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 |
|---|---|---|---|---|---|---|---|---|
| USFD | US FOODS HLDG CORP | $12.30万 | 0.03% | 1,203 | -177 | -12.8% | -$1.81万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $12.29万 | 0.03% | 5,182 | 1,773 | 52.0% | $4.20万 | 加仓 |
| SGOV | ISHARES TR | $12.26万 | 0.03% | 1,218 | 923 | 312.9% | $9.29万 | 加仓 |
| PAYX | PAYCHEX INC | $12.23万 | 0.03% | 1,244 | 426 | 52.1% | $4.19万 | 加仓 |
| S | SENTINELONE INC | $12.18万 | 0.03% | 7,175 | 1,783 | 33.1% | $3.03万 | 加仓 |
| PODD | INSULET CORP | $12.12万 | 0.03% | 796 | 458 | 135.5% | $6.97万 | 加仓 |
| MHK | MOHAWK INDS INC | $12.11万 | 0.03% | 998 | 151 | 17.8% | $1.83万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $11.97万 | 0.03% | 206 | 79 | 62.2% | $4.59万 | 加仓 |
| CGNX | COGNEX CORP | $11.96万 | 0.03% | 1,652 | 105 | 6.8% | $7,604 | 加仓 |
| CME | CME GROUP INC | $11.95万 | 0.03% | 541 | 4 | 0.7% | $883 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $11.93万 | 0.03% | 892 | -3 | -0.3% | -$401 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $11.81万 | 0.03% | 1,545 | 14 | 0.9% | $1,070 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $11.81万 | 0.03% | 1,665 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $11.76万 | 0.03% | 1,259 | -82 | -6.1% | -$7,659 | 减仓 |
| AME | AMETEK INC | $11.73万 | 0.03% | 485 | 77 | 18.9% | $1.86万 | 加仓 |
| THG | HANOVER INS GROUP INC | $11.73万 | 0.03% | 548 | 120 | 28.0% | $2.57万 | 加仓 |
| TSN | TYSON FOODS INC | $11.70万 | 0.03% | 2,044 | -551 | -21.2% | -$3.15万 | 减仓 |
| DOW | DOW HLDGS INC | $11.65万 | 0.03% | 4,257 | 1,459 | 52.1% | $3.99万 | 加仓 |
| DT | DYNATRACE INC | $11.62万 | 0.03% | 2,647 | 1,269 | 92.1% | $5.57万 | 加仓 |
| HAL | HALLIBURTON CO | $11.51万 | 0.03% | 3,391 | 671 | 24.7% | $2.28万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $11.43万 | 0.03% | 2,170 | 1,085 | 100.0% | $5.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.40万 | 0.03% | 977 | -431 | -30.6% | -$5.03万 | 减仓 |
| QCOM | QUALCOMM INC | $11.38万 | 0.03% | 616 | 347 | 129.0% | $6.41万 | 加仓 |
| MKC | MCCORMICK & CO INC | $11.34万 | 0.03% | 2,250 | 1,862 | 479.9% | $9.39万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $11.28万 | 0.03% | 2,895 | 2,179 | 304.3% | $8.49万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $11.27万 | 0.03% | 1,049 | -40 | -3.7% | -$4,298 | 减仓 |
| GILD | GILEAD SCIENCES INC | $11.23万 | 0.03% | 889 | -13 | -1.4% | -$1,642 | 减仓 |
| CVS | CVS HEALTH CORP | $11.22万 | 0.03% | 1,085 | -80 | -6.9% | -$8,276 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $11.17万 | 0.03% | 2,150 | 320 | 17.5% | $1.66万 | 加仓 |
| MDT | MEDTRONIC PLC | $11.08万 | 0.03% | 1,416 | 702 | 98.3% | $5.49万 | 加仓 |
| NET | CLOUDFLARE INC | $10.99万 | 0.03% | 448 | 162 | 56.6% | $3.97万 | 加仓 |
| VEEV | VEEVA SYS INC | $10.91万 | 0.03% | 615 | 38 | 6.6% | $6,744 | 加仓 |
| ULTA | ULTA BEAUTY INC | $10.91万 | 0.03% | 242 | -38 | -13.6% | -$1.71万 | 减仓 |
