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 |
|---|---|---|---|---|---|---|---|---|
| UI | UBIQUITI INC | $3.56万 | 0.01% | 45 | 7 | 18.4% | $5,532 | 加仓 |
| PHM | PULTE GROUP INC | $3.55万 | 0.01% | 302 | -34 | -10.1% | -$3,999 | 减仓 |
| UBS | UBS GROUP AG | $3.54万 | 0.01% | 906 | 477 | 111.2% | $1.86万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $3.54万 | 0.01% | 795 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $3.54万 | 0.01% | 5,913 | -1,395 | -19.1% | -$8,342 | 减仓 |
| EG | EVEREST GROUP LTD | $3.53万 | 0.01% | 108 | -48 | -30.8% | -$1.57万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $3.53万 | 0.01% | 761 | -148 | -16.3% | -$6,864 | 减仓 |
| SNA | SNAP ON INC | $3.52万 | 0.01% | 97 | 10 | 11.5% | $3,632 | 加仓 |
| FMC | FMC CORP | $3.51万 | 0.01% | 2,041 | 1,338 | 190.3% | $2.30万 | 重新持有 |
| ESS | ESSEX PPTY TR INC | $3.51万 | 0.01% | 145 | -31 | -17.6% | -$7,502 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $3.51万 | 0.01% | 600 | 260 | 76.5% | $1.52万 | 加仓 |
| NGG | NATIONAL GRID PLC | $3.49万 | 0.01% | 413 | 117 | 39.5% | $9,898 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3.48万 | 0.01% | 585 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $3.48万 | 0.01% | 188 | 21 | 12.6% | $3,887 | 加仓 |
| KKR | KKR & CO INC | $3.48万 | 0.01% | 376 | 295 | 364.2% | $2.73万 | 加仓 |
| EPR | EPR PPTYS | $3.47万 | 0.01% | 695 | 12 | 1.8% | $600 | 加仓 |
| GPN | GLOBAL PMTS INC | $3.47万 | 0.01% | 515 | 84 | 19.5% | $5,653 | 加仓 |
| ZS | ZSCALER INC | $3.47万 | 0.01% | 247 | -289 | -53.9% | -$4.05万 | 减仓 |
| QCOM | QUALCOMM INC | $3.46万 | 0.01% | 269 | -159 | -37.1% | -$2.05万 | 减仓 |
| MO | ALTRIA GROUP INC | $3.45万 | 0.01% | 523 | 67 | 14.7% | $4,421 | 加仓 |
| ABCB | AMERIS BANCORP | $3.45万 | 0.01% | 442 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $3.39万 | 0.01% | 268 | 12 | 4.7% | $1,519 | 加仓 |
| VICI | VICI PPTYS INC | $3.34万 | 0.01% | 1,222 | 1,057 | 640.6% | $2.89万 | 加仓 |
| RNG | RINGCENTRAL INC | $3.34万 | 0.01% | 897 | 430 | 92.1% | $1.60万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $3.33万 | 0.01% | 622 | 380 | 157.0% | $2.03万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $3.33万 | 0.01% | 152 | 131 | 623.8% | $2.87万 | 加仓 |
| GPC | GENUINE PARTS CO | $3.32万 | 0.01% | 314 | 261 | 492.5% | $2.76万 | 加仓 |
| NE | NOBLE CORP PLC | $3.31万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.31万 | 0.01% | 163 | 137 | 526.9% | $2.78万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $3.31万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $3.30万 | 0.01% | 902 | 98 | 12.2% | $3,586 | 加仓 |
| OSK | OSHKOSH CORP | $3.27万 | 0.01% | 222 | -24 | -9.8% | -$3,533 | 减仓 |
| MAS | MASCO CORP | $3.27万 | 0.01% | 541 | 88 | 19.4% | $5,313 | 加仓 |
| AVY | AVERY DENNISON CORP | $3.25万 | 0.01% | 188 | -28 | -13.0% | -$4,835 | 减仓 |
| INVH | INVITATION HOMES INC | $3.24万 | 0.01% | 1,304 | 544 | 71.6% | $1.35万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.22万 | 0.01% | 349 | 184 | 111.5% | $1.70万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $3.22万 | 0.01% | 298 | -112 | -27.3% | -$1.21万 | 减仓 |
| CDW | CDW CORP | $3.21万 | 0.01% | 265 | 205 | 341.7% | $2.48万 | 加仓 |
| PFE | PFIZER INC | $3.18万 | 0.01% | 1,131 | 508 | 81.5% | $1.43万 | 加仓 |
| ALC | ALCON AG | $3.16万 | 0.01% | 419 | 316 | 306.8% | $2.38万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.15万 | 0.01% | 64 | 21 | 48.8% | $1.03万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $3.13万 | 0.01% | 1,444 | 586 | 68.3% | $1.27万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $3.13万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3.11万 | 0.01% | 433 | 225 | 108.2% | $1.62万 | 加仓 |
| ETN | EATON CORP PLC | $3.11万 | 0.01% | 87 | 24 | 38.1% | $8,584 | 加仓 |
| BP | BP PLC | $3.10万 | 0.01% | 660 | 349 | 112.2% | $1.64万 | 加仓 |
| VLO | VALERO ENERGY CORP | $3.09万 | 0.01% | 125 | 29 | 30.2% | $7,174 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.09万 | 0.01% | 386 | 49 | 14.5% | $3,924 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $3.08万 | 0.01% | 716 | 305 | 74.2% | $1.31万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $3.08万 | 0.01% | 182 | 107 | 142.7% | $1.81万 | 加仓 |
