13F 机构持仓

True Wealth Design, LLC

AKRON OH · SEC CIK 0001966033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 15.8%
BOXX 13.5%
DFIC 10.1%
DIMENSIONAL ET 7.8%
DFEV 7.0%
SIMPLIFY EXCHA 4.5%
DIHP 4.0%
AVUV 3.2%
MTBA 2.6%
SIMPLIFY EXCHA 1.6%

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
SABR SABRE CORP $1,2420.00%594 5511,281.4% $1,152 加仓
STN STANTEC INC $1,2410.00%18 -21-53.8% -$1,448 减仓
SIBN SI BONE INC $1,2410.00%76 701,166.7% $1,143 加仓
REXR REXFORD INDL RLTY INC $1,2400.00%37 -156-80.8% -$5,228 减仓
CTBI COMMUNITY TR BANCORP INC $1,2310.00%17 00.0% — 不变
IR INGERSOLL RAND INC $1,2300.00%15 -1-6.2% -$82 减仓
FRBA FIRST BK WILLIAMSTOWN NEW JE $1,2240.00%69 3286.5% $568 加仓
LSCC LATTICE SEMICONDUCTOR CORP $1,2240.00%8 8— $1,224 新建仓
ARVN ARVINAS INC $1,2140.00%146 64.3% $50 加仓
CZR CAESARS ENTERTAINMENT INC NE $1,2080.00%40 40— $1,208 新建仓
WWW WOLVERINE WORLD WIDE INC $1,2070.00%73 -14-16.1% -$231 减仓
AZTA AZENTA INC $1,2000.00%47 614.6% $153 加仓
CTEV CLARITEV CORPORATION $1,1940.00%35 35— $1,194 新建仓
ACAD ACADIA PHARMACEUTICALS INC $1,1900.00%47 00.0% — 不变
SQM SOCIEDAD QUIMICA Y MINERA DE $1,1850.00%16 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $1,1840.00%10 7233.3% $829 加仓
CASS CASS INFORMATION SYS INC $1,1810.00%23 421.1% $205 加仓
DEC DIVERSIFIED ENERGY CO $1,1790.00%85 -22-20.6% -$305 减仓
PAL PROFICIENT AUTO LOGISTICS IN $1,1790.00%173 7169.6% $484 加仓
— FORRESTER RESH INC $1,1780.00%140 105300.0% $884 加仓
SMBK SMARTFINANCIAL INC $1,1730.00%25 00.0% — 不变
SITC SITE CTRS CORP $1,1720.00%295 9043.9% $358 加仓
FSUN FIRSTSUN CAP BANCORP $1,1640.00%30 942.9% $349 加仓
— ARCOSA INC $1,1630.00%8 -3-27.3% -$436 减仓
— AMES NATL CORP $1,1550.00%39 -2-4.9% -$59 减仓
BJRI BJS RESTAURANTS INC $1,1540.00%19 17850.0% $1,033 加仓
DOLE DOLE PLC $1,1530.00%84 00.0% — 不变
EMLC VANECK ETF TRUST $1,1510.00%45 45— $1,151 新建仓
CMRE COSTAMARE INC $1,1500.00%82 -9-9.9% -$126 减仓
DBI DESIGNER BRANDS INC $1,1490.00%197 -18-8.4% -$105 减仓
OPK OPKO HEALTH INC $1,1480.00%765 20636.9% $309 加仓
HNST HONEST CO INC $1,1460.00%313 8336.1% $304 加仓
TNC TENNANT CO $1,1390.00%13 00.0% — 不变
LPLA LPL FINL HLDGS INC $1,1270.00%4 -14-77.8% -$3,944 减仓
ABX ABACUS GLOBAL MGMT INC $1,1250.00%105 -22-17.3% -$236 减仓
PLGO PELAGOS INS CAP LTD $1,1210.00%46 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $1,1210.00%55 55— $1,121 新建仓
— SKYWATER TECHNOLOGY INC $1,1150.00%32 -71-68.9% -$2,474 减仓
IAGG ISHARES TR $1,1140.00%22 22— $1,114 新建仓
SCHP SCHWAB STRATEGIC TR $1,1130.00%42 42— $1,113 新建仓
SGRY SURGERY PARTNERS INC $1,1090.00%66 66— $1,109 新建仓
GVA GRANITE CONSTR INC $1,1070.00%7 00.0% — 不变
IDT IDT CORP $1,1060.00%19 16533.3% $931 加仓
TH TARGET HOSPITALITY CORP $1,1000.00%54 00.0% — 不变
RIGL RIGEL PHARMACEUTICALS INC $1,0960.00%28 00.0% — 不变
OSIS OSI SYSTEMS INC $1,0940.00%5 00.0% — 不变
SDGR SCHRODINGER INC $1,0890.00%67 67— $1,089 新建仓
