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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP | $2.03万 | 0.00% | 54 | -13 | -19.4% | -$4,876 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.02万 | 0.00% | 222 | 88 | 65.7% | $8,026 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.02万 | 0.00% | 44 | -12 | -21.4% | -$5,510 | 减仓 |
| TNET | TRINET GROUP INC | $2.02万 | 0.00% | 408 | 265 | 185.3% | $1.31万 | 加仓 |
| SYK | STRYKER CORPORATION | $2.02万 | 0.00% | 64 | -168 | -72.4% | -$5.29万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $2.01万 | 0.00% | 387 | 318 | 460.9% | $1.65万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $2.00万 | 0.00% | 679 | 22 | 3.3% | $649 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $2.00万 | 0.00% | 584 | -1,962 | -77.1% | -$6.71万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1.99万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.99万 | 0.00% | 97 | -78 | -44.6% | -$1.60万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1.99万 | 0.00% | 274 | 15 | 5.8% | $1,088 | 加仓 |
| MRP | MILLROSE PPTYS INC | $1.98万 | 0.00% | 659 | 639 | 3,195.0% | $1.92万 | 加仓 |
| KMPR | KEMPER CORP | $1.97万 | 0.00% | 730 | 483 | 195.5% | $1.30万 | 加仓 |
| ACT | ENACT HLDGS INC | $1.96万 | 0.00% | 428 | -7 | -1.6% | -$320 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.95万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $1.95万 | 0.00% | 352 | -1 | -0.3% | -$55 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $1.95万 | 0.00% | 592 | 573 | 3,015.8% | $1.89万 | 重新持有 |
| WTFC | WINTRUST FINL CORP | $1.94万 | 0.00% | 121 | 29 | 31.5% | $4,661 | 加仓 |
| ERAS | ERASCA INC | $1.93万 | 0.00% | 1,056 | -60 | -5.4% | -$1,099 | 减仓 |
| FOR | FORESTAR GROUP INC | $1.93万 | 0.00% | 610 | -31 | -4.8% | -$981 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $1.92万 | 0.00% | 502 | -52 | -9.4% | -$1,992 | 减仓 |
| CRWV | COREWEAVE INC | $1.92万 | 0.00% | 193 | 182 | 1,654.5% | $1.81万 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $1.92万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1.92万 | 0.00% | 75 | 12 | 19.0% | $3,068 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $1.92万 | 0.00% | 554 | 205 | 58.7% | $7,093 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.91万 | 0.00% | 48 | -71 | -59.7% | -$2.82万 | 减仓 |
| TTE | TOTALENERGIES SE | $1.91万 | 0.00% | 245 | 69 | 39.2% | $5,366 | 加仓 |
| LPX | LOUISIANA PAC CORP | $1.90万 | 0.00% | 242 | 216 | 830.8% | $1.70万 | 加仓 |
| CRC | CALIFORNIA RES CORP | $1.90万 | 0.00% | 360 | -14 | -3.7% | -$740 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.90万 | 0.00% | 221 | 90 | 68.7% | $7,748 | 加仓 |
| LPG | DORIAN LPG LTD | $1.90万 | 0.00% | 546 | 13 | 2.4% | $452 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.89万 | 0.00% | 79 | -24 | -23.3% | -$5,736 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $1.87万 | 0.00% | 182 | -107 | -37.0% | -$1.10万 | 减仓 |
| LOGI | LOGITECH INTL S A | $1.87万 | 0.00% | 199 | 30 | 17.8% | $2,821 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $1.86万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $1.84万 | 0.00% | 1,395 | 43 | 3.2% | $569 | 加仓 |
| ZS | ZSCALER INC | $1.83万 | 0.00% | 130 | -117 | -47.4% | -$1.65万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1.83万 | 0.00% | 3,202 | 3,148 | 5,829.6% | $1.80万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $1.83万 | 0.00% | 267 | -21 | -7.3% | -$1,440 | 减仓 |
| CRNC | CERENCE INC | $1.83万 | 0.00% | 1,613 | 126 | 8.5% | $1,426 | 加仓 |
| MGA | MAGNA INTL INC | $1.83万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $1.81万 | 0.00% | 266 | 214 | 411.5% | $1.46万 | 加仓 |
| ASAN | ASANA INC | $1.81万 | 0.00% | 2,585 | 2,520 | 3,876.9% | $1.76万 | 加仓 |
| ACM | AECOM | $1.81万 | 0.00% | 259 | 43 | 19.9% | $3,002 | 加仓 |
| CRML | CRITICAL METALS CORP | $1.80万 | 0.00% | 1,759 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $1.80万 | 0.00% | 422 | 152 | 56.3% | $6,484 | 加仓 |
| HR | HEALTHCARE RLTY TR | $1.79万 | 0.00% | 888 | 433 | 95.2% | $8,734 | 加仓 |
| HUM | HUMANA INC | $1.79万 | 0.00% | 45 | 11 | 32.4% | $4,369 | 加仓 |
| QLYS | QUALYS INC | $1.79万 | 0.00% | 130 | 92 | 242.1% | $1.26万 | 加仓 |
