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 |
|---|---|---|---|---|---|---|---|---|
| MATX | MATSON INC | $5,083 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $5,069 | 0.00% | 161 | 33 | 25.8% | $1,039 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $5,059 | 0.00% | 128 | 82 | 178.3% | $3,241 | 加仓 |
| WRBY | WARBY PARKER INC | $5,036 | 0.00% | 239 | 145 | 154.3% | $3,055 | 加仓 |
| H | HYATT HOTELS CORP | $5,033 | 0.00% | 35 | 16 | 84.2% | $2,301 | 加仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $5,010 | 0.00% | 725 | 206 | 39.7% | $1,424 | 加仓 |
| CSL | CARLISLE COS INC | $5,005 | 0.00% | 15 | 1 | 7.1% | $334 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $4,998 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $4,996 | 0.00% | 151 | -68 | -31.1% | -$2,250 | 减仓 |
| GFI | GOLD FIELDS LTD | $4,994 | 0.00% | 110 | -13 | -10.6% | -$590 | 减仓 |
| PSN | PARSONS CORP DEL | $4,984 | 0.00% | 92 | -218 | -70.3% | -$1.18万 | 减仓 |
| MYGN | MYRIAD GENETICS INC | $4,982 | 0.00% | 1,107 | -342 | -23.6% | -$1,539 | 减仓 |
| — | ENHABIT INC | $4,960 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| SSP | SCRIPPS E W CO OHIO | $4,959 | 0.00% | 1,333 | 0 | 0.0% | — | 不变 |
| DRH | DIAMONDROCK HOSPITALITY CO | $4,957 | 0.00% | 529 | 24 | 4.8% | $225 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $4,945 | 0.00% | 77 | -4 | -4.9% | -$257 | 减仓 |
| REX | REX AMERICAN RES CORP | $4,922 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| NESR | NATIONAL ENERGY SERVICES REU | $4,917 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $4,910 | 0.00% | 45 | -20 | -30.8% | -$2,182 | 减仓 |
| BCH | BANCO DE CHILE | $4,890 | 0.00% | 132 | 13 | 10.9% | $482 | 加仓 |
| TOST | TOAST INC | $4,878 | 0.00% | 184 | 152 | 475.0% | $4,030 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4,857 | 0.00% | 60 | 18 | 42.9% | $1,457 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $4,842 | 0.00% | 261 | -16 | -5.8% | -$297 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $4,840 | 0.00% | 823 | -168 | -17.0% | -$988 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $4,840 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $4,823 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $4,818 | 0.00% | 68 | 66 | 3,300.0% | $4,676 | 重新持有 |
| STRA | STRATEGIC ED INC | $4,812 | 0.00% | 58 | -5 | -7.9% | -$415 | 减仓 |
| MOV | MOVADO GROUP INC | $4,811 | 0.00% | 197 | -3 | -1.5% | -$73 | 减仓 |
| KVUE | KENVUE INC | $4,810 | 0.00% | 279 | 80 | 40.2% | $1,379 | 加仓 |
| TPC | TUTOR PERINI CORP | $4,786 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NUVB | NUVATION BIO INC | $4,780 | 0.00% | 1,114 | 0 | 0.0% | — | 不变 |
| ENOV | ENOVIS CORPORATION | $4,778 | 0.00% | 210 | 149 | 244.3% | $3,390 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $4,765 | 0.00% | 22 | 15 | 214.3% | $3,249 | 加仓 |
| CPNG | COUPANG INC | $4,720 | 0.00% | 250 | -320 | -56.1% | -$6,042 | 减仓 |
| PDD | PDD HOLDINGS INC | $4,701 | 0.00% | 46 | 35 | 318.2% | $3,577 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $4,674 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MSBI | MIDLAND STATES BANCORP INC | $4,663 | 0.00% | 209 | 1 | 0.5% | $22 | 加仓 |
| MBWM | MERCANTILE BK CORP | $4,596 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $4,571 | 0.00% | 70 | -33 | -32.0% | -$2,155 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $4,549 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $4,523 | 0.00% | 207 | 57 | 38.0% | $1,245 | 加仓 |
| — | MISTER CAR WASH INC | $4,510 | 0.00% | 647 | 80 | 14.1% | $558 | 加仓 |
| CLS | CELESTICA INC | $4,507 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG | $4,490 | 0.00% | 199 | 122 | 158.4% | $2,753 | 加仓 |
| SYNA | SYNAPTICS INC | $4,483 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $4,443 | 0.00% | 116 | 115 | 11,500.0% | $4,405 | 重新持有 |
| NI | NISOURCE INC | $4,433 | 0.00% | 95 | -8 | -7.8% | -$373 | 减仓 |
| HUBB | HUBBELL INC | $4,417 | 0.00% | 9 | 1 | 12.5% | $491 | 加仓 |
