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 |
|---|---|---|---|---|---|---|---|---|
| GBX | GREENBRIER COS INC | $246 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FC | FRANKLIN COVEY CO | $246 | 0.00% | 10 | 4 | 66.7% | $98 | 加仓 |
| FNLC | FIRST BANCORP INC ME | $244 | 0.00% | 7 | 3 | 75.0% | $105 | 加仓 |
| WDFC | WD 40 CO | $244 | 0.00% | 1 | 1 | — | $244 | 新建仓 |
| KT | KT CORP | $242 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | OUTSET MED INC | $242 | 0.00% | 56 | 43 | 330.8% | $186 | 加仓 |
| MRBK | MERIDIAN CORP | $241 | 0.00% | 12 | -3 | -20.0% | -$60 | 减仓 |
| SEG | SEAPORT ENTMT GROUP INC | $240 | 0.00% | 9 | 1 | 12.5% | $27 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $240 | 0.00% | 7 | 7 | — | $240 | 新建仓 |
| — | DOUGLAS ELLIMAN INC | $238 | 0.00% | 134 | 52 | 63.4% | $92 | 加仓 |
| — | FRANKLIN STR PPTYS CORP | $238 | 0.00% | 462 | 326 | 239.7% | $168 | 加仓 |
| — | MONTAUK RENEWABLES INC | $238 | 0.00% | 152 | 95 | 166.7% | $149 | 加仓 |
| USNA | USANA HEALTH SCIENCES INC | $235 | 0.00% | 11 | 1 | 10.0% | $21 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $231 | 0.00% | 4 | 4 | — | $231 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $230 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ACTG | ACACIA RESH CORP | $229 | 0.00% | 49 | 47 | 2,350.0% | $220 | 加仓 |
| — | SB FINL GROUP INC | $228 | 0.00% | 9 | 4 | 80.0% | $101 | 加仓 |
| DSP | VIANT TECHNOLOGY INC | $228 | 0.00% | 18 | 9 | 100.0% | $114 | 加仓 |
| BHB | BAR HBR BANKSHARES | $227 | 0.00% | 6 | 4 | 200.0% | $151 | 加仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $225 | 0.00% | 51 | -255 | -83.3% | -$1,125 | 减仓 |
| SYM | SYMBOTIC INC | $225 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MYFW | FIRST WESTN FINL INC | $225 | 0.00% | 7 | -2 | -22.2% | -$64 | 减仓 |
| — | OPTIMIZERX CORP | $224 | 0.00% | 39 | -21 | -35.0% | -$121 | 减仓 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $223 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO | $223 | 0.00% | 8 | 4 | 100.0% | $112 | 加仓 |
| — | ATLANTIC INTL CORP | $223 | 0.00% | 242 | 229 | 1,761.5% | $211 | 加仓 |
| ACHR | ARCHER AVIATION INC | $223 | 0.00% | 47 | 47 | — | $223 | 新建仓 |
| — | TEADS HLDG CO | $222 | 0.00% | 289 | 153 | 112.5% | $118 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $222 | 0.00% | 65 | 65 | — | $222 | 新建仓 |
| GME | GAMESTOP CORP | $221 | 0.00% | 10 | 10 | — | $221 | 新建仓 |
| ICL | ICL GROUP LTD | $220 | 0.00% | 44 | -339 | -88.5% | -$1,695 | 减仓 |
| BF/A | BROWN FORMAN CORP | $219 | 0.00% | 8 | 1 | 14.3% | $27 | 重新持有 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $218 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CURV | TORRID HLDGS INC | $217 | 0.00% | 116 | 45 | 63.4% | $84 | 加仓 |
| OGN | ORGANON & CO | $217 | 0.00% | 16 | 16 | — | $217 | 新建仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $217 | 0.00% | 8 | 8 | — | $217 | 新建仓 |
| — | VIVID SEATS INC | $216 | 0.00% | 33 | 21 | 175.0% | $137 | 加仓 |
| OXM | OXFORD INDS INC | $210 | 0.00% | 6 | -7 | -53.8% | -$245 | 重新持有 |
| BRCB | BLACK ROCK COFFEE BAR INC | $208 | 0.00% | 25 | 22 | 733.3% | $183 | 加仓 |
| — | ESCALADE INC | $207 | 0.00% | 11 | 3 | 37.5% | $56 | 加仓 |
| — | BIOTE CORP | $207 | 0.00% | 109 | 82 | 303.7% | $156 | 加仓 |
| — | DEFINITIVE HEALTHCARE CORP | $205 | 0.00% | 246 | -93 | -27.4% | -$78 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $205 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| USCB | USCB FINANCIAL HOLDINGS INC | $205 | 0.00% | 10 | 7 | 233.3% | $144 | 加仓 |
| SI | SHOULDER INNOVATIONS INC | $203 | 0.00% | 10 | 9 | 900.0% | $183 | 加仓 |
| HL | HECLA MINING COMPANY | $201 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TARA | PROTARA THERAPEUTICS INC | $199 | 0.00% | 52 | 28 | 116.7% | $107 | 加仓 |
| — | WEYCO GROUP INC | $197 | 0.00% | 5 | 1 | 25.0% | $39 | 加仓 |
