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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $5.05万 | 0.01% | 385 | 81 | 26.6% | $1.06万 | 加仓 |
| AGX | ARGAN INC | $5.01万 | 0.01% | 92 | -1 | -1.1% | -$545 | 减仓 |
| NNN | NNN REIT INC | $5.01万 | 0.01% | 1,191 | -46 | -3.7% | -$1,933 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4.99万 | 0.01% | 311 | -537 | -63.3% | -$8.61万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $4.98万 | 0.01% | 469 | 201 | 75.0% | $2.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4.98万 | 0.01% | 114 | 81 | 245.5% | $3.54万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $4.97万 | 0.01% | 605 | 58 | 10.6% | $4,764 | 加仓 |
| COKE | COCA COLA CONS INC | $4.95万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $4.93万 | 0.01% | 1,701 | -1,394 | -45.0% | -$4.04万 | 减仓 |
| BYD | BOYD GAMING CORP | $4.89万 | 0.01% | 595 | 130 | 28.0% | $1.07万 | 加仓 |
| EVRG | EVERGY INC | $4.88万 | 0.01% | 596 | 50 | 9.2% | $4,096 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $4.85万 | 0.01% | 795 | 6 | 0.8% | $366 | 加仓 |
| HAS | HASBRO INC | $4.84万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $4.80万 | 0.01% | 418 | 418 | — | $4.80万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4.78万 | 0.01% | 2,581 | 763 | 42.0% | $1.41万 | 加仓 |
| GRMN | GARMIN LTD | $4.78万 | 0.01% | 206 | 58 | 39.2% | $1.35万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $4.78万 | 0.01% | 1,356 | 103 | 8.2% | $3,628 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $4.77万 | 0.01% | 9,478 | 3,913 | 70.3% | $1.97万 | 加仓 |
| MAT | MATTEL INC | $4.77万 | 0.01% | 3,281 | 292 | 9.8% | $4,243 | 加仓 |
| HUBS | HUBSPOT INC | $4.76万 | 0.01% | 195 | 137 | 236.2% | $3.34万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $4.67万 | 0.01% | 755 | 687 | 1,010.3% | $4.25万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $4.65万 | 0.01% | 282 | -47 | -14.3% | -$7,746 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4.64万 | 0.01% | 515 | 4 | 0.8% | $360 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $4.64万 | 0.01% | 66 | 66 | — | $4.64万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $4.62万 | 0.01% | 322 | -14 | -4.2% | -$2,008 | 减仓 |
| BPOP | POPULAR INC | $4.62万 | 0.01% | 344 | 32 | 10.3% | $4,293 | 加仓 |
| INTU | INTUIT | $4.58万 | 0.01% | 106 | 72 | 211.8% | $3.11万 | 加仓 |
| GLPI | GAMING & LEISURE P | $4.57万 | 0.01% | 1,029 | 163 | 18.8% | $7,232 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $4.55万 | 0.01% | 850 | 501 | 143.6% | $2.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4.52万 | 0.01% | 1,551 | 1,551 | — | $4.52万 | 新建仓 |
| KEY | KEYCORP | $4.51万 | 0.01% | 2,251 | 533 | 31.0% | $1.07万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $4.50万 | 0.01% | 1,057 | -56 | -5.0% | -$2,383 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $4.49万 | 0.01% | 289 | -53 | -15.5% | -$8,243 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $4.49万 | 0.01% | 2,275 | 724 | 46.7% | $1.43万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4.48万 | 0.01% | 53 | 11 | 26.2% | $9,306 | 加仓 |
| ALV | AUTOLIV INC | $4.47万 | 0.01% | 425 | 131 | 44.6% | $1.38万 | 加仓 |
| STE | STERIS PLC | $4.47万 | 0.01% | 202 | -81 | -28.6% | -$1.79万 | 减仓 |
| DOCU | DOCUSIGN INC | $4.45万 | 0.01% | 939 | 506 | 116.9% | $2.40万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $4.44万 | 0.01% | 61 | 7 | 13.0% | $5,095 | 加仓 |
| CSX | CSX CORP | $4.44万 | 0.01% | 1,081 | -60 | -5.3% | -$2,463 | 减仓 |
| MOS | MOSAIC CO | $4.43万 | 0.01% | 1,739 | 1,718 | 8,181.0% | $4.38万 | 加仓 |
| ENS | ENERSYS | $4.43万 | 0.01% | 255 | 62 | 32.1% | $1.08万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $4.42万 | 0.01% | 737 | 24 | 3.4% | $1,439 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4.42万 | 0.01% | 470 | 202 | 75.4% | $1.90万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $4.42万 | 0.01% | 668 | 296 | 79.6% | $1.96万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $4.40万 | 0.01% | 246 | -8 | -3.1% | -$1,432 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $4.35万 | 0.01% | 628 | -262 | -29.4% | -$1.82万 | 减仓 |
| UNM | UNUM GROUP | $4.34万 | 0.01% | 594 | -14 | -2.3% | -$1,022 | 减仓 |
