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 |
|---|---|---|---|---|---|---|---|---|
| REX | REX AMERICAN RES CORP | $5,283 | 0.00% | 117 | 9 | 8.3% | $406 | 加仓 |
| PUBM | PUBMATIC INC | $5,275 | 0.00% | 402 | 241 | 149.7% | $3,162 | 加仓 |
| TIC | TIC SOLUTIONS INC | $5,267 | 0.00% | 651 | 555 | 578.1% | $4,490 | 加仓 |
| BCH | BANCO DE CHILE | $5,249 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| HCSG | HEALTHCARE SVCS GROUP INC | $5,232 | 0.00% | 213 | -48 | -18.4% | -$1,179 | 减仓 |
| HUBB | HUBBELL INC | $5,232 | 0.00% | 10 | 1 | 11.1% | $523 | 加仓 |
| GNTX | GENTEX CORP | $5,231 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $5,216 | 0.00% | 1,780 | -4,133 | -69.9% | -$1.21万 | 减仓 |
| INGR | INGREDION INC | $5,210 | 0.00% | 55 | -562 | -91.1% | -$5.32万 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $5,206 | 0.00% | 2,293 | -692 | -23.2% | -$1,571 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $5,165 | 0.00% | 424 | -105 | -19.8% | -$1,279 | 减仓 |
| — | ACV AUCTIONS INC | $5,163 | 0.00% | 718 | 123 | 20.7% | $884 | 加仓 |
| APEI | AMERICAN PUB ED INC | $5,156 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $5,154 | 0.00% | 92 | 85 | 1,214.3% | $4,762 | 加仓 |
| OFG | OFG BANCORP | $5,153 | 0.00% | 105 | 11 | 11.7% | $540 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $5,147 | 0.00% | 544 | 12 | 2.3% | $114 | 加仓 |
| TRI | THOMSON REUTERS CORP | $5,146 | 0.00% | 63 | -123 | -66.1% | -$1.00万 | 减仓 |
| TPC | TUTOR PERINI CORP | $5,145 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $5,139 | 0.00% | 189 | -343 | -64.5% | -$9,326 | 减仓 |
| SAM | BOSTON BEER INC | $5,134 | 0.00% | 29 | -196 | -87.1% | -$3.47万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $5,128 | 0.00% | 224 | 202 | 918.2% | $4,624 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $5,126 | 0.00% | 39 | -135 | -77.6% | -$1.77万 | 减仓 |
| AMCR | AMCOR PLC | $5,116 | 0.00% | 118 | -384 | -76.5% | -$1.66万 | 减仓 |
| ASC | ARDMORE SHIPPING CORP | $5,100 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $5,076 | 0.00% | 173 | 22 | 14.6% | $646 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $5,030 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5,018 | 0.00% | 1,086 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $4,996 | 0.00% | 267 | -11 | -4.0% | -$206 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $4,985 | 0.00% | 228 | -33 | -12.6% | -$722 | 减仓 |
| WRBY | WARBY PARKER INC | $4,976 | 0.00% | 164 | -75 | -31.4% | -$2,276 | 减仓 |
| LAR | LITHIUM ARGENTINA AG | $4,962 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS | $4,957 | 0.00% | 707 | 421 | 147.2% | $2,952 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $4,953 | 0.00% | 106 | 71 | 202.9% | $3,318 | 加仓 |
| Z | ZILLOW GROUP INC | $4,949 | 0.00% | 157 | 99 | 170.7% | $3,121 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $4,948 | 0.00% | 52 | -18 | -25.7% | -$1,713 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $4,940 | 0.00% | 174 | 20 | 13.0% | $568 | 加仓 |
| XPO | XPO INC | $4,927 | 0.00% | 24 | 10 | 71.4% | $2,053 | 加仓 |
| HLIT | HARMONIC INC | $4,916 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $4,903 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CFFN | CAPITOL FED FINL INC | $4,868 | 0.00% | 572 | -12 | -2.1% | -$102 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $4,850 | 0.00% | 56 | 44 | 366.7% | $3,811 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $4,840 | 0.00% | 872 | 866 | 14,433.3% | $4,807 | 加仓 |
| THO | THOR INDS INC | $4,811 | 0.00% | 64 | 58 | 966.7% | $4,360 | 加仓 |
| GLOB | GLOBANT S A | $4,805 | 0.00% | 166 | 122 | 277.3% | $3,531 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $4,802 | 0.00% | 60 | 60 | — | $4,802 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $4,752 | 0.00% | 20 | -43 | -68.3% | -$1.02万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $4,749 | 0.00% | 62 | -15 | -19.5% | -$1,149 | 减仓 |
| R | RYDER SYS INC | $4,748 | 0.00% | 18 | 4 | 28.6% | $1,055 | 加仓 |
| NTES | NETEASE COM INC | $4,742 | 0.00% | 37 | 30 | 428.6% | $3,845 | 加仓 |
