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 |
|---|---|---|---|---|---|---|---|---|
| TOL | TOLL BROTHERS INC | $21.85万 | 0.05% | 1,326 | 68 | 5.4% | $1.12万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $21.66万 | 0.05% | 2,647 | 101 | 4.0% | $8,266 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $21.64万 | 0.05% | 5,874 | -279 | -4.5% | -$1.03万 | 减仓 |
| DAL | DELTA AIR LINES INC | $21.38万 | 0.05% | 2,283 | 140 | 6.5% | $1.31万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $21.15万 | 0.05% | 2,450 | 103 | 4.4% | $8,890 | 加仓 |
| CW | CURTISS WRIGHT CORP | $21.14万 | 0.05% | 279 | 3 | 1.1% | $2,273 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $21.10万 | 0.05% | 489 | -305 | -38.4% | -$13.16万 | 减仓 |
| INCY | INCYTE CORP | $20.97万 | 0.05% | 1,850 | 17 | 0.9% | $1,927 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $20.84万 | 0.05% | 4,768 | -134 | -2.7% | -$5,857 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $20.78万 | 0.05% | 1,149 | 5 | 0.4% | $904 | 加仓 |
| BA | BOEING CO | $20.65万 | 0.05% | 954 | 507 | 113.4% | $10.98万 | 加仓 |
| NTRA | NATERA INC | $20.63万 | 0.05% | 760 | 37 | 5.1% | $1.00万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $20.42万 | 0.05% | 331 | 230 | 227.7% | $14.19万 | 加仓 |
| CIEN | CIENA CORP | $20.06万 | 0.05% | 409 | -43 | -9.5% | -$2.11万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $20.04万 | 0.05% | 607 | 117 | 23.9% | $3.86万 | 加仓 |
| FDX | FEDEX CORP | $19.95万 | 0.05% | 637 | 39 | 6.5% | $1.22万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $19.94万 | 0.05% | 1,855 | 131 | 7.6% | $1.41万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $19.78万 | 0.05% | 1,890 | 736 | 63.8% | $7.70万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $19.74万 | 0.05% | 1,486 | 223 | 17.7% | $2.96万 | 加仓 |
| WFC | WELLS FARGO & CO | $19.67万 | 0.05% | 2,380 | 1,247 | 110.1% | $10.31万 | 加仓 |
| BAC | BANK OF AMER CORP | $19.49万 | 0.05% | 3,421 | 395 | 13.1% | $2.25万 | 加仓 |
| ASML | ASML HLDG NV | $19.30万 | 0.05% | 97 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $19.24万 | 0.05% | 1,851 | 49 | 2.7% | $5,094 | 加仓 |
| DG | DOLLAR GEN CORP | $19.18万 | 0.05% | 1,666 | 519 | 45.2% | $5.97万 | 加仓 |
| MTZ | MASTEC INC | $19.14万 | 0.05% | 460 | 1 | 0.2% | $416 | 加仓 |
| RBRK | RUBRIK INC. | $19.11万 | 0.05% | 2,381 | 2,350 | 7,580.6% | $18.87万 | 加仓 |
| ORCL | ORACLE CORP | $19.10万 | 0.05% | 1,303 | -57 | -4.2% | -$8,353 | 减仓 |
| CVX | CHEVRON CORPORATION | $19.06万 | 0.05% | 1,150 | 724 | 170.0% | $12.00万 | 加仓 |
| AON | AON PLC | $18.81万 | 0.04% | 567 | 373 | 192.3% | $12.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $18.71万 | 0.04% | 200 | -6 | -2.9% | -$5,613 | 减仓 |
| SNPS | SYNOPSYS INC | $18.69万 | 0.04% | 419 | 372 | 791.5% | $16.59万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $18.07万 | 0.04% | 4,374 | -772 | -15.0% | -$3.19万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $17.93万 | 0.04% | 1,064 | -171 | -13.8% | -$2.88万 | 减仓 |
