13F 机构持仓

True Wealth Design, LLC

AKRON OH · SEC CIK 0001966033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 15.8%
BOXX 13.5%
DFIC 10.1%
DIMENSIONAL ET 7.8%
DFEV 7.0%
SIMPLIFY EXCHA 4.5%
DIHP 4.0%
AVUV 3.2%
MTBA 2.6%
SIMPLIFY EXCHA 1.6%

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
MNSO MINISO GROUP HLDG LTD $3740.00%31 -87-73.7% -$1,050 减仓
BFS SAUL CTRS INC $3740.00%10 5100.0% $187 加仓
RBBN RIBBON COMMUNICATIONS INC $3700.00%158 3528.5% $82 加仓
— LCNB CORP $3700.00%21 1090.9% $176 加仓
— CLARUS CORP NEW $3690.00%117 1155,750.0% $363 加仓
PRMB PRIMO BRANDS CORPORATION $3670.00%15 15— $367 新建仓
MCHB MECHANICS BANCORP $3660.00%23 00.0% — 不变
HTLD HEARTLAND EXPRESS INC $3660.00%24 00.0% — 不变
CTRE CARETRUST REIT INC $3640.00%9 -7-43.8% -$283 减仓
TCBX THIRD COAST BANCSHARES INC $3640.00%9 00.0% — 不变
TBI TRUEBLUE INC $3630.00%52 45642.9% $314 加仓
INFY INFOSYS LTD $3570.00%34 -133-79.6% -$1,396 减仓
GOLF ACUSHNET HLDGS CORP $3560.00%3 -5-62.5% -$593 减仓
— TRISALUS LIFE SCIENCES INC $3550.00%78 777,700.0% $350 加仓
SKY CHAMPION HOMES INC $3530.00%4 -5-55.6% -$441 减仓
TME TENCENT MUSIC ENTMT GROUP $3510.00%42 28200.0% $234 加仓
SEDG SOLAREDGE TECHNOLOGIES INC $3510.00%6 6— $351 新建仓
POWW OUTDOOR HOLDING CO $3450.00%151 104221.3% $238 加仓
— MARKETWISE INC $3390.00%19 426.7% $71 加仓
FFBC 1ST FINL BANCORP $3390.00%10 00.0% — 不变
MGTX MEIRAGTX HLDGS PLC $3380.00%25 -1-3.8% -$14 减仓
— BEAZER HOMES USA INC $3370.00%12 111,100.0% $309 加仓
KNF KNIFE RIVER CORP $3350.00%4 4— $335 新建仓
GFL GFL ENVIRONMENTAL INC $3320.00%9 -49-84.5% -$1,808 减仓
BWLP BW LPG LTD $3320.00%19 00.0% — 不变
PKBK PARKE BANCORP INC $3320.00%10 00.0% — 不变
— EAGLE FINL SVCS INC $3320.00%8 360.0% $124 加仓
BBUC BROOKFIELD BUSINESS CORP $3290.00%11 -7-38.9% -$209 减仓
EGHT 8X8 INC NEW $3270.00%191 -658-77.5% -$1,127 减仓
UGP ULTRAPAR PARTICIPACOES SA $3270.00%65 -7-9.7% -$35 减仓
SUZ SUZANO S A $3260.00%42 -176-80.7% -$1,366 减仓
GGB GERDAU SA $3240.00%80 00.0% — 不变
— PLAYSTUDIOS INC $3230.00%647 486301.9% $243 加仓
CBAN COLONY BANKCORP INC $3220.00%16 -1-5.9% -$20 减仓
HBT HBT FINL INC. $3200.00%10 00.0% — 不变
EVGO EVGO INC $3190.00%167 100149.3% $191 加仓
CUBI CUSTOMERS BANCORP INC $3170.00%4 00.0% — 不变
— RIVERVIEW BANCORP INC $3150.00%58 1741.5% $92 加仓
HYLN HYLIION HOLDINGS CORP $3130.00%60 60— $313 新建仓
LILAK LIBERTY LATIN AMERICA LTD $3120.00%40 32400.0% $250 加仓
— VIRGINIA NATL BK CHRLOTSVLE $3110.00%7 116.7% $44 加仓
— NORTHFIELD BANCORP INC DEL $3100.00%21 -85-80.2% -$1,255 减仓
UNIT UNITI GROUP LLC $3100.00%27 -19-41.3% -$218 减仓
LADR LADDER CAP CORP $3090.00%31 -61-66.3% -$608 重新持有
CWK CUSHMAN AND WAKEFIELD LTD $3080.00%23 14.5% $13 加仓
BNTC BENITEC BIOPHARMA INC $3080.00%23 222,200.0% $295 加仓
WSFS WSFS FINL CORP $3070.00%4 -32-88.9% -$2,456 减仓
