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 |
|---|---|---|---|---|---|---|---|---|
| — | ONESTREAM INC | $1,776 | 0.00% | 74 | -11 | -12.9% | -$264 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $1,771 | 0.00% | 15 | 5 | 50.0% | $590 | 加仓 |
| — | ELME COMMUNITIES | $1,765 | 0.00% | 878 | 851 | 3,151.9% | $1,711 | 加仓 |
| NABL | N-ABLE INC | $1,761 | 0.00% | 377 | -41 | -9.8% | -$192 | 减仓 |
| YOU | CLEAR SECURE INC | $1,743 | 0.00% | 36 | -105 | -74.5% | -$5,084 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $1,735 | 0.00% | 190 | -105 | -35.6% | -$959 | 减仓 |
| ACCO | ACCO BRANDS CORP | $1,731 | 0.00% | 577 | -142 | -19.7% | -$426 | 减仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $1,724 | 0.00% | 183 | -274 | -60.0% | -$2,581 | 减仓 |
| CCS | CENTURY COMMUNITIES INC | $1,722 | 0.00% | 30 | -5 | -14.3% | -$287 | 减仓 |
| VVX | V2X INC | $1,713 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| THFF | FIRST FINANCIAL CORPORATION | $1,707 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $1,696 | 0.00% | 610 | -431 | -41.4% | -$1,198 | 减仓 |
| PHR | PHREESIA INC | $1,693 | 0.00% | 202 | 159 | 369.8% | $1,333 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,693 | 0.00% | 26 | 26 | — | $1,693 | 新建仓 |
| WD | WALKER & DUNLOP INC | $1,687 | 0.00% | 38 | 9 | 31.0% | $400 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $1,674 | 0.00% | 39 | 2 | 5.4% | $86 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1,670 | 0.00% | 30 | -34 | -53.1% | -$1,893 | 减仓 |
| PSO | PEARSON PLC | $1,668 | 0.00% | 127 | -122 | -49.0% | -$1,602 | 减仓 |
| RES | RPC INC | $1,664 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| SRCE | 1ST SOURCE CORP | $1,662 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PLTK | PLAYTIKA HLDG CORP | $1,660 | 0.00% | 597 | -257 | -30.1% | -$715 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $1,660 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $1,652 | 0.00% | 385 | 196 | 103.7% | $841 | 加仓 |
| RZLT | REZOLUTE INC | $1,638 | 0.00% | 537 | 537 | — | $1,638 | 新建仓 |
| BFC | BANK FIRST CORP | $1,621 | 0.00% | 12 | -1 | -7.7% | -$135 | 减仓 |
| AMPL | AMPLITUDE INC | $1,617 | 0.00% | 237 | -164 | -40.9% | -$1,119 | 减仓 |
| UMH | UMH PPTYS INC | $1,617 | 0.00% | 112 | -10 | -8.2% | -$144 | 减仓 |
| ANIK | ANIKA THERAPEUTICS INC | $1,595 | 0.00% | 110 | 40 | 57.1% | $580 | 加仓 |
| BLBD | BLUE BIRD CORP | $1,591 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $1,590 | 0.00% | 59 | -8 | -11.9% | -$216 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $1,587 | 0.00% | 8 | -10 | -55.6% | -$1,984 | 减仓 |
| RGNX | REGENXBIO INC | $1,584 | 0.00% | 189 | -330 | -63.6% | -$2,766 | 减仓 |
| — | ALTSHARES TRUST | $1,584 | 0.00% | 54 | 54 | — | $1,584 | 新建仓 |
| ANGI | ANGI INC | $1,583 | 0.00% | 231 | -147 | -38.9% | -$1,007 | 重新持有 |
| UMBF | UMB FINL CORP | $1,580 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $1,575 | 0.00% | 408 | 43 | 11.8% | $166 | 加仓 |
| CPF | CENTRAL PAC FINL CORP | $1,567 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $1,564 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE | $1,552 | 0.00% | 27 | -3 | -10.0% | -$172 | 减仓 |
| HSIC | SCHEIN HENRY INC | $1,548 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $1,548 | 0.00% | 12 | 6 | 100.0% | $774 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,548 | 0.00% | 54 | 54 | — | $1,548 | 新建仓 |
| NOV | NOV INC | $1,543 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AMTB | AMERANT BANCORP INC | $1,543 | 0.00% | 70 | 6 | 9.4% | $132 | 加仓 |
| CMRE | COSTAMARE INC | $1,538 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| PRCH | PORCH GROUP INC | $1,535 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $1,532 | 0.00% | 319 | 44 | 16.0% | $211 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $1,529 | 0.00% | 11 | 9 | 450.0% | $1,251 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1,523 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | NIAGEN BIOSCIENCE INC | $1,522 | 0.00% | 345 | -162 | -32.0% | -$715 | 减仓 |
