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 |
|---|---|---|---|---|---|---|---|---|
| MZTI | MARZETTI COMPANY | $6,779 | 0.00% | 49 | 48 | 4,800.0% | $6,641 | 重新持有 |
| KWR | QUAKER HOUGHTON | $6,709 | 0.00% | 54 | -3 | -5.3% | -$373 | 减仓 |
| FSLR | FIRST SOLAR INC | $6,707 | 0.00% | 34 | 11 | 47.8% | $2,170 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $6,697 | 0.00% | 171 | -12 | -6.6% | -$470 | 减仓 |
| OKE | ONEOK INC NEW | $6,689 | 0.00% | 74 | 32 | 76.2% | $2,893 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $6,684 | 0.00% | 109 | 35 | 47.3% | $2,146 | 加仓 |
| COHR | COHERENT CORP | $6,670 | 0.00% | 28 | -3 | -9.7% | -$715 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $6,630 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $6,599 | 0.00% | 122 | 47 | 62.7% | $2,542 | 加仓 |
| ARGX | ARGENX SE | $6,573 | 0.00% | 9 | 1 | 12.5% | $730 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $6,560 | 0.00% | 68 | 59 | 655.6% | $5,692 | 加仓 |
| BKH | BLACK HILLS CORP | $6,525 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $6,487 | 0.00% | 257 | 160 | 164.9% | $4,039 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $6,471 | 0.00% | 244 | -92 | -27.4% | -$2,440 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $6,467 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $6,457 | 0.00% | 431 | 430 | 43,000.0% | $6,442 | 重新持有 |
| MNRO | MONRO INC | $6,433 | 0.00% | 401 | 62 | 18.3% | $995 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $6,417 | 0.00% | 23 | 1 | 4.5% | $279 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $6,396 | 0.00% | 130 | 111 | 584.2% | $5,461 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $6,391 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $6,348 | 0.00% | 140 | -156 | -52.7% | -$7,073 | 减仓 |
| IEFA | ISHARES TR | $6,338 | 0.00% | 70 | -117 | -62.6% | -$1.06万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $6,317 | 0.00% | 193 | -93 | -32.5% | -$3,044 | 减仓 |
| GCO | GENESCO INC | $6,291 | 0.00% | 217 | 18 | 9.0% | $522 | 加仓 |
| FROG | JFROG LTD | $6,289 | 0.00% | 134 | -2 | -1.5% | -$94 | 减仓 |
| COR | CENCORA INC | $6,283 | 0.00% | 20 | 1 | 5.3% | $314 | 加仓 |
| NXT | NEXTPOWER INC | $6,269 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ORN | ORION GROUP HLDGS INC | $6,192 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $6,137 | 0.00% | 23 | -7 | -23.3% | -$1,868 | 减仓 |
| BIO | BIO RAD LABS INC | $6,133 | 0.00% | 22 | 2 | 10.0% | $558 | 加仓 |
| TKC | TURKCELL ILETISIM | $6,127 | 0.00% | 1,016 | 798 | 366.1% | $4,812 | 加仓 |
| OVV | OVINTIV INC | $6,115 | 0.00% | 103 | -134 | -56.5% | -$7,955 | 减仓 |
| WRB | BERKLEY W R CORP | $6,098 | 0.00% | 92 | -88 | -48.9% | -$5,833 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $6,097 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| DIN | DINE BRANDS GLOBAL INC | $6,009 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| PAGS | PAGSEGURO DIGITAL LTD | $6,002 | 0.00% | 599 | 401 | 202.5% | $4,018 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,979 | 0.00% | 76 | 6 | 8.6% | $472 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $5,956 | 0.00% | 49 | -108 | -68.8% | -$1.31万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $5,952 | 0.00% | 70 | 22 | 45.8% | $1,871 | 加仓 |
| WGO | WINNEBAGO INDS INC | $5,951 | 0.00% | 192 | 78 | 68.4% | $2,418 | 加仓 |
| HUM | HUMANA INC | $5,896 | 0.00% | 34 | -27 | -44.3% | -$4,682 | 减仓 |
| AVNT | AVIENT CORPORATION | $5,881 | 0.00% | 162 | 155 | 2,214.3% | $5,627 | 加仓 |
| AMBA | AMBARELLA INC | $5,869 | 0.00% | 114 | 97 | 570.6% | $4,994 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $5,864 | 0.00% | 1,011 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $5,846 | 0.00% | 584 | -126 | -17.7% | -$1,261 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $5,824 | 0.00% | 142 | 87 | 158.2% | $3,568 | 加仓 |
| RELX | RELX PLC | $5,802 | 0.00% | 175 | -121 | -40.9% | -$4,012 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $5,787 | 0.00% | 163 | 80 | 96.4% | $2,840 | 加仓 |
| GEN | GEN DIGITAL INC | $5,781 | 0.00% | 307 | -423 | -57.9% | -$7,965 | 减仓 |
