22万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.22万 | 0.00% | 168 | -40 | -19.2% | -$2,895 | 减仓 |
| KGC | KINROSS GOLD CORP | $1.21万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1.21万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $1.21万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $1.21万 | 0.00% | 531 | -209 | -28.2% | -$4,749 | 减仓 |
| CRI | CARTERS INC | $1.21万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| EFOR | ASGN INC | $1.20万 | 0.00% | 310 | 266 | 604.5% | $1.03万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $1.19万 | 0.00% | 642 | -30 | -4.5% | -$558 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1.19万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $1.19万 | 0.00% | 981 | -273 | -21.8% | -$3,301 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.18万 | 0.00% | 131 | 87 | 197.7% | $7,867 | 加仓 |
| TRU | TRANSUNION | $1.18万 | 0.00% | 171 | -196 | -53.4% | -$1.36万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1.18万 | 0.00% | 300 | 300 | — | $1.18万 | 新建仓 |
| LIVN | LIVANOVA PLC | $1.18万 | 0.00% | 186 | 111 | 148.0% | $7,056 | 加仓 |
| TEX | TEREX CORP NEW | $1.18万 | 0.00% | 199 | 189 | 1,890.0% | $1.12万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.17万 | 0.00% | 474 | 474 | — | $1.17万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $1.17万 | 0.00% | 1,037 | 485 | 87.9% | $5,466 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $1.17万 | 0.00% | 563 | 44 | 8.5% | $913 | 加仓 |
| WK | WORKIVA INC | $1.15万 | 0.00% | 193 | 71 | 58.2% | $4,234 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $1.15万 | 0.00% | 257 | 19 | 8.0% | $850 | 加仓 |
| WEN | WENDYS CO | $1.14万 | 0.00% | 1,647 | -740 | -31.0% | -$5,143 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.14万 | 0.00% | 477 | -19 | -3.8% | -$455 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $1.12万 | 0.00% | 315 | 240 | 320.0% | $8,568 | 加仓 |
| FLR | FLUOR CORP | $1.12万 | 0.00% | 241 | -110 | -31.3% | -$5,132 | 减仓 |
| NKE | NIKE INC | $1.12万 | 0.00% | 212 | 58 | 37.7% | $3,067 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1.12万 | 0.00% | 78 | 13 | 20.0% | $1,862 | 加仓 |
| — | LIBERTY BROADBAND CORP | $1.11万 | 0.00% | 221 | 65 | 41.7% | $3,270 | 加仓 |
| CBRE | CBRE GROUP INC | $1.11万 | 0.00% | 82 | 30 | 57.7% | $4,064 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $1.11万 | 0.00% | 41 | -55 | -57.3% | -$1.49万 | 减仓 |
| DAN | DANA INC | $1.11万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.11万 | 0.00% | 100 | 100 | — | $1.11万 | 新建仓 |
| SUI | SUN CMNTYS INC | $1.11万 | 0.00% | 88 | -19 | -17.8% | -$2,393 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $1.10万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1.09万 | 0.00% | 208 | -4 | -1.9% | -$210 | 减仓 |
| NEU | NEWMARKET CORP | $1.09万 | 0.00% | 17 | -3 | -15.0% | -$1,923 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1.08万 | 0.00% | 110 | 58 | 111.5% | $5,709 | 加仓 |
| PPLI | IAC INC | $1.08万 | 0.00% | 269 | 236 | 715.2% | $9,448 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1.07万 | 0.00% | 194 | 194 | — | $1.07万 | 新建仓 |
| OGS | ONE GAS INC | $1.07万 | 0.00% | 124 | 123 | 12,300.0% | $1.06万 | 重新持有 |
| GHC | GRAHAM HLDGS CO | $1.06万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1.05万 | 0.00% | 503 | 503 | — | $1.05万 | 新建仓 |
| HUN | HUNTSMAN CORP | $1.04万 | 0.00% | 784 | 42 | 5.7% | $559 | 加仓 |
| FDS | FACTSET RESH SYS INC | $1.04万 | 0.00% | 48 | -350 | -87.9% | -$7.59万 | 减仓 |
