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
BH BIGLARI HLDGS INC $00.00%0 -1-100.0% -$330 清仓
BRC BRADY CORP $00.00%0 -4-100.0% -$325 清仓
ONT MONTROSE ENVIRONMENTAL GROUP $00.00%0 -14-100.0% -$307 清仓
PSTL POSTAL REALTY TRUST INC $00.00%0 -16-100.0% -$297 清仓
CENT CENTRAL GARDEN & PET CO $00.00%0 -8-100.0% -$295 清仓
NTLA INTELLIA THERAPEUTICS INC $00.00%0 -23-100.0% -$295 清仓
CAR AVIS BUDGET GROUP INC $00.00%0 -2-100.0% -$292 清仓
MPB MID PENN BANCORP INC $00.00%0 -9-100.0% -$290 清仓
HIFS HINGHAM INSTN SVGS MASS $00.00%0 -1-100.0% -$286 清仓
PAR PAR TECHNOLOGY CORP $00.00%0 -21-100.0% -$280 清仓
— CLEARWAY ENERGY INC $00.00%0 -7-100.0% -$275 清仓
PNTG PENNANT GROUP INC $00.00%0 -9-100.0% -$275 清仓
GPGI GPGI INC $00.00%0 -16-100.0% -$274 清仓
— PROASSURANCE CORP $00.00%0 -11-100.0% -$272 清仓
EU ENCORE ENERGY CORP $00.00%0 -149-100.0% -$269 清仓
INBX INHIBRX BIOSCIENCES INC $00.00%0 -4-100.0% -$269 清仓
MRX MAREX GROUP PLC $00.00%0 -6-100.0% -$268 清仓
MAC MACERICH CO $00.00%0 -14-100.0% -$265 清仓
ATLC ATLANTICUS HOLDINGS CORP $00.00%0 -5-100.0% -$263 清仓
GLIBK GCI LIBERTY INC $00.00%0 -7-100.0% -$261 清仓
— LINKBANCORP INC $00.00%0 -30-100.0% -$251 清仓
LIF LIFE360 INC $00.00%0 -6-100.0% -$245 清仓
SLDP SOLID POWER INC $00.00%0 -81-100.0% -$243 清仓
LUNR INTUITIVE MACHINES INC $00.00%0 -13-100.0% -$242 清仓
AQST AQUESTIVE THERAPEUTICS INC $00.00%0 -58-100.0% -$241 清仓
VECO VEECO INSTRS INC DEL $00.00%0 -7-100.0% -$238 清仓
LOVE LOVESAC COMPANY $00.00%0 -16-100.0% -$237 清仓
KE KIMBALL ELECTRONICS INC $00.00%0 -10-100.0% -$237 清仓
TCMD TACTILE SYS TECHNOLOGY INC $00.00%0 -9-100.0% -$236 清仓
MSGE MADISON SQUARE GARDEN ENTMT $00.00%0 -4-100.0% -$236 清仓
— OLAPLEX HLDGS INC $00.00%0 -114-100.0% -$232 清仓
EZPW EZCORP INC $00.00%0 -9-100.0% -$229 清仓
ATMU ATMUS FILTRATION TECHNOLOGIE $00.00%0 -4-100.0% -$228 清仓
BWMN BOWMAN CONSULTING GROUP LTD $00.00%0 -8-100.0% -$228 清仓
PPTA PERPETUA RESOURCES CORP $00.00%0 -8-100.0% -$225 清仓
FSTR FOSTER L B CO $00.00%0 -8-100.0% -$224 清仓
RDNT RADNET INC $00.00%0 -4-100.0% -$224 清仓
— HERON THERAPEUTICS INC $00.00%0 -271-100.0% -$217 清仓
TECX TECTONIC THERAPEUTIC INC $00.00%0 -7-100.0% -$217 清仓
CDZI CADIZ INC $00.00%0 -44-100.0% -$217 清仓
IVT INVENTRUST PPTYS CORP $00.00%0 -7-100.0% -$214 清仓
NWN NORTHWEST NAT HLDG CO $00.00%0 -4-100.0% -$213 清仓
HROW HARROW INC $00.00%0 -6-100.0% -$212 清仓
AEVA AEVA TECHNOLOGIES INC $00.00%0 -16-100.0% -$211 清仓
BLKB BLACKBAUD INC $00.00%0 -5-100.0% -$194 清仓
PONY PONY AI INC $00.00%0 -20-100.0% -$189 清仓
CLFD CLEARFIELD INC $00.00%0 -7-100.0% -$186 清仓
SCSC SCANSOURCE INC $00.00%0 -5-100.0% -$182 清仓
MBUU MALIBU BOATS INC $00.00%0 -7-100.0% -$182 清仓
