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 |
|---|---|---|---|---|---|---|---|---|
| GOOD | GLADSTONE COMMERCIAL CORP | $4,207 | 0.00% | 342 | 131 | 62.1% | $1,611 | 加仓 |
| FULT | FULTON FINL CORP PA | $4,185 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $4,172 | 0.00% | 168 | -20 | -10.6% | -$497 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $4,169 | 0.00% | 102 | -64 | -38.6% | -$2,616 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $4,168 | 0.00% | 22 | -3 | -12.0% | -$568 | 减仓 |
| BMI | BADGER METER INC | $4,155 | 0.00% | 28 | 28 | — | $4,155 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $4,144 | 0.00% | 39 | 11 | 39.3% | $1,169 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $4,144 | 0.00% | 312 | 257 | 467.3% | $3,413 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $4,141 | 0.00% | 122 | 11 | 9.9% | $373 | 加仓 |
| RUN | SUNRUN INC | $4,135 | 0.00% | 309 | 28 | 10.0% | $375 | 加仓 |
| TTD | THE TRADE DESK INC | $4,123 | 0.00% | 228 | -587 | -72.0% | -$1.06万 | 减仓 |
| MC | MOELIS & CO | $4,122 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $4,113 | 0.00% | 448 | 380 | 558.8% | $3,489 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $4,080 | 0.00% | 31 | -1 | -3.1% | -$132 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $4,074 | 0.00% | 190 | 190 | — | $4,074 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $4,072 | 0.00% | 197 | 37 | 23.1% | $765 | 加仓 |
| YOU | CLEAR SECURE INC | $4,069 | 0.00% | 73 | 37 | 102.8% | $2,062 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $4,059 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $4,050 | 0.00% | 16 | -2 | -11.1% | -$506 | 减仓 |
| DY | DYCOM INDS INC | $4,045 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BMBL | BUMBLE INC | $4,036 | 0.00% | 1,261 | -406 | -24.4% | -$1,299 | 减仓 |
| KFRC | KFORCE INC | $4,036 | 0.00% | 86 | 1 | 1.2% | $47 | 加仓 |
| CNXC | CONCENTRIX CORP | $4,033 | 0.00% | 180 | -331 | -64.8% | -$7,416 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $4,015 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,002 | 0.00% | 6 | 3 | 100.0% | $2,001 | 加仓 |
| GFI | GOLD FIELDS LTD | $3,998 | 0.00% | 119 | 9 | 8.2% | $302 | 加仓 |
| MLAB | MESA LABS INC | $3,982 | 0.00% | 40 | 16 | 66.7% | $1,593 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $3,981 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC | $3,951 | 0.00% | 1,026 | 933 | 1,003.2% | $3,593 | 加仓 |
| ARDX | ARDELYX INC | $3,943 | 0.00% | 773 | 234 | 43.4% | $1,194 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $3,943 | 0.00% | 24 | 7 | 41.2% | $1,150 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3,939 | 0.00% | 79 | 22 | 38.6% | $1,097 | 加仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $3,927 | 0.00% | 684 | -139 | -16.9% | -$798 | 减仓 |
| RZLT | REZOLUTE INC | $3,921 | 0.00% | 754 | 217 | 40.4% | $1,128 | 加仓 |
| MFA | MFA FINL INC | $3,906 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $3,875 | 0.00% | 290 | 60 | 26.1% | $802 | 加仓 |
| BLBD | BLUE BIRD CORP | $3,870 | 0.00% | 49 | 21 | 75.0% | $1,659 | 加仓 |
| WU | WESTERN UN CO | $3,866 | 0.00% | 502 | -520 | -50.9% | -$4,005 | 减仓 |
| VELO | VELO3D INC | $3,861 | 0.00% | 220 | 220 | — | $3,861 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $3,853 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $3,847 | 0.00% | 245 | -10 | -3.9% | -$157 | 减仓 |
| CRAI | CRA INTL INC | $3,843 | 0.00% | 27 | 25 | 1,250.0% | $3,558 | 重新持有 |
| NOV | NOV INC | $3,785 | 0.00% | 204 | 122 | 148.8% | $2,264 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $3,770 | 0.00% | 193 | 183 | 1,830.0% | $3,575 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $3,766 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $3,742 | 0.00% | 134 | 104 | 346.7% | $2,904 | 加仓 |
| MSTR | STRATEGY INC | $3,738 | 0.00% | 43 | 27 | 168.8% | $2,347 | 加仓 |
| BILL | BILL HOLDINGS INC | $3,725 | 0.00% | 103 | -13 | -11.2% | -$470 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $3,701 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| RDVT | RED VIOLET INC | $3,696 | 0.00% | 58 | 4 | 7.4% | $255 | 加仓 |
