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 |
|---|---|---|---|---|---|---|---|---|
| FBNC | FIRST BANCORP N C | $1,015 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ZVRA | ZEVRA THERAPEUTICS INC | $1,007 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $1,002 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ABX | ABACUS GLOBAL MGMT INC | $1,001 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA | $998 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $980 | 0.00% | 32 | -34 | -51.5% | -$1,041 | 减仓 |
| VTEX | VTEX | $980 | 0.00% | 245 | 235 | 2,350.0% | $940 | 重新持有 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $978 | 0.00% | 88 | -7 | -7.4% | -$78 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $977 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $969 | 0.00% | 2 | 1 | 100.0% | $484 | 加仓 |
| IBCP | INDEPENDENT BK CORP MICH | $966 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $965 | 0.00% | 149 | 99 | 198.0% | $641 | 加仓 |
| MMI | MARCUS & MILLICHAP INC | $958 | 0.00% | 36 | 32 | 800.0% | $852 | 加仓 |
| OFIX | ORTHOFIX MED INC | $953 | 0.00% | 83 | 34 | 69.4% | $390 | 加仓 |
| TDAY | USA TODAY CO INC | $952 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $948 | 0.00% | 28 | 21 | 300.0% | $711 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $947 | 0.00% | 63 | -672 | -91.4% | -$1.01万 | 减仓 |
| APPF | APPFOLIO INC | $947 | 0.00% | 6 | 2 | 50.0% | $316 | 加仓 |
| GFF | GRIFFON CORP | $945 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ZIP | ZIPRECRUITER INC | $944 | 0.00% | 513 | 322 | 168.6% | $593 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $943 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $941 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP | $935 | 0.00% | 26 | -3 | -10.3% | -$108 | 减仓 |
| VCYT | VERACYTE INC | $935 | 0.00% | 29 | 29 | — | $935 | 新建仓 |
| LII | LENNOX INTL INC | $929 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $927 | 0.00% | 23 | 13 | 130.0% | $524 | 加仓 |
| TASK | TASKUS INC | $926 | 0.00% | 138 | 88 | 176.0% | $590 | 加仓 |
| SRI | STONERIDGE INC | $923 | 0.00% | 191 | -73 | -27.7% | -$353 | 减仓 |
| — | NUVALENT INC | $923 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $923 | 0.00% | 29 | 25 | 625.0% | $796 | 加仓 |
| GLNG | GOLAR LNG LTD | $920 | 0.00% | 17 | 17 | — | $920 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $919 | 0.00% | 12 | 9 | 300.0% | $689 | 加仓 |
| NMAX | NEWSMAX INC | $914 | 0.00% | 175 | 175 | — | $914 | 新建仓 |
| ATRC | ATRICURE INC | $913 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $912 | 0.00% | 11 | 3 | 37.5% | $249 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $910 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $906 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC | $906 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $902 | 0.00% | 111 | -153 | -58.0% | -$1,243 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $902 | 0.00% | 25 | -1 | -3.8% | -$36 | 减仓 |
| GTN | GRAY MEDIA INC | $899 | 0.00% | 207 | -239 | -53.6% | -$1,038 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $899 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NPB | NORTHPOINTE BANCSHARES INC. | $898 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION | $896 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | SEMRUSH HLDGS INC | $896 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $896 | 0.00% | 117 | 117 | — | $896 | 新建仓 |
| XNCR | XENCOR INC | $893 | 0.00% | 74 | 60 | 428.6% | $724 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $893 | 0.00% | 99 | 95 | 2,375.0% | $857 | 加仓 |
| VTRS | VIATRIS INC | $892 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $889 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY CO LTD | $885 | 0.00% | 228 | 15 | 7.0% | $58 | 加仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $880 | 0.00% | 46 | -11 | -19.3% | -$210 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $880 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AXIAY | CENTRAIS ELET BRAS SA | $880 | 0.00% | 78 | -4 | -4.9% | -$45 | 减仓 |
| MOG/A | MOOG INC | $878 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $874 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| BBCP | CONCRETE PUMPING HLDGS INC | $872 | 0.00% | 122 | -1 | -0.8% | -$7 | 减仓 |
| AZTA | AZENTA INC | $867 | 0.00% | 41 | -414 | -91.0% | -$8,755 | 减仓 |
| IRMD | IRADIMED CORP | $867 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $864 | 0.00% | 13 | -30 | -69.8% | -$1,994 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $864 | 0.00% | 187 | 187 | — | $864 | 新建仓 |
| NUS | NU SKIN ENTERPRISES INC | $860 | 0.00% | 118 | -79 | -40.1% | -$576 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $860 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $859 | 0.00% | 12 | -20 | -62.5% | -$1,432 | 减仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $855 | 0.00% | 36 | -15 | -29.4% | -$356 | 减仓 |
| DCO | DUCOMMUN INC DEL | $854 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $853 | 0.00% | 11 | 3 | 37.5% | $233 | 加仓 |
| ESLT | ELBIT SYS LTD | $850 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SD | SANDRIDGE ENERGY INC | $849 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $847 | 0.00% | 191 | 177 | 1,264.3% | $785 | 加仓 |
| GVA | GRANITE CONSTR INC | $842 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RYAM | RAYONIER ADVANCED MATLS INC | $842 | 0.00% | 76 | -41 | -35.0% | -$454 | 减仓 |
| CEVA | CEVA INC | $841 | 0.00% | 45 | 45 | — | $841 | 新建仓 |
| DXPE | DXP ENTERPRISES INC | $839 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CASS | CASS INFORMATION SYS INC | $837 | 0.00% | 19 | 8 | 72.7% | $352 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $824 | 0.00% | 37 | 26 | 236.4% | $579 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $822 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $821 | 0.00% | 332 | 188 | 130.6% | $465 | 加仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $820 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PFBC | PREFERRED BK LOS ANGELES CA | $817 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $817 | 0.00% | 5 | -2 | -28.6% | -$327 | 重新持有 |
| BATRK | ATLANTA BRAVES HLDGS INC | $812 | 0.00% | 19 | -2 | -9.5% | -$85 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $811 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| NECB | NORTHEAST CMNTY BANCORP INC | $810 | 0.00% | 34 | 1 | 3.0% | $24 | 加仓 |
| RDDT | REDDIT INC | $808 | 0.00% | 6 | -24 | -80.0% | -$3,232 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $807 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $805 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $801 | 0.00% | 11 | 4 | 57.1% | $291 | 加仓 |
| SHOE | SHOE CARNIVAL INC | $796 | 0.00% | 51 | -111 | -68.5% | -$1,732 | 重新持有 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $790 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $790 | 0.00% | 55 | 43 | 358.3% | $618 | 重新持有 |
| WT | WISDOMTREE INC | $787 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PBYI | PUMA BIOTECHNOLOGY INC | $786 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $784 | 0.00% | 7 | -32 | -82.1% | -$3,584 | 减仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $777 | 0.00% | 11 | -2 | -15.4% | -$141 | 减仓 |
| QXO | QXO INC | $777 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BVS | BIOVENTUS INC | $777 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC | $772 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $768 | 0.00% | 54 | 18 | 50.0% | $256 | 重新持有 |
| FSUN | FIRSTSUN CAP BANCORP | $766 | 0.00% | 21 | 0 | 0.0% | — | 不变 |