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 |
|---|---|---|---|---|---|---|---|---|
| AOMR | ANGEL OAK MORTGAGE REIT INC | $83 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $81 | 0.00% | 1 | -3 | -75.0% | -$243 | 减仓 |
| RGR | STURM RUGER & CO INC | $81 | 0.00% | 2 | -3 | -60.0% | -$122 | 减仓 |
| — | EASTERN CO | $81 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | BLUE FOUNDRY BANCORP | $80 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | GOHEALTH INC | $79 | 0.00% | 52 | -18 | -25.7% | -$27 | 减仓 |
| — | ADC THERAPEUTICS SA | $79 | 0.00% | 21 | -9 | -30.0% | -$34 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $78 | 0.00% | 2 | -2 | -50.0% | -$78 | 减仓 |
| — | SPOK HLDGS INC | $77 | 0.00% | 7 | -38 | -84.4% | -$418 | 减仓 |
| TWI | TITAN INTL INC ILL | $77 | 0.00% | 11 | -19 | -63.3% | -$133 | 减仓 |
| SIBN | SI BONE INC | $76 | 0.00% | 6 | 4 | 200.0% | $51 | 加仓 |
| — | PLAYSTUDIOS INC | $76 | 0.00% | 161 | 158 | 5,266.7% | $75 | 加仓 |
| NVAX | NOVAVAX INC | $74 | 0.00% | 9 | 9 | — | $74 | 新建仓 |
| — | KRONOS WORLDWIDE INC | $73 | 0.00% | 11 | 8 | 266.7% | $53 | 加仓 |
| — | PALLADYNE AI CORP | $73 | 0.00% | 12 | 12 | — | $73 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $73 | 0.00% | 43 | 43 | — | $73 | 新建仓 |
| — | MERIDIAN HOLDINGS INC | $73 | 0.00% | 10 | 10 | — | $73 | 新建仓 |
| TG | TREDEGAR CORP | $72 | 0.00% | 9 | 1 | 12.5% | $8 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $71 | 0.00% | 8 | -109 | -93.2% | -$967 | 减仓 |
| BJRI | BJS RESTAURANTS INC | $71 | 0.00% | 2 | -3 | -60.0% | -$106 | 减仓 |
| — | MYOMO INC | $71 | 0.00% | 104 | 67 | 181.1% | $46 | 加仓 |
| — | VIVID SEATS INC | $71 | 0.00% | 12 | 11 | 1,100.0% | $65 | 加仓 |
| CRD/A | CRAWFORD & CO | $70 | 0.00% | 7 | -1 | -12.5% | -$10 | 减仓 |
| — | 1 800 FLOWERS COM INC | $70 | 0.00% | 23 | 20 | 666.7% | $61 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $69 | 0.00% | 20 | 2 | 11.1% | $7 | 加仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $68 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FUTUREFUEL CORP | $66 | 0.00% | 17 | -19 | -52.8% | -$74 | 减仓 |
| — | MONTAUK RENEWABLES INC | $66 | 0.00% | 57 | 45 | 375.0% | $52 | 加仓 |
| CDXS | CODEXIS INC | $66 | 0.00% | 40 | 40 | — | $66 | 新建仓 |
| — | NI HLDGS INC | $65 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $65 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AKEBIA THREAPEUTICS INC | $64 | 0.00% | 46 | -12 | -20.7% | -$17 | 重新持有 |
| SABR | SABRE CORP | $63 | 0.00% | 43 | -650 | -93.8% | -$952 | 减仓 |
| PXED | PHOENIX ED PARTNERS INC | $63 | 0.00% | 2 | 2 | — | $63 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $62 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CITIZENS FINL SVCS INC | $62 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | STRATUS PPTYS INC | $62 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $62 | 0.00% | 7 | 5 | 250.0% | $44 | 加仓 |
| — | MAMMOTH ENERGY SVCS INC | $62 | 0.00% | 25 | 21 | 525.0% | $52 | 加仓 |
| — | ALIGHT INC | $62 | 0.00% | 106 | 103 | 3,433.3% | $60 | 重新持有 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $61 | 0.00% | 3 | 3 | — | $61 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $60 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VIA | VIA TRANSN INC | $60 | 0.00% | 4 | 4 | — | $60 | 新建仓 |
| ZBIO | ZENAS BIOPHARMA INC | $59 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $59 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RSVR | RESERVOIR MEDIA INC | $59 | 0.00% | 6 | 1 | 20.0% | $10 | 加仓 |
| — | TRUBRIDGE INC | $59 | 0.00% | 4 | 4 | — | $59 | 新建仓 |
| — | NAVIENT CORPORATION | $58 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ISPIRE TECHNOLOGY INC | $58 | 0.00% | 31 | 5 | 19.2% | $9 | 加仓 |
