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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $10.48万 | 0.03% | 1,090 | 526 | 93.3% | $5.06万 | 加仓 |
| EME | EMCOR GROUP INC | $10.41万 | 0.03% | 141 | 43 | 43.9% | $3.17万 | 加仓 |
| CRH | CRH PLC | $10.40万 | 0.03% | 989 | 212 | 27.3% | $2.23万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $10.37万 | 0.03% | 216 | -48 | -18.2% | -$2.30万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $10.36万 | 0.03% | 873 | 139 | 18.9% | $1.65万 | 加仓 |
| QDF | FLEXSHARES TR | $10.35万 | 0.03% | 1,308 | 1,308 | — | $10.35万 | 新建仓 |
| CSCO | CISCO SYS INC | $10.31万 | 0.03% | 1,329 | 119 | 9.8% | $9,233 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $10.28万 | 0.03% | 623 | -64 | -9.3% | -$1.06万 | 减仓 |
| TXG | 10X GENOMICS INC | $10.22万 | 0.03% | 4,812 | 203 | 4.4% | $4,310 | 加仓 |
| — | EXXON MOBIL CORP | $10.18万 | 0.03% | 600 | 160 | 36.4% | $2.71万 | 加仓 |
| VEEV | VEEVA SYS INC | $10.14万 | 0.03% | 577 | 216 | 59.8% | $3.79万 | 加仓 |
| MCK | MCKESSON CORP | $10.12万 | 0.03% | 117 | 6 | 5.4% | $5,192 | 加仓 |
| CMCSA | COMCAST CORP NEW | $10.12万 | 0.03% | 3,524 | 1,806 | 105.1% | $5.19万 | 加仓 |
| NVS | NOVARTIS AG | $10.11万 | 0.03% | 662 | 166 | 33.5% | $2.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $10.10万 | 0.03% | 169 | 131 | 344.7% | $7.83万 | 加仓 |
| V | VISA INC | $10.09万 | 0.03% | 334 | 236 | 240.8% | $7.13万 | 加仓 |
| BBY | BEST BUY INC | $9.97万 | 0.03% | 1,553 | -495 | -24.2% | -$3.18万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $9.97万 | 0.03% | 1,322 | -252 | -16.0% | -$1.90万 | 减仓 |
| GAP | GAP INC | $9.96万 | 0.03% | 4,116 | 453 | 12.4% | $1.10万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $9.91万 | 0.03% | 326 | 76 | 30.4% | $2.31万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $9.90万 | 0.03% | 1,712 | 41 | 2.5% | $2,372 | 加仓 |
| MCO | MOODYS CORP | $9.90万 | 0.03% | 227 | 185 | 440.5% | $8.07万 | 加仓 |
| RGLD | ROYAL GOLD INC | $9.77万 | 0.03% | 384 | 3 | 0.8% | $763 | 加仓 |
| ROST | ROSS STORES INC | $9.53万 | 0.03% | 440 | 142 | 47.7% | $3.08万 | 加仓 |
| G | GENPACT LIMITED | $9.49万 | 0.03% | 2,548 | 95 | 3.9% | $3,539 | 加仓 |
| ES | EVERSOURCE ENERGY | $9.42万 | 0.03% | 1,360 | 115 | 9.2% | $7,967 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $9.40万 | 0.03% | 1,830 | 83 | 4.8% | $4,264 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $9.37万 | 0.03% | 158 | -80 | -33.6% | -$4.74万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $9.34万 | 0.03% | 1,733 | -646 | -27.2% | -$3.48万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $9.33万 | 0.03% | 1,652 | 384 | 30.3% | $2.17万 | 加仓 |
| RBLX | ROBLOX CORP | $9.28万 | 0.03% | 1,641 | -818 | -33.3% | -$4.63万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $9.16万 | 0.03% | 2,733 | 481 | 21.4% | $1.61万 | 加仓 |
