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 |
|---|---|---|---|---|---|---|---|---|
| BRC | BRADY CORP | $325 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CHMG | CHEMUNG FINL CORP | $323 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CREXENDO INC | $321 | 0.00% | 52 | 50 | 2,500.0% | $309 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC | $316 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PCB | PCB BANCORP | $315 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $315 | 0.00% | 244 | 229 | 1,526.7% | $296 | 加仓 |
| BXP | BXP INC | $312 | 0.00% | 6 | -215 | -97.3% | -$1.12万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $311 | 0.00% | 130 | 126 | 3,150.0% | $301 | 加仓 |
| — | EAGLE BANCORP MONT INC | $309 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | EPSILON ENERGY LTD | $308 | 0.00% | 50 | 48 | 2,400.0% | $296 | 加仓 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $307 | 0.00% | 14 | -16 | -53.3% | -$351 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $305 | 0.00% | 42 | 5 | 13.5% | $36 | 加仓 |
| MTW | MANITOWOC CO INC | $303 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TRDA | ENTRADA THERAPEUTICS INC | $303 | 0.00% | 24 | 23 | 2,300.0% | $290 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $303 | 0.00% | 44 | 44 | — | $303 | 新建仓 |
| — | SELECTQUOTE INC | $301 | 0.00% | 477 | -380 | -44.3% | -$240 | 减仓 |
| KT | KT CORP | $301 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $300 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | TREACE MED CONCEPTS INC | $299 | 0.00% | 223 | 178 | 395.6% | $239 | 重新持有 |
| XRN | CHIRON REAL ESTATE INC | $298 | 0.00% | 9 | 1 | 12.5% | $33 | 加仓 |
| SPT | SPROUT SOCIAL INC | $297 | 0.00% | 52 | -246 | -82.6% | -$1,405 | 减仓 |
| ONC | BEONE MEDICINES LTD | $297 | 0.00% | 1 | -5 | -83.3% | -$1,485 | 减仓 |
| — | RCI HOSPITALITY HLDGS INC | $297 | 0.00% | 13 | -31 | -70.5% | -$708 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $297 | 0.00% | 16 | 2 | 14.3% | $37 | 加仓 |
| CENT | CENTRAL GARDEN & PET CO | $295 | 0.00% | 8 | -1 | -11.1% | -$37 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $295 | 0.00% | 23 | -1 | -4.2% | -$13 | 重新持有 |
| RMR | RMR GROUP INC | $294 | 0.00% | 19 | -32 | -62.7% | -$495 | 减仓 |
| CALX | CALIX INC | $294 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $294 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $293 | 0.00% | 12 | 5 | 71.4% | $122 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $292 | 0.00% | 2 | -1 | -33.3% | -$146 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $292 | 0.00% | 9 | 8 | 800.0% | $260 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $291 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CZNC | CITIZENS & NORTHN CORP | $291 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $290 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $290 | 0.00% | 49 | 33 | 206.2% | $195 | 加仓 |
| GGB | GERDAU SA | $289 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $288 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS | $286 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MRBK | MERIDIAN CORP | $285 | 0.00% | 15 | 1 | 7.1% | $19 | 加仓 |
| PKBK | PARKE BANCORP INC | $284 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | MARKETWISE INC | $281 | 0.00% | 15 | -3 | -16.7% | -$56 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $280 | 0.00% | 21 | 21 | — | $280 | 新建仓 |
| FFBC | 1ST FINL BANCORP | $279 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP INC | $278 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $278 | 0.00% | 15 | 3 | 25.0% | $56 | 加仓 |
| PNTG | PENNANT GROUP INC | $275 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $275 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GPGI | GPGI INC | $274 | 0.00% | 16 | -46 | -74.2% | -$788 | 减仓 |
| HCKT | HACKETT GROUP INC | $274 | 0.00% | 21 | 21 | — | $274 | 新建仓 |
| ATNI | ATN INTL INC | $273 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | PROASSURANCE CORP | $272 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KLC | KINDERCARE LEARNING COMPANIE | $271 | 0.00% | 123 | -142 | -53.6% | -$313 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $270 | 0.00% | 22 | -24 | -52.2% | -$295 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $269 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EU | ENCORE ENERGY CORP | $269 | 0.00% | 149 | 40 | 36.7% | $72 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC | $268 | 0.00% | 158 | -16 | -9.2% | -$27 | 减仓 |
| ENIC | ENEL CHILE SA | $268 | 0.00% | 68 | -4 | -5.6% | -$16 | 减仓 |
| HBT | HBT FINL INC. | $268 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MRX | MAREX GROUP PLC | $268 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $266 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $266 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NKTX | NKARTA INC | $266 | 0.00% | 126 | 114 | 950.0% | $241 | 加仓 |
| MAC | MACERICH CO | $265 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GBX | GREENBRIER COS INC | $264 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ATLC | ATLANTICUS HOLDINGS CORP | $263 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | LIFEZONE METALS LIMITED | $263 | 0.00% | 78 | 4 | 5.4% | $13 | 加仓 |
| STAA | STAAR SURGICAL CO | $262 | 0.00% | 14 | -27 | -65.9% | -$505 | 减仓 |
| GLIBK | GCI LIBERTY INC | $261 | 0.00% | 7 | -3 | -30.0% | -$112 | 减仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $261 | 0.00% | 123 | 120 | 4,000.0% | $255 | 加仓 |
| LEN/B | LENNAR CORP | $253 | 0.00% | 3 | -32 | -91.4% | -$2,699 | 减仓 |
| — | LINKBANCORP INC | $251 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC | $251 | 0.00% | 194 | 171 | 743.5% | $221 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC | $250 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| STC | STEWART INFORMATION SVCS COR | $247 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CPI CARD GROUP INC | $247 | 0.00% | 17 | 7 | 70.0% | $102 | 加仓 |
| — | CVRX INC | $246 | 0.00% | 26 | 26 | — | $246 | 新建仓 |
| LIF | LIFE360 INC | $245 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PLBC | PLUMAS BANCORP | $245 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $243 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $243 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BWFG | BANKWELL FINL GROUP INC | $243 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINIUM CORPORATION | $242 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $242 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $241 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | TUCOWS INC | $241 | 0.00% | 14 | 9 | 180.0% | $155 | 加仓 |
| — | EIGHTCO HOLDINGS INC | $241 | 0.00% | 258 | 258 | — | $241 | 新建仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $240 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $239 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRS INC DEL | $238 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $237 | 0.00% | 20 | -125 | -86.2% | -$1,481 | 减仓 |
| KE | KIMBALL ELECTRONICS INC | $237 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC COMPANY | $237 | 0.00% | 16 | 11 | 220.0% | $163 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $236 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $236 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $236 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP | $234 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $234 | 0.00% | 45 | 45 | — | $234 | 新建仓 |
| FSBW | FS BANCORP INC | $232 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OLAPLEX HLDGS INC | $232 | 0.00% | 114 | 62 | 119.2% | $126 | 加仓 |