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 |
|---|---|---|---|---|---|---|---|---|
| SBSW | SIBANYE STILLWATER LTD | $2,871 | 0.00% | 233 | 67 | 40.4% | $826 | 加仓 |
| EXPO | EXPONENT INC | $2,871 | 0.00% | 44 | 11 | 33.3% | $718 | 加仓 |
| R | RYDER SYS INC | $2,866 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $2,853 | 0.00% | 90 | 82 | 1,025.0% | $2,599 | 加仓 |
| AIP | ARTERIS INC | $2,845 | 0.00% | 173 | 5 | 3.0% | $82 | 加仓 |
| NOVT | NOVANTA INC | $2,835 | 0.00% | 24 | 24 | — | $2,835 | 新建仓 |
| CARG | CARGURUS INC | $2,827 | 0.00% | 83 | 28 | 50.9% | $954 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $2,824 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC | $2,814 | 0.00% | 262 | 205 | 359.6% | $2,202 | 重新持有 |
| BTU | PEABODY ENGR CORP | $2,801 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $2,775 | 0.00% | 49 | 8 | 19.5% | $453 | 加仓 |
| ABM | ABM INDS INC | $2,774 | 0.00% | 72 | 69 | 2,300.0% | $2,658 | 重新持有 |
| RLAY | RELAY THERAPEUTICS INC | $2,767 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| NSP | INSPERITY INC | $2,759 | 0.00% | 102 | -79 | -43.6% | -$2,137 | 减仓 |
| TCBK | TRICO BANCSHARES | $2,758 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $2,755 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | DAY ONE BIOPHARMACEUTICALS I | $2,745 | 0.00% | 128 | 102 | 392.3% | $2,187 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $2,732 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $2,724 | 0.00% | 14 | 3 | 27.3% | $584 | 加仓 |
| DY | DYCOM INDS INC | $2,711 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $2,709 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $2,709 | 0.00% | 68 | 56 | 466.7% | $2,231 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2,704 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HLIT | HARMONIC INC | $2,703 | 0.00% | 301 | -31 | -9.3% | -$278 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $2,698 | 0.00% | 152 | -174 | -53.4% | -$3,088 | 减仓 |
| AGL | AGILON HEALTH INC | $2,697 | 0.00% | 341 | 341 | — | $2,697 | 新建仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $2,690 | 0.00% | 8 | 6 | 300.0% | $2,018 | 加仓 |
| EVTC | EVERTEC INC | $2,681 | 0.00% | 95 | 91 | 2,275.0% | $2,568 | 加仓 |
| SATL | SATELLOGIC INC | $2,672 | 0.00% | 491 | 459 | 1,434.4% | $2,498 | 加仓 |
| GTX | GARRETT MOTION INC | $2,653 | 0.00% | 146 | 10 | 7.4% | $182 | 加仓 |
| CDNA | CAREDX INC | $2,639 | 0.00% | 152 | 7 | 4.8% | $122 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $2,622 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TREE | LENDINGTREE INC | $2,616 | 0.00% | 61 | 55 | 916.7% | $2,359 | 加仓 |
| SMTC | SEMTECH CORP | $2,615 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $2,607 | 0.00% | 24 | 3 | 14.3% | $326 | 加仓 |
| TMP | TOMPKINS FINL CORP | $2,602 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC | $2,600 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $2,591 | 0.00% | 65 | 6 | 10.2% | $239 | 加仓 |
| RYZ | RYERSON HLDG CORP | $2,586 | 0.00% | 115 | 50 | 76.9% | $1,124 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $2,582 | 0.00% | 311 | 107 | 52.5% | $888 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2,566 | 0.00% | 56 | -8 | -12.5% | -$367 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $2,554 | 0.00% | 285 | 150 | 111.1% | $1,344 | 加仓 |
| STBA | S & T BANCORP INC | $2,552 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $2,546 | 0.00% | 63 | 5 | 8.6% | $202 | 加仓 |
