小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 79
减持 58
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BOXX
EA SERIES TRUST
+$2.5M
476,286
+4%
增持
VTI
VANGUARD INDEX FDS
+$2.4M
14,666
+92%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$1.7M
250,465
+16%
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
VXUS
VANGUARD STAR FDS
+$1.4M
19,356
+2467%
减持
DFIC
DIMENSIONAL ETF TRUST
+$947.8K
1,048,537
-2%
增持
RFIX
SIMPLIFY EXCHANGE TRADED FUN
-$728.1K
166,412
+5%
建仓
VCRB
VANGUARD MALVERN FDS
+$713.4K
9,158
减持
DFAC
DIMENSIONAL ETF TRUST
+$641.8K
1,364,046
-1%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$611.7K
825,844
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$285.3K
6,186
+476%
建仓
DGRO
ISHARES TR
+$262.8K
3,785
减持
DIHP
DIMENSIONAL ETF TRUST
+$251.6K
446,468
-2%
减持
RBLX
ROBLOX CORP
-$245.6K
2,459
-23%
建仓
IGRO
ISHARES TR
+$243.3K
2,940
增持
AAPL
APPLE INC
+$224.9K
8,578
+4%
建仓
VTEL
VANGUARD MUN BD FDS
+$209.9K
2,025
增持
CAT
CATERPILLAR INC
+$206.2K
1,017
+29%
减持
DUHP
DIMENSIONAL ETF TRUST
-$204.5K
694,569
-1%
减持
HOOD
ROBINHOOD MKTS INC
-$202.3K
890
-58%
建仓
IVES
WEDBUSH SER TR
+$194.9K
6,166
增持
TEAM
ATLASSIAN CORPORATION
+$192.9K
1,695
+230%
增持
CNC
CENTENE CORP DEL
+$192.3K
7,818
+115%
减持
DFEV
DIMENSIONAL ETF TRUST
+$190.0K
704,601
-5%
减持
AVUV
AMERICAN CENTY ETF TR
+$187.3K
90,754
-0%
减持
AVUQ
AMERICAN CENTY ETF TR
-$186.7K
23,152
-13%
建仓
IUSG
ISHARES TR
+$167.9K
1,000
增持
EIX
EDISON INTL
+$143.6K
4,559
+94%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$143.0K
93
-95%
增持
ROP
ROPER TECHNOLOGIES INC
+$139.9K
330
+2257%
减持
MOH
MOLINA HEALTHCARE INC
-$139.3K
22
-97%
增持
LVS
LAS VEGAS SANDS CORP
+$139.2K
2,379
+718%
减持
PG
PROCTER AND GAMBLE CO
-$136.1K
735
-53%
减持
VEEV
VEEVA SYS INC
-$133.6K
361
-50%
减持
VRSN
VERISIGN INC
-$133.0K
731
-34%
减持
DASH
DOORDASH INC
-$131.3K
223
-67%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$130.6K
3,881
+1069%
减持
MSFT
MICROSOFT CORP
-$130.3K
1,338
-11%
增持
UPS
UNITED PARCEL SERVICE INC
+$129.3K
1,692
+267%
清仓
—
PINNACLE FINL PARTNERS INC
-$127.7K
0
-100%
增持
—
CHUBB LIMITED
+$121.1K
739
+90%
增持
ILMN
ILLUMINA INC
+$120.9K
2,272
+22%
增持
PYLD
PIMCO ETF TR
+$120.2K
72,504
+7%
增持
MKTX
MARKETAXESS HLDGS INC
+$116.5K
687
+1393%
建仓
FDS
FACTSET RESH SYS INC
+$115.5K
398
减持
ADBE
ADOBE INC
-$108.5K
463
-40%
减持
AVUS