| SEB | SEABOARD CORP DEL | $1.79万 | 0.00% | 4 | 4 | — | $1.79万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $1.78万 | 0.00% | 156 | 107 | 218.4% | $1.22万 | 加仓 |
| SRE | SEMPRA | $1.78万 | 0.00% | 192 | 18 | 10.3% | $1,669 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $1.78万 | 0.00% | 243 | 87 | 55.8% | $6,368 | 加仓 |
| MUSA | MURPHY USA INC | $1.78万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $1.74万 | 0.00% | 3,771 | 716 | 23.4% | $3,308 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1.73万 | 0.00% | 205 | -106 | -34.1% | -$8,966 | 减仓 |
| AFL | AFLAC INC | $1.73万 | 0.00% | 148 | 4 | 2.8% | $468 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $1.73万 | 0.00% | 1,467 | 1,281 | 688.7% | $1.51万 | 重新持有 |
| EMN | EASTMAN CHEM CO | $1.73万 | 0.00% | 258 | 63 | 32.3% | $4,220 | 加仓 |
| D | DOMINION ENERGY INC | $1.73万 | 0.00% | 253 | 51 | 25.2% | $3,483 | 加仓 |
| HAFC | HANMI FINL CORP | $1.72万 | 0.00% | 532 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.72万 | 0.00% | 157 | 89 | 130.9% | $9,770 | 加仓 |
| SCHL | SCHOLASTIC CORP | $1.72万 | 0.00% | 374 | -10 | -2.6% | -$460 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $1.72万 | 0.00% | 27 | 26 | 2,600.0% | $1.66万 | 加仓 |
| COMP | COMPASS INC | $1.71万 | 0.00% | 1,389 | 395 | 39.7% | $4,871 | 加仓 |
| DHI | D R HORTON INC | $1.71万 | 0.00% | 105 | -92 | -46.7% | -$1.50万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.70万 | 0.00% | 236 | -197 | -45.5% | -$1.42万 | 减仓 |
| HTH | HILLTOP HLDGS INC | $1.69万 | 0.00% | 437 | -12 | -2.7% | -$465 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $1.69万 | 0.00% | 191 | 43 | 29.1% | $3,813 | 加仓 |
| WLK | WESTLAKE CORPORATION | $1.69万 | 0.00% | 232 | 205 | 759.3% | $1.50万 | 加仓 |
| WDAY | WORKDAY INC | $1.69万 | 0.00% | 138 | 14 | 11.3% | $1,714 | 加仓 |
| ING | ING GROEP N.V. | $1.69万 | 0.00% | 537 | 23 | 4.5% | $722 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1.68万 | 0.00% | 1,594 | 1,594 | — | $1.68万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.68万 | 0.00% | 53 | -20 | -27.4% | -$6,351 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $1.68万 | 0.00% | 366 | 184 | 101.1% | $8,433 | 加仓 |
| SEIC | SEI INVTS CO | $1.68万 | 0.00% | 191 | -93 | -32.7% | -$8,157 | 减仓 |
| EQNR | EQUINOR ASA | $1.67万 | 0.00% | 532 | 71 | 15.4% | $2,229 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.67万 | 0.00% | 422 | 13 | 3.2% | $514 | 加仓 |
| FTS | FORTIS INC | $1.67万 | 0.00% | 291 | -9 | -3.0% | -$515 | 减仓 |
| PKX | POSCO HOLDINGS INC | $1.66万 | 0.00% | 324 | 75 | 30.1% | $3,854 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $1.66万 | 0.00% | 131 | 6 | 4.8% | $761 | 加仓 |
| NWL | NEWELL BRANDS INC | $1.66万 | 0.00% | 2,698 | -1,034 | -27.7% | -$6,349 | 减仓 |
| ALB | ALBEMARLE CORP | $1.65万 | 0.00% | 122 | -10 | -7.6% | -$1,350 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.65万 | 0.00% | 372 | 79 | 27.0% | $3,497 | 加仓 |
| GEF | GREIF INC | $1.65万 | 0.00% | 221 | -35 | -13.7% | -$2,607 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $1.64万 | 0.00% | 231 | 1 | 0.4% | $71 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $1.64万 | 0.00% | 110 | -136 | -55.3% | -$2.02万 | 减仓 |
| CPA | COPA HOLDINGS SA | $1.63万 | 0.00% | 105 | 34 | 47.9% | $5,289 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1.63万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1.63万 | 0.00% | 1,206 | 53 | 4.6% | $717 | 加仓 |
| SONO | SONOS INC | $1.62万 | 0.00% | 1,201 | 71 | 6.3% | $961 | 加仓 |
| RELX | RELX PLC | $1.62万 | 0.00% | 513 | 338 | 193.1% | $1.07万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.62万 | 0.00% | 132 | -148 | -52.9% | -$1.82万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1.62万 | 0.00% | 288 | 166 | 136.1% | $9,358 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1.62万 | 0.00% | 142 | -788 | -84.7% | -$9.00万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $1.62万 | 0.00% | 625 | -271 | -30.2% | -$7,008 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $1.61万 | 0.00% | 173 | -12 | -6.5% | -$1,120 | 减仓 |
| ESNT | ESSENT GROUP LTD | $1.61万 | 0.00% | 250 | -72 | -22.4% | -$4,628 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1.60万 | 0.00% | 507 | 465 | 1,107.1% | $1.47万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1.60万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |