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Livermore
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True Wealth Design, LLC

SEC CIK
0001966033
最新申報
2026/7/16

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/16 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
2,655
較 2026 年第 1 季 −44
總值
$4.20 億
較 2026 年第 1 季 +$6,002 萬 (+16.7%)
申報日
2026/7/16
SEC
True Wealth Design, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
TOLToll Brothers, Inc.COM1,326$21.8 萬0.1%+68+5.4%加碼歷史
American Centy ETF Tr025072315AVA RES MAR ETF2,647$21.7 萬0.1%+101+4.0%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF5,874$21.6 萬0.1%−279−4.5%減碼–
DALDelta Air Lines, Inc.COM NEW2,283$21.4 萬0.1%+140+6.5%加碼歷史
ZMZoom Communications, Inc.Stock2,450$21.1 萬0.1%+103+4.4%加碼歷史
CWCurtiss Wright CorpStock279$21.1 萬0.1%+3+1.1%加碼歷史
DELLDell Technologies Inc.Stock489$21.1 萬0.1%−305−38.4%減碼歷史
INCYIncyte CorpCOM1,850$21.0 萬<0.1%+17+0.9%加碼歷史
Invesco Exch Traded FD Tr II46138E214S&P INTL QULTY4,768$20.8 萬<0.1%−134−2.7%減碼–
PMPhilip Morris International Inc.Stock1,149$20.8 萬<0.1%+5+0.4%加碼歷史
BABoeing CoStock954$20.7 萬<0.1%+507+113.4%加碼歷史
NTRANatera, Inc.COM760$20.6 萬<0.1%+37+5.1%加碼歷史
CRSCarpenter Technology CorpCOM331$20.4 萬<0.1%+230+227.7%加碼歷史
CIENCiena CorpCOM NEW409$20.1 萬<0.1%−43−9.5%減碼歷史
TRVTravelers Companies, Inc.Stock607$20.0 萬<0.1%+117+23.9%加碼歷史
FDXFedEx CorpStock637$19.9 萬<0.1%+39+6.5%加碼歷史
UPSUnited Parcel Service IncStock1,855$19.9 萬<0.1%+131+7.6%加碼歷史
VIKViking Holdings LtdORD SHS1,890$19.8 萬<0.1%+736+63.8%加碼歷史
AAgilent Technologies, Inc.COM1,486$19.7 萬<0.1%+223+17.7%加碼歷史
WFCWells Fargo & CompanyStock2,380$19.7 萬<0.1%+1,247+110.1%加碼歷史
BACBank of America CorpStock3,421$19.5 萬<0.1%+395+13.1%加碼歷史
ASMLASML Holding NVADR97$19.3 萬<0.1%00.0%不變歷史
COPConocoPhillipsStock1,851$19.2 萬<0.1%+49+2.7%加碼歷史
DGDollar General CorpCOM1,666$19.2 萬<0.1%+519+45.2%加碼歷史
MTZMastec IncCOM460$19.1 萬<0.1%+1+0.2%加碼歷史
RBRKRubrik, Inc.Stock2,381$19.1 萬<0.1%+2,350+7,580.6%加碼歷史
ORCLOracle CorpStock1,303$19.1 萬<0.1%−57−4.2%減碼歷史
CVXChevron CorpStock1,150$19.1 萬<0.1%+724+170.0%加碼歷史
AONAon plcCL A567$18.8 萬<0.1%+373+192.3%加碼歷史
COSTCostco Wholesale CorpStock200$18.7 萬<0.1%−6−2.9%減碼歷史
SNPSSynopsys IncCOM419$18.7 萬<0.1%+372+791.5%加碼歷史
DVNDevon Energy CorpStock4,374$18.1 萬<0.1%−772−15.0%減碼歷史
NBIXNeurocrine Biosciences IncStock1,064$17.9 萬<0.1%−171−13.8%減碼歷史
EVREvercore Inc.CLASS A524$17.9 萬<0.1%+157+42.8%加碼歷史
MLMMartin Marietta Materials IncCOM306$17.6 萬<0.1%−10−3.2%減碼歷史
AMTAmerican Tower CorpREIT1,078$17.6 萬<0.1%+863+401.4%加碼歷史
MDBMongoDB, Inc.CL A524$17.6 萬<0.1%−6−1.1%減碼歷史
VRTVertiv Holdings CoCOM CL A525$17.6 萬<0.1%+15+2.9%加碼歷史
TMUST-Mobile US, Inc.Stock1,038$17.4 萬<0.1%+77+8.0%加碼歷史
TXG10x Genomics, Inc.CL A COM4,385$16.8 萬<0.1%−427−8.9%減碼歷史
TXRHTexas Roadhouse, Inc.COM867$16.8 萬<0.1%+215+33.0%加碼歷史
