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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $4.80万 | 0.01% | 351 | -34 | -8.8% | -$4,652 | 减仓 |
| GPC | GENUINE PARTS CO | $4.80万 | 0.01% | 407 | 93 | 29.6% | $1.10万 | 加仓 |
| YETI | YETI HLDGS INC | $4.80万 | 0.01% | 968 | 66 | 7.3% | $3,271 | 加仓 |
| WPC | WP CAREY INC | $4.75万 | 0.01% | 664 | 53 | 8.7% | $3,790 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $4.73万 | 0.01% | 633 | 181 | 40.0% | $1.35万 | 加仓 |
| EPR | EPR PPTYS | $4.72万 | 0.01% | 813 | 118 | 17.0% | $6,845 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $4.71万 | 0.01% | 312 | 312 | — | $4.71万 | 新建仓 |
| COHU | COHU INC | $4.71万 | 0.01% | 637 | -25 | -3.8% | -$1,848 | 减仓 |
| BXP | BXP INC | $4.70万 | 0.01% | 709 | 703 | 11,716.7% | $4.66万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $4.69万 | 0.01% | 59 | -2 | -3.3% | -$1,590 | 减仓 |
| TFC | TRUIST FINL CORP | $4.69万 | 0.01% | 941 | 332 | 54.5% | $1.65万 | 加仓 |
| RMD | RESMED INC | $4.68万 | 0.01% | 240 | 157 | 189.2% | $3.06万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $4.66万 | 0.01% | 506 | 157 | 45.0% | $1.45万 | 加仓 |
| HON | HONEYWELL INTL INC | $4.66万 | 0.01% | 208 | -455 | -68.6% | -$10.19万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $4.65万 | 0.01% | 602 | 430 | 250.0% | $3.32万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $4.64万 | 0.01% | 225 | 75 | 50.0% | $1.55万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $4.63万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $4.62万 | 0.01% | 620 | 252 | 68.5% | $1.88万 | 加仓 |
| UGI | UGI CORP NEW | $4.62万 | 0.01% | 1,337 | 776 | 138.3% | $2.68万 | 加仓 |
| AOS | SMITH A O CORP | $4.60万 | 0.01% | 734 | 188 | 34.4% | $1.18万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $4.60万 | 0.01% | 529 | 311 | 142.7% | $2.70万 | 重新持有 |
| SWKS | SKYWORKS SOLUTIONS INC | $4.59万 | 0.01% | 677 | 55 | 8.8% | $3,729 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $4.59万 | 0.01% | 973 | 212 | 27.9% | $9,998 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $4.58万 | 0.01% | 187 | 5 | 2.7% | $1,224 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $4.57万 | 0.01% | 823 | 28 | 3.5% | $1,554 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $4.54万 | 0.01% | 170 | 25 | 17.2% | $6,684 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $4.53万 | 0.01% | 869 | 708 | 439.8% | $3.69万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $4.52万 | 0.01% | 126 | 29 | 29.9% | $1.04万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $4.52万 | 0.01% | 395 | -165 | -29.5% | -$1.89万 | 减仓 |
| UBS | UBS GROUP AG | $4.51万 | 0.01% | 910 | 4 | 0.4% | $198 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4.51万 | 0.01% | 523 | -161 | -23.5% | -$1.39万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $4.50万 | 0.01% | 3,160 | 795 | 33.6% | $1.13万 | 加仓 |
| NOBL | PROSHARES TR | $4.49万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4.45万 | 0.01% | 987 | 44 | 4.7% | $1,985 | 加仓 |
| YUM | YUM BRANDS INC | $4.44万 | 0.01% | 278 | 106 | 61.6% | $1.69万 | 加仓 |
| ALLY | ALLY FINL INC | $4.44万 | 0.01% | 966 | 228 | 30.9% | $1.05万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $4.44万 | 0.01% | 5,070 | 4,880 | 2,568.4% | $4.27万 | 加仓 |
| NDSN | NORDSON CORP | $4.43万 | 0.01% | 147 | 51 | 53.1% | $1.54万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $4.41万 | 0.01% | 213 | 100 | 88.5% | $2.07万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4.40万 | 0.01% | 130 | 50 | 62.5% | $1.69万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $4.39万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $4.39万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $4.38万 | 0.01% | 392 | 80 | 25.6% | $8,940 | 加仓 |
| NFLX | NETFLIX INC. | $4.38万 | 0.01% | 613 | -477 | -43.8% | -$3.41万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $4.37万 | 0.01% | 3,868 | 2,807 | 264.6% | $3.17万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $4.37万 | 0.01% | 216 | 28 | 14.9% | $5,671 | 加仓 |
| PCAR | PACCAR INC | $4.37万 | 0.01% | 364 | -7 | -1.9% | -$841 | 减仓 |
| RIO | RIO TINTO PLC | $4.37万 | 0.01% | 460 | -155 | -25.2% | -$1.47万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $4.35万 | 0.01% | 4,103 | 2,968 | 261.5% | $3.15万 | 加仓 |
