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 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT MCMORAN INC | $19.05万 | 0.05% | 3,241 | 491 | 17.9% | $2.89万 | 加仓 |
| VRSN | VERISIGN INC | $18.93万 | 0.05% | 762 | 31 | 4.2% | $7,699 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $18.91万 | 0.05% | 1,144 | 166 | 17.0% | $2.74万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $18.87万 | 0.05% | 2,347 | -957 | -29.0% | -$7.69万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $18.80万 | 0.05% | 276 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $18.67万 | 0.05% | 544 | 78 | 16.7% | $2.68万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $18.60万 | 0.05% | 316 | 9 | 2.9% | $5,298 | 加仓 |
| AMP | AMERIPRISE FINL INC | $17.55万 | 0.05% | 395 | 144 | 57.4% | $6.40万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $17.55万 | 0.05% | 2,374 | 165 | 7.5% | $1.22万 | 加仓 |
| CIEN | CIENA CORP | $17.55万 | 0.05% | 452 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $17.34万 | 0.05% | 4,902 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $17.30万 | 0.05% | 2,117 | 1,075 | 103.2% | $8.78万 | 加仓 |
| INCY | INCYTE CORP | $17.25万 | 0.05% | 1,833 | 30 | 1.7% | $2,824 | 加仓 |
| TOL | TOLL BROTHERS INC | $17.17万 | 0.05% | 1,258 | 34 | 2.8% | $4,640 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $16.96万 | 0.05% | 1,724 | 32 | 1.9% | $3,148 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $16.95万 | 0.05% | 2,546 | -36 | -1.4% | -$2,396 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $16.92万 | 0.05% | 219 | 56 | 34.4% | $4.33万 | 加仓 |
| TSN | TYSON FOODS INC | $16.63万 | 0.05% | 2,595 | 780 | 43.0% | $5.00万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $16.42万 | 0.05% | 39 | -7 | -15.2% | -$2.95万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $16.27万 | 0.05% | 1,235 | 270 | 28.0% | $3.56万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $16.26万 | 0.05% | 1,324 | 132 | 11.1% | $1.62万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $16.19万 | 0.04% | 1,758 | 406 | 30.0% | $3.74万 | 加仓 |
| CME | CME GROUP INC | $15.86万 | 0.04% | 537 | 14 | 2.7% | $4,135 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $15.85万 | 0.04% | 3,003 | -94 | -3.0% | -$4,961 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.38万 | 0.04% | 455 | 62 | 15.8% | $2.10万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $15.21万 | 0.04% | 834 | -255 | -23.4% | -$4.65万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $15.19万 | 0.04% | 711 | -8 | -1.1% | -$1,709 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $15.16万 | 0.04% | 560 | 153 | 37.6% | $4.14万 | 加仓 |
| — | HONEYWELL INTL INC | $14.99万 | 0.04% | 663 | 329 | 98.5% | $7.44万 | 加仓 |
| MTZ | MASTEC INC | $14.77万 | 0.04% | 459 | 8 | 1.8% | $2,574 | 加仓 |
| BAC | BANK AMERICA CORP | $14.75万 | 0.04% | 3,026 | 1,450 | 92.0% | $7.07万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $14.73万 | 0.04% | 376 | 116 | 44.6% | $4.54万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $14.65万 | 0.04% | 588 | -38 | -6.1% | -$9,465 | 减仓 |
| ULTA | ULTA BEAUTY INC | $14.64万 | 0.04% | 280 | 5 | 1.8% | $2,614 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $14.62万 | 0.04% | 1,746 | 751 | 75.5% | $6.29万 | 加仓 |
| NEM | NEWMONT CORP | $14.52万 | 0.04% | 1,341 | 5 | 0.4% | $541 | 加仓 |
| WS | WORTHINGTON STL INC | $14.49万 | 0.04% | 4,773 | -485 | -9.2% | -$1.47万 | 减仓 |
| CMI | CUMMINS INC | $14.47万 | 0.04% | 269 | 42 | 18.5% | $2.26万 | 加仓 |
| NTRA | NATERA INC | $14.46万 | 0.04% | 723 | -4 | -0.6% | -$800 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $14.40万 | 0.04% | 1,263 | 416 | 49.1% | $4.74万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $14.39万 | 0.04% | 501 | 1 | 0.2% | $287 | 加仓 |
| SNOW | SNOWFLAKE INC | $14.33万 | 0.04% | 950 | 23 | 2.5% | $3,469 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $14.29万 | 0.04% | 490 | 94 | 23.7% | $2.74万 | 加仓 |
| DAL | DELTA AIR LINES INC | $14.25万 | 0.04% | 2,143 | 373 | 21.1% | $2.48万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $14.24万 | 0.04% | 930 | 896 | 2,635.3% | $13.72万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $14.22万 | 0.04% | 586 | 171 | 41.2% | $4.15万 | 加仓 |
| CCK | CROWN HLDGS INC | $14.17万 | 0.04% | 1,413 | 6 | 0.4% | $602 | 加仓 |
| SNDK | SANDISK CORP | $14.10万 | 0.04% | 222 | -134 | -37.6% | -$8.51万 | 减仓 |
| DIS | DISNEY WALT CO | $13.88万 | 0.04% | 1,440 | 333 | 30.1% | $3.21万 | 加仓 |
