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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | $2,486 | 0.00% | 17 | 3 | 21.4% | $439 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $2,471 | 0.00% | 33 | -19 | -36.5% | -$1,423 | 减仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $2,470 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $2,470 | 0.00% | 95 | -2 | -2.1% | -$52 | 减仓 |
| UMH | UMH PPTYS INC | $2,468 | 0.00% | 163 | 51 | 45.5% | $772 | 加仓 |
| VVX | V2X INC | $2,461 | 0.00% | 33 | 8 | 32.0% | $597 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $2,460 | 0.00% | 287 | 115 | 66.9% | $986 | 加仓 |
| COUR | COURSERA INC | $2,454 | 0.00% | 435 | -543 | -55.5% | -$3,063 | 减仓 |
| OFIX | ORTHOFIX MED INC | $2,450 | 0.00% | 268 | 185 | 222.9% | $1,691 | 加仓 |
| CCJ | CAMECO CORP | $2,445 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $2,433 | 0.00% | 75 | -15 | -16.7% | -$487 | 减仓 |
| GPRE | GREEN PLAINS INC | $2,431 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| ZIP | ZIPRECRUITER INC | $2,430 | 0.00% | 648 | 135 | 26.3% | $506 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $2,422 | 0.00% | 99 | 68 | 219.4% | $1,664 | 加仓 |
| FLNG | FLEX LNG LTD | $2,414 | 0.00% | 86 | 68 | 377.8% | $1,909 | 加仓 |
| MMI | MARCUS & MILLICHAP INC | $2,401 | 0.00% | 77 | 41 | 113.9% | $1,278 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $2,392 | 0.00% | 57 | 57 | — | $2,392 | 新建仓 |
| RDW | REDWIRE CORPORATION | $2,385 | 0.00% | 195 | 181 | 1,292.9% | $2,214 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $2,379 | 0.00% | 54 | -28 | -34.1% | -$1,234 | 减仓 |
| STBA | S & T BANCORP INC | $2,356 | 0.00% | 48 | -13 | -21.3% | -$638 | 减仓 |
| TRN | TRINITY INDS INC | $2,352 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $2,347 | 0.00% | 222 | -120 | -35.1% | -$1,269 | 减仓 |
| HBNC | HORIZON BANCORP IND | $2,338 | 0.00% | 117 | 2 | 1.7% | $40 | 加仓 |
| HPK | HIGHPEAK ENERGY INC | $2,335 | 0.00% | 334 | 155 | 86.6% | $1,084 | 加仓 |
| OMDA | OMADA HEALTH INC | $2,327 | 0.00% | 106 | -76 | -41.8% | -$1,668 | 减仓 |
| IIIN | INSTEEL INDS INC | $2,326 | 0.00% | 77 | -41 | -34.7% | -$1,239 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $2,321 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $2,310 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $2,304 | 0.00% | 102 | 73 | 251.7% | $1,649 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $2,299 | 0.00% | 128 | -55 | -30.1% | -$988 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $2,287 | 0.00% | 47 | 47 | — | $2,287 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $2,279 | 0.00% | 36 | -117 | -76.5% | -$7,407 | 减仓 |
| OI | O-I GLASS INC | $2,273 | 0.00% | 236 | -13 | -5.2% | -$125 | 重新持有 |
| DNLI | DENALI THERAPEUTICS INC | $2,264 | 0.00% | 88 | 31 | 54.4% | $798 | 加仓 |
| CYRX | CRYOPORT INC | $2,261 | 0.00% | 144 | -19 | -11.7% | -$298 | 减仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $2,260 | 0.00% | 307 | 283 | 1,179.2% | $2,083 | 加仓 |
| ZG | ZILLOW GROUP INC | $2,259 | 0.00% | 72 | 70 | 3,500.0% | $2,196 | 加仓 |
| ESRT | EMPIRE ST RLTY TR INC | $2,256 | 0.00% | 417 | 214 | 105.4% | $1,158 | 加仓 |
| TRST | TRUSTCO BK CORP N Y | $2,252 | 0.00% | 41 | -13 | -24.1% | -$714 | 减仓 |
| GH | GUARDANT HEALTH INC | $2,251 | 0.00% | 15 | 4 | 36.4% | $600 | 加仓 |
| RXST | RXSIGHT INC | $2,251 | 0.00% | 467 | 343 | 276.6% | $1,653 | 加仓 |
| BTBT | BIT DIGITAL INC | $2,247 | 0.00% | 1,248 | 1,248 | — | $2,247 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $2,243 | 0.00% | 4 | -1 | -20.0% | -$561 | 减仓 |
| CNX | CNX RES CORP | $2,240 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $2,237 | 0.00% | 51 | -8 | -13.6% | -$351 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $2,236 | 0.00% | 146 | -27 | -15.6% | -$414 | 减仓 |
| OEC | ORION S.A. | $2,228 | 0.00% | 336 | 179 | 114.0% | $1,187 | 加仓 |
| CMCL | CALEDONIA MNG CORP | $2,216 | 0.00% | 116 | 13 | 12.6% | $248 | 加仓 |
| ALRS | ALERUS FINL CORP | $2,209 | 0.00% | 71 | 7 | 10.9% | $218 | 加仓 |