| TECK | TECK RESOURCES LTD | $3,687 | 0.00% | 62 | 17 | 37.8% | $1,011 | 加仓 |
| H | HYATT HOTELS CORP | $3,683 | 0.00% | 19 | -16 | -45.7% | -$3,101 | 减仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $3,659 | 0.00% | 42 | 30 | 250.0% | $2,614 | 重新持有 |
| CBZ | CBIZ INC | $3,658 | 0.00% | 114 | 114 | — | $3,658 | 新建仓 |
| PTC | PTC INC | $3,636 | 0.00% | 32 | -174 | -84.5% | -$1.98万 | 减仓 |
| DNUT | KRISPY KREME INC | $3,629 | 0.00% | 1,028 | 89 | 9.5% | $314 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $3,626 | 0.00% | 112 | 39 | 53.4% | $1,263 | 加仓 |
| AMSF | AMERISAFE INC | $3,620 | 0.00% | 107 | 77 | 256.7% | $2,605 | 重新持有 |
| SSP | SCRIPPS E W CO OHIO | $3,618 | 0.00% | 1,306 | -27 | -2.0% | -$75 | 减仓 |
| BY | BYLINE BANCORP INC | $3,616 | 0.00% | 96 | -22 | -18.6% | -$829 | 减仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $3,587 | 0.00% | 127 | 126 | 12,600.0% | $3,559 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $3,579 | 0.00% | 158 | 43 | 37.4% | $974 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $3,564 | 0.00% | 21 | -19 | -47.5% | -$3,225 | 减仓 |
| MTRX | MATRIX SVC CO | $3,549 | 0.00% | 259 | 55 | 27.0% | $754 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $3,548 | 0.00% | 124 | -37 | -23.0% | -$1,059 | 减仓 |
| BCPC | BALCHEM CORP | $3,548 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $3,547 | 0.00% | 136 | -3 | -2.2% | -$78 | 减仓 |
| DOX | AMDOCS LTD | $3,538 | 0.00% | 70 | -39 | -35.8% | -$1,971 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $3,533 | 0.00% | 93 | -10 | -9.7% | -$380 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $3,523 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $3,522 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $3,509 | 0.00% | 354 | 327 | 1,211.1% | $3,241 | 加仓 |
| MRNA | MODERNA INC | $3,502 | 0.00% | 50 | 50 | — | $3,502 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3,494 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $3,493 | 0.00% | 122 | -1,111 | -90.1% | -$3.18万 | 重新持有 |
| PAX | PATRIA INVESTMENTS LIMITED | $3,492 | 0.00% | 318 | -23 | -6.7% | -$253 | 减仓 |
| MITK | MITEK SYS INC | $3,483 | 0.00% | 173 | 14 | 8.8% | $282 | 加仓 |
| STNE | STONECO LTD | $3,480 | 0.00% | 321 | 185 | 136.0% | $2,006 | 加仓 |
| BLZE | BACKBLAZE INC | $3,474 | 0.00% | 219 | 16 | 7.9% | $254 | 加仓 |
| O | REALTY INCOME CORP | $3,470 | 0.00% | 56 | -82 | -59.4% | -$5,081 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $3,463 | 0.00% | 122 | 122 | — | $3,463 | 新建仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $3,445 | 0.00% | 436 | -18 | -4.0% | -$142 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $3,437 | 0.00% | 140 | 136 | 3,400.0% | $3,339 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $3,435 | 0.00% | 337 | 52 | 18.2% | $530 | 加仓 |
| VIA | VIA TRANSN INC | $3,429 | 0.00% | 189 | 185 | 4,625.0% | $3,356 | 加仓 |
| SHOP | SHOPIFY INC | $3,426 | 0.00% | 30 | -78 | -72.2% | -$8,908 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $3,424 | 0.00% | 74 | 9 | 13.8% | $416 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $3,413 | 0.00% | 19 | 4 | 26.7% | $719 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $3,410 | 0.00% | 1,557 | 1,557 | — | $3,410 | 新建仓 |
| THRY | THRYV HLDGS INC | $3,397 | 0.00% | 862 | 830 | 2,593.8% | $3,271 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $3,369 | 0.00% | 348 | 304 | 690.9% | $2,943 | 加仓 |
| IMO | IMPERIAL OIL LTD | $3,361 | 0.00% | 30 | -2 | -6.2% | -$224 | 减仓 |
| CTRN | CITI TRENDS INC | $3,355 | 0.00% | 58 | 28 | 93.3% | $1,620 | 加仓 |
| UAA | UNDER ARMOUR INC | $3,355 | 0.00% | 525 | 449 | 590.8% | $2,869 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $3,350 | 0.00% | 200 | 200 | — | $3,350 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $3,335 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $3,334 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $3,298 | 0.00% | 394 | 394 | — | $3,298 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $3,297 | 0.00% | 544 | 353 | 184.8% | $2,139 | 加仓 |
| ADEA | ADEIA INC | $3,293 | 0.00% | 100 | 0 | 0.0% | — | 不变 |