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 |
|---|---|---|---|---|---|---|---|---|
| CDNS | CADENCE DESIGN SYSTEM INC | $3.68万 | 0.01% | 98 | 17 | 21.0% | $6,381 | 加仓 |
| NTCT | NETSCOUT SYS INC | $3.66万 | 0.01% | 840 | -20 | -2.3% | -$871 | 减仓 |
| AGL | AGILON HEALTH INC | $3.65万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $3.62万 | 0.01% | 465 | 66 | 16.5% | $5,139 | 加仓 |
| CBRE | CBRE GROUP INC | $3.61万 | 0.01% | 268 | 186 | 226.8% | $2.51万 | 加仓 |
| PRI | PRIMERICA INC | $3.61万 | 0.01% | 127 | 51 | 67.1% | $1.45万 | 加仓 |
| T | AT&T INC | $3.60万 | 0.01% | 1,741 | 40 | 2.4% | $828 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.60万 | 0.01% | 398 | 12 | 3.1% | $1,086 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $3.59万 | 0.01% | 592 | 469 | 381.3% | $2.85万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $3.59万 | 0.01% | 190 | 185 | 3,700.0% | $3.49万 | 加仓 |
| NMR | NOMURA HLDGS INC | $3.58万 | 0.01% | 4,075 | 804 | 24.6% | $7,059 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $3.56万 | 0.01% | 664 | -4 | -0.6% | -$215 | 减仓 |
| LFUS | LITTELFUSE INC | $3.55万 | 0.01% | 78 | -2 | -2.5% | -$911 | 减仓 |
| PPG | PPG INDS INC | $3.54万 | 0.01% | 292 | 108 | 58.7% | $1.31万 | 加仓 |
| SAIA | SAIA INC | $3.54万 | 0.01% | 84 | 42 | 100.0% | $1.77万 | 加仓 |
| DCI | DONALDSON INC | $3.54万 | 0.01% | 394 | 67 | 20.5% | $6,015 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $3.52万 | 0.01% | 228 | 17 | 8.1% | $2,627 | 加仓 |
| XYZ | BLOCK INC | $3.52万 | 0.01% | 463 | 236 | 104.0% | $1.79万 | 加仓 |
| RNG | RINGCENTRAL INC | $3.52万 | 0.01% | 902 | 5 | 0.6% | $195 | 加仓 |
| WSBC | WESBANCO INC | $3.50万 | 0.01% | 897 | 28 | 3.2% | $1,093 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3.49万 | 0.01% | 156 | 13 | 9.1% | $2,908 | 加仓 |
| CSTM | CONSTELLIUM SE | $3.49万 | 0.01% | 1,094 | 133 | 13.8% | $4,239 | 加仓 |
| REG | REGENCY CTRS CORP | $3.48万 | 0.01% | 436 | 182 | 71.7% | $1.45万 | 加仓 |
| CPT | CAMDEN PPTY TR | $3.47万 | 0.01% | 303 | 83 | 37.7% | $9,503 | 加仓 |
| PII | POLARIS INC | $3.46万 | 0.01% | 506 | 104 | 25.9% | $7,118 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $3.46万 | 0.01% | 630 | 201 | 46.9% | $1.10万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3.45万 | 0.01% | 585 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $3.45万 | 0.01% | 1,172 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $3.40万 | 0.01% | 248 | -54 | -17.9% | -$7,410 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3.40万 | 0.01% | 100 | 2 | 2.0% | $680 | 加仓 |
| L | LOEWS CORP | $3.38万 | 0.01% | 299 | 169 | 130.0% | $1.91万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $3.37万 | 0.01% | 316 | -8 | -2.5% | -$853 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3.36万 | 0.01% | 144 | -14 | -8.9% | -$3,263 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $3.34万 | 0.01% | 230 | 153 | 198.7% | $2.22万 | 加仓 |
| SHC | SOTERA HEALTH CO | $3.34万 | 0.01% | 1,882 | 747 | 65.8% | $1.33万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $3.34万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $3.31万 | 0.01% | 214 | 31 | 16.9% | $4,798 | 加仓 |
| APG | API GROUP CORP | $3.31万 | 0.01% | 782 | 74 | 10.5% | $3,134 | 加仓 |
| CNA | CNA FINL CORP | $3.30万 | 0.01% | 679 | 210 | 44.8% | $1.02万 | 加仓 |
| CLX | CLOROX CO DEL | $3.29万 | 0.01% | 345 | 160 | 86.5% | $1.53万 | 加仓 |
| EXC | EXELON CORP | $3.28万 | 0.01% | 704 | 259 | 58.2% | $1.21万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $3.28万 | 0.01% | 154 | 2 | 1.3% | $426 | 加仓 |
| HPQ | HP INC | $3.27万 | 0.01% | 1,492 | 840 | 128.8% | $1.84万 | 加仓 |
| DASH | DOORDASH INC | $3.25万 | 0.01% | 176 | -233 | -57.0% | -$4.30万 | 减仓 |
| NEU | NEWMARKET CORP | $3.24万 | 0.01% | 41 | 24 | 141.2% | $1.90万 | 加仓 |
| FOXA | FOX CORP | $3.23万 | 0.01% | 620 | 10 | 1.6% | $522 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $3.23万 | 0.01% | 1,452 | 1,391 | 2,280.3% | $3.10万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $3.23万 | 0.01% | 317 | -16 | -4.8% | -$1,630 | 减仓 |
| INSP | INSPIRE MED SYS INC | $3.22万 | 0.01% | 722 | 563 | 354.1% | $2.51万 | 加仓 |
| FER | FERROVIAL NV | $3.21万 | 0.01% | 468 | -107 | -18.6% | -$7,341 | 减仓 |
