13F 机构持仓

True Wealth Design, LLC

AKRON OH · SEC CIK 0001966033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 15.8%
BOXX 13.5%
DFIC 10.1%
DIMENSIONAL ET 7.8%
DFEV 7.0%
SIMPLIFY EXCHA 4.5%
DIHP 4.0%
AVUV 3.2%
MTBA 2.6%
SIMPLIFY EXCHA 1.6%

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
KBR KBR INC $00.00%0 -101-100.0% -$3,723 清仓
— FLUSHING FINL CORP $00.00%0 -238-100.0% -$3,656 清仓
CROX CROCS INC $00.00%0 -41-100.0% -$3,404 清仓
APLE APPLE HOSPITALITY REIT INC $00.00%0 -288-100.0% -$3,315 清仓
— VERIS RESIDENTIAL INC $00.00%0 -167-100.0% -$3,152 清仓
XPRO EXPRO GROUP HOLDINGS NV $00.00%0 -180-100.0% -$3,134 清仓
— HERITAGE COMM CORP $00.00%0 -242-100.0% -$3,021 清仓
— CLEARWATER ANALYTICS HLDGS I $00.00%0 -126-100.0% -$2,980 清仓
— DAY ONE BIOPHARMACEUTICALS I $00.00%0 -128-100.0% -$2,745 清仓
— DIAMOND HILL INVT GROUP INC $00.00%0 -14-100.0% -$2,410 清仓
TCOM TRIP COM GROUP LTD $00.00%0 -45-100.0% -$2,241 清仓
TPG TPG INC $00.00%0 -53-100.0% -$2,148 清仓
— UDEMY INC $00.00%0 -462-100.0% -$2,135 清仓
PATH UIPATH INC $00.00%0 -184-100.0% -$2,043 清仓
NATL NCR ATLEOS CORPORATION $00.00%0 -45-100.0% -$1,962 清仓
SAIL SAILPOINT INC $00.00%0 -148-100.0% -$1,960 清仓
ALK ALASKA AIR GROUP INC $00.00%0 -53-100.0% -$1,950 清仓
— KENNEDY-WILSON HOLDINGS INC $00.00%0 -174-100.0% -$1,883 清仓
— GREAT LAKES DREDGE & DOCK CO $00.00%0 -106-100.0% -$1,802 清仓
— SUN CTRY AIRLS HLDGS INC $00.00%0 -109-100.0% -$1,801 清仓
— ONESTREAM INC $00.00%0 -74-100.0% -$1,776 清仓
— ELME COMMUNITIES $00.00%0 -878-100.0% -$1,765 清仓
PWP PERELLA WEINBERG PARTNERS $00.00%0 -77-100.0% -$1,399 清仓
PRM PERIMETER SOLUTIONS INC $00.00%0 -57-100.0% -$1,392 清仓
TAL TAL ED GROUP $00.00%0 -115-100.0% -$1,308 清仓
ORKA ORUKA THERAPEUTICS INC $00.00%0 -26-100.0% -$1,276 清仓
JBS JBS N.V. $00.00%0 -70-100.0% -$1,258 清仓
CASH PATHWARD FINANCIAL INC $00.00%0 -14-100.0% -$1,250 清仓
— SERVICE PPTYS TR $00.00%0 -880-100.0% -$1,193 清仓
MQ MARQETA INC $00.00%0 -285-100.0% -$1,163 清仓
BBW BUILD-A-BEAR WORKSHOP INC $00.00%0 -31-100.0% -$1,161 清仓
ESAB ESAB CORPORATION $00.00%0 -12-100.0% -$1,160 清仓
HZO MARINEMAX INC $00.00%0 -42-100.0% -$1,137 清仓
— KALVISTA PHARMACEUTICALS INC $00.00%0 -54-100.0% -$1,088 清仓
AMPX AMPRIUS TECHNOLOGIES INC $00.00%0 -61-100.0% -$1,029 清仓
FBNC FIRST BANCORP N C $00.00%0 -18-100.0% -$1,015 清仓
APPF APPFOLIO INC $00.00%0 -6-100.0% -$947 清仓
GFF GRIFFON CORP $00.00%0 -13-100.0% -$945 清仓
GDS GDS HLDGS LTD $00.00%0 -23-100.0% -$927 清仓
TASK TASKUS INC $00.00%0 -138-100.0% -$926 清仓
— NUVALENT INC $00.00%0 -9-100.0% -$923 清仓
IDCC INTERDIGITAL INC $00.00%0 -3-100.0% -$906 清仓
— SEMRUSH HLDGS INC $00.00%0 -75-100.0% -$896 清仓
REPL REPLIMUNE GROUP INC $00.00%0 -117-100.0% -$896 清仓
NUS NU SKIN ENTERPRISES INC $00.00%0 -118-100.0% -$860 清仓
RUSHA RUSH ENTERPRISES INC $00.00%0 -13-100.0% -$860 清仓