| V | VISA INC | $10.91万 | 0.03% | 318 | -16 | -4.8% | -$5,489 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $10.91万 | 0.03% | 1,081 | -251 | -18.8% | -$2.53万 | 减仓 |
| ARW | ARROW ELECTRS INC | $10.84万 | 0.03% | 508 | 186 | 57.8% | $3.97万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $10.79万 | 0.03% | 2,158 | 822 | 61.5% | $4.11万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $10.78万 | 0.03% | 308 | 45 | 17.1% | $1.58万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $10.75万 | 0.03% | 1,754 | 42 | 2.5% | $2,575 | 加仓 |
| RBLX | ROBLOX CORP | $10.75万 | 0.03% | 1,977 | 336 | 20.5% | $1.83万 | 加仓 |
| CUBE | CUBESMART | $10.69万 | 0.03% | 2,687 | 2,071 | 336.2% | $8.24万 | 加仓 |
| DTE | DTE ENERGY CO | $10.68万 | 0.03% | 701 | 617 | 734.5% | $9.40万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $10.62万 | 0.03% | 4,143 | 621 | 17.6% | $1.59万 | 加仓 |
| BLK | BLACKROCK INC | $10.58万 | 0.03% | 110 | 44 | 66.7% | $4.23万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $10.57万 | 0.03% | 1,011 | 713 | 239.3% | $7.45万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $10.53万 | 0.03% | 632 | -941 | -59.8% | -$15.68万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $10.48万 | 0.02% | 947 | 374 | 65.3% | $4.14万 | 加仓 |
| EOG | EOG RES INC | $10.38万 | 0.02% | 800 | 269 | 50.7% | $3.49万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $10.36万 | 0.02% | 1,310 | -12 | -0.9% | -$949 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $10.34万 | 0.02% | 817 | 127 | 18.4% | $1.61万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $10.28万 | 0.02% | 380 | 269 | 242.3% | $7.28万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $10.27万 | 0.02% | 1,468 | -278 | -15.9% | -$1.95万 | 减仓 |
| NWSA | NEWS CORP NEW | $10.27万 | 0.02% | 4,135 | 1,108 | 36.6% | $2.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $10.23万 | 0.02% | 149 | -20 | -11.8% | -$1.37万 | 减仓 |
| GIS | GENERAL MILLS INC | $10.22万 | 0.02% | 2,936 | 993 | 51.1% | $3.46万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $10.17万 | 0.02% | 442 | 394 | 820.8% | $9.07万 | 加仓 |
| AN | AUTONATION INC | $10.13万 | 0.02% | 545 | 77 | 16.5% | $1.43万 | 加仓 |
| KLAC | KLA CORP | $10.11万 | 0.02% | 335 | -35 | -9.5% | -$1.06万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $10.09万 | 0.02% | 220 | -175 | -44.3% | -$8.03万 | 减仓 |
| TW | TRADEWEB MKTS INC | $10.09万 | 0.02% | 1,012 | 278 | 37.9% | $2.77万 | 加仓 |
| GLW | CORNING INC | $10.01万 | 0.02% | 392 | 13 | 3.4% | $3,321 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $10.01万 | 0.02% | 189 | -27 | -12.5% | -$1.43万 | 减仓 |
| AYI | ACUITY INC | $9.94万 | 0.02% | 264 | 180 | 214.3% | $6.78万 | 加仓 |
| PFE | PFIZER INC | $9.92万 | 0.02% | 4,118 | 2,987 | 264.1% | $7.19万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $9.72万 | 0.02% | 4,885 | 396 | 8.8% | $7,876 | 加仓 |
