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 |
|---|---|---|---|---|---|---|---|---|
| PUBM | PUBMATIC INC | $1,317 | 0.00% | 161 | 161 | — | $1,317 | 新建仓 |
| FVR | FRONTVIEW REIT INC | $1,315 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| LNN | LINDSAY CORP | $1,310 | 0.00% | 11 | 2 | 22.2% | $238 | 加仓 |
| TAL | TAL ED GROUP | $1,308 | 0.00% | 115 | 47 | 69.1% | $535 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $1,303 | 0.00% | 19 | -7 | -26.9% | -$480 | 减仓 |
| TPB | TURNING PT BRANDS INC | $1,302 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CTRN | CITI TRENDS INC | $1,300 | 0.00% | 30 | 4 | 15.4% | $173 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC | $1,298 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1,296 | 0.00% | 16 | 2 | 14.3% | $162 | 加仓 |
| MYE | MYERS INDS INC | $1,292 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| IBEX | IBEX LTD | $1,288 | 0.00% | 48 | 38 | 380.0% | $1,020 | 加仓 |
| AS | AMER SPORTS INC | $1,284 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| DBD | DIEBOLD NIXDORF INC | $1,283 | 0.00% | 17 | -1 | -5.6% | -$75 | 减仓 |
| CARE | CARTER BANKSHARES INC | $1,283 | 0.00% | 55 | 1 | 1.9% | $23 | 加仓 |
| IR | INGERSOLL RAND INC | $1,282 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC | $1,276 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $1,275 | 0.00% | 593 | 30 | 5.3% | $65 | 加仓 |
| — | BEYOND MEAT INC | $1,274 | 0.00% | 1,815 | 1,815 | — | $1,274 | 新建仓 |
| HBCP | HOMEBANCORP INC | $1,273 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1,272 | 0.00% | 137 | 137 | — | $1,272 | 新建仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $1,269 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $1,269 | 0.00% | 783 | 757 | 2,911.5% | $1,227 | 重新持有 |
| INN | SUMMIT HOTEL PPTYS | $1,265 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| GHM | GRAHAM CORP | $1,263 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| JBS | JBS N.V. | $1,258 | 0.00% | 70 | 21 | 42.9% | $377 | 重新持有 |
| KSS | KOHLS CORP | $1,252 | 0.00% | 97 | -5 | -4.9% | -$65 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $1,250 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HPK | HIGHPEAK ENERGY INC | $1,236 | 0.00% | 179 | 179 | — | $1,236 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $1,229 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ORRF | ORRSTOWN FINL SVCS INC | $1,227 | 0.00% | 34 | -2 | -5.6% | -$72 | 减仓 |
| ONON | ON HLDG AG | $1,225 | 0.00% | 36 | -1 | -2.7% | -$34 | 减仓 |
| DBI | DESIGNER BRANDS INC | $1,224 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $1,224 | 0.00% | 55 | 7 | 14.6% | $156 | 加仓 |
| — | BCB BANCORP INC | $1,213 | 0.00% | 135 | -59 | -30.4% | -$530 | 减仓 |
| PSMT | PRICESMART INC | $1,204 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DOLE | DOLE PLC | $1,201 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $1,197 | 0.00% | 102 | 3 | 3.0% | $35 | 加仓 |
| GCMG | GCM GROSVENOR INC | $1,196 | 0.00% | 122 | 49 | 67.1% | $480 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $1,195 | 0.00% | 29 | -1 | -3.3% | -$41 | 减仓 |
| — | SERVICE PPTYS TR | $1,193 | 0.00% | 880 | 317 | 56.3% | $430 | 加仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $1,187 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TALO | TALOS ENERGY INC | $1,182 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR | $1,173 | 0.00% | 149 | 22 | 17.3% | $173 | 加仓 |
| WSBF | WATERSTONE FINL INC MD | $1,172 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $1,172 | 0.00% | 15 | 11 | 275.0% | $859 | 加仓 |
| — | ARCOSA INC | $1,168 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BBSI | BARRETT BUSINESS SVCS INC | $1,168 | 0.00% | 40 | 40 | — | $1,168 | 新建仓 |
| ARHS | ARHAUS INC | $1,167 | 0.00% | 172 | 95 | 123.4% | $645 | 加仓 |
