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 |
|---|---|---|---|---|---|---|---|---|
| GRNT | GRANITE RIDGE RESOURCES INC | $2,225 | 0.00% | 379 | -11 | -2.8% | -$65 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $2,215 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $2,211 | 0.00% | 76 | 76 | — | $2,211 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $2,205 | 0.00% | 9 | 3 | 50.0% | $735 | 加仓 |
| SSL | SASOL LTD | $2,204 | 0.00% | 170 | 45 | 36.0% | $583 | 加仓 |
| FIGS | FIGS INC | $2,201 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO | $2,200 | 0.00% | 44 | 35 | 388.9% | $1,750 | 加仓 |
| TRN | TRINITY INDS INC | $2,189 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SUZ | SUZANO S A | $2,183 | 0.00% | 218 | 162 | 289.3% | $1,622 | 加仓 |
| BOKF | BOK FINL CORP | $2,178 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,170 | 0.00% | 116 | -29 | -20.0% | -$542 | 减仓 |
| MOD | MODINE MFG CO | $2,168 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $2,163 | 0.00% | 31 | -18 | -36.7% | -$1,256 | 减仓 |
| VTOL | BRISTOW GROUP INC | $2,157 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $2,148 | 0.00% | 53 | 9 | 20.5% | $365 | 加仓 |
| ROG | ROGERS CORP | $2,147 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MITK | MITEK SYS INC | $2,147 | 0.00% | 159 | 54 | 51.4% | $729 | 加仓 |
| TBLA | TABOOLA.COM LTD | $2,139 | 0.00% | 690 | 569 | 470.2% | $1,764 | 加仓 |
| — | UDEMY INC | $2,135 | 0.00% | 462 | 68 | 17.3% | $314 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $2,133 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $2,126 | 0.00% | 440 | 428 | 3,566.7% | $2,068 | 加仓 |
| AXON | AXON ENTERPRISE INC | $2,124 | 0.00% | 5 | 2 | 66.7% | $850 | 加仓 |
| MLAB | MESA LABS INC | $2,123 | 0.00% | 24 | 20 | 500.0% | $1,769 | 加仓 |
| RLI | RLI CORP | $2,111 | 0.00% | 37 | 36 | 3,600.0% | $2,054 | 加仓 |
| DC | DAKOTA GOLD CORP | $2,096 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $2,093 | 0.00% | 184 | -109 | -37.2% | -$1,240 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $2,086 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD | $2,072 | 0.00% | 23 | 4 | 21.1% | $360 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $2,069 | 0.00% | 130 | 85 | 188.9% | $1,353 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $2,059 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $2,059 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $2,043 | 0.00% | 184 | -1,130 | -86.0% | -$1.25万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $2,043 | 0.00% | 58 | -3 | -4.9% | -$106 | 减仓 |
| CGON | CG ONCOLOGY INC | $2,031 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $2,029 | 0.00% | 44 | -142 | -76.3% | -$6,548 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $2,028 | 0.00% | 14 | -3 | -17.6% | -$435 | 减仓 |
| PRG | PROG HOLDINGS INC | $2,009 | 0.00% | 70 | 33 | 89.2% | $947 | 加仓 |
| MRTN | MARTEN TRANS LTD | $2,009 | 0.00% | 153 | 73 | 91.2% | $959 | 加仓 |
| ARKO | ARKO CORP | $2,008 | 0.00% | 361 | -4 | -1.1% | -$22 | 减仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $2,005 | 0.00% | 140 | 60 | 75.0% | $859 | 加仓 |
| MSTR | STRATEGY INC | $1,997 | 0.00% | 16 | 13 | 433.3% | $1,623 | 加仓 |
| — | OMEGA FLEX INC | $1,987 | 0.00% | 64 | -6 | -8.6% | -$186 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $1,978 | 0.00% | 61 | -13 | -17.6% | -$422 | 减仓 |
| HLLY | HOLLEY INC | $1,978 | 0.00% | 644 | 122 | 23.4% | $375 | 加仓 |
| ICL | ICL GROUP LTD | $1,975 | 0.00% | 383 | -380 | -49.8% | -$1,960 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $1,974 | 0.00% | 809 | 481 | 146.6% | $1,174 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $1,962 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,962 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $1,960 | 0.00% | 148 | 148 | — | $1,960 | 新建仓 |
