True Wealth Design, LLC
AKRON OH · SEC CIK 0001966033
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BCAX | BICARA THERAPEUTICS INC | $683 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $682 | 0.00% | 88 | -49 | -35.8% | -$380 | 减仓 |
| TRTX | TPG RE FIN TR INC | $678 | 0.00% | 81 | 77 | 1,925.0% | $645 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $674 | 0.00% | 32 | 2 | 6.7% | $42 | 加仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $674 | 0.00% | 108 | 63 | 140.0% | $393 | 重新持有 |
| — | EAGLE BANCORP MONT INC | $671 | 0.00% | 28 | 13 | 86.7% | $312 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $669 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $666 | 0.00% | 1,290 | 1,054 | 446.6% | $544 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC | $665 | 0.00% | 312 | 154 | 97.5% | $328 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $660 | 0.00% | 12 | 12 | — | $660 | 新建仓 |
| NCMI | NATIONAL CINEMEDIA INC | $658 | 0.00% | 173 | 108 | 166.2% | $411 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $656 | 0.00% | 121 | 121 | — | $656 | 新建仓 |
| PKOH | PARK-OHIO HLDGS CORP | $654 | 0.00% | 17 | -1 | -5.6% | -$38 | 减仓 |
| — | GAMBLING COM GROUP LIMITED | $654 | 0.00% | 344 | 256 | 290.9% | $487 | 加仓 |
| ANGO | ANGIODYNAMICS INC | $651 | 0.00% | 50 | 45 | 900.0% | $586 | 重新持有 |
| — | PIONEER BANCORP INC MD | $649 | 0.00% | 38 | -2 | -5.0% | -$34 | 减仓 |
| TSSI | TSS INC DEL | $640 | 0.00% | 52 | 52 | — | $640 | 新建仓 |
| — | QUANTUM SI INC | $638 | 0.00% | 720 | 213 | 42.0% | $189 | 加仓 |
| TRC | TEJON RANCH CO | $636 | 0.00% | 34 | -23 | -40.4% | -$430 | 减仓 |
| CBT | CABOT CORP | $636 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NHC | NATIONAL HEALTHCARE CORP | $635 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AXIAY | AXIA ENERGIA SA | $634 | 0.00% | 60 | -18 | -23.1% | -$190 | 减仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $633 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $631 | 0.00% | 40 | 40 | — | $631 | 新建仓 |
| BKU | BANKUNITED INC | $630 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | PICARD MEDICAL INC | $625 | 0.00% | 3,822 | 3,640 | 2,000.0% | $595 | 加仓 |
| AGNC | AGNC INVT CORP | $622 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| AURA | AURA BIOSCIENCES INC | $618 | 0.00% | 87 | 73 | 521.4% | $519 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $615 | 0.00% | 1 | -1 | -50.0% | -$615 | 减仓 |
| PAYS | PAYSIGN INC | $615 | 0.00% | 75 | 44 | 141.9% | $361 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $614 | 0.00% | 365 | 95 | 35.2% | $160 | 加仓 |
| EVH | EVOLENT HEALTH INC | $608 | 0.00% | 112 | 63 | 128.6% | $342 | 加仓 |
| — | AVITA MEDICAL INC | $608 | 0.00% | 147 | 138 | 1,533.3% | $571 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $605 | 0.00% | 111 | -30 | -21.3% | -$164 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $605 | 0.00% | 13 | 4 | 44.4% | $186 | 加仓 |
| — | AMERICAN VANGUARD CORP | $605 | 0.00% | 216 | 152 | 237.5% | $426 | 加仓 |
| RBB | RBB BANCORP | $604 | 0.00% | 22 | -1 | -4.3% | -$27 | 减仓 |
| LI | LI AUTO INC | $599 | 0.00% | 51 | -267 | -84.0% | -$3,136 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $599 | 0.00% | 17 | -3 | -15.0% | -$106 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $598 | 0.00% | 40 | 40 | — | $598 | 新建仓 |
| BILI | BILIBILI INC | $597 | 0.00% | 35 | -102 | -74.5% | -$1,740 | 减仓 |
| — | BLAIZE HLDGS INC | $597 | 0.00% | 432 | 167 | 63.0% | $231 | 加仓 |
| SKYW | SKYWEST INC | $596 | 0.00% | 6 | -56 | -90.3% | -$5,563 | 减仓 |
| ALT | ALTIMMUNE INC | $596 | 0.00% | 196 | 196 | — | $596 | 新建仓 |
| FVCB | FVCBANKCORP INC | $595 | 0.00% | 34 | 12 | 54.5% | $210 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $593 | 0.00% | 21 | 2 | 10.5% | $56 | 加仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $591 | 0.00% | 22 | 1 | 4.8% | $27 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $591 | 0.00% | 12 | 12 | — | $591 | 新建仓 |
