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 |
|---|---|---|---|---|---|---|---|---|
| PODD | INSULET CORP | $7.09万 | 0.02% | 338 | 269 | 389.9% | $5.64万 | 加仓 |
| AMGN | AMGEN INC | $7.07万 | 0.02% | 201 | 32 | 18.9% | $1.13万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $7.05万 | 0.02% | 2,546 | 835 | 48.8% | $2.31万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $7.01万 | 0.02% | 1,044 | 99 | 10.5% | $6,651 | 加仓 |
| CPRT | COPART INC | $7.00万 | 0.02% | 2,108 | 1,301 | 161.2% | $4.32万 | 加仓 |
| INGR | INGREDION INC | $6.95万 | 0.02% | 617 | 73 | 13.4% | $8,224 | 加仓 |
| S | SENTINELONE INC | $6.94万 | 0.02% | 5,392 | 4,495 | 501.1% | $5.79万 | 加仓 |
| IT | GARTNER INC | $6.94万 | 0.02% | 438 | 19 | 4.5% | $3,008 | 加仓 |
| VPU | VANGUARD WORLD FD | $6.90万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $6.88万 | 0.02% | 347 | -75 | -17.8% | -$1.49万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $6.86万 | 0.02% | 336 | -9 | -2.6% | -$1,837 | 减仓 |
| IVZ | INVESCO LTD | $6.86万 | 0.02% | 2,823 | 543 | 23.8% | $1.32万 | 加仓 |
| IAUM | ISHARES GOLD TR | $6.83万 | 0.02% | 1,462 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $6.82万 | 0.02% | 922 | 217 | 30.8% | $1.60万 | 加仓 |
| ALL | ALLSTATE CORP | $6.80万 | 0.02% | 328 | 282 | 613.0% | $5.85万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $6.79万 | 0.02% | 396 | 8 | 2.1% | $1,371 | 加仓 |
| AMAT | APPLIED MATLS INC | $6.77万 | 0.02% | 198 | 12 | 6.5% | $4,102 | 加仓 |
| APP | APPLOVIN CORP | $6.73万 | 0.02% | 169 | -9 | -5.1% | -$3,585 | 减仓 |
| LIN | LINDE PLC | $6.64万 | 0.02% | 134 | 109 | 436.0% | $5.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.63万 | 0.02% | 102 | 8 | 8.5% | $5,203 | 加仓 |
| SAN | BANCO SANTANDER SA | $6.63万 | 0.02% | 5,877 | 3,299 | 128.0% | $3.72万 | 加仓 |
| AA | ALCOA CORP | $6.61万 | 0.02% | 997 | 235 | 30.8% | $1.56万 | 加仓 |
| ADT | ADT INC DEL | $6.60万 | 0.02% | 10,039 | -3,772 | -27.3% | -$2.48万 | 减仓 |
| COO | COOPER COS INC | $6.55万 | 0.02% | 916 | 454 | 98.3% | $3.25万 | 加仓 |
| HDV | ISHARES TR | $6.54万 | 0.02% | 482 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $6.53万 | 0.02% | 3,409 | 565 | 19.9% | $1.08万 | 加仓 |
| TGT | TARGET CORP | $6.52万 | 0.02% | 538 | 183 | 51.5% | $2.22万 | 加仓 |
| KMX | CARMAX INC | $6.52万 | 0.02% | 1,568 | 661 | 72.9% | $2.75万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $6.49万 | 0.02% | 573 | 52 | 10.0% | $5,885 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $6.47万 | 0.02% | 708 | 497 | 235.5% | $4.54万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $6.46万 | 0.02% | 359 | 29 | 8.8% | $5,220 | 加仓 |
| KO | COCA COLA CO | $6.41万 | 0.02% | 843 | 434 | 106.1% | $3.30万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6.38万 | 0.02% | 323 | 181 | 127.5% | $3.57万 | 加仓 |
