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 |
|---|---|---|---|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | $2.67万 | 0.01% | 143 | 9 | 6.7% | $1,679 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $2.67万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| FHB | FIRST HAWAIIAN INC | $2.67万 | 0.01% | 1,082 | 433 | 66.7% | $1.07万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2.66万 | 0.01% | 200 | 200 | — | $2.66万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $2.65万 | 0.01% | 276 | 134 | 94.4% | $1.29万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.64万 | 0.01% | 173 | 151 | 686.4% | $2.30万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $2.64万 | 0.01% | 875 | -5 | -0.6% | -$151 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.62万 | 0.01% | 94 | 65 | 224.1% | $1.82万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $2.61万 | 0.01% | 550 | 550 | — | $2.61万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $2.61万 | 0.01% | 346 | -64 | -15.6% | -$4,825 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $2.59万 | 0.01% | 365 | 241 | 194.4% | $1.71万 | 加仓 |
| XAR | SPDR SERIES TRUST | $2.59万 | 0.01% | 102 | 102 | — | $2.59万 | 新建仓 |
| CRC | CALIFORNIA RES CORP | $2.59万 | 0.01% | 374 | -36 | -8.8% | -$2,492 | 减仓 |
| EPAM | EPAM SYS INC | $2.59万 | 0.01% | 191 | 14 | 7.9% | $1,896 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.58万 | 0.01% | 127 | 21 | 19.8% | $4,272 | 加仓 |
| NMR | NOMURA HLDGS INC | $2.58万 | 0.01% | 3,271 | 703 | 27.4% | $5,547 | 加仓 |
| — | AIR LEASE CORP | $2.57万 | 0.01% | 396 | -73 | -15.6% | -$4,741 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $2.56万 | 0.01% | 80 | -13 | -14.0% | -$4,167 | 减仓 |
| PAAA | PGIM ETF TR | $2.56万 | 0.01% | 500 | 500 | — | $2.56万 | 新建仓 |
| NDSN | NORDSON CORP | $2.55万 | 0.01% | 96 | 66 | 220.0% | $1.76万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.54万 | 0.01% | 61 | 23 | 60.5% | $9,585 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $2.54万 | 0.01% | 1,518 | 0 | 0.0% | — | 不变 |
| FLXR | TCW ETF TRUST | $2.53万 | 0.01% | 645 | 645 | — | $2.53万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.51万 | 0.01% | 76 | -79 | -51.0% | -$2.61万 | 减仓 |
| E | ENI SPA | $2.51万 | 0.01% | 444 | 59 | 15.3% | $3,340 | 加仓 |
| GWW | WW GRAINGER INC | $2.51万 | 0.01% | 23 | 4 | 21.1% | $4,363 | 加仓 |
| — | HOLOGIC INC | $2.50万 | 0.01% | 331 | 129 | 63.9% | $9,751 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2.50万 | 0.01% | 154 | -170 | -52.5% | -$2.76万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $2.49万 | 0.01% | 2,365 | 148 | 6.7% | $1,558 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $2.49万 | 0.01% | 174 | 141 | 427.3% | $2.01万 | 加仓 |
| PULS | PGIM ETF TR | $2.48万 | 0.01% | 500 | 500 | — | $2.48万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $2.46万 | 0.01% | 267 | 234 | 709.1% | $2.15万 | 加仓 |
| PBF | PBF ENERGY INC | $2.46万 | 0.01% | 516 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $2.45万 | 0.01% | 145 | 108 | 291.9% | $1.82万 | 加仓 |
| RBC | RBC BEARINGS INC | $2.44万 | 0.01% | 45 | 23 | 104.5% | $1.25万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.44万 | 0.01% | 1,026 | 504 | 96.6% | $1.20万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $2.44万 | 0.01% | 526 | 433 | 465.6% | $2.01万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2.43万 | 0.01% | 97 | -122 | -55.7% | -$3.06万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2.43万 | 0.01% | 150 | 150 | — | $2.43万 | 新建仓 |
| FISV | FISERV INC | $2.42万 | 0.01% | 434 | 122 | 39.1% | $6,808 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $2.42万 | 0.01% | 255 | 182 | 249.3% | $1.73万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.42万 | 0.01% | 247 | 247 | — | $2.42万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.42万 | 0.01% | 70 | 13 | 22.8% | $4,487 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $2.41万 | 0.01% | 950 | 111 | 13.2% | $2,816 | 加仓 |
| GGG | GRACO INC | $2.40万 | 0.01% | 284 | 109 | 62.3% | $9,227 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $2.40万 | 0.01% | 311 | 168 | 117.5% | $1.30万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $2.39万 | 0.01% | 139 | -36 | -20.6% | -$6,196 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $2.39万 | 0.01% | 122 | -26 | -17.6% | -$5,096 | 减仓 |