| AN | AUTONATION INC | $9.14万 | 0.03% | 468 | 83 | 21.6% | $1.62万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $9.12万 | 0.03% | 240 | 19 | 8.6% | $7,218 | 加仓 |
| EQIX | EQUINIX INC | $9.12万 | 0.03% | 93 | 70 | 304.3% | $6.86万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $9.07万 | 0.03% | 5,112 | 5,112 | — | $9.07万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $9.03万 | 0.03% | 690 | 572 | 484.7% | $7.49万 | 加仓 |
| WFC | WELLS FARGO & CO | $9.02万 | 0.03% | 1,133 | 620 | 120.9% | $4.94万 | 加仓 |
| IWP | ISHARES TR | $8.97万 | 0.02% | 700 | 700 | — | $8.97万 | 新建仓 |
| BA | BOEING CO | $8.90万 | 0.02% | 447 | 149 | 50.0% | $2.97万 | 加仓 |
| P | EVERPURE INC | $8.86万 | 0.02% | 1,500 | 528 | 54.3% | $3.12万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $8.82万 | 0.02% | 1,297 | 209 | 19.2% | $1.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $8.81万 | 0.02% | 426 | 128 | 43.0% | $2.65万 | 加仓 |
| TTC | TORO CO | $8.79万 | 0.02% | 941 | 257 | 37.6% | $2.40万 | 加仓 |
| AME | AMETEK INC | $8.75万 | 0.02% | 408 | 82 | 25.2% | $1.76万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $8.74万 | 0.02% | 1,085 | 149 | 15.9% | $1.20万 | 加仓 |
| TRMB | TRIMBLE INC | $8.73万 | 0.02% | 1,338 | -131 | -8.9% | -$8,545 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $8.69万 | 0.02% | 652 | 630 | 2,863.6% | $8.40万 | 加仓 |
| TW | TRADEWEB MKTS INC | $8.64万 | 0.02% | 734 | 92 | 14.3% | $1.08万 | 加仓 |
| OMC | OMNICOM GROUP INC | $8.62万 | 0.02% | 1,144 | 470 | 69.7% | $3.54万 | 加仓 |
| NVT | NVENT ELEC PLC | $8.61万 | 0.02% | 728 | 287 | 65.1% | $3.39万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $8.51万 | 0.02% | 1,859 | 115 | 6.6% | $5,267 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8.50万 | 0.02% | 1,355 | 1,164 | 609.4% | $7.30万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $8.48万 | 0.02% | 1,154 | 569 | 97.3% | $4.18万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $8.41万 | 0.02% | 1,661 | 1,661 | — | $8.41万 | 新建仓 |
| NDAQ | NASDAQ INC | $8.40万 | 0.02% | 989 | -66 | -6.3% | -$5,603 | 减仓 |
| CVS | CVS HEALTH CORP | $8.37万 | 0.02% | 1,165 | 129 | 12.5% | $9,265 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $8.36万 | 0.02% | 578 | 25 | 4.5% | $3,616 | 加仓 |
| MHK | MOHAWK INDS INC | $8.34万 | 0.02% | 847 | 179 | 26.8% | $1.76万 | 加仓 |
| TWLO | TWILIO INC | $8.28万 | 0.02% | 658 | 145 | 28.3% | $1.82万 | 加仓 |
| PEN | PENUMBRA INC | $8.24万 | 0.02% | 251 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $8.22万 | 0.02% | 229 | 190 | 487.2% | $6.82万 | 加仓 |
| WM | WASTE MGMT INC DEL | $8.11万 | 0.02% | 353 | 132 | 59.7% | $3.03万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $8.10万 | 0.02% | 759 | 129 | 20.5% | $1.38万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $8.10万 | 0.02% | 515 | -6 | -1.2% | -$943 | 减仓 |
| TXT | TEXTRON INC | $8.05万 | 0.02% | 919 | 99 | 12.1% | $8,668 | 加仓 |