| DXCM | DEXCOM INC | $6.36万 | 0.02% | 1,012 | 17 | 1.7% | $1,068 | 加仓 |
| BLK | BLACKROCK INC | $6.35万 | 0.02% | 66 | 57 | 633.3% | $5.48万 | 加仓 |
| AON | AON PLC | $6.26万 | 0.02% | 194 | 128 | 193.9% | $4.13万 | 加仓 |
| ORI | OLD REP INTL CORP | $6.22万 | 0.02% | 1,560 | 10 | 0.6% | $399 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $6.21万 | 0.02% | 1,850 | 1,850 | — | $6.21万 | 新建仓 |
| RHI | ROBERT HALF INC. | $6.20万 | 0.02% | 2,439 | 515 | 26.8% | $1.31万 | 加仓 |
| MDT | MEDTRONIC PLC | $6.19万 | 0.02% | 714 | -120 | -14.4% | -$1.04万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $6.17万 | 0.02% | 505 | 170 | 50.7% | $2.08万 | 加仓 |
| NWG | NATWEST GROUP PLC | $6.16万 | 0.02% | 4,135 | 692 | 20.1% | $1.03万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $6.16万 | 0.02% | 600 | 204 | 51.5% | $2.09万 | 加仓 |
| ASH | ASHLAND INC | $6.16万 | 0.02% | 1,107 | -78 | -6.6% | -$4,338 | 减仓 |
| DASH | DOORDASH INC | $6.14万 | 0.02% | 409 | 186 | 83.4% | $2.79万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $6.14万 | 0.02% | 899 | -796 | -47.0% | -$5.43万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6.09万 | 0.02% | 375 | 309 | 468.2% | $5.02万 | 加仓 |
| RY | ROYAL BK CDA | $6.07万 | 0.02% | 375 | 145 | 63.0% | $2.35万 | 加仓 |
| DDOG | DATADOG INC | $5.96万 | 0.02% | 505 | -137 | -21.3% | -$1.62万 | 减仓 |
| MS | MORGAN STANLEY | $5.94万 | 0.02% | 361 | 94 | 35.2% | $1.55万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5.93万 | 0.02% | 696 | 119 | 20.6% | $1.01万 | 加仓 |
| NET | CLOUDFLARE INC | $5.90万 | 0.02% | 286 | 26 | 10.0% | $5,365 | 加仓 |
| ESTC | ELASTIC N V | $5.90万 | 0.02% | 1,180 | -219 | -15.7% | -$1.09万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5.90万 | 0.02% | 118 | 18 | 18.0% | $8,994 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $5.88万 | 0.02% | 895 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $5.86万 | 0.02% | 2,707 | 1,386 | 104.9% | $3.00万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5.83万 | 0.02% | 498 | -18 | -3.5% | -$2,107 | 减仓 |
| CF | CF INDUSTRIES HOLD | $5.80万 | 0.02% | 447 | 159 | 55.2% | $2.06万 | 加仓 |
| CHWY | CHEWY INC | $5.78万 | 0.02% | 2,142 | -177 | -7.6% | -$4,779 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $5.78万 | 0.02% | 1,027 | 541 | 111.3% | $3.05万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $5.78万 | 0.02% | 4,706 | 1,859 | 65.3% | $2.28万 | 加仓 |
| WELL | WELLTOWER INC | $5.75万 | 0.02% | 291 | 28 | 10.6% | $5,536 | 加仓 |
| RIO | RIO TINTO PLC | $5.74万 | 0.02% | 615 | 429 | 230.6% | $4.00万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $5.72万 | 0.02% | 1,305 | -32 | -2.4% | -$1,402 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5.70万 | 0.02% | 575 | -345 | -37.5% | -$3.42万 | 减仓 |
| IJH | ISHARES TR | $5.69万 | 0.02% | 843 | 218 | 34.9% | $1.47万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $5.68万 | 0.02% | 2,164 | -798 | -26.9% | -$2.09万 | 减仓 |