| PCAR | PACCAR INC | $4.29万 | 0.01% | 371 | 7 | 1.9% | $809 | 加仓 |
| UNP | UNION PAC CORP | $4.27万 | 0.01% | 176 | -31 | -15.0% | -$7,521 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $4.26万 | 0.01% | 62 | 1 | 1.6% | $687 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $4.25万 | 0.01% | 518 | 518 | — | $4.25万 | 新建仓 |
| NOBL | PROSHARES TR | $4.24万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $4.24万 | 0.01% | 550 | -3 | -0.5% | -$231 | 减仓 |
| CINF | CINCINNATI FINL CORP | $4.22万 | 0.01% | 268 | 3 | 1.1% | $472 | 加仓 |
| SONY | SONY GROUP CORP | $4.21万 | 0.01% | 2,034 | 888 | 77.5% | $1.84万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $4.20万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4.19万 | 0.01% | 280 | 71 | 34.0% | $1.06万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $4.18万 | 0.01% | 203 | 87 | 75.0% | $1.79万 | 加仓 |
| ALLE | ALLEGION PLC | $4.17万 | 0.01% | 287 | 6 | 2.1% | $872 | 加仓 |
| WPC | WP CAREY INC | $4.15万 | 0.01% | 611 | -55 | -8.3% | -$3,738 | 减仓 |
| WCC | WESCO INTL INC | $4.08万 | 0.01% | 149 | 16 | 12.0% | $4,386 | 加仓 |
| IEMG | ISHARES INC | $4.06万 | 0.01% | 582 | 582 | — | $4.06万 | 新建仓 |
| TREX | TREX INC | $4.05万 | 0.01% | 1,113 | 986 | 776.4% | $3.59万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4.05万 | 0.01% | 711 | 626 | 736.5% | $3.57万 | 加仓 |
| VTR | VENTAS INC | $4.05万 | 0.01% | 495 | -74 | -13.0% | -$6,052 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $4.02万 | 0.01% | 297 | 82 | 38.1% | $1.11万 | 加仓 |
| RMBS | RAMBUS INC DEL | $4.00万 | 0.01% | 465 | 47 | 11.2% | $4,043 | 加仓 |
| FNB | F N B CORP | $4.00万 | 0.01% | 2,390 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $3.98万 | 0.01% | 368 | 274 | 291.5% | $2.97万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $3.98万 | 0.01% | 101 | 58 | 134.9% | $2.29万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $3.96万 | 0.01% | 586 | 169 | 40.5% | $1.14万 | 加仓 |
| DLTR | DOLLAR TREE INC | $3.93万 | 0.01% | 359 | 34 | 10.5% | $3,723 | 加仓 |
| LOPE | GRAND CANYON ED INC | $3.93万 | 0.01% | 231 | -22 | -8.7% | -$3,741 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $3.91万 | 0.01% | 926 | 766 | 478.7% | $3.24万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $3.90万 | 0.01% | 337 | 253 | 301.2% | $2.93万 | 加仓 |
| DRS | LEONARDO DRS INC | $3.90万 | 0.01% | 875 | 200 | 29.6% | $8,904 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $3.83万 | 0.01% | 1,300 | 597 | 84.9% | $1.76万 | 加仓 |
| ATI | ATI INC | $3.81万 | 0.01% | 262 | 2 | 0.8% | $291 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3.78万 | 0.01% | 200 | 130 | 185.7% | $2.46万 | 加仓 |
| LASR | NLIGHT INC | $3.74万 | 0.01% | 656 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL SE | $3.74万 | 0.01% | 575 | 293 | 103.9% | $1.91万 | 加仓 |
| MKSI | MKS INC. | $3.72万 | 0.01% | 162 | 79 | 95.2% | $1.82万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $3.71万 | 0.01% | 215 | -218 | -50.3% | -$3.76万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $3.70万 | 0.01% | 1,981 | 821 | 70.8% | $1.53万 | 加仓 |
| CACI | CACI INTL INC | $3.70万 | 0.01% | 68 | 4 | 6.2% | $2,176 | 加仓 |
| CMC | COMMERCIAL METALS CO | $3.69万 | 0.01% | 601 | 113 | 23.2% | $6,942 | 加仓 |
| AX | AXOS FINANCIAL INC | $3.68万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP | $3.67万 | 0.01% | 2,789 | -10 | -0.4% | -$132 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $3.67万 | 0.01% | 1,314 | 487 | 58.9% | $1.36万 | 加仓 |
| APTV | APTIV PLC | $3.65万 | 0.01% | 526 | -29 | -5.2% | -$2,014 | 减仓 |
| FRPT | FRESHPET INC | $3.64万 | 0.01% | 618 | -8 | -1.3% | -$472 | 减仓 |
| VGT | VANGUARD WORLD FD | $3.63万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $3.62万 | 0.01% | 332 | 332 | — | $3.62万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.60万 | 0.01% | 123 | 46 | 59.7% | $1.35万 | 加仓 |
| AOS | SMITH A O CORP | $3.60万 | 0.01% | 546 | -122 | -18.3% | -$8,045 | 减仓 |
| J | JACOBS SOLUTIONS INC | $3.58万 | 0.01% | 281 | -59 | -17.4% | -$7,510 | 减仓 |
| — | ELECTRONIC ARTS INC | $3.57万 | 0.01% | 175 | 53 | 43.4% | $1.08万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.56万 | 0.01% | 181 | -2 | -1.1% | -$394 | 减仓 |
| FOXA | FOX CORP | $3.56万 | 0.01% | 610 | 12 | 2.0% | $701 | 加仓 |