| BKV | BKV CORP | $58 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CCNE | CNB FINL CORP PA | $58 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $57 | 0.00% | 3 | -3 | -50.0% | -$57 | 减仓 |
| — | BASSETT FURNITURE INDS INC | $57 | 0.00% | 4 | 3 | 300.0% | $43 | 加仓 |
| — | ATYR PHARMA INC | $57 | 0.00% | 72 | 72 | — | $57 | 新建仓 |
| USCB | USCB FINANCIAL HOLDINGS INC | $56 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PINE | ALPINE INCOME PPTY TR INC | $54 | 0.00% | 3 | -1 | -25.0% | -$18 | 减仓 |
| — | RITHM PPTY TR INC | $54 | 0.00% | 4 | 4 | — | $54 | 新建仓 |
| PRAA | PRA GROUP INC | $53 | 0.00% | 3 | -80 | -96.4% | -$1,413 | 减仓 |
| — | RE/MAX HLDGS INC | $52 | 0.00% | 9 | -41 | -82.0% | -$237 | 减仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $52 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $51 | 0.00% | 6 | 6 | — | $51 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $50 | 0.00% | 2 | -3 | -60.0% | -$75 | 减仓 |
| — | PRO-DEX INC COLO | $50 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| COSO | COASTALSOUTH BANCSHARES INC | $50 | 0.00% | 2 | 2 | — | $50 | 新建仓 |
| — | LIVEWIRE GROUP INC | $50 | 0.00% | 30 | 30 | — | $50 | 新建仓 |
| — | OUTSET MED INC | $50 | 0.00% | 13 | 13 | — | $50 | 新建仓 |
| INNV | INNOVAGE HLDG CORP | $49 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | SECURITY NATL FINL CORP | $48 | 0.00% | 5 | 4 | 400.0% | $38 | 重新持有 |
| — | NANO X IMAGING LTD | $46 | 0.00% | 20 | 4 | 25.0% | $9 | 加仓 |
| — | EMERALD HOLDING INC | $46 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LFCR | LIFECORE BIOMEDICAL INC | $45 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SMRT | SMARTRENT INC | $45 | 0.00% | 30 | -8 | -21.1% | -$12 | 减仓 |
| FLXS | FLEXSTEEL INDS INC | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NBBK | NB BANCORP INC | $43 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PAMT CORP | $43 | 0.00% | 5 | 2 | 66.7% | $17 | 加仓 |
| RAL | RALLIANT CORP | $42 | 0.00% | 1 | -13 | -92.9% | -$546 | 减仓 |
| — | FB BANCORP INC | $42 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BRT APARTMENTS CORP | $41 | 0.00% | 3 | 2 | 200.0% | $27 | 加仓 |
| — | PEOPLES BANCORP N C INC | $40 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ATLANTIC INTL CORP | $40 | 0.00% | 13 | 11 | 550.0% | $34 | 重新持有 |
| — | ACTUATE THERAPEUTICS INC | $39 | 0.00% | 14 | 13 | 1,300.0% | $36 | 加仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $39 | 0.00% | 3 | 3 | — | $39 | 新建仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $38 | 0.00% | 8 | 4 | 100.0% | $19 | 加仓 |
| — | BIOTE CORP | $37 | 0.00% | 27 | -14 | -34.1% | -$19 | 减仓 |
| — | NATIONAL BANKSHARES INC VA | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ODYSSEY MARINE EXPL INC | $36 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NX | QUANEX BLDG PRODS CORP | $36 | 0.00% | 2 | 2 | — | $36 | 新建仓 |
| — | THE REAL BROKERAGE INC | $35 | 0.00% | 14 | 4 | 40.0% | $10 | 加仓 |
| — | ARRIVE AI INC | $35 | 0.00% | 43 | 43 | — | $35 | 新建仓 |
| — | LANDS END INC NEW | $34 | 0.00% | 3 | -4 | -57.1% | -$45 | 减仓 |
| — | PRINCETON BANCORP INC | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $34 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WEST | WESTROCK COFFEE CO | $34 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CLIPPER RLTY INC | $34 | 0.00% | 11 | 9 | 450.0% | $28 | 加仓 |
| — | AVITA MEDICAL INC | $34 | 0.00% | 9 | 7 | 350.0% | $26 | 加仓 |
| — | RESOURCES CONNECTION INC | $34 | 0.00% | 9 | -6 | -40.0% | -$23 | 重新持有 |
| MTUS | METALLUS INC | $33 | 0.00% | 2 | -3 | -60.0% | -$50 | 减仓 |
| — | SMITH MIDLAND CORP | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |