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 |
|---|---|---|---|---|---|---|---|---|
| — | FINWISE BANCORP | $145 | 0.00% | 10 | 10 | — | $145 | 新建仓 |
| — | SPOK HLDGS INC | $144 | 0.00% | 14 | 7 | 100.0% | $72 | 加仓 |
| ACU | ACME UTD CORP | $144 | 0.00% | 3 | 3 | — | $144 | 新建仓 |
| — | SIGHT SCIENCES INC | $141 | 0.00% | 26 | -13 | -33.3% | -$70 | 减仓 |
| — | HAMILTON BEACH BRANDS HLDG C | $139 | 0.00% | 6 | 6 | — | $139 | 新建仓 |
| — | HAIN CELESTIAL GROUP INC | $136 | 0.00% | 241 | 104 | 75.9% | $59 | 加仓 |
| — | OAK VY BANCORP OAKDALE CALIF | $135 | 0.00% | 4 | -1 | -20.0% | -$34 | 减仓 |
| OABI | OMNIAB INC | $133 | 0.00% | 54 | 38 | 237.5% | $94 | 加仓 |
| — | LIFEVANTAGE CORP | $132 | 0.00% | 21 | 17 | 425.0% | $107 | 加仓 |
| MBI | MBIA INC | $131 | 0.00% | 20 | -18 | -47.4% | -$118 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $131 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JMSB | JOHN MARSHALL BANCORP INC | $131 | 0.00% | 6 | 5 | 500.0% | $109 | 加仓 |
| LMND | LEMONADE INC | $131 | 0.00% | 2 | 2 | — | $131 | 新建仓 |
| — | FIRST CAP INC | $130 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $128 | 0.00% | 3 | -178 | -98.3% | -$7,595 | 减仓 |
| — | AXIA ENERGIA SA | $127 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | NI HLDGS INC | $126 | 0.00% | 8 | 3 | 60.0% | $47 | 加仓 |
| LAZ | LAZARD INC | $126 | 0.00% | 3 | -72 | -96.0% | -$3,024 | 重新持有 |
| PINE | ALPINE INCOME PPTY TR INC | $125 | 0.00% | 6 | 3 | 100.0% | $62 | 加仓 |
| AROW | ARROW FINL CORP | $123 | 0.00% | 3 | -8 | -72.7% | -$328 | 减仓 |
| BOC | BOSTON OMAHA CORP | $123 | 0.00% | 9 | 7 | 350.0% | $96 | 加仓 |
| — | UNION BANKSHARES INC | $122 | 0.00% | 5 | 5 | — | $122 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $122 | 0.00% | 21 | 21 | — | $122 | 新建仓 |
| SWBI | SMITH & WESSON BRANDS INC | $121 | 0.00% | 8 | -4 | -33.3% | -$60 | 减仓 |
| — | KRONOS WORLDWIDE INC | $121 | 0.00% | 19 | 8 | 72.7% | $51 | 加仓 |
| — | MAMMOTH ENERGY SVCS INC | $121 | 0.00% | 37 | 12 | 48.0% | $39 | 加仓 |
| KRUS | KURA SUSHI USA INC | $116 | 0.00% | 2 | 2 | — | $116 | 新建仓 |
| UE | URBAN EDGE PPTYS | $115 | 0.00% | 5 | -15 | -75.0% | -$345 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $112 | 0.00% | 3 | -15 | -83.3% | -$560 | 减仓 |
| — | FITLIFE BRANDS INC | $111 | 0.00% | 10 | 10 | — | $111 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $108 | 0.00% | 17 | 17 | — | $108 | 新建仓 |
| ONON | ON HLDG AG | $107 | 0.00% | 3 | -33 | -91.7% | -$1,177 | 减仓 |
| — | CAPSOVISION INC | $107 | 0.00% | 14 | 14 | — | $107 | 新建仓 |
| OKLO | OKLO INC | $105 | 0.00% | 2 | 2 | — | $105 | 新建仓 |
| WHD | CACTUS INC | $103 | 0.00% | 2 | 2 | — | $103 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $102 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GREENE CNTY BANCORP INC | $101 | 0.00% | 3 | -2 | -40.0% | -$67 | 减仓 |
| — | HIREQUEST INC | $101 | 0.00% | 8 | 6 | 300.0% | $76 | 加仓 |
| — | NACCO INDS INC | $101 | 0.00% | 2 | 2 | — | $101 | 新建仓 |
| ACIC | AMERICAN COASTAL INS CORP | $100 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | PAMT CORP | $99 | 0.00% | 7 | 2 | 40.0% | $28 | 加仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $97 | 0.00% | 9 | -9 | -50.0% | -$97 | 减仓 |
| — | WESTWOOD HLDGS GROUP INC | $96 | 0.00% | 5 | 4 | 400.0% | $77 | 加仓 |
| NPCE | NEUROPACE INC | $96 | 0.00% | 6 | 6 | — | $96 | 新建仓 |
| IMMR | IMMERSION CORP | $95 | 0.00% | 14 | 9 | 180.0% | $61 | 加仓 |
| — | PATRIOT NATL BANCORP INC | $95 | 0.00% | 99 | 95 | 2,375.0% | $91 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $94 | 0.00% | 22 | -156 | -87.6% | -$667 | 减仓 |
| VEL | VELOCITY FINL INC | $93 | 0.00% | 5 | -13 | -72.2% | -$242 | 减仓 |
| PSK | SPDR SERIES TRUST | $92 | 0.00% | 3 | 3 | — | $92 | 新建仓 |
