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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 18
增持 42
减持 65
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
VTIP
VANGUARD MALVERN FDS
+$10.9M
229,856
增持
BOXX
EA SERIES TRUST
+$6.5M
305,322
+24%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$4.2M
76,395
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
VGIT
VANGUARD SCOTTSDALE FDS
-$4.0M
469,087
-11%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.6M
944,037
+24%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.4M
1,516,917
+13%
清仓
EBND
SPDR SER TR
-$3.2M
0
-100%
增持
DFEV
DIMENSIONAL ETF TRUST
+$2.9M
449,347
+41%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.4M
166,916
+22%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.3M
722,440
+18%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.2M
405,619
+21%
清仓
—
CRH PLC
-$962.3K
0
-100%
减持
—
SIRIUS XM HOLDINGS INC
-$926.1K
21
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$887.5K
17
-100%
增持
FFIV
F5 INC
+$865.2K
5,371
+268450%
清仓
LSTR
LANDSTAR SYS INC
-$864.3K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$859.4K
5,159
+7600%
清仓
—
DISCOVER FINL SVCS
-$848.1K
0
-100%
增持
HPQ
HP INC
+$842.8K
32,812
+204975%
建仓
—
CRH PLC
+$840.1K
15,349
清仓
—
PDC ENERGY INC
-$832.3K
0
-100%
清仓
SAIC
SCIENCE APPLICATIONS INTL CO
-$831.3K
0
-100%
增持
CTRA
COTERRA ENERGY INC
+$827.3K
30,594
+305840%
建仓
INGR
INGREDION INC
+$821.3K
8,347
减持
HD
HOME DEPOT INC
-$818.1K
272
-91%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$810.8K
13,729
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$803.5K
11,869
+169457%
建仓
BPOP
POPULAR INC
+$793.0K
12,586
增持
CI
THE CIGNA GROUP
+$783.9K
2,745
+54800%
建仓
USB
US BANCORP DEL
+$779.9K
23,590
减持
—
LABORATORY CORP AMER HLDGS
-$777.2K
3
-100%
建仓
SYF
SYNCHRONY FINANCIAL
+$776.7K
25,407
建仓
BNS
BANK NOVA SCOTIA HALIFAX
+$775.3K
17,006
增持
NTAP
NETAPP INC
+$772.5K
10,186
+203620%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$770.2K
9,821
+490950%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$759.1K
15
-100%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$758.5K
3,359
+335800%
减持
DGX
QUEST DIAGNOSTICS INC
-$749.6K
3
-100%
减持
PKG
PACKAGING CORP AMER
-$747.0K
4
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$742.4K
0
-100%
清仓
RY
ROYAL BK CDA
-$737.1K
0
-100%
清仓
CM
CANADIAN IMPERIAL BK COMM TO
-$728.4K
0
-100%
清仓
COLM
COLUMBIA SPORTSWEAR CO
-$720.0K
0
-100%
清仓
—
CAPRI HOLDINGS LIMITED
-$684.9K
0
-100%
增持
WFG
WEST FRASER TIMBER CO LTD
+$677.2K
9,337
+933600%
清仓
WB
WEIBO CORP
-$611.5K
0
-100%
增持
SPTI
SPDR SER TR
+$573.7K
116,797
+25%
减持
DFUS
DIMENSIONAL ETF TRUST
-$459.6K
57,809
-12%
建仓
SPTL
SPDR SER TR
+$416.1K
15,912
建仓
CROX
CROCS INC
+$413.7K
4,689
增持
DFGR
DIMENSIONAL ETF TRUST
+$406.5K
20,853
+736%
减持
BILS
SPDR SER TR
-$375.0K
8,010
-32%
增持
TFLR
T ROWE PRICE ETF INC
+$323.3K
30,185
+26%
减持
DLN
WISDOMTREE TR
-$282.4K
45,477
-6%
增持
AVDE
AMERICAN CENTY ETF TR
+$267.5K
113,382
+8%
减持
DTD
WISDOMTREE TR
-$259.8K
31,089
-9%
清仓
IUSB
ISHARES TR
-$245.6K
0
-100%
减持
EXP
EAGLE MATLS INC
-$244.1K
4,736
-15%
减持
PHM
PULTE GROUP INC
-$237.4K
10,692
-19%
减持
IVV
ISHARES TR
-$235.2K
1,358
-26%
减持
VTI
VANGUARD INDEX FDS
-$228.7K
13,615
-4%
建仓
AVES
AMERICAN CENTY ETF TR
+$226.9K
5,224
减持
VV
VANGUARD INDEX FDS
-$218.1K
12,395
-5%
减持
DFAT
DIMENSIONAL ETF TRUST
-$194.7K
91,064
-3%
增持
AMN
AMN HEALTHCARE SVCS INC
-$189.8K
8,180
+1%
减持
AAPL
APPLE INC
-$181.1K
7,941
-0%
增持
—
INTERPUBLIC GROUP COS INC
-$179.0K
22,436
+5%
减持
QUS
SPDR SER TR
-$166.5K
3,601
-26%
减持
LEN
LENNAR CORP
-$163.1K
7,016
-8%
增持
AMX
AMERICA MOVIL SAB DE CV
-$160.6K
38,476
+1%
减持
