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 |
|---|---|---|---|---|---|---|---|---|
| MTG | MGIC INVT CORP WIS | $6.42万 | 0.02% | 2,277 | 113 | 5.2% | $3,187 | 加仓 |
| SJM | SMUCKER J M CO | $6.39万 | 0.02% | 568 | 527 | 1,285.4% | $5.93万 | 加仓 |
| P | EVERPURE INC | $6.38万 | 0.02% | 810 | -690 | -46.0% | -$5.44万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $6.35万 | 0.02% | 4,719 | 2,924 | 162.9% | $3.94万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6.30万 | 0.01% | 291 | 180 | 162.2% | $3.90万 | 加仓 |
| FRSH | FRESHWORKS INC | $6.28万 | 0.01% | 6,209 | 4,076 | 191.1% | $4.12万 | 加仓 |
| IT | GARTNER INC | $6.27万 | 0.01% | 484 | 46 | 10.5% | $5,963 | 加仓 |
| WELL | WELLTOWER INC | $6.26万 | 0.01% | 276 | -15 | -5.2% | -$3,405 | 减仓 |
| TREX | TREX INC | $6.25万 | 0.01% | 1,249 | 136 | 12.2% | $6,805 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $6.23万 | 0.01% | 1,034 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $6.19万 | 0.01% | 160 | 37 | 30.1% | $1.43万 | 加仓 |
| ENS | ENERSYS | $6.17万 | 0.01% | 264 | 9 | 3.5% | $2,104 | 加仓 |
| PPL | PPL CORP | $6.16万 | 0.01% | 1,695 | 1,438 | 559.5% | $5.23万 | 加仓 |
| INVH | INVITATION HOMES INC | $6.16万 | 0.01% | 2,039 | 735 | 56.4% | $2.22万 | 加仓 |
| RMBS | RAMBUS INC DEL | $6.13万 | 0.01% | 462 | -3 | -0.6% | -$398 | 减仓 |
| DUOL | DUOLINGO INC | $6.10万 | 0.01% | 530 | 420 | 381.8% | $4.83万 | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $6.08万 | 0.01% | 1,787 | -2,008 | -52.9% | -$6.83万 | 减仓 |
| AA | ALCOA CORP | $6.06万 | 0.01% | 1,163 | 166 | 16.6% | $8,655 | 加仓 |
| BPOP | POPULAR INC | $6.04万 | 0.01% | 368 | 24 | 7.0% | $3,940 | 加仓 |
| MAS | MASCO CORP | $6.04万 | 0.01% | 742 | 201 | 37.2% | $1.64万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6.03万 | 0.01% | 79 | 7 | 9.7% | $5,342 | 加仓 |
| DOCU | DOCUSIGN INC | $6.03万 | 0.01% | 1,357 | 418 | 44.5% | $1.86万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $6.01万 | 0.01% | 368 | -254 | -40.8% | -$4.15万 | 减仓 |
| RHI | ROBERT HALF INC. | $6.01万 | 0.01% | 1,957 | -482 | -19.8% | -$1.48万 | 减仓 |
| ASH | ASHLAND INC | $5.92万 | 0.01% | 899 | -208 | -18.8% | -$1.37万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $5.92万 | 0.01% | 2,020 | 938 | 86.7% | $2.75万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $5.90万 | 0.01% | 210 | 29 | 16.0% | $8,150 | 加仓 |
| OGE | OGE ENERGY CORP | $5.87万 | 0.01% | 1,206 | 879 | 268.8% | $4.28万 | 加仓 |
| PGR | PROGRESSIVE CORP | $5.85万 | 0.01% | 268 | -79 | -22.8% | -$1.73万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $5.85万 | 0.01% | 1,462 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $5.83万 | 0.01% | 675 | 79 | 13.3% | $6,828 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $5.83万 | 0.01% | 3,638 | 1,057 | 41.0% | $1.69万 | 加仓 |
| TENB | TENABLE HLDGS INC | $5.81万 | 0.01% | 1,576 | 743 | 89.2% | $2.74万 | 加仓 |
| COKE | COCA COLA CONS INC | $5.80万 | 0.01% | 304 | 46 | 17.8% | $8,782 | 加仓 |
| W | WAYFAIR INC | $5.79万 | 0.01% | 626 | 233 | 59.3% | $2.15万 | 加仓 |
| GTLB | GITLAB INC | $5.78万 | 0.01% | 1,893 | -814 | -30.1% | -$2.49万 | 减仓 |
| SONY | SONY GROUP CORP | $5.75万 | 0.01% | 2,867 | 833 | 41.0% | $1.67万 | 加仓 |
| LINE | LINEAGE INC | $5.74万 | 0.01% | 1,328 | 702 | 112.1% | $3.04万 | 加仓 |
| GLPI | GAMING & LEISURE P | $5.74万 | 0.01% | 1,288 | 259 | 25.2% | $1.15万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $5.72万 | 0.01% | 635 | -73 | -10.3% | -$6,571 | 减仓 |
| XYL | XYLEM INC | $5.70万 | 0.01% | 482 | 334 | 225.7% | $3.95万 | 加仓 |
| NVO | NOVO-NORDISK A S | $5.69万 | 0.01% | 1,186 | 364 | 44.3% | $1.75万 | 加仓 |
| DOV | DOVER CORP | $5.67万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $5.64万 | 0.01% | 255 | 255 | — | $5.64万 | 新建仓 |
| WCC | WESCO INTL INC | $5.63万 | 0.01% | 163 | 14 | 9.4% | $4,836 | 加仓 |
| ORI | OLD REP INTL CORP | $5.61万 | 0.01% | 1,370 | -190 | -12.2% | -$7,775 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $5.58万 | 0.01% | 623 | 386 | 162.9% | $3.46万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $5.56万 | 0.01% | 1,645 | 345 | 26.5% | $1.17万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5.55万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $5.53万 | 0.01% | 9,478 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5.52万 | 0.01% | 1,224 | 198 | 19.3% | $8,932 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $5.52万 | 0.01% | 148 | 76 | 105.6% | $2.83万 | 加仓 |
