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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 93
减持 34
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
BOXX
EA SERIES TRUST
+$3.0M
497,031
+4%
减持
VTI
VANGUARD INDEX FDS
-$2.5M
7,399
-50%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.6M
1,062,329
+1%
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。
清仓
VXUS
VANGUARD STAR FDS
-$1.5M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
96,036
+6%
减持
DFEV
DIMENSIONAL ETF TRUST
+$1.3M
701,289
-0%
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$1.3M
229,914
-8%
建仓
PMBS
PIMCO ETF TR
+$1.2M
24,135
增持
RFIX
SIMPLIFY EXCHANGE TRADED FUN
+$790.5K
168,792
+1%
清仓
VCRB
VANGUARD MALVERN FDS
-$713.4K
0
-100%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$699.0K
902,354
+9%
增持
DIHP
DIMENSIONAL ETF TRUST
+$655.3K
459,116
+3%
增持
GOOGL
ALPHABET INC
+$636.1K
3,972
+146%
增持
JPM
JPMORGAN CHASE & CO
+$446.4K
2,202
+252%
增持
MCD
MCDONALDS CORP
+$442.0K
2,299
+158%
增持
DFAC
DIMENSIONAL ETF TRUST
+$431.0K
1,400,761
+3%
增持
NEE
NEXTERA ENERGY INC
+$400.6K
4,845
+687%
建仓
FNDX
SCHWAB STRATEGIC TR
+$397.9K
14,288
建仓
SCHD
SCHWAB STRATEGIC TR
+$383.8K
12,511
增持
JNJ
JOHNSON & JOHNSON
+$274.3K
2,304
+65%
清仓
DGRO
ISHARES TR
-$262.8K
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
+$247.1K
43,254
+6%
清仓
IGRO
ISHARES TR
-$243.3K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$231.1K
882
增持
FIX
COMFORT SYS USA INC
+$222.6K
447
+6%
增持
MRSH
MARSH & MCLENNAN COS INC
+$214.8K
1,573
+403%
减持
TEAM
ATLASSIAN CORPORATION
-$213.5K
899
-47%
增持
LLY
ELI LILLY & CO
+$211.3K
433
+149%
清仓
VTEL
VANGUARD MUN BD FDS
-$209.9K
0
-100%
建仓
FNDF
SCHWAB STRATEGIC TR
+$198.9K
4,065
减持
DFUS
DIMENSIONAL ETF TRUST
-$196.1K
35,744
-3%
清仓
IVES
WEDBUSH SER TR
-$194.9K
0
-100%
减持
TFLR
T ROWE PRICE ETF INC
-$193.7K
37,597
-7%
增持
TMUS
T-MOBILE US INC
+$187.2K
961
+1235%
增持
AVUQ
AMERICAN CENTY ETF TR
+$186.6K
27,841
+20%
增持
PCG
PG&E CORP
+$182.4K
23,822
+62%
增持
NVDA
NVIDIA CORPORATION
+$172.5K
7,644
+23%
增持
SPGI
S&P GLOBAL INC
+$171.1K
503
+513%
减持
EXPE
EXPEDIA GROUP INC
-$169.4K
962
-30%
清仓
IUSG
ISHARES TR
-$167.9K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$159.0K
1,830
+149%
增持
AVDE
AMERICAN CENTY ETF TR
+$157.3K
60,430
+0%
增持
GEV
GE VERNOVA INC
+$156.9K
316
+74%
增持
COST
COSTCO WHOLESALE CORPORATION
+$152.7K
206
+238%
增持
ABNB
AIRBNB INC
+$142.4K
2,755
+82%
增持
MU
MICRON TECHNOLOGY INC
+$136.9K
896
+54%
减持
LYFT
LYFT INC
-$136.3K
661
-91%
增持
LULU
LULULEMON ATHLETICA INC
+$135.3K
930
+2635%
增持
—
TECHNIPFMC PLC
+$135.3K
4,854
+8%
增持
IJR
ISHARES TR
+$129.9K
1,078
+3071%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$128.5K
7,620
+23%
减持
ADSK
AUTODESK INC
-$126.6K
323
-53%
建仓
VOE
VANGUARD INDEX FDS
+$123.1K
668
增持
WDC
WESTERN DIGITAL CORP
+$118.8K
831
+35%
建仓
SPDW
SPDR INDEX SHS FDS
+$118.7K
2,600
增持
QQQ
INVESCO QQQ TR
+$117.7K
404
+115%
增持
AVGO
BROADCOM INC
+$115.9K
1,350
+55%
增持
EIX
EDISON INTL
+$115.3K
5,315
+17%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$114.7K
1,332
增持
GLD
SPDR GOLD TR
+$114.2K
317
+466%
减持
COF
CAPITAL ONE FINL CORP
-$111.8K
834
-23%
增持
DHR
DANAHER CORP DEL
+$109.7K
1,052
+168%
增持
DOW
DOW HLDGS INC
+$109.1K
2,798
+785%
增持
OXY
OCCIDENTAL PETE CORP
+$108.4K
1,795
+789%
增持
AMZN
AMAZON COM INC
+$107.8K
3,193
+32%
增持
BURL
BURLINGTON STORES INC
+$106.6K
379
+553%
减持
RBLX
ROBLOX CORP
-$106.4K
1,641
-33%
减持
PANW
PALO ALTO NETWORKS INC
-$106.4K
311
-63%
增持
LMT
LOCKHEED MARTIN CORP
+$105.8K
716
+6%
减持
FDS
FACTSET RESH SYS INC
-$105.1K
48
-88%
建仓
QDF
FLEXSHARES TR
+$103.5K
1,308
增持
BWXT
BWX TECHNOLOGIES INC
+$102.8K
3,117
+1%
增持
TJX
TJX COS INC NEW
+$100.0K
1,482
+67%
清仓
EXAS
EXACT SCIENCES CORP
-$99.8K
0
-100%
增持
TER
TERADYNE INC
+$97.6K
467
+121%
清仓
—
CONFLUENT INC
-$97.0K
0
-100%
减持
ZM
ZOOM COMMUNICATIONS INC
-$96.4K
2,347
-29%
减持
DFSV
DIMENSIONAL ETF TRUST
+$94.2K
61,662
-2%
增持
COP
CONOCOPHILLIPS
+$91.5K
1,802
+15%
减持
TFX
TELEFLEX INCORPORATED
-$91.3K
125
-86%
增持
DUHP
DIMENSIONAL ETF TRUST
+$91.0K
721,040
+4%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$90.7K
5,112
增持
FTNT
FORTINET INC
+$90.3K
2,117
+103%
建仓
IWP
ISHARES TR
+$89.7K
700
增持
VRT
VERTIV HOLDINGS CO
+$89.4K
510
+115%
增持
EFX
EQUIFAX INC
+$87.8K
666
+350%
减持
ZS
ZSCALER INC
-$85.9K
247
-54%
增持
HON
HONEYWELL INTL INC
+$84.7K
663
+99%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$84.1K
1,661
增持
WMT
WALMART INC
+$83.5K
3,886
+8%
增持
ITT
ITT INC
+$83.1K
593
+245%
增持
MOH
MOLINA HEALTHCARE INC
+$83.1K
652
+2864%
减持
BKNG
BOOKING HOLDINGS INC
-$82.1K
39
-15%
增持
FDX
FEDEX CORP
+$79.5K
598
+29%
减持
—
ACCENTURE PLC IRELAND
-$77.8K
261
-46%
增持
MCO
MOODYS CORP
+$77.6K
227
+440%
增持
VOO
VANGUARD INDEX FDS
+$77.2K
169
+345%
