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 |
|---|---|---|---|---|---|---|---|---|
| — | EUROPEAN WAX CTR INC | $440 | 0.00% | 76 | -8 | -9.5% | -$46 | 减仓 |
| LENZ | LENZ THERAPEUTICS INC | $440 | 0.00% | 48 | 33 | 220.0% | $302 | 重新持有 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $436 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $435 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CIVB | CIVISTA BANCSHARES INC | $434 | 0.00% | 19 | -1 | -5.0% | -$23 | 减仓 |
| PKOH | PARK-OHIO HLDGS CORP | $433 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $432 | 0.00% | 46 | 23 | 100.0% | $216 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $424 | 0.00% | 1 | 1 | — | $424 | 新建仓 |
| INR | INFINITY NAT RES INC | $423 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $421 | 0.00% | 42 | -64 | -60.4% | -$642 | 减仓 |
| — | WHITESTONE REIT | $420 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | DEFINITIVE HEALTHCARE CORP | $417 | 0.00% | 339 | -98 | -22.4% | -$121 | 减仓 |
| ASAN | ASANA INC | $416 | 0.00% | 65 | -2 | -3.0% | -$13 | 减仓 |
| KBH | KB HOME | $414 | 0.00% | 8 | -51 | -86.4% | -$2,639 | 减仓 |
| CNDT | CONDUENT INC | $414 | 0.00% | 323 | 205 | 173.7% | $263 | 加仓 |
| NWFL | NORWOOD FINANCIAL CORP | $412 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $411 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $409 | 0.00% | 45 | 45 | — | $409 | 新建仓 |
| INBK | FIRST INTERNET BANCORP | $408 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC | $407 | 0.00% | 415 | 385 | 1,283.3% | $378 | 重新持有 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $407 | 0.00% | 512 | 68 | 15.3% | $54 | 重新持有 |
| FG | F&G ANNUITIES & LIFE INC | $406 | 0.00% | 16 | -50 | -75.8% | -$1,269 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $406 | 0.00% | 12 | 3 | 33.3% | $102 | 重新持有 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $405 | 0.00% | 11 | -26 | -70.3% | -$957 | 减仓 |
| EQX | EQUINOX GOLD CORP | $405 | 0.00% | 28 | 28 | — | $405 | 新建仓 |
| UTZ | UTZ BRANDS INC | $404 | 0.00% | 51 | 14 | 37.8% | $111 | 重新持有 |
| — | NATHANS FAMOUS INC | $403 | 0.00% | 4 | -1 | -20.0% | -$101 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $401 | 0.00% | 11 | 11 | — | $401 | 新建仓 |
| UE | URBAN EDGE PPTYS | $400 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $400 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $399 | 0.00% | 133 | 133 | — | $399 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $398 | 0.00% | 37 | -97 | -72.4% | -$1,043 | 减仓 |
| FHI | FEDERATED HERMES INC | $397 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UGP | ULTRAPAR PARTICIPACOES SA | $397 | 0.00% | 72 | 13 | 22.0% | $72 | 加仓 |
| SPYV | SPDR SERIES TRUST | $397 | 0.00% | 7 | 7 | — | $397 | 新建仓 |
| IMNM | IMMUNOME INC | $394 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC | $393 | 0.00% | 507 | 507 | — | $393 | 新建仓 |
| FNKO | FUNKO INC | $391 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| — | FIDELITY D & D BANCORP INC | $390 | 0.00% | 9 | -6 | -40.0% | -$260 | 减仓 |
| KELYA | KELLY SVCS INC | $390 | 0.00% | 44 | -15 | -25.4% | -$133 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $390 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $389 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EBF | ENNIS INC | $386 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $384 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NATR | NATURES SUNSHINE PRODS INC | $384 | 0.00% | 16 | 8 | 100.0% | $192 | 加仓 |
| MGNI | MAGNITE INC | $381 | 0.00% | 32 | -34 | -51.5% | -$405 | 减仓 |
| WTBA | WEST BANCORPORATION INC | $381 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $381 | 0.00% | 33 | 32 | 3,200.0% | $369 | 加仓 |
| CRK | COMSTOCK RES INC | $380 | 0.00% | 18 | 13 | 260.0% | $274 | 重新持有 |
| WBTN | WEBTOON ENTMT INC | $377 | 0.00% | 41 | -49 | -54.4% | -$451 | 减仓 |