| CNH | CNH INDL N V | $5.52万 | 0.01% | 4,911 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $5.51万 | 0.01% | 3,109 | 2,648 | 574.4% | $4.69万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $5.50万 | 0.01% | 887 | 301 | 51.4% | $1.87万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $5.48万 | 0.01% | 957 | -695 | -42.1% | -$3.98万 | 减仓 |
| ESTC | ELASTIC N V | $5.45万 | 0.01% | 956 | -224 | -19.0% | -$1.28万 | 减仓 |
| KRC | KILROY REALTY CORP | $5.44万 | 0.01% | 1,453 | 976 | 204.6% | $3.66万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $5.40万 | 0.01% | 781 | 403 | 106.6% | $2.79万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $5.40万 | 0.01% | 357 | -158 | -30.7% | -$2.39万 | 减仓 |
| VLO | VALERO ENERGY CORP | $5.37万 | 0.01% | 206 | 81 | 64.8% | $2.11万 | 加仓 |
| MET | METLIFE INC | $5.32万 | 0.01% | 629 | 401 | 175.9% | $3.39万 | 加仓 |
| FLEX | FLEX LTD | $5.32万 | 0.01% | 328 | 2 | 0.6% | $324 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5.30万 | 0.01% | 243 | -366 | -60.1% | -$7.98万 | 减仓 |
| CLH | CLEAN HARBORS INC | $5.29万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $5.29万 | 0.01% | 494 | -495 | -50.1% | -$5.30万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $5.28万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $5.28万 | 0.01% | 194 | 18 | 10.2% | $4,896 | 加仓 |
| GSK | GSK PLC | $5.27万 | 0.01% | 1,006 | 55 | 5.8% | $2,883 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $5.25万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $5.25万 | 0.01% | 103 | 41 | 66.1% | $2.09万 | 加仓 |
| BX | BLACKSTONE INC | $5.24万 | 0.01% | 445 | 242 | 119.2% | $2.85万 | 加仓 |
| PBF | PBF ENERGY INC | $5.20万 | 0.01% | 1,143 | 627 | 121.5% | $2.85万 | 加仓 |
| LKQ | LKQ CORP | $5.17万 | 0.01% | 1,964 | 1,770 | 912.4% | $4.66万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $5.17万 | 0.01% | 560 | 90 | 19.1% | $8,304 | 加仓 |
| TXN | TEXAS INSTRS INC | $5.15万 | 0.01% | 173 | 72 | 71.3% | $2.14万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5.14万 | 0.01% | 456 | -42 | -8.4% | -$4,735 | 减仓 |
| STT | STATE STR CORP | $5.14万 | 0.01% | 303 | 35 | 13.1% | $5,936 | 加仓 |
| CSX | CSX CORP | $5.14万 | 0.01% | 1,081 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $5.14万 | 0.01% | 1,204 | 329 | 37.6% | $1.40万 | 加仓 |
| TDC | TERADATA CORP DEL | $5.12万 | 0.01% | 1,479 | 810 | 121.1% | $2.81万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.08万 | 0.01% | 227 | 64 | 39.3% | $1.43万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5.06万 | 0.01% | 174 | 104 | 148.6% | $3.02万 | 加仓 |
| HQY | HEALTHEQUITY INC | $5.04万 | 0.01% | 558 | 317 | 131.5% | $2.86万 | 加仓 |
| PKG | PACKAGING CORP AMER | $5.03万 | 0.01% | 211 | -42 | -16.6% | -$1.00万 | 减仓 |
| INTU | INTUIT | $5.01万 | 0.01% | 192 | 86 | 81.1% | $2.24万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $4.99万 | 0.01% | 515 | 481 | 1,414.7% | $4.66万 | 加仓 |
| POOL | POOL CORP | $4.99万 | 0.01% | 232 | 146 | 169.8% | $3.14万 | 加仓 |
| VGT | VANGUARD WORLD FD | $4.97万 | 0.01% | 416 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $4.97万 | 0.01% | 397 | 178 | 81.3% | $2.23万 | 加仓 |
| HUBS | HUBSPOT INC | $4.96万 | 0.01% | 272 | 77 | 39.5% | $1.41万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $4.94万 | 0.01% | 1,144 | 218 | 23.5% | $9,413 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $4.91万 | 0.01% | 899 | 144 | 19.1% | $7,865 | 加仓 |
| SNA | SNAP ON INC | $4.91万 | 0.01% | 122 | 25 | 25.8% | $1.01万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $4.90万 | 0.01% | 453 | 6 | 1.3% | $650 | 加仓 |
| VICR | VICOR CORP | $4.90万 | 0.01% | 129 | 43 | 50.0% | $1.63万 | 加仓 |
| MORN | MORNINGSTAR INC | $4.87万 | 0.01% | 312 | 215 | 221.6% | $3.35万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $4.86万 | 0.01% | 416 | 79 | 23.4% | $9,225 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $4.85万 | 0.01% | 1,642 | 321 | 24.3% | $9,482 | 加仓 |
| BYD | BOYD GAMING CORP | $4.84万 | 0.01% | 548 | -47 | -7.9% | -$4,152 | 减仓 |