AMATApplied Materials IncStock231$16.7 萬<0.1%+33+16.7%加碼歷史
TEAMAtlassian CorpCL A2,135$16.6 萬<0.1%+1,236+137.5%加碼歷史
DPZDominos Pizza IncCOM556$16.5 萬<0.1%+327+142.8%加碼歷史
GDGeneral Dynamics CorpStock464$16.4 萬<0.1%−80−14.7%減碼歷史
HLTHilton Worldwide Holdings Inc.COM495$16.4 萬<0.1%+169+51.8%加碼歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL3,016$16.3 萬<0.1%+13+0.4%加碼–
EXELExelixis, Inc.COM2,973$16.2 萬<0.1%−48−1.6%減碼歷史
NNNNNN REIT, Inc.REIT3,471$16.2 萬<0.1%+2,280+191.4%加碼歷史
MTCHMatch Group, Inc.COM4,167$15.9 萬<0.1%−214−4.9%減碼歷史
MLIMueller Industries IncCOM1,288$15.8 萬<0.1%+117+10.0%加碼歷史
WSWorthington Steel, Inc.COM SHS4,712$15.8 萬<0.1%−61−1.3%減碼歷史
NVRNVR IncCOM23$15.7 萬<0.1%+23新進歷史
OSKOshkosh CorpCOM1,001$15.4 萬<0.1%+779+350.9%加碼歷史
ROSTRoss Stores, Inc.COM719$15.3 萬<0.1%+279+63.4%加碼歷史
CHTRCharter Communications, Inc.CL A1,072$15.2 萬<0.1%+1,014+1,748.3%加碼歷史
IBMInternational Business Machines CorpStock531$14.9 萬<0.1%−55−9.4%減碼歷史
LECOLincoln Electric Holdings IncCOM561$14.9 萬<0.1%−27−4.6%減碼歷史
EQIXEquinix IncCOM142$14.8 萬<0.1%+49+52.7%加碼歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV1,041$14.7 萬<0.1%00.0%不變–
NVTnVent Electric plcSHS862$14.6 萬<0.1%+134+18.4%加碼歷史
DKNGDraftKings Inc.Stock5,751$14.5 萬<0.1%+390+7.3%加碼歷史
IQVIQVIA Holdings Inc.Stock751$14.5 萬<0.1%+125+20.0%加碼歷史
American Centy ETF Tr025072299AVAN RE INTL ETF1,809$14.5 萬<0.1%+298+19.7%加碼–
IRMIron Mountain IncCOM1,140$14.4 萬<0.1%+91+8.7%加碼歷史
CSCOCisco Systems, Inc.Stock1,220$14.3 萬<0.1%−109−8.2%減碼歷史
SPGIS&P Global Inc.Stock351$14.3 萬<0.1%−152−30.2%減碼歷史
HDHome Depot, Inc.Stock405$14.3 萬<0.1%+170+72.3%加碼歷史
BALLBALL CorpCOM2,279$14.2 萬<0.1%+181+8.6%加碼歷史
OCOwens CorningStock889$14.1 萬<0.1%+521+141.6%加碼歷史
TELTE Connectivity plcStock698$14.1 萬<0.1%+81+13.1%加碼歷史
EWBCEast West Bancorp IncCOM1,086$14.0 萬<0.1%+327+43.1%加碼歷史
WORWorthington Enterprises, Inc.COM2,606$14.0 萬<0.1%−1,346−34.1%減碼歷史
OXYOccidental Petroleum CorpStock2,877$14.0 萬<0.1%+1,082+60.3%加碼歷史
NSCNorfolk Southern CorpStock440$13.8 萬<0.1%−61−12.2%減碼歷史
CCLCarnival Corp Ltd.Stock4,842$13.8 萬<0.1%+591+13.9%加碼歷史
RTXRTX CorpStock728$13.8 萬<0.1%+111+18.0%加碼歷史
OTISOtis Worldwide CorpStock1,923$13.8 萬<0.1%+1,373+249.6%加碼歷史
Invesco QQQ Trust Series I46090E103ETF186$13.7 萬<0.1%−218−54.0%減碼–
EMEEMCOR Group, Inc.Stock165$13.7 萬<0.1%+24+17.0%加碼歷史
FIVEFive Below, IncCOM759$13.6 萬<0.1%−87−10.3%減碼歷史
NTNXNutanix, Inc.Stock2,670$13.6 萬<0.1%−303−10.2%減碼歷史
BWABorgwarner IncCOM2,046$13.6 萬<0.1%−4−0.2%減碼歷史
ADIAnalog Devices IncStock342$13.6 萬<0.1%+10+3.0%加碼歷史
ABBVAbbVie Inc.Stock534$13.4 萬<0.1%−100−15.8%減碼歷史
MAAMid America Apartment Communities Inc.COM963$13.4 萬<0.1%+458+90.7%加碼歷史
BURLBurlington Stores, Inc.COM422$13.4 萬<0.1%+43+11.3%加碼歷史
BNYBank of New York Mellon CorpStock920$13.3 萬<0.1%+47+5.4%加碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF1,600$13.2 萬<0.1%−49−3.0%減碼–