| EVR | EVERCORE INC | $17.89万 | 0.04% | 524 | 157 | 42.8% | $5.36万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $17.65万 | 0.04% | 306 | -10 | -3.2% | -$5,767 | 减仓 |
| AMT | AMERICAN TOWER CORP | $17.63万 | 0.04% | 1,078 | 863 | 401.4% | $14.12万 | 加仓 |
| MDB | MONGODB INC | $17.60万 | 0.04% | 524 | -6 | -1.1% | -$2,015 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $17.58万 | 0.04% | 525 | 15 | 2.9% | $5,022 | 加仓 |
| TMUS | T-MOBILE US INC | $17.41万 | 0.04% | 1,038 | 77 | 8.0% | $1.29万 | 加仓 |
| TXG | 10X GENOMICS INC | $16.81万 | 0.04% | 4,385 | -427 | -8.9% | -$1.64万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $16.75万 | 0.04% | 867 | 215 | 33.0% | $4.15万 | 加仓 |
| AMAT | APPLIED MATLS INC | $16.70万 | 0.04% | 231 | 33 | 16.7% | $2.39万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $16.61万 | 0.04% | 2,135 | 1,236 | 137.5% | $9.61万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $16.46万 | 0.04% | 556 | 327 | 142.8% | $9.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $16.44万 | 0.04% | 464 | -80 | -14.7% | -$2.83万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $16.36万 | 0.04% | 495 | 169 | 51.8% | $5.58万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $16.29万 | 0.04% | 3,016 | 13 | 0.4% | $702 | 加仓 |
| EXEL | EXELIXIS INC | $16.18万 | 0.04% | 2,973 | -48 | -1.6% | -$2,612 | 减仓 |
| NNN | NNN REIT INC | $16.15万 | 0.04% | 3,471 | 2,280 | 191.4% | $10.61万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $15.86万 | 0.04% | 4,167 | -214 | -4.9% | -$8,143 | 减仓 |
| MLI | MUELLER INDS INC | $15.83万 | 0.04% | 1,288 | 117 | 10.0% | $1.44万 | 加仓 |
| WS | WORTHINGTON STL INC | $15.82万 | 0.04% | 4,712 | -61 | -1.3% | -$2,048 | 减仓 |
| NVR | NVR INC | $15.67万 | 0.04% | 23 | 23 | — | $15.67万 | 新建仓 |
| OSK | OSHKOSH CORP | $15.36万 | 0.04% | 1,001 | 779 | 350.9% | $11.96万 | 加仓 |
| ROST | ROSS STORES INC | $15.30万 | 0.04% | 719 | 279 | 63.4% | $5.94万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $15.24万 | 0.04% | 1,072 | 1,014 | 1,748.3% | $14.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $14.95万 | 0.04% | 531 | -55 | -9.4% | -$1.55万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $14.90万 | 0.04% | 561 | -27 | -4.6% | -$7,169 | 减仓 |
| EQIX | EQUINIX INC | $14.80万 | 0.04% | 142 | 49 | 52.7% | $5.11万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $14.75万 | 0.04% | 1,041 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $14.62万 | 0.03% | 862 | 134 | 18.4% | $2.27万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $14.53万 | 0.03% | 5,751 | 390 | 7.3% | $9,851 | 加仓 |
| IQV | IQVIA HLDGS INC | $14.51万 | 0.03% | 751 | 125 | 20.0% | $2.42万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $14.45万 | 0.03% | 1,809 | 298 | 19.7% | $2.38万 | 加仓 |
| IRM | IRON MTN INC DEL | $14.40万 | 0.03% | 1,140 | 91 | 8.7% | $1.15万 | 加仓 |
| CSCO | CISCO SYS INC | $14.33万 | 0.03% | 1,220 | -109 | -8.2% | -$1.28万 | 减仓 |
| SPGI | S&P GLOBAL INC | $14.29万 | 0.03% | 351 | -152 | -30.2% | -$6.19万 | 减仓 |