| TER | TERADYNE INC | $13.84万 | 0.04% | 467 | 256 | 121.3% | $7.59万 | 加仓 |
| ABBV | ABBVIE INC | $13.80万 | 0.04% | 634 | 112 | 21.5% | $2.44万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $13.66万 | 0.04% | 1,041 | -39 | -3.6% | -$5,119 | 减仓 |
| GLD | SPDR GOLD TR | $13.64万 | 0.04% | 317 | 261 | 466.1% | $11.23万 | 加仓 |
| DG | DOLLAR GEN CORP | $13.62万 | 0.04% | 1,147 | 13 | 1.1% | $1,543 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $13.45万 | 0.04% | 4,381 | 1,568 | 55.7% | $4.82万 | 加仓 |
| IJR | ISHARES TR | $13.40万 | 0.04% | 1,078 | 1,044 | 3,070.6% | $12.98万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $13.03万 | 0.04% | 794 | 32 | 4.2% | $5,252 | 加仓 |
| MLI | MUELLER INDS INC | $12.97万 | 0.04% | 1,171 | 262 | 28.8% | $2.90万 | 加仓 |
| MDB | MONGODB INC | $12.97万 | 0.04% | 530 | 111 | 26.5% | $2.72万 | 加仓 |
| EXEL | EXELIXIS INC | $12.96万 | 0.04% | 3,021 | -97 | -3.1% | -$4,160 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $12.90万 | 0.04% | 617 | 124 | 25.2% | $2.59万 | 加仓 |
| ASML | ASML HLDG NV | $12.81万 | 0.04% | 97 | 22 | 29.3% | $2.91万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $12.78万 | 0.04% | 510 | 273 | 115.2% | $6.84万 | 加仓 |
| USFD | US FOODS HLDG CORP | $12.72万 | 0.04% | 1,380 | 31 | 2.3% | $2,859 | 加仓 |
| GILD | GILEAD SCIENCES INC | $12.57万 | 0.03% | 902 | 183 | 25.5% | $2.55万 | 加仓 |
| BALL | BALL CORP | $12.40万 | 0.03% | 2,098 | 516 | 32.6% | $3.05万 | 加仓 |
| BURL | BURLINGTON STORES INC | $12.32万 | 0.03% | 379 | 321 | 553.4% | $10.43万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $12.31万 | 0.03% | 668 | 668 | — | $12.31万 | 新建仓 |
| WAB | WABTEC | $12.27万 | 0.03% | 491 | 31 | 6.7% | $7,747 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $12.15万 | 0.03% | 3,795 | -86 | -2.2% | -$2,753 | 减仓 |
| EFX | EQUIFAX INC | $11.99万 | 0.03% | 666 | 518 | 350.0% | $9.33万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $11.95万 | 0.03% | 609 | 257 | 73.0% | $5.04万 | 加仓 |
| RTX | RTX CORPORATION | $11.90万 | 0.03% | 617 | -72 | -10.4% | -$1.39万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $11.87万 | 0.03% | 2,600 | 2,440 | 1,525.0% | $11.14万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $11.73万 | 0.03% | 1,649 | -285 | -14.7% | -$2.03万 | 减仓 |
| MMM | 3M CO | $11.72万 | 0.03% | 807 | 89 | 12.4% | $1.29万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $11.67万 | 0.03% | 1,795 | 1,593 | 788.6% | $10.35万 | 加仓 |
| DOW | DOW HLDGS INC | $11.65万 | 0.03% | 2,798 | 2,482 | 785.4% | $10.34万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $11.59万 | 0.03% | 5,361 | 1,413 | 35.8% | $3.05万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $11.47万 | 0.03% | 1,332 | 1,332 | — | $11.47万 | 新建仓 |
| NTNX | NUTANIX INC | $11.30万 | 0.03% | 2,973 | 1,741 | 141.3% | $6.62万 | 加仓 |
| ITT | ITT INC | $11.30万 | 0.03% | 593 | 421 | 244.8% | $8.02万 | 加仓 |
| ROKU | ROKU INC | $11.20万 | 0.03% | 1,184 | 50 | 4.4% | $4,731 | 加仓 |
| ADBE | ADOBE INC | $11.13万 | 0.03% | 458 | -5 | -1.1% | -$1,215 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $11.13万 | 0.03% | 1,511 | 155 | 11.4% | $1.14万 | 加仓 |
| BWA | BORGWARNER INC | $11.12万 | 0.03% | 2,050 | 14 | 0.7% | $760 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $11.04万 | 0.03% | 1,089 | 121 | 12.5% | $1.23万 | 加仓 |
| CCL | CARNIVAL CORP | $11.00万 | 0.03% | 4,251 | 2,799 | 192.8% | $7.24万 | 加仓 |
| NOW | SERVICENOW INC | $10.98万 | 0.03% | 1,050 | 409 | 63.8% | $4.28万 | 加仓 |
| EVR | EVERCORE INC | $10.96万 | 0.03% | 367 | 117 | 46.8% | $3.49万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $10.84万 | 0.03% | 1,665 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $10.77万 | 0.03% | 652 | 268 | 69.8% | $4.43万 | 加仓 |
| IRM | IRON MTN INC DEL | $10.71万 | 0.03% | 1,049 | 333 | 46.5% | $3.40万 | 加仓 |
| IQV | IQVIA HLDGS INC | $10.68万 | 0.03% | 626 | -121 | -16.2% | -$2.06万 | 减仓 |
| HAL | HALLIBURTON CO | $10.61万 | 0.03% | 2,720 | 286 | 11.8% | $1.12万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $10.59万 | 0.03% | 1,531 | 5 | 0.3% | $346 | 加仓 |
| ADI | ANALOG DEVICES INC | $10.56万 | 0.03% | 332 | 35 | 11.8% | $1.11万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $10.55万 | 0.03% | 559 | -58 | -9.4% | -$1.09万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $10.53万 | 0.03% | 2,327 | 250 | 12.0% | $1.13万 | 加仓 |
| ECL | ECOLAB INC | $10.48万 | 0.03% | 394 | -31 | -7.3% | -$8,247 | 减仓 |