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 |
|---|---|---|---|---|---|---|---|---|
| HTH | HILLTOP HLDGS INC | $1.61万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $1.61万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $1.61万 | 0.00% | 94 | 28 | 42.4% | $4,788 | 加仓 |
| URI | UNITED RENTALS INC | $1.60万 | 0.00% | 22 | 3 | 15.8% | $2,186 | 加仓 |
| TTE | TOTALENERGIES SE | $1.60万 | 0.00% | 176 | -47 | -21.1% | -$4,276 | 减仓 |
| JNK | SPDR SERIES TRUST | $1.59万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $1.58万 | 0.00% | 75 | 56 | 294.7% | $1.18万 | 加仓 |
| — | TOPBUILD COR | $1.58万 | 0.00% | 45 | -12 | -21.1% | -$4,216 | 减仓 |
| GDX | VANECK ETF TRUST | $1.58万 | 0.00% | 172 | 172 | — | $1.58万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1.58万 | 0.00% | 115 | 12 | 11.7% | $1,646 | 加仓 |
| AFL | AFLAC INC | $1.58万 | 0.00% | 144 | -80 | -35.7% | -$8,758 | 减仓 |
| OGE | OGE ENERGY CORP | $1.57万 | 0.00% | 327 | 229 | 233.7% | $1.10万 | 加仓 |
| FOR | FORESTAR GROUP INC | $1.57万 | 0.00% | 641 | -2 | -0.3% | -$49 | 减仓 |
| NUE | NUCOR CORP | $1.56万 | 0.00% | 92 | 7 | 8.2% | $1,184 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $1.55万 | 0.00% | 228 | -1 | -0.4% | -$68 | 减仓 |
| MGA | MAGNA INTL INC | $1.55万 | 0.00% | 278 | 157 | 129.8% | $8,763 | 加仓 |
| CVLT | COMMVAULT SYS INC | $1.55万 | 0.00% | 199 | -87 | -30.4% | -$6,777 | 重新持有 |
| LOGI | LOGITECH INTL S A | $1.54万 | 0.00% | 169 | 89 | 111.2% | $8,110 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $1.54万 | 0.00% | 708 | -75 | -9.6% | -$1,631 | 减仓 |
| MPC | MARATHON PETE CORP | $1.54万 | 0.00% | 63 | 1 | 1.6% | $244 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1.54万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.53万 | 0.00% | 1,327 | 684 | 106.4% | $7,894 | 加仓 |
| PINS | PINTEREST INC | $1.53万 | 0.00% | 832 | -2,177 | -72.3% | -$3.99万 | 减仓 |
| SONO | SONOS INC | $1.51万 | 0.00% | 1,130 | 18 | 1.6% | $241 | 加仓 |
| FNV | FRANCO NEV CORP | $1.51万 | 0.00% | 61 | 35 | 134.6% | $8,647 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.51万 | 0.00% | 44 | 38 | 633.3% | $1.30万 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $1.50万 | 0.00% | 546 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $1.50万 | 0.00% | 142 | 40 | 39.2% | $4,229 | 加仓 |
| SCHL | SCHOLASTIC CORP | $1.50万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $1.50万 | 0.00% | 125 | -746 | -85.6% | -$8.92万 | 减仓 |
| EMN | EASTMAN CHEM CO | $1.49万 | 0.00% | 195 | 12 | 6.6% | $916 | 加仓 |
| SAIA | SAIA INC | $1.48万 | 0.00% | 42 | 3 | 7.7% | $1,054 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.47万 | 0.00% | 45 | 17 | 60.7% | $5,561 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1.47万 | 0.00% | 100 | 100 | — | $1.47万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $1.46万 | 0.00% | 532 | 329 | 162.1% | $9,015 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $1.46万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC | $1.46万 | 0.00% | 249 | 59 | 31.1% | $3,451 | 加仓 |
| BRKR | BRUKER CORP | $1.46万 | 0.00% | 403 | 403 | — | $1.46万 | 新建仓 |
| RACE | FERRARI N V | $1.46万 | 0.00% | 43 | -19 | -30.6% | -$6,431 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.46万 | 0.00% | 530 | 187 | 54.5% | $5,135 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $1.45万 | 0.00% | 1,151 | 1 | 0.1% | $13 | 加仓 |
| ROL | ROLLINS INC | $1.45万 | 0.00% | 272 | 10 | 3.8% | $534 | 加仓 |
| HDB | HDFC BANK LTD | $1.45万 | 0.00% | 582 | 72 | 14.1% | $1,791 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1.44万 | 0.00% | 143 | 30 | 26.5% | $3,023 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1.43万 | 0.00% | 547 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.42万 | 0.00% | 262 | -68 | -20.6% | -$3,682 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $1.41万 | 0.00% | 3,055 | -1,704 | -35.8% | -$7,890 | 减仓 |
| DAVE | DAVE INC | $1.41万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $1.41万 | 0.00% | 833 | 301 | 56.6% | $5,092 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $1.40万 | 0.00% | 594 | 73 | 14.0% | $1,724 | 加仓 |
