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 |
|---|---|---|---|---|---|---|---|---|
| ACH | ACCENDRA HEALTH INC | $45 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | EVI INDS INC | $45 | 0.00% | 3 | 2 | 200.0% | $30 | 加仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $44 | 0.00% | 20 | -36 | -64.3% | -$79 | 减仓 |
| VLGEA | VILLAGE SUPER MKT INC | $43 | 0.00% | 1 | -2 | -66.7% | -$86 | 减仓 |
| NBBK | NB BANCORP INC | $43 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BV FINL INC | $43 | 0.00% | 2 | 2 | — | $43 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $42 | 0.00% | 5 | -7 | -58.3% | -$59 | 减仓 |
| CRMD | CORMEDIX INC | $40 | 0.00% | 5 | 5 | — | $40 | 新建仓 |
| LQDT | LIQUIDITY SVCS INC | $40 | 0.00% | 1 | 1 | — | $40 | 新建仓 |
| — | HAWTHORN BANCSHARES INC | $40 | 0.00% | 1 | 1 | — | $40 | 新建仓 |
| ESOA | ENERGY SERVICES OF AMER CORP | $39 | 0.00% | 2 | 2 | — | $39 | 新建仓 |
| — | CB FINL SVCS INC | $38 | 0.00% | 1 | 1 | — | $38 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $37 | 0.00% | 1 | -8 | -88.9% | -$296 | 减仓 |
| — | VERDE CLEAN FUELS INC | $37 | 0.00% | 36 | 25 | 227.3% | $26 | 加仓 |
| — | NEONODE INC | $37 | 0.00% | 39 | 31 | 387.5% | $29 | 重新持有 |
| CASK | MGP INGREDIENTS INC NEW | $36 | 0.00% | 2 | -7 | -77.8% | -$126 | 减仓 |
| MG | MISTRAS GROUP INC | $35 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | RHINEBECK BANCORP INC | $35 | 0.00% | 2 | 2 | — | $35 | 新建仓 |
| — | LANDS END INC NEW | $32 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | LANDMARK BANCORP INC | $31 | 0.00% | 1 | 1 | — | $31 | 新建仓 |
| — | MEDALLION FINANCIAL CORP | $31 | 0.00% | 3 | 3 | — | $31 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $31 | 0.00% | 1 | 1 | — | $31 | 新建仓 |
| LWAY | LIFEWAY FOODS INC | $30 | 0.00% | 1 | 1 | — | $30 | 新建仓 |
| — | STRAWBERRY FIELDS REIT INC | $28 | 0.00% | 2 | 2 | — | $28 | 新建仓 |
| — | COMPX INTL INC | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $25 | 0.00% | 20 | -261 | -92.9% | -$326 | 重新持有 |
| — | KOLIBRI GLOBAL ENERGY INC | $25 | 0.00% | 5 | 5 | — | $25 | 新建仓 |
| — | VROOM INC | $24 | 0.00% | 3 | 3 | — | $24 | 新建仓 |
| NATR | NATURES SUNSHINE PRODS INC | $22 | 0.00% | 1 | -15 | -93.8% | -$330 | 减仓 |
| TTAM | TITAN AMER SA | $19 | 0.00% | 1 | -6 | -85.7% | -$114 | 减仓 |
| — | OPENDOOR TECHNOLOGIES INC | $18 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $16 | 0.00% | 5 | 5 | — | $16 | 新建仓 |
| — | UNIVERSAL LOGISTICS HLDGS IN | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| — | MEDIWOUND LTD | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $13 | 0.00% | 1 | -45 | -97.8% | -$585 | 减仓 |
| — | SOLESENCE INC | $13 | 0.00% | 17 | 12 | 240.0% | $9 | 加仓 |
| — | SBC MED GROUP HLDGS INC | $13 | 0.00% | 4 | 4 | — | $13 | 新建仓 |
| — | AIRSHIP AI HLDGS INC | $12 | 0.00% | 5 | 2 | 66.7% | $5 | 加仓 |
| — | SILVERCREST ASSET MGMT GROUP | $11 | 0.00% | 1 | -1 | -50.0% | -$11 | 减仓 |
| — | A K A BRANDS HLDG CORP | $11 | 0.00% | 1 | -1 | -50.0% | -$11 | 减仓 |
| — | OPENDOOR TECHNOLOGIES INC | $11 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | FOLD HLDGS INC | $10 | 0.00% | 20 | 14 | 233.3% | $7 | 加仓 |
| — | CONSUMER PORTFOLIO SVCS INC | $10 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | US GOLDMINING INC | $9 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $9 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | XCF GLOBAL INC | $9 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ALTI GLOBAL INC | $8 | 0.00% | 2 | -31 | -93.9% | -$124 | 减仓 |
| TWI | TITAN INTL INC ILL | $8 | 0.00% | 1 | -10 | -90.9% | -$80 | 减仓 |
| — | MOBILE INFRASTRUCTURE CORP | $7 | 0.00% | 5 | 1 | 25.0% | $1 | 加仓 |
| — | HF FOODS GROUP INC | $6 | 0.00% | 4 | 0 | 0.0% | — | 重新持有 |
| — | TVARDI THERAPEUTICS INC | $4 | 0.00% | 2 | -7 | -77.8% | -$14 | 减仓 |
