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 |
|---|---|---|---|---|---|---|---|---|
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.09万 | 0.01% | 294 | 1 | 0.3% | $71 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $2.07万 | 0.01% | 120 | -11 | -8.4% | -$1,898 | 减仓 |
| CMPR | CIMPRESS PLC | $2.07万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $2.06万 | 0.01% | 122 | 62 | 103.3% | $1.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.05万 | 0.01% | 46 | 34 | 283.3% | $1.52万 | 加仓 |
| TS | TENARIS S A | $2.05万 | 0.01% | 353 | 90 | 34.2% | $5,236 | 加仓 |
| LINE | LINEAGE INC | $2.05万 | 0.01% | 626 | 457 | 270.4% | $1.50万 | 加仓 |
| MHO | M/I HOMES INC | $2.04万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $2.04万 | 0.01% | 943 | 251 | 36.3% | $5,442 | 加仓 |
| UGI | UGI CORP NEW | $2.04万 | 0.01% | 561 | 87 | 18.4% | $3,169 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2.03万 | 0.01% | 328 | 10 | 3.1% | $619 | 加仓 |
| VOD | VODAFONE GROUP PLC | $2.03万 | 0.01% | 1,352 | 987 | 270.4% | $1.48万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $2.03万 | 0.01% | 1,503 | -43 | -2.8% | -$581 | 减仓 |
| COHU | COHU INC | $2.03万 | 0.01% | 662 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $2.02万 | 0.01% | 174 | -14 | -7.4% | -$1,622 | 减仓 |
| HQY | HEALTHEQUITY INC | $2.01万 | 0.01% | 241 | 30 | 14.2% | $2,507 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.01万 | 0.01% | 73 | 51 | 231.8% | $1.40万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $2.00万 | 0.01% | 943 | -324 | -25.6% | -$6,862 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $2.00万 | 0.01% | 245 | 98 | 66.7% | $7,985 | 加仓 |
| AMCR | AMCOR PLC | $2.00万 | 0.01% | 502 | 502 | — | $2.00万 | 新建仓 |
| WAT | WATERS CORP | $2.00万 | 0.01% | 67 | 38 | 131.0% | $1.13万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.99万 | 0.01% | 409 | 138 | 50.9% | $6,725 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1.99万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.99万 | 0.01% | 1,254 | -32 | -2.5% | -$508 | 减仓 |
| MIDD | MIDDLEBY CORP | $1.98万 | 0.01% | 149 | 2 | 1.4% | $265 | 加仓 |
| PUK | PRUDENTIAL PLC | $1.97万 | 0.01% | 694 | 356 | 105.3% | $1.01万 | 加仓 |
| PPG | PPG INDS INC | $1.97万 | 0.01% | 184 | 10 | 5.7% | $1,069 | 加仓 |
| CRM | SALESFORCE INC | $1.96万 | 0.01% | 105 | -154 | -59.5% | -$2.87万 | 减仓 |
| MKC | MCCORMICK & CO INC | $1.96万 | 0.01% | 388 | 346 | 823.8% | $1.75万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.96万 | 0.01% | 101 | 4 | 4.1% | $774 | 加仓 |
| EQNR | EQUINOR ASA | $1.95万 | 0.01% | 461 | 368 | 395.7% | $1.55万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1.94万 | 0.01% | 525 | -925 | -63.8% | -$3.42万 | 减仓 |
| REG | REGENCY CTRS CORP | $1.92万 | 0.01% | 254 | -49 | -16.2% | -$3,707 | 减仓 |
| CLX | CLOROX CO DEL | $1.92万 | 0.01% | 185 | 178 | 2,542.9% | $1.84万 | 加仓 |
| ZTS | ZOETIS INC | $1.92万 | 0.01% | 162 | 79 | 95.2% | $9,339 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1.91万 | 0.01% | 259 | 214 | 475.6% | $1.58万 | 加仓 |
| PRI | PRIMERICA INC | $1.90万 | 0.01% | 76 | 29 | 61.7% | $7,264 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.90万 | 0.01% | 202 | 2 | 1.0% | $188 | 加仓 |
| HSY | HERSHEY CO | $1.89万 | 0.01% | 91 | -23 | -20.2% | -$4,781 | 减仓 |
| KHC | KRAFT HEINZ CO | $1.88万 | 0.01% | 838 | 382 | 83.8% | $8,591 | 加仓 |
| ESNT | ESSENT GROUP LTD | $1.88万 | 0.01% | 322 | -56 | -14.8% | -$3,273 | 减仓 |
| NTAP | NETAPP INC | $1.87万 | 0.01% | 183 | -474 | -72.1% | -$4.85万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1.87万 | 0.01% | 101 | 80 | 381.0% | $1.48万 | 加仓 |
| SNPS | SYNOPSYS INC | $1.86万 | 0.01% | 47 | 42 | 840.0% | $1.67万 | 加仓 |
| RMD | RESMED INC | $1.86万 | 0.01% | 83 | 39 | 88.6% | $8,755 | 加仓 |
| CHE | CHEMED CORP NEW | $1.85万 | 0.01% | 49 | 25 | 104.2% | $9,444 | 加仓 |
| TTD | THE TRADE DESK INC | $1.85万 | 0.01% | 815 | 719 | 749.0% | $1.63万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $1.85万 | 0.01% | 701 | 189 | 36.9% | $4,982 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $1.84万 | 0.01% | 327 | -13 | -3.8% | -$733 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1.84万 | 0.01% | 300 | 300 | — | $1.84万 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $1.83万 | 0.01% | 843 | -208 | -19.8% | -$4,526 | 减仓 |