| CNX | CNX RES CORP | $2,545 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $2,544 | 0.00% | 178 | 100 | 128.2% | $1,429 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $2,536 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| AMAL | AMALGAMATED FINANCIAL CORP | $2,527 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | ACV AUCTIONS INC | $2,523 | 0.00% | 595 | 338 | 131.5% | $1,433 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $2,514 | 0.00% | 702 | 492 | 234.3% | $1,762 | 加仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $2,505 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $2,489 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $2,486 | 0.00% | 85 | -71 | -45.5% | -$2,077 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $2,484 | 0.00% | 208 | 139 | 201.4% | $1,660 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,472 | 0.00% | 33 | 5 | 17.9% | $375 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $2,472 | 0.00% | 97 | 25 | 34.7% | $637 | 加仓 |
| HRL | HORMEL FOODS CORP | $2,469 | 0.00% | 109 | 48 | 78.7% | $1,087 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,469 | 0.00% | 89 | 89 | — | $2,469 | 新建仓 |
| AES | AES CORP | $2,466 | 0.00% | 175 | 50 | 40.0% | $705 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $2,448 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $2,445 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ADTN | ADTRAN HOLDINGS INC | $2,441 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $2,420 | 0.00% | 58 | -11 | -15.9% | -$459 | 减仓 |
| SITM | SITIME CORP | $2,418 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $2,412 | 0.00% | 211 | -51 | -19.5% | -$583 | 减仓 |
| — | DIAMOND HILL INVT GROUP INC | $2,410 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $2,403 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $2,401 | 0.00% | 58 | 37 | 176.2% | $1,532 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $2,388 | 0.00% | 59 | 1 | 1.7% | $40 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $2,385 | 0.00% | 130 | -53 | -29.0% | -$972 | 重新持有 |
| RXO | RXO INC | $2,384 | 0.00% | 163 | 150 | 1,153.8% | $2,194 | 重新持有 |
| CBL | CBL & ASSOC PPTYS INC | $2,383 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $2,378 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,373 | 0.00% | 5 | 2 | 66.7% | $949 | 加仓 |
| CABO | CABLE ONE INC | $2,372 | 0.00% | 26 | -113 | -81.3% | -$1.03万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $2,370 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $2,365 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $2,364 | 0.00% | 47 | 12 | 34.3% | $604 | 加仓 |
| WSFS | WSFS FINL CORP | $2,357 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MTRX | MATRIX SVC CO | $2,342 | 0.00% | 204 | -39 | -16.0% | -$448 | 减仓 |
| SANM | SANMINA CORP | $2,334 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $2,329 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $2,329 | 0.00% | 45 | 9 | 25.0% | $466 | 加仓 |
| CMCL | CALEDONIA MNG CORP | $2,327 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $2,327 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $2,326 | 0.00% | 102 | 24 | 30.8% | $547 | 加仓 |
| QGEN | QIAGEN NV | $2,323 | 0.00% | 58 | 58 | — | $2,323 | 新建仓 |
| CE | CELANESE CORP DEL | $2,302 | 0.00% | 35 | -11 | -23.9% | -$723 | 重新持有 |
| OMDA | OMADA HEALTH INC | $2,288 | 0.00% | 182 | 182 | — | $2,288 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $2,284 | 0.00% | 17 | -48 | -73.8% | -$6,449 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $2,270 | 0.00% | 24 | 6 | 33.3% | $568 | 加仓 |
| INFY | INFOSYS LTD | $2,257 | 0.00% | 167 | -142 | -46.0% | -$1,919 | 减仓 |
| CNS | COHEN & STEERS INC | $2,252 | 0.00% | 36 | 2 | 5.9% | $125 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $2,248 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $2,241 | 0.00% | 45 | 1 | 2.3% | $50 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $2,238 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP | $2,237 | 0.00% | 115 | -31 | -21.2% | -$603 | 减仓 |
| KN | KNOWLES CORP | $2,235 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $2,231 | 0.00% | 58 | 6 | 11.5% | $231 | 加仓 |
| BIDU | BAIDU INC | $2,229 | 0.00% | 20 | 3 | 17.6% | $334 | 加仓 |