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 |
|---|---|---|---|---|---|---|---|---|
| — | THERMON GROUP HLDGS INC | $3,881 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| STEP | STEPSTONE GROUP INC | $3,866 | 0.00% | 81 | 56 | 224.0% | $2,673 | 加仓 |
| MFA | MFA FINL INC | $3,861 | 0.00% | 403 | -12 | -2.9% | -$115 | 减仓 |
| — | OPEN LENDING CORP | $3,860 | 0.00% | 3,088 | -162 | -5.0% | -$202 | 减仓 |
| PLXS | PLEXUS CORP | $3,849 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $3,848 | 0.00% | 9 | -3 | -25.0% | -$1,283 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $3,830 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $3,811 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $3,810 | 0.00% | 75 | 28 | 59.6% | $1,422 | 加仓 |
| OFG | OFG BANCORP | $3,804 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| CXM | SPRINKLR INC | $3,804 | 0.00% | 634 | 520 | 456.1% | $3,120 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $3,778 | 0.00% | 52 | -12 | -18.8% | -$872 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $3,776 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $3,773 | 0.00% | 131 | -49 | -27.2% | -$1,411 | 减仓 |
| BELFB | BEL FUSE INC | $3,762 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $3,749 | 0.00% | 34 | 27 | 385.7% | $2,977 | 加仓 |
| BY | BYLINE BANCORP INC | $3,726 | 0.00% | 118 | 2 | 1.7% | $63 | 加仓 |
| KBR | KBR INC | $3,723 | 0.00% | 101 | -251 | -71.3% | -$9,252 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $3,722 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $3,706 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| EQBK | EQUITY BANCSHARES INC | $3,687 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $3,674 | 0.00% | 151 | 151 | — | $3,674 | 新建仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $3,669 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| — | FLUSHING FINL CORP | $3,656 | 0.00% | 238 | -3 | -1.2% | -$46 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,652 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $3,649 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $3,643 | 0.00% | 57 | 57 | — | $3,643 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $3,642 | 0.00% | 69 | 55 | 392.9% | $2,903 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $3,640 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $3,631 | 0.00% | 637 | 579 | 998.3% | $3,300 | 加仓 |
| HELE | HELEN OF TROY LTD | $3,620 | 0.00% | 251 | 239 | 1,991.7% | $3,447 | 重新持有 |
| IHRT | IHEARTMEDIA INC | $3,610 | 0.00% | 1,236 | -104 | -7.8% | -$304 | 减仓 |
| MSA | MSA SAFETY INC | $3,607 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $3,593 | 0.00% | 41 | 39 | 1,950.0% | $3,418 | 重新持有 |
| MC | MOELIS & CO | $3,591 | 0.00% | 63 | 63 | — | $3,591 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $3,566 | 0.00% | 232 | 117 | 101.7% | $1,798 | 加仓 |
| BCPC | BALCHEM CORP | $3,560 | 0.00% | 21 | -12 | -36.4% | -$2,034 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $3,540 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $3,537 | 0.00% | 39 | -115 | -74.7% | -$1.04万 | 减仓 |
| FULT | FULTON FINL CORP PA | $3,519 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC | $3,500 | 0.00% | 368 | 205 | 125.8% | $1,950 | 加仓 |
| NRDS | NERDWALLET INC | $3,499 | 0.00% | 337 | -7 | -2.0% | -$73 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,486 | 0.00% | 12 | 2 | 20.0% | $581 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $3,477 | 0.00% | 188 | -23 | -10.9% | -$425 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $3,477 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $3,467 | 0.00% | 34 | -55 | -61.8% | -$5,608 | 重新持有 |
| ALHC | ALIGNMENT HEALTHCARE INC | $3,454 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $3,451 | 0.00% | 255 | -78 | -23.4% | -$1,056 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,434 | 0.00% | 209 | 162 | 344.7% | $2,662 | 加仓 |
| ENSG | ENSIGN GROUP INC | $3,426 | 0.00% | 17 | 9 | 112.5% | $1,814 | 加仓 |