| PD | PAGERDUTY INC | $1,522 | 0.00% | 245 | 234 | 2,127.3% | $1,454 | 加仓 |
| RBRK | RUBRIK INC. | $1,519 | 0.00% | 31 | -4 | -11.4% | -$196 | 减仓 |
| ALRS | ALERUS FINL CORP | $1,518 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM HLDGS INC | $1,512 | 0.00% | 35 | 27 | 337.5% | $1,166 | 加仓 |
| PSFE | PAYSAFE LIMITED | $1,512 | 0.00% | 222 | 181 | 441.5% | $1,233 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $1,508 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,497 | 0.00% | 91 | -20 | -18.0% | -$329 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1,496 | 0.00% | 10 | -70 | -87.5% | -$1.05万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $1,496 | 0.00% | 85 | -38 | -30.9% | -$669 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,495 | 0.00% | 24 | -2 | -7.7% | -$125 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $1,492 | 0.00% | 81 | -55 | -40.4% | -$1,013 | 减仓 |
| UPWK | UPWORK INC | $1,491 | 0.00% | 136 | -81 | -37.3% | -$888 | 减仓 |
| DEO | DIAGEO PLC | $1,489 | 0.00% | 20 | -13 | -39.4% | -$968 | 减仓 |
| ARVN | ARVINAS INC | $1,484 | 0.00% | 140 | 30 | 27.3% | $318 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $1,482 | 0.00% | 6 | 3 | 100.0% | $741 | 加仓 |
| OOMA | OOMA INC | $1,470 | 0.00% | 101 | 73 | 260.7% | $1,062 | 加仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $1,468 | 0.00% | 619 | -89 | -12.6% | -$211 | 减仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $1,454 | 0.00% | 92 | 3 | 3.4% | $47 | 加仓 |
| ZYME | ZYMEWORKS INC | $1,453 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $1,451 | 0.00% | 15 | -121 | -89.0% | -$1.17万 | 减仓 |
| KFY | KORN FERRY | $1,448 | 0.00% | 23 | -3 | -11.5% | -$189 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $1,447 | 0.00% | 1,574 | -371 | -19.1% | -$341 | 减仓 |
| PTLO | PORTILLOS INC | $1,439 | 0.00% | 272 | 272 | — | $1,439 | 新建仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $1,438 | 0.00% | 114 | 100 | 714.3% | $1,261 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL | $1,436 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| RPAY | REPAY HLDGS CORP | $1,430 | 0.00% | 550 | 430 | 358.3% | $1,118 | 加仓 |
| CRVL | CORVEL CORP | $1,421 | 0.00% | 26 | 26 | — | $1,421 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $1,420 | 0.00% | 87 | -13 | -13.0% | -$212 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,412 | 0.00% | 15 | 9 | 150.0% | $847 | 加仓 |
| EGHT | 8X8 INC NEW | $1,410 | 0.00% | 849 | 121 | 16.6% | $201 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $1,410 | 0.00% | 37 | -5 | -11.9% | -$191 | 减仓 |
| SCI | SERVICE CORP INTL | $1,403 | 0.00% | 17 | -9 | -34.6% | -$743 | 减仓 |
| BIOA | BIOAGE LABS INC | $1,400 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PWP | PERELLA WEINBERG PARTNERS | $1,399 | 0.00% | 77 | 40 | 108.1% | $727 | 加仓 |
| DGII | DIGI INTL INC | $1,398 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $1,392 | 0.00% | 57 | 53 | 1,325.0% | $1,294 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,379 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RAPP | RAPPORT THERAPEUTICS INC | $1,377 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX INC | $1,371 | 0.00% | 414 | 221 | 114.5% | $732 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $1,359 | 0.00% | 61 | -353 | -85.3% | -$7,864 | 减仓 |
| DGICA | DONEGAL GROUP INC | $1,358 | 0.00% | 79 | -4 | -4.8% | -$69 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $1,357 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC | $1,351 | 0.00% | 36 | -47 | -56.6% | -$1,764 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $1,351 | 0.00% | 63 | -6 | -8.7% | -$129 | 减仓 |
| CYRX | CRYOPORT INC | $1,350 | 0.00% | 163 | 12 | 7.9% | $99 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1,349 | 0.00% | 18 | 18 | — | $1,349 | 新建仓 |
| XP | XP INC | $1,333 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,331 | 0.00% | 18 | 2 | 12.5% | $148 | 加仓 |
| OSIS | OSI SYSTEMS INC | $1,328 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GSBC | GREAT SOUTHN BANCORP INC | $1,326 | 0.00% | 21 | 0 | 0.0% | — | 不变 |