| ISTR | INVESTAR HOLDING CORP | $90 | 0.00% | 3 | -1 | -25.0% | -$30 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $90 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $89 | 0.00% | 14 | -6 | -30.0% | -$38 | 减仓 |
| — | LIBERTY CAP CORP | $88 | 0.00% | 4 | 4 | — | $88 | 新建仓 |
| CTO | CTO RLTY GROWTH INC NEW | $87 | 0.00% | 4 | -11 | -73.3% | -$239 | 减仓 |
| ELMD | ELECTROMED INC | $85 | 0.00% | 2 | 1 | 100.0% | $42 | 加仓 |
| — | EXZEO GROUP INC | $85 | 0.00% | 5 | 5 | — | $85 | 新建仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $84 | 0.00% | 16 | 8 | 100.0% | $42 | 加仓 |
| — | NET POWER INC | $84 | 0.00% | 50 | 38 | 316.7% | $64 | 加仓 |
| STEP | STEPSTONE GROUP INC | $83 | 0.00% | 2 | -79 | -97.5% | -$3,278 | 减仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $81 | 0.00% | 4 | 4 | — | $81 | 新建仓 |
| — | ECB BANCORP INC | $81 | 0.00% | 4 | 4 | — | $81 | 新建仓 |
| — | C & F FINL CORP | $80 | 0.00% | 1 | 1 | — | $80 | 新建仓 |
| — | CLIPPER RLTY INC | $77 | 0.00% | 28 | 17 | 154.5% | $47 | 加仓 |
| KIDS | ORTHOPEDIATRICS CORP | $77 | 0.00% | 4 | 4 | — | $77 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $76 | 0.00% | 16 | -70 | -81.4% | -$332 | 减仓 |
| — | PRINCETON BANCORP INC | $76 | 0.00% | 2 | 1 | 100.0% | $38 | 加仓 |
| — | XEROX HOLDINGS CORP | $76 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $75 | 0.00% | 2 | -4 | -66.7% | -$150 | 减仓 |
| — | GENCOR INDS INC | $75 | 0.00% | 5 | -3 | -37.5% | -$45 | 减仓 |
| RAL | RALLIANT CORP | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TEVOGEN BIO HLDGS INC | $74 | 0.00% | 13 | 13 | — | $74 | 新建仓 |
| NVCT | NUVECTIS PHARMA INC | $74 | 0.00% | 4 | 4 | — | $74 | 新建仓 |
| — | KULR TECHNOLOGY GROUP INC | $73 | 0.00% | 19 | 17 | 850.0% | $65 | 加仓 |
| — | RGC RES INC | $72 | 0.00% | 3 | -1 | -25.0% | -$24 | 减仓 |
| — | SKYX PLATFORMS CORP | $71 | 0.00% | 64 | 57 | 814.3% | $63 | 加仓 |
| — | AUDIOEYE INC | $70 | 0.00% | 12 | 8 | 200.0% | $47 | 加仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $69 | 0.00% | 14 | -6 | -30.0% | -$30 | 减仓 |
| CCNE | CNB FINL CORP PA | $68 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $68 | 0.00% | 18 | -184 | -91.1% | -$695 | 重新持有 |
| EBC | EASTERN BANKSHARES INC | $67 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PXED | PHOENIX ED PARTNERS INC | $66 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SOUTHLAND HLDGS INC | $66 | 0.00% | 99 | 78 | 371.4% | $52 | 加仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $62 | 0.00% | 4 | 3 | 300.0% | $46 | 加仓 |
| BSY | BENTLEY SYS INC | $60 | 0.00% | 2 | -4 | -66.7% | -$120 | 减仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $60 | 0.00% | 3 | -7 | -70.0% | -$140 | 减仓 |
| INNV | INNOVAGE HLDG CORP | $60 | 0.00% | 5 | -1 | -16.7% | -$12 | 减仓 |
| OPBK | OP BANCORP | $60 | 0.00% | 4 | 3 | 300.0% | $45 | 加仓 |
| — | PRO-DEX INC COLO | $59 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ISPIRE TECHNOLOGY INC | $58 | 0.00% | 51 | 20 | 64.5% | $23 | 加仓 |
| CRD/A | CRAWFORD & CO | $57 | 0.00% | 5 | -2 | -28.6% | -$23 | 减仓 |
| PRAA | PRA GROUP INC | $57 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ALPHA TEKNOVA INC | $57 | 0.00% | 10 | 7 | 233.3% | $40 | 加仓 |
| BKV | BKV CORP | $55 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | LIVEWIRE GROUP INC | $55 | 0.00% | 49 | 19 | 63.3% | $21 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $52 | 0.00% | 11 | -31 | -73.8% | -$147 | 减仓 |
| — | PUTNAM ETF TRUST | $52 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $52 | 0.00% | 5 | -16 | -76.2% | -$166 | 重新持有 |
| VIAV | VIAVI SOLUTIONS INC | $48 | 0.00% | 1 | 1 | — | $48 | 新建仓 |
| AVNW | AVIAT NETWORKS INC | $45 | 0.00% | 2 | -2 | -50.0% | -$45 | 减仓 |
| — | ACTUATE THERAPEUTICS INC | $45 | 0.00% | 29 | 15 | 107.1% | $23 | 加仓 |