AMGN
AMGEN INC
+$148.5K
3,282
-1%
减持
SNA
SNAP ON INC
-$138.4K
3,054
-4%
减持
—
AMDOCS LTD
-$131.0K
8,456
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$130.7K
25,279
-6%
增持
LKQ
LKQ CORP
-$113.1K
14,095
+1%
增持
—
HOLOGIC INC
-$110.3K
9,895
+1%
减持
GIB
CGI INC
-$105.7K
8,138
-5%
减持
DFAX
DIMENSIONAL ETF TRUST
-$104.5K
10,995
-27%
减持
UFPI
UFP INDUSTRIES INC
-$103.3K
8,441
-15%
增持
DFSV
DIMENSIONAL ETF TRUST
+$102.6K
117,182
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$101.7K
4,275
-0%
减持
MAS
MASCO CORP
-$100.2K
14,593
-5%
增持
BBY
BEST BUY INC
-$98.2K
9,693
+3%
减持
JNJ
JOHNSON & JOHNSON
-$96.0K
5,606
-4%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$91.0K
7,119
-1%
减持
—
TOTALENERGIES SE
+$84.8K
12,639
-2%
清仓
MBB
ISHARES TR
-$84.3K
0
-100%
清仓
GOVT
ISHARES TR
-$80.4K
0
-100%
减持
FOXA
FOX CORP
-$76.9K
23,916
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$75.9K
6,993
-3%
增持
AMG
AFFILIATED MANAGERS GROUP IN
-$73.8K
5,134
+4%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
-$73.8K
105,213
-5%
减持
EES
WISDOMTREE TR
-$73.6K
19,646
-5%
减持
CMI
CUMMINS INC
-$73.5K
3,239
-2%
增持
—
JAZZ PHARMACEUTICALS PLC
+$73.4K
5,627
+7%
减持
FQAL
FIDELITY COVINGTON TRUST
-$70.5K
12,791
-8%
减持
QUAL
ISHARES TR
-$70.3K
96
-84%
减持
SKM
SK TELECOM LTD
+$64.8K
37,678
-1%
增持
AVUS
AMERICAN CENTY ETF TR
-$62.7K
70,831
+1%
清仓
EFG
ISHARES TR
-$61.2K
0
-100%
增持
AYI
ACUITY BRANDS INC
+$61.0K
4,537
+4%
清仓
AVRE
AMERICAN CENTY ETF TR
-$59.2K
0
-100%
减持
—
UNILEVER PLC
-$53.7K
14,936
-2%
减持
KR
KROGER CO
-$53.4K
16,700
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$52.0K
12,820
-6%
减持
DFAS
DIMENSIONAL ETF TRUST
-$50.9K
2,538
-24%
减持
—
LOGITECH INTL S A
+$49.7K
12,337
-8%
减持
VIPS
VIPSHOP HLDGS LTD
-$48.7K
50,944
-3%
建仓
MINO
PIMCO ETF TR
+$48.3K
1,125
增持
TLK
P T TELEKOMUNIKASI INDONESIA
-$47.1K
28,962
+4%
增持
DFEM
DIMENSIONAL ETF TRUST
+$45.0K
186,403
+4%
减持
SPSM
SPDR SER TR
-$43.5K
13,564
-3%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$42.5K
19,510
-3%
减持
CRBG
COREBRIDGE FINL INC
+$40.1K
42,290
-6%
增持
UMC
UNITED MICROELECTRONICS CORP
-$39.8K
102,255
+6%
减持
MSM
MSC INDL DIRECT INC
-$39.8K
8,159
-8%
减持
AVEM
AMERICAN CENTY ETF TR
-$39.7K
24,749
-1%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$37.5K
3,595
+295%
清仓
IEMG
ISHARES INC
-$36.9K
0
-100%
增持
VB
VANGUARD INDEX FDS
-$35.7K
4,018
+0%
减持
EFV
ISHARES TR
-$35.4K
43
-94%
减持
DOL
WISDOMTREE TR
-$32.9K
11,633
-3%
减持
—
CHECK POINT SOFTWARE TECH LT
+$32.3K
5,933
-2%
清仓
XLK
SELECT SECTOR SPDR TR
-$31.8K
0
-100%
减持
CSCO
CISCO SYS INC
-$30.9K
15,152
-7%
减持
JPM
JPMORGAN CHASE & CO
-$30.8K
354
-37%
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$30.6K
0
-100%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$28.4K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$28.0K
6,049
-9%
增持
—
GENPACT LIMITED
+$27.7K
19,902
+8%
增持
CCI
CROWN CASTLE INC
-$27.6K
1,287
+0%
建仓
IAUM
ISHARES GOLD TR
+$27.0K
1,462
减持
FNDX
SCHWAB STRATEGIC TR
-$25.9K
231
-66%
减持
DLS
WISDOMTREE TR
-$25.7K
10,926
-1%
增持
MSFT
MICROSOFT CORP
-$24.4K
992
+0%
增持
SRLN
SSGA ACTIVE ETF TR
+$23.3K
21,978
+2%
建仓
IEFA
ISHARES TR
+$20.3K
316
清仓
FDLO
FIDELITY COVINGTON TRUST
-$19.6K
0
-100%
建仓
IWD
ISHARES TR
+$19.1K
126
清仓
TLH
ISHARES TR
-$17.7K
0
-100%
增持
GILD
GILEAD SCIENCES INC
-$17.5K
9,355
+0%
清仓
USIG
ISHARES TR
-$16.9K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$16.7K
424
-23%
减持
PG
PROCTER AND GAMBLE CO
-$16.3K
764
-9%
减持
EBAY
EBAY INC.
-$15.8K
16,139
-1%
建仓
AGG
ISHARES TR
+$13.4K
142
减持
BIL
SPDR SER TR
-$12.7K
9,592
-1%
建仓
IUSG
ISHARES TR
+$12.5K
132
清仓
—
LITHIUM AMERS CORP NEW
-$12.2K
0
-100%
减持
—
LYONDELLBASELL INDUSTRIES N
+$11.8K
8,272
-2%