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
— PALLADYNE AI CORP $00.00%0 -12-100.0% -$73 清仓
DCOM DIME CMNTY BANCSHARES INC $00.00%0 -2-100.0% -$68 清仓
IRON DISC MEDICINE INC $00.00%0 -1-100.0% -$64 清仓
— STRATUS PPTYS INC $00.00%0 -2-100.0% -$62 清仓
EMBC EMBECTA CORP $00.00%0 -7-100.0% -$62 清仓
— ALIGHT INC $00.00%0 -106-100.0% -$62 清仓
MPLT MAPLIGHT THERAPEUTICS INC $00.00%0 -3-100.0% -$61 清仓
MBX MBX BIOSCIENCES INC $00.00%0 -2-100.0% -$60 清仓
ZBIO ZENAS BIOPHARMA INC $00.00%0 -3-100.0% -$59 清仓
— TRUBRIDGE INC $00.00%0 -4-100.0% -$59 清仓
RSVR RESERVOIR MEDIA INC $00.00%0 -6-100.0% -$59 清仓
— RE/MAX HLDGS INC $00.00%0 -9-100.0% -$52 清仓
— EMERALD HOLDING INC $00.00%0 -10-100.0% -$46 清仓
SMRT SMARTRENT INC $00.00%0 -30-100.0% -$45 清仓
LFCR LIFECORE BIOMEDICAL INC $00.00%0 -12-100.0% -$45 清仓
VERA VERA THERAPEUTICS INC $00.00%0 -1-100.0% -$41 清仓
— PEOPLES BANCORP N C INC $00.00%0 -1-100.0% -$40 清仓
— NATIONAL BANKSHARES INC VA $00.00%0 -1-100.0% -$37 清仓
NX QUANEX BLDG PRODS CORP $00.00%0 -2-100.0% -$36 清仓
— ODYSSEY MARINE EXPL INC $00.00%0 -42-100.0% -$36 清仓
MTUS METALLUS INC $00.00%0 -2-100.0% -$33 清仓
— SMITH MIDLAND CORP $00.00%0 -1-100.0% -$33 清仓
— MARINE PRODS CORP $00.00%0 -4-100.0% -$30 清仓
AEBI AEBI SCHMIDT HLDG AG $00.00%0 -3-100.0% -$30 清仓
— VALHI INC NEW $00.00%0 -2-100.0% -$29 清仓
— LUMENT FINANCE TRUST INC $00.00%0 -23-100.0% -$29 清仓
— MODIV INDUSTRIAL INC $00.00%0 -2-100.0% -$29 清仓
— NEURONETICS INC $00.00%0 -18-100.0% -$27 清仓
— FIRST NATL CORP VA $00.00%0 -1-100.0% -$27 清仓
CBK COMMERCIAL BANCGROUP INC $00.00%0 -1-100.0% -$27 清仓
AMBQ AMBIQ MICRO INC $00.00%0 -1-100.0% -$26 清仓
— NEXTNRG INC $00.00%0 -63-100.0% -$26 清仓
VOXR VOX ROYALTY CORP $00.00%0 -4-100.0% -$21 清仓
ASIC ATEGRITY SPECIALTY IN CO HO $00.00%0 -1-100.0% -$20 清仓
— AMERICAN OUTDOOR BRANDS INC $00.00%0 -2-100.0% -$19 清仓
— SR BANCORP INC $00.00%0 -1-100.0% -$17 清仓
KINS KINGSTONE COS INC $00.00%0 -1-100.0% -$15 清仓
— KESTREL GROUP LTD $00.00%0 -1-100.0% -$11 清仓
— SIGA TECHNOLOGIES INC $00.00%0 -2-100.0% -$11 清仓
EOSE EOS ENERGY ENTERPRISES INC $00.00%0 -2-100.0% -$10 清仓
QUAD QUAD / GRAPHICS INC $00.00%0 -1-100.0% -$7 清仓
— GAIA INC NEW $00.00%0 -2-100.0% -$6 清仓
— GALECTIN THERAPEUTICS INC $00.00%0 -2-100.0% -$6 清仓
— KORU MEDICAL SYSTEMS INC $00.00%0 -1-100.0% -$5 清仓
LXRX LEXICON PHARMACEUTICALS INC $00.00%0 -2-100.0% -$4 清仓
— ZSPACE INC $00.00%0 -29-100.0% -$4 清仓
— M-TRON INDS INC $00.00%0 -17-100.0% — 清仓