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 |
|---|---|---|---|---|---|---|---|---|
| ALTG | ALTA EQUIPMENT GROUP INC | $231 | 0.00% | 43 | 26 | 152.9% | $140 | 加仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $230 | 0.00% | 6 | -1 | -14.3% | -$38 | 减仓 |
| EZPW | EZCORP INC | $229 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $228 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $228 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | RIVERVIEW BANCORP INC | $226 | 0.00% | 41 | -6 | -12.8% | -$33 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $226 | 0.00% | 26 | 1 | 4.0% | $9 | 加仓 |
| — | SOUNDTHINKING INC | $226 | 0.00% | 34 | 33 | 3,300.0% | $219 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $225 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $225 | 0.00% | 38 | 38 | — | $225 | 新建仓 |
| RDNT | RADNET INC | $224 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FSTR | FOSTER L B CO | $224 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MYFW | FIRST WESTN FINL INC | $222 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $222 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | REPOSITRAK INC | $221 | 0.00% | 29 | 29 | — | $221 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $217 | 0.00% | 7 | 2 | 40.0% | $62 | 加仓 |
| CDZI | CADIZ INC | $217 | 0.00% | 44 | 28 | 175.0% | $138 | 加仓 |
| — | HERON THERAPEUTICS INC | $217 | 0.00% | 271 | 271 | — | $217 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $214 | 0.00% | 7 | -6 | -46.2% | -$183 | 减仓 |
| NXH | BED BATH & BEYOND INC | $214 | 0.00% | 46 | 46 | — | $214 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $213 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $213 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | PULMONX CORP | $213 | 0.00% | 165 | 165 | — | $213 | 新建仓 |
| HROW | HARROW INC | $212 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $211 | 0.00% | 6 | -7 | -53.8% | -$246 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $211 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | DMC GLOBAL INC | $209 | 0.00% | 40 | 30 | 300.0% | $157 | 重新持有 |
| FIP | FTAI INFRASTRUCTURE INC | $208 | 0.00% | 42 | -75 | -64.1% | -$371 | 减仓 |
| UNTY | UNITY BANCORP INC | $208 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $208 | 0.00% | 5 | -1 | -16.7% | -$42 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $207 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BMRC | BANK OF MARIN BANCORP | $206 | 0.00% | 8 | -1 | -11.1% | -$26 | 减仓 |
| SPIR | SPIRE GLOBAL INC | $202 | 0.00% | 16 | 13 | 433.3% | $164 | 加仓 |
| MPAA | MOTORCAR PTS AMER INC | $200 | 0.00% | 18 | -20 | -52.6% | -$222 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $199 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | FORRESTER RESH INC | $199 | 0.00% | 35 | 29 | 483.3% | $165 | 加仓 |
| NCMI | NATIONAL CINEMEDIA INC | $199 | 0.00% | 65 | 65 | — | $199 | 新建仓 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $198 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CF BANKSHARES INC | $196 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $194 | 0.00% | 5 | -85 | -94.4% | -$3,298 | 减仓 |
| RM | REGIONAL MGMT CORP | $194 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $190 | 0.00% | 3 | -7 | -70.0% | -$443 | 减仓 |
| PONY | PONY AI INC | $189 | 0.00% | 20 | 20 | — | $189 | 新建仓 |
| — | ASCENT INDUSTRIES CO | $187 | 0.00% | 14 | 12 | 600.0% | $160 | 加仓 |
| CLFD | CLEARFIELD INC | $186 | 0.00% | 7 | -2 | -22.2% | -$53 | 减仓 |
| — | AARDVARK THERAPEUTICS INC | $185 | 0.00% | 49 | 49 | — | $185 | 新建仓 |
| PAYS | PAYSIGN INC | $183 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SCSC | SCANSOURCE INC | $182 | 0.00% | 5 | -36 | -87.8% | -$1,310 | 减仓 |
| MBUU | MALIBU BOATS INC | $182 | 0.00% | 7 | -4 | -36.4% | -$104 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $181 | 0.00% | 10 | -5 | -33.3% | -$90 | 减仓 |
