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
HSHP HIMALAYA SHIPPING LTD $9360.00%70 -15-17.6% -$201 减仓
AIRS AIRSCULPT TECHNOLOGIES INC $9360.00%208 2513.7% $112 加仓
ITGR INTEGER HLDGS CORP $9350.00%10 00.0% — 不变
— AARDVARK THERAPEUTICS INC $9340.00%162 113230.6% $651 加仓
LTM LATAM AIRLINES GROUP SA $9330.00%16 777.8% $408 加仓
ABVX ABIVAX SA $9330.00%7 7— $933 新建仓
JLL JONES LANG LASALLE INC $9300.00%3 -30-90.9% -$9,300 减仓
TRNS TRANSCAT INC $9280.00%10 8400.0% $742 加仓
OSUR ORASURE TECHNOLOGIES INC $9280.00%208 208— $928 新建仓
XPEV XPENG INC $9270.00%70 -103-59.5% -$1,364 减仓
FRPH FRP HLDGS INC $9250.00%37 619.4% $150 加仓
ASR GRUPO AEROPORTUARIO DEL SURE $9210.00%3 -5-62.5% -$1,535 减仓
BORR BORR DRILLING LTD $9210.00%223 -48-17.7% -$198 减仓
— EIGHTCO HOLDINGS INC $9200.00%1,322 1,064412.4% $740 加仓
KOS KOSMOS ENERGY LTD $9200.00%436 379664.9% $800 加仓
LXEO LEXEO THERAPEUTICS INC $9180.00%197 -29-12.8% -$135 减仓
BCAL CALIFORNIA BANCORP $9170.00%44 822.2% $167 加仓
PLUS EPLUS INC $9160.00%11 -4-26.7% -$333 减仓
WT WISDOMTREE INC $9150.00%54 00.0% — 不变
GTN GRAY MEDIA INC $9140.00%230 2311.1% $91 加仓
GGG GRACO INC $9080.00%12 -272-95.8% -$2.06万 减仓
INOD INNODATA INC $9070.00%12 12— $907 新建仓
— STELLAR BANCORP INC $9050.00%23 -126-84.6% -$4,958 减仓
— RCI HOSPITALITY HLDGS INC $9020.00%33 20153.8% $547 加仓
— ZEVIA PBC $9000.00%552 432360.0% $704 加仓
PFS PROVIDENT FINL SVCS INC $8990.00%38 00.0% — 不变
ACCO ACCO BRANDS CORP $8950.00%215 -362-62.7% -$1,507 减仓
— CVRX INC $8950.00%174 148569.2% $761 加仓
KREF KKR REAL ESTATE FIN TR INC $8900.00%130 130— $890 新建仓
LOAR LOAR HOLDINGS INC $8870.00%11 -1-8.3% -$81 重新持有
CPNG COUPANG INC $8860.00%51 -199-79.6% -$3,457 减仓
SEI SOLARIS ENERGY INFRAS INC $8860.00%11 00.0% — 不变
PLMR PALOMAR HLDGS INC $8850.00%7 4133.3% $506 加仓
WOOF PETCO HEALTH & WELLNESS CO I $8840.00%325 -285-46.7% -$775 减仓
XP XP INC $8790.00%54 -16-22.9% -$260 减仓
MARA MARA HOLDINGS INC $8760.00%63 63— $876 新建仓
NRIX NURIX THERAPEUTICS INC $8740.00%36 36— $874 新建仓
SENEA SENECA FOODS CORP NEW $8700.00%5 00.0% — 不变
ADV ADVANTAGE SOLUTIONS INC $8650.00%20 12150.0% $519 加仓
OTEX OPEN TEXT CORP $8640.00%39 -16-29.1% -$354 减仓
LPL LG DISPLAY CO LTD $8640.00%222 -6-2.6% -$23 减仓
NWE NORTHWESTERN ENERGY GROUP IN $8600.00%12 -97-89.0% -$6,952 减仓
SEZL SEZZLE INC $8590.00%5 -4-44.4% -$687 减仓
— CLEAR CHANNEL OUTDOOR HLDGS $8550.00%353 -44-11.1% -$107 减仓
THRM GENTHERM INC $8530.00%25 00.0% — 不变
HTB HOMETRUST BANCSHARES INC $8490.00%17 00.0% — 不变
GLNG GOLAR LNG LTD $8480.00%17 00.0% — 不变
NRDS NERDWALLET INC $8420.00%91 -246-73.0% -$2,276 减仓
TFIN TRIUMPH FINANCIAL INC $8400.00%11 00.0% — 不变
