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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $1.59万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $1.59万 | 0.00% | 193 | 7 | 3.8% | $576 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1.59万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $1.59万 | 0.00% | 327 | 134 | 69.4% | $6,500 | 加仓 |
| URI | UNITED RENTALS INC | $1.59万 | 0.00% | 14 | -8 | -36.4% | -$9,063 | 减仓 |
| AVNT | AVIENT CORPORATION | $1.59万 | 0.00% | 429 | 267 | 164.8% | $9,868 | 加仓 |
| AVY | AVERY DENNISON CORP | $1.57万 | 0.00% | 97 | -91 | -48.4% | -$1.48万 | 减仓 |
| PPLI | PEOPLE INC | $1.57万 | 0.00% | 341 | 72 | 26.8% | $3,324 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.57万 | 0.00% | 286 | 286 | — | $1.57万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $1.57万 | 0.00% | 589 | 59 | 11.1% | $1,573 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1.57万 | 0.00% | 254 | 31 | 13.9% | $1,917 | 加仓 |
| VICI | VICI PPTYS INC | $1.57万 | 0.00% | 591 | -631 | -51.6% | -$1.68万 | 减仓 |
| LEA | LEAR CORP | $1.57万 | 0.00% | 117 | 33 | 39.3% | $4,424 | 加仓 |
| FELE | FRANKLIN ELEC INC | $1.56万 | 0.00% | 146 | 5 | 3.5% | $536 | 加仓 |
| DX | DYNEX CAP INC | $1.56万 | 0.00% | 1,193 | 181 | 17.9% | $2,373 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.56万 | 0.00% | 40 | -75 | -65.2% | -$2.92万 | 减仓 |
| PRGO | PERRIGO CO PLC | $1.56万 | 0.00% | 1,498 | 1,236 | 471.8% | $1.28万 | 加仓 |
| EVTC | EVERTEC INC | $1.55万 | 0.00% | 559 | 464 | 488.4% | $1.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.55万 | 0.00% | 260 | 260 | — | $1.55万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $1.55万 | 0.00% | 631 | -2,893 | -82.1% | -$7.10万 | 减仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $1.54万 | 0.00% | 1,012 | 963 | 1,965.3% | $1.46万 | 加仓 |
| PSN | PARSONS CORP DEL | $1.53万 | 0.00% | 292 | 200 | 217.4% | $1.05万 | 加仓 |
| AROC | ARCHROCK INC | $1.53万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANKERS LTD | $1.52万 | 0.00% | 234 | 4 | 1.7% | $259 | 加仓 |
| VC | VISTEON CORP | $1.52万 | 0.00% | 153 | 13 | 9.3% | $1,290 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $1.52万 | 0.00% | 452 | 446 | 7,433.3% | $1.50万 | 加仓 |
| XHB | SPDR SERIES TRUST | $1.51万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC | $1.51万 | 0.00% | 1,866 | 1,746 | 1,455.0% | $1.41万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.51万 | 0.00% | 18 | -1 | -5.3% | -$839 | 减仓 |
| OKTA | OKTA INC | $1.50万 | 0.00% | 110 | -188 | -63.1% | -$2.57万 | 减仓 |
| NSP | INSPERITY INC | $1.50万 | 0.00% | 362 | 260 | 254.9% | $1.07万 | 加仓 |
| HELE | HELEN OF TROY LTD | $1.48万 | 0.00% | 508 | 257 | 102.4% | $7,471 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $1.48万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $1.47万 | 0.00% | 117 | -164 | -58.4% | -$2.07万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $1.47万 | 0.00% | 302 | 162 | 115.7% | $7,882 | 加仓 |
| BULL | WEBULL CORP | $1.47万 | 0.00% | 2,247 | 1,148 | 104.5% | $7,485 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1.46万 | 0.00% | 431 | 37 | 9.4% | $1,254 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $1.45万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $1.44万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $1.43万 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $1.43万 | 0.00% | 45 | 4 | 9.8% | $1,273 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.43万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.42万 | 0.00% | 367 | -472 | -56.3% | -$1.83万 | 减仓 |
| ENB | ENBRIDGE INC | $1.42万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.42万 | 0.00% | 576 | 99 | 20.8% | $2,436 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $1.41万 | 0.00% | 3,446 | 3,425 | 16,309.5% | $1.40万 | 加仓 |
| NOK | NOKIA CORP | $1.41万 | 0.00% | 1,060 | 209 | 24.6% | $2,776 | 加仓 |
| AVT | AVNET INC | $1.39万 | 0.00% | 157 | 67 | 74.4% | $5,951 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $1.39万 | 0.00% | 220 | 111 | 101.8% | $7,021 | 加仓 |
