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 |
|---|---|---|---|---|---|---|---|---|
| BBT | BEACON FINANCIAL CORP. | $6,730 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $6,710 | 0.00% | 122 | -8 | -6.2% | -$440 | 减仓 |
| TRIP | TRIPADVISOR INC | $6,691 | 0.00% | 488 | 181 | 59.0% | $2,482 | 加仓 |
| PGNY | PROGYNY INC | $6,689 | 0.00% | 232 | 36 | 18.4% | $1,038 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $6,688 | 0.00% | 82 | 26 | 46.4% | $2,121 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $6,685 | 0.00% | 153 | 16 | 11.7% | $699 | 加仓 |
| LAD | LITHIA MTRS INC | $6,682 | 0.00% | 23 | 13 | 130.0% | $3,777 | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $6,680 | 0.00% | 38 | 1 | 2.7% | $176 | 加仓 |
| CVE | CENOVUS ENERGY INC | $6,674 | 0.00% | 269 | -14 | -4.9% | -$347 | 减仓 |
| AVPT | AVEPOINT INC | $6,670 | 0.00% | 595 | 227 | 61.7% | $2,545 | 加仓 |
| RBA | RB GLOBAL INC | $6,638 | 0.00% | 57 | 11 | 23.9% | $1,281 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $6,622 | 0.00% | 210 | 79 | 60.3% | $2,491 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $6,592 | 0.00% | 35 | -14 | -28.6% | -$2,637 | 减仓 |
| ENOV | ENOVIS CORPORATION | $6,583 | 0.00% | 318 | 108 | 51.4% | $2,236 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $6,576 | 0.00% | 394 | 394 | — | $6,576 | 新建仓 |
| UFCS | UNITED FIRE GROUP INC | $6,555 | 0.00% | 125 | -19 | -13.2% | -$996 | 减仓 |
| NXT | NEXTPOWER INC | $6,553 | 0.00% | 55 | 3 | 5.8% | $357 | 加仓 |
| OVV | OVINTIV INC | $6,529 | 0.00% | 124 | 21 | 20.4% | $1,106 | 加仓 |
| ALMS | ALUMIS INC | $6,529 | 0.00% | 232 | -12 | -4.9% | -$338 | 减仓 |
| SE | SEA LTD | $6,517 | 0.00% | 68 | -15 | -18.1% | -$1,438 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $6,499 | 0.00% | 75 | -1 | -1.3% | -$87 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $6,493 | 0.00% | 63 | 63 | — | $6,493 | 新建仓 |
| EXPO | EXPONENT INC | $6,464 | 0.00% | 110 | 66 | 150.0% | $3,878 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $6,461 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $6,433 | 0.00% | 56 | -68 | -54.8% | -$7,812 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $6,433 | 0.00% | 499 | 469 | 1,563.3% | $6,046 | 重新持有 |
| CNM | CORE & MAIN INC | $6,418 | 0.00% | 133 | -23 | -14.7% | -$1,110 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $6,413 | 0.00% | 566 | -2 | -0.4% | -$23 | 减仓 |
| RKLB | ROCKET LAB CORP | $6,404 | 0.00% | 63 | 12 | 23.5% | $1,220 | 加仓 |
| BAND | BANDWIDTH INC | $6,394 | 0.00% | 101 | -7 | -6.5% | -$443 | 减仓 |
| SUI | SUN CMNTYS INC | $6,356 | 0.00% | 53 | -35 | -39.8% | -$4,197 | 减仓 |
| RS | RELIANCE INC | $6,352 | 0.00% | 17 | 4 | 30.8% | $1,495 | 加仓 |
| DEO | DIAGEO PLC | $6,351 | 0.00% | 79 | 59 | 295.0% | $4,743 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $6,343 | 0.00% | 119 | 83 | 230.6% | $4,424 | 重新持有 |
| RGNX | REGENXBIO INC | $6,338 | 0.00% | 529 | 340 | 179.9% | $4,074 | 加仓 |
| REAL | THE REALREAL INC | $6,332 | 0.00% | 537 | 492 | 1,093.3% | $5,801 | 加仓 |
| LAUR | LAUREATE ED INC | $6,320 | 0.00% | 174 | 12 | 7.4% | $436 | 加仓 |
| NUVB | NUVATION BIO INC | $6,311 | 0.00% | 1,111 | -3 | -0.3% | -$17 | 减仓 |
| MSBI | MIDLAND STATES BANCORP INC | $6,291 | 0.00% | 202 | -7 | -3.3% | -$218 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $6,281 | 0.00% | 60 | -2 | -3.2% | -$209 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $6,268 | 0.00% | 49 | 4 | 8.9% | $512 | 加仓 |
| HDEF | DBX ETF TR | $6,268 | 0.00% | 195 | 195 | — | $6,268 | 新建仓 |
| AMBA | AMBARELLA INC | $6,264 | 0.00% | 73 | -41 | -36.0% | -$3,518 | 减仓 |
| BOKF | BOK FINL CORP | $6,250 | 0.00% | 45 | 28 | 164.7% | $3,889 | 加仓 |
| MTRN | MATERION CORP | $6,246 | 0.00% | 21 | -8 | -27.6% | -$2,379 | 减仓 |
| TM | TOYOTA MOTOR CORP | $6,232 | 0.00% | 37 | -166 | -81.8% | -$2.80万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $6,226 | 0.00% | 140 | 140 | — | $6,226 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $6,163 | 0.00% | 1,944 | 1,677 | 628.1% | $5,317 | 加仓 |
| LH | LABCORP HOLDINGS INC | $6,160 | 0.00% | 22 | -1 | -4.3% | -$280 | 减仓 |
| TDUP | THREDUP INC | $6,159 | 0.00% | 899 | 867 | 2,709.4% | $5,940 | 加仓 |