WABWestinghouse Air Brake Technologies CorpStock488$13.2 萬<0.1%−3−0.6%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM210$13.1 萬<0.1%−9−4.1%減碼歷史
EFXEquifax IncCOM823$13.1 萬<0.1%+157+23.6%加碼歷史
ABTAbbott LaboratoriesStock1,435$13.0 萬<0.1%+835+139.2%加碼歷史
LAMRLamar Advertising CoREIT833$13.0 萬<0.1%+228+37.7%加碼歷史
CLColgate Palmolive CoStock1,409$12.9 萬<0.1%+713+102.4%加碼歷史
DISWalt Disney CoStock1,313$12.6 萬<0.1%−127−8.8%減碼歷史
GLGlobe Life Inc.COM703$12.6 萬<0.1%+125+21.6%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM2,368$12.5 萬<0.1%+1,842+350.2%加碼歷史
MCOMoodys CorpStock273$12.4 萬<0.1%+46+20.3%加碼歷史
BSXBoston Scientific CorpStock2,891$12.3 萬<0.1%+1,536+113.4%加碼歷史

2026 年第 1 季之後清倉（291 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 291 檔。

True Wealth Design, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM663$15.0 萬<0.1%歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF668$12.3 萬<0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF2,600$11.9 萬<0.1%–
Flexshares Tr33939L860QUALT DIVD IDX1,308$10.3 萬<0.1%–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF5,112$9.07 萬<0.1%–
iShares Russell Mid-Cap Growth ETF464287481ETF700$8.97 萬<0.1%–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,661$8.41 萬<0.1%–
New York Life Investments Et45409B560FTSE INTL EQTY C1,850$6.21 萬<0.1%–
CHWYChewy, Inc.CL A2,142$5.78 萬<0.1%歷史
Schwab U.S. Broad Market ETF808524102ETF2,244$5.63 萬<0.1%–
Schwab U.S. Large-Cap Growth ETF808524300ETF1,551$4.52 萬<0.1%–
FRPTFreshpet, Inc.Stock618$3.64 萬<0.1%歷史
MASIMasimo CorpCOM172$3.06 萬<0.1%歷史
TPHTri Pointe Homes, Inc.COM583$2.72 萬<0.1%歷史
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF550$2.61 萬<0.1%–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF102$2.59 萬<0.1%–
ALSumisho Air Lease CorpCL A396$2.57 萬<0.1%歷史
Pgim ETF Tr69344A834AAA CLO ETF500$2.56 萬<0.1%–
TCW ETF Trust29287L700FLEXIBLE INCOME645$2.53 萬<0.1%–
HOLXHologic IncCOM331$2.50 萬<0.1%歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD500$2.48 萬<0.1%–
OLLIOllie's Bargain Outlet Holdings, Inc.Stock267$2.46 萬<0.1%歷史
GTLSChart Industries IncCOM105$2.17 萬<0.1%歷史
Fidelity Covington Trust316092709MSCI INDL INDX250$2.16 萬<0.1%–
TRIThomson Reuters CorpCOM NO PAR186$1.67 萬<0.1%歷史
SEESealed Air CorpCOM309$1.30 萬<0.1%歷史
FOLDAmicus Therapeutics, Inc.COM893$1.29 萬<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES235$1.23 萬<0.1%–
First Tr Exchange Traded FD33741X102SMID RISNG ETF300$1.18 萬<0.1%–
Fidelity High Dividend ETF316092840ETF194$1.07 萬<0.1%–
CVICVR Energy IncCOM281$9,456<0.1%歷史
VanEck ETF Trust92189H805RARE EARTH AND S100$8,800<0.1%–
MNDYmonday.com Ltd.SHS120$8,294<0.1%歷史
VNTVontier CorpStock214$7,591<0.1%歷史
DBRGDigitalBridge Group, Inc.CL A NEW454$7,001<0.1%歷史
WGOWinnebago Industries IncCOM192$5,951<0.1%歷史
PPCPilgrims Pride CorpStock150$5,664<0.1%歷史
