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 |
|---|---|---|---|---|---|---|---|---|
| FISI | FINANCIAL INSTITUTIONS INC | $1,559 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AMTB | AMERANT BANCORP INC | $1,557 | 0.00% | 61 | -9 | -12.9% | -$230 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $1,556 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ARDT | ARDENT HEALTH INC | $1,555 | 0.00% | 158 | 102 | 182.1% | $1,004 | 加仓 |
| TLS | TELOS CORP MD | $1,551 | 0.00% | 337 | 168 | 99.4% | $773 | 加仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $1,549 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $1,544 | 0.00% | 38 | -673 | -94.7% | -$2.73万 | 减仓 |
| SPSC | SPS COMM INC | $1,544 | 0.00% | 27 | -6 | -18.2% | -$343 | 减仓 |
| SNEX | STONEX GROUP INC | $1,541 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $1,538 | 0.00% | 4 | 2 | 100.0% | $769 | 加仓 |
| — | INOGEN INC | $1,536 | 0.00% | 238 | 150 | 170.5% | $968 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,534 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $1,534 | 0.00% | 27 | 8 | 42.1% | $455 | 加仓 |
| SG | SWEETGREEN INC | $1,533 | 0.00% | 174 | 129 | 286.7% | $1,137 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $1,527 | 0.00% | 18 | -1 | -5.3% | -$85 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $1,519 | 0.00% | 15 | 9 | 150.0% | $911 | 加仓 |
| ESLT | ELBIT SYS LTD | $1,518 | 0.00% | 2 | 1 | 100.0% | $759 | 加仓 |
| ZYME | ZYMEWORKS INC | $1,517 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CENTA | CENTRAL GARDEN & PET CO | $1,513 | 0.00% | 39 | -22 | -36.1% | -$853 | 减仓 |
| CMRC | COMMERCE.COM INC | $1,513 | 0.00% | 511 | 265 | 107.7% | $785 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $1,505 | 0.00% | 21 | -9 | -30.0% | -$645 | 减仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $1,493 | 0.00% | 64 | -28 | -30.4% | -$653 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,489 | 0.00% | 40 | 25 | 166.7% | $931 | 加仓 |
| BFC | BANK FIRST CORP | $1,484 | 0.00% | 10 | -2 | -16.7% | -$297 | 减仓 |
| MYE | MYERS INDS INC | $1,484 | 0.00% | 42 | -19 | -31.1% | -$671 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $1,482 | 0.00% | 60 | -21 | -25.9% | -$519 | 减仓 |
| BTU | PEABODY ENGR CORP | $1,480 | 0.00% | 64 | -21 | -24.7% | -$486 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $1,474 | 0.00% | 61 | 38 | 165.2% | $918 | 加仓 |
| DOCS | DOXIMITY INC | $1,473 | 0.00% | 71 | -250 | -77.9% | -$5,187 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $1,467 | 0.00% | 18 | -6 | -25.0% | -$489 | 减仓 |
| HTHT | H WORLD GROUP LTD | $1,461 | 0.00% | 35 | -12 | -25.5% | -$501 | 减仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $1,461 | 0.00% | 6,338 | 5,878 | 1,277.8% | $1,355 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $1,458 | 0.00% | 191 | 191 | — | $1,458 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $1,457 | 0.00% | 15 | 9 | 150.0% | $874 | 加仓 |
| DGICA | DONEGAL GROUP INC | $1,453 | 0.00% | 77 | -2 | -2.5% | -$38 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $1,453 | 0.00% | 23 | 1 | 4.5% | $63 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $1,452 | 0.00% | 80 | 80 | — | $1,452 | 新建仓 |
| CYTK | CYTOKINETICS INC | $1,449 | 0.00% | 17 | -1 | -5.6% | -$85 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $1,441 | 0.00% | 50 | -45 | -47.4% | -$1,297 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1,441 | 0.00% | 131 | 29 | 28.4% | $319 | 加仓 |
| LAW | CS DISCO INC | $1,441 | 0.00% | 381 | 202 | 112.8% | $764 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1,441 | 0.00% | 74 | 74 | — | $1,441 | 新建仓 |
| HBCP | HOMEBANCORP INC | $1,439 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $1,432 | 0.00% | 10 | -221 | -95.7% | -$3.16万 | 减仓 |
| ONIT | ONITY GROUP INC | $1,431 | 0.00% | 36 | 27 | 300.0% | $1,073 | 加仓 |
| AIR | AAR CORP | $1,430 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $1,430 | 0.00% | 98 | 88 | 880.0% | $1,284 | 重新持有 |
| HLIO | HELIOS TECHNOLOGIES INC | $1,428 | 0.00% | 16 | 2 | 14.3% | $178 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $1,428 | 0.00% | 58 | 58 | — | $1,428 | 新建仓 |
