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 |
|---|---|---|---|---|---|---|---|---|
| SRCE | 1ST SOURCE CORP | $1,958 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SVV | SAVERS VALUE VLG INC | $1,958 | 0.00% | 194 | 148 | 321.7% | $1,494 | 加仓 |
| BRZE | BRAZE INC | $1,953 | 0.00% | 90 | -75 | -45.5% | -$1,628 | 减仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $1,947 | 0.00% | 494 | 462 | 1,443.8% | $1,821 | 加仓 |
| MMS | MAXIMUS INC | $1,936 | 0.00% | 36 | -84 | -70.0% | -$4,517 | 减仓 |
| UTMD | UTAH MED PRODS INC | $1,932 | 0.00% | 28 | -2 | -6.7% | -$138 | 减仓 |
| BXC | BLUELINX HLDGS INC | $1,919 | 0.00% | 31 | 18 | 138.5% | $1,114 | 加仓 |
| — | TILRAY BRANDS INC | $1,913 | 0.00% | 426 | 277 | 185.9% | $1,244 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $1,908 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,902 | 0.00% | 18 | 3 | 20.0% | $317 | 加仓 |
| PLAB | PHOTRONICS INC | $1,887 | 0.00% | 58 | -5 | -7.9% | -$163 | 减仓 |
| CPF | CENTRAL PAC FINL CORP | $1,872 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR | $1,866 | 0.00% | 141 | -8 | -5.4% | -$106 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1,853 | 0.00% | 359 | -2,535 | -87.6% | -$1.31万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $1,850 | 0.00% | 22 | -6 | -21.4% | -$505 | 减仓 |
| UIS | UNISYS CORP | $1,849 | 0.00% | 505 | 448 | 786.0% | $1,640 | 加仓 |
| NVAX | NOVAVAX INC | $1,847 | 0.00% | 196 | 187 | 2,077.8% | $1,762 | 加仓 |
| ECVT | ECOVYST INC | $1,843 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC | $1,840 | 0.00% | 39 | -6 | -13.3% | -$283 | 减仓 |
| — | SIMULATIONS PLUS INC | $1,831 | 0.00% | 100 | 47 | 88.7% | $861 | 加仓 |
| BIDU | BAIDU INC | $1,829 | 0.00% | 16 | -4 | -20.0% | -$457 | 减仓 |
| WTI | W & T OFFSHORE INC | $1,827 | 0.00% | 580 | 539 | 1,314.6% | $1,698 | 加仓 |
| NKTX | NKARTA INC | $1,823 | 0.00% | 644 | 518 | 411.1% | $1,466 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1,816 | 0.00% | 20 | 2 | 11.1% | $182 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $1,815 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES IN | $1,814 | 0.00% | 59 | -7 | -10.6% | -$215 | 减仓 |
| INSM | INSMED INC | $1,813 | 0.00% | 17 | -9 | -34.6% | -$960 | 减仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $1,812 | 0.00% | 327 | 194 | 145.9% | $1,075 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $1,810 | 0.00% | 16 | 12 | 300.0% | $1,358 | 加仓 |
| ROG | ROGERS CORP | $1,802 | 0.00% | 11 | -9 | -45.0% | -$1,474 | 减仓 |
| CODI | COMPASS DIVERSIFIED | $1,802 | 0.00% | 169 | 35 | 26.1% | $373 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $1,800 | 0.00% | 36 | -3 | -7.7% | -$150 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $1,795 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $1,791 | 0.00% | 258 | 258 | — | $1,791 | 新建仓 |
| LXFR | LUXFER HLDGS PLC | $1,786 | 0.00% | 99 | 7 | 7.6% | $126 | 加仓 |
| PTLO | PORTILLOS INC | $1,769 | 0.00% | 373 | 101 | 37.1% | $479 | 加仓 |
| NMIH | NMI HLDGS INC | $1,767 | 0.00% | 43 | 7 | 19.4% | $288 | 加仓 |
| IONQ | IONQ INC | $1,758 | 0.00% | 33 | 15 | 83.3% | $799 | 加仓 |
| CNDT | CONDUENT INC | $1,748 | 0.00% | 1,197 | 874 | 270.6% | $1,276 | 加仓 |
| CDE | COEUR MNG INC | $1,747 | 0.00% | 107 | 73 | 214.7% | $1,192 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,746 | 0.00% | 177 | 78 | 78.8% | $769 | 加仓 |
| KN | KNOWLES CORP | $1,743 | 0.00% | 42 | -45 | -51.7% | -$1,868 | 减仓 |
| ALEC | ALECTOR INC | $1,743 | 0.00% | 867 | 274 | 46.2% | $551 | 加仓 |
| PSFE | PAYSAFE LIMITED | $1,741 | 0.00% | 233 | 11 | 5.0% | $82 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $1,736 | 0.00% | 162 | 136 | 523.1% | $1,457 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,730 | 0.00% | 67 | 67 | — | $1,730 | 新建仓 |
| AMCX | AMC GLOBAL MEDIA INC | $1,727 | 0.00% | 173 | 4 | 2.4% | $40 | 加仓 |
| JACK | JACK IN THE BOX INC | $1,724 | 0.00% | 109 | -328 | -75.1% | -$5,188 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $1,720 | 0.00% | 20 | 1 | 5.3% | $86 | 加仓 |