| NRG | NRG ENERGY INC | $1.04万 | 0.00% | 71 | -11 | -13.4% | -$1,608 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $1.04万 | 0.00% | 156 | 77 | 97.5% | $5,111 | 加仓 |
| CTVA | CORTEVA INC | $1.03万 | 0.00% | 123 | 37 | 43.0% | $3,097 | 加仓 |
| TRGP | TARGA RES CORP | $1.03万 | 0.00% | 41 | 28 | 215.4% | $7,020 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $1.03万 | 0.00% | 349 | 346 | 11,533.3% | $1.02万 | 重新持有 |
| LEA | LEAR CORP | $1.02万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $1.01万 | 0.00% | 77 | -64 | -45.4% | -$8,393 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.01万 | 0.00% | 477 | 54 | 12.8% | $1,142 | 加仓 |
| MINT | PIMCO ETF TR | $1.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $1.00万 | 0.00% | 33 | -100 | -75.2% | -$3.04万 | 减仓 |
| CVSA | COVISTA INC | $1.00万 | 0.00% | 87 | -2 | -2.2% | -$231 | 减仓 |
| SKM | SK TELECOM CO LTD | $1.00万 | 0.00% | 342 | 93 | 37.3% | $2,724 | 加仓 |
| MFC | MANULIFE FINL CORP | $9,988 | 0.00% | 290 | 148 | 104.2% | $5,097 | 加仓 |
| ENTG | ENTEGRIS INC | $9,966 | 0.00% | 85 | 36 | 73.5% | $4,221 | 加仓 |
| VNO | VORNADO RLTY TR | $9,929 | 0.00% | 382 | 53 | 16.1% | $1,378 | 加仓 |
| MTB | M & T BK CORP | $9,923 | 0.00% | 48 | 4 | 9.1% | $827 | 加仓 |
| FBK | FB FINL CORP | $9,921 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $9,884 | 0.00% | 34 | 25 | 277.8% | $7,268 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $9,874 | 0.00% | 200 | 200 | — | $9,874 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $9,824 | 0.00% | 152 | 80 | 111.1% | $5,171 | 加仓 |
| PPL | PPL CORP | $9,818 | 0.00% | 257 | 143 | 125.4% | $5,463 | 加仓 |
| RRC | RANGE RES CORP | $9,805 | 0.00% | 217 | -536 | -71.2% | -$2.42万 | 减仓 |
| STM | STMICROELECTRONICS N V | $9,744 | 0.00% | 282 | 184 | 187.8% | $6,358 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $9,642 | 0.00% | 30 | 14 | 87.5% | $4,500 | 加仓 |
| SLM | SLM CORP | $9,635 | 0.00% | 450 | 70 | 18.4% | $1,499 | 加仓 |
| — | GATES INDL CORP PLC | $9,632 | 0.00% | 426 | -98 | -18.7% | -$2,216 | 减仓 |
| CMS | CMS ENERGY CORP | $9,620 | 0.00% | 124 | 4 | 3.3% | $310 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $9,598 | 0.00% | 123 | 40 | 48.2% | $3,121 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $9,584 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $9,570 | 0.00% | 101 | 34 | 50.7% | $3,222 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $9,555 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $9,527 | 0.00% | 67 | 37 | 123.3% | $5,261 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $9,481 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| CVI | CVR ENERGY INC | $9,456 | 0.00% | 281 | -12 | -4.1% | -$404 | 减仓 |
| BRBR | BELLRING BRANDS INC | $9,429 | 0.00% | 586 | -480 | -45.0% | -$7,723 | 减仓 |
| PACS | PACS GROUP INC | $9,412 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $9,388 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $9,388 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $9,383 | 0.00% | 1,487 | 21 | 1.4% | $133 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $9,351 | 0.00% | 98 | 95 | 3,166.7% | $9,065 | 加仓 |
| FOX | FOX CORP | $9,187 | 0.00% | 173 | 37 | 27.2% | $1,965 | 加仓 |
| FTV | FORTIVE CORP | $9,177 | 0.00% | 166 | 82 | 97.6% | $4,533 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $9,162 | 0.00% | 153 | 2 | 1.3% | $120 | 加仓 |
| SLB | SLB LIMITED | $9,148 | 0.00% | 178 | 9 | 5.3% | $463 | 加仓 |
| AGI | ALAMOS GOLD INC | $9,109 | 0.00% | 205 | 173 | 540.6% | $7,687 | 加仓 |