CARS CARS COM INC $3070.00%28 28— $307 新建仓
PDD PDD HOLDINGS INC $3060.00%4 -42-91.3% -$3,213 减仓
ENIC ENEL CHILE SA $3060.00%68 00.0% — 不变
— SEACOR MARINE HLDGS INC $3060.00%40 20100.0% $153 加仓
CZNC CITIZENS & NORTHN CORP $3040.00%13 00.0% — 不变
NMRK NEWMARK GROUP INC $3030.00%20 00.0% — 不变
FOA FINANCE OF AMERICA COMPAN $3030.00%11 11— $303 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC $3000.00%4 -22-84.6% -$1,650 减仓
— CRINETICS PHARMACEUTICALS IN $3000.00%8 00.0% — 不变
ZGN ERMENEGILDO ZEGNA N V $3000.00%23 00.0% — 不变
BCML BAYCOM CORP $2970.00%9 -3-25.0% -$99 减仓
— OPAL FUELS INC $2970.00%135 -5-3.6% -$11 减仓
ACHC ACADIA HEALTHCARE COMPANY IN $2960.00%10 10— $296 新建仓
TYL TYLER TECHNOLOGIES INC $2930.00%1 -43-97.7% -$1.26万 减仓
PLBC PLUMAS BANCORP $2930.00%5 00.0% — 不变
LAB STANDARD BIOTOOLS INC $2920.00%354 -1,220-77.5% -$1,006 减仓
PIPR PIPER SANDLER COMPANIES $2900.00%4 -8-66.7% -$580 减仓
DYN DYNE THERAPEUTICS INC $2890.00%13 00.0% — 不变
GSM FERROGLOBE PLC $2870.00%90 90— $287 新建仓
HOV HOVNANIAN ENTERPRISES INC $2850.00%2 -2-50.0% -$285 减仓
PCB PCB BANCORP $2840.00%10 -4-28.6% -$114 减仓
HIPO HIPPO HLDGS INC $2830.00%10 10— $283 新建仓
FUTU FUTU HLDGS LTD $2820.00%3 -35-92.1% -$3,290 减仓
— BRC INC $2820.00%254 5427.0% $60 加仓
PCYO PURE CYCLE CORP $2790.00%26 16160.0% $172 加仓
— ATYR PHARMA INC $2770.00%464 392544.4% $234 加仓
— BRT APARTMENTS CORP $2770.00%18 15500.0% $231 加仓
LMNR LIMONEIRA CO $2760.00%21 13162.5% $171 加仓
CIG CIA ENERGETICA DE MINAS GERA $2730.00%130 00.0% — 不变
EFC ELLINGTON FINANCIAL INC $2730.00%20 00.0% — 不变
OPCH OPTION CARE HEALTH INC $2730.00%13 13— $273 新建仓
— NIAGEN BIOSCIENCE INC $2720.00%85 -260-75.4% -$832 减仓
RWT REDWOOD TRUST INC $2710.00%57 51850.0% $242 加仓
AGNT AGNT INC $2710.00%50 50— $271 新建仓
ANAB ANAPTYSBIO INC $2700.00%4 00.0% — 不变
— J JILL INC $2700.00%17 15750.0% $238 加仓
WAFD WAFD INC $2690.00%7 -55-88.7% -$2,114 减仓
COSO COASTALSOUTH BANCSHARES INC $2690.00%10 8400.0% $215 加仓
CNOB CONNECTONE BANCORP INC $2680.00%8 -17-68.0% -$570 减仓
— PROTALIX BIOTHERAPEUTICS INC $2680.00%115 104945.5% $242 加仓
— TTEC HLDGS INC $2680.00%138 1354,500.0% $262 重新持有
NXH BED BATH & BEYOND INC $2670.00%46 00.0% — 不变
STC STEWART INFORMATION SVCS COR $2650.00%4 00.0% — 不变
— JOINT CORP $2640.00%30 20200.0% $176 加仓
FSBW FS BANCORP INC $2610.00%6 00.0% — 不变
DSGN DESIGN THERAPEUTICS INC $2610.00%18 171,700.0% $246 加仓
FULC FULCRUM THERAPEUTICS INC $2600.00%71 2244.9% $81 加仓
SPFI SOUTH PLAINS FINANCIAL INC $2590.00%6 -1-14.3% -$43 减仓
— BAKKT INC $2580.00%33 -55-62.5% -$430 减仓
— LUCID DIAGNOSTICS INC $2560.00%239 2333,883.3% $250 加仓
— ARQ INC $2550.00%100 88733.3% $224 加仓
VNOM VIPER ENERGY INC $2550.00%6 6— $255 新建仓
RM REGIONAL MGMT CORP $2480.00%6 00.0% — 不变