| ARHS | ARHAUS INC | $1,423 | 0.00% | 169 | -3 | -1.7% | -$25 | 减仓 |
| AS | AMER SPORTS INC | $1,422 | 0.00% | 42 | 3 | 7.7% | $102 | 加仓 |
| CVBF | CVB FINL CORP | $1,421 | 0.00% | 63 | 40 | 173.9% | $902 | 加仓 |
| MDLN | MEDLINE INC | $1,420 | 0.00% | 36 | 36 | — | $1,420 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $1,410 | 0.00% | 166 | -67 | -28.8% | -$569 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $1,406 | 0.00% | 110 | -74 | -40.2% | -$946 | 减仓 |
| FIGS | FIGS INC | $1,402 | 0.00% | 137 | -12 | -8.1% | -$123 | 减仓 |
| CARG | CARGURUS INC | $1,398 | 0.00% | 41 | -42 | -50.6% | -$1,432 | 减仓 |
| SSL | SASOL LTD | $1,385 | 0.00% | 141 | -29 | -17.1% | -$285 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $1,383 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $1,382 | 0.00% | 307 | -12 | -3.8% | -$54 | 减仓 |
| NEWT | NEWTEKONE INC | $1,378 | 0.00% | 93 | 50 | 116.3% | $741 | 加仓 |
| WNC | WABASH NATL CORP | $1,377 | 0.00% | 102 | 16 | 18.6% | $216 | 加仓 |
| JD | JD.COM INC | $1,376 | 0.00% | 54 | -78 | -59.1% | -$1,988 | 减仓 |
| — | BCB BANCORP INC | $1,373 | 0.00% | 128 | -7 | -5.2% | -$75 | 减仓 |
| RES | RPC INC | $1,371 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $1,369 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP | $1,352 | 0.00% | 115 | 115 | — | $1,352 | 新建仓 |
| CSR | CENTERSPACE | $1,349 | 0.00% | 24 | -3 | -11.1% | -$169 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $1,349 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WSBF | WATERSTONE FINL INC MD | $1,348 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | EXPENSIFY INC | $1,347 | 0.00% | 752 | 718 | 2,111.8% | $1,286 | 加仓 |
| GDRX | GOODRX HLDGS INC | $1,340 | 0.00% | 465 | 395 | 564.3% | $1,138 | 加仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $1,336 | 0.00% | 35 | -1 | -2.8% | -$38 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $1,335 | 0.00% | 412 | 80 | 24.1% | $259 | 加仓 |
| DCTH | DELCATH SYS INC | $1,335 | 0.00% | 106 | 106 | — | $1,335 | 新建仓 |
| NNI | NELNET INC | $1,334 | 0.00% | 10 | -2 | -16.7% | -$267 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1,334 | 0.00% | 9 | -9 | -50.0% | -$1,334 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,333 | 0.00% | 17 | -1 | -5.6% | -$78 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $1,326 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | THE REAL BROKERAGE INC | $1,318 | 0.00% | 724 | 710 | 5,071.4% | $1,293 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $1,299 | 0.00% | 27 | -2 | -6.9% | -$96 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $1,293 | 0.00% | 71 | 17 | 31.5% | $310 | 加仓 |
| — | EVE HLDG INC | $1,293 | 0.00% | 515 | 460 | 836.4% | $1,155 | 加仓 |
| SCI | SERVICE CORP INTL | $1,292 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $1,288 | 0.00% | 18 | 10 | 125.0% | $716 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $1,286 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TPB | TURNING PT BRANDS INC | $1,273 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LENZ | LENZ THERAPEUTICS INC | $1,273 | 0.00% | 224 | 176 | 366.7% | $1,000 | 加仓 |
| TIPT | TIPTREE INC | $1,273 | 0.00% | 71 | 61 | 610.0% | $1,094 | 加仓 |
| — | CARTESIAN THERAPEUTICS INC | $1,272 | 0.00% | 122 | 94 | 335.7% | $980 | 加仓 |
| WINA | WINMARK CORP | $1,270 | 0.00% | 3 | -6 | -66.7% | -$2,540 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $1,264 | 0.00% | 91 | 91 | — | $1,264 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,256 | 0.00% | 53 | 53 | — | $1,256 | 新建仓 |
| III | INFORMATION SVCS GROUP INC | $1,254 | 0.00% | 305 | 18 | 6.3% | $74 | 加仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $1,254 | 0.00% | 104 | -18 | -14.8% | -$217 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1,253 | 0.00% | 7 | -3 | -30.0% | -$537 | 减仓 |
| LCID | LUCID GROUP INC | $1,252 | 0.00% | 187 | 170 | 1,000.0% | $1,138 | 加仓 |
| WSO | WATSCO INC | $1,251 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $1,243 | 0.00% | 1,445 | 933 | 182.2% | $803 | 加仓 |
| SLG | SL GREEN RLTY CORP | $1,243 | 0.00% | 24 | 24 | — | $1,243 | 新建仓 |