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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | $8,942 | 0.00% | 36 | -58 | -61.7% | -$1.44万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $8,937 | 0.00% | 553 | -10 | -1.8% | -$162 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $8,934 | 0.00% | 493 | 493 | — | $8,934 | 新建仓 |
| STLA | STELLANTIS N.V | $8,915 | 0.00% | 1,553 | 330 | 27.0% | $1,894 | 加仓 |
| TRP | TC ENERGY CORP | $8,883 | 0.00% | 134 | -9 | -6.3% | -$597 | 减仓 |
| ACMR | ACM RESH INC | $8,883 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $8,863 | 0.00% | 1,119 | 108 | 10.7% | $855 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $8,845 | 0.00% | 266 | -47 | -15.0% | -$1,563 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $8,830 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $8,810 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $8,802 | 0.00% | 19 | -49 | -72.1% | -$2.27万 | 减仓 |
| RXO | RXO INC | $8,774 | 0.00% | 318 | 155 | 95.1% | $4,277 | 加仓 |
| RLJ | RLJ LODGING TR | $8,698 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| SANA | SANA BIOTECHNOLOGY INC | $8,691 | 0.00% | 2,490 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC | $8,652 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $8,640 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $8,571 | 0.00% | 77 | 32 | 71.1% | $3,562 | 加仓 |
| BRBR | BELLRING BRANDS INC | $8,567 | 0.00% | 662 | 76 | 13.0% | $984 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $8,530 | 0.00% | 98 | -86 | -46.7% | -$7,486 | 减仓 |
| MYRG | MYR GROUP INC | $8,507 | 0.00% | 17 | -2 | -10.5% | -$1,001 | 减仓 |
| PEBO | PEOPLES BANCORP INC | $8,489 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $8,478 | 0.00% | 417 | 31 | 8.0% | $630 | 加仓 |
| KWR | QUAKER HOUGHTON | $8,421 | 0.00% | 53 | -1 | -1.9% | -$159 | 减仓 |
| NTR | NUTRIEN LTD | $8,373 | 0.00% | 133 | 20 | 17.7% | $1,259 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $8,369 | 0.00% | 22 | 5 | 29.4% | $1,902 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $8,355 | 0.00% | 110 | 79 | 254.8% | $6,000 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $8,344 | 0.00% | 73 | 6 | 9.0% | $686 | 加仓 |
| FIVN | FIVE9 INC | $8,337 | 0.00% | 391 | 113 | 40.6% | $2,409 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $8,320 | 0.00% | 257 | 127 | 97.7% | $4,111 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $8,307 | 0.00% | 100 | -418 | -80.7% | -$3.47万 | 减仓 |
| PHR | PHREESIA INC | $8,294 | 0.00% | 806 | 604 | 299.0% | $6,215 | 加仓 |
| OIS | OIL STS INTL INC | $8,291 | 0.00% | 1,035 | -15 | -1.4% | -$120 | 减仓 |
| SLB | SLB LIMITED | $8,276 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| NBHC | NATIONAL BK HLDGS CORP | $8,264 | 0.00% | 186 | 15 | 8.8% | $666 | 加仓 |
| VST | VISTRA CORP | $8,249 | 0.00% | 52 | 16 | 44.4% | $2,538 | 加仓 |
| RVTY | REVVITY INC | $8,234 | 0.00% | 74 | 33 | 80.5% | $3,672 | 加仓 |
| — | OPEN LENDING CORP | $8,230 | 0.00% | 2,646 | -442 | -14.3% | -$1,375 | 减仓 |
| FCN | FTI CONSULTING INC | $8,196 | 0.00% | 55 | -111 | -66.9% | -$1.65万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $8,195 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $8,185 | 0.00% | 98 | 77 | 366.7% | $6,431 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $8,150 | 0.00% | 227 | -2 | -0.9% | -$72 | 减仓 |
| UPBD | UPBOUND GROUP INC | $8,149 | 0.00% | 384 | 146 | 61.3% | $3,098 | 加仓 |
| VALE | VALE S A | $8,137 | 0.00% | 541 | 3 | 0.6% | $45 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $8,132 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $8,130 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| VNDA | VANDA PHARMACEUTICALS INC | $8,122 | 0.00% | 1,327 | 602 | 83.0% | $3,685 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $8,118 | 0.00% | 462 | -24 | -4.9% | -$422 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $8,079 | 0.00% | 113 | 110 | 3,666.7% | $7,865 | 加仓 |
| RRC | RANGE RES CORP | $8,071 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $8,063 | 0.00% | 84 | -17 | -16.8% | -$1,632 | 减仓 |
