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 |
|---|---|---|---|---|---|---|---|---|
| MH | MCGRAW HILL INC | $576 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $575 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | COHERUS ONCOLOGY INC | $575 | 0.00% | 340 | 44 | 14.9% | $74 | 加仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $575 | 0.00% | 28 | 15 | 115.4% | $308 | 加仓 |
| — | CROSS CTRY HEALTHCARE INC | $574 | 0.00% | 61 | 61 | — | $574 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $574 | 0.00% | 17 | 17 | — | $574 | 新建仓 |
| DDS | DILLARDS INC | $573 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $572 | 0.00% | 4 | -6 | -60.0% | -$858 | 减仓 |
| AGNC | AGNC INVT CORP | $572 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH | $572 | 0.00% | 16 | 16 | — | $572 | 新建仓 |
| SEZL | SEZZLE INC | $570 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BBUC | BROOKFIELD BUSINESS CORP | $570 | 0.00% | 18 | 18 | — | $570 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $562 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CRCT | CRICUT INC | $561 | 0.00% | 150 | -121 | -44.6% | -$453 | 减仓 |
| MRP | MILLROSE PPTYS INC | $560 | 0.00% | 20 | -8 | -28.6% | -$224 | 减仓 |
| — | PIONEER BANCORP INC MD | $557 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC | $556 | 0.00% | 36 | -181 | -83.4% | -$2,795 | 减仓 |
| JJSF | J & J SNACK FOODS CORP | $555 | 0.00% | 7 | 5 | 250.0% | $396 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $550 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $548 | 0.00% | 5 | -2 | -28.6% | -$219 | 减仓 |
| MVBF | MVB FINL CORP | $547 | 0.00% | 22 | -1 | -4.3% | -$25 | 减仓 |
| — | INOGEN INC | $544 | 0.00% | 88 | 40 | 83.3% | $247 | 加仓 |
| BANF | BANCFIRST CORP | $543 | 0.00% | 5 | -3 | -37.5% | -$326 | 减仓 |
| RRBI | RED RIVER BANCSHARES INC | $543 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC | $536 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD | $535 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| QTRX | QUANTERIX CORP | $532 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| BWB | BRIDGEWATER BANCSHARES INC | $531 | 0.00% | 30 | -7 | -18.9% | -$124 | 减仓 |
| PRME | PRIME MEDICINE INC | $529 | 0.00% | 152 | 37 | 32.2% | $129 | 加仓 |
| CBT | CABOT CORP | $528 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $526 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OPLN | OPENLANE INC | $525 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GOLD | GOLD COM INC | $522 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $522 | 0.00% | 257 | 257 | — | $522 | 新建仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $520 | 0.00% | 400 | 244 | 156.4% | $317 | 加仓 |
| IONQ | IONQ INC | $519 | 0.00% | 18 | 15 | 500.0% | $432 | 加仓 |
| — | WM TECHNOLOGY INC | $519 | 0.00% | 788 | 686 | 672.5% | $452 | 加仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $518 | 0.00% | 183 | 166 | 976.5% | $470 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $517 | 0.00% | 24 | -83 | -77.6% | -$1,788 | 减仓 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $516 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $516 | 0.00% | 168 | 165 | 5,500.0% | $507 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $510 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP | $509 | 0.00% | 27 | -4 | -12.9% | -$75 | 减仓 |
| — | FINWARD BANCORP | $509 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC | $508 | 0.00% | 94 | 81 | 623.1% | $438 | 加仓 |
| TTAN | SERVICETITAN INC | $508 | 0.00% | 8 | 8 | — | $508 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $507 | 0.00% | 283 | 281 | 14,050.0% | $503 | 加仓 |