| — | GOSSAMER BIO INC | $4 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | SIEBERT FINL CORP | $4 | 0.00% | 2 | -2 | -50.0% | -$4 | 减仓 |
| BTG | B2GOLD CORP | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GEN DIGITAL INC | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -668 | -100.0% | -$12.31万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -2,600 | -100.0% | -$11.87万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -4,251 | -100.0% | -$11.00万 | 清仓 |
| QDF | FLEXSHARES TR | $0 | 0.00% | 0 | -1,308 | -100.0% | -$10.35万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -5,112 | -100.0% | -$9.07万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -700 | -100.0% | -$8.97万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,661 | -100.0% | -$8.41万 | 清仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $0 | 0.00% | 0 | -1,850 | -100.0% | -$6.21万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -2,142 | -100.0% | -$5.78万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,244 | -100.0% | -$5.63万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,551 | -100.0% | -$4.52万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -618 | -100.0% | -$3.64万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -172 | -100.0% | -$3.06万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -583 | -100.0% | -$2.72万 | 清仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -550 | -100.0% | -$2.61万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -102 | -100.0% | -$2.59万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -396 | -100.0% | -$2.57万 | 清仓 |
| PAAA | PGIM ETF TR | $0 | 0.00% | 0 | -500 | -100.0% | -$2.56万 | 清仓 |
| FLXR | TCW ETF TRUST | $0 | 0.00% | 0 | -645 | -100.0% | -$2.53万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -331 | -100.0% | -$2.50万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -500 | -100.0% | -$2.48万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -267 | -100.0% | -$2.46万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -105 | -100.0% | -$2.17万 | 清仓 |
| FIDU | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -250 | -100.0% | -$2.16万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -309 | -100.0% | -$1.30万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -893 | -100.0% | -$1.29万 | 清仓 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -235 | -100.0% | -$1.23万 | 清仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -300 | -100.0% | -$1.18万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -194 | -100.0% | -$1.07万 | 清仓 |
| CVI | CVR ENERGY INC | $0 | 0.00% | 0 | -281 | -100.0% | -$9,456 | 清仓 |
| REMX | VANECK ETF TRUST | $0 | 0.00% | 0 | -100 | -100.0% | -$8,800 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -120 | -100.0% | -$8,294 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -214 | -100.0% | -$7,591 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -454 | -100.0% | -$7,001 | 清仓 |
| WGO | WINNEBAGO INDS INC | $0 | 0.00% | 0 | -192 | -100.0% | -$5,951 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -150 | -100.0% | -$5,664 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -158 | -100.0% | -$5,553 | 清仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -125 | -100.0% | -$5,458 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -58 | -100.0% | -$5,316 | 清仓 |
| — | ENHABIT INC | $0 | 0.00% | 0 | -352 | -100.0% | -$4,960 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -77 | -100.0% | -$4,945 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -647 | -100.0% | -$4,510 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -52 | -100.0% | -$4,157 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -77 | -100.0% | -$3,881 | 清仓 |
| NICE | NICE LTD | $0 | 0.00% | 0 | -34 | -100.0% | -$3,749 | 清仓 |