BELFA BEL FUSE INC $00.00%0 -1-100.0% -$181 清仓
— CARNIVAL PLC $00.00%0 -7-100.0% -$181 清仓
FRMI FERMI INC $00.00%0 -28-100.0% -$164 清仓
MEC MAYVILLE ENGR CO INC $00.00%0 -9-100.0% -$162 清仓
NTGR NETGEAR INC $00.00%0 -7-100.0% -$153 清仓
— LIBERTY BROADBAND CORP $00.00%0 -3-100.0% -$151 清仓
MAZE MAZE THERAPEUTICS INC $00.00%0 -5-100.0% -$150 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -7-100.0% -$147 清仓
MRCY MERCURY SYS INC $00.00%0 -2-100.0% -$146 清仓
SLDE SLIDE INS HLDGS INC $00.00%0 -8-100.0% -$144 清仓
BATRA ATLANTA BRAVES HLDGS INC $00.00%0 -3-100.0% -$142 清仓
METC RAMACO RES INC $00.00%0 -9-100.0% -$140 清仓
OPFI OPPFI INC $00.00%0 -18-100.0% -$139 清仓
AVBP ARRIVENT BIOPHARMA INC $00.00%0 -6-100.0% -$139 清仓
PKE PARK AEROSPACE CORP $00.00%0 -5-100.0% -$137 清仓
HLMN HILLMAN SOLUTIONS CORP $00.00%0 -16-100.0% -$134 清仓
GSAT GLOBALSTAR INC $00.00%0 -2-100.0% -$133 清仓
DHC DIVERSIFIED HEALTHCARE TR $00.00%0 -20-100.0% -$133 清仓
CTGO CONTANGO SILVER & GOLD INC $00.00%0 -7-100.0% -$132 清仓
AHCO ADAPTHEALTH CORP $00.00%0 -11-100.0% -$131 清仓
RUSHB RUSH ENTERPRISES INC $00.00%0 -2-100.0% -$129 清仓
— XOMA ROYALTY CORPORATION $00.00%0 -4-100.0% -$126 清仓
ALH ALLIANCE LAUNDRY HLDGS INC $00.00%0 -6-100.0% -$125 清仓
BSVN BANK7 CORP $00.00%0 -3-100.0% -$120 清仓
— AMERICAN WOODMARK CORP $00.00%0 -3-100.0% -$120 清仓
FET FORUM ENERGY TECHNOLOGIES IN $00.00%0 -2-100.0% -$118 清仓
RCKY ROCKY BRANDS INC $00.00%0 -3-100.0% -$117 清仓
— TAYLOR MORRISON HOME CORP $00.00%0 -2-100.0% -$117 清仓
EVCM EVERCOMMERCE INC $00.00%0 -10-100.0% -$115 清仓
— SUPERIOR GROUP OF CO INC $00.00%0 -11-100.0% -$112 清仓
TBCH TURTLE BEACH CORP $00.00%0 -11-100.0% -$112 清仓
ICLR ICON PLC $00.00%0 -1-100.0% -$111 清仓
MGRC MCGRATH RENTCORP $00.00%0 -1-100.0% -$111 清仓
— SUNOPTA INC $00.00%0 -17-100.0% -$111 清仓
— EGAIN CORP $00.00%0 -13-100.0% -$103 清仓
— DIGIMARC CORP NEW $00.00%0 -20-100.0% -$99 清仓
— ON24 INC $00.00%0 -12-100.0% -$98 清仓
NVGS NAVIGATOR HLDGS LTD $00.00%0 -5-100.0% -$97 清仓
— BARK INC $00.00%0 -189-100.0% -$96 清仓
— STEREOTAXIS INC $00.00%0 -52-100.0% -$96 清仓
CTS CTS CORP $00.00%0 -2-100.0% -$96 清仓
— UNITED SEC BANCSHARES CALIF $00.00%0 -9-100.0% -$95 清仓
GEF/B GREIF INC $00.00%0 -1-100.0% -$88 清仓
MCBS METROCITY BANKSHARES INC $00.00%0 -3-100.0% -$87 清仓
— SWK HLDGS CORP $00.00%0 -5-100.0% -$86 清仓
AVR ANTERIS TECHNOLOGIES GLOBAL $00.00%0 -15-100.0% -$84 清仓
NHI NATIONAL HEALTH INVS INC $00.00%0 -1-100.0% -$81 清仓
RGR STURM RUGER & CO INC $00.00%0 -2-100.0% -$81 清仓
— BLUE FOUNDRY BANCORP $00.00%0 -6-100.0% -$80 清仓
— ADC THERAPEUTICS SA $00.00%0 -21-100.0% -$79 清仓
— GOHEALTH INC $00.00%0 -52-100.0% -$79 清仓