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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $6,647.70万 | 15.81% | 1,498,581 | 97,820 | 7.0% | $433.93万 | 加仓 |
| BOXX | EA SERIES TRUST | $5,692.10万 | 13.54% | 486,131 | -10,900 | -2.2% | -$127.63万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,233.12万 | 10.07% | 1,136,103 | 73,774 | 6.9% | $274.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,275.00万 | 7.79% | 784,807 | 63,767 | 8.8% | $266.10万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2,962.13万 | 7.05% | 694,242 | -7,047 | -1.0% | -$30.07万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1,902.98万 | 4.53% | 1,490,531 | 588,177 | 65.2% | $750.93万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,701.09万 | 4.05% | 498,488 | 39,372 | 8.6% | $134.36万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,327.17万 | 3.16% | 106,378 | 10,342 | 10.8% | $129.03万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $1,080.43万 | 2.57% | 220,181 | -9,733 | -4.2% | -$47.76万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $658.94万 | 1.57% | 168,484 | -308 | -0.2% | -$1.20万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $532.79万 | 1.27% | 59,730 | -700 | -1.2% | -$6.24万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $521.17万 | 1.24% | 40,691 | -2,563 | -5.9% | -$32.83万 | 减仓 |
| PMBS | PIMCO ETF TR | $486.24万 | 1.16% | 98,469 | 74,334 | 308.0% | $367.06万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $290.48万 | 0.69% | 35,450 | -294 | -0.8% | -$2.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $280.40万 | 0.67% | 40,114 | -1,473 | -3.5% | -$10.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $268.96万 | 0.64% | 7,268 | -131 | -1.8% | -$4.85万 | 减仓 |
| AAPL | APPLE INC | $265.55万 | 0.63% | 9,177 | -62 | -0.7% | -$1.79万 | 减仓 |
| PYLD | PIMCO ETF TR | $229.98万 | 0.55% | 86,721 | 12,814 | 17.3% | $33.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $227.43万 | 0.54% | 58,632 | -3,030 | -4.9% | -$11.75万 | 减仓 |
| AVUQ | AMERICAN CENTY ETF TR | $177.68万 | 0.42% | 26,921 | -920 | -3.3% | -$6.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $158.15万 | 0.38% | 7,904 | 260 | 3.4% | $5.20万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $140.17万 | 0.33% | 27,805 | -9,792 | -26.0% | -$49.36万 | 减仓 |
| GOOGL | ALPHABET INC | $130.98万 | 0.31% | 3,665 | -307 | -7.7% | -$10.97万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $110.47万 | 0.26% | 957 | 61 | 6.8% | $7.04万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $105.62万 | 0.25% | 16,100 | -150 | -0.9% | -$9,840 | 减仓 |
| CAT | CATERPILLAR INC | $104.41万 | 0.25% | 980 | -37 | -3.6% | -$3.94万 | 减仓 |
| MSFT | MICROSOFT CORP | $89.71万 | 0.21% | 2,405 | 480 | 24.9% | $17.90万 | 加仓 |
| AMZN | AMAZON COM INC | $89.00万 | 0.21% | 3,734 | 541 | 16.9% | $12.89万 | 加仓 |
| IVV | ISHARES TR | $83.73万 | 0.20% | 1,118 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $78.88万 | 0.19% | 398 | -49 | -11.0% | -$9.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $65.60万 | 0.16% | 2,004 | -198 | -9.0% | -$6.48万 | 减仓 |
| MCD | MCDONALDS CORP | $61.31万 | 0.15% | 2,268 | -31 | -1.3% | -$8,380 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $60.30万 | 0.14% | 3,098 | -19 | -0.6% | -$3,698 | 减仓 |
| GE | GE AEROSPACE | $58.97万 | 0.14% | 1,578 | -42 | -2.6% | -$1.57万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $58.68万 | 0.14% | 14,438 | -357 | -2.4% | -$1.45万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $55.89万 | 0.13% | 875 | 44 | 5.3% | $2.81万 | 加仓 |
| LONZ | PIMCO ETF TR | $54.61万 | 0.13% | 11,074 | 11,074 | — | $54.61万 | 新建仓 |
| INTC | INTEL CORP | $54.05万 | 0.13% | 3,871 | -1,761 | -31.3% | -$24.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $50.39万 | 0.12% | 1,984 | -320 | -13.9% | -$8.13万 | 减仓 |
| AVGO | BROADCOM INC | $49.98万 | 0.12% | 1,323 | -27 | -2.0% | -$1.02万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $49.41万 | 0.12% | 1,707 | 169 | 11.0% | $4.89万 | 加仓 |
| LLY | ELI LILLY & CO | $47.61万 | 0.11% | 397 | -36 | -8.3% | -$4.32万 | 减仓 |
| APH | AMPHENOL CORP | $47.54万 | 0.11% | 2,696 | -656 | -19.6% | -$11.57万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $47.45万 | 0.11% | 10,175 | -169 | -1.6% | -$7,880 | 减仓 |
| CNC | CENTENE CORP DEL | $45.63万 | 0.11% | 7,108 | -1,242 | -14.9% | -$7.97万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.86万 | 0.11% | 7,785 | 165 | 2.2% | $9,507 | 加仓 |
| C | CITIGROUP INC | $42.63万 | 0.10% | 3,046 | 131 | 4.5% | $1.83万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $41.37万 | 0.10% | 4,714 | -131 | -2.7% | -$1.15万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.95万 | 0.10% | 414 | 38 | 10.1% | $3.67万 | 加仓 |
