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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 1
增持 133
减持 15
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
BOXX
EA SERIES TRUST
+$10.5M
459,362
+24%
减持
DFAC
DIMENSIONAL ETF TRUST
+$3.7M
1,383,479
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.9M
1,073,034
+0%
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
DUHP
DIMENSIONAL ETF TRUST
+$1.6M
704,764
+0%
减持
DFEV
DIMENSIONAL ETF TRUST
+$1.2M
739,518
-1%
增持
VTI
VANGUARD INDEX FDS
+$755.4K
7,646
+33%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$739.6K
216,384
+7%
减持
AVUV
AMERICAN CENTY ETF TR
+$726.9K
91,107
-0%
增持
AAPL
APPLE INC
+$578.7K
8,275
+11%
增持
DIHP
DIMENSIONAL ETF TRUST
+$564.3K
456,845
+1%
增持
NVDA
NVIDIA CORPORATION
+$491.8K
6,152
+48%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$485.9K
774,224
+4%
增持
RFIX
SIMPLIFY EXCHANGE TRADED FUN
-$429.4K
158,439
+7%
增持
ADBE
ADOBE INC
+$231.1K
767
+652%
增持
MSFT
MICROSOFT CORP
+$225.8K
1,501
+35%
增持
WMT
WALMART INC
+$209.9K
3,155
+168%
增持
GOOGL
ALPHABET INC
+$207.5K
2,028
+25%
增持
FIX
COMFORT SYS USA INC
+$183.9K
473
+23%
增持
EXPE
EXPEDIA GROUP INC
+$178.2K
1,337
+110%
减持
FTNT
FORTINET INC
-$167.9K
301
-84%
增持
MRK
MERCK & CO INC
+$166.5K
2,817
+219%
增持
INTC
INTEL CORP
+$164.8K
7,130
+115%
增持
APH
AMPHENOL CORP NEW
+$159.4K
3,131
+36%
增持
PCG
PG&E CORP
+$156.3K
10,435
+13630%
增持
TPR
TAPESTRY INC
+$150.0K
2,802
+47%
减持
DFAT
DIMENSIONAL ETF TRUST
+$145.5K
45,038
-2%
减持
DFSV
DIMENSIONAL ETF TRUST
+$144.9K
63,643
-0%
增持
GM
GENERAL MTRS CO
+$143.9K
3,846
+109%
增持
GE
GE AEROSPACE
+$140.9K
1,360
+31%
增持
RBLX
ROBLOX CORP
+$138.0K
3,211
+10%
增持
AVGO
BROADCOM INC
+$136.6K
1,048
+38%
增持
PNC
PNC FINL SVCS GROUP INC
+$132.0K
863
+289%
减持
AVDE
AMERICAN CENTY ETF TR
+$122.6K
64,312
-4%
增持
GOOG
ALPHABET INC
+$118.6K
870
+65%
增持
ANET
ARISTA NETWORKS INC
+$115.9K
1,063
+179%
增持
EIX
EDISON INTL
+$115.5K
2,353
+731%
增持
APP
APPLOVIN CORP
+$115.0K
177
+406%
增持
MEDP
MEDPACE HLDGS INC
+$109.5K
221
+1600%
增持
JNJ
JOHNSON & JOHNSON
+$107.0K
1,412
+39%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$105.7K
1,102
+58%
增持
GD
GENERAL DYNAMICS CORP
+$104.6K
359
+489%
增持
AZO
AUTOZONE INC
+$103.7K
25
+2400%
增持
TFX
TELEFLEX INCORPORATED
+$101.4K
1,132
+262%
增持
TSLA
TESLA INC
+$101.3K
474
+37%
增持
TSN
TYSON FOODS INC
+$100.8K
2,028
+1114%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$99.3K
228
