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 |
|---|---|---|---|---|---|---|---|---|
| PARR | PAR PAC HOLDINGS INC | $9,083 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $9,058 | 0.00% | 578 | 418 | 261.2% | $6,551 | 加仓 |
| KEX | KIRBY CORP | $9,036 | 0.00% | 68 | 40 | 142.9% | $5,315 | 加仓 |
| — | WEBSTER FINL CORP | $9,025 | 0.00% | 130 | 50 | 62.5% | $3,471 | 加仓 |
| DE | DEERE & CO | $9,013 | 0.00% | 16 | -3 | -15.8% | -$1,690 | 减仓 |
| BOH | BANK HAWAII CORP | $8,985 | 0.00% | 121 | 67 | 124.1% | $4,975 | 加仓 |
| TRP | TC ENERGY CORP | $8,952 | 0.00% | 143 | 18 | 14.4% | $1,127 | 加仓 |
| ICHR | ICHOR HOLDINGS | $8,950 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $8,923 | 0.00% | 1,022 | 856 | 515.7% | $7,474 | 加仓 |
| GIB | CGI INC | $8,919 | 0.00% | 122 | 73 | 149.0% | $5,337 | 加仓 |
| AGG | ISHARES TR | $8,836 | 0.00% | 89 | -521 | -85.4% | -$5.17万 | 减仓 |
| REMX | VANECK ETF TRUST | $8,800 | 0.00% | 100 | 100 | — | $8,800 | 新建仓 |
| LYFT | LYFT INC | $8,792 | 0.00% | 661 | -6,831 | -91.2% | -$9.09万 | 减仓 |
| SO | SOUTHERN CO | $8,784 | 0.00% | 91 | 5 | 5.8% | $483 | 加仓 |
| SM | SM ENERGY COMPANY | $8,762 | 0.00% | 281 | 248 | 751.5% | $7,733 | 加仓 |
| VIRT | VIRTU FINL INC | $8,753 | 0.00% | 199 | 196 | 6,533.3% | $8,621 | 重新持有 |
| SOLV | SOLVENTUM CORP | $8,751 | 0.00% | 134 | 47 | 54.0% | $3,069 | 加仓 |
| TKR | TIMKEN CO | $8,750 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $8,730 | 0.00% | 30 | 7 | 30.4% | $2,037 | 加仓 |
| STLA | STELLANTIS N.V | $8,672 | 0.00% | 1,223 | -211 | -14.7% | -$1,496 | 减仓 |
| FE | FIRSTENERGY CORP | $8,663 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $8,658 | 0.00% | 134 | 93 | 226.8% | $6,009 | 加仓 |
| EMA | EMERA INC | $8,657 | 0.00% | 167 | 71 | 74.0% | $3,681 | 加仓 |
| HOPE | HOPE BANCORP INC | $8,646 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $8,631 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $8,615 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $8,571 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $8,560 | 0.00% | 538 | 69 | 14.7% | $1,098 | 加仓 |
| VRNS | VARONIS SYS INC | $8,546 | 0.00% | 398 | 184 | 86.0% | $3,951 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $8,532 | 0.00% | 308 | 280 | 1,000.0% | $7,756 | 加仓 |
| NTR | NUTRIEN LTD | $8,527 | 0.00% | 113 | 17 | 17.7% | $1,283 | 加仓 |
| HEI | HEICO CORP NEW | $8,501 | 0.00% | 31 | -49 | -61.3% | -$1.34万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $8,463 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $8,443 | 0.00% | 138 | 94 | 213.6% | $5,751 | 加仓 |
| DHT | DHT HOLDINGS INC | $8,441 | 0.00% | 462 | -26 | -5.3% | -$475 | 减仓 |
| WF | WOORI FINL GROUP INC | $8,325 | 0.00% | 125 | 36 | 40.4% | $2,398 | 加仓 |
| MNDY | MONDAY COM LTD | $8,294 | 0.00% | 120 | 114 | 1,900.0% | $7,879 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $8,288 | 0.00% | 2,361 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $8,208 | 0.00% | 914 | 25 | 2.8% | $225 | 加仓 |
| INSP | INSPIRE MED SYS INC | $8,202 | 0.00% | 159 | 159 | — | $8,202 | 新建仓 |
| APPN | APPIAN CORP | $8,174 | 0.00% | 339 | 218 | 180.2% | $5,256 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $8,147 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $8,138 | 0.00% | 49 | 29 | 145.0% | $4,816 | 加仓 |
| TDOC | TELADOC HEALTH INC | $8,126 | 0.00% | 1,491 | 1,491 | — | $8,126 | 新建仓 |
| EWW | ISHARES INC | $8,125 | 0.00% | 108 | 108 | — | $8,125 | 新建仓 |
| DCH | DAUCH CORP | $8,101 | 0.00% | 1,366 | -37 | -2.6% | -$219 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $8,098 | 0.00% | 166 | 5 | 3.1% | $244 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $8,098 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $8,084 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $8,067 | 0.00% | 71 | 36 | 102.9% | $4,090 | 加仓 |
| ZD | ZIFF DAVIS INC | $8,057 | 0.00% | 192 | -48 | -20.0% | -$2,014 | 减仓 |
