Dogwood Wealth Management LLC
LENEXA KS · SEC CIK 0002056922
$2.30亿2026Q1 申报市值
856持仓数
51.4%前十大占比 · 第一大 8.1%
163 / 63新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FBND 加仓+$148.90万
VTI 加仓+$144.49万
BALT 新建仓+$139.48万
PVAL 加仓+$113.11万
QQQM 加仓+$111.49万
2026Q1 卖出最多 按季末市值估算
CVX 减仓-$64.74万
KMI 减仓-$64.53万
CSCO 减仓-$53.17万
AMZN 减仓-$51.88万
UBER 减仓-$49.65万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $117.96万 | 0.51% | 4,010 | -623 | -13.4% | -$18.33万 | 减仓 |
| WMT | WALMART INC | $123.09万 | 0.53% | 9,904 | 771 | 8.4% | $9.58万 | 加仓 |
| BIL | SPDR SERIES TRUST | $130.20万 | 0.57% | 14,207 | 1,526 | 12.0% | $13.98万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $139.48万 | 0.61% | 41,679 | 41,679 | — | $139.48万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $153.56万 | 0.67% | 5,863 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $171.42万 | 0.74% | 21,274 | -136 | -0.6% | -$1.10万 | 减仓 |
| HYGV | FLEXSHARES TR | $173.56万 | 0.75% | 43,326 | 60 | 0.1% | $2,404 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $181.69万 | 0.79% | 18,194 | -652 | -3.5% | -$6.51万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $188.51万 | 0.82% | 76,010 | 1,776 | 2.4% | $4.40万 | 加仓 |
| IYR | ISHARES TR | $210.72万 | 0.92% | 22,284 | 402 | 1.8% | $3.80万 | 加仓 |
| IPAC | ISHARES TR | $226.00万 | 0.98% | 29,538 | -901 | -3.0% | -$6.89万 | 减仓 |
| AAPL | APPLE INC | $230.10万 | 1.00% | 9,067 | -1,151 | -11.3% | -$29.21万 | 减仓 |
| IEUR | ISHARES TR | $230.80万 | 1.00% | 32,844 | 198 | 0.6% | $1.39万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $239.99万 | 1.04% | 50,291 | 6,930 | 16.0% | $33.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $254.04万 | 1.10% | 8,846 | -74 | -0.8% | -$2.13万 | 减仓 |
| USRT | ISHARES TR | $256.96万 | 1.12% | 43,413 | 1,695 | 4.1% | $10.03万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $269.25万 | 1.17% | 34,056 | -242 | -0.7% | -$1.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $270.93万 | 1.18% | 15,535 | -334 | -2.1% | -$5.82万 | 减仓 |
| NLR | VANECK ETF TRUST | $292.49万 | 1.27% | 21,960 | 2,261 | 11.5% | $30.11万 | 加仓 |
| STIP | ISHARES TR | $411.89万 | 1.79% | 39,823 | 1,600 | 4.2% | $16.55万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $420.40万 | 1.83% | 67,480 | 106 | 0.2% | $6,604 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $518.00万 | 2.25% | 124,700 | -836 | -0.7% | -$3.47万 | 减仓 |
| IVV | ISHARES TR | $573.06万 | 2.49% | 8,773 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $578.21万 | 2.51% | 54,471 | 2,082 | 4.0% | $22.10万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $691.87万 | 3.00% | 70,664 | 8,706 | 14.1% | $85.24万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $701.62万 | 3.05% | 139,294 | 8,899 | 6.8% | $44.82万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $800.99万 | 3.48% | 146,059 | 12,295 | 9.2% | $67.43万 | 加仓 |
| REGL | PROSHARES TR | $832.31万 | 3.61% | 96,321 | 5,706 | 6.3% | $49.31万 | 加仓 |
| SHY | ISHARES TR | $886.64万 | 3.85% | 107,381 | 5,075 | 5.0% | $41.90万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $898.44万 | 3.90% | 115,853 | 2,571 | 2.3% | $19.94万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $967.13万 | 4.20% | 87,547 | 3,230 | 3.8% | $35.68万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $1,036.51万 | 4.50% | 230,079 | -3,212 | -1.4% | -$14.47万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,186.98万 | 5.16% | 49,953 | 4,692 | 10.4% | $111.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,533.77万 | 6.66% | 47,809 | 4,504 | 10.4% | $144.49万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,828.51万 | 7.94% | 394,076 | 24,377 | 6.6% | $113.11万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,862.71万 | 8.09% | 408,309 | 32,640 | 8.7% | $148.90万 | 加仓 |