| CRI | CARTERS INC | $1.39万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1.39万 | 0.00% | 49 | 29 | 145.0% | $8,207 | 加仓 |
| CTVA | CORTEVA INC | $1.38万 | 0.00% | 163 | 40 | 32.5% | $3,388 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1.37万 | 0.00% | 34 | 4 | 13.3% | $1,607 | 加仓 |
| QDEL | QUIDELORTHO CORP | $1.36万 | 0.00% | 778 | 778 | — | $1.36万 | 新建仓 |
| KURA | KURA ONCOLOGY INC | $1.36万 | 0.00% | 1,242 | 375 | 43.3% | $4,114 | 加仓 |
| MELI | MERCADOLIBRE INC | $1.36万 | 0.00% | 8 | -2 | -20.0% | -$3,395 | 减仓 |
| HSY | HERSHEY CO | $1.35万 | 0.00% | 77 | -14 | -15.4% | -$2,456 | 减仓 |
| ALLE | ALLEGION PLC | $1.35万 | 0.00% | 96 | -191 | -66.6% | -$2.68万 | 减仓 |
| CSL | CARLISLE COS INC | $1.34万 | 0.00% | 37 | 22 | 146.7% | $7,981 | 加仓 |
| HDB | HDFC BANK LTD | $1.34万 | 0.00% | 519 | -63 | -10.8% | -$1,627 | 减仓 |
| MUR | MURPHY OIL CORP | $1.33万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $1.33万 | 0.00% | 232 | 107 | 85.6% | $6,142 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1.33万 | 0.00% | 1,169 | 188 | 19.2% | $2,138 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1.32万 | 0.00% | 45 | 28 | 164.7% | $8,199 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.31万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $1.31万 | 0.00% | 172 | 129 | 300.0% | $9,842 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.31万 | 0.00% | 610 | 401 | 191.9% | $8,581 | 加仓 |
| KVUE | KENVUE INC | $1.31万 | 0.00% | 683 | 404 | 144.8% | $7,721 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $1.30万 | 0.00% | 369 | 206 | 126.4% | $7,283 | 加仓 |
| COHR | COHERENT CORP | $1.30万 | 0.00% | 33 | 5 | 17.9% | $1,972 | 加仓 |
| GDX | VANECK ETF TRUST | $1.30万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.29万 | 0.00% | 31 | -11 | -26.2% | -$4,568 | 减仓 |
| IDA | IDACORP INC | $1.29万 | 0.00% | 85 | 81 | 2,025.0% | $1.23万 | 加仓 |
| ROL | ROLLINS INC | $1.29万 | 0.00% | 308 | 36 | 13.2% | $1,503 | 加仓 |
| WY | WEYERHAEUSER CO | $1.28万 | 0.00% | 535 | 398 | 290.5% | $9,526 | 加仓 |
| ENTG | ENTEGRIS INC | $1.28万 | 0.00% | 71 | -14 | -16.5% | -$2,518 | 减仓 |
| NJR | NEW JERSEY RES CORP | $1.27万 | 0.00% | 227 | 208 | 1,094.7% | $1.17万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1.27万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $1.27万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $1.26万 | 0.00% | 193 | 46 | 31.3% | $3,010 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1.26万 | 0.00% | 130 | -146 | -52.9% | -$1.42万 | 减仓 |
| EMA | EMERA INC | $1.26万 | 0.00% | 237 | 70 | 41.9% | $3,711 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1.26万 | 0.00% | 638 | 435 | 214.3% | $8,561 | 加仓 |
| PACS | PACS GROUP INC | $1.25万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $1.25万 | 0.00% | 523 | -23 | -4.2% | -$549 | 减仓 |
| NVCR | NOVOCURE LTD | $1.24万 | 0.00% | 821 | -315 | -27.7% | -$4,773 | 减仓 |
| — | TOPBUILD COR | $1.24万 | 0.00% | 35 | -10 | -22.2% | -$3,545 | 减仓 |
| KB | KB FINL GROUP INC | $1.24万 | 0.00% | 118 | 61 | 107.0% | $6,403 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1.24万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| HAYW | HAYWARD HLDGS INC | $1.23万 | 0.00% | 710 | 461 | 185.1% | $7,980 | 加仓 |
| AIP | ARTERIS INC | $1.22万 | 0.00% | 252 | 79 | 45.7% | $3,839 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $1.22万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1.22万 | 0.00% | 256 | 161 | 169.5% | $7,656 | 加仓 |
| DBX | DROPBOX INC | $1.22万 | 0.00% | 443 | -88 | -16.6% | -$2,418 | 减仓 |
| MYGN | MYRIAD GENETICS INC | $1.21万 | 0.00% | 2,126 | 1,019 | 92.1% | $5,819 | 加仓 |
| HCI | HCI GROUP INC | $1.21万 | 0.00% | 69 | 20 | 40.8% | $3,505 | 加仓 |
| GRAL | GRAIL INC | $1.21万 | 0.00% | 177 | 10 | 6.0% | $683 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $1.20万 | 0.00% | 223 | -4 | -1.8% | -$216 | 减仓 |
| ADNT | ADIENT PLC | $1.20万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $1.19万 | 0.00% | 758 | 630 | 492.2% | $9,923 | 加仓 |