| GOOG | ALPHABET INC | $39.50万 | 0.09% | 1,118 | 32 | 2.9% | $1.13万 | 加仓 |
| MRK | MERCK & CO INC | $39.37万 | 0.09% | 3,064 | 75 | 2.5% | $9,638 | 加仓 |
| EIX | EDISON INTL | $39.06万 | 0.09% | 5,246 | -69 | -1.3% | -$5,137 | 减仓 |
| ABNB | AIRBNB INC | $38.89万 | 0.09% | 2,718 | -37 | -1.3% | -$5,295 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $38.73万 | 0.09% | 396 | 19 | 5.0% | $1.86万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $38.67万 | 0.09% | 759 | 43 | 6.0% | $2.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.23万 | 0.09% | 744 | 124 | 20.0% | $6.20万 | 加仓 |
| PCG | PG&E CORP | $37.02万 | 0.09% | 22,007 | -1,815 | -7.6% | -$3.05万 | 减仓 |
| GM | GENERAL MTRS CO | $36.64万 | 0.09% | 4,753 | 535 | 12.7% | $4.12万 | 加仓 |
| GEV | GE VERNOVA INC | $36.19万 | 0.09% | 308 | -8 | -2.5% | -$9,399 | 减仓 |
| WMT | WALMART INC | $35.52万 | 0.08% | 3,136 | -750 | -19.3% | -$8.49万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $34.73万 | 0.08% | 4,584 | -266 | -5.5% | -$2.02万 | 减仓 |
| FTI | TECHNIPFMC PLC | $33.78万 | 0.08% | 5,095 | 241 | 5.0% | $1.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.71万 | 0.08% | 4,591 | 314 | 7.3% | $2.24万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.47万 | 0.07% | 2,154 | 303 | 16.4% | $4.43万 | 加仓 |
| CB | CHUBB LIMITED | $31.35万 | 0.07% | 920 | 140 | 17.9% | $4.77万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $31.26万 | 0.07% | 2,299 | 541 | 30.8% | $7.36万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $30.87万 | 0.07% | 1,148 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $30.61万 | 0.07% | 2,091 | -193 | -8.5% | -$2.83万 | 减仓 |
| TSLA | TESLA INC | $29.95万 | 0.07% | 712 | 131 | 22.5% | $5.51万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.58万 | 0.07% | 712 | 152 | 27.1% | $6.31万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.45万 | 0.07% | 1,196 | 215 | 21.9% | $5.29万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $28.90万 | 0.07% | 667 | -44 | -6.2% | -$1.91万 | 减仓 |
| ILMN | ILLUMINA INC | $28.78万 | 0.07% | 1,637 | -485 | -22.9% | -$8.53万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $28.44万 | 0.07% | 3,496 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $28.19万 | 0.07% | 124 | -98 | -44.1% | -$22.28万 | 减仓 |
| PSX | PHILLIPS 66 | $27.67万 | 0.07% | 1,637 | 363 | 28.5% | $6.14万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $27.67万 | 0.07% | 6,135 | -563 | -8.4% | -$2.54万 | 减仓 |
| TER | TERADYNE INC | $27.43万 | 0.07% | 567 | 100 | 21.4% | $4.84万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $26.87万 | 0.06% | 2,795 | 50 | 1.8% | $4,806 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $26.15万 | 0.06% | 1,022 | 60 | 6.2% | $1.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $25.98万 | 0.06% | 1,772 | -58 | -3.2% | -$8,504 | 减仓 |
| FTNT | FORTINET INC | $25.87万 | 0.06% | 1,684 | -433 | -20.5% | -$6.65万 | 减仓 |
| VRSN | VERISIGN INC | $25.58万 | 0.06% | 1,017 | 255 | 33.5% | $6.41万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $25.26万 | 0.06% | 4,016 | 775 | 23.9% | $4.87万 | 加仓 |
| RL | RALPH LAUREN CORP | $25.25万 | 0.06% | 629 | -20 | -3.1% | -$8,028 | 减仓 |
| RSST | TIDAL TRUST II | $25.00万 | 0.06% | 7,647 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $24.85万 | 0.06% | 1,835 | -304 | -14.2% | -$4.12万 | 减仓 |
| EMR | EMERSON ELEC CO | $24.71万 | 0.06% | 1,726 | 87 | 5.3% | $1.25万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $24.21万 | 0.06% | 1,207 | 373 | 44.7% | $7.48万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $23.78万 | 0.06% | 4,600 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $23.69万 | 0.06% | 2,676 | 302 | 12.7% | $2.67万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $23.07万 | 0.05% | 1,358 | 34 | 2.6% | $5,776 | 加仓 |
| CMI | CUMMINS INC | $23.04万 | 0.05% | 323 | 54 | 20.1% | $3.85万 | 加仓 |
| META | META PLATFORMS INC | $22.93万 | 0.05% | 407 | 4 | 1.0% | $2,253 | 加仓 |
| TJX | TJX COS INC NEW | $22.88万 | 0.05% | 1,510 | 28 | 1.9% | $4,242 | 加仓 |
| ES | EVERSOURCE ENERGY | $22.63万 | 0.05% | 3,131 | 1,771 | 130.2% | $12.80万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $22.60万 | 0.05% | 988 | 336 | 51.5% | $7.68万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $22.45万 | 0.05% | 1,347 | 1,193 | 774.7% | $19.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.02万 | 0.05% | 461 | 6 | 1.3% | $2,865 | 加仓 |
| SNOW | SNOWFLAKE INC | $22.01万 | 0.05% | 865 | -85 | -8.9% | -$2.16万 | 减仓 |