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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 65
减持 57
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BOXX
EA SERIES TRUST
+$16.1M
454,552
+49%
增持
DFEV
DIMENSIONAL ETF TRUST
+$8.0M
740,323
+65%
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.9M
1,594,986
+5%
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
-$6.6M
340,674
-27%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.5M
217,026
+30%
增持
DFIC
DIMENSIONAL ETF TRUST
+$4.7M
1,048,193
+11%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.4M
801,669
+11%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.9M
442,086
+9%
增持
SPTI
SPDR SER TR
+$1.5M
165,443
+42%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.3M
89,283
+17%
增持
RIO
RIO TINTO PLC
+$911.8K
12,274
+36000%
建仓
MFC
MANULIFE FINL CORP
+$893.2K
40,416
增持
STM
STMICROELECTRONICS N V
+$884.3K
17,653
+125993%
清仓
UFPI
UFP INDUSTRIES INC
-$864.4K
0
-100%
减持
—
LOGITECH INTL S A
-$850.0K
5
-100%
建仓
GNTX
GENTEX CORP
+$839.0K
25,690
建仓
—
ESSENT GROUP LTD
+$837.0K
15,871
减持
—
CRH PLC
-$837.0K
44
-100%
建仓
CACI
CACI INTL INC
+$833.9K
2,575
建仓
EXEL
EXELIXIS INC
+$828.0K
34,516
增持
LMT
LOCKHEED MARTIN CORP
+$815.3K
2,250
+350%
建仓
HCA
HCA HEALTHCARE INC
+$801.8K
2,962
增持
AGCO
AGCO CORP
+$801.0K
6,603
+109950%
减持
EXPD
EXPEDITORS INTL WASH INC
-$800.9K
5
-100%
清仓
BPOP
POPULAR INC
-$793.0K
0
-100%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$791.9K
0
-100%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
-$790.3K
96
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$783.1K
20,846
+24425%
增持
KMB
KIMBERLY-CLARK CORP
+$777.3K
6,447
+12794%
减持
MAS
MASCO CORP
-$775.8K
63
-100%
减持
KOF
COCA-COLA FEMSA SAB DE CV
-$770.2K
2
-100%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$728.4K
0
-100%
减持
—
HOLOGIC INC
-$686.3K
6
-100%
增持
IVV
ISHARES TR
+$672.1K
2,628
+94%
减持
UPS
UNITED PARCEL SERVICE INC
-$657.4K
57
-99%
增持
DFSV
DIMENSIONAL ETF TRUST
+$610.7K
122,943
+5%
减持
AVUS
AMERICAN CENTY ETF TR
+$551.6K
70,395
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$510.7K
239,594
+4%
减持
AVDE
AMERICAN CENTY ETF TR
+$377.1K
110,654
-2%
增持
CROX
CROCS INC
+$370.3K
8,393
+79%
增持
BIL
SPDR SER TR
+$364.9K
13,629
+42%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$352.4K
30,431
+20%
减持
WMT
WALMART INC
-$348.1K
258
-89%
减持
VTI
VANGUARD INDEX FDS
+$327.2K
13,570
-0%
增持
AAPL
APPLE INC
+$326.6K
8,758
+10%
增持
DFEM
DIMENSIONAL ETF TRUST
+$321.6K
186,965
+0%
减持
VV
VANGUARD INDEX FDS
+$263.1K
12,325
-1%
增持
MCD
MCDONALDS CORP
+$213.2K
767
+1320%
减持
DLN
WISDOMTREE TR
+$210.8K
45,302
-0%
增持
TFLR
T ROWE PRICE ETF INC
+$209.1K
33,891
+12%
减持
LEN
LENNAR CORP
+$207.9K
6,678
-5%
增持
PH
PARKER-HANNIFIN CORP
+$207.5K
453
+15000%
减持
USB
US BANCORP DEL
+$205.5K
22,767
-3%
减持
PHM
PULTE GROUP INC
+$199.5K
9,603
-10%
增持
MSFT
MICROSOFT CORP
+$194.6K
1,350
+36%
增持
WFG
WEST FRASER TIMBER CO LTD
+$189.0K
10,123
+8%
减持
DFAT
DIMENSIONAL ETF TRUST
-$188.9K
75,899
-17%
减持
SYF
SYNCHRONY FINANCIAL
+$173.2K
24,873
-2%
增持
AMG
AFFILIATED MANAGERS GROUP IN
+$168.5K
5,532
+8%
增持
SPTL
SPDR SER TR
+$163.8K
19,982
+26%
增持
AMN
AMN HEALTHCARE SVCS INC
+$159.5K
11,435
+40%
减持
DTD
WISDOMTREE TR
+$157.1K
31,014
-0%
建仓
IEUR
ISHARES TR
+$153.8K
2,795
增持
BBY
BEST BUY INC
+$145.1K
10,456
+8%
增持
—
INTERPUBLIC GROUP COS INC
+$145.0K
24,142
+8%
建仓
AVRE
AMERICAN CENTY ETF TR
+$136.2K
3,144
减持
UMC
UNITED MICROELECTRONICS CORP
+$135.8K
101,386
-1%
减持
EXP
EAGLE MATLS INC
+$134.7K
4,552
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$133.9K
85
-89%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$128.9K
7,390
+4%
增持
AVEM
AMERICAN CENTY ETF TR
+$125.5K