CTRACoterra Energy Inc.Stock158$5,553<0.1%歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY125$5,458<0.1%–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF58$5,316<0.1%–
EHABEnhabit, Inc.COM352$4,960<0.1%歷史
WGSGeneDx Holdings Corp.COM CL A77$4,945<0.1%歷史
MCWMister Car Wash, Inc.COM647$4,510<0.1%歷史
CSGSCSG Systems International IncCOM52$4,157<0.1%歷史
THRThermon Group Holdings, Inc.COM77$3,881<0.1%歷史
NICENICE Ltd.SPONSORED ADR34$3,749<0.1%歷史
KBRKBR, Inc.COM101$3,723<0.1%歷史
FFICFlushing Financial CorpCOM238$3,656<0.1%歷史
CROXCrocs, Inc.COM41$3,404<0.1%歷史
APLEApple Hospitality REIT, Inc.REIT288$3,315<0.1%歷史
VREVeris Residential, Inc.COM167$3,152<0.1%歷史
XPROExpro LtdCOM180$3,134<0.1%歷史
HTBKHeritage Commerce CorpCOM242$3,021<0.1%歷史
CWANClearwater Analytics Holdings, Inc.CL A126$2,980<0.1%歷史
DAWNDay One Biopharmaceuticals, Inc.Stock128$2,745<0.1%歷史
DHILDiamond Hill Investment Group IncCOM NEW14$2,410<0.1%歷史
TCOMTrip.com Group LtdADS45$2,241<0.1%歷史
TPGTPG Inc.COM CL A53$2,148<0.1%歷史
UDMYUdemy, Inc.COM462$2,135<0.1%歷史
PATHUiPath, Inc.Stock184$2,043<0.1%歷史
NATLNCR Atleos CorpCOM SHS45$1,962<0.1%歷史
SAILSailPoint, Inc.COM148$1,960<0.1%歷史
ALKAlaska Air Group, Inc.COM53$1,950<0.1%歷史
KWKennedy-Wilson Holdings, Inc.COM174$1,883<0.1%歷史
GLDDGreat Lakes Dredge & Dock CORPCOM106$1,802<0.1%歷史
SNCYSun Country Airlines Holdings, LLCCOM109$1,801<0.1%歷史
OSOneStream, Inc.CL A74$1,776<0.1%歷史
ELMEElme CommunitiesSH BEN INT878$1,765<0.1%歷史
PWPPerella Weinberg PartnersCLASS A COM77$1,399<0.1%歷史
PRMPerimeter Solutions, Inc.COMMON STOCK57$1,392<0.1%歷史
TALTAL Education GroupSPONSORED ADS115$1,308<0.1%歷史
ORKAOruka Therapeutics, Inc.COM26$1,276<0.1%歷史
JBSJBS N.V.ADR70$1,258<0.1%歷史
CASHPathward Financial, Inc.COM14$1,250<0.1%歷史
SVCService Properties TrustCOM SH BEN INT880$1,193<0.1%歷史
MQMarqeta, Inc.CLASS A COM285$1,163<0.1%歷史
BBWBuild-A-Bear Workshop IncCOM31$1,161<0.1%歷史
ESABESAB CorpCOM12$1,160<0.1%歷史
HZOMarinemax IncCOM42$1,137<0.1%歷史
KALVKalVista Pharmaceuticals, Inc.COM54$1,088<0.1%歷史
AMPXAmprius Technologies, Inc.COMMON STOCK61$1,029<0.1%歷史
FBNCFirst BancorpCOM18$1,015<0.1%歷史
APPFAppfolio IncCOM CL A6$947<0.1%歷史
GFFGriffon CorpCOM13$945<0.1%歷史
GDSGDS Holdings LtdSPONSORED ADS23$927<0.1%歷史
TASKTaskUs, Inc.CLASS A COM138$926<0.1%歷史
NUVLNuvalent, Inc.COM9$923<0.1%歷史
IDCCInterDigital, Inc.COM3$906<0.1%歷史
REPLReplimune Group, Inc.COM117$896<0.1%歷史
SEMRSEMrush Holdings, Inc.CL A COM75$896<0.1%歷史
RUSHARush Enterprises IncCL A13$860<0.1%歷史
NUSNu Skin Enterprises, Inc.CL A118$860<0.1%歷史
DCODucommun IncCOM7$854<0.1%歷史
OUTOUTFRONT Media Inc.REIT31$822<0.1%歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C19$812<0.1%歷史
QXOQXO, Inc.COM NEW40$777<0.1%歷史
NVRIEnviri CorpCOM38$746<0.1%歷史
GRCGorman Rupp CoCOM11$684<0.1%歷史
BNLBroadstone Net Lease, Inc.COM36$658<0.1%歷史
APLSApellis Pharmaceuticals, Inc.COM16$644<0.1%歷史