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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $8.59万 | 0.02% | 411 | 50 | 13.9% | $1.05万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $8.57万 | 0.02% | 577 | -1 | -0.2% | -$149 | 减仓 |
| HSBC | HSBC HLDGS PLC | $8.56万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $8.54万 | 0.02% | 192 | 30 | 18.5% | $1.33万 | 加仓 |
| CHE | CHEMED CORP NEW | $8.52万 | 0.02% | 183 | 134 | 273.5% | $6.24万 | 加仓 |
| U | UNITY SOFTWARE INC | $8.46万 | 0.02% | 2,959 | 2,952 | 42,171.4% | $8.44万 | 加仓 |
| SAN | BANCO SANTANDER SA | $8.44万 | 0.02% | 6,115 | 238 | 4.0% | $3,284 | 加仓 |
| KO | COCA COLA CO | $8.43万 | 0.02% | 1,037 | 194 | 23.0% | $1.58万 | 加仓 |
| IVZ | INVESCO LTD | $8.38万 | 0.02% | 3,175 | 352 | 12.5% | $9,289 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $8.36万 | 0.02% | 8,722 | 2,258 | 34.9% | $2.16万 | 加仓 |
| ROKU | ROKU INC | $8.30万 | 0.02% | 601 | -583 | -49.2% | -$8.05万 | 减仓 |
| GRMN | GARMIN LTD | $8.27万 | 0.02% | 348 | 142 | 68.9% | $3.37万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8.22万 | 0.02% | 276 | -299 | -52.0% | -$8.91万 | 减仓 |
| MOS | MOSAIC CO | $8.21万 | 0.02% | 3,876 | 2,137 | 122.9% | $4.53万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $8.21万 | 0.02% | 386 | 50 | 14.9% | $1.06万 | 加仓 |
| NTRS | NORTHERN TR CORP | $8.21万 | 0.02% | 472 | 71 | 17.7% | $1.23万 | 加仓 |
| VMI | VALMONT INDS INC | $8.20万 | 0.02% | 142 | 9 | 6.8% | $5,198 | 加仓 |
| DDOG | DATADOG INC | $8.20万 | 0.02% | 315 | -190 | -37.6% | -$4.95万 | 减仓 |
| ITT | ITT INC | $8.13万 | 0.02% | 411 | -182 | -30.7% | -$3.60万 | 减仓 |
| RBC | RBC BEARINGS INC | $8.12万 | 0.02% | 126 | 81 | 180.0% | $5.22万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $8.11万 | 0.02% | 572 | 373 | 187.4% | $5.29万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $8.00万 | 0.02% | 2,501 | -232 | -8.5% | -$7,417 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $7.99万 | 0.02% | 774 | -24 | -3.0% | -$2,478 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $7.90万 | 0.02% | 635 | 374 | 143.3% | $4.65万 | 加仓 |
| TGT | TARGET CORP | $7.89万 | 0.02% | 604 | 66 | 12.3% | $8,620 | 加仓 |
| BIIB | BIOGEN INC | $7.89万 | 0.02% | 365 | 60 | 19.7% | $1.30万 | 加仓 |
| RGLD | ROYAL GOLD INC | $7.86万 | 0.02% | 394 | 10 | 2.6% | $1,996 | 加仓 |
| XEL | XCEL ENERGY INC | $7.85万 | 0.02% | 978 | 81 | 9.0% | $6,504 | 加仓 |
| BCS | BARCLAYS PLC | $7.79万 | 0.02% | 2,901 | 245 | 9.2% | $6,581 | 加仓 |
| VFC | V F CORP | $7.79万 | 0.02% | 4,671 | 494 | 11.8% | $8,240 | 加仓 |
| ARMK | ARAMARK | $7.78万 | 0.02% | 1,368 | 119 | 9.5% | $6,771 | 加仓 |
| RY | ROYAL BK CDA | $7.76万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $7.76万 | 0.02% | 1,062 | 18 | 1.7% | $1,315 | 加仓 |
| WM | WASTE MGMT INC DEL | $7.75万 | 0.02% | 348 | -5 | -1.4% | -$1,114 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $7.72万 | 0.02% | 90 | 24 | 36.4% | $2.06万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $7.71万 | 0.02% | 320 | 120 | 60.0% | $2.89万 | 加仓 |
| GLD | SPDR GOLD TR | $7.70万 | 0.02% | 209 | -108 | -34.1% | -$3.98万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $7.69万 | 0.02% | 335 | -24 | -6.7% | -$5,507 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $7.68万 | 0.02% | 1,010 | -287 | -22.1% | -$2.18万 | 减仓 |
| ETSY | ETSY INC | $7.65万 | 0.02% | 1,015 | -24 | -2.3% | -$1,808 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $7.64万 | 0.02% | 549 | 2 | 0.4% | $279 | 加仓 |
| NVS | NOVARTIS AG | $7.60万 | 0.02% | 485 | -177 | -26.7% | -$2.77万 | 减仓 |
| ALL | ALLSTATE CORP | $7.54万 | 0.02% | 317 | -11 | -3.4% | -$2,617 | 减仓 |
| AMGN | AMGEN INC | $7.53万 | 0.02% | 208 | 7 | 3.5% | $2,535 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $7.51万 | 0.02% | 798 | 433 | 118.6% | $4.08万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $7.50万 | 0.02% | 2,365 | -10,146 | -81.1% | -$32.17万 | 减仓 |
| NWG | NATWEST GROUP PLC | $7.49万 | 0.02% | 4,247 | 112 | 2.7% | $1,975 | 加仓 |
| GAP | GAP INC | $7.47万 | 0.02% | 3,997 | -119 | -2.9% | -$2,223 | 减仓 |
| HRB | BLOCK H & R INC | $7.46万 | 0.02% | 1,959 | 1,294 | 194.6% | $4.93万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $7.46万 | 0.02% | 919 | 859 | 1,431.7% | $6.97万 | 加仓 |