| PEN | PENUMBRA INC | $4,737 | 0.00% | 15 | -236 | -94.0% | -$7.45万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $4,732 | 0.00% | 854 | -121 | -12.4% | -$670 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $4,728 | 0.00% | 1,550 | 1,006 | 184.9% | $3,069 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $4,719 | 0.00% | 52 | 52 | — | $4,719 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $4,718 | 0.00% | 172 | 166 | 2,766.7% | $4,553 | 加仓 |
| MBWM | MERCANTILE BK CORP | $4,709 | 0.00% | 82 | -9 | -9.9% | -$517 | 减仓 |
| BIO | BIO RAD LABS INC | $4,698 | 0.00% | 16 | -6 | -27.3% | -$1,762 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $4,696 | 0.00% | 42 | 31 | 281.8% | $3,466 | 加仓 |
| QCRH | QCR HLDGS INC | $4,673 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SHOE | SHOE STA GROUP INC | $4,672 | 0.00% | 315 | 264 | 517.6% | $3,916 | 加仓 |
| BELFB | BEL FUSE INC | $4,663 | 0.00% | 14 | -5 | -26.3% | -$1,665 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $4,663 | 0.00% | 239 | 208 | 671.0% | $4,058 | 加仓 |
| ALC | ALCON AG | $4,630 | 0.00% | 69 | -350 | -83.5% | -$2.35万 | 减仓 |
| VCEL | VERICEL CORP | $4,627 | 0.00% | 104 | 104 | — | $4,627 | 新建仓 |
| QTRX | QUANTERIX CORP | $4,614 | 0.00% | 1,068 | 917 | 607.3% | $3,962 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $4,604 | 0.00% | 46 | 7 | 17.9% | $701 | 加仓 |
| KFY | KORN FERRY | $4,595 | 0.00% | 69 | 46 | 200.0% | $3,063 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $4,585 | 0.00% | 137 | -1 | -0.7% | -$33 | 减仓 |
| AVA | AVISTA CORP | $4,582 | 0.00% | 112 | 54 | 93.1% | $2,209 | 加仓 |
| MGEE | MGE ENERGY INC | $4,567 | 0.00% | 56 | 48 | 600.0% | $3,915 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $4,566 | 0.00% | 204 | 47 | 29.9% | $1,052 | 加仓 |
| CDNA | CAREDX INC | $4,560 | 0.00% | 160 | 8 | 5.3% | $228 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $4,539 | 0.00% | 215 | 99 | 85.3% | $2,090 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $4,536 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $4,515 | 0.00% | 32 | -167 | -83.9% | -$2.36万 | 减仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $4,492 | 0.00% | 352 | 306 | 665.2% | $3,905 | 加仓 |
| AMRZ | AMRIZE LTD | $4,478 | 0.00% | 84 | 31 | 58.5% | $1,653 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $4,453 | 0.00% | 53 | 27 | 103.8% | $2,269 | 加仓 |
| BF/B | BROWN FORMAN CORP | $4,451 | 0.00% | 167 | 163 | 4,075.0% | $4,344 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $4,437 | 0.00% | 14 | 6 | 75.0% | $1,902 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $4,424 | 0.00% | 484 | 390 | 414.9% | $3,565 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $4,420 | 0.00% | 98 | 98 | — | $4,420 | 新建仓 |
| TRMK | TRUSTMARK CORP | $4,417 | 0.00% | 96 | -33 | -25.6% | -$1,518 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $4,406 | 0.00% | 31 | 20 | 181.8% | $2,843 | 加仓 |
| NMAX | NEWSMAX INC | $4,397 | 0.00% | 531 | 356 | 203.4% | $2,948 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,396 | 0.00% | 76 | -49 | -39.2% | -$2,834 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $4,385 | 0.00% | 145 | -15 | -9.4% | -$454 | 减仓 |
| TTAN | SERVICETITAN INC | $4,385 | 0.00% | 62 | 54 | 675.0% | $3,819 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $4,362 | 0.00% | 19 | -3 | -13.6% | -$689 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $4,334 | 0.00% | 122 | 82 | 205.0% | $2,913 | 加仓 |
| RPAY | REPAY HLDGS CORP | $4,326 | 0.00% | 1,030 | 480 | 87.3% | $2,016 | 加仓 |
| TBLA | TABOOLA.COM LTD | $4,310 | 0.00% | 862 | 172 | 24.9% | $860 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,309 | 0.00% | 35 | -11 | -23.9% | -$1,354 | 减仓 |
| CRSR | CORSAIR GAMING INC | $4,294 | 0.00% | 444 | 444 | — | $4,294 | 新建仓 |
| TRGP | TARGA RES CORP | $4,291 | 0.00% | 16 | -25 | -61.0% | -$6,705 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $4,281 | 0.00% | 169 | -5 | -2.9% | -$127 | 减仓 |
| EQBK | EQUITY BANCSHARES INC | $4,263 | 0.00% | 87 | 4 | 4.8% | $196 | 加仓 |
| RDY | DR REDDYS LABS LTD | $4,261 | 0.00% | 294 | -123 | -29.5% | -$1,783 | 减仓 |
| VCYT | VERACYTE INC | $4,229 | 0.00% | 72 | 43 | 148.3% | $2,526 | 加仓 |
| RDN | RADIAN GROUP INC | $4,220 | 0.00% | 112 | -39 | -25.8% | -$1,469 | 减仓 |
| FISV | FISERV INC | $4,219 | 0.00% | 86 | -348 | -80.2% | -$1.71万 | 减仓 |