| SYY | SYSCO CORP | $9.57万 | 0.02% | 1,145 | 816 | 248.0% | $6.82万 | 加仓 |
| CCK | CROWN HLDGS INC | $9.52万 | 0.02% | 851 | -562 | -39.8% | -$6.28万 | 减仓 |
| TWLO | TWILIO INC | $9.51万 | 0.02% | 461 | -197 | -29.9% | -$4.06万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $9.45万 | 0.02% | 1,722 | 1,633 | 1,834.8% | $8.96万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $9.41万 | 0.02% | 1,543 | 693 | 81.5% | $4.23万 | 加仓 |
| TTC | TORO CO | $9.40万 | 0.02% | 965 | 24 | 2.6% | $2,338 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $9.31万 | 0.02% | 788 | 146 | 22.7% | $1.73万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $9.31万 | 0.02% | 1,329 | 592 | 80.3% | $4.15万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $9.23万 | 0.02% | 748 | 279 | 59.5% | $3.44万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $9.22万 | 0.02% | 1,644 | 141 | 9.4% | $7,906 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $9.22万 | 0.02% | 1,596 | 1,466 | 1,127.7% | $8.47万 | 加仓 |
| WWD | WOODWARD INC | $9.19万 | 0.02% | 216 | 16 | 8.0% | $6,807 | 加仓 |
| OEF | ISHARES TR | $9.15万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9.12万 | 0.02% | 365 | 42 | 13.0% | $1.05万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $9.10万 | 0.02% | 1,092 | 3 | 0.3% | $250 | 加仓 |
| CI | THE CIGNA GROUP | $9.10万 | 0.02% | 330 | 47 | 16.6% | $1.30万 | 加仓 |
| NDAQ | NASDAQ INC | $9.02万 | 0.02% | 1,144 | 155 | 15.7% | $1.22万 | 加仓 |
| CSGP | COSTAR GROUP INC | $9.00万 | 0.02% | 3,179 | 2,423 | 320.5% | $6.86万 | 加仓 |
| USB | US BANCORP | $8.98万 | 0.02% | 1,487 | -36 | -2.4% | -$2,174 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $8.96万 | 0.02% | 681 | 642 | 1,646.2% | $8.45万 | 加仓 |
| DLTR | DOLLAR TREE INC | $8.95万 | 0.02% | 740 | 381 | 106.1% | $4.61万 | 加仓 |
| LIN | LINDE PLC | $8.93万 | 0.02% | 172 | 38 | 28.4% | $1.97万 | 加仓 |
| APP | APPLOVIN CORP | $8.91万 | 0.02% | 173 | 4 | 2.4% | $2,061 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $8.85万 | 0.02% | 1,117 | 97 | 9.5% | $7,684 | 加仓 |
| MCK | MCKESSON CORP | $8.84万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $8.81万 | 0.02% | 395 | 301 | 320.2% | $6.71万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $8.80万 | 0.02% | 2,505 | 703 | 39.0% | $2.47万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $8.78万 | 0.02% | 162 | 4 | 2.5% | $2,167 | 加仓 |
| FFIV | F5 INC | $8.78万 | 0.02% | 211 | 150 | 245.9% | $6.24万 | 加仓 |
| — | EXXON MOBIL CORP | $8.76万 | 0.02% | 641 | 41 | 6.8% | $5,606 | 加仓 |
| MSCI | MSCI INC | $8.68万 | 0.02% | 155 | 12 | 8.4% | $6,721 | 加仓 |
| UNM | UNUM GROUP | $8.67万 | 0.02% | 970 | 376 | 63.3% | $3.36万 | 加仓 |
| TXT | TEXTRON INC | $8.61万 | 0.02% | 939 | 20 | 2.2% | $1,835 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $8.60万 | 0.02% | 634 | -1,225 | -65.9% | -$16.62万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8.59万 | 0.02% | 173 | 127 | 276.1% | $6.31万 | 加仓 |