| WMB | WILLIAMS COS INC | $7.42万 | 0.02% | 998 | -65 | -6.1% | -$4,832 | 减仓 |
| VLY | VALLEY NATL BANCORP | $7.40万 | 0.02% | 5,052 | 346 | 7.4% | $5,069 | 加仓 |
| FNB | F N B CORP | $7.37万 | 0.02% | 3,865 | 1,475 | 61.7% | $2.81万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $7.35万 | 0.02% | 1,702 | -625 | -26.9% | -$2.70万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $7.35万 | 0.02% | 1,591 | -142 | -8.2% | -$6,559 | 减仓 |
| ESS | ESSEX PPTY TR INC | $7.32万 | 0.02% | 251 | 106 | 73.1% | $3.09万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $7.27万 | 0.02% | 1,908 | 1,593 | 505.7% | $6.07万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $7.26万 | 0.02% | 388 | -171 | -30.6% | -$3.20万 | 减仓 |
| RPM | RPM INTL INC | $7.26万 | 0.02% | 653 | 135 | 26.1% | $1.50万 | 加仓 |
| MMM | 3M CO | $7.21万 | 0.02% | 445 | -362 | -44.9% | -$5.86万 | 减仓 |
| NOW | SERVICENOW INC | $7.20万 | 0.02% | 725 | -325 | -31.0% | -$3.23万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $7.19万 | 0.02% | 875 | 807 | 1,186.8% | $6.63万 | 加仓 |
| KMX | CARMAX INC | $7.12万 | 0.02% | 1,347 | -221 | -14.1% | -$1.17万 | 减仓 |
| COO | COOPER COS INC | $7.10万 | 0.02% | 990 | 74 | 8.1% | $5,307 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $7.10万 | 0.02% | 2,117 | 803 | 61.1% | $2.69万 | 加仓 |
| JBL | JABIL INC | $7.02万 | 0.02% | 182 | 74 | 68.5% | $2.85万 | 加仓 |
| DHR | DANAHER CORP DEL | $6.97万 | 0.02% | 366 | -686 | -65.2% | -$13.07万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $6.90万 | 0.02% | 2,925 | 650 | 28.6% | $1.53万 | 加仓 |
| IVW | ISHARES TR | $6.89万 | 0.02% | 501 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $6.89万 | 0.02% | 1,443 | 87 | 6.4% | $4,153 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $6.89万 | 0.02% | 202 | -109 | -35.0% | -$3.72万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $6.87万 | 0.02% | 937 | -90 | -8.8% | -$6,602 | 减仓 |
| KEY | KEYCORP | $6.87万 | 0.02% | 2,981 | 730 | 32.4% | $1.68万 | 加仓 |
| ALV | AUTOLIV INC | $6.82万 | 0.02% | 587 | 162 | 38.1% | $1.88万 | 加仓 |
| VPU | VANGUARD WORLD FD | $6.81万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $6.81万 | 0.02% | 2,415 | 307 | 14.6% | $8,654 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $6.79万 | 0.02% | 598 | -25 | -4.0% | -$2,837 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $6.75万 | 0.02% | 400 | 4 | 1.0% | $675 | 加仓 |
| STE | STERIS PLC | $6.74万 | 0.02% | 320 | 118 | 58.4% | $2.48万 | 加仓 |
| BBY | BEST BUY INC | $6.70万 | 0.02% | 883 | -670 | -43.1% | -$5.08万 | 减仓 |
| EG | EVEREST GROUP LTD | $6.68万 | 0.02% | 187 | 79 | 73.1% | $2.82万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $6.67万 | 0.02% | 549 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $6.66万 | 0.02% | 1,573 | 1,036 | 192.9% | $4.39万 | 加仓 |
| AGX | ARGAN INC | $6.63万 | 0.02% | 83 | -9 | -9.8% | -$7,187 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $6.63万 | 0.02% | 804 | 9 | 1.1% | $742 | 加仓 |
| DXCM | DEXCOM INC | $6.62万 | 0.02% | 983 | -29 | -2.9% | -$1,953 | 减仓 |
| HDV | ISHARES TR | $6.61万 | 0.02% | 2,410 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $6.59万 | 0.02% | 2,395 | -153 | -6.0% | -$4,208 | 减仓 |
| MO | ALTRIA GROUP INC | $6.58万 | 0.02% | 915 | 392 | 75.0% | $2.82万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $6.56万 | 0.02% | 1,375 | 70 | 5.4% | $3,338 | 加仓 |
| ATI | ATI INC | $6.54万 | 0.02% | 332 | 70 | 26.7% | $1.38万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $6.53万 | 0.02% | 749 | 639 | 580.9% | $5.57万 | 加仓 |
| CPAY | CORPAY INC | $6.53万 | 0.02% | 196 | 166 | 553.3% | $5.53万 | 加仓 |
| ADBE | ADOBE INC | $6.52万 | 0.02% | 318 | -140 | -30.6% | -$2.87万 | 减仓 |
| UL | UNILEVER PLC | $6.51万 | 0.02% | 1,083 | 121 | 12.6% | $7,275 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $6.51万 | 0.02% | 649 | 21 | 3.3% | $2,106 | 加仓 |
| IJH | ISHARES TR | $6.50万 | 0.02% | 843 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.50万 | 0.02% | 87 | -15 | -14.7% | -$1.12万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $6.47万 | 0.02% | 64 | 11 | 20.8% | $1.11万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $6.43万 | 0.02% | 596 | 409 | 218.7% | $4.41万 | 加仓 |