| UNF | UNIFIRST CORP MASS | $504 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| XPER | XPERI INC | $504 | 0.00% | 90 | 77 | 592.3% | $431 | 重新持有 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $503 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $503 | 0.00% | 2 | 2 | — | $503 | 新建仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $502 | 0.00% | 46 | 5 | 12.2% | $55 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $502 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PGY | PAGAYA TECHNOLOGIES LTD | $501 | 0.00% | 43 | 43 | — | $501 | 新建仓 |
| SSTK | SHUTTERSTOCK INC | $499 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RVLV | REVOLVE GROUP INC | $498 | 0.00% | 22 | -45 | -67.2% | -$1,019 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $497 | 0.00% | 47 | -111 | -70.3% | -$1,174 | 减仓 |
| KOD | KODIAK SCIENCES INC | $496 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ORC | ORCHID IS CAP INC | $493 | 0.00% | 70 | -13 | -15.7% | -$92 | 减仓 |
| RBB | RBB BANCORP | $492 | 0.00% | 23 | 1 | 4.5% | $21 | 加仓 |
| PRK | PARK NATL CORP | $491 | 0.00% | 3 | -1 | -25.0% | -$164 | 减仓 |
| — | CALAVO GROWERS INC | $491 | 0.00% | 19 | -7 | -26.9% | -$181 | 减仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $490 | 0.00% | 21 | -1 | -4.5% | -$23 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $487 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DJCO | DAILY JOURNAL CORP | $483 | 0.00% | 1 | -1 | -50.0% | -$483 | 减仓 |
| MP | MP MATERIALS CORP | $483 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | BLAIZE HLDGS INC | $483 | 0.00% | 265 | 265 | — | $483 | 新建仓 |
| THO | THOR INDS INC | $480 | 0.00% | 6 | -23 | -79.3% | -$1,840 | 减仓 |
| PFIS | PEOPLES FINL SVCS CORP | $480 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NHC | NATIONAL HEALTHCARE CORP | $480 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ARDT | ARDENT HEALTH INC | $480 | 0.00% | 56 | -74 | -56.9% | -$634 | 重新持有 |
| CCBG | CAPITAL CITY BANK | $479 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC | $479 | 0.00% | 47 | 17 | 56.7% | $173 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $476 | 0.00% | 15 | 4 | 36.4% | $127 | 加仓 |
| MAX | MEDIAALPHA INC | $475 | 0.00% | 51 | -285 | -84.8% | -$2,654 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $475 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ALX | ALEXANDERS INC | $473 | 0.00% | 2 | -1 | -33.3% | -$236 | 减仓 |
| — | COLUMBIA FINL INC | $473 | 0.00% | 27 | 1 | 3.8% | $18 | 加仓 |
| NEWT | NEWTEKONE INC | $471 | 0.00% | 43 | 2 | 4.9% | $22 | 加仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $471 | 0.00% | 61 | 56 | 1,120.0% | $432 | 加仓 |
| ECHO | ECHOSTAR CORP | $469 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $466 | 0.00% | 58 | -22 | -27.5% | -$177 | 减仓 |
| HVT | HAVERTY FURNITURE COS INC | $466 | 0.00% | 22 | 1 | 4.8% | $21 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $466 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $465 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK BANCSHARES INC | $463 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $462 | 0.00% | 118 | 118 | — | $462 | 新建仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $459 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $458 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| APPS | DIGITAL TURBINE INC | $458 | 0.00% | 159 | 96 | 152.4% | $277 | 加仓 |
| FSBC | FIVE STAR BANCORP | $453 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FRST | PRIMIS FINANCIAL CORP | $452 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $451 | 0.00% | 17 | 4 | 30.8% | $106 | 加仓 |
| UAA | UNDER ARMOUR INC | $450 | 0.00% | 76 | 76 | — | $450 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $449 | 0.00% | 24 | 6 | 33.3% | $112 | 加仓 |
| CVBF | CVB FINL CORP | $446 | 0.00% | 23 | 3 | 15.0% | $58 | 加仓 |
| OLN | OLIN CORP | $446 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LTM | LATAM AIRLINES GROUP SA | $445 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HOV | HOVNANIAN ENTERPRISES INC | $444 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BSRR | SIERRA BANCORP | $441 | 0.00% | 13 | 0 | 0.0% | — | 不变 |