SHO SUNSTONE HOTEL INVS INC NEW $1,0880.00%95 -30-24.0% -$344 减仓
COFS CHOICEONE FINANCIA $1,0880.00%32 313,100.0% $1,054 加仓
NBTB NBT BANCORP INC $1,0870.00%22 14175.0% $692 加仓
NECB NORTHEAST CMNTY BANCORP INC $1,0820.00%39 514.7% $139 加仓
MLR MILLER INDS INC TENN $1,0750.00%21 861.5% $410 加仓
ASTS AST SPACEMOBILE INC $1,0670.00%12 19.1% $89 加仓
NBN NORTHEAST BK PORTLAND ME $1,0610.00%8 00.0% — 不变
WTTR SELECT WATER SOLUTIONS INC $1,0590.00%53 00.0% — 不变
— SOUNDTHINKING INC $1,0590.00%117 83244.1% $751 加仓
QGEN QIAGEN NV $1,0560.00%27 -31-53.4% -$1,212 减仓
VTRS VIATRIS INC $1,0490.00%66 00.0% — 不变
IBCP INDEPENDENT BK CORP MICH $1,0470.00%29 00.0% — 不变
SCCO SOUTHERN COPPER CORP $1,0460.00%6 00.0% — 不变
GOLD GOLD COM INC $1,0410.00%25 1292.3% $500 加仓
AMSC AMERICAN SUPERCONDUCTOR CORP $1,0380.00%25 -3-10.7% -$125 减仓
HTO H2O AMERICA $1,0340.00%17 00.0% — 不变
IBTA IBOTTA INC $1,0250.00%30 625.0% $205 加仓
MLKN MILLERKNOLL INC $1,0230.00%50 511.1% $102 加仓
DBD DIEBOLD NIXDORF INC $1,0210.00%12 -5-29.4% -$425 减仓
HLLY HOLLEY INC $1,0180.00%399 -245-38.0% -$625 减仓
JBTM JBT MAREL CORPORATION $1,0150.00%7 00.0% — 不变
WEST WESTROCK COFFEE CO $1,0140.00%125 1171,462.5% $949 加仓
DXPE DXP ENTERPRISES INC $1,0130.00%6 00.0% — 不变
IKT INHIBIKASE THERAPEUTICS INC $1,0130.00%499 4561,060.5% $926 加仓
— DIGIMARC CORP $1,0120.00%123 123— $1,012 新建仓
PRTA PROTHENA CORP PLC $1,0090.00%103 00.0% — 不变
TKC TURKCELL ILETISIM $1,0060.00%171 -845-83.2% -$4,971 减仓
MAX MEDIAALPHA INC $1,0060.00%80 2956.9% $365 加仓
— HUMACYTE INC $1,0040.00%1,286 14112.3% $110 加仓
CWCO CONSOLIDATED WATER CO INC $1,0030.00%34 1254.5% $354 加仓
CSTL CASTLE BIOSCIENCES INC $1,0020.00%42 402,000.0% $954 加仓
PBYI PUMA BIOTECHNOLOGY INC $9980.00%123 00.0% — 不变
STGW STAGWELL INC $9960.00%134 3636.7% $268 加仓
CTOS CUSTOM TRUCK ONE SOURCE INC $9930.00%84 63300.0% $745 加仓
GHM GRAHAM CORP $9910.00%8 -8-50.0% -$991 减仓
WAY WAYSTAR HLDG CORP $9860.00%48 -91-65.5% -$1,869 减仓
PLAY DAVE & BUSTERS ENTMT INC $9810.00%86 72514.3% $821 重新持有
CIFR CIPHER DIGITAL INC $9800.00%40 40— $980 新建仓
ARWR ARROWHEAD PHARMACEUTICALS IN $9790.00%12 00.0% — 不变
AGI ALAMOS GOLD INC $9710.00%32 -173-84.4% -$5,249 减仓
— MAXCYTE INC $9690.00%787 648466.2% $798 加仓
GTY GETTY RLTY CORP NEW $9680.00%29 00.0% — 不变
NB NIOCORP DEVS LTD $9640.00%200 200— $964 新建仓
EMBJ EMBRAER S.A. $9570.00%15 -4-21.1% -$255 减仓
— PRAIRIE OPER CO $9570.00%1,326 1,069416.0% $772 加仓
PHAT PHATHOM PHARMACEUTICALS INC $9550.00%88 00.0% — 不变
— MEDIFAST INC $9550.00%90 4391.5% $456 加仓
CBLL CERIBELL INC $9540.00%49 1544.1% $292 加仓
ROAD CONSTRUCTION PARTNERS INC $9510.00%8 00.0% — 不变
WVE WAVE LIFE SCIENCES LTD $9480.00%163 121288.1% $704 加仓
HCKT HACKETT GROUP INC $9480.00%88 67319.0% $722 加仓
NPB NORTHPOINTE BANCSHARES INC. $9400.00%49 -3-5.8% -$58 减仓
LMRI LUMEXA IMAGING HOLDINGS INC $9370.00%83 83— $937 新建仓