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 |
|---|---|---|---|---|---|---|---|---|
| ARI | APOLLO COML REAL ESTATE FIN | $502 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $502 | 0.00% | 99 | -19 | -16.1% | -$96 | 减仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $501 | 0.00% | 206 | -413 | -66.7% | -$1,004 | 减仓 |
| — | MYOMO INC | $498 | 0.00% | 478 | 374 | 359.6% | $390 | 加仓 |
| ASIX | ADVANSIX INC | $497 | 0.00% | 25 | 13 | 108.3% | $258 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $496 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MVBF | MVB FINL CORP | $494 | 0.00% | 17 | -5 | -22.7% | -$145 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $494 | 0.00% | 218 | 218 | — | $494 | 新建仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $489 | 0.00% | 8 | -3 | -27.3% | -$183 | 减仓 |
| XRN | CHIRON REAL ESTATE INC | $488 | 0.00% | 13 | 4 | 44.4% | $150 | 加仓 |
| — | AIRO GROUP HLDGS INC | $488 | 0.00% | 66 | 64 | 3,200.0% | $473 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $488 | 0.00% | 4 | 4 | — | $488 | 新建仓 |
| — | EVOLUTION PETE CORP | $486 | 0.00% | 132 | 130 | 6,500.0% | $479 | 加仓 |
| BALY | BALLYS CORPORATION | $480 | 0.00% | 35 | 31 | 775.0% | $425 | 重新持有 |
| OBT | ORANGE CNTY BANCORP INC | $479 | 0.00% | 13 | 2 | 18.2% | $74 | 加仓 |
| IRMD | IRADIMED CORP | $478 | 0.00% | 5 | -4 | -44.4% | -$382 | 减仓 |
| — | LIFEZONE METALS LIMITED | $478 | 0.00% | 123 | 45 | 57.7% | $175 | 加仓 |
| — | INMUNE BIO INC | $475 | 0.00% | 291 | 280 | 2,545.5% | $457 | 加仓 |
| MTW | MANITOWOC CO INC | $473 | 0.00% | 34 | 8 | 30.8% | $111 | 加仓 |
| BBNX | BETA BIONICS INC | $471 | 0.00% | 30 | -12 | -28.6% | -$188 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC | $467 | 0.00% | 51 | -63 | -55.3% | -$577 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $465 | 0.00% | 48 | -18 | -27.3% | -$174 | 减仓 |
| OLP | ONE LIBERTY PPTYS INC | $464 | 0.00% | 19 | 15 | 375.0% | $366 | 加仓 |
| — | KALTURA INC | $463 | 0.00% | 356 | 220 | 161.8% | $286 | 加仓 |
| HUT | HUT 8 CORP | $462 | 0.00% | 4 | 4 | — | $462 | 新建仓 |
| HLF | HERBALIFE LTD | $461 | 0.00% | 35 | -34 | -49.3% | -$448 | 减仓 |
| ERII | ENERGY RECOVERY INC | $461 | 0.00% | 51 | -11 | -17.7% | -$99 | 减仓 |
| UPST | UPSTART HLDGS INC | $461 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | DMC GLOBAL INC | $459 | 0.00% | 79 | 39 | 97.5% | $227 | 加仓 |
| FCCO | FIRST CMNTY CORP S C | $458 | 0.00% | 14 | 2 | 16.7% | $65 | 加仓 |
| PFF | ISHARES TR | $458 | 0.00% | 15 | 15 | — | $458 | 新建仓 |
| RRBI | RED RIVER BANCSHARES INC | $457 | 0.00% | 5 | -1 | -16.7% | -$91 | 减仓 |
| OMCL | OMNICELL COM | $457 | 0.00% | 11 | 8 | 266.7% | $332 | 重新持有 |
| WTBA | WEST BANCORPORATION INC | $452 | 0.00% | 17 | 1 | 6.2% | $27 | 加仓 |
| CHMG | CHEMUNG FINL CORP | $448 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | SKINHEALTH SYSTEMS INC | $445 | 0.00% | 642 | 449 | 232.6% | $311 | 加仓 |
| ATOM | ATOMERA INC | $445 | 0.00% | 51 | 19 | 59.4% | $166 | 加仓 |
| — | AMERICAS CAR-MART INC | $441 | 0.00% | 158 | 129 | 444.8% | $360 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $441 | 0.00% | 26 | 26 | — | $441 | 新建仓 |
| — | JELD-WEN HLDG INC | $435 | 0.00% | 290 | 290 | — | $435 | 新建仓 |
| NAVN | NAVAN INC | $435 | 0.00% | 19 | 19 | — | $435 | 新建仓 |
| FWRD | FORWARD AIR CORP | $433 | 0.00% | 32 | 18 | 128.6% | $244 | 加仓 |
| LRN | STRIDE INC | $432 | 0.00% | 5 | -2 | -28.6% | -$173 | 减仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $432 | 0.00% | 55 | 51 | 1,275.0% | $401 | 重新持有 |
| FLGT | FULGENT GENETICS INC | $431 | 0.00% | 21 | 21 | — | $431 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $430 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | ACCURAY INC DEL | $428 | 0.00% | 1,657 | 1,590 | 2,373.1% | $411 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $426 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $426 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | BASSETT FURNITURE INDS INC | $426 | 0.00% | 24 | 20 | 500.0% | $355 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $423 | 0.00% | 28 | 28 | — | $423 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $420 | 0.00% | 29 | -63 | -68.5% | -$912 | 减仓 |