| PSMT | PRICESMART INC | $196 | 0.00% | 1 | -7 | -87.5% | -$1,372 | 减仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $196 | 0.00% | 15 | -22 | -59.5% | -$287 | 减仓 |
| — | FB BANCORP INC | $196 | 0.00% | 13 | 10 | 333.3% | $151 | 加仓 |
| FSBC | FIVE STAR BANCORP | $195 | 0.00% | 4 | -8 | -66.7% | -$390 | 减仓 |
| TALO | TALOS ENERGY INC | $194 | 0.00% | 15 | -60 | -80.0% | -$776 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $192 | 0.00% | 11 | -31 | -73.8% | -$541 | 减仓 |
| — | WALDENCAST PLC | $191 | 0.00% | 108 | 98 | 980.0% | $173 | 加仓 |
| BEKE | KE HLDGS INC | $189 | 0.00% | 13 | -114 | -89.8% | -$1,657 | 减仓 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $188 | 0.00% | 8 | -2 | -20.0% | -$47 | 减仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $187 | 0.00% | 11 | -44 | -80.0% | -$748 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $186 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ASTE | ASTEC INDS INC | $184 | 0.00% | 3 | -9 | -75.0% | -$552 | 减仓 |
| MPAA | MOTORCAR PTS AMER INC | $184 | 0.00% | 12 | -6 | -33.3% | -$92 | 减仓 |
| — | TRANSCONTINENTAL RLTY INVS | $184 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CMTG | CLAROS MTG TR INC | $184 | 0.00% | 78 | 42 | 116.7% | $99 | 重新持有 |
| — | ARRIVE AI INC | $183 | 0.00% | 426 | 383 | 890.7% | $165 | 加仓 |
| — | VUZIX CORP | $183 | 0.00% | 63 | 63 | — | $183 | 新建仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $182 | 0.00% | 20 | 10 | 100.0% | $91 | 加仓 |
| LEN/B | LENNAR CORP | $178 | 0.00% | 2 | -1 | -33.3% | -$89 | 减仓 |
| — | HEALTH CATALYST INC | $178 | 0.00% | 89 | 89 | — | $178 | 新建仓 |
| SOBO | SOUTH BOW CORP | $177 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $176 | 0.00% | 2 | -13 | -86.7% | -$1,144 | 减仓 |
| — | CADELER A S | $176 | 0.00% | 8 | 6 | 300.0% | $132 | 重新持有 |
| — | SECURITY NATL FINL CORP | $175 | 0.00% | 18 | 13 | 260.0% | $126 | 加仓 |
| — | FLYEXCLUSIVE INC | $174 | 0.00% | 87 | 78 | 866.7% | $156 | 加仓 |
| TEM | TEMPUS AI INC | $174 | 0.00% | 3 | 3 | — | $174 | 新建仓 |
| CAL | CALERES INC | $174 | 0.00% | 14 | 5 | 55.6% | $62 | 重新持有 |
| — | MAINSTREET BANCSHARES INC | $173 | 0.00% | 7 | 7 | — | $173 | 新建仓 |
| TIMB | TIM S A | $172 | 0.00% | 8 | -9 | -52.9% | -$194 | 减仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $172 | 0.00% | 2 | 2 | — | $172 | 新建仓 |
| — | EPSILON ENERGY LTD | $168 | 0.00% | 31 | -19 | -38.0% | -$103 | 减仓 |
| — | NERDY INC | $167 | 0.00% | 182 | 27 | 17.4% | $25 | 加仓 |
| — | RESOURCES CONNECTION INC | $166 | 0.00% | 39 | 30 | 333.3% | $128 | 加仓 |
| — | CREXENDO INC | $165 | 0.00% | 22 | -30 | -57.7% | -$225 | 减仓 |
| — | HANOVER BANCORP INC | $164 | 0.00% | 7 | 7 | — | $164 | 新建仓 |
| NOVT | NOVANTA INC | $163 | 0.00% | 1 | -23 | -95.8% | -$3,749 | 减仓 |
| RLGT | RADIANT LOGISTICS INC | $161 | 0.00% | 17 | -7 | -29.2% | -$66 | 减仓 |
| PACK | RANPAK HOLDINGS CORP | $161 | 0.00% | 22 | 22 | — | $161 | 新建仓 |
| PGEN | PRECIGEN INC | $160 | 0.00% | 28 | 28 | — | $160 | 新建仓 |
| — | RICHMOND MUT BANCORPORATION | $159 | 0.00% | 10 | 10 | — | $159 | 新建仓 |
| RIG | TRANSOCEAN LTD | $157 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MASS | 908 DEVICES INC | $157 | 0.00% | 18 | -11 | -37.9% | -$96 | 减仓 |
| HVT | HAVERTY FURNITURE COS INC | $154 | 0.00% | 6 | -16 | -72.7% | -$411 | 减仓 |
| — | TRAVELZOO | $152 | 0.00% | 13 | -6 | -31.6% | -$70 | 减仓 |
| KVYO | KLAVIYO INC | $151 | 0.00% | 10 | -90 | -90.0% | -$1,359 | 减仓 |
| — | SKILLSOFT CORP | $151 | 0.00% | 29 | 28 | 2,800.0% | $146 | 加仓 |
| — | SUNRISE RLTY TR INC | $151 | 0.00% | 19 | 19 | — | $151 | 新建仓 |
| FLXS | FLEXSTEEL INDS INC | $149 | 0.00% | 2 | 1 | 100.0% | $74 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $149 | 0.00% | 13 | 13 | — | $149 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $146 | 0.00% | 10 | 7 | 233.3% | $102 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $145 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CITIZENS FINL SVCS INC | $145 | 0.00% | 2 | 1 | 100.0% | $72 | 加仓 |