| — | OPTIMIZERX CORP | $377 | 0.00% | 60 | 46 | 328.6% | $289 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $376 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $376 | 0.00% | 49 | 33 | 206.2% | $253 | 加仓 |
| TILE | INTERFACE INC | $374 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CLW | CLEARWATER PAPER CORP | $374 | 0.00% | 26 | 24 | 1,200.0% | $345 | 加仓 |
| — | SLEEP NUMBER CORP | $372 | 0.00% | 207 | 200 | 2,857.1% | $359 | 加仓 |
| DNOW | DNOW INC | $370 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AROW | ARROW FINL CORP | $370 | 0.00% | 11 | 1 | 10.0% | $34 | 加仓 |
| — | AMERICAS CAR-MART INC | $370 | 0.00% | 29 | 29 | — | $370 | 新建仓 |
| MDXG | MIMEDX GROUP INC | $368 | 0.00% | 93 | 63 | 210.0% | $249 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $365 | 0.00% | 29 | -487 | -94.4% | -$6,129 | 重新持有 |
| PLMR | PALOMAR HLDGS INC | $359 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TRUP | TRUPANION INC | $359 | 0.00% | 14 | 7 | 100.0% | $180 | 加仓 |
| YEXT | YEXT INC | $358 | 0.00% | 93 | -178 | -65.7% | -$685 | 减仓 |
| CHEF | CHEFS WHSE INC | $357 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BCML | BAYCOM CORP | $357 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | CANTALOUPE INC | $357 | 0.00% | 33 | 8 | 32.0% | $87 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $357 | 0.00% | 270 | 166 | 159.6% | $219 | 加仓 |
| BOX | BOX INC | $355 | 0.00% | 15 | -17 | -53.1% | -$402 | 重新持有 |
| ONIT | ONITY GROUP INC | $354 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INC | $354 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | OPAL FUELS INC | $353 | 0.00% | 140 | -120 | -46.2% | -$303 | 减仓 |
| CIM | CHIMERA INVT CORP | $352 | 0.00% | 28 | -22 | -44.0% | -$277 | 减仓 |
| DAKT | DAKTRONICS INC | $352 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| OBT | ORANGE CNTY BANCORP INC | $352 | 0.00% | 11 | -1 | -8.3% | -$32 | 减仓 |
| FCCO | FIRST CMNTY CORP S C | $351 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $349 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINL CORP | $345 | 0.00% | 6 | -4 | -40.0% | -$230 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $344 | 0.00% | 19 | 19 | — | $344 | 新建仓 |
| SVV | SAVERS VALUE VLG INC | $343 | 0.00% | 46 | 2 | 4.5% | $15 | 加仓 |
| PHIN | PHINIA INC | $343 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GAMBLING COM GROUP LIMITED | $342 | 0.00% | 88 | 25 | 39.7% | $97 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $341 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $341 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MCHB | MECHANICS BANCORP | $340 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CBAN | COLONY BANKCORP INC | $340 | 0.00% | 17 | 1 | 6.2% | $20 | 加仓 |
| BAP | CREDICORP LTD | $340 | 0.00% | 1 | 1 | — | $340 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $335 | 0.00% | 3 | -1 | -25.0% | -$112 | 减仓 |
| FVCB | FVCBANKCORP INC | $335 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $334 | 0.00% | 13 | -56 | -81.2% | -$1,439 | 减仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $334 | 0.00% | 133 | 87 | 189.1% | $218 | 重新持有 |
| GPI | GROUP 1 AUTOMOTIVE INC | $331 | 0.00% | 1 | -1 | -50.0% | -$331 | 减仓 |
| AVO | MISSION PRODUCE INC | $331 | 0.00% | 24 | -5 | -17.2% | -$69 | 减仓 |
| BWLP | BW LPG LTD | $331 | 0.00% | 19 | -3 | -13.6% | -$52 | 减仓 |
| UA | UNDER ARMOUR INC | $331 | 0.00% | 57 | 57 | — | $331 | 新建仓 |
| ALG | ALAMO GROUP INC | $330 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BH | BIGLARI HLDGS INC | $330 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SANARA MEDTECH INC | $327 | 0.00% | 19 | 18 | 1,800.0% | $310 | 加仓 |
| VEL | VELOCITY FINL INC | $326 | 0.00% | 18 | -1 | -5.3% | -$18 | 减仓 |
| HUBG | HUB GROUP INC | $325 | 0.00% | 9 | 0 | 0.0% | — | 不变 |