| — | CARNIVAL PLC | $181 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BELFA | BEL FUSE INC | $181 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MASS | 908 DEVICES INC | $178 | 0.00% | 29 | -5 | -14.7% | -$31 | 减仓 |
| — | EAGLE FINL SVCS INC | $175 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USNA | USANA HEALTH SCIENCES INC | $175 | 0.00% | 10 | 8 | 400.0% | $140 | 加仓 |
| — | CARTESIAN THERAPEUTICS INC | $173 | 0.00% | 28 | 28 | — | $173 | 新建仓 |
| — | THE BEAUTY HEALTH COMPANY | $172 | 0.00% | 193 | -116 | -37.5% | -$103 | 减仓 |
| — | LCNB CORP | $172 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SEG | SEAPORT ENTMT GROUP INC | $172 | 0.00% | 8 | 1 | 14.3% | $22 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $172 | 0.00% | 12 | 4 | 50.0% | $57 | 加仓 |
| IREN | IREN LIMITED | $172 | 0.00% | 5 | 5 | — | $172 | 新建仓 |
| TIPT | TIPTREE INC | $170 | 0.00% | 10 | -20 | -66.7% | -$340 | 减仓 |
| RLGT | RADIANT LOGISTICS INC | $170 | 0.00% | 24 | 17 | 242.9% | $120 | 加仓 |
| ADV | ADVANTAGE SOLUTIONS INC | $170 | 0.00% | 8 | 8 | — | $170 | 新建仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $168 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $167 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KROS | KEROS THERAPEUTICS INC | $166 | 0.00% | 15 | -57 | -79.2% | -$631 | 减仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $166 | 0.00% | 27 | -17 | -38.6% | -$105 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $166 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | KALTURA INC | $166 | 0.00% | 136 | 52 | 61.9% | $63 | 加仓 |
| CASK | MGP INGREDIENTS INC NEW | $166 | 0.00% | 9 | 3 | 50.0% | $55 | 重新持有 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $165 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC | $164 | 0.00% | 28 | 28 | — | $164 | 新建仓 |
| CCI | CROWN CASTLE INC | $163 | 0.00% | 2 | -20 | -90.9% | -$1,630 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $163 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OAK VY BANCORP OAKDALE CALIF | $163 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BFS | SAUL CTRS INC | $163 | 0.00% | 5 | 1 | 25.0% | $33 | 加仓 |
| SVCO | SILVACO GROUP INC | $163 | 0.00% | 23 | 14 | 155.6% | $99 | 重新持有 |
| LCID | LUCID GROUP INC | $163 | 0.00% | 17 | 16 | 1,600.0% | $153 | 重新持有 |
| MEC | MAYVILLE ENGR CO INC | $162 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | AMERICAN VANGUARD CORP | $160 | 0.00% | 64 | 51 | 392.3% | $128 | 重新持有 |
| KOS | KOSMOS ENERGY LTD | $159 | 0.00% | 57 | 57 | — | $159 | 新建仓 |
| — | BRC INC | $156 | 0.00% | 200 | -445 | -69.0% | -$347 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $154 | 0.00% | 6 | -99 | -94.3% | -$2,541 | 减仓 |
| U | UNITY SOFTWARE INC | $154 | 0.00% | 7 | -51 | -87.9% | -$1,122 | 减仓 |
| NTGR | NETGEAR INC | $153 | 0.00% | 7 | -66 | -90.4% | -$1,443 | 减仓 |
| — | LIBERTY BROADBAND CORP | $151 | 0.00% | 3 | -1 | -25.0% | -$50 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $151 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $150 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $149 | 0.00% | 236 | 229 | 3,271.4% | $145 | 加仓 |
| — | SIGHT SCIENCES INC | $148 | 0.00% | 39 | 9 | 30.0% | $34 | 加仓 |
| IDT | IDT CORP | $148 | 0.00% | 3 | 1 | 50.0% | $49 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $147 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TRNS | TRANSCAT INC | $147 | 0.00% | 2 | 2 | — | $147 | 新建仓 |
| MRCY | MERCURY SYS INC | $146 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SLDE | SLIDE INS HLDGS INC | $144 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | SEACOR MARINE HLDGS INC | $144 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $142 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $141 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ZEVIA PBC | $141 | 0.00% | 120 | 111 | 1,233.3% | $130 | 加仓 |