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 |
|---|---|---|---|---|---|---|---|---|
| ACNB | ACNB CORP | $766 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $764 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RXST | RXSIGHT INC | $764 | 0.00% | 124 | 81 | 188.4% | $499 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $763 | 0.00% | 55 | 42 | 323.1% | $583 | 加仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $758 | 0.00% | 28 | -1 | -3.4% | -$27 | 减仓 |
| SENEA | SENECA FOODS CORP NEW | $756 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $753 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $750 | 0.00% | 30 | 26 | 650.0% | $650 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC | $749 | 0.00% | 114 | -18 | -13.6% | -$118 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $748 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | ENVIRI CORP | $746 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| WNC | WABASH NATL CORP | $742 | 0.00% | 86 | 4 | 4.9% | $35 | 加仓 |
| FPI | FARMLAND PARTNERS INC | $742 | 0.00% | 66 | 42 | 175.0% | $472 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $737 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC | $735 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | TECHTARGET INC | $734 | 0.00% | 189 | 79 | 71.8% | $307 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $733 | 0.00% | 249 | -286 | -53.5% | -$842 | 减仓 |
| CWCO | CONSOLIDATED WATER CO INC | $729 | 0.00% | 22 | 7 | 46.7% | $232 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $726 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $726 | 0.00% | 29 | 28 | 2,800.0% | $701 | 重新持有 |
| BDN | BRANDYWINE RLTY TR | $724 | 0.00% | 267 | 149 | 126.3% | $404 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $722 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC | $720 | 0.00% | 24 | -85 | -78.0% | -$2,550 | 重新持有 |
| CHCO | CITY HLDG CO | $718 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $716 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TLS | TELOS CORP MD | $709 | 0.00% | 169 | 150 | 789.5% | $629 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $707 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BXC | BLUELINX HLDGS INC | $705 | 0.00% | 13 | 13 | — | $705 | 新建仓 |
| BLZE | BACKBLAZE INC | $701 | 0.00% | 203 | -184 | -47.5% | -$635 | 减仓 |
| NRC | NATIONAL RESH CORP | $697 | 0.00% | 41 | -14 | -25.5% | -$238 | 减仓 |
| THRM | GENTHERM INC | $695 | 0.00% | 25 | -21 | -45.7% | -$584 | 减仓 |
| — | HUMACYTE INC | $695 | 0.00% | 1,145 | 1,145 | — | $695 | 新建仓 |
| VSTS | VESTIS CORPORATION | $692 | 0.00% | 88 | -68 | -43.6% | -$535 | 减仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $692 | 0.00% | 102 | 46 | 82.1% | $312 | 加仓 |
| NEXN | NEXXEN INTL LTD | $692 | 0.00% | 106 | 106 | — | $692 | 新建仓 |
| FATE | FATE THERAPEUTICS INC | $690 | 0.00% | 575 | 295 | 105.4% | $354 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $687 | 0.00% | 11 | 11 | — | $687 | 新建仓 |
| SBGI | SINCLAIR INC | $686 | 0.00% | 53 | -11 | -17.2% | -$142 | 减仓 |
| LAW | CS DISCO INC | $684 | 0.00% | 179 | 20 | 12.6% | $76 | 加仓 |
| GRC | GORMAN RUPP CO | $684 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FRPH | FRP HLDGS INC | $679 | 0.00% | 31 | 5 | 19.2% | $110 | 加仓 |
| HNST | HONEST CO INC | $677 | 0.00% | 230 | 230 | — | $677 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $673 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CNOB | CONNECTONE BANCORP INC | $670 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC | $670 | 0.00% | 9 | 2 | 28.6% | $149 | 加仓 |
| GRND | GRINDR INC | $665 | 0.00% | 55 | 55 | — | $665 | 新建仓 |
| RPD | RAPID7 INC | $662 | 0.00% | 120 | -276 | -69.7% | -$1,523 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $658 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TFIN | TRIUMPH FINANCIAL INC | $657 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CMRC | COMMERCE.COM INC | $657 | 0.00% | 246 | 130 | 112.1% | $347 | 加仓 |
| TFII | TRANSFORCE INC | $652 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $651 | 0.00% | 45 | 16 | 55.2% | $231 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $651 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | BAKKT INC | $648 | 0.00% | 88 | 88 | — | $648 | 新建仓 |
| ASTE | ASTEC INDS INC | $647 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $644 | 0.00% | 16 | -173 | -91.5% | -$6,963 | 减仓 |
| GDOT | GREEN DOT CORP | $640 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $639 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $639 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $638 | 0.00% | 559 | -313 | -35.9% | -$357 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $638 | 0.00% | 36 | -1 | -2.7% | -$18 | 减仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $633 | 0.00% | 46 | 46 | — | $633 | 新建仓 |
| TIC | TIC SOLUTIONS INC | $632 | 0.00% | 96 | 84 | 700.0% | $553 | 重新持有 |
| VIPS | VIPSHOP HLDGS LTD | $629 | 0.00% | 40 | -36 | -47.4% | -$566 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $628 | 0.00% | 42 | -79 | -65.3% | -$1,181 | 减仓 |
| — | SIMULATIONS PLUS INC | $627 | 0.00% | 53 | 6 | 12.8% | $71 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $627 | 0.00% | 31 | -6 | -16.2% | -$121 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC | $627 | 0.00% | 15 | 1 | 7.1% | $42 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $627 | 0.00% | 74 | 74 | — | $627 | 新建仓 |
| SMP | STANDARD MTR PRODS INC | $626 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $626 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ERII | ENERGY RECOVERY INC | $625 | 0.00% | 62 | 62 | — | $625 | 新建仓 |
| CBLL | CERIBELL INC | $624 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SBSI | SOUTHSIDE BANCSHARES INC | $622 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $622 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $621 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $620 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $619 | 0.00% | 8 | 7 | 700.0% | $542 | 重新持有 |
| LRN | STRIDE INC | $618 | 0.00% | 7 | 2 | 40.0% | $177 | 加仓 |
| STGW | STAGWELL INC | $617 | 0.00% | 98 | 98 | — | $617 | 新建仓 |
| KMT | KENNAMETAL INC | $615 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $615 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $610 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $604 | 0.00% | 17 | -256 | -93.8% | -$9,096 | 减仓 |
| LAND | GLADSTONE LD CORP | $602 | 0.00% | 59 | 25 | 73.5% | $255 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $600 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SFST | SOUTHERN FIRST BANCSHARES | $600 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TK | TEEKAY CORPORATION LTD | $599 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $599 | 0.00% | 21 | 7 | 50.0% | $200 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $597 | 0.00% | 31 | -38 | -55.1% | -$732 | 减仓 |
| MLR | MILLER INDS INC TENN | $593 | 0.00% | 13 | 7 | 116.7% | $319 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $592 | 0.00% | 37 | 1 | 2.8% | $16 | 加仓 |
| NVEC | NVE CORP | $590 | 0.00% | 9 | 1 | 12.5% | $66 | 加仓 |
| BKU | BANKUNITED INC | $588 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $587 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC | $586 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PAY | PAYMENTUS HOLDINGS INC | $585 | 0.00% | 23 | 23 | — | $585 | 新建仓 |
| MAMA | MAMAS CREATIONS INC | $583 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC | $582 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $580 | 0.00% | 160 | -1,737 | -91.6% | -$6,297 | 减仓 |