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 |
|---|---|---|---|---|---|---|---|---|
| — | TRANSCONTINENTAL RLTY INVS | $140 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $140 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WTI | W & T OFFSHORE INC | $140 | 0.00% | 41 | -14 | -25.5% | -$48 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP | $140 | 0.00% | 6 | 4 | 200.0% | $93 | 加仓 |
| OPFI | OPPFI INC | $139 | 0.00% | 18 | -6 | -25.0% | -$46 | 减仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $139 | 0.00% | 6 | 2 | 50.0% | $46 | 加仓 |
| GDRX | GOODRX HLDGS INC | $138 | 0.00% | 70 | -71 | -50.4% | -$140 | 减仓 |
| — | ESCALADE INC | $138 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $138 | 0.00% | 21 | 21 | — | $138 | 新建仓 |
| — | EVE HLDG INC | $137 | 0.00% | 55 | -105 | -65.6% | -$262 | 减仓 |
| PKE | PARK AEROSPACE CORP | $137 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $135 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $135 | 0.00% | 82 | 74 | 925.0% | $122 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $134 | 0.00% | 16 | 16 | — | $134 | 新建仓 |
| GSAT | GLOBALSTAR INC | $133 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR | $133 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC | $133 | 0.00% | 56 | 50 | 833.3% | $119 | 加仓 |
| CTGO | CONTANGO SILVER & GOLD INC | $132 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | CENTRAIS ELET BRAS SA | $132 | 0.00% | 12 | -8 | -40.0% | -$88 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $131 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP | $131 | 0.00% | 11 | 11 | — | $131 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $130 | 0.00% | 14 | -38 | -73.1% | -$353 | 减仓 |
| MTN | VAIL RESORTS INC | $129 | 0.00% | 1 | -12 | -92.3% | -$1,548 | 减仓 |
| RUSHB | RUSH ENTERPRISES INC | $129 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WEYCO GROUP INC | $129 | 0.00% | 4 | 2 | 100.0% | $64 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC | $127 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CURV | TORRID HLDGS INC | $127 | 0.00% | 71 | 62 | 688.9% | $111 | 加仓 |
| — | NERDY INC | $127 | 0.00% | 155 | 140 | 933.3% | $115 | 重新持有 |
| — | FARADAY FUTURE INTLGT ELEC I | $127 | 0.00% | 460 | 460 | — | $127 | 新建仓 |
| — | XOMA ROYALTY CORPORATION | $126 | 0.00% | 4 | 1 | 33.3% | $32 | 加仓 |
| TARA | PROTARA THERAPEUTICS INC | $126 | 0.00% | 24 | 24 | — | $126 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $125 | 0.00% | 6 | 6 | — | $125 | 新建仓 |
| ATOM | ATOMERA INC | $122 | 0.00% | 32 | 32 | — | $122 | 新建仓 |
| — | AMERICAN WOODMARK CORP | $120 | 0.00% | 3 | -17 | -85.0% | -$680 | 减仓 |
| — | ALTI GLOBAL INC | $120 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BSVN | BANK7 CORP | $120 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | GENCOR INDS INC | $120 | 0.00% | 8 | 3 | 60.0% | $45 | 加仓 |
| RDW | REDWIRE CORPORATION | $119 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $118 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $118 | 0.00% | 57 | 51 | 850.0% | $106 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $117 | 0.00% | 2 | -8 | -80.0% | -$468 | 减仓 |
| RCKY | ROCKY BRANDS INC | $117 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $116 | 0.00% | 67 | -33 | -33.0% | -$57 | 减仓 |
| EVCM | EVERCOMMERCE INC | $115 | 0.00% | 10 | -1 | -9.1% | -$12 | 减仓 |
| — | GLOBAL WTR RES INC | $114 | 0.00% | 15 | 2 | 15.4% | $15 | 加仓 |
| — | GREENE CNTY BANCORP INC | $113 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $113 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | TRAVELZOO | $113 | 0.00% | 19 | 18 | 1,800.0% | $107 | 加仓 |
| TBCH | TURTLE BEACH CORP | $112 | 0.00% | 11 | -19 | -63.3% | -$193 | 减仓 |