| ATRC | ATRICURE INC | $6,156 | 0.00% | 220 | 188 | 587.5% | $5,261 | 加仓 |
| MNRO | MONRO INC | $6,109 | 0.00% | 357 | -44 | -11.0% | -$753 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $6,095 | 0.00% | 73 | -2 | -2.7% | -$167 | 减仓 |
| NKE | NIKE INC | $6,086 | 0.00% | 148 | -64 | -30.2% | -$2,632 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $6,067 | 0.00% | 75 | 17 | 29.3% | $1,375 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $6,065 | 0.00% | 55 | 53 | 2,650.0% | $5,844 | 加仓 |
| ADC | AGREE RLTY CORP | $6,060 | 0.00% | 80 | 66 | 471.4% | $5,000 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $6,036 | 0.00% | 79 | 36 | 83.7% | $2,751 | 加仓 |
| ANGI | ANGI INC | $6,034 | 0.00% | 1,014 | 783 | 339.0% | $4,659 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $6,012 | 0.00% | 23 | -11 | -32.4% | -$2,875 | 减仓 |
| MATX | MATSON INC | $5,960 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ACDC | PROFRAC HLDG CORP | $5,956 | 0.00% | 1,025 | 352 | 52.3% | $2,045 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $5,953 | 0.00% | 53 | -70 | -56.9% | -$7,862 | 减仓 |
| CNS | COHEN & STEERS INC | $5,939 | 0.00% | 78 | 42 | 116.7% | $3,198 | 加仓 |
| OBK | ORIGIN BANCORP INC | $5,934 | 0.00% | 116 | -11 | -8.7% | -$563 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $5,893 | 0.00% | 91 | 1 | 1.1% | $65 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $5,872 | 0.00% | 386 | 154 | 66.4% | $2,343 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $5,863 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| EFOR | EVERFORTH INC | $5,862 | 0.00% | 328 | 18 | 5.8% | $322 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $5,861 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| VPG | VISHAY PRECISION GROUP INC | $5,847 | 0.00% | 39 | -12 | -23.5% | -$1,799 | 减仓 |
| CLS | CELESTICA INC | $5,837 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $5,826 | 0.00% | 66 | 34 | 106.2% | $3,001 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY | $5,809 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $5,805 | 0.00% | 103 | -19 | -15.6% | -$1,071 | 减仓 |
| SN | SHARKNINJA INC | $5,787 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ALHC | ALIGNMENT HEALTHCARE INC | $5,786 | 0.00% | 243 | 47 | 24.0% | $1,119 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $5,743 | 0.00% | 53 | 20 | 60.6% | $2,167 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $5,728 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $5,727 | 0.00% | 87 | 22 | 33.8% | $1,448 | 加仓 |
| TREE | LENDINGTREE INC | $5,714 | 0.00% | 129 | 68 | 111.5% | $3,012 | 加仓 |
| PLXS | PLEXUS CORP | $5,713 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $5,710 | 0.00% | 33 | 2 | 6.5% | $346 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $5,635 | 0.00% | 564 | -18 | -3.1% | -$180 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $5,571 | 0.00% | 153 | 35 | 29.7% | $1,274 | 加仓 |
| AMPL | AMPLITUDE INC | $5,554 | 0.00% | 726 | 489 | 206.3% | $3,741 | 加仓 |
| CART | MAPLEBEAR INC | $5,540 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $5,503 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO | $5,461 | 0.00% | 98 | 54 | 122.7% | $3,009 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $5,455 | 0.00% | 333 | 333 | — | $5,455 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $5,435 | 0.00% | 218 | 155 | 246.0% | $3,864 | 加仓 |
| ALG | ALAMO GROUP INC | $5,429 | 0.00% | 33 | 31 | 1,550.0% | $5,100 | 加仓 |
| FNV | FRANCO NEV CORP | $5,420 | 0.00% | 26 | -35 | -57.4% | -$7,296 | 减仓 |
| CXM | SPRINKLR INC | $5,403 | 0.00% | 1,047 | 413 | 65.1% | $2,131 | 加仓 |
| IBN | ICICI BANK LIMITED | $5,371 | 0.00% | 185 | 25 | 15.6% | $726 | 加仓 |
| GIB | CGI INC | $5,360 | 0.00% | 83 | -39 | -32.0% | -$2,519 | 减仓 |
| — | WEBSTER FINL CORP | $5,350 | 0.00% | 70 | -60 | -46.2% | -$4,586 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $5,350 | 0.00% | 893 | 706 | 377.5% | $4,230 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5,329 | 0.00% | 4 | -8 | -66.7% | -$1.07万 | 减仓 |
| IHRT | IHEARTMEDIA INC | $5,303 | 0.00% | 1,236 | 0 | 0.0% | — | 不变 |