| GL | GLOBE LIFE INC | $8.04万 | 0.02% | 578 | 64 | 12.5% | $8,907 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $8.02万 | 0.02% | 3,522 | 1,078 | 44.1% | $2.45万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $7.97万 | 0.02% | 726 | 552 | 317.2% | $6.06万 | 加仓 |
| OEF | ISHARES TR | $7.95万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $7.92万 | 0.02% | 1,089 | 290 | 36.3% | $2.11万 | 加仓 |
| USB | US BANCORP | $7.92万 | 0.02% | 1,523 | 153 | 11.2% | $7,958 | 加仓 |
| WMB | WILLIAMS COS INC | $7.74万 | 0.02% | 1,063 | 248 | 30.4% | $1.80万 | 加仓 |
| ADSK | AUTODESK INC | $7.73万 | 0.02% | 323 | -366 | -53.1% | -$8.76万 | 减仓 |
| HD | HOME DEPOT INC | $7.73万 | 0.02% | 235 | 40 | 20.5% | $1.32万 | 加仓 |
| MSCI | MSCI INC | $7.71万 | 0.02% | 143 | 88 | 160.0% | $4.74万 | 加仓 |
| EOG | EOG RES INC | $7.68万 | 0.02% | 531 | 483 | 1,006.2% | $6.98万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $7.66万 | 0.02% | 605 | 5 | 0.8% | $633 | 加仓 |
| AR | ANTERO RESOURCES CORP | $7.65万 | 0.02% | 1,802 | 524 | 41.0% | $2.22万 | 加仓 |
| SYK | STRYKER CORPORATION | $7.62万 | 0.02% | 232 | 201 | 648.4% | $6.60万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $7.62万 | 0.02% | 4,489 | 1,287 | 40.2% | $2.18万 | 加仓 |
| CGNX | COGNEX CORP | $7.58万 | 0.02% | 1,547 | -49 | -3.1% | -$2,401 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $7.57万 | 0.02% | 798 | 115 | 16.8% | $1.09万 | 加仓 |
| CI | THE CIGNA GROUP | $7.55万 | 0.02% | 283 | 125 | 79.1% | $3.33万 | 加仓 |
| NWSA | NEWS CORP NEW | $7.55万 | 0.02% | 3,027 | 927 | 44.1% | $2.31万 | 加仓 |
| PAYX | PAYCHEX INC | $7.54万 | 0.02% | 818 | 795 | 3,456.5% | $7.32万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $7.45万 | 0.02% | 560 | 361 | 181.4% | $4.81万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $7.44万 | 0.02% | 1,586 | 1,302 | 458.5% | $6.11万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $7.43万 | 0.02% | 263 | 68 | 34.9% | $1.92万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $7.42万 | 0.02% | 900 | 120 | 15.4% | $9,899 | 加仓 |
| THG | HANOVER INS GROUP INC | $7.42万 | 0.02% | 428 | 58 | 15.7% | $1.01万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7.40万 | 0.02% | 1,020 | 67 | 7.0% | $4,861 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $7.37万 | 0.02% | 642 | -12 | -1.8% | -$1,378 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $7.28万 | 0.02% | 547 | -66 | -10.8% | -$8,786 | 减仓 |
| GIS | GENERAL MILLS INC | $7.23万 | 0.02% | 1,943 | 721 | 59.0% | $2.68万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $7.21万 | 0.02% | 1,503 | 443 | 41.8% | $2.13万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $7.18万 | 0.02% | 622 | 28 | 4.7% | $3,231 | 加仓 |
| WWD | WOODWARD INC | $7.16万 | 0.02% | 200 | 37 | 22.7% | $1.32万 | 加仓 |
| XEL | XCEL ENERGY INC | $7.13万 | 0.02% | 897 | 13 | 1.5% | $1,033 | 加仓 |
| VFC | V F CORP | $7.10万 | 0.02% | 4,177 | 2,567 | 159.4% | $4.36万 | 加仓 |