增持
NYT
NEW YORK TIMES CO MTN BE
+$77.1K
1,746
+75%
增持
DUK
DUKE ENERGY CORP NEW
+$76.5K
690
+485%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$75.7K
376
+45%
增持
GOOG
ALPHABET INC
+$75.6K
1,086
+44%
增持
EQIX
EQUINIX INC
+$73.5K
93
+304%
增持
PAYX
PAYCHEX INC
+$72.8K
818
+3457%
增持
EOG
EOG RES INC
+$71.7K
531
+1006%
增持
ROP
ROPER TECHNOLOGIES INC
+$69.0K
610
+85%
减持
KDP
KEURIG DR PEPPER INC
-$66.9K
2,083
-52%
增持
BSX
BOSTON SCIENTIFIC CORP
+$66.8K
1,355
+609%
增持
V
VISA INC
+$66.6K
334
+241%
增持
DPZ
DOMINOS PIZZA INC
+$65.9K
229
+487%
增持
—
CARNIVAL CORP
+$65.7K
4,251
+193%
增持
MSFT
MICROSOFT CORP
+$65.5K
1,925
+44%
增持
SYK
STRYKER CORPORATION
+$65.3K
232
+648%
增持
FIVE
FIVE BELOW INC
+$63.1K
846
+22%
减持
PINS
PINTEREST INC
-$62.6K
832
-72%
建仓
HFXI
NEW YORK LIFE INVESTMENTS ET
+$62.1K
1,850
减持
IQV
IQVIA HLDGS INC
-$61.6K
626
-16%
减持
LVS
LAS VEGAS SANDS CORP
-$61.5K
1,733
-27%
增持
BAC
BANK AMERICA CORP
+$60.8K
3,026
+92%
增持
EXE
EXPAND ENERGY CORPORATION
+$60.5K
726
+317%
减持
DFAT
DIMENSIONAL ETF TRUST
+$60.5K
41,587
-2%
增持
SNOW
SNOWFLAKE INC
-$60.1K
950
+2%
增持
TSN
TYSON FOODS INC
+$59.9K
2,595
+43%
减持
ETSY
ETSY INC
-$59.3K
1,039
-48%
增持
JBHT
HUNT J B TRANS SVCS INC
+$58.7K
1,538
+12%
增持
ALL
ALLSTATE CORP
+$58.4K
328
+613%
减持
—
PENTAIR PLC
-$58.1K
36
-94%
增持
AVES
AMERICAN CENTY ETF TR
+$57.3K
16,250
+3%
增持
MRK
MERCK & CO INC
+$57.2K
2,989
+4%
减持
HOOD
ROBINHOOD MKTS INC
-$57.1K
628
-29%
减持
SNDK
SANDISK CORP
+$56.5K
222
-38%
建仓
SCHB
SCHWAB STRATEGIC TR
+$56.3K
2,244
增持
S
SENTINELONE INC
+$56.0K
5,392
+501%
增持
—
LINDE PLC
+$55.8K
134
+436%
增持
FIS
FIDELITY NATL INFORMATION SV
+$55.5K
1,586
+458%
减持
PSX
PHILLIPS 66
+$55.4K
1,274
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$54.8K
620
+29%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$54.1K
113
-65%
增持
BLK
BLACKROCK INC
+$53.8K
66
+633%
增持
—
JOHNSON CONTROLS INTERNATION
+$53.8K
1,851
+18%
减持
APP
APPLOVIN CORP
-$52.7K
169
-5%
增持
AMP
AMERIPRISE FINL INC
+$52.5K
395
+57%
增持
VTV
VANGUARD INDEX FDS
+$52.3K
609
+73%
减持
AGG
ISHARES TR
-$52.1K
89
-85%
增持
NFLX
NETFLIX INC.
+$51.9K
1,090
+93%
减持
NTAP
NETAPP INC
-$51.6K
183
-72%
增持
PODD
INSULET CORP
+$51.3K
338
+390%
增持
FCX
FREEPORT MCMORAN INC
+$50.8K
3,241
+18%
减持
ADBE
ADOBE INC
-$50.7K
458
-1%
增持
CMCSA
COMCAST CORP NEW
+$49.8K
3,524
+105%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$49.8K
560
+181%