| EXP | EAGLE MATLS INC | $4.34万 | 0.01% | 193 | 187 | 3,116.7% | $4.21万 | 加仓 |
| IESC | IES HOLDINGS INC | $4.33万 | 0.01% | 59 | -2 | -3.3% | -$1,469 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $4.32万 | 0.01% | 474 | -252 | -34.7% | -$2.30万 | 减仓 |
| VTR | VENTAS INC | $4.30万 | 0.01% | 484 | -11 | -2.2% | -$977 | 减仓 |
| KKR | KKR & CO INC | $4.30万 | 0.01% | 468 | 92 | 24.5% | $8,444 | 加仓 |
| KHC | KRAFT HEINZ CO | $4.29万 | 0.01% | 1,815 | 977 | 116.6% | $2.31万 | 加仓 |
| SHEL | SHELL PLC | $4.28万 | 0.01% | 552 | -3 | -0.5% | -$233 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $4.23万 | 0.01% | 309 | -66 | -17.6% | -$9,039 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $4.23万 | 0.01% | 151 | -89 | -37.1% | -$2.49万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4.22万 | 0.01% | 239 | 100 | 71.9% | $1.76万 | 加仓 |
| AX | AXOS FINANCIAL INC | $4.21万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC | $4.19万 | 0.01% | 602 | -54 | -8.2% | -$3,760 | 减仓 |
| HAS | HASBRO INC | $4.18万 | 0.01% | 506 | -11 | -2.1% | -$908 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4.16万 | 0.01% | 470 | 293 | 165.5% | $2.60万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $4.15万 | 0.01% | 241 | 140 | 138.6% | $2.41万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4.11万 | 0.01% | 151 | -51 | -25.2% | -$1.39万 | 减仓 |
| MKL | MARKEL GROUP INC | $4.10万 | 0.01% | 21 | 9 | 75.0% | $1.76万 | 加仓 |
| CTAS | CINTAS CORP | $4.07万 | 0.01% | 239 | 117 | 95.9% | $1.99万 | 加仓 |
| CDW | CDW CORP | $4.06万 | 0.01% | 289 | 24 | 9.1% | $3,375 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $4.03万 | 0.01% | 1,743 | -238 | -12.0% | -$5,505 | 减仓 |
| CMS | CMS ENERGY CORP | $4.02万 | 0.01% | 526 | 402 | 324.2% | $3.08万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $4.02万 | 0.01% | 1,524 | 574 | 60.4% | $1.51万 | 加仓 |
| BRKR | BRUKER CORP | $4.00万 | 0.01% | 665 | 262 | 65.0% | $1.58万 | 加仓 |
| ABCB | AMERIS BANCORP | $3.99万 | 0.01% | 442 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $3.97万 | 0.01% | 371 | 228 | 159.4% | $2.44万 | 加仓 |
| WRB | BERKLEY W R CORP | $3.96万 | 0.01% | 561 | 469 | 509.8% | $3.31万 | 加仓 |
| GWW | WW GRAINGER INC | $3.95万 | 0.01% | 29 | 6 | 26.1% | $8,162 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.94万 | 0.01% | 166 | -66 | -28.4% | -$1.57万 | 减仓 |
| APTV | APTIV PLC | $3.93万 | 0.01% | 640 | 114 | 21.7% | $6,997 | 加仓 |
| VNO | VORNADO RLTY TR | $3.92万 | 0.01% | 998 | 616 | 161.3% | $2.42万 | 加仓 |
| OMC | OMNICOM GROUP INC | $3.90万 | 0.01% | 535 | -609 | -53.2% | -$4.44万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $3.89万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $3.88万 | 0.01% | 303 | -985 | -76.5% | -$12.61万 | 减仓 |
| FORM | FORMFACTOR INC | $3.87万 | 0.01% | 242 | -44 | -15.4% | -$7,037 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $3.87万 | 0.01% | 810 | -5 | -0.6% | -$239 | 减仓 |
| CUZ | COUSINS PPTYS INC | $3.84万 | 0.01% | 1,282 | 242 | 23.3% | $7,255 | 加仓 |
| IJR | ISHARES TR | $3.84万 | 0.01% | 259 | -819 | -76.0% | -$12.15万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $3.83万 | 0.01% | 207 | -61 | -22.8% | -$1.13万 | 减仓 |
| DVA | DAVITA INC | $3.83万 | 0.01% | 172 | 61 | 55.0% | $1.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3.81万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP | $3.81万 | 0.01% | 2,607 | -182 | -6.5% | -$2,657 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $3.78万 | 0.01% | 1,510 | 66 | 4.6% | $1,654 | 加仓 |
| CMC | COMMERCIAL METALS CO | $3.77万 | 0.01% | 601 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $3.77万 | 0.01% | 146 | 71 | 94.7% | $1.83万 | 加仓 |
| ECL | ECOLAB INC | $3.76万 | 0.01% | 135 | -259 | -65.7% | -$7.22万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3.75万 | 0.01% | 73 | -45 | -38.1% | -$2.31万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $3.74万 | 0.01% | 1,143 | -940 | -45.1% | -$3.08万 | 减仓 |
| AWR | AMER STATES WTR CO | $3.73万 | 0.01% | 451 | 222 | 96.9% | $1.83万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $3.71万 | 0.01% | 269 | 85 | 46.2% | $1.17万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $3.70万 | 0.01% | 29 | 23 | 383.3% | $2.94万 | 加仓 |
| ENVA | ENOVA INTL INC | $3.68万 | 0.01% | 153 | -5 | -3.2% | -$1,204 | 减仓 |