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 |
|---|---|---|---|---|---|---|---|---|
| CBL | CBL & ASSOC PPTYS INC | $3,292 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $3,288 | 0.00% | 68 | 68 | — | $3,288 | 新建仓 |
| MTDR | MATADOR RES CO | $3,286 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORPORATION | $3,285 | 0.00% | 386 | 379 | 5,414.3% | $3,225 | 加仓 |
| UTL | UNITIL CORP | $3,267 | 0.00% | 62 | 62 | — | $3,267 | 新建仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $3,264 | 0.00% | 91 | 91 | — | $3,264 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $3,254 | 0.00% | 348 | 164 | 89.1% | $1,533 | 加仓 |
| HRL | HORMEL FOODS CORP | $3,252 | 0.00% | 131 | 22 | 20.2% | $546 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $3,247 | 0.00% | 124 | -19 | -13.3% | -$498 | 减仓 |
| FTAI | FTAI AVIATION LTD | $3,247 | 0.00% | 12 | 3 | 33.3% | $812 | 加仓 |
| GTX | GARRETT MOTION INC | $3,225 | 0.00% | 89 | -57 | -39.0% | -$2,065 | 减仓 |
| PRCH | PORCH GROUP INC | $3,219 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC | $3,212 | 0.00% | 223 | 222 | 22,200.0% | $3,198 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $3,206 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $3,188 | 0.00% | 104 | -24 | -18.8% | -$736 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,181 | 0.00% | 24 | -3 | -11.1% | -$398 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $3,177 | 0.00% | 116 | 24 | 26.1% | $657 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $3,163 | 0.00% | 216 | -8 | -3.6% | -$117 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $3,148 | 0.00% | 109 | 90 | 473.7% | $2,599 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $3,134 | 0.00% | 31 | 16 | 106.7% | $1,618 | 加仓 |
| TCBK | TRICO BANCSHARES | $3,124 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $3,120 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ULCC | FRONTIER GROUP HLDGS INC | $3,117 | 0.00% | 394 | 394 | — | $3,117 | 新建仓 |
| YELP | YELP INC | $3,115 | 0.00% | 127 | -176 | -58.1% | -$4,317 | 减仓 |
| FLS | FLOWSERVE CORP | $3,115 | 0.00% | 42 | -13 | -23.6% | -$964 | 减仓 |
| KELYA | KELLY SVCS INC | $3,107 | 0.00% | 253 | 209 | 475.0% | $2,567 | 加仓 |
| SM | SM ENERGY COMPANY | $3,106 | 0.00% | 119 | -162 | -57.7% | -$4,228 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $3,094 | 0.00% | 205 | -2 | -1.0% | -$30 | 减仓 |
| FUL | FULLER H B CO | $3,090 | 0.00% | 53 | -1 | -1.9% | -$58 | 减仓 |
| FLOC | FLOWCO HLDGS INC | $3,073 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $3,073 | 0.00% | 920 | 671 | 269.5% | $2,241 | 加仓 |
| CNXN | PC CONNECTION INC | $3,066 | 0.00% | 42 | -26 | -38.2% | -$1,898 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,064 | 0.00% | 7 | 2 | 40.0% | $875 | 加仓 |
| BGS | B & G FOODS INC | $3,049 | 0.00% | 766 | -71 | -8.5% | -$283 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $3,041 | 0.00% | 20 | 6 | 42.9% | $912 | 加仓 |
| BOX | BOX INC | $3,026 | 0.00% | 114 | 99 | 660.0% | $2,628 | 加仓 |
| SATL | SATELLOGIC INC | $3,003 | 0.00% | 525 | 34 | 6.9% | $194 | 加仓 |
| NABL | N-ABLE INC | $2,995 | 0.00% | 816 | 439 | 116.4% | $1,611 | 加仓 |
| CARE | CARTER BANKSHARES INC | $2,993 | 0.00% | 88 | 33 | 60.0% | $1,122 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $2,986 | 0.00% | 873 | 171 | 24.4% | $585 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $2,984 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $2,983 | 0.00% | 4 | -3 | -42.9% | -$2,237 | 减仓 |
| BCE | BCE INC | $2,969 | 0.00% | 138 | -119 | -46.3% | -$2,560 | 减仓 |
| PEGA | PEGASYSTEMS INC | $2,968 | 0.00% | 99 | -958 | -90.6% | -$2.87万 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $2,967 | 0.00% | 170 | -30 | -15.0% | -$524 | 减仓 |
| SXC | SUNCOKE ENERGY INC | $2,955 | 0.00% | 367 | 367 | — | $2,955 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $2,940 | 0.00% | 138 | -14 | -9.2% | -$298 | 减仓 |
| FSLY | FASTLY INC | $2,938 | 0.00% | 160 | -21 | -11.6% | -$386 | 减仓 |
| VTOL | BRISTOW GROUP INC | $2,934 | 0.00% | 71 | 25 | 54.3% | $1,033 | 加仓 |
| SLGN | SILGAN HLDGS INC | $2,923 | 0.00% | 63 | 63 | — | $2,923 | 新建仓 |