| HAFC | HANMI FINL CORP | $1.40万 | 0.00% | 532 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $1.40万 | 0.00% | 511 | 118 | 30.0% | $3,228 | 加仓 |
| CRML | CRITICAL METALS CORP | $1.40万 | 0.00% | 1,759 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $1.39万 | 0.00% | 124 | 68 | 121.4% | $7,641 | 加仓 |
| KD | KYNDRYL HLDGS INC | $1.39万 | 0.00% | 1,061 | -323 | -23.3% | -$4,238 | 减仓 |
| FAST | FASTENAL CO | $1.39万 | 0.00% | 300 | 141 | 88.7% | $6,542 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1.39万 | 0.00% | 12 | 5 | 71.4% | $5,795 | 加仓 |
| SSD | SIMPSON MFG INC | $1.39万 | 0.00% | 81 | -20 | -19.8% | -$3,433 | 减仓 |
| L | LOEWS CORP | $1.39万 | 0.00% | 130 | 10 | 8.3% | $1,067 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1.39万 | 0.00% | 308 | 158 | 105.3% | $7,115 | 加仓 |
| VICR | VICOR CORP | $1.38万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $1.38万 | 0.00% | 1,464 | -15 | -1.0% | -$141 | 减仓 |
| — | LEGGETT & PLATT INC | $1.38万 | 0.00% | 1,394 | 68 | 5.1% | $672 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $1.37万 | 0.00% | 537 | 512 | 2,048.0% | $1.31万 | 加仓 |
| XYZ | BLOCK INC | $1.37万 | 0.00% | 227 | 163 | 254.7% | $9,809 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $1.36万 | 0.00% | 934 | -75 | -7.4% | -$1,090 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.35万 | 0.00% | 177 | 139 | 365.8% | $1.06万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $1.35万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $1.35万 | 0.00% | 477 | -432 | -47.5% | -$1.22万 | 减仓 |
| ING | ING GROEP N.V. | $1.34万 | 0.00% | 514 | 93 | 22.1% | $2,423 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1.33万 | 0.00% | 63 | 41 | 186.4% | $8,664 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $1.33万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.33万 | 0.00% | 161 | 161 | — | $1.33万 | 新建仓 |
| ADNT | ADIENT PLC | $1.32万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $1.32万 | 0.00% | 1,135 | -293 | -20.5% | -$3,399 | 减仓 |
| CELC | CELCUITY INC | $1.31万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $1.31万 | 0.00% | 69 | 5 | 7.8% | $948 | 加仓 |
| AROC | ARCHROCK INC | $1.30万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $1.30万 | 0.00% | 141 | -43 | -23.4% | -$3,979 | 减仓 |
| SNY | SANOFI SA | $1.30万 | 0.00% | 270 | 31 | 13.0% | $1,494 | 加仓 |
| FELE | FRANKLIN ELEC INC | $1.30万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $1.30万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| ECPG | ENCORE CAP GROUP INC | $1.30万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $1.29万 | 0.00% | 131 | 131 | — | $1.29万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $1.29万 | 0.00% | 140 | -46 | -24.7% | -$4,244 | 减仓 |
| DX | DYNEX CAP INC | $1.29万 | 0.00% | 1,012 | -55 | -5.2% | -$702 | 减仓 |
| — | AMICUS THERAPEUTIC | $1.29万 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $1.29万 | 0.00% | 601 | 423 | 237.6% | $9,057 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $1.29万 | 0.00% | 148 | 147 | 14,700.0% | $1.28万 | 重新持有 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1.28万 | 0.00% | 289 | 282 | 4,028.6% | $1.25万 | 加仓 |
| EUFN | ISHARES TR | $1.28万 | 0.00% | 368 | 368 | — | $1.28万 | 新建仓 |
| SHOP | SHOPIFY INC | $1.28万 | 0.00% | 108 | 28 | 35.0% | $3,321 | 加仓 |
| NWL | NEWELL BRANDS INC | $1.28万 | 0.00% | 3,732 | 1,319 | 54.7% | $4,524 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1.28万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $1.28万 | 0.00% | 92 | 6 | 7.0% | $834 | 加仓 |
| VC | VISTEON CORP | $1.28万 | 0.00% | 140 | -23 | -14.1% | -$2,096 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.27万 | 0.00% | 101 | 11 | 12.2% | $1,380 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $1.27万 | 0.00% | 530 | 285 | 116.3% | $6,806 | 加仓 |
| VSAT | VIASAT INC | $1.26万 | 0.00% | 276 | 130 | 89.0% | $5,954 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $1.26万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |