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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 76
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
USFR
WISDOMTREE TR
+$15.2M
302,407
清仓
VTIP
VANGUARD MALVERN FDS
-$11.4M
0
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$10.0M
1,375,118
+31%
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。
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.9M
1,767,638
+11%
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.3M
923,799
+15%
增持
DIHP
DIMENSIONAL ETF TRUST
+$3.4M
545,984
+24%
增持
BOXX
EA SERIES TRUST
+$2.3M
470,219
+3%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.3M
767,213
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.2M
220,424
+2%
减持
LEN
LENNAR CORP
-$993.7K
9
-100%
减持
PHM
PULTE GROUP INC
-$988.4K
23
-100%
建仓
MTG
MGIC INVT CORP WIS
+$985.5K
44,072
清仓
USB
US BANCORP DEL
-$985.4K
0
-100%
建仓
VNT
VONTIER CORPORATION
+$982.5K
21,660
建仓
—
EVEREST GROUP LTD
+$912.7K
2,296
清仓
INGR
INGREDION INC
-$894.8K
0
-100%
建仓
HRB
BLOCK H & R INC
+$888.1K
18,084
建仓
RITM
RITHM CAPITAL CORP
+$875.9K
78,483
增持
GOOGL
ALPHABET INC
+$872.8K
7,301
+345%
减持
AMGN
AMGEN INC
-$847.9K
137
-96%
建仓
KBH
KB HOME
+$815.9K
11,511
建仓
NTES
NETEASE INC
+$808.1K
7,810
减持
AGCO
AGCO CORP
-$800.9K
6
-100%
减持
—
INTERPUBLIC GROUP COS INC
-$787.3K
22
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$726.9K
357,570
+5%
减持
CROX
CROCS INC
+$314.5K
7,639
-9%
减持
AVDE
AMERICAN CENTY ETF TR
+$310.2K
109,775
-1%
增持
CAT
CATERPILLAR INC
+$254.6K
899
+255%
减持
AVUS
AMERICAN CENTY ETF TR
+$244.0K
66,868
-5%
减持
VV
VANGUARD INDEX FDS
+$232.8K
12,185
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$229.0K
49,137
-1%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$228.3K
12,540
-8%
减持
DLN
WISDOMTREE TR
+$218.4K
44,681
-1%
减持
BIL
SPDR SER TR
-$199.4K
11,397
-16%
增持
EBAY
EBAY INC.
+$196.4K
18,179
+4%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$185.2K
3,189
减持
KR
KROGER CO
+$182.9K
16,837
-1%
增持
SRLN
SSGA ACTIVE ETF TR
+$169.6K
26,032
+18%
减持
CRBG
COREBRIDGE FINL INC
+$168.5K
35,158
-10%
减持
CMI
CUMMINS INC
+$167.3K
3,199
-1%
增持
AAPL
APPLE INC
-$165.3K
8,869
+1%
减持
SPTI
SPDR SER TR
-$163.6K
161,868
-2%
清仓
CCI
CROWN CASTLE INC
-$148.9K
0
-100%
减持
HCA
HCA HEALTHCARE INC
+$148.5K
2,849
-4%
减持
BILS
SPDR SER TR
-$139.5K
5,872
-20%
减持
CI
THE CIGNA GROUP
+$136.1K
2,601
-4%
减持
VTI
VANGUARD INDEX FDS
+$131.9K
12,893
-5%
增持
RIO
RIO TINTO PLC
-$129.8K
12,302
+0%
减持
NTAP
NETAPP INC
+$123.5K
9,478
-4%
增持
LKQ
LKQ CORP
+$121.4K
16,602
+4%
增持
DFEM
DIMENSIONAL ETF TRUST
+$117.4K
187,683
+0%
增持
STM
STMICROELECTRONICS N V
-$115.5K
17,795
+1%
减持
DTD
WISDOMTREE TR
+$111.3K
30,247
-2%
减持
TFII
TFI INTL INC
+$110.7K
6,139
-4%
增持
VGLT
VANGUARD SCOTTSDALE FDS
-$107.3K
90,923
+2%
减持
GSK
GSK PLC
+$103.9K
20,581
-2%
减持
CACI
CACI INTL INC
+$101.4K
2,469
-4%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$101.3K
2,633
增持
FOXA
FOX CORP
+$98.4K
26,539
+8%
减持
SEIC
SEI INVTS CO
+$97.0K
12,509
-1%
减持
—
ESSENT GROUP LTD
+$92.2K
15,615
-2%
增持
CTRA
COTERRA ENERGY INC
+$90.6K
30,511
+2%
增持
LLY
ELI LILLY & CO
+$90.5K
144
+289%
减持
DFAT
DIMENSIONAL ETF TRUST
+$88.0K
74,587
-2%
增持
TFLR
T ROWE PRICE ETF INC
+$86.4K
35,499
+5%
减持
AYI
ACUITY BRANDS INC
+$84.7K
3,630
-17%
增持
DINO
HF SINCLAIR CORP
+$82.0K
14,217
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$80.7K
20,652
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$77.8K
30,606
+1%
增持
KMB
KIMBERLY-CLARK CORP
+$76.7K
6,649
+3%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$76.2K
