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True Wealth Design, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
True Wealth Design, LLC
报告期 2026-03-31 · CIK 0001966033
持仓数
2,699
前50大市值合计
$302.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 15
增持 41
减持 85
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
BOXX
EA SERIES TRUST
+$23.7M
245,712
+1615%
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.9M
1,337,922
+8%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.7M
136,622
+46%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DFCF
DIMENSIONAL ETF TRUST
-$3.1M
265
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.9M
759,222
+18%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.3M
613,349
+10%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.2M
525,205
+10%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$1.9M
0
-100%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.3M
319,153
+15%
增持
TFLR
T ROWE PRICE ETF INC
+$1.2M
23,974
+37954%
减持
PPG
PPG INDS INC
-$1.1M
106
-99%
减持
BIL
SPDR SER TR
-$1.1M
9,730
-54%
建仓
UFPI
UFP INDUSTRIES INC
+$967.7K
9,971
增持
DIHP
DIMENSIONAL ETF TRUST
+$967.5K
335,155
+12%
清仓
ORANY
ORANGE
-$894.8K
0
-100%
减持
KOF
COCA-COLA FEMSA SAB DE CV
-$891.6K
2
-100%
减持
AVGO
BROADCOM INC
-$865.4K
6
-100%
建仓
—
PDC ENERGY INC
+$832.3K
11,699
增持
TFII
TFI INTL INC
+$830.8K
7,292
+364500%
减持
CHE
CHEMED CORP NEW
-$823.4K
1
-100%
减持
VLO
VALERO ENERGY CORP
-$813.3K
73
-99%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$795.5K
24,389
+221618%
增持
GSK
GSK PLC
+$761.7K
21,409
+57762%
建仓
TLK
P T TELEKOMUNIKASI INDONESIA
+$745.1K
27,936
增持
SKM
SK TELECOM LTD
+$743.7K
38,125
+544543%
清仓
CC
CHEMOURS CO
-$724.4K
0
-100%
减持
MGA
MAGNA INTL INC
-$694.7K
8
-100%
减持
MSFT
MICROSOFT CORP
-$632.2K
991
-71%
建仓
SPSM
SPDR SER TR
+$544.0K
14,006
清仓
—
SPDR SER TR
-$529.7K
0
-100%
减持
TSLA
TESLA INC
-$517.3K
25
-99%
减持
SPTI
SPDR SER TR
-$338.1K
93,380
-9%
减持
CVX
CHEVRON CORP NEW
-$247.3K
67
-96%
建仓
IUSB
ISHARES TR
+$245.6K
5,401
增持
—
SIRIUS XM HOLDINGS INC
+$237.8K
204,448
+18%
增持
AMN
AMN HEALTHCARE SVCS INC
+$234.2K
8,125
+3%
减持
—
EXXON MOBIL CORP
-$204.8K
766
-71%
减持
EXP
EAGLE MATLS INC
+$197.9K
5,540
-3%
减持
AVUS
AMERICAN CENTY ETF TR
+$197.2K
69,846
-2%
减持
PHM
PULTE GROUP INC
+$193.9K
13,248
-8%
增持
DFEM
DIMENSIONAL ETF TRUST
+$193.9K
178,796
+3%
增持
WB
WEIBO CORP
-$163.7K
46,640
+21%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$155.1K
0
-100%
增持
CRBG
COREBRIDGE FINL INC
+$151.3K
45,023
+12%
减持
DFAT
DIMENSIONAL ETF TRUST
+$134.0K
93,886
-1%
减持
VTI
VANGUARD INDEX FDS
-$133.4K
14,166
-11%
增持
—
DISCOVER FINL SVCS
+$132.0K
7,258
+0%
增持
IVV
ISHARES TR
+$129.4K
1,836
+10%
减持
SNA
SNAP ON INC
+$126.0K
3,183
-1%
清仓
VDE
VANGUARD WORLD FDS
-$116.2K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$110.8K
111,548
+1%
减持
MAS
MASCO CORP
+$106.7K
15,339
-1%
减持
VGT
VANGUARD WORLD FDS
-$100.3K
74
-79%
增持
—
JAZZ PHARMACEUTICALS PLC
-$99.0K
5,283
+3%
减持
ROK
ROCKWELL AUTOMATION INC
-$90.6K
2
-99%
减持
AMGN
AMGEN INC
-$86.1K
3,304
-3%
减持
UMC
UNITED MICROELECTRONICS CORP
-$85.2K
96,543
-0%
减持
AVDE
AMERICAN CENTY ETF TR
-$84.7K
105,265
-2%
减持
VV
VANGUARD INDEX FDS
-$84.5K
13,041
-11%
建仓
MBB
ISHARES TR
+$84.3K
904
减持
MRK
MERCK & CO INC
-$83.5K
484
-63%
减持
LEN
LENNAR CORP
+$80.6K
7,585
-8%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$80.3K
7,163
-3%
减持
MSM
MSC INDL DIRECT INC
+$78.1K
8,822
-3%
增持
—
GENPACT LIMITED
-$77.7K
18,438
+11%
减持
PEP
PEPSICO INC
-$75.0K
25
-94%
减持
DLS
WISDOMTREE TR
-$75.0K
10,993
-8%
减持
UNP
UNION PAC CORP
-$74.4K
10
-97%
增持
QUAL
ISHARES TR
+$71.0K
615
+541%
减持
EXPD
EXPEDITORS INTL WASH INC
+$70.8K
7,244
-1%
增持
GOVT
ISHARES TR
+$70.4K
3,511
+718%
增持
DINO
HF SINCLAIR CORP
+$68.4K
17,934
+19%
减持
DLN
WISDOMTREE TR
+$68.2K
48,408
-1%
减持
GILD
GILEAD SCIENCES INC
-$65.9K
9,323
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$64.8K
8
-99%
减持
DIS
DISNEY WALT CO
-$64.8K
1,891
-19%
增持
BBY
BEST BUY INC
+$64.0K
9,415
+4%
减持
—
CRH PLC
+$63.7K
17,267
-2%
增持
UPS
UNITED PARCEL SERVICE INC
-$63.0K
4,285
+0%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$63.0K
20,621
+6%
建仓
EFG
ISHARES TR
+$61.2K
641
建仓
DFGR
DIMENSIONAL ETF TRUST
+$60.8K
2,494
减持
VIPS
VIPSHOP HOLDINGS LIMITED
+$58.9K
52,383
-1%
减持
PFE
PFIZER INC
-$56.8K
172
-89%
减持
EBND
SPDR SER TR
-$55.9K
153,532
-1%
减持
KR
KROGER CO
-$55.9K
17,037
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$55.3K
147
-71%
增持
AYI
ACUITY BRANDS INC
-$54.1K
4,364
+4%
减持
AAPL
APPLE INC
-$53.3K
7,943
-18%
减持
LSTR
LANDSTAR SYS INC
+$52.8K
4,489
-1%
减持
CVS
CVS HEALTH CORP
-$52.5K
2,802
-15%
减持
JNJ
JOHNSON & JOHNSON
+$52.4K
5,855
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
+$51.7K
17,873
-2%
增持
COLM
COLUMBIA SPORTSWEAR CO
-$51.2K
9,321
+9%
减持
GIB
CGI INC
+$50.7K
8,605
-3%
减持
AVEM
AMERICAN CENTY ETF TR
-$47.0K
25,017
-5%
增持
SRLN
SSGA ACTIVE ETF TR
+$45.0K
21,454
+4%
增持
AVRE
AMERICAN CENTY ETF TR
+$44.9K
1,446
+319%
增持
—
CAPRI HOLDINGS LIMITED
-$44.8K
19,082
+23%
清仓
RKT
ROCKET COS INC
-$44.7K
0
-100%
减持
CSX
CSX CORP
-$44.4K
31
-98%
增持
AMG
AFFILIATED MANAGERS GROUP IN
+$44.0K
4,957
+1%
减持
MPC
MARATHON PETE CORP
-$42.8K
11
-97%
减持
PKG
PACKAGING CORP AMER
-$42.7K
5,657
-1%
减持
EXAS
EXACT SCIENCES CORP
-$40.6K
3
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$40.5K
15,106
+12%
减持
HD
HOME DEPOT INC
+$39.1K
2,898
-1%
减持
NVDA
NVIDIA CORPORATION
-$38.5K
184
-56%
减持
EMR
EMERSON ELEC CO
-$38.4K
855
-36%
增持
VTV
VANGUARD INDEX FDS
+$37.7K
638
+67%
减持
YUM
YUM BRANDS INC
-$37.6K
104
-74%
建仓
EFV
ISHARES TR
+$37.5K
766
建仓
IEMG
ISHARES INC
+$36.9K
749
减持
—
LABORATORY CORP AMER HLDGS
+$36.5K
3,223
-0%
减持
—
LYONDELLBASELL INDUSTRIES N
-$35.5K
8,402
-2%
减持
—
TOTALENERGIES SE
-$35.4K
12,948
-2%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
+$34.2K
7,391
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$33.0K
85
-91%
减持
LUV
SOUTHWEST AIRLS CO
-$32.8K
109
-90%
建仓
VPV
INVESCO PA VALUE MUN INC TR
+$32.1K
3,258
建仓
XLK
SELECT SECTOR SPDR TR
+$31.8K
183
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$30.6K
152
减持
QUS
SPDR SER TR
-$30.6K
4,888
-10%
减持
—
CHECK POINT SOFTWARE TECH LT
-$30.1K
6,038
-0%
减持
ABT
ABBOTT LABS
-$28.2K
21
-93%
减持
EES
WISDOMTREE TR
+$27.3K
20,613
-1%
减持
DTD
WISDOMTREE TR
+$26.2K
34,312
-1%
增持
CCI
CROWN CASTLE INC
-$24.8K
1,282
+0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$24.6K
2,926
+53%
减持
SPY
SPDR S&P 500 ETF TR
-$23.4K
227
-25%
清仓
IJR
ISHARES TR
-$23.2K
0
-100%
增持
BILS
SPDR SER TR
+$22.9K
11,778
+2%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
-$22.8K
111,037
-0%
减持
SHEL
SHELL PLC
+$22.4K
13,657
-2%
清仓
VOO
VANGUARD INDEX FDS
-$21.8K
0
-100%
减持
PATH
UIPATH INC
-$21.0K
2
-100%
减持
CMI
CUMMINS INC
+$20.1K
3,318
-0%
减持
GOOG
ALPHABET INC
-$20.1K
170
-57%
建仓
FDLO
FIDELITY COVINGTON TRUST
+$19.6K
392
减持
SEIC
SEI INVTS CO
+$19.6K
12,908
-1%
减持
—
CARNIVAL CORP
-$19.2K
122
-94%
减持
PM
PHILIP MORRIS INTL INC
-$19.2K
238
-45%
减持
YUMC
YUM CHINA HLDGS INC
-$19.1K
100
-74%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$18.7K
266
-79%
减持
—
INTERPUBLIC GROUP COS INC
+$18.6K
21,307
-1%
减持
—
JOHNSON CTLS INTL PLC
-$18.0K
8
-97%
建仓
TLH
ISHARES TR
+$17.7K
160
增持
SNY
SANOFI
+$17.4K
13,568
+3%
减持
DTE
DTE ENERGY CO
-$16.4K
3
-98%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$15.7K
33
-87%