| ALAB | ASTERA LABS INC | $2,899 | 0.00% | 6 | 1 | 20.0% | $483 | 加仓 |
| KIM | KIMCO REALTY CORP | $2,890 | 0.00% | 114 | 80 | 235.3% | $2,028 | 加仓 |
| RNA | ATRIUM THERAPEUTICS INC | $2,865 | 0.00% | 213 | 212 | 21,200.0% | $2,852 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $2,834 | 0.00% | 155 | 39 | 33.6% | $713 | 加仓 |
| LZ | LEGALZOOM COM INC | $2,833 | 0.00% | 462 | 146 | 46.2% | $895 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $2,823 | 0.00% | 24 | 11 | 84.6% | $1,294 | 加仓 |
| PVH | PVH CORPORATION | $2,822 | 0.00% | 38 | 7 | 22.6% | $520 | 加仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $2,822 | 0.00% | 664 | 541 | 439.8% | $2,299 | 加仓 |
| WEN | WENDYS CO | $2,811 | 0.00% | 339 | -1,308 | -79.4% | -$1.08万 | 减仓 |
| KODK | EASTMAN KODAK CO | $2,803 | 0.00% | 303 | 190 | 168.1% | $1,758 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $2,792 | 0.00% | 38 | 31 | 442.9% | $2,278 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,746 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $2,746 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $2,736 | 0.00% | 1,563 | 780 | 99.6% | $1,365 | 加仓 |
| ARCB | ARCBEST CORP | $2,728 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VSTM | VERASTEM INC | $2,709 | 0.00% | 709 | 709 | — | $2,709 | 新建仓 |
| XRX | XEROX HOLDINGS CORP | $2,702 | 0.00% | 863 | 619 | 253.7% | $1,938 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $2,697 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $2,688 | 0.00% | 108 | -128 | -54.2% | -$3,186 | 减仓 |
| MGNI | MAGNITE INC | $2,677 | 0.00% | 141 | 109 | 340.6% | $2,069 | 加仓 |
| ARKO | ARKO CORP | $2,674 | 0.00% | 333 | -28 | -7.8% | -$225 | 减仓 |
| FATE | FATE THERAPEUTICS INC | $2,671 | 0.00% | 989 | 414 | 72.0% | $1,118 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $2,663 | 0.00% | 58 | 9 | 18.4% | $413 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $2,656 | 0.00% | 16 | 1 | 6.7% | $166 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $2,655 | 0.00% | 65 | 6 | 10.2% | $245 | 加仓 |
| CNMD | CONMED CORP | $2,652 | 0.00% | 81 | 72 | 800.0% | $2,357 | 重新持有 |
| IEMG | ISHARES INC | $2,651 | 0.00% | 32 | -550 | -94.5% | -$4.56万 | 减仓 |
| CNO | CNO FINL GROUP INC | $2,651 | 0.00% | 52 | 31 | 147.6% | $1,580 | 重新持有 |
| NEXN | NEXXEN INTL LTD | $2,646 | 0.00% | 293 | 187 | 176.4% | $1,689 | 加仓 |
| ERIE | ERIE INDTY CO | $2,638 | 0.00% | 11 | 9 | 450.0% | $2,158 | 加仓 |
| VREX | VAREX IMAGING CORP | $2,629 | 0.00% | 252 | -37 | -12.8% | -$386 | 减仓 |
| ABSI | ABSCI CORPORATION | $2,620 | 0.00% | 226 | 93 | 69.9% | $1,078 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $2,607 | 0.00% | 128 | -43 | -25.1% | -$876 | 减仓 |
| RDDT | REDDIT INC | $2,604 | 0.00% | 15 | 9 | 150.0% | $1,562 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $2,582 | 0.00% | 88 | 39 | 79.6% | $1,144 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC | $2,579 | 0.00% | 56 | -8 | -12.5% | -$368 | 减仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $2,576 | 0.00% | 584 | 205 | 54.1% | $904 | 加仓 |
| BZ | KANZHUN LIMITED | $2,562 | 0.00% | 199 | 118 | 145.7% | $1,519 | 加仓 |
| MRTN | MARTEN TRANS LTD | $2,551 | 0.00% | 147 | -6 | -3.9% | -$104 | 减仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $2,531 | 0.00% | 302 | -9 | -2.9% | -$75 | 减仓 |
| KRRO | KORRO BIO INC | $2,531 | 0.00% | 192 | 93 | 93.9% | $1,226 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $2,524 | 0.00% | 257 | 183 | 247.3% | $1,797 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $2,521 | 0.00% | 569 | -142 | -20.0% | -$629 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $2,513 | 0.00% | 16 | -8 | -33.3% | -$1,256 | 减仓 |
| RYN | RAYONIER INC | $2,512 | 0.00% | 118 | -37 | -23.9% | -$788 | 减仓 |
| GCMG | GCM GROSVENOR INC | $2,510 | 0.00% | 204 | 82 | 67.2% | $1,009 | 加仓 |
| LYFT | LYFT INC | $2,499 | 0.00% | 171 | -490 | -74.1% | -$7,161 | 减仓 |
| — | TREACE MED CONCEPTS INC | $2,496 | 0.00% | 627 | 404 | 181.2% | $1,608 | 加仓 |
| CLW | CLEARWATER PAPER CORP | $2,494 | 0.00% | 159 | 133 | 511.5% | $2,086 | 加仓 |
| RYZ | RYERSON HLDG CORP | $2,486 | 0.00% | 101 | -14 | -12.2% | -$345 | 减仓 |