| RDY | DR REDDYS LABS LTD | $5,776 | 0.00% | 417 | 16 | 4.0% | $222 | 加仓 |
| LEN | LENNAR CORP | $5,732 | 0.00% | 66 | -8 | -10.8% | -$695 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $5,714 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $5,698 | 0.00% | 194 | 66 | 51.6% | $1,938 | 加仓 |
| SKYW | SKYWEST INC | $5,694 | 0.00% | 62 | -32 | -34.0% | -$2,939 | 减仓 |
| COUR | COURSERA INC | $5,692 | 0.00% | 978 | -394 | -28.7% | -$2,293 | 减仓 |
| KB | KB FINL GROUP INC | $5,685 | 0.00% | 57 | 14 | 32.6% | $1,396 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $5,684 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $5,682 | 0.00% | 122 | -105 | -46.3% | -$4,890 | 减仓 |
| ATRO | ASTRONICS CORP | $5,673 | 0.00% | 85 | 7 | 9.0% | $467 | 加仓 |
| LI | LI AUTO INC | $5,670 | 0.00% | 318 | 238 | 297.5% | $4,244 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $5,664 | 0.00% | 150 | -66 | -30.6% | -$2,492 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $5,658 | 0.00% | 486 | 233 | 92.1% | $2,713 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $5,647 | 0.00% | 58 | 4 | 7.4% | $389 | 加仓 |
| LAUR | LAUREATE ED INC | $5,645 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $5,616 | 0.00% | 231 | 45 | 24.2% | $1,094 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $5,612 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CERS | CERUS CORP | $5,575 | 0.00% | 3,063 | -11 | -0.4% | -$20 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $5,574 | 0.00% | 103 | -5 | -4.6% | -$271 | 减仓 |
| — | COTERRA ENERGY INC | $5,553 | 0.00% | 158 | -6 | -3.7% | -$211 | 减仓 |
| ASC | ARDMORE SHIPPING CORP | $5,551 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $5,546 | 0.00% | 90 | 70 | 350.0% | $4,314 | 加仓 |
| APEI | AMERICAN PUB ED INC | $5,461 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $5,458 | 0.00% | 125 | 125 | — | $5,458 | 新建仓 |
| — | STELLAR BANCORP INC | $5,455 | 0.00% | 149 | 3 | 2.1% | $110 | 加仓 |
| RLJ | RLJ LODGING TR | $5,447 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $5,446 | 0.00% | 25 | 12 | 92.3% | $2,614 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $5,439 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| HNRG | HALLADOR ENERGY COMPANY | $5,438 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| TRMK | TRUSTMARK CORP | $5,437 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| BMBL | BUMBLE INC | $5,435 | 0.00% | 1,667 | 1,540 | 1,212.6% | $5,021 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $5,415 | 0.00% | 18 | 9 | 100.0% | $2,708 | 加仓 |
| VST | VISTRA CORP | $5,412 | 0.00% | 36 | 3 | 9.1% | $451 | 加仓 |
| M | MACYS INC | $5,391 | 0.00% | 298 | -276 | -48.1% | -$4,993 | 减仓 |
| ALMS | ALUMIS INC | $5,376 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $5,373 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $5,365 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| UFCS | UNITED FIRE GROUP INC | $5,337 | 0.00% | 144 | -1 | -0.7% | -$37 | 减仓 |
| QNST | QUINSTREET INC | $5,321 | 0.00% | 443 | 295 | 199.3% | $3,543 | 加仓 |
| BIL | SPDR SERIES TRUST | $5,316 | 0.00% | 58 | 58 | — | $5,316 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $5,308 | 0.00% | 39 | -19 | -32.8% | -$2,586 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $5,307 | 0.00% | 137 | -18 | -11.6% | -$697 | 减仓 |
| BHVN | BIOHAVEN LTD | $5,280 | 0.00% | 624 | 73 | 13.2% | $618 | 加仓 |
| BULL | WEBULL CORP | $5,276 | 0.00% | 1,099 | 1,099 | — | $5,276 | 新建仓 |
| OBK | ORIGIN BANCORP INC | $5,266 | 0.00% | 127 | -1 | -0.8% | -$41 | 减仓 |
| FSLY | FASTLY INC | $5,260 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC | $5,210 | 0.00% | 143 | 138 | 2,760.0% | $5,028 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $5,202 | 0.00% | 90 | 32 | 55.2% | $1,850 | 加仓 |
| FUTU | FUTU HLDGS LTD | $5,197 | 0.00% | 38 | 26 | 216.7% | $3,556 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $5,102 | 0.00% | 358 | 174 | 94.6% | $2,480 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5,083 | 0.00% | 1,086 | 0 | 0.0% | — | 不变 |