25,395
+3%
减持
EES
WISDOMTREE TR
+$120.4K
19,479
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
-$120.2K
49,601
-14%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$120.1K
3,859
减持
AYI
ACUITY BRANDS INC
+$118.1K
4,349
-4%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$117.8K
21,796
+12%
减持
DFAX
DIMENSIONAL ETF TRUST
-$100.5K
6,024
-45%
减持
NTAP
NETAPP INC
+$98.5K
9,884
-3%
减持
VB
VANGUARD INDEX FDS
+$90.9K
3,987
-1%
减持
—
CHECK POINT SOFTWARE TECH LT
+$89.9K
5,764
-3%
建仓
FMNB
FARMERS NATIONAL BANC CORP
+$88.9K
6,152
增持
CVX
CHEVRON CORP NEW
-$88.9K
5,237
+2%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$87.4K
2,727
增持
TLK
P T TELEKOMUNIKASI INDONESIA
+$84.4K
30,371
+5%
增持
AMX
AMERICA MOVIL SAB DE CV
+$82.2K
40,423
+5%
增持
GOOGL
ALPHABET INC
+$82.1K
1,640
+46%
减持
SNA
SNAP ON INC
+$79.8K
2,973
-3%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$74.6K
11,633
-2%
增持
AMZN
AMAZON COM INC
+$74.5K
1,270
+36%
减持
INGR
INGREDION INC
+$73.5K
8,245
-1%
减持
BILS
SPDR SER TR
-$73.2K
7,297
-9%
减持
VIPS
VIPSHOP HLDGS LTD
+$70.1K
49,869
-2%
增持
DLS
WISDOMTREE TR
+$69.7K
10,927
+0%
清仓
FCF
FIRST COMWLTH FINL CORP PA
-$67.8K
0
-100%
减持
AVES
AMERICAN CENTY ETF TR
-$67.7K
3,464
-34%
减持
CTRA
COTERRA ENERGY INC
-$67.5K
29,782
-3%
增持
LKQ
LKQ CORP
+$67.5K
16,014
+14%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$66.2K
0
-100%
减持
FFIV
F5 INC
+$64.1K
5,194
-3%
清仓
—
SEAGEN INC
-$64.1K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$63.0K
9,432
+1%
减持
HPQ
HP INC
+$61.7K
30,077
-8%
减持
PGR
PROGRESSIVE CORP
-$58.9K
191
-70%
增持
AMD
ADVANCED MICRO DEVICES INC
+$58.0K
404
+2593%
减持
DFGR
DIMENSIONAL ETF TRUST
+$54.8K
20,095
-4%
减持
FQAL
FIDELITY COVINGTON TRUST
-$52.1K
10,644
-17%
增持
EBAY
EBAY INC.
+$51.5K
17,493
+8%
清仓
MINO
PIMCO ETF TR
-$48.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$48.0K
5,877
+5%
减持
BNS
BANK NOVA SCOTIA HALIFAX
+$47.8K
16,905
-1%
减持
TFII
TFI INTL INC
+$45.9K
6,385
-0%
建仓
AVSE
AMERICAN CENTY ETF TR
+$45.8K
956
建仓
AJG
GALLAGHER ARTHUR J & CO
+$45.0K
200
建仓
BX
BLACKSTONE INC
+$44.3K
338
增持
CSCO
CISCO SYS INC
-$43.9K
15,254
+1%
增持
—
AMDOCS LTD
+$43.7K
8,626
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$42.3K
127
+6250%
减持
VTV
VANGUARD INDEX FDS
-$41.3K
383
-46%
减持
SEIC
SEI INVTS CO
+$41.2K
12,626
-0%
减持
GIB
CGI INC
+$38.4K
7,834
-4%
增持
MRK
MERCK & CO INC
+$37.5K
801
+65%
增持
SNY
SANOFI
+$36.6K
15,651
+13%
增持
RTX
RTX CORPORATION
+$36.4K
481
+759%
减持
DOL
WISDOMTREE TR
+$35.9K
11,502
-1%
减持
CMI
CUMMINS INC
+$35.3K
3,236
-0%
减持
DINO
HF SINCLAIR CORP
-$34.9K
13,970
-2%
增持
PEP
PEPSICO INC
+$34.5K
228
+812%
增持
ABT
ABBOTT LABS
+$33.5K
320
+1678%
建仓
APO
APOLLO GLOBAL MGMT INC
+$33.1K
355
增持
KR
KROGER CO
+$31.7K
17,043
+2%
建仓
UNH
UNITEDHEALTH GROUP INC
+$30.5K
58
增持
CCI
CROWN CASTLE INC
+$30.5K
1,293
+0%
增持
LULU
LULULEMON ATHLETICA INC
+$30.4K
61
+2950%
增持
CVS
CVS HEALTH CORP
+$29.8K
2,855
+2%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$29.5K
3,316
-1%
清仓
VPV
INVESCO PA VALUE MUN INC TR
-$29.2K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$27.2K
55
+1275%
建仓
PLD
PROLOGIS INC.
+$26.7K
200
减持
SHEL
SHELL PLC
-$26.2K
12,113
-5%
减持
—
TOTALENERGIES SE
-$24.6K
11,970
-5%
增持
KMI
KINDER MORGAN INC DEL
+$24.5K
1,427
+3655%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$24.1K
89
+8800%
增持
DE
DEERE & CO
+$23.7K
64
+1180%
减持
CI
THE CIGNA GROUP
+$23.3K
2,700
-2%
建仓
PNC
PNC FINL SVCS GROUP INC
+$23.2K
150
增持
—
LAM RESEARCH CORP
+$22.4K
31
+933%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$21.4K
13,576
-1%
增持
TSCO
TRACTOR SUPPLY CO
+$20.5K
98
+3167%
清仓
IEFA
ISHARES TR
-$20.3K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$20.1K
12,719
-1%