AMERICAN CENTY ETF TR
-$107.0K
40,811
-5%
增持
EXPE
EXPEDIA GROUP INC
+$105.8K
1,382
+3%
减持
AVDE
AMERICAN CENTY ETF TR
-$104.6K
60,369
-6%
增持
JBHT
HUNT J B TRANS SVCS INC
+$103.5K
1,375
+13%
减持
ORCL
ORACLE CORP
-$103.3K
873
-10%
减持
NTNX
NUTANIX INC
-$100.1K
1,232
-44%
增持
NSC
NORFOLK SOUTHN CORP
+$99.7K
500
+236%
减持
NWSA
NEWS CORP NEW
-$97.5K
2,100
-58%
增持
ZM
ZOOM COMMUNICATIONS INC
+$96.8K
3,304
+45%
增持
KDP
KEURIG DR PEPPER INC
+$95.5K
4,347
+322%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$93.1K
209
-64%
增持
AMP
AMERIPRISE FINL INC
+$93.1K
251
+311%
减持
HUM
HUMANA INC
-$90.3K
61
-85%
减持
T
AT&T INC
-$89.6K
3,095
-47%
增持
BKNG
BOOKING HOLDINGS INC
+$87.8K
46
+59%
增持
PYPL
PAYPAL HLDGS INC
+$86.1K
2,077
+296%
减持
COST
COSTCO WHSL CORP NEW
-$85.1K
61
-59%
减持
DFAT
DIMENSIONAL ETF TRUST
-$85.0K
42,604
-5%
减持
FFIV
F5 INC
-$84.7K
10
-96%
减持
AZO
AUTOZONE INC
-$84.5K
7
-72%
减持
DFSU
DIMENSIONAL ETF TRUST
-$83.9K
10,630
-17%
减持
EXR
EXTRA SPACE STORAGE INC
-$83.1K
141
-80%
减持
PSA
PUBLIC STORAGE OPER CO
-$80.0K
96
-74%
增持
MU
MICRON TECHNOLOGY INC
+$78.9K
581
+12%
增持
NEM
NEWMONT CORP
+$78.9K
1,336
+106%
增持
PCG
PG&E CORP
+$78.8K
14,697
+41%
增持
GM
GENERAL MTRS CO
+$78.3K
3,847
+0%
减持
OKTA
OKTA INC
-$77.7K
209
-80%
增持
C
CITIGROUP INC
+$76.9K
2,755
+14%
增持
WMT
WALMART INC
+$74.3K
3,585
+14%
减持
AVES
AMERICAN CENTY ETF TR
-$73.5K
15,732
-9%
减持
MAS
MASCO CORP
-$72.9K
453
-69%
增持
LLY
ELI LILLY & CO
+$72.0K
174
+15%
增持
AMT
AMERICAN TOWER CORP NEW
+$71.6K
433
+1783%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$70.3K
238
+118%
减持
MANH
MANHATTAN ASSOCIATES INC
-$67.2K
613
-28%
减持
LNG
CHENIERE ENERGY INC
-$66.8K
20
-93%
增持
—
ACCENTURE PLC IRELAND
+$66.6K
483
+89%
增持
EXAS
EXACT SCIENCES CORP
+$66.6K
983
+62%
减持
ALK
ALASKA AIR GROUP INC
-$65.9K
73
-95%
增持
MRK
MERCK & CO INC
+$65.8K
2,872
+2%
增持
TW
TRADEWEB MKTS INC
+$65.2K
642
+1734%
增持
ABNB
AIRBNB INC
+$65.0K
1,514
+31%
增持
IT
GARTNER INC
+$63.6K
419
+162%
增持
NOW
SERVICENOW INC
+$63.3K
641
+1587%
增持
NTRA
NATERA INC
+$62.2K
727
+12%
增持
—
CONFLUENT INC
+$61.3K
3,209
+78%
建仓
AGG
ISHARES TR
+$60.9K
610
增持
COF
CAPITAL ONE FINL CORP
+$60.5K
1,089
+14%
增持
—
DUPONT DE NEMOURS INC
-$60.4K
1,744
+4%
减持
DUOL
DUOLINGO INC
-$60.2K
110
-55%
减持
WOR
WORTHINGTON ENTERPRISES INC
-$60.1K
4,701
-14%
增持
WDC
WESTERN DIGITAL CORP
+$59.7K
615
+60%
增持
DXCM
DEXCOM INC