| IVW | ISHARES TR | $5.67万 | 0.02% | 501 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $5.67万 | 0.02% | 566 | 310 | 121.1% | $3.10万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $5.63万 | 0.02% | 2,244 | 2,244 | — | $5.63万 | 新建仓 |
| BCS | BARCLAYS PLC | $5.62万 | 0.02% | 2,656 | 1,220 | 85.0% | $2.58万 | 加仓 |
| NTRS | NORTHERN TR CORP | $5.60万 | 0.02% | 401 | 87 | 27.7% | $1.21万 | 加仓 |
| BIIB | BIOGEN INC | $5.59万 | 0.02% | 305 | 69 | 29.2% | $1.26万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $5.51万 | 0.02% | 1,336 | 600 | 81.5% | $2.48万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5.49万 | 0.02% | 119 | -57 | -32.4% | -$2.63万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $5.48万 | 0.02% | 2,083 | -2,264 | -52.1% | -$5.96万 | 减仓 |
| UL | UNILEVER PLC | $5.48万 | 0.02% | 962 | 398 | 70.6% | $2.27万 | 加仓 |
| KLAC | KLA CORP | $5.45万 | 0.02% | 37 | -1 | -2.6% | -$1,472 | 减仓 |
| HCA | HCA HEALTHCARE INC | $5.44万 | 0.02% | 115 | 3 | 2.7% | $1,419 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $5.41万 | 0.02% | 232 | -117 | -33.5% | -$2.73万 | 减仓 |
| CNH | CNH INDL N V | $5.40万 | 0.01% | 4,911 | -641 | -11.5% | -$7,051 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $5.37万 | 0.01% | 1,034 | 235 | 29.4% | $1.22万 | 加仓 |
| PKG | PACKAGING CORP AMER | $5.37万 | 0.01% | 253 | -10 | -3.8% | -$2,122 | 减仓 |
| LOW | LOWES COS INC | $5.36万 | 0.01% | 227 | 52 | 29.7% | $1.23万 | 加仓 |
| VMI | VALMONT INDS INC | $5.31万 | 0.01% | 133 | 10 | 8.1% | $3,996 | 加仓 |
| DOV | DOVER CORP | $5.27万 | 0.01% | 253 | 55 | 27.8% | $1.15万 | 加仓 |
| GSK | GSK PLC | $5.25万 | 0.01% | 951 | 237 | 33.2% | $1.31万 | 加仓 |
| ETSY | ETSY INC | $5.19万 | 0.01% | 1,039 | -967 | -48.2% | -$4.83万 | 减仓 |
| SAM | BOSTON BEER INC | $5.18万 | 0.01% | 225 | 80 | 55.2% | $1.84万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5.18万 | 0.01% | 261 | -222 | -46.0% | -$4.40万 | 减仓 |
| SHEL | SHELL PLC | $5.16万 | 0.01% | 555 | 213 | 62.3% | $1.98万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $5.16万 | 0.01% | 450 | -18 | -3.8% | -$2,063 | 减仓 |
| GLW | CORNING INC | $5.15万 | 0.01% | 379 | 185 | 95.4% | $2.52万 | 加仓 |
| RPM | RPM INTL INC | $5.15万 | 0.01% | 518 | 189 | 57.4% | $1.88万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $5.15万 | 0.01% | 839 | 566 | 207.3% | $3.47万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $5.13万 | 0.01% | 6,464 | 1,601 | 32.9% | $1.27万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $5.12万 | 0.01% | 549 | 217 | 65.4% | $2.02万 | 加仓 |
| DT | DYNATRACE INC | $5.10万 | 0.01% | 1,378 | 482 | 53.8% | $1.78万 | 加仓 |
| CLH | CLEAN HARBORS INC | $5.08万 | 0.01% | 177 | 25 | 16.4% | $7,168 | 加仓 |
| ARMK | ARAMARK | $5.06万 | 0.01% | 1,249 | -59 | -4.5% | -$2,392 | 减仓 |