| — | MASIMO CORP | $3.06万 | 0.01% | 172 | 88 | 104.8% | $1.57万 | 加仓 |
| CSGP | COSTAR GROUP INC | $3.05万 | 0.01% | 756 | 478 | 171.9% | $1.93万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $3.05万 | 0.01% | 1,321 | 706 | 114.8% | $1.63万 | 加仓 |
| DB | DEUTSCHE BK AG | $3.05万 | 0.01% | 1,023 | 446 | 77.3% | $1.33万 | 加仓 |
| WEX | WEX INC | $3.05万 | 0.01% | 199 | 92 | 86.0% | $1.41万 | 加仓 |
| NVO | NOVO-NORDISK A S | $3.02万 | 0.01% | 822 | 464 | 129.6% | $1.71万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3.01万 | 0.01% | 1,172 | 1,172 | — | $3.01万 | 新建仓 |
| WSBC | WESBANCO INC | $3.00万 | 0.01% | 869 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $2.98万 | 0.01% | 157 | 68 | 76.4% | $1.29万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2.98万 | 0.01% | 98 | 54 | 122.7% | $1.64万 | 加仓 |
| SGOV | ISHARES TR | $2.97万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $2.96万 | 0.01% | 393 | -56 | -12.5% | -$4,212 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $2.94万 | 0.01% | 150 | 68 | 82.9% | $1.33万 | 加仓 |
| PTC | PTC INC | $2.94万 | 0.01% | 206 | 136 | 194.3% | $1.94万 | 加仓 |
| SDRL | SEADRILL LTD | $2.93万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $2.93万 | 0.01% | 166 | 125 | 304.9% | $2.21万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $2.92万 | 0.01% | 103 | 83 | 415.0% | $2.36万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $2.91万 | 0.01% | 184 | 97 | 111.5% | $1.53万 | 加仓 |
| IESC | IES HOLDINGS INC | $2.91万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $2.90万 | 0.01% | 738 | 538 | 269.0% | $2.11万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $2.89万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.89万 | 0.01% | 111 | 63 | 131.2% | $1.64万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $2.88万 | 0.01% | 158 | -18 | -10.2% | -$3,282 | 减仓 |
| CNI | CANADIAN NATL RY CO | $2.88万 | 0.01% | 280 | 32 | 12.9% | $3,289 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $2.87万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $2.87万 | 0.01% | 708 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $2.87万 | 0.01% | 108 | 3 | 2.9% | $797 | 加仓 |
| GDDY | GODADDY INC | $2.86万 | 0.01% | 346 | 124 | 55.9% | $1.03万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $2.86万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $2.84万 | 0.01% | 26 | -3 | -10.3% | -$3,280 | 减仓 |
| EBAY | EBAY INC. | $2.84万 | 0.01% | 312 | 117 | 60.0% | $1.06万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $2.82万 | 0.01% | 1,795 | 996 | 124.7% | $1.57万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.81万 | 0.01% | 72 | 1 | 1.4% | $390 | 加仓 |
| BC | BRUNSWICK CORP | $2.80万 | 0.01% | 385 | 75 | 24.2% | $5,457 | 加仓 |
| TFC | TRUIST FINL CORP | $2.80万 | 0.01% | 609 | 130 | 27.1% | $5,976 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $2.79万 | 0.01% | 375 | 346 | 1,193.1% | $2.57万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $2.78万 | 0.01% | 815 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $2.78万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $2.77万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2.77万 | 0.01% | 368 | -346 | -48.5% | -$2.60万 | 减仓 |
| ATR | APTARGROUP INC | $2.76万 | 0.01% | 219 | 208 | 1,890.9% | $2.62万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $2.73万 | 0.01% | 860 | -15 | -1.7% | -$477 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $2.73万 | 0.01% | 896 | 190 | 26.9% | $5,786 | 加仓 |
| — | TRI POINTE HOMES INC | $2.72万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.72万 | 0.01% | 56 | 29 | 107.4% | $1.41万 | 加仓 |
| LFUS | LITTELFUSE INC | $2.71万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $2.70万 | 0.01% | 197 | -130 | -39.8% | -$1.78万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.70万 | 0.01% | 137 | 137 | — | $2.70万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.70万 | 0.01% | 537 | 48 | 9.8% | $2,410 | 加仓 |
| YUM | YUM BRANDS INC | $2.67万 | 0.01% | 172 | -11 | -6.0% | -$1,710 | 减仓 |