+$59.6K
995
+936%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$59.1K
44
-93%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$58.7K
83
-87%
增持
FTNT
FORTINET INC
+$57.4K
1,042
+246%
减持
—
GARMIN LTD
-$57.1K
148
-58%
减持
OVV
OVINTIV INC
-$57.0K
237
-86%
增持
MDB
MONGODB INC
+$57.0K
419
+9%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$55.7K
320
-29%
增持
REGN
REGENERON PHARMACEUTICALS
+$55.5K
163
+30%
增持
AMZN
AMAZON COM INC
+$55.1K
2,414
+6%
增持
DG
DOLLAR GEN CORP NEW
+$54.9K
1,134
+22%
清仓
BRO
BROWN & BROWN INC
-$54.5K
0
-100%
清仓
CVLT
COMMVAULT SYS INC
-$54.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$53.9K
415
+69%
减持
OC
OWENS CORNING NEW
-$52.0K
94
-79%
减持
V
VISA INC
-$51.2K
98
-61%
增持
WCN
WASTE CONNECTIONS INC
+$51.2K
324
+913%
增持
PINS
PINTEREST INC
+$50.8K
3,009
+257%
增持
EXEL
EXELIXIS INC
+$50.5K
3,118
+49%
增持
COP
CONOCOPHILLIPS
+$49.6K
1,564
+53%
清仓
VB
VANGUARD INDEX FDS
-$49.6K
0
-100%
增持
—
ELASTIC N V
+$48.7K
1,399
+108%
增持
META
META PLATFORMS INC
+$48.5K
383
+38%
建仓
Q
QNITY ELECTRONICS INC
+$48.5K
594
减持
KMI
KINDER MORGAN INC DEL
-$48.0K
2,252
-42%
减持
MSCI
MSCI INC
-$47.9K
55
-61%
增持
GTLB
GITLAB INC
+$47.4K
1,321
+2652%
增持
RL
RALPH LAUREN CORP
+$47.0K
634
+12%
增持
TXT
TEXTRON INC
+$46.3K
820
+175%
增持
GAP
GAP INC
+$46.0K
3,663
+64%
增持
FCX
FREEPORT-MCMORAN INC
+$46.0K
2,750
+15%
减持
DFSI
DIMENSIONAL ETF TRUST
-$45.7K
7,028
-17%
增持
CRM
SALESFORCE INC
+$45.7K
259
+167%
增持
CIEN
CIENA CORP
+$45.4K
452
+9%
增持
—
GENPACT LIMITED
+$44.9K
2,453
+47%
增持
SNDK
SANDISK CORP
+$44.7K
356
+0%
减持
ARW
ARROW ELECTRS INC
-$44.5K
336
-50%
增持
JLL
JONES LANG LASALLE INC
+$44.5K
133
+13200%
增持
IQV
IQVIA HLDGS INC
+$44.4K
747
+14%
减持
AVGO
BROADCOM INC
-$43.7K
872
-17%
增持
FIVE
FIVE BELOW INC
+$43.2K
691
+23%
增持
CCK
CROWN HLDGS INC
+$43.2K
1,407
+34%
减持
UNH
UNITEDHEALTH GROUP INC
-$43.1K
407
-21%
增持
GIS
GENERAL MLS INC
+$43.0K
1,222
+344%
增持
PB
PROSPERITY BANCSHARES INC
+$42.9K
945
+180%
增持
NYT
NEW YORK TIMES CO
+$42.7K
995
+117%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$42.7K
66
-73%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$42.4K
293
-22%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$42.4K
155
-32%
减持
MRSH
MARSH & MCLENNAN COS INC
-$42.1K
313
-37%
增持
DAL
DELTA AIR LINES INC DEL
+$41.9K
1,770
+24%
减持
PH
PARKER-HANNIFIN CORP
+$41.9K
358
-1%