DCO DUCOMMUN INC DEL $00.00%0 -7-100.0% -$854 清仓
OUT OUTFRONT MEDIA INC $00.00%0 -31-100.0% -$822 清仓
BATRK ATLANTA BRAVES HLDGS INC $00.00%0 -19-100.0% -$812 清仓
QXO QXO INC $00.00%0 -40-100.0% -$777 清仓
— ENVIRI CORP $00.00%0 -38-100.0% -$746 清仓
GRC GORMAN RUPP CO $00.00%0 -11-100.0% -$684 清仓
BNL BROADSTONE NET LEASE INC $00.00%0 -36-100.0% -$658 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -16-100.0% -$644 清仓
VIPS VIPSHOP HLDGS LTD $00.00%0 -40-100.0% -$629 清仓
SMP STANDARD MTR PRODS INC $00.00%0 -18-100.0% -$626 清仓
DIOD DIODES INC $00.00%0 -9-100.0% -$615 清仓
TK TEEKAY CORPORATION LTD $00.00%0 -49-100.0% -$599 清仓
AORT ARTIVION INC $00.00%0 -16-100.0% -$586 清仓
MAMA MAMAS CREATIONS INC $00.00%0 -38-100.0% -$583 清仓
FTDR FRONTDOOR INC $00.00%0 -11-100.0% -$582 清仓
UWMC UWM HOLDINGS CORPORATION $00.00%0 -160-100.0% -$580 清仓
MH MCGRAW HILL INC $00.00%0 -42-100.0% -$576 清仓
RYAN RYAN SPECIALTY HOLDINGS INC $00.00%0 -17-100.0% -$574 清仓
— CROSS CTRY HEALTHCARE INC $00.00%0 -61-100.0% -$574 清仓
BLSH BULLISH $00.00%0 -16-100.0% -$572 清仓
ADUS ADDUS HOMECARE CORP $00.00%0 -6-100.0% -$562 清仓
BANF BANCFIRST CORP $00.00%0 -5-100.0% -$543 清仓
PRME PRIME MEDICINE INC $00.00%0 -152-100.0% -$529 清仓
— WM TECHNOLOGY INC $00.00%0 -788-100.0% -$519 清仓
NTST NETSTREIT CORP $00.00%0 -27-100.0% -$509 清仓
UNF UNIFIRST CORP MASS $00.00%0 -2-100.0% -$504 清仓
SSTK SHUTTERSTOCK INC $00.00%0 -30-100.0% -$499 清仓
ORC ORCHID IS CAP INC $00.00%0 -70-100.0% -$493 清仓
— CALAVO GROWERS INC $00.00%0 -19-100.0% -$491 清仓
PRK PARK NATL CORP $00.00%0 -3-100.0% -$491 清仓
DJCO DAILY JOURNAL CORP $00.00%0 -1-100.0% -$483 清仓
AAP ADVANCE AUTO PARTS INC $00.00%0 -9-100.0% -$475 清仓
ALX ALEXANDERS INC $00.00%0 -2-100.0% -$473 清仓
— EUROPEAN WAX CTR INC $00.00%0 -76-100.0% -$440 清仓
— WHITESTONE REIT $00.00%0 -26-100.0% -$420 清仓
KBH KB HOME $00.00%0 -8-100.0% -$414 清仓
— NATHANS FAMOUS INC $00.00%0 -4-100.0% -$403 清仓
IMNM IMMUNOME INC $00.00%0 -18-100.0% -$394 清仓
NWPX NWPX INFRASTRUCTURE INC $00.00%0 -5-100.0% -$390 清仓
GNL GLOBAL NET LEASE INC $00.00%0 -41-100.0% -$384 清仓
— NET LEASE OFFICE PROPERTIES $00.00%0 -33-100.0% -$381 清仓
CRK COMSTOCK RES INC $00.00%0 -18-100.0% -$380 清仓
UVE UNIVERSAL INS HLDGS INC $00.00%0 -11-100.0% -$376 清仓
— SLEEP NUMBER CORP $00.00%0 -207-100.0% -$372 清仓
DNOW DNOW INC $00.00%0 -31-100.0% -$370 清仓
TRUP TRUPANION INC $00.00%0 -14-100.0% -$359 清仓
YEXT YEXT INC $00.00%0 -93-100.0% -$358 清仓
CHEF CHEFS WHSE INC $00.00%0 -6-100.0% -$357 清仓
— CANTALOUPE INC $00.00%0 -33-100.0% -$357 清仓
— FIRST FNDTN INC $00.00%0 -60-100.0% -$354 清仓
CIM CHIMERA INVT CORP $00.00%0 -28-100.0% -$352 清仓
DAKT DAKTRONICS INC $00.00%0 -18-100.0% -$352 清仓
UA UNDER ARMOUR INC $00.00%0 -57-100.0% -$331 清仓
AVO MISSION PRODUCE INC $00.00%0 -24-100.0% -$331 清仓