3,506
+6%
增持
TLK
P T TELEKOMUNIKASI INDONESIA
-$75.1K
31,772
+5%
增持
—
UNILEVER PLC
+$67.6K
16,014
+5%
减持
EXP
EAGLE MATLS INC
+$66.9K
3,644
-20%
减持
IVV
ISHARES TR
+$66.0K
2,513
-4%
增持
—
LYONDELLBASELL INDUSTRIES N
+$65.7K
8,239
+1%
减持
AMG
AFFILIATED MANAGERS GROUP IN
+$65.0K
5,390
-3%
增持
CVX
CHEVRON CORP NEW
+$63.9K
5,357
+2%
减持
GNTX
GENTEX CORP
+$61.0K
24,919
-3%
减持
NVDA
NVIDIA CORPORATION
+$59.8K
155
-4%
增持
VIPS
VIPSHOP HLDGS LTD
-$59.6K
49,913
+0%
增持
BBY
BEST BUY INC
+$57.0K
10,673
+2%
增持
AMZN
AMAZON COM INC
+$56.7K
1,384
+9%
减持
MFC
MANULIFE FINL CORP
+$56.4K
38,000
-6%
增持
AMN
AMN HEALTHCARE SVCS INC
-$56.2K
12,799
+12%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$53.4K
11,260
-3%
减持
BNS
BANK NOVA SCOTIA HALIFAX
+$51.7K
16,894
-0%
减持
FMNB
FARMERS NATIONAL BANC CORP
-$48.7K
3,006
-51%
增持
AMX
AMERICA MOVIL SAB DE CV
+$48.0K
42,692
+6%
减持
D
DOMINION ENERGY INC
-$46.7K
13
-99%
减持
VB
VANGUARD INDEX FDS
+$46.7K
3,925
-2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$45.2K
22,218
+11%
增持
PH
PARKER-HANNIFIN CORP
+$44.2K
455
+0%
增持
AVSE
AMERICAN CENTY ETF TR
+$40.3K
1,755
+84%
增持
PG
PROCTER AND GAMBLE CO
+$39.9K
936
+23%
增持
ORCL
ORACLE CORP
+$38.6K
661
+57%
增持
ABBV
ABBVIE INC
+$38.0K
411
+73%
增持
JNJ
JOHNSON & JOHNSON
+$37.0K
6,057
+3%
增持
EMR
EMERSON ELEC CO
+$36.5K
1,184
+18%
增持
LMT
LOCKHEED MARTIN CORP
+$36.0K
2,321
+3%
减持
DFSV
DIMENSIONAL ETF TRUST
+$35.5K
120,120
-2%
增持
SHEL
SHELL PLC
+$35.5K
12,418
+3%
建仓
PDP
INVESCO EXCHANGE TRADED FD T
+$35.1K
355
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$35.0K
21,460
-2%
增持
UMC
UNITED MICROELECTRONICS CORP
-$33.8K
101,848
+0%
增持
—
AMDOCS LTD
+$32.4K
8,748
+1%
增持
PEP
PEPSICO INC
+$30.4K
395
+73%
增持
SNY
SANOFI
+$29.0K
16,611
+6%
增持
—
TOTALENERGIES SE
+$28.2K
12,127
+1%
减持
DIS
DISNEY WALT CO
+$26.0K
1,569
-15%
增持
AFL
AFLAC INC
+$25.9K
352
+577%
增持
CSCO
CISCO SYS INC
+$25.5K
15,952
+5%
增持
—
EXXON MOBIL CORP
+$25.3K
785
+19%
减持
DOL
WISDOMTREE TR
+$24.6K
11,432
-1%
减持
FQAL
FIDELITY COVINGTON TRUST
+$24.6K
10,231
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$22.1K
164
-28%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$21.5K
268
+86%
增持
—
CHUBB LIMITED
+$21.2K
100
+376%
减持
HPQ
HP INC
-$20.5K
29,270
-3%
增持
MRK
MERCK & CO INC
+$20.5K
817
+2%
增持
—
GENPACT LIMITED
+$20.0K
23,041
+8%
增持
QCOM
QUALCOMM INC
+$19.9K
131
+719%
清仓
PECO
PHILLIPS EDISON & CO INC
-$18.8K
0
-100%
增持
RTX
RTX CORPORATION
+$17.9K
598
+24%
增持
BDX
BECTON DICKINSON & CO
+$17.8K
75
+2400%
增持
KO
COCA COLA CO
+$17.8K
392
+273%
减持
SYF
SYNCHRONY FINANCIAL
+$17.6K
22,438
-10%
减持
MSFT
MICROSOFT CORP
+$17.2K
1,248
-8%
减持
FFIV
F5 INC
-$16.4K
4,817
-7%
建仓
TLT
ISHARES TR
+$15.6K
165
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.5K
12,886
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$14.8K
412
+2%
增持
META
META PLATFORMS INC
+$14.4K
50
+79%
清仓
FNDX
SCHWAB STRATEGIC TR
-$14.3K
0
-100%
增持
HD
HOME DEPOT INC
+$13.9K
282
+4%
减持
GIB
CGI INC
+$13.4K
7,723
-1%
减持
DLS
WISDOMTREE TR
+$13.3K
10,902
-0%
增持
GILD
GILEAD SCIENCES INC
-$12.8K
10,257
+9%
增持
EXEL
EXELIXIS INC
+$12.7K
35,430
+3%
减持
SNA
SNAP ON INC
+$12.5K
2,941
-1%
增持
HON
HONEYWELL INTL INC
+$12.2K
270
+31%
增持
MCD
MCDONALDS CORP
+$11.7K
848
+11%
减持
—
CHECK POINT SOFTWARE TECH LT
+$11.5K
5,440
-6%
增持
BALL
BALL CORP
+$11.3K
1,116
+0%
增持
DFSI
DIMENSIONAL ETF TRUST
+$10.8K
2,914
+7%
增持
AVGO
BROADCOM INC
+$10.4K
23
+28%
增持
SLB
SCHLUMBERGER LTD
+$10.0K
332
+111%
增持
OXY
OCCIDENTAL PETE CORP
+$9.9K
175
+600%
增持
LOW
LOWES COS INC
+$9.9K
265
+2%
增持
CBRE
CBRE GROUP INC
+$9.5K
103
+1617%