| — | MERIDIAN HOLDINGS INC | $418 | 0.00% | 30 | 20 | 200.0% | $279 | 加仓 |
| — | NANO X IMAGING LTD | $418 | 0.00% | 360 | 340 | 1,700.0% | $395 | 加仓 |
| BLND | BLEND LABS INC | $418 | 0.00% | 244 | 244 | — | $418 | 新建仓 |
| — | SEVEN HILLS REALTY TRUST | $414 | 0.00% | 49 | 38 | 345.5% | $321 | 加仓 |
| PHIN | PHINIA INC | $412 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BWFG | BANKWELL FINL GROUP INC | $412 | 0.00% | 7 | 2 | 40.0% | $118 | 加仓 |
| IREN | IREN LIMITED | $412 | 0.00% | 9 | 4 | 80.0% | $183 | 加仓 |
| GRFS | GRIFOLS S A | $411 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| UNTY | UNITY BANCORP INC | $411 | 0.00% | 7 | 3 | 75.0% | $176 | 加仓 |
| FRST | PRIMIS FINANCIAL CORP | $410 | 0.00% | 25 | -9 | -26.5% | -$148 | 减仓 |
| SPIR | SPIRE GLOBAL INC | $410 | 0.00% | 22 | 6 | 37.5% | $112 | 加仓 |
| EQX | EQUINOX GOLD CORP | $409 | 0.00% | 42 | 14 | 50.0% | $136 | 加仓 |
| MTN | VAIL RESORTS INC | $409 | 0.00% | 3 | 2 | 200.0% | $273 | 加仓 |
| VSTS | VESTIS CORPORATION | $407 | 0.00% | 28 | -60 | -68.2% | -$872 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $406 | 0.00% | 13 | -8 | -38.1% | -$250 | 减仓 |
| ECHO | ECHOSTAR CORP | $406 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC | $405 | 0.00% | 98 | 98 | — | $405 | 新建仓 |
| TSBK | TIMBERLAND BANCORP INC | $404 | 0.00% | 9 | 1 | 12.5% | $45 | 加仓 |
| RITM | RITHM CAPITAL CORP | $404 | 0.00% | 43 | -489 | -91.9% | -$4,594 | 重新持有 |
| — | FUTUREFUEL CORP | $403 | 0.00% | 89 | 72 | 423.5% | $326 | 加仓 |
| CDXS | CODEXIS INC | $403 | 0.00% | 178 | 138 | 345.0% | $312 | 加仓 |
| STAA | STAAR SURGICAL CO | $402 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PFIS | PEOPLES FINL SVCS CORP | $399 | 0.00% | 6 | -3 | -33.3% | -$200 | 减仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $398 | 0.00% | 13 | 11 | 550.0% | $337 | 加仓 |
| SRI | STONERIDGE INC | $396 | 0.00% | 54 | -137 | -71.7% | -$1,005 | 减仓 |
| HUBG | HUB GROUP INC | $395 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | CPI CARD GROUP INC | $395 | 0.00% | 19 | 2 | 11.8% | $42 | 加仓 |
| — | CF BANKSHARES INC | $394 | 0.00% | 12 | 5 | 71.4% | $164 | 加仓 |
| — | 1 800 FLOWERS COM INC | $394 | 0.00% | 113 | 90 | 391.3% | $314 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | TUHURA BIOSCIENCES INC | $391 | 0.00% | 167 | -116 | -41.0% | -$272 | 减仓 |
| RMR | RMR GROUP INC | $391 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | ASCENT INDUSTRIES CO | $391 | 0.00% | 26 | 12 | 85.7% | $180 | 加仓 |
| BAP | CREDICORP LTD | $390 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WBTN | WEBTOON ENTMT INC | $389 | 0.00% | 34 | -7 | -17.1% | -$80 | 减仓 |
| CLVT | CLARIVATE PLC | $389 | 0.00% | 180 | 173 | 2,471.4% | $374 | 重新持有 |
| NEOG | NEOGEN CORP | $387 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $387 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $387 | 0.00% | 39 | 14 | 56.0% | $139 | 加仓 |
| EBF | ENNIS INC | $383 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $381 | 0.00% | 18 | 18 | — | $381 | 新建仓 |
| GABC | GERMAN AMERN BANCORP INC | $380 | 0.00% | 8 | -7 | -46.7% | -$332 | 减仓 |
| ASLE | AERSALE CORPORATION | $380 | 0.00% | 60 | 59 | 5,900.0% | $374 | 加仓 |
| GDOT | GREEN DOT CORP | $379 | 0.00% | 28 | -29 | -50.9% | -$393 | 减仓 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $378 | 0.00% | 16 | -7 | -30.4% | -$165 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $376 | 0.00% | 43 | -30 | -41.1% | -$262 | 减仓 |
| MAT | MATTEL INC | $375 | 0.00% | 27 | -3,254 | -99.2% | -$4.52万 | 减仓 |
| — | RITHM PPTY TR INC | $375 | 0.00% | 26 | 22 | 550.0% | $317 | 加仓 |