NVEC NVE CORP $8370.00%8 -1-11.1% -$105 减仓
DSGX DESCARTES SYS GROUP INC $8310.00%12 00.0% — 不变
SFL SFL CORPORATION LTD $8270.00%81 00.0% — 不变
— GLOBAL WTR RES INC $8260.00%114 99660.0% $717 加仓
— COHERUS ONCOLOGY INC $8210.00%586 24672.4% $345 加仓
BNED BARNES & NOBLE ED INC $8170.00%65 65— $817 新建仓
PRLB PROTO LABS INC $8160.00%10 -9-47.4% -$734 减仓
RBCAA REPUBLIC BANCORP INC KY $8140.00%9 -2-18.2% -$181 减仓
APPS DIGITAL TURBINE INC $8130.00%63 -96-60.4% -$1,239 减仓
— AKEBIA THREAPEUTICS INC $8110.00%711 6651,445.7% $759 加仓
GNW GENWORTH FINL INC $8050.00%85 -26-23.4% -$246 减仓
CRCT CRICUT INC $8040.00%183 3322.0% $145 加仓
BVS BIOVENTUS INC $8030.00%85 00.0% — 不变
LINC LINCOLN EDL SVCS CORP $7990.00%16 00.0% — 不变
TOWN TOWNEBANK PORTSMOUTH VA $7980.00%22 22— $798 新建仓
COCO VITA COCO CO INC $7940.00%12 00.0% — 不变
GRND GRINDR INC $7910.00%55 00.0% — 不变
ALTG ALTA EQUIPMENT GROUP INC $7900.00%122 79183.7% $512 加仓
AMC AMC ENTMT HLDGS INC $7890.00%415 00.0% — 不变
— GBANK FINL HLDGS INC $7890.00%26 26— $789 新建仓
ALLO ALLOGENE THERAPEUTICS INC $7850.00%377 -432-53.4% -$900 减仓
SBS COMPANHIA DE SANEAMENTO BASI $7810.00%135 -175-56.5% -$1,012 减仓
GIL GILDAN ACTIVEWEAR INC $7740.00%15 -15-50.0% -$774 减仓
FIBK FIRST INTST BANCSYSTEM INC $7720.00%20 -2-9.1% -$77 减仓
OLMA OLEMA PHARMACEUTICALS INC $7640.00%61 00.0% — 不变
NRC NRC HEALTH $7550.00%35 -6-14.6% -$129 减仓
CERT CERTARA INC $7540.00%115 -522-81.9% -$3,423 减仓
— LOGISTIC PROPERTIES OF THE A $7500.00%223 22222,200.0% $747 加仓
BOW BOWHEAD SPECIALTY HLDGS INC $7490.00%25 14.2% $30 重新持有
— REPOSITRAK INC $7470.00%83 54186.2% $486 加仓
EQH EQUITABLE HLDGS INC $7460.00%17 17— $746 新建仓
OPLN OPENLANE INC $7430.00%18 00.0% — 不变
WULF TERAWULF INC $7410.00%30 30— $741 新建仓
— SELECTQUOTE INC $7380.00%877 40083.9% $337 加仓
AGYS AGILYSYS INC $7320.00%7 -5-41.7% -$523 重新持有
BANR BANNER CORP $7310.00%11 11— $731 新建仓
FNKO FUNKO INC $7300.00%124 00.0% — 不变
IAG IAMGOLD CORP $7290.00%46 46— $729 新建仓
INR INFINITY NAT RES INC $7240.00%57 33137.5% $419 加仓
GBCI GLACIER BANCORP INC NEW $7230.00%14 00.0% — 不变
MCFT MASTERCRAFT BOAT HLDGS INC $7230.00%28 00.0% — 不变
FDMT 4D MOLECULAR THERAPEUTICS IN $7190.00%54 00.0% — 不变
SD SANDRIDGE ENERGY INC $7130.00%52 00.0% — 不变
ACNB ACNB CORP $7130.00%12 -4-25.0% -$238 减仓
NAMS NEWAMSTERDAM PHARMA COMPANY $7120.00%21 00.0% — 不变
RXRX RECURSION PHARMACEUTICALS IN $7120.00%194 1862,325.0% $683 加仓
AMRX AMNEAL PHARMACEUTICALS INC $7100.00%41 00.0% — 不变
YMM FULL TRUCK ALLIANCE CO LTD $7070.00%87 87— $707 新建仓
TARS TARSUS PHARMACEUTICALS INC $6930.00%11 00.0% — 不变
BMRC BANK OF MARIN BANCORP $6930.00%25 17212.5% $471 加仓
— TECHTARGET INC $6920.00%192 31.6% $11 加仓