| — | SUPERIOR GROUP OF CO INC | $112 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC | $112 | 0.00% | 49 | 26 | 113.0% | $59 | 加仓 |
| MGRC | MCGRATH RENTCORP | $111 | 0.00% | 1 | -20 | -95.2% | -$2,220 | 减仓 |
| ICLR | ICON PLC | $111 | 0.00% | 1 | -2 | -66.7% | -$222 | 减仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $111 | 0.00% | 18 | 17 | 1,700.0% | $105 | 加仓 |
| — | SUNOPTA INC | $111 | 0.00% | 17 | 17 | — | $111 | 新建仓 |
| ISTR | INVESTAR HOLDING CORP | $110 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EVC | ENTRAVISION COMMUNICATIONS C | $110 | 0.00% | 37 | 1 | 2.8% | $3 | 加仓 |
| LMNR | LIMONEIRA CO | $108 | 0.00% | 8 | 7 | 700.0% | $94 | 加仓 |
| BF/B | BROWN FORMAN CORP | $106 | 0.00% | 4 | -129 | -97.0% | -$3,418 | 减仓 |
| TDUP | THREDUP INC | $105 | 0.00% | 32 | 3 | 10.3% | $10 | 加仓 |
| TTAM | TITAN AMER SA | $105 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | SB FINL GROUP INC | $105 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | EGAIN CORP | $103 | 0.00% | 13 | 1 | 8.3% | $8 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $102 | 0.00% | 9 | -15 | -62.5% | -$170 | 减仓 |
| DSP | VIANT TECHNOLOGY INC | $101 | 0.00% | 9 | -3 | -25.0% | -$34 | 减仓 |
| PCYO | PURE CYCLE CORP | $101 | 0.00% | 10 | 7 | 233.3% | $71 | 加仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $100 | 0.00% | 21 | -75 | -78.1% | -$357 | 减仓 |
| — | FIRST CAP INC | $100 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP NEW | $99 | 0.00% | 20 | 20 | — | $99 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $99 | 0.00% | 32 | 32 | — | $99 | 新建仓 |
| — | MAXCYTE INC | $98 | 0.00% | 139 | -2 | -1.4% | -$1 | 减仓 |
| — | ON24 INC | $98 | 0.00% | 12 | 4 | 50.0% | $33 | 加仓 |
| NVGS | NAVIGATOR HLDGS LTD | $97 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | HAIN CELESTIAL GROUP INC | $96 | 0.00% | 137 | -250 | -64.6% | -$175 | 减仓 |
| — | STEREOTAXIS INC | $96 | 0.00% | 52 | -4 | -7.1% | -$7 | 减仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $96 | 0.00% | 20 | 15 | 300.0% | $72 | 加仓 |
| — | BARK INC | $96 | 0.00% | 189 | 188 | 18,800.0% | $95 | 加仓 |
| CTS | CTS CORP | $96 | 0.00% | 2 | -4 | -66.7% | -$192 | 重新持有 |
| FCPT | FOUR CORNERS PPTY TR INC | $95 | 0.00% | 4 | -62 | -93.9% | -$1,472 | 减仓 |
| — | UNITED SEC BANCSHARES CALIF | $95 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $95 | 0.00% | 47 | 20 | 74.1% | $40 | 加仓 |
| FC | FRANKLIN COVEY CO | $95 | 0.00% | 6 | 5 | 500.0% | $79 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $95 | 0.00% | 21 | -69 | -76.7% | -$312 | 重新持有 |
| AURA | AURA BIOSCIENCES INC | $94 | 0.00% | 14 | 14 | — | $94 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $91 | 0.00% | 2 | -2 | -50.0% | -$91 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $91 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $91 | 0.00% | 136 | 129 | 1,842.9% | $86 | 加仓 |
| — | SEVEN HILLS REALTY TRUST | $91 | 0.00% | 11 | 7 | 175.0% | $58 | 重新持有 |
| — | TEADS HLDG CO | $90 | 0.00% | 136 | 126 | 1,260.0% | $83 | 加仓 |
| — | RGC RES INC | $89 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | JOINT CORP | $89 | 0.00% | 10 | 6 | 150.0% | $53 | 加仓 |
| GEF/B | GREIF INC | $88 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC | $88 | 0.00% | 32 | -251 | -88.7% | -$690 | 重新持有 |
| MCBS | METROCITY BANKSHARES INC | $87 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $87 | 0.00% | 35 | 28 | 400.0% | $70 | 加仓 |
| INSE | INSPIRED ENTMT INC | $86 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | SWK HLDGS CORP | $86 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OLP | ONE LIBERTY PPTYS INC | $86 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $84 | 0.00% | 15 | 11 | 275.0% | $62 | 加仓 |
| ZG | ZILLOW GROUP INC | $83 | 0.00% | 2 | -5 | -71.4% | -$208 | 减仓 |