| CROX | CROCS INC | $3,404 | 0.00% | 41 | -44 | -51.8% | -$3,653 | 减仓 |
| STN | STANTEC INC | $3,370 | 0.00% | 39 | 12 | 44.4% | $1,037 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $3,352 | 0.00% | 139 | 116 | 504.3% | $2,797 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $3,349 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| — | PLDT INC | $3,346 | 0.00% | 159 | 9 | 6.0% | $189 | 加仓 |
| WY | WEYERHAEUSER CO | $3,344 | 0.00% | 137 | 137 | — | $3,344 | 新建仓 |
| QLYS | QUALYS INC | $3,339 | 0.00% | 38 | -5 | -11.6% | -$439 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $3,336 | 0.00% | 200 | -5 | -2.4% | -$83 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $3,332 | 0.00% | 249 | -283 | -53.2% | -$3,787 | 减仓 |
| FUL | FULLER H B CO | $3,331 | 0.00% | 54 | -36 | -40.0% | -$2,221 | 减仓 |
| PGNY | PROGYNY INC | $3,329 | 0.00% | 196 | -235 | -54.5% | -$3,991 | 重新持有 |
| GNRC | GENERAC HLDGS INC | $3,321 | 0.00% | 17 | 7 | 70.0% | $1,367 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $3,315 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| HG | HAMILTON INSURANCE GROUP LTD | $3,312 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $3,307 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $3,306 | 0.00% | 118 | -235 | -66.6% | -$6,584 | 减仓 |
| NU | NU HLDGS LTD | $3,306 | 0.00% | 230 | -8 | -3.4% | -$115 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $3,290 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $3,276 | 0.00% | 51 | 9 | 21.4% | $578 | 加仓 |
| TRIP | TRIPADVISOR INC | $3,273 | 0.00% | 307 | 239 | 351.5% | $2,548 | 加仓 |
| DTM | DT MIDSTREAM INC | $3,233 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3,232 | 0.00% | 203 | 153 | 306.0% | $2,436 | 加仓 |
| ARDX | ARDELYX INC | $3,229 | 0.00% | 539 | 436 | 423.3% | $2,612 | 加仓 |
| RYN | RAYONIER INC | $3,197 | 0.00% | 155 | -120 | -43.6% | -$2,475 | 减仓 |
| DNUT | KRISPY KREME INC | $3,184 | 0.00% | 939 | 227 | 31.9% | $770 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $3,181 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $3,173 | 0.00% | 34 | 3 | 9.7% | $280 | 加仓 |
| POST | POST HLDGS INC | $3,164 | 0.00% | 32 | -25 | -43.9% | -$2,472 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $3,163 | 0.00% | 52 | 10 | 23.8% | $608 | 加仓 |
| WLK | WESTLAKE CORPORATION | $3,155 | 0.00% | 27 | 9 | 50.0% | $1,052 | 加仓 |
| — | VERIS RESIDENTIAL INC | $3,152 | 0.00% | 167 | -2 | -1.2% | -$38 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3,144 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $3,136 | 0.00% | 36 | -552 | -93.9% | -$4.81万 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $3,134 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,126 | 0.00% | 43 | 3 | 7.5% | $218 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $3,108 | 0.00% | 711 | 98 | 16.0% | $428 | 加仓 |
| BILI | BILIBILI INC | $3,091 | 0.00% | 137 | 6 | 4.6% | $135 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $3,086 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| VREX | VAREX IMAGING CORP | $3,067 | 0.00% | 289 | -8 | -2.7% | -$85 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $3,060 | 0.00% | 32 | 1 | 3.2% | $96 | 加仓 |
| — | HERITAGE COMM CORP | $3,021 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $3,020 | 0.00% | 95 | 53 | 126.2% | $1,685 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $2,980 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| JOUT | JOHNSON OUTDOORS INC | $2,977 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| HGV | HILTON GRAND VACATIONS INC | $2,974 | 0.00% | 76 | 74 | 3,700.0% | $2,896 | 重新持有 |
| AMRZ | AMRIZE LTD | $2,970 | 0.00% | 53 | 20 | 60.6% | $1,121 | 加仓 |
| FLOC | FLOWCO HLDGS INC | $2,967 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $2,961 | 0.00% | 173 | 152 | 723.8% | $2,602 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $2,926 | 0.00% | 2,986 | 2,959 | 10,959.3% | $2,900 | 加仓 |
| SNAP | SNAP INC | $2,912 | 0.00% | 633 | -461 | -42.1% | -$2,121 | 减仓 |