| FLO | FLOWERS FOODS INC | $7,841 | 0.00% | 962 | -1,658 | -63.3% | -$1.35万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $7,819 | 0.00% | 80 | 80 | — | $7,819 | 新建仓 |
| GMAB | GENMAB A/S | $7,808 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| WABC | WESTAMERICA BANCORPORATION | $7,771 | 0.00% | 149 | -3 | -2.0% | -$156 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $7,739 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $7,731 | 0.00% | 455 | 104 | 29.6% | $1,767 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $7,721 | 0.00% | 113 | -77 | -40.5% | -$5,261 | 减仓 |
| WHR | WHIRLPOOL CORP | $7,711 | 0.00% | 143 | 142 | 14,200.0% | $7,657 | 重新持有 |
| QTWO | Q2 HLDGS INC | $7,710 | 0.00% | 163 | 143 | 715.0% | $6,764 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $7,707 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $7,707 | 0.00% | 156 | 148 | 1,850.0% | $7,312 | 加仓 |
| MMS | MAXIMUS INC | $7,692 | 0.00% | 120 | -119 | -49.8% | -$7,628 | 减仓 |
| PWR | QUANTA SVCS INC | $7,687 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $7,591 | 0.00% | 214 | 92 | 75.4% | $3,263 | 加仓 |
| HCI | HCI GROUP INC | $7,576 | 0.00% | 49 | -4 | -7.5% | -$618 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $7,568 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $7,549 | 0.00% | 247 | -339 | -57.8% | -$1.04万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $7,539 | 0.00% | 182 | 156 | 600.0% | $6,462 | 加仓 |
| AHRT | AH RLTY TR INC | $7,537 | 0.00% | 1,370 | -247 | -15.3% | -$1,359 | 减仓 |
| EL | LAUDER ESTEE COS INC | $7,536 | 0.00% | 105 | 3 | 2.9% | $215 | 加仓 |
| CVE | CENOVUS ENERGY INC | $7,508 | 0.00% | 283 | 156 | 122.8% | $4,139 | 加仓 |
| YELP | YELP INC | $7,497 | 0.00% | 303 | 101 | 50.0% | $2,499 | 加仓 |
| MATV | MATIV HOLDINGS INC | $7,491 | 0.00% | 861 | 1 | 0.1% | $9 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $7,488 | 0.00% | 590 | -21 | -3.4% | -$267 | 减仓 |
| DOCS | DOXIMITY INC | $7,480 | 0.00% | 321 | 253 | 372.1% | $5,895 | 重新持有 |
| JOE | ST JOE CO | $7,474 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $7,389 | 0.00% | 161 | -29 | -15.3% | -$1,331 | 减仓 |
| BN | BROOKFIELD CORP | $7,326 | 0.00% | 181 | 128 | 241.5% | $5,181 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $7,319 | 0.00% | 37 | 1 | 2.8% | $198 | 加仓 |
| COMP | COMPASS INC | $7,267 | 0.00% | 994 | 940 | 1,740.7% | $6,872 | 重新持有 |
| PEBO | PEOPLES BANCORP INC | $7,265 | 0.00% | 221 | -3 | -1.3% | -$99 | 减仓 |
| WASH | WASHINGTON TR BANCORP INC | $7,261 | 0.00% | 217 | 1 | 0.5% | $33 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7,235 | 0.00% | 46 | 21 | 84.0% | $3,303 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $7,215 | 0.00% | 461 | -82 | -15.1% | -$1,283 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $7,205 | 0.00% | 125 | 61 | 95.3% | $3,516 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $7,178 | 0.00% | 20 | 7 | 53.8% | $2,512 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $7,172 | 0.00% | 2,490 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $7,156 | 0.00% | 109 | -4 | -3.5% | -$263 | 减仓 |
| DOX | AMDOCS LTD | $7,114 | 0.00% | 109 | 98 | 890.9% | $6,396 | 加仓 |
| KURA | KURA ONCOLOGY INC | $7,049 | 0.00% | 867 | -462 | -34.8% | -$3,756 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $7,024 | 0.00% | 147 | 26 | 21.5% | $1,242 | 加仓 |
| SAP | SAP SE | $7,020 | 0.00% | 41 | -57 | -58.2% | -$9,760 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $7,001 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $6,874 | 0.00% | 83 | 82 | 8,200.0% | $6,791 | 加仓 |
| SJNK | SPDR SERIES TRUST | $6,870 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $6,843 | 0.00% | 851 | 656 | 336.4% | $5,275 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $6,820 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $6,807 | 0.00% | 51 | -38 | -42.7% | -$5,072 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $6,786 | 0.00% | 386 | 0 | 0.0% | — | 不变 |