+1529%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$98.5K
376
+3033%
增持
VRSN
VERISIGN INC
+$96.3K
1,111
+50%
增持
ORCL
ORACLE CORP
+$95.6K
972
+20%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$95.5K
2,734
+93%
增持
CNC
CENTENE CORP DEL
+$93.2K
3,628
+443%
增持
FDX
FEDEX CORP
+$92.5K
427
+1086%
增持
MRSH
MARSH & MCLENNAN COS INC
+$92.1K
497
+1243%
减持
KMX
CARMAX INC
-$91.6K
588
-67%
增持
PEP
PEPSICO INC
+$91.4K
1,921
+42%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$90.5K
951
+178%
增持
CHWY
CHEWY INC
+$90.4K
2,275
+5733%
增持
BBY
BEST BUY INC
+$90.1K
1,759
+175%
增持
MTCH
MATCH GROUP INC NEW
+$88.0K
2,493
+83000%
增持
—
CRH PLC
+$87.7K
780
+1138%
增持
AMZN
AMAZON COM INC
+$87.5K
2,287
+21%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$86.8K
1,985
+428%
增持
VEEV
VEEVA SYS INC
+$86.6K
719
+62%
增持
PSX
PHILLIPS 66
+$86.6K
1,177
+91%
增持
EXR
EXTRA SPACE STORAGE INC
+$86.6K
720
+613%
增持
—
TECHNIPFMC PLC
+$85.8K
4,138
+84%
增持
—
CHUBB LIMITED
+$85.8K
388
+373%
增持
DG
DOLLAR GEN CORP NEW
+$85.4K
926
+929%
增持
LMT
LOCKHEED MARTIN CORP
+$80.4K
650
+23%
清仓
SCHF
SCHWAB STRATEGIC TR
-$80.2K
0
-100%
减持
AVUS
AMERICAN CENTY ETF TR
+$80.2K
42,952
-6%
增持
MHK
MOHAWK INDS INC
+$80.1K
670
+1017%
增持
—
PINNACLE FINL PARTNERS INC
+$80.0K
1,362
+215%
增持
—
EVEREST GROUP LTD
+$78.6K
241
+1318%
增持
TTC
TORO CO
+$78.3K
1,221
+487%
增持
INCY
INCYTE CORP
+$78.3K
1,797
+65%
增持
HUM
HUMANA INC
+$77.2K
407
+248%
增持
MU
MICRON TECHNOLOGY INC
+$76.4K
520
+505%
增持
CMI
CUMMINS INC
+$76.1K
222
+311%
减持
WOR
WORTHINGTON ENTERPRISES INC
-$75.6K
5,452
-8%
增持
MDB
MONGODB INC
+$75.4K
383
+85%
增持
TJX
TJX COS INC NEW
+$75.3K
753
+177%
减持
HOOD
ROBINHOOD MKTS INC
+$75.3K
2,116
-13%
减持
CMCSA
COMCAST CORP NEW
-$74.8K
1,129
-63%
增持
THC
TENET HEALTHCARE CORP
+$74.8K
591
+130%
增持
BWA
BORGWARNER INC
+$74.7K
2,042
+354%
增持
—
GARMIN LTD
+$72.8K
354
+413%
增持
MSCI
MSCI INC
+$72.5K
140
+1067%
增持
LYFT
LYFT INC
+$71.7K
7,223
+30%
增持
ZM
ZOOM COMMUNICATIONS INC
+$71.6K
2,282
+53%
增持
DVN
DEVON ENERGY CORP NEW
+$71.4K
5,842
+39%
增持
QQQ
INVESCO QQQ TR
+$71.4K
186
+155%
增持
ADT
ADT INC DEL
+$71.4K
14,358
+127%
增持
—
PENTAIR PLC
+$70.1K
713
+729%
增持
MLI
MUELLER INDS INC
+$69.3K
695
+5692%
增持
KMI
KINDER MORGAN INC DEL
+$69.2K
3,883
+181%
增持
DFEM
DIMENSIONAL ETF TRUST
+$69.0K
17,046
+6%
增持
BNY
BANK NEW YORK MELLON CORP
+$67.6K
733
+443%
增持
CW
CURTISS WRIGHT CORP
+$67.6K
272
+66%
增持
OTIS
OTIS WORLDWIDE CORP
+$67.2K
850