| URGN | UROGEN PHARMA LTD | $589 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP | $586 | 0.00% | 13 | -13 | -50.0% | -$586 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $584 | 0.00% | 82 | -358 | -81.4% | -$2,550 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $584 | 0.00% | 72 | 72 | — | $584 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $583 | 0.00% | 284 | 249 | 711.4% | $511 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $582 | 0.00% | 43 | 43 | — | $582 | 新建仓 |
| — | PLDT INC | $579 | 0.00% | 33 | -126 | -79.2% | -$2,211 | 减仓 |
| — | TPG MTG INVTS TR INC | $579 | 0.00% | 73 | 69 | 1,725.0% | $547 | 加仓 |
| ALKS | ALKERMES PLC | $577 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SPNT | SIRIUSPOINT LTD | $576 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $576 | 0.00% | 22 | 22 | — | $576 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $575 | 0.00% | 9 | 9 | — | $575 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $574 | 0.00% | 73 | -3 | -3.9% | -$24 | 减仓 |
| — | PULMONX CORP | $574 | 0.00% | 441 | 276 | 167.3% | $359 | 加仓 |
| TDAY | USA TODAY CO INC | $573 | 0.00% | 67 | -68 | -50.4% | -$582 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $572 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ZUMZ | ZUMIEZ INC | $570 | 0.00% | 32 | -18 | -36.0% | -$321 | 减仓 |
| ONC | BEONE MEDICINES LTD | $570 | 0.00% | 2 | 1 | 100.0% | $285 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $568 | 0.00% | 122 | 122 | — | $568 | 新建仓 |
| SVCO | SILVACO GROUP INC | $566 | 0.00% | 41 | 18 | 78.3% | $248 | 加仓 |
| MP | MP MATERIALS CORP | $561 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HAUZ | DBX ETF TR | $561 | 0.00% | 25 | 25 | — | $561 | 新建仓 |
| CIB | GRUPO CIBEST SA | $557 | 0.00% | 7 | -4 | -36.4% | -$318 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $556 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC | $554 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $553 | 0.00% | 12 | 5 | 71.4% | $230 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $552 | 0.00% | 21 | 20 | 2,000.0% | $526 | 加仓 |
| APOG | APOGEE ENTERPRISES INC | $549 | 0.00% | 12 | 12 | — | $549 | 新建仓 |
| HYLB | DBX ETF TR | $548 | 0.00% | 15 | 15 | — | $548 | 新建仓 |
| NWFL | NORWOOD FINANCIAL CORP | $547 | 0.00% | 17 | 3 | 21.4% | $97 | 加仓 |
| CCBG | CAPITAL CITY BANK | $544 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $543 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $542 | 0.00% | 209 | 41 | 24.4% | $106 | 加仓 |
| — | CARLSMED INC | $540 | 0.00% | 52 | 50 | 2,500.0% | $519 | 加仓 |
| TILE | INTERFACE INC | $538 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | CHICAGO ATLANTIC REAL ESTATE | $536 | 0.00% | 50 | 48 | 2,400.0% | $515 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $535 | 0.00% | 6 | 6 | — | $535 | 新建仓 |
| TG | TREDEGAR CORP | $534 | 0.00% | 67 | 58 | 644.4% | $462 | 加仓 |
| CHCO | CITY HLDG CO | $531 | 0.00% | 4 | -2 | -33.3% | -$266 | 减仓 |
| — | COLUMBIA FINL INC | $531 | 0.00% | 25 | -2 | -7.4% | -$42 | 减仓 |
| INTA | INTAPP INC | $530 | 0.00% | 21 | -22 | -51.2% | -$555 | 减仓 |
| BSRR | SIERRA BANCORP | $530 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $529 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HY | HYSTER-YALE INC | $526 | 0.00% | 15 | 15 | — | $526 | 新建仓 |
| — | EHEALTH INC | $519 | 0.00% | 348 | 154 | 79.4% | $230 | 加仓 |
| — | BARK INC | $519 | 0.00% | 52 | 52 | — | $519 | 新建仓 |
| — | FINWARD BANCORP | $515 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | FIDELITY D & D BANCORP INC | $515 | 0.00% | 10 | 1 | 11.1% | $52 | 加仓 |
| — | TUCOWS INC | $512 | 0.00% | 38 | 24 | 171.4% | $323 | 加仓 |
| AXGN | AXOGEN INC | $509 | 0.00% | 11 | 11 | — | $509 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $507 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ATNI | ATN INTL INC | $504 | 0.00% | 19 | 9 | 90.0% | $239 | 加仓 |