| FVR | FRONTVIEW REIT INC | $1,720 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $1,719 | 0.00% | 491 | 83 | 20.3% | $291 | 加仓 |
| KSS | KOHLS CORP | $1,719 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $1,719 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KROS | KEROS THERAPEUTICS INC | $1,712 | 0.00% | 160 | 145 | 966.7% | $1,552 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $1,711 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CALY | CALLAWAY GOLF CO | $1,710 | 0.00% | 91 | -43 | -32.1% | -$808 | 减仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $1,709 | 0.00% | 41 | -3 | -6.8% | -$125 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $1,705 | 0.00% | 33 | -11 | -25.0% | -$568 | 减仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $1,701 | 0.00% | 253 | 192 | 314.8% | $1,291 | 加仓 |
| — | OMEGA FLEX INC | $1,696 | 0.00% | 54 | -10 | -15.6% | -$314 | 减仓 |
| MOG/A | MOOG INC | $1,696 | 0.00% | 4 | 1 | 33.3% | $424 | 加仓 |
| XPER | XPERI INC | $1,688 | 0.00% | 205 | 115 | 127.8% | $947 | 加仓 |
| MPTI | M-TRON INDS INC | $1,686 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $1,685 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $1,684 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $1,667 | 0.00% | 78 | 15 | 23.8% | $321 | 加仓 |
| SLVM | SYLVAMO CORP | $1,664 | 0.00% | 44 | 33 | 300.0% | $1,248 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $1,664 | 0.00% | 400 | 400 | — | $1,664 | 新建仓 |
| HAPN | HAPPEN INC | $1,660 | 0.00% | 80 | -60 | -42.9% | -$1,245 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $1,658 | 0.00% | 51 | -7 | -12.1% | -$228 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,653 | 0.00% | 23 | -1 | -4.2% | -$72 | 减仓 |
| FSLR | FIRST SOLAR INC | $1,652 | 0.00% | 7 | -27 | -79.4% | -$6,372 | 减仓 |
| DGII | DIGI INTL INC | $1,649 | 0.00% | 22 | -7 | -24.1% | -$525 | 减仓 |
| KMT | KENNAMETAL INC | $1,648 | 0.00% | 47 | 30 | 176.5% | $1,052 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $1,647 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $1,642 | 0.00% | 59 | -125 | -67.9% | -$3,479 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $1,639 | 0.00% | 181 | -418 | -69.8% | -$3,785 | 减仓 |
| WIX | WIX COM LTD | $1,634 | 0.00% | 36 | 13 | 56.5% | $590 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,629 | 0.00% | 26 | -72 | -73.5% | -$4,511 | 减仓 |
| TECH | BIO-TECHNE CORP | $1,625 | 0.00% | 23 | -309 | -93.1% | -$2.18万 | 减仓 |
| DC | DAKOTA GOLD CORP | $1,624 | 0.00% | 381 | -34 | -8.2% | -$145 | 减仓 |
| VTEX | VTEX | $1,624 | 0.00% | 406 | 161 | 65.7% | $644 | 加仓 |
| CMP | COMPASS MINERALS INTL INC | $1,619 | 0.00% | 52 | 52 | — | $1,619 | 新建仓 |
| ANNX | ANNEXON INC | $1,616 | 0.00% | 283 | -39 | -12.1% | -$223 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,611 | 0.00% | 8 | 4 | 100.0% | $806 | 加仓 |
| RNGR | RANGER ENERGY SVCS INC | $1,601 | 0.00% | 100 | -7 | -6.5% | -$112 | 减仓 |
| — | ALTSHARES TRUST | $1,601 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $1,601 | 0.00% | 110 | 110 | — | $1,601 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $1,598 | 0.00% | 56 | 47 | 522.2% | $1,341 | 重新持有 |
| UTZ | UTZ BRANDS INC | $1,594 | 0.00% | 207 | 156 | 305.9% | $1,201 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $1,593 | 0.00% | 39 | 5 | 14.7% | $204 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $1,588 | 0.00% | 87 | 44 | 102.3% | $803 | 加仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $1,588 | 0.00% | 238 | 217 | 1,033.3% | $1,448 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $1,585 | 0.00% | 118 | 94 | 391.7% | $1,263 | 加仓 |
| SBGI | SINCLAIR INC | $1,582 | 0.00% | 111 | 58 | 109.4% | $827 | 加仓 |
| — | SANARA MEDTECH INC | $1,581 | 0.00% | 67 | 48 | 252.6% | $1,133 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $1,581 | 0.00% | 49 | 43 | 716.7% | $1,387 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $1,580 | 0.00% | 11 | 5 | 83.3% | $718 | 加仓 |
| ZD | ZIFF DAVIS INC | $1,572 | 0.00% | 30 | -162 | -84.4% | -$8,489 | 减仓 |
| NWS | NEWS CORP NEW | $1,572 | 0.00% | 56 | 35 | 166.7% | $982 | 加仓 |