| AEE | AMEREN CORP | $2.39万 | 0.01% | 217 | 161 | 287.5% | $1.77万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $2.38万 | 0.01% | 636 | 5 | 0.8% | $187 | 加仓 |
| ONTO | ONTO INNOVATION INC | $2.38万 | 0.01% | 116 | 5 | 4.5% | $1,025 | 加仓 |
| ALB | ALBEMARLE CORP | $2.37万 | 0.01% | 132 | 67 | 103.1% | $1.20万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2.36万 | 0.01% | 113 | -207 | -64.7% | -$4.33万 | 减仓 |
| CSTM | CONSTELLIUM SE | $2.36万 | 0.01% | 961 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $2.36万 | 0.01% | 42 | 15 | 55.6% | $8,429 | 加仓 |
| AYI | ACUITY INC | $2.35万 | 0.01% | 84 | -28 | -25.0% | -$7,846 | 减仓 |
| PLD | PROLOGIS INC. | $2.35万 | 0.01% | 178 | -84 | -32.1% | -$1.11万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $2.35万 | 0.01% | 1,040 | 966 | 1,305.4% | $2.18万 | 加仓 |
| SYY | SYSCO CORP | $2.35万 | 0.01% | 329 | 175 | 113.6% | $1.25万 | 加仓 |
| OKTA | OKTA INC | $2.35万 | 0.01% | 298 | 89 | 42.6% | $7,005 | 加仓 |
| VMC | VULCAN MATLS CO | $2.34万 | 0.01% | 86 | 3 | 3.6% | $817 | 加仓 |
| BX | BLACKSTONE INC | $2.33万 | 0.01% | 203 | 140 | 222.2% | $1.61万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $2.32万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $2.30万 | 0.01% | 399 | 225 | 129.3% | $1.30万 | 加仓 |
| MKL | MARKEL GROUP INC | $2.30万 | 0.01% | 12 | 1 | 9.1% | $1,914 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2.29万 | 0.01% | 79 | 40 | 102.6% | $1.16万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $2.27万 | 0.01% | 327 | 65 | 24.8% | $4,505 | 加仓 |
| CUBE | CUBESMART | $2.26万 | 0.01% | 616 | 561 | 1,020.0% | $2.06万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.25万 | 0.01% | 81 | 2 | 2.5% | $556 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $2.25万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $2.24万 | 0.01% | 1,288 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $2.23万 | 0.01% | 259 | 161 | 164.3% | $1.39万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $2.23万 | 0.01% | 554 | 4 | 0.7% | $161 | 加仓 |
| SEIC | SEI INVTS CO | $2.23万 | 0.01% | 284 | 264 | 1,320.0% | $2.07万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $2.20万 | 0.01% | 299 | -56 | -15.8% | -$4,127 | 减仓 |
| STNG | SCORPIO TANKERS INC | $2.20万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $2.19万 | 0.01% | 402 | 31 | 8.4% | $1,690 | 加仓 |
| EXC | EXELON CORP | $2.18万 | 0.01% | 445 | 24 | 5.7% | $1,176 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $2.18万 | 0.01% | 378 | 28 | 8.0% | $1,613 | 加仓 |
| RSSB | TIDAL TRUST II | $2.17万 | 0.01% | 799 | 47 | 6.2% | $1,279 | 加仓 |
| — | CHART INDS INC | $2.17万 | 0.01% | 105 | 1 | 1.0% | $207 | 加仓 |
| IJT | ISHARES TR | $2.17万 | 0.01% | 150 | 8 | 5.6% | $1,158 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.17万 | 0.01% | 111 | 72 | 184.6% | $1.41万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $2.17万 | 0.01% | 333 | -5 | -1.5% | -$326 | 减仓 |
| APA | APA CORPORATION | $2.17万 | 0.01% | 510 | 161 | 46.1% | $6,837 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $2.16万 | 0.01% | 250 | 250 | — | $2.16万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $2.15万 | 0.01% | 157 | 1 | 0.6% | $137 | 加仓 |
| CNA | CNA FINL CORP | $2.15万 | 0.01% | 469 | 241 | 105.7% | $1.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.15万 | 0.01% | 100 | -127 | -55.9% | -$2.73万 | 减仓 |
| CPT | CAMDEN PPTY TR | $2.15万 | 0.01% | 220 | -5 | -2.2% | -$488 | 减仓 |
| ENVA | ENOVA INTL INC | $2.15万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $2.14万 | 0.01% | 702 | 702 | — | $2.14万 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR CO | $2.14万 | 0.01% | 3,229 | 1,318 | 69.0% | $8,739 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $2.13万 | 0.01% | 326 | -3 | -0.9% | -$196 | 减仓 |
| EQT | EQT CORP | $2.13万 | 0.01% | 335 | 275 | 458.3% | $1.75万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $2.13万 | 0.01% | 237 | 71 | 42.8% | $6,378 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2.12万 | 0.01% | 80 | 75 | 1,500.0% | $1.99万 | 加仓 |
| HRB | BLOCK H & R INC | $2.11万 | 0.01% | 665 | 603 | 972.6% | $1.91万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $2.11万 | 0.01% | 304 | 111 | 57.5% | $7,700 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2.09万 | 0.01% | 3,014 | 3,003 | 27,300.0% | $2.09万 | 重新持有 |