| CYTK | CYTOKINETICS INC | $1,166 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $1,163 | 0.00% | 285 | 279 | 4,650.0% | $1,139 | 重新持有 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $1,161 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BANC | BANC OF CALIFORNIA INC | $1,161 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $1,160 | 0.00% | 12 | 11 | 1,100.0% | $1,063 | 重新持有 |
| — | AMES NATL CORP | $1,158 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| AMCX | AMC NETWORKS INC | $1,148 | 0.00% | 169 | 48 | 39.7% | $326 | 加仓 |
| KRT | KARAT PACKAGING INC | $1,145 | 0.00% | 41 | 18 | 78.3% | $503 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $1,138 | 0.00% | 92 | 89 | 2,966.7% | $1,101 | 重新持有 |
| EXP | EAGLE MATLS INC | $1,137 | 0.00% | 6 | -25 | -80.6% | -$4,738 | 减仓 |
| MPTI | M-TRON INDS INC | $1,137 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HZO | MARINEMAX INC | $1,137 | 0.00% | 42 | 33 | 366.7% | $893 | 重新持有 |
| GIII | G III APPAREL GROUP LTD | $1,136 | 0.00% | 41 | -24 | -36.9% | -$665 | 减仓 |
| HSHP | HIMALAYA SHIPPING LTD | $1,131 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC | $1,129 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $1,128 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $1,127 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| LXFR | LUXFER HLDGS PLC | $1,121 | 0.00% | 92 | 20 | 27.8% | $244 | 加仓 |
| KRRO | KORRO BIO INC | $1,121 | 0.00% | 99 | 80 | 421.1% | $906 | 重新持有 |
| SMCI | SUPER MICRO COMPUTER INC | $1,116 | 0.00% | 49 | 18 | 58.1% | $410 | 加仓 |
| TXNM | TXNM ENERGY INC | $1,111 | 0.00% | 19 | 19 | — | $1,111 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $1,108 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| ZUMZ | ZUMIEZ INC | $1,108 | 0.00% | 50 | 4 | 8.7% | $89 | 加仓 |
| SITC | SITE CTRS CORP | $1,107 | 0.00% | 205 | -192 | -48.4% | -$1,037 | 减仓 |
| INTA | INTAPP INC | $1,105 | 0.00% | 43 | -74 | -63.2% | -$1,902 | 减仓 |
| III | INFORMATION SVCS GROUP INC | $1,103 | 0.00% | 287 | 68 | 31.1% | $261 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $1,101 | 0.00% | 73 | -8 | -9.9% | -$121 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,100 | 0.00% | 12 | 7 | 140.0% | $642 | 重新持有 |
| RPC | RIDGEPOST CAP INC | $1,097 | 0.00% | 151 | 133 | 738.9% | $966 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $1,095 | 0.00% | 57 | 1 | 1.8% | $19 | 加仓 |
| AIR | AAR CORP | $1,095 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1,092 | 0.00% | 3 | 1 | 50.0% | $364 | 加仓 |
| — | KALVISTA PHARMACEUTICALS INC | $1,088 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED | $1,085 | 0.00% | 81 | 41 | 102.5% | $549 | 重新持有 |
| PRLB | PROTO LABS INC | $1,084 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $1,083 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TRC | TEJON RANCH CO | $1,074 | 0.00% | 57 | -6 | -9.5% | -$113 | 减仓 |
| ADC | AGREE RLTY CORP | $1,056 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $1,056 | 0.00% | 203 | 203 | — | $1,056 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $1,054 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED | $1,054 | 0.00% | 134 | 118 | 737.5% | $928 | 加仓 |
| SNEX | STONEX GROUP INC | $1,049 | 0.00% | 13 | 4 | 44.4% | $323 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,047 | 0.00% | 47 | -47 | -50.0% | -$1,047 | 减仓 |
| SHBI | SHORE BANCSHARES INC | $1,047 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $1,044 | 0.00% | 19 | 12 | 171.4% | $659 | 重新持有 |
| CTBI | COMMUNITY TR BANCORP INC | $1,033 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $1,033 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $1,029 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| KODK | EASTMAN KODAK CO | $1,023 | 0.00% | 113 | 26 | 29.9% | $235 | 加仓 |
| OEC | ORION S.A. | $1,021 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $1,017 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HLF | HERBALIFE LTD | $1,016 | 0.00% | 69 | 34 | 97.1% | $501 | 加仓 |