| RBA | RB GLOBAL INC | $4,410 | 0.00% | 46 | 20 | 76.9% | $1,917 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $4,394 | 0.00% | 2 | 2 | — | $4,394 | 新建仓 |
| TU | TELUS CORPORATION | $4,388 | 0.00% | 342 | 226 | 194.8% | $2,900 | 加仓 |
| CART | MAPLEBEAR INC | $4,383 | 0.00% | 117 | -308 | -72.5% | -$1.15万 | 减仓 |
| AVTR | AVANTOR INC | $4,352 | 0.00% | 555 | 498 | 873.7% | $3,905 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $4,350 | 0.00% | 138 | 1 | 0.7% | $32 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $4,297 | 0.00% | 341 | -58 | -14.5% | -$731 | 减仓 |
| UPBD | UPBOUND GROUP INC | $4,296 | 0.00% | 238 | -2 | -0.8% | -$36 | 减仓 |
| FICO | FAIR ISAAC CORP | $4,271 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JACK | JACK IN THE BOX INC | $4,226 | 0.00% | 437 | -150 | -25.6% | -$1,451 | 减仓 |
| INSM | INSMED INC | $4,226 | 0.00% | 26 | 2 | 8.3% | $325 | 加仓 |
| FIVN | FIVE9 INC | $4,218 | 0.00% | 278 | 164 | 143.9% | $2,488 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $4,216 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $4,200 | 0.00% | 224 | 8 | 3.7% | $150 | 加仓 |
| MTRN | MATERION CORP | $4,195 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SLDB | SOLID BIOSCIENCES INC | $4,191 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| WRLD | WORLD ACCEP CORPORATION | $4,187 | 0.00% | 31 | 10 | 47.6% | $1,351 | 加仓 |
| IMO | IMPERIAL OIL LTD | $4,187 | 0.00% | 32 | 17 | 113.3% | $2,224 | 加仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $4,179 | 0.00% | 2,985 | -253 | -7.8% | -$354 | 减仓 |
| BRO | BROWN & BROWN INC | $4,174 | 0.00% | 64 | -517 | -89.0% | -$3.37万 | 重新持有 |
| AMTM | AMENTUM HOLDINGS INC | $4,173 | 0.00% | 160 | -9 | -5.3% | -$235 | 减仓 |
| ACDC | PROFRAC HLDG CORP | $4,173 | 0.00% | 673 | 138 | 25.8% | $856 | 加仓 |
| MTDR | MATADOR RES CO | $4,170 | 0.00% | 66 | 62 | 1,550.0% | $3,917 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $4,164 | 0.00% | 584 | -15 | -2.5% | -$107 | 减仓 |
| — | CSG SYS INTL INC | $4,157 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $4,144 | 0.00% | 160 | -354 | -68.9% | -$9,169 | 减仓 |
| QCRH | QCR HLDGS INC | $4,102 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IOSP | INNOSPEC INC | $4,090 | 0.00% | 56 | 18 | 47.4% | $1,315 | 加仓 |
| CVNA | CARVANA CO | $4,087 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $4,058 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $4,044 | 0.00% | 55 | 13 | 31.0% | $956 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4,040 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $4,026 | 0.00% | 837 | -37 | -4.2% | -$178 | 减仓 |
| SN | SHARKNINJA INC | $4,025 | 0.00% | 38 | 1 | 2.7% | $106 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $4,017 | 0.00% | 532 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $4,012 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $4,008 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $3,979 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC | $3,976 | 0.00% | 68 | -41 | -37.6% | -$2,397 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC | $3,975 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $3,969 | 0.00% | 207 | 140 | 209.0% | $2,684 | 加仓 |
| IIIN | INSTEEL INDS INC | $3,966 | 0.00% | 118 | -22 | -15.7% | -$739 | 减仓 |
| HXL | HEXCEL CORP NEW | $3,966 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $3,960 | 0.00% | 31 | 21 | 210.0% | $2,683 | 加仓 |
| SJM | SMUCKER J M CO | $3,955 | 0.00% | 41 | -3 | -6.8% | -$289 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $3,952 | 0.00% | 157 | 30 | 23.6% | $755 | 加仓 |
| RS | RELIANCE INC | $3,951 | 0.00% | 13 | 1 | 8.3% | $304 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $3,943 | 0.00% | 38 | 38 | — | $3,943 | 新建仓 |
| JD | JD.COM INC | $3,904 | 0.00% | 132 | 106 | 407.7% | $3,135 | 加仓 |
| YORW | YORK WTR CO | $3,898 | 0.00% | 128 | -39 | -23.4% | -$1,188 | 减仓 |
| BRZE | BRAZE INC | $3,896 | 0.00% | 165 | 129 | 358.3% | $3,046 | 加仓 |