| HD | HOME DEPOT INC | $14.28万 | 0.03% | 405 | 170 | 72.3% | $6.00万 | 加仓 |
| BALL | BALL CORP | $14.22万 | 0.03% | 2,279 | 181 | 8.6% | $1.13万 | 加仓 |
| OC | OWENS CORNING NEW | $14.13万 | 0.03% | 889 | 521 | 141.6% | $8.28万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $14.07万 | 0.03% | 698 | 81 | 13.1% | $1.63万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $14.02万 | 0.03% | 1,086 | 327 | 43.1% | $4.22万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $14.01万 | 0.03% | 2,606 | -1,346 | -34.1% | -$7.24万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $13.97万 | 0.03% | 2,877 | 1,082 | 60.3% | $5.26万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $13.85万 | 0.03% | 440 | -61 | -12.2% | -$1.92万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $13.83万 | 0.03% | 4,842 | 4,842 | — | $13.83万 | 新建仓 |
| RTX | RTX CORPORATION | $13.81万 | 0.03% | 728 | 111 | 18.0% | $2.11万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $13.77万 | 0.03% | 1,923 | 1,373 | 249.6% | $9.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $13.70万 | 0.03% | 186 | -218 | -54.0% | -$16.05万 | 减仓 |
| EME | EMCOR GROUP INC | $13.69万 | 0.03% | 165 | 24 | 17.0% | $1.99万 | 加仓 |
| FIVE | FIVE BELOW INC | $13.65万 | 0.03% | 759 | -87 | -10.3% | -$1.56万 | 减仓 |
| NTNX | NUTANIX INC | $13.61万 | 0.03% | 2,670 | -303 | -10.2% | -$1.54万 | 减仓 |
| BWA | BORGWARNER INC | $13.59万 | 0.03% | 2,046 | -4 | -0.2% | -$266 | 减仓 |
| ADI | ANALOG DEVICES INC | $13.58万 | 0.03% | 342 | 10 | 3.0% | $3,972 | 加仓 |
| ABBV | ABBVIE INC | $13.44万 | 0.03% | 534 | -100 | -15.8% | -$2.52万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $13.38万 | 0.03% | 963 | 458 | 90.7% | $6.36万 | 加仓 |
| BURL | BURLINGTON STORES INC | $13.37万 | 0.03% | 422 | 43 | 11.3% | $1.36万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $13.30万 | 0.03% | 920 | 47 | 5.4% | $6,797 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $13.17万 | 0.03% | 1,600 | -49 | -3.0% | -$4,035 | 减仓 |
| WAB | WABTEC | $13.16万 | 0.03% | 488 | -3 | -0.6% | -$809 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $13.09万 | 0.03% | 210 | -9 | -4.1% | -$5,612 | 减仓 |
| EFX | EQUIFAX INC | $13.06万 | 0.03% | 823 | 157 | 23.6% | $2.49万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $13.02万 | 0.03% | 1,435 | 835 | 139.2% | $7.58万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $12.99万 | 0.03% | 833 | 228 | 37.7% | $3.56万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $12.92万 | 0.03% | 1,409 | 713 | 102.4% | $6.54万 | 加仓 |
| DIS | DISNEY WALT CO | $12.64万 | 0.03% | 1,313 | -127 | -8.8% | -$1.22万 | 减仓 |
| GL | GLOBE LIFE INC | $12.56万 | 0.03% | 703 | 125 | 21.6% | $2.23万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $12.51万 | 0.03% | 2,368 | 1,842 | 350.2% | $9.73万 | 加仓 |
| MCO | MOODYS CORP | $12.36万 | 0.03% | 273 | 46 | 20.3% | $2.08万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $12.34万 | 0.03% | 2,891 | 1,536 | 113.4% | $6.56万 | 加仓 |