| GDDY | GODADDY INC | $3.21万 | 0.01% | 378 | 32 | 9.2% | $2,716 | 加仓 |
| FE | FIRSTENERGY CORP | $3.20万 | 0.01% | 674 | 503 | 294.2% | $2.39万 | 加仓 |
| OUST | OUSTER INC | $3.19万 | 0.01% | 511 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $3.19万 | 0.01% | 65 | 4 | 6.6% | $1,965 | 加仓 |
| MSM | MSC INDL DIRECT INC | $3.19万 | 0.01% | 268 | 128 | 91.4% | $1.52万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3.18万 | 0.01% | 23 | -3 | -11.5% | -$4,147 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $3.17万 | 0.01% | 335 | 7 | 2.1% | $662 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $3.14万 | 0.01% | 1,042 | 441 | 73.4% | $1.33万 | 加仓 |
| BC | BRUNSWICK CORP | $3.14万 | 0.01% | 373 | -12 | -3.1% | -$1,011 | 减仓 |
| SO | SOUTHERN CO | $3.14万 | 0.01% | 328 | 237 | 260.4% | $2.27万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $3.14万 | 0.01% | 364 | 56 | 18.2% | $4,829 | 加仓 |
| SF | STIFEL FINL CORP | $3.13万 | 0.01% | 449 | -473 | -51.3% | -$3.30万 | 减仓 |
| AEE | AMEREN CORP | $3.13万 | 0.01% | 277 | 60 | 27.6% | $6,783 | 加仓 |
| ADSK | AUTODESK INC | $3.11万 | 0.01% | 160 | -163 | -50.5% | -$3.17万 | 减仓 |
| ETN | EATON CORP PLC | $3.11万 | 0.01% | 73 | -14 | -16.1% | -$5,966 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3.10万 | 0.01% | 174 | -801 | -82.2% | -$14.28万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $3.09万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $3.09万 | 0.01% | 199 | 45 | 29.2% | $6,981 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $3.07万 | 0.01% | 4,694 | 1,708 | 57.2% | $1.12万 | 加仓 |
| RACE | FERRARI N V | $3.05万 | 0.01% | 82 | 39 | 90.7% | $1.45万 | 加仓 |
| DB | DEUTSCHE BK AG | $3.02万 | 0.01% | 894 | -129 | -12.6% | -$4,355 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $3.02万 | 0.01% | 572 | -3,493 | -85.9% | -$18.43万 | 减仓 |
| MIDD | MIDDLEBY CORP | $3.01万 | 0.01% | 175 | 26 | 17.4% | $4,472 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $3.00万 | 0.01% | 1,118 | 175 | 18.6% | $4,699 | 加仓 |
| VRNS | VARONIS SYS INC | $3.00万 | 0.01% | 715 | 317 | 79.6% | $1.33万 | 加仓 |
| BE | BLOOM ENERGY CORP | $3.00万 | 0.01% | 99 | -28 | -22.0% | -$8,476 | 减仓 |
| DAVE | DAVE INC | $2.98万 | 0.01% | 80 | -1 | -1.2% | -$373 | 减仓 |
| NCNO | NCINO INC | $2.98万 | 0.01% | 1,821 | 1,390 | 322.5% | $2.27万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $2.97万 | 0.01% | 1,039 | 1,028 | 9,345.5% | $2.93万 | 重新持有 |
| CRM | SALESFORCE INC | $2.96万 | 0.01% | 189 | 84 | 80.0% | $1.32万 | 加仓 |
| NGG | NATIONAL GRID PLC | $2.96万 | 0.01% | 357 | -56 | -13.6% | -$4,641 | 减仓 |
| — | LEGGETT & PLATT INC | $2.94万 | 0.01% | 2,514 | 1,120 | 80.3% | $1.31万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.94万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $2.93万 | 0.01% | 190 | 149 | 363.4% | $2.30万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $2.92万 | 0.01% | 453 | 442 | 4,018.2% | $2.85万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $2.91万 | 0.01% | 1,070 | 156 | 17.1% | $4,245 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2.90万 | 0.01% | 292 | -274 | -48.4% | -$2.72万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $2.89万 | 0.01% | 417 | 122 | 41.4% | $8,450 | 加仓 |
| AZO | AUTOZONE INC | $2.88万 | 0.01% | 9 | 2 | 28.6% | $6,392 | 重新持有 |
| OGS | ONE GAS INC | $2.87万 | 0.01% | 373 | 249 | 200.8% | $1.92万 | 加仓 |
| AGCO | AGCO CORP | $2.87万 | 0.01% | 240 | 66 | 37.9% | $7,900 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.86万 | 0.01% | 95 | 19 | 25.0% | $5,720 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $2.82万 | 0.01% | 176 | -106 | -37.6% | -$1.70万 | 减仓 |
| TKR | TIMKEN CO | $2.82万 | 0.01% | 194 | 107 | 123.0% | $1.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.81万 | 0.01% | 56 | -8 | -12.5% | -$4,011 | 减仓 |
| ARTY | ISHARES TR | $2.80万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $2.79万 | 0.01% | 81 | 1 | 1.2% | $344 | 加仓 |
| VIRT | VIRTU FINL INC | $2.79万 | 0.01% | 468 | 269 | 135.2% | $1.60万 | 加仓 |
| FMC | FMC CORP | $2.79万 | 0.01% | 2,423 | 382 | 18.7% | $4,393 | 加仓 |
| AES | AES CORP | $2.79万 | 0.01% | 1,900 | 1,725 | 985.7% | $2.53万 | 加仓 |