+702%
增持
JBHT
HUNT J B TRANS SVCS INC
+$66.6K
1,220
+80%
增持
REGN
REGENERON PHARMACEUTICALS
+$66.6K
125
+1686%
增持
FERG
FERGUSON ENTERPRISES INC
+$66.5K
422
+225%
增持
COF
CAPITAL ONE FINL CORP
+$66.2K
957
+48%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$65.6K
738
+262%
增持
TOL
TOLL BROTHERS INC
+$65.3K
1,210
+36%
增持
OVV
OVINTIV INC
+$65.3K
1,642
+6215%
减持
CAT
CATERPILLAR INC
+$64.8K
789
-2%
增持
MTZ
MASTEC INC
+$64.4K
451
+144%
增持
ADI
ANALOG DEVICES INC
+$64.2K
304
+591%
增持
UNH
UNITEDHEALTH GROUP INC
+$64.1K
514
+41%
增持
WELL
WELLTOWER INC
+$64.0K
373
+2231%
增持
—
JANUS HENDERSON GROUP PLC
+$63.9K
1,556
+1019%
增持
ETSY
ETSY INC
+$63.8K
2,149
+37%
增持
PG
PROCTER AND GAMBLE CO
+$63.6K
1,572
+41%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$63.1K
1,051
+13038%
增持
MANH
MANHATTAN ASSOCIATES INC
+$62.8K
846
+51%
增持
—
GENPACT LIMITED
+$62.5K
1,668
+899%
增持
ABNB
AIRBNB INC
+$61.9K
1,157
+95%
增持
—
STERIS PLC
+$61.5K
265
+1459%
增持
EVR
EVERCORE INC
+$60.5K
253
+175%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
+$60.4K
349
+612%
增持
CIEN
CIENA CORP
+$59.4K
414
+3664%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$58.7K
481
+28%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$58.2K
268
+666%
增持
C
CITIGROUP INC
+$58.2K
2,409
+10%
增持
WMB
WILLIAMS COS INC
+$57.6K
1,114
+441%
增持
—
ASML HOLDING N V
+$57.0K
73
+329%
增持
DAL
DELTA AIR LINES INC DEL
+$57.0K
1,426
+193%
增持
PKG
PACKAGING CORP AMER
+$56.0K
314
+376%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$56.0K
220
+2650%
增持
LRCX
LAM RESEARCH CORP
+$55.8K
727
+70%
建仓
HSBC
HSBC HLDGS PLC
+$55.4K
780
增持
SAM
BOSTON BEER INC
+$54.6K
287
+797%
增持
TRV
TRAVELERS COMPANIES INC
+$53.5K
414
+78%
增持
ROKU
ROKU INC
+$53.3K
1,055
+77%
增持
DOV
DOVER CORP
+$53.3K
395
+472%
增持
BRO
BROWN & BROWN INC
+$53.0K
581
+4369%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$52.2K
183
-51%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$52.0K
657
+402%
增持
CVS
CVS HEALTH CORP
+$52.0K
1,071
+157%
增持
NTAP
NETAPP INC
+$51.8K
604
+226%
增持
MGM
MGM RESORTS INTERNATIONAL
+$51.3K
1,948
+314%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$51.3K
1,771
+34%
增持
ABBV
ABBVIE INC
+$51.0K
542
+35%
减持
AIG
AMERICAN INTL GROUP INC
-$50.5K
1,134
-30%
增持
CGNX
COGNEX CORP
+$50.5K
1,604
+129%
增持
ORI
OLD REP INTL CORP
+$50.1K
1,555
+274%
增持
DFAX
DIMENSIONAL ETF TRUST
+$50.0K
6,360
+25%
增持
NWSA
NEWS CORP NEW
+$49.8K
4,960
+44%