| KRT | KARAT PACKAGING INC | $2,209 | 0.00% | 66 | 25 | 61.0% | $837 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $2,207 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $2,191 | 0.00% | 188 | -20 | -9.6% | -$233 | 减仓 |
| WD | WALKER & DUNLOP INC | $2,188 | 0.00% | 40 | 2 | 5.3% | $109 | 加仓 |
| RPC | RIDGEPOST CAP INC | $2,188 | 0.00% | 278 | 127 | 84.1% | $1,000 | 加仓 |
| CAC | CAMDEN NATL CORP | $2,169 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $2,166 | 0.00% | 265 | 39 | 17.3% | $319 | 加仓 |
| AIN | ALBANY INTL CORP | $2,161 | 0.00% | 29 | 29 | — | $2,161 | 新建仓 |
| PSO | PEARSON PLC | $2,146 | 0.00% | 135 | 8 | 6.3% | $127 | 加仓 |
| PRG | PROG HOLDINGS INC | $2,145 | 0.00% | 46 | -24 | -34.3% | -$1,119 | 减仓 |
| MOD | MODINE MFG CO | $2,137 | 0.00% | 8 | -2 | -20.0% | -$534 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $2,134 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $2,132 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | TRAEGER INC | $2,129 | 0.00% | 27 | 27 | — | $2,129 | 新建仓 |
| CABO | CABLE ONE INC | $2,125 | 0.00% | 40 | 14 | 53.8% | $744 | 加仓 |
| PLTK | PLAYTIKA HLDG CORP | $2,121 | 0.00% | 570 | -27 | -4.5% | -$100 | 减仓 |
| MDU | MDU RES GROUP INC | $2,121 | 0.00% | 100 | 100 | — | $2,121 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,117 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| JPME | J P MORGAN EXCHANGE TRADED F | $2,112 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2,107 | 0.00% | 8 | -105 | -92.9% | -$2.77万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $2,099 | 0.00% | 113 | 10 | 9.7% | $186 | 加仓 |
| LKFN | LAKELAND FINL CORP | $2,099 | 0.00% | 34 | 28 | 466.7% | $1,729 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $2,098 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2,084 | 0.00% | 13 | -4 | -23.5% | -$641 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $2,081 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $2,079 | 0.00% | 54 | -74 | -57.8% | -$2,849 | 减仓 |
| ANIK | ANIKA THERAPEUTICS INC | $2,078 | 0.00% | 142 | 32 | 29.1% | $468 | 加仓 |
| XNCR | XENCOR INC | $2,077 | 0.00% | 129 | 55 | 74.3% | $886 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $2,077 | 0.00% | 63 | 52 | 472.7% | $1,714 | 加仓 |
| UDR | UDR INC | $2,076 | 0.00% | 52 | 52 | — | $2,076 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2,074 | 0.00% | 1 | -1 | -50.0% | -$2,074 | 减仓 |
| IBEX | IBEX LTD | $2,066 | 0.00% | 68 | 20 | 41.7% | $608 | 加仓 |
| OOMA | OOMA INC | $2,057 | 0.00% | 107 | 6 | 5.9% | $115 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $2,051 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $2,050 | 0.00% | 26 | 26 | — | $2,050 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $2,042 | 0.00% | 55 | -13 | -19.1% | -$483 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $2,033 | 0.00% | 84 | -7 | -7.7% | -$169 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $2,026 | 0.00% | 8 | 2 | 33.3% | $506 | 加仓 |
| — | BEYOND MEAT INC | $2,022 | 0.00% | 2,696 | 881 | 48.5% | $661 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $2,020 | 0.00% | 44 | -21 | -32.3% | -$964 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $2,019 | 0.00% | 19 | 10 | 111.1% | $1,063 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $2,014 | 0.00% | 26 | -1 | -3.7% | -$77 | 减仓 |
| TPLC | TIMOTHY PLAN | $2,012 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $2,002 | 0.00% | 72 | 52 | 260.0% | $1,446 | 加仓 |
| UMBF | UMB FINL CORP | $1,999 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RAMP | LIVERAMP HLDGS INC | $1,995 | 0.00% | 53 | -191 | -78.3% | -$7,190 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1,974 | 0.00% | 51 | 51 | — | $1,974 | 新建仓 |
| LAND | GLADSTONE LD CORP | $1,971 | 0.00% | 231 | 172 | 291.5% | $1,468 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $1,969 | 0.00% | 45 | -12 | -21.1% | -$525 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $1,968 | 0.00% | 9 | -70 | -88.6% | -$1.53万 | 减仓 |
| BIOA | BIOAGE LABS INC | $1,961 | 0.00% | 80 | 0 | 0.0% | — | 不变 |