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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $1.19万 | 0.00% | 166 | 4 | 2.5% | $287 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.19万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| WRLD | WORLD ACCEP CORPORATION | $1.19万 | 0.00% | 53 | 22 | 71.0% | $4,924 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.19万 | 0.00% | 32 | -13 | -28.9% | -$4,818 | 减仓 |
| EL | LAUDER ESTEE COS INC | $1.18万 | 0.00% | 150 | 45 | 42.9% | $3,553 | 加仓 |
| MTH | MERITAGE HOMES CORP | $1.18万 | 0.00% | 141 | 140 | 14,000.0% | $1.17万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $1.18万 | 0.00% | 255 | -2 | -0.8% | -$93 | 减仓 |
| QNST | QUINSTREET INC | $1.18万 | 0.00% | 805 | 362 | 81.7% | $5,304 | 加仓 |
| FTV | FORTIVE CORP | $1.18万 | 0.00% | 193 | 27 | 16.3% | $1,650 | 加仓 |
| MFC | MANULIFE FINL CORP | $1.17万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $1.17万 | 0.00% | 56 | -25 | -30.9% | -$5,234 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1.16万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $1.16万 | 0.00% | 517 | -61 | -10.6% | -$1,367 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $1.16万 | 0.00% | 1,037 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $1.16万 | 0.00% | 1,239 | 655 | 112.2% | $6,111 | 加仓 |
| FROG | JFROG LTD | $1.15万 | 0.00% | 127 | -7 | -5.2% | -$636 | 减仓 |
| PD | PAGERDUTY INC | $1.15万 | 0.00% | 1,196 | 951 | 388.2% | $9,178 | 加仓 |
| — | GATES INDL CORP PLC | $1.15万 | 0.00% | 412 | -14 | -3.3% | -$392 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $1.15万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $1.14万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC | $1.14万 | 0.00% | 1,318 | 1,122 | 572.4% | $9,706 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1.14万 | 0.00% | 135 | 135 | — | $1.14万 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $1.14万 | 0.00% | 306 | 294 | 2,450.0% | $1.09万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.13万 | 0.00% | 220 | 77 | 53.8% | $3,960 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $1.13万 | 0.00% | 746 | -188 | -20.1% | -$2,844 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $1.12万 | 0.00% | 1,892 | 1,507 | 391.4% | $8,907 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.12万 | 0.00% | 46 | 3 | 7.0% | $728 | 加仓 |
| LNN | LINDSAY CORP | $1.11万 | 0.00% | 90 | 79 | 718.2% | $9,780 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.11万 | 0.00% | 38 | 26 | 216.7% | $7,623 | 加仓 |
| CVSA | COVISTA INC | $1.11万 | 0.00% | 89 | 2 | 2.3% | $249 | 加仓 |
| SKM | SK TELECOM CO LTD | $1.10万 | 0.00% | 341 | -1 | -0.3% | -$32 | 减仓 |
| KR | KROGER CO | $1.09万 | 0.00% | 197 | 29 | 17.3% | $1,610 | 加仓 |
| B | BARRICK MNG CORP | $1.08万 | 0.00% | 294 | -153 | -34.2% | -$5,620 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1.08万 | 0.00% | 240 | -49 | -17.0% | -$2,198 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $1.07万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.07万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1.07万 | 0.00% | 167 | 103 | 160.9% | $6,608 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1.07万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $1.06万 | 0.00% | 179 | 104 | 138.7% | $6,174 | 加仓 |
| BOH | BANK HAWAII CORP | $1.06万 | 0.00% | 130 | 9 | 7.4% | $733 | 加仓 |
| HOPE | HOPE BANCORP INC | $1.06万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $1.06万 | 0.00% | 101 | -14 | -12.2% | -$1,465 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.05万 | 0.00% | 59 | 6 | 11.3% | $1,072 | 加仓 |
| IOSP | INNOSPEC INC | $1.05万 | 0.00% | 129 | 73 | 130.4% | $5,942 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $1.05万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $1.05万 | 0.00% | 98 | 1 | 1.0% | $107 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $1.04万 | 0.00% | 206 | 64 | 45.1% | $3,219 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1.03万 | 0.00% | 230 | -104 | -31.1% | -$4,658 | 减仓 |
| DE | DEERE & CO | $1.01万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $1.01万 | 0.00% | 377 | -317 | -45.7% | -$8,499 | 减仓 |