| OSPN | ONESPAN INC | $1,959 | 0.00% | 186 | 135 | 264.7% | $1,422 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $1,953 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $1,950 | 0.00% | 53 | -20 | -27.4% | -$736 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $1,948 | 0.00% | 17 | 17 | — | $1,948 | 新建仓 |
| WAFD | WAFD INC | $1,947 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1,946 | 0.00% | 22 | -50 | -69.4% | -$4,423 | 减仓 |
| KVYO | KLAVIYO INC | $1,946 | 0.00% | 100 | 46 | 85.2% | $895 | 加仓 |
| MEI | METHODE ELECTRS INC | $1,944 | 0.00% | 352 | -95 | -21.3% | -$525 | 减仓 |
| CG | CARLYLE GROUP INC | $1,936 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $1,928 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| BAND | BANDWIDTH INC | $1,925 | 0.00% | 108 | -90 | -45.5% | -$1,604 | 减仓 |
| STNE | STONECO LTD | $1,921 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| MNSO | MINISO GROUP HLDG LTD | $1,912 | 0.00% | 118 | 99 | 521.1% | $1,604 | 加仓 |
| HBNC | HORIZON BANCORP IND | $1,906 | 0.00% | 115 | -4 | -3.4% | -$66 | 减仓 |
| ECVT | ECOVYST INC | $1,904 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $1,903 | 0.00% | 42 | -8 | -16.0% | -$362 | 减仓 |
| BEKE | KE HLDGS INC | $1,902 | 0.00% | 127 | 53 | 71.6% | $794 | 加仓 |
| CAC | CAMDEN NATL CORP | $1,898 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $1,894 | 0.00% | 62 | 17 | 37.8% | $519 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $1,894 | 0.00% | 226 | 105 | 86.8% | $880 | 加仓 |
| LPX | LOUISIANA PAC CORP | $1,892 | 0.00% | 26 | 13 | 100.0% | $946 | 重新持有 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1,885 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,885 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | KENNEDY-WILSON HOLDINGS INC | $1,883 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CORP N | $1,878 | 0.00% | 44 | -4 | -8.3% | -$171 | 减仓 |
| RDVT | RED VIOLET INC | $1,869 | 0.00% | 54 | 4 | 8.0% | $138 | 加仓 |
| ARCB | ARCBEST CORP | $1,869 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO | $1,867 | 0.00% | 107 | 87 | 435.0% | $1,518 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $1,863 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| UTMD | UTAH MED PRODS INC | $1,860 | 0.00% | 30 | -4 | -11.8% | -$248 | 减仓 |
| CALY | CALLAWAY GOLF CO | $1,860 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| OSBC | OLD SECOND BANCORP INC DEL | $1,855 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN | $1,855 | 0.00% | 40 | 40 | — | $1,855 | 新建仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $1,844 | 0.00% | 116 | 55 | 90.2% | $874 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,843 | 0.00% | 62 | -13 | -17.3% | -$386 | 减仓 |
| SPSC | SPS COMM INC | $1,838 | 0.00% | 33 | 32 | 3,200.0% | $1,782 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,837 | 0.00% | 122 | -2 | -1.6% | -$30 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $1,834 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RNGR | RANGER ENERGY SVCS INC | $1,834 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC | $1,832 | 0.00% | 57 | 52 | 1,040.0% | $1,671 | 加仓 |
| RKT | ROCKET COS INC | $1,824 | 0.00% | 128 | 17 | 15.3% | $242 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $1,819 | 0.00% | 159 | -3 | -1.9% | -$34 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,816 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $1,815 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| — | GREAT LAKES DREDGE & DOCK CO | $1,802 | 0.00% | 106 | -243 | -69.6% | -$4,131 | 减仓 |
| — | SUN CTRY AIRLS HLDGS INC | $1,801 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $1,800 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LZ | LEGALZOOM COM INC | $1,792 | 0.00% | 316 | -164 | -34.2% | -$930 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $1,791 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES IN | $1,785 | 0.00% | 66 | -1 | -1.5% | -$27 | 减仓 |
| ANNX | ANNEXON INC | $1,784 | 0.00% | 322 | 111 | 52.6% | $615 | 加仓 |