| MOV | MOVADO GROUP INC | $8,059 | 0.00% | 205 | 8 | 4.1% | $314 | 加仓 |
| TRMB | TRIMBLE INC | $8,036 | 0.00% | 157 | -1,181 | -88.3% | -$6.04万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $8,033 | 0.00% | 741 | -1,187 | -61.6% | -$1.29万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $7,962 | 0.00% | 266 | 37 | 16.2% | $1,107 | 加仓 |
| SYNA | SYNAPTICS INC | $7,951 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $7,939 | 0.00% | 897 | 868 | 2,993.1% | $7,682 | 加仓 |
| CE | CELANESE CORP DEL | $7,912 | 0.00% | 172 | 137 | 391.4% | $6,302 | 加仓 |
| OSPN | ONESPAN INC | $7,893 | 0.00% | 550 | 364 | 195.7% | $5,224 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $7,842 | 0.00% | 351 | 314 | 848.6% | $7,015 | 加仓 |
| FOX | FOX CORP | $7,823 | 0.00% | 167 | -6 | -3.5% | -$281 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $7,818 | 0.00% | 165 | 165 | — | $7,818 | 新建仓 |
| CRVL | CORVEL CORP | $7,815 | 0.00% | 125 | 99 | 380.8% | $6,189 | 加仓 |
| CCI | CROWN CASTLE INC | $7,801 | 0.00% | 103 | 101 | 5,050.0% | $7,650 | 加仓 |
| AIZ | ASSURANT INC | $7,788 | 0.00% | 29 | 4 | 16.0% | $1,074 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $7,784 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $7,720 | 0.00% | 281 | -10 | -3.4% | -$275 | 减仓 |
| EVER | EVERQUOTE INC | $7,708 | 0.00% | 324 | 288 | 800.0% | $6,852 | 加仓 |
| GCO | GENESCO INC | $7,700 | 0.00% | 228 | 11 | 5.1% | $371 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $7,692 | 0.00% | 49 | -66 | -57.4% | -$1.04万 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $7,643 | 0.00% | 338 | 139 | 69.8% | $3,143 | 加仓 |
| MEI | METHODE ELECTRS INC | $7,551 | 0.00% | 398 | 46 | 13.1% | $873 | 加仓 |
| AVTR | AVANTOR INC | $7,505 | 0.00% | 758 | 203 | 36.6% | $2,010 | 加仓 |
| SPT | SPROUT SOCIAL INC | $7,498 | 0.00% | 993 | 941 | 1,809.6% | $7,105 | 加仓 |
| LOW | LOWES COS INC | $7,497 | 0.00% | 34 | -193 | -85.0% | -$4.26万 | 减仓 |
| UPWK | UPWORK INC | $7,433 | 0.00% | 889 | 753 | 553.7% | $6,296 | 加仓 |
| DCH | DAUCH CORP | $7,404 | 0.00% | 1,366 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $7,352 | 0.00% | 175 | 175 | — | $7,352 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $7,311 | 0.00% | 203 | -240 | -54.2% | -$8,644 | 减仓 |
| FN | FABRINET | $7,308 | 0.00% | 13 | -5 | -27.8% | -$2,811 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $7,244 | 0.00% | 54 | 44 | 440.0% | $5,903 | 重新持有 |
| ROIV | ROIVANT SCIENCES LTD | $7,220 | 0.00% | 204 | -104 | -33.8% | -$3,681 | 减仓 |
| APPN | APPIAN CORP | $7,191 | 0.00% | 314 | -25 | -7.4% | -$573 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $7,175 | 0.00% | 50 | 33 | 194.1% | $4,736 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $7,152 | 0.00% | 70 | 36 | 105.9% | $3,678 | 加仓 |
| HEI | HEICO CORP NEW | $7,124 | 0.00% | 20 | -11 | -35.5% | -$3,918 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $7,045 | 0.00% | 392 | -451 | -53.5% | -$8,105 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $6,915 | 0.00% | 496 | 382 | 335.1% | $5,326 | 加仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $6,909 | 0.00% | 4,764 | 4,364 | 1,091.0% | $6,329 | 加仓 |
| ATRO | ASTRONICS CORP | $6,908 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $6,896 | 0.00% | 90 | 32 | 55.2% | $2,452 | 加仓 |
| SJNK | SPDR SERIES TRUST | $6,884 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $6,865 | 0.00% | 99 | 99 | — | $6,865 | 新建仓 |
| HUN | HUNTSMAN CORP | $6,861 | 0.00% | 646 | -138 | -17.6% | -$1,466 | 减仓 |
| DHT | DHT HOLDINGS INC | $6,860 | 0.00% | 415 | -47 | -10.2% | -$777 | 减仓 |
| MNKD | MANNKIND CORP | $6,795 | 0.00% | 1,595 | 909 | 132.5% | $3,873 | 重新持有 |
| EFSC | ENTERPRISE FINL SVCS CORP | $6,786 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $6,768 | 0.00% | 20 | -590 | -96.7% | -$19.97万 | 减仓 |
| JOE | ST JOE CO | $6,765 | 0.00% | 108 | -11 | -9.2% | -$689 | 减仓 |
| IEFA | ISHARES TR | $6,761 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $6,745 | 0.00% | 891 | 30 | 3.5% | $227 | 加仓 |