| MINT | PIMCO ETF TR | $1.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.01万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $1.01万 | 0.00% | 2,390 | 29 | 1.2% | $122 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $1.01万 | 0.00% | 327 | 164 | 100.6% | $5,046 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.00万 | 0.00% | 130 | -4 | -3.0% | -$309 | 减仓 |
| AHRT | AH RLTY TR INC | $9,958 | 0.00% | 1,406 | 36 | 2.6% | $255 | 加仓 |
| MSA | MSA SAFETY INC | $9,952 | 0.00% | 57 | 35 | 159.1% | $6,111 | 加仓 |
| M | MACYS INC | $9,939 | 0.00% | 422 | 124 | 41.6% | $2,920 | 加仓 |
| NRG | NRG ENERGY INC | $9,933 | 0.00% | 68 | -3 | -4.2% | -$438 | 减仓 |
| QTWO | Q2 HLDGS INC | $9,909 | 0.00% | 206 | 43 | 26.4% | $2,068 | 加仓 |
| KGC | KINROSS GOLD CORP | $9,897 | 0.00% | 419 | 22 | 5.5% | $520 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $9,892 | 0.00% | 512 | -18 | -3.4% | -$348 | 减仓 |
| SFIX | STITCH FIX INC | $9,869 | 0.00% | 2,401 | 1,987 | 480.0% | $8,167 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $9,867 | 0.00% | 519 | -1 | -0.2% | -$19 | 减仓 |
| FBK | FB FINL CORP | $9,853 | 0.00% | 178 | -13 | -6.8% | -$720 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $9,802 | 0.00% | 404 | 404 | — | $9,802 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $9,782 | 0.00% | 257 | 232 | 928.0% | $8,830 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $9,777 | 0.00% | 808 | 450 | 125.7% | $5,445 | 加仓 |
| OKE | ONEOK INC NEW | $9,738 | 0.00% | 112 | 38 | 51.4% | $3,304 | 加仓 |
| VB | VANGUARD INDEX FDS | $9,700 | 0.00% | 32 | -850 | -96.4% | -$25.77万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $9,679 | 0.00% | 357 | 126 | 54.5% | $3,416 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $9,642 | 0.00% | 636 | 46 | 7.8% | $697 | 加仓 |
| SNAP | SNAP INC | $9,640 | 0.00% | 2,171 | 1,538 | 243.0% | $6,829 | 加仓 |
| UUUU | ENERGY FUELS INC | $9,599 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $9,559 | 0.00% | 8 | 4 | 100.0% | $4,780 | 加仓 |
| ICUI | ICU MED INC | $9,529 | 0.00% | 65 | -30 | -31.6% | -$4,398 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $9,460 | 0.00% | 946 | 946 | — | $9,460 | 新建仓 |
| TRU | TRANSUNION | $9,451 | 0.00% | 131 | -40 | -23.4% | -$2,886 | 减仓 |
| LZB | LA Z BOY INC | $9,429 | 0.00% | 235 | 178 | 312.3% | $7,142 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $9,405 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $9,327 | 0.00% | 128 | 58 | 82.9% | $4,226 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $9,319 | 0.00% | 554 | -14 | -2.5% | -$235 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $9,302 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| POWI | POWER INTEGRATIONS INC | $9,298 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| GO | GROCERY OUTLET HLDG CORP | $9,292 | 0.00% | 931 | 846 | 995.3% | $8,444 | 重新持有 |
| EPAM | EPAM SYS INC | $9,284 | 0.00% | 117 | -74 | -38.7% | -$5,872 | 减仓 |
| — | LIBERTY BROADBAND CORP | $9,280 | 0.00% | 279 | 58 | 26.2% | $1,929 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $9,280 | 0.00% | 415 | -62 | -13.0% | -$1,386 | 减仓 |
| ARGX | ARGENX SE | $9,278 | 0.00% | 10 | 1 | 11.1% | $928 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $9,256 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $9,244 | 0.00% | 254 | 222 | 693.8% | $8,079 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $9,212 | 0.00% | 157 | 8 | 5.4% | $469 | 加仓 |
| ABM | ABM INDS INC | $9,202 | 0.00% | 208 | 136 | 188.9% | $6,017 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $9,071 | 0.00% | 283 | -277 | -49.5% | -$8,879 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $9,053 | 0.00% | 100 | -13 | -11.5% | -$1,177 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $9,049 | 0.00% | 45 | 45 | — | $9,049 | 新建仓 |
| CERS | CERUS CORP | $9,017 | 0.00% | 3,088 | 25 | 0.8% | $73 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $9,011 | 0.00% | 247 | 30 | 13.8% | $1,094 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $8,988 | 0.00% | 332 | -205 | -38.2% | -$5,550 | 减仓 |
| DAN | DANA INC | $8,980 | 0.00% | 330 | 0 | 0.0% | — | 不变 |