| IX | ORIX CORP | $1.83万 | 0.01% | 611 | 95 | 18.4% | $2,849 | 加仓 |
| ACM | AECOM | $1.83万 | 0.01% | 216 | 186 | 620.0% | $1.58万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $1.83万 | 0.01% | 1,928 | 1,104 | 134.0% | $1.05万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1.82万 | 0.01% | 334 | 103 | 44.6% | $5,627 | 加仓 |
| B | BARRICK MNG CORP | $1.82万 | 0.01% | 447 | 8 | 1.8% | $326 | 加仓 |
| LPG | DORIAN LPG LTD | $1.82万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.82万 | 0.01% | 42 | 31 | 281.8% | $1.35万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $1.82万 | 0.01% | 187 | 92 | 96.8% | $8,967 | 加仓 |
| DINO | HF SINCLAIR CORP | $1.82万 | 0.01% | 291 | -20 | -6.4% | -$1,248 | 减仓 |
| LSTR | LANDSTAR SYS INC | $1.81万 | 0.01% | 113 | 79 | 232.4% | $1.27万 | 加仓 |
| ERAS | ERASCA INC | $1.81万 | 0.01% | 1,116 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.78万 | 0.00% | 539 | 539 | — | $1.78万 | 新建仓 |
| ACT | ENACT HLDGS INC | $1.78万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1.77万 | 0.00% | 148 | 5 | 3.5% | $598 | 加仓 |
| FFIV | F5 INC | $1.76万 | 0.00% | 61 | 51 | 510.0% | $1.48万 | 加仓 |
| POOL | POOL CORP | $1.74万 | 0.00% | 86 | 66 | 330.0% | $1.34万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $1.74万 | 0.00% | 288 | -83 | -22.4% | -$5,004 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1.74万 | 0.00% | 2,894 | 2,845 | 5,806.1% | $1.71万 | 加仓 |
| TECH | BIO-TECHNE CORP | $1.74万 | 0.00% | 332 | -89 | -21.1% | -$4,651 | 减仓 |
| AWR | AMER STATES WTR CO | $1.73万 | 0.00% | 229 | -42 | -15.5% | -$3,176 | 减仓 |
| MELI | MERCADOLIBRE INC | $1.73万 | 0.00% | 10 | 8 | 400.0% | $1.38万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1.72万 | 0.00% | 127 | 12 | 10.4% | $1,626 | 加仓 |
| GEF | GREIF INC | $1.72万 | 0.00% | 256 | -29 | -10.2% | -$1,945 | 减仓 |
| TDC | TERADATA CORP DEL | $1.71万 | 0.00% | 669 | 90 | 15.5% | $2,307 | 加仓 |
| FRSH | FRESHWORKS INC | $1.71万 | 0.00% | 2,133 | 1,075 | 101.6% | $8,632 | 加仓 |
| ARTY | ISHARES TR | $1.71万 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1.71万 | 0.00% | 1,153 | 14 | 1.2% | $208 | 加仓 |
| AEG | AEGON LTD | $1.71万 | 0.00% | 2,353 | 529 | 29.0% | $3,841 | 加仓 |
| DVA | DAVITA INC | $1.71万 | 0.00% | 111 | -12 | -9.8% | -$1,844 | 减仓 |
| SBUX | STARBUCKS CORP | $1.70万 | 0.00% | 190 | 125 | 192.3% | $1.12万 | 加仓 |
| SRE | SEMPRA | $1.69万 | 0.00% | 174 | 137 | 370.3% | $1.33万 | 加仓 |
| MUR | MURPHY OIL CORP | $1.69万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANKERS LTD | $1.69万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $1.67万 | 0.00% | 300 | 160 | 114.3% | $8,926 | 加仓 |
| — | THOMSON REUTERS CORP | $1.67万 | 0.00% | 186 | 145 | 353.7% | $1.30万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.67万 | 0.00% | 429 | 195 | 83.3% | $7,600 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $1.67万 | 0.00% | 784 | 739 | 1,642.2% | $1.58万 | 重新持有 |
| BUSE | FIRST BUSEY CORP | $1.66万 | 0.00% | 657 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $1.65万 | 0.00% | 183 | 77 | 72.6% | $6,941 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $1.64万 | 0.00% | 79 | -16 | -16.8% | -$3,330 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.64万 | 0.00% | 443 | 443 | — | $1.64万 | 新建仓 |
| MORN | MORNINGSTAR INC | $1.64万 | 0.00% | 97 | -75 | -43.6% | -$1.27万 | 减仓 |
| MUSA | MURPHY USA INC | $1.63万 | 0.00% | 33 | -14 | -29.8% | -$6,916 | 减仓 |
| SHC | SOTERA HEALTH CO | $1.63万 | 0.00% | 1,135 | -695 | -38.0% | -$9,966 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $1.62万 | 0.00% | 172 | -96 | -35.8% | -$9,021 | 减仓 |
| MET | METLIFE INC | $1.61万 | 0.00% | 228 | -222 | -49.3% | -$1.57万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.61万 | 0.00% | 123 | 70 | 132.1% | $9,171 | 加仓 |
| WDAY | WORKDAY INC | $1.61万 | 0.00% | 124 | 73 | 143.1% | $9,485 | 加仓 |
| — | QORVO INC | $1.61万 | 0.00% | 208 | -279 | -57.3% | -$2.16万 | 减仓 |