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True Wealth Design, LLC · 13F 持仓分析
期权收益计算器 机构排行

True Wealth Design, LLC

No.4740 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.20亿
环比变动 Q1 2026
+$6,002.0万+16.7%
持仓股票数
2655
新买入
246
加仓
1256
减仓
768
清仓
289
持股不变
385
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DDimensional维度ETF信托DFAC
15.81%15.1%$6,647.7万149.9万股$5,443.4万140.1万股+9.8万股+6.98%加仓
EEA SERIES TRUSTBOXX
13.54%16.04%$5,692.1万48.6万股$5,780.0万49.7万股-1.1万股-2.19%减仓
DDimensional维度ETF信托DFIC
10.07%10.47%$4,233.1万113.6万股$3,774.5万106.2万股+7.4万股+6.94%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
7.79%7.35%$3,275.0万78.5万股$2,650.5万72.1万股+6.4万股+8.84%加仓
DDimensional维度ETF信托DFEV
7.05%6.96%$2,962.1万69.4万股$2,509.2万70.1万股-7,047股-1.00%减仓
SSIMPLIFY EXCHANGE TRADED FUNTYA
4.53%3.29%$1,903.0万149.1万股$1,184.8万90.2万股+58.8万股+65.18%加仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
4.05%4.1%$1,701.1万49.8万股$1,479.3万45.9万股+3.9万股+8.58%加仓
AAvantis·U SAVUV
3.16%2.94%$1,327.2万10.6万股$1,060.9万9.6万股+1.0万股+10.77%加仓
SSIMPLIFY MBS ETFMTBA
2.57%3.15%$1,080.4万22.0万股$1,137.2万23.0万股-9,733股-4.23%减仓
SSIMPLIFY EXCHANGE TRADED FUNRFIX
1.57%1.89%$658.9万16.8万股$682.9万16.9万股-308股-0.18%减仓
AVANTIS INTLNGG
1.27%1.42%$532.8万6.0万股$512.7万6.0万股-700股-1.16%减仓
A美国世纪ETF信托AVUS
1.24%1.33%$521.2万4.1万股$480.9万4.3万股-2,563股-5.93%减仓
PPIMCO太平洋投资管理ETFPMBS
1.16%0.33%$486.2万9.8万股$119.7万2.4万股+7.4万股+307.99%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.69%0.7%$290.5万3.5万股$253.5万3.6万股-294股-0.82%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.67%0.72%$280.4万4.0万股$259.7万4.2万股-1,473股-3.54%减仓
G通用动力VTI
0.64%0.66%$269.0万7,268股$237.4万7,399股-131股-1.77%减仓
苹果AAPL
0.63%0.65%$265.5万9,177股$234.5万9,239股-62股-0.67%减仓
PPIMCO太平洋投资管理ETFPYLD
0.55%0.54%$230.0万8.7万股$193.6万7.4万股+1.3万股+17.34%加仓
DDimensional维度ETF信托DFSV
0.54%0.6%$227.4万5.9万股$216.1万6.2万股-3,030股-4.91%减仓
A美国世纪ETF信托AVUQ
0.42%0.44%$177.7万2.7万股$158.0万2.8万股-920股-3.30%减仓
英伟达NVDA
0.38%0.37%$158.2万7,904股$133.3万7,644股+260股+3.40%加仓
TT ROWETFLR
0.33%0.53%$140.2万2.8万股$189.3万3.8万股-9,792股-26.04%减仓
谷歌AGOOGL
0.31%0.32%$131.0万3,665股$114.2万3,972股-307股-7.73%减仓
美光科技MU
0.26%0.08%$110.5万957股$30.3万896股+61股+6.81%加仓
A美国世纪ETF信托DSPY
0.25%0.27%$105.6万1.6万股$97.5万1.6万股-150股-0.92%减仓
卡特彼勒CAT
0.25%0.2%$104.4万980股$72.1万1,017股-37股-3.64%减仓
微软MSFT
0.21%0.2%$89.7万2,405股$71.3万1,925股+480股+24.94%加仓
亚马逊AMZN
0.21%0.18%$89.0万3,734股$66.5万3,193股+541股+16.94%加仓
IiShares安硕信托IVV
0.2%0.2%$83.7万1,118股$73.0万1,118股00.00%持仓不变
CCOMFORT SYS USAFIX
0.19%0.17%$78.9万398股$61.6万447股-49股-10.96%减仓
摩根大通JPM
0.16%0.18%$65.6万2,004股$64.8万2,202股-198股-8.99%减仓
麦当劳MCD
0.15%0.2%$61.3万2,268股$71.5万2,299股-31股-1.35%减仓
BWX科技BWXT
0.14%0.18%$60.3万3,098股$63.7万3,117股-19股-0.61%减仓
GE航空GE
0.14%0.13%$59.0万1,578股$46.0万1,620股-42股-2.59%减仓
DDimensional维度ETF信托DFEM
0.14%0.14%$58.7万1.4万股$51.1万1.5万股-357股-2.41%减仓
西部数据WDC
0.13%0.06%$55.9万875股$22.5万831股+44股+5.29%加仓
PPIMCO太平洋投资管理ETFLONZ
0.13%$54.6万1.1万股$00股+1.1万股新买入
英特尔INTC
0.13%0.07%$54.1万3,871股$24.9万5,632股-1,761股-31.27%减仓
强生JNJ
0.12%0.16%$50.4万1,984股$56.3万2,304股-320股-13.89%减仓
博通AVGO
0.12%0.12%$50.0万1,323股$41.8万1,350股-27股-2.00%减仓
HUNT J B TRANS SVCSJBHT
0.12%0.09%$49.4万1,707股$32.6万1,538股+169股+10.99%加仓
礼来LLY
0.11%0.11%$47.6万397股$39.8万433股-36股-8.31%减仓
安费诺APH
0.11%0.12%$47.5万2,696股$42.4万3,352股-656股-19.57%减仓
DDimensional维度ETF信托DFSU
0.11%0.12%$47.4万1.0万股$42.5万1.0万股-169股-1.63%减仓
CENTENE DEL COMCNC
0.11%0.08%$45.6万7,108股$27.3万8,350股-1,242股-14.87%减仓
百时美施贵宝BMY
0.11%0.13%$44.9万7,785股$46.2万7,620股+165股+2.17%加仓
C花旗集团C
0.1%0.09%$42.6万3,046股$33.1万2,915股+131股+4.49%加仓
N新纪元能源NEE
0.1%0.12%$41.4万4,714股$45.0万4,845股-131股-2.70%减仓
希捷STX
0.1%0.04%$40.0万414股$14.7万376股+38股+10.11%加仓
AAlphabet Inc Class CGOOG
0.09%0.09%$39.5万1,118股$31.1万1,086股+32股+2.95%加仓

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