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 |
|---|---|---|---|---|---|---|---|---|
| BF/A | BROWN FORMAN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$184 | 清仓 |
| LGIH | LGI HOMES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$172 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$151 | 清仓 |
| TGLS | TECNOGLASS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$151 | 清仓 |
| CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$148 | 清仓 |
| — | MIDDLEFIELD BANC CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$139 | 清仓 |
| OMCL | OMNICELL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BANKFINANCIAL CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$132 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$129 | 清仓 |
| — | CITY OFFICE REIT INC | $0 | 0.00% | 0 | -17 | -100.0% | -$119 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ADVANCED FLOWER CAP INC | $0 | 0.00% | 0 | -41 | -100.0% | -$117 | 清仓 |
| CMTG | CLAROS MTG TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAL | CALERES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SOHO HOUSE & CO INC | $0 | 0.00% | 0 | -12 | -100.0% | -$108 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -28 | -100.0% | -$91 | 清仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $0 | 0.00% | 0 | -7 | -100.0% | -$82 | 清仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $0 | 0.00% | 0 | -7 | -100.0% | -$71 | 清仓 |
| BALY | BALLYS CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANGO | ANGIODYNAMICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | -20 | -100.0% | -$40 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | -2 | -100.0% | -$38 | 清仓 |
| — | CADELER A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | 1STDIBS COM INC | $0 | 0.00% | 0 | -6 | -100.0% | -$36 | 清仓 |
| JAKK | JAKKS PAC INC | $0 | 0.00% | 0 | -2 | -100.0% | -$34 | 清仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNE | GENIE ENERGY LTD | $0 | 0.00% | 0 | -2 | -100.0% | -$28 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELIX PHARMACEUTICAL LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$23 | 清仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $0 | 0.00% | 0 | -12 | -100.0% | -$22 | 清仓 |
| — | ADVANTAGE SOLUTIONS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$21 | 清仓 |
| — | LAKELAND INDS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$18 | 清仓 |
| — | NEONODE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TRUECAR INC | $0 | 0.00% | 0 | -5 | -100.0% | -$12 | 清仓 |
| — | TTEC HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CITIZENS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$10 | 清仓 |
| — | HF FOODS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $0 | 0.00% | 0 | -5 | -100.0% | -$9 | 清仓 |
| — | SOLO BRANDS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$7 | 清仓 |
| — | TRINSEO PLC | $0 | 0.00% | 0 | -11 | -100.0% | -$6 | 清仓 |
| — | COMMERCIAL VEH GROUP INC | $0 | 0.00% | 0 | -3 | -100.0% | -$5 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | M-